CG vs. FIS: Carlyle vs. Fidelity Natl Information Svcs Stock Comparison
How do Carlyle (CG) and Fidelity Natl Information Svcs (FIS) 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 Fidelity Natl Information Svcs (FIS) both fall under the Financial Services industry group, but CG is classified in Capital Markets while FIS is classified in Financial Services.
| Profile Item | CG | FIS |
|---|---|---|
| Name | The Carlyle Group Inc. | Fidelity National Information Services, 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 | Transaction & Payment Processing Services |
| Market Capitalization | 14.04 billion USD | 14.81 billion USD |
| Currency | USD | USD |
| Exchange | Nasdaq | NYSE |
| Listing Date | May 3, 2012 | June 20, 2001 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | CG | FIS |
|---|---|---|
| Total Return (1Y) | -17.79% | -54.36% |
| Total Return (3Y, Annualized) | 15.29% | -15.82% |
| Total Return (5Y, Annualized) | -3.77% | -22.37% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | CG | FIS |
|---|---|---|
| Volatility (1Y, Annualized) | 37.89% | 41.42% |
| Beta (5Y) | 1.82 | 0.91 |
| Max Drawdown (5Y) | -56.75% | -73.34% |
| Avg. Volume (3M) | 3.48M | 6.68M |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | CG | FIS |
|---|---|---|
| Sharpe Ratio (1Y) | -0.58 | -1.42 |
| Sortino Ratio (1Y) | -0.81 | -1.66 |
Profitability
ROE (TTM)
Fidelity Natl Information Svcs (FIS) at 23.04% sits in the top ROE quartile, while Carlyle (CG) at 5.23% is closer to the peer norm — stronger capital efficiency for FIS.
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%
FIS
Financial Services industry group
23.04%
- Max
- 44.78%
- FIS
- 23.04%
- Q3
- 21.85%
- Median
- 12.91%
- Q1
- 4.48%
- Min
- -18.71%
Net Margin (TTM)
Both Carlyle (CG) at 12.81% and Fidelity Natl Information Svcs (FIS) at 26.77% 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%
FIS
Financial Services industry group
26.77%
- Max
- 62.84%
- Q3
- 28.05%
- FIS
- 26.77%
- 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 Fidelity Natl Information Svcs (FIS) reports 22.93%, 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%
FIS
Financial Services industry group
22.93%
- Max
- 107.33%
- Q3
- 55.90%
- Median
- 30.09%
- FIS
- 22.93%
- Q1
- 14.60%
- Min
- -44.34%
Profitability Metrics
| Metric | CG | FIS |
|---|---|---|
| ROE (TTM) | 5.23% | 23.04% |
| ROA (TTM) | 1.27% | 4.52% |
| Net Margin (TTM) | 12.81% | 26.77% |
| Operating Margin (TTM) | -52.93% | 22.93% |
| Gross Margin (TTM) | -- | -- |
Growth
Revenue Growth
Fidelity Natl Information Svcs (FIS) at 5.43% 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
Carlyle (CG) at -21.30% is around its peer norm for EPS growth, while Fidelity Natl Information Svcs (FIS) at -72.03% drops into the bottom quartile, signaling weaker earnings momentum.
Growth Metrics
| Metric | CG | FIS |
|---|---|---|
| Revenue Growth (YoY) | -5.56% | 5.43% |
| Revenue Growth (3Y CAGR) | -1.43% | 3.18% |
| EPS Growth (YoY) | -21.30% | -72.03% |
| 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 Fidelity Natl Information Svcs (FIS) 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 Fidelity Natl Information Svcs (FIS) 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 | FIS |
|---|---|---|
| Current Ratio (MRQ) | -- | -- |
| Debt / Equity (MRQ) | -- | -- |
| Net Debt / EBITDA | -- | -- |
Dividends
Dividend Yield (TTM)
Fidelity Natl Information Svcs (FIS) at 5.85% delivers top-quartile income for its industry, while Carlyle (CG) at 3.50% pays a more typical yield — both are credible income propositions, FIS the richer one.
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%
FIS
Financial Services industry group
5.85%
- Max
- 9.77%
- FIS
- 5.85%
- Q3
- 3.92%
- 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 Fidelity Natl Information Svcs (FIS) reports 25.71%, 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%
FIS
Financial Services industry group
25.71%
- Max
- 241.07%
- Q3
- 97.36%
- Median
- 25.77%
- FIS
- 25.71%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | CG | FIS |
|---|---|---|
| Dividend Yield (TTM) | 3.50% | 5.85% |
| Dividend Payout Ratio (TTM) | 147.37% | 25.71% |
Valuation
P/E Ratio (TTM)
Fidelity Natl Information Svcs (FIS) at 4.29 sits in the cheaper P/E ratio quartile, while Carlyle (CG) at 40.93 sits in the richer quartile — a clear split in what investors pay for each dollar of trailing earnings.
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
FIS
Financial Services industry group
4.29
- Max
- 45.85
- Q3
- 24.64
- Median
- 15.37
- Q1
- 9.68
- FIS
- 4.29
- Min
- 0.16
P/S Ratio (TTM)
Fidelity Natl Information Svcs (FIS) at 1.14 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
FIS
Financial Services industry group
1.14
- Max
- 9.23
- Q3
- 4.57
- Median
- 2.72
- Q1
- 1.28
- FIS
- 1.14
- Min
- -0.55
P/B Ratio (MRQ)
On P/B ratio, both Carlyle (CG) at 2.81 and Fidelity Natl Information Svcs (FIS) at 0.91 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
FIS
Financial Services industry group
0.91
- Max
- 7.79
- Q3
- 3.63
- Median
- 1.57
- FIS
- 0.91
- Q1
- 0.81
- Min
- -0.39
Valuation Metrics
| Metric | CG | FIS |
|---|---|---|
| P/E Ratio (TTM) | 40.93 | 4.29 |
| P/S Ratio (TTM) | 5.06 | 1.14 |
| P/B Ratio (MRQ) | 2.81 | 0.91 |
| Free Cash Flow Yield (TTM) | -- | -- |