COMP <GO>
BAM vs TAL // RETURN ON INVESTED CAPITAL (ROIC)
Brookfield Asset Management Inc Class A Limited Voting Shares (NYSE) VS. TAL Education Group (NYSE) • 15-METRIC TALLY: BAM 7
— TAL 6
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: BAM
BAM — Brookfield Asset Management Inc Class A Limited Voting Shares SUPERIOR
ROARABLE B+ • RQD 76/100
LAST: $48.60 (+2.60%) • MKT CAP: $77.63B
roic
20.00%
LAST: $10.14 (+0.80%) • MKT CAP: $5.62B
roic
12.40%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (BAM VS. TAL)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | BAM | TAL | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | 55.40% | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 20.00% | 12.40% | +7.60 | BAM | /roic <GO> |
| EV/EBITDA & P/E Valuation | 25.6x | 16.5x | +9.10 | TAL | /valuation <GO> |
| Free Cash Flow Yield | 2.48% | 9.04% | -6.56 | TAL | /fcf-yield <GO> |
| Operating Margin | 74.20% | 9.20% | +65.00 | BAM | /operating-margins <GO> |
| Net Profit Margin | 60.80% | 17.60% | +43.20 | BAM | /net-margins <GO> |
| Revenue Growth (YoY) | 16.70% | 33.70% | -17.00 | TAL | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 3.63% | 3.40% | +0.23 | BAM | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 7.93 | 4.29 | +3.64 | BAM | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 9/9 | -1.00 | TAL | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 62.8 | 31.7 | +31.10 | BAM | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.06 | 1.09 | -0.03 | TAL | /macro-sensitivity <GO> |
| Forward P/E Multiple | 27.2x | 8.9x | +18.30 | TAL | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $77.63B | $5.62B | $72.00B | BAM | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | BAM REV | TAL REV | BAM GROSS % | TAL GROSS % | BAM FCF | TAL FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $3.94B | $3.01B | — | 55.4% | $1.92B | $508.3M |
| FY 2024 | $3.38B | $2.25B | — | 53.3% | $1.46B | $286.2M |
| FY 2023 | $3.14B | $1.49B | — | — | $1.30B | $239.1M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
BAM // BETA 1.06
TAL // BETA 1.09