WallStSmart

Ameriprise Financial Inc (AMP)vsBrookfield Corp (BN)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Brookfield Corp generates 311% more annual revenue ($77.66B vs $18.91B). AMP leads profitability with a 18.8% profit margin vs 1.7%. BN appears more attractively valued with a PEG of 1.27. AMP earns a higher WallStSmart Score of 64/100 (C+).

AMP

Buy

64

out of 100

Grade: C+

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

BN

Buy

61

out of 100

Grade: C+

Growth: 5.3Profit: 5.5Value: 4.7Quality: 5.0
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
BNSignificantly Overvalued (-103.3%)

Margin of Safety

-103.3%

Fair Value

$22.93

Current Price

$38.26

$15.33 premium

UndervaluedFair: $22.93Overvalued

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

BN4 strengths · Avg: 8.8/10
EPS GrowthGrowth
79.7%10/10

Earnings expanding 79.7% YoY

Market CapQuality
$89.24B9/10

Large-cap with strong market position

Price/BookValuation
2.0x8/10

Reasonable price relative to book value

Operating MarginProfitability
29.2%8/10

Strong operational efficiency at 29.2%

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

BN4 concerns · Avg: 3.0/10
Revenue GrowthGrowth
3.5%4/10

3.5% revenue growth

Return on EquityProfitability
1.9%3/10

ROE of 1.9% — below average capital efficiency

Profit MarginProfitability
1.7%3/10

1.7% margin — thin

P/E RatioValuation
81.0x2/10

Premium valuation, high expectations priced in

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 : BN

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

Bear Case : AMP

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

Bear Case : BN

The primary concerns for BN are Revenue Growth, Return on Equity, Profit Margin. A P/E of 81.0x leaves little room for execution misses. Thin 1.7% margins leave little buffer for downturns.

Key Dynamics to Monitor

AMP profiles as a mature stock while BN is a value play — different risk/reward profiles.

BN carries more volatility with a beta of 1.86 — expect wider price swings.

AMP is growing revenue faster at 8.6% — sustainability is the question.

Monitor ASSET MANAGEMENT industry trends, competitive dynamics, and regulatory changes.

Bottom Line

AMP scores higher overall (64/100 vs 61/100), backed by strong 18.8% margins. Both earn "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 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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