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Carlyle Group (CG) Competitors

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$40.10 -0.07 (-0.17%)
Closing price 04:00 PM Eastern
Extended Trading
$40.85 +0.75 (+1.87%)
As of 07:30 PM Eastern
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CG vs. TPG, APO, ARES, BN, and BX

Should you buy Carlyle Group stock or one of its competitors? Carlyle Group's main competitors and comparable companies include TPG (TPG), Apollo Global Management (APO), Ares Management (ARES), Brookfield (BN), and Blackstone (BX). Companies are selected based on similarities in market, industry, and size. These companies are all part of the "asset management & custody banks" industry.

How does Carlyle Group compare to TPG?

TPG (NASDAQ:TPG) and Carlyle Group (NASDAQ:CG) are both large-cap finance companies, but which is the superior stock? We will contrast the two companies based on the strength of their risk, profitability, earnings, dividends, valuation, media sentiment, analyst recommendations and institutional ownership.

Carlyle Group has lower revenue, but higher earnings than TPG. Carlyle Group is trading at a lower price-to-earnings ratio than TPG, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
TPG$4.67B3.82$184.59M$0.6670.41
Carlyle Group$2.78B5.15$808.70M$0.9641.77

94.0% of TPG shares are held by institutional investors. Comparatively, 55.9% of Carlyle Group shares are held by institutional investors. 61.4% of TPG shares are held by company insiders. Comparatively, 25.4% of Carlyle Group shares are held by company insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a company is poised for long-term growth.

In the previous week, Carlyle Group had 6 more articles in the media than TPG. MarketBeat recorded 13 mentions for Carlyle Group and 7 mentions for TPG. Carlyle Group's average media sentiment score of 0.62 beat TPG's score of 0.27 indicating that Carlyle Group is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
TPG
1 Very Positive mention(s)
1 Positive mention(s)
5 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral
Carlyle Group
6 Very Positive mention(s)
3 Positive mention(s)
3 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive

Carlyle Group has a net margin of 10.08% compared to TPG's net margin of 4.67%. TPG's return on equity of 28.10% beat Carlyle Group's return on equity.

Company Net Margins Return on Equity Return on Assets
TPG4.67% 28.10% 8.03%
Carlyle Group 10.08%22.52%5.62%

TPG presently has a consensus price target of $63.33, indicating a potential upside of 36.29%. Carlyle Group has a consensus price target of $59.31, indicating a potential upside of 47.90%. Given Carlyle Group's higher possible upside, analysts plainly believe Carlyle Group is more favorable than TPG.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
TPG
0 Sell rating(s)
4 Hold rating(s)
13 Buy rating(s)
0 Strong Buy rating(s)
2.76
Carlyle Group
1 Sell rating(s)
7 Hold rating(s)
7 Buy rating(s)
0 Strong Buy rating(s)
2.40

TPG has a beta of 1.47, indicating that its share price is 47% more volatile than the broader market. Comparatively, Carlyle Group has a beta of 1.84, indicating that its share price is 84% more volatile than the broader market.

TPG pays an annual dividend of $2.36 per share and has a dividend yield of 5.1%. Carlyle Group pays an annual dividend of $1.40 per share and has a dividend yield of 3.5%. TPG pays out 357.6% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Carlyle Group pays out 145.8% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Carlyle Group has increased its dividend for 4 consecutive years.

Summary

Carlyle Group beats TPG on 10 of the 19 factors compared between the two stocks.

How does Carlyle Group compare to Apollo Global Management?

Apollo Global Management (NYSE:APO) and Carlyle Group (NASDAQ:CG) are both large-cap finance companies, but which is the superior investment? We will contrast the two businesses based on the strength of their valuation, analyst recommendations, institutional ownership, media sentiment, earnings, dividends, profitability and risk.

Apollo Global Management pays an annual dividend of $2.25 per share and has a dividend yield of 1.8%. Carlyle Group pays an annual dividend of $1.40 per share and has a dividend yield of 3.5%. Apollo Global Management pays out 82.4% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Carlyle Group pays out 145.8% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Apollo Global Management has raised its dividend for 3 consecutive years and Carlyle Group has raised its dividend for 4 consecutive years. Carlyle Group is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.

Carlyle Group has a net margin of 10.08% compared to Apollo Global Management's net margin of 5.22%. Carlyle Group's return on equity of 22.52% beat Apollo Global Management's return on equity.

