Brookfield Asset Management Inc (BAM)vsBarings BDC Inc (BBDC)
BAM
Brookfield Asset Management Inc
$42.87
-1.08%
FINANCIAL SERVICES · Cap: $70.28B
BBDC
Barings BDC Inc
$8.18
-1.56%
FINANCIAL SERVICES · Cap: $851.27M
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 Buy66
out of 100
Grade: B-
BBDC
Buy55
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-400.1%
Fair Value
$10.47
Current Price
$42.87
$32.40 premium
Margin of Safety
+7.1%
Fair Value
$9.86
Current Price
$8.18
$1.68 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Keeps 52 of every $100 in revenue as profit
Strong operational efficiency at 67.9%
Revenue surging 31.1% year-over-year
Large-cap with strong market position
Every $100 of equity generates 22 in profit
Attractively priced relative to earnings
Reasonable price relative to book value
Keeps 37 of every $100 in revenue as profit
Strong operational efficiency at 74.2%
Areas to Watch
Moderate valuation
Trading at 8.5x book value
Weak financial health signals
Earnings declined 20.7%
2.1% earnings growth
Smaller company, higher risk/reward
Expensive relative to growth rate
Revenue declined 3.8%
Comparative Analysis Report
WallStSmart ResearchBull 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.
Visit Website →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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