WallStSmart

Brookfield Asset Management Inc (BAM)vsState Street Corp (STT)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

State Street Corp generates 188% more annual revenue ($13.88B vs $4.82B). BAM leads profitability with a 51.6% profit margin vs 21.2%. STT appears more attractively valued with a PEG of 0.92. STT earns a higher WallStSmart Score of 71/100 (B).

BAM

Strong Buy

66

out of 100

Grade: B-

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

STT

Strong Buy

71

out of 100

Grade: B

Growth: 5.3Profit: 7.0Value: 7.3Quality: 5.8
Piotroski: 5/9Altman Z: 0.60
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
STTSignificantly Overvalued (-105.9%)

Margin of Safety

-105.9%

Fair Value

$63.92

Current Price

$126.91

$62.99 premium

UndervaluedFair: $63.92Overvalued

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

STT6 strengths · Avg: 8.8/10
Price/BookValuation
1.5x10/10

Reasonable price relative to book value

Operating MarginProfitability
33.9%10/10

Strong operational efficiency at 33.9%

Profit MarginProfitability
21.2%9/10

Keeps 21 of every $100 in revenue as profit

PEG RatioValuation
0.928/10

Growing faster than its price suggests

P/E RatioValuation
13.0x8/10

Attractively priced relative to earnings

Free Cash FlowQuality
$1.19B8/10

Generating 1.2B in free cash flow

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%

STT3 concerns · Avg: 2.3/10
Debt/EquityHealth
1.073/10

Elevated debt levels

EPS GrowthGrowth
-1.2%2/10

Earnings declined 1.2%

Altman Z-ScoreHealth
0.602/10

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 : STT

The strongest argument for STT centers on Price/Book, Operating Margin, Profit Margin. Profitability is solid with margins at 21.2% and operating margin at 33.9%. PEG of 0.92 suggests the stock is reasonably priced for its growth.

Bear Case : BAM

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

Bear Case : STT

The primary concerns for STT are Debt/Equity, EPS Growth, Altman Z-Score.

Key Dynamics to Monitor

BAM profiles as a growth stock while STT is a mature play — different risk/reward profiles.

STT carries more volatility with a beta of 1.42 — expect wider price swings.

BAM is growing revenue faster at 31.1% — sustainability is the question.

STT generates stronger free cash flow (1.2B), providing more financial flexibility.

Bottom Line

STT scores higher overall (71/100 vs 66/100), backed by strong 21.2% margins. 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 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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State Street Corp

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

State Street Corporation is an American financial services and bank holding company headquartered at One Lincoln Street in Boston with operations worldwide.

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