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QQQ   445.61 (+1.51%)
AAPL   179.66 (-0.60%)
MSFT   415.50 (+0.45%)
META   502.30 (+2.48%)
GOOGL   137.14 (-0.95%)
AMZN   178.22 (+0.83%)
TSLA   202.64 (+0.38%)
NVDA   822.79 (+4.00%)
NIO   5.77 (+0.35%)
AMD   202.64 (+5.25%)
BABA   74.63 (+0.81%)
T   17.00 (+0.41%)
F   12.45 (+0.08%)
MU   95.15 (+5.01%)
CGC   3.21 (-2.43%)
GE   158.67 (+1.13%)
DIS   111.93 (+0.31%)
AMC   4.36 (+0.93%)
PFE   26.58 (+0.08%)
PYPL   60.54 (+0.33%)
XOM   105.78 (+1.21%)
QQQ   445.61 (+1.51%)
AAPL   179.66 (-0.60%)
MSFT   415.50 (+0.45%)
META   502.30 (+2.48%)
GOOGL   137.14 (-0.95%)
AMZN   178.22 (+0.83%)
TSLA   202.64 (+0.38%)
NVDA   822.79 (+4.00%)
NIO   5.77 (+0.35%)
AMD   202.64 (+5.25%)
BABA   74.63 (+0.81%)
T   17.00 (+0.41%)
F   12.45 (+0.08%)
MU   95.15 (+5.01%)
CGC   3.21 (-2.43%)
GE   158.67 (+1.13%)
DIS   111.93 (+0.31%)
AMC   4.36 (+0.93%)
PFE   26.58 (+0.08%)
PYPL   60.54 (+0.33%)
XOM   105.78 (+1.21%)
QQQ   445.61 (+1.51%)
AAPL   179.66 (-0.60%)
MSFT   415.50 (+0.45%)
META   502.30 (+2.48%)
GOOGL   137.14 (-0.95%)
AMZN   178.22 (+0.83%)
TSLA   202.64 (+0.38%)
NVDA   822.79 (+4.00%)
NIO   5.77 (+0.35%)
AMD   202.64 (+5.25%)
BABA   74.63 (+0.81%)
T   17.00 (+0.41%)
F   12.45 (+0.08%)
MU   95.15 (+5.01%)
CGC   3.21 (-2.43%)
GE   158.67 (+1.13%)
DIS   111.93 (+0.31%)
AMC   4.36 (+0.93%)
PFE   26.58 (+0.08%)
PYPL   60.54 (+0.33%)
XOM   105.78 (+1.21%)

The Carlyle Group (CG) Competitors

$45.61
-0.24 (-0.52%)
(As of 03/1/2024 ET)

CG vs. BAM, BEN, TPG, MORN, HLI, OWL, IVZ, EVR, HLNE, and JHG

Should you be buying The Carlyle Group stock or one of its competitors? The main competitors of The Carlyle Group include Brookfield Asset Management (BAM), Franklin Resources (BEN), TPG (TPG), Morningstar (MORN), Houlihan Lokey (HLI), Blue Owl Capital (OWL), Invesco (IVZ), Evercore (EVR), Hamilton Lane (HLNE), and Janus Henderson Group (JHG). These companies are all part of the "investment advice" industry.

The Carlyle Group vs.

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

The Carlyle Group has a beta of 1.77, meaning that its share price is 77% more volatile than the S&P 500. Comparatively, Brookfield Asset Management has a beta of 1.79, meaning that its share price is 79% more volatile than the S&P 500.

In the previous week, The Carlyle Group had 8 more articles in the media than Brookfield Asset Management. MarketBeat recorded 13 mentions for The Carlyle Group and 5 mentions for Brookfield Asset Management. Brookfield Asset Management's average media sentiment score of 1.21 beat The Carlyle Group's score of 1.15 indicating that Brookfield Asset Management is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
The Carlyle Group
5 Very Positive mention(s)
1 Positive mention(s)
3 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Brookfield Asset Management
4 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Brookfield Asset Management has a net margin of 50.23% compared to The Carlyle Group's net margin of -20.53%. Brookfield Asset Management's return on equity of 53.03% beat The Carlyle Group's return on equity.

Company Net Margins Return on Equity Return on Assets
The Carlyle Group-20.53% 19.74% 5.99%
Brookfield Asset Management 50.23%53.03%35.52%

The Carlyle Group received 41 more outperform votes than Brookfield Asset Management when rated by MarketBeat users. However, 66.38% of users gave Brookfield Asset Management an outperform vote while only 57.06% of users gave The Carlyle Group an outperform vote.

