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BN vs CG
Which Stock Would AI Choose? Brookfield Corporation (BN) vs. The Carlyle Group (CG) Stock Comparison
Key Takeaways
- BN operates a diversified platform spanning asset management, real assets, credit, and insurance, giving it broad, countercyclical revenue streams.
- CG is a focused alternative asset manager in private equity, global credit, and secondaries, with a smaller but rapidly scaling fee base.
- Brookfield has emphasized AI infrastructure and insurance expansion as growth catalysts, while Carlyle has leaned on realizations and AlpInvest-driven fundraising.
- Carlyle reported record second-quarter fee-related earnings and its highest distributable earnings in years, despite first-quarter investment losses.
- Recent market positioning favors Brookfield's steadier earnings trajectory, while Carlyle offers a more leveraged, deal-sensitive profile.
Introduction
Investors weighing alternative asset managers often compare diversified franchises against focused specialists, which is precisely the distinction between BN and CG. Brookfield Corporation blends asset management, real assets, credit, and insurance, while The Carlyle Group concentrates on private equity, global credit, and its AlpInvest secondaries platform. This stock comparison is relevant for traders and long-term investors seeking to understand how business-model breadth, earnings stability, and growth catalysts translate into relative performance and market positioning.
BN Overview and Recent Performance
Brookfield Corporation (BN) is a global alternative asset manager and owner-operator with substantial exposure to real estate, infrastructure, renewable energy, private equity, credit, and a growing insurance and wealth-solutions arm. In recent quarters, the company reported distributable earnings before realizations of roughly $1.4 billion, up about 15% per share year over year, supported by record fundraising and higher fee-related earnings (the recurring income generated from managing client capital). Fee-bearing capital rose approximately 19% to more than $670 billion.
Sentiment has been reinforced by several catalysts. Brookfield completed its acquisition of Oaktree, broadening its credit platform, and closed the purchase of U.K.-based Just Group, lifting insurance assets above $190 billion. Management has also highlighted AI infrastructure as a major opportunity, including a planned large-scale AI campus development in Kentucky. A three-for-two stock split completed in late 2025 improved share accessibility, and the company continues to repurchase its own and affiliated shares, signaling confidence in perceived value.
CG Overview and Recent Performance
The Carlyle Group (CG) is a global investment firm that deploys private capital across three segments: Global Private Equity, Global Credit, and Carlyle AlpInvest, its secondaries and co-investment business. Assets under management (AUM) — the total market value of client assets the firm oversees — reached approximately $485 billion by mid-2026. Recent results have been mixed on a GAAP basis but strong operationally: the firm posted a net loss in the first quarter due to an investment loss, yet generated fee-related earnings of about $300 million and distributable earnings of $327 million.
The second quarter marked an inflection, with record fee-related earnings and the highest distributable earnings in nearly four years. Carlyle has emphasized returning capital to investors, distributing close to $7 billion in a single quarter and roughly $37 billion over the trailing year, led by record U.S. buyout realizations. Fundraising has been driven by AlpInvest and global credit, and the firm entered recent periods with a record level of uninvested capital (often called "dry powder").
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Head-to-Head Comparison
The clearest contrast between BN and CG lies in business-model breadth. Brookfield's mix of asset management, operating businesses, credit, and insurance produces steadier, more diversified distributable earnings and an explicit focus on long-duration assets such as infrastructure, energy, and data centers. Carlyle, by contrast, is more directly exposed to deal activity: realizations, transaction fees, and carried interest (the profit share earned when investments perform well) can swing results from quarter to quarter.
Growth drivers also differ. Brookfield is leaning into AI infrastructure, insurance expansion, and structural simplification across its listed affiliates. Carlyle's momentum is tied to fundraising velocity in AlpInvest and credit, plus a recovering realization cycle in private equity. On risk, Carlyle carries greater sensitivity to capital-markets volatility and exit timing, while Brookfield faces exposure to real estate cyclicality and integration complexity. Sector exposure reinforces the trade-off: Brookfield skews toward hard assets and recurring fee streams, while Carlyle skews toward performance fees and private-markets sentiment.
Tickeron AI Verdict
Based on observable factors such as trend consistency, earnings stability, and the durability of catalysts, Tickeron's AI would likely favor BN in the current environment. Brookfield's more diversified revenue base, accelerating fee-related earnings, and structural tailwinds from AI infrastructure and insurance suggest a steadier trend profile with fewer single-quarter swings. Carlyle's stronger recent realizations and record fee-related earnings are compelling, but its results remain more sensitive to deal timing and investment-market sentiment. In probabilistic terms, the AI would likely assign Brookfield a higher relative positioning score on stability and trend consistency, while viewing Carlyle as a higher-beta opportunity tied to a continued private-markets recovery.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer.
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.
BN in -1.13% downward trend, sliding for three consecutive days on October 13, 2026
Moving lower for three straight days is viewed as a bearish sign. Keep an eye on this stock for future declines. Considering data from situations where BN declined for three days, in 197 of 294 cases, the price declined further within the following month. The odds of a continued downward trend are 67%.
