WallStSmart

Brookfield Asset Management Inc (BAM)vsTPG Inc (TPG)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Brookfield Asset Management Inc generates 13% more annual revenue ($4.82B vs $4.26B). BAM leads profitability with a 51.6% profit margin vs 2.8%. BAM trades at a lower P/E of 27.9x. BAM earns a higher WallStSmart Score of 66/100 (B-).

BAM

Strong Buy

66

out of 100

Grade: B-

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

TPG

Hold

47

out of 100

Grade: D+

Growth: 8.0Profit: 5.5Value: 3.0Quality: 6.3
Piotroski: 5/9Altman Z: 1.09
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
TPGSignificantly Overvalued (-7204.4%)

Margin of Safety

-7204.4%

Fair Value

$0.68

Current Price

$40.69

$40.01 premium

UndervaluedFair: $0.68Overvalued

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

TPG1 strengths · Avg: 10.0/10
Revenue GrowthGrowth
43.0%10/10

Revenue surging 43.0% year-over-year

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%

TPG4 concerns · Avg: 2.8/10
EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Profit MarginProfitability
2.8%3/10

2.8% margin — thin

P/E RatioValuation
578.7x2/10

Premium valuation, high expectations priced in

Free Cash FlowQuality
$-53.02M2/10

Negative free cash flow — burning cash

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 : TPG

The strongest argument for TPG centers on Revenue Growth. Revenue growth of 43.0% demonstrates continued momentum.

Bear Case : BAM

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

Bear Case : TPG

The primary concerns for TPG are EPS Growth, Profit Margin, P/E Ratio. A P/E of 578.7x leaves little room for execution misses. Thin 2.8% margins leave little buffer for downturns.

Key Dynamics to Monitor

BAM profiles as a growth stock while TPG is a hypergrowth play — different risk/reward profiles.

TPG carries more volatility with a beta of 1.51 — expect wider price swings.

TPG is growing revenue faster at 43.0% — sustainability is the question.

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

Bottom Line

BAM scores higher overall (66/100 vs 47/100), backed by strong 51.6% margins and 31.1% 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 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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TPG Inc

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

TPG Inc. is a global alternative asset manager. The company is headquartered in Fort Worth, Texas.

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