TPG Résultats passés
Passé contrôle des critères 4/6
Les bénéfices de TPG ont diminué à un taux annuel moyen de -71%, tandis que le secteur Capital Markets a vu ses bénéfices augmenter de en à 6.1% par an. Les revenus ont augmenté de en à un taux moyen de 33% par an. Le rendement des capitaux propres de TPG est 10.4% et ses marges nettes sont de 2.4%.
Informations clés
-71.04%
Taux de croissance des bénéfices
-106.00%
Taux de croissance du BPA
| Capital Markets Croissance de l'industrie | 10.26% |
| Taux de croissance des recettes | 32.95% |
| Rendement des fonds propres | 10.43% |
| Marge nette | 2.42% |
| Dernière mise à jour des bénéfices | 31 Mar 2026 |
Mises à jour récentes des performances passées
Recent updates
Mise à jour du récit • Mar 30
TPG: Capital Markets Recovery And AI Partnerships Will Support Earnings Expansion
Analysts have lowered their average price target on TPG by $12 to reflect reduced earnings assumptions across alternative asset managers and business development company related activities, while still highlighting the firm's private equity track record and earnings profile as key supports for the updated view. Analyst Commentary Recent research on TPG reflects a mix of reduced price targets and ongoing confidence in the business model, with several bullish analysts still highlighting earnings potential and the company’s position within alternative asset management.Mise à jour du récit • Mar 16
TPG: Capital Markets Recovery And Hologic Deal Pipeline Will Drive Earnings Expansion
TPG's analyst fair value estimate has been trimmed from $82 to $80 as analysts factor in assumptions of lower revenue growth and higher future P/E multiples, a trend reflected in a series of reduced price targets across the alternative asset manager group. Analyst Commentary Recent Street research on TPG shows a mix of trimmed targets and supportive ratings, with several bullish analysts still seeing room for execution on growth initiatives and potential upside relative to where the stock trades today.
Mise à jour du récit • Mar 02
TPG: Healthcare Deals And AI Selloff Set Up Bullish Repricing Potential
Analysts have trimmed their average price target on TPG from about $62 to roughly $49. The revision reflects updated assumptions for softer revenue growth, slightly lower profit margins and revised earnings expectations across the alternative asset manager group, even as several firms maintain positive ratings on the stock.
Mise à jour du récit • Feb 16
TPG: Future Deal Pipeline And M&A Integration Will Drive Performance
The updated analyst price target for TPG moves from $66 to about $68.87, reflecting that analysts are balancing recent target cuts and upgrades with assumptions for a modestly higher fair value, a slightly lower discount rate, and a higher future P/E, even as they factor in softer revenue growth and a small profit margin compression. Analyst Commentary Recent research on TPG reflects a mix of enthusiasm and caution, with several firms adjusting price targets in both directions over a relatively short period.Article d’analyse • Feb 16
Little Excitement Around TPG Inc.'s (NASDAQ:TPG) Revenues As Shares Take 26% Pounding
TPG Inc. ( NASDAQ:TPG ) shareholders won't be pleased to see that the share price has had a very rough month, dropping...Mise à jour du récit • Feb 02
TPG: Deal Activity And Healthcare Exposure Will Shape Balanced Risk Reward
Narrative Update on TPG The analyst fair value estimate for TPG has been raised from US$55 to US$62, as analysts factor in updated assumptions on discount rate, profit margin and future P/E multiples, alongside a series of recent price target increases and broadly supportive research commentary on the stock. Analyst Commentary Street research on TPG over recent months has leaned supportive, with several firms lifting price targets and maintaining positive ratings.Mise à jour du récit • Jan 19
TPG: Credit Concerns And Healthcare Deal Risk Will Cap Future Upside
Narrative Update: TPG Analysts have lifted their average price targets on TPG by a few dollars into the US$80 range, citing updated assumptions for slightly better revenue trends, a modestly stronger profit margin, a lower future P/E multiple, supportive views on alternative asset managers, and the pending Hologic acquisition. Analyst Commentary Recent Street research around TPG has been active, with several firms adjusting price targets and updating views in light of broader Capital Markets expectations and the pending Hologic acquisition.Seeking Alpha • Jan 14
TPG: Jackson Financial Deal A Positive But Valuation Now Less Compelling (Ratings Downgrade)
Summary TPG Inc. (TPG) is downgraded to Buy from Strong Buy after a 42% total return since May 2025, due in part to reduced relative valuation appeal. The strategic partnership with Jackson Financial adds a minimum of $12B AUM, preserves TPG's capital light business model, and will significantly strengthen TPG's insurance asset management business. TPG shares continue to trade at an attractive valuation relative to the broader market. Private credit fundraising has potential to slow down in the near-term as investors take a wait and see approach following recent headlines. Read the full article on Seeking AlphaMise à jour du récit • Jan 05
TPG Credit Market Headwinds Will Limit Upside Despite Large Buyout Activity
