WallStSmart

Affiliated Managers Group, Inc. (AMG)vsBrookfield Asset Management Ltd. (BAM)

VS

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 Buy

72

out of 100

Grade: B

Growth: 6.7Profit: 7.5Value: 6.3Quality: 6.0
Piotroski: 5/9Altman Z: 2.49

BAM

Strong Buy

68

out of 100

Grade: B-

Growth: 7.3Profit: 9.5Value: 5.0Quality: 5.0
Piotroski: 3/9Altman Z: 1.97

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

AMG6 strengths · Avg: 8.8/10
Profit MarginProfitability
35.5%10/10

Keeps 36 of every $100 in revenue as profit

EPS GrowthGrowth
73.6%10/10

Earnings expanding 73.6% YoY

Return on EquityProfitability
24.4%9/10

Every $100 of equity generates 24 in profit

P/E RatioValuation
14.6x8/10

Attractively priced relative to earnings

Price/BookValuation
2.9x8/10

Reasonable price relative to book value

Operating MarginProfitability
22.1%8/10

Strong operational efficiency at 22.1%

BAM5 strengths · Avg: 9.4/10
Return on EquityProfitability
33.0%10/10

Every $100 of equity generates 33 in profit

Profit MarginProfitability
49.7%10/10

Keeps 50 of every $100 in revenue as profit

Operating MarginProfitability
64.5%10/10

Strong operational efficiency at 64.5%

Market CapQuality
$76.25B9/10

Large-cap with strong market position

Revenue GrowthGrowth
23.8%8/10

Revenue surging 23.8% year-over-year

Areas to Watch

AMG0 concerns · Avg: 0/10

No major concerns identified

BAM4 concerns · Avg: 3.8/10
P/E RatioValuation
30.6x4/10

Premium valuation, high expectations priced in

Price/BookValuation
9.9x4/10

Trading at 9.9x book value

Altman Z-ScoreHealth
1.974/10

Grey zone — moderate risk

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Comparative Analysis Report

WallStSmart Research

Bull 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 →

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