COMP <GO>
BN vs BAM // EV/EBITDA & P/E VALUATION
Brookfield Corporation Class A Limited Voting Shares (NYSE) VS. Brookfield Asset Management Inc Class A Limited Voting Shares (NYSE) • 15-METRIC TALLY: BN 4
— BAM 10
▲ EV/EBITDA & P/E VALUATION LEADER: BN
LAST: $39.28 (-0.56%) • MKT CAP: $96.80B
valuation
21.0x
LAST: $48.26 (-0.70%) • MKT CAP: $77.63B
valuation
25.6x
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (BN VS. BAM)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | BN | BAM | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 41.00% | 41.00% | 0.00 | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 9.90% | 20.00% | -10.10 | BAM | /roic <GO> |
| EV/EBITDA & P/E Valuation ACTIVE | 21.0x | 25.6x | -4.60 | BN | /valuation <GO> |
| Free Cash Flow Yield | 2.21% | 2.48% | -0.27 | BAM | /fcf-yield <GO> |
| Operating Margin | 13.90% | 74.20% | -60.30 | BAM | /operating-margins <GO> |
| Net Profit Margin | 10.90% | 60.80% | -49.90 | BAM | /net-margins <GO> |
| Revenue Growth (YoY) | -1.10% | 16.70% | -17.80 | BAM | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 3.40% | 3.63% | -0.23 | BAM | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 3.74 | 7.93 | -4.19 | BAM | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 8/9 | -1.00 | BAM | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 6.50% | 7.10% | -0.60 | BN | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 63.6 | 61.1 | +2.51 | BN | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.88 | 1.06 | -0.18 | BAM | /macro-sensitivity <GO> |
| Forward P/E Multiple | 30.5x | 27.2x | +3.30 | BAM | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $96.80B | $77.63B | $19.18B | BN | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | BN REV | BAM REV | BN GROSS % | BAM GROSS % | BN FCF | BAM FCF |
|---|---|---|---|---|---|---|
| FY 2025 | — | $3.94B | — | 44.0% | — | $1.92B |
| FY 2024 | — | $3.38B | — | 44.0% | — | $1.46B |
| FY 2023 | — | $3.14B | — | 44.0% | — | $1.30B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
BN // BETA 0.88
BAM // BETA 1.06