WallStSmart

Brookfield Asset Management Ltd. (BAM)vsGreat Elm Group Inc (GEG)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Brookfield Asset Management Ltd. generates 22130% more annual revenue ($5.07B vs $22.82M). BAM leads profitability with a 49.7% profit margin vs -100.5%. GEG appears more attractively valued with a PEG of 0.77. BAM earns a higher WallStSmart Score of 68/100 (B-).

BAM

Strong Buy

68

out of 100

Grade: B-

Growth: 7.3Profit: 9.5Value: 5.0Quality: 5.0
Piotroski: 3/9Altman Z: 1.97

GEG

Hold

40

out of 100

Grade: D

Growth: 6.7Profit: 2.0Value: 6.0Quality: 5.0
Piotroski: 3/9Altman Z: -27.28

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

BAM5 strengths · Avg: 9.4/10
Return on EquityProfitability
33.0%10/10

Every $100 of equity generates 33 in profit

Profit MarginProfitability
49.7%10/10

Keeps 50 of every $100 in revenue as profit

Operating MarginProfitability
64.5%10/10

Strong operational efficiency at 64.5%

Market CapQuality
$76.25B9/10

Large-cap with strong market position

Revenue GrowthGrowth
23.8%8/10

Revenue surging 23.8% year-over-year

GEG2 strengths · Avg: 8.0/10
PEG RatioValuation
0.778/10

Growing faster than its price suggests

Price/BookValuation
1.6x8/10

Reasonable price relative to book value

Areas to Watch

BAM4 concerns · Avg: 3.8/10
P/E RatioValuation
30.6x4/10

Premium valuation, high expectations priced in

Price/BookValuation
9.9x4/10

Trading at 9.9x book value

Altman Z-ScoreHealth
1.974/10

Grey zone — moderate risk

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

GEG4 concerns · Avg: 3.3/10
EPS GrowthGrowth
2.2%4/10

2.2% earnings growth

Market CapQuality
$71.49M3/10

Smaller company, higher risk/reward

Debt/EquityHealth
1.593/10

Elevated debt levels

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Comparative Analysis Report

WallStSmart Research

Bull 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 : GEG

The strongest argument for GEG centers on PEG Ratio, Price/Book. PEG of 0.77 suggests the stock is reasonably priced for its growth.

Bear Case : BAM

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

Bear Case : GEG

The primary concerns for GEG are EPS Growth, Market Cap, Debt/Equity. Debt-to-equity of 1.59 is elevated, increasing financial risk.

Key Dynamics to Monitor

BAM profiles as a growth stock while GEG is a turnaround play — different risk/reward profiles.

BAM carries more volatility with a beta of 1.25 — expect wider price swings.

BAM is growing revenue faster at 23.8% — sustainability is the question.

BAM generates stronger free cash flow (339M), providing more financial flexibility.

Bottom Line

BAM scores higher overall (68/100 vs 40/100), 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 →

Great Elm Group Inc

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

Great Elm Group, Inc. operates in durable medical equipment, investment management, and real estate businesses. The company is headquartered in Waltham, Massachusetts.

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