WallStSmart

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

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Brookfield Asset Management Ltd. generates 24% more annual revenue ($5.74B vs $4.64B). BAM leads profitability with a 48.9% profit margin vs 5.1%. BAM trades at a lower P/E of 27.2x. 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

TPG

Buy

51

out of 100

Grade: C-

Growth: 8.0Profit: 6.5Value: 4.0Quality: 3.0
Piotroski: 4/9Altman Z: 0.34

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
$75.49B9/10

Large-cap with strong market position

EPS GrowthGrowth
47.4%8/10

Earnings expanding 47.4% YoY

TPG1 strengths · Avg: 10.0/10
Revenue GrowthGrowth
110.2%10/10

Revenue surging 110.2% year-over-year

Areas to Watch

BAM4 concerns · Avg: 3.8/10
P/E RatioValuation
27.2x4/10

Moderate valuation

Price/BookValuation
10.1x4/10

Trading at 10.1x 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

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

0.0% earnings growth

Profit MarginProfitability
5.1%3/10

5.1% margin — thin

P/E RatioValuation
78.6x2/10

Premium valuation, high expectations priced in

Altman Z-ScoreHealth
0.342/10

Distress zone — elevated risk

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 : TPG

The strongest argument for TPG centers on Revenue Growth. Revenue growth of 110.2% demonstrates continued momentum.

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 : TPG

The primary concerns for TPG are EPS Growth, Profit Margin, P/E Ratio. A P/E of 78.6x leaves little room for execution misses. Debt-to-equity of 2.42 is elevated, increasing financial risk.

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 1.45 — expect wider price swings.

TPG is growing revenue faster at 110.2% — sustainability is the question.

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

Bottom Line

BAM scores higher overall (77/100 vs 51/100), backed by strong 48.9% margins and 60.8% 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 →

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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