Brookfield Corp (BN)vsSRH Total Return Fund Inc. (STEW)
BN
Brookfield Corp
$44.60
+1.19%
FINANCIAL SERVICES · Cap: $101.83B
STEW
SRH Total Return Fund Inc.
$17.47
+0.81%
FINANCIAL SERVICES · Cap: $1.71B
Smart Verdict
WallStSmart Research — data-driven comparison
Brookfield Corp generates 243838% more annual revenue ($79.11B vs $32.43M). STEW leads profitability with a 537.0% profit margin vs 1.7%. STEW trades at a lower P/E of 9.9x. BN earns a higher WallStSmart Score of 63/100 (C+).
BN
Buy63
out of 100
Grade: C+
STEW
Hold41
out of 100
Grade: D
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%
Attractively priced relative to earnings
Reasonable price relative to book value
Every $100 of equity generates 32 in profit
Keeps 537 of every $100 in revenue as profit
Conservative balance sheet, low leverage
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
Smaller company, higher risk/reward
Revenue declined 11.6%
Earnings declined 44.1%
Negative free cash flow — burning cash
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, Return on Equity. Profitability is solid with margins at 537.0% and operating margin at 16.6%.
Bear Case : BN
The primary concerns for BN are Return on Equity, Profit Margin, P/E Ratio. A P/E of 89.4x leaves little room for execution misses. Debt-to-equity of 5.72 is elevated, increasing financial risk.
Bear Case : STEW
The primary concerns for STEW are Market Cap, Revenue Growth, EPS Growth.
Key Dynamics to Monitor
BN profiles as a value stock while STEW is a declining play — different risk/reward profiles.
BN carries more volatility with a beta of 1.85 — expect wider price swings.
BN is growing revenue faster at 7.9% — sustainability is the question.
STEW generates stronger free cash flow (-144,279), providing more financial flexibility.
Bottom Line
BN scores higher overall (63/100 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 aims to achieve total returns through a strategic mix of capital appreciation and income generation. The fund's diversified portfolio includes equities, fixed income, and hybrid instruments, allowing it to effectively navigate varying market conditions while emphasizing long-term growth. Led by a seasoned management team, STEW employs disciplined risk management practices and is well-positioned to capitalize on evolving investment opportunities, providing investors with an attractive risk-adjusted return profile.
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