WallStSmart

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

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Ameriprise Financial Inc generates 301% more annual revenue ($19.32B vs $4.82B). BAM leads profitability with a 51.6% profit margin vs 20.2%. BAM appears more attractively valued with a PEG of 1.36. AMP earns a higher WallStSmart Score of 74/100 (B).

AMP

Strong Buy

74

out of 100

Grade: B

Growth: 7.3Profit: 8.0Value: 6.3Quality: 5.3
Piotroski: 4/9

BAM

Strong Buy

66

out of 100

Grade: B-

Growth: 6.7Profit: 9.0Value: 5.0Quality: 5.5
Piotroski: 3/9

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

AMP5 strengths · Avg: 9.8/10
P/E RatioValuation
11.6x10/10

Attractively priced relative to earnings

Return on EquityProfitability
66.9%10/10

Every $100 of equity generates 67 in profit

Operating MarginProfitability
37.2%10/10

Strong operational efficiency at 37.2%

EPS GrowthGrowth
66.0%10/10

Earnings expanding 66.0% YoY

Profit MarginProfitability
20.2%9/10

Keeps 20 of every $100 in revenue as profit

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
$77.98B9/10

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: 3.0/10
PEG RatioValuation
1.574/10

Expensive relative to growth rate

Free Cash FlowQuality
$-2.88B2/10

Negative free cash flow — burning cash

BAM4 concerns · Avg: 3.3/10
P/E RatioValuation
31.1x4/10

Premium valuation, high expectations priced in

Price/BookValuation
9.4x4/10

Trading at 9.4x 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 P/E Ratio, Return on Equity, Operating Margin. Profitability is solid with margins at 20.2% and operating margin at 37.2%.

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 PEG Ratio, 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.

AMP carries more volatility with a beta of 1.27 — expect wider price swings.

BAM is growing revenue faster at 31.1% — sustainability is the question.

BAM generates stronger free cash flow (697M), providing more financial flexibility.

Bottom Line

AMP scores higher overall (74/100 vs 66/100), backed by strong 20.2% 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.

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 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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