WallStSmart

Brookfield Asset Management Inc (BAM)vsHamilton Lane Inc (HLNE)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Brookfield Asset Management Inc generates 531% more annual revenue ($4.82B vs $763.40M). BAM leads profitability with a 51.6% profit margin vs 30.6%. HLNE appears more attractively valued with a PEG of 1.39. HLNE earns a higher WallStSmart Score of 69/100 (B-).

BAM

Strong Buy

66

out of 100

Grade: B-

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

HLNE

Strong Buy

69

out of 100

Grade: B-

Growth: 7.3Profit: 9.5Value: 7.3Quality: 7.3
Piotroski: 5/9Altman Z: 2.40
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
HLNESignificantly Overvalued (-70.5%)

Margin of Safety

-70.5%

Fair Value

$74.95

Current Price

$100.86

$25.91 premium

UndervaluedFair: $74.95Overvalued

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

HLNE5 strengths · Avg: 9.2/10
Return on EquityProfitability
31.7%10/10

Every $100 of equity generates 32 in profit

Profit MarginProfitability
30.6%10/10

Keeps 31 of every $100 in revenue as profit

Operating MarginProfitability
43.3%10/10

Strong operational efficiency at 43.3%

P/E RatioValuation
17.8x8/10

Attractively priced relative to earnings

Revenue GrowthGrowth
18.0%8/10

18.0% revenue growth

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%

HLNE1 concerns · Avg: 4.0/10
EPS GrowthGrowth
4.1%4/10

4.1% earnings growth

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 : HLNE

The strongest argument for HLNE centers on Return on Equity, Profit Margin, Operating Margin. Profitability is solid with margins at 30.6% and operating margin at 43.3%. Revenue growth of 18.0% demonstrates continued momentum.

Bear Case : BAM

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

Bear Case : HLNE

The primary concerns for HLNE are EPS Growth.

Key Dynamics to Monitor

HLNE carries more volatility with a beta of 1.35 — 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.

Monitor ASSET MANAGEMENT industry trends, competitive dynamics, and regulatory changes.

Bottom Line

HLNE scores higher overall (69/100 vs 66/100), backed by strong 30.6% margins and 18.0% 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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Hamilton Lane Inc

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

Hamilton Lane Incorporated is an investment firm specializing in fund and direct investments. The company is headquartered in Conshohocken, Pennsylvania with additional offices across Europe, North America, and Asia.

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