Affiliated Managers Group, Inc. (AMG)vsBrookfield Asset Management Ltd. (BAM)
AMG
Affiliated Managers Group, Inc.
$355.61
+0.30%
FINANCIAL SERVICES · Cap: $9.32B
BAM
Brookfield Asset Management Ltd.
$47.26
+0.04%
FINANCIAL SERVICES · Cap: $75.49B
Smart Verdict
WallStSmart Research — data-driven comparison
Brookfield Asset Management Ltd. generates 153% more annual revenue ($5.74B vs $2.27B). BAM leads profitability with a 48.9% profit margin vs 37.7%. AMG appears more attractively valued with a PEG of 0.62. AMG earns a higher WallStSmart Score of 80/100 (B+).
AMG
Strong Buy80
out of 100
Grade: B+
BAM
Strong Buy77
out of 100
Grade: B+
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Keeps 38 of every $100 in revenue as profit
Strong operational efficiency at 30.4%
Earnings expanding 148.2% YoY
Every $100 of equity generates 24 in profit
Growing faster than its price suggests
Attractively priced relative to earnings
Keeps 49 of every $100 in revenue as profit
Strong operational efficiency at 68.7%
Revenue surging 60.8% year-over-year
Large-cap with strong market position
Earnings expanding 47.4% YoY
Areas to Watch
No major concerns identified
Moderate valuation
Trading at 10.1x book value
Grey zone — moderate risk
ROE of 6.0% — below average capital efficiency
Comparative Analysis Report
WallStSmart ResearchBull Case : AMG
The strongest argument for AMG centers on Profit Margin, Operating Margin, EPS Growth. Profitability is solid with margins at 37.7% and operating margin at 30.4%. Revenue growth of 29.9% demonstrates continued momentum.
Bull Case : BAM
The strongest argument for BAM centers on Profit Margin, Operating Margin, Revenue Growth. Profitability is solid with margins at 48.9% and operating margin at 68.7%. Revenue growth of 60.8% 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. Debt-to-equity of 5.69 is elevated, increasing financial risk.
Key Dynamics to Monitor
BAM carries more volatility with a beta of 1.26 — expect wider price swings.
BAM is growing revenue faster at 60.8% — sustainability is the question.
BAM generates stronger free cash flow (393M), providing more financial flexibility.
Monitor ASSET MANAGEMENT industry trends, competitive dynamics, and regulatory changes.
Bottom Line
AMG scores higher overall (80/100 vs 77/100), backed by strong 37.7% margins and 29.9% revenue growth. 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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