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CG vs NTRS
Which Stock Would AI Choose? The Carlyle Group (CG) vs. Northern Trust (NTRS) Stock Comparison
Key Takeaways
- The Carlyle Group (CG) operates as a global alternative asset manager focused on private equity, credit, and real assets, with performance closely tied to deal flow and assets under management (AUM) trends in recent market activity.
- Northern Trust (NTRS) provides asset servicing, wealth management, and banking services, delivering strong first-quarter 2026 results with revenue growth of 14% year-over-year and earnings per share (EPS) rising 43%.
- NTRS stock has shown notable year-to-date gains amid favorable interest rate conditions and new fund mandates, trading near the upper end of its 52-week range.
- CG stock performance reflects broader private markets sentiment, with emphasis on capital deployment and fee-related earnings stability during recent weeks.
- Sector exposure differs markedly: CG emphasizes alternative investments while NTRS benefits from traditional financial services and custody revenue streams.
- Upcoming earnings for NTRS on July 22, 2026, and ongoing market conditions provide key near-term catalysts for both stocks.
Introduction
This comparison examines CG and NTRS to highlight differences in business models, recent price behavior, and market positioning within the financial sector. Institutional investors, portfolio managers, and active traders evaluating exposure to alternative assets versus traditional banking and asset servicing may find the analysis relevant. The review focuses on verifiable developments from recent market activity while maintaining a neutral perspective on relative performance and sentiment drivers.
CG Overview and Recent Performance
The Carlyle Group (CG) is a leading global alternative asset manager with operations spanning private equity, credit strategies, and real assets. Its revenue model relies heavily on management fees, performance fees, and carried interest tied to AUM growth and successful exits. In recent weeks, stock behavior has reflected broader private markets dynamics, including capital deployment activity and investor sentiment toward alternatives amid fluctuating interest rates. Market activity has influenced performance through updates on fundraising and portfolio realizations, contributing to measured volatility without extreme single-session swings.
NTRS Overview and Recent Performance
Northern Trust (NTRS) delivers asset servicing, wealth management, and institutional banking solutions to clients worldwide. The firm reported first-quarter 2026 net income of $525.5 million, with EPS of $2.71 and revenue increasing 14% year-over-year, supported by organic growth, client activity, and favorable rate environments. Recent market activity includes a significant fund mandate win and multiple analyst price target increases. The stock has traded near the upper portion of its 52-week range, reflecting positive momentum from operational leverage and credit quality improvements during the period.
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Head-to-Head Comparison
CG and NTRS differ fundamentally in business models: the former centers on alternative asset management with sensitivity to deal pipelines and AUM expansion, while the latter focuses on fee-based custody, servicing, and wealth solutions that benefit from stable client assets and interest income. Growth drivers for CG include private market fundraising cycles, whereas NTRS has leveraged recent noninterest income gains and operating efficiency. Recent momentum favors NTRS with documented earnings outperformance and mandate announcements, contrasted against CG’s steadier linkage to alternative investment flows. Risk factors for CG involve valuation multiples on carried interest and market illiquidity, while NTRS faces interest rate sensitivity and competition in asset servicing. Sector exposure places CG in alternatives and NTRS in diversified financial services, creating distinct trade-offs in volatility and correlation profiles.
Tickeron AI Verdict
Based on observable factors such as earnings consistency, recent mandate catalysts, and relative positioning within current market conditions, Tickeron’s AI models indicate a probabilistic preference for NTRS over CG in the near term. This assessment draws from trend stability and documented fundamental improvements rather than forward projections.
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 CG is a StrongBuy and NTRS 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 2 FA rating(s) are green whileNTRS’s FA Score has 2 green FA rating(s).
- CG’s FA Score: 2 green, 3 red.
- NTRS’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 8 TA indicator(s) are bullish while NTRS’s TA Score has 3 bullish TA indicator(s).
- CG’s TA Score: 8 bullish, 1 bearish.
- NTRS’s TA Score: 3 bullish, 5 bearish.
Price Growth
CG (@Investment Managers) experienced а -1.45% price change this week, while NTRS (@Investment Managers) price change was -2.25% for the same time period.
The average weekly price growth across all stocks in the @Investment Managers industry was -3.16%. For the same industry, the average monthly price growth was -0.29%, and the average quarterly price growth was -12.08%.
Reported Earning Dates
CG is expected to report earnings on Aug 05, 2026.
NTRS is expected to report earnings on Oct 21, 2026.
Industries' Descriptions
@Investment Managers (-3.16% 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 | NTRS | CG / NTRS | |
| Capitalization | 16.3B | 22.2B | 73% |
| EBITDA | N/A | N/A | - |
| Gain YTD | -22.130 | 33.520 | -66% |
| P/E Ratio | 31.10 | 15.51 | 200% |
| Revenue | 2.9B | 8.35B | 35% |
| Total Cash | N/A | 5.82B | - |
| Total Debt | 14.6B | 14.1B | 104% |
CG | NTRS | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 13 | 67 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 14 Undervalued | 71 Overvalued | |
PROFIT vs RISK RATING 1..100 | 87 | 37 | |
SMR RATING 1..100 | 70 | 14 | |
PRICE GROWTH RATING 1..100 | 61 | 20 | |
P/E GROWTH RATING 1..100 | 20 | 47 | |
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.
CG's Valuation (14) in the Investment Managers industry is somewhat better than the same rating for NTRS (71) in the Regional Banks industry. This means that CG’s stock grew somewhat faster than NTRS’s over the last 12 months.
NTRS's Profit vs Risk Rating (37) in the Regional Banks industry is somewhat better than the same rating for CG (87) in the Investment Managers industry. This means that NTRS’s stock grew somewhat faster than CG’s over the last 12 months.
NTRS's SMR Rating (14) in the Regional Banks industry is somewhat better than the same rating for CG (70) in the Investment Managers industry. This means that NTRS’s stock grew somewhat faster than CG’s over the last 12 months.
NTRS's Price Growth Rating (20) in the Regional Banks industry is somewhat better than the same rating for CG (61) in the Investment Managers industry. This means that NTRS’s stock grew somewhat faster than CG’s over the last 12 months.
CG's P/E Growth Rating (20) in the Investment Managers industry is in the same range as NTRS (47) in the Regional Banks industry. This means that CG’s stock grew similarly to NTRS’s over the last 12 months.
| CG | NTRS | |
|---|---|---|
| RSI ODDS (%) | 1 day ago 81% | 1 day ago 59% |
| Stochastic ODDS (%) | 1 day ago 62% | 1 day ago 63% |
| Momentum ODDS (%) | 1 day ago 75% | 1 day ago 55% |
| MACD ODDS (%) | 1 day ago 70% | 1 day ago 52% |
| TrendWeek ODDS (%) | 1 day ago 73% | 1 day ago 58% |
| TrendMonth ODDS (%) | 1 day ago 67% | 1 day ago 54% |
| Advances ODDS (%) | 1 day ago 68% | 11 days ago 62% |
| Declines ODDS (%) | 4 days ago 71% | 3 days ago 57% |
| BollingerBands ODDS (%) | 1 day ago 79% | 1 day ago 56% |
| Aroon ODDS (%) | N/A | 1 day ago 60% |
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