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CG vs. TROW: Carlyle vs. T. Rowe Price Stock Comparison

How do Carlyle (CG) and T. Rowe Price (TROW) 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 T. Rowe Price (TROW) 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 T. Rowe Price (TROW)
Profile ItemCGTROW
NameThe Carlyle Group Inc.T. Rowe Price Group 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 USD23.13 billion USD
CurrencyUSDUSD
ExchangeNasdaqNasdaq
Listing DateMay 3, 2012April 2, 1986
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

CG
TROW
GSPC
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Carlyle (CG) vs. T. Rowe Price (TROW), 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 T. Rowe Price (TROW). Returns over one year are annualized.

Calendar-Year Returns

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Calendar-year total returns for Carlyle (CG) and T. Rowe Price (TROW). Each bar is that year's total return, measured year-end to year-end.

Performance Metrics

Price performance metrics for Carlyle (CG) and T. Rowe Price (TROW)
MetricCGTROW
Total Return (1Y)-17.79%14.59%
Total Return (3Y, Annualized)15.29%11.26%
Total Return (5Y, Annualized)-3.77%-8.60%

Risk Profile

Drawdown History

CG
TROW
GSPC
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Carlyle (CG) vs. T. Rowe Price (TROW), 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 T. Rowe Price (TROW). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Risk profile metrics for Carlyle (CG) and T. Rowe Price (TROW)
MetricCGTROW
Volatility (1Y, Annualized)37.89%24.99%
Beta (5Y)1.821.39
Max Drawdown (5Y)-56.75%-57.57%
Avg. Volume (3M)3.48M1.72M

Risk-Adjusted Performance

Risk-Return Positioning

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CG and TROW 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 T. Rowe Price (TROW)
MetricCGTROW
Sharpe Ratio (1Y)-0.580.41
Sortino Ratio (1Y)-0