Advertisement
BAM vs CG
Which Stock Would AI Choose? Brookfield Asset Management (BAM) vs. The Carlyle Group (CG) Stock Comparison
Key Takeaways
- BAM (Brookfield Asset Management) reported strong first-quarter 2026 results with $21 billion in fundraising and 18% year-over-year growth in fee-related earnings.
- CG (The Carlyle Group) has shown relative outperformance over the trailing 12 months compared with BAM in certain market environments.
- Both companies operate in the alternative asset management sector, with exposure to private equity, infrastructure, and real assets.
- BAM maintains a larger market capitalization and higher recent trading levels near $48, while CG trades at comparatively lower valuations with analyst targets indicating potential upside.
- Upcoming Q2 2026 earnings for BAM on August 5 provide a near-term catalyst, alongside ongoing data-center and AI infrastructure initiatives.
- Market sentiment for both reflects broader alternative-asset trends, with relative performance influenced by fundraising momentum and macroeconomic factors.
Introduction
Brookfield Asset Management (BAM) and The Carlyle Group (CG) represent two prominent players in the global alternative asset management industry. Investors and traders often compare these stocks when evaluating exposure to private markets, infrastructure, and real-asset strategies amid evolving economic conditions. This analysis examines their business models, recent market behavior, and positioning to assist those seeking a balanced view of relative performance and sector dynamics.
BAM Overview and Recent Performance
Brookfield Asset Management (BAM) is a leading global alternative asset manager focused on real estate, infrastructure, renewable power, and private equity. In recent market activity, the stock has traded near $48, reflecting a year-to-date performance influenced by broader market volatility and sector rotation. Strong first-quarter 2026 results highlighted $21 billion in fundraising and an 18% increase in fee-related earnings, supporting investor sentiment around its scale and diversification. Additional momentum stems from participation in large-scale AI-related infrastructure projects, including data-center developments. The company is scheduled to report second-quarter 2026 results on August 5, providing further insight into ongoing trends.
CG Overview and Recent Performance
The Carlyle Group (CG) is a global alternative asset manager specializing in private equity, credit, and investment solutions across multiple sectors. In recent market activity, the stock has exhibited resilience relative to peers, with some analyses noting outperformance over the trailing 12-month period compared with certain competitors. Performance has been shaped by fundraising cycles and deployment activity in private markets. Valuation metrics and analyst targets suggest potential for upside, though the stock trades at levels below some historical peaks. Broader alternative-asset industry dynamics, including interest-rate sensitivity and deal flow, continue to influence sentiment and positioning.
Trending AI Robots
Tickeron’s Trending AI Robots page showcases a curated selection of high-performing AI trading bots from hundreds available on the platform. These bots trade thousands of different tickers using varied strategies, timeframes, performance metrics, and risk parameters tailored to current market conditions. Only those demonstrating consistent results and suitability earn placement in the trending section, with available statistics often highlighting ranges in win rates, profit factors, and drawdowns across diverse trading styles. The section provides traders with data-driven options for automated strategies. Explore the full selection on the Trending AI Robots page for detailed bot profiles and performance histories.
Head-to-Head Comparison
Brookfield Asset Management (BAM) and The Carlyle Group (CG) both manage alternative assets yet differ in scale, focus areas, and recent momentum. BAM benefits from broader diversification across infrastructure and renewables, supporting larger assets under management (AUM) and consistent fee-related earnings growth. CG emphasizes private equity and credit strategies, which can offer different return profiles tied to deal activity. Recent performance shows BAM with higher absolute market capitalization and infrastructure-driven catalysts, while CG has demonstrated comparative resilience in certain periods. Risk factors include interest-rate exposure for both, though BAM’s infrastructure tilt may provide relative stability. Market sentiment remains tied to fundraising success and macroeconomic conditions affecting private-market valuations.
Tickeron AI Verdict
Based on observable factors such as trend consistency, earnings momentum, and sector positioning, Tickeron’s AI models currently indicate a probabilistic preference for BAM due to its scale, recent fundraising results, and infrastructure exposure. CG remains competitive on valuation and relative performance metrics. Outcomes depend on upcoming earnings, market conditions, and execution of growth initiatives.
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 Buy and CG is a StrongBuy.
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 undervalued. 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 whileCG’s FA Score has 2 green FA rating(s).
- BAM’s FA Score: 1 green, 4 red.
- CG’s FA Score: 2 green, 3 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 6 TA indicator(s) are bullish while CG’s TA Score has 7 bullish TA indicator(s).
- BAM’s TA Score: 6 bullish, 3 bearish.
- CG’s TA Score: 7 bullish, 2 bearish.
Price Growth
BAM (@Investment Managers) experienced а +4.42% price change this week, while CG (@Investment Managers) price change was +1.37% for the same time period.
The average weekly price growth across all stocks in the @Investment Managers industry was +0.71%. For the same industry, the average monthly price growth was -2.05%, and the average quarterly price growth was -9.92%.
Reported Earning Dates
CG is expected to report earnings on Aug 05, 2026.
Industries' Descriptions
@Investment Managers (+0.71% 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.
| BAM | CG | BAM / CG | |
| Capitalization | 77.3B | 16.6B | 466% |
| EBITDA | 3.46B | N/A | - |
| Gain YTD | -5.686 | -21.066 | 27% |
| P/E Ratio | 31.03 | 31.52 | 98% |
| Revenue | 4.77B | 2.9B | 165% |
| Total Cash | 1.1B | N/A | - |
| Total Debt | 3.83B | 14.6B | 26% |
BAM | CG | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 24 | 43 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 66 Overvalued | 14 Undervalued | |
PROFIT vs RISK RATING 1..100 | 99 | 85 | |
SMR RATING 1..100 | 32 | 71 | |
PRICE GROWTH RATING 1..100 | 53 | 59 | |
P/E GROWTH RATING 1..100 | 83 | 17 | |
SEASONALITY SCORE 1..100 | 50 | 50 |
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 (14) in the Investment Managers industry is somewhat better than the same rating for BAM (66) in the null industry. This means that CG’s stock grew somewhat faster than BAM’s over the last 12 months.
CG's Profit vs Risk Rating (85) in the Investment Managers industry is in the same range as BAM (99) in the null industry. This means that CG’s stock grew similarly to BAM’s over the last 12 months.
BAM's SMR Rating (32) in the null industry is somewhat better than the same rating for CG (71) in the Investment Managers industry. This means that BAM’s stock grew somewhat faster than CG’s over the last 12 months.
BAM's Price Growth Rating (53) 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 (17) in the Investment Managers industry is significantly better than the same rating for BAM (83) in the null industry. This means that CG’s stock grew significantly faster than BAM’s over the last 12 months.
| BAM | CG | |
|---|---|---|
| RSI ODDS (%) | 4 days ago 76% | 4 days ago 78% |
| Stochastic ODDS (%) | 4 days ago 67% | 4 days ago 72% |
| Momentum ODDS (%) | 4 days ago 61% | 4 days ago 78% |
| MACD ODDS (%) | 4 days ago 79% | 4 days ago 73% |
| TrendWeek ODDS (%) | 4 days ago 63% | 4 days ago 70% |
| TrendMonth ODDS (%) | 4 days ago 56% | 4 days ago 67% |
| Advances ODDS (%) | 4 days ago 58% | 4 days ago 68% |
| Declines ODDS (%) | 12 days ago 67% | 13 days ago 71% |
| BollingerBands ODDS (%) | 4 days ago 60% | 8 days ago 82% |
| Aroon ODDS (%) | N/A | N/A |
Advertisement
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 85% 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 79% 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.