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BAM vs CG
Which Stock Would AI Choose? Brookfield Asset Management (BAM) vs. The Carlyle Group (CG) Stock Comparison
Key Takeaways
- BAM is riding a durable growth cycle in AI infrastructure and real assets, with record fundraising and rising fee-related earnings, while CG is contending with softer private equity (PE) fundamentals and a steep year-to-date share decline.
- BAM generated $808 million in second-quarter fee-related earnings (up 20% year over year) and posted record quarterly fundraising, whereas CG reported a notable revenue drop amid a weaker deal-exit environment.
- Tickeron AI Verdict: BAM — its stronger trend consistency, broader catalyst pipeline, and steadier fee-revenue profile currently give it the edge over CG.
- Both are alternative asset managers, but BAM skews toward real assets, infrastructure, and credit, while CG is more concentrated in global private equity.
- Explore BAM Major News and BAM Today's Price Move, as well as CG Major News and CG Today's Price Move, for real-time updates on each ticker.
- To see which strategies are currently favored by AI, explore Trending AI Robots.
Introduction
Both BAM and CG operate at the heart of the alternative-asset management industry, yet they have moved in markedly different directions over recent months. Brookfield Asset Management has leaned into AI infrastructure, energy, and credit, while The Carlyle Group remains more anchored in traditional private equity. For investors weighing exposure to private markets — whether seeking steadier fee-based compounding or turnaround potential in a beaten-down name — this stock comparison examines relative performance, business mix, and the observable factors shaping current market positioning.
BAM Overview and Recent Performance
Brookfield Asset Management Ltd. is one of the world's largest alternative-asset managers, with roughly $672 billion in fee-earning assets under management (AUM, the capital on which it earns management fees) and approximately $1.27 trillion in total managed assets. Its business spans real estate and real assets, private equity, and a fast-growing alternative credit platform, with a heavy institutional investor base.
In recent weeks, sentiment around BAM has been supported by an expanding AI and digital-infrastructure pipeline. The firm has deepened partnerships in data-center financing and clean power — including a scaled-up collaboration with Bloom Energy — and has highlighted a leadership role in funding AI-related energy and infrastructure projects. Second-quarter results reinforced the trend: record fundraising of roughly $77 billion and fee-related earnings up 20% year over year. Shares have shown stronger near-term momentum than the broader market in stretches, although the stock still carries a premium valuation that leaves limited room for error.
CG Overview and Recent Performance
The Carlyle Group Inc. is a global alternative-asset manager with approximately $485 billion in total AUM, including about $334 billion in fee-earning AUM. Its three core segments are global private equity, global credit, and investment solutions, with a long-standing reputation in buyouts across industries and geographies.
Recent market activity has been more challenging for CG. The stock has underperformed both broader indices and several alternative-manager peers this year, as a softer private-equity backdrop — slower exits, fewer monetizations, and higher-rate pressure — weighed on results. Quarterly revenue declined notably, and some analysts have flagged deteriorating PE fundamentals as a headwind. On the positive side, the company continues to return capital through an expanded share-repurchase authorization and has pursued selective deals, but the path to reaccelerating earnings visibility remains a central question for investors.
Trending AI Robots
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Head-to-Head Comparison
The sharpest contrast between these two names is business mix and momentum. BAM has diversified aggressively into long-duration, fee-generating real assets — infrastructure, energy, and credit — that align with secular demand for AI computing and power. This has translated into record fundraising and steady fee-related earnings growth, giving the stock more consistent fundamental support.
CG, by contrast, remains more leveraged to classic private-equity cycles, where investment realizations and performance fees depend on a healthy exit environment. That cyclicality has worked against the stock recently. While CG trades at a lower price-to-sales multiple and offers a meaningful buyback, its earnings trajectory is more volatile, and its year-to-date decline reflects genuine uncertainty around near-term growth.
Risk profiles also differ. BAM's premium valuation and exposure to capital-intensive infrastructure projects introduce execution and interest-rate sensitivity. CG's risks center on fundraising pace and the timing of monetizations. On sentiment, BAM's catalyst pipeline appears richer, while CG's appeal leans more toward valuation and mean-reversion potential.
