TPG Inc. (TPG) on Decifer

Decifer ranks TPG number 83 of 265 tracked names on durable business quality.

Why it ranks here

• Its returns on invested money are modest, around 8% and it turns most of its profit into real cash.
• Revenue is growing about 78% a year, profits grew 478% over the past year, and growth is speeding up, not slowing down.
• It keeps a high share of every sale as profit, and that has stayed steady over the years, a sign of real pricing power.
• It is riding an active market tailwind and has the balance sheet to fund its growth.
• It keeps issuing a lot of new shares, which dilutes its owners and it returns cash to shareholders.
• Revenue growing 78% a year is strong but modest 8% returns, dilutive share issuance, and momentum of 4 out of 35 with no funded role cap the growth case.

The current read

The evidence on TPG lines up on the supportive side: a live market force supports this name through its theme connection. The independent signals we track are telling the same story.

Themes

• Alternative Asset Management Boom: Persistent institutional allocation shifts toward private equity, credit and other alternatives are expanding fee-earning AUM in alternatives far faster than traditional public-market assets.

Read the full TPG research brief · See all quality rankings

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