CG vs. COF: Carlyle vs. Capital One Financial Stock Comparison
How do Carlyle (CG) and Capital One Financial (COF) 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
Carlyle (CG) and Capital One Financial (COF) both fall under the Financial Services industry group, but CG is classified in Capital Markets while COF is classified in Consumer Finance.
| Profile Item | CG | COF |
|---|---|---|
| Name | The Carlyle Group Inc. | Capital One Financial Corp. |
| Country/Region | United States | United States |
| GICS Sector | Financials | Financials |
| GICS Industry Group | Financial Services | Financial Services |
| GICS Industry | Capital Markets | Consumer Finance |
| GICS Sub-Industry | Asset Management & Custody Banks | Consumer Finance |
| Market Capitalization | 14.04 billion USD | 121.43 billion USD |
| Currency | USD | USD |
| Exchange | Nasdaq | NYSE |
| Listing Date | May 3, 2012 | November 16, 1994 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | CG | COF |
|---|---|---|
| Total Return (1Y) | -17.79% | -5.89% |
| Total Return (3Y, Annualized) | 15.29% | 26.49% |
| Total Return (5Y, Annualized) | -3.77% | 7.24% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | CG | COF |
|---|---|---|
| Volatility (1Y, Annualized) | 37.89% | 31.21% |
| Beta (5Y) | 1.82 | 1.09 |
| Max Drawdown (5Y) | -56.75% | -45.56% |
| Avg. Volume (3M) | 3.48M | 3.66M |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | CG | COF |
|---|---|---|
| Sharpe Ratio (1Y) | -0.58 | -0.33 |
| Sortino Ratio (1Y) | -0.81 | -0.43 |
Profitability
ROE (TTM)
Both Carlyle (CG) at 5.23% and Capital One Financial (COF) at 9.39% land near their industries’ usual ROE ranges, so capital efficiency looks broadly in line with peers on both sides.
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%
COF
Financial Services industry group
9.39%
- Max
- 44.78%
- Q3
- 21.85%
- Median
- 12.91%
- COF
- 9.39%
- Q1
- 4.48%
- Min
- -18.71%
Net Margin (TTM)
Both Carlyle (CG) at 12.81% and Capital One Financial (COF) at 22.23% keep about the typical share of revenue as profit for their industries — neither bottom line stands out from peers.
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%
COF
Financial Services industry group
22.23%
- Max
- 62.84%
- Q3
- 28.05%
- COF
- 22.23%
- Median
- 15.36%
- 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 Capital One Financial (COF) reports 37.83%, ranking against industry peers normally.
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%
COF
Financial Services industry group
37.83%
- Max
- 107.33%
- Q3
- 55.90%
- COF
- 37.83%
- Median
- 30.09%
- Q1
- 14.60%
- Min
- -44.34%
Profitability Metrics
| Metric | CG | COF |
|---|---|---|
| ROE (TTM) | 5.23% | 9.39% |
| ROA (TTM) | 1.27% | 1.57% |
| Net Margin (TTM) | 12.81% | 22.23% |
| Operating Margin (TTM) | -52.93% | 37.83% |
| Gross Margin (TTM) | -- | -- |
Growth
Revenue Growth
Capital One Financial (COF) at 36.62% sits in the top revenue growth quartile, while Carlyle (CG) at -5.56% is in the bottom quartile, showing a clear gap in revenue momentum.
EPS Growth
Carlyle (CG) at -21.30% is around its peer norm for EPS growth, while Capital One Financial (COF) at -65.23% drops into the bottom quartile, signaling weaker earnings momentum.
Growth Metrics
| Metric | CG | COF |
|---|---|---|
| Revenue Growth (YoY) | -5.56% | 36.62% |
| Revenue Growth (3Y CAGR) | -1.43% | 15.98% |
| EPS Growth (YoY) | -21.30% | -65.23% |
| EPS Growth (3Y CAGR) | -13.34% | -39.18% |
Financial Strength
Current Ratio (MRQ)
current ratio doesn’t apply on either side: Carlyle (CG) in Financial Services and Capital One Financial (COF) 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: Carlyle (CG) in Financial Services and Capital One Financial (COF) 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 | CG | COF |
|---|---|---|
| Current Ratio (MRQ) | -- | -- |
| Debt / Equity (MRQ) | -- | -- |
| Net Debt / EBITDA | -- | -- |
Dividends
Dividend Yield (TTM)
Both Carlyle (CG) at 3.50% and Capital One Financial (COF) at 1.57% pay solid, industry-typical yields, sitting squarely within their peers’ usual range.
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%
COF
Financial Services industry group
1.57%
- Max
- 9.77%
- Q3
- 3.92%
- COF
- 1.57%
- 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 Capital One Financial (COF) reports 19.61%, ranking against industry peers normally.
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%
COF
Financial Services industry group
19.61%
- Max
- 241.07%
- Q3
- 97.36%
- Median
- 25.77%
- COF
- 19.61%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | CG | COF |
|---|---|---|
| Dividend Yield (TTM) | 3.50% | 1.57% |
| Dividend Payout Ratio (TTM) | 147.37% | 19.61% |
Valuation
P/E Ratio (TTM)
Capital One Financial (COF) at 12.37 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.
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
COF
Financial Services industry group
12.37
- Max
- 45.85
- Q3
- 24.64
- Median
- 15.37
- COF
- 12.37
- Q1
- 9.68
- Min
- 0.16
P/S Ratio (TTM)
Capital One Financial (COF) at 2.48 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.
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
COF
Financial Services industry group
2.48
- Max
- 9.23
- Q3
- 4.57
- Median
- 2.72
- COF
- 2.48
- Q1
- 1.28
- Min
- -0.55
P/B Ratio (MRQ)
On P/B ratio, both Carlyle (CG) at 2.81 and Capital One Financial (COF) at 1.15 are valued close to their industries’ norm against book — neither stands out from peers.
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
COF
Financial Services industry group
1.15
- Max
- 7.79
- Q3
- 3.63
- Median
- 1.57
- COF
- 1.15
- Q1
- 0.81
- Min
- -0.39
Valuation Metrics
| Metric | CG | COF |
|---|---|---|
| P/E Ratio (TTM) | 40.93 | 12.37 |
| P/S Ratio (TTM) | 5.06 | 2.48 |
| P/B Ratio (MRQ) | 2.81 | 1.15 |
| Free Cash Flow Yield (TTM) | -- | -- |