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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) combines alternative asset management, wealth solutions, and direct operating businesses across real estate, infrastructure, and renewable power.
- The Carlyle Group (CG) is a global private markets manager increasingly weighted toward credit, secondaries, and insurance-linked assets.
- BN has shown steadier relative performance, supported by record distributable earnings and strong fundraising, while CG's recent momentum has been tempered by a quarterly earnings miss.
- Both firms benefit from rising institutional allocations to alternatives, but CG carries a higher market beta (a measure of volatility versus the broader market).
- CG offers recurring fee-growth and a valuation discount to consensus targets, while BN offers a more diversified, asset-heavy earnings base.
Introduction
Alternative asset managers are drawing renewed attention as investors weigh recurring fee income against the cyclical nature of deal realizations. This stock comparison examines BN and CG, two large-cap names with distinct business models. Brookfield Corporation pairs a scaled asset-management franchise with direct ownership of hard assets, while The Carlyle Group is a traditional private-markets manager pivoting toward more durable credit and insurance-driven revenue. The comparison is most relevant to investors assessing relative performance, growth durability, and market positioning within the alternatives sector.
BN Overview and Recent Performance
Brookfield Corporation (BN) is a Canada-based global investment firm operating three core businesses: alternative asset management, wealth solutions (including its stake in Brookfield Reinsurance), and direct operating businesses spanning renewable power, infrastructure, real estate, and private equity.
In recent weeks, BN has demonstrated resilient relative performance. The company reported record distributable earnings of roughly $5.4 billion for its fiscal year, up about 11% year over year, driven by $112 billion in fresh inflows and fee-bearing capital that climbed to approximately $603 billion. Its wealth solutions segment grew earnings about 24%, supported by annuity sales and an insurance asset base near $143 billion. Management also highlighted a record $188 billion in deployable liquidity, a 17% dividend increase, and plans to simplify its corporate structure by folding its insurance entity back into the parent. These factors have supported sentiment and reinforced BN's reputation for consistent, long-term compounding.
CG Overview and Recent Performance
The Carlyle Group (CG) is a Washington, D.C.-based global private-markets manager spanning private equity, global credit, and investment solutions. In recent quarters, the firm has emphasized diversification toward recurring, fee-based businesses rather than episodic deal exits.
Recent market activity has been more mixed for CG. Its latest quarterly results missed consensus estimates, with segment revenues declining about 12.6% year over year amid subdued private equity realizations. That said, fee-related earnings (the earnings generated from recurring management and advisory fees) rose roughly 12%, total assets under management (AUM) reached a record of about $474 billion, and global credit now represents roughly 45% of firm-wide assets. The global wealth channel posted a record fundraising quarter, and management signaled expectations for a pickup in private equity flows. CG's shares carry a notably higher beta, reflecting greater sensitivity to market swings and the timing of deal activity.
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Head-to-Head Comparison
The clearest contrast between these two stocks lies in their business models. BN is an asset-heavy conglomerate that earns from both management fees and direct ownership of infrastructure, renewable power, and real estate, giving it a broader earnings base and more defensive cash flows. CG is a fee-centric manager whose results depend more heavily on fundraising momentum and the timing of private equity realizations, though its push into credit and insurance is designed to smooth that cyclicality.
On growth drivers, BN's momentum stems from record inflows, a rapidly expanding wealth-solutions arm, and asset monetizations. CG's drivers include credit and secondaries expansion, a record wealth channel, and an anticipated recovery in private equity exits. On risk, CG's higher beta and reliance on deal timing introduce more short-term variability, while BN's exposure to real estate and interest-rate-sensitive assets carries its own cyclical risk. Market sentiment currently appears more constructive toward BN's steady compounding, while CG trades below consensus price targets, reflecting both perceived value and lingering uncertainty after its earnings miss.
Tickeron AI Verdict
Based on observable factors, Tickeron's AI would likely favor BN at present. Brookfield's combination of record distributable earnings, rising fee-bearing capital, and a diversified asset base suggests stronger trend consistency and more stable positioning than Carlyle's current earnings volatility. That said, CG presents a potentially more value-oriented setup if its credit momentum and anticipated private equity recovery materialize. The AI verdict is probabilistic rather than definitive, grounded in relative momentum, stability, and the balance of near-term catalysts.
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 Buy and CG is a StrongBuy.
BN in upward trend: 10-day moving average broke above 50-day moving average on November 02, 2026
The 10-day moving average for BN crossed bullishly above the 50-day moving average on November 02, 2026. This indicates that the trend has shifted higher and could be considered a buy signal. In 13 of 18 past instances when the 10-day crossed above the 50-day, the stock continued to move higher over the following month. The odds of a continued upward trend are 72%.
Technical Analysis (Indicators)
Bullish Trend Analysis
The Momentum Indicator moved above the 0 level on October 20, 2026. You may want to consider a long position or call options on BN as a result. In 50 of 79 past instances where the momentum indicator moved above 0, the stock continued to climb. The odds of a continued upward trend are 63%.
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 31 of 46 cases over the following month. The odds of a continued upward trend are 67%.
BN moved above its 50-day moving average on October 28, 2026 date and that indicates a change from a downward trend to an upward trend.
Following a +3.86% 3-day Advance, the price is estimated to grow further. Considering data from situations where BN advanced for three days, in 225 of 340 cases, the price rose further within the following month. The odds of a continued upward trend are 66%.
Bearish Trend Analysis
The RSI Indicator demonstrated that the stock has entered the overbought zone. This may point to a price pull-back soon.
The Stochastic Oscillator demonstrated that the ticker has stayed in the overbought zone for 8 days. The longer the ticker stays in the overbought zone, the sooner a price pull-back is expected.
Following a 3-day decline, the stock is projected to fall further. Considering past instances where BN 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 66%.
