Stock comparison
The Carlyle Group
MSCI
Scored across Buffett, Graham, Lynch and Greenblatt - plus a side-by-side metric table covering valuation, quality, growth and balance sheet.
CG
The Carlyle Group
Market cap
$18.07B
Sector
Financials
MSCI
MSCI
Market cap
$40.89B
Sector
Financials
Overall winner
MSCI MSCI
Wins on the combined sum of fit scores across all four strategies. Per-strategy breakdown below.
Fit scores by strategy
| Strategy | CG | MSCI | Winner |
|---|---|---|---|
| Warren Buffett | 52C | 68B | MSCI |
| Benjamin Graham | 74B | 37D | CG |
| Philip Fisher | 44D | 72B | MSCI |
| Peter Lynch | 25F | 54C | MSCI |
| Joel Greenblatt | 33F | 70B | MSCI |
| Charlie Munger | 58C | 73B | MSCI |
| Terry Smith | 54C | 78B | MSCI |
Side-by-side metrics
| Metric | CG | MSCI |
|---|---|---|
| Market cap | $18.07B | $40.89B |
| P/E (TTM) | 32.9x | 31.2x |
| EV/EBIT | 23.3x | 27.5x |
| ROIC (TTM) | 2.36% | 38.53% |
| Gross margin | 73.08% | 82.86% |
| Net margin | 13.7% | 40.74% |
| Revenue CAGR 5y | -4.24% | 11.29% |
| EPS CAGR 5y | -27.99% | 15.35% |
| Debt / Equity | 2.7x | - |
| Dividend yield | 2.8% | 1.37% |
Where each one wins
The metrics with the biggest gap between the two - sorted so the most decisive edges read first.
CG leads on
- Dividend yield2.8%vs 1.37%+51%
- EV/EBIT23.3xvs 27.5x+15%
MSCI leads on
- Debt / Equity-vs 2.7x+187%
- EPS CAGR 5y15.35%vs -27.99%+155%
- Revenue CAGR 5y11.29%vs -4.24%+138%
- ROIC (TTM)38.53%vs 2.36%+94%
Related on invest-like
Key terms in this analysis
Educational tool. Fit scores are deterministic projections from public financials onto each investor's published criteria - not personal recommendations or advice.