CG
Price
$63.75
Change
-$1.18 (-1.82%)
Updated
Sep 5 closing price
Capitalization
23.49B
66 days until earnings call
STEP
Price
$60.90
Change
-$0.75 (-1.22%)
Updated
Sep 5 closing price
Capitalization
4.78B
60 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$63.75
Change-$1.18 (-1.82%)
Volume$3.1M
Capitalization23.49B
StepStone Group
Price$60.90
Change-$0.75 (-1.22%)
Volume$436.01K
Capitalization4.78B
CG vs STEP Comparison Chart in %
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CG
Daily Signalchanged days ago
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STEP
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CG vs. STEP commentary
Sep 06, 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 STEP is a Hold.

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COMPARISON
Comparison
Sep 06, 2025
Stock price -- (CG: $63.75 vs. STEP: $60.90)
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: 120% vs. STEP: 75%
Market capitalization -- CG: $23.49B vs. STEP: $4.78B
CG [@Investment Managers] is valued at $23.49B. STEP’s [@Investment Managers] market capitalization is $4.78B. The market cap for tickers in the [@Investment Managers] industry ranges from $170.21B to $0. The average market capitalization across the [@Investment Managers] industry is $7.5B.

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 whileSTEP’s FA Score has 2 green FA rating(s).

  • CG’s FA Score: 2 green, 3 red.
  • STEP’s FA Score: 2 green, 3 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 3 TA indicator(s) are bullish while STEP’s TA Score has 3 bullish TA indicator(s).

  • CG’s TA Score: 3 bullish, 3 bearish.
  • STEP’s TA Score: 3 bullish, 4 bearish.
According to our system of comparison, CG is a better buy in the short-term than STEP.

Price Growth

CG (@Investment Managers) experienced а -1.25% price change this week, while STEP (@Investment Managers) price change was -1.87% for the same time period.

The average weekly price growth across all stocks in the @Investment Managers industry was -0.32%. For the same industry, the average monthly price growth was +2.75%, and the average quarterly price growth was +21.27%.

Reported Earning Dates

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

STEP is expected to report earnings on Nov 05, 2025.

Industries' Descriptions

@Investment Managers (-0.32% 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($23.5B) has a higher market cap than STEP($4.78B). STEP has higher P/E ratio than CG: STEP (104.85) vs CG (18.64). CG YTD gains are higher at: 28.769 vs. STEP (7.344). STEP has less debt than CG: STEP (383M) vs CG (10.5B). CG has higher revenues than STEP: CG (3.71B) vs STEP (1.35B).
CGSTEPCG / STEP
Capitalization23.5B4.78B491%
EBITDAN/A-237.41M-
Gain YTD28.7697.344392%
P/E Ratio18.64104.8518%
Revenue3.71B1.35B274%
Total CashN/AN/A-
Total Debt10.5B383M2,742%
FUNDAMENTALS RATINGS
CG: Fundamental Ratings
CG
OUTLOOK RATING
1..100
64
VALUATION
overvalued / fair valued / undervalued
1..100
28
Undervalued
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
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 2 days ago
58%
N/A
Stochastic
ODDS (%)
Bearish Trend 2 days ago
65%
Bearish Trend 2 days ago
67%
Momentum
ODDS (%)
Bullish Trend 2 days ago
70%
Bullish Trend 2 days ago
81%
MACD
ODDS (%)
N/A
Bearish Trend 2 days ago
70%
TrendWeek
ODDS (%)
Bearish Trend 2 days ago
66%
Bearish Trend 2 days ago
73%
TrendMonth
ODDS (%)
Bullish Trend 2 days ago
74%
Bullish Trend 2 days ago
81%
Advances
ODDS (%)
Bullish Trend 16 days ago
73%
Bullish Trend 16 days ago
79%
Declines
ODDS (%)
Bearish Trend 4 days ago
66%
Bearish Trend 4 days ago
72%
BollingerBands
ODDS (%)
N/A
N/A
Aroon
ODDS (%)
Bullish Trend 2 days ago
73%
Bearish Trend 2 days ago
69%
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CG
Daily Signalchanged days ago
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STEP
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