Brookfield Corp (BN)vsVirtus Investment Partners, Inc. (VRTS)
BN
Brookfield Corp
$39.22
-0.58%
FINANCIAL SERVICES · Cap: $86.53B
VRTS
Virtus Investment Partners, Inc.
$132.50
+1.73%
FINANCIAL SERVICES · Cap: $854.77M
Smart Verdict
WallStSmart Research — data-driven comparison
Brookfield Corp generates 9005% more annual revenue ($77.66B vs $852.87M). VRTS leads profitability with a 16.2% profit margin vs 1.7%. VRTS appears more attractively valued with a PEG of 0.56. VRTS earns a higher WallStSmart Score of 69/100 (B-).
BN
Buy64
out of 100
Grade: C+
VRTS
Strong Buy69
out of 100
Grade: B-
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
+70.8%
Fair Value
$477.68
Current Price
$132.50
$345.18 discount
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
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
Smaller company, higher risk/reward
Revenue declined 10.9%
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 : VRTS
The strongest argument for VRTS centers on P/E Ratio, Price/Book, PEG Ratio. Profitability is solid with margins at 16.2% and operating margin at 19.5%. PEG of 0.56 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 : VRTS
The primary concerns for VRTS are Market Cap, Revenue Growth, Free Cash Flow.
Key Dynamics to Monitor
BN profiles as a value stock while VRTS 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
VRTS scores higher overall (69/100 vs 64/100), backed by strong 16.2% margins. 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.
Virtus Investment Partners, Inc.
FINANCIAL SERVICES · ASSET MANAGEMENT · USA
Virtus Investment Partners, Inc. is a publicly owned investment manager. The company is headquartered in Hartford, Connecticut.
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