WallStSmart

Brookfield Asset Management Ltd. (BAM)vsNuveen Variable Rate Preferred & Income Fund (NPFD)

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Smart Verdict

WallStSmart Research — data-driven comparison

Brookfield Asset Management Ltd. generates 11603% more annual revenue ($5.74B vs $49.02M). NPFD leads profitability with a 61.6% profit margin vs 48.9%. NPFD trades at a lower P/E of 14.3x. 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

NPFD

Hold

48

out of 100

Grade: D+

Growth: 3.7Profit: 8.5Value: 6.0Quality: 5.3
Piotroski: 2/9Altman Z: 1.07

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
$72.21B9/10

Large-cap with strong market position

EPS GrowthGrowth
47.4%8/10

Earnings expanding 47.4% YoY

NPFD4 strengths · Avg: 9.5/10
Price/BookValuation
0.9x10/10

Reasonable price relative to book value

Profit MarginProfitability
61.6%10/10

Keeps 62 of every $100 in revenue as profit

Operating MarginProfitability
83.8%10/10

Strong operational efficiency at 83.8%

P/E RatioValuation
14.3x8/10

Attractively priced relative to earnings

Areas to Watch

BAM4 concerns · Avg: 3.8/10
P/E RatioValuation
26.0x4/10

Moderate valuation

Price/BookValuation
9.8x4/10

Trading at 9.8x 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

NPFD4 concerns · Avg: 3.0/10
Revenue GrowthGrowth
3.8%4/10

3.8% revenue growth

Market CapQuality
$429.15M3/10

Smaller company, higher risk/reward

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

EPS GrowthGrowth
-93.6%2/10

Earnings declined 93.6%

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 : NPFD

The strongest argument for NPFD centers on Price/Book, Profit Margin, Operating Margin. Profitability is solid with margins at 61.6% and operating margin at 83.8%.

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 : NPFD

The primary concerns for NPFD are Revenue Growth, Market Cap, Piotroski F-Score.

Key Dynamics to Monitor

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

BAM carries more volatility with a beta of 1.32 — expect wider price swings.

BAM is growing revenue faster at 60.8% — sustainability is the question.

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

Bottom Line

BAM scores higher overall (77/100 vs 48/100), 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.

Visit Website →

Nuveen Variable Rate Preferred & Income Fund

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

The Nuveen Variable Rate Preferred & Income Fund (NPFD) is a closed-end fund tailored for institutional investors aiming to achieve significant current income through a diversified portfolio of variable-rate preferred and income-generating securities. Managed by the esteemed investment management firm Nuveen, the fund prioritizes high-quality assets and employs a disciplined investment strategy to enhance risk-adjusted returns. By focusing on income stability amidst shifting interest rate conditions, NPFD presents an attractive opportunity to engage with the preferred securities market while effectively navigating income-related challenges.

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