WallStSmart

Affiliated Managers Group, Inc. (AMG)vsBrookfield Corp (BN)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Brookfield Corp generates 3454% more annual revenue ($80.69B vs $2.27B). AMG leads profitability with a 37.7% profit margin vs 1.8%. AMG appears more attractively valued with a PEG of 0.62. AMG earns a higher WallStSmart Score of 80/100 (B+).

AMG

Strong Buy

80

out of 100

Grade: B+

Growth: 7.3Profit: 8.5Value: 7.0Quality: 6.0
Piotroski: 5/9Altman Z: 2.49

BN

Buy

63

out of 100

Grade: C+

Growth: 6.0Profit: 5.5Value: 4.3Quality: 3.5
Piotroski: 5/9Altman Z: 0.64

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

AMG6 strengths · Avg: 9.2/10
Profit MarginProfitability
37.7%10/10

Keeps 38 of every $100 in revenue as profit

Operating MarginProfitability
30.4%10/10

Strong operational efficiency at 30.4%

EPS GrowthGrowth
148.2%10/10

Earnings expanding 148.2% YoY

Return on EquityProfitability
24.4%9/10

Every $100 of equity generates 24 in profit

PEG RatioValuation
0.628/10

Growing faster than its price suggests

P/E RatioValuation
12.6x8/10

Attractively priced relative to earnings

BN4 strengths · Avg: 8.3/10
Market CapQuality
$85.32B9/10

Large-cap with strong market position

Price/BookValuation
2.0x8/10

Reasonable price relative to book value

Operating MarginProfitability
25.7%8/10

Strong operational efficiency at 25.7%

EPS GrowthGrowth
40.3%8/10

Earnings expanding 40.3% YoY

Areas to Watch

AMG0 concerns · Avg: 0/10

No major concerns identified

BN4 concerns · Avg: 2.5/10
Return on EquityProfitability
3.0%3/10

ROE of 3.0% — below average capital efficiency

Profit MarginProfitability
1.8%3/10

1.8% margin — thin

P/E RatioValuation
70.8x2/10

Premium valuation, high expectations priced in

Free Cash FlowQuality
$-1.78B2/10

Negative free cash flow — burning cash

Comparative Analysis Report

WallStSmart Research

Bull 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 : BN

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

Bear Case : AMG

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

Bear Case : BN

The primary concerns for BN are Return on Equity, Profit Margin, P/E Ratio. A P/E of 70.8x leaves little room for execution misses. Debt-to-equity of 5.69 is elevated, increasing financial risk.

Key Dynamics to Monitor

AMG profiles as a growth stock while BN is a value play — different risk/reward profiles.

BN carries more volatility with a beta of 1.82 — expect wider price swings.

AMG is growing revenue faster at 29.9% — sustainability is the question.

AMG generates stronger free cash flow (252M), providing more financial flexibility.

Bottom Line

AMG scores higher overall (80/100 vs 63/100), backed by strong 37.7% margins and 29.9% revenue growth. Both earn "Strong Buy" and "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 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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