BN broke above its upper Bollinger Band on November 02, 2026. This could be a sign that the stock is set to drop as the stock moves back below the upper band and toward the middle band. You may want to consider selling the stock or exploring put options.
The Aroon Indicator for BN entered a downward trend on October 23, 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.
Fundamental Analysis (Ratings)
The Tickeron Profit vs. Risk Rating rating for this company is 43 (best 1 - 100 worst), indicating well-balanced risk and returns. The average Profit vs. Risk Rating rating for the industry is 80, placing this stock slightly better than average.
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 Price Growth Rating for this company is 57 (best 1 - 100 worst), indicating steady price growth. BN’s price grows at a higher rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron Valuation Rating of 82 (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 (2.179) is normal, around the industry mean (2.420). P/E Ratio (74.036) is within average values for comparable stocks, (-3.848). Projected Growth (PEG Ratio) (0.110) is also within normal values, averaging (1.319). Dividend Yield (0.007) settles around the average of (0.268) among similar stocks. P/S Ratio (1.135) is also within normal values, averaging (15.694).
The Tickeron SMR rating for this company is 87 (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 91 (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.
CG's RSI Oscillator ascending out of oversold territory
The RSI Oscillator for CG moved out of oversold territory on October 19, 2026. This could be a sign that the stock is shifting from a downward trend to an upward trend. Traders may want to buy the stock or call options. The A.I.dvisor looked at 29 similar instances when the indicator left oversold territory. In 24 of the 29 cases the stock moved higher. This puts the odds of a move higher at 83%.
Technical Analysis (Indicators)
Bullish Trend Analysis
The Momentum Indicator moved above the 0 level on October 22, 2026. You may want to consider a long position or call options on CG as a result. In 56 of 76 past instances where the momentum indicator moved above 0, the stock continued to climb. The odds of a continued upward trend are 74%.
The Moving Average Convergence Divergence (MACD) for CG just turned positive on October 20, 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 +5.29% 3-day Advance, the price is estimated to grow further. Considering data from situations where CG advanced for three days, in 231 of 340 cases, the price rose further within the following month. The odds of a continued upward trend are 68%.
Bearish Trend Analysis
The Stochastic Oscillator demonstrated that the ticker has stayed in the overbought zone for 6 days. The longer the ticker stays in the overbought zone, the sooner a price pull-back is expected.
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%.
CG broke above its upper Bollinger Band on October 29, 2026. This could be a sign that the stock is set to drop as the stock moves back below the upper band and toward the middle band. You may want to consider selling the stock or exploring put options.
The Aroon Indicator for CG entered a downward trend on October 21, 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.
Fundamental Analysis (Ratings)
The Tickeron PE Growth Rating for this company is 4 (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 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 61 (best 1 - 100 worst), indicating fairly steady 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 Valuation Rating of 88 (best 1 - 100 worst) indicates that the company is significantly 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 (2.791) is normal, around the industry mean (2.420). P/E Ratio (40.653) is within average values for comparable stocks, (-3.848). Projected Growth (PEG Ratio) (0.646) is also within normal values, averaging (1.319). Dividend Yield (0.034) settles around the average of (0.268) among similar stocks. P/S Ratio (5.356) is also within normal values, averaging (15.694).
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.
The Tickeron Profit vs. Risk Rating rating for this company is 98 (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 80, placing this stock worse than average.
BN | CG | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 24 | 18 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 82 Overvalued | 88 Overvalued | |
PROFIT vs RISK RATING 1..100 | 43 | 98 | |
SMR RATING 1..100 | 87 | 59 | |
PRICE GROWTH RATING 1..100 | 57 | 61 | |
P/E GROWTH RATING 1..100 | 91 | 4 | |
SEASONALITY SCORE 1..100 | 50 | 90 |
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.
BN's Valuation (82) in the Investment Managers industry is in the same range as CG (88). This means that BN’s stock grew similarly to CG’s over the last 12 months.
BN's Profit vs Risk Rating (43) in the Investment Managers industry is somewhat better than the same rating for CG (98). 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 (87). This means that CG’s stock grew similarly to BN’s over the last 12 months.
BN's Price Growth Rating (57) in the Investment Managers industry is in the same range as CG (61). This means that BN’s stock grew similarly to CG’s over the last 12 months.
CG's P/E Growth Rating (4) 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 61% | 2 days ago 83% |
| Stochastic ODDS (%) | 2 days ago 63% | 2 days ago 70% |
| Momentum ODDS (%) | 2 days ago 63% | 2 days ago 74% |
| MACD ODDS (%) | 6 days ago 67% | 2 days ago 73% |
| TrendWeek ODDS (%) | 2 days ago 67% | 2 days ago 70% |
| TrendMonth ODDS (%) | 2 days ago 61% | 2 days ago 67% |
| Advances ODDS (%) | 6 days ago 66% | 6 days ago 68% |
| Declines ODDS (%) | 9 days ago 66% | 21 days ago 72% |
| BollingerBands ODDS (%) | 2 days ago 57% | 2 days ago 63% |
| Aroon ODDS (%) | 2 days ago 58% | 2 days ago 77% |
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 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 5 TA indicator(s) are bullish while CG’s TA Score has 4 bullish TA indicator(s).
- BN’s TA Score: 5 bullish, 5 bearish.
- CG’s TA Score: 4 bullish, 4 bearish.
Price Growth
BN (@Investment Managers) experienced а +9.25% price change this week, while CG (@Investment Managers) price change was +5.96% for the same time period.
The average weekly price growth across all stocks in the @Investment Managers industry was +0.18%. For the same industry, the average monthly price growth was -5.53%, and the average quarterly price growth was -4.15%.
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 (+0.18% 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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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 80% 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.