CG
Price
$51.17
Change
+$0.50 (+0.99%)
Updated
Jun 27 closing price
Capitalization
16.93B
26 days until earnings call
STEP
Price
$56.16
Change
+$0.12 (+0.21%)
Updated
Jun 27 closing price
Capitalization
2.3B
39 days until earnings call
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CG vs STEP

Header iconCG vs STEP Comparison
Open Charts CG vs STEPBanner chart's image
Carlyle Group (The)
Price$51.17
Change+$0.50 (+0.99%)
Volume$5.03M
Capitalization16.93B
StepStone Group
Price$56.16
Change+$0.12 (+0.21%)
Volume$919.55K
Capitalization2.3B
CG vs STEP Comparison Chart in %
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CG
Daily Signalchanged days ago
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STEP
Daily Signalchanged days ago
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CG vs. STEP commentary
Jun 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 StrongBuy and STEP is a StrongBuy.

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COMPARISON
Comparison
Jun 28, 2025
Stock price -- (CG: $51.18 vs. STEP: $56.16)
Brand notoriety: CG and STEP are both not notable
Both companies represent the Investment Managers industry
Current volume relative to the 65-day Moving Average: CG: 197% vs. STEP: 139%
Market capitalization -- CG: $16.93B vs. STEP: $2.3B
CG [@Investment Managers] is valued at $16.93B. STEP’s [@Investment Managers] market capitalization is $2.3B. 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 $6.16B.

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 whileSTEP’s FA Score has 1 green FA rating(s).

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

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 4 TA indicator(s) are bullish while STEP’s TA Score has 5 bullish TA indicator(s).

  • CG’s TA Score: 4 bullish, 4 bearish.
  • STEP’s TA Score: 5 bullish, 5 bearish.
According to our system of comparison, both CG and STEP are a good buy in the short-term.

Price Growth

CG (@Investment Managers) experienced а +9.22% price change this week, while STEP (@Investment Managers) price change was +5.88% for the same time period.

The average weekly price growth across all stocks in the @Investment Managers industry was +2.82%. For the same industry, the average monthly price growth was +5.28%, and the average quarterly price growth was +10.41%.

Reported Earning Dates

CG is expected to report earnings on Jul 24, 2025.

STEP is expected to report earnings on Aug 06, 2025.

Industries' Descriptions

@Investment Managers (+2.82% 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 STEP($2.3B). CG has higher P/E ratio than STEP: CG (77.57) vs STEP (38.72). CG YTD gains are higher at: 2.812 vs. STEP (-1.451). STEP has less debt than CG: STEP (242M) vs CG (9.26B). CG has higher revenues than STEP: CG (1.32B) vs STEP (527M).
CGSTEPCG / STEP
Capitalization16.9B2.3B736%
EBITDAN/A225M-
Gain YTD2.812-1.451-194%
P/E Ratio77.5738.72200%
Revenue1.32B527M251%
Total CashN/A174M-
Total Debt9.26B242M3,825%
FUNDAMENTALS RATINGS
CG: Fundamental Ratings
CG
OUTLOOK RATING
1..100
25
VALUATION
overvalued / fair valued / undervalued
1..100
38
Fair valued
PROFIT vs RISK RATING
1..100
45
SMR RATING
1..100
24
PRICE GROWTH RATING
1..100
44
P/E GROWTH RATING
1..100
100
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
CGSTEP
RSI
ODDS (%)
Bearish Trend 1 day ago
62%
Bullish Trend 1 day ago
81%
Stochastic
ODDS (%)
Bearish Trend 1 day ago
60%
Bearish Trend 1 day ago
60%
Momentum
ODDS (%)
Bullish Trend 1 day ago
76%
Bullish Trend 1 day ago
74%
MACD
ODDS (%)
Bullish Trend 1 day ago
77%
Bearish Trend 1 day ago
64%
TrendWeek
ODDS (%)
Bullish Trend 1 day ago
72%
Bullish Trend 1 day ago
80%
TrendMonth
ODDS (%)
Bullish Trend 1 day ago
72%
Bearish Trend 1 day ago
75%
Advances
ODDS (%)
Bullish Trend 1 day ago
71%
Bullish Trend 1 day ago
79%
Declines
ODDS (%)
Bearish Trend 26 days ago
68%
Bearish Trend 11 days ago
71%
BollingerBands
ODDS (%)
Bearish Trend 1 day ago
55%
Bullish Trend 1 day ago
79%
Aroon
ODDS (%)
Bullish Trend 1 day ago
73%
Bearish Trend 1 day ago
74%
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CG
Daily Signalchanged days ago
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STEP
Daily Signalchanged days ago
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