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BX vs CG
Which Stock Would AI Choose? Blackstone (BX) vs. The Carlyle Group (CG) Stock Comparison
Key Takeaways
- Blackstone (BX) operates as the larger alternative asset manager with broader scale in private equity, real estate, and credit compared to The Carlyle Group (CG).
- Recent market activity shows both stocks facing pressure amid broader sector dynamics, with CG exhibiting sharper year-to-date declines than BX.
- BX benefits from diversified fee-related earnings streams and ongoing activity in areas like energy transition and data centers, supporting relative stability.
- CG maintains focus on private equity and credit strategies, with upcoming Q2 2026 earnings on August 5, 2026, potentially influencing near-term sentiment.
- Market positioning favors BX in long-term valuation metrics and growth consistency, while CG offers exposure at potentially compressed valuations.
- Both firms face risks from interest rate environments and fundraising cycles typical of the alternative investments sector.
Introduction
Blackstone (BX) and The Carlyle Group (CG) represent two prominent players in the alternative asset management industry, providing investors exposure to private markets through private equity, real estate, credit, and related strategies. This comparison examines their recent stock performance, business models, and market positioning in the current environment. Professional traders and institutional investors monitoring sector rotation, fee income trends, and relative valuations may find the analysis useful for portfolio allocation decisions between large-cap and mid-cap alternatives exposure.
BX Overview and Recent Performance
Blackstone Inc. (BX) manages one of the largest alternative asset portfolios globally, spanning private equity, real estate, credit, and infrastructure. In recent weeks, the stock has traded near the lower end of its 52-week range amid broader market caution, with prices around $118–$120. Performance has reflected mixed sentiment driven by updates on performance fee realizations and portfolio activity, including deals in energy transition and data centers. Relative stability in fee-related earnings has supported positioning compared to peers, though year-to-date returns remain pressured by macroeconomic factors affecting the sector.
CG Overview and Recent Performance
The Carlyle Group Inc. (CG) focuses on private equity, credit, and investment solutions with a global footprint. Recent market activity has shown the stock around $44, with mixed short-term movements including weekly gains offset by monthly declines. Year-to-date performance has lagged, influenced by softer quarterly results earlier in the year and anticipation ahead of the Q2 2026 earnings release scheduled for August 5, 2026. Sentiment reflects typical private markets dynamics, with attention on fundraising and realization activity in core strategies.
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Head-to-Head Comparison
Blackstone (BX) and The Carlyle Group (CG) share exposure to alternative investments but differ in scale and diversification. BX commands significantly larger assets under management (AUM), enabling broader revenue from management and performance fees across multiple asset classes, whereas CG maintains a more concentrated focus that can amplify sensitivity to specific deal cycles. Recent momentum has favored BX’s relative resilience in fee stability amid sector headwinds, while CG has shown greater price volatility tied to earnings timing and realization outcomes. Risk factors for both include interest rate sensitivity and capital deployment challenges; however, BX’s larger platform may provide greater buffers. Sector exposure overlaps heavily in private equity and credit, yet BX’s additional real estate and infrastructure tilt offers modest differentiation. Market sentiment currently reflects BX’s established brand and track record versus CG’s potentially attractive entry valuations following underperformance.
Tickeron AI Verdict
Based on observable factors such as trend consistency in fee-related earnings, platform scale, and relative positioning amid recent market activity, Tickeron’s AI would currently assign a probabilistic edge to Blackstone (BX) over The Carlyle Group (CG) for sustained momentum. CG’s upcoming earnings and valuation compression present potential catalysts, but BX’s broader diversification and historical stability in similar environments support a modest preference in algorithmic assessments. This view remains probabilistic and tied to prevailing data patterns rather than forward guarantees.
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 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 5 TA indicator(s) are bullish while CG’s TA Score has 6 bullish TA indicator(s).
- BX’s TA Score: 5 bullish, 4 bearish.
- CG’s TA Score: 6 bullish, 3 bearish.
Price Growth
BX (@Investment Managers) experienced а +7.11% price change this week, while CG (@Investment Managers) price change was +7.01% for the same time period.
The average weekly price growth across all stocks in the @Investment Managers industry was +2.64%. For the same industry, the average monthly price growth was -0.26%, and the average quarterly price growth was -9.58%.
Reported Earning Dates
BX is expected to report earnings on Jul 23, 2026.
CG is expected to report earnings on Aug 05, 2026.
Industries' Descriptions
@Investment Managers (+2.64% 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 | 155B | 16.6B | 934% |
| EBITDA | N/A | N/A | - |
| Gain YTD | -15.844 | -20.912 | 76% |
| P/E Ratio | 32.58 | 31.60 | 103% |
| Revenue | 12.6B | 2.9B | 435% |
| Total Cash | N/A | N/A | - |
| Total Debt | 14.2B | 14.6B | 97% |
BX | CG | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 24 | 11 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 13 Undervalued | 13 Undervalued | |
PROFIT vs RISK RATING 1..100 | 71 | 82 | |
SMR RATING 1..100 | 29 | 70 | |
PRICE GROWTH RATING 1..100 | 60 | 73 | |
P/E GROWTH RATING 1..100 | 83 | 15 | |
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.
BX's Valuation (13) in the Investment Managers industry is in the same range as CG (13). 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 (82). This means that BX’s stock grew similarly to CG’s over the last 12 months.
BX's SMR Rating (29) 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 (60) in the Investment Managers industry is in the same range as CG (73). This means that BX’s stock grew similarly to CG’s over the last 12 months.
CG's P/E Growth Rating (15) in the Investment Managers industry is significantly better than the same rating for BX (83). This means that CG’s stock grew significantly faster than BX’s over the last 12 months.
| BX | CG | |
|---|---|---|
| RSI ODDS (%) | N/A | 1 day ago 81% |
| Stochastic ODDS (%) | 1 day ago 61% | 1 day ago 71% |
| Momentum ODDS (%) | 1 day ago 81% | 1 day ago 68% |
| MACD ODDS (%) | 1 day ago 81% | 1 day ago 73% |
| TrendWeek ODDS (%) | 1 day ago 70% | 1 day ago 70% |
| TrendMonth ODDS (%) | 1 day ago 65% | 1 day ago 67% |
| Advances ODDS (%) | 1 day ago 70% | 1 day ago 69% |
| Declines ODDS (%) | 9 days ago 69% | 23 days ago 70% |
| BollingerBands ODDS (%) | 1 day ago 69% | 1 day ago 68% |
| Aroon ODDS (%) | 1 day ago 66% | 1 day ago 70% |
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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 83% 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.