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TPG Inc. TPG

TPG Inc. scores excellent on business quality (8.4 of 10). Here is why, in plain words, and what our sealed record shows.

Last price$45.26Oct 9, 2026
Business qualityExcellent
Next earningsOct 29, 2026, before the open
Insiders, 90 daysQuiet

Why it matters

  1. What TPG Inc. does

    TPG manages private equity, credit, and real estate assets, earning management fees and carried interest from institutional investors. The firm is expanding its footprint by entering high-profile deals, such as joining the race for a Monzo stake.

  2. What it does best

    TPG scales fee-related earnings rapidly, driving a 34.5% revenue growth that outpaces peers like TROW at 3.1%. This expansion stems from deep institutional relationships and specialized alternative asset strategies that lock in long-duration capital.

  3. The main risk

    Valuation risks loom as the stock trades at $44.67 against an intrinsic value of $18.18, leaving no margin for error if alternative asset fundraising slows.

Quality, check by check

Scored against its own industry, from company filings.

ProfitabilityFair

Operating margins rest at 15.4% alongside an FCF margin of 44% from $918M in free cash flow, showing strong cash conversion relative to revenue.

MoatStrong

The moat relies on brand equity and complex fund lock-ups, reflected in a top-decile return on equity of 20.1% that deters quick replication by new rivals.

GrowthFast

Revenue surged 34.5% over the latest period, continuing a multi-year acceleration visible in historical revenue growth from $2.4B in 2023 to $5.0B.

Financial healthStrong

Debt-to-equity sits at 1.5 with interest coverage at 5.9x, supported by $918M in free cash flow, pointing to a stable capital structure.

Insiders

Executives and directors, from SEC Form 4 filings we read ourselves. Open market trades only; grants, option exercises and pre-planned sales left out.

No open market buys or unplanned sales by executives or directors.

Our sealed record on TPG

Verdicts appear here 30 days after we publish them; members see today's. Each one is in the nightly ledger, fingerprinted the night it was made.

The first sealed verdicts appear here on Oct 11, 2026.

Questions

Is TPG a good business?

TPG Inc. scores excellent on the Cluenex quality check (8.4 of 10), measured against its own industry. Profitability is fair, moat strong, growth fast and financial health strong.

Are insiders buying TPG?

In the last 90 days of SEC Form 4 filings: No open market buys or unplanned sales by executives or directors.

When does TPG report earnings?

Oct 29, 2026, before the open.

For members

See TPG today

  • Today's verdict on TPG, and why
  • Fair value with cautious, base and optimistic cases
  • The exact price that would change the verdict
  • Which stocks each signal names, the night it fires
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Cite this page: Cluenex, “TPG Inc. (TPG)”, https://cluenex.com/stocks/tpg/, data as of Oct 10, 2026.