WallStSmart

Brookfield Asset Management Inc (BAM)vsVirtus Investment Partners, Inc. (VRTS)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Brookfield Asset Management Inc generates 465% more annual revenue ($4.82B vs $852.87M). BAM leads profitability with a 51.6% profit margin vs 16.2%. VRTS appears more attractively valued with a PEG of 0.56. VRTS earns a higher WallStSmart Score of 69/100 (B-).

BAM

Strong Buy

66

out of 100

Grade: B-

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

VRTS

Strong Buy

69

out of 100

Grade: B-

Growth: 3.3Profit: 6.5Value: 10.0Quality: 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
VRTSUndervalued (+70.8%)

Margin of Safety

+70.8%

Fair Value

$477.68

Current Price

$132.50

$345.18 discount

UndervaluedFair: $477.68Overvalued

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

VRTS3 strengths · Avg: 9.3/10
P/E RatioValuation
6.3x10/10

Attractively priced relative to earnings

Price/BookValuation
0.9x10/10

Reasonable price relative to book value

PEG RatioValuation
0.568/10

Growing faster than its price suggests

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%

VRTS3 concerns · Avg: 2.3/10
Market CapQuality
$854.77M3/10

Smaller company, higher risk/reward

Revenue GrowthGrowth
-10.9%2/10

Revenue declined 10.9%

Free Cash FlowQuality
$-253.39M2/10

Negative free cash flow — burning cash

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 : VRTS

The strongest argument for VRTS centers on P/E Ratio, Price/Book, PEG Ratio. Profitability is solid with margins at 16.2% and operating margin at 19.5%. PEG of 0.56 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 : VRTS

The primary concerns for VRTS are Market Cap, Revenue Growth, Free Cash Flow.

Key Dynamics to Monitor

BAM profiles as a growth stock while VRTS is a declining play — different risk/reward profiles.

VRTS carries more volatility with a beta of 1.49 — expect wider price swings.

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

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

Bottom Line

VRTS scores higher overall (69/100 vs 66/100), backed by strong 16.2% 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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Virtus Investment Partners, Inc.

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

Virtus Investment Partners, Inc. is a publicly owned investment manager. The company is headquartered in Hartford, Connecticut.

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