Tickeron AI Verdict
Based on observable trend consistency, stability of fee-related earnings, and the breadth of near-term catalysts, Tickeron's AI framework currently favors BAM over CG. BAM's record fundraising, growing AI-infrastructure mandates, and rising fee-related earnings offer a more durable relative-positioning profile, whereas CG faces a less certain path to reaccelerating growth in a soft private-equity environment. This verdict reflects probabilistic analysis of relative momentum and positioning rather than a definitive forecast, and conditions could shift as either company's fundamentals evolve.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer.
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is BAM is a Hold and CG is a StrongBuy.
BAM in upward trend: price rose above 50-day moving average on October 28, 2026
BAM moved above its 50-day moving average on October 28, 2026 date and that indicates a change from a downward trend to an upward trend. In 36 of 49 similar past instances, the stock price increased further within the following month. The odds of a continued upward trend are 73%.
Technical Analysis (Indicators)
Bullish Trend Analysis
The Momentum Indicator moved above the 0 level on October 08, 2026. You may want to consider a long position or call options on BAM as a result. In 58 of 83 past instances where the momentum indicator moved above 0, the stock continued to climb. The odds of a continued upward trend are 70%.
The 10-day moving average for BAM crossed bullishly above the 50-day moving average on November 02, 2026. This indicates that the trend has shifted higher and could be considered a buy signal. In 10 of 16 past instances when the 10-day crossed above the 50-day, the stock continued to move higher over the following month. The odds of a continued upward trend are 62%.
Following a +3.28% 3-day Advance, the price is estimated to grow further. Considering data from situations where BAM advanced for three days, in 187 of 316 cases, the price rose further within the following month. The odds of a continued upward trend are 59%.
The Aroon Indicator entered an Uptrend today. In 129 of 242 cases where BAM Aroon's Indicator entered an Uptrend, the price rose further within the following month. The odds of a continued Uptrend are 53%.
Bearish Trend Analysis
The 10-day RSI Indicator for BAM moved out of overbought territory on November 10, 2026. This could be a bearish sign for the stock. Traders may want to consider selling the stock or buying put options. Tickeron's A.I.dvisor looked at 38 similar instances where the indicator moved out of overbought territory. In 28 of the 38 cases, the stock moved lower in the following days. This puts the odds of a move lower at 74%.
The Stochastic Oscillator demonstrated that the ticker has stayed in the overbought zone for 14 days. The longer the ticker stays in the overbought zone, the sooner a price pull-back is expected.
The 50-day moving average for BAM moved below the 200-day moving average on October 26, 2026. This could be a long-term bearish signal for the stock as the stock shifts to an downward trend.
Following a 3-day decline, the stock is projected to fall further. Considering past instances where BAM declined for three days, the price rose further in 50 of 62 cases within the following month. The odds of a continued downward trend are 65%.
BAM broke above its upper Bollinger Band on November 04, 2026. This could be a sign that the stock is set to drop as the stock moves back below the upper band and toward the middle band. You may want to consider selling the stock or exploring put options.
Fundamental Analysis (Ratings)
The Tickeron SMR rating for this company is 29 (best 1 - 100 worst), indicating very strong sales and a profitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.
The Tickeron Price Growth Rating for this company is 44 (best 1 - 100 worst), indicating steady price growth. BAM’s price grows at a higher rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron PE Growth Rating for this company is 61 (best 1 - 100 worst), pointing to average earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.
The Tickeron Valuation Rating of 95 (best 1 - 100 worst) indicates that the company is significantly overvalued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: BAM's P/B Ratio (11.257) is slightly higher than the industry average of (2.412). P/E Ratio (30.257) is within average values for comparable stocks, (-2.386). Projected Growth (PEG Ratio) (1.046) is also within normal values, averaging (1.319). Dividend Yield (0.038) settles around the average of (0.270) among similar stocks. P/S Ratio (15.198) is also within normal values, averaging (15.694).
The Tickeron Profit vs. Risk Rating rating for this company is 100 (best 1 - 100 worst), indicating that the returns do not compensate for the risks. BAM’s unstable profits reported over time resulted in significant Drawdowns within these last five years. A stable profit reduces stock drawdown and volatility. The average Profit vs. Risk Rating rating for the industry is 80, placing this stock worse than average.
