WallStSmart

Brookfield Asset Management Inc (BAM)vsThornburg Income Builder Opportunities Trust Common Stock (TBLD)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

BAM leads profitability with a 51.6% profit margin vs 0.0%. TBLD trades at a lower P/E of 6.9x. 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

TBLD

Hold

37

out of 100

Grade: F

Growth: 4.3Profit: 4.0Value: 6.3Quality: 5.0
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
TBLDOvervalued (-6.3%)

Margin of Safety

-6.3%

Fair Value

$20.67

Current Price

$21.27

$0.60 premium

UndervaluedFair: $20.67Overvalued

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

TBLD1 strengths · Avg: 10.0/10
P/E RatioValuation
6.9x10/10

Attractively priced relative to earnings

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%

TBLD4 concerns · Avg: 3.5/10
Revenue GrowthGrowth
0.0%4/10

0.0% revenue growth

EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Market CapQuality
$650.23M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
0.0%3/10

ROE of 0.0% — below average capital efficiency

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 : TBLD

The strongest argument for TBLD centers on P/E Ratio.

Bear Case : BAM

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

Bear Case : TBLD

The primary concerns for TBLD are Revenue Growth, EPS Growth, Market Cap.

Key Dynamics to Monitor

BAM profiles as a growth stock while TBLD is a value play — different risk/reward profiles.

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

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

Bottom Line

BAM scores higher overall (66/100 vs 37/100), backed by strong 51.6% margins and 31.1% revenue growth. Both earn "Strong Buy" and "Hold" 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 →

Thornburg Income Builder Opportunities Trust Common Stock

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

Thornburg Income Builder Opportunities Trust (TBLD) is a closed-end investment management trust that aims to deliver a consistent income stream while pursuing capital appreciation through a diversified portfolio of high-quality income-generating assets. The trust employs a value-oriented investment strategy, focusing on equities, fixed income, and alternative investments, allowing it to capitalize on market opportunities while meticulously managing risk. With an emphasis on active management, TBLD is well-suited for institutional investors seeking a prudent blend of yield and growth to enhance total returns in their portfolios.

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