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BAM vs BRK-A

BAM
Brookfield Asset Management Ltd.
NEUTRAL
Price
$51.26
Market Cap
$82.73B
Sector
Financial Services
AI Confidence
65%
BRK-A
Berkshire Hathaway Inc.
BEARISH
Price
$718921.00
Market Cap
$1.03T
Sector
Financial Services
AI Confidence
65%

Valuation

P/E Ratio
BAM
33.29
BRK-A
15.45
Forward P/E
BAM
28.02
BRK-A
22.3
P/B Ratio
BAM
9.77
BRK-A
1.44
P/S Ratio
BAM
18.44
BRK-A
2.78
EV/EBITDA
BAM
30.86
BRK-A
7.21

Profitability

Gross Margin
BAM
70.62%
BRK-A
26.15%
Operating Margin
BAM
60.94%
BRK-A
32.96%
Profit Margin
BAM
58.25%
BRK-A
18.03%
ROE
BAM
22.56%
BRK-A
9.81%
ROA
BAM
11.14%
BRK-A
5.11%

Growth

Revenue Growth
BAM
12.1%
BRK-A
-0.7%
Earnings Growth
BAM
34.3%
BRK-A
-2.5%

Financial Health

Debt/Equity
BAM
0.18
BRK-A
0.19
Current Ratio
BAM
1.35
BRK-A
7.07
Quick Ratio
BAM
1.28
BRK-A
6.62

Dividends

Dividend Yield
BAM
3.39%
BRK-A
--
Payout Ratio
BAM
109.19%
BRK-A
0.0%

AI Verdict

BAM NEUTRAL

The Advanced Deterministic Scorecard reveals a weak Piotroski F-Score of 3/9, indicating poor financial health, which raises concerns despite strong profitability and growth metrics. The absence of an Altman Z-Score prevents a full distress risk assessment, but the low Piotroski score suggests operational or balance sheet weaknesses. While the company exhibits robust ROE (22.57%), high margins, and strong earnings growth (34.3% YoY), these are offset by an elevated valuation (P/E 33.29, P/B 9.77) and a concerning 109.19% payout ratio that threatens dividend sustainability. Price performance has weakened recently, with a 1Y return of -9.3%, and insider sentiment is neutral, offering no catalysts.

Strengths
Exceptional profitability with ROE of 22.57% and operating margin of 60.94%
Strong year-over-year earnings growth of 34.30% and revenue growth of 12.10%
Low debt/equity ratio of 0.18, indicating conservative capital structure
Risks
Weak Piotroski F-Score of 3/9 signals deteriorating financial health
Dividend payout ratio of 109.19% exceeds earnings, raising sustainability concerns
Elevated valuation metrics: P/E of 33.29 and P/S of 18.44 vs sector averages
BRK-A BEARISH

BRK-A shows bearish fundamentals based on deterministic rules. Financial strength is weak (F-Score 3/9). Concerns include weak profitability or high valuation.

Strengths
Low debt with D/E ratio of 0.19
Risks
Weak financial trend (Piotroski F-Score: 3/9)
Declining revenue (-0.7%)

Compare Another Pair

BAM vs BRK-A: Head-to-Head Comparison

This page compares Brookfield Asset Management Ltd. (BAM) and Berkshire Hathaway Inc. (BRK-A) across key fundamental metrics including valuation ratios, profitability margins, growth rates, financial health indicators, and dividend metrics. Each metric highlights the better-performing stock so you can quickly identify relative strengths and weaknesses.

Our AI engine independently analyzes each company's financials, competitive position, and market conditions to produce a verdict (Bullish, Neutral, or Bearish) along with key strengths and risks. Use this comparison alongside your own research to make informed investment decisions.

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