CG vs. FUTU: Carlyle vs. Futu Stock Comparison

Company Profile

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

Carlyle (CG) trades as ordinary local shares, while Futu (FUTU) trades as an ADR — compare with FX exposure, depositary-program fees, and dividend-withholding-tax differences in mind.

Price Performance

Cumulative Growth

Trailing Returns

Calendar-Year Returns

Performance Metrics

Risk Profile

Drawdown History

Return Distribution

Risk Metrics

Carlyle (CG) has an aggressive beta of 1.82, indicating higher sensitivity to broad-market moves, while Futu (FUTU) is defensive at 0.68 and tends to be less market-sensitive — they sit on opposite ends of the beta spectrum.

Risk-Adjusted Performance

Risk-Return Positioning

Risk-Adjusted Metrics

Profitability

Futu (FUTU) at 30.52% sits in the top ROE quartile, while Carlyle (CG) at 5.23% is closer to the peer norm — stronger capital efficiency for FUTU.

Futu (FUTU) at 46.20% retains a top-quartile share of revenue as profit, ahead of Carlyle (CG) at 12.81%, which keeps about the industry-typical share.

Carlyle (CG) reports a negative operating margin of -52.93%, usually indicating that operating costs exceeded revenue at the operating-income line. Meanwhile Futu (FUTU) reports 66.75%, ranking against industry peers normally.

Profitability Metrics

Growth

Futu (FUTU) at 68.11% delivers above-range revenue growth, while Carlyle (CG) at -5.56% falls into the bottom quartile — a wide split in revenue momentum.

Futu (FUTU) at 106.38% 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 FUTU.

Growth Metrics

Financial Strength

current ratio doesn’t apply on either side: Carlyle (CG) in Financial Services and Futu (FUTU) 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-to-equity ratio is set aside for both: Carlyle (CG) in Financial Services and Futu (FUTU) 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

Dividends

Futu (FUTU) 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.

Carlyle (CG) reports payout ratio above 100% at 147.37%, meaning dividends exceeded current-period earnings and sustainability needs extra context. Meanwhile Futu (FUTU) reports 25.80%, ranking against industry peers normally.

Dividend Metrics

Valuation

Futu (FUTU) at 9.73 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.

Futu (FUTU) at 0.57 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.

On P/B ratio, both Carlyle (CG) at 2.81 and Futu (FUTU) at 2.75 are valued close to their industries’ norm against book — neither stands out from peers.

Valuation Metrics