CG
Price
$40.76
Change
+$1.60 (+4.09%)
Updated
May 2 closing price
Capitalization
16.93B
5 days until earnings call
HALFF
Price
$132.00
Change
-$0.25 (-0.19%)
Updated
May 2 closing price
Capitalization
11.3B
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CG vs HALFF

Header iconCG vs HALFF Comparison
Open Charts CG vs HALFFBanner chart's image
Carlyle Group (The)
Price$40.76
Change+$1.60 (+4.09%)
Volume$1.75M
Capitalization16.93B
Hal Trust
Price$132.00
Change-$0.25 (-0.19%)
Volume$200
Capitalization11.3B
CG vs HALFF Comparison Chart
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CG
Daily Signalchanged days ago
Gain/Loss if bought
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CG vs. HALFF commentary
May 04, 2025

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 CG is a Buy and HALFF is a Hold.

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COMPARISON
Comparison
May 04, 2025
Stock price -- (CG: $40.76 vs. HALFF: $132.00)
Brand notoriety: CG and HALFF are both not notable
Both companies represent the Investment Managers industry
Current volume relative to the 65-day Moving Average: CG: 49% vs. HALFF: 25%
Market capitalization -- CG: $16.93B vs. HALFF: $11.3B
CG [@Investment Managers] is valued at $16.93B. HALFF’s [@Investment Managers] market capitalization is $11.3B. The market cap for tickers in the [@Investment Managers] industry ranges from $124.17B to $0. The average market capitalization across the [@Investment Managers] industry is $5.99B.

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).

CG’s FA Score shows that 1 FA rating(s) are green whileHALFF’s FA Score has 1 green FA rating(s).

  • CG’s FA Score: 1 green, 4 red.
  • HALFF’s FA Score: 1 green, 4 red.
According to our system of comparison, CG is a better buy in the long-term than HALFF.

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.

CG’s TA Score shows that 5 TA indicator(s) are bullish.

  • CG’s TA Score: 5 bullish, 4 bearish.

Price Growth

CG (@Investment Managers) experienced а +4.43% price change this week, while HALFF (@Investment Managers) price change was +0.76% for the same time period.

The average weekly price growth across all stocks in the @Investment Managers industry was +1.24%. For the same industry, the average monthly price growth was -0.67%, and the average quarterly price growth was -0.96%.

Reported Earning Dates

CG is expected to report earnings on Jul 24, 2025.

Industries' Descriptions

@Investment Managers (+1.24% 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.

SUMMARIES
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FUNDAMENTALS
Fundamentals
CG($16.9B) has a higher market cap than HALFF($11.3B). CG has higher P/E ratio than HALFF: CG (77.57) vs HALFF (15.36). HALFF YTD gains are higher at: 11.158 vs. CG (-18.724). HALFF has less debt than CG: HALFF (5.25B) vs CG (9.26B). HALFF has higher revenues than CG: HALFF (7.79B) vs CG (1.32B).
CGHALFFCG / HALFF
Capitalization16.9B11.3B150%
EBITDAN/A5.24B-
Gain YTD-18.72411.158-168%
P/E Ratio77.5715.36505%
Revenue1.32B7.79B17%
Total CashN/A5.88B-
Total Debt9.26B5.25B176%
FUNDAMENTALS RATINGS
CG vs HALFF: Fundamental Ratings
CG
HALFF
OUTLOOK RATING
1..100
1830
VALUATION
overvalued / fair valued / undervalued
1..100
37
Fair valued
29
Undervalued
PROFIT vs RISK RATING
1..100
4974
SMR RATING
1..100
1295
PRICE GROWTH RATING
1..100
8246
P/E GROWTH RATING
1..100
10076
SEASONALITY SCORE
1..100
3n/a

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.

HALFF's Valuation (29) in the null industry is in the same range as CG (37) in the Investment Managers industry. This means that HALFF’s stock grew similarly to CG’s over the last 12 months.

CG's Profit vs Risk Rating (49) in the Investment Managers industry is in the same range as HALFF (74) in the null industry. This means that CG’s stock grew similarly to HALFF’s over the last 12 months.

CG's SMR Rating (12) in the Investment Managers industry is significantly better than the same rating for HALFF (95) in the null industry. This means that CG’s stock grew significantly faster than HALFF’s over the last 12 months.

HALFF's Price Growth Rating (46) in the null industry is somewhat better than the same rating for CG (82) in the Investment Managers industry. This means that HALFF’s stock grew somewhat faster than CG’s over the last 12 months.

HALFF's P/E Growth Rating (76) in the null industry is in the same range as CG (100) in the Investment Managers industry. This means that HALFF’s stock grew similarly to CG’s over the last 12 months.

TECHNICAL ANALYSIS
Technical Analysis
CG
RSI
ODDS (%)
Bullish Trend 2 days ago
83%
Stochastic
ODDS (%)
Bearish Trend 2 days ago
65%
Momentum
ODDS (%)
Bullish Trend 2 days ago
70%
MACD
ODDS (%)
Bullish Trend 2 days ago
73%
TrendWeek
ODDS (%)
Bullish Trend 2 days ago
72%
TrendMonth
ODDS (%)
Bearish Trend 2 days ago
70%
Advances
ODDS (%)
Bullish Trend 2 days ago
71%
Declines
ODDS (%)
Bearish Trend 23 days ago
67%
BollingerBands
ODDS (%)
Bullish Trend 2 days ago
75%
Aroon
ODDS (%)
Bearish Trend 2 days ago
77%
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CG
Daily Signalchanged days ago
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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 83% 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.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To CG
1D Price
Change %
CG100%
+4.09%
TPG - CG
83%
Closely correlated
+1.86%
KKR - CG
81%
Closely correlated
+2.13%
BX - CG
80%
Closely correlated
+3.02%
OWL - CG
78%
Closely correlated
+2.74%
APO - CG
78%
Closely correlated
-1.83%
More

HALFF and

Correlation & Price change

A.I.dvisor tells us that HALFF and IVSBF have been poorly correlated (+25% of the time) for the last year. This A.I.-generated data suggests there is low statistical probability that HALFF and IVSBF's prices will move in lockstep.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To HALFF
1D Price
Change %
HALFF100%
-0.19%
IVSBF - HALFF
25%
Poorly correlated
N/A
CG - HALFF
23%
Poorly correlated
+4.09%
TROW - HALFF
22%
Poorly correlated
+4.01%
BUR - HALFF
22%
Poorly correlated
+3.33%
SEIC - HALFF
22%
Poorly correlated
+2.24%
More