Brookfield Asset Management Inc (BAM)vsJanus Henderson Group PLC (JHG)
BAM
Brookfield Asset Management Inc
$42.87
-1.08%
FINANCIAL SERVICES · Cap: $70.28B
JHG
Janus Henderson Group PLC
$51.42
-1.31%
FINANCIAL SERVICES · Cap: $8.03B
Smart Verdict
WallStSmart Research — data-driven comparison
Brookfield Asset Management Inc generates 56% more annual revenue ($4.82B vs $3.10B). BAM leads profitability with a 51.6% profit margin vs 26.3%. JHG appears more attractively valued with a PEG of 1.05. JHG earns a higher WallStSmart Score of 85/100 (A).
BAM
Strong Buy66
out of 100
Grade: B-
JHG
Exceptional Buy85
out of 100
Grade: A
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
+80.3%
Fair Value
$244.76
Current Price
$51.42
$193.34 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
Strong operational efficiency at 42.7%
Revenue surging 61.3% year-over-year
Keeps 26 of every $100 in revenue as profit
Reasonable price relative to book value
Areas to Watch
Moderate valuation
Trading at 8.5x book value
Weak financial health signals
Earnings declined 20.7%
2.4% earnings growth
Negative free cash flow — burning cash
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 : JHG
The strongest argument for JHG centers on P/E Ratio, Operating Margin, Revenue Growth. Profitability is solid with margins at 26.3% and operating margin at 42.7%. Revenue growth of 61.3% demonstrates continued momentum.
Bear Case : BAM
The primary concerns for BAM are P/E Ratio, Price/Book, Piotroski F-Score.
Bear Case : JHG
The primary concerns for JHG are EPS Growth, Free Cash Flow.
Key Dynamics to Monitor
JHG carries more volatility with a beta of 1.52 — expect wider price swings.
JHG is growing revenue faster at 61.3% — 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
JHG scores higher overall (85/100 vs 66/100), backed by strong 26.3% margins and 61.3% revenue growth. Both earn "Exceptional 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 →Janus Henderson Group PLC
FINANCIAL SERVICES · ASSET MANAGEMENT · USA
Janus Henderson Group plc is an asset management portfolio entity. The company is headquartered in London, United Kingdom with additional offices in Jersey, United Kingdom and Sydney, Australia.
Visit Website →Compare with Other ASSET MANAGEMENT Stocks
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