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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) maintains significantly larger scale with record assets under management (AUM) compared to The Carlyle Group (CG).
- In recent weeks, BX shares have traded in a relatively contained range near $126.91, showing more stability than CG, which has experienced sharper year-to-date declines.
- Both firms operate in alternative asset management, but Blackstone benefits from broader diversification across real estate, private equity, credit, and infrastructure.
- BX reports Q2 2026 earnings on July 23, 2026, while CG is scheduled for August 5, 2026, setting near-term catalysts.
- Market sentiment for Blackstone has been supported by AI-related infrastructure initiatives, contrasting with Carlyle’s more focused private equity and credit strategies.
- Relative performance data indicates Blackstone has outperformed Carlyle on a year-to-date basis amid broader market volatility.
Introduction
Blackstone (BX) and The Carlyle Group (CG) represent two leading players in the alternative asset management sector, making them natural subjects for comparison among institutional investors, hedge fund managers, and sophisticated retail traders seeking exposure to private markets. This analysis examines their business models, recent stock behavior, and relative positioning in the current environment, providing objective insights relevant to those evaluating sector rotation, portfolio diversification, or momentum-based strategies. The comparison draws on verifiable market data and developments from recent weeks to highlight contrasts without speculation.
BX Overview and Recent Performance
Blackstone Inc. (BX) is the world’s largest alternative asset manager, overseeing substantial fee-earning AUM across real estate, private equity, credit, and infrastructure strategies. In recent market activity, shares have consolidated within a range of approximately $113 to $129, closing near $126.91 as of mid-July 2026 and remaining roughly flat over the trailing 30 days. Year-to-date performance shows a decline of around 15-16%, though this compares favorably to broader benchmarks in certain periods. Sentiment has been influenced by intra-quarter realization revenue estimates exceeding $500 million for Q2 2026 and expansion into AI infrastructure, including partnerships focused on implementation rather than model development. The stock trades below its 200-day moving average, reflecting consolidation after earlier volatility, with upcoming Q2 earnings on July 23, 2026, expected to provide further clarity on fee-related earnings growth.
CG Overview and Recent Performance
The Carlyle Group Inc. (CG) is a global alternative asset manager with a primary emphasis on private equity, credit, and real assets strategies. In recent weeks, the stock has exhibited greater weakness than peers in the sector, contributing to year-to-date declines exceeding 20% in available comparisons. Shares have faced pressure from softer quarterly results earlier in the year and anticipation surrounding the Q2 2026 earnings release scheduled for August 5, 2026. Performance metrics indicate underperformance relative to larger competitors amid ongoing market volatility, with the firm maintaining a more concentrated platform compared to diversified peers. Recent activity centers on core strategies without notable AI or infrastructure catalysts highlighted in the same timeframe, resulting in more pronounced share price sensitivity.
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Head-to-Head Comparison
Blackstone (BX) operates at substantially greater scale with broader diversification across asset classes, providing more stable fee-related earnings potential compared to Carlyle (CG)’s more focused private equity and credit orientation. Recent momentum favors BX, with contained trading ranges and supportive catalysts such as AI infrastructure deals, while CG has shown sharper drawdowns and lagged on a year-to-date basis. Risk factors for both include sensitivity to interest rates, deal flow, and realization timing, though Blackstone’s larger platform may offer greater resilience. Sector exposure overlaps in alternatives, yet Blackstone’s infrastructure and real estate tilt contrasts with Carlyle’s credit emphasis. Market sentiment reflects these differences, with analyst coverage noting more frequent positive notes on scale advantages for the larger firm amid current conditions.
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.
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 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).
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 5 bullish TA indicator(s).
- BX’s TA Score: 5 bullish, 4 bearish.
- CG’s TA Score: 5 bullish, 4 bearish.
Price Growth
BX (@Investment Managers) experienced а +1.29% price change this week, while CG (@Investment Managers) price change was +1.36% for the same time period.
The average weekly price growth across all stocks in the @Investment Managers industry was -0.53%. For the same industry, the average monthly price growth was -0.97%, and the average quarterly price growth was -10.65%.
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 (-0.53% 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 | 151B | 16.1B | 938% |
| EBITDA | N/A | N/A | - |
| Gain YTD | -18.123 | -23.262 | 78% |
| P/E Ratio | 31.69 | 30.65 | 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 | 15 | 6 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 13 Undervalued | 14 Undervalued | |
PROFIT vs RISK RATING 1..100 | 73 | 85 | |
SMR RATING 1..100 | 29 | 70 | |
PRICE GROWTH RATING 1..100 | 60 | 62 | |
P/E GROWTH RATING 1..100 | 87 | 18 | |
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 (14). This means that BX’s stock grew similarly to CG’s over the last 12 months.
BX's Profit vs Risk Rating (73) in the Investment Managers industry is in the same range as CG (85). 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 (62). This means that BX’s stock grew similarly to CG’s over the last 12 months.
CG's P/E Growth Rating (18) in the Investment Managers industry is significantly better than the same rating for BX (87). 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 69% |
| Stochastic ODDS (%) | 1 day ago 64% | 1 day ago 73% |
| Momentum ODDS (%) | 1 day ago 82% | 1 day ago 75% |
| MACD ODDS (%) | 1 day ago 69% | 1 day ago 73% |
| TrendWeek ODDS (%) | 1 day ago 70% | 1 day ago 70% |
| TrendMonth ODDS (%) | 1 day ago 67% | 1 day ago 72% |
| Advances ODDS (%) | 6 days ago 70% | 6 days ago 69% |
| Declines ODDS (%) | 1 day ago 69% | 1 day ago 71% |
| BollingerBands ODDS (%) | 1 day ago 71% | 1 day ago 79% |
| Aroon ODDS (%) | 6 days ago 67% | 6 days ago 69% |
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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.
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 79% 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.