WallStSmart

AllianceBernstein Holding L.P. (AB)vsBrookfield Corp (BN)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Brookfield Corp generates 23675% more annual revenue ($79.11B vs $332.76M). BN leads profitability with a 1.7% profit margin vs 0.0%. AB appears more attractively valued with a PEG of 0.63. BN earns a higher WallStSmart Score of 63/100 (C+).

AB

Hold

47

out of 100

Grade: D+

Growth: 5.3Profit: 4.5Value: 7.7Quality: 5.3
Piotroski: 4/9

BN

Buy

63

out of 100

Grade: C+

Growth: 6.0Profit: 5.5Value: 4.3Quality: 4.0
Piotroski: 5/9Altman Z: 0.64

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

AB5 strengths · Avg: 8.6/10
P/E RatioValuation
11.3x10/10

Attractively priced relative to earnings

Return on EquityProfitability
24.7%9/10

Every $100 of equity generates 25 in profit

PEG RatioValuation
0.638/10

Growing faster than its price suggests

Price/BookValuation
2.8x8/10

Reasonable price relative to book value

EPS GrowthGrowth
37.7%8/10

Earnings expanding 37.7% YoY

BN4 strengths · Avg: 8.8/10
EPS GrowthGrowth
158.8%10/10

Earnings expanding 158.8% YoY

Market CapQuality
$102.03B9/10

Large-cap with strong market position

Price/BookValuation
2.3x8/10

Reasonable price relative to book value

Operating MarginProfitability
28.9%8/10

Strong operational efficiency at 28.9%

Areas to Watch

AB3 concerns · Avg: 2.7/10
Profit MarginProfitability
0.0%3/10

0.0% margin — thin

Operating MarginProfitability
0.0%3/10

Operating margin of 0.0%

Revenue GrowthGrowth
-40.3%2/10

Revenue declined 40.3%

BN4 concerns · Avg: 2.5/10
Return on EquityProfitability
2.8%3/10

ROE of 2.8% — below average capital efficiency

Profit MarginProfitability
1.7%3/10

1.7% margin — thin

P/E RatioValuation
89.6x2/10

Premium valuation, high expectations priced in

Free Cash FlowQuality
$-5.60B2/10

Negative free cash flow — burning cash

Comparative Analysis Report

WallStSmart Research

Bull Case : AB

The strongest argument for AB centers on P/E Ratio, Return on Equity, PEG Ratio. PEG of 0.63 suggests the stock is reasonably priced for its growth.

Bull Case : BN

The strongest argument for BN centers on EPS Growth, Market Cap, Price/Book. PEG of 1.27 suggests the stock is reasonably priced for its growth.

Bear Case : AB

The primary concerns for AB are Profit Margin, Operating Margin, Revenue Growth.

Bear Case : BN

The primary concerns for BN are Return on Equity, Profit Margin, P/E Ratio. A P/E of 89.6x leaves little room for execution misses. Debt-to-equity of 5.72 is elevated, increasing financial risk.

Key Dynamics to Monitor

BN carries more volatility with a beta of 1.84 — expect wider price swings.

BN is growing revenue faster at 7.9% — sustainability is the question.

AB generates stronger free cash flow (89M), providing more financial flexibility.

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

Bottom Line

BN scores higher overall (63/100 vs 47/100). Both earn "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.

AllianceBernstein Holding L.P.

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

AllianceBernstein Holding LP is a publicly owned investment manager. The company is headquartered in New York, New York.

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Brookfield Corp

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

Brookfield Corporation is an alternative asset manager and REIT/Real Estate Investment Manager firm focuses on real estate, renewable power, infrastructure and venture capital and private equity assets. The company is headquartered in Toronto, Canada with additional offices across Northern America; South America; Europe; Middle East and Asia.

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