WallStSmart

Brookfield Asset Management Inc (BAM)vsStepstone Group Inc (STEP)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Brookfield Asset Management Inc generates 170% more annual revenue ($4.82B vs $1.78B). BAM leads profitability with a 51.6% profit margin vs -30.7%. 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

STEP

Avoid

33

out of 100

Grade: F

Growth: 4.7Profit: 2.0Value: 5.0Quality: 5.0
Piotroski: 3/9Altman Z: 0.38
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

Intrinsic value data unavailable for STEP.

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

STEP2 strengths · Avg: 10.0/10
Revenue GrowthGrowth
73.0%10/10

Revenue surging 73.0% year-over-year

Debt/EquityHealth
-0.9910/10

Conservative balance sheet, low leverage

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%

STEP4 concerns · Avg: 2.3/10
Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Return on EquityProfitability
-65.1%2/10

ROE of -65.1% — below average capital efficiency

EPS GrowthGrowth
-38.5%2/10

Earnings declined 38.5%

Altman Z-ScoreHealth
0.382/10

Distress zone — elevated risk

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 : STEP

The strongest argument for STEP centers on Revenue Growth, Debt/Equity. Revenue growth of 73.0% demonstrates continued momentum.

Bear Case : BAM

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

Bear Case : STEP

The primary concerns for STEP are Piotroski F-Score, Return on Equity, EPS Growth.

Key Dynamics to Monitor

BAM profiles as a growth stock while STEP is a hypergrowth play — different risk/reward profiles.

STEP carries more volatility with a beta of 1.41 — expect wider price swings.

STEP is growing revenue faster at 73.0% — sustainability is the question.

BAM generates stronger free cash flow (706M), providing more financial flexibility.

Bottom Line

BAM scores higher overall (66/100 vs 33/100), backed by strong 51.6% margins and 31.1% 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 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 →

Stepstone Group Inc

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

Stepstone Group Inc. (STEP) is a leading global private markets investment firm that specializes in delivering tailored investment solutions for institutional investors. With a strong emphasis on private equity, real estate, infrastructure, and private debt, Stepstone capitalizes on its extensive network and deep industry knowledge to offer unique insights and access to top-tier investment opportunities. The firm is dedicated to optimizing client portfolios through strategic asset allocation and rigorous due diligence, supported by a team of experienced professionals and advanced technological resources that help it navigate the complexities of the private markets and foster sustainable long-term value for clients.

Visit Website →

Want to dig deeper into these stocks?