WallStSmart

Brookfield Asset Management Inc (BAM)vsFederated Investors Inc B (FHI)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Brookfield Asset Management Inc generates 168% more annual revenue ($4.82B vs $1.80B). BAM leads profitability with a 51.6% profit margin vs 22.4%. FHI appears more attractively valued with a PEG of 1.09. FHI earns a higher WallStSmart Score of 77/100 (B+).

BAM

Strong Buy

66

out of 100

Grade: B-

Growth: 6.7Profit: 9.0Value: 7.3Quality: 6.0
Piotroski: 3/9

FHI

Strong Buy

77

out of 100

Grade: B+

Growth: 7.3Profit: 9.0Value: 10.0Quality: 6.0
Piotroski: 5/9
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
FHIUndervalued (+77.6%)

Margin of Safety

+77.6%

Fair Value

$240.08

Current Price

$57.50

$182.58 discount

UndervaluedFair: $240.08Overvalued

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

FHI5 strengths · Avg: 9.0/10
P/E RatioValuation
11.0x10/10

Attractively priced relative to earnings

Return on EquityProfitability
34.3%10/10

Every $100 of equity generates 34 in profit

Profit MarginProfitability
22.4%9/10

Keeps 22 of every $100 in revenue as profit

Operating MarginProfitability
28.1%8/10

Strong operational efficiency at 28.1%

EPS GrowthGrowth
33.6%8/10

Earnings expanding 33.6% 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%

FHI0 concerns · Avg: 0/10

No major concerns identified

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 : FHI

The strongest argument for FHI centers on P/E Ratio, Return on Equity, Profit Margin. Profitability is solid with margins at 22.4% and operating margin at 28.1%. Revenue growth of 13.7% demonstrates continued momentum.

Bear Case : BAM

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

Bear Case : FHI

No major red flags identified for FHI, but monitor valuation.

Key Dynamics to Monitor

BAM profiles as a growth stock while FHI is a mature 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

FHI scores higher overall (77/100 vs 66/100), backed by strong 22.4% margins and 13.7% 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 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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Federated Investors Inc B

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

Federated Hermes, Inc. is a publicly owned asset management portfolio company. The company is headquartered in Pittsburgh, Pennsylvania with additional offices in New York City and London, United Kingdom.

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