Institutional Capital Flows Will Unlock Enduring Alternative Market Value

Published
21 Aug 24
Updated
08 Aug 25
AnalystConsensusTarget's Fair Value
US$64.08
4.1% undervalued intrinsic discount
08 Aug
US$61.46
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1Y
35.0%
7D
7.6%

Author's Valuation

US$64.1

4.1% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on08 Aug 25
Fair value Increased 10%

Analysts have raised their price targets for TPG to $64.08, citing strong structural growth opportunities, robust sector momentum, and expectations for high-teens fee-related earnings growth through 2027, with valuation still seen as compelling. Analyst Commentary Bullish analysts highlight long-term structural growth opportunities for TPG across private wealth, credit, insurance, and capital markets.

Shared on15 Jul 25
Fair value Decreased 60%

Despite TPG's favorable structural positioning, anticipated long-term earnings growth, and attractive valuation relative to peers, the consensus analyst price target has been sharply revised down from $147.43 to $56.23. Analyst Commentary Bullish analysts highlight TPG's exposure to long-term structural growth opportunities in private wealth, credit, insurance, and capital markets.

Shared on07 May 25
Fair value Increased 1.19%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on30 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on23 Apr 25
Fair value Decreased 15%

AnalystConsensusTarget has increased shares outstanding growth rate from 0.1% to 0.1%.

Shared on16 Apr 25
Fair value Decreased 16%

AnalystConsensusTarget has decreased future PE multiple from 88.3x to 76.6x.

Shared on09 Apr 25
Fair value Decreased 6.85%

AnalystConsensusTarget has decreased revenue growth from -6.8% to -7.6%.

Shared on02 Apr 25
Fair value Decreased 3.31%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25
Fair value Decreased 1.22%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25
Fair value Increased 324%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on10 Mar 25
Fair value Increased 1.00%