WallStSmart

AMTD IDEA Group (AMTD)vsBrookfield Asset Management Ltd. (BAM)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Brookfield Asset Management Ltd. generates 5635% more annual revenue ($5.07B vs $88.47M). BAM leads profitability with a 49.7% profit margin vs 49.3%. AMTD trades at a lower P/E of 2.1x. BAM earns a higher WallStSmart Score of 68/100 (B-).

AMTD

Hold

37

out of 100

Grade: F

Growth: 2.0Profit: 5.5Value: 6.7Quality: 8.5
Piotroski: 2/9Altman Z: 4.36

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

AMTD5 strengths · Avg: 9.8/10
P/E RatioValuation
2.1x10/10

Attractively priced relative to earnings

Price/BookValuation
0.1x10/10

Reasonable price relative to book value

Profit MarginProfitability
49.3%10/10

Keeps 49 of every $100 in revenue as profit

Altman Z-ScoreHealth
4.3610/10

Safe zone — low bankruptcy risk

Debt/EquityHealth
0.179/10

Conservative balance sheet, low leverage

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

AMTD4 concerns · Avg: 2.8/10
Market CapQuality
$94.06M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
5.3%3/10

ROE of 5.3% — below average capital efficiency

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

Revenue GrowthGrowth
-82.6%2/10

Revenue declined 82.6%

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 : AMTD

The strongest argument for AMTD centers on P/E Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 49.3% and operating margin at -336.4%.

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 : AMTD

The primary concerns for AMTD are Market Cap, Return on Equity, Piotroski F-Score.

Bear Case : BAM

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

Key Dynamics to Monitor

AMTD profiles as a declining 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

BAM scores higher overall (68/100 vs 37/100), backed by strong 49.7% margins and 23.8% revenue growth. Both earn "Strong Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

AMTD IDEA Group

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

TD Ameritrade Holding Corporation provides securities brokerage and technology-related financial services to retail investors and traders and Registered Independent Investment Advisers (RIAs) in the United States. The company is headquartered in Omaha, Nebraska.

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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