WallStSmart

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

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Brookfield Asset Management Inc generates 68% more annual revenue ($4.82B vs $2.87B). BAM leads profitability with a 51.6% profit margin vs 2.8%. OWL appears more attractively valued with a PEG of 0.14. OWL earns a higher WallStSmart Score of 68/100 (B-).

BAM

Strong Buy

66

out of 100

Grade: B-

Growth: 6.7Profit: 9.0Value: 7.3Quality: 6.0
Piotroski: 3/9

OWL

Strong Buy

68

out of 100

Grade: B-

Growth: 9.3Profit: 6.0Value: 4.7Quality: 4.3
Piotroski: 3/9Altman Z: 1.00
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

BAMSignificantly Overvalued (-400.1%)

Margin of Safety

-400.1%

Fair Value

$10.47

Current Price

$42.87

$32.40 premium

UndervaluedFair: $10.47Overvalued
OWLSignificantly Overvalued (-169.4%)

Margin of Safety

-169.4%

Fair Value

$4.68

Current Price

$9.03

$4.35 premium

UndervaluedFair: $4.68Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

BAM5 strengths · Avg: 9.6/10
Profit MarginProfitability
51.6%10/10

Keeps 52 of every $100 in revenue as profit

Operating MarginProfitability
67.9%10/10

Strong operational efficiency at 67.9%

Revenue GrowthGrowth
31.1%10/10

Revenue surging 31.1% year-over-year

Market CapQuality
$70.28B9/10

Large-cap with strong market position

Return on EquityProfitability
22.3%9/10

Every $100 of equity generates 22 in profit

OWL5 strengths · Avg: 9.2/10
PEG RatioValuation
0.1410/10

Growing faster than its price suggests

Operating MarginProfitability
32.4%10/10

Strong operational efficiency at 32.4%

EPS GrowthGrowth
57.4%10/10

Earnings expanding 57.4% YoY

Price/BookValuation
2.7x8/10

Reasonable price relative to book value

Revenue GrowthGrowth
19.7%8/10

19.7% revenue growth

Areas to Watch

BAM4 concerns · Avg: 3.3/10
P/E RatioValuation
27.9x4/10

Moderate valuation

Price/BookValuation
8.5x4/10

Trading at 8.5x book value

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

EPS GrowthGrowth
-20.7%2/10

Earnings declined 20.7%

OWL4 concerns · Avg: 2.8/10
Return on EquityProfitability
5.1%3/10

ROE of 5.1% — below average capital efficiency

Profit MarginProfitability
2.8%3/10

2.8% margin — thin

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

P/E RatioValuation
89.6x2/10

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 51.6% and operating margin at 67.9%. Revenue growth of 31.1% demonstrates continued momentum.

Bull Case : OWL

The strongest argument for OWL centers on PEG Ratio, Operating Margin, EPS Growth. Revenue growth of 19.7% demonstrates continued momentum. PEG of 0.14 suggests the stock is reasonably priced for its growth.

Bear Case : BAM

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

Bear Case : OWL

The primary concerns for OWL are Return on Equity, Profit Margin, Piotroski F-Score. A P/E of 89.6x leaves little room for execution misses. Thin 2.8% margins leave little buffer for downturns.

Key Dynamics to Monitor

BAM carries more volatility with a beta of 1.29 — expect wider price swings.

BAM is growing revenue faster at 31.1% — sustainability is the question.

BAM generates stronger free cash flow (706M), providing more financial flexibility.

Monitor ASSET MANAGEMENT industry trends, competitive dynamics, and regulatory changes.

Bottom Line

OWL scores higher overall (68/100 vs 66/100) and 19.7% 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 Inc

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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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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