CG
Price
$64.56
Change
+$0.14 (+0.22%)
Updated
Aug 29 closing price
Capitalization
23.35B
72 days until earnings call
STT
Price
$114.97
Change
-$0.27 (-0.23%)
Updated
Aug 29 closing price
Capitalization
32.62B
51 days until earnings call
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CG vs STT

Header iconCG vs STT Comparison
Open Charts CG vs STTBanner chart's image
Carlyle Group (The)
Price$64.56
Change+$0.14 (+0.22%)
Volume$1.51M
Capitalization23.35B
State Street
Price$114.97
Change-$0.27 (-0.23%)
Volume$995.21K
Capitalization32.62B
CG vs STT Comparison Chart in %
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CG
Daily Signalchanged days ago
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STT
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CG vs. STT commentary
Aug 31, 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 STT is a Buy.

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COMPARISON
Comparison
Aug 31, 2025
Stock price -- (CG: $64.56 vs. STT: $114.97)
Brand notoriety: CG and STT are both not notable
Both companies represent the Investment Managers industry
Current volume relative to the 65-day Moving Average: CG: 58% vs. STT: 51%
Market capitalization -- CG: $23.35B vs. STT: $32.62B
CG [@Investment Managers] is valued at $23.35B. STT’s [@Investment Managers] market capitalization is $32.62B. The market cap for tickers in the [@Investment Managers] industry ranges from $174.54B to $0. The average market capitalization across the [@Investment Managers] industry is $7.62B.

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 whileSTT’s FA Score has 4 green FA rating(s).

  • CG’s FA Score: 2 green, 3 red.
  • STT’s FA Score: 4 green, 1 red.
According to our system of comparison, both CG and STT are a good buy in the long-term.

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

  • CG’s TA Score: 3 bullish, 5 bearish.
  • STT’s TA Score: 4 bullish, 3 bearish.
According to our system of comparison, STT is a better buy in the short-term than CG.

Price Growth

CG (@Investment Managers) experienced а -0.23% price change this week, while STT (@Investment Managers) price change was -0.44% for the same time period.

The average weekly price growth across all stocks in the @Investment Managers industry was +1.19%. For the same industry, the average monthly price growth was +2.93%, and the average quarterly price growth was +17.50%.

Reported Earning Dates

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

STT is expected to report earnings on Oct 21, 2025.

Industries' Descriptions

@Investment Managers (+1.19% 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
STT($32.6B) has a higher market cap than CG($23.4B). CG has higher P/E ratio than STT: CG (18.88) vs STT (12.92). CG YTD gains are higher at: 30.405 vs. STT (19.919). CG has less debt than STT: CG (10.5B) vs STT (35.8B). STT has higher revenues than CG: STT (13.3B) vs CG (3.71B).
CGSTTCG / STT
Capitalization23.4B32.6B72%
EBITDAN/AN/A-
Gain YTD30.40519.919153%
P/E Ratio18.8812.92146%
Revenue3.71B13.3B28%
Total CashN/A4.66B-
Total Debt10.5B35.8B29%
FUNDAMENTALS RATINGS
CG vs STT: Fundamental Ratings
CG
STT
OUTLOOK RATING
1..100
6480
VALUATION
overvalued / fair valued / undervalued
1..100
30
Undervalued
25
Undervalued
PROFIT vs RISK RATING
1..100
3429
SMR RATING
1..100
309
PRICE GROWTH RATING
1..100
4015
P/E GROWTH RATING
1..100
10076
SEASONALITY SCORE
1..100
9050

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.

STT's Valuation (25) in the Regional Banks industry is in the same range as CG (30) in the Investment Managers industry. This means that STT’s stock grew similarly to CG’s over the last 12 months.

STT's Profit vs Risk Rating (29) in the Regional Banks industry is in the same range as CG (34) in the Investment Managers industry. This means that STT’s stock grew similarly to CG’s over the last 12 months.

STT's SMR Rating (9) in the Regional Banks industry is in the same range as CG (30) in the Investment Managers industry. This means that STT’s stock grew similarly to CG’s over the last 12 months.

STT's Price Growth Rating (15) in the Regional Banks industry is in the same range as CG (40) in the Investment Managers industry. This means that STT’s stock grew similarly to CG’s over the last 12 months.

STT's P/E Growth Rating (76) in the Regional Banks industry is in the same range as CG (100) in the Investment Managers industry. This means that STT’s stock grew similarly to CG’s over the last 12 months.

TECHNICAL ANALYSIS
Technical Analysis
CGSTT
RSI
ODDS (%)
Bearish Trend 2 days ago
50%
N/A
Stochastic
ODDS (%)
Bearish Trend 2 days ago
60%
Bearish Trend 2 days ago
59%
Momentum
ODDS (%)
Bullish Trend 2 days ago
69%
Bullish Trend 2 days ago
72%
MACD
ODDS (%)
Bearish Trend 2 days ago
47%
Bullish Trend 2 days ago
66%
TrendWeek
ODDS (%)
Bearish Trend 2 days ago
67%
Bearish Trend 2 days ago
58%
TrendMonth
ODDS (%)
Bullish Trend 2 days ago
74%
Bullish Trend 2 days ago
64%
Advances
ODDS (%)
Bullish Trend 9 days ago
73%
Bullish Trend 9 days ago
65%
Declines
ODDS (%)
Bearish Trend 3 days ago
66%
Bearish Trend about 1 month ago
57%
BollingerBands
ODDS (%)
Bearish Trend 5 days ago
66%
Bearish Trend 2 days ago
57%
Aroon
ODDS (%)
Bullish Trend 2 days ago
71%
Bullish Trend 2 days ago
64%
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CG
Daily Signalchanged days ago
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STT
Daily Signalchanged days ago
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