Compare Stocks

Comparative Price Performance Over Time

Compare Stocks - Price & Volume

CompanyCurrent Price50-Day Moving Average52-Week RangeMarket CapBetaAvg. VolumeToday's Volume
Apollo Global Management, Inc. stock logo
APO
Apollo Global Management
$111.88
-0.7%
$111.24
$57.50
$117.15
$63.57B1.632.33 million shs1.40 million shs
Franklin Resources, Inc. stock logo
BEN
Franklin Resources
$25.07
-1.1%
$26.92
$21.88
$30.32
$13.20B1.43.55 million shs6.58 million shs
The Carlyle Group Inc. stock logo
CG
The Carlyle Group
$45.62
-1.1%
$45.91
$25.20
$48.52
$16.52B1.792.27 million shs1.46 million shs
Morningstar, Inc. stock logo
MORN
Morningstar
$287.46
-4.9%
$300.87
$163.28
$316.05
$12.29B1.15128,526 shs196,700 shs
Blue Owl Capital Inc. stock logo
OWL
Blue Owl Capital
$18.57
-1.1%
$18.24
$9.70
$19.87
$26.53B1.274.39 million shs4.81 million shs
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Price Performance

Company1-Day Performance7-Day Performance30-Day Performance90-Day Performance1-Year Performance
Apollo Global Management, Inc. stock logo
APO
Apollo Global Management
-0.75%+4.23%-1.76%+11.53%+82.27%
Franklin Resources, Inc. stock logo
BEN
Franklin Resources
-1.10%+0.20%-7.25%-9.13%-4.20%
The Carlyle Group Inc. stock logo
CG
The Carlyle Group
-1.08%+4.44%-1.77%+12.36%+57.42%
Morningstar, Inc. stock logo
MORN
Morningstar
-4.93%-1.68%-5.36%+4.33%+50.80%
Blue Owl Capital Inc. stock logo
OWL
Blue Owl Capital
-1.12%+1.09%-0.35%+17.16%+75.19%

MarketRank™

CompanyOverall ScoreAnalyst's OpinionShort Interest ScoreDividend StrengthESG ScoreNews and Social Media SentimentCompany OwnershipEarnings & Valuation
Apollo Global Management, Inc. stock logo
APO
Apollo Global Management
4.5736 of 5 stars
2.42.02.51.82.62.53.8
Franklin Resources, Inc. stock logo
BEN
Franklin Resources
3.6208 of 5 stars
0.91.03.32.91.82.53.1
The Carlyle Group Inc. stock logo
CG
The Carlyle Group
4.1423 of 5 stars
2.31.01.72.63.14.21.9
Morningstar, Inc. stock logo
MORN
Morningstar
3.7379 of 5 stars
2.53.00.83.21.83.30.6
Blue Owl Capital Inc. stock logo
OWL
Blue Owl Capital
2.5032 of 5 stars
2.42.01.70.01.92.51.9

Analyst Ratings

CompanyConsensus Rating ScoreConsensus RatingConsensus Price Target% Upside from Current Price
Apollo Global Management, Inc. stock logo
APO
Apollo Global Management
2.75
Moderate Buy$113.331.30% Upside
Franklin Resources, Inc. stock logo
BEN
Franklin Resources
1.71
Reduce$27.509.69% Upside
The Carlyle Group Inc. stock logo
CG
The Carlyle Group
2.50
Moderate Buy$43.07-5.59% Downside
Morningstar, Inc. stock logo
MORN
Morningstar
3.00
Buy$320.0011.32% Upside
Blue Owl Capital Inc. stock logo
OWL
Blue Owl Capital
2.82
Moderate Buy$19.484.89% Upside

