WallStSmart

Brookfield Asset Management Inc (BAM)vsCapital Southwest Corporation (CSWC)

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Smart Verdict

WallStSmart Research — data-driven comparison

Brookfield Asset Management Inc generates 2024% more annual revenue ($4.82B vs $226.75M). BAM leads profitability with a 51.6% profit margin vs 45.5%. 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

CSWC

Buy

65

out of 100

Grade: C+

Growth: 8.7Profit: 8.0Value: 7.3Quality: 4.0
Piotroski: 1/9Altman Z: 0.60
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
CSWCUndervalued (+72.6%)

Margin of Safety

+72.6%

Fair Value

$84.71

Current Price

$22.05

$62.66 discount

UndervaluedFair: $84.71Overvalued

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

CSWC6 strengths · Avg: 9.3/10
Price/BookValuation
1.3x10/10

Reasonable price relative to book value

Profit MarginProfitability
45.5%10/10

Keeps 46 of every $100 in revenue as profit

Operating MarginProfitability
85.7%10/10

Strong operational efficiency at 85.7%

EPS GrowthGrowth
59.4%10/10

Earnings expanding 59.4% YoY

P/E RatioValuation
12.2x8/10

Attractively priced relative to earnings

Revenue GrowthGrowth
18.2%8/10

18.2% revenue growth

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%

CSWC4 concerns · Avg: 2.5/10
Market CapQuality
$1.33B3/10

Smaller company, higher risk/reward

Piotroski F-ScoreQuality
1/93/10

Weak financial health signals

PEG RatioValuation
12.542/10

Expensive relative to growth rate

Altman Z-ScoreHealth
0.602/10

Distress zone — elevated risk

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 : CSWC

The strongest argument for CSWC centers on Price/Book, Profit Margin, Operating Margin. Profitability is solid with margins at 45.5% and operating margin at 85.7%. Revenue growth of 18.2% demonstrates continued momentum.

Bear Case : BAM

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

Bear Case : CSWC

The primary concerns for CSWC are Market Cap, Piotroski F-Score, PEG Ratio.

Key Dynamics to Monitor

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.

Monitor ASSET MANAGEMENT industry trends, competitive dynamics, and regulatory changes.

Bottom Line

BAM scores higher overall (66/100 vs 65/100), backed by strong 51.6% margins and 31.1% revenue growth. CSWC offers better value entry with a 72.6% 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.

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Capital Southwest Corporation

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

Capital Southwest Corporation (CSWC) is a prominent publicly traded business development company that specializes in offering tailored financing solutions to middle-market businesses. With a focus on strategic debt and equity investments, CSWC aims to generate attractive risk-adjusted returns for its investors while supporting the growth of its portfolio companies across diverse sectors, including healthcare, technology, and manufacturing. The firm combines its deep private equity expertise and extensive industry relationships to drive operational enhancements and create long-term value, positioning itself as a reliable partner in the expansion journey of its clients.

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