Brookfield Asset Management Ltd. (BAM)vsNew Mountain Finance Corporation (NMFC)
BAM
Brookfield Asset Management Ltd.
$46.70
-1.13%
FINANCIAL SERVICES · Cap: $76.95B
NMFC
New Mountain Finance Corporation
$7.83
-2.25%
FINANCIAL SERVICES · Cap: $735.78M
Smart Verdict
WallStSmart Research — data-driven comparison
Brookfield Asset Management Ltd. generates 1536% more annual revenue ($5.07B vs $310.21M). BAM leads profitability with a 49.7% profit margin vs -18.6%. NMFC appears more attractively valued with a PEG of 1.34. BAM earns a higher WallStSmart Score of 68/100 (B-).
BAM
Strong Buy68
out of 100
Grade: B-
NMFC
Hold46
out of 100
Grade: D+
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
Reasonable price relative to book value
Strong operational efficiency at 84.5%
Areas to Watch
Premium valuation, high expectations priced in
Trading at 9.9x book value
Grey zone — moderate risk
Weak financial health signals
Smaller company, higher risk/reward
Elevated debt levels
ROE of -5.5% — below average capital efficiency
Revenue declined 19.7%
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 : NMFC
The strongest argument for NMFC centers on Price/Book, Operating Margin. PEG of 1.34 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 : NMFC
The primary concerns for NMFC are Market Cap, Debt/Equity, Return on Equity.
Key Dynamics to Monitor
BAM profiles as a growth stock while NMFC is a turnaround 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.
NMFC generates stronger free cash flow (401M), providing more financial flexibility.
Bottom Line
BAM scores higher overall (68/100 vs 46/100), 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.
Visit Website →New Mountain Finance Corporation
FINANCIAL SERVICES · ASSET MANAGEMENT · USA
New Mountain Finance Corporation (NMFC) is a distinguished business development company specializing in tailored debt and equity financing solutions for middle-market enterprises across various industries. Supported by New Mountain Capital, NMFC adopts a rigorous investment approach that emphasizes capital preservation and the generation of sustainable income, striving to achieve attractive risk-adjusted returns for its investors. The company is characterized by its experienced management team and a strategic focus on enhancing shareholder value while cultivating resilience and growth within its investment portfolio, solidifying its position as a key player in the competitive middle-market landscape.
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