Analysts have nudged their fair value estimate for TPG higher from $46 to $55, reflecting increased confidence in the company`s ability to convert stronger projected profit margins and a more attractive future P E multiple into shareholder returns, despite modestly higher discount rate assumptions and lingering credit market concerns. Analyst Commentary Recent Street research on TPG presents a mixed picture, with headline price targets remaining comfortably above the current fair value estimate yet showing pockets of caution around execution and market conditions.Mise à jour du récit • Dec 16
TPG Robust Fundraising And Hologic Deal Pipeline Will Drive Earnings Expansion
Our fair value estimate for TPG has increased to $82.00 from $67.89, as analysts highlight robust fundraising, improving investing activity, and a more compelling earnings and margin outlook, even though some firms have slightly tempered their price targets. Analyst Commentary Bullish analysts remain constructive on TPG, citing a combination of robust fundraising trends, improving deployment, and an increasingly supportive earnings profile.Mise à jour du récit • Dec 02
TPG: Ongoing Deal Activity And Fundraising Will Drive Strong Performance Ahead
Analysts have modestly increased their fair value estimate for TPG to $66.00, supported by expectations of robust fundraising, improved profit margins, and positive momentum within alternative asset managers. Analyst Commentary Recent Street research reflects a mix of optimism and caution regarding TPG's valuation, execution, and growth prospects.Mise à jour du récit • Nov 17
TPG: Fundraising Momentum And Deal Activity Will Support Outperformance Ahead
Analysts have slightly reduced their price target for TPG, now forecasting a modest decrease. They cite ongoing market challenges but continue to express optimism around fundraising and operational improvements.Mise à jour du récit • Nov 03
TPG: Strong Fundraising And Major Acquisition Will Drive Future Outperformance
Analysts have raised their price targets for TPG, with recent updates moving estimates from $58 to as high as $69 per share. Strong fundraising activity and improving capital market conditions support a positive outlook for the firm.Mise à jour du récit • Oct 20
Institutional Capital Flows Will Unlock Enduring Alternative Market Value
The analyst price target for TPG has been raised by $4 to $69. Analysts cite robust fundraising, improving investment activity, and ongoing strength in product expansion and execution as key drivers behind the updated outlook.Mise à jour du récit • Oct 05
Institutional Capital Flows Will Unlock Enduring Alternative Market Value
Analysts have raised their price target for TPG from $65 to $69, citing robust fundraising, improved investing activity, and strong fundamentals that are driving earnings potential this quarter. Analyst Commentary Bullish Takeaways Analysts have noted robust fundraising and improving investing activity, with TPG seen as poised for one of the strongest quarters among its asset manager peers.Mise à jour du récit • Aug 27
Institutional Capital Flows Will Unlock Enduring Alternative Market Value
Analysts have raised TPG’s price target slightly to $64.82, citing strong structural growth opportunities, an attractive setup in alternative asset management, and compelling valuation relative to its high-teens fee-related earnings growth outlook through 2027. Analyst Commentary Bullish analysts highlight long-term structural growth opportunities for TPG in private wealth, credit, insurance, and capital markets.Article d’analyse • Aug 09
TPG's (NASDAQ:TPG) Dividend Will Be Increased To $0.59
TPG Inc. ( NASDAQ:TPG ) has announced that it will be increasing its periodic dividend on the 2nd of September to...Mise à jour du récit • Aug 08
Institutional Capital Flows Will Unlock Enduring Alternative Market Value
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.Seeking Alpha • Mar 03
TPG: Now Diversified, With Upside
Summary TPG Inc. has evolved into a more diversified alternative asset manager with $246B AUM and the goal of doubling that to $500B. TPG has expanded in private credit and real assets and is seeing a rising stream of fee-based earnings. TPG offers a higher dividend yield and more favorable valuation multiples than peers like Ares and Blue Owl, making it an attractive option for income and long-term growth. With a current stock price of ~$52 and bullish price targets in the $65–$70 range, I rate TPG a Buy for long-term investors. Read the full article on Seeking AlphaSeeking Alpha • Nov 05
Capture Growth In Alternative Investments With TPG Stock
Summary TPG's outstanding management and successful IPO have driven strong performance, outpacing the S&P500 and supporting further acquisitions with a robust balance sheet. The acquisition of Angelo Gordon has proven accretive, boosting TPG's assets under management to $239 billion. Despite risks from economic shocks and competition, TPG's growth in AUM positions it for continued outperformance and capital appreciation. I rate TPG as a Strong Buy for capital appreciation, with a secondary focus on income. Read the full article on Seeking AlphaVentilation des recettes et des dépenses
Ventilation des recettes et des dépenses
Comment TPG gagne et dépense de l'argent. Sur la base des derniers bénéfices déclarés, sur une base LTM.
