Brookfield Business Partners LP (BBU)vsICICI Bank Limited (IBN)
BBU
Brookfield Business Partners LP
$32.62
+6.60%
INDUSTRIALS · Cap: $2.71B
IBN
ICICI Bank Limited
$26.31
+1.08%
FINANCIAL SERVICES · Cap: $95.10B
Smart Verdict
WallStSmart Research — data-driven comparison
ICICI Bank Limited generates 6910% more annual revenue ($1.92T vs $27.46B). IBN leads profitability with a 27.5% profit margin vs -0.1%. IBN earns a higher WallStSmart Score of 69/100 (B-).
BBU
Buy52
out of 100
Grade: C-
IBN
Strong Buy69
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for BBU.
Margin of Safety
-191.4%
Fair Value
$10.68
Current Price
$26.31
$15.63 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 80.0% YoY
Reasonable price relative to book value
Strong operational efficiency at 34.0%
Large-cap with strong market position
Keeps 28 of every $100 in revenue as profit
Growing faster than its price suggests
Attractively priced relative to earnings
Areas to Watch
ROE of 2.4% — below average capital efficiency
Weak financial health signals
Revenue declined 4.5%
Currently unprofitable
3.0% revenue growth
Earnings declined 3.7%
Comparative Analysis Report
WallStSmart ResearchBull Case : BBU
The strongest argument for BBU centers on EPS Growth, Price/Book.
Bull Case : IBN
The strongest argument for IBN centers on Operating Margin, Market Cap, Profit Margin. Profitability is solid with margins at 27.5% and operating margin at 34.0%. PEG of 0.53 suggests the stock is reasonably priced for its growth.
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 : IBN
The primary concerns for IBN are Revenue Growth, EPS Growth.
Key Dynamics to Monitor
BBU profiles as a turnaround stock while IBN is a value play — different risk/reward profiles.
BBU carries more volatility with a beta of 1.32 — expect wider price swings.
IBN is growing revenue faster at 3.0% — sustainability is the question.
Monitor CONGLOMERATES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
IBN scores higher overall (69/100 vs 52/100), backed by strong 27.5% margins. 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 →ICICI Bank Limited
FINANCIAL SERVICES · BANKS - REGIONAL · USA
ICICI Bank Limited offers various banking products and financial services in India and internationally. The company is headquartered in Mumbai, India.
Visit Website →Compare with Other CONGLOMERATES Stocks
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