Brookfield Corp (BN)vsSRH Total Return Fund Inc. (STEW)
BN
Brookfield Corp
$39.22
-0.58%
FINANCIAL SERVICES · Cap: $86.53B
STEW
SRH Total Return Fund Inc.
$17.11
+0.74%
FINANCIAL SERVICES · Cap: $1.64B
Smart Verdict
WallStSmart Research — data-driven comparison
Brookfield Corp generates 239349% more annual revenue ($77.66B vs $32.43M). STEW leads profitability with a 5.4% profit margin vs 1.7%. STEW trades at a lower P/E of 9.4x. BN earns a higher WallStSmart Score of 64/100 (C+).
BN
Buy64
out of 100
Grade: C+
STEW
Hold41
out of 100
Grade: D
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
-49.1%
Fair Value
$12.24
Current Price
$17.11
$4.87 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%
Attractively priced relative to earnings
Reasonable price relative to book value
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
Smaller company, higher risk/reward
5.4% margin — thin
Revenue declined 11.6%
Earnings declined 44.1%
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 : STEW
The strongest argument for STEW centers on P/E Ratio, Price/Book.
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 : STEW
The primary concerns for STEW are Market Cap, Profit Margin, Revenue Growth.
Key Dynamics to Monitor
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 41/100). 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.
SRH Total Return Fund Inc.
FINANCIAL SERVICES · ASSET MANAGEMENT · USA
SRH Total Return Fund Inc. (STEW) is a closed-end management investment company that seeks to achieve total return through a balanced strategy of capital appreciation and income generation. The fund employs a diversified investment portfolio that includes equities, fixed income, and hybrid instruments, aimed at long-term growth while managing risk effectively. Led by a skilled management team, STEW is adept at navigating changing market conditions to identify promising opportunities, ultimately providing investors with an attractive risk-adjusted return profile.
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