CG
Price
$61.86
Change
+$0.29 (+0.47%)
Updated
Aug 8, 11:16 AM (EDT)
Capitalization
16.93B
95 days until earnings call
SPMD
Price
$54.95
Change
+$0.13 (+0.24%)
Updated
Aug 8, 10:56 AM (EDT)
Net Assets
13.5B
Interact to see
Advertisement

CG vs SPMD

Header iconCG vs SPMD Comparison
Open Charts CG vs SPMDBanner chart's image
Carlyle Group (The)
Price$61.86
Change+$0.29 (+0.47%)
Volume$660
Capitalization16.93B
SPDR® Portfolio S&P 400™ Mid Cap ETF
Price$54.95
Change+$0.13 (+0.24%)
Volume$477
Net Assets13.5B
CG vs SPMD Comparison Chart in %
Loading...
CG
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
SPMD
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
View a ticker or compare two or three
VS
CG vs. SPMD commentary
Aug 08, 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 Buy and SPMD is a Hold.

Interact to see
Advertisement
COMPARISON
Comparison
Aug 08, 2025
Stock price -- (CG: $61.57)
Brand notoriety:
Market capitalization --

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 while.

  • CG’s FA Score: 1 green, 4 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 3 TA indicator(s) are bullish.

  • CG’s TA Score: 3 bullish, 6 bearish.

Price Growth

CG (@Investment Managers) experienced а +1.50% price change this weekfor the same time period.

The average weekly price growth across all stocks in the @Investment Managers industry was +0.79%. For the same industry, the average monthly price growth was +1.98%, and the average quarterly price growth was +13.19%.

Reported Earning Dates

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

Industries' Descriptions

@Investment Managers (+0.79% 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
Loading...
FUNDAMENTALS RATINGS
CG: Fundamental Ratings
CG
OUTLOOK RATING
1..100
70
VALUATION
overvalued / fair valued / undervalued
1..100
45
Fair valued
PROFIT vs RISK RATING
1..100
34
SMR RATING
1..100
30
PRICE GROWTH RATING
1..100
38
P/E GROWTH RATING
1..100
100
SEASONALITY SCORE
1..100
85

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
CGSPMD
RSI
ODDS (%)
Bearish Trend 1 day ago
61%
Bearish Trend 1 day ago
90%
Stochastic
ODDS (%)
Bearish Trend 1 day ago
66%
Bullish Trend 1 day ago
88%
Momentum
ODDS (%)
Bearish Trend 1 day ago
73%
Bearish Trend 1 day ago
76%
MACD
ODDS (%)
Bearish Trend 1 day ago
55%
Bearish Trend 1 day ago
88%
TrendWeek
ODDS (%)
Bullish Trend 1 day ago
74%
Bearish Trend 1 day ago
81%
TrendMonth
ODDS (%)
Bullish Trend 1 day ago
73%
Bearish Trend 1 day ago
83%
Advances
ODDS (%)
Bullish Trend 15 days ago
72%
Bullish Trend 17 days ago
84%
Declines
ODDS (%)
Bearish Trend 8 days ago
67%
Bearish Trend 1 day ago
84%
BollingerBands
ODDS (%)
Bearish Trend 1 day ago
52%
Bullish Trend 1 day ago
90%
Aroon
ODDS (%)
Bullish Trend 1 day ago
73%
Bullish Trend 1 day ago
81%
View a ticker or compare two or three
Interact to see
Advertisement
CG
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
SPMD
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
BITX62.172.40
+4.02%
2x Bitcoin Strategy ETF
VGSR10.400.01
+0.10%
Vert Global Sustainable Real Estate ETF
DVAL14.11-0.07
-0.46%
BrandywineGLOBAL Dyn US Lrg Cap Val ETF
SDTY44.84-0.24
-0.54%
YieldMax S&P 500 0DTE Cov Cll Stgy ETF
RCG2.64-0.03
-1.12%
RENN Fund

SPMD and

Correlation & Price change

A.I.dvisor indicates that over the last year, SPMD has been closely correlated with SF. These tickers have moved in lockstep 86% of the time. This A.I.-generated data suggests there is a high statistical probability that if SPMD jumps, then SF could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To SPMD
1D Price
Change %
SPMD100%
-0.20%
SF - SPMD
86%
Closely correlated
-1.37%
JHG - SPMD
86%
Closely correlated
-1.60%
WTFC - SPMD
84%
Closely correlated
-1.38%
CG - SPMD
84%
Closely correlated
-2.11%
JEF - SPMD
83%
Closely correlated
-0.33%
More