WallStSmart

Brookfield Asset Management Ltd. (BAM)vsInnventure, Inc. (INV)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Brookfield Asset Management Ltd. generates 152805% more annual revenue ($5.74B vs $3.75M). BAM leads profitability with a 48.9% profit margin vs 0.0%. BAM earns a higher WallStSmart Score of 77/100 (B+).

BAM

Strong Buy

77

out of 100

Grade: B+

Growth: 8.7Profit: 8.0Value: 5.7Quality: 4.0
Piotroski: 2/9Altman Z: 1.97

INV

Hold

36

out of 100

Grade: F

Growth: 8.0Profit: 2.5Value: 5.0Quality: 5.5
Piotroski: 4/9Altman Z: -0.98

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

BAM5 strengths · Avg: 9.4/10
Profit MarginProfitability
48.9%10/10

Keeps 49 of every $100 in revenue as profit

Operating MarginProfitability
68.7%10/10

Strong operational efficiency at 68.7%

Revenue GrowthGrowth
60.8%10/10

Revenue surging 60.8% year-over-year

Market CapQuality
$75.49B9/10

Large-cap with strong market position

EPS GrowthGrowth
47.4%8/10

Earnings expanding 47.4% YoY

INV3 strengths · Avg: 10.0/10
Price/BookValuation
0.4x10/10

Reasonable price relative to book value

Revenue GrowthGrowth
100.2%10/10

Revenue surging 100.2% year-over-year

Debt/EquityHealth
0.0310/10

Conservative balance sheet, low leverage

Areas to Watch

BAM4 concerns · Avg: 3.8/10
P/E RatioValuation
27.2x4/10

Moderate valuation

Price/BookValuation
10.1x4/10

Trading at 10.1x book value

Altman Z-ScoreHealth
1.974/10

Grey zone — moderate risk

Return on EquityProfitability
6.0%3/10

ROE of 6.0% — below average capital efficiency

INV4 concerns · Avg: 3.0/10
EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Market CapQuality
$95.19M3/10

Smaller company, higher risk/reward

Profit MarginProfitability
0.0%3/10

0.0% margin — thin

Return on EquityProfitability
-76.5%2/10

ROE of -76.5% — below average capital efficiency

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 48.9% and operating margin at 68.7%. Revenue growth of 60.8% demonstrates continued momentum.

Bull Case : INV

The strongest argument for INV centers on Price/Book, Revenue Growth, Debt/Equity. Revenue growth of 100.2% demonstrates continued momentum.

Bear Case : BAM

The primary concerns for BAM are P/E Ratio, Price/Book, Altman Z-Score. Debt-to-equity of 5.69 is elevated, increasing financial risk.

Bear Case : INV

The primary concerns for INV are EPS Growth, Market Cap, Profit Margin.

Key Dynamics to Monitor

BAM profiles as a growth stock while INV is a hypergrowth play — different risk/reward profiles.

BAM carries more volatility with a beta of 1.26 — expect wider price swings.

INV is growing revenue faster at 100.2% — sustainability is the question.

BAM generates stronger free cash flow (393M), providing more financial flexibility.

Bottom Line

BAM scores higher overall (77/100 vs 36/100), backed by strong 48.9% margins and 60.8% 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.

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Innventure, Inc.

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

Innventure, Inc. funds and operates companies with a focus on transformative, sustainable technology solutions acquired or licensed from multinational corporations. The company is headquartered in Orlando, Florida.

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