Current Analyst Ratings

Latest BEN, OWL, APO, CG, and MORN Analyst Ratings

DateCompanyBrokerageActionRatingPrice TargetDetails
4/24/2024
Apollo Global Management, Inc. stock logo
APO
Apollo Global Management
JPMorgan Chase & Co.
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Boost Price TargetOverweight ➝ Overweight$122.00 ➝ $123.00
4/18/2024
Blue Owl Capital Inc. stock logo
OWL
Blue Owl Capital
Deutsche Bank Aktiengesellschaft
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Boost Price TargetBuy ➝ Buy$20.00 ➝ $21.00
4/17/2024
Franklin Resources, Inc. stock logo
BEN
Franklin Resources
Morgan Stanley
Subscribe to MarketBeat All Access for the recommendation accuracy rating
Boost Price TargetUnderweight ➝ Underweight$24.00 ➝ $25.00
4/12/2024
The Carlyle Group Inc. stock logo
CG
The Carlyle Group
UBS Group
Subscribe to MarketBeat All Access for the recommendation accuracy rating
Boost Price TargetNeutral ➝ Neutral$46.00 ➝ $50.00
4/10/2024
Blue Owl Capital Inc. stock logo
OWL
Blue Owl Capital
Piper Sandler
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Boost Price TargetOverweight ➝ Overweight$22.00 ➝ $23.00
4/9/2024
Apollo Global Management, Inc. stock logo
APO
Apollo Global Management
JMP Securities
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Reiterated RatingMarket Perform
4/9/2024
Blue Owl Capital Inc. stock logo
OWL
Blue Owl Capital
JMP Securities
Subscribe to MarketBeat All Access for the recommendation accuracy rating
Reiterated RatingMarket Outperform ➝ Market Outperform$24.00
4/8/2024
Apollo Global Management, Inc. stock logo
APO
Apollo Global Management
Barclays
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Boost Price TargetOverweight ➝ Overweight$122.00 ➝ $133.00
4/8/2024
The Carlyle Group Inc. stock logo
CG
The Carlyle Group
Barclays
Subscribe to MarketBeat All Access for the recommendation accuracy rating
Boost Price TargetOverweight ➝ Overweight$55.00 ➝ $56.00
4/5/2024
Apollo Global Management, Inc. stock logo
APO
Apollo Global Management
BMO Capital Markets
Subscribe to MarketBeat All Access for the recommendation accuracy rating
Boost Price TargetOutperform ➝ Outperform$111.00 ➝ $122.00
4/4/2024
Blue Owl Capital Inc. stock logo
OWL
Blue Owl Capital
Evercore ISI
Subscribe to MarketBeat All Access for the recommendation accuracy rating
Boost Price TargetOutperform ➝ Outperform$18.00 ➝ $22.00
(Data available from 4/26/2021 forward. View 10+ years of historical ratings with our analyst ratings screener.)

Sales & Book Value

CompanyAnnual RevenuePrice/SalesCashflowPrice/CashBook ValuePrice/Book
Apollo Global Management, Inc. stock logo
APO
Apollo Global Management
$32.64B1.95$8.03 per share13.93$41.98 per share2.67
Franklin Resources, Inc. stock logo
BEN
Franklin Resources
$7.85B1.68$3.62 per share6.92$25.15 per share1.00
The Carlyle Group Inc. stock logo
CG
The Carlyle Group
$2.96B5.57$4.41 per share10.35$16.07 per share2.84
Morningstar, Inc. stock logo
MORN
Morningstar
$2.04B6.03$9.07 per share31.71$31.10 per share9.24
Blue Owl Capital Inc. stock logo
OWL
Blue Owl Capital
$1.73B15.32$0.87 per share21.27$3.73 per share4.98

Profitability & Earnings

CompanyNet IncomeEPSTrailing P/E RatioForward P/E RatioP/E GrowthNet MarginsReturn on Equity (ROE)Return on Assets (ROA)Next Earnings Date
Apollo Global Management, Inc. stock logo
APO
Apollo Global Management
$5.05B$8.4113.3012.770.9515.86%20.33%1.31%5/2/2024 (Confirmed)
Franklin Resources, Inc. stock logo
BEN
Franklin Resources
$882.80M$1.9013.198.701.3312.30%11.15%4.69%4/29/2024 (Confirmed)
The Carlyle Group Inc. stock logo
CG
The Carlyle Group
-$608.40M-$1.69N/A10.070.99-20.53%19.74%5.99%5/1/2024 (Confirmed)
Morningstar, Inc. stock logo
MORN
Morningstar
$141.10M$3.2887.64N/A6.92%18.54%6.81%7/24/2024 (Estimated)
Blue Owl Capital Inc. stock logo
OWL
Blue Owl Capital
$54.34M$0.10185.7217.691.213.14%17.31%10.57%5/2/2024 (Confirmed)

