AXP vs. CG: American Express vs. Carlyle Stock Comparison
How do American Express (AXP) and Carlyle (CG) stack up? This page sets them side by side across company profile, performance and risk, profitability, growth, financial strength, dividends, and valuation, with selected fundamentals also measured against each stock's industry-group peers.
Company Profile
American Express (AXP) and Carlyle (CG) both fall under the Financial Services industry group, but AXP is classified in Consumer Finance while CG is classified in Capital Markets.
| Profile Item | AXP | CG |
|---|---|---|
| Name | American Express Company | The Carlyle Group Inc. |
| Country/Region | United States | United States |
| GICS Sector | Financials | Financials |
| GICS Industry Group | Financial Services | Financial Services |
| GICS Industry | Consumer Finance | Capital Markets |
| GICS Sub-Industry | Consumer Finance | Asset Management & Custody Banks |
| Market Capitalization | 215.24 billion USD | 14.04 billion USD |
| Currency | USD | USD |
| Exchange | NYSE | Nasdaq |
| Listing Date | June 1, 1972 | May 3, 2012 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | AXP | CG |
|---|---|---|
| Total Return (1Y) | -10.80% | -17.79% |
| Total Return (3Y, Annualized) | 30.19% | 15.29% |
| Total Return (5Y, Annualized) | 13.96% | -3.77% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | AXP | CG |
|---|---|---|
| Volatility (1Y, Annualized) | 26.18% | 37.89% |
| Beta (5Y) | 1.06 | 1.82 |
| Max Drawdown (5Y) | -31.55% | -56.75% |
| Avg. Volume (3M) | 2.91M | 3.48M |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | AXP | CG |
|---|---|---|
| Sharpe Ratio (1Y) | -0.58 | -0.58 |
| Sortino Ratio (1Y) | -0.74 | -0.81 |
Profitability
ROE (TTM)
American Express (AXP) at 35.93% sits in the top ROE quartile, while Carlyle (CG) at 5.23% is closer to the peer norm — stronger capital efficiency for AXP.
AXP
Financial Services industry group
35.93%
- Max
- 44.78%
- AXP
- 35.93%
- Q3
- 21.85%
- Median
- 12.91%
- Q1
- 4.48%
- Min
- -18.71%
CG
Financial Services industry group
5.23%
- Max
- 44.78%
- Q3
- 21.85%
- Median
- 12.91%
- CG
- 5.23%
- Q1
- 4.48%
- Min
- -18.71%
Net Margin (TTM)
Both American Express (AXP) at 16.82% and Carlyle (CG) at 12.81% keep about the typical share of revenue as profit for their industries — neither bottom line stands out from peers.
AXP
Financial Services industry group
16.82%
- Max
- 62.84%
- Q3
- 28.05%
- AXP
- 16.82%
- Median
- 15.36%
- Q1
- 4.82%
- Min
- -28.52%
CG
Financial Services industry group
12.81%
- Max
- 62.84%
- Q3
- 28.05%
- Median
- 15.36%
- CG
- 12.81%
- Q1
- 4.82%
- Min
- -28.52%
Operating Margin (TTM)
Carlyle (CG) reports a negative operating margin of -52.93%, usually indicating that operating costs exceeded revenue at the operating-income line. Meanwhile American Express (AXP) reports 18.43%, ranking against industry peers normally.
AXP
Financial Services industry group
18.43%
- Max
- 107.33%
- Q3
- 55.90%
- Median
- 30.09%
- AXP
- 18.43%
- Q1
- 14.60%
- Min
- -44.34%
CG
Financial Services industry group
-52.93%
- Max
- 107.33%
- Q3
- 55.90%
- Median
- 30.09%
- Q1
- 14.60%
- Min
- -44.34%
- CG
- -52.93%
Profitability Metrics
| Metric | AXP | CG |
|---|---|---|
| ROE (TTM) | 35.93% | 5.23% |
| ROA (TTM) | 4.03% | 1.27% |
| Net Margin (TTM) | 16.82% | 12.81% |
| Operating Margin (TTM) | 18.43% | -52.93% |
| Gross Margin (TTM) | -- | -- |
Growth
Revenue Growth
American Express (AXP) at 9.52% is around its peer norm for revenue growth, while Carlyle (CG) at -5.56% drops into the bottom quartile, signaling weaker demand or pricing momentum.
EPS Growth
Both American Express (AXP) at 9.78% and Carlyle (CG) at -21.30% land near their industries' usual EPS growth ranges, so bottom-line momentum looks broadly in line with peers on both sides.
