WallStSmart

Artisan Partners Asset Management Inc (APAM)vsBrookfield Asset Management Ltd. (BAM)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Brookfield Asset Management Ltd. generates 315% more annual revenue ($5.07B vs $1.22B). BAM leads profitability with a 49.7% profit margin vs 23.5%. APAM appears more attractively valued with a PEG of 1.38. BAM earns a higher WallStSmart Score of 68/100 (B-).

APAM

Buy

65

out of 100

Grade: C+

Growth: 4.7Profit: 9.5Value: 7.0Quality: 5.5
Piotroski: 5/9Altman Z: 2.84

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

APAM4 strengths · Avg: 9.8/10
P/E RatioValuation
9.0x10/10

Attractively priced relative to earnings

Return on EquityProfitability
73.8%10/10

Every $100 of equity generates 74 in profit

Operating MarginProfitability
31.1%10/10

Strong operational efficiency at 31.1%

Profit MarginProfitability
23.5%9/10

Keeps 24 of every $100 in revenue as profit

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

APAM1 concerns · Avg: 2.0/10
EPS GrowthGrowth
-7.5%2/10

Earnings declined 7.5%

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 : APAM

The strongest argument for APAM centers on P/E Ratio, Return on Equity, Operating Margin. Profitability is solid with margins at 23.5% and operating margin at 31.1%. PEG of 1.38 suggests the stock is reasonably priced for its growth.

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 : APAM

The primary concerns for APAM are EPS Growth.

Bear Case : BAM

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

Key Dynamics to Monitor

APAM profiles as a mature stock while BAM is a growth play — different risk/reward profiles.

APAM carries more volatility with a beta of 1.66 — 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 65/100), backed by strong 49.7% margins and 23.8% 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.

Artisan Partners Asset Management Inc

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

Artisan Partners Asset Management Inc. is a publicly owned investment manager. The company is headquartered in Milwaukee, Wisconsin with additional offices in Atlanta, Georgia; New York City; San Francisco, California; Leawood, Kansas; and London, United Kingdom.

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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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