CG vs. RJF: Carlyle vs. Raymond James Financial Stock Comparison
How do Carlyle (CG) and Raymond James Financial (RJF) 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 Raymond James Financial (RJF) both belong to the Capital Markets industry, though CG is classified under Asset Management & Custody Banks while RJF falls under Investment Banking & Brokerage.
| Profile Item | CG | RJF |
|---|---|---|
| Name | The Carlyle Group Inc. | Raymond James Financial, Inc. |
| Country/Region | United States | United States |
| GICS Sector | Financials | Financials |
| GICS Industry Group | Financial Services | Financial Services |
| GICS Industry | Capital Markets | Capital Markets |
| GICS Sub-Industry | Asset Management & Custody Banks | Investment Banking & Brokerage |
| Market Capitalization | 14.04 billion USD | 31.28 billion USD |
| Currency | USD | USD |
| Exchange | Nasdaq | NYSE |
| Listing Date | May 3, 2012 | July 1, 1983 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | CG | RJF |
|---|---|---|
| Total Return (1Y) | -17.79% | 3.99% |
| Total Return (3Y, Annualized) | 15.29% | 20.73% |
| Total Return (5Y, Annualized) | -3.77% | 12.47% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | CG | RJF |
|---|---|---|
| Volatility (1Y, Annualized) | 37.89% | 25.94% |
| Beta (5Y) | 1.82 | 0.91 |
| Max Drawdown (5Y) | -56.75% | -32.11% |
| Avg. Volume (3M) | 3.48M | 1.20M |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | CG | RJF |
|---|---|---|
| Sharpe Ratio (1Y) | -0.58 | -0.01 |
| Sortino Ratio (1Y) | -0.81 | -0.02 |
Profitability
ROE (TTM)
Both Carlyle (CG) at 5.23% and Raymond James Financial (RJF) at 18.73% 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%
RJF
Financial Services industry group
18.73%
- Max
- 44.78%
- Q3
- 21.85%
- RJF
- 18.73%
- Median
- 12.91%
- Q1
- 4.48%
- Min
- -18.71%
Net Margin (TTM)
Both Carlyle (CG) at 12.81% and Raymond James Financial (RJF) at 14.97% 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%
RJF
Financial Services industry group
14.97%
- Max
- 62.84%
- Q3
- 28.05%
- Median
- 15.36%
- RJF
- 14.97%
- Q1
- 4.82%
- Min
- -28.52%
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 Raymond James Financial (RJF) reports 20.88%, 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%
RJF
Financial Services industry group
20.88%
- Max
- 107.33%
- Q3
- 55.90%
- Median
- 30.09%
- RJF
- 20.88%
- Q1
- 14.60%
- Min
- -44.34%
Profitability Metrics
| Metric | CG | RJF |
|---|---|---|
| ROE (TTM) | 5.23% | 18.73% |
| ROA (TTM) | 1.27% | -- |
| Net Margin (TTM) | 12.81% | 14.97% |
| Operating Margin (TTM) | -52.93% | 20.88% |
| Gross Margin (TTM) | -- | -- |
Growth
Revenue Growth
Only one side can be read here: Carlyle (CG) reports revenue growth of -5.56%, ranked against its industry; Raymond James Financial (RJF) has no revenue growth figure this period.
EPS Growth
Both Carlyle (CG) at -21.30% and Raymond James Financial (RJF) at 15.63% land near their industries' usual EPS growth ranges, so bottom-line momentum looks broadly in line with peers on both sides.
Growth Metrics
| Metric | CG | RJF |
|---|---|---|
| Revenue Growth (YoY) | -5.56% | -- |
| Revenue Growth (3Y CAGR) | -1.43% | -- |
| EPS Growth (YoY) | -21.30% | 15.63% |
| EPS Growth (3Y CAGR) | -13.34% | 14.33% |
Financial Strength
Current Ratio (MRQ)
current ratio doesn’t apply on either side: Carlyle (CG) in Financial Services and Raymond James Financial (RJF) 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 Raymond James Financial (RJF) 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
| Metric | CG | RJF |
|---|---|---|
| Current Ratio (MRQ) | -- | -- |
| Debt / Equity (MRQ) | -- | -- |
| Net Debt / EBITDA | -- | -- |
Dividends
Dividend Yield (TTM)
Raymond James Financial (RJF) pays no dividend (yield 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile Carlyle (CG) reports a yield of 3.50%, ranking against industry peers normally.
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%
RJF
Financial Services industry group
0.00%
- Max
- 9.77%
- Q3
- 3.92%
- Median
- 1.09%
- RJF
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
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 Raymond James Financial (RJF) reports 18.48%, 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%
RJF
Financial Services industry group
18.48%
- Max
- 241.07%
- Q3
- 97.36%
- Median
- 25.77%
- RJF
- 18.48%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | CG | RJF |
|---|---|---|
| Dividend Yield (TTM) | 3.50% | 0.00% |
| Dividend Payout Ratio (TTM) | 147.37% | 18.48% |
Valuation
P/E Ratio (TTM)
Raymond James Financial (RJF) at 13.67 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.
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
RJF
Financial Services industry group
13.67
- Max
- 45.85
- Q3
- 24.64
- Median
- 15.37
- RJF
- 13.67
- Q1
- 9.68
- Min
- 0.16
P/S Ratio (TTM)
Raymond James Financial (RJF) at 1.98 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
RJF
Financial Services industry group
1.98
- Max
- 9.23
- Q3
- 4.57
- Median
- 2.72
- RJF
- 1.98
- Q1
- 1.28
- Min
- -0.55
P/B Ratio (MRQ)
On P/B ratio, both Carlyle (CG) at 2.81 and Raymond James Financial (RJF) at 2.46 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
RJF
Financial Services industry group
2.46
- Max
- 7.79
- Q3
- 3.63
- RJF
- 2.46
- Median
- 1.57
- Q1
- 0.81
- Min
- -0.39
Valuation Metrics
| Metric | CG | RJF |
|---|---|---|
| P/E Ratio (TTM) | 40.93 | 13.67 |
| P/S Ratio (TTM) | 5.06 | 1.98 |
| P/B Ratio (MRQ) | 2.81 | 2.46 |
| Free Cash Flow Yield (TTM) | -- | -- |