WallStSmart

Brookfield Asset Management Ltd. (BAM)vsOxford Lane Capital Corp Corp Pref 9 (OXLCO)

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Smart Verdict

WallStSmart Research — data-driven comparison

Brookfield Asset Management Ltd. generates 1136% more annual revenue ($5.74B vs $464.06M). BAM leads profitability with a 48.9% profit margin vs -126.1%. OXLCO trades at a lower P/E of 27.0x. BAM earns a higher WallStSmart Score of 79/100 (B+).

BAM

Strong Buy

79

out of 100

Grade: B+

Growth: 8.7Profit: 9.5Value: 6.3Quality: 5.0
Piotroski: 2/9Altman Z: 1.85

OXLCO

Avoid

32

out of 100

Grade: F

Growth: 3.0Profit: 5.5Value: 5.3Quality: 6.8
Piotroski: 3/9

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

BAM6 strengths · Avg: 9.5/10
Return on EquityProfitability
37.1%10/10

Every $100 of equity generates 37 in profit

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
$77.08B9/10

Large-cap with strong market position

PEG RatioValuation
0.868/10

Growing faster than its price suggests

OXLCO2 strengths · Avg: 9.0/10
Operating MarginProfitability
71.8%10/10

Strong operational efficiency at 71.8%

Price/BookValuation
2.3x8/10

Reasonable price relative to book value

Areas to Watch

BAM4 concerns · Avg: 3.8/10
P/E RatioValuation
27.7x4/10

Moderate valuation

Price/BookValuation
10.3x4/10

Trading at 10.3x book value

Altman Z-ScoreHealth
1.854/10

Grey zone — moderate risk

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

OXLCO4 concerns · Avg: 3.0/10
P/E RatioValuation
27.0x4/10

Moderate valuation

Market CapQuality
$436.87M3/10

Smaller company, higher risk/reward

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Return on EquityProfitability
-52.0%2/10

ROE of -52.0% — below average capital efficiency

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 48.9% and operating margin at 68.7%. Revenue growth of 60.8% demonstrates continued momentum.

Bull Case : OXLCO

The strongest argument for OXLCO centers on Operating Margin, Price/Book.

Bear Case : BAM

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

Bear Case : OXLCO

The primary concerns for OXLCO are P/E Ratio, Market Cap, Piotroski F-Score.

Key Dynamics to Monitor

BAM profiles as a growth stock while OXLCO is a turnaround 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 (79/100 vs 32/100), backed by strong 48.9% margins and 60.8% revenue growth. Both earn "Strong Buy" and "Avoid" 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 →

Oxford Lane Capital Corp Corp Pref 9

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

Oxford Lane Capital Corp.

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