WallStSmart

AMTD IDEA Group (AMTD)vsBrookfield Asset Management Inc (BAM)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Brookfield Asset Management Inc generates 7086% more annual revenue ($4.82B vs $67.03M). AMTD leads profitability with a 76.1% profit margin vs 51.6%. AMTD trades at a lower P/E of 1.4x. BAM earns a higher WallStSmart Score of 66/100 (B-).

AMTD

Buy

56

out of 100

Grade: C

Growth: 4.7Profit: 7.0Value: 8.3Quality: 5.0

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

AMTDUndervalued (+79.6%)

Margin of Safety

+79.6%

Fair Value

$4.90

Current Price

$0.99

$3.91 discount

UndervaluedFair: $4.90Overvalued
BAMSignificantly Overvalued (-400.1%)

Margin of Safety

-400.1%

Fair Value

$10.47

Current Price

$42.87

$32.40 premium

UndervaluedFair: $10.47Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

AMTD4 strengths · Avg: 10.0/10
P/E RatioValuation
1.4x10/10

Attractively priced relative to earnings

Price/BookValuation
0.1x10/10

Reasonable price relative to book value

Profit MarginProfitability
76.1%10/10

Keeps 76 of every $100 in revenue as profit

Revenue GrowthGrowth
116.8%10/10

Revenue surging 116.8% year-over-year

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
$70.28B9/10

Large-cap with strong market position

Return on EquityProfitability
22.3%9/10

Every $100 of equity generates 22 in profit

Areas to Watch

AMTD3 concerns · Avg: 2.7/10
Market CapQuality
$81.83M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
3.6%3/10

ROE of 3.6% — below average capital efficiency

EPS GrowthGrowth
-73.8%2/10

Earnings declined 73.8%

BAM4 concerns · Avg: 3.3/10
P/E RatioValuation
27.9x4/10

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 : AMTD

The strongest argument for AMTD centers on P/E Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 76.1% and operating margin at 15.7%. Revenue growth of 116.8% demonstrates continued momentum.

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 : AMTD

The primary concerns for AMTD are Market Cap, Return on Equity, EPS Growth.

Bear Case : BAM

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

Key Dynamics to Monitor

BAM carries more volatility with a beta of 1.29 — expect wider price swings.

AMTD is growing revenue faster at 116.8% — sustainability is the question.

BAM generates stronger free cash flow (706M), providing more financial flexibility.

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

Bottom Line

BAM scores higher overall (66/100 vs 56/100), backed by strong 51.6% margins and 31.1% revenue growth. AMTD offers better value entry with a 79.6% margin of safety. 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.

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 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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