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BLK vs. CG: BlackRock vs. Carlyle Stock Comparison

How do BlackRock (BLK) 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

BlackRock (BLK) and Carlyle (CG) are both classified in the Asset Management & Custody Banks sub-industry within the broader Capital Markets industry, placing them in the closest GICS peer bucket.

Company profile comparison for BlackRock (BLK) and Carlyle (CG)
Profile ItemBLKCG
NameBlackRock, Inc.The Carlyle Group Inc.
Country/RegionUnited StatesUnited States
GICS SectorFinancialsFinancials
GICS Industry GroupFinancial ServicesFinancial Services
GICS IndustryCapital MarketsCapital Markets
GICS Sub-IndustryAsset Management & Custody BanksAsset Management & Custody Banks
Market Capitalization182.05 billion USD14.04 billion USD
CurrencyUSDUSD
ExchangeNYSENasdaq
Listing DateOctober 1, 1999May 3, 2012
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

BLK
CG
GSPC
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BlackRock (BLK) vs. Carlyle (CG), with S&P 500 (GSPC) for reference: Growth of a $10,000 investment over the past five years. Adjusted for dividends and splits.

Trailing Returns

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Trailing total returns for BlackRock (BLK) and Carlyle (CG). Returns over one year are annualized.

Calendar-Year Returns

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Calendar-year total returns for BlackRock (BLK) and Carlyle (CG). Each bar is that year's total return, measured year-end to year-end.

Performance Metrics

Price performance metrics for BlackRock (BLK) and Carlyle (CG)
MetricBLKCG
Total Return (1Y)15.55%-17.79%
Total Return (3Y, Annualized)26.16%15.29%
Total Return (5Y, Annualized)7.41%-3.77%

Risk Profile

Drawdown History

BLK
CG
GSPC
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BlackRock (BLK) vs. Carlyle (CG), with S&P 500 (GSPC) for reference: Drawdown from the running peak over the past five years. Each line shows the decline from its prior peak; 0% marks a new high.

Return Distribution

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Distribution of monthly total returns for BlackRock (BLK) and Carlyle (CG). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Risk profile metrics for BlackRock (BLK) and Carlyle (CG)
MetricBLKCG
Volatility (1Y, Annualized)28.45%37.89%
Beta (5Y)1.341.82
Max Drawdown (5Y)-43.90%-56.75%
Avg. Volume (3M)600.75K3.48M

Risk-Adjusted Performance

Risk-Return Positioning

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BLK and CG are plotted by 1-year volatility (risk) and 1-year return. The dashed Capital Allocation Line runs from the risk-free rate through the shared industry median.

Risk-Adjusted Metrics

Risk-adjusted metrics for BlackRock (BLK) and Carlyle (CG)
MetricBLKCG
Sharpe Ratio (1Y)0.40-0.58
Sortino Ratio (1Y)0.58-0.81

Profitability

ROE (TTM)

Both BlackRock (BLK) at 11.61% and Carlyle (CG) at 5.23% land near their industries’ usual ROE ranges, so capital efficiency looks broadly in line with peers on both sides.

BLK

Financial Services industry group

11.61%

Max
44.78%
Q3
21.85%
Median
12.91%
BLK
11.61%
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%
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BlackRock (BLK) vs. Carlyle (CG): A comparison of their ROE against the Financial Services industry group benchmark.

Net Margin (TTM)

Both BlackRock (BLK) at 24.22% 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.

BLK

Financial Services industry group

24.22%

Max
62.84%
Q3
28.05%
BLK
24.22%
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%
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BlackRock (BLK) vs. Carlyle (CG): A comparison of their net margin against the Financial Services industry group benchmark.

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 BlackRock (BLK) reports 37.90%, ranking against industry peers normally.

BLK

Financial Services industry group

37.90%

Max
107.33%
Q3
55.90%
BLK
37.90%
Median
30.09%
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%
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BlackRock (BLK) vs. Carlyle (CG): A comparison of their operating margin against the Financial Services industry group benchmark.

