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BN vs CG
Which Stock Would AI Choose? Brookfield Corporation (BN) vs. The Carlyle Group (CG) Stock Comparison
Key Takeaways
- Brookfield Corporation (BN) operates as a global alternative asset manager with diversified exposure across real estate, infrastructure, and private equity, while The Carlyle Group (CG) focuses primarily on private equity, credit, and investment solutions.
- In recent market activity, BN shares have traded in a relatively contained range amid corporate simplification efforts and acquisitions, whereas CG reported a strong Q2 2026 earnings beat driven by higher fee-related earnings and deal activity.
- BN maintains a larger scale with broader geographic reach and ongoing share repurchase programs, while CG offers a higher dividend yield and has shown stronger year-to-date price performance.
- Both companies benefit from alternative asset management trends, but BN faces exposure to infrastructure and energy transitions, whereas CG emphasizes credit and private equity realizations.
- Recent sentiment for BN reflects cautious positioning ahead of its Q2 results, while CG experienced positive momentum following its earnings release.
- Relative performance highlights trade-offs in scale versus growth momentum, with analysts maintaining generally constructive ratings on both.
Introduction
Brookfield Corporation (BN) and The Carlyle Group (CG) represent two prominent players in the alternative asset management sector, making them relevant for comparison among institutional investors, portfolio managers, and traders seeking exposure to private markets. This analysis examines their business models, recent stock behavior, and key differentiating factors in the current market environment. Investors focused on relative performance, sector dynamics, and growth drivers in alternatives may find this side-by-side review useful for understanding positioning and potential trade-offs.
BN Overview and Recent Performance
Brookfield Corporation (BN) is a leading global asset manager with operations spanning real estate, infrastructure, renewable energy, and private equity. In recent weeks, the stock has exhibited measured movement within a defined trading range, influenced by broader market volatility and sector rotation. Key developments include the completion of the Oaktree acquisition, which expands its credit platform, and continued progress on corporate structure simplification. Q1 2026 results highlighted growth in distributable earnings and asset management fees, supporting a constructive backdrop. Investor sentiment has remained balanced, with analysts issuing Buy ratings and price targets in the mid-to-high $50 range, reflecting expectations around upcoming Q2 2026 earnings.
CG Overview and Recent Performance
The Carlyle Group (CG) is a global investment firm specializing in private equity, credit strategies, and investment solutions. Recent market activity has featured positive momentum following its Q2 2026 earnings release on August 5, which included an EPS beat and revenue growth year-over-year. Fee-related earnings rose, supported by pick-up in fees and select deal realizations. The stock has delivered stronger year-to-date gains compared with broader benchmarks in recent periods, aided by its dividend profile. Sentiment has been supported by these results, though the firm continues to navigate private credit market conditions and realization timelines.
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Head-to-Head Comparison
Brookfield Corporation (BN) and The Carlyle Group (CG) differ in scale and focus: BN commands a larger asset base with diversified infrastructure and real assets exposure, while CG centers on private equity and credit with a more concentrated approach. Growth drivers for BN include ongoing acquisitions and renewable energy investments, contrasting with CG’s emphasis on fee income from realizations and credit strategies. Recent momentum has favored CG following its earnings beat, whereas BN has seen steadier but contained trading ahead of its own results. Risk factors include interest rate sensitivity for both, with BN additionally exposed to large-scale project execution and CG to private market liquidity. Sector exposure positions BN more heavily in infrastructure, while CG maintains broader private equity tilt. Market sentiment remains constructive for both, with trade-offs centered on BN’s scale and stability versus CG’s dividend yield and recent earnings-driven upside.
Tickeron AI Verdict
Based on observable factors such as trend consistency, earnings delivery, and relative positioning, Tickeron’s AI models indicate a probabilistic preference for The Carlyle Group (CG) in the near term. CG’s recent Q2 results demonstrated stronger fee momentum and a clear earnings beat, supporting more consistent short-term signals compared with BN’s pre-earnings consolidation phase. However, BN’s larger scale and diversification could provide greater stability over longer horizons. This assessment reflects current data patterns rather than definitive outcomes.
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 StrongBuy.
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 0 FA rating(s) are green whileCG’s FA Score has 1 green FA rating(s).
- BN’s FA Score: 0 green, 5 red.
- CG’s FA Score: 1 green, 4 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 6 TA indicator(s) are bullish while CG’s TA Score has 5 bullish TA indicator(s).
- BN’s TA Score: 6 bullish, 5 bearish.
- CG’s TA Score: 5 bullish, 4 bearish.
Price Growth
BN (@Investment Managers) experienced а +2.57% price change this week, while CG (@Investment Managers) price change was +5.18% for the same time period.
The average weekly price growth across all stocks in the @Investment Managers industry was +0.57%. For the same industry, the average monthly price growth was +2.56%, and the average quarterly price growth was +1.90%.
Reported Earning Dates
BN is expected to report earnings on Nov 12, 2026.
CG is expected to report earnings on Nov 10, 2026.
Industries' Descriptions
@Investment Managers (+0.57% 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.
| BN | CG | BN / CG | |
| Capitalization | 111B | 18.3B | 607% |
| EBITDA | 33.1B | N/A | - |
| Gain YTD | -1.371 | -11.821 | 12% |
| P/E Ratio | 83.54 | 53.55 | 156% |
| Revenue | 75.7B | 2.9B | 2,611% |
| Total Cash | N/A | N/A | - |
| Total Debt | 264B | 14.6B | 1,808% |
BN | CG | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 29 | 35 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 88 Overvalued | 73 Overvalued | |
PROFIT vs RISK RATING 1..100 | 34 | 74 | |
SMR RATING 1..100 | 89 | 70 | |
PRICE GROWTH RATING 1..100 | 58 | 59 | |
P/E GROWTH RATING 1..100 | 91 | 6 | |
SEASONALITY SCORE 1..100 | 50 | 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 (73) 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 Profit vs Risk Rating (34) in the Investment Managers industry is somewhat better than the same rating for CG (74). This means that BN’s stock grew somewhat faster than CG’s over the last 12 months.
CG's SMR Rating (70) in the Investment Managers industry is in the same range as BN (89). This means that CG’s stock grew similarly to BN’s over the last 12 months.
BN's Price Growth Rating (58) in the Investment Managers industry is in the same range as CG (59). 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 (91). This means that CG’s stock grew significantly faster than BN’s over the last 12 months.
| BN | CG | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 84% | 2 days ago 72% |
| Stochastic ODDS (%) | 2 days ago 62% | 2 days ago 79% |
| Momentum ODDS (%) | 2 days ago 66% | 2 days ago 76% |
| MACD ODDS (%) | 2 days ago 70% | N/A |
| TrendWeek ODDS (%) | 2 days ago 67% | 2 days ago 71% |
| TrendMonth ODDS (%) | 2 days ago 61% | 2 days ago 67% |
| Advances ODDS (%) | 4 days ago 67% | 4 days ago 69% |
| Declines ODDS (%) | 9 days ago 66% | 8 days ago 71% |
| BollingerBands ODDS (%) | 2 days ago 64% | 2 days ago 59% |
| Aroon ODDS (%) | 2 days ago 73% | 2 days ago 65% |
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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.