Advertisement
BN vs CG
Which Stock Would AI Choose? Brookfield Corporation (BN) vs. The Carlyle Group Inc. (CG) Stock Comparison
Key Takeaways
- Brookfield Corporation (BN) boasts a larger market cap of approximately $105 billion compared to The Carlyle Group Inc.'s (CG) $18 billion, reflecting broader diversification across real estate, infrastructure, and renewables.
- BN has shown stronger recent momentum with a 10% gain over the past month and positive YTD performance around 2%, while CG experienced volatility post-Q1 earnings miss, down YTD by about 14%.
- Both stocks benefit from analyst optimism, with average price targets implying upside: $53 for BN (13% potential) and $61 for CG (21% potential).
- CG offers a higher dividend yield near 2.8%, appealing for income, whereas BN emphasizes growth through capital deployment in high-demand sectors like AI infrastructure.
- Tickeron's AI models highlight BN's trend consistency amid market rotations toward stable asset managers.
Introduction
Brookfield Corporation (BN) and The Carlyle Group Inc. (CG) represent leading alternative asset managers navigating a dynamic market shaped by interest rate shifts, geopolitical tensions, and AI-driven infrastructure demand. This stock comparison evaluates their business models, recent performance, and relative positioning in the asset management sector. Traders seeking momentum plays and long-term investors focused on diversified growth or private equity exposure will find value in understanding their contrasts, particularly amid recent earnings cycles and sector rotations toward resilient, fee-generating platforms.
BN Overview and Recent Performance
Brookfield Corporation (BN) is a global investment firm managing assets across real estate, infrastructure, renewable power, private equity, and credit, with a focus on long-term value creation for institutions and individuals. In recent market activity, BN shares have exhibited upward momentum, gaining approximately 10% over the past month and trading around $47, near the upper end of its 52-week range of $37.54 to $49.57. This resilience stems from strong fundraising—over $21 billion in Q1 via affiliates—and expansions like the Air Lease acquisition, bolstering aviation leasing exposure. Sentiment has been supported by analyst upgrades, including Morgan Stanley's overweight rating with a $61 target, amid broader capital inflows into infrastructure and transition assets. YTD returns hover around 2%, outperforming peers in volatile conditions.
CG Overview and Recent Performance
The Carlyle Group Inc. (CG) is a global investment firm specializing in private equity, credit, and investment solutions, managing assets across buyouts, real assets, and credit platforms. Recent weeks saw CG shares fluctuate around $50, with a 3% daily gain post-Q1 results but down YTD by roughly 14% amid broader sector pressures. Q1 distributable earnings per share came in at $0.89, missing estimates slightly due to lower realized performance revenues, though fee-related earnings hit $300 million at a 47% margin and realizations exceeded $12 billion—a U.S. buyout record. Strategic moves like healthcare RCM expansions and partnerships have sustained interest, with analysts maintaining overweight ratings and targets around $61-63, balancing earnings volatility with inflow growth.
Trending AI Robots
Tickeron’s Trending AI Robots page features over 25 top-performing AI trading bots curated from a total of 351 bots that trade thousands of tickers across stocks, ETFs, and crypto. These bots employ diverse strategies like AI/ML pattern recognition, trend following, and multi-agent systems on timeframes from 5 minutes to 60 minutes, with performance stats including annualized returns of 23% to 285%, win rates of 51% to 88%, and profit factors up to 11.7. Examples include a 5-minute semiconductor bot on MPWR with 82% annualized returns and 68% win rate, or a 15-minute space infrastructure bot yielding 285% annualized with 72% wins. Only the most suitable for current volatility and sector trends earn a spot here. Explore these bots to enhance your trading edge with data-driven signals.
