WallStSmart

Brookfield Asset Management Ltd. (BAM)vsCarlyle Group Inc (CG)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Brookfield Asset Management Ltd. generates 56% more annual revenue ($5.07B vs $3.25B). BAM leads profitability with a 49.7% profit margin vs 16.8%. BAM appears more attractively valued with a PEG of 1.46. BAM earns a higher WallStSmart Score of 68/100 (B-).

BAM

Strong Buy

68

out of 100

Grade: B-

Growth: 7.3Profit: 9.5Value: 5.0Quality: 5.0
Piotroski: 3/9Altman Z: 1.97

CG

Hold

50

out of 100

Grade: D+

Growth: 6.7Profit: 5.0Value: 4.3Quality: 4.5
Piotroski: 2/9Altman Z: 0.71

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

BAM5 strengths · Avg: 9.4/10
Return on EquityProfitability
33.0%10/10

Every $100 of equity generates 33 in profit

Profit MarginProfitability
49.7%10/10

Keeps 50 of every $100 in revenue as profit

Operating MarginProfitability
64.5%10/10

Strong operational efficiency at 64.5%

Market CapQuality
$76.25B9/10

Large-cap with strong market position

Revenue GrowthGrowth
23.8%8/10

Revenue surging 23.8% year-over-year

CG2 strengths · Avg: 9.0/10
EPS GrowthGrowth
70.2%10/10

Earnings expanding 70.2% YoY

Price/BookValuation
2.9x8/10

Reasonable price relative to book value

Areas to Watch

BAM4 concerns · Avg: 3.8/10
P/E RatioValuation
30.6x4/10

Premium valuation, high expectations priced in

Price/BookValuation
9.9x4/10

Trading at 9.9x book value

Altman Z-ScoreHealth
1.974/10

Grey zone — moderate risk

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

CG4 concerns · Avg: 3.3/10
PEG RatioValuation
1.644/10

Expensive relative to growth rate

P/E RatioValuation
31.3x4/10

Premium valuation, high expectations priced in

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

Revenue GrowthGrowth
-94.1%2/10

Revenue declined 94.1%

Comparative Analysis Report

WallStSmart Research

Bull Case : BAM

The strongest argument for BAM centers on Return on Equity, Profit Margin, Operating Margin. Profitability is solid with margins at 49.7% and operating margin at 64.5%. Revenue growth of 23.8% demonstrates continued momentum.

Bull Case : CG

The strongest argument for CG centers on EPS Growth, Price/Book. Profitability is solid with margins at 16.8% and operating margin at -233.9%.

Bear Case : BAM

The primary concerns for BAM are P/E Ratio, Price/Book, Altman Z-Score.

Bear Case : CG

The primary concerns for CG are PEG Ratio, P/E Ratio, Piotroski F-Score. Debt-to-equity of 2.71 is elevated, increasing financial risk.

Key Dynamics to Monitor

BAM profiles as a growth stock while CG is a declining play — different risk/reward profiles.

CG carries more volatility with a beta of 1.82 — expect wider price swings.

BAM is growing revenue faster at 23.8% — sustainability is the question.

CG generates stronger free cash flow (441M), providing more financial flexibility.

Bottom Line

BAM scores higher overall (68/100 vs 50/100), backed by strong 49.7% margins and 23.8% revenue growth. Both earn "Strong Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Brookfield Asset Management Ltd.

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

Brookfield Asset Management is a leading global alternative asset manager and one of the largest investors in real assets.

Visit Website →

Carlyle Group Inc

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

Carlyle Group Inc (CG) is a prominent global investment firm known for its leadership in private equity and alternative asset management, offering a wide range of innovative investment solutions across various sectors. With a strong presence in North America, Europe, and Asia, Carlyle leverages its deep market insights and extensive networks to drive superior returns for institutional investors. The firm's disciplined and strategic investment approach, combined with a steadfast commitment to value creation, solidifies its reputation as a leading partner for institutions pursuing resilient and diversified opportunities in the alternative investment space.

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