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CG vs IVZ
Which Stock Would AI Choose? Carlyle Group (CG) vs. Invesco (IVZ) Stock Comparison
Key Takeaways
- The Carlyle Group (CG) has delivered stronger year-to-date performance at approximately 18%, compared to Invesco's (IVZ) 2% gain.
- IVZ manages vastly larger assets under management (AUM), totaling $2.16 trillion as of March 2026, versus CG's $477 billion.
- Recent short-term momentum favors IVZ, up about 5% over the past month, while CG has been roughly flat.
- Analyst price targets suggest over 35% upside potential for CG to around $66, with strong buy consensus.
- CG focuses on alternative investments like private equity, while IVZ emphasizes ETFs and mutual funds.
- Tickeron's trending AI bots actively trade financial sector tickers, including those related to CG and IVZ.
Introduction
In the asset management sector, CG and IVZ offer contrasting investment approaches that appeal to diverse portfolios. CG, with its emphasis on private equity and alternatives, caters to institutional investors seeking higher-yield opportunities, while IVZ provides broad access to public markets via ETFs and mutual funds for retail and institutional clients alike. This stock comparison analyzes their relative performance, business models, and market positioning amid fluctuating interest rates and investor shifts toward diversified financial exposure. Traders and long-term investors evaluating momentum, growth, and sector trends will benefit from these insights into current dynamics.
CG Overview and Recent Performance
The Carlyle Group Inc. (CG) is a global investment firm specializing in private equity, real assets, global market strategies, and solutions across sectors like industrials, healthcare, and real estate. Assets under management (AUM) have grown to $477 billion, supported by expansions in credit and private markets. In recent market activity, CG shares have faced volatility, declining roughly 7.5% over the past week but holding a slight 0.2% monthly gain and robust 18% year-to-date advance. Trading near $48 within a 52-week range of $37 to $70, performance reflects influences such as fundraising progress, portfolio realizations, and macroeconomic pressures on alternative assets, including interest rate sensitivity and private equity fundraising trends.
IVZ Overview and Recent Performance
Invesco Ltd. (IVZ) is a diversified investment manager offering equity, fixed income, and multi-asset products, including exchange-traded funds (ETFs) and mutual funds, to retail, institutional, and high-net-worth clients worldwide. AUM reached $2.16 trillion as of late March, amid market fluctuations. Recent weeks have shown upward momentum, with shares rising 4.3% weekly and 4.8% monthly, though year-to-date gains stand at 2.1%. At around $25.50 in a 52-week range of $13 to $30, sentiment is shaped by AUM variations from money market outflows and ETF inflows, alongside anticipation for quarterly earnings reports.
Trending AI Robots
Tickeron’s Trending AI Robots page highlights 25 top-performing bots curated from over 350 AI trading bots that trade thousands of tickers across stocks, ETFs, and crypto. These bots exhibit strong metrics, including annualized returns from +15% to +168%, win rates of 48% to 88%, profit factors up to 11.7, and average trade durations spanning hours to weeks. Diverse strategies—such as AI-driven trend following, momentum signals, and risk corridors—target sectors like semiconductors, finance, and leveraged ETFs, with some bots actively trading financial tickers relevant to CG and IVZ. This selection showcases bots best suited to current market conditions. Visit the page to explore and potentially copy these high performers.
Head-to-Head Comparison
CG and IVZ both thrive in asset management but diverge in models: CG's alternative focus yields potentially higher fees from illiquid private equity and real assets, contrasting IVZ's scale in liquid ETFs and funds with steadier but lower-margin flows. Growth drivers include CG's AUM expansion via fundraising and IVZ's ETF popularity amid passive investing trends. Recent momentum tilts short-term to IVZ, but CG leads year-to-date; risk factors encompass interest rate impacts, market volatility, and outflows, with CG more exposed to private market cycles. Market sentiment favors both with buy ratings, though CG offers greater valuation upside via forward P/E and targets.
