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CG vs. MA: Carlyle vs. Mastercard Stock Comparison

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

Company profile comparison for Carlyle (CG) and Mastercard (MA)
Profile ItemCGMA
NameThe Carlyle Group Inc.Mastercard Inc. Class A Common Stock
Country/RegionUnited StatesUnited States
GICS SectorFinancialsFinancials
GICS Industry GroupFinancial ServicesFinancial Services
GICS IndustryCapital MarketsFinancial Services
GICS Sub-IndustryAsset Management & Custody BanksTransaction & Payment Processing Services
Market Capitalization14.04 billion USD568.62 billion USD
CurrencyUSDUSD
ExchangeNasdaqNYSE
Listing DateMay 3, 2012May 25, 2006
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

CG
MA
GSPC
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Carlyle (CG) vs. Mastercard (MA), 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 Mastercard (MA). Returns over one year are annualized.

Calendar-Year Returns

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

Performance Metrics

Price performance metrics for Carlyle (CG) and Mastercard (MA)
MetricCGMA
Total Return (1Y)-17.79%20.00%
Total Return (3Y, Annualized)15.29%19.98%
Total Return (5Y, Annualized)-3.77%14.49%

Risk Profile

Drawdown History

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

Risk Metrics

Risk profile metrics for Carlyle (CG) and Mastercard (MA)
MetricCGMA
Volatility (1Y, Annualized)37.89%23.57%
Beta (5Y)1.820.76
Max Drawdown (5Y)-56.75%-28.25%
Avg. Volume (3M)3.48M2.98M

Risk-Adjusted Performance

Risk-Return Positioning

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CG and MA 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 Mastercard (MA)
MetricCGMA
Sharpe Ratio (1Y)-0.580.67
Sortino Ratio (1Y)-0.811.00

Profitability

ROE (TTM)

Mastercard (MA) at 231.37% clears its industry range for ROE, a sharper capital-efficiency signal than Carlyle (CG) at 5.23%, which is closer to a typical peer reading.

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%

MA

Financial Services industry group

231.37%

MA
231.37%
Max
44.78%
Q3
21.85%
Median
12.91%
Q1
4.48%
Min
-18.71%
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Carlyle (CG) vs. Mastercard (MA): A comparison of their ROE against the Financial Services industry group benchmark.

Net Margin (TTM)

Mastercard (MA) at 46.73% 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%

MA

Financial Services industry group

46.73%

Max
62.84%
MA
46.73%
Q3
28.05%
Median
15.36%
Q1
4.82%
Min
-28.52%
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Carlyle (CG) vs. Mastercard (MA): 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 Mastercard (MA) reports 60.53%, 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%

MA

Financial Services industry group

60.53%

Max
107.33%
MA
60.53%
Q3
55.90%
Median
30.09%
Q1
14.60%
Min
-44.34%
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Carlyle (CG) vs. Mastercard (MA): A comparison of their operating margin against the Financial Services industry group benchmark.

Profitability Metrics

Profitability metrics for Carlyle (CG) and Mastercard (MA)
MetricCGMA
ROE (TTM)5.23%231.37%
ROA (TTM)1.27%24.45%
Net Margin (TTM)12.81%46.73%
Operating Margin (TTM)-52.93%60.53%
Gross Margin (TTM)----

Growth

Revenue Growth

Mastercard (MA) at 16.42% 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. Mastercard (MA): A comparison of their Revenue Growth across different time periods.

EPS Growth

Both Carlyle (CG) at -21.30% and Mastercard (MA) at 18.93% 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. Mastercard (MA): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for Carlyle (CG) and Mastercard (MA)
MetricCGMA
Revenue Growth (YoY)-5.56%16.42%
Revenue Growth (3Y CAGR)-1.43%13.82%
EPS Growth (YoY)-21.30%18.93%
EPS Growth (3Y CAGR)-13.34%17.36%

Financial Strength

Current Ratio (MRQ)

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

Dividends

Dividend Yield (TTM)

Both Carlyle (CG) at 3.50% and Mastercard (MA) at 0.53% 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%

MA

Financial Services industry group

0.53%

Max
9.77%
Q3
3.92%
Median
1.09%
MA
0.53%
Q1
0.00%
Min
0.00%
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Carlyle (CG) vs. Mastercard (MA): 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 Mastercard (MA) reports 17.63%, 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%

MA

Financial Services industry group

17.63%

Max
241.07%
Q3
97.36%
Median
25.77%
MA
17.63%
Q1
0.00%
Min
0.00%
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Carlyle (CG) vs. Mastercard (MA): A comparison of their payout ratio against the Financial Services industry group benchmark.

Dividend Metrics

Dividend metrics for Carlyle (CG) and Mastercard (MA)
MetricCGMA
Dividend Yield (TTM)3.50%0.53%
Dividend Payout Ratio (TTM)147.37%17.63%

Valuation

P/E Ratio (TTM)

Both Carlyle (CG) at 40.93 and Mastercard (MA) at 34.15 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

MA

Financial Services industry group

34.15

Max
45.85
MA
34.15
Q3
24.64
Median
15.37
Q1
9.68
Min
0.16
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Carlyle (CG) vs. Mastercard (MA): A comparison of their P/E ratio against the Financial Services industry group benchmark.

P/S Ratio (TTM)

Both look expensive on sales: Carlyle (CG) at 5.06 sits in the upper P/S ratio quartile, and Mastercard (MA) at 15.67 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

MA

Financial Services industry group

15.67

MA
15.67
Max
9.23
Q3
4.57
Median
2.72
Q1
1.28
Min
-0.55
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Carlyle (CG) vs. Mastercard (MA): A comparison of their P/S ratio against the Financial Services industry group benchmark.

P/B Ratio (MRQ)

Carlyle (CG) at 2.81 sits near its industry’s typical P/B ratio, while Mastercard (MA) at 84.30 prices above its benchmark range — MA looks rich relative to book.

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

MA

Financial Services industry group

84.30

MA
84.30
Max
7.79
Q3
3.63
Median
1.57
Q1
0.81
Min
-0.39
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Carlyle (CG) vs. Mastercard (MA): A comparison of their P/B ratio against the Financial Services industry group benchmark.

Valuation Metrics

Valuation metrics for Carlyle (CG) and Mastercard (MA)
MetricCGMA
P/E Ratio (TTM)40.9334.15
P/S Ratio (TTM)5.0615.67
P/B Ratio (MRQ)2.8184.30
Free Cash Flow Yield (TTM)----