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BX vs CG
Which Stock Would AI Choose? Blackstone Inc. (BX) vs. The Carlyle Group Inc. (CG) Stock Comparison
Key Takeaways
- Blackstone (BX) manages $1.27 trillion in assets under management (AUM), dwarfing Carlyle Group (CG)'s $477 billion, providing greater scale and diversification.
- BX has outperformed CG year-to-date with a 15% gain versus 10%, amid broader market recovery signals.
- BX offers a higher dividend yield of about 3.7% compared to CG's 2.7%, appealing to income-focused investors.
- Trailing P/E ratios show CG at 24x versus BX at 33x, suggesting relative value in CG.
- Both stocks exhibit volatility with betas above 1.7, but BX shows lower risk at 1.74 versus CG's 2.04.
- Analyst sentiment favors BX with price targets around $140, reflecting optimism on AUM growth.
Introduction
Blackstone Inc. (BX) and The Carlyle Group Inc. (CG) are leading alternative asset managers, specializing in private equity, real estate, credit, and other non-traditional investments. This comparison is particularly relevant for traders and investors seeking exposure to the financial sector's growth in private markets amid evolving interest rate environments and economic shifts. Both firms benefit from rising AUM and fee-related revenues, but differences in scale, performance momentum, and valuation offer distinct trade-offs in the current market. Understanding their relative positioning helps inform decisions on sector allocation or direct stock picks.
BX Overview and Recent Performance
Blackstone Inc. (BX) stands as the world's largest alternative asset manager, with $1.27 trillion in total AUM, including $922 billion in fee-earning assets. The firm operates across private equity, real estate, credit, and hedge funds, capitalizing on global opportunities in buyouts and opportunistic investments. In recent market activity, BX shares have shown resilience, gaining over 15% year-to-date near the $129 level within a 52-week range of $102 to $190. Sentiment has improved on strong AUM inflows, positioning for recovery, and analyst upgrades eyeing $140 targets. Influences include robust fee growth from credit and insurance segments, alongside broader optimism in private markets despite volatility.
CG Overview and Recent Performance
The Carlyle Group Inc. (CG) is a global investment firm with $477 billion in AUM, up 8% recently, spanning corporate private equity, real assets, global market strategies, and solutions. It focuses on leveraged buyouts, growth capital, and credit across sectors like industrials, healthcare, and technology. Shares trade around $53 in a 52-week range of $35 to $70, with year-to-date gains of about 10%. Recent weeks have seen mixed momentum, with valuation checks amid share price pressure, though one-year returns exceed 40%. Key drivers include new capital raises totaling $54 billion annually and credit segment expansion, tempered by higher leverage and market caution on redemptions.
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Head-to-Head Comparison
Both BX and CG thrive on alternative asset management models, generating revenues from management fees, performance fees, and realizations. BX's massive scale drives superior growth catalysts via diversified AUM across real estate and credit, contrasting CG's focus on private equity and solutions with solid but smaller inflows. Recent momentum favors BX year-to-date, though CG leads over one year. Risk factors differ: CG carries higher debt-to-equity (197%) and beta (2.04), amplifying volatility versus BX's 67% leverage and 1.74 beta. Sector exposure overlaps in financials, but BX benefits from stronger market sentiment and ROE (29% vs. 14%). Trade-offs hinge on value (cheaper forward PE for CG) versus stability.
Tickeron AI Verdict
Tickeron’s AI models currently lean toward BX over CG, citing its unmatched AUM scale, consistent inflows, year-to-date outperformance, and lower relative risk profile. These factors position BX favorably amid ongoing private market tailwinds and recovery trends, though CG offers value appeal probabilistically in a downturn scenario.
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. 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 BX is a Hold and CG is a Hold.
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).
BX’s FA Score shows that 2 FA rating(s) are green whileCG’s FA Score has 2 green FA rating(s).
- BX’s FA Score: 2 green, 3 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.
BX’s TA Score shows that 4 TA indicator(s) are bullish while CG’s TA Score has 4 bullish TA indicator(s).
- BX’s TA Score: 4 bullish, 5 bearish.
- CG’s TA Score: 4 bullish, 6 bearish.
Price Growth
BX (@Investment Managers) experienced а -1.38% price change this week, while CG (@Investment Managers) price change was -4.29% for the same time period.
The average weekly price growth across all stocks in the @Investment Managers industry was -2.14%. For the same industry, the average monthly price growth was -5.49%, and the average quarterly price growth was -8.34%.
Reported Earning Dates
BX is expected to report earnings on Jul 16, 2026.
CG is expected to report earnings on Jul 23, 2026.
Industries' Descriptions
@Investment Managers (-2.14% 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.
| BX | CG | BX / CG | |
| Capitalization | 141B | 15.7B | 898% |
| EBITDA | N/A | N/A | - |
| Gain YTD | -23.594 | -25.423 | 93% |
| P/E Ratio | 29.58 | 29.78 | 99% |
| Revenue | 12.6B | 2.9B | 435% |
| Total Cash | N/A | N/A | - |
| Total Debt | 14.2B | 13.9B | 102% |
BX | CG | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 67 | 56 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 15 Undervalued | 16 Undervalued | |
PROFIT vs RISK RATING 1..100 | 71 | 86 | |
SMR RATING 1..100 | 28 | 70 | |
PRICE GROWTH RATING 1..100 | 61 | 74 | |
P/E GROWTH RATING 1..100 | 80 | 11 | |
SEASONALITY SCORE 1..100 | 33 | 75 |
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.
BX's Valuation (15) in the Investment Managers industry is in the same range as CG (16). This means that BX’s stock grew similarly to CG’s over the last 12 months.
BX's Profit vs Risk Rating (71) in the Investment Managers industry is in the same range as CG (86). This means that BX’s stock grew similarly to CG’s over the last 12 months.
BX's SMR Rating (28) in the Investment Managers industry is somewhat better than the same rating for CG (70). This means that BX’s stock grew somewhat faster than CG’s over the last 12 months.
BX's Price Growth Rating (61) in the Investment Managers industry is in the same range as CG (74). This means that BX’s stock grew similarly to CG’s over the last 12 months.
CG's P/E Growth Rating (11) in the Investment Managers industry is significantly better than the same rating for BX (80). This means that CG’s stock grew significantly faster than BX’s over the last 12 months.
| BX | CG | |
|---|---|---|
| RSI ODDS (%) | 3 days ago 66% | 3 days ago 77% |
| Stochastic ODDS (%) | 3 days ago 87% | 3 days ago 62% |
| Momentum ODDS (%) | 3 days ago 70% | 3 days ago 63% |
| MACD ODDS (%) | N/A | 3 days ago 57% |
| TrendWeek ODDS (%) | 3 days ago 65% | 3 days ago 71% |
| TrendMonth ODDS (%) | 3 days ago 66% | 3 days ago 71% |
| Advances ODDS (%) | 18 days ago 72% | 12 days ago 69% |
| Declines ODDS (%) | 5 days ago 67% | 5 days ago 70% |
| BollingerBands ODDS (%) | 3 days ago 80% | 3 days ago 66% |
| Aroon ODDS (%) | 3 days ago 70% | 3 days ago 68% |
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BX and
Correlation & Price change
A.I.dvisor indicates that over the last year, BX has been closely correlated with KKR. These tickers have moved in lockstep 84% of the time. This A.I.-generated data suggests there is a high statistical probability that if BX jumps, then KKR could also see price increases.