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CG vs TROW
Which Stock Would AI Choose? Carlyle Group (CG) vs. T. Rowe Price Group (TROW) Stock Comparison
Key Takeaways
- Carlyle Group (CG) has delivered stronger year-to-date gains of approximately 19%, outperforming T. Rowe Price Group (TROW)'s modest 0.5% rise.
- TROW offers a higher dividend yield of 5.13%, appealing to income-focused investors, compared to CG's 2.93%.
- Both stocks trade at similar forward P/E ratios around 10, suggesting comparable valuations on future earnings.
- CG focuses on alternative investments like private equity, driving higher growth potential but increased volatility (beta 2.04), while TROW emphasizes traditional equity funds with greater stability (beta 1.52).
- Tickeron's comparison tool indicates CG as a stronger long-term buy relative to TROW.
Introduction
Carlyle Group (CG) and T. Rowe Price Group (TROW) represent distinct approaches within the asset management sector: one rooted in alternative investments and the other in traditional public market strategies. This stock comparison analyzes their recent market positioning, performance metrics, and growth drivers, aiding traders seeking momentum plays and investors prioritizing income or diversification. In the current environment of shifting interest rates and market volatility, understanding their relative strengths helps in portfolio allocation decisions.
CG Overview and Recent Performance
The Carlyle Group (CG) is a global investment firm specializing in private equity, real assets, global market strategies, and solutions. It manages investments across sectors like industrials, energy, healthcare, and technology, often through leveraged buyouts and structured credit. With a market capitalization of about $17.2 billion and assets under management (AUM) in the hundreds of billions, CG benefits from strong inflows and fee-related earnings growth.
In recent market activity, CG shares have shown resilience, posting year-to-date gains of roughly 19% amid broader sector pressures. Influences include record inflows exceeding $54 billion in the prior year and robust fourth-quarter distributable earnings, though shares faced some pressure from valuation concerns and redemptions in private credit funds. Sentiment remains supported by ambitious long-term inflow targets and attractive forward valuations.
TROW Overview and Recent Performance
T. Rowe Price Group (TROW) is a prominent asset manager offering equity, fixed-income, and balanced mutual funds to individual and institutional clients worldwide. It emphasizes fundamental analysis and manages approximately $1.78 trillion in AUM as of late 2025, with a focus on retirement accounts and U.S.-centric strategies. The firm has a market cap of around $22.1 billion and a reputation for consistent dividend growth.
Recent performance for TROW has been more subdued, with year-to-date returns near 0.5%, reflecting challenges in net inflows and market rotations away from active management. Key factors include stable earnings growth and high profit margins above 28%, bolstered by a strong balance sheet. However, shares have experienced volatility tied to consensus EPS revisions and sector-wide flows, maintaining appeal through a high dividend yield.
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Head-to-Head Comparison
Business models differ markedly: CG thrives on illiquid alternatives like private equity and credit, offering higher growth drivers through deal activity and AUM expansion, while TROW relies on scalable public equities and fixed income, emphasizing low-cost funds and retirement flows. Recent momentum favors CG with superior YTD returns, but TROW provides better stability and income via dividends.
Risk factors include CG's higher leverage (debt/equity ~197%) and beta, exposing it to economic cycles, versus TROW's conservative profile. Both share sector exposure to financial services, but CG diversifies into real assets. Market sentiment leans toward CG for growth trades, while TROW attracts value seekers amid similar forward P/E ratios.
Tickeron AI Verdict
Tickeron’s AI currently favors CG over TROW, driven by stronger trend consistency, recent outperformance, and favorable positioning in alternative assets amid rising private market interest. Factors like lower forward P/E relative to trailing and inflow momentum suggest higher probability of near-term upside, though TROW remains viable for stability.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer. Disclaimers and Limitations
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 TROW is a Hold.
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 whileTROW’s FA Score has 1 green FA rating(s).
- CG’s FA Score: 1 green, 4 red.
- TROW’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 5 TA indicator(s) are bullish while TROW’s TA Score has 5 bullish TA indicator(s).
