Brookfield Asset Management Inc (BAM)vsVirtus Investment Partners, Inc. (VRTS)
BAM
Brookfield Asset Management Inc
$42.87
-1.08%
FINANCIAL SERVICES · Cap: $70.28B
VRTS
Virtus Investment Partners, Inc.
$132.50
+1.73%
FINANCIAL SERVICES · Cap: $854.77M
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 Buy66
out of 100
Grade: B-
VRTS
Strong Buy69
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-400.1%
Fair Value
$10.47
Current Price
$42.87
$32.40 premium
Margin of Safety
+70.8%
Fair Value
$477.68
Current Price
$132.50
$345.18 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Keeps 52 of every $100 in revenue as profit
Strong operational efficiency at 67.9%
Revenue surging 31.1% year-over-year
Large-cap with strong market position
Every $100 of equity generates 22 in profit
Attractively priced relative to earnings
Reasonable price relative to book value
Growing faster than its price suggests
Areas to Watch
Moderate valuation
Trading at 8.5x book value
Weak financial health signals
Earnings declined 20.7%
Smaller company, higher risk/reward
Revenue declined 10.9%
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull 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.
Visit Website →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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