CG
Price
$48.95
Change
-$2.83 (-5.47%)
Updated
Dec 18, 04:59 PM (EDT)
49 days until earnings call
JHG
Price
$42.49
Change
-$0.95 (-2.19%)
Updated
Dec 18, 04:20 PM (EDT)
43 days until earnings call
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CG vs JHG

Header iconCG vs JHG Comparison
Open Charts CG vs JHGBanner chart's image
Carlyle Group (The)
Price$48.95
Change-$2.83 (-5.47%)
Volume$69.06K
CapitalizationN/A
Janus Henderson Group
Price$42.49
Change-$0.95 (-2.19%)
Volume$700
CapitalizationN/A
CG vs JHG Comparison Chart
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CG
Daily Signalchanged days ago
Gain/Loss if bought
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JHG
Daily Signalchanged days ago
Gain/Loss if bought
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CG vs. JHG commentary
Dec 18, 2024

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 JHG is a Hold.

COMPARISON
Comparison
Dec 18, 2024
Stock price -- (CG: $51.78 vs. JHG: $43.44)
Brand notoriety: CG and JHG are both not notable
Both companies represent the Investment Managers industry
Current volume relative to the 65-day Moving Average: CG: 105% vs. JHG: 82%
Market capitalization -- CG: $16.93B vs. JHG: $5.22B
CG [@Investment Managers] is valued at $16.93B. JHG’s [@Investment Managers] market capitalization is $5.22B. 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 $5.91B.

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 2 FA rating(s) are green whileJHG’s FA Score has 2 green FA rating(s).

  • CG’s FA Score: 2 green, 3 red.
  • JHG’s FA Score: 2 green, 3 red.
According to our system of comparison, CG is a better buy in the long-term than JHG.

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 3 TA indicator(s) are bullish while JHG’s TA Score has 3 bullish TA indicator(s).

  • CG’s TA Score: 3 bullish, 5 bearish.
  • JHG’s TA Score: 3 bullish, 4 bearish.
According to our system of comparison, JHG is a better buy in the short-term than CG.

Price Growth

CG (@Investment Managers) experienced а -1.16% price change this week, while JHG (@Investment Managers) price change was -1.25% for the same time period.

The average weekly price growth across all stocks in the @Investment Managers industry was -2.71%. For the same industry, the average monthly price growth was -0.06%, and the average quarterly price growth was +7.44%.

Reported Earning Dates

CG is expected to report earnings on Feb 05, 2025.

JHG is expected to report earnings on Jan 30, 2025.

Industries' Descriptions

@Investment Managers (-2.71% 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 JHG($5.22B). CG has higher P/E ratio than JHG: CG (77.57) vs JHG (13.66). JHG YTD gains are higher at: 50.699 vs. CG (31.323). JHG has less debt than CG: JHG (382M) vs CG (9.26B). JHG has higher revenues than CG: JHG (2.1B) vs CG (1.32B).
CGJHGCG / JHG
Capitalization16.9B5.22B324%
EBITDAN/A563M-
Gain YTD31.32350.69962%
P/E Ratio77.5713.66568%
Revenue1.32B2.1B63%
Total CashN/A1.89B-
Total Debt9.26B382M2,423%
FUNDAMENTALS RATINGS
CG vs JHG: Fundamental Ratings
CG
JHG
OUTLOOK RATING
1..100
7367
VALUATION
overvalued / fair valued / undervalued
1..100
83
Overvalued
75
Overvalued
PROFIT vs RISK RATING
1..100
3732
SMR RATING
1..100
3273
PRICE GROWTH RATING
1..100
4141
P/E GROWTH RATING
1..100
624
SEASONALITY SCORE
1..100
50n/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.

JHG's Valuation (75) in the Investment Managers industry is in the same range as CG (83). This means that JHG’s stock grew similarly to CG’s over the last 12 months.

JHG's Profit vs Risk Rating (32) in the Investment Managers industry is in the same range as CG (37). This means that JHG’s stock grew similarly to CG’s over the last 12 months.

CG's SMR Rating (32) in the Investment Managers industry is somewhat better than the same rating for JHG (73). This means that CG’s stock grew somewhat faster than JHG’s over the last 12 months.

CG's Price Growth Rating (41) in the Investment Managers industry is in the same range as JHG (41). This means that CG’s stock grew similarly to JHG’s over the last 12 months.

CG's P/E Growth Rating (6) in the Investment Managers industry is in the same range as JHG (24). This means that CG’s stock grew similarly to JHG’s over the last 12 months.

TECHNICAL ANALYSIS
Technical Analysis
CGJHG
RSI
ODDS (%)
Bearish Trend 2 days ago
54%
Bearish Trend 2 days ago
68%
Stochastic
ODDS (%)
Bullish Trend 2 days ago
70%
Bullish Trend 2 days ago
80%
Momentum
ODDS (%)
Bearish Trend 2 days ago
72%
Bearish Trend 2 days ago
66%
MACD
ODDS (%)
Bearish Trend 2 days ago
66%
Bearish Trend 2 days ago
59%
TrendWeek
ODDS (%)
Bearish Trend 2 days ago
68%
Bearish Trend 2 days ago
61%
TrendMonth
ODDS (%)
Bullish Trend 2 days ago
72%
Bearish Trend 2 days ago
60%
Advances
ODDS (%)
Bullish Trend 13 days ago
72%
Bullish Trend 8 days ago
69%
Declines
ODDS (%)
Bearish Trend 6 days ago
68%
Bearish Trend 6 days ago
61%
BollingerBands
ODDS (%)
Bearish Trend 2 days ago
57%
N/A
Aroon
ODDS (%)
Bullish Trend 2 days ago
70%
Bullish Trend 2 days ago
69%
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CG
Daily Signalchanged days ago
Gain/Loss if bought
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JHG
Daily Signalchanged days ago
Gain/Loss if bought
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JHG and

Correlation & Price change

A.I.dvisor indicates that over the last year, JHG has been closely correlated with APAM. These tickers have moved in lockstep 74% of the time. This A.I.-generated data suggests there is a high statistical probability that if JHG jumps, then APAM could also see price increases.

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Ticker /
NAME
Correlation
To JHG
1D Price
Change %
JHG100%
-1.61%
APAM - JHG
74%
Closely correlated
-3.40%
TROW - JHG
70%
Closely correlated
-1.17%
BN - JHG
67%
Closely correlated
-0.24%
SEIC - JHG
66%
Closely correlated
-0.71%
IVZ - JHG
66%
Closely correlated
-1.60%
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