Latest BEN, OWL, APO, CG, and MORN Earnings

DateQuarterCompanyConsensus EstimateReported EPSBeat/MissGap EPSRevenue EstimateActual RevenueDetails
5/2/2024N/A
Apollo Global Management, Inc. stock logo
APO
Apollo Global Management
$1.74N/A-$1.74N/AN/AN/A  
5/2/2024N/A
Blue Owl Capital Inc. stock logo
OWL
Blue Owl Capital
$0.17N/A-$0.17N/AN/AN/A  
5/1/2024N/A
The Carlyle Group Inc. stock logo
CG
The Carlyle Group
$0.89N/A-$0.89N/AN/AN/A  
4/29/2024N/A
Franklin Resources, Inc. stock logo
BEN
Franklin Resources
$0.58N/A-$0.58N/AN/AN/A  
4/24/2024Q1 2024
Morningstar, Inc. stock logo
MORN
Morningstar
N/A$1.73+$1.73$1.97N/A$542.80 million
2/22/2024Q4 2023
Morningstar, Inc. stock logo
MORN
Morningstar
N/A$1.97+$1.97$2.23N/A$538.70 million  
2/9/2024Q4 2023
Blue Owl Capital Inc. stock logo
OWL
Blue Owl Capital
$0.17$0.18+$0.01$0.33$438.77 million$494.04 million    
2/8/2024Q4 2023
Apollo Global Management, Inc. stock logo
APO
Apollo Global Management
$1.64$1.75+$0.11-$1.15$823.27 million$795.00 million
2/7/202412/31/2023
The Carlyle Group Inc. stock logo
CG
The Carlyle Group
$0.78$0.86+$0.08$3.64$860.68 million$896.40 million    
1/29/202412/31/2023
Franklin Resources, Inc. stock logo
BEN
Franklin Resources
$0.58$0.65+$0.07$0.80$1.51 billion$1.99 billion      

Dividends

CompanyAnnual PayoutDividend Yield3-Year Dividend GrowthPayout RatioYears of Consecutive Growth
Apollo Global Management, Inc. stock logo
APO
Apollo Global Management
$1.721.54%-9.89%20.45%1 Years
Franklin Resources, Inc. stock logo
BEN
Franklin Resources
$1.244.95%-6.19%65.26%1 Years
The Carlyle Group Inc. stock logo
CG
The Carlyle Group
$1.403.07%+11.20%N/A 2 Years
Morningstar, Inc. stock logo
MORN
Morningstar
$1.620.56%+14.09%49.39%1 Years
Blue Owl Capital Inc. stock logo
OWL
Blue Owl Capital
$0.563.02%N/A560.06%2 Years

Latest BEN, OWL, APO, CG, and MORN Dividends

AnnouncementCompanyPeriodAmountYieldEx-Dividend DateRecord DatePayable Date
3/15/2024
Morningstar, Inc. stock logo
MORN
Morningstar
quarterly$0.40500.5%4/4/20244/5/20244/30/2024
2/6/2024
Franklin Resources, Inc. stock logo
BEN
Franklin Resources
quarterly$0.314.66%3/27/20243/28/20244/12/2024
2/9/2024
Blue Owl Capital Inc. stock logo
OWL
Blue Owl Capital
Quarterly$0.143.21%2/22/20242/23/20243/5/2024
2/6/2024
The Carlyle Group Inc. stock logo
CG
The Carlyle Group
quarterly$0.353.1%2/22/20242/23/20243/1/2024
2/8/2024
Apollo Global Management, Inc. stock logo
APO
Apollo Global Management
Quarterly$0.431.6%2/16/20242/20/20242/29/2024
(Data available from 1/1/2013 forward)

Debt

CompanyDebt-to-Equity RatioCurrent RatioQuick Ratio
Apollo Global Management, Inc. stock logo
APO
Apollo Global Management
0.34
1.54
1.54
Franklin Resources, Inc. stock logo
BEN
Franklin Resources
0.86
1.92
1.92
The Carlyle Group Inc. stock logo
CG
The Carlyle Group
1.52
2.27
2.27
Morningstar, Inc. stock logo
MORN
Morningstar
0.71
0.93
0.93
Blue Owl Capital Inc. stock logo
OWL
Blue Owl Capital
N/A
0.65
0.65

