` Comparison: PEH vs BAM - Alpha Spread

PEH
vs
BAM

Over the past 12 months, PEH has significantly outperformed BAM, delivering a return of +29% compared to the BAM's 11% drop.

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PEH
BAM
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Valuation Comparison

PEH Intrinsic Value
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BAM Intrinsic Value
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Company Last Price Intrinsic Value DCF Value Relative Value Wall St Target
PEH Wertpapier AG
F:PEH
30.2 EUR
Brookfield Asset Management Inc
NYSE:BAM
49.66 USD
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Valuation Scenario:
Bear Case
Base Case
Bull Case

Growth Comparison

Growth Over Time
PEH, BAM

PEH
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
PEH Wertpapier AG
Revenue
Brookfield Asset Management Inc
Revenue

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

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Profitability Comparison

Free Cash Flow
PEH, BAM

PEH
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
PEH Wertpapier AG
F:PEH
Brookfield Asset Management Inc
NYSE:BAM
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What is Free Cash Flow?

Gross Margin

PEH
22.9%
BAM
0%

Operating Margin

PEH
5.9%
BAM
57.8%

Net Margin

PEH
2.5%
BAM
51.6%

FCF Margin

PEH
5.2%
BAM
31.9%

ROE

PEH
18.8%
BAM
36.7%

ROA

PEH
7.7%
BAM
23.2%

ROIC

PEH
23.6%
BAM
28.4%

ROCE

PEH
24.8%
BAM
33.3%

Solvency Comparison

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Balance Sheet Comparison
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Stocks Performance

Stocks Performance
PEH, BAM

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Performance Gap
PEH, BAM

Performance Gap Between PEH and BAM
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Performance By Year
PEH, BAM

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PEH
BAM
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Compare PEH to other stocks
BLK
BlackRock Inc
More expensive
vs PEH
BX
Blackstone Inc
More expensive
vs PEH
BN
Brookfield Corp
More expensive
vs PEH
NY1
Ninety One Ltd
N
More expensive
vs PEH
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Intrinsic Value is all-important and is the only logical way to evaluate the relative attractiveness of investments and businesses.

Warren Buffett