Brookfield Business Partners LP (BBU)vsTurning Point Brands Inc (TPB)
BBU
Brookfield Business Partners LP
$32.62
+6.60%
INDUSTRIALS · Cap: $2.71B
TPB
Turning Point Brands Inc
$88.39
+1.80%
CONSUMER DEFENSIVE · Cap: $1.69B
Smart Verdict
WallStSmart Research — data-driven comparison
Brookfield Business Partners LP generates 5829% more annual revenue ($27.46B vs $463.06M). TPB leads profitability with a 12.6% profit margin vs -0.1%. TPB earns a higher WallStSmart Score of 73/100 (B).
BBU
Buy52
out of 100
Grade: C-
TPB
Strong Buy73
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for BBU.
Margin of Safety
+12.1%
Fair Value
$145.55
Current Price
$88.39
$57.16 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 80.0% YoY
Reasonable price relative to book value
Growing faster than its price suggests
Earnings expanding 194.5% YoY
Every $100 of equity generates 24 in profit
Revenue surging 29.2% year-over-year
Areas to Watch
ROE of 2.4% — below average capital efficiency
Weak financial health signals
Revenue declined 4.5%
Currently unprofitable
Moderate valuation
Smaller company, higher risk/reward
Comparative Analysis Report
WallStSmart ResearchBull Case : BBU
The strongest argument for BBU centers on EPS Growth, Price/Book.
Bull Case : TPB
The strongest argument for TPB centers on PEG Ratio, EPS Growth, Return on Equity. Revenue growth of 29.2% demonstrates continued momentum. PEG of 0.05 suggests the stock is reasonably priced for its growth.
Bear Case : BBU
The primary concerns for BBU are Return on Equity, Piotroski F-Score, Revenue Growth. Debt-to-equity of 19.07 is elevated, increasing financial risk.
Bear Case : TPB
The primary concerns for TPB are P/E Ratio, Market Cap.
Key Dynamics to Monitor
BBU profiles as a turnaround stock while TPB is a growth play — different risk/reward profiles.
BBU carries more volatility with a beta of 1.32 — expect wider price swings.
TPB is growing revenue faster at 29.2% — sustainability is the question.
BBU generates stronger free cash flow (763M), providing more financial flexibility.
Bottom Line
TPB scores higher overall (73/100 vs 52/100) and 29.2% 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 Business Partners LP
INDUSTRIALS · CONGLOMERATES · USA
Brookfield Business Partners LP (BBU) is a leading global alternative asset manager that focuses on acquiring, operating, and enhancing a diversified portfolio of high-quality, cash-generating businesses. Capitalizing on the robust resources and expertise of its parent company, Brookfield Asset Management, BBU strategically invests in sectors such as industrials, utilities, and consumer products, employing a disciplined approach to operational improvements. With an emphasis on delivering sustainable cash distributions and capital appreciation, BBU is well-equipped to capitalize on growth opportunities, positioning itself to generate superior returns for its investors over the long term.
Visit Website →Turning Point Brands Inc
CONSUMER DEFENSIVE · TOBACCO · USA
Turning Point Brands, Inc. manufactures, markets and distributes branded consumer products. The company is headquartered in Louisville, Kentucky.
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