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Carlyle Group (CG) Competitors

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$37.14 +0.33 (+0.89%)
As of 10:22 AM Eastern
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CG vs. TPG, APO, ARES, BN, and BNT

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 Brookfield Wealth Solutions (BNT). Companies are selected based on similarities in market, industry, and size. These companies are all part of the "finance" sector.

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 business? We will compare the two businesses based on the strength of their analyst recommendations, earnings, institutional ownership, profitability, dividends, media sentiment, valuation and risk.

TPG pays an annual dividend of $2.36 per share and has a dividend yield of 5.4%. Carlyle Group pays an annual dividend of $1.40 per share and has a dividend yield of 3.8%. 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.

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 hedge funds, endowments and large money managers believe a stock will outperform the market over the long term.

Carlyle Group has higher revenue and 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$3.41B4.88$184.59M$0.6665.71
Carlyle Group$4.78B2.74$808.70M$0.9638.34

TPG has a beta of 1.49, suggesting that its stock price is 49% more volatile than the broader market. Comparatively, Carlyle Group has a beta of 1.88, suggesting that its stock price is 88% more volatile than the broader market.

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 target price of $61.07, indicating a potential upside of 40.81%. Carlyle Group has a consensus target price of $55.40, indicating a potential upside of 50.50%. Given Carlyle Group's higher possible upside, analysts clearly 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)
12 Buy rating(s)
0 Strong Buy rating(s)
2.75
Carlyle Group
1 Sell rating(s)
8 Hold rating(s)
8 Buy rating(s)
0 Strong Buy rating(s)
2.41

In the previous week, Carlyle Group had 8 more articles in the media than TPG. MarketBeat recorded 15 mentions for Carlyle Group and 7 mentions for TPG. TPG's average media sentiment score of 0.10 beat Carlyle Group's score of 0.01 indicating that TPG is being referred to more favorably in the media.

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

Summary

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

How does Carlyle Group compare to Apollo Global Management?

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

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
Carlyle Group$4.78B2.74$808.70M$0.9638.34
Apollo Global Management$35.90B1.84$3.49B$2.7341.08

Carlyle Group has a beta of 1.88, meaning that its share price is 88% more volatile than the broader market. Comparatively, Apollo Global Management has a beta of 1.58, meaning that its share price is 58% more volatile than the broader market.

Carlyle Group pays an annual dividend of $1.40 per share and has a dividend yield of 3.8%. Apollo Global Management pays an annual dividend of $2.25 per share and has a dividend yield of 2.0%. 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 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 has raised its dividend for 4 consecutive years and Apollo Global Management has raised its dividend for 3 consecutive years. Carlyle Group is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.

Carlyle Group currently has a consensus price target of $55.40, suggesting a potential upside of 50.50%. Apollo Global Management has a consensus price target of $152.60, suggesting a potential upside of 36.08%. Given Carlyle Group's higher probable upside, equities research analysts clearly believe Carlyle Group is more favorable than Apollo Global Management.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Carlyle Group
1 Sell rating(s)
8 Hold rating(s)
8 Buy rating(s)
0 Strong Buy rating(s)
2.41
Apollo Global Management
0 Sell rating(s)
6 Hold rating(s)
14 Buy rating(s)
0 Strong Buy rating(s)
2.70

55.9% of Carlyle Group shares are held by institutional investors. Comparatively, 77.1% of Apollo Global Management shares are held by institutional investors. 25.4% of Carlyle Group shares are held by company insiders. Comparatively, 8.3% of Apollo Global Management shares are held by company 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 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
Carlyle Group10.08% 22.52% 5.62%
Apollo Global Management 5.22%14.01%1.18%

In the previous week, Apollo Global Management had 13 more articles in the media than Carlyle Group. MarketBeat recorded 28 mentions for Apollo Global Management and 15 mentions for Carlyle Group. Apollo Global Management's average media sentiment score of 0.64 beat Carlyle Group's score of 0.01 indicating that Apollo Global Management is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Carlyle Group
1 Very Positive mention(s)
2 Positive mention(s)
4 Neutral mention(s)
5 Negative mention(s)
0 Very Negative mention(s)
Neutral
Apollo Global Management
13 Very Positive mention(s)
1 Positive mention(s)
8 Neutral mention(s)
3 Negative mention(s)
0 Very Negative mention(s)
Positive

Summary

Apollo Global Management beats Carlyle Group on 10 of the 19 factors compared between the two stocks.

