Brookfield Asset Management Ltd. (BAM)vsRaymond James Financial Inc. (RJF)
BAM
Brookfield Asset Management Ltd.
$47.37
+2.60%
FINANCIAL SERVICES · Cap: $72.39B
RJF
Raymond James Financial Inc.
$157.42
-0.44%
FINANCIAL SERVICES · Cap: $30.42B
Smart Verdict
WallStSmart Research — data-driven comparison
Raymond James Financial Inc. generates 166% more annual revenue ($15.24B vs $5.74B). BAM leads profitability with a 48.9% profit margin vs 15.1%. RJF appears more attractively valued with a PEG of 0.78. RJF earns a higher WallStSmart Score of 79/100 (B+).
BAM
Strong Buy77
out of 100
Grade: B+
RJF
Strong Buy79
out of 100
Grade: B+
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 37 in profit
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
Growing faster than its price suggests
Attractively priced relative to earnings
Reasonable price relative to book value
15.1% revenue growth
Earnings expanding 42.0% YoY
Areas to Watch
Moderate valuation
Trading at 10.1x book value
Grey zone — moderate risk
Weak financial health signals
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull 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 : RJF
The strongest argument for RJF centers on PEG Ratio, P/E Ratio, Price/Book. Profitability is solid with margins at 15.1% and operating margin at 19.3%. Revenue growth of 15.1% demonstrates continued momentum.
Bear Case : BAM
The primary concerns for BAM are P/E Ratio, Price/Book, Altman Z-Score.
Bear Case : RJF
The primary concerns for RJF are Altman Z-Score.
Key Dynamics to Monitor
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.
RJF generates stronger free cash flow (522M), providing more financial flexibility.
Monitor ASSET MANAGEMENT industry trends, competitive dynamics, and regulatory changes.
Bottom Line
RJF scores higher overall (79/100 vs 77/100), backed by strong 15.1% margins and 15.1% 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 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 →Raymond James Financial Inc.
FINANCIAL SERVICES · ASSET MANAGEMENT · USA
Raymond James Financial is an American multinational independent investment bank and financial services company providing financial services to individuals, corporations, and municipalities through its subsidiary companies that engage primarily in investment and financial planning, in addition to investment banking and asset management.
Visit Website →Compare with Other ASSET MANAGEMENT Stocks
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