CG vs. BAM, TPG, BEN, MORN, HLI, EVR, OWL, IVZ, HLNE, and AMG
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), TPG (TPG), Franklin Resources (BEN), Morningstar (MORN), Houlihan Lokey (HLI), Evercore (EVR), Blue Owl Capital (OWL), Invesco (IVZ), Hamilton Lane (HLNE), and Affiliated Managers Group (AMG). These companies are all part of the "investment advice" industry.
The Carlyle Group (NASDAQ:CG) and Brookfield Asset Management (NYSE:BAM) are both large-cap finance companies, but which is the superior stock? We will compare the two companies based on the strength of their media sentiment, analyst recommendations, profitability, earnings, dividends, valuation, risk, institutional ownership and community ranking.
The Carlyle Group pays an annual dividend of $1.40 per share and has a dividend yield of 3.0%. Brookfield Asset Management pays an annual dividend of $1.52 per share and has a dividend yield of 3.8%. The Carlyle Group pays out -82.8% of its earnings in the form of a dividend. Brookfield Asset Management pays out 134.5% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future.
The Carlyle Group has a beta of 1.79, indicating that its share price is 79% more volatile than the S&P 500. Comparatively, Brookfield Asset Management has a beta of 1.68, indicating that its share price is 68% more volatile than the S&P 500.
The Carlyle Group currently has a consensus price target of $43.07, suggesting a potential downside of 6.59%. Brookfield Asset Management has a consensus price target of $42.20, suggesting a potential upside of 6.30%. Given Brookfield Asset Management's stronger consensus rating and higher possible upside, analysts plainly believe Brookfield Asset Management is more favorable than The Carlyle Group.
The Carlyle Group received 42 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 57.04% of users gave The Carlyle Group an outperform vote.
55.9% of The Carlyle Group shares are held by institutional investors. Comparatively, 68.4% 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 hedge funds, endowments and large money managers 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.
In the previous week, The Carlyle Group had 11 more articles in the media than Brookfield Asset Management. MarketBeat recorded 14 mentions for The Carlyle Group and 3 mentions for Brookfield Asset Management. Brookfield Asset Management's average media sentiment score of 1.54 beat The Carlyle Group's score of 0.34 indicating that Brookfield Asset Management is being referred to more favorably in the news media.
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 96.43% beat The Carlyle Group's return on equity.
Summary
Brookfield Asset Management beats The Carlyle Group on 14 of the 21 factors compared between the two stocks.
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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.
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.
The Carlyle Group Competitors List
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