How does Carlyle Group compare to Ares Management?

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

50.0% of Ares Management shares are owned by institutional investors. Comparatively, 55.9% of Carlyle Group shares are owned by institutional investors. 34.7% of Ares Management shares are owned by insiders. Comparatively, 25.4% of Carlyle Group shares are owned by insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a stock will outperform the market over the long term.

In the previous week, Carlyle Group had 1 more articles in the media than Ares Management. MarketBeat recorded 15 mentions for Carlyle Group and 14 mentions for Ares Management. Ares Management's average media sentiment score of 0.28 beat Carlyle Group's score of 0.01 indicating that Ares Management is being referred to more favorably in the media.

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

Carlyle Group has lower revenue, but higher earnings 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
Ares Management$5.60B6.70$527.36M$2.1852.10
Carlyle Group$4.78B2.74$808.70M$0.9638.34

Ares Management currently has a consensus target price of $155.38, suggesting a potential upside of 36.79%. Carlyle Group has a consensus target price of $55.40, suggesting a potential upside of 50.50%. Given Carlyle Group's higher probable upside, analysts plainly believe Carlyle Group is more favorable than Ares Management.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Ares Management
0 Sell rating(s)
6 Hold rating(s)
12 Buy rating(s)
1 Strong Buy rating(s)
2.74
Carlyle Group
1 Sell rating(s)
8 Hold rating(s)
8 Buy rating(s)
0 Strong Buy rating(s)
2.41

Ares Management has a beta of 1.53, indicating that its stock price is 53% more volatile than the broader market. Comparatively, Carlyle Group has a beta of 1.88, indicating that its stock price is 88% more volatile than the broader market.

Ares Management pays an annual dividend of $5.40 per share and has a dividend yield of 4.8%. Carlyle Group pays an annual dividend of $1.40 per share and has a dividend yield of 3.8%. 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 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 has increased its dividend for 7 consecutive years and Carlyle Group has increased its dividend for 4 consecutive years. Ares Management is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.

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
Ares Management10.63% 25.42% 6.35%
Carlyle Group 10.08%22.52%5.62%

Summary

Ares Management beats Carlyle Group on 13 of the 20 factors compared between the two stocks.

How does Carlyle Group compare to Brookfield?

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

In the previous week, Carlyle Group had 3 more articles in the media than Brookfield. MarketBeat recorded 15 mentions for Carlyle Group and 12 mentions for Brookfield. Brookfield's average media sentiment score of 0.51 beat Carlyle Group's score of 0.01 indicating that Brookfield is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Brookfield
4 Very Positive mention(s)
2 Positive mention(s)
4 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive
Carlyle Group
1 Very Positive mention(s)
2 Positive mention(s)
4 Neutral mention(s)
5 Negative mention(s)
0 Very Negative mention(s)
Neutral

Brookfield pays an annual dividend of $0.28 per share and has a dividend yield of 0.8%. Carlyle Group pays an annual dividend of $1.40 per share and has a dividend yield of 3.8%. Brookfield pays out 50.9% of its earnings in the form of a dividend. 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 has raised its dividend for 2 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.

Brookfield has a beta of 1.56, suggesting that its stock price is 56% more volatile than the broader market. Comparatively, Carlyle Group has a beta of 1.88, suggesting that its stock price is 88% 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
Brookfield$75.10B1.20$1.31B$0.5566.97
Carlyle Group$4.78B2.74$808.70M$0.9638.34

Brookfield presently has a consensus price target of $57.40, suggesting a potential upside of 55.84%. Carlyle Group has a consensus price target of $55.40, suggesting a potential upside of 50.50%. 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
Brookfield
0 Sell rating(s)
2 Hold rating(s)
10 Buy rating(s)
1 Strong Buy rating(s)
2.92
Carlyle Group
1 Sell rating(s)
8 Hold rating(s)
8 Buy rating(s)
0 Strong Buy rating(s)
2.41

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
Brookfield1.85% 3.93% 1.22%
Carlyle Group 10.08%22.52%5.62%

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

Summary

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

How does Carlyle Group compare to Brookfield Wealth Solutions?

