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CG vs. EVR: Carlyle vs. Evercore Stock Comparison

How do Carlyle (CG) and Evercore (EVR) 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 Evercore (EVR) both belong to the Capital Markets industry, though CG is classified under Asset Management & Custody Banks while EVR falls under Investment Banking & Brokerage.

Company profile comparison for Carlyle (CG) and Evercore (EVR)
Profile ItemCGEVR
NameThe Carlyle Group Inc.Evercore Inc. Class A Common Stock
Country/RegionUnited StatesUnited States
GICS SectorFinancialsFinancials
GICS Industry GroupFinancial ServicesFinancial Services
GICS IndustryCapital MarketsCapital Markets
GICS Sub-IndustryAsset Management & Custody BanksInvestment Banking & Brokerage
Market Capitalization14.04 billion USD10.81 billion USD
CurrencyUSDUSD
ExchangeNasdaqNYSE
Listing DateMay 3, 2012August 14, 2006
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

CG
EVR
GSPC
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Carlyle (CG) vs. Evercore (EVR), with S&P 500 (GSPC) for reference: Growth of a $10,000 investment over the past five years. Adjusted for dividends and splits.

Trailing Returns

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Trailing total returns for Carlyle (CG) and Evercore (EVR). Returns over one year are annualized.

Calendar-Year Returns

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Calendar-year total returns for Carlyle (CG) and Evercore (EVR). Each bar is that year's total return, measured year-end to year-end.

Performance Metrics

Price performance metrics for Carlyle (CG) and Evercore (EVR)
MetricCGEVR
Total Return (1Y)-17.79%-2.40%
Total Return (3Y, Annualized)15.29%30.98%
Total Return (5Y, Annualized)-3.77%16.41%

Risk Profile

Drawdown History

CG
EVR
GSPC
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Carlyle (CG) vs. Evercore (EVR), with S&P 500 (GSPC) for reference: Drawdown from the running peak over the past five years. Each line shows the decline from its prior peak; 0% marks a new high.

Return Distribution

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Distribution of monthly total returns for Carlyle (CG) and Evercore (EVR). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Risk profile metrics for Carlyle (CG) and Evercore (EVR)
MetricCGEVR
Volatility (1Y, Annualized)37.89%39.76%
Beta (5Y)1.821.45
Max Drawdown (5Y)-56.75%-47.86%
Avg. Volume (3M)3.48M546.56K

Risk-Adjusted Performance

Risk-Return Positioning

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CG and EVR are plotted by 1-year volatility (risk) and 1-year return. The dashed Capital Allocation Line runs from the risk-free rate through the shared industry median.

Risk-Adjusted Metrics

Risk-adjusted metrics for Carlyle (CG) and Evercore (EVR)
MetricCGEVR
Sharpe Ratio (1Y)-0.58-0.17
Sortino Ratio (1Y)-0.81-0.23

Profitability

ROE (TTM)

Evercore (EVR) at 37.97% sits in the top ROE quartile, while Carlyle (CG) at 5.23% is closer to the peer norm — stronger capital efficiency for EVR.

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%

EVR

Financial Services industry group

37.97%

Max
44.78%
EVR
37.97%
Q3
21.85%
Median
12.91%
Q1
4.48%
Min
-18.71%
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Carlyle (CG) vs. Evercore (EVR): A comparison of their ROE against the Financial Services industry group benchmark.

Net Margin (TTM)

Both Carlyle (CG) at 12.81% and Evercore (EVR) at 15.73% 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%

EVR

Financial Services industry group

15.73%

Max
62.84%
Q3
28.05%
EVR
15.73%
Median
15.36%
Q1
4.82%
Min
-28.52%
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Carlyle (CG) vs. Evercore (EVR): A comparison of their net margin against the Financial Services industry group benchmark.

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 Evercore (EVR) reports 21.94%, 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%

EVR

Financial Services industry group

21.94%

Max
107.33%
Q3
55.90%
Median
30.09%
EVR
21.94%
Q1
14.60%
Min
-44.34%
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Carlyle (CG) vs. Evercore (EVR): A comparison of their operating margin against the Financial Services industry group benchmark.

