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BAM or BN or CG
Which Stock Would AI Choose? Brookfield Asset Management Ltd. (BAM) vs. Brookfield Corporation (BN) vs. The Carlyle Group Inc. (CG) Stock Comparison
Key Takeaways
- BAM reported strong Q1 2026 results with fee-bearing capital at $614 billion (up 12% YoY) and fee-related earnings up 11% to $772 million, driving recent share gains of about 10% over the past month.
- BN maintains steady performance near its 52-week high, supported by over $900 billion in AUM and strategic partnerships, with YTD returns around 2% amid broader alternative asset demand.
- CG shows momentum with $475 billion AUM (up 5% YoY) but faced Q1 volatility from performance allocation losses, trading with a 2.73% dividend yield and analyst targets above current levels.
- All three firms benefit from alternative asset growth, but BAM's pure fee-based model offers stability versus BN's asset ownership exposure and CG's private equity focus.
- Recent market activity highlights fundraising strength across the board, with BAM raising $21 billion in Q1 alone, influencing positive relative performance in asset management stocks.
- Valuations vary: CG at a lower P/E of ~23x, BAM at 32x, and BN higher due to its conglomerate structure.
Introduction
Brookfield Asset Management Ltd. (BAM), Brookfield Corporation (BN), and The Carlyle Group Inc. (CG) are prominent players in the alternative asset management space, managing trillions in assets across private equity, real estate, infrastructure, and credit. This comparison evaluates their business models, recent performance, and market positioning amid rising demand for non-traditional investments. Traders seeking momentum in fee-related earnings growth and investors focused on long-term AUM expansion will find insights into relative strengths, such as fundraising momentum and valuation trade-offs, in the current environment of interest rate sensitivity and sector rotation.
BAM Overview and Recent Performance
Brookfield Asset Management Ltd. (BAM) is a leading alternative asset manager with over $1 trillion in total assets under management (AUM), focusing on renewable power, infrastructure, private equity, real estate, and credit. As a pure-play asset manager, it generates stable fee-related earnings from a 90% institutional client base. In recent market activity, BAM shares have risen approximately 10% over the past month, trading around $49.76 after strong Q1 2026 results. Fee-bearing capital reached $614 billion, up 12% year-over-year, fueled by $21 billion in quarterly fundraising and $108 billion over the last 12 months. Fee-related earnings grew 11% to $772 million, with distributable earnings at $702 million. Sentiment has improved on record capital inflows and expectations for 2026 as the largest fundraising year, though elevated P/E ratios around 32x reflect growth premium amid real estate market recovery.
BN Overview and Recent Performance
Brookfield Corporation (BN) operates as a global alternative asset manager and holding company with extensive exposure to real estate, infrastructure, renewable power, private equity, and venture capital, overseeing over $900 billion in AUM. Its model combines asset management fees with direct ownership stakes for higher return potential. Recent weeks have seen BN shares hold steady near $47.08 and 52-week highs around $49.57, with YTD gains of about 2% outperforming some peers. Performance reflects resilient cash flows from operating businesses and strategic moves like Air Lease discussions and Abu Dhabi partnerships. Upcoming Q1 results on May 14 are anticipated positively, supporting analyst buy ratings and $53.60 targets. High trailing P/E near 95x signals scrutiny on valuations, but deployable capital and wealth solutions growth bolster sentiment in a multi-asset environment.
CG Overview and Recent Performance
The Carlyle Group Inc. (CG) is an investment firm specializing in private equity, real assets, credit, and investment solutions, with $475 billion in AUM as of Q1 2026, up 5% year-over-year. Its strategy emphasizes leveraged buyouts, growth capital, and structured credit for institutional and high-net-worth clients. In recent market activity, CG shares have shown momentum around $50.63, with YTD returns around 14% despite Q1 net loss from $681 million performance allocation swing. Fundraising remains robust via Carlyle AlpInvest, with record U.S. buyout realizations offsetting redemption pressures in private credit. A moderate P/E of 23x, EPS of $2.18, and 2.73% dividend yield support overweight ratings and $63 targets. Sentiment balances operational strength against earnings volatility tied to realizations.
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Head-to-Head Comparison
BAM, BN, and CG operate in alternative assets but diverge in models: BAM's asset-light fee focus yields stable growth (12% fee-bearing capital rise), contrasting BN's ownership-driven upside from real assets and CG's buyout emphasis with realization volatility. Growth drivers include fundraising—BAM at $67 billion YTD, CG via AlpInvest—and infrastructure/AI demand. Recent momentum favors CG (14% YTD) over BN (2%) and BAM (-4% YTD, but +10% monthly). Risks: interest rates hit real estate for Brookfields; CG faces carry mark-downs. Sector exposure skews infrastructure/renewables for Brookfields, credit/PE for CG. Valuations: CG cheapest at 23x P/E, BAM 32x for stability, BN elevated at 95x. Sentiment tilts positive on inflows but cautious on macro sensitivity.