Company Net Margins Return on Equity Return on Assets
Apollo Global Management5.22% 14.01% 1.18%
Carlyle Group 10.08%22.52%5.62%

Apollo Global Management has a beta of 1.52, suggesting that its stock price is 52% more volatile than the broader market. Comparatively, Carlyle Group has a beta of 1.84, suggesting that its stock price is 84% more volatile than the broader market.

Apollo Global Management presently has a consensus target price of $152.15, indicating a potential upside of 20.90%. Carlyle Group has a consensus target price of $59.31, indicating a potential upside of 47.90%. Given Carlyle Group's higher probable upside, analysts clearly believe Carlyle Group is more favorable than Apollo Global Management.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Apollo Global Management
0 Sell rating(s)
4 Hold rating(s)
12 Buy rating(s)
1 Strong Buy rating(s)
2.82
Carlyle Group
1 Sell rating(s)
7 Hold rating(s)
7 Buy rating(s)
0 Strong Buy rating(s)
2.40

In the previous week, Apollo Global Management had 34 more articles in the media than Carlyle Group. MarketBeat recorded 47 mentions for Apollo Global Management and 13 mentions for Carlyle Group. Carlyle Group's average media sentiment score of 0.62 beat Apollo Global Management's score of 0.27 indicating that Carlyle Group is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Apollo Global Management
10 Very Positive mention(s)
5 Positive mention(s)
25 Neutral mention(s)
5 Negative mention(s)
1 Very Negative mention(s)
Neutral
Carlyle Group
6 Very Positive mention(s)
3 Positive mention(s)
3 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive

77.1% of Apollo Global Management shares are held by institutional investors. Comparatively, 55.9% of Carlyle Group shares are held by institutional investors. 8.3% of Apollo Global Management shares are held by insiders. Comparatively, 25.4% of Carlyle Group shares are held by insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company will outperform the market over the long term.

Apollo Global Management has higher revenue and earnings than Carlyle Group. Carlyle Group is trading at a lower price-to-earnings ratio than Apollo Global Management, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Apollo Global Management$32.05B2.32$3.49B$2.7346.10
Carlyle Group$2.78B5.15$808.70M$0.9641.77

Summary

Apollo Global Management and Carlyle Group tied by winning 10 of the 20 factors compared between the two stocks.

How does Carlyle Group compare to Ares Management?

Carlyle Group (NASDAQ:CG) and Ares Management (NYSE:ARES) are both large-cap finance companies, but which is the better investment? We will contrast the two companies based on the strength of their analyst recommendations, institutional ownership, media sentiment, earnings, profitability, valuation, dividends and risk.

Carlyle Group pays an annual dividend of $1.40 per share and has a dividend yield of 3.5%. Ares Management pays an annual dividend of $5.40 per share and has a dividend yield of 4.4%. Carlyle Group pays out 145.8% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Ares Management pays out 247.7% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Carlyle Group has raised its dividend for 4 consecutive years and Ares Management has raised its dividend for 7 consecutive years. Ares Management is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.

Carlyle Group has a beta of 1.84, suggesting that its share price is 84% more volatile than the broader market. Comparatively, Ares Management has a beta of 1.49, suggesting that its share price is 49% more volatile than the broader market.

Ares Management has a net margin of 10.63% compared to Carlyle Group's net margin of 10.08%. Ares Management's return on equity of 25.42% beat Carlyle Group's return on equity.

Company Net Margins Return on Equity Return on Assets
Carlyle Group10.08% 22.52% 5.62%
Ares Management 10.63%25.42%6.35%

Carlyle Group has higher earnings, but lower revenue than Ares Management. Carlyle Group is trading at a lower price-to-earnings ratio than Ares Management, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Carlyle Group$2.78B5.15$808.70M$0.9641.77
Ares Management$5.60B7.31$527.36M$2.1856.88

55.9% of Carlyle Group shares are held by institutional investors. Comparatively, 50.0% of Ares Management shares are held by institutional investors. 25.4% of Carlyle Group shares are held by company insiders. Comparatively, 34.7% of Ares Management shares are held by company insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a company is poised for long-term growth.

