WallStSmart

Brookfield Asset Management Inc (BAM)vsVictory Capital Holdings Inc (VCTR)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Brookfield Asset Management Inc generates 269% more annual revenue ($4.82B vs $1.31B). BAM leads profitability with a 51.6% profit margin vs 25.3%. VCTR trades at a lower P/E of 16.6x. VCTR earns a higher WallStSmart Score of 73/100 (B).

BAM

Strong Buy

66

out of 100

Grade: B-

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

VCTR

Strong Buy

73

out of 100

Grade: B

Growth: 8.7Profit: 9.0Value: 8.3Quality: 5.5
Piotroski: 2/9Altman Z: 1.85
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
VCTRUndervalued (+40.6%)

Margin of Safety

+40.6%

Fair Value

$128.28

Current Price

$70.22

$58.06 discount

UndervaluedFair: $128.28Overvalued

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

VCTR5 strengths · Avg: 9.0/10
Operating MarginProfitability
45.1%10/10

Strong operational efficiency at 45.1%

Revenue GrowthGrowth
61.0%10/10

Revenue surging 61.0% year-over-year

Profit MarginProfitability
25.3%9/10

Keeps 25 of every $100 in revenue as profit

P/E RatioValuation
16.6x8/10

Attractively priced relative to earnings

Price/BookValuation
1.9x8/10

Reasonable price relative to book value

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%

VCTR2 concerns · Avg: 3.5/10
Altman Z-ScoreHealth
1.854/10

Grey zone — moderate risk

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

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 : VCTR

The strongest argument for VCTR centers on Operating Margin, Revenue Growth, Profit Margin. Profitability is solid with margins at 25.3% and operating margin at 45.1%. Revenue growth of 61.0% demonstrates continued momentum.

Bear Case : BAM

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

Bear Case : VCTR

The primary concerns for VCTR are Altman Z-Score, Piotroski F-Score.

Key Dynamics to Monitor

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

VCTR is growing revenue faster at 61.0% — 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

VCTR scores higher overall (73/100 vs 66/100), backed by strong 25.3% margins and 61.0% 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 →

Victory Capital Holdings Inc

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

Victory Capital Holdings, Inc., is a global asset management company. The company is headquartered in San Antonio, Texas.

Visit Website →

Want to dig deeper into these stocks?