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CG vs. MMC: A Head-to-Head Stock Comparison

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Here’s a clear look at CG and MMC, comparing key factors like historical performance, profitability, financial strength, growth, dividend, and valuation.

Company Profile

SymbolCGMMC
Company NameThe Carlyle Group Inc.Marsh & McLennan Companies, Inc.
CountryUnited StatesUnited States
GICS SectorFinancialsFinancials
GICS IndustryCapital MarketsInsurance
Market Capitalization22.44 billion USD98.96 billion USD
ExchangeNasdaqGSNYSE
Listing DateMay 3, 2012February 21, 1973
Security TypeCommon StockCommon Stock

Historical Performance

This chart compares the performance of CG and MMC by tracking the growth of an initial $10,000 investment in each. Use the tabs to select the desired time period. Data is adjusted for dividends and splits.

CG vs. MMC: Growth of a $10,000 investment over the past one year.

Historical Performance at a Glance

SymbolCGMMC
5-Day Price Return-2.03%0.94%
13-Week Price Return21.98%-7.83%
26-Week Price Return35.95%-15.61%
52-Week Price Return43.84%-10.01%
Month-to-Date Return-2.88%-2.08%
Year-to-Date Return24.18%-5.12%
10-Day Avg. Volume4.10M2.35M
3-Month Avg. Volume2.64M2.32M
3-Month Volatility31.02%15.54%
Beta2.030.80

Profitability

Return on Equity (TTM)

CG

22.24%

Capital Markets Industry

Max
38.97%
Q3
22.24%
Median
13.52%
Q1
8.61%
Min
-4.25%

CG’s Return on Equity of 22.24% is on par with the norm for the Capital Markets industry, indicating its profitability relative to shareholder equity is typical for the sector.

MMC

29.03%

Insurance Industry

Max
30.96%
Q3
18.76%
Median
14.22%
Q1
10.34%
Min
1.73%

In the upper quartile for the Insurance industry, MMC’s Return on Equity of 29.03% signals a highly effective use of shareholder capital to drive profitability compared to most of its peers.

CG vs. MMC: A comparison of their Return on Equity (TTM) against their respective Capital Markets and Insurance industry benchmarks.

Net Profit Margin (TTM)

CG

20.22%

Capital Markets Industry

Max
69.91%
Q3
37.24%
Median
24.30%
Q1
13.06%
Min
-15.18%

CG’s Net Profit Margin of 20.22% is aligned with the median group of its peers in the Capital Markets industry. This indicates its ability to convert revenue into profit is typical for the sector.

MMC

16.00%

Insurance Industry

Max
26.78%
Q3
14.69%
Median
9.87%
Q1
6.59%
Min
-3.51%

A Net Profit Margin of 16.00% places MMC in the upper quartile for the Insurance industry, signifying strong profitability and more effective cost management than most of its peers.

CG vs. MMC: A comparison of their Net Profit Margin (TTM) against their respective Capital Markets and Insurance industry benchmarks.

Operating Profit Margin (TTM)

CG

25.37%

Capital Markets Industry

Max
84.86%
Q3
47.16%
Median
32.23%
Q1
18.65%
Min
-21.87%

CG’s Operating Profit Margin of 25.37% is around the midpoint for the Capital Markets industry, indicating that its efficiency in managing core business operations is typical for the sector.

MMC

23.58%

Insurance Industry

Max
34.52%
Q3
20.17%
Median
14.46%
Q1
9.62%
Min
-2.51%

In the Insurance industry, Operating Profit Margin is often not the primary measure of operational efficiency.

CG vs. MMC: A comparison of their Operating Profit Margin (TTM) against their respective Capital Markets and Insurance industry benchmarks.

Profitability at a Glance

SymbolCGMMC
Return on Equity (TTM)22.24%29.03%
Return on Assets (TTM)5.29%7.44%
Net Profit Margin (TTM)20.22%16.00%
Operating Profit Margin (TTM)25.37%23.58%
Gross Profit Margin (TTM)58.27%--

Financial Strength

Current Ratio (MRQ)

CG

0.40

Capital Markets Industry

Max
3.37
Q3
1.81
Median
1.01
Q1
0.56
Min
0.04

For the Capital Markets industry, the Current Ratio is often not the most suitable measure of short-term liquidity.

MMC

1.20

Insurance Industry

Max
2.97
Q3
1.37
Median
0.54
Q1
0.15
Min
0.00

For the Insurance industry, the Current Ratio is often not the most suitable measure of short-term liquidity.

CG vs. MMC: A comparison of their Current Ratio (MRQ) against their respective Capital Markets and Insurance industry benchmarks.

Debt-to-Equity Ratio (MRQ)

CG

1.74

Capital Markets Industry

Max
6.52
Q3
2.79
Median
0.96
Q1
0.28
Min
0.00

The Debt-to-Equity Ratio is often not the primary focus for assessing leverage in the Capital Markets industry.

MMC

1.25

Insurance Industry

Max
1.25
Q3
0.65
Median
0.34
Q1
0.23
Min
0.00

The Debt-to-Equity Ratio is often not the primary focus for assessing leverage in the Insurance industry.

CG vs. MMC: A comparison of their Debt-to-Equity Ratio (MRQ) against their respective Capital Markets and Insurance industry benchmarks.

Interest Coverage Ratio (TTM)

CG

97.47

Capital Markets Industry

Max
107.59
Q3
48.41
Median
10.85
Q1
4.56
Min
-36.26

The Interest Coverage Ratio is often not a primary indicator of debt servicing capacity in the Capital Markets industry.

