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BX vs CG
Which Stock Would AI Choose? Blackstone (BX) vs. The Carlyle Group (CG) Stock Comparison
Key Takeaways
- Blackstone maintains a significantly larger scale with assets under management (AUM) near $1.35 trillion compared to Carlyle’s record $485 billion, supporting broader diversification across private equity, real estate, and credit.
- Both firms reported earnings beats in recent quarters, with Blackstone highlighting strong inflows and AI-related gains while Carlyle emphasized record fee-related earnings and capital returns to clients.
- Stock performance has diverged in recent market activity, with BX shares trading around $125 after a notable pullback from 52-week highs near $190, while CG has experienced steeper declines to approximately $40 from highs above $69.
- Blackstone’s recent strategic moves include acquisitions in data center infrastructure and AI infrastructure financing, contrasting with Carlyle’s focus on AI platform investments and sports-related minority stakes.
- Dividend yields stand at roughly 4% for Blackstone and 3.5% for Carlyle, reflecting their respective capital return policies amid fluctuating performance revenues.
- Market sentiment for both remains tied to private markets recovery, with Blackstone benefiting from perpetual capital strategies and Carlyle showing resilience in fee margins despite smaller overall size.
Introduction
Blackstone and The Carlyle Group represent two leading alternative asset managers, making their stock comparison relevant for investors seeking exposure to private markets, private equity, and credit strategies. Traders and portfolio managers evaluating relative performance, sector positioning, and growth catalysts in the financials space often examine these firms side by side. The comparison highlights differences in scale, business mix, and recent momentum that can inform allocation decisions within diversified portfolios focused on alternative investments.
BX Overview and Recent Performance
Blackstone Inc. (NYSE: BX) operates as the world’s largest alternative asset manager, overseeing strategies in private equity, real estate, credit, and infrastructure. In recent weeks, the stock has traded near $125 following a pullback from its 52-week high of approximately $190, amid broader market caution on valuations in private markets. Key influences include strong second-quarter results that exceeded estimates on earnings and revenue, driven by AUM growth to $1.35 trillion and robust inflows. Recent developments feature acquisitions such as Flow Control Holdings for data center cooling components and participation in a $22 billion financing round for an AI and cloud venture, bolstering sentiment around technology exposure. Performance revenues and fee-related earnings have supported resilience, though shares remain sensitive to interest rate expectations and realization activity.
CG Overview and Recent Performance
The Carlyle Group Inc. (NASDAQ: CG) manages a diversified platform spanning private equity, credit, and investment solutions, with total AUM reaching a record $485 billion in the second quarter. The stock has recently hovered around $40 after declining from 52-week highs near $70, reflecting underperformance relative to broader indices in recent market activity. Influences on performance include a second-quarter earnings beat supported by record fee-related earnings of $358 million and strong transaction fees, alongside nearly $7 billion in client distributions during the period. Recent activity encompasses investments in AI-driven platforms such as Exiger and minority stakes in professional sports franchises, which have contributed to discussions around operational efficiency and alternative revenue streams. The firm continues to emphasize fundraising visibility and margin stability amid variable performance income.
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Head-to-Head Comparison
Blackstone and The Carlyle Group share a core business model centered on alternative asset management but differ markedly in scale and growth drivers. Blackstone’s larger AUM base enables greater perpetual capital allocation and broader sector exposure, including prominent infrastructure and AI initiatives, while Carlyle emphasizes credit and solutions platforms with notable recent capital returns. Recent momentum favors Blackstone through infrastructure acquisitions and AI financing deals, contrasting with Carlyle’s focus on AI platform enhancements and sports investments that support fee stability. Risk factors for both include sensitivity to private market liquidity and performance fee variability, though Blackstone’s size may offer relative stability. Market sentiment reflects shared exposure to alternatives recovery, with Blackstone positioned for scale advantages and Carlyle offering potential value through compressed valuations and improving fee margins.
Tickeron AI Verdict
Based on observable factors such as trend consistency in AUM expansion, stability from diversified fee streams, and catalysts in infrastructure and AI, Tickeron’s AI would currently assign a probabilistic edge to Blackstone (BX) over The Carlyle Group (CG). The larger platform’s positioning in high-growth areas and stronger recent inflows contribute to this relative assessment, though outcomes remain subject to evolving market conditions and realization cycles.
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.
| BX | CG | BX / CG | |
| Capitalization | 99.7B | 14.3B | 697% |
| EBITDA | N/A | N/A | - |
| Gain YTD | -16.384 | -30.728 | 53% |
| P/E Ratio | 27.96 | 41.77 | 67% |
| Revenue | 13.6B | 2.78B | 490% |
| Total Cash | 2.58B | 1.81B | 143% |
| Total Debt | 14B | 14.3B | 98% |
BX | CG | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 50 | 50 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 12 Undervalued | 12 Undervalued | |
PROFIT vs RISK RATING 1..100 | 77 | 99 | |
SMR RATING 1..100 | 32 | 59 | |
PRICE GROWTH RATING 1..100 | 60 | 79 | |
P/E GROWTH RATING 1..100 | 89 | 6 | |
SEASONALITY SCORE 1..100 | 90 | 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 (12) in the Investment Managers industry is in the same range as CG (12). This means that BX’s stock grew similarly to CG’s over the last 12 months.
BX's Profit vs Risk Rating (77) in the Investment Managers industry is in the same range as CG (99). This means that BX’s stock grew similarly to CG’s over the last 12 months.
BX's SMR Rating (32) in the Investment Managers industry is in the same range as CG (59). This means that BX’s stock grew similarly to 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 (79). This means that BX’s stock grew similarly to CG’s over the last 12 months.
CG's P/E Growth Rating (6) in the Investment Managers industry is significantly better than the same rating for BX (89). This means that CG’s stock grew significantly faster than BX’s over the last 12 months.
| BX | CG | |
|---|---|---|
| RSI ODDS (%) | 4 days ago 67% | 4 days ago 69% |
| Stochastic ODDS (%) | 4 days ago 77% | 4 days ago 75% |
| Momentum ODDS (%) | 4 days ago 73% | 4 days ago 71% |
| MACD ODDS (%) | 4 days ago 59% | 4 days ago 51% |
| TrendWeek ODDS (%) | 4 days ago 65% | 4 days ago 73% |
| TrendMonth ODDS (%) | 4 days ago 67% | 4 days ago 72% |
| Advances ODDS (%) | 19 days ago 70% | 19 days ago 69% |
| Declines ODDS (%) | 6 days ago 68% | 6 days ago 71% |
| BollingerBands ODDS (%) | 4 days ago 73% | 4 days ago 64% |
| Aroon ODDS (%) | 4 days ago 71% | 4 days ago 70% |
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).
BX’s FA Score shows that 2 FA rating(s) are green while CG’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 4 bullish TA indicator(s).
- BX’s TA Score: 5 bullish, 6 bearish.
- CG’s TA Score: 4 bullish, 6 bearish.
Price Growth
BX (@Investment Managers) experienced а -2.76% price change this week, while CG (@Investment Managers) price change was -5.29% for the same time period.
The average weekly price growth across all stocks in the @Investment Managers industry was +1.31%. For the same industry, the average monthly price growth was +1.00%, and the average quarterly price growth was +8.63%.
Reported Earning Dates
BX is expected to report earnings on Oct 15, 2026.
CG is expected to report earnings on Nov 10, 2026.
Industries' Descriptions
@Investment Managers (+1.31% 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.