Brookfield Asset Management Ltd. (BAM)vsAxa Equitable Holdings Inc (EQH)
BAM
Brookfield Asset Management Ltd.
$48.05
-1.46%
FINANCIAL SERVICES · Cap: $74.11B
EQH
Axa Equitable Holdings Inc
$48.35
-2.11%
FINANCIAL SERVICES · Cap: $13.37B
Smart Verdict
WallStSmart Research — data-driven comparison
Axa Equitable Holdings Inc generates 123% more annual revenue ($11.32B vs $5.07B). BAM leads profitability with a 49.7% profit margin vs -7.3%. BAM earns a higher WallStSmart Score of 68/100 (B-).
BAM
Strong Buy68
out of 100
Grade: B-
EQH
Hold45
out of 100
Grade: D
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 33 in profit
Keeps 50 of every $100 in revenue as profit
Strong operational efficiency at 64.5%
Large-cap with strong market position
Revenue surging 23.8% year-over-year
Earnings expanding 1244.0% YoY
Strong operational efficiency at 22.4%
Areas to Watch
Moderate valuation
Trading at 10.1x book value
Grey zone — moderate risk
Weak financial health signals
Weak financial health signals
ROE of -301.1% — below average capital efficiency
Revenue declined 7.6%
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : BAM
The strongest argument for BAM centers on Return on Equity, Profit Margin, Operating Margin. Profitability is solid with margins at 49.7% and operating margin at 64.5%. Revenue growth of 23.8% demonstrates continued momentum.
Bull Case : EQH
The strongest argument for EQH centers on EPS Growth, Operating Margin.
Bear Case : BAM
The primary concerns for BAM are P/E Ratio, Price/Book, Altman Z-Score.
Bear Case : EQH
The primary concerns for EQH are Piotroski F-Score, Return on Equity, Revenue Growth. Debt-to-equity of 25.37 is elevated, increasing financial risk.
Key Dynamics to Monitor
BAM profiles as a growth stock while EQH is a turnaround play — different risk/reward profiles.
BAM carries more volatility with a beta of 1.26 — expect wider price swings.
BAM is growing revenue faster at 23.8% — sustainability is the question.
EQH generates stronger free cash flow (490M), providing more financial flexibility.
Bottom Line
BAM scores higher overall (68/100 vs 45/100), backed by strong 49.7% margins and 23.8% 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 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 →Axa Equitable Holdings Inc
FINANCIAL SERVICES · ASSET MANAGEMENT · USA
Equitable Holdings, Inc. is a globally diversified financial services company. The company is headquartered in New York, New York.
Visit Website →Compare with Other ASSET MANAGEMENT Stocks
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