Brookfield Asset Management Inc (BAM)vsCarlyle Secured Lending Inc (CGBD)
BAM
Brookfield Asset Management Inc
$42.87
-1.08%
FINANCIAL SERVICES · Cap: $70.28B
CGBD
Carlyle Secured Lending Inc
$11.21
-0.44%
FINANCIAL SERVICES · Cap: $799.75M
Smart Verdict
WallStSmart Research — data-driven comparison
Brookfield Asset Management Inc generates 1785% more annual revenue ($4.82B vs $255.57M). BAM leads profitability with a 51.6% profit margin vs 27.4%. BAM appears more attractively valued with a PEG of 1.48. BAM earns a higher WallStSmart Score of 66/100 (B-).
BAM
Strong Buy66
out of 100
Grade: B-
CGBD
Buy59
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-400.1%
Fair Value
$10.47
Current Price
$42.87
$32.40 premium
Margin of Safety
-77.2%
Fair Value
$6.87
Current Price
$11.21
$4.34 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Keeps 52 of every $100 in revenue as profit
Strong operational efficiency at 67.9%
Revenue surging 31.1% year-over-year
Large-cap with strong market position
Every $100 of equity generates 22 in profit
Attractively priced relative to earnings
Reasonable price relative to book value
Strong operational efficiency at 74.5%
Keeps 27 of every $100 in revenue as profit
18.7% revenue growth
Areas to Watch
Moderate valuation
Trading at 8.5x book value
Weak financial health signals
Earnings declined 20.7%
Smaller company, higher risk/reward
ROE of 6.8% — below average capital efficiency
Elevated debt levels
Expensive relative to growth rate
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 51.6% and operating margin at 67.9%. Revenue growth of 31.1% demonstrates continued momentum.
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 : BAM
The primary concerns for BAM are P/E Ratio, Price/Book, Piotroski F-Score.
Bear Case : CGBD
The primary concerns for CGBD are Market Cap, Return on Equity, Debt/Equity.
Key Dynamics to Monitor
BAM carries more volatility with a beta of 1.29 — expect wider price swings.
BAM is growing revenue faster at 31.1% — sustainability is the question.
BAM generates stronger free cash flow (706M), providing more financial flexibility.
Monitor ASSET MANAGEMENT industry trends, competitive dynamics, and regulatory changes.
Bottom Line
BAM scores higher overall (66/100 vs 59/100), backed by strong 51.6% margins and 31.1% 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 Asset Management Inc
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 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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