` Comparison: NGI, BAM - Alpha Spread

NGI
vs
B
BAM

Over the past 12 months, NGI has significantly outperformed BAM, delivering a return of +79% compared to the BAM's 8% drop.

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NGI
BAM
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Valuation Comparison

NGI Intrinsic Value
2.28 AUD
Overvaluation 19%
Intrinsic Value
Price
B
BAM Intrinsic Value
41.72 CAD
Overvaluation 45%
Intrinsic Value
Price
Company Last Price Intrinsic Value DCF Value Relative Value Wall St Target
Navigator Global Investments Ltd
ASX:NGI
2.83 AUD
B
BROOKFIELD ASSET MANAGEMENT LTD
TSX:BAM
75.55 CAD
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Valuation Scenario:
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Growth Comparison

Growth Over Time
NGI, BAM

NGI
BAM
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Revenue
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Company LTM Historical Growth Growth Streak % Positive Years Max Drawdown Volatility Forecasted Growth
3 Years 5 Years 10 Years 1 Year 3 Years
Navigator Global Investments Ltd
Revenue
B
BROOKFIELD ASSET MANAGEMENT LTD
Revenue

All metrics are calculated based on data from the last 10 years.

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Profitability Comparison

Free Cash Flow
NGI, BAM

NGI
BAM
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Free Cash Flow
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Company LTM Average Historical Growth FCF Margin Conversion
3 Years 5 Years 3 Years 5 Years 10 Years
Navigator Global Investments Ltd
ASX:NGI
B
BROOKFIELD ASSET MANAGEMENT LTD
TSX:BAM
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What is Free Cash Flow?

Gross Margin

NGI
35.8%
BAM
0%

Operating Margin

NGI
7.6%
BAM
54.3%

Net Margin

NGI
32.6%
BAM
55.6%

FCF Margin

NGI
26.4%
BAM
27.3%

ROE

NGI
16.4%
BAM
31.9%

ROA

NGI
13.8%
BAM
18.9%

ROIC

NGI
3.1%
BAM
21.5%

ROCE

NGI
3.7%
BAM
24.1%

Solvency Comparison

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Balance Sheet Comparison
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Stocks Performance

Stocks Performance
NGI, BAM

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Performance Gap
NGI, BAM

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NGI
BAM
Difference
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Performance By Year
NGI, BAM

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NGI
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