Head-to-Head Comparison
Brookfield Corporation (BN) and The Carlyle Group Inc. (CG) operate in alternative assets but diverge in scale and focus: BN's multi-asset empire emphasizes perpetual capital in infrastructure and renewables, driving stable fee-bearing growth to $614 billion, while CG leans on private equity buyouts and credit for higher but cyclical returns. Recent momentum favors BN with steadier gains versus CG's post-earnings dips, though CG boasts superior YTD dividend appeal. Risk profiles differ—BN offers diversification against rate hikes via real assets, while CG faces realization volatility. Sector exposure highlights BN's infrastructure edge in AI/data centers versus CG's credit resilience; market sentiment tilts toward BN for stability amid rotations.
Tickeron AI Verdict
Tickeron’s AI currently favors Brookfield Corporation (BN) over The Carlyle Group Inc. (CG), citing superior trend consistency, lower relative volatility, and stronger positioning in high-growth infrastructure amid recent market rotations. BN's scale and capital deployment catalysts suggest higher probability of outperformance in the near term, though CG remains compelling for buyout recovery plays.
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 Disclaimers and Limitations.
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 StrongBuy 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 1 FA rating(s) are green whileCG’s FA Score has 1 green FA rating(s).
- BN’s FA Score: 1 green, 4 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 4 TA indicator(s) are bullish while CG’s TA Score has 6 bullish TA indicator(s).
- BN’s TA Score: 4 bullish, 5 bearish.
- CG’s TA Score: 6 bullish, 4 bearish.
Price Growth
BN (@Investment Managers) experienced а +1.37% price change this week, while CG (@Investment Managers) price change was +5.22% for the same time period.
The average weekly price growth across all stocks in the @Investment Managers industry was +1.75%. For the same industry, the average monthly price growth was -0.79%, and the average quarterly price growth was -7.30%.
Reported Earning Dates
BN is expected to report earnings on Aug 06, 2026.
CG is expected to report earnings on Jul 23, 2026.
Industries' Descriptions
@Investment Managers (+1.75% 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 | 101B | 16.5B | 612% |
| EBITDA | 33.1B | N/A | - |
| Gain YTD | -1.305 | -21.529 | 6% |
| P/E Ratio | 88.65 | 31.34 | 283% |
| Revenue | 75.7B | 2.9B | 2,611% |
| Total Cash | 19.7B | N/A | - |
| Total Debt | 264B | 14.6B | 1,808% |
BN | CG | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 70 | 9 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 87 Overvalued | 65 Fair valued | |
PROFIT vs RISK RATING 1..100 | 31 | 79 | |
SMR RATING 1..100 | 90 | 70 | |
PRICE GROWTH RATING 1..100 | 49 | 61 | |
P/E GROWTH RATING 1..100 | 96 | 12 | |
SEASONALITY SCORE 1..100 | 75 | 85 |
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 (65) 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 Profit vs Risk Rating (31) in the Investment Managers industry is somewhat better than the same rating for CG (79). 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 (90). This means that CG’s stock grew similarly to BN’s over the last 12 months.
BN's Price Growth Rating (49) 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 (12) in the Investment Managers industry is significantly better than the same rating for BN (96). This means that CG’s stock grew significantly faster than BN’s over the last 12 months.
| BN | CG | |
|---|---|---|
| RSI ODDS (%) | N/A | 3 days ago 65% |
| Stochastic ODDS (%) | 3 days ago 68% | 3 days ago 72% |
| Momentum ODDS (%) | 3 days ago 56% | 3 days ago 66% |
| MACD ODDS (%) | 3 days ago 55% | 3 days ago 68% |
| TrendWeek ODDS (%) | 3 days ago 68% | 3 days ago 71% |
| TrendMonth ODDS (%) | 3 days ago 57% | 3 days ago 71% |
| Advances ODDS (%) | 3 days ago 68% | 3 days ago 69% |
| Declines ODDS (%) | 7 days ago 66% | 12 days ago 70% |
| BollingerBands ODDS (%) | N/A | 3 days ago 74% |
| Aroon ODDS (%) | 3 days ago 51% | 3 days ago 68% |
Advertisement
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 78% 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.