Brookfield Corp (BN)vsInvesco Plc (IVZ)
BN
Brookfield Corp
$44.13
-0.43%
FINANCIAL SERVICES · Cap: $102.03B
IVZ
Invesco Plc
$28.78
-2.91%
FINANCIAL SERVICES · Cap: $12.82B
Smart Verdict
WallStSmart Research — data-driven comparison
Brookfield Corp generates 1100% more annual revenue ($79.11B vs $6.59B). BN leads profitability with a 1.7% profit margin vs -3.7%. IVZ appears more attractively valued with a PEG of 0.38. IVZ earns a higher WallStSmart Score of 66/100 (B-).
BN
Buy63
out of 100
Grade: C+
IVZ
Strong Buy66
out of 100
Grade: B-
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%
Growing faster than its price suggests
Reasonable price relative to book value
Earnings expanding 35.0% YoY
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
ROE of -2.0% — below average capital efficiency
Distress zone — elevated risk
Currently unprofitable
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 : IVZ
The strongest argument for IVZ centers on PEG Ratio, Price/Book, EPS Growth. Revenue growth of 14.1% demonstrates continued momentum. PEG of 0.38 suggests the stock is reasonably priced for its growth.
Bear Case : BN
The primary concerns for BN are Return on Equity, Profit Margin, P/E Ratio. A P/E of 89.6x leaves little room for execution misses. Debt-to-equity of 5.72 is elevated, increasing financial risk.
Bear Case : IVZ
The primary concerns for IVZ are Return on Equity, Altman Z-Score, Profit Margin.
Key Dynamics to Monitor
BN profiles as a value stock while IVZ is a turnaround play — different risk/reward profiles.
BN carries more volatility with a beta of 1.84 — expect wider price swings.
IVZ is growing revenue faster at 14.1% — sustainability is the question.
IVZ generates stronger free cash flow (198M), providing more financial flexibility.
Bottom Line
IVZ scores higher overall (66/100 vs 63/100) and 14.1% 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.
Invesco Plc
FINANCIAL SERVICES · ASSET MANAGEMENT · USA
Invesco Ltd. is an American independent investment management company that is headquartered in Atlanta, Georgia.
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