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CG vs. NDAQ: Carlyle vs. Nasdaq Stock Comparison

How do Carlyle (CG) and Nasdaq (NDAQ) 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 Nasdaq (NDAQ) both belong to the Capital Markets industry, though CG is classified under Asset Management & Custody Banks while NDAQ falls under Financial Exchanges & Data.

Company profile comparison for Carlyle (CG) and Nasdaq (NDAQ)
Profile ItemCGNDAQ
NameThe Carlyle Group Inc.Nasdaq, Inc. Common Stock
Country/RegionUnited StatesUnited States
GICS SectorFinancialsFinancials
GICS Industry GroupFinancial ServicesFinancial Services
GICS IndustryCapital MarketsCapital Markets
GICS Sub-IndustryAsset Management & Custody BanksFinancial Exchanges & Data
Market Capitalization14.04 billion USD59.88 billion USD
CurrencyUSDUSD
ExchangeNasdaqNasdaq
Listing DateMay 3, 2012July 1, 2002
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

CG
NDAQ
GSPC
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Carlyle (CG) vs. Nasdaq (NDAQ), 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 Nasdaq (NDAQ). Returns over one year are annualized.

Calendar-Year Returns

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

Performance Metrics

Price performance metrics for Carlyle (CG) and Nasdaq (NDAQ)
MetricCGNDAQ
Total Return (1Y)-17.79%26.55%
Total Return (3Y, Annualized)15.29%30.18%
Total Return (5Y, Annualized)-3.77%10.68%

Risk Profile

Drawdown History

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

Risk Metrics

Risk profile metrics for Carlyle (CG) and Nasdaq (NDAQ)
MetricCGNDAQ
Volatility (1Y, Annualized)37.89%28.74%
Beta (5Y)1.820.94
Max Drawdown (5Y)-56.75%-32.57%
Avg. Volume (3M)3.48M3.13M

Risk-Adjusted Performance

Risk-Return Positioning

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CG and NDAQ 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 Nasdaq (NDAQ)
MetricCGNDAQ
Sharpe Ratio (1Y)-0.580.77
Sortino Ratio (1Y)-0.811.09

Profitability

ROE (TTM)

Both Carlyle (CG) at 5.23% and Nasdaq (NDAQ) at 17.33% 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%

NDAQ

Financial Services industry group

17.33%

Max
44.78%
Q3
21.85%
NDAQ
17.33%
Median
12.91%
Q1
4.48%
Min
-18.71%
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Carlyle (CG) vs. Nasdaq (NDAQ): A comparison of their ROE against the Financial Services industry group benchmark.

Net Margin (TTM)

Nasdaq (NDAQ) at 36.06% 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%

NDAQ

Financial Services industry group

36.06%

Max
62.84%
NDAQ
36.06%
Q3
28.05%
Median
15.36%
Q1
4.82%
Min
-28.52%
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Carlyle (CG) vs. Nasdaq (NDAQ): 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 Nasdaq (NDAQ) reports 50.57%, 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%

NDAQ

Financial Services industry group

50.57%

Max
107.33%
Q3
55.90%
NDAQ
50.57%
Median
30.09%
Q1
14.60%
Min
-44.34%
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Carlyle (CG) vs. Nasdaq (NDAQ): A comparison of their operating margin against the Financial Services industry group benchmark.

Profitability Metrics

Profitability metrics for Carlyle (CG) and Nasdaq (NDAQ)
MetricCGNDAQ
ROE (TTM)5.23%17.33%
ROA (TTM)1.27%6.10%
Net Margin (TTM)12.81%36.06%
Operating Margin (TTM)-52.93%50.57%
Gross Margin (TTM)----

Growth

Revenue Growth

Nasdaq (NDAQ) at 11.65% 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. Nasdaq (NDAQ): A comparison of their Revenue Growth across different time periods.

EPS Growth

Nasdaq (NDAQ) at 60.10% sits in the top EPS growth quartile, while Carlyle (CG) at -21.30% is closer to the peer norm — faster per-share earnings growth for NDAQ.

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

Growth Metrics

Growth metrics for Carlyle (CG) and Nasdaq (NDAQ)
MetricCGNDAQ
Revenue Growth (YoY)-5.56%11.65%
Revenue Growth (3Y CAGR)-1.43%9.89%
EPS Growth (YoY)-21.30%60.10%
EPS Growth (3Y CAGR)-13.34%10.99%

Financial Strength

Current Ratio (MRQ)

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

Dividends

Dividend Yield (TTM)

Both Carlyle (CG) at 3.50% and Nasdaq (NDAQ) at 1.09% 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%

NDAQ

Financial Services industry group

1.09%

Max
9.77%
Q3
3.92%
Median
1.09%
NDAQ
1.09%
Q1
0.00%
Min
0.00%
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Carlyle (CG) vs. Nasdaq (NDAQ): 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 Nasdaq (NDAQ) reports 31.69%, 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%

NDAQ

Financial Services industry group

31.69%

Max
241.07%
Q3
97.36%
NDAQ
31.69%
Median
25.77%
Q1
0.00%
Min
0.00%
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Carlyle (CG) vs. Nasdaq (NDAQ): A comparison of their payout ratio against the Financial Services industry group benchmark.

Dividend Metrics

Dividend metrics for Carlyle (CG) and Nasdaq (NDAQ)
MetricCGNDAQ
Dividend Yield (TTM)3.50%1.09%
Dividend Payout Ratio (TTM)147.37%31.69%

Valuation

P/E Ratio (TTM)

Both Carlyle (CG) at 40.93 and Nasdaq (NDAQ) at 29.27 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

NDAQ

Financial Services industry group

29.27

Max
45.85
NDAQ
29.27
Q3
24.64
Median
15.37
Q1
9.68
Min
0.16
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Carlyle (CG) vs. Nasdaq (NDAQ): 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 Nasdaq (NDAQ) at 10.36 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

NDAQ

Financial Services industry group

10.36

NDAQ
10.36
Max
9.23
Q3
4.57
Median
2.72
Q1
1.28
Min
-0.55
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Carlyle (CG) vs. Nasdaq (NDAQ): A comparison of their P/S ratio against the Financial Services industry group benchmark.

P/B Ratio (MRQ)

Carlyle (CG) at 2.81 is valued about in line with its industry on P/B ratio, while Nasdaq (NDAQ) at 4.99 carries an above-peer premium to book — NDAQ is pricier on assets.

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

NDAQ

Financial Services industry group

4.99

Max
7.79
NDAQ
4.99
Q3
3.63
Median
1.57
Q1
0.81
Min
-0.39
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Carlyle (CG) vs. Nasdaq (NDAQ): A comparison of their P/B ratio against the Financial Services industry group benchmark.

Valuation Metrics

Valuation metrics for Carlyle (CG) and Nasdaq (NDAQ)
MetricCGNDAQ
P/E Ratio (TTM)40.9329.27
P/S Ratio (TTM)5.0610.36
P/B Ratio (MRQ)2.814.99
Free Cash Flow Yield (TTM)----