WallStSmart

Brookfield Asset Management Inc (BAM)vsFS KKR Capital Corp (FSK)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Brookfield Asset Management Inc generates 217% more annual revenue ($4.82B vs $1.52B). BAM leads profitability with a 51.6% profit margin vs 0.7%. 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

FSK

Buy

57

out of 100

Grade: C

Growth: 7.3Profit: 6.0Value: 2.0Quality: 6.5
Piotroski: 6/9Altman Z: 0.50
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
FSKSignificantly Overvalued (-619.8%)

Margin of Safety

-619.8%

Fair Value

$1.87

Current Price

$10.43

$8.56 premium

UndervaluedFair: $1.87Overvalued

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

FSK3 strengths · Avg: 9.3/10
Price/BookValuation
0.5x10/10

Reasonable price relative to book value

Operating MarginProfitability
75.6%10/10

Strong operational efficiency at 75.6%

EPS GrowthGrowth
33.8%8/10

Earnings expanding 33.8% 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%

FSK4 concerns · Avg: 2.8/10
Return on EquityProfitability
0.2%3/10

ROE of 0.2% — below average capital efficiency

Profit MarginProfitability
0.7%3/10

0.7% margin — thin

Debt/EquityHealth
1.193/10

Elevated debt levels

PEG RatioValuation
3.272/10

Expensive relative to growth rate

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 : FSK

The strongest argument for FSK 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 : FSK

The primary concerns for FSK are Return on Equity, Profit Margin, Debt/Equity. A P/E of 249.3x leaves little room for execution misses. Thin 0.7% margins leave little buffer for downturns.

Key Dynamics to Monitor

BAM profiles as a growth stock while FSK is a value 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 57/100), 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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FS KKR Capital Corp

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

FS KKR Capital Corp (FSK) is a prominent diversified closed-end management investment company specializing in providing tailored financial solutions to private middle-market enterprises. Leveraging its strategic partnership with the globally recognized KKR, FSK has access to a diverse range of investment opportunities, including first-lien and second-lien loans as well as equity investments. The firm emphasizes yield generation and capital preservation through disciplined credit underwriting and effective portfolio management, aiming to deliver attractive risk-adjusted returns. With a solid track record of capital deployment across various economic cycles, FSK is strategically positioned to capitalize on evolving market conditions and identify opportunities for growth.

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