TPGXL — Stock Film
STOCK FILMSCENE 1/11TPGXL · $22.79
Stock Expert AI presents
TPGXL
TPG Operating Group II, L.P. 6.950% Fixed-Rate Junior Subordinated Notes due 2064
~4 min film100% real numbers0 jargon
WHAT DOES THIS COMPANY DO?
TPG Operating Group II, L.P. 6.950% Fixed-Rate Junior Subordinated Notes due 2064. A quick introduction.

On the stock market since 2024, it operates in the world of money and finance. It has 1,900 employees. Now — the numbers.

on the stock market since 2024
1,900 employees
$16B market value
Revenue last year:
$0
The net profit left over:
$0
Out of every $100 in sales, $4 stays as net profit.
THE SLICE THAT TURNS INTO PROFIT: 4%

This is an established company with proven profits.

WHERE DOES THE MONEY COME FROM?
75%Management fees
Management fees 75%Expense Reimbursements and Other 12%Transaction Fees 10%Incentive Fees 2%Monitoring Fees 1%
75% of all revenue comes from a single line: Management fees.

That much dependence is a risk in itself: if this one line weakens, the whole company feels it directly.

THE SALES TREND
Sales have been shrinking.

An average decline of 4% a year over the last 4 years — the most striking risk in this picture.

$5.6B
2021
$1.5B
2022
$1.9B
2023
$2.6B
2024
$4.7B
2025
What executives did with their own stock over the last 12 months:
68 buy23 sell

Executives buying with their own money is usually read as confidence in the company’s future.

INSIDE THE REPORT CARD

We compared this company with its own sector across five subjects.

A score of 50 means class average.

BUSINESS QUALITY
85
very strong

Profit power and business quality lead the class.

FINANCIAL STRENGTH
49
weak

For a bank, strength is measured by capital buffers and reserves — not cash minus debt.

VALUATION
61
average

The price isn’t cheap next to earnings — that’s why this grade sits in the middle.

GROWTH
95
very strong

Sales are growing strongly for its sector.

PRICE MOMENTUM
13
very weak

Clearly below the class average.

WORTH WATCHING

Price Momentum: The stock has lagged the market in recent months; investor interest is weak right now.

Financial Strength: The capital buffer looks thin next to its class; less room to absorb a rough stretch.

THE FIVE-YEAR JOURNEY
Below the peak, but no collapse.

The stock trades 15% below its peak. The market has trimmed its expectations for the company.

1
THE BRIGHT SIDE · 1/3
Sales keep climbing

Over the last 3 years, sales grew about 46% a year on average.

2
THE BRIGHT SIDE · 2/3
Executives are buying their own stock

Over the last 12 months, company executives reported 68 buys and 23 sells. Management buying with its own money is usually read as a good sign.

3
THE BRIGHT SIDE · 3/3
Pays a steady dividend

It pays out $1.74 per share each year — regular cash for whoever holds the stock.

1
THE RISKS · 1/3
A rich price tag

The company’s market value is 86 times its annual profit. Even a small disappointment could hit the price hard.

2
THE RISKS · 2/3
The stock has lost its spark

Buyers haven’t stepped back in yet; the price hasn’t found its footing. Report-card grade: 13/100. For a turnaround signal, the stock first needs to close the gap with the market.

3
THE RISKS · 3/3
A thin financial cushion

The balance sheet offers little cushion against a rough stretch. Report-card grade: 49/100.

FINALE · THE GRADE
B
0 / 100 · MoonshotScore

On our five-subject report card, TPGXL sits near the top of the class. A high grade doesn’t mean “guaranteed win” — it means “the evidence looks strong for now.”

The takeaway: TPGXL is an established business that has proven its profits for years. The real debate isn’t the quality of the business — it’s what that quality should cost.

The total grade weighs these five subjects against the sector — it isn’t a simple average of the five.

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This was a film — not investment advice.
Data: FMP & company filings
Aug 21, 2026 · stockexpertai.com · Stock Film