BN vs. CG: Brookfield vs. Carlyle Stock Comparison
How do Brookfield (BN) 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
Brookfield (BN) 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.
| Profile Item | BN | CG |
|---|---|---|
| Name | Brookfield Corporation | The Carlyle Group Inc. |
| Country/Region | Canada | United States |
| GICS Sector | Financials | Financials |
| GICS Industry Group | Financial Services | Financial Services |
| GICS Industry | Capital Markets | Capital Markets |
| GICS Sub-Industry | Asset Management & Custody Banks | Asset Management & Custody Banks |
| Market Capitalization | 92.37 billion USD | 14.04 billion USD |
| Currency | USD | USD |
| Exchange | NYSE | Nasdaq |
| Listing Date | December 30, 1983 | May 3, 2012 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | BN | CG |
|---|---|---|
| Total Return (1Y) | -5.98% | -17.79% |
| Total Return (3Y, Annualized) | 26.70% | 15.29% |
| Total Return (5Y, Annualized) | 6.17% | -3.77% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | BN | CG |
|---|---|---|
| Volatility (1Y, Annualized) | 29.18% | 37.89% |
| Beta (5Y) | 1.49 | 1.82 |
| Max Drawdown (5Y) | -41.29% | -56.75% |
| Avg. Volume (3M) | 4.91M | 3.48M |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | BN | CG |
|---|---|---|
| Sharpe Ratio (1Y) | -0.35 | -0.58 |
| Sortino Ratio (1Y) | -0.50 | -0.81 |
Profitability
ROE (TTM)
Carlyle (CG) at 5.23% is around its peer norm for ROE, while Brookfield (BN) at 2.26% drops into the bottom quartile, signaling weaker returns on shareholders’ equity.
BN
Financial Services industry group
2.26%
- Max
- 44.78%
- Q3
- 21.85%
- Median
- 12.91%
- Q1
- 4.48%
- BN
- 2.26%
- 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)
Carlyle (CG) at 12.81% keeps about the industry-typical share of revenue as profit, while Brookfield (BN) at 1.77% retains only a bottom-quartile share.
BN
Financial Services industry group
1.77%
- Max
- 62.84%
- Q3
- 28.05%
- Median
- 15.36%
- Q1
- 4.82%
- BN
- 1.77%
- 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 Brookfield (BN) reports 25.67%, ranking against industry peers normally.
BN
Financial Services industry group
25.67%
- Max
- 107.33%
- Q3
- 55.90%
- Median
- 30.09%
- BN
- 25.67%
- 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 | BN | CG |
|---|---|---|
| ROE (TTM) | 2.26% | 5.23% |
| ROA (TTM) | 2.66% | 1.27% |
| Net Margin (TTM) | 1.77% | 12.81% |
| Operating Margin (TTM) | 25.67% | -52.93% |
| Gross Margin (TTM) | -- | -- |
Growth
Revenue Growth
Both Brookfield (BN) at -12.68% and Carlyle (CG) at -5.56% post bottom-quartile revenue growth versus peers, pointing to weaker demand or pricing momentum than typical rivals.
EPS Growth
Brookfield (BN) at 137.06% sits in the top EPS growth quartile, while Carlyle (CG) at -21.30% is closer to the peer norm — faster per-share earnings growth for BN.
Growth Metrics
| Metric | BN | CG |
|---|---|---|
| Revenue Growth (YoY) | -12.68% | -5.56% |
| Revenue Growth (3Y CAGR) | -6.80% | -1.43% |
| EPS Growth (YoY) | 137.06% | -21.30% |
| EPS Growth (3Y CAGR) | -25.60% | -13.34% |
Financial Strength
Current Ratio (MRQ)
current ratio doesn’t apply on either side: Brookfield (BN) 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: Brookfield (BN) 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 | BN | CG |
|---|---|---|
| Current Ratio (MRQ) | -- | -- |
| Debt / Equity (MRQ) | -- | -- |
| Net Debt / EBITDA | -- | -- |
Dividends
Dividend Yield (TTM)
Both Brookfield (BN) at 0.62% and Carlyle (CG) at 3.50% pay solid, industry-typical yields, sitting squarely within their peers’ usual range.
BN
Financial Services industry group
0.62%
- Max
- 9.77%
- Q3
- 3.92%
- Median
- 1.09%
- BN
- 0.62%
- 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 Brookfield (BN) reports 48.15%, ranking against industry peers normally.
BN
Financial Services industry group
48.15%
- Max
- 241.07%
- Q3
- 97.36%
- BN
- 48.15%
- 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%
Dividend Metrics
| Metric | BN | CG |
|---|---|---|
| Dividend Yield (TTM) | 0.62% | 3.50% |
| Dividend Payout Ratio (TTM) | 48.15% | 147.37% |
Valuation
P/E Ratio (TTM)
Both look expensive on trailing earnings: Carlyle (CG) at 40.93 sits in the richer P/E ratio quartile, and Brookfield (BN) at 76.63 is richer still, above its industry range.
BN
Financial Services industry group
76.63
- BN
- 76.63
- Max
- 45.85
- 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
P/S Ratio (TTM)
Brookfield (BN) at 1.14 looks cheap on sales in the lower P/S ratio quartile, while Carlyle (CG) at 5.06 looks rich in the upper quartile — a clear gap in price per dollar of revenue.
BN
Financial Services industry group
1.14
- Max
- 9.23
- Q3
- 4.57
- Median
- 2.72
- Q1
- 1.28
- BN
- 1.14
- 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)
On P/B ratio, both Brookfield (BN) at 2.18 and Carlyle (CG) at 2.81 are valued close to their industries’ norm against book — neither stands out from peers.
BN
Financial Services industry group
2.18
- Max
- 7.79
- Q3
- 3.63
- BN
- 2.18
- 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 | BN | CG |
|---|---|---|
| P/E Ratio (TTM) | 76.63 | 40.93 |
| P/S Ratio (TTM) | 1.14 | 5.06 |
| P/B Ratio (MRQ) | 2.18 | 2.81 |
| Free Cash Flow Yield (TTM) | -- | -- |