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CG vs PFG
Which Stock Would AI Choose? The Carlyle Group (CG) vs. Principal Financial Group (PFG) Stock Comparison
Key Takeaways
- The Carlyle Group (CG) operates as a global alternative asset manager with a focus on private equity and real assets, while Principal Financial Group (PFG) emphasizes retirement services, insurance, and investment management with more stable fee-based revenue.
- In recent market activity, PFG has shown stronger year-to-date price appreciation compared to CG, reflecting differences in sector positioning and investor sentiment toward income-oriented financials.
- Both companies are preparing for upcoming earnings releases, with CG scheduled for early August 2026 and PFG reporting results around late July 2026, providing near-term catalysts for sentiment shifts.
- CG exhibits higher volatility tied to alternative asset performance and deal flow, whereas PFG benefits from recurring revenue streams that support a dividend yield near 3%.
- Market positioning favors PFG for relative stability amid broader financial sector trends, while CG offers exposure to growth in private markets with potentially higher upside in favorable capital-raising environments.
- Relative performance highlights trade-offs between CG’s growth-oriented model and PFG’s emphasis on consistent returns and shareholder distributions.
Introduction
Investors and traders often compare stocks within the financial sector to assess relative value, momentum, and risk profiles amid evolving economic conditions. The Carlyle Group (CG) and Principal Financial Group (PFG) represent distinct approaches to asset and wealth management, making them relevant for those evaluating diversified financial holdings. This comparison examines recent price behavior, business fundamentals, and market sentiment over recent weeks to help market participants understand performance contrasts. It is particularly useful for portfolio managers seeking exposure to alternative assets versus traditional retirement and insurance products, as well as for those monitoring sector rotation within financial services.
CG Overview and Recent Performance
The Carlyle Group (CG) is a leading global alternative asset manager specializing in private equity, real estate, credit, and infrastructure. Its performance is closely tied to fundraising success, investment realizations, and overall private market activity. In recent market activity, CG shares have traded in the mid-$40 range, reflecting mixed sentiment influenced by broader equity volatility and expectations for second-quarter 2026 results, slated for release in early August. Assets under management (AUM) remain a key metric, with prior reports indicating substantial scale that supports fee income. Recent developments, including scheduled earnings announcements, have shaped investor focus on deal pipelines and capital deployment trends, contributing to measured price movements rather than sharp directional shifts.
PFG Overview and Recent Performance
Principal Financial Group (PFG) provides retirement, investment management, and insurance solutions, generating revenue through asset-based fees and premium income. The company has demonstrated resilience with recurring revenue streams that appeal to income-focused investors. In recent market activity, PFG shares have traded near $107–$109, supported by a year-to-date gain exceeding 20% and a quarterly dividend yielding approximately 3%. Upcoming second-quarter 2026 earnings, expected around July 27–28, 2026, along with updates on AUM, have influenced sentiment. Strong segment performance in retirement solutions and positive analyst attention on revenue stability have contributed to relatively firm price action compared to more cyclical peers.
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Head-to-Head Comparison
CG and PFG differ significantly in business models: CG concentrates on alternative investments with performance fees that introduce variability, while PFG relies on steady asset management and insurance operations. Growth drivers for CG include private market expansion and transaction activity, whereas PFG benefits from demographic trends in retirement savings and consistent net inflows. Recent momentum has favored PFG due to its dividend appeal and lower volatility profile. Risk factors for CG encompass sensitivity to interest rates and economic cycles affecting deal activity; PFG faces interest-rate and longevity risks but maintains more predictable earnings. Sector exposure positions CG toward alternatives and PFG toward traditional financial services, leading to divergent reactions to macroeconomic data. Overall market sentiment reflects these contrasts, with PFG showing steadier positioning in the current environment.
Tickeron AI Verdict
Based on observable factors such as recent price consistency, earnings visibility, and relative stability, Tickeron’s AI would currently assign a probabilistic edge to PFG over CG. PFG’s stronger year-to-date performance and recurring revenue characteristics suggest more consistent trend alignment, while CG’s upcoming earnings provide a potential catalyst offset by higher sensitivity to market swings. This assessment remains data-dependent and subject to shifts with new information.
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 PFG is a StrongBuy.
