Brookfield Corp (BN)vsGuggenheim Active Allocation Fund (GUG)
BN
Brookfield Corp
$39.22
-0.58%
FINANCIAL SERVICES · Cap: $86.53B
GUG
Guggenheim Active Allocation Fund
$15.08
+0.53%
FINANCIAL SERVICES · Cap: $494.70M
Smart Verdict
WallStSmart Research — data-driven comparison
BN leads profitability with a 1.7% profit margin vs 0.0%. GUG trades at a lower P/E of 11.7x. BN earns a higher WallStSmart Score of 64/100 (C+).
BN
Buy64
out of 100
Grade: C+
GUG
Avoid31
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-103.3%
Fair Value
$22.93
Current Price
$39.22
$16.29 premium
Margin of Safety
-87.0%
Fair Value
$8.70
Current Price
$15.08
$6.38 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 80.4% YoY
Large-cap with strong market position
Reasonable price relative to book value
Strong operational efficiency at 29.2%
Attractively priced relative to earnings
Areas to Watch
3.5% revenue growth
ROE of 1.9% — below average capital efficiency
1.7% margin — thin
Premium valuation, high expectations priced in
0.0% revenue growth
0.0% earnings growth
Smaller company, higher risk/reward
ROE of 0.0% — below average capital efficiency
Comparative Analysis Report
WallStSmart ResearchBull 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 : GUG
The strongest argument for GUG centers on P/E Ratio.
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 : GUG
The primary concerns for GUG are Revenue Growth, EPS Growth, Market Cap.
Key Dynamics to Monitor
BN is growing revenue faster at 3.5% — sustainability is the question.
Monitor ASSET MANAGEMENT industry trends, competitive dynamics, and regulatory changes.
Bottom Line
BN scores higher overall (64/100 vs 31/100). Both earn "Buy" and "Avoid" 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.
Guggenheim Active Allocation Fund
FINANCIAL SERVICES · ASSET MANAGEMENT · USA
The Guggenheim Active Allocation Fund (GUG) is a dynamic investment vehicle designed to provide institutional investors with diversified exposure to a range of asset classes, aiming for optimal risk-adjusted returns. Utilizing a proactive management approach, the fund strategically reallocates investments in equity and fixed income assets, responding adeptly to market fluctuations and economic conditions. With a skilled management team, GUG serves as an effective solution for enhancing portfolio resilience and adaptability amid ongoing market volatility.
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