Brookfield Corp (BN)vsCarlyle Group Inc (CG)
BN
Brookfield Corp
$38.22
+0.45%
FINANCIAL SERVICES · Cap: $85.32B
CG
Carlyle Group Inc
$42.34
-1.69%
FINANCIAL SERVICES · Cap: $16.37B
Smart Verdict
WallStSmart Research — data-driven comparison
Brookfield Corp generates 2785% more annual revenue ($80.69B vs $2.80B). CG leads profitability with a 13.0% profit margin vs 1.8%. CG appears more attractively valued with a PEG of 0.80. 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
Large-cap with strong market position
Reasonable price relative to book value
Strong operational efficiency at 25.7%
Earnings expanding 40.3% YoY
Growing faster than its price suggests
Reasonable price relative to book value
Strong operational efficiency at 26.9%
Areas to Watch
ROE of 3.0% — below average capital efficiency
1.8% margin — thin
Premium valuation, high expectations priced in
Negative free cash flow — burning cash
ROE of 5.0% — below average capital efficiency
Elevated debt levels
Weak financial health signals
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : BN
The strongest argument for BN centers on Market Cap, Price/Book, Operating Margin. PEG of 1.27 suggests the stock is reasonably priced for its growth.
Bull Case : CG
The strongest argument for CG centers on PEG Ratio, Price/Book, Operating Margin. PEG of 0.80 suggests the stock is reasonably priced for its growth.
Bear Case : BN
The primary concerns for BN are Return on Equity, Profit Margin, P/E Ratio. A P/E of 70.8x leaves little room for execution misses. Debt-to-equity of 5.69 is elevated, increasing financial risk.
Bear Case : CG
The primary concerns for CG are Return on Equity, Debt/Equity, Piotroski F-Score. A P/E of 47.9x leaves little room for execution misses. Debt-to-equity of 1.98 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.
CG carries more volatility with a beta of 1.83 — expect wider price swings.
BN is growing revenue faster at 8.5% — sustainability is the question.
CG generates stronger free cash flow (-215M), 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 leading global investment firm specializing in private equity and alternative asset management, recognized for its innovative investment strategies across multiple sectors. With a robust footprint in North America, Europe, and Asia, Carlyle utilizes its extensive market knowledge and deep industry connections to generate superior returns for institutional investors. The firm's disciplined investment approach and dedication to value creation have established it as a premier partner for institutions seeking resilient and diversified opportunities within the alternative investment landscape.
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