Brookfield Asset Management Ltd. (BAM)vsCarlyle Group Inc (CG)
BAM
Brookfield Asset Management Ltd.
$46.70
+2.25%
FINANCIAL SERVICES · Cap: $76.25B
CG
Carlyle Group Inc
$43.48
-0.11%
FINANCIAL SERVICES · Cap: $16.47B
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 Buy68
out of 100
Grade: B-
CG
Hold50
out of 100
Grade: D+
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 33 in profit
Keeps 50 of every $100 in revenue as profit
Strong operational efficiency at 64.5%
Large-cap with strong market position
Revenue surging 23.8% year-over-year
Earnings expanding 70.2% YoY
Reasonable price relative to book value
Areas to Watch
Premium valuation, high expectations priced in
Trading at 9.9x book value
Grey zone — moderate risk
Weak financial health signals
Expensive relative to growth rate
Premium valuation, high expectations priced in
Weak financial health signals
Revenue declined 94.1%
Comparative Analysis Report
WallStSmart ResearchBull 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.
Compare with Other ASSET MANAGEMENT Stocks
Want to dig deeper into these stocks?