Growth Metrics
| Metric | AXP | CG |
|---|---|---|
| Revenue Growth (YoY) | 9.52% | -5.56% |
| Revenue Growth (3Y CAGR) | 10.97% | -1.43% |
| EPS Growth (YoY) | 9.78% | -21.30% |
| EPS Growth (3Y CAGR) | 16.01% | -13.34% |
Financial Strength
Current Ratio (MRQ)
current ratio doesn’t apply on either side: American Express (AXP) in Financial Services and Carlyle (CG) in Financial Services both report balance sheets without a current/non-current split, so their short-term liquidity is better judged through regulatory and funding measures.
Debt / Equity (MRQ)
debt-to-equity ratio is set aside for both: American Express (AXP) in Financial Services and Carlyle (CG) in Financial Services run businesses where balance-sheet leverage is part of the model, so capital-adequacy and funding measures are the better gauges of balance-sheet risk.
Financial Strength Metrics
| Metric | AXP | CG |
|---|---|---|
| Current Ratio (MRQ) | -- | -- |
| Debt / Equity (MRQ) | -- | -- |
| Net Debt / EBITDA | -- | -- |
Dividends
Dividend Yield (TTM)
Both American Express (AXP) at 1.13% and Carlyle (CG) at 3.50% pay solid, industry-typical yields, sitting squarely within their peers’ usual range.
AXP
Financial Services industry group
1.13%
- Max
- 9.77%
- Q3
- 3.92%
- AXP
- 1.13%
- Median
- 1.09%
- Q1
- 0.00%
- Min
- 0.00%
CG
Financial Services industry group
3.50%
- Max
- 9.77%
- Q3
- 3.92%
- CG
- 3.50%
- Median
- 1.09%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Payout Ratio (TTM)
Carlyle (CG) reports payout ratio above 100% at 147.37%, meaning dividends exceeded current-period earnings and sustainability needs extra context. Meanwhile American Express (AXP) reports 15.32%, ranking against industry peers normally.
AXP
Financial Services industry group
15.32%
- Max
- 241.07%
- Q3
- 97.36%
- Median
- 25.77%
- AXP
- 15.32%
- Q1
- 0.00%
- Min
- 0.00%
CG
Financial Services industry group
147.37%
- Max
- 241.07%
- CG
- 147.37%
- Q3
- 97.36%
- Median
- 25.77%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | AXP | CG |
|---|---|---|
| Dividend Yield (TTM) | 1.13% | 3.50% |
| Dividend Payout Ratio (TTM) | 15.32% | 147.37% |
Valuation
P/E Ratio (TTM)
American Express (AXP) at 18.08 is near its industry’s usual P/E ratio, while Carlyle (CG) at 40.93 sits in the richer quartile — CG needs stronger growth or earnings quality to justify the premium.
AXP
Financial Services industry group
18.08
- Max
- 45.85
- Q3
- 24.64
- AXP
- 18.08
- Median
- 15.37
- Q1
- 9.68
- Min
- 0.16
CG
Financial Services industry group
40.93
- Max
- 45.85
- CG
- 40.93
- Q3
- 24.64
- Median
- 15.37
- Q1
- 9.68
- Min
- 0.16
P/S Ratio (TTM)
American Express (AXP) at 2.95 is priced about in line with its industry on P/S ratio, while Carlyle (CG) at 5.06 sits in the pricier quartile — CG costs more per dollar of sales.
AXP
Financial Services industry group
2.95
- Max
- 9.23
- Q3
- 4.57
- AXP
- 2.95
- Median
- 2.72
- Q1
- 1.28
- Min
- -0.55
CG
Financial Services industry group
5.06
- Max
- 9.23
- CG
- 5.06
- Q3
- 4.57
- Median
- 2.72
- Q1
- 1.28
- Min
- -0.55
P/B Ratio (MRQ)
Carlyle (CG) at 2.81 is valued about in line with its industry on P/B ratio, while American Express (AXP) at 6.02 carries an above-peer premium to book — AXP is pricier on assets.
AXP
Financial Services industry group
6.02
- Max
- 7.79
- AXP
- 6.02
- Q3
- 3.63
- Median
- 1.57
- Q1
- 0.81
- Min
- -0.39
CG
Financial Services industry group
2.81
- Max
- 7.79
- Q3
- 3.63
- CG
- 2.81
- Median
- 1.57
- Q1
- 0.81
- Min
- -0.39
Valuation Metrics
| Metric | AXP | CG |
|---|---|---|
| P/E Ratio (TTM) | 18.08 | 40.93 |
| P/S Ratio (TTM) | 2.95 | 5.06 |
| P/B Ratio (MRQ) | 6.02 | 2.81 |
| Free Cash Flow Yield (TTM) | -- | -- |