Brookfield Asset Management Ltd. (BAM)vsFranklin Resources Inc (BEN)
BAM
Brookfield Asset Management Ltd.
$47.26
+0.04%
FINANCIAL SERVICES · Cap: $75.49B
BEN
Franklin Resources Inc
$33.65
-0.03%
FINANCIAL SERVICES · Cap: $17.60B
Smart Verdict
WallStSmart Research — data-driven comparison
Franklin Resources Inc generates 63% more annual revenue ($9.32B vs $5.74B). BAM leads profitability with a 48.9% profit margin vs 8.7%. BEN appears more attractively valued with a PEG of 0.44. BAM earns a higher WallStSmart Score of 77/100 (B+).
BAM
Strong Buy77
out of 100
Grade: B+
BEN
Strong Buy70
out of 100
Grade: B-
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Keeps 49 of every $100 in revenue as profit
Strong operational efficiency at 68.7%
Revenue surging 60.8% year-over-year
Large-cap with strong market position
Earnings expanding 47.4% YoY
Growing faster than its price suggests
Reasonable price relative to book value
Earnings expanding 106.7% YoY
Areas to Watch
Moderate valuation
Trading at 10.1x book value
Grey zone — moderate risk
ROE of 6.0% — below average capital efficiency
ROE of 7.6% — below average capital efficiency
Elevated debt levels
Distress zone — elevated risk
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 48.9% and operating margin at 68.7%. Revenue growth of 60.8% demonstrates continued momentum.
Bull Case : BEN
The strongest argument for BEN centers on PEG Ratio, Price/Book, EPS Growth. Revenue growth of 14.3% demonstrates continued momentum. PEG of 0.44 suggests the stock is reasonably priced for its growth.
Bear Case : BAM
The primary concerns for BAM are P/E Ratio, Price/Book, Altman Z-Score. Debt-to-equity of 5.69 is elevated, increasing financial risk.
Bear Case : BEN
The primary concerns for BEN are Return on Equity, Debt/Equity, Altman Z-Score.
Key Dynamics to Monitor
BAM profiles as a growth stock while BEN is a value play — different risk/reward profiles.
BEN carries more volatility with a beta of 1.57 — expect wider price swings.
BAM is growing revenue faster at 60.8% — sustainability is the question.
BEN generates stronger free cash flow (562M), providing more financial flexibility.
Bottom Line
BAM scores higher overall (77/100 vs 70/100), backed by strong 48.9% margins and 60.8% revenue growth. Both earn "Strong Buy" and "Strong 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 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 →Franklin Resources Inc
FINANCIAL SERVICES · ASSET MANAGEMENT · USA
Franklin Resources Inc. is an American multinational holding company that, together with its subsidiaries, is referred to as Franklin Templeton; it is a global investment firm founded in New York City in 1947 as Franklin Distributors, Inc.
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