WallStSmart

Ameriprise Financial Inc (AMP)vsBrookfield Asset Management Inc (BAM)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Ameriprise Financial Inc generates 293% more annual revenue ($18.91B vs $4.82B). BAM leads profitability with a 51.6% profit margin vs 18.8%. BAM appears more attractively valued with a PEG of 1.48. BAM earns a higher WallStSmart Score of 66/100 (B-).

AMP

Buy

64

out of 100

Grade: C+

Growth: 4.7Profit: 8.0Value: 7.3Quality: 5.3
Piotroski: 4/9

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

AMPSignificantly Overvalued (-97.1%)

Margin of Safety

-97.1%

Fair Value

$246.57

Current Price

$438.94

$192.37 premium

UndervaluedFair: $246.57Overvalued
BAMSignificantly Overvalued (-400.1%)

Margin of Safety

-400.1%

Fair Value

$10.47

Current Price

$42.90

$32.43 premium

UndervaluedFair: $10.47Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

AMP3 strengths · Avg: 9.3/10
Return on EquityProfitability
60.5%10/10

Every $100 of equity generates 61 in profit

Operating MarginProfitability
35.3%10/10

Strong operational efficiency at 35.3%

P/E RatioValuation
12.1x8/10

Attractively priced relative to earnings

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
$72.90B9/10

Large-cap with strong market position

Return on EquityProfitability
22.3%9/10

Every $100 of equity generates 22 in profit

Areas to Watch

AMP2 concerns · Avg: 2.0/10
EPS GrowthGrowth
-110.0%2/10

Earnings declined 110.0%

Free Cash FlowQuality
$-2.88B2/10

Negative free cash flow — burning cash

BAM4 concerns · Avg: 3.3/10
P/E RatioValuation
28.9x4/10

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 : AMP

The strongest argument for AMP centers on Return on Equity, Operating Margin, P/E Ratio. Profitability is solid with margins at 18.8% and operating margin at 35.3%.

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 : AMP

The primary concerns for AMP are EPS Growth, Free Cash Flow.

Bear Case : BAM

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

Key Dynamics to Monitor

AMP 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

BAM scores higher overall (66/100 vs 64/100), backed by strong 51.6% margins and 31.1% 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.

Ameriprise Financial Inc

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

Ameriprise Financial, Inc. is a diversified financial services company and bank holding company incorporated in Delaware and headquartered in Minneapolis, Minnesota. It provides financial planning products and services, including wealth management, asset management, insurance, annuities, and estate planning.

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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