` Comparison: HFPC.U, BAM - Alpha Spread

H
HFPC.U
vs
BAM

Over the past 12 months, HFPC.U has underperformed BAM, delivering a return of -35% compared to the BAM's 5% drop.

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HFPC.U
BAM
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Valuation Comparison

HFPC.U 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
H
Helios Fairfax Partners Corp
TSX:HFPC.U
1.75 USD
Brookfield Asset Management Inc
NYSE:BAM
52.19 USD
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Valuation Scenario:
Bear Case
Base Case
Bull Case

Growth Comparison

Growth Over Time
HFPC.U, BAM

HFPC.U
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
H
Helios Fairfax Partners Corp
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
HFPC.U, BAM

HFPC.U
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
H
Helios Fairfax Partners Corp
TSX:HFPC.U
Brookfield Asset Management Inc
NYSE:BAM
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What is Free Cash Flow?

Gross Margin

HFPC.U
75.8%
BAM
0%

Operating Margin

HFPC.U
-76.9%
BAM
54.3%

Net Margin

HFPC.U
-77.7%
BAM
55.6%

FCF Margin

HFPC.U
-41.9%
BAM
27.3%

ROE

HFPC.U
-4.4%
BAM
31.9%

ROA

HFPC.U
-4.2%
BAM
18.9%

ROIC

HFPC.U
-4.4%
BAM
21.5%

ROCE

HFPC.U
-4.2%
BAM
24.1%

Solvency Comparison

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Balance Sheet Comparison
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Stocks Performance

Stocks Performance
HFPC.U, BAM

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Performance Gap
HFPC.U, BAM

Performance Gap Between HFPC.U and BAM
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Performance By Year
HFPC.U, BAM

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HFPC.U
BAM
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