WallStSmart

Brookfield Asset Management Inc (BAM)vsCion Investment Corp (CION)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Brookfield Asset Management Inc generates 1900% more annual revenue ($4.82B vs $240.82M). BAM leads profitability with a 51.6% profit margin vs -8.6%. 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

CION

Hold

49

out of 100

Grade: D+

Growth: 6.7Profit: 5.0Value: 5.0Quality: 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

Intrinsic value data unavailable for CION.

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

CION3 strengths · Avg: 9.3/10
Price/BookValuation
0.5x10/10

Reasonable price relative to book value

Operating MarginProfitability
75.4%10/10

Strong operational efficiency at 75.4%

EPS GrowthGrowth
24.3%8/10

Earnings expanding 24.3% YoY

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%

CION4 concerns · Avg: 2.3/10
Market CapQuality
$345.16M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
-2.7%2/10

ROE of -2.7% — below average capital efficiency

Revenue GrowthGrowth
-7.1%2/10

Revenue declined 7.1%

Free Cash FlowQuality
$-4.37M2/10

Negative free cash flow — burning cash

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 : CION

The strongest argument for CION centers on Price/Book, Operating Margin, EPS Growth.

Bear Case : BAM

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

Bear Case : CION

The primary concerns for CION are Market Cap, Return on Equity, Revenue Growth.

Key Dynamics to Monitor

BAM profiles as a growth stock while CION is a turnaround 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 49/100), backed by strong 51.6% margins and 31.1% revenue growth. Both earn "Strong Buy" and "Hold" 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 →

Cion Investment Corp

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

Cion Investment Corp (CION) is a diversified asset management firm specializing in private debt investments aimed at the middle market sector. The company excels in delivering innovative financing solutions to growth-oriented businesses, leveraging its expertise and extensive relationships in the investment community to uncover lucrative opportunities. With a disciplined investment strategy focused on generating robust risk-adjusted returns while prioritizing capital preservation, CION is well-positioned to navigate the evolving private equity landscape, making it an attractive option for institutional investors seeking effective exposure to the dynamic middle market.

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