CG vs. JKHY: Carlyle vs. Jack Henry & Associates Stock Comparison

Company Profile

Carlyle (CG) and Jack Henry & Associates (JKHY) both fall under the Financial Services industry group, but CG is classified in Capital Markets while JKHY is classified in Financial Services.

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 Jack Henry & Associates (JKHY) is defensive at 0.51 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

Capital efficiency shows on one side only: Carlyle (CG) earns 5.23% on shareholders’ equity, ranked against its industry; Jack Henry & Associates (JKHY) has no ROE this period.

Both Carlyle (CG) at 12.81% and Jack Henry & Associates (JKHY) at 19.96% keep about the typical share of revenue as profit for their industries — neither bottom line stands out from peers.

Carlyle (CG) reports a negative operating margin of -52.93%, usually indicating that operating costs exceeded revenue at the operating-income line. Meanwhile Jack Henry & Associates (JKHY) reports 29.52%, ranking against industry peers normally.

Profitability Metrics

Growth

Jack Henry & Associates (JKHY) at 7.12% 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.

Both Carlyle (CG) at -21.30% and Jack Henry & Associates (JKHY) at 11.86% land near their industries' usual EPS growth ranges, so bottom-line momentum looks broadly in line with peers on both sides.

Growth Metrics

Financial Strength

current ratio doesn’t apply on either side: Carlyle (CG) in Financial Services and Jack Henry & Associates (JKHY) 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 Jack Henry & Associates (JKHY) 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

Both Carlyle (CG) at 3.50% and Jack Henry & Associates (JKHY) at 1.34% pay solid, industry-typical yields, sitting squarely within their peers’ usual range.

Carlyle (CG) reports payout ratio above 100% at 147.37%, meaning dividends exceeded current-period earnings and sustainability needs extra context. Meanwhile Jack Henry & Associates (JKHY) reports 33.10%, ranking against industry peers normally.

Dividend Metrics

Valuation

Jack Henry & Associates (JKHY) at 23.80 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.

Both Carlyle (CG) at 5.06 and Jack Henry & Associates (JKHY) at 4.67 command a richer price per dollar of sales than most peers, sitting in the upper P/S ratio quartile of their industries.

Carlyle (CG) at 2.81 is valued about in line with its industry on P/B ratio, while Jack Henry & Associates (JKHY) at 5.92 carries an above-peer premium to book — JKHY is pricier on assets.

Valuation Metrics