CG
Price
$58.21
Change
-$0.27 (-0.46%)
Updated
Oct 27, 04:59 PM (EDT)
Capitalization
21.15B
15 days until earnings call
Intraday Buy/Sell Signals
RJF
Price
$161.72
Change
-$0.72 (-0.44%)
Updated
Oct 27, 04:59 PM (EDT)
Capitalization
32.18B
93 days until earnings call
Intraday Buy/Sell Signals
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CG vs RJF

Header iconCG vs RJF Comparison
Open Charts CG vs RJFBanner chart's image
Carlyle Group (The)
Price$58.21
Change-$0.27 (-0.46%)
Volume$84.5K
Capitalization21.15B
Raymond James Financial
Price$161.72
Change-$0.72 (-0.44%)
Volume$23.07K
Capitalization32.18B
CG vs RJF Comparison Chart in %
CG
Daily Signalchanged days ago
Gain/Loss if bought
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RJF
Daily Signalchanged days ago
Gain/Loss if bought
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CG vs. RJF commentary
Oct 28, 2025

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 RJF is a Hold.

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COMPARISON
Comparison
Oct 28, 2025
Stock price -- (CG: $58.48 vs. RJF: $162.44)
Brand notoriety: CG and RJF are both not notable
Both companies represent the Investment Managers industry
Current volume relative to the 65-day Moving Average: CG: 71% vs. RJF: 177%
Market capitalization -- CG: $21.15B vs. RJF: $32.18B
CG [@Investment Managers] is valued at $21.15B. RJF’s [@Investment Managers] market capitalization is $32.18B. The market cap for tickers in the [@Investment Managers] industry ranges from $176.29B to $0. The average market capitalization across the [@Investment Managers] industry is $7.36B.

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 whileRJF’s FA Score has 3 green FA rating(s).

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

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 RJF’s TA Score has 4 bullish TA indicator(s).

  • CG’s TA Score: 5 bullish, 5 bearish.
  • RJF’s TA Score: 4 bullish, 6 bearish.
According to our system of comparison, CG is a better buy in the short-term than RJF.

Price Growth

CG (@Investment Managers) experienced а +2.35% price change this week, while RJF (@Investment Managers) price change was +0.59% for the same time period.

The average weekly price growth across all stocks in the @Investment Managers industry was +0.91%. For the same industry, the average monthly price growth was -0.24%, and the average quarterly price growth was +15.94%.

Reported Earning Dates

CG is expected to report earnings on Nov 11, 2025.

RJF is expected to report earnings on Jan 28, 2026.

Industries' Descriptions

@Investment Managers (+0.91% 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
RJF($32.2B) has a higher market cap than CG($21.2B). CG has higher P/E ratio than RJF: CG (17.10) vs RJF (15.77). CG YTD gains are higher at: 18.124 vs. RJF (5.945). RJF has less debt than CG: RJF (2.89B) vs CG (10.7B). RJF has higher revenues than CG: RJF (13.6B) vs CG (3.71B).
CGRJFCG / RJF
Capitalization21.2B32.2B66%
EBITDAN/AN/A-
Gain YTD18.1245.945305%
P/E Ratio17.1015.77108%
Revenue3.71B13.6B27%
Total CashN/A2.61B-
Total Debt10.7B2.89B370%
FUNDAMENTALS RATINGS
CG vs RJF: Fundamental Ratings
CG
RJF
OUTLOOK RATING
1..100
5672
VALUATION
overvalued / fair valued / undervalued
1..100
26
Undervalued
33
Fair valued
PROFIT vs RISK RATING
1..100
3716
SMR RATING
1..100
3010
PRICE GROWTH RATING
1..100
5056
P/E GROWTH RATING
1..100
10044
SEASONALITY SCORE
1..100
90n/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.

CG's Valuation (26) in the Investment Managers industry is in the same range as RJF (33) in the Investment Banks Or Brokers industry. This means that CG’s stock grew similarly to RJF’s over the last 12 months.

RJF's Profit vs Risk Rating (16) in the Investment Banks Or Brokers industry is in the same range as CG (37) in the Investment Managers industry. This means that RJF’s stock grew similarly to CG’s over the last 12 months.

RJF's SMR Rating (10) in the Investment Banks Or Brokers industry is in the same range as CG (30) in the Investment Managers industry. This means that RJF’s stock grew similarly to CG’s over the last 12 months.

CG's Price Growth Rating (50) in the Investment Managers industry is in the same range as RJF (56) in the Investment Banks Or Brokers industry. This means that CG’s stock grew similarly to RJF’s over the last 12 months.

RJF's P/E Growth Rating (44) in the Investment Banks Or Brokers industry is somewhat better than the same rating for CG (100) in the Investment Managers industry. This means that RJF’s stock grew somewhat faster than CG’s over the last 12 months.

TECHNICAL ANALYSIS
Technical Analysis
CGRJF
RSI
ODDS (%)
Bullish Trend 4 days ago
71%
Bullish Trend 4 days ago
71%
Stochastic
ODDS (%)
Bullish Trend 4 days ago
70%
Bearish Trend 4 days ago
61%
Momentum
ODDS (%)
Bullish Trend 4 days ago
70%
Bullish Trend 4 days ago
70%
MACD
ODDS (%)
Bearish Trend 4 days ago
49%
Bullish Trend 4 days ago
72%
TrendWeek
ODDS (%)
Bullish Trend 4 days ago
74%
Bullish Trend 4 days ago
67%
TrendMonth
ODDS (%)
Bearish Trend 4 days ago
69%
Bearish Trend 4 days ago
61%
Advances
ODDS (%)
Bullish Trend 8 days ago
72%
Bullish Trend 6 days ago
63%
Declines
ODDS (%)
Bearish Trend 5 days ago
65%
Bearish Trend 4 days ago
56%
BollingerBands
ODDS (%)
Bullish Trend 4 days ago
59%
Bearish Trend 8 days ago
40%
Aroon
ODDS (%)
Bearish Trend 4 days ago
70%
Bearish Trend 4 days ago
66%
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CG
Daily Signalchanged days ago
Gain/Loss if bought
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RJF
Daily Signalchanged days ago
Gain/Loss if bought
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RJF and

Correlation & Price change

A.I.dvisor indicates that over the last year, RJF has been closely correlated with SF. These tickers have moved in lockstep 87% of the time. This A.I.-generated data suggests there is a high statistical probability that if RJF jumps, then SF could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To RJF
1D Price
Change %
RJF100%
-1.60%
SF - RJF
87%
Closely correlated
+1.17%
MS - RJF
82%
Closely correlated
+2.86%
EVR - RJF
80%
Closely correlated
+2.05%
GS - RJF
80%
Closely correlated
+4.41%
CG - RJF
79%
Closely correlated
+1.62%
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