CG in upward trend: 10-day moving average crossed above 50-day moving average on November 10, 2026
The 10-day moving average for CG crossed bullishly above the 50-day moving average on November 10, 2026. This indicates that the trend has shifted higher and could be considered a buy signal. In 9 of 13 past instances when the 10-day crossed above the 50-day, the stock continued to move higher over the following month. The odds of a continued upward trend are 69%.
Technical Analysis (Indicators)
Bullish Trend Analysis
The Momentum Indicator moved above the 0 level on October 22, 2026. You may want to consider a long position or call options on CG as a result. In 48 of 76 past instances where the momentum indicator moved above 0, the stock continued to climb. The odds of a continued upward trend are 63%.
The Moving Average Convergence Divergence (MACD) for CG just turned positive on October 20, 2026. Looking at past instances where CG's MACD turned positive, the stock continued to rise in 31 of 45 cases over the following month. The odds of a continued upward trend are 69%.
CG moved above its 50-day moving average on November 09, 2026 date and that indicates a change from a downward trend to an upward trend.
Following a +5.29% 3-day Advance, the price is estimated to grow further. Considering data from situations where CG advanced for three days, in 231 of 340 cases, the price rose further within the following month. The odds of a continued upward trend are 68%.
The Aroon Indicator entered an Uptrend today. In 168 of 249 cases where CG Aroon's Indicator entered an Uptrend, the price rose further within the following month. The odds of a continued Uptrend are 67%.
Bearish Trend Analysis
The 10-day RSI Indicator for CG moved out of overbought territory on November 05, 2026. This could be a bearish sign for the stock. Traders may want to consider selling the stock or buying put options. Tickeron's A.I.dvisor looked at 31 similar instances where the indicator moved out of overbought territory. In 15 of the 31 cases, the stock moved lower in the following days. This puts the odds of a move lower at 48%.
The Stochastic Oscillator entered the overbought zone. Expect a price pull-back in the foreseeable future.
Following a 3-day decline, the stock is projected to fall further. Considering past instances where CG declined for three days, the price rose further in 50 of 62 cases within the following month. The odds of a continued downward trend are 73%.
CG broke above its upper Bollinger Band on November 04, 2026. This could be a sign that the stock is set to drop as the stock moves back below the upper band and toward the middle band. You may want to consider selling the stock or exploring put options.
Fundamental Analysis (Ratings)
The Tickeron PE Growth Rating for this company is 15 (best 1 - 100 worst), pointing to outstanding earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.
The Tickeron Price Growth Rating for this company is 59 (best 1 - 100 worst), indicating fairly steady price growth. CG’s price grows at a lower rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron SMR rating for this company is 59 (best 1 - 100 worst), indicating strong sales and a profitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.
The Tickeron Seasonality Score of 85 (best 1 - 100 worst) indicates that the company is significantly overvalued in the industry. The Tickeron Seasonality score describes the variance of predictable price changes around the same period every calendar year. These changes can be tied to a specific month, quarter, holiday or vacation period, as well as a meteorological or growing season.
The Tickeron Valuation Rating of 87 (best 1 - 100 worst) indicates that the company is significantly overvalued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: P/B Ratio (2.699) is normal, around the industry mean (2.412). P/E Ratio (39.307) is within average values for comparable stocks, (-2.386). Projected Growth (PEG Ratio) (0.646) is also within normal values, averaging (1.319). Dividend Yield (0.035) settles around the average of (0.270) among similar stocks. P/S Ratio (5.356) is also within normal values, averaging (15.694).
The Tickeron Profit vs. Risk Rating rating for this company is 100 (best 1 - 100 worst), indicating that the returns do not compensate for the risks. CG’s unstable profits reported over time resulted in significant Drawdowns within these last five years. A stable profit reduces stock drawdown and volatility. The average Profit vs. Risk Rating rating for the industry is 80, placing this stock worse than average.
