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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
10/06/2026: TPG (1-star) is currently NOT-A-BUY. Pass it for now.
TPG Inc is a major global alternative asset management firm known for its strong roots in private equity and its pioneering leadership in impact investing. The company has successfully evolved into a diversified platform, bolstered by its strategic acquisition of Angelo Gordon, which enhanced its credit and real estate capabilities. While the firm enjoys a leading market position and significant brand equity, its results remain tied to macroeconomic cycles that influence investment exits and fee realizations. Investors should monitor the company's ability to scale its retail wealth channels and integrate large assets, as these are critical to future growth. TPG is best suited for growth-oriented investors looking for exposure to private markets.
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 offers exposure to the secular growth of private markets and alternative assets. |
| Momentum investor | Mixed fit | Fit is conditional on the stock demonstrating relative strength during market upturns in financial services. |
| Value investor | Mixed fit | Valuation fluctuates based on the cyclical nature of performance fee realization. |
| Dividend investor | Mixed fit | Dividends are variable based on distributable earnings rather than fixed payments. |
| Low-risk investor | Weak fit | The company's earnings are susceptible to market volatility and cyclical investment cycles. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Medium / high | Financial services stocks often experience sharp moves tied to market cycles. |
| Valuation risk | Medium | Performance fee expectations can lead to valuation premiums or discounts. |
| Competition risk (Alternative Asset Management) | High | Aggressive competition from larger peers for assets and talent can pressure margins. |
| Business quality | Strong | TPG maintains a strong reputation and deep institutional relationships. |
| Dividend income | Medium | Payouts vary significantly depending on the firm's exit activity. |
| Execution risk | Medium | Successful integration of large acquisitions is critical for long-term growth. |
Price Behavior
Downtrend
The stock has experienced a sustained decline in price over recent periods.
Moderately Choppy
The stock has experienced noticeable price swings while retaining some directional structure.
Analysis of Past Performance
Type Stock | Historic Profit 28.23% | 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 10/06/2026 |
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 17.38B USD | Price to earnings Ratio 66.42 | 1Y Target Price 58.53 |
Price to earnings Ratio 66.42 | 1Y Target Price 58.53 | ||
Volume (30-day avg) 2.6M shares | Beta 1.47 | 52 Weeks Range 36.07 - 67.83 | Updated Date 10/06/2026 |
52 Weeks Range 36.07 - 67.83 | Updated Date 10/06/2026 | ||
Dividends yield (FY) 5.01% | Basic EPS (TTM) 0.67 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Management Fees | Recurring fees based on a percentage of assets under management (AUM). | Provides stable, predictable revenue regardless of short-term market performance. |
| Performance Allocations | Carried interest or success-based fees from investment profits. | This is a higher-upside, but volatile, component of total earnings. |
| Geography (Global) | Operations across North America, Europe, and Asia-Pacific. | Global diversification helps capture growth in different economic regions. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Valuation
Trailing PE 66.42 | Forward PE 12.67 | Enterprise Value 12.05B | Price to Sales(TTM) 3.74 |
Enterprise Value 12.05B | Price to Sales(TTM) 3.74 | ||
Enterprise Value to Revenue 3.1 | Enterprise Value to EBITDA - | Shares Outstanding 160.11M | Shares Floating 132.08M |
Shares Outstanding 160.11M | Shares Floating 132.08M | ||
Percent Insiders 5.38 | Percent Institutions 97.15 |
Upturn AI Summary
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
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.
About TPG Inc
Exchange NASDAQ | Headquarters Fort Worth, TX, United States | ||
IPO Launch date 2022-01-13 | CEO & Director Mr. Jon Winkelried | ||
Sector Financial Services | Industry Asset Management | Full time employees 1900 | Website https://www.tpg.com |
Full time employees 1900 | Website https://www.tpg.com | ||
TPG Inc. operates as an alternative asset manager in the United States and internationally. The company provides investment management services to TPG Funds, limited partners, separately managed accounts and clients, and other vehicles; advisory, debt and equity arrangement, and underwriting and placement services; and capital structuring and other advice services. In addition, it invests in private equity funds, real estate funds, hedge funds, and credit funds. TPG Inc. was founded in 1992 and is based in Fort Worth, Texas.
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