WallStSmart

Brookfield Asset Management Ltd. (BAM)vsBlue Owl Capital Inc (OWL)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Brookfield Asset Management Ltd. generates 92% more annual revenue ($5.74B vs $2.99B). BAM leads profitability with a 48.9% profit margin vs 2.7%. OWL appears more attractively valued with a PEG of 0.19. 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

OWL

Buy

51

out of 100

Grade: C-

Growth: 6.0Profit: 6.0Value: 5.7Quality: 2.5
Piotroski: 2/9Altman Z: 0.76

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
$75.49B9/10

Large-cap with strong market position

EPS GrowthGrowth
47.4%8/10

Earnings expanding 47.4% YoY

OWL2 strengths · Avg: 9.0/10
PEG RatioValuation
0.1910/10

Growing faster than its price suggests

Operating MarginProfitability
28.9%8/10

Strong operational efficiency at 28.9%

Areas to Watch

BAM4 concerns · Avg: 3.8/10
P/E RatioValuation
27.2x4/10

Moderate valuation

Price/BookValuation
10.1x4/10

Trading at 10.1x 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

OWL4 concerns · Avg: 2.8/10
Return on EquityProfitability
4.0%3/10

ROE of 4.0% — below average capital efficiency

Profit MarginProfitability
2.7%3/10

2.7% margin — thin

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

P/E RatioValuation
93.5x2/10

Premium valuation, high expectations priced in

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 : OWL

The strongest argument for OWL centers on PEG Ratio, Operating Margin. PEG of 0.19 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 : OWL

The primary concerns for OWL are Return on Equity, Profit Margin, Piotroski F-Score. A P/E of 93.5x leaves little room for execution misses. Debt-to-equity of 2.18 is elevated, increasing financial risk.

Key Dynamics to Monitor

BAM profiles as a growth stock while OWL is a value 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.

OWL generates stronger free cash flow (453M), providing more financial flexibility.

Bottom Line

BAM scores higher overall (77/100 vs 51/100), 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.

Visit Website →

Blue Owl Capital Inc

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

Blue Owl Capital Inc. is an asset manager. The company is headquartered in New York, New York.

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