Ownership

Institutional Ownership

CompanyInstitutional Ownership
Apollo Global Management, Inc. stock logo
APO
Apollo Global Management
77.06%
Franklin Resources, Inc. stock logo
BEN
Franklin Resources
47.56%
The Carlyle Group Inc. stock logo
CG
The Carlyle Group
55.88%
Morningstar, Inc. stock logo
MORN
Morningstar
57.02%
Blue Owl Capital Inc. stock logo
OWL
Blue Owl Capital
35.85%

Insider Ownership

CompanyInsider Ownership
Apollo Global Management, Inc. stock logo
APO
Apollo Global Management
8.70%
Franklin Resources, Inc. stock logo
BEN
Franklin Resources
24.13%
The Carlyle Group Inc. stock logo
CG
The Carlyle Group
27.00%
Morningstar, Inc. stock logo
MORN
Morningstar
39.90%
Blue Owl Capital Inc. stock logo
OWL
Blue Owl Capital
33.39%

Miscellaneous

CompanyEmployeesShares OutstandingFree FloatOptionable
Apollo Global Management, Inc. stock logo
APO
Apollo Global Management
4,879568.16 million518.73 millionOptionable
Franklin Resources, Inc. stock logo
BEN
Franklin Resources
9,200526.56 million399.50 millionOptionable
The Carlyle Group Inc. stock logo
CG
The Carlyle Group
2,200362.11 million264.34 millionOptionable
Morningstar, Inc. stock logo
MORN
Morningstar
11,33442.74 million25.69 millionOptionable
Blue Owl Capital Inc. stock logo
OWL
Blue Owl Capital
6851.43 billion951.73 millionOptionable

