Brookfield Asset Management Inc (BAM)vsHercules Capital Inc (HTGC)
BAM
Brookfield Asset Management Inc
$42.87
-1.08%
FINANCIAL SERVICES · Cap: $70.28B
HTGC
Hercules Capital Inc
$14.18
+0.28%
FINANCIAL SERVICES · Cap: $2.60B
Smart Verdict
WallStSmart Research — data-driven comparison
Brookfield Asset Management Inc generates 805% more annual revenue ($4.82B vs $532.49M). HTGC leads profitability with a 63.8% profit margin vs 51.6%. HTGC appears more attractively valued with a PEG of 0.53. HTGC earns a higher WallStSmart Score of 76/100 (B+).
BAM
Strong Buy66
out of 100
Grade: B-
HTGC
Strong Buy76
out of 100
Grade: B+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-400.1%
Fair Value
$10.47
Current Price
$42.87
$32.40 premium
Margin of Safety
+80.6%
Fair Value
$86.58
Current Price
$14.18
$72.40 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Keeps 52 of every $100 in revenue as profit
Strong operational efficiency at 67.9%
Revenue surging 31.1% year-over-year
Large-cap with strong market position
Every $100 of equity generates 22 in profit
Attractively priced relative to earnings
Reasonable price relative to book value
Keeps 64 of every $100 in revenue as profit
Strong operational efficiency at 83.8%
Growing faster than its price suggests
Earnings expanding 31.4% YoY
Areas to Watch
Moderate valuation
Trading at 8.5x book value
Weak financial health signals
Earnings declined 20.7%
Elevated debt levels
Negative free cash flow — burning cash
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull 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 : HTGC
The strongest argument for HTGC centers on P/E Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 63.8% and operating margin at 83.8%. Revenue growth of 12.8% demonstrates continued momentum.
Bear Case : BAM
The primary concerns for BAM are P/E Ratio, Price/Book, Piotroski F-Score.
Bear Case : HTGC
The primary concerns for HTGC are Debt/Equity, Free Cash Flow, Altman Z-Score.
Key Dynamics to Monitor
BAM profiles as a growth stock while HTGC 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
HTGC scores higher overall (76/100 vs 66/100), backed by strong 63.8% margins and 12.8% 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.
Visit Website →Hercules Capital Inc
FINANCIAL SERVICES · ASSET MANAGEMENT · USA
Hercules Capital Inc. (HTGC) is a leading publicly traded business development company that specializes in providing tailored debt and equity financing solutions to venture growth-stage companies in technology, life sciences, and other high-growth industries. Leveraging its deep industry expertise, Hercules Capital strategically invests in innovative firms with a focus on fostering rapid expansion while maintaining a diversified portfolio that prioritizes strong credit quality and risk-adjusted returns. Through its capital solutions, Hercules enhances the scalability of entrepreneurial ventures, positioning itself as a vital partner in driving sustainable value for institutional investors.
Visit Website →Compare with Other ASSET MANAGEMENT Stocks
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