Brookfield Corp (BN)vsInvesco Plc (IVZ)
BN
Brookfield Corp
$37.98
-0.34%
FINANCIAL SERVICES · Cap: $85.32B
IVZ
Invesco Plc
$30.85
-1.69%
FINANCIAL SERVICES · Cap: $13.48B
Smart Verdict
WallStSmart Research — data-driven comparison
Brookfield Corp generates 1069% more annual revenue ($80.69B vs $6.90B). BN leads profitability with a 1.8% profit margin vs -0.9%. IVZ appears more attractively valued with a PEG of 0.90. IVZ earns a higher WallStSmart Score of 70/100 (B).
BN
Buy63
out of 100
Grade: C+
IVZ
Strong Buy70
out of 100
Grade: B
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
Reasonable price relative to book value
Conservative balance sheet, low leverage
Growing faster than its price suggests
Strong operational efficiency at 20.0%
Revenue surging 20.5% year-over-year
Earnings expanding 35.0% YoY
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
ROE of -0.5% — below average capital efficiency
Distress zone — elevated risk
Currently unprofitable
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 : IVZ
The strongest argument for IVZ centers on Price/Book, Debt/Equity, PEG Ratio. Revenue growth of 20.5% demonstrates continued momentum. PEG of 0.90 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 70.8x leaves little room for execution misses. Debt-to-equity of 5.69 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 growth play — different risk/reward profiles.
BN carries more volatility with a beta of 1.82 — expect wider price swings.
IVZ is growing revenue faster at 20.5% — sustainability is the question.
IVZ generates stronger free cash flow (720M), providing more financial flexibility.
Bottom Line
IVZ scores higher overall (70/100 vs 63/100) and 20.5% 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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