BEN, OWL, APO, CG, and MORN Headlines

SourceHeadline
Future Fund deputy CIO jumps to Blue OwlFuture Fund deputy CIO jumps to Blue Owl
financialstandard.com.au - April 25 at 10:49 PM
Blue Owls Douglas Ostrover: 5 things to know about one of CTs newest billionairesBlue Owl's Douglas Ostrover: 5 things to know about one of CT's newest billionaires
stamfordadvocate.com - April 25 at 12:47 PM
US alternatives firm Blue Owl taps Future Fund deputy CIO Alicia Gregory as managing directorUS alternatives firm Blue Owl taps Future Fund deputy CIO Alicia Gregory as managing director
asiaasset.com - April 25 at 12:47 PM
Blue Owls Michael Rees: 5 things to know about one of CTs newest billionairesBlue Owl's Michael Rees: 5 things to know about one of CT's newest billionaires
stamfordadvocate.com - April 25 at 12:47 PM
Blue Owl Capital Inc. (OWL) Earnings Expected to Grow: Should You Buy?Blue Owl Capital Inc. (OWL) Earnings Expected to Grow: Should You Buy?
zacks.com - April 25 at 11:05 AM
Ann Dai of Blue Owl on challenges for smaller firms in a crowded marketAnn Dai of Blue Owl on challenges for smaller firms in a crowded market
irmagazine.com - April 25 at 7:47 AM
Blue Owl Capital (OWL) Scheduled to Post Quarterly Earnings on ThursdayBlue Owl Capital (OWL) Scheduled to Post Quarterly Earnings on Thursday
americanbankingnews.com - April 25 at 2:00 AM
Blue Owl’s Latest Australian Expansion Move: Hiring Future Fund’s Deputy CIOBlue Owl’s Latest Australian Expansion Move: Hiring Future Fund’s Deputy CIO
institutionalinvestor.com - April 24 at 9:46 PM
Blue Owl Capital hires managing director from Australias Future FundBlue Owl Capital hires managing director from Australia's Future Fund
pionline.com - April 24 at 8:33 AM
PCF INSURANCE SERVICES SECURES $400 MILLION IN INCREMENTAL FINANCING AS PART OF NEW DELAYED DRAW TERM LOANPCF INSURANCE SERVICES SECURES $400 MILLION IN INCREMENTAL FINANCING AS PART OF NEW DELAYED DRAW TERM LOAN
prnewswire.com - April 24 at 8:00 AM
Strs Ohio Invests $1.09 Million in Blue Owl Capital Inc. (NYSE:OWL)Strs Ohio Invests $1.09 Million in Blue Owl Capital Inc. (NYSE:OWL)
marketbeat.com - April 24 at 5:17 AM
Future Fund’s Alicia Gregory moves to $257b US asset managerFuture Fund’s Alicia Gregory moves to $257b US asset manager
afr.com - April 23 at 10:32 PM
Blue Owl Capital Hires Australia Future Funds Deputy Chief Investment Officer Alicia GregoryBlue Owl Capital Hires Australia Future Fund's Deputy Chief Investment Officer Alicia Gregory
prnewswire.com - April 23 at 10:30 PM
Blue Owl Capital Inc. (OWL) Laps the Stock Market: Heres WhyBlue Owl Capital Inc. (OWL) Laps the Stock Market: Here's Why
zacks.com - April 23 at 6:56 PM
Blue Owl Capital Stock Receives Buy Rating with Potential for Valuation GrowthBlue Owl Capital Stock Receives Buy Rating with Potential for Valuation Growth
markets.businessinsider.com - April 23 at 12:31 PM
Blue Owl Capital (NYSE:OWL) PT Raised to $21.00 at Deutsche Bank AktiengesellschaftBlue Owl Capital (NYSE:OWL) PT Raised to $21.00 at Deutsche Bank Aktiengesellschaft
americanbankingnews.com - April 20 at 6:04 AM
Unraveling the Allegations: Inside the Investigation of Contract Forgery at Blue OwlUnraveling the Allegations: Inside the Investigation of Contract Forgery at Blue Owl
msn.com - April 19 at 5:58 PM
Oppenheimer Initiates Coverage of Blue Owl Capital Corporation III (OBDE) with Outperform RecommendationOppenheimer Initiates Coverage of Blue Owl Capital Corporation III (OBDE) with Outperform Recommendation
msn.com - April 19 at 12:55 PM
IVZ or OWL: Which Is the Better Value Stock Right Now?IVZ or OWL: Which Is the Better Value Stock Right Now?
zacks.com - April 19 at 12:41 PM
Cerity Partners LLC Takes Position in Blue Owl Capital Inc. (NYSE:OWL)Cerity Partners LLC Takes Position in Blue Owl Capital Inc. (NYSE:OWL)
marketbeat.com - April 19 at 5:12 AM
Why the Market Dipped But Blue Owl Capital Inc. (OWL) Gained TodayWhy the Market Dipped But Blue Owl Capital Inc. (OWL) Gained Today
zacks.com - April 18 at 7:06 PM
8 Analysts Have This To Say About Blue Owl Cap8 Analysts Have This To Say About Blue Owl Cap
markets.businessinsider.com - April 18 at 3:47 PM
Blue Owl Capital (NYSE:OWL) PT Raised to $21.00Blue Owl Capital (NYSE:OWL) PT Raised to $21.00
marketbeat.com - April 18 at 8:34 AM
Is Most-Watched Stock Blue Owl Capital Inc. (OWL) Worth Betting on Now?Is Most-Watched Stock Blue Owl Capital Inc. (OWL) Worth Betting on Now?
msn.com - April 17 at 12:21 PM