Profitability Metrics

Profitability metrics for BlackRock (BLK) and Carlyle (CG)
MetricBLKCG
ROE (TTM)11.61%5.23%
ROA (TTM)3.85%1.27%
Net Margin (TTM)24.22%12.81%
Operating Margin (TTM)37.90%-52.93%
Gross Margin (TTM)----

Growth

Revenue Growth

BlackRock (BLK) at 18.67% 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.

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BlackRock (BLK) vs. Carlyle (CG): A comparison of their Revenue Growth across different time periods.

EPS Growth

Both BlackRock (BLK) at -15.95% 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.

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BlackRock (BLK) vs. Carlyle (CG): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for BlackRock (BLK) and Carlyle (CG)
MetricBLKCG
Revenue Growth (YoY)18.67%-5.56%
Revenue Growth (3Y CAGR)10.65%-1.43%
EPS Growth (YoY)-15.95%-21.30%
EPS Growth (3Y CAGR)1.30%-13.34%

Financial Strength

Current Ratio (MRQ)

current ratio doesn’t apply on either side: BlackRock (BLK) 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: BlackRock (BLK) 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

Financial strength metrics for BlackRock (BLK) and Carlyle (CG)
MetricBLKCG
Current Ratio (MRQ)----
Debt / Equity (MRQ)----
Net Debt / EBITDA----

Dividends

Dividend Yield (TTM)

Both BlackRock (BLK) at 1.91% and Carlyle (CG) at 3.50% pay solid, industry-typical yields, sitting squarely within their peers’ usual range.

BLK

Financial Services industry group

1.91%

Max
9.77%
Q3
3.92%
BLK
1.91%
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%
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BlackRock (BLK) vs. Carlyle (CG): A comparison of their dividend yield against the Financial Services industry group benchmark.

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 BlackRock (BLK) reports 51.00%, ranking against industry peers normally.

BLK

Financial Services industry group

51.00%

Max
241.07%
Q3
97.36%
BLK
51.00%
Median
25.77%
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%
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BlackRock (BLK) vs. Carlyle (CG): A comparison of their payout ratio against the Financial Services industry group benchmark.

Dividend Metrics

Dividend metrics for BlackRock (BLK) and Carlyle (CG)
MetricBLKCG
Dividend Yield (TTM)1.91%3.50%
Dividend Payout Ratio (TTM)51.00%147.37%

Valuation

P/E Ratio (TTM)

Both BlackRock (BLK) at 26.84 and Carlyle (CG) at 40.93 sit in the richer earnings-multiple quartile for P/E ratio, so investors are paying more for TTM earnings than they pay for typical peers.

BLK

Financial Services industry group

26.84

Max
45.85
BLK
26.84
Q3
24.64
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
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BlackRock (BLK) vs. Carlyle (CG): A comparison of their P/E ratio against the Financial Services industry group benchmark.

P/S Ratio (TTM)

Both BlackRock (BLK) at 6.38 and Carlyle (CG) at 5.06 command a richer price per dollar of sales than most peers, sitting in the upper P/S ratio quartile of their industries.

BLK

Financial Services industry group

6.38

Max
9.23
BLK
6.38
Q3
4.57
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
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BlackRock (BLK) vs. Carlyle (CG): A comparison of their P/S ratio against the Financial Services industry group benchmark.

P/B Ratio (MRQ)

On P/B ratio, both BlackRock (BLK) at 3.14 and Carlyle (CG) at 2.81 are valued close to their industries’ norm against book — neither stands out from peers.

BLK

Financial Services industry group

3.14

Max
7.79
Q3
3.63
BLK
3.14
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
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BlackRock (BLK) vs. Carlyle (CG): A comparison of their P/B ratio against the Financial Services industry group benchmark.

Valuation Metrics

Valuation metrics for BlackRock (BLK) and Carlyle (CG)
MetricBLKCG
P/E Ratio (TTM)26.8440.93
P/S Ratio (TTM)6.385.06
P/B Ratio (MRQ)3.142.81
Free Cash Flow Yield (TTM)----