Brookfield Asset Management Inc (BAM)vsFranklin Resources Inc (BEN)
BAM
Brookfield Asset Management Inc
$42.87
-1.08%
FINANCIAL SERVICES · Cap: $70.28B
BEN
Franklin Resources Inc
$23.89
+0.93%
FINANCIAL SERVICES · Cap: $12.34B
Smart Verdict
WallStSmart Research — data-driven comparison
Franklin Resources Inc generates 84% more annual revenue ($8.85B vs $4.82B). BAM leads profitability with a 51.6% profit margin vs 7.0%. BEN appears more attractively valued with a PEG of 0.32. BAM earns a higher WallStSmart Score of 66/100 (B-).
BAM
Strong Buy66
out of 100
Grade: B-
BEN
Buy64
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
+45.5%
Fair Value
$50.54
Current Price
$23.89
$26.65 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
Growing faster than its price suggests
Reasonable price relative to book value
Earnings expanding 60.6% YoY
Areas to Watch
Moderate valuation
Trading at 8.5x book value
Weak financial health signals
Earnings declined 20.7%
3.4% revenue growth
ROE of 4.5% — below average capital efficiency
7.0% margin — thin
Negative free cash flow — burning cash
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 : BEN
The strongest argument for BEN centers on PEG Ratio, Price/Book, EPS Growth. PEG of 0.32 suggests the stock is reasonably priced for its growth.
Bear Case : BAM
The primary concerns for BAM are P/E Ratio, Price/Book, Piotroski F-Score.
Bear Case : BEN
The primary concerns for BEN are Revenue Growth, Return on Equity, Profit Margin.
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 1.46 — 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 64/100), backed by strong 51.6% margins and 31.1% revenue growth. BEN offers better value entry with a 45.5% margin of safety. 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 →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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