CG vs. GPN: Carlyle vs. Global Payments Stock Comparison
How do Carlyle (CG) and Global Payments (GPN) 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 Global Payments (GPN) both fall under the Financial Services industry group, but CG is classified in Capital Markets while GPN is classified in Financial Services.
| Profile Item | CG | GPN |
|---|---|---|
| Name | The Carlyle Group Inc. | Global Payments 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 | 25.78 billion USD |
| Currency | USD | USD |
| Exchange | Nasdaq | NYSE |
| Listing Date | May 3, 2012 | January 16, 2001 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | CG | GPN |
|---|---|---|
| Total Return (1Y) | -17.79% | 31.53% |
| Total Return (3Y, Annualized) | 15.29% | -1.66% |
| Total Return (5Y, Annualized) | -3.77% | -4.82% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | CG | GPN |
|---|---|---|
| Volatility (1Y, Annualized) | 37.89% | 42.00% |
| Beta (5Y) | 1.82 | 0.80 |
| Max Drawdown (5Y) | -56.75% | -57.06% |
| Avg. Volume (3M) | 3.48M | 2.69M |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | CG | GPN |
|---|---|---|
| Sharpe Ratio (1Y) | -0.58 | 0.65 |
| Sortino Ratio (1Y) | -0.81 | 1.10 |
Profitability
ROE (TTM)
Carlyle (CG) at 5.23% is around its peer norm for ROE, while Global Payments (GPN) at 0.84% drops into the bottom quartile, signaling weaker returns on shareholders’ equity.
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%
GPN
Financial Services industry group
0.84%
- Max
- 44.78%
- Q3
- 21.85%
- Median
- 12.91%
- Q1
- 4.48%
- GPN
- 0.84%
- Min
- -18.71%
Net Margin (TTM)
Global Payments (GPN) reports a negative net margin of -11.21%, usually indicating a net loss over the period. Meanwhile Carlyle (CG) reports 12.81%, ranking against industry peers normally.
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%
GPN
Financial Services industry group
-11.21%
- Max
- 62.84%
- Q3
- 28.05%
- Median
- 15.36%
- Q1
- 4.82%
- GPN
- -11.21%
- 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 Global Payments (GPN) reports 15.73%, 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%
GPN
Financial Services industry group
15.73%
- Max
- 107.33%
- Q3
- 55.90%
- Median
- 30.09%
- GPN
- 15.73%
- Q1
- 14.60%
- Min
- -44.34%
Profitability Metrics
| Metric | CG | GPN |
|---|---|---|
| ROE (TTM) | 5.23% | 0.84% |
| ROA (TTM) | 1.27% | 2.24% |
| Net Margin (TTM) | 12.81% | -11.21% |
| Operating Margin (TTM) | -52.93% | 15.73% |
| Gross Margin (TTM) | -- | -- |
Growth
Revenue Growth
Both Carlyle (CG) at -5.56% and Global Payments (GPN) at -0.39% post bottom-quartile revenue growth versus peers, pointing to weaker demand or pricing momentum than typical rivals.
EPS Growth
Both Carlyle (CG) at -21.30% and Global Payments (GPN) at -6.17% land near their industries' usual EPS growth ranges, so bottom-line momentum looks broadly in line with peers on both sides.
Growth Metrics
| Metric | CG | GPN |
|---|---|---|
| Revenue Growth (YoY) | -5.56% | -0.39% |
| Revenue Growth (3Y CAGR) | -1.43% | -4.96% |
| EPS Growth (YoY) | -21.30% | -6.17% |
| EPS Growth (3Y CAGR) | -13.34% | 143.57% |
Financial Strength
Current Ratio (MRQ)
current ratio doesn’t apply on either side: Carlyle (CG) in Financial Services and Global Payments (GPN) 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 Global Payments (GPN) 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 | GPN |
|---|---|---|
| Current Ratio (MRQ) | -- | -- |
| Debt / Equity (MRQ) | -- | -- |
| Net Debt / EBITDA | -- | -- |
Dividends
Dividend Yield (TTM)
Both Carlyle (CG) at 3.50% and Global Payments (GPN) at 1.05% 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%
GPN
Financial Services industry group
1.05%
- Max
- 9.77%
- Q3
- 3.92%
- Median
- 1.09%
- GPN
- 1.05%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Payout Ratio (TTM)
Both Carlyle (CG) at 147.37% and Global Payments (GPN) at 178.57% report payout ratio above 100%, meaning dividends exceeded current-period earnings on both sides.
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%
GPN
Financial Services industry group
178.57%
- Max
- 241.07%
- GPN
- 178.57%
- Q3
- 97.36%
- Median
- 25.77%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | CG | GPN |
|---|---|---|
| Dividend Yield (TTM) | 3.50% | 1.05% |
| Dividend Payout Ratio (TTM) | 147.37% | 178.57% |
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 Global Payments (GPN) at 173.93 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
GPN
Financial Services industry group
173.93
- GPN
- 173.93
- Max
- 45.85
- Q3
- 24.64
- Median
- 15.37
- Q1
- 9.68
- Min
- 0.16
P/S Ratio (TTM)
Global Payments (GPN) at 2.24 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
GPN
Financial Services industry group
2.24
- Max
- 9.23
- Q3
- 4.57
- Median
- 2.72
- GPN
- 2.24
- Q1
- 1.28
- Min
- -0.55
P/B Ratio (MRQ)
On P/B ratio, both Carlyle (CG) at 2.81 and Global Payments (GPN) at 1.11 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
GPN
Financial Services industry group
1.11
- Max
- 7.79
- Q3
- 3.63
- Median
- 1.57
- GPN
- 1.11
- Q1
- 0.81
- Min
- -0.39
Valuation Metrics
| Metric | CG | GPN |
|---|---|---|
| P/E Ratio (TTM) | 40.93 | 173.93 |
| P/S Ratio (TTM) | 5.06 | 2.24 |
| P/B Ratio (MRQ) | 2.81 | 1.11 |
| Free Cash Flow Yield (TTM) | -- | -- |