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CG vs. FRHC: Carlyle vs. Freedom Stock Comparison

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

Company profile comparison for Carlyle (CG) and Freedom (FRHC)
Profile ItemCGFRHC
NameThe Carlyle Group Inc.Freedom Holding Corp.
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 USD11.41 billion USD
CurrencyUSDUSD
ExchangeNasdaqNasdaq
Listing DateMay 3, 2012February 7, 2018
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

CG
FRHC
GSPC
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Carlyle (CG) vs. Freedom (FRHC), 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 Freedom (FRHC). Returns over one year are annualized.

Calendar-Year Returns

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

Performance Metrics

Price performance metrics for Carlyle (CG) and Freedom (FRHC)
MetricCGFRHC
Total Return (1Y)-17.79%18.04%
Total Return (3Y, Annualized)15.29%28.04%
Total Return (5Y, Annualized)-3.77%18.95%

Risk Profile

Drawdown History

CG
FRHC
GSPC
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Carlyle (CG) vs. Freedom (FRHC), 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 Freedom (FRHC). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Risk profile metrics for Carlyle (CG) and Freedom (FRHC)
MetricCGFRHC
Volatility (1Y, Annualized)37.89%47.01%
Beta (5Y)1.820.71
Max Drawdown (5Y)-56.75%-45.80%
Avg. Volume (3M)3.48M108.35K

Risk-Adjusted Performance

Risk-Return Positioning

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CG and FRHC 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 Freedom (FRHC)
MetricCGFRHC
Sharpe Ratio (1Y)-0.580.29
Sortino Ratio (1Y)-0.810.45

Profitability

ROE (TTM)

Both Carlyle (CG) at 5.23% and Freedom (FRHC) at 10.68% 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%

FRHC

Financial Services industry group

10.68%

Max
44.78%
Q3
21.85%
Median
12.91%
FRHC
10.68%
Q1
4.48%
Min
-18.71%
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Carlyle (CG) vs. Freedom (FRHC): A comparison of their ROE against the Financial Services industry group benchmark.

Net Margin (TTM)

Both Carlyle (CG) at 12.81% and Freedom (FRHC) at 8.43% 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%

FRHC

Financial Services industry group

8.43%

Max
62.84%
Q3
28.05%
Median
15.36%
FRHC
8.43%
Q1
4.82%
Min
-28.52%
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Carlyle (CG) vs. Freedom (FRHC): 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 Freedom (FRHC) reports 5.01%, 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%

FRHC

Financial Services industry group

5.01%

Max
107.33%
Q3
55.90%
Median
30.09%
Q1
14.60%
FRHC
5.01%
Min
-44.34%
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Carlyle (CG) vs. Freedom (FRHC): A comparison of their operating margin against the Financial Services industry group benchmark.

Profitability Metrics

Profitability metrics for Carlyle (CG) and Freedom (FRHC)
MetricCGFRHC
ROE (TTM)5.23%10.68%
ROA (TTM)1.27%1.24%
Net Margin (TTM)12.81%8.43%
Operating Margin (TTM)-52.93%5.01%
Gross Margin (TTM)----

Growth

Revenue Growth

Freedom (FRHC) at 8.97% 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.

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

EPS Growth

Freedom (FRHC) at 98.93% 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 FRHC.

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

Growth Metrics

Growth metrics for Carlyle (CG) and Freedom (FRHC)
MetricCGFRHC
Revenue Growth (YoY)-5.56%8.97%
Revenue Growth (3Y CAGR)-1.43%39.61%
EPS Growth (YoY)-21.30%98.93%
EPS Growth (3Y CAGR)-13.34%-10.08%

Financial Strength

Current Ratio (MRQ)

current ratio doesn’t apply on either side: Carlyle (CG) in Financial Services and Freedom (FRHC) 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 Freedom (FRHC) 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 Freedom (FRHC)
MetricCGFRHC
Current Ratio (MRQ)----
Debt / Equity (MRQ)----
Net Debt / EBITDA----

Dividends

Dividend Yield (TTM)

Freedom (FRHC) 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.

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%

FRHC

Financial Services industry group

0.00%

Max
9.77%
Q3
3.92%
Median
1.09%
FRHC
0.00%
Q1
0.00%
Min
0.00%
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Carlyle (CG) vs. Freedom (FRHC): 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; Freedom (FRHC) pays no dividend (payout 0.00%).

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%

FRHC

Financial Services industry group

0.00%

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

Dividend Metrics

Dividend metrics for Carlyle (CG) and Freedom (FRHC)
MetricCGFRHC
Dividend Yield (TTM)3.50%0.00%
Dividend Payout Ratio (TTM)147.37%0.00%

Valuation

P/E Ratio (TTM)

Both look expensive on trailing earnings: Carlyle (CG) at 40.93 sits in the richer P/E ratio quartile, and Freedom (FRHC) at 70.97 is richer still, above its industry range.

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

FRHC

Financial Services industry group

70.97

FRHC
70.97
Max
45.85
Q3
24.64
Median
15.37
Q1
9.68
Min
0.16
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Carlyle (CG) vs. Freedom (FRHC): A comparison of their P/E ratio against the Financial Services industry group benchmark.

P/S Ratio (TTM)

Both Carlyle (CG) at 5.06 and Freedom (FRHC) at 6.51 command a richer price per dollar of sales than most peers, sitting in the upper P/S ratio quartile of their industries.

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

FRHC

Financial Services industry group

6.51

Max
9.23
FRHC
6.51
Q3
4.57
Median
2.72
Q1
1.28
Min
-0.55
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Carlyle (CG) vs. Freedom (FRHC): 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 Freedom (FRHC) at 7.16 carries an above-peer premium to book — FRHC 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

FRHC

Financial Services industry group

7.16

Max
7.79
FRHC
7.16
Q3
3.63
Median
1.57
Q1
0.81
Min
-0.39
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Carlyle (CG) vs. Freedom (FRHC): A comparison of their P/B ratio against the Financial Services industry group benchmark.

Valuation Metrics

Valuation metrics for Carlyle (CG) and Freedom (FRHC)
MetricCGFRHC
P/E Ratio (TTM)40.9370.97
P/S Ratio (TTM)5.066.51
P/B Ratio (MRQ)2.817.16
Free Cash Flow Yield (TTM)----