Brookfield Business Partners LP (BBU)vsCresud SACIF y A (CRESY)
BBU
Brookfield Business Partners LP
$32.62
+6.60%
INDUSTRIALS · Cap: $2.71B
CRESY
Cresud SACIF y A
$12.33
+0.24%
INDUSTRIALS · Cap: $837.76M
Smart Verdict
WallStSmart Research — data-driven comparison
Cresud SACIF y A generates 3610% more annual revenue ($1.02T vs $27.46B). CRESY leads profitability with a 19.2% profit margin vs -0.1%. CRESY earns a higher WallStSmart Score of 72/100 (B).
BBU
Buy52
out of 100
Grade: C-
CRESY
Strong Buy72
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for BBU.
Margin of Safety
+87.2%
Fair Value
$99.22
Current Price
$12.33
$86.89 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 80.0% YoY
Reasonable price relative to book value
Attractively priced relative to earnings
Every $100 of equity generates 21 in profit
Strong operational efficiency at 24.3%
Revenue surging 20.3% year-over-year
Areas to Watch
ROE of 2.4% — below average capital efficiency
Weak financial health signals
Revenue declined 4.5%
Currently unprofitable
Trading at 9.9x book value
1.8% earnings growth
Smaller company, higher risk/reward
Elevated debt levels
Comparative Analysis Report
WallStSmart ResearchBull Case : BBU
The strongest argument for BBU centers on EPS Growth, Price/Book.
Bull Case : CRESY
The strongest argument for CRESY centers on P/E Ratio, Return on Equity, Operating Margin. Profitability is solid with margins at 19.2% and operating margin at 24.3%. Revenue growth of 20.3% demonstrates continued momentum.
Bear Case : BBU
The primary concerns for BBU are Return on Equity, Piotroski F-Score, Revenue Growth. Debt-to-equity of 19.07 is elevated, increasing financial risk.
Bear Case : CRESY
The primary concerns for CRESY are Price/Book, EPS Growth, Market Cap. Debt-to-equity of 1.96 is elevated, increasing financial risk.
Key Dynamics to Monitor
BBU profiles as a turnaround stock while CRESY is a growth play — different risk/reward profiles.
BBU carries more volatility with a beta of 1.32 — expect wider price swings.
CRESY is growing revenue faster at 20.3% — sustainability is the question.
BBU generates stronger free cash flow (763M), providing more financial flexibility.
Bottom Line
CRESY scores higher overall (72/100 vs 52/100), backed by strong 19.2% margins and 20.3% revenue growth. Both earn "Strong Buy" and "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 Business Partners LP
INDUSTRIALS · CONGLOMERATES · USA
Brookfield Business Partners LP (BBU) is a leading global alternative asset manager that focuses on acquiring, operating, and enhancing a diversified portfolio of high-quality, cash-generating businesses. Capitalizing on the robust resources and expertise of its parent company, Brookfield Asset Management, BBU strategically invests in sectors such as industrials, utilities, and consumer products, employing a disciplined approach to operational improvements. With an emphasis on delivering sustainable cash distributions and capital appreciation, BBU is well-equipped to capitalize on growth opportunities, positioning itself to generate superior returns for its investors over the long term.
Visit Website →Cresud SACIF y A
INDUSTRIALS · CONGLOMERATES · USA
Cresud Sociedad Annima Comercial, Inmobiliaria, Financiera y Agropecuaria, an agricultural company, produces agricultural commodities in Brazil and other Latin American countries. The company is headquartered in Buenos Aires, Argentina.
Visit Website →Compare with Other CONGLOMERATES Stocks
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