In the previous week, Ares Management had 5 more articles in the media than Carlyle Group. MarketBeat recorded 18 mentions for Ares Management and 13 mentions for Carlyle Group. Carlyle Group's average media sentiment score of 0.62 beat Ares Management's score of 0.44 indicating that Carlyle Group is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Carlyle Group
6 Very Positive mention(s)
3 Positive mention(s)
3 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive
Ares Management
5 Very Positive mention(s)
0 Positive mention(s)
13 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral

Carlyle Group presently has a consensus target price of $59.31, indicating a potential upside of 47.90%. Ares Management has a consensus target price of $160.47, indicating a potential upside of 29.42%. Given Carlyle Group's higher possible upside, equities analysts clearly believe Carlyle Group is more favorable than Ares Management.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Carlyle Group
1 Sell rating(s)
7 Hold rating(s)
7 Buy rating(s)
0 Strong Buy rating(s)
2.40
Ares Management
0 Sell rating(s)
6 Hold rating(s)
11 Buy rating(s)
1 Strong Buy rating(s)
2.72

Summary

Ares Management beats Carlyle Group on 14 of the 20 factors compared between the two stocks.

How does Carlyle Group compare to Brookfield?

Carlyle Group (NASDAQ:CG) and Brookfield (NYSE:BN) are both large-cap finance companies, but which is the better investment? We will compare the two companies based on the strength of their earnings, valuation, dividends, risk, profitability, analyst recommendations, media sentiment and institutional ownership.

Carlyle Group has a beta of 1.84, suggesting that its stock price is 84% more volatile than the broader market. Comparatively, Brookfield has a beta of 1.53, suggesting that its stock price is 53% more volatile than the broader market.

Brookfield has higher revenue and earnings than Carlyle Group. Carlyle Group is trading at a lower price-to-earnings ratio than Brookfield, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Carlyle Group$2.78B5.15$808.70M$0.9641.77
Brookfield$75.10B1.22$1.31B$0.5568.21

Carlyle Group currently has a consensus price target of $59.31, indicating a potential upside of 47.90%. Brookfield has a consensus price target of $57.40, indicating a potential upside of 53.01%. Given Brookfield's stronger consensus rating and higher possible upside, analysts clearly believe Brookfield is more favorable than Carlyle Group.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Carlyle Group
1 Sell rating(s)
7 Hold rating(s)
7 Buy rating(s)
0 Strong Buy rating(s)
2.40
Brookfield
0 Sell rating(s)
2 Hold rating(s)
10 Buy rating(s)
1 Strong Buy rating(s)
2.92

Carlyle Group pays an annual dividend of $1.40 per share and has a dividend yield of 3.5%. Brookfield pays an annual dividend of $0.28 per share and has a dividend yield of 0.7%. Carlyle Group pays out 145.8% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Brookfield pays out 50.9% of its earnings in the form of a dividend. Carlyle Group has raised its dividend for 4 consecutive years and Brookfield has raised its dividend for 2 consecutive years. Carlyle Group is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.

55.9% of Carlyle Group shares are owned by institutional investors. Comparatively, 61.6% of Brookfield shares are owned by institutional investors. 25.4% of Carlyle Group shares are owned by insiders. Comparatively, 11.0% of Brookfield shares are owned by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a stock is poised for long-term growth.

Carlyle Group has a net margin of 10.08% compared to Brookfield's net margin of 1.85%. Carlyle Group's return on equity of 22.52% beat Brookfield's return on equity.

Company Net Margins Return on Equity Return on Assets
Carlyle Group10.08% 22.52% 5.62%
Brookfield 1.85%3.93%1.22%

In the previous week, Brookfield had 1 more articles in the media than Carlyle Group. MarketBeat recorded 14 mentions for Brookfield and 13 mentions for Carlyle Group. Brookfield's average media sentiment score of 0.90 beat Carlyle Group's score of 0.62 indicating that Brookfield is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Carlyle Group
6 Very Positive mention(s)
3 Positive mention(s)
3 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive
Brookfield
8 Very Positive mention(s)
1 Positive mention(s)
3 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive

Summary

Brookfield beats Carlyle Group on 11 of the 20 factors compared between the two stocks.

How does Carlyle Group compare to Blackstone?

Blackstone (NYSE:BX) and Carlyle Group (NASDAQ:CG) are both large-cap finance companies, but which is the better investment? We will contrast the two businesses based on the strength of their valuation, earnings, dividends, media sentiment, profitability, risk, institutional ownership and analyst recommendations.