Tickeron AI Verdict
Tickeron’s AI currently favors BAM due to consistent trend strength in fee-related earnings growth, record fundraising momentum, and relative stability in recent market positioning versus peers' higher volatility. Probabilistic edge stems from 12% AUM expansion and outperformance in monthly returns amid sector tailwinds, positioning it well for sustained alternative asset demand.
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 Disclaimers and Limitations.
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 2 FA rating(s) are green whileBN’s FA Score has 0 green FA rating(s), and CG’s FA Score reflects 1 green FA rating(s).
- BAM’s FA Score: 2 green, 3 red.
- BN’s FA Score: 0 green, 5 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 BN’s TA Score has 3 bullish TA indicator(s), and CG’s TA Score reflects 5 bullish TA indicator(s).
- BAM’s TA Score: 4 bullish, 5 bearish.
- BN’s TA Score: 3 bullish, 6 bearish.
- CG’s TA Score: 5 bullish, 4 bearish.
Price Growth
BAM (@Investment Managers) experienced а -3.33% price change this week, while BN (@Investment Managers) price change was -3.79% , and CG (@Investment Managers) price fluctuated -8.36% for the same time period.
The average weekly price growth across all stocks in the @Investment Managers industry was -3.66%. For the same industry, the average monthly price growth was -4.39%, and the average quarterly price growth was -10.15%.
Reported Earning Dates
BN is expected to report earnings on Aug 06, 2026.
CG is expected to report earnings on Jul 23, 2026.
Industries' Descriptions
@Investment Managers (-3.66% 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 | BN | CG | |
| Capitalization | 75.1B | 108B | 15.4B |
| EBITDA | 3.46B | 33.1B | N/A |
| Gain YTD | -8.492 | -3.929 | -26.392 |
| P/E Ratio | 30.31 | 86.53 | 30.53 |
| Revenue | 4.77B | 75.7B | 2.9B |
| Total Cash | 1.1B | N/A | N/A |
| Total Debt | 3.83B | 264B | 14.6B |
BAM | BN | CG | ||
|---|---|---|---|---|
OUTLOOK RATING 1..100 | 8 | 66 | 15 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 15 Undervalued | 87 Overvalued | 64 Fair valued | |
PROFIT vs RISK RATING 1..100 | 96 | 34 | 84 | |
SMR RATING 1..100 | 32 | 89 | 70 | |
PRICE GROWTH RATING 1..100 | 57 | 52 | 70 | |
P/E GROWTH RATING 1..100 | 74 | 95 | 11 | |
SEASONALITY SCORE 1..100 | 50 | 85 | 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.
BAM's Valuation (15) in the null industry is somewhat better than the same rating for CG (64) in the Investment Managers industry, and is significantly better than the same rating for BN (87) in the Investment Managers industry. This means that BAM's stock grew somewhat faster than CG’s and significantly faster than BN’s over the last 12 months.
BN's Profit vs Risk Rating (34) in the Investment Managers industry is somewhat better than the same rating for CG (84) in the Investment Managers industry, and is somewhat better than the same rating for BAM (96) in the null industry. This means that BN's stock grew somewhat faster than CG’s and somewhat faster than 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 (70) in the Investment Managers industry, and is somewhat better than the same rating for BN (89) in the Investment Managers industry. This means that BAM's stock grew somewhat faster than CG’s and somewhat faster than BN’s over the last 12 months.
BN's Price Growth Rating (52) in the Investment Managers industry is in the same range as BAM (57) in the null industry, and is in the same range as CG (70) in the Investment Managers industry. This means that BN's stock grew similarly to BAM’s and similarly to CG’s over the last 12 months.
CG's P/E Growth Rating (11) in the Investment Managers industry is somewhat better than the same rating for BAM (74) in the null industry, and is significantly better than the same rating for BN (95) in the Investment Managers industry. This means that CG's stock grew somewhat faster than BAM’s and significantly faster than BN’s over the last 12 months.
| BAM | BN | CG | |
|---|---|---|---|
| RSI ODDS (%) | N/A | N/A | 2 days ago 78% |
| Stochastic ODDS (%) | 2 days ago 65% | 2 days ago 63% | 2 days ago 66% |
| Momentum ODDS (%) | 2 days ago 72% | 2 days ago 56% | 2 days ago 76% |
| MACD ODDS (%) | 2 days ago 78% | 2 days ago 57% | 2 days ago 72% |
| TrendWeek ODDS (%) | 2 days ago 67% | 2 days ago 63% | 2 days ago 72% |
| TrendMonth ODDS (%) | 2 days ago 59% | 2 days ago 56% | 2 days ago 71% |
| Advances ODDS (%) | 9 days ago 60% | 10 days ago 68% | 9 days ago 69% |
| Declines ODDS (%) | 2 days ago 67% | 2 days ago 66% | 2 days ago 70% |
| BollingerBands ODDS (%) | 2 days ago 82% | N/A | 2 days ago 68% |
| Aroon ODDS (%) | 2 days ago 56% | 2 days ago 57% | 2 days ago 73% |
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