WallStSmart

Brookfield Asset Management Inc (BAM)vsAngel Oak Financial Strategies Income Term Trust (FINS)

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Smart Verdict

WallStSmart Research — data-driven comparison

Brookfield Asset Management Inc generates 15049% more annual revenue ($4.82B vs $31.80M). FINS leads profitability with a 123.9% profit margin vs 51.6%. FINS trades at a lower P/E of 6.8x. 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

FINS

Buy

51

out of 100

Grade: C-

Growth: 4.7Profit: 8.0Value: 6.3Quality: 8.5
Piotroski: 5/9Altman Z: 2.01
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
FINSOvervalued (-6.0%)

Margin of Safety

-6.0%

Fair Value

$12.58

Current Price

$12.58

$0.00 premium

UndervaluedFair: $12.58Overvalued

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

FINS4 strengths · Avg: 10.0/10
P/E RatioValuation
6.8x10/10

Attractively priced relative to earnings

Price/BookValuation
0.9x10/10

Reasonable price relative to book value

Profit MarginProfitability
123.9%10/10

Keeps 124 of every $100 in revenue as profit

Operating MarginProfitability
77.2%10/10

Strong operational efficiency at 77.2%

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%

FINS3 concerns · Avg: 2.3/10
Market CapQuality
$417.38M3/10

Smaller company, higher risk/reward

Revenue GrowthGrowth
-1.5%2/10

Revenue declined 1.5%

EPS GrowthGrowth
-97.7%2/10

Earnings declined 97.7%

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 : FINS

The strongest argument for FINS centers on P/E Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 123.9% and operating margin at 77.2%.

Bear Case : BAM

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

Bear Case : FINS

The primary concerns for FINS are Market Cap, Revenue Growth, EPS Growth.

Key Dynamics to Monitor

BAM profiles as a growth stock while FINS is a declining 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 51/100), backed by strong 51.6% margins and 31.1% revenue growth. 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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Angel Oak Financial Strategies Income Term Trust

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

Angel Oak Financial Strategies Income Term Trust (FINS) is a closed-end fund designed to deliver robust income generation through a diversified portfolio of fixed-income securities, including mortgage-backed and other credit instruments. Leveraging the extensive expertise of Angel Oak Capital Advisors, the Trust employs a strategic investment approach that emphasizes both total return enhancement and effective risk management. With its focus on navigating the complexities of the fixed-income market, FINS presents a compelling option for institutional investors aiming to achieve consistent income and optimize their risk-adjusted returns.

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