CG vs. EQH: Carlyle vs. Equitable Stock Comparison
How do Carlyle (CG) and Equitable (EQH) 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 Equitable (EQH) both fall under the Financial Services industry group, but CG is classified in Capital Markets while EQH is classified in Financial Services.
| Profile Item | CG | EQH |
|---|---|---|
| Name | The Carlyle Group Inc. | Equitable Holdings Inc. |
| Country/Region | United States | United States |
| GICS Sector | Financials | Financials |
| GICS Industry Group | Financial Services | Financial Services |
| GICS Industry | Capital Markets | Financial Services |
| GICS Sub-Industry | Asset Management & Custody Banks | Diversified Financial Services |
| Market Capitalization | 14.04 billion USD | 14.04 billion USD |
| Currency | USD | USD |
| Exchange | Nasdaq | NYSE |
| Listing Date | May 3, 2012 | May 10, 2018 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | CG | EQH |
|---|---|---|
| Total Return (1Y) | -17.79% | 26.35% |
| Total Return (3Y, Annualized) | 15.29% | 32.07% |
| Total Return (5Y, Annualized) | -3.77% | 12.88% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | CG | EQH |
|---|---|---|
| Volatility (1Y, Annualized) | 37.89% | 33.44% |
| Beta (5Y) | 1.82 | 1.04 |
| Max Drawdown (5Y) | -56.75% | -35.85% |
| Avg. Volume (3M) | 3.48M | 2.71M |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | CG | EQH |
|---|---|---|
| Sharpe Ratio (1Y) | -0.58 | 0.66 |
| Sortino Ratio (1Y) | -0.81 | 0.94 |
Profitability
ROE (TTM)
Equitable (EQH) at 171.08% clears its industry range for ROE, a sharper capital-efficiency signal than Carlyle (CG) at 5.23%, which is closer to a typical peer reading.
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%
EQH
Financial Services industry group
171.08%
- EQH
- 171.08%
- Max
- 44.78%
- Q3
- 21.85%
- Median
- 12.91%
- Q1
- 4.48%
- Min
- -18.71%
Net Margin (TTM)
Both Carlyle (CG) at 12.81% and Equitable (EQH) at 11.52% 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%
EQH
Financial Services industry group
11.52%
- Max
- 62.84%
- Q3
- 28.05%
- Median
- 15.36%
- EQH
- 11.52%
- 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 Equitable (EQH) reports 37.18%, 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%
EQH
Financial Services industry group
37.18%
- Max
- 107.33%
- Q3
- 55.90%
- EQH
- 37.18%
- Median
- 30.09%
- Q1
- 14.60%
- Min
- -44.34%
Profitability Metrics
| Metric | CG | EQH |
|---|---|---|
| ROE (TTM) | 5.23% | 171.08% |
| ROA (TTM) | 1.27% | 0.45% |
| Net Margin (TTM) | 12.81% | 11.52% |
| Operating Margin (TTM) | -52.93% | 37.18% |
| Gross Margin (TTM) | -- | -- |
Growth
Revenue Growth
Both Carlyle (CG) at -5.56% and Equitable (EQH) at -6.12% post bottom-quartile revenue growth versus peers, pointing to weaker demand or pricing momentum than typical rivals.
EPS Growth
Carlyle (CG) at -21.30% is around its peer norm for EPS growth, while Equitable (EQH) at -227.78% falls below its industry range, a notably weak earnings reading.
Growth Metrics
| Metric | CG | EQH |
|---|---|---|
| Revenue Growth (YoY) | -5.56% | -6.12% |
| Revenue Growth (3Y CAGR) | -1.43% | -2.65% |
| EPS Growth (YoY) | -21.30% | -227.78% |
| EPS Growth (3Y CAGR) | -13.34% | -- |
Financial Strength
Current Ratio (MRQ)
current ratio doesn’t apply on either side: Carlyle (CG) in Financial Services and Equitable (EQH) 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 Equitable (EQH) 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 | EQH |
|---|---|---|
| Current Ratio (MRQ) | -- | -- |
| Debt / Equity (MRQ) | -- | -- |
| Net Debt / EBITDA | -- | -- |
Dividends
Dividend Yield (TTM)
Both Carlyle (CG) at 3.50% and Equitable (EQH) at 0.51% 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%
EQH
Financial Services industry group
0.51%
- Max
- 9.77%
- Q3
- 3.92%
- Median
- 1.09%
- EQH
- 0.51%
- 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 Equitable (EQH) reports 22.49%, 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%
EQH
Financial Services industry group
22.49%
- Max
- 241.07%
- Q3
- 97.36%
- Median
- 25.77%
- EQH
- 22.49%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | CG | EQH |
|---|---|---|
| Dividend Yield (TTM) | 3.50% | 0.51% |
| Dividend Payout Ratio (TTM) | 147.37% | 22.49% |
Valuation
P/E Ratio (TTM)
Equitable (EQH) at 10.39 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
EQH
Financial Services industry group
10.39
- Max
- 45.85
- Q3
- 24.64
- Median
- 15.37
- EQH
- 10.39
- Q1
- 9.68
- Min
- 0.16
P/S Ratio (TTM)
Equitable (EQH) at 1.08 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.
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
EQH
Financial Services industry group
1.08
- Max
- 9.23
- Q3
- 4.57
- Median
- 2.72
- Q1
- 1.28
- EQH
- 1.08
- Min
- -0.55
P/B Ratio (MRQ)
Equitable (EQH) reports a negative P/B ratio of -4.92, meaning negative book equity — the multiple itself is not meaningful for valuation. Meanwhile Carlyle (CG) reports 2.81, ranking against industry peers normally.
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
EQH
Financial Services industry group
-4.92
- Max
- 7.79
- Q3
- 3.63
- Median
- 1.57
- Q1
- 0.81
- Min
- -0.39
- EQH
- -4.92
Valuation Metrics
| Metric | CG | EQH |
|---|---|---|
| P/E Ratio (TTM) | 40.93 | 10.39 |
| P/S Ratio (TTM) | 5.06 | 1.08 |
| P/B Ratio (MRQ) | 2.81 | -4.92 |
| Free Cash Flow Yield (TTM) | -- | -- |