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CG vs. IVZ: Carlyle vs. Invesco Stock Comparison

How do Carlyle (CG) and Invesco (IVZ) 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 Invesco (IVZ) are both classified in the Asset Management & Custody Banks sub-industry within the broader Capital Markets industry, placing them in the closest GICS peer bucket.

Company profile comparison for Carlyle (CG) and Invesco (IVZ)
Profile ItemCGIVZ
NameThe Carlyle Group Inc.Invesco Ltd.
Country/RegionUnited StatesUnited States
GICS SectorFinancialsFinancials
GICS Industry GroupFinancial ServicesFinancial Services
GICS IndustryCapital MarketsCapital Markets
GICS Sub-IndustryAsset Management & Custody BanksAsset Management & Custody Banks
Market Capitalization14.04 billion USD11.90 billion USD
CurrencyUSDUSD
ExchangeNasdaqNYSE
Listing DateMay 3, 2012August 25, 1995
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

CG
IVZ
GSPC
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Carlyle (CG) vs. Invesco (IVZ), 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 Invesco (IVZ). Returns over one year are annualized.

Calendar-Year Returns

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

Performance Metrics

Price performance metrics for Carlyle (CG) and Invesco (IVZ)
MetricCGIVZ
Total Return (1Y)-17.79%27.77%
Total Return (3Y, Annualized)15.29%36.49%
Total Return (5Y, Annualized)-3.77%6.57%

Risk Profile

Drawdown History

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

Risk Metrics

Risk profile metrics for Carlyle (CG) and Invesco (IVZ)
MetricCGIVZ
Volatility (1Y, Annualized)37.89%35.98%
Beta (5Y)1.821.65
Max Drawdown (5Y)-56.75%-48.49%
Avg. Volume (3M)3.48M4.52M

Risk-Adjusted Performance

Risk-Return Positioning

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CG and IVZ 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 Invesco (IVZ)
MetricCGIVZ
Sharpe Ratio (1Y)-0.580.65
Sortino Ratio (1Y)-0.810.94

Profitability

ROE (TTM)

Invesco (IVZ) reports a negative ROE of -0.58%; negative ROE can reflect losses or negative shareholders’ equity, so it is harder to read as capital efficiency. Meanwhile Carlyle (CG) reports 5.23%, ranking against industry peers normally.

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%

IVZ

Financial Services industry group

-0.58%

Max
44.78%
Q3
21.85%
Median
12.91%
Q1
4.48%
IVZ
-0.58%
Min
-18.71%
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Carlyle (CG) vs. Invesco (IVZ): A comparison of their ROE against the Financial Services industry group benchmark.

Net Margin (TTM)

Invesco (IVZ) reports a negative net margin of -1.10%, 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%

IVZ

Financial Services industry group

-1.10%

Max
62.84%
Q3
28.05%
Median
15.36%
Q1
4.82%
IVZ
-1.10%
Min
-28.52%
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Carlyle (CG) vs. Invesco (IVZ): 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 Invesco (IVZ) reports 23.30%, 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%

IVZ

Financial Services industry group

23.30%

Max
107.33%
Q3
55.90%
Median
30.09%
IVZ
23.30%
Q1
14.60%
Min
-44.34%
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Carlyle (CG) vs. Invesco (IVZ): A comparison of their operating margin against the Financial Services industry group benchmark.

Profitability Metrics

Profitability metrics for Carlyle (CG) and Invesco (IVZ)
MetricCGIVZ
ROE (TTM)5.23%-0.58%
ROA (TTM)1.27%3.28%
Net Margin (TTM)12.81%-1.10%
Operating Margin (TTM)-52.93%23.30%
Gross Margin (TTM)----

Growth

Revenue Growth

Invesco (IVZ) at 5.11% 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. Invesco (IVZ): A comparison of their Revenue Growth across different time periods.

EPS Growth

Carlyle (CG) at -21.30% is around its peer norm for EPS growth, while Invesco (IVZ) at -235.59% falls below its industry range, a notably weak earnings reading.

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

Growth Metrics

Growth metrics for Carlyle (CG) and Invesco (IVZ)
MetricCGIVZ
Revenue Growth (YoY)-5.56%5.11%
Revenue Growth (3Y CAGR)-1.43%1.78%
EPS Growth (YoY)-21.30%-235.59%
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 Invesco (IVZ) 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 Invesco (IVZ) 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 Invesco (IVZ)
MetricCGIVZ
Current Ratio (MRQ)----
Debt / Equity (MRQ)----
Net Debt / EBITDA----

Dividends

Dividend Yield (TTM)

Both Carlyle (CG) at 3.50% and Invesco (IVZ) at 3.16% 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%

IVZ

Financial Services industry group

3.16%

Max
9.77%
Q3
3.92%
IVZ
3.16%
Median
1.09%
Q1
0.00%
Min
0.00%
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Carlyle (CG) vs. Invesco (IVZ): 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 and sustainability needs extra context. Meanwhile Invesco (IVZ) reports 56.46%, 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%

IVZ

Financial Services industry group

56.46%

Max
241.07%
Q3
97.36%
IVZ
56.46%
Median
25.77%
Q1
0.00%
Min
0.00%
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Carlyle (CG) vs. Invesco (IVZ): A comparison of their payout ratio against the Financial Services industry group benchmark.

Dividend Metrics

Dividend metrics for Carlyle (CG) and Invesco (IVZ)
MetricCGIVZ
Dividend Yield (TTM)3.50%3.16%
Dividend Payout Ratio (TTM)147.37%56.46%

Valuation

P/E Ratio (TTM)

An earnings multiple is available for just one side: Carlyle (CG) trades at 40.93 times trailing earnings, ranked against its peers, while Invesco (IVZ) has no P/E ratio this period.

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

IVZ

Financial Services industry group

--

Max
45.85
Q3
24.64
Median
15.37
Q1
9.68
Min
0.16
IVZ
--
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Carlyle (CG) vs. Invesco (IVZ): IVZ does not report P/E ratio, so it has no value marker; CG is benchmarked against the Financial Services industry group.

P/S Ratio (TTM)

Invesco (IVZ) at 1.67 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

IVZ

Financial Services industry group

1.67

Max
9.23
Q3
4.57
Median
2.72
IVZ
1.67
Q1
1.28
Min
-0.55
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Carlyle (CG) vs. Invesco (IVZ): A comparison of their P/S ratio against the Financial Services industry group benchmark.

P/B Ratio (MRQ)

On P/B ratio, both Carlyle (CG) at 2.81 and Invesco (IVZ) at 1.18 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

IVZ

Financial Services industry group

1.18

Max
7.79
Q3
3.63
Median
1.57
IVZ
1.18
Q1
0.81
Min
-0.39
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Carlyle (CG) vs. Invesco (IVZ): A comparison of their P/B ratio against the Financial Services industry group benchmark.

Valuation Metrics

Valuation metrics for Carlyle (CG) and Invesco (IVZ)
MetricCGIVZ
P/E Ratio (TTM)40.93--
P/S Ratio (TTM)5.061.67
P/B Ratio (MRQ)2.811.18
Free Cash Flow Yield (TTM)----