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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 and CG are both alternative asset managers, but they differ sharply in scale, focus, and recent earnings momentum.
- BAM operates at a larger scale, with $614 billion in fee-bearing capital, while CG manages $475 billion in assets under management (AUM, meaning the total capital it oversees on behalf of clients).
- BAM leans toward real assets—infrastructure, renewable power, real estate, and credit—while CG is weighted toward private equity, global credit, and secondaries.
- BAM recently posted year-over-year growth in fee-related earnings (FRE, the recurring profit from management and advisory fees), while CG reported a GAAP net loss tied to investment performance.
- Both companies are pursuing large-scale fundraising and strategic initiatives, but their near-term relative performance and sentiment have diverged.
Introduction
Investors tracking the alternative asset management sector often weigh BAM (Brookfield Asset Management) against CG (The Carlyle Group) because both convert durable management fees and performance-linked incentives into shareholder returns. This stock comparison is relevant to traders and investors seeking exposure to private markets without owning the underlying funds directly. While the two firms operate in the same broad industry, their business models, growth drivers, and market positioning differ enough to matter for portfolio construction. Understanding how each company's recent performance, capital-raising momentum, and risk profile compare can help clarify which name may be better suited to a given market environment.
BAM Overview and Recent Performance
Brookfield Asset Management is one of the world's largest alternative asset managers, with a portfolio spanning infrastructure, renewable energy and transition, real estate, private equity, and credit. In its most recent reported quarter, the company highlighted rising fee-related earnings, up about 11% year over year, alongside $21 billion of fundraising and a 12% increase in fee-bearing capital to roughly $614 billion. Management has described artificial intelligence (AI) infrastructure—data centers, power generation, and transmission—as a meaningful tailwind, given the firm's existing leadership positions in real assets and renewable power.
Recent market activity has reflected a mixed but improving tone. The stock has traded below earlier highs on a trailing-year basis, yet momentum picked up following earnings, supported by accelerated share repurchases and the pending integration of Oaktree, a credit specialist. Analysts have framed the firm's scale, diversification, and exposure to long-duration, contracted assets as stabilizing factors, while noting that execution on fundraising and deployment remains central to the outlook.
CG Overview and Recent Performance
The Carlyle Group is a global investment firm deploying private capital across three segments: Global Private Equity, Global Credit, and Carlyle AlpInvest (its secondaries and co-investment platform). The company reported total AUM of $475 billion in its most recent quarter, with particular momentum in AlpInvest, which reached a record $107 billion in AUM and posted strong inflows. Management also cited a record quarter for U.S. buyout realizations, or the process of selling investments and returning capital to fund investors.
On a GAAP (Generally Accepted Accounting Principles) basis, however, Carlyle swung to a net loss in the recent quarter, driven largely by investment losses, and revenue declined sharply compared with the prior year. Fee-related earnings of roughly $300 million were down modestly year over year. Despite these reported figures, executives emphasized record "dry powder" (uninvested committed capital) and confidence in multi-year targets. Market sentiment has been more cautious, with the stock trading in the high-$40s to low-$50s range in recent weeks, reflecting sensitivity to quarterly realized performance revenue and the composition of fund exits.
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Head-to-Head Comparison
Although both firms are alternative asset managers, their models differ in meaningful ways. BAM is heavily weighted toward long-lived real assets and is scaling its credit platform through the Oaktree integration, giving it broad exposure to infrastructure, energy, and AI-related demand. CG is more concentrated in corporate private equity and buyout activity, with a growing secondaries and credit franchise. This distinction affects both growth drivers and risk profiles: BAM tends to emphasize recurring fee revenue from long-duration vehicles, while CG can show greater earnings variability tied to realized performance revenue and exit timing.
In terms of recent momentum, BAM has shown improving short-term price action after earnings, supported by buybacks and positive commentary on fundraising, whereas CG has faced a more cautious market response following a GAAP loss and revenue decline. Sector exposure also differs: BAM offers direct leverage to energy transition and AI infrastructure, while CG provides access to corporate buyouts, secondaries, and structured credit. From a risk standpoint, both are sensitive to capital-markets conditions, but CG's earnings may be more exposed to the timing and composition of individual fund exits.
Tickeron AI Verdict
Based on observable factors such as trend consistency, stability of recurring fee revenue, and the presence of identifiable catalysts, Tickeron's AI would likely lean toward BAM in the current environment. The firm's scale, diversified real-asset base, improving short-term momentum, and AI-infrastructure tailwinds provide a steadier foundation than CG's more buyout-dependent earnings stream. That said, CG's record dry powder, strong secondaries momentum, and multi-year growth targets present a credible recovery narrative. The AI's preference is probabilistic rather than definitive, reflecting relative positioning and trend quality rather than a guaranteed outcome.
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 StrongBuy and CG is a StrongBuy.
BAM's RSI Oscillator ascends from oversold territory
The RSI Indicator for BAM moved out of oversold territory on October 02, 2026. This could be a sign that the stock is shifting from a downward trend to an upward trend. Traders may want to buy the stock or call options. The A.I.dvisor looked at 25 similar instances when the indicator left oversold territory. In 19 of the 25 cases the stock moved higher. This puts the odds of a move higher at 76%.
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 56 of 84 past instances where the momentum indicator moved above 0, the stock continued to climb. The odds of a continued upward trend are 67%.
The Moving Average Convergence Divergence (MACD) for BAM just turned positive on October 05, 2026. Looking at past instances where BAM's MACD turned positive, the stock continued to rise in 28 of 45 cases over the following month. The odds of a continued upward trend are 62%.
