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CG
Price
$52.85
Change
+$0.09 (+0.17%)
Updated
Dec 6, 04:59 PM (EDT)
60 days until earnings call
PAX
Price
$12.02
Change
-$0.24 (-1.96%)
Updated
Dec 6, 04:59 PM (EDT)
73 days until earnings call
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CG vs PAX

Header iconCG vs PAX Comparison
Open Charts CG vs PAXBanner chart's image
Carlyle Group (The)
Price$52.85
Change+$0.09 (+0.17%)
Volume$22.21K
CapitalizationN/A
Patria Investments
Price$12.02
Change-$0.24 (-1.96%)
Volume$22.41K
CapitalizationN/A
CG vs PAX Comparison Chart
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CG
Daily Signalchanged days ago
Gain/Loss if shorted
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PAX
Daily Signalchanged days ago
Gain/Loss if shorted
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VS
CG vs. PAX commentary
Dec 07, 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 Buy and PAX is a StrongSell.

COMPARISON
Comparison
Dec 07, 2024
Stock price -- (CG: $52.85 vs. PAX: $12.01)
Brand notoriety: CG and PAX are both not notable
Both companies represent the Investment Managers industry
Current volume relative to the 65-day Moving Average: CG: 58% vs. PAX: 46%
Market capitalization -- CG: $16.93B vs. PAX: $2.2B
CG [@Investment Managers] is valued at $16.93B. PAX’s [@Investment Managers] market capitalization is $2.2B. 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 1 FA rating(s) are green whilePAX’s FA Score has 2 green FA rating(s).

  • CG’s FA Score: 1 green, 4 red.
  • PAX’s FA Score: 2 green, 3 red.
According to our system of comparison, CG is a better buy in the long-term than PAX.

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 PAX’s TA Score has 2 bullish TA indicator(s).

  • CG’s TA Score: 3 bullish, 5 bearish.
  • PAX’s TA Score: 2 bullish, 6 bearish.
According to our system of comparison, CG is a better buy in the short-term than PAX.

Price Growth

CG (@Investment Managers) experienced а -0.71% price change this week, while PAX (@Investment Managers) price change was +0.42% for the same time period.

The average weekly price growth across all stocks in the @Investment Managers industry was +0.72%. For the same industry, the average monthly price growth was +3.42%, and the average quarterly price growth was +8.93%.

Reported Earning Dates

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

PAX is expected to report earnings on Feb 18, 2025.

Industries' Descriptions

@Investment Managers (+0.72% 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 PAX($2.2B). CG has higher P/E ratio than PAX: CG (77.57) vs PAX (18.37). CG YTD gains are higher at: 34.037 vs. PAX (-17.400). PAX has less debt than CG: PAX (15.6M) vs CG (9.26B). CG has higher revenues than PAX: CG (1.32B) vs PAX (307M).
CGPAXCG / PAX
Capitalization16.9B2.2B769%
EBITDAN/A143M-
Gain YTD34.037-17.400-196%
P/E Ratio77.5718.37422%
Revenue1.32B307M431%
Total CashN/A12.8M-
Total Debt9.26B15.6M59,333%
FUNDAMENTALS RATINGS
CG: Fundamental Ratings
CG
OUTLOOK RATING
1..100
15
VALUATION
overvalued / fair valued / undervalued
1..100
84
Overvalued
PROFIT vs RISK RATING
1..100
35
SMR RATING
1..100
100
PRICE GROWTH RATING
1..100
39
P/E GROWTH RATING
1..100
6
SEASONALITY SCORE
1..100
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.

TECHNICAL ANALYSIS
Technical Analysis
CGPAX
RSI
ODDS (%)
Bearish Trend 1 day ago
57%
Bearish Trend 1 day ago
89%
Stochastic
ODDS (%)
Bearish Trend 1 day ago
67%
Bearish Trend 1 day ago
70%
Momentum
ODDS (%)
Bullish Trend 1 day ago
77%
Bearish Trend 1 day ago
64%
MACD
ODDS (%)
Bearish Trend 1 day ago
56%
Bearish Trend 1 day ago
71%
TrendWeek
ODDS (%)
Bearish Trend 1 day ago
68%
Bullish Trend 1 day ago
65%
TrendMonth
ODDS (%)
Bullish Trend 1 day ago
73%
Bullish Trend 1 day ago
57%
Advances
ODDS (%)
Bullish Trend 1 day ago
72%
Bullish Trend 3 days ago
65%
Declines
ODDS (%)
Bearish Trend 5 days ago
68%
Bearish Trend 9 days ago
69%
BollingerBands
ODDS (%)
Bearish Trend 1 day ago
54%
Bearish Trend 1 day ago
79%
Aroon
ODDS (%)
Bullish Trend 1 day ago
73%
Bullish Trend 1 day ago
56%
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CG
Daily Signalchanged days ago
Gain/Loss if shorted
Show more...
PAX
Daily Signalchanged days ago
Gain/Loss if shorted
Show more...
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CG and

Correlation & Price change

A.I.dvisor indicates that over the last year, CG has been closely correlated with BX. These tickers have moved in lockstep 69% of the time. This A.I.-generated data suggests there is a high statistical probability that if CG jumps, then BX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To CG
1D Price
Change %
CG100%
+0.17%
BX - CG
69%
Closely correlated
-0.11%
TPG - CG
69%
Closely correlated
-1.62%
JHG - CG
67%
Closely correlated
-0.49%
APAM - CG
65%
Loosely correlated
+0.04%
TROW - CG
63%
Loosely correlated
-0.69%
More

PAX and

Correlation & Price change

A.I.dvisor indicates that over the last year, PAX has been loosely correlated with BAM. These tickers have moved in lockstep 58% of the time. This A.I.-generated data suggests there is some statistical probability that if PAX jumps, then BAM could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To PAX
1D Price
Change %
PAX100%
-2.04%
BAM - PAX
58%
Loosely correlated
-0.42%
CG - PAX
57%
Loosely correlated
+0.17%
APAM - PAX
57%
Loosely correlated
+0.04%
BN - PAX
55%
Loosely correlated
-0.37%
BX - PAX
55%
Loosely correlated
-0.11%
More