BRK.A vs. CG: Berkshire Hathaway vs. Carlyle Stock Comparison

Company Profile

Berkshire Hathaway (BRK.A) and Carlyle (CG) both fall under the Financial Services industry group, but BRK.A is classified in Financial Services while CG is classified in Capital Markets.

Price Performance

Cumulative Growth

Trailing Returns

Calendar-Year Returns

Performance Metrics

Risk Profile

Drawdown History

Return Distribution

Risk Metrics

Carlyle (CG) has an aggressive beta of 1.82, indicating higher sensitivity to broad-market moves, while Berkshire Hathaway (BRK.A) is defensive at 0.56 and tends to be less market-sensitive — they sit on opposite ends of the beta spectrum.

Carlyle (CG) trades around 3.48M shares per day on average, while Berkshire Hathaway (BRK.A) sees only 206 — a volume gap that can matter for position sizing, exit liquidity, and order execution.

Risk-Adjusted Performance

Risk-Return Positioning

Risk-Adjusted Metrics

Profitability

Both Berkshire Hathaway (BRK.A) at 12.12% 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.

Both Berkshire Hathaway (BRK.A) at 22.30% 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.

Carlyle (CG) reports a negative operating margin of -52.93%, usually indicating that operating costs exceeded revenue at the operating-income line. Meanwhile Berkshire Hathaway (BRK.A) reports 32.56%, ranking against industry peers normally.

Profitability Metrics

Growth

Both Berkshire Hathaway (BRK.A) at -3.23% and Carlyle (CG) at -5.56% post bottom-quartile revenue growth versus peers, pointing to weaker demand or pricing momentum than typical rivals.

Carlyle (CG) at -21.30% is around its peer norm for EPS growth, while Berkshire Hathaway (BRK.A) at -24.78% drops into the bottom quartile, signaling weaker earnings momentum.

Growth Metrics

Financial Strength

current ratio doesn’t apply on either side: Berkshire Hathaway (BRK.A) 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-to-equity ratio is set aside for both: Berkshire Hathaway (BRK.A) 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

Dividends

Berkshire Hathaway (BRK.A) pays no dividend (yield 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile Carlyle (CG) reports a yield of 3.50%, ranking against industry peers normally.

Carlyle (CG) reports payout ratio above 100% at 147.37%, meaning dividends exceeded current-period earnings; Berkshire Hathaway (BRK.A) pays no dividend (payout 0.00%).

Dividend Metrics

Valuation

Berkshire Hathaway (BRK.A) at 14.36 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.

Berkshire Hathaway (BRK.A) at 3.18 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.

On P/B ratio, both Berkshire Hathaway (BRK.A) at 1.72 and Carlyle (CG) at 2.81 are valued close to their industries’ norm against book — neither stands out from peers.

Valuation Metrics