WallStSmart

Brookfield Asset Management Ltd. (BAM)vsOaktree Specialty Lending Corp (OCSL)

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Smart Verdict

WallStSmart Research — data-driven comparison

Brookfield Asset Management Ltd. generates 1863% more annual revenue ($5.74B vs $292.23M). BAM leads profitability with a 48.9% profit margin vs 14.4%. OCSL appears more attractively valued with a PEG of 0.93. 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

OCSL

Buy

57

out of 100

Grade: C

Growth: 4.7Profit: 6.5Value: 6.3Quality: 5.5
Piotroski: 4/9Altman Z: 0.31

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
$72.29B9/10

Large-cap with strong market position

EPS GrowthGrowth
47.4%8/10

Earnings expanding 47.4% YoY

OCSL3 strengths · Avg: 9.3/10
Price/BookValuation
0.8x10/10

Reasonable price relative to book value

Operating MarginProfitability
81.6%10/10

Strong operational efficiency at 81.6%

PEG RatioValuation
0.938/10

Growing faster than its price suggests

Areas to Watch

BAM4 concerns · Avg: 3.8/10
P/E RatioValuation
26.5x4/10

Moderate valuation

Price/BookValuation
9.5x4/10

Trading at 9.5x 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

OCSL4 concerns · Avg: 3.3/10
P/E RatioValuation
25.8x4/10

Moderate valuation

Market CapQuality
$1.09B3/10

Smaller company, higher risk/reward

Return on EquityProfitability
3.6%3/10

ROE of 3.6% — below average capital efficiency

Debt/EquityHealth
1.043/10

Elevated debt levels

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 : OCSL

The strongest argument for OCSL centers on Price/Book, Operating Margin, PEG Ratio. PEG of 0.93 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. Debt-to-equity of 5.69 is elevated, increasing financial risk.

Bear Case : OCSL

The primary concerns for OCSL are P/E Ratio, Market Cap, Return on Equity.

Key Dynamics to Monitor

BAM profiles as a growth stock while OCSL is a declining play — different risk/reward profiles.

BAM carries more volatility with a beta of 1.26 — 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 57/100), backed by strong 48.9% margins and 60.8% revenue growth. Both earn "Strong Buy" and "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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Oaktree Specialty Lending Corp

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

Oaktree Specialty Lending Corp (OCSL) is a publicly traded business development company that specializes in providing customized financing solutions for middle-market enterprises. Backed by the extensive expertise of Oaktree Capital Management, OCSL employs a disciplined investment strategy centered on securing attractive risk-adjusted returns primarily through secured debt instruments. The company boasts a diversified portfolio spanning multiple sectors, with a strong emphasis on credit quality and strategic risk management practices. This positions OCSL as an appealing option for institutional investors seeking reliable income and stability in the dynamic specialty lending landscape.

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