Blackstone has higher revenue and earnings than Carlyle Group. Blackstone is trading at a lower price-to-earnings ratio than Carlyle Group, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Blackstone$14.45B6.49$3.02B$4.4727.96
Carlyle Group$2.78B5.15$808.70M$0.9641.77

Blackstone has a net margin of 21.84% compared to Carlyle Group's net margin of 10.08%. Blackstone's return on equity of 23.77% beat Carlyle Group's return on equity.

Company Net Margins Return on Equity Return on Assets
Blackstone21.84% 23.77% 10.06%
Carlyle Group 10.08%22.52%5.62%

Blackstone pays an annual dividend of $5.16 per share and has a dividend yield of 4.1%. Carlyle Group pays an annual dividend of $1.40 per share and has a dividend yield of 3.5%. Blackstone pays out 115.4% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Carlyle Group pays out 145.8% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Carlyle Group has increased its dividend for 4 consecutive years. Blackstone is clearly the better dividend stock, given its higher yield and lower payout ratio.

In the previous week, Blackstone had 7 more articles in the media than Carlyle Group. MarketBeat recorded 20 mentions for Blackstone and 13 mentions for Carlyle Group. Blackstone's average media sentiment score of 0.67 beat Carlyle Group's score of 0.62 indicating that Blackstone is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Blackstone
9 Very Positive mention(s)
3 Positive mention(s)
6 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive
Carlyle Group
6 Very Positive mention(s)
3 Positive mention(s)
3 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive

Blackstone presently has a consensus price target of $149.43, suggesting a potential upside of 19.55%. Carlyle Group has a consensus price target of $59.31, suggesting a potential upside of 47.90%. Given Carlyle Group's higher possible upside, analysts plainly believe Carlyle Group is more favorable than Blackstone.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Blackstone
0 Sell rating(s)
11 Hold rating(s)
13 Buy rating(s)
0 Strong Buy rating(s)
2.54
Carlyle Group
1 Sell rating(s)
7 Hold rating(s)
7 Buy rating(s)
0 Strong Buy rating(s)
2.40

Blackstone has a beta of 1.56, indicating that its stock price is 56% more volatile than the broader market. Comparatively, Carlyle Group has a beta of 1.84, indicating that its stock price is 84% more volatile than the broader market.

70.0% of Blackstone shares are held by institutional investors. Comparatively, 55.9% of Carlyle Group shares are held by institutional investors. 1.0% of Blackstone shares are held by insiders. Comparatively, 25.4% of Carlyle Group shares are held by insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a stock will outperform the market over the long term.

Summary

Blackstone beats Carlyle Group on 14 of the 19 factors compared between the two stocks.

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New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding CG and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
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Media Sentiment Over Time

This chart shows the average media sentiment of NASDAQ and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
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CG vs. The Competition

MetricCarlyle GroupCapital Markets IndustryFinance SectorNASDAQ Exchange
Market Cap$14.31B$5.31B$13.86B$13.13B
Dividend Yield3.38%7.50%5.93%12.94%
P/E Ratio41.7729.9325.2925.39
Price / Sales5.151,205.53505.23108.47
Price / Cash7.6947.7640.8551.66
Price / Book2.053.522.736.33
Net Income$808.70M$417.39M$1.31B$358.24M
7 Day Performance-5.29%-0.56%-0.61%1.20%
1 Month Performance-17.10%-1.45%-0.01%-2.04%
1 Year Performance-42.18%3.89%7.81%5.41%

Carlyle Group Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
CG
Carlyle Group
4.5697 of 5 stars
$40.10
-0.2%
$59.31
+47.9%
-40.6%$14.31B$2.78B41.772,500
TPG
TPG
4.5505 of 5 stars
$47.40
-1.2%
$63.33
+33.6%
-26.2%$18.44B$4.67B71.821,900
APO
Apollo Global Management
4.0778 of 5 stars
$126.88
-1.1%
$152.15
+19.9%
-9.5%$75.77B$32.05B46.486,140
ARES
Ares Management
4.4462 of 5 stars
$129.04
-1.9%
$160.47
+24.4%
-30.1%$43.44B$5.60B59.194,250
BN
Brookfield
4.696 of 5 stars
$37.12
-1.3%
$57.40
+54.7%
-19.6%$92.21B$75.10B67.48250,000

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This page (NASDAQ:CG) was last updated on 9/18/2026 by MarketBeat.com Staff.
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