Technical Analysis (Indicators)
Bearish Trend Analysis
The Stochastic Oscillator demonstrated that the ticker has stayed in the overbought zone for 3 days. The longer the ticker stays in the overbought zone, the sooner a price pull-back is expected.
The Aroon Indicator for BN entered a downward trend on October 12, 2026. This could indicate a strong downward move is ahead for the stock. Traders may want to consider selling the stock or buying put options.
Bullish Trend Analysis
The RSI Indicator points to a transition from a downward trend to an upward trend -- in cases where BN's RSI Oscillator exited the oversold zone, 22 of 26 resulted in an increase in price. Tickeron's analysis proposes that the odds of a continued upward trend are 85%.
The Momentum Indicator moved above the 0 level on October 08, 2026. You may want to consider a long position or call options on BN as a result. In 60 of 80 past instances where the momentum indicator moved above 0, the stock continued to climb. The odds of a continued upward trend are 75%.
The Moving Average Convergence Divergence (MACD) for BN just turned positive on September 29, 2026. Looking at past instances where BN's MACD turned positive, the stock continued to rise in 28 of 47 cases over the following month. The odds of a continued upward trend are 60%.
Following a +1.26% 3-day Advance, the price is estimated to grow further. Considering data from situations where BN advanced for three days, in 232 of 348 cases, the price rose further within the following month. The odds of a continued upward trend are 67%.
BN may jump back above the lower band and head toward the middle band. Traders may consider buying the stock or exploring call options.
Fundamental Analysis (Ratings)
The Tickeron Profit vs. Risk Rating rating for this company is 61 (best 1 - 100 worst), indicating well-balanced risk and returns. The average Profit vs. Risk Rating rating for the industry is 82, placing this stock slightly better than average.
The Tickeron Price Growth Rating for this company is 72 (best 1 - 100 worst), indicating slightly worse than average price growth. BN’s price grows at a lower rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron Valuation Rating of 77 (best 1 - 100 worst) indicates that the company is slightly overvalued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: P/B Ratio (1.906) is normal, around the industry mean (3.263). BN has a moderately high P/E Ratio (67.167) as compared to the industry average of (27.022). Projected Growth (PEG Ratio) (0.110) is also within normal values, averaging (1.319). BN has a moderately low Dividend Yield (0.007) as compared to the industry average of (0.081). P/S Ratio (1.135) is also within normal values, averaging (15.860).
The Tickeron SMR rating for this company is 88 (best 1 - 100 worst), indicating weak sales and an unprofitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.
The Tickeron PE Growth Rating for this company is 95 (best 1 - 100 worst), pointing to worse than average earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.
The Tickeron Seasonality Score of 95 (best 1 - 100 worst) indicates that the company is significantly overvalued in the industry. The Tickeron Seasonality score describes the variance of predictable price changes around the same period every calendar year. These changes can be tied to a specific month, quarter, holiday or vacation period, as well as a meteorological or growing season.
CG in downward trend: price dove below 50-day moving average on September 08, 2026
CG moved below its 50-day moving average on September 08, 2026 date and that indicates a change from an upward trend to a downward trend. In 27 of 33 similar past instances, the stock price decreased further within the following month. The odds of a continued downward trend are 82%.
Technical Analysis (Indicators)
Bearish Trend Analysis
The Momentum Indicator moved below the 0 level on October 02, 2026. You may want to consider selling the stock, shorting the stock, or exploring put options on CG as a result. In 57 of 77 cases where the Momentum Indicator fell below 0, the stock fell further within the subsequent month. The odds of a continued downward trend are 74%.
The 10-day moving average for CG crossed bearishly below the 50-day moving average on September 11, 2026. This indicates that the trend has shifted lower and could be considered a sell signal. In 9 of 12 past instances when the 10-day crossed below the 50-day, the stock continued to move higher over the following month. The odds of a continued downward trend are 75%.
Following a 3-day decline, the stock is projected to fall further. Considering past instances where CG declined for three days, the price rose further in 50 of 62 cases within the following month. The odds of a continued downward trend are 72%.
The Aroon Indicator for CG entered a downward trend on October 13, 2026. This could indicate a strong downward move is ahead for the stock. Traders may want to consider selling the stock or buying put options.
Bullish Trend Analysis
The RSI Indicator entered the oversold zone -- be on the watch for CG's price rising or consolidating in the future. That's also the time to consider buying the stock or exploring call options.
The Stochastic Oscillator shows that the ticker has stayed in the oversold zone for 5 days. The price of this ticker is presumed to bounce back soon, since the longer the ticker stays in the oversold zone, the more promptly an upward trend is expected.
The Moving Average Convergence Divergence (MACD) for CG just turned positive on October 01, 2026. Looking at past instances where CG's MACD turned positive, the stock continued to rise in 33 of 45 cases over the following month. The odds of a continued upward trend are 73%.
Following a +1.64% 3-day Advance, the price is estimated to grow further. Considering data from situations where CG advanced for three days, in 241 of 350 cases, the price rose further within the following month. The odds of a continued upward trend are 69%.
