CG vs. IVZ, LM, EV, ARES, AMP, OWL, BAM, TPG, MORN, and BEN
Should you be buying The Carlyle Group stock or one of its competitors? The main competitors of The Carlyle Group include Invesco (IVZ), Legg Mason (LM), Eaton Vance (EV), Ares Management (ARES), Ameriprise Financial (AMP), Blue Owl Capital (OWL), Brookfield Asset Management (BAM), TPG (TPG), Morningstar (MORN), and Franklin Resources (BEN).
The Carlyle Group (NASDAQ:CG) and Invesco (NYSE:IVZ) are both finance companies, but which is the better business? We will compare the two companies based on the strength of their dividends, valuation, earnings, community ranking, analyst recommendations, media sentiment, profitability, institutional ownership and risk.
Invesco has a net margin of -1.74% compared to The Carlyle Group's net margin of -23.04%. The Carlyle Group's return on equity of 23.92% beat Invesco's return on equity.
The Carlyle Group presently has a consensus price target of $45.60, suggesting a potential upside of 6.15%. Invesco has a consensus price target of $16.79, suggesting a potential upside of 6.89%. Given Invesco's higher probable upside, analysts plainly believe Invesco is more favorable than The Carlyle Group.
In the previous week, The Carlyle Group had 4 more articles in the media than Invesco. MarketBeat recorded 9 mentions for The Carlyle Group and 5 mentions for Invesco. Invesco's average media sentiment score of 0.65 beat The Carlyle Group's score of 0.36 indicating that Invesco is being referred to more favorably in the news media.
The Carlyle Group has a beta of 1.77, indicating that its share price is 77% more volatile than the S&P 500. Comparatively, Invesco has a beta of 1.45, indicating that its share price is 45% more volatile than the S&P 500.
Invesco received 254 more outperform votes than The Carlyle Group when rated by MarketBeat users. Likewise, 65.98% of users gave Invesco an outperform vote while only 57.00% of users gave The Carlyle Group an outperform vote.
55.9% of The Carlyle Group shares are owned by institutional investors. Comparatively, 66.1% of Invesco shares are owned by institutional investors. 27.2% of The Carlyle Group shares are owned by company insiders. Comparatively, 2.0% of Invesco shares are owned by company insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company is poised for long-term growth.
Invesco has higher revenue and earnings than The Carlyle Group. The Carlyle Group is trading at a lower price-to-earnings ratio than Invesco, indicating that it is currently the more affordable of the two stocks.
The Carlyle Group pays an annual dividend of $1.40 per share and has a dividend yield of 3.3%. Invesco pays an annual dividend of $0.82 per share and has a dividend yield of 5.2%. The Carlyle Group pays out -78.2% of its earnings in the form of a dividend. Invesco pays out -109.3% of its earnings in the form of a dividend. Both companies have healthy payout ratios and should be able to cover their dividend payments with earnings for the next several years. Invesco is clearly the better dividend stock, given its higher yield and lower payout ratio.
Summary
Invesco beats The Carlyle Group on 12 of the 20 factors compared between the two stocks.
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This chart shows the number of new MarketBeat users adding CG and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
This chart shows the average media sentiment of NASDAQ and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
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