WallStSmart

Affiliated Managers Group Inc (AMG)vsBrookfield Asset Management Inc (BAM)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Brookfield Asset Management Inc generates 132% more annual revenue ($4.82B vs $2.07B). BAM leads profitability with a 51.6% profit margin vs 34.5%. AMG appears more attractively valued with a PEG of 0.46. AMG earns a higher WallStSmart Score of 73/100 (B).

AMG

Strong Buy

73

out of 100

Grade: B

Growth: 6.7Profit: 7.0Value: 10.0Quality: 5.8
Piotroski: 5/9Altman Z: 2.64

BAM

Strong Buy

66

out of 100

Grade: B-

Growth: 6.7Profit: 9.0Value: 7.3Quality: 6.0
Piotroski: 3/9
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

AMGUndervalued (+71.0%)

Margin of Safety

+71.0%

Fair Value

$1063.76

Current Price

$280.66

$783.10 discount

UndervaluedFair: $1063.76Overvalued
BAMSignificantly Overvalued (-400.1%)

Margin of Safety

-400.1%

Fair Value

$10.47

Current Price

$42.87

$32.40 premium

UndervaluedFair: $10.47Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

AMG5 strengths · Avg: 9.2/10
PEG RatioValuation
0.4610/10

Growing faster than its price suggests

Profit MarginProfitability
34.5%10/10

Keeps 35 of every $100 in revenue as profit

EPS GrowthGrowth
122.1%10/10

Earnings expanding 122.1% YoY

P/E RatioValuation
12.1x8/10

Attractively priced relative to earnings

Price/BookValuation
2.6x8/10

Reasonable price relative to book value

BAM5 strengths · Avg: 9.6/10
Profit MarginProfitability
51.6%10/10

Keeps 52 of every $100 in revenue as profit

Operating MarginProfitability
67.9%10/10

Strong operational efficiency at 67.9%

Revenue GrowthGrowth
31.1%10/10

Revenue surging 31.1% year-over-year

Market CapQuality
$70.28B9/10

Large-cap with strong market position

Return on EquityProfitability
22.3%9/10

Every $100 of equity generates 22 in profit

Areas to Watch

AMG0 concerns · Avg: 0/10

No major concerns identified

BAM4 concerns · Avg: 3.3/10
P/E RatioValuation
27.9x4/10

Moderate valuation

Price/BookValuation
8.5x4/10

Trading at 8.5x book value

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

EPS GrowthGrowth
-20.7%2/10

Earnings declined 20.7%

Comparative Analysis Report

WallStSmart Research

Bull Case : AMG

The strongest argument for AMG centers on PEG Ratio, Profit Margin, EPS Growth. Profitability is solid with margins at 34.5% and operating margin at 11.6%. PEG of 0.46 suggests the stock is reasonably priced for its growth.

Bull Case : BAM

The strongest argument for BAM centers on Profit Margin, Operating Margin, Revenue Growth. Profitability is solid with margins at 51.6% and operating margin at 67.9%. Revenue growth of 31.1% demonstrates continued momentum.

Bear Case : AMG

No major red flags identified for AMG, but monitor valuation.

Bear Case : BAM

The primary concerns for BAM are P/E Ratio, Price/Book, Piotroski F-Score.

Key Dynamics to Monitor

AMG profiles as a mature stock while BAM is a growth play — different risk/reward profiles.

BAM carries more volatility with a beta of 1.29 — expect wider price swings.

BAM is growing revenue faster at 31.1% — sustainability is the question.

BAM generates stronger free cash flow (706M), providing more financial flexibility.

Bottom Line

AMG scores higher overall (73/100 vs 66/100), backed by strong 34.5% margins. Both earn "Strong Buy" and "Strong Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.

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

Affiliated Managers Group Inc

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

Affiliated Managers Group, Inc., through its affiliates, is an asset management company providing investment management services to mutual funds, institutional clients and high net worth individuals in the United States. The company is headquartered in Prides Crossing, Massachusetts.

Brookfield Asset Management Inc

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

Brookfield Asset Management is a leading global alternative asset manager and one of the largest investors in real assets.

Visit Website →

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