Carlyle Group Inc. (CG) vs Equitable Holdings, Inc. (EQH)
- Carlyle Group Inc. CG 36.38 −1.17%
- Equitable Holdings, Inc. EQH 53.21 −0.52%
Carlyle Group Inc. and Equitable Holdings, Inc. are both Asset Management companies. Equitable Holdings, Inc. is the larger, with a market value of $14.6B against $13.1B — 1.1× the size. Equitable Holdings, Inc. has negative trailing earnings, so its P/E is not meaningful; Carlyle Group Inc. trades at 36.0×. Equitable Holdings, Inc. grew revenue faster over the last twelve months: −22.1% against −41.9%. Carlyle Group Inc. has the higher net margin (10.1% vs −9.25%) and the higher return on invested capital (4.40% vs 0.00%). Both pay a dividend; Carlyle Group Inc. yields more (3.85% vs 2.14%). Across the 18 metrics below, Carlyle Group Inc. leads on 14 and Equitable Holdings, Inc. on 4.
Valuation
Profitability
| Metric | CG | EQH | Asset Management median |
|---|---|---|---|
| Gross margin | 100.00% | 44.18% | 100.00% |
| Operating margin | 39.60% | (3.62%) | 33.42% |
| Net margin | 10.08% | (9.25%) | 13.37% |
| Free cash flow margin | (114.16%) | 12.44% | 12.36% |
| Return on equity | 5.22% | (168.29%) | 4.79% |
| Return on assets | 1.37% | (0.31%) | 1.55% |
| Return on invested capital | 4.40% | 0.00% | 2.97% |
Growth
Health
Dividend
Size
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