CG vs. HOOD: Carlyle vs. Robinhood Markets Stock Comparison
How do Carlyle (CG) and Robinhood Markets (HOOD) 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 Robinhood Markets (HOOD) both belong to the Capital Markets industry, though CG is classified under Asset Management & Custody Banks while HOOD falls under Investment Banking & Brokerage.
| Profile Item | CG | HOOD |
|---|---|---|
| Name | The Carlyle Group Inc. | Robinhood Markets Inc. Class A Common Stock |
| Country/Region | United States | United States |
| GICS Sector | Financials | Financials |
| GICS Industry Group | Financial Services | Financial Services |
| GICS Industry | Capital Markets | Capital Markets |
| GICS Sub-Industry | Asset Management & Custody Banks | Investment Banking & Brokerage |
| Market Capitalization | 14.04 billion USD | 72.86 billion USD |
| Currency | USD | USD |
| Exchange | Nasdaq | Nasdaq |
| Listing Date | May 3, 2012 | July 29, 2021 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | CG | HOOD |
|---|---|---|
| Total Return (1Y) | -17.79% | -35.46% |
| Total Return (3Y, Annualized) | 15.29% | 119.74% |
| Total Return (5Y, Annualized) | -3.77% | 18.05% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | CG | HOOD |
|---|---|---|
| Volatility (1Y, Annualized) | 37.89% | 71.13% |
| Beta (5Y) | 1.82 | 2.52 |
| Max Drawdown (5Y) | -56.75% | -81.23% |
| Avg. Volume (3M) | 3.48M | 20.63M |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | CG | HOOD |
|---|---|---|
| Sharpe Ratio (1Y) | -0.58 | -0.56 |
| Sortino Ratio (1Y) | -0.81 | -0.82 |
Profitability
ROE (TTM)
Both Carlyle (CG) at 5.23% and Robinhood Markets (HOOD) at 21.45% 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%
HOOD
Financial Services industry group
21.45%
- Max
- 44.78%
- Q3
- 21.85%
- HOOD
- 21.45%
- Median
- 12.91%
- Q1
- 4.48%
- Min
- -18.71%
Net Margin (TTM)
Robinhood Markets (HOOD) at 39.04% retains a top-quartile share of revenue as profit, ahead of Carlyle (CG) at 12.81%, which keeps about the industry-typical share.
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%
HOOD
Financial Services industry group
39.04%
- Max
- 62.84%
- HOOD
- 39.04%
- Q3
- 28.05%
- 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 Robinhood Markets (HOOD) reports 48.10%, 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%
HOOD
Financial Services industry group
48.10%
- Max
- 107.33%
- Q3
- 55.90%
- HOOD
- 48.10%
- Median
- 30.09%
- Q1
- 14.60%
- Min
- -44.34%
Profitability Metrics
| Metric | CG | HOOD |
|---|---|---|
| ROE (TTM) | 5.23% | 21.45% |
| ROA (TTM) | 1.27% | 4.01% |
| Net Margin (TTM) | 12.81% | 39.04% |
| Operating Margin (TTM) | -52.93% | 48.10% |
| Gross Margin (TTM) | -- | -- |
Growth
Revenue Growth
Robinhood Markets (HOOD) at 51.58% 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.
EPS Growth
Both Carlyle (CG) at -21.30% and Robinhood Markets (HOOD) at 31.41% 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 | HOOD |
|---|---|---|
| Revenue Growth (YoY) | -5.56% | 51.58% |
| Revenue Growth (3Y CAGR) | -1.43% | 48.79% |
| EPS Growth (YoY) | -21.30% | 31.41% |
| 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 Robinhood Markets (HOOD) 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 Robinhood Markets (HOOD) 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 | HOOD |
|---|---|---|
| Current Ratio (MRQ) | -- | -- |
| Debt / Equity (MRQ) | -- | -- |
| Net Debt / EBITDA | -- | -- |
Dividends
Dividend Yield (TTM)
Robinhood Markets (HOOD) 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%
HOOD
Financial Services industry group
0.00%
- Max
- 9.77%
- Q3
- 3.92%
- Median
- 1.09%
- HOOD
- 0.00%
- 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; Robinhood Markets (HOOD) 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%
HOOD
Financial Services industry group
0.00%
- Max
- 241.07%
- Q3
- 97.36%
- Median
- 25.77%
- HOOD
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | CG | HOOD |
|---|---|---|
| Dividend Yield (TTM) | 3.50% | 0.00% |
| Dividend Payout Ratio (TTM) | 147.37% | 0.00% |
Valuation
P/E Ratio (TTM)
Both Carlyle (CG) at 40.93 and Robinhood Markets (HOOD) at 37.29 sit in the richer earnings-multiple quartile for P/E ratio, so investors are paying more for TTM earnings than they pay for typical peers.
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
HOOD
Financial Services industry group
37.29
- Max
- 45.85
- HOOD
- 37.29
- Q3
- 24.64
- Median
- 15.37
- Q1
- 9.68
- Min
- 0.16
P/S Ratio (TTM)
Both look expensive on sales: Carlyle (CG) at 5.06 sits in the upper P/S ratio quartile, and Robinhood Markets (HOOD) at 14.34 prices even higher, above its industry range.
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
HOOD
Financial Services industry group
14.34
- HOOD
- 14.34
- Max
- 9.23
- Q3
- 4.57
- Median
- 2.72
- Q1
- 1.28
- Min
- -0.55
P/B Ratio (MRQ)
Carlyle (CG) at 2.81 is valued about in line with its industry on P/B ratio, while Robinhood Markets (HOOD) at 7.29 carries an above-peer premium to book — HOOD 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
HOOD
Financial Services industry group
7.29
- Max
- 7.79
- HOOD
- 7.29
- Q3
- 3.63
- Median
- 1.57
- Q1
- 0.81
- Min
- -0.39
Valuation Metrics
| Metric | CG | HOOD |
|---|---|---|
| P/E Ratio (TTM) | 40.93 | 37.29 |
| P/S Ratio (TTM) | 5.06 | 14.34 |
| P/B Ratio (MRQ) | 2.81 | 7.29 |
| Free Cash Flow Yield (TTM) | -- | -- |