WallStSmart

Brookfield Corp (BN)vsFederated Investors Inc B (FHI)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Brookfield Corp generates 4213% more annual revenue ($77.66B vs $1.80B). FHI leads profitability with a 22.4% profit margin vs 1.7%. FHI appears more attractively valued with a PEG of 1.09. FHI earns a higher WallStSmart Score of 77/100 (B+).

BN

Buy

64

out of 100

Grade: C+

Growth: 5.3Profit: 5.5Value: 4.7Quality: 5.0

FHI

Strong Buy

77

out of 100

Grade: B+

Growth: 7.3Profit: 9.0Value: 10.0Quality: 6.0
Piotroski: 5/9
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

BNSignificantly Overvalued (-103.3%)

Margin of Safety

-103.3%

Fair Value

$22.93

Current Price

$39.22

$16.29 premium

UndervaluedFair: $22.93Overvalued
FHIUndervalued (+77.6%)

Margin of Safety

+77.6%

Fair Value

$240.08

Current Price

$57.50

$182.58 discount

UndervaluedFair: $240.08Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

BN4 strengths · Avg: 8.8/10
EPS GrowthGrowth
80.4%10/10

Earnings expanding 80.4% YoY

Market CapQuality
$86.53B9/10

Large-cap with strong market position

Price/BookValuation
2.0x8/10

Reasonable price relative to book value

Operating MarginProfitability
29.2%8/10

Strong operational efficiency at 29.2%

FHI5 strengths · Avg: 9.0/10
P/E RatioValuation
11.0x10/10

Attractively priced relative to earnings

Return on EquityProfitability
34.3%10/10

Every $100 of equity generates 34 in profit

Profit MarginProfitability
22.4%9/10

Keeps 22 of every $100 in revenue as profit

Operating MarginProfitability
28.1%8/10

Strong operational efficiency at 28.1%

EPS GrowthGrowth
33.6%8/10

Earnings expanding 33.6% YoY

Areas to Watch

BN4 concerns · Avg: 3.0/10
Revenue GrowthGrowth
3.5%4/10

3.5% revenue growth

Return on EquityProfitability
1.9%3/10

ROE of 1.9% — below average capital efficiency

Profit MarginProfitability
1.7%3/10

1.7% margin — thin

P/E RatioValuation
78.1x2/10

Premium valuation, high expectations priced in

FHI0 concerns · Avg: 0/10

No major concerns identified

Comparative Analysis Report

WallStSmart Research

Bull Case : BN

The strongest argument for BN centers on EPS Growth, Market Cap, Price/Book. PEG of 1.27 suggests the stock is reasonably priced for its growth.

Bull Case : FHI

The strongest argument for FHI centers on P/E Ratio, Return on Equity, Profit Margin. Profitability is solid with margins at 22.4% and operating margin at 28.1%. Revenue growth of 13.7% demonstrates continued momentum.

Bear Case : BN

The primary concerns for BN are Revenue Growth, Return on Equity, Profit Margin. A P/E of 78.1x leaves little room for execution misses. Thin 1.7% margins leave little buffer for downturns.

Bear Case : FHI

No major red flags identified for FHI, but monitor valuation.

Key Dynamics to Monitor

BN profiles as a value stock while FHI is a mature play — different risk/reward profiles.

BN carries more volatility with a beta of 1.86 — expect wider price swings.

FHI is growing revenue faster at 13.7% — sustainability is the question.

Monitor ASSET MANAGEMENT industry trends, competitive dynamics, and regulatory changes.

Bottom Line

FHI scores higher overall (77/100 vs 64/100), backed by strong 22.4% margins and 13.7% 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 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.

Federated Investors Inc B

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

Federated Hermes, Inc. is a publicly owned asset management portfolio company. The company is headquartered in Pittsburgh, Pennsylvania with additional offices in New York City and London, United Kingdom.

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