WallStSmart

MainStay CBRE Global Infrastructure Megatrends Fund (MEGI)vsRoyal Bank of Canada (RY)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

RY leads profitability with a 33.7% profit margin vs 0.0%. MEGI trades at a lower P/E of 7.3x. RY earns a higher WallStSmart Score of 70/100 (B-).

MEGI

Hold

35

out of 100

Grade: F

Growth: 4.3Profit: 4.5Value: 6.7Quality: 5.3
Piotroski: 5/9

RY

Strong Buy

70

out of 100

Grade: B-

Growth: 8.7Profit: 8.0Value: 4.3Quality: 5.0

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

MEGI1 strengths · Avg: 10.0/10
P/E RatioValuation
7.3x10/10

Attractively priced relative to earnings

RY6 strengths · Avg: 9.3/10
Market CapQuality
$277.29B10/10

Mega-cap, among the largest globally

Profit MarginProfitability
33.7%10/10

Keeps 34 of every $100 in revenue as profit

Operating MarginProfitability
45.3%10/10

Strong operational efficiency at 45.3%

Free Cash FlowQuality
$37.30B10/10

Generating 37.3B in free cash flow

Price/BookValuation
2.9x8/10

Reasonable price relative to book value

Revenue GrowthGrowth
16.1%8/10

16.1% revenue growth

Areas to Watch

MEGI4 concerns · Avg: 3.5/10
Revenue GrowthGrowth
0.0%4/10

0.0% revenue growth

EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Market CapQuality
$784.36M3/10

Smaller company, higher risk/reward

Profit MarginProfitability
0.0%3/10

0.0% margin — thin

RY1 concerns · Avg: 2.0/10
PEG RatioValuation
2.532/10

Expensive relative to growth rate

Comparative Analysis Report

WallStSmart Research

Bull Case : MEGI

The strongest argument for MEGI centers on P/E Ratio.

Bull Case : RY

The strongest argument for RY centers on Market Cap, Profit Margin, Operating Margin. Profitability is solid with margins at 33.7% and operating margin at 45.3%. Revenue growth of 16.1% demonstrates continued momentum.

Bear Case : MEGI

The primary concerns for MEGI are Revenue Growth, EPS Growth, Market Cap.

Bear Case : RY

The primary concerns for RY are PEG Ratio.

Key Dynamics to Monitor

MEGI profiles as a value stock while RY is a growth play — different risk/reward profiles.

RY is growing revenue faster at 16.1% — sustainability is the question.

RY generates stronger free cash flow (37.3B), providing more financial flexibility.

Monitor ASSET MANAGEMENT industry trends, competitive dynamics, and regulatory changes.

Bottom Line

RY scores higher overall (70/100 vs 35/100), backed by strong 33.7% margins and 16.1% revenue growth. Both earn "Strong Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

MainStay CBRE Global Infrastructure Megatrends Fund

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

The MainStay CBRE Global Infrastructure Megatrends Fund (MEGI) provides institutional investors with a unique opportunity to gain exposure to a diversified portfolio of global infrastructure assets driven by key megatrends such as urbanization, technology, and sustainability. Focused on critical infrastructure sectors, including utilities, transportation, and communications, the fund aims to deliver both capital appreciation and steady income. Managed by an experienced investment team using a disciplined investment strategy, MEGI is positioned to capitalize on the growing demand for innovative infrastructure solutions, offering attractive risk-adjusted returns in a dynamic market landscape.

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Royal Bank of Canada

FINANCIAL SERVICES · BANKS - DIVERSIFIED · USA

Royal Bank of Canada is a globally diversified financial services company. The company is headquartered in Toronto, Canada.

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