` Comparison: 3VU vs BN - Alpha Spread

3VU
vs
BN

Over the past 12 months, 3VU has underperformed BN, delivering a return of -3% compared to the BN's +12% growth.

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3VU
BN
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Valuation Comparison

3VU Intrinsic Value
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BN Intrinsic Value
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Company Last Price Intrinsic Value DCF Value Relative Value Wall St Target
Carlyle Group Inc
F:3VU
48.455 EUR
Brookfield Corp
NYSE:BN
44.49 USD
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Valuation Scenario:
Bear Case
Base Case
Bull Case

Growth Comparison

Growth Over Time
3VU, BN

Revenue
www.alphaspread.com
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Company LTM Historical Growth Growth Streak % Positive Years Max Drawdown Volatility Forecasted Growth
3 Years 5 Years 10 Years 1 Year 3 Years
Carlyle Group Inc
Revenue
Brookfield Corp
Revenue

All metrics are calculated based on data from the last 10 years.

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Profitability Comparison

Free Cash Flow
3VU, BN

Free Cash Flow
www.alphaspread.com
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Company LTM Average Historical Growth FCF Margin Conversion
3 Years 5 Years 3 Years 5 Years 10 Years
Carlyle Group Inc
F:3VU
Brookfield Corp
NYSE:BN
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What is Free Cash Flow?

Gross Margin

3VU
71%
BN
37.8%
LTM 3Y Avg 5Y Avg 10Y Avg
Carlyle Group Inc
Brookfield Corp

Operating Margin

3VU
19.7%
BN
26.4%
LTM 3Y Avg 5Y Avg 10Y Avg
Carlyle Group Inc
Brookfield Corp

Net Margin

3VU
16.9%
BN
1.1%
LTM 3Y Avg 5Y Avg 10Y Avg
Carlyle Group Inc
Brookfield Corp

FCF Margin

3VU
-64.4%
BN
-15.1%
LTM 3Y Avg 5Y Avg 10Y Avg
Carlyle Group Inc
Brookfield Corp

ROE

3VU
11.8%
BN
1.8%
LTM 3Y Avg 5Y Avg 10Y Avg
Carlyle Group Inc
Brookfield Corp

ROA

3VU
2.7%
BN
0.2%
LTM 3Y Avg 5Y Avg 10Y Avg
Carlyle Group Inc
Brookfield Corp

ROIC

3VU
3%
BN
2.5%
LTM 3Y Avg 5Y Avg 10Y Avg
Carlyle Group Inc
Brookfield Corp

ROCE

3VU
4.2%
BN
4.6%
LTM 3Y Avg 5Y Avg 10Y Avg
Carlyle Group Inc
Brookfield Corp

Solvency Comparison

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Balance Sheet Comparison
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Stocks Performance

Stocks Performance
3VU, BN

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Performance Gap
3VU, BN

Performance Gap Between 3VU and BN
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Performance By Year
3VU, BN

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