Brookfield Corp (BN)vsCarlyle Group Inc (CG)
BN
Brookfield Corp
$44.60
+1.06%
FINANCIAL SERVICES · Cap: $101.83B
CG
Carlyle Group Inc
$43.48
-0.11%
FINANCIAL SERVICES · Cap: $16.47B
Smart Verdict
WallStSmart Research — data-driven comparison
Brookfield Corp generates 2335% more annual revenue ($79.11B vs $3.25B). CG leads profitability with a 16.8% profit margin vs 1.7%. BN appears more attractively valued with a PEG of 1.27. BN earns a higher WallStSmart Score of 63/100 (C+).
BN
Buy63
out of 100
Grade: C+
CG
Hold50
out of 100
Grade: D+
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 158.8% YoY
Large-cap with strong market position
Reasonable price relative to book value
Strong operational efficiency at 28.9%
Earnings expanding 70.2% YoY
Reasonable price relative to book value
Areas to Watch
ROE of 2.8% — below average capital efficiency
1.7% margin — thin
Premium valuation, high expectations priced in
Negative free cash flow — burning cash
Expensive relative to growth rate
Premium valuation, high expectations priced in
Weak financial health signals
Revenue declined 94.1%
Comparative Analysis Report
WallStSmart ResearchBull Case : BN
The strongest argument for BN centers on EPS Growth, Market Cap, Price/Book. PEG of 1.27 suggests the stock is reasonably priced for its growth.
Bull Case : CG
The strongest argument for CG centers on EPS Growth, Price/Book. Profitability is solid with margins at 16.8% and operating margin at -233.9%.
Bear Case : BN
The primary concerns for BN are Return on Equity, Profit Margin, P/E Ratio. A P/E of 89.4x leaves little room for execution misses. Debt-to-equity of 5.72 is elevated, increasing financial risk.
Bear Case : CG
The primary concerns for CG are PEG Ratio, P/E Ratio, Piotroski F-Score. Debt-to-equity of 2.71 is elevated, increasing financial risk.
Key Dynamics to Monitor
BN profiles as a value stock while CG is a declining play — different risk/reward profiles.
BN carries more volatility with a beta of 1.85 — expect wider price swings.
BN is growing revenue faster at 7.9% — sustainability is the question.
CG generates stronger free cash flow (441M), providing more financial flexibility.
Bottom Line
BN scores higher overall (63/100 vs 50/100). Both earn "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 Corp
FINANCIAL SERVICES · ASSET MANAGEMENT · USA
Brookfield Corporation is an alternative asset manager and REIT/Real Estate Investment Manager firm focuses on real estate, renewable power, infrastructure and venture capital and private equity assets. The company is headquartered in Toronto, Canada with additional offices across Northern America; South America; Europe; Middle East and Asia.
Carlyle Group Inc
FINANCIAL SERVICES · ASSET MANAGEMENT · USA
Carlyle Group Inc (CG) is a prominent global investment firm known for its leadership in private equity and alternative asset management, offering a wide range of innovative investment solutions across various sectors. With a strong presence in North America, Europe, and Asia, Carlyle leverages its deep market insights and extensive networks to drive superior returns for institutional investors. The firm's disciplined and strategic investment approach, combined with a steadfast commitment to value creation, solidifies its reputation as a leading partner for institutions pursuing resilient and diversified opportunities in the alternative investment space.
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