Brookfield Corp (BN)vsGuggenheim Active Allocation Fund (GUG)
BN
Brookfield Corp
$41.69
+0.82%
FINANCIAL SERVICES · Cap: $93.39B
GUG
Guggenheim Active Allocation Fund
$15.32
-0.39%
FINANCIAL SERVICES · Cap: $507.89M
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 12.0x. BN earns a higher WallStSmart Score of 63/100 (C+).
BN
Buy63
out of 100
Grade: C+
GUG
Avoid31
out of 100
Grade: F
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 158.8% YoY
Large-cap with strong market position
Reasonable price relative to book value
Strong operational efficiency at 28.9%
Attractively priced relative to earnings
Areas to Watch
ROE of 2.8% — below average capital efficiency
1.7% margin — thin
Premium valuation, high expectations priced in
Negative free cash flow — burning cash
0.0% revenue growth
0.0% earnings growth
Smaller company, higher risk/reward
0.0% margin — thin
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 Return on Equity, Profit Margin, P/E Ratio. A P/E of 82.0x leaves little room for execution misses. Debt-to-equity of 5.72 is elevated, increasing financial risk.
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 7.9% — sustainability is the question.
GUG generates stronger free cash flow (31M), providing more financial flexibility.
Monitor ASSET MANAGEMENT industry trends, competitive dynamics, and regulatory changes.
Bottom Line
BN scores higher overall (63/100 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 designed for institutional investors seeking a tactical investment strategy that emphasizes diversified exposure across multiple asset classes. By employing a dynamic asset allocation approach, GUG adeptly shifts between equities and fixed income to seize market opportunities, while actively managing risk in response to economic fluctuations. Guided by a proficient management team with deep industry experience, the fund aims to enhance portfolio stability and deliver superior risk-adjusted returns in an ever-changing market landscape.
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