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TPG Inc. (TPGXL) Stock Fundamental Analysis & AI Rating 2026

TPGXL Nasdaq Investment Advice DE CIK: 0001880661
Recently Updated • Analysis: Apr 17, 2026 • SEC Data: 2025-12-31
BUY
72% Conf
Pending
Analysis scheduled

📊 TPGXL Key Takeaways

Revenue: $4.7B
Net Margin: 4.0%
Free Cash Flow: $1.0B
Current Ratio: N/A
Debt/Equity: 0.42x
EPS: $0.45
AI Rating: BUY with 72% confidence
TPG Inc. (TPGXL) receives a BUY rating with 72% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $4.7B, net profit margin of 4.0%, and return on equity (ROE) of 4.5%, TPG Inc. demonstrates strong fundamentals in the Market sector. Below is our complete TPGXL stock analysis for 2026.

Is TPG Inc. (TPGXL) a Good Investment?

Claude

TPG demonstrates exceptional topline momentum with 92.7% revenue growth and strong free cash flow generation ($1.0B, 22.1% FCF margin), supported by a conservative balance sheet (0.42x Debt/Equity). However, thin net margins (4.0%) and weak ROE/ROA metrics (4.5%/1.4%) signal profitability challenges that warrant monitoring despite impressive growth metrics.

Why Buy TPG Inc. Stock? TPGXL Key Strengths

Claude
  • + Exceptional revenue growth of 92.7% YoY demonstrates strong business momentum and market demand
  • + Excellent free cash flow generation of $1.0B with 22.1% FCF margin—significantly outperforming net margin
  • + Conservative capital structure with 0.42x Debt/Equity ratio and strong 6.5x interest coverage provides financial flexibility
  • + Solid cash position of $826.1M relative to liabilities supports operational resilience

TPGXL Stock Risks: TPG Inc. Investment Risks

Claude
  • ! Profitability metrics are weak: 4.5% ROE and 1.4% ROA indicate poor capital efficiency despite growth
  • ! Net margin of 4.0% is thin; 92.7% revenue growth outpacing 49.1% net income growth signals potential margin compression
  • ! Asset management/investment advisory sector exposure creates sensitivity to market cycles and investor sentiment
  • ! 15 Form 4 insider filings in 90 days require monitoring for potential insider selling patterns

Key Metrics to Watch

Claude
  • * Operating margin trend—watch for sustained compression or recovery from current 14.3%
  • * ROE and ROA progression—need improvement from current lows to validate growth quality
  • * Free cash flow sustainability—critical metric given superior FCF generation vs. net income

TPG Inc. (TPGXL) Financial Metrics & Key Ratios

Revenue
$4.7B
Net Income
$184.6M
EPS (Diluted)
$0.45
Free Cash Flow
$1.0B
Total Assets
$13.5B
Cash Position
$826.1M

💡 AI Analyst Insight

The 22.1% free cash flow margin provides substantial flexibility for dividends, buybacks, and strategic investments. The current ratio below 1.0x warrants monitoring of short-term liquidity.

TPGXL Profit Margin, ROE & Profitability Analysis

Gross Margin N/A
Operating Margin 14.3%
Net Margin 4.0%
ROE 4.5%
ROA 1.4%
FCF Margin 22.1%

TPGXL vs Market Sector: How TPG Inc. Compares

How TPG Inc. compares to Market sector averages

Net Margin
TPGXL 4.0%
vs
Sector Avg 12.0%
TPGXL Sector
ROE
TPGXL 4.5%
vs
Sector Avg 15.0%
TPGXL Sector
Current Ratio
TPGXL 0.0x
vs
Sector Avg 1.8x
TPGXL Sector
Debt/Equity
TPGXL 0.4x
vs
Sector Avg 0.7x
TPGXL Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is TPG Inc. Stock Overvalued? TPGXL Valuation Analysis 2026

Based on fundamental analysis, TPG Inc. has mixed fundamental signals relative to the Market sector in 2026.

