WallStSmart

Brookfield Asset Management Inc (BAM)vsPatria Investments Ltd (PAX)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Brookfield Asset Management Inc generates 1162% more annual revenue ($4.82B vs $381.70M). BAM leads profitability with a 51.6% profit margin vs 22.4%. PAX trades at a lower P/E of 16.5x. BAM earns a higher WallStSmart Score of 66/100 (B-).

BAM

Strong Buy

66

out of 100

Grade: B-

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

PAX

Buy

51

out of 100

Grade: C-

Growth: 4.0Profit: 8.0Value: 5.7Quality: 5.8
Piotroski: 3/9
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
PAXSignificantly Overvalued (-206.5%)

Margin of Safety

-206.5%

Fair Value

$4.62

Current Price

$11.55

$6.93 premium

UndervaluedFair: $4.62Overvalued

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

PAX5 strengths · Avg: 8.8/10
Operating MarginProfitability
36.1%10/10

Strong operational efficiency at 36.1%

Profit MarginProfitability
22.4%9/10

Keeps 22 of every $100 in revenue as profit

Debt/EquityHealth
0.289/10

Conservative balance sheet, low leverage

P/E RatioValuation
16.5x8/10

Attractively priced relative to earnings

Price/BookValuation
3.0x8/10

Reasonable price relative to book value

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%

PAX4 concerns · Avg: 2.5/10
Market CapQuality
$1.79B3/10

Smaller company, higher risk/reward

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Revenue GrowthGrowth
-15.4%2/10

Revenue declined 15.4%

EPS GrowthGrowth
-37.6%2/10

Earnings declined 37.6%

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 : PAX

The strongest argument for PAX centers on Operating Margin, Profit Margin, Debt/Equity. Profitability is solid with margins at 22.4% and operating margin at 36.1%.

Bear Case : BAM

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

Bear Case : PAX

The primary concerns for PAX are Market Cap, Piotroski F-Score, Revenue Growth.

Key Dynamics to Monitor

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

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.

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

Bottom Line

BAM scores higher overall (66/100 vs 51/100), backed by strong 51.6% margins and 31.1% 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 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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Patria Investments Ltd

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

Patria Investments Limited is a private market investment firm focused on investing in Latin America. The company is headquartered in Grand Cayman, the Cayman Islands.

Visit Website →

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