Brookfield Asset Management Inc (BAM)vsCarlyle Group Inc (CG)
BAM
Brookfield Asset Management Inc
$42.87
-1.08%
FINANCIAL SERVICES · Cap: $70.28B
CG
Carlyle Group Inc
$47.01
-0.53%
FINANCIAL SERVICES · Cap: $17.07B
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 Buy66
out of 100
Grade: B-
CG
Exceptional Buy80
out of 100
Grade: A-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-400.1%
Fair Value
$10.47
Current Price
$42.87
$32.40 premium
Margin of Safety
+47.5%
Fair Value
$102.02
Current Price
$47.01
$55.01 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Keeps 52 of every $100 in revenue as profit
Strong operational efficiency at 67.9%
Revenue surging 31.1% year-over-year
Large-cap with strong market position
Every $100 of equity generates 22 in profit
Strong operational efficiency at 30.6%
Revenue surging 93.9% year-over-year
Earnings expanding 70.2% YoY
Keeps 20 of every $100 in revenue as profit
Growing faster than its price suggests
Reasonable price relative to book value
Areas to Watch
Moderate valuation
Trading at 8.5x book value
Weak financial health signals
Earnings declined 20.7%
Weak financial health signals
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull 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.
Visit Website →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.
Compare with Other ASSET MANAGEMENT Stocks
Want to dig deeper into these stocks?