Brookfield Business Partners LP (BBU)vsTC Energy Corp (TRP)
BBU
Brookfield Business Partners LP
$32.62
+6.60%
INDUSTRIALS · Cap: $2.71B
TRP
TC Energy Corp
$64.08
+0.02%
ENERGY · Cap: $66.54B
Smart Verdict
WallStSmart Research — data-driven comparison
Brookfield Business Partners LP generates 80% more annual revenue ($27.46B vs $15.24B). TRP leads profitability with a 23.1% profit margin vs -0.1%. TRP earns a higher WallStSmart Score of 59/100 (C).
BBU
Buy52
out of 100
Grade: C-
TRP
Buy59
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for BBU.
Margin of Safety
-216.8%
Fair Value
$19.23
Current Price
$64.08
$44.85 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 80.0% YoY
Reasonable price relative to book value
Strong operational efficiency at 45.4%
Large-cap with strong market position
Keeps 23 of every $100 in revenue as profit
16.5% revenue growth
Areas to Watch
ROE of 2.4% — below average capital efficiency
Weak financial health signals
Revenue declined 4.5%
Currently unprofitable
Moderate valuation
0.5% earnings growth
Expensive relative to growth rate
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : BBU
The strongest argument for BBU centers on EPS Growth, Price/Book.
Bull Case : TRP
The strongest argument for TRP centers on Operating Margin, Market Cap, Profit Margin. Profitability is solid with margins at 23.1% and operating margin at 45.4%. Revenue growth of 16.5% demonstrates continued momentum.
Bear Case : BBU
The primary concerns for BBU are Return on Equity, Piotroski F-Score, Revenue Growth. Debt-to-equity of 19.07 is elevated, increasing financial risk.
Bear Case : TRP
The primary concerns for TRP are P/E Ratio, EPS Growth, PEG Ratio. Debt-to-equity of 2.23 is elevated, increasing financial risk.
Key Dynamics to Monitor
BBU profiles as a turnaround stock while TRP is a growth play — different risk/reward profiles.
BBU carries more volatility with a beta of 1.32 — expect wider price swings.
TRP is growing revenue faster at 16.5% — sustainability is the question.
BBU generates stronger free cash flow (763M), providing more financial flexibility.
Bottom Line
TRP scores higher overall (59/100 vs 52/100), backed by strong 23.1% margins and 16.5% revenue growth. 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 Business Partners LP
INDUSTRIALS · CONGLOMERATES · USA
Brookfield Business Partners LP (BBU) is a leading global alternative asset manager that focuses on acquiring, operating, and enhancing a diversified portfolio of high-quality, cash-generating businesses. Capitalizing on the robust resources and expertise of its parent company, Brookfield Asset Management, BBU strategically invests in sectors such as industrials, utilities, and consumer products, employing a disciplined approach to operational improvements. With an emphasis on delivering sustainable cash distributions and capital appreciation, BBU is well-equipped to capitalize on growth opportunities, positioning itself to generate superior returns for its investors over the long term.
Visit Website →TC Energy Corp
ENERGY · OIL & GAS MIDSTREAM · USA
TC Energy Corporation is an energy infrastructure company in North America. The company is headquartered in Calgary, Canada.
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