Seek Returns

CG vs. KKR: Carlyle vs. KKR Stock Comparison

How do Carlyle (CG) and KKR (KKR) 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 KKR (KKR) 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 KKR (KKR)
Profile ItemCGKKR
NameThe Carlyle Group Inc.Korro Bio, Inc.
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 USD89.11 billion USD
CurrencyUSDUSD
ExchangeNasdaqNYSE
Listing DateMay 3, 2012July 15, 2010
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

CG
KKR
GSPC
Loading price history…
Carlyle (CG) vs. KKR (KKR), 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

Loading price history…
Trailing total returns for Carlyle (CG) and KKR (KKR). Returns over one year are annualized.

Calendar-Year Returns

Loading price history…
Calendar-year total returns for Carlyle (CG) and KKR (KKR). Each bar is that year's total return, measured year-end to year-end.

Performance Metrics

Price performance metrics for Carlyle (CG) and KKR (KKR)
MetricCGKKR
Total Return (1Y)-17.79%-18.61%
Total Return (3Y, Annualized)15.29%17.09%
Total Return (5Y, Annualized)-3.77%5.12%

Risk Profile

Drawdown History

CG
KKR
GSPC
Loading price history…
Carlyle (CG) vs. KKR (KKR), 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

Loading price history…
Distribution of monthly total returns for Carlyle (CG) and KKR (KKR). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Risk profile metrics for Carlyle (CG) and KKR (KKR)
MetricCGKKR
Volatility (1Y, Annualized)37.89%38.71%
Beta (5Y)1.821.69
Max Drawdown (5Y)-56.75%-49.42%
Avg. Volume (3M)3.48M4.77M

Risk-Adjusted Performance

Risk-Return Positioning

Loading chart…
CG and KKR 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 KKR (KKR)
MetricCGKKR
Sharpe Ratio (1Y)-0.58-0.59
Sortino Ratio (1Y)-0.81-0.81

Profitability

ROE (TTM)

Both Carlyle (CG) at 5.23% and KKR (KKR) at 7.28% 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%

KKR

Financial Services industry group

7.28%

Max
44.78%
Q3
21.85%
Median
12.91%
KKR
7.28%
Q1
4.48%
Min
-18.71%
Loading chart…
Carlyle (CG) vs. KKR (KKR): A comparison of their ROE against the Financial Services industry group benchmark.

Net Margin (TTM)

Both Carlyle (CG) at 12.81% and KKR (KKR) at 12.20% 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%

KKR

Financial Services industry group

12.20%

Max
62.84%
Q3
28.05%
Median
15.36%
KKR
12.20%
Q1
4.82%
Min
-28.52%
Loading chart…
Carlyle (CG) vs. KKR (KKR): 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 KKR (KKR) reports 20.65%, 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%

KKR

Financial Services industry group

20.65%

Max
107.33%
Q3
55.90%
Median
30.09%
KKR
20.65%
Q1
14.60%
Min
-44.34%
Loading chart…
Carlyle (CG) vs. KKR (KKR): A comparison of their operating margin against the Financial Services industry group benchmark.

Profitability Metrics

Profitability metrics for Carlyle (CG) and KKR (KKR)
MetricCGKKR
ROE (TTM)5.23%7.28%
ROA (TTM)1.27%1.39%
Net Margin (TTM)12.81%12.20%
Operating Margin (TTM)-52.93%20.65%
Gross Margin (TTM)----

Growth

Revenue Growth

Both Carlyle (CG) at -5.56% and KKR (KKR) at -11.24% post bottom-quartile revenue growth versus peers, pointing to weaker demand or pricing momentum than typical rivals.

Loading chart…
Carlyle (CG) vs. KKR (KKR): 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 KKR (KKR) at -28.66% drops into the bottom quartile, signaling weaker earnings momentum.

Loading chart…
Carlyle (CG) vs. KKR (KKR): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for Carlyle (CG) and KKR (KKR)
MetricCGKKR
Revenue Growth (YoY)-5.56%-11.24%
Revenue Growth (3Y CAGR)-1.43%51.12%
EPS Growth (YoY)-21.30%-28.66%
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 KKR (KKR) 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 KKR (KKR) 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 KKR (KKR)
MetricCGKKR
Current Ratio (MRQ)----
Debt / Equity (MRQ)----
Net Debt / EBITDA----

Dividends

Dividend Yield (TTM)

Both Carlyle (CG) at 3.50% and KKR (KKR) at 0.77% 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%

KKR

Financial Services industry group

0.77%

Max
9.77%
Q3
3.92%
Median
1.09%
KKR
0.77%
Q1
0.00%
Min
0.00%
Loading chart…
Carlyle (CG) vs. KKR (KKR): 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 KKR (KKR) reports 23.96%, 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%

KKR

Financial Services industry group

23.96%

Max
241.07%
Q3
97.36%
Median
25.77%
KKR
23.96%
Q1
0.00%
Min
0.00%
Loading chart…
Carlyle (CG) vs. KKR (KKR): A comparison of their payout ratio against the Financial Services industry group benchmark.

Dividend Metrics

Dividend metrics for Carlyle (CG) and KKR (KKR)
MetricCGKKR
Dividend Yield (TTM)3.50%0.77%
Dividend Payout Ratio (TTM)147.37%23.96%

Valuation

P/E Ratio (TTM)

Both Carlyle (CG) at 40.93 and KKR (KKR) at 30.82 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

KKR

Financial Services industry group

30.82

Max
45.85
KKR
30.82
Q3
24.64
Median
15.37
Q1
9.68
Min
0.16
Loading chart…
Carlyle (CG) vs. KKR (KKR): A comparison of their P/E ratio against the Financial Services industry group benchmark.

P/S Ratio (TTM)

KKR (KKR) at 3.45 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

KKR

Financial Services industry group

3.45

Max
9.23
Q3
4.57
KKR
3.45
Median
2.72
Q1
1.28
Min
-0.55
Loading chart…
Carlyle (CG) vs. KKR (KKR): 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 KKR (KKR) at 3.04 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

KKR

Financial Services industry group

3.04

Max
7.79
Q3
3.63
KKR
3.04
Median
1.57
Q1
0.81
Min
-0.39
Loading chart…
Carlyle (CG) vs. KKR (KKR): A comparison of their P/B ratio against the Financial Services industry group benchmark.

Valuation Metrics

Valuation metrics for Carlyle (CG) and KKR (KKR)
MetricCGKKR
P/E Ratio (TTM)40.9330.82
P/S Ratio (TTM)5.063.45
P/B Ratio (MRQ)2.813.04
Free Cash Flow Yield (TTM)----