stockrowCarlyle Group Inc. (CG) vs Invesco Ltd. (IVZ)
- Carlyle Group Inc. CG 40.12 −6.15%
- Invesco Ltd. IVZ 27.20 −7.61%
Carlyle Group Inc. and Invesco Ltd. are both Asset Management companies. Carlyle Group Inc. is the larger, with a market value of $14.2B against $11.9B — 1.2× the size. Invesco Ltd. has negative trailing earnings, so its P/E is not meaningful; Carlyle Group Inc. trades at 39.7×. Invesco Ltd. grew revenue faster over the last twelve months: 13.7% against −41.9%. Carlyle Group Inc. has the higher net margin (10.1% vs −4.43%) and the higher return on invested capital (4.40% vs −0.89%). Both pay a dividend; Carlyle Group Inc. yields more (3.49% vs 3.13%). 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% | 65.93% | 100.00% |
| Operating margin | 39.60% | (4.54%) | 27.27% |
| Net margin | 10.08% | (4.43%) | 11.89% |
| Free cash flow margin | (114.16%) | 24.91% | 5.96% |
| Return on equity | 5.22% | (2.81%) | 4.57% |
| Return on assets | 1.37% | (1.13%) | 1.40% |
| Return on invested capital | 4.40% | (0.89%) | 2.12% |
Growth
Health
Dividend
Size
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