New MarketBeat Followers Over Time

Media Sentiment Over Time

Top Headlines

All Headlines

Company Descriptions

Apollo Global Management logo

Apollo Global Management

NYSE:APO
Apollo Global Management, Inc. is a private equity firm specializing in investments in credit, private equity and real estate markets. The firm's private equity investments include traditional buyouts, recapitalization, distressed buyouts and debt investments in real estate, corporate partner buyouts, distressed asset, corporate carve-outs, middle market, growth capital, turnaround, bridge, corporate restructuring, special situation, acquisition, and industry consolidation transactions. The firm provides its services to endowment and sovereign wealth funds, as well as other institutional and individual investors. It manages client focused portfolios. The firm launches and manages hedge funds for its clients. It also manages real estate funds and private equity funds for its clients. The firm invests in the fixed income and alternative investment markets across the globe. Its fixed income investments include income-oriented senior loans, bonds, collateralized loan obligations, structured credit, opportunistic credit, non-performing loans, distressed debt, mezzanine debt, and value oriented fixed income securities. The firm seeks to invest in chemicals, commodities, consumer and retail, oil and gas, metals, mining, agriculture, commodities, distribution and transportation, financial and business services, manufacturing and industrial, media distribution, cable, entertainment and leisure, telecom, technology, natural resources, energy, packaging and materials, and satellite and wireless industries. It also focuses on clean energy, sustainable industry, climate solutions, energy transition, industrial decarbonization, sustainable mobility, sustainable resource use, and sustainable real estate. It seeks to invest in companies based in across Africa, North America with a focus on United States, and Europe. The firm also makes investments outside North America, primarily in Western Europe and Asia. It employs a combination of contrarian, value, and distressed strategies to make its investments. The firm seeks to make investments in the range of $10 million and $1500 million. The firm seeks to invest in companies with Enterprise value between $750 million to $2500 million. The firm conducts an in-house research to create its investment portfolio. It seeks to acquire minority and majority positions in its portfolio companies. Apollo Global Management, Inc. was founded in 1990 and is headquartered in New York, New York with additional offices in North America, Asia, India and Europe.
Franklin Resources logo

Franklin Resources

NYSE:BEN
Franklin Resources, Inc. is a publicly owned asset management holding company. Through its subsidiaries, the firm provides its services to individuals, institutions, pension plans, trusts, and partnerships. It launches equity, fixed income, balanced, and multi-asset mutual funds through its subsidiaries. The firm invests in the public equity, fixed income, and alternative markets. Franklin Resources, Inc. was founded in 1947 and is based in San Mateo, California with an additional office in Calgary, Canada; Dubai, United Arab Emirates; Edinburgh, United Kingdom; Fort Lauderdale, United States; Hyderabad, India; London, United Kingdom; Rancho Cordova, United states; Shanghai, China; Singapore; Stamford, United States; and Vienna, Austria.
The Carlyle Group logo

The Carlyle Group

NASDAQ:CG
The Carlyle Group Inc. is an investment firm specializing in direct and fund of fund investments. Within direct investments, it specializes in management-led/ Leveraged buyouts, privatizations, divestitures, strategic minority equity investments, structured credit, global distressed and corporate opportunities, small and middle market, equity private placements, consolidations and buildups, senior debt, mezzanine and leveraged finance, and venture and growth capital financings, seed/startup, early venture, emerging growth, turnaround, mid venture, late venture, PIPES. The firm invests across four segments which include Corporate Private Equity, Real Assets, Global Market Strategies, and Solutions. The firm typically invests in industrial, agribusiness, ecological sector, fintech, airports, parking, Plastics, Rubber, diversified natural resources, minerals, farming, aerospace, defense, automotive, consumer, retail, industrial, infrastructure, energy, power, healthcare, software, software enabled services, semiconductors, communications infrastructure, financial technology, utilities, gaming, systems and related supply chain, electronic systems, systems, oil and gas, processing facilities, power generation assets, technology, systems, real estate, financial services, transportation, business services, telecommunications, media, and logistics sectors. Within the industrial sector, the firm invests in manufacturing, building products, packaging, chemicals, metals and mining, forestry and paper products, and industrial consumables and services. In consumer and retail sectors, it invests in food and beverage, retail, restaurants, consumer products, domestic consumption, consumer services, personal care products, direct marketing, and education. Within aerospace, defense, business services, and government services sectors, it seeks to invest in defense electronics, manufacturing and services, government contracting and services, information technology, distribution companies. In telecommunication and media sectors, it invests in cable TV, directories, publishing, entertainment and content delivery services, wireless infrastructure/services, fixed line networks, satellite services, broadband and Internet, and infrastructure. Within real estate, the firm invests in office, hotel, industrial, retail, for sale residential, student housing, hospitality, multifamily residential, homebuilding and building products, and senior living sectors. The firm seeks to make investments in growing business including those with overleveraged balance sheets. The firm seeks to hold its investments for four to six years. In the healthcare sector, it invests in healthcare services, outsourcing services, companies running clinical trials for pharmaceutical companies, managed care, pharmaceuticals, pharmaceutical related services, healthcare IT, medical, products, and devices. It seeks to invest in companies based in Sub-Saharan focusing on Ghana, Kenya, Mozambique, Botswana, Nigeria, Uganda, West Africa, North Africa and South Africa focusing on Tanzania and Zambia; Asia focusing on Pakistan, India, South East Asia, Indonesia, Philippines, Vietnam, Korea, and Japan; Australia; New Zealand; Europe focusing on France, Italy, Denmark, United Kingdom, Germany, Austria, Belgium, Finland, Iceland, Ireland, Netherlands, Norway, Portugal, Spain, Benelux , Sweden, Switzerland, Hungary, Poland, and Russia; Middle East focusing on Bahrain, Jordan, Kuwait, Lebanon, Oman, Qatar, Saudi Arabia, Turkey, and UAE; North America focusing on United States which further invest in Southeastern United States, Texas, Boston, San Francisco Bay Area and Pacific Northwest; Asia Pacific; Soviet Union, Central-Eastern Europe, and Israel; Nordic region; and South America focusing on Mexico, Argentina, Brazil, Chile, and Peru. The firm seeks to invest in food, financial, and healthcare industries in Western China. In the real estate sector, the firm seeks to invest in various locations across Europe focusing on France and Central Europe, United States, Asia focusing on China, and Latin America. It typically invests between $1 million and $50 million for venture investments and between $50 million and $2 billion for buyouts in companies with enterprise value of between $31.57 million and $1000 million and sales value of $10 million and $500 million. It seeks to invest in companies with market capitalization greater than $50 million and EBITDA between $5 million to $25 million. It prefers to take a majority or a minority stake. While investing in Japan, it does not invest in companies with more than 1,000 employees and prefers companies' worth between $100 million and $150 million. The firm originates, structures, and acts as lead equity investor in the transactions. The Carlyle Group Inc. was founded in 1987 and is based in Washington, District of Columbia with additional offices in 21 countries across 5 continents (North America, South America, Asia, Australia and Europe).
Morningstar logo

