Brookfield Corp (BN)vsFidus Investment Corp (FDUS)
BN
Brookfield Corp
$37.85
-2.01%
FINANCIAL SERVICES · Cap: $85.32B
FDUS
Fidus Investment Corp
$19.08
-1.17%
FINANCIAL SERVICES · Cap: $742.77M
Smart Verdict
WallStSmart Research — data-driven comparison
Brookfield Corp generates 47246% more annual revenue ($80.69B vs $170.43M). FDUS leads profitability with a 45.4% profit margin vs 1.8%. BN appears more attractively valued with a PEG of 1.27. BN earns a higher WallStSmart Score of 63/100 (C+).
BN
Buy63
out of 100
Grade: C+
FDUS
Buy53
out of 100
Grade: C-
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Reasonable price relative to book value
Strong operational efficiency at 25.7%
Earnings expanding 40.3% YoY
Attractively priced relative to earnings
Reasonable price relative to book value
Keeps 45 of every $100 in revenue as profit
Strong operational efficiency at 68.3%
Areas to Watch
ROE of 3.0% — below average capital efficiency
1.8% margin — thin
Premium valuation, high expectations priced in
Negative free cash flow — burning cash
Smaller company, higher risk/reward
Weak financial health signals
Expensive relative to growth rate
Earnings declined 26.9%
Comparative Analysis Report
WallStSmart ResearchBull Case : BN
The strongest argument for BN centers on Market Cap, Price/Book, Operating Margin. PEG of 1.27 suggests the stock is reasonably priced for its growth.
Bull Case : FDUS
The strongest argument for FDUS centers on P/E Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 45.4% and operating margin at 68.3%.
Bear Case : BN
The primary concerns for BN are Return on Equity, Profit Margin, P/E Ratio. A P/E of 70.8x leaves little room for execution misses. Debt-to-equity of 5.69 is elevated, increasing financial risk.
Bear Case : FDUS
The primary concerns for FDUS are Market Cap, Piotroski F-Score, PEG Ratio.
Key Dynamics to Monitor
BN profiles as a value stock while FDUS is a mature play — different risk/reward profiles.
BN carries more volatility with a beta of 1.82 — expect wider price swings.
FDUS is growing revenue faster at 8.8% — sustainability is the question.
FDUS generates stronger free cash flow (-75M), providing more financial flexibility.
Bottom Line
BN scores higher overall (63/100 vs 53/100). Both earn "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 Corp
FINANCIAL SERVICES · ASSET MANAGEMENT · USA
Brookfield Corporation is an alternative asset manager and REIT/Real Estate Investment Manager firm focuses on real estate, renewable power, infrastructure and venture capital and private equity assets. The company is headquartered in Toronto, Canada with additional offices across Northern America; South America; Europe; Middle East and Asia.
Fidus Investment Corp
FINANCIAL SERVICES · ASSET MANAGEMENT · USA
Fidus Investment Corp (FDUS) is a publicly-traded business development company dedicated to offering tailored debt and equity investment solutions for lower middle-market enterprises across various sectors. The firm employs a disciplined investment strategy that emphasizes high current income and capital appreciation while maintaining a strong focus on credit quality and proactive portfolio management. As a regulated investment company, FDUS is committed to transparency and compliance, positioning itself as a trusted partner for growth-oriented businesses. With a robust track record of consistent returns, FDUS represents an attractive opportunity for institutional investors looking to enhance yield amidst a competitive market landscape.
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