Historique des gains et des recettes
| Date | Recettes | Les revenus | Dépenses G+A | Dépenses de R&D |
|---|---|---|---|---|
| 31 Mar 26 | 3,732 | 90 | 3,519 | 0 |
| 31 Dec 25 | 4,270 | 124 | 3,838 | 0 |
| 30 Sep 25 | 3,875 | 62 | 3,722 | 0 |
| 30 Jun 25 | 3,536 | 16 | 3,577 | 0 |
| 31 Mar 25 | 3,370 | 10 | 3,466 | 0 |
| 31 Dec 24 | 3,167 | 0 | 3,355 | 0 |
| 30 Sep 24 | 3,075 | -3 | 3,203 | 0 |
| 30 Jun 24 | 2,399 | 10 | 2,630 | 0 |
| 31 Mar 24 | 2,283 | 64 | 2,455 | 0 |
| 31 Dec 23 | 2,118 | 71 | 2,278 | 0 |
| 30 Sep 23 | 1,599 | 103 | 1,806 | 0 |
| 30 Jun 23 | 1,992 | 121 | 2,070 | 0 |
| 31 Mar 23 | 1,289 | 79 | 1,563 | 0 |
| 31 Dec 22 | 1,772 | 87 | 1,887 | 0 |
| 30 Sep 22 | 2,412 | 2,246 | 1,756 | 0 |
| 30 Jun 22 | 2,391 | 2,211 | 1,456 | 0 |
| 31 Mar 22 | 4,697 | 2,222 | 1,605 | 0 |
| 31 Dec 21 | 4,805 | 0 | 858 | 0 |
| 30 Sep 21 | 5,292 | 412 | 757 | 0 |
| 31 Dec 20 | 1,965 | 732 | 783 | 0 |
| 31 Dec 19 | 1,805 | 471 | 933 | 0 |
| 31 Dec 18 | 1,263 | 237 | 819 | 0 |
Des revenus de qualité: TPG a des bénéfices de haute qualité.
Augmentation de la marge bénéficiaire: Les marges bénéficiaires nettes actuelles de TPG sont plus élevées que l'année dernière TPG. (2.4%) sont plus élevées que l'année dernière (0.3%).
Analyse des flux de trésorerie disponibles par rapport aux bénéfices
Analyse de la croissance passée des bénéfices
Tendance des revenus: Les bénéfices de TPG ont diminué de 71% par an au cours des 5 dernières années.
Accélération de la croissance: La croissance des bénéfices de TPG au cours de l'année écoulée ( 844.6% ) dépasse sa moyenne sur 5 ans ( -71% par an).
Bénéfices par rapport au secteur d'activité: La croissance des bénéfices TPG au cours de l'année écoulée ( 844.6% ) a dépassé celle du secteur Capital Markets 37.2%.
Rendement des fonds propres
ROE élevé: Le retour sur capitaux propres de TPG ( 10.4% ) est considéré comme faible.
Rendement des actifs
Rendement des capitaux employés
Découvrir des entreprises performantes dans le passé
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/05/20 04:31 |
| Cours de l'action en fin de journée | 2026/05/20 00:00 |
| Les revenus | 2026/03/31 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
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| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
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* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
TPG Inc. est couverte par 22 analystes. 7 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Benjamin Budish | Barclays |
| Brennan Hawken | BMO Capital Markets Equity Research |
| Arnaud Maurice Giblat | BNP Paribas |