- CG’s TA Score: 5 bullish, 4 bearish.
- TROW’s TA Score: 5 bullish, 4 bearish.
Price Growth
CG (@Investment Managers) experienced а -3.61% price change this week, while TROW (@Investment Managers) price change was -0.57% for the same time period.
The average weekly price growth across all stocks in the @Investment Managers industry was -2.28%. For the same industry, the average monthly price growth was -2.46%, and the average quarterly price growth was -8.13%.
Reported Earning Dates
CG is expected to report earnings on Jul 23, 2026.
TROW is expected to report earnings on Jul 23, 2026.
Industries' Descriptions
@Investment Managers (-2.28% 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.
| CG | TROW | CG / TROW | |
| Capitalization | 16B | 23.1B | 69% |
| EBITDA | N/A | 3.17B | - |
| Gain YTD | -23.553 | 8.335 | -283% |
| P/E Ratio | 30.53 | 11.59 | 263% |
| Revenue | 2.9B | 7.41B | 39% |
| Total Cash | N/A | 2.11B | - |
| Total Debt | 14.6B | 438M | 3,333% |
CG | TROW | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 15 | 29 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 64 Fair valued | 87 Overvalued | |
PROFIT vs RISK RATING 1..100 | 81 | 100 | |
SMR RATING 1..100 | 70 | 46 | |
PRICE GROWTH RATING 1..100 | 70 | 23 | |
P/E GROWTH RATING 1..100 | 11 | 43 | |
SEASONALITY SCORE 1..100 | 90 | 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.
CG's Valuation (64) in the Investment Managers industry is in the same range as TROW (87). This means that CG’s stock grew similarly to TROW’s over the last 12 months.
CG's Profit vs Risk Rating (81) in the Investment Managers industry is in the same range as TROW (100). This means that CG’s stock grew similarly to TROW’s over the last 12 months.
TROW's SMR Rating (46) in the Investment Managers industry is in the same range as CG (70). This means that TROW’s stock grew similarly to CG’s over the last 12 months.
TROW's Price Growth Rating (23) in the Investment Managers industry is somewhat better than the same rating for CG (70). This means that TROW’s stock grew somewhat faster than CG’s over the last 12 months.
CG's P/E Growth Rating (11) in the Investment Managers industry is in the same range as TROW (43). This means that CG’s stock grew similarly to TROW’s over the last 12 months.
| CG | TROW | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 73% | 2 days ago 63% |
| Stochastic ODDS (%) | 2 days ago 74% | 2 days ago 58% |
| Momentum ODDS (%) | 2 days ago 69% | 2 days ago 61% |
| MACD ODDS (%) | 2 days ago 72% | 2 days ago 63% |
| TrendWeek ODDS (%) | 2 days ago 72% | 2 days ago 63% |
| TrendMonth ODDS (%) | 2 days ago 71% | 2 days ago 59% |
| Advances ODDS (%) | 8 days ago 69% | 8 days ago 58% |
| Declines ODDS (%) | 2 days ago 70% | 6 days ago 63% |
| BollingerBands ODDS (%) | 2 days ago 71% | 2 days ago 53% |
| Aroon ODDS (%) | 2 days ago 73% | 2 days ago 47% |
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TROW and
Correlation & Price change
A.I.dvisor indicates that over the last year, TROW has been closely correlated with PFG. These tickers have moved in lockstep 72% of the time. This A.I.-generated data suggests there is a high statistical probability that if TROW jumps, then PFG could also see price increases.
| Ticker / NAME | Correlation To TROW | 1D Price Change % | ||
|---|---|---|---|---|
| TROW | 100% | +0.32% | ||
| PFG - TROW | 72% Closely correlated | +1.52% | ||
| APAM - TROW | 66% Closely correlated | +0.28% | ||
| CG - TROW | 61% Loosely correlated | -0.51% | ||
| IVZ - TROW | 60% Loosely correlated | +2.27% | ||
| BLK - TROW | 60% Loosely correlated | +0.16% | ||
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