WallStSmart

Brookfield Asset Management Ltd. (BAM)vsMidCap Financial Investment Corporation (MFIC)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Brookfield Asset Management Ltd. generates 1516% more annual revenue ($5.07B vs $314.00M). BAM leads profitability with a 49.7% profit margin vs 1.9%. BAM appears more attractively valued with a PEG of 1.46. BAM earns a higher WallStSmart Score of 68/100 (B-).

BAM

Strong Buy

68

out of 100

Grade: B-

Growth: 6.7Profit: 9.5Value: 5.0Quality: 5.0
Piotroski: 2/9Altman Z: 1.97

MFIC

Hold

43

out of 100

Grade: D

Growth: 4.7Profit: 6.0Value: 3.0Quality: 3.8
Piotroski: 3/9

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

BAM5 strengths · Avg: 9.4/10
Return on EquityProfitability
32.9%10/10

Every $100 of equity generates 33 in profit

Profit MarginProfitability
49.7%10/10

Keeps 50 of every $100 in revenue as profit

Operating MarginProfitability
64.5%10/10

Strong operational efficiency at 64.5%

Market CapQuality
$76.95B9/10

Large-cap with strong market position

Revenue GrowthGrowth
23.8%8/10

Revenue surging 23.8% year-over-year

MFIC2 strengths · Avg: 10.0/10
Price/BookValuation
0.7x10/10

Reasonable price relative to book value

Operating MarginProfitability
87.4%10/10

Strong operational efficiency at 87.4%

Areas to Watch

BAM4 concerns · Avg: 3.8/10
P/E RatioValuation
30.9x4/10

Premium valuation, high expectations priced in

Price/BookValuation
9.4x4/10

Trading at 9.4x book value

Altman Z-ScoreHealth
1.974/10

Grey zone — moderate risk

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

MFIC4 concerns · Avg: 3.0/10
Market CapQuality
$837.73M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
0.5%3/10

ROE of 0.5% — below average capital efficiency

Profit MarginProfitability
1.9%3/10

1.9% margin — thin

Debt/EquityHealth
1.593/10

Elevated debt levels

Comparative Analysis Report

WallStSmart Research

Bull 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 : MFIC

The strongest argument for MFIC centers on Price/Book, Operating Margin.

Bear Case : BAM

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

Bear Case : MFIC

The primary concerns for MFIC are Market Cap, Return on Equity, Profit Margin. A P/E of 169.5x leaves little room for execution misses. Debt-to-equity of 1.59 is elevated, increasing financial risk.

Key Dynamics to Monitor

BAM profiles as a growth stock while MFIC is a value play — different risk/reward profiles.

BAM carries more volatility with a beta of 1.25 — 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 43/100), backed by strong 49.7% margins and 23.8% 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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MidCap Financial Investment Corporation

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

MidCap Financial Investment Corporation (MFIC) is a premier specialty finance firm that specializes in delivering tailored financing solutions to middle-market companies across diverse sectors. With a commitment to innovative investment strategies, MFIC seeks to optimize portfolio returns while maintaining a strong emphasis on rigorous risk management and capital preservation. Led by an experienced management team with profound industry knowledge, the company adeptly identifies lucrative investment opportunities, positioning itself as a reliable partner for businesses in need of growth capital. MFIC's focus on operational excellence enables it to adeptly navigate the complexities of a dynamic market environment, further enhancing its appeal to institutional investors.

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