CG may jump back above the lower band and head toward the middle band. Traders may consider buying the stock or exploring call options.
Fundamental Analysis (Ratings)
The Tickeron PE Growth Rating for this company is 6 (best 1 - 100 worst), pointing to outstanding earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.
The Tickeron Valuation Rating of 12 (best 1 - 100 worst) indicates that the company is seriously undervalued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: P/B Ratio (2.687) is normal, around the industry mean (3.263). P/E Ratio (41.156) is within average values for comparable stocks, (27.022). Projected Growth (PEG Ratio) (0.646) is also within normal values, averaging (1.319). Dividend Yield (0.035) settles around the average of (0.081) among similar stocks. P/S Ratio (5.356) is also within normal values, averaging (15.860).
The Tickeron Seasonality Score of 50 (best 1 - 100 worst) indicates that the company is fair valued in the industry. The Tickeron Seasonality score describes the variance of predictable price changes around the same period every calendar year. These changes can be tied to a specific month, quarter, holiday or vacation period, as well as a meteorological or growing season.
The Tickeron SMR rating for this company is 59 (best 1 - 100 worst), indicating strong sales and a profitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.
The Tickeron Price Growth Rating for this company is 77 (best 1 - 100 worst), indicating slightly worse than average price growth. CG’s price grows at a lower rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron Profit vs. Risk Rating rating for this company is 100 (best 1 - 100 worst), indicating that the returns do not compensate for the risks. CG’s unstable profits reported over time resulted in significant Drawdowns within these last five years. A stable profit reduces stock drawdown and volatility. The average Profit vs. Risk Rating rating for the industry is 82, placing this stock worse than average.
BN | CG | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 12 | 56 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 77 Overvalued | 12 Undervalued | |
PROFIT vs RISK RATING 1..100 | 61 | 100 | |
SMR RATING 1..100 | 88 | 59 | |
PRICE GROWTH RATING 1..100 | 72 | 77 | |
P/E GROWTH RATING 1..100 | 95 | 6 | |
SEASONALITY SCORE 1..100 | 90 | 50 |
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 (12) in the Investment Managers industry is somewhat better than the same rating for BN (77). This means that CG’s stock grew somewhat faster than BN’s over the last 12 months.
BN's Profit vs Risk Rating (61) in the Investment Managers industry is somewhat better than the same rating for CG (100). This means that BN’s stock grew somewhat faster than CG’s over the last 12 months.
CG's SMR Rating (59) in the Investment Managers industry is in the same range as BN (88). This means that CG’s stock grew similarly to BN’s over the last 12 months.
BN's Price Growth Rating (72) in the Investment Managers industry is in the same range as CG (77). This means that BN’s stock grew similarly to CG’s over the last 12 months.
CG's P/E Growth Rating (6) in the Investment Managers industry is significantly better than the same rating for BN (95). This means that CG’s stock grew significantly faster than BN’s over the last 12 months.
| BN | CG | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 85% | 2 days ago 90% |
| Stochastic ODDS (%) | 2 days ago 63% | 2 days ago 73% |
| Momentum ODDS (%) | 2 days ago 75% | 2 days ago 74% |
| MACD ODDS (%) | 2 days ago 60% | 2 days ago 73% |
| TrendWeek ODDS (%) | 2 days ago 64% | 2 days ago 74% |
| TrendMonth ODDS (%) | 2 days ago 59% | 2 days ago 73% |
| Advances ODDS (%) | 13 days ago 67% | 6 days ago 69% |
| Declines ODDS (%) | 2 days ago 67% | 2 days ago 72% |
| BollingerBands ODDS (%) | 6 days ago 77% | 2 days ago 76% |
| Aroon ODDS (%) | 2 days ago 53% | 2 days ago 70% |
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 overvalued. 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 0 FA rating(s) are green while CG’s FA Score has 2 green FA rating(s).
- BN’s FA Score: 0 green, 5 red.
- CG’s FA Score: 2 green, 3 red.
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 5 TA indicator(s) are bullish while CG’s TA Score has 5 bullish TA indicator(s).
- BN’s TA Score: 5 bullish, 3 bearish.
- CG’s TA Score: 5 bullish, 5 bearish.
Price Growth
BN (@Investment Managers) experienced а -1.66% price change this week, while CG (@Investment Managers) price change was -4.22% for the same time period.
The average weekly price growth across all stocks in the @Investment Managers industry was -3.81%. For the same industry, the average monthly price growth was -3.19%, and the average quarterly price growth was -4.33%.
Reported Earning Dates
BN is expected to report earnings on Nov 12, 2026.
CG is expected to report earnings on Nov 05, 2026.
Industries' Descriptions
@Investment Managers (-3.81% 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.
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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 85% 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.
CG and
Correlation & Price change
A.I.dvisor indicates that over the last year, CG has been closely correlated with TPG. These tickers have moved in lockstep 79% of the time. This A.I.-generated data suggests there is a high statistical probability that if CG jumps, then TPG could also see price increases.