Affiliated Managers Group, Inc. (AMG)vsBrookfield Asset Management Ltd. (BAM)
AMG
Affiliated Managers Group, Inc.
$336.81
+0.59%
FINANCIAL SERVICES · Cap: $9.37B
BAM
Brookfield Asset Management Ltd.
$46.70
+2.25%
FINANCIAL SERVICES · Cap: $76.25B
Smart Verdict
WallStSmart Research — data-driven comparison
Brookfield Asset Management Ltd. generates 139% more annual revenue ($5.07B vs $2.12B). BAM leads profitability with a 49.7% profit margin vs 35.5%. AMG appears more attractively valued with a PEG of 1.07. AMG earns a higher WallStSmart Score of 72/100 (B).
AMG
Strong Buy72
out of 100
Grade: B
BAM
Strong Buy68
out of 100
Grade: B-
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Keeps 36 of every $100 in revenue as profit
Earnings expanding 73.6% YoY
Every $100 of equity generates 24 in profit
Attractively priced relative to earnings
Reasonable price relative to book value
Strong operational efficiency at 22.1%
Every $100 of equity generates 33 in profit
Keeps 50 of every $100 in revenue as profit
Strong operational efficiency at 64.5%
Large-cap with strong market position
Revenue surging 23.8% year-over-year
Areas to Watch
No major concerns identified
Premium valuation, high expectations priced in
Trading at 9.9x book value
Grey zone — moderate risk
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : AMG
The strongest argument for AMG centers on Profit Margin, EPS Growth, Return on Equity. Profitability is solid with margins at 35.5% and operating margin at 22.1%. PEG of 1.07 suggests the stock is reasonably priced for its growth.
Bull Case : BAM
The strongest argument for BAM centers on Return on Equity, Profit Margin, Operating Margin. Profitability is solid with margins at 49.7% and operating margin at 64.5%. Revenue growth of 23.8% 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, Altman Z-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 1.25 — expect wider price swings.
BAM is growing revenue faster at 23.8% — sustainability is the question.
BAM generates stronger free cash flow (339M), providing more financial flexibility.
Bottom Line
AMG scores higher overall (72/100 vs 68/100), backed by strong 35.5% 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 Ltd.
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 →Compare with Other ASSET MANAGEMENT Stocks
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