Carlyle Group Inc. (CG) vs Invesco Ltd. (IVZ)
- Carlyle Group Inc. CG 36.38 −1.17%
- Invesco Ltd. IVZ 28.20 −2.08%
Carlyle Group Inc. and Invesco Ltd. are both Asset Management companies. Carlyle Group Inc. and Invesco Ltd. are of similar size ($13.1B and $12.7B). Invesco Ltd. has negative trailing earnings, so its P/E is not meaningful; Carlyle Group Inc. trades at 36.0×. Invesco Ltd. grew revenue faster over the last twelve months: 12.2% against −41.9%. Carlyle Group Inc. has the higher net margin (10.1% vs −4.48%) and the higher return on invested capital (4.40% vs −1.34%). Both pay a dividend; Carlyle Group Inc. yields more (3.85% vs 3.01%). Across the 19 metrics below, Carlyle Group Inc. leads on 13 and Invesco Ltd. on 6.
Valuation
Profitability
| Metric | CG | IVZ | Asset Management median |
|---|---|---|---|
| Gross margin | 100.00% | 66.01% | 100.00% |
| Operating margin | 39.60% | (7.10%) | 33.42% |
| Net margin | 10.08% | (4.48%) | 13.37% |
| Free cash flow margin | (114.16%) | 27.83% | 12.36% |
| Return on equity | 5.22% | (2.81%) | 4.79% |
| Return on assets | 1.37% | (1.10%) | 1.55% |
| Return on invested capital | 4.40% | (1.34%) | 2.97% |
Growth
Health
Dividend
Size
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