Brookfield Corp (BN)vsOaktree Specialty Lending Corp (OCSL)
BN
Brookfield Corp
$39.22
-0.58%
FINANCIAL SERVICES · Cap: $86.53B
OCSL
Oaktree Specialty Lending Corp
$11.33
+1.43%
FINANCIAL SERVICES · Cap: $975.11M
Smart Verdict
WallStSmart Research — data-driven comparison
Brookfield Corp generates 25340% more annual revenue ($77.66B vs $305.25M). OCSL leads profitability with a 10.6% profit margin vs 1.7%. OCSL appears more attractively valued with a PEG of 0.93. BN earns a higher WallStSmart Score of 64/100 (C+).
BN
Buy64
out of 100
Grade: C+
OCSL
Buy55
out of 100
Grade: C
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
-404.1%
Fair Value
$2.45
Current Price
$11.33
$8.88 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%
Reasonable price relative to book value
Strong operational efficiency at 84.4%
Growing faster than its price suggests
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
Premium valuation, high expectations priced in
Smaller company, higher risk/reward
ROE of 2.2% — below average capital efficiency
Elevated debt levels
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 : OCSL
The strongest argument for OCSL centers on Price/Book, Operating Margin, PEG Ratio. PEG of 0.93 suggests the stock is reasonably priced for its growth.
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 : OCSL
The primary concerns for OCSL are P/E Ratio, Market Cap, Return on Equity.
Key Dynamics to Monitor
BN profiles as a value stock while OCSL is a declining play — different risk/reward profiles.
BN carries more volatility with a beta of 1.86 — expect wider price swings.
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 55/100). Both earn "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.
Oaktree Specialty Lending Corp
FINANCIAL SERVICES · ASSET MANAGEMENT · USA
Oaktree Specialty Lending Corp (OCSL) is a publicly traded business development company focused on delivering bespoke financing solutions to middle-market enterprises. As a key subsidiary of Oaktree Capital Management, OCSL employs a sophisticated investment strategy aimed at achieving attractive risk-adjusted returns for its shareholders. The firm primarily invests in secured debt instruments, ensuring a well-diversified portfolio across various industries while leveraging Oaktree’s extensive market expertise. With a strong commitment to credit quality and risk management, OCSL is strategically positioned to navigate the complexities of the specialty lending landscape, enhancing its value proposition in a competitive financial environment.
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