WallStSmart

Brookfield Asset Management Inc (BAM)vsBarings BDC Inc (BBDC)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Brookfield Asset Management Inc generates 1625% more annual revenue ($4.82B vs $279.21M). BAM leads profitability with a 51.6% profit margin vs 36.5%. BAM appears more attractively valued with a PEG of 1.48. BAM earns a higher WallStSmart Score of 66/100 (B-).

BAM

Strong Buy

66

out of 100

Grade: B-

Growth: 6.7Profit: 9.0Value: 7.3Quality: 6.0
Piotroski: 3/9

BBDC

Buy

55

out of 100

Grade: C

Growth: 5.3Profit: 8.0Value: 6.0Quality: 5.0
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

BAMSignificantly Overvalued (-400.1%)

Margin of Safety

-400.1%

Fair Value

$10.47

Current Price

$42.87

$32.40 premium

UndervaluedFair: $10.47Overvalued
BBDCUndervalued (+7.1%)

Margin of Safety

+7.1%

Fair Value

$9.86

Current Price

$8.18

$1.68 discount

UndervaluedFair: $9.86Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

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

BBDC4 strengths · Avg: 10.0/10
P/E RatioValuation
8.4x10/10

Attractively priced relative to earnings

Price/BookValuation
0.7x10/10

Reasonable price relative to book value

Profit MarginProfitability
36.5%10/10

Keeps 37 of every $100 in revenue as profit

Operating MarginProfitability
74.2%10/10

Strong operational efficiency at 74.2%

Areas to Watch

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%

BBDC4 concerns · Avg: 2.8/10
EPS GrowthGrowth
2.1%4/10

2.1% earnings growth

Market CapQuality
$851.27M3/10

Smaller company, higher risk/reward

PEG RatioValuation
3.152/10

Expensive relative to growth rate

Revenue GrowthGrowth
-3.8%2/10

Revenue declined 3.8%

Comparative Analysis Report

WallStSmart Research

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.

Bull Case : BBDC

The strongest argument for BBDC centers on P/E Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 36.5% and operating margin at 74.2%.

Bear Case : BAM

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

Bear Case : BBDC

The primary concerns for BBDC are EPS Growth, Market Cap, PEG Ratio.

Key Dynamics to Monitor

BAM profiles as a growth stock while BBDC is a declining play — different risk/reward profiles.

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

BAM is growing revenue faster at 31.1% — sustainability is the question.

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

Bottom Line

BAM scores higher overall (66/100 vs 55/100), backed by strong 51.6% margins and 31.1% 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.

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.

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Barings BDC Inc

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

Barings BDC Inc (BBDC) is a leading business development company dedicated to delivering customized debt and equity financing solutions tailored for middle-market enterprises across the United States. The firm employs a value-oriented investment strategy, enriched by Barings' extensive industry expertise, to capitalize on strategic opportunities within the private credit market. Focusing on a diversified portfolio, BBDC aims to yield attractive risk-adjusted returns for investors while maintaining a strong commitment to responsible investment practices. With a well-established investment pipeline and a profound understanding of sector dynamics, Barings BDC is strategically positioned to excel in the evolving landscape of alternative investment opportunities.

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