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CG vs. IX: Carlyle vs. ORIX Stock Comparison

How do Carlyle (CG) and ORIX (IX) 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 ORIX (IX) both fall under the Financial Services industry group, but CG is classified in Capital Markets while IX is classified in Financial Services.

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

Company profile comparison for Carlyle (CG) and ORIX (IX)
Profile ItemCGIX
NameThe Carlyle Group Inc.ORIX Corporation Sponsored ADR
Country/RegionUnited StatesJapan
GICS SectorFinancialsFinancials
GICS Industry GroupFinancial ServicesFinancial Services
GICS IndustryCapital MarketsFinancial Services
GICS Sub-IndustryAsset Management & Custody BanksDiversified Financial Services
Market Capitalization14.04 billion USD37.30 billion USD
CurrencyUSDUSD
ExchangeNasdaqNYSE
Listing DateMay 3, 2012September 16, 1998
Security TypeCommon StockADR

Price Performance

Cumulative Growth

CG
IX
GSPC
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Carlyle (CG) vs. ORIX (IX), 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 ORIX (IX). Returns over one year are annualized.

Calendar-Year Returns

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

Performance Metrics

Price performance metrics for Carlyle (CG) and ORIX (IX)
MetricCGIX
Total Return (1Y)-17.79%37.72%
Total Return (3Y, Annualized)15.29%27.79%
Total Return (5Y, Annualized)-3.77%12.59%

Risk Profile

Drawdown History

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

Risk Metrics

Risk profile metrics for Carlyle (CG) and ORIX (IX)
MetricCGIX
Volatility (1Y, Annualized)37.89%29.12%
Beta (5Y)1.820.94
Max Drawdown (5Y)-56.75%-38.99%
Avg. Volume (3M)3.48M317.58K

Risk-Adjusted Performance

Risk-Return Positioning

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CG and IX 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 ORIX (IX)
MetricCGIX
Sharpe Ratio (1Y)-0.581.15
Sortino Ratio (1Y)-0.811.77

Profitability

ROE (TTM)

Both Carlyle (CG) at 5.23% and ORIX (IX) at 14.04% 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%

IX

Financial Services industry group

14.04%

Max
44.78%
Q3
21.85%
IX
14.04%
Median
12.91%
Q1
4.48%
Min
-18.71%
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Carlyle (CG) vs. ORIX (IX): A comparison of their ROE against the Financial Services industry group benchmark.

Net Margin (TTM)

Both Carlyle (CG) at 12.81% and ORIX (IX) at 17.94% 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%

IX

Financial Services industry group

17.94%

Max
62.84%
Q3
28.05%
IX
17.94%
Median
15.36%
Q1
4.82%
Min
-28.52%
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Carlyle (CG) vs. ORIX (IX): 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 ORIX (IX) reports 21.52%, 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%

IX

Financial Services industry group

21.52%

Max
107.33%
Q3
55.90%
Median
30.09%
IX
21.52%
Q1
14.60%
Min
-44.34%
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Carlyle (CG) vs. ORIX (IX): A comparison of their operating margin against the Financial Services industry group benchmark.

Profitability Metrics

Profitability metrics for Carlyle (CG) and ORIX (IX)
MetricCGIX
ROE (TTM)5.23%14.04%
ROA (TTM)1.27%2.65%
Net Margin (TTM)12.81%17.94%
Operating Margin (TTM)-52.93%21.52%
Gross Margin (TTM)----

Growth

Revenue Growth

ORIX (IX) at 18.57% 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. ORIX (IX): A comparison of their Revenue Growth across different time periods.

EPS Growth

Both Carlyle (CG) at -21.30% and ORIX (IX) at 30.03% land near their industries' usual EPS growth ranges, so bottom-line momentum looks broadly in line with peers on both sides.

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

Growth Metrics

Growth metrics for Carlyle (CG) and ORIX (IX)
MetricCGIX
Revenue Growth (YoY)-5.56%18.57%
Revenue Growth (3Y CAGR)-1.43%9.97%
EPS Growth (YoY)-21.30%30.03%
EPS Growth (3Y CAGR)-13.34%20.02%

Financial Strength

Current Ratio (MRQ)

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

Dividends

Dividend Yield (TTM)

Carlyle (CG) at 3.50% pays an industry-typical yield; ORIX (IX) at 435.55% is above its entire peer range — the higher number, but one that calls for a look at payout sustainability before treating it as an advantage.

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%

IX

Financial Services industry group

435.55%

IX
435.55%
Max
9.77%
Q3
3.92%
Median
1.09%
Q1
0.00%
Min
0.00%
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Carlyle (CG) vs. ORIX (IX): 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 ORIX (IX) reports 26.52%, 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%

IX

Financial Services industry group

26.52%

Max
241.07%
Q3
97.36%
IX
26.52%
Median
25.77%
Q1
0.00%
Min
0.00%
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Carlyle (CG) vs. ORIX (IX): A comparison of their payout ratio against the Financial Services industry group benchmark.

Dividend Metrics

Dividend metrics for Carlyle (CG) and ORIX (IX)
MetricCGIX
Dividend Yield (TTM)3.50%435.55%
Dividend Payout Ratio (TTM)147.37%26.52%

Valuation

P/E Ratio (TTM)

ORIX (IX) at 9.68 sits in the cheaper P/E ratio quartile, while Carlyle (CG) at 40.93 sits in the richer quartile — a clear split in what investors pay for each dollar of trailing earnings.

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

IX

Financial Services industry group

9.68

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

P/S Ratio (TTM)

ORIX (IX) at 0.01 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.

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

IX

Financial Services industry group

0.01

Max
9.23
Q3
4.57
Median
2.72
Q1
1.28
IX
0.01
Min
-0.55
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Carlyle (CG) vs. ORIX (IX): 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 ORIX (IX) at 1.28 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

IX

Financial Services industry group

1.28

Max
7.79
Q3
3.63
Median
1.57
IX
1.28
Q1
0.81
Min
-0.39
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Carlyle (CG) vs. ORIX (IX): A comparison of their P/B ratio against the Financial Services industry group benchmark.

Valuation Metrics

Valuation metrics for Carlyle (CG) and ORIX (IX)
MetricCGIX
P/E Ratio (TTM)40.939.68
P/S Ratio (TTM)5.060.01
P/B Ratio (MRQ)2.811.28
Free Cash Flow Yield (TTM)----