WallStSmart

Brookfield Asset Management Inc (BAM)vsSWK Holdings Corp (SWKH)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Brookfield Asset Management Inc generates 11898% more annual revenue ($4.82B vs $40.15M). SWKH leads profitability with a 56.6% profit margin vs 51.6%. SWKH trades at a lower P/E of 9.0x. SWKH earns a higher WallStSmart Score of 70/100 (B).

BAM

Strong Buy

66

out of 100

Grade: B-

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

SWKH

Strong Buy

70

out of 100

Grade: B

Growth: 5.3Profit: 8.0Value: 8.3Quality: 7.0
Piotroski: 4/9Altman Z: -13.01
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
SWKHUndervalued (+80.1%)

Margin of Safety

+80.1%

Fair Value

$86.58

Current Price

$16.80

$69.78 discount

UndervaluedFair: $86.58Overvalued

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

SWKH6 strengths · Avg: 9.8/10
P/E RatioValuation
9.0x10/10

Attractively priced relative to earnings

Price/BookValuation
0.8x10/10

Reasonable price relative to book value

Profit MarginProfitability
56.6%10/10

Keeps 57 of every $100 in revenue as profit

Operating MarginProfitability
67.7%10/10

Strong operational efficiency at 67.7%

Revenue GrowthGrowth
34.7%10/10

Revenue surging 34.7% year-over-year

Debt/EquityHealth
0.139/10

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%

SWKH3 concerns · Avg: 3.0/10
EPS GrowthGrowth
1.6%4/10

1.6% earnings growth

Market CapQuality
$201.64M3/10

Smaller company, higher risk/reward

Altman Z-ScoreHealth
-13.012/10

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 : SWKH

The strongest argument for SWKH centers on P/E Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 56.6% and operating margin at 67.7%. Revenue growth of 34.7% demonstrates continued momentum.

Bear Case : BAM

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

Bear Case : SWKH

The primary concerns for SWKH are EPS Growth, Market Cap, Altman Z-Score.

Key Dynamics to Monitor

BAM carries more volatility with a beta of 1.29 — expect wider price swings.

SWKH is growing revenue faster at 34.7% — sustainability is the question.

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

Monitor ASSET MANAGEMENT industry trends, competitive dynamics, and regulatory changes.

Bottom Line

SWKH scores higher overall (70/100 vs 66/100), backed by strong 56.6% margins and 34.7% 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 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 →

SWK Holdings Corp

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

SWK Holdings Corporation, a specialized finance company, focuses on the healthcare sector. The company is headquartered in Dallas, Texas.

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