WallStSmart

Ares Management LP (ARES)vsBrookfield Corp (BN)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Brookfield Corp generates 1248% more annual revenue ($80.69B vs $5.99B). ARES leads profitability with a 10.6% profit margin vs 1.8%. ARES appears more attractively valued with a PEG of 0.92. BN earns a higher WallStSmart Score of 63/100 (C+).

ARES

Buy

57

out of 100

Grade: C

Growth: 7.3Profit: 6.5Value: 5.0Quality: 3.0
Piotroski: 5/9Altman Z: 0.72

BN

Buy

63

out of 100

Grade: C+

Growth: 6.0Profit: 5.5Value: 4.3Quality: 3.5
Piotroski: 5/9Altman Z: 0.64

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

ARES1 strengths · Avg: 8.0/10
PEG RatioValuation
0.928/10

Growing faster than its price suggests

BN4 strengths · Avg: 8.3/10
Market CapQuality
$85.32B9/10

Large-cap with strong market position

Price/BookValuation
2.0x8/10

Reasonable price relative to book value

Operating MarginProfitability
25.7%8/10

Strong operational efficiency at 25.7%

EPS GrowthGrowth
40.3%8/10

Earnings expanding 40.3% YoY

Areas to Watch

ARES4 concerns · Avg: 2.5/10
Price/BookValuation
11.4x4/10

Trading at 11.4x book value

P/E RatioValuation
56.8x2/10

Premium valuation, high expectations priced in

Free Cash FlowQuality
$-384.50M2/10

Negative free cash flow — burning cash

Altman Z-ScoreHealth
0.722/10

Distress zone — elevated risk

BN4 concerns · Avg: 2.5/10
Return on EquityProfitability
3.0%3/10

ROE of 3.0% — below average capital efficiency

Profit MarginProfitability
1.8%3/10

1.8% margin — thin

P/E RatioValuation
70.8x2/10

Premium valuation, high expectations priced in

Free Cash FlowQuality
$-1.78B2/10

Negative free cash flow — burning cash

Comparative Analysis Report

WallStSmart Research

Bull Case : ARES

The strongest argument for ARES centers on PEG Ratio. PEG of 0.92 suggests the stock is reasonably priced for its growth.

Bull Case : BN

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

Bear Case : ARES

The primary concerns for ARES are Price/Book, P/E Ratio, Free Cash Flow. A P/E of 56.8x leaves little room for execution misses. Debt-to-equity of 3.75 is elevated, increasing financial risk.

Bear Case : BN

The primary concerns for BN are Return on Equity, Profit Margin, P/E Ratio. A P/E of 70.8x leaves little room for execution misses. Debt-to-equity of 5.69 is elevated, increasing financial risk.

Key Dynamics to Monitor

BN carries more volatility with a beta of 1.82 — expect wider price swings.

BN is growing revenue faster at 8.5% — sustainability is the question.

ARES generates stronger free cash flow (-384M), providing more financial flexibility.

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

Bottom Line

BN scores higher overall (63/100 vs 57/100). 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.

Ares Management LP

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

Ares Management Corporation is an alternative asset manager in the United States, Europe, and Asia.

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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