Brookfield Asset Management Ltd. (BAM)vsPrincipal Financial Group Inc (PFG)
BAM
Brookfield Asset Management Ltd.
$45.26
-1.49%
FINANCIAL SERVICES · Cap: $75.49B
PFG
Principal Financial Group Inc
$113.92
+0.29%
FINANCIAL SERVICES · Cap: $24.94B
Smart Verdict
WallStSmart Research — data-driven comparison
Principal Financial Group Inc generates 174% more annual revenue ($15.69B vs $5.74B). BAM leads profitability with a 48.9% profit margin vs 9.9%. BAM appears more attractively valued with a PEG of 1.05. BAM earns a higher WallStSmart Score of 77/100 (B+).
BAM
Strong Buy77
out of 100
Grade: B+
PFG
Buy59
out of 100
Grade: C
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Keeps 49 of every $100 in revenue as profit
Strong operational efficiency at 68.7%
Revenue surging 60.8% year-over-year
Large-cap with strong market position
Earnings expanding 47.4% YoY
Attractively priced relative to earnings
Reasonable price relative to book value
Generating 2.0B in free cash flow
Areas to Watch
Moderate valuation
Trading at 9.6x book value
Grey zone — moderate risk
ROE of 6.0% — below average capital efficiency
2.8% earnings growth
Weak financial health signals
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull 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 : PFG
The strongest argument for PFG centers on P/E Ratio, Price/Book, Free Cash Flow. PEG of 1.06 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 : PFG
The primary concerns for PFG are EPS Growth, Piotroski F-Score, Altman Z-Score.
Key Dynamics to Monitor
BAM profiles as a growth stock while PFG 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.
PFG generates stronger free cash flow (2.0B), providing more financial flexibility.
Bottom Line
BAM scores higher overall (77/100 vs 59/100), 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 →Principal Financial Group Inc
FINANCIAL SERVICES · ASSET MANAGEMENT · USA
Principal Financial Group is an American global financial investment management and insurance company headquartered in Des Moines, Iowa.
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