WallStSmart

Brookfield Asset Management Ltd. (BAM)vsNorthern Trust Corporation (NTRS)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Northern Trust Corporation generates 65% more annual revenue ($8.36B vs $5.07B). BAM leads profitability with a 49.7% profit margin vs 22.4%. BAM appears more attractively valued with a PEG of 1.21. NTRS earns a higher WallStSmart Score of 76/100 (B+).

BAM

Strong Buy

68

out of 100

Grade: B-

Growth: 6.7Profit: 9.5Value: 5.7Quality: 5.0
Piotroski: 2/9Altman Z: 1.97

NTRS

Strong Buy

76

out of 100

Grade: B+

Growth: 8.7Profit: 7.5Value: 5.7Quality: 5.0
Piotroski: 3/9Altman Z: -0.32

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
$74.11B9/10

Large-cap with strong market position

Revenue GrowthGrowth
23.8%8/10

Revenue surging 23.8% year-over-year

NTRS4 strengths · Avg: 8.8/10
Operating MarginProfitability
31.7%10/10

Strong operational efficiency at 31.7%

Profit MarginProfitability
22.4%9/10

Keeps 22 of every $100 in revenue as profit

Price/BookValuation
2.7x8/10

Reasonable price relative to book value

EPS GrowthGrowth
42.6%8/10

Earnings expanding 42.6% YoY

Areas to Watch

BAM4 concerns · Avg: 3.8/10
P/E RatioValuation
29.9x4/10

Moderate valuation

Price/BookValuation
10.0x4/10

Trading at 10.0x book value

Altman Z-ScoreHealth
1.974/10

Grey zone — moderate risk

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

NTRS4 concerns · Avg: 2.5/10
Debt/EquityHealth
1.183/10

Elevated debt levels

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Free Cash FlowQuality
$-539.50M2/10

Negative free cash flow — burning cash

Altman Z-ScoreHealth
-0.322/10

Distress zone — elevated risk

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 : NTRS

The strongest argument for NTRS centers on Operating Margin, Profit Margin, Price/Book. Profitability is solid with margins at 22.4% and operating margin at 31.7%. Revenue growth of 13.9% demonstrates continued momentum.

Bear Case : BAM

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

Bear Case : NTRS

The primary concerns for NTRS are Debt/Equity, Piotroski F-Score, Free Cash Flow.

Key Dynamics to Monitor

BAM profiles as a growth stock while NTRS is a mature play — different risk/reward profiles.

NTRS carries more volatility with a beta of 1.26 — 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

NTRS scores higher overall (76/100 vs 68/100), backed by strong 22.4% margins and 13.9% 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.

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Northern Trust Corporation

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

Northern Trust Corporation is a financial services company headquartered in Chicago, Illinois that caters to corporations, institutional investors, and ultra high net worth individuals.

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