Brookfield Asset Management Ltd. (BAM)vsCarlyle Group Inc (CG)
BAM
Brookfield Asset Management Ltd.
$47.26
-1.30%
FINANCIAL SERVICES · Cap: $75.49B
CG
Carlyle Group Inc
$42.34
-1.69%
FINANCIAL SERVICES · Cap: $16.37B
Smart Verdict
WallStSmart Research — data-driven comparison
Brookfield Asset Management Ltd. generates 105% more annual revenue ($5.74B vs $2.80B). BAM leads profitability with a 48.9% profit margin vs 13.0%. CG appears more attractively valued with a PEG of 0.80. BAM earns a higher WallStSmart Score of 77/100 (B+).
BAM
Strong Buy77
out of 100
Grade: B+
CG
Hold50
out of 100
Grade: D+
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Keeps 49 of every $100 in revenue as profit
Strong operational efficiency at 68.7%
Revenue surging 60.8% year-over-year
Large-cap with strong market position
Earnings expanding 47.4% YoY
Growing faster than its price suggests
Reasonable price relative to book value
Strong operational efficiency at 26.9%
Areas to Watch
Moderate valuation
Trading at 10.1x book value
Grey zone — moderate risk
ROE of 6.0% — below average capital efficiency
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 : 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 : 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 : 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 : 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
BAM profiles as a growth 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.
BAM is growing revenue faster at 60.8% — sustainability is the question.
BAM generates stronger free cash flow (393M), providing more financial flexibility.
Bottom Line
BAM scores higher overall (77/100 vs 50/100), backed by strong 48.9% margins and 60.8% revenue growth. Both earn "Strong 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 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 →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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