BN
Price
$43.70
Change
-$0.02 (-0.05%)
Updated
Nov 20, 04:59 PM (EDT)
Capitalization
98.61B
77 days until earnings call
Intraday BUY SELL Signals
CG
Price
$50.79
Change
-$1.18 (-2.27%)
Updated
Nov 20, 04:59 PM (EDT)
Capitalization
18.73B
83 days until earnings call
Intraday BUY SELL Signals
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BN vs CG

Header iconBN vs CG Comparison
Open Charts BN vs CGBanner chart's image
Brookfield
Price$43.70
Change-$0.02 (-0.05%)
Volume$178.99K
Capitalization98.61B
Carlyle Group (The)
Price$50.79
Change-$1.18 (-2.27%)
Volume$85.35K
Capitalization18.73B
BN vs CG Comparison Chart in %
BN
Daily Signal:
Gain/Loss:
CG
Daily Signal:
Gain/Loss:
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VS
BN vs. CG commentary
Nov 21, 2025

To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is BN is a Hold and CG is a Hold.

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COMPARISON
Comparison
Nov 21, 2025
Stock price -- (BN: $43.73 vs. CG: $51.96)
Brand notoriety: BN and CG are both not notable
Both companies represent the Investment Managers industry
Current volume relative to the 65-day Moving Average: BN: 154% vs. CG: 76%
Market capitalization -- BN: $98.61B vs. CG: $18.73B
BN [@Investment Managers] is valued at $98.61B. CG’s [@Investment Managers] market capitalization is $18.73B. The market cap for tickers in the [@Investment Managers] industry ranges from $157.43B to $0. The average market capitalization across the [@Investment Managers] industry is $6.93B.

Long-Term Analysis

It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).

BN’s FA Score shows that 2 FA rating(s) are green whileCG’s FA Score has 1 green FA rating(s).

  • BN’s FA Score: 2 green, 3 red.
  • CG’s FA Score: 1 green, 4 red.
According to our system of comparison, both BN and CG are a good buy in the long-term.

Short-Term Analysis

It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.

If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.

BN’s TA Score shows that 3 TA indicator(s) are bullish while CG’s TA Score has 6 bullish TA indicator(s).

  • BN’s TA Score: 3 bullish, 6 bearish.
  • CG’s TA Score: 6 bullish, 2 bearish.
According to our system of comparison, CG is a better buy in the short-term than BN.

Price Growth

BN (@Investment Managers) experienced а -6.74% price change this week, while CG (@Investment Managers) price change was -5.66% for the same time period.

The average weekly price growth across all stocks in the @Investment Managers industry was -2.44%. For the same industry, the average monthly price growth was -1.98%, and the average quarterly price growth was +10.94%.

Reported Earning Dates

BN is expected to report earnings on Feb 05, 2026.

CG is expected to report earnings on Feb 11, 2026.

Industries' Descriptions

@Investment Managers (-2.44% weekly)

Investment Managers manage financial assets and other investments of clients. Management includes designing a short- or long-term strategy for buying/holding and selling of portfolio holdings. It can also include tax services and other aspects of financial planning as well. While it is perceived that the industry is faced with growing competition from robo-advisors/digital platforms and passive/ index-tracking funds, many investors still find value in actively managed in-person services that investment management companies often emphasize on. At the same time, many wealth managers are also incorporating digital initiatives/low cost options in addition to their in-person customized services. Their main sources of revenues are fees as a percentage of assets under management, in addition to a certain portion of clients’ gains from asset appreciation. BlackRock, Inc., Blackstone Group Inc and Brookfield Asset Management are some of the major investment management companies.

SUMMARIES
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FUNDAMENTALS
Fundamentals
BN($98.6B) has a higher market cap than CG($18.7B). BN has higher P/E ratio than CG: BN (142.60) vs CG (29.19). BN YTD gains are higher at: 15.133 vs. CG (5.650). CG has less debt than BN: CG (10.7B) vs BN (251B). BN has higher revenues than CG: BN (76.1B) vs CG (2.99B).
BNCGBN / CG
Capitalization98.6B18.7B527%
EBITDA30.3BN/A-
Gain YTD15.1335.650268%
P/E Ratio142.6029.19489%
Revenue76.1B2.99B2,547%
Total CashN/AN/A-
Total Debt251B10.7B2,346%
FUNDAMENTALS RATINGS
BN vs CG: Fundamental Ratings
BN
CG
OUTLOOK RATING
1..100
163
VALUATION
overvalued / fair valued / undervalued
1..100
34
Fair valued
26
Undervalued
PROFIT vs RISK RATING
1..100
2146
SMR RATING
1..100
8649
PRICE GROWTH RATING
1..100
5160
P/E GROWTH RATING
1..100
2699
SEASONALITY SCORE
1..100
5085

Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.

CG's Valuation (26) in the Investment Managers industry is in the same range as BN (34). This means that CG’s stock grew similarly to BN’s over the last 12 months.

BN's Profit vs Risk Rating (21) in the Investment Managers industry is in the same range as CG (46). This means that BN’s stock grew similarly to CG’s over the last 12 months.

CG's SMR Rating (49) in the Investment Managers industry is somewhat better than the same rating for BN (86). This means that CG’s stock grew somewhat faster than BN’s over the last 12 months.

BN's Price Growth Rating (51) in the Investment Managers industry is in the same range as CG (60). This means that BN’s stock grew similarly to CG’s over the last 12 months.

BN's P/E Growth Rating (26) in the Investment Managers industry is significantly better than the same rating for CG (99). This means that BN’s stock grew significantly faster than CG’s over the last 12 months.

TECHNICAL ANALYSIS
Technical Analysis
BNCG
RSI
ODDS (%)
N/A
Bullish Trend 2 days ago
67%
Stochastic
ODDS (%)
Bullish Trend 2 days ago
71%
Bullish Trend 2 days ago
72%
Momentum
ODDS (%)
Bearish Trend 2 days ago
49%
Bullish Trend 2 days ago
64%
MACD
ODDS (%)
Bearish Trend 2 days ago
53%
Bullish Trend 2 days ago
72%
TrendWeek
ODDS (%)
Bearish Trend 2 days ago
58%
Bearish Trend 2 days ago
68%
TrendMonth
ODDS (%)
Bearish Trend 2 days ago
54%
Bearish Trend 2 days ago
70%
Advances
ODDS (%)
Bullish Trend 2 days ago
69%
Bullish Trend 2 days ago
71%
Declines
ODDS (%)
Bearish Trend 17 days ago
64%
Bearish Trend 4 days ago
67%
BollingerBands
ODDS (%)
Bullish Trend 2 days ago
81%
Bullish Trend 2 days ago
70%
Aroon
ODDS (%)
Bearish Trend 2 days ago
77%
Bearish Trend 2 days ago
69%
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BN
Daily Signal:
Gain/Loss:
CG
Daily Signal:
Gain/Loss:
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BN and

Correlation & Price change

A.I.dvisor indicates that over the last year, BN has been closely correlated with BAM. These tickers have moved in lockstep 86% of the time. This A.I.-generated data suggests there is a high statistical probability that if BN jumps, then BAM could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To BN
1D Price
Change %
BN100%
+0.69%
BAM - BN
86%
Closely correlated
+1.54%
JHG - BN
82%
Closely correlated
+0.64%
KKR - BN
81%
Closely correlated
+2.91%
BX - BN
79%
Closely correlated
+1.55%
APO - BN
79%
Closely correlated
+2.32%
More