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 whilePFG’s FA Score has 2 green FA rating(s).
- CG’s FA Score: 1 green, 4 red.
- PFG’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 PFG’s TA Score has 4 bullish TA indicator(s).
- CG’s TA Score: 5 bullish, 4 bearish.
- PFG’s TA Score: 4 bullish, 3 bearish.
Price Growth
CG (@Investment Managers) experienced а -3.15% price change this week, while PFG (@Investment Managers) price change was -0.94% 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 +5.05%, and the average quarterly price growth was +2.98%.
Reported Earning Dates
CG is expected to report earnings on Nov 10, 2026.
PFG is expected to report earnings on Oct 22, 2026.
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.
| CG | PFG | CG / PFG | |
| Capitalization | 18.3B | 24.6B | 74% |
| EBITDA | N/A | N/A | - |
| Gain YTD | -17.207 | 31.175 | -55% |
| P/E Ratio | 53.55 | 16.37 | 327% |
| Revenue | 2.9B | 15.7B | 18% |
| Total Cash | N/A | 33.1B | - |
| Total Debt | 14.6B | 4.34B | 336% |
CG | PFG | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 34 | 79 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 70 Overvalued | 11 Undervalued | |
PROFIT vs RISK RATING 1..100 | 80 | 100 | |
SMR RATING 1..100 | 70 | 100 | |
PRICE GROWTH RATING 1..100 | 58 | 22 | |
P/E GROWTH RATING 1..100 | 6 | 45 | |
SEASONALITY SCORE 1..100 | 50 | 65 |
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.
PFG's Valuation (11) in the Life Or Health Insurance industry is somewhat better than the same rating for CG (70) in the Investment Managers industry. This means that PFG’s stock grew somewhat faster than CG’s over the last 12 months.
CG's Profit vs Risk Rating (80) in the Investment Managers industry is in the same range as PFG (100) in the Life Or Health Insurance industry. This means that CG’s stock grew similarly to PFG’s over the last 12 months.
CG's SMR Rating (70) in the Investment Managers industry is in the same range as PFG (100) in the Life Or Health Insurance industry. This means that CG’s stock grew similarly to PFG’s over the last 12 months.
PFG's Price Growth Rating (22) in the Life Or Health Insurance industry is somewhat better than the same rating for CG (58) in the Investment Managers industry. This means that PFG’s stock grew somewhat faster than CG’s over the last 12 months.
CG's P/E Growth Rating (6) in the Investment Managers industry is somewhat better than the same rating for PFG (45) in the Life Or Health Insurance industry. This means that CG’s stock grew somewhat faster than PFG’s over the last 12 months.
| CG | PFG | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 69% | N/A |
| Stochastic ODDS (%) | 2 days ago 63% | 2 days ago 55% |
| Momentum ODDS (%) | 2 days ago 75% | 2 days ago 67% |
| MACD ODDS (%) | N/A | 2 days ago 64% |
| TrendWeek ODDS (%) | 2 days ago 73% | 2 days ago 53% |
| TrendMonth ODDS (%) | 2 days ago 67% | 2 days ago 59% |
| Advances ODDS (%) | 3 days ago 69% | 10 days ago 66% |
| Declines ODDS (%) | 7 days ago 71% | 22 days ago 57% |
| BollingerBands ODDS (%) | 2 days ago 52% | 2 days ago 74% |
| Aroon ODDS (%) | 2 days ago 65% | 2 days ago 58% |
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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 79% 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.
PFG and
Correlation & Price change
A.I.dvisor indicates that over the last year, PFG has been loosely correlated with EQH. These tickers have moved in lockstep 60% of the time. This A.I.-generated data suggests there is some statistical probability that if PFG jumps, then EQH could also see price increases.
| Ticker / NAME | Correlation To PFG | 1D Price Change % | ||
|---|---|---|---|---|
| PFG | 100% | +0.65% | ||
| EQH - PFG | 60% Loosely correlated | +1.01% | ||
| CRBG - PFG | 59% Loosely correlated | +1.17% | ||
| BBUC - PFG | 54% Loosely correlated | +0.31% | ||
| STT - PFG | 54% Loosely correlated | +1.54% | ||
| CG - PFG | 51% Loosely correlated | -0.19% | ||
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