WallStSmart

Brookfield Asset Management Ltd. (BAM)vsCarlyle Secured Lending Inc (CGBD)

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Smart Verdict

WallStSmart Research — data-driven comparison

Brookfield Asset Management Ltd. generates 2110% more annual revenue ($5.74B vs $259.59M). BAM leads profitability with a 48.9% profit margin vs 14.3%. BAM appears more attractively valued with a PEG of 1.05. BAM earns a higher WallStSmart Score of 77/100 (B+).

BAM

Strong Buy

77

out of 100

Grade: B+

Growth: 8.7Profit: 8.0Value: 5.7Quality: 4.0
Piotroski: 2/9Altman Z: 1.97

CGBD

Hold

47

out of 100

Grade: D+

Growth: 4.0Profit: 6.5Value: 4.3Quality: 3.0
Piotroski: 2/9Altman Z: 0.58

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

BAM5 strengths · Avg: 9.4/10
Profit MarginProfitability
48.9%10/10

Keeps 49 of every $100 in revenue as profit

Operating MarginProfitability
68.7%10/10

Strong operational efficiency at 68.7%

Revenue GrowthGrowth
60.8%10/10

Revenue surging 60.8% year-over-year

Market CapQuality
$72.29B9/10

Large-cap with strong market position

EPS GrowthGrowth
47.4%8/10

Earnings expanding 47.4% YoY

CGBD2 strengths · Avg: 10.0/10
Price/BookValuation
0.7x10/10

Reasonable price relative to book value

Operating MarginProfitability
74.0%10/10

Strong operational efficiency at 74.0%

Areas to Watch

BAM4 concerns · Avg: 3.8/10
P/E RatioValuation
26.5x4/10

Moderate valuation

Price/BookValuation
9.5x4/10

Trading at 9.5x book value

Altman Z-ScoreHealth
1.974/10

Grey zone — moderate risk

Return on EquityProfitability
6.0%3/10

ROE of 6.0% — below average capital efficiency

CGBD4 concerns · Avg: 3.0/10
Market CapQuality
$767.17M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
3.4%3/10

ROE of 3.4% — below average capital efficiency

Debt/EquityHealth
1.213/10

Elevated debt levels

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

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 48.9% and operating margin at 68.7%. Revenue growth of 60.8% demonstrates continued momentum.

Bull Case : CGBD

The strongest argument for CGBD centers on Price/Book, Operating Margin.

Bear Case : BAM

The primary concerns for BAM are P/E Ratio, Price/Book, Altman Z-Score. Debt-to-equity of 5.69 is elevated, increasing financial risk.

Bear Case : CGBD

The primary concerns for CGBD are Market Cap, Return on Equity, Debt/Equity.

Key Dynamics to Monitor

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

BAM carries more volatility with a beta of 1.26 — expect wider price swings.

BAM is growing revenue faster at 60.8% — sustainability is the question.

BAM generates stronger free cash flow (393M), providing more financial flexibility.

Bottom Line

BAM scores higher overall (77/100 vs 47/100), backed by strong 48.9% margins and 60.8% 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 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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