Brookfield Asset Management Ltd. (BAM)vsCarlyle Secured Lending Inc (CGBD)
BAM
Brookfield Asset Management Ltd.
$46.70
+2.25%
FINANCIAL SERVICES · Cap: $76.25B
CGBD
Carlyle Secured Lending Inc
$10.64
-1.39%
FINANCIAL SERVICES · Cap: $739.45M
Smart Verdict
WallStSmart Research — data-driven comparison
Brookfield Asset Management Ltd. generates 1816% more annual revenue ($5.07B vs $264.78M). BAM leads profitability with a 49.7% profit margin vs 19.5%. 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-
CGBD
Buy55
out of 100
Grade: C
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
Reasonable price relative to book value
Strong operational efficiency at 74.0%
Attractively priced relative to earnings
16.8% revenue growth
Areas to Watch
Premium valuation, high expectations priced in
Trading at 9.9x book value
Grey zone — moderate risk
Weak financial health signals
Smaller company, higher risk/reward
ROE of 4.6% — below average capital efficiency
Elevated debt levels
Weak financial health signals
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 : CGBD
The strongest argument for CGBD centers on Price/Book, Operating Margin, P/E Ratio. Profitability is solid with margins at 19.5% and operating margin at 74.0%. Revenue growth of 16.8% demonstrates continued momentum.
Bear Case : BAM
The primary concerns for BAM are P/E Ratio, Price/Book, Altman Z-Score.
Bear Case : CGBD
The primary concerns for CGBD are Market Cap, Return on Equity, Debt/Equity.
Key Dynamics to Monitor
BAM carries more volatility with a beta of 1.25 — expect wider price swings.
BAM is growing revenue faster at 23.8% — sustainability is the question.
BAM generates stronger free cash flow (339M), providing more financial flexibility.
Monitor ASSET MANAGEMENT industry trends, competitive dynamics, and regulatory changes.
Bottom Line
BAM scores higher overall (68/100 vs 55/100), backed by strong 49.7% margins and 23.8% revenue growth. Both earn "Strong Buy" and "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 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 Secured Lending Inc
FINANCIAL SERVICES · ASSET MANAGEMENT · USA
TCG BDC, Inc. is a closed undiversified investment company. The company is headquartered in New York, New York.
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