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Upturn AI Summary - About
TPG Inc(TPG)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for TPG
11/03/2026: TPG (2-star) is currently NOT-A-BUY. Pass it for now.
TPG Inc is a leading global alternative asset manager that provides exposure to private equity, credit, and real estate markets. The company benefits from deep sector expertise and a growing platform that now includes significant credit capabilities following the acquisition of Angelo Gordon. Its primary growth opportunity lies in scaling its credit platform and expanding access to high-net-worth individual investors. However, risks include sensitivity to macroeconomic conditions that affect exit valuations, intense competition from larger peers, and the volatility of performance-based fees. TPG is suitable for growth-oriented investors who understand the cyclical nature of alternative asset management and the firm's strategic focus on long-term capital appreciation.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Strong fit | TPG benefits from the secular growth of private markets and increasing allocations to alternative assets. |
| Momentum investor | Mixed fit | The stock can exhibit high sensitivity to market-wide volatility and interest rate trends. |
| Value investor | Mixed fit | Valuation depends on future realization cycles and fee growth, making it harder to value on traditional P/E metrics. |
| Dividend investor | Strong fit | TPG provides a dividend linked to distributable earnings, offering exposure to cash-generative asset management operations. |
| Low-risk investor | Weak fit | As an asset manager, TPG's stock price reflects volatility in financial markets and performance-based income risks. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Medium / high | The stock's valuation is sensitive to general market sentiment and shifts in interest rate expectations. |
| Valuation risk | Medium | Price-to-earnings ratios can fluctuate significantly based on the timing and scale of performance fee realizations. |
| Competition risk | High | Intense competition from larger managers like BX and APO puts pressure on management fee margins. |
| Business quality | Strong | TPG has a strong institutional reputation and high-quality recurring management fee revenue. |
| Dividend income | Medium | Dividends are variable, not fixed, and depend on the firm's realized performance and capital allocation decisions. |
| Execution risk | Medium | The successful integration of Angelo Gordon and future acquisitions is critical for sustained long-term growth. |
Price Behavior
Rolling Over
The price momentum is slowing down and beginning to turn downward.
Moderately Choppy
The stock has experienced noticeable price swings while retaining some directional structure.
Analysis of Past Performance
Type Stock | Historic Profit 32.46% | Avg. Invested days 45 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 11/03/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 18.82B USD | Price to earnings Ratio 69.83 | 1Y Target Price 59.24 |
Price to earnings Ratio 69.83 | 1Y Target Price 59.24 | ||
Volume (30-day avg) 2.8M shares | Beta 1.46 | 52 Weeks Range 36.07 - 67.83 | Updated Date 11/03/2026 |
52 Weeks Range 36.07 - 67.83 | Updated Date 11/03/2026 | ||
Dividends yield (FY) 0.71% | Basic EPS (TTM) 0.69 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Management Fees | Recurring fees based on AUM across all strategy platforms. | This is the 'bread and butter' steady income that pays for operations and dividends. |
| Performance Fees (Carried Interest) | Share of investment profits realized upon fund exits. | This is the variable 'bonus' income that drives higher upside during strong bull markets. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date 2026-10-29 | When Before Market | Estimate 0.63 | Actual 0.65 |
Profitability
Profit Margin 5.8% | Operating Margin (TTM) 15.63% |
Management Effectiveness
Return on Assets (TTM) 5.36% | Return on Equity (TTM) 19.19% |
Valuation
Trailing PE 69.83 | Forward PE 12.97 | Enterprise Value 12.46B | Price to Sales(TTM) 4.06 |
Enterprise Value 12.46B | Price to Sales(TTM) 4.06 | ||
Enterprise Value to Revenue 3.34 | Enterprise Value to EBITDA - | Shares Outstanding 160.11M | Shares Floating 140.53M |
Shares Outstanding 160.11M | Shares Floating 140.53M | ||
Percent Insiders 4.95 | Percent Institutions 89.39 |
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
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