Profitability Metrics

Profitability metrics for Carlyle (CG) and Evercore (EVR)
MetricCGEVR
ROE (TTM)5.23%37.97%
ROA (TTM)1.27%17.07%
Net Margin (TTM)12.81%15.73%
Operating Margin (TTM)-52.93%21.94%
Gross Margin (TTM)----

Growth

Revenue Growth

Evercore (EVR) at 29.41% 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.

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Carlyle (CG) vs. Evercore (EVR): A comparison of their Revenue Growth across different time periods.

EPS Growth

Evercore (EVR) at 54.74% 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 EVR.

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Carlyle (CG) vs. Evercore (EVR): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for Carlyle (CG) and Evercore (EVR)
MetricCGEVR
Revenue Growth (YoY)-5.56%29.41%
Revenue Growth (3Y CAGR)-1.43%11.76%
EPS Growth (YoY)-21.30%54.74%
EPS Growth (3Y CAGR)-13.34%6.57%

Financial Strength

Current Ratio (MRQ)

current ratio doesn’t apply on either side: Carlyle (CG) in Financial Services and Evercore (EVR) 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 Evercore (EVR) 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

Financial strength metrics for Carlyle (CG) and Evercore (EVR)
MetricCGEVR
Current Ratio (MRQ)----
Debt / Equity (MRQ)----
Net Debt / EBITDA----

Dividends

Dividend Yield (TTM)

Both Carlyle (CG) at 3.50% and Evercore (EVR) at 1.21% 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%

EVR

Financial Services industry group

1.21%

Max
9.77%
Q3
3.92%
EVR
1.21%
Median
1.09%
Q1
0.00%
Min
0.00%
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Carlyle (CG) vs. Evercore (EVR): A comparison of their dividend yield against the Financial Services industry group benchmark.

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 Evercore (EVR) reports 18.93%, 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%

EVR

Financial Services industry group

18.93%

Max
241.07%
Q3
97.36%
Median
25.77%
EVR
18.93%
Q1
0.00%
Min
0.00%
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Carlyle (CG) vs. Evercore (EVR): A comparison of their payout ratio against the Financial Services industry group benchmark.

Dividend Metrics

Dividend metrics for Carlyle (CG) and Evercore (EVR)
MetricCGEVR
Dividend Yield (TTM)3.50%1.21%
Dividend Payout Ratio (TTM)147.37%18.93%

Valuation

P/E Ratio (TTM)

Evercore (EVR) at 15.57 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

EVR

Financial Services industry group

15.57

Max
45.85
Q3
24.64
EVR
15.57
Median
15.37
Q1
9.68
Min
0.16
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Carlyle (CG) vs. Evercore (EVR): A comparison of their P/E ratio against the Financial Services industry group benchmark.

P/S Ratio (TTM)

Evercore (EVR) at 2.23 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

EVR

Financial Services industry group

2.23

Max
9.23
Q3
4.57
Median
2.72
EVR
2.23
Q1
1.28
Min
-0.55
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Carlyle (CG) vs. Evercore (EVR): A comparison of their P/S ratio against the Financial Services industry group benchmark.

P/B Ratio (MRQ)

Carlyle (CG) at 2.81 is valued about in line with its industry on P/B ratio, while Evercore (EVR) at 5.56 carries an above-peer premium to book — EVR is pricier on assets.

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

EVR

Financial Services industry group

5.56

Max
7.79
EVR
5.56
Q3
3.63
Median
1.57
Q1
0.81
Min
-0.39
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Carlyle (CG) vs. Evercore (EVR): A comparison of their P/B ratio against the Financial Services industry group benchmark.

Valuation Metrics

Valuation metrics for Carlyle (CG) and Evercore (EVR)
MetricCGEVR
P/E Ratio (TTM)40.9315.57
P/S Ratio (TTM)5.062.23
P/B Ratio (MRQ)2.815.56
Free Cash Flow Yield (TTM)----