Morningstar

NASDAQ:MORN
Morningstar, Inc. provides independent investment insights in the United States, Asia. Australia, Continental Europe, the United Kingdom, and internationally. The company operates in five segments: Morningstar Data and Analytics; PitchBook; Morningstar Wealth; Morningstar Credit; and Morningstar Retirement. The company offers managing investments, including mutual funds, ETFs, separate accounts, collective investment trusts, model portfolios, equities, and fixed income securities; Morningstar Direct is an investment-analysis and reporting platform; Morningstar Advisor Workstation, a suite of tool to provide help and advice. The PitchBook segment provides data and research covering the private capital markets comprising venture capital, private equity, private credit and bank loans, and merger and acquisition activities; and pitchbook platform. It provides model portfolios and wealth platforms; Morningstar Managed Portfolios, an advisor service with model portfolios designed for fee-based independent financial advisors; and Morningstar.com that discovers, evaluates, and monitors stocks, ETFs, and mutual funds; build and monitor portfolios and markets. In addition, the company provides credit ratings, research, data, and credit analytics solutions; Morningstar DBRS which offers securitizations and other structured finance instruments, such as asset-backed securities, residential mortgage-backed securities, commercial mortgage-backed securities, and collateralized loan obligations. Further, it offers managed retirement accounts, fiduciary services, Morningstar Lifetime Allocation funds, and custom models; Morningstar Indexes offers market indexes used for performance benchmarks and as the basis for investment products and other portfolio strategies; and Morningstar Sustainalytics provides environmental, social and governance data, research, analysis, and insights. Morningstar, Inc. was incorporated in 1984 and is headquartered in Chicago, Illinois.
Blue Owl Capital logo

Blue Owl Capital

NYSE:OWL
Blue Owl Capital Inc. operates as an asset manager in the United States. The company offers permanent capital base solutions that enables it to offer holistic framework of capital solutions to middle market companies, large alternative asset managers, and corporate real estate owners and tenants. It also provides direct lending products that offer private credit products comprising diversified, technology, first lien, and opportunistic lending to middle-market companies; liquid credit; GP strategic capital products, which offers capital solutions, including GP minority stakes, GP debt financing, and professional sports minority stakes; and real estate products that focuses on acquiring triple net lease real estate by investment grade or creditworthy tenants. It offers its solutions through permanent capital vehicles, as well as long-dated private funds. Blue Owl Capital Inc. is headquartered in New York, New York.