Return on Equity
4.5%
Sector avg: 15%
Net Profit Margin
4.0%
Sector avg: 12%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.42x
Sector avg: 0.7x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

TPG Inc. Balance Sheet: TPGXL Debt, Cash & Liquidity

Current Ratio
N/A
Quick Ratio
N/A
Debt/Equity
0.42x
Debt/Assets
69.3%
Interest Coverage
6.52x
Long-term Debt
$1.7B

TPGXL Revenue & Earnings Growth: 5-Year Financial Trend

TPGXL 5-year financial data: Year 2022: Revenue $1.2B, Net Income $0, EPS $-0.19. Year 2023: Revenue $1.5B, Net Income $0, EPS $0.00. Year 2024: Revenue $2.1B, Net Income $92.4M, EPS $-0.19. Year 2025: Revenue $2.4B, Net Income $80.1M, EPS $-0.04.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: TPG Inc.'s revenue has grown significantly by 94% over the 5-year period, indicating strong business expansion. The most recent EPS of $-0.04 indicates the company is currently unprofitable.

TPGXL Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
22.1%
Free cash flow / Revenue

TPGXL Quarterly Earnings & Performance

Quarterly financial performance data for TPG Inc. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2025 $524.7M $9.0M $-0.08
Q2 2025 $522.8M $1.5M $-0.05
Q1 2025 $512.3M $15.5M $0.00
Q3 2024 $366.1M $9.0M $-0.08
Q2 2024 $327.1M $1.5M $0.01
Q1 2024 $311.5M $15.5M $-0.01
Q3 2023 $333.5M $14.7M $-0.08
Q2 2023 $290.0M -$9.9M $0.01

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

TPG Inc. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$1.0B
Cash generated from operations
Dividends
None
No dividend program

TPGXL SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for TPG Inc. (CIK: 0001880661)

📋 Recent SEC Filings

Date Form Document Action
Apr 16, 2026 4 xslF345X06/ownership.xml View →
Apr 16, 2026 4 xslF345X06/ownership.xml View →
Apr 9, 2026 8-K tpg-20260408.htm View →
Apr 3, 2026 4 xslF345X06/ownership.xml View →
Feb 26, 2026 8-K d95423d8k.htm View →

Frequently Asked Questions about TPGXL

What is the AI rating for TPGXL?

TPG Inc. (TPGXL) has an AI rating of BUY with 72% confidence, based on fundamental analysis of SEC EDGAR filings.

What are TPGXL's key strengths?

Claude: Exceptional revenue growth of 92.7% YoY demonstrates strong business momentum and market demand. Excellent free cash flow generation of $1.0B with 22.1% FCF margin—significantly outperforming net margin.

What are the risks of investing in TPGXL?

Claude: Profitability metrics are weak: 4.5% ROE and 1.4% ROA indicate poor capital efficiency despite growth. Net margin of 4.0% is thin; 92.7% revenue growth outpacing 49.1% net income growth signals potential margin compression.

What is TPGXL's revenue and growth?

TPG Inc. reported revenue of $4.7B.

Does TPGXL pay dividends?

TPG Inc. does not currently pay dividends.

Where can I find TPGXL SEC filings?

Official SEC filings for TPG Inc. (CIK: 0001880661) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is TPGXL's EPS?

TPG Inc. has a diluted EPS of $0.45.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is TPGXL a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, TPG Inc. has a BUY rating with 72% confidence. The AI analysis suggests favorable fundamentals based on SEC filings. This is not investment advice.

Is TPGXL stock overvalued or undervalued?

Valuation metrics for TPGXL: ROE of 4.5% (sector avg: 15%), net margin of 4.0% (sector avg: 12%). Compare these metrics with sector averages to assess valuation.

Should I buy TPGXL stock in 2026?

Our dual AI analysis gives TPG Inc. a combined BUY rating for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is TPGXL's free cash flow?

TPG Inc.'s operating cash flow is $1.0B, with capital expenditures of N/A. FCF margin is 22.1%.

How does TPGXL compare to other Market stocks?

Vs Default sector averages: Net margin 4.0% (avg: 12%), ROE 4.5% (avg: 15%), current ratio N/A (avg: 1.8).

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Apr 17, 2026 | Data as of: 2025-12-31 | Powered by Claude AI