WallStSmart

Brookfield Corp (BN)vsCarlyle Secured Lending Inc (CGBD)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Brookfield Corp generates 30286% more annual revenue ($77.66B vs $255.57M). CGBD leads profitability with a 27.4% profit margin vs 1.7%. BN appears more attractively valued with a PEG of 1.27. BN earns a higher WallStSmart Score of 64/100 (C+).

BN

Buy

64

out of 100

Grade: C+

Growth: 5.3Profit: 5.5Value: 4.7Quality: 5.0

CGBD

Buy

59

out of 100

Grade: C

Growth: 6.0Profit: 7.5Value: 4.7Quality: 6.5
Piotroski: 4/9Altman Z: 0.83
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

BNSignificantly Overvalued (-103.3%)

Margin of Safety

-103.3%

Fair Value

$22.93

Current Price

$39.22

$16.29 premium

UndervaluedFair: $22.93Overvalued
CGBDSignificantly Overvalued (-77.2%)

Margin of Safety

-77.2%

Fair Value

$6.87

Current Price

$11.21

$4.34 premium

UndervaluedFair: $6.87Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

BN4 strengths · Avg: 8.8/10
EPS GrowthGrowth
80.4%10/10

Earnings expanding 80.4% YoY

Market CapQuality
$86.53B9/10

Large-cap with strong market position

Price/BookValuation
2.0x8/10

Reasonable price relative to book value

Operating MarginProfitability
29.2%8/10

Strong operational efficiency at 29.2%

CGBD5 strengths · Avg: 9.4/10
P/E RatioValuation
10.9x10/10

Attractively priced relative to earnings

Price/BookValuation
0.7x10/10

Reasonable price relative to book value

Operating MarginProfitability
74.5%10/10

Strong operational efficiency at 74.5%

Profit MarginProfitability
27.4%9/10

Keeps 27 of every $100 in revenue as profit

Revenue GrowthGrowth
18.7%8/10

18.7% revenue growth

Areas to Watch

BN4 concerns · Avg: 3.0/10
Revenue GrowthGrowth
3.5%4/10

3.5% revenue growth

Return on EquityProfitability
1.9%3/10

ROE of 1.9% — below average capital efficiency

Profit MarginProfitability
1.7%3/10

1.7% margin — thin

P/E RatioValuation
78.1x2/10

Premium valuation, high expectations priced in

CGBD4 concerns · Avg: 2.8/10
Market CapQuality
$799.75M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
6.8%3/10

ROE of 6.8% — below average capital efficiency

Debt/EquityHealth
1.103/10

Elevated debt levels

PEG RatioValuation
3.542/10

Expensive relative to growth rate

Comparative Analysis Report

WallStSmart Research

Bull 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 : CGBD

The strongest argument for CGBD centers on P/E Ratio, Price/Book, Operating Margin. Profitability is solid with margins at 27.4% and operating margin at 74.5%. Revenue growth of 18.7% demonstrates continued momentum.

Bear Case : BN

The primary concerns for BN are Revenue Growth, Return on Equity, Profit Margin. A P/E of 78.1x leaves little room for execution misses. Thin 1.7% margins leave little buffer for downturns.

Bear Case : CGBD

The primary concerns for CGBD are Market Cap, Return on Equity, Debt/Equity.

Key Dynamics to Monitor

BN profiles as a value stock while CGBD is a growth play — different risk/reward profiles.

BN carries more volatility with a beta of 1.86 — expect wider price swings.

CGBD is growing revenue faster at 18.7% — sustainability is the question.

Monitor ASSET MANAGEMENT industry trends, competitive dynamics, and regulatory changes.

Bottom Line

BN scores higher overall (64/100 vs 59/100). Both earn "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 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 Secured Lending Inc

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

TCG BDC, Inc. is a closed undiversified investment company. The company is headquartered in New York, New York.

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