Brookfield Asset Management Inc (BAM)vsSaratoga Investment Corp (SAR)
BAM
Brookfield Asset Management Inc
$42.87
-1.08%
FINANCIAL SERVICES · Cap: $70.28B
SAR
Saratoga Investment Corp
$22.17
+1.84%
FINANCIAL SERVICES · Cap: $360.01M
Smart Verdict
WallStSmart Research — data-driven comparison
Brookfield Asset Management Inc generates 3727% more annual revenue ($4.82B vs $125.89M). BAM leads profitability with a 51.6% profit margin vs 30.6%. SAR trades at a lower P/E of 9.2x. BAM earns a higher WallStSmart Score of 66/100 (B-).
BAM
Strong Buy66
out of 100
Grade: B-
SAR
Buy54
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-400.1%
Fair Value
$10.47
Current Price
$42.87
$32.40 premium
Margin of Safety
+71.2%
Fair Value
$79.57
Current Price
$22.17
$57.40 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Keeps 52 of every $100 in revenue as profit
Strong operational efficiency at 67.9%
Revenue surging 31.1% year-over-year
Large-cap with strong market position
Every $100 of equity generates 22 in profit
Attractively priced relative to earnings
Reasonable price relative to book value
Keeps 31 of every $100 in revenue as profit
Strong operational efficiency at 67.9%
Areas to Watch
Moderate valuation
Trading at 8.5x book value
Weak financial health signals
Earnings declined 20.7%
Smaller company, higher risk/reward
Elevated debt levels
Revenue declined 11.8%
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 51.6% and operating margin at 67.9%. Revenue growth of 31.1% demonstrates continued momentum.
Bull Case : SAR
The strongest argument for SAR centers on P/E Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 30.6% and operating margin at 67.9%.
Bear Case : BAM
The primary concerns for BAM are P/E Ratio, Price/Book, Piotroski F-Score.
Bear Case : SAR
The primary concerns for SAR are Market Cap, Debt/Equity, Revenue Growth. Debt-to-equity of 1.85 is elevated, increasing financial risk.
Key Dynamics to Monitor
BAM profiles as a growth stock while SAR 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.
BAM generates stronger free cash flow (706M), providing more financial flexibility.
Bottom Line
BAM scores higher overall (66/100 vs 54/100), backed by strong 51.6% margins and 31.1% revenue growth. SAR offers better value entry with a 71.2% margin of safety. 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.
Visit Website →Saratoga Investment Corp
FINANCIAL SERVICES · ASSET MANAGEMENT · USA
Saratoga Investment Corp (SAR) is a publicly traded business development company that specializes in providing flexible debt and equity capital to middle-market firms across various sectors, including healthcare, technology, and consumer products. With a disciplined investment strategy, Saratoga emphasizes thorough due diligence and robust risk management practices, aiming to enhance shareholder returns while ensuring capital preservation. The company's commitment to active portfolio management and its history of consistent dividend distributions make it an attractive choice for institutional investors looking to diversify their investments within the alternative asset space.
Visit Website →Compare with Other ASSET MANAGEMENT Stocks
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