Brookfield Asset Management Ltd. (BAM)vsInvesco Plc (IVZ)
BAM
Brookfield Asset Management Ltd.
$46.70
-0.70%
FINANCIAL SERVICES · Cap: $76.95B
IVZ
Invesco Plc
$28.78
-2.91%
FINANCIAL SERVICES · Cap: $12.82B
Smart Verdict
WallStSmart Research — data-driven comparison
Invesco Plc generates 30% more annual revenue ($6.59B vs $5.07B). BAM leads profitability with a 49.7% profit margin vs -3.7%. IVZ appears more attractively valued with a PEG of 0.38. BAM earns a higher WallStSmart Score of 68/100 (B-).
BAM
Strong Buy68
out of 100
Grade: B-
IVZ
Strong Buy66
out of 100
Grade: B-
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 33 in profit
Keeps 50 of every $100 in revenue as profit
Strong operational efficiency at 64.5%
Large-cap with strong market position
Revenue surging 23.8% year-over-year
Growing faster than its price suggests
Reasonable price relative to book value
Earnings expanding 35.0% YoY
Areas to Watch
Premium valuation, high expectations priced in
Trading at 9.9x book value
Grey zone — moderate risk
Weak financial health signals
ROE of -2.0% — below average capital efficiency
Distress zone — elevated risk
Currently unprofitable
Comparative Analysis Report
WallStSmart ResearchBull 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 : IVZ
The strongest argument for IVZ centers on PEG Ratio, Price/Book, EPS Growth. Revenue growth of 14.1% demonstrates continued momentum. PEG of 0.38 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 : IVZ
The primary concerns for IVZ are Return on Equity, Altman Z-Score, Profit Margin.
Key Dynamics to Monitor
BAM profiles as a growth stock while IVZ is a turnaround play — different risk/reward profiles.
IVZ carries more volatility with a beta of 1.59 — 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 66/100), backed by strong 49.7% margins and 23.8% 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 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 →Invesco Plc
FINANCIAL SERVICES · ASSET MANAGEMENT · USA
Invesco Ltd. is an American independent investment management company that is headquartered in Atlanta, Georgia.
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