MMC

10.06

Insurance Industry

Max
43.68
Q3
21.45
Median
9.67
Q1
3.55
Min
-5.73

The Interest Coverage Ratio is often not a primary indicator of debt servicing capacity in the Insurance industry.

CG vs. MMC: A comparison of their Interest Coverage Ratio (TTM) against their respective Capital Markets and Insurance industry benchmarks.

Financial Strength at a Glance

SymbolCGMMC
Current Ratio (MRQ)0.401.20
Quick Ratio (MRQ)0.401.20
Debt-to-Equity Ratio (MRQ)1.741.25
Interest Coverage Ratio (TTM)97.4710.06

Growth

Revenue Growth

CG vs. MMC: A side-by-side comparison of their Revenue Growth for the MRQ (YoY), TTM (YoY), 3-Year CAGR, and 5-Year CAGR periods.

EPS Growth

CG vs. MMC: A side-by-side comparison of their EPS Growth for the MRQ (YoY), TTM (YoY), 3-Year CAGR, and 5-Year CAGR periods.

Dividend

Dividend Yield (TTM)

CG

2.30%

Capital Markets Industry

Max
9.02%
Q3
4.54%
Median
2.55%
Q1
1.27%
Min
0.00%

CG’s Dividend Yield of 2.30% is consistent with its peers in the Capital Markets industry, providing a dividend return that is standard for its sector.

MMC

1.63%

Insurance Industry

Max
9.80%
Q3
5.18%
Median
3.58%
Q1
2.07%
Min
0.00%

MMC’s Dividend Yield of 1.63% is in the lower quartile for the Insurance industry. This suggests the company’s strategy likely favors retaining earnings for growth over providing a high dividend income.

CG vs. MMC: A comparison of their Dividend Yield (TTM) against their respective Capital Markets and Insurance industry benchmarks.

Dividend Payout Ratio (TTM)

CG

40.07%

Capital Markets Industry

Max
199.38%
Q3
99.28%
Median
60.67%
Q1
32.00%
Min
0.00%

CG’s Dividend Payout Ratio of 40.07% is within the typical range for the Capital Markets industry, suggesting a balanced approach between shareholder payouts and company reinvestment.

MMC

39.18%

Insurance Industry

Max
169.40%
Q3
85.57%
Median
53.26%
Q1
23.68%
Min
0.00%

MMC’s Dividend Payout Ratio of 39.18% is within the typical range for the Insurance industry, suggesting a balanced approach between shareholder payouts and company reinvestment.

CG vs. MMC: A comparison of their Dividend Payout Ratio (TTM) against their respective Capital Markets and Insurance industry benchmarks.

Dividend at a Glance

SymbolCGMMC
Dividend Yield (TTM)2.30%1.63%
Dividend Payout Ratio (TTM)40.07%39.18%

Valuation

Price-to-Earnings Ratio (TTM)

CG

17.42

Capital Markets Industry

Max
51.69
Q3
29.42
Median
17.58
Q1
12.55
Min
5.59

CG’s P/E Ratio of 17.42 is within the middle range for the Capital Markets industry. This suggests its valuation is in line with the sector average, representing neither a significant premium nor a discount compared to its peers.

MMC

24.03

Insurance Industry

Max
30.75
Q3
18.11
Median
12.67
Q1
9.66
Min
2.87

A P/E Ratio of 24.03 places MMC in the upper quartile for the Insurance industry. This high valuation relative to peers suggests the market holds elevated expectations for the company’s future growth.

CG vs. MMC: A comparison of their Price-to-Earnings Ratio (TTM) against their respective Capital Markets and Insurance industry benchmarks.

Price-to-Sales Ratio (TTM)

CG

3.52

Capital Markets Industry

Max
14.65
Q3
7.29
Median
4.53
Q1
2.26
Min
0.04

CG’s P/S Ratio of 3.52 aligns with the market consensus for the Capital Markets industry. This suggests its valuation, based on sales, is seen as standard and is on par with its competitors.

MMC

3.84

Insurance Industry

Max
3.41
Q3
1.88
Median
1.22
Q1
0.80
Min
0.23

With a P/S Ratio of 3.84, MMC trades at a valuation that eclipses even the highest in the Insurance industry. This implies the market has priced in exceptionally optimistic scenarios for future revenue growth, posing considerable valuation risk.

CG vs. MMC: A comparison of their Price-to-Sales Ratio (TTM) against their respective Capital Markets and Insurance industry benchmarks.

Price-to-Book Ratio (MRQ)

CG

3.17

Capital Markets Industry

Max
10.83
Q3
5.12
Median
2.66
Q1
1.19
Min
0.37

CG’s P/B Ratio of 3.17 is within the conventional range for the Capital Markets industry. This shows a balanced market view, where the stock’s price is neither at a significant premium nor a discount to the book value of its peers.

MMC

6.83

Insurance Industry

Max
4.57
Q3
2.56
Median
1.88
Q1
1.20
Min
0.17

At 6.83, MMC’s P/B Ratio is at an extreme premium to the Insurance industry. This signifies that the market’s valuation is heavily reliant on future potential rather than its current net asset value, which can be a high-risk proposition.

CG vs. MMC: A comparison of their Price-to-Book Ratio (MRQ) against their respective Capital Markets and Insurance industry benchmarks.

Valuation at a Glance

SymbolCGMMC
Price-to-Earnings Ratio (TTM)17.4224.03
Price-to-Sales Ratio (TTM)3.523.84
Price-to-Book Ratio (MRQ)3.176.83
Price-to-Free Cash Flow Ratio (TTM)20.5218.61