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

Carlyle Group currently has a consensus target price of $55.40, suggesting a potential upside of 50.50%. Given Carlyle Group's stronger consensus rating and higher probable upside, analysts clearly believe Carlyle Group is more favorable than Brookfield Wealth Solutions.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Carlyle Group
1 Sell rating(s)
8 Hold rating(s)
8 Buy rating(s)
0 Strong Buy rating(s)
2.41
Brookfield Wealth Solutions
0 Sell rating(s)
1 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
2.00

Carlyle Group has a beta of 1.88, indicating that its stock price is 88% more volatile than the broader market. Comparatively, Brookfield Wealth Solutions has a beta of 1.47, indicating that its stock price is 47% more volatile than the broader market.

Carlyle Group pays an annual dividend of $1.40 per share and has a dividend yield of 3.8%. Brookfield Wealth Solutions pays an annual dividend of $0.28 per share and has a dividend yield of 0.8%. 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 Wealth Solutions pays out 107.7% 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 increased 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 Brookfield Wealth Solutions' net margin of 0.15%. Carlyle Group's return on equity of 22.52% beat Brookfield Wealth Solutions' return on equity.

Company Net Margins Return on Equity Return on Assets
Carlyle Group10.08% 22.52% 5.62%
Brookfield Wealth Solutions 0.15%0.10%0.01%

In the previous week, Carlyle Group had 14 more articles in the media than Brookfield Wealth Solutions. MarketBeat recorded 15 mentions for Carlyle Group and 1 mentions for Brookfield Wealth Solutions. Brookfield Wealth Solutions' average media sentiment score of 1.40 beat Carlyle Group's score of 0.01 indicating that Brookfield Wealth Solutions is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Carlyle Group
1 Very Positive mention(s)
2 Positive mention(s)
4 Neutral mention(s)
5 Negative mention(s)
0 Very Negative mention(s)
Neutral
Brookfield Wealth Solutions
1 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

55.9% of Carlyle Group shares are held by institutional investors. Comparatively, 20.3% of Brookfield Wealth Solutions shares are held by institutional investors. 25.4% of Carlyle Group shares are held by insiders. Comparatively, 1.0% of Brookfield Wealth Solutions shares are held by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a company will outperform the market over the long term.

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Carlyle Group$4.78B2.74$808.70M$0.9638.34
Brookfield Wealth Solutions$11.64B1.07$766M$0.26141.69

Summary

Carlyle Group beats Brookfield Wealth Solutions on 15 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$13.22B$5.16B$13.66B$12.86B
Dividend Yield3.76%7.65%6.11%19.61%
P/E Ratio38.6630.0024.7825.22
Price / Sales4.771,135.92476.6799.68
Price / Cash6.8547.4742.3451.56
Price / Book1.903.462.725.96
Net Income$808.70M$415.07M$1.32B$380.92M
7 Day Performance-3.34%-0.62%-0.02%-3.33%
1 Month Performance-7.18%-1.25%-1.68%-5.34%
1 Year Performance-34.84%8.32%10.84%-4.58%

Carlyle Group Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
CG
Carlyle Group
4.1469 of 5 stars
$37.14
+0.9%
$55.40
+49.2%
-38.0%$13.22B$2.78B38.662,500
TPG
TPG
4.5882 of 5 stars
$44.97
+1.1%
$61.87
+37.6%
-24.1%$17.10B$3.41B68.141,900
APO
Apollo Global Management
4.5974 of 5 stars
$115.78
+0.4%
$150.36
+29.9%
-12.2%$68.12B$35.90B42.416,140
ARES
Ares Management
4.9494 of 5 stars
$117.79
+0.6%
$156.00
+32.4%
-24.8%$38.69B$5.60B54.034,250
BN
Brookfield
4.6421 of 5 stars
$37.30
+1.3%
$57.40
+53.9%
-18.7%$90.31B$75.10B67.81250,000

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This page (NASDAQ:CG) was last updated on 10/16/2026 by MarketBeat.com Staff.
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