BNY vs. CG: Bank of New York Mellon vs. Carlyle Stock Comparison
How do Bank of New York Mellon (BNY) 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
Bank of New York Mellon (BNY) 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 | BNY | CG |
|---|---|---|
| Name | Bank of New York Mellon Corp. | The Carlyle Group Inc. |
| Country/Region | United States | 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 | 99.40 billion USD | 14.04 billion USD |
| Currency | USD | USD |
| Exchange | NYSE | Nasdaq |
| Listing Date | May 3, 1973 | May 3, 2012 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | BNY | CG |
|---|---|---|
| Total Return (1Y) | 41.28% | -17.79% |
| Total Return (3Y, Annualized) | 53.51% | 15.29% |
| Total Return (5Y, Annualized) | 24.36% | -3.77% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | BNY | CG |
|---|---|---|
| Volatility (1Y, Annualized) | 22.30% | 37.89% |
| Beta (5Y) | 1.00 | 1.82 |
| Max Drawdown (5Y) | -40.45% | -56.75% |
| Avg. Volume (3M) | 3.38M | 3.48M |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | BNY | CG |
|---|---|---|
| Sharpe Ratio (1Y) | 1.66 | -0.58 |
| Sortino Ratio (1Y) | 2.48 | -0.81 |
Profitability
ROE (TTM)
Both Bank of New York Mellon (BNY) at 14.87% 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.
BNY
Financial Services industry group
14.87%
- Max
- 44.78%
- Q3
- 21.85%
- BNY
- 14.87%
- 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)
Bank of New York Mellon (BNY) at 29.74% retains a top-quartile share of revenue as profit, ahead of Carlyle (CG) at 12.81%, which keeps about the industry-typical share.
BNY
Financial Services industry group
29.74%
- Max
- 62.84%
- BNY
- 29.74%
- Q3
- 28.05%
- 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 Bank of New York Mellon (BNY) reports 39.07%, ranking against industry peers normally.
BNY
Financial Services industry group
39.07%
- Max
- 107.33%
- Q3
- 55.90%
- BNY
- 39.07%
- 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%
Profitability Metrics
| Metric | BNY | CG |
|---|---|---|
| ROE (TTM) | 14.87% | 5.23% |
| ROA (TTM) | 1.39% | 1.27% |
| Net Margin (TTM) | 29.74% | 12.81% |
| Operating Margin (TTM) | 39.07% | -52.93% |
| Gross Margin (TTM) | -- | -- |
Growth
Revenue Growth
Bank of New York Mellon (BNY) at 8.22% 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 Bank of New York Mellon (BNY) at 27.59% 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 | BNY | CG |
|---|---|---|
| Revenue Growth (YoY) | 8.22% | -5.56% |
| Revenue Growth (3Y CAGR) | 6.87% | -1.43% |
| EPS Growth (YoY) | 27.59% | -21.30% |
| EPS Growth (3Y CAGR) | 36.65% | -13.34% |
Financial Strength
Current Ratio (MRQ)
current ratio doesn’t apply on either side: Bank of New York Mellon (BNY) 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: Bank of New York Mellon (BNY) 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 | BNY | CG |
|---|---|---|
| Current Ratio (MRQ) | -- | -- |
| Debt / Equity (MRQ) | -- | -- |
| Net Debt / EBITDA | -- | -- |
Dividends
Dividend Yield (TTM)
Both Bank of New York Mellon (BNY) at 1.51% and Carlyle (CG) at 3.50% pay solid, industry-typical yields, sitting squarely within their peers’ usual range.
BNY
Financial Services industry group
1.51%
- Max
- 9.77%
- Q3
- 3.92%
- BNY
- 1.51%
- 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 Bank of New York Mellon (BNY) reports 24.58%, ranking against industry peers normally.
BNY
Financial Services industry group
24.58%
- Max
- 241.07%
- Q3
- 97.36%
- Median
- 25.77%
- BNY
- 24.58%
- 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 | BNY | CG |
|---|---|---|
| Dividend Yield (TTM) | 1.51% | 3.50% |
| Dividend Payout Ratio (TTM) | 24.58% | 147.37% |
Valuation
P/E Ratio (TTM)
Bank of New York Mellon (BNY) at 16.36 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.
BNY
Financial Services industry group
16.36
- Max
- 45.85
- Q3
- 24.64
- BNY
- 16.36
- 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)
Bank of New York Mellon (BNY) at 4.52 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.
BNY
Financial Services industry group
4.52
- Max
- 9.23
- Q3
- 4.57
- BNY
- 4.52
- 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)
On P/B ratio, both Bank of New York Mellon (BNY) at 2.53 and Carlyle (CG) at 2.81 are valued close to their industries’ norm against book — neither stands out from peers.
BNY
Financial Services industry group
2.53
- Max
- 7.79
- Q3
- 3.63
- BNY
- 2.53
- 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 | BNY | CG |
|---|---|---|
| P/E Ratio (TTM) | 16.36 | 40.93 |
| P/S Ratio (TTM) | 4.52 | 5.06 |
| P/B Ratio (MRQ) | 2.53 | 2.81 |
| Free Cash Flow Yield (TTM) | -- | -- |