BAM | CG | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 25 | 22 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 95 Overvalued | 87 Overvalued | |
PROFIT vs RISK RATING 1..100 | 100 | 100 | |
SMR RATING 1..100 | 29 | 59 | |
PRICE GROWTH RATING 1..100 | 44 | 59 | |
P/E GROWTH RATING 1..100 | 61 | 15 | |
SEASONALITY SCORE 1..100 | 75 | 85 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
CG's Valuation (87) in the Investment Managers industry is in the same range as BAM (95) in the null industry. This means that CG’s stock grew similarly to BAM’s over the last 12 months.
CG's Profit vs Risk Rating (100) in the Investment Managers industry is in the same range as BAM (100) in the null industry. This means that CG’s stock grew similarly to BAM’s over the last 12 months.
BAM's SMR Rating (29) in the null industry is in the same range as CG (59) in the Investment Managers industry. This means that BAM’s stock grew similarly to CG’s over the last 12 months.
BAM's Price Growth Rating (44) in the null industry is in the same range as CG (59) in the Investment Managers industry. This means that BAM’s stock grew similarly to CG’s over the last 12 months.
CG's P/E Growth Rating (15) in the Investment Managers industry is somewhat better than the same rating for BAM (61) in the null industry. This means that CG’s stock grew somewhat faster than BAM’s over the last 12 months.
| BAM | CG | |
|---|---|---|
| RSI ODDS (%) | 1 day ago 74% | 1 day ago 48% |
| Stochastic ODDS (%) | 1 day ago 64% | 1 day ago 66% |
| Momentum ODDS (%) | 3 days ago 70% | 1 day ago 63% |
| MACD ODDS (%) | N/A | 1 day ago 69% |
| TrendWeek ODDS (%) | 1 day ago 66% | 1 day ago 75% |
| TrendMonth ODDS (%) | 1 day ago 57% | 1 day ago 67% |
| Advances ODDS (%) | 3 days ago 59% | 14 days ago 68% |
| Declines ODDS (%) | 1 day ago 65% | 1 day ago 73% |
| BollingerBands ODDS (%) | 1 day ago 61% | 1 day ago 49% |
| Aroon ODDS (%) | 1 day ago 53% | 1 day ago 67% |
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is overvalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
BAM’s FA Score shows that 1 FA rating(s) are green while CG’s FA Score has 1 green FA rating(s).
- BAM’s FA Score: 1 green, 4 red.
- CG’s FA Score: 1 green, 4 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
BAM’s TA Score shows that 5 TA indicator(s) are bullish while CG’s TA Score has 5 bullish TA indicator(s).
- BAM’s TA Score: 5 bullish, 5 bearish.
- CG’s TA Score: 5 bullish, 5 bearish.
Price Growth
BAM (@Investment Managers) experienced а -2.86% price change this week, while CG (@Investment Managers) price change was +1.96% for the same time period.
The average weekly price growth across all stocks in the @Investment Managers industry was -2.51%. For the same industry, the average monthly price growth was -2.71%, and the average quarterly price growth was -1.65%.
Reported Earning Dates
CG is expected to report earnings on Feb 11, 2027.
Industries' Descriptions
@Investment Managers (-2.51% weekly)Investment Managers manage financial assets and other investments of clients. Management includes designing a short- or long-term strategy for buying/holding and selling of portfolio holdings. It can also include tax services and other aspects of financial planning as well. While it is perceived that the industry is faced with growing competition from robo-advisors/digital platforms and passive/ index-tracking funds, many investors still find value in actively managed in-person services that investment management companies often emphasize on. At the same time, many wealth managers are also incorporating digital initiatives/low cost options in addition to their in-person customized services. Their main sources of revenues are fees as a percentage of assets under management, in addition to a certain portion of clients’ gains from asset appreciation. BlackRock, Inc., Blackstone Group Inc and Brookfield Asset Management are some of the major investment management companies.
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BAM and
Correlation & Price change
A.I.dvisor indicates that over the last year, BAM has been closely correlated with BN. These tickers have moved in lockstep 87% of the time. This A.I.-generated data suggests there is a high statistical probability that if BAM jumps, then BN could also see price increases.
CG and
Correlation & Price change
A.I.dvisor indicates that over the last year, CG has been closely correlated with TPG. These tickers have moved in lockstep 82% of the time. This A.I.-generated data suggests there is a high statistical probability that if CG jumps, then TPG could also see price increases.