Brookfield Corp (BN)vsSaratoga Investment Corp (SAR)
BN
Brookfield Corp
$42.75
-1.45%
FINANCIAL SERVICES · Cap: $95.49B
SAR
Saratoga Investment Corp
$18.69
-0.11%
FINANCIAL SERVICES · Cap: $311.65M
Smart Verdict
WallStSmart Research — data-driven comparison
Brookfield Corp generates 64885% more annual revenue ($80.69B vs $124.17M). SAR leads profitability with a 12.7% profit margin vs 1.8%. SAR trades at a lower P/E of 20.0x. BN earns a higher WallStSmart Score of 63/100 (C+).
BN
Buy63
out of 100
Grade: C+
SAR
Hold48
out of 100
Grade: D+
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
Strong operational efficiency at 69.0%
Areas to Watch
ROE of 2.8% — below average capital efficiency
1.8% margin — thin
Premium valuation, high expectations priced in
Negative free cash flow — burning cash
Smaller company, higher risk/reward
Elevated debt levels
Revenue declined 4.8%
Negative free cash flow — burning cash
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 : SAR
The strongest argument for SAR centers on Price/Book, Operating Margin.
Bear Case : BN
The primary concerns for BN are Return on Equity, Profit Margin, P/E Ratio. A P/E of 80.7x leaves little room for execution misses. Debt-to-equity of 5.72 is elevated, increasing financial risk.
Bear Case : SAR
The primary concerns for SAR are Market Cap, Debt/Equity, Revenue Growth. Debt-to-equity of 1.56 is elevated, increasing financial risk.
Key Dynamics to Monitor
BN profiles as a value stock while SAR is a declining play — different risk/reward profiles.
BN carries more volatility with a beta of 1.84 — expect wider price swings.
BN is growing revenue faster at 8.5% — sustainability is the question.
SAR generates stronger free cash flow (-26M), providing more financial flexibility.
Bottom Line
BN scores higher overall (63/100 vs 48/100). Both earn "Buy" and "Hold" 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.
Saratoga Investment Corp
FINANCIAL SERVICES · ASSET MANAGEMENT · USA
Saratoga Investment Corp (SAR) is a publicly traded business development company specializing in providing flexible debt and equity capital to middle-market enterprises across various sectors, including healthcare, technology, and consumer products. The firm employs a disciplined investment strategy that prioritizes comprehensive due diligence and risk management to safeguard capital while striving for optimal shareholder returns. With a robust portfolio management approach and a history of consistent dividend payouts, Saratoga offers institutional investors a compelling opportunity to enhance their exposure to alternative investments while benefiting from the growth potential inherent in the middle-market segment.
Visit Website →Compare with Other ASSET MANAGEMENT Stocks
Want to dig deeper into these stocks?