Tickeron AI Verdict
Tickeron’s AI currently leans toward CG, citing its trend consistency, superior year-to-date gains, AUM growth momentum, and analyst targets implying 35%+ upside potential relative to peers. While IVZ shows short-term strength and massive scale, CG's positioning in recovering alternatives provides a probabilistic edge in the present environment.
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 CG is a Hold and IVZ 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).
CG’s FA Score shows that 1 FA rating(s) are green whileIVZ’s FA Score has 2 green FA rating(s).
- CG’s FA Score: 1 green, 4 red.
- IVZ’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.
CG’s TA Score shows that 5 TA indicator(s) are bullish while IVZ’s TA Score has 4 bullish TA indicator(s).
- CG’s TA Score: 5 bullish, 4 bearish.
- IVZ’s TA Score: 4 bullish, 3 bearish.
Price Growth
CG (@Investment Managers) experienced а -3.61% price change this week, while IVZ (@Investment Managers) price change was -1.10% for the same time period.
The average weekly price growth across all stocks in the @Investment Managers industry was -2.28%. For the same industry, the average monthly price growth was -2.46%, and the average quarterly price growth was -8.13%.
Reported Earning Dates
CG is expected to report earnings on Jul 23, 2026.
IVZ is expected to report earnings on Jul 28, 2026.
Industries' Descriptions
@Investment Managers (-2.28% 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.
| CG | IVZ | CG / IVZ | |
| Capitalization | 16B | 12.8B | 125% |
| EBITDA | N/A | 1.5B | - |
| Gain YTD | -23.553 | 11.302 | -208% |
| P/E Ratio | 30.53 | 19.48 | 157% |
| Revenue | 2.9B | 6.59B | 44% |
| Total Cash | N/A | 1.71B | - |
| Total Debt | 14.6B | 9.44B | 155% |
CG | IVZ | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 15 | 18 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 64 Fair valued | 13 Undervalued | |
PROFIT vs RISK RATING 1..100 | 81 | 67 | |
SMR RATING 1..100 | 70 | 94 | |
PRICE GROWTH RATING 1..100 | 70 | 15 | |
P/E GROWTH RATING 1..100 | 11 | 34 | |
SEASONALITY SCORE 1..100 | 90 | 85 |
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.
IVZ's Valuation (13) in the Investment Managers industry is somewhat better than the same rating for CG (64). This means that IVZ’s stock grew somewhat faster than CG’s over the last 12 months.
IVZ's Profit vs Risk Rating (67) in the Investment Managers industry is in the same range as CG (81). This means that IVZ’s stock grew similarly to CG’s over the last 12 months.
CG's SMR Rating (70) in the Investment Managers industry is in the same range as IVZ (94). This means that CG’s stock grew similarly to IVZ’s over the last 12 months.
IVZ's Price Growth Rating (15) in the Investment Managers industry is somewhat better than the same rating for CG (70). This means that IVZ’s stock grew somewhat faster than CG’s over the last 12 months.
CG's P/E Growth Rating (11) in the Investment Managers industry is in the same range as IVZ (34). This means that CG’s stock grew similarly to IVZ’s over the last 12 months.
| CG | IVZ | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 73% | N/A |
| Stochastic ODDS (%) | 2 days ago 74% | 2 days ago 64% |
| Momentum ODDS (%) | 2 days ago 69% | 2 days ago 78% |
| MACD ODDS (%) | 2 days ago 72% | 2 days ago 80% |
| TrendWeek ODDS (%) | 2 days ago 72% | 2 days ago 69% |
| TrendMonth ODDS (%) | 2 days ago 71% | 2 days ago 67% |
| Advances ODDS (%) | 8 days ago 69% | 8 days ago 68% |
| Declines ODDS (%) | 2 days ago 70% | 6 days ago 69% |
| BollingerBands ODDS (%) | 2 days ago 71% | 2 days ago 68% |
| Aroon ODDS (%) | 2 days ago 73% | 2 days ago 64% |
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IVZ and
Correlation & Price change
A.I.dvisor indicates that over the last year, IVZ has been closely correlated with PFG. These tickers have moved in lockstep 71% of the time. This A.I.-generated data suggests there is a high statistical probability that if IVZ jumps, then PFG could also see price increases.