CompanyUnderperformOutperform
The Carlyle GroupOutperform Votes
574
57.06%
Underperform Votes
432
42.94%
Brookfield Asset ManagementOutperform Votes
533
66.38%
Underperform Votes
270
33.62%

The Carlyle Group pays an annual dividend of $1.40 per share and has a dividend yield of 3.1%. Brookfield Asset Management pays an annual dividend of $1.28 per share and has a dividend yield of 3.1%. The Carlyle Group pays out -82.8% of its earnings in the form of a dividend. Brookfield Asset Management pays out 113.3% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future.

55.9% of The Carlyle Group shares are held by institutional investors. Comparatively, 61.9% of Brookfield Asset Management shares are held by institutional investors. 27.0% of The Carlyle Group shares are held by company insiders. Comparatively, 11.0% of Brookfield Asset Management shares are held by company 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.

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
The Carlyle Group$2.96B5.60-$608.40M-$1.69-27.13
Brookfield Asset Management$4.06B4.14$2.14B$1.1336.07

The Carlyle Group presently has a consensus price target of $41.93, indicating a potential downside of 8.55%. Brookfield Asset Management has a consensus price target of $42.20, indicating a potential upside of 3.53%. Given Brookfield Asset Management's stronger consensus rating and higher possible upside, analysts clearly believe Brookfield Asset Management is more favorable than The Carlyle Group.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
The Carlyle Group
1 Sell rating(s)
6 Hold rating(s)
6 Buy rating(s)
0 Strong Buy rating(s)
2.38
Brookfield Asset Management
1 Sell rating(s)
3 Hold rating(s)
5 Buy rating(s)
1 Strong Buy rating(s)
2.60

Summary

Brookfield Asset Management beats The Carlyle Group on 15 of the 21 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

MetricThe Carlyle GroupInvestment advice IndustryFinance SectorNASDAQ Exchange
Market Cap$16.31B$8.78B$8.08B$7.50B
Dividend Yield3.11%24.94%10.45%3.88%
P/E Ratio-27.1317.5356.7913.66
Price / Sales5.604.423,594.54171.36
Price / Cash10.0628.5429.2454.94
Price / Book2.873.632.604.66
Net Income-$608.40M$370.93M$803.44M$211.48M
7 Day Performance2.71%0.49%0.14%2.63%
1 Month Performance12.99%1.35%0.12%5.46%
1 Year Performance33.21%32.79%5.09%8.67%

The Carlyle Group Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
BAM
Brookfield Asset Management
4.5578 of 5 stars
$40.96
-0.2%
$42.20
+3.0%
+21.2%$16.92B$4.06B36.252,500Positive News
BEN
Franklin Resources
4.4916 of 5 stars
$27.09
+1.3%
$27.05
-0.1%
-6.9%$14.26B$7.85B14.269,200Short Interest ↑
TPG
TPG
4.0119 of 5 stars
$44.19
+0.7%
$39.04
-11.7%
+34.3%$13.67B$2.39B-1,104.471,110Insider Selling
High Trading Volume
MORN
Morningstar
3.3553 of 5 stars
$295.19
-0.1%
$320.00
+8.4%
+44.0%$12.60B$2.04B90.0012,224Analyst Upgrade
Insider Selling
News Coverage
HLI
Houlihan Lokey
4.7624 of 5 stars
$129.56
-1.1%
$123.33
-4.8%
+34.4%$8.95B$1.81B32.152,610Short Interest ↓
OWL
Blue Owl Capital
3.3333 of 5 stars
$17.99
+0.7%
$16.23
-9.8%
+45.5%$25.35B$1.73B179.92685Analyst Report
IVZ
Invesco
4.6703 of 5 stars
$15.40
+2.1%
$17.15
+11.4%
-12.8%$6.92B$5.72B-20.818,500Short Interest ↑
EVR
Evercore
4.6295 of 5 stars
$183.09
+0.5%
$168.25
-8.1%
+42.6%$6.90B$2.43B28.882,195Short Interest ↓
HLNE
Hamilton Lane
4.3515 of 5 stars
$116.95
+0.2%
$102.33
-12.5%
+47.6%$6.32B$528.75M35.98600Dividend Announcement
Short Interest ↑
Positive News
JHG
Janus Henderson Group
3.5258 of 5 stars
$31.06
+0.3%
$26.93
-13.3%
+13.5%$5.15B$2.10B13.112,200Analyst Upgrade
Short Interest ↑

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This page (NASDAQ:CG) was last updated on 3/1/2024 by MarketBeat.com Staff