WallStSmart

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

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Brookfield Asset Management Inc generates 19% more annual revenue ($4.82B vs $4.03B). BAM leads profitability with a 51.6% profit margin vs 20.1%. CG appears more attractively valued with a PEG of 0.66. CG earns a higher WallStSmart Score of 80/100 (A-).

BAM

Strong Buy

66

out of 100

Grade: B-

Growth: 6.7Profit: 9.0Value: 7.3Quality: 6.0
Piotroski: 3/9

CG

Exceptional Buy

80

out of 100

Grade: A-

Growth: 9.3Profit: 7.5Value: 10.0Quality: 3.3
Piotroski: 3/9Altman Z: 0.90
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

BAMSignificantly Overvalued (-400.1%)

Margin of Safety

-400.1%

Fair Value

$10.47

Current Price

$42.87

$32.40 premium

UndervaluedFair: $10.47Overvalued
CGUndervalued (+47.5%)

Margin of Safety

+47.5%

Fair Value

$102.02

Current Price

$47.01

$55.01 discount

UndervaluedFair: $102.02Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

BAM5 strengths · Avg: 9.6/10
Profit MarginProfitability
51.6%10/10

Keeps 52 of every $100 in revenue as profit

Operating MarginProfitability
67.9%10/10

Strong operational efficiency at 67.9%

Revenue GrowthGrowth
31.1%10/10

Revenue surging 31.1% year-over-year

Market CapQuality
$70.28B9/10

Large-cap with strong market position

Return on EquityProfitability
22.3%9/10

Every $100 of equity generates 22 in profit

CG6 strengths · Avg: 9.2/10
Operating MarginProfitability
30.6%10/10

Strong operational efficiency at 30.6%

Revenue GrowthGrowth
93.9%10/10

Revenue surging 93.9% year-over-year

EPS GrowthGrowth
70.2%10/10

Earnings expanding 70.2% YoY

Profit MarginProfitability
20.1%9/10

Keeps 20 of every $100 in revenue as profit

PEG RatioValuation
0.668/10

Growing faster than its price suggests

Price/BookValuation
2.9x8/10

Reasonable price relative to book value

Areas to Watch

BAM4 concerns · Avg: 3.3/10
P/E RatioValuation
27.9x4/10

Moderate valuation

Price/BookValuation
8.5x4/10

Trading at 8.5x book value

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

EPS GrowthGrowth
-20.7%2/10

Earnings declined 20.7%

CG2 concerns · Avg: 2.5/10
Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Altman Z-ScoreHealth
0.902/10

Distress zone — elevated risk

Comparative Analysis Report

WallStSmart Research

Bull Case : BAM

The strongest argument for BAM centers on Profit Margin, Operating Margin, Revenue Growth. Profitability is solid with margins at 51.6% and operating margin at 67.9%. Revenue growth of 31.1% demonstrates continued momentum.

Bull Case : CG

The strongest argument for CG centers on Operating Margin, Revenue Growth, EPS Growth. Profitability is solid with margins at 20.1% and operating margin at 30.6%. Revenue growth of 93.9% demonstrates continued momentum.

Bear Case : BAM

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

Bear Case : CG

The primary concerns for CG are Piotroski F-Score, Altman Z-Score.

Key Dynamics to Monitor

CG carries more volatility with a beta of 2.06 — expect wider price swings.

CG is growing revenue faster at 93.9% — sustainability is the question.

BAM generates stronger free cash flow (706M), providing more financial flexibility.

Monitor ASSET MANAGEMENT industry trends, competitive dynamics, and regulatory changes.

Bottom Line

CG scores higher overall (80/100 vs 66/100), backed by strong 20.1% margins and 93.9% revenue growth. Both earn "Exceptional Buy" and "Strong Buy" 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 Inc

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

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

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Carlyle Group Inc

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

Carlyle Group Inc (CG) is a prominent global investment firm specializing in private equity, alternative asset management, and a wide range of innovative investment solutions across various industries. With a robust presence in North America, Europe, and Asia, Carlyle leverages its deep sector expertise and strategic relationships to drive superior returns for its clients. Known for its disciplined operational approach and a strong commitment to value creation, Carlyle is a leading option for institutional investors seeking resilient and diverse exposure within the alternative asset space.

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