Correlation
The correlation between CG and BX is 0.57, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
CG vs. BX
Compare and contrast key facts about The Carlyle Group Inc. (CG) and The Blackstone Group Inc. (BX).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CG or BX.
Performance
CG vs. BX - Performance Comparison
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Key characteristics
CG:
0.21
BX:
0.51
CG:
0.54
BX:
0.89
CG:
1.07
BX:
1.12
CG:
0.21
BX:
0.45
CG:
0.50
BX:
1.08
CG:
15.94%
BX:
16.30%
CG:
45.38%
BX:
38.27%
CG:
-62.70%
BX:
-87.65%
CG:
-19.51%
BX:
-29.20%
Fundamentals
CG:
$16.32B
BX:
$168.35B
CG:
$2.94
BX:
$3.30
CG:
15.37
BX:
42.05
CG:
1.07
BX:
2.46
CG:
3.24
BX:
13.61
CG:
2.93
BX:
13.30
CG:
$4.14B
BX:
$11.16B
CG:
$3.47B
BX:
$10.71B
CG:
$1.63B
BX:
$6.07B
Returns By Period
In the year-to-date period, CG achieves a -9.20% return, which is significantly higher than BX's -18.26% return. Over the past 10 years, CG has underperformed BX with an annualized return of 10.15%, while BX has yielded a comparatively higher 18.12% annualized return.
CG
-9.20%
11.72%
-13.87%
8.36%
9.40%
14.00%
10.15%
BX
-18.26%
0.98%
-26.25%
18.24%
9.12%
23.79%
18.12%
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Risk-Adjusted Performance
CG vs. BX — Risk-Adjusted Performance Rank
CG
BX
CG vs. BX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for The Carlyle Group Inc. (CG) and The Blackstone Group Inc. (BX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
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Dividends
CG vs. BX - Dividend Comparison
CG's dividend yield for the trailing twelve months is around 3.10%, more than BX's 2.92% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CG The Carlyle Group Inc. | 3.10% | 2.77% | 3.38% | 4.11% | 1.82% | 3.18% | 4.24% | 7.87% | 5.41% | 11.02% | 21.70% | 6.84% |
BX The Blackstone Group Inc. | 2.92% | 2.00% | 2.54% | 6.66% | 2.76% | 2.95% | 3.43% | 8.12% | 7.25% | 8.44% | 9.76% | 5.57% |
Drawdowns
CG vs. BX - Drawdown Comparison
The maximum CG drawdown since its inception was -62.70%, smaller than the maximum BX drawdown of -87.65%. Use the drawdown chart below to compare losses from any high point for CG and BX.
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Volatility
CG vs. BX - Volatility Comparison
The Carlyle Group Inc. (CG) has a higher volatility of 13.20% compared to The Blackstone Group Inc. (BX) at 10.17%. This indicates that CG's price experiences larger fluctuations and is considered to be riskier than BX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Financials
CG vs. BX - Financials Comparison
This section allows you to compare key financial metrics between The Carlyle Group Inc. and The Blackstone Group Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
CG vs. BX - Profitability Comparison
CG - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2025, The Carlyle Group Inc. reported a gross profit of 666.50M and revenue of 807.80M. Therefore, the gross margin over that period was 82.5%.
BX - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2025, The Blackstone Group Inc. reported a gross profit of 2.83B and revenue of 2.94B. Therefore, the gross margin over that period was 96.0%.
CG - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2025, The Carlyle Group Inc. reported an operating income of 171.00M and revenue of 807.80M, resulting in an operating margin of 21.2%.
BX - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2025, The Blackstone Group Inc. reported an operating income of 1.45B and revenue of 2.94B, resulting in an operating margin of 49.3%.
CG - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2025, The Carlyle Group Inc. reported a net income of 130.00M and revenue of 807.80M, resulting in a net margin of 16.1%.
BX - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2025, The Blackstone Group Inc. reported a net income of 614.85M and revenue of 2.94B, resulting in a net margin of 20.9%.