Following a +3.72% 3-day Advance, the price is estimated to grow further. Considering data from situations where BAM advanced for three days, in 187 of 317 cases, the price rose further within the following month. The odds of a continued upward trend are 59%.
Bearish Trend Analysis
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 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 66%.
BAM broke above its upper Bollinger Band on October 22, 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.
The Aroon Indicator for BAM entered a downward trend on October 07, 2026. This could indicate a strong downward move is ahead for the stock. Traders may want to consider selling the stock or buying 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 Seasonality Score of 38 (best 1 - 100 worst) indicates that the company is fair valued 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 Price Growth Rating for this company is 57 (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 77 (best 1 - 100 worst), pointing to worse than 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 94 (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 (9.790) is slightly higher than the industry average of (2.404). P/E Ratio (26.314) is within average values for comparable stocks, (-3.413). Projected Growth (PEG Ratio) (1.046) is also within normal values, averaging (1.319). Dividend Yield (0.044) settles around the average of (0.272) among similar stocks. P/S Ratio (15.198) is also within normal values, averaging (15.798).
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 82, placing this stock worse than average.
CG's RSI Indicator climbs out of oversold territory
The RSI Indicator for CG moved out of oversold territory on October 19, 2026. This could be a sign that the stock is shifting from a downward trend to an upward trend. Traders may want to buy the stock or call options. The A.I.dvisor looked at 29 similar instances when the indicator left oversold territory. In 24 of the 29 cases the stock moved higher. This puts the odds of a move higher at 83%.
Technical Analysis (Indicators)
Bullish Trend Analysis
The Stochastic Oscillator suggests the stock price trend may be in a reversal from a downward trend to an upward trend. 38 of 59 cases where CG's Stochastic Oscillator exited the oversold zone resulted in an increase in price. Tickeron's analysis proposes that the odds of a continued upward trend are 64%.
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 36 of 45 cases over the following month. The odds of a continued upward trend are 80%.
Following a +2.56% 3-day Advance, the price is estimated to grow further. Considering data from situations where CG advanced for three days, in 234 of 343 cases, the price rose further within the following month. The odds of a continued upward trend are 68%.
CG may jump back above the lower band and head toward the middle band. Traders may consider buying the stock or exploring call options.
Bearish Trend Analysis
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 72%.
The Aroon Indicator for CG entered a downward trend on October 21, 2026. This could indicate a strong downward move is ahead for the stock. Traders may want to consider selling the stock or buying put options.
Fundamental Analysis (Ratings)
The Tickeron PE Growth Rating for this company is 4 (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 Seasonality Score of 50 (best 1 - 100 worst) indicates that the company is fair valued 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 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 Price Growth Rating for this company is 76 (best 1 - 100 worst), indicating slightly worse than average 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 Valuation Rating of 88 (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 (2.665) is normal, around the industry mean (2.404). P/E Ratio (38.812) is within average values for comparable stocks, (-3.413). Projected Growth (PEG Ratio) (0.646) is also within normal values, averaging (1.319). Dividend Yield (0.036) settles around the average of (0.272) among similar stocks. P/S Ratio (5.356) is also within normal values, averaging (15.798).
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 82, placing this stock worse than average.
BAM | CG | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 69 | 11 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 94 Overvalued | 88 Overvalued | |
PROFIT vs RISK RATING 1..100 | 100 | 100 | |
SMR RATING 1..100 | 29 | 59 | |
PRICE GROWTH RATING 1..100 | 57 | 76 | |
P/E GROWTH RATING 1..100 | 77 | 4 | |
SEASONALITY SCORE 1..100 | 38 | 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 (88) in the Investment Managers industry is in the same range as BAM (94) 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 (57) in the null industry is in the same range as CG (76) 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 (4) in the Investment Managers industry is significantly better than the same rating for BAM (77) 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 (%) | 1 day ago 76% | 1 day ago 83% |
| Stochastic ODDS (%) | 1 day ago 55% | 1 day ago 64% |
| Momentum ODDS (%) | 1 day ago 67% | 1 day ago 63% |
| MACD ODDS (%) | 1 day ago 62% | 1 day ago 80% |
| TrendWeek ODDS (%) | 1 day ago 64% | 1 day ago 70% |
| TrendMonth ODDS (%) | 1 day ago 57% | 1 day ago 73% |
| Advances ODDS (%) | 1 day ago 59% | 3 days ago 68% |
| Declines ODDS (%) | 4 days ago 66% | 9 days ago 72% |
| BollingerBands ODDS (%) | 1 day ago 54% | 1 day ago 71% |
| Aroon ODDS (%) | 1 day ago 62% | 1 day ago 73% |
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 4 TA indicator(s) are bullish while CG’s TA Score has 5 bullish TA indicator(s).
- BAM’s TA Score: 4 bullish, 4 bearish.
- CG’s TA Score: 5 bullish, 3 bearish.
Price Growth
BAM (@Investment Managers) experienced а +3.61% price change this week, while CG (@Investment Managers) price change was +4.19% for the same time period.
The average weekly price growth across all stocks in the @Investment Managers industry was -1.39%. For the same industry, the average monthly price growth was -5.37%, and the average quarterly price growth was -0.93%.
Reported Earning Dates
BAM is expected to report earnings on Nov 06, 2026.
CG is expected to report earnings on Nov 05, 2026.
Industries' Descriptions
@Investment Managers (-1.39% 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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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.