Correlation
The correlation between CG and O is 0.36, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
CG vs. O
Compare and contrast key facts about The Carlyle Group Inc. (CG) and Realty Income Corporation (O).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CG or O.
Performance
CG vs. O - Performance Comparison
Loading data...
Key characteristics
CG:
0.29
O:
0.90
CG:
0.49
O:
1.17
CG:
1.07
O:
1.14
CG:
0.16
O:
0.57
CG:
0.38
O:
1.50
CG:
15.90%
O:
9.49%
CG:
45.47%
O:
18.41%
CG:
-62.70%
O:
-48.45%
CG:
-18.30%
O:
-12.61%
Fundamentals
CG:
$16.66B
O:
$50.72B
CG:
$2.91
O:
$1.09
CG:
15.72
O:
51.24
CG:
1.06
O:
5.56
CG:
3.31
O:
9.38
CG:
2.96
O:
1.29
CG:
$4.47B
O:
$5.39B
CG:
$2.08B
O:
$5.00B
CG:
$922.90M
O:
$4.29B
Returns By Period
In the year-to-date period, CG achieves a -7.83% return, which is significantly lower than O's 8.07% return. Over the past 10 years, CG has outperformed O with an annualized return of 9.76%, while O has yielded a comparatively lower 7.54% annualized return.
CG
-7.83%
18.12%
-11.70%
13.23%
8.94%
14.34%
9.76%
O
8.07%
-1.32%
-0.58%
16.46%
-1.63%
6.70%
7.54%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Risk-Adjusted Performance
CG vs. O — Risk-Adjusted Performance Rank
CG
O
CG vs. O - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for The Carlyle Group Inc. (CG) and Realty Income Corporation (O). 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.
Loading data...
Dividends
CG vs. O - Dividend Comparison
CG's dividend yield for the trailing twelve months is around 3.05%, less than O's 5.63% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CG The Carlyle Group Inc. | 3.05% | 2.77% | 3.38% | 4.11% | 1.82% | 3.18% | 4.24% | 7.87% | 5.41% | 11.02% | 21.70% | 6.84% |
O Realty Income Corporation | 5.63% | 5.37% | 5.33% | 4.68% | 3.97% | 4.65% | 3.69% | 4.19% | 4.45% | 4.19% | 4.42% | 4.59% |
Drawdowns
CG vs. O - Drawdown Comparison
The maximum CG drawdown since its inception was -62.70%, which is greater than O's maximum drawdown of -48.45%. Use the drawdown chart below to compare losses from any high point for CG and O.
Loading data...
Volatility
CG vs. O - Volatility Comparison
The Carlyle Group Inc. (CG) has a higher volatility of 13.16% compared to Realty Income Corporation (O) at 4.39%. This indicates that CG's price experiences larger fluctuations and is considered to be riskier than O based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading data...
Financials
CG vs. O - Financials Comparison
This section allows you to compare key financial metrics between The Carlyle Group Inc. and Realty Income Corporation. 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. O - Profitability Comparison
CG - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, The Carlyle Group Inc. reported a gross profit of 831.80M and revenue of 973.10M. Therefore, the gross margin over that period was 85.5%.
O - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Realty Income Corporation reported a gross profit of 1.27B and revenue of 1.38B. Therefore, the gross margin over that period was 92.3%.
CG - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, The Carlyle Group Inc. reported an operating income of 164.90M and revenue of 973.10M, resulting in an operating margin of 17.0%.
O - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Realty Income Corporation reported an operating income of 620.85M and revenue of 1.38B, resulting in an operating margin of 45.0%.
CG - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, The Carlyle Group Inc. reported a net income of 130.00M and revenue of 973.10M, resulting in a net margin of 13.4%.
O - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Realty Income Corporation reported a net income of 249.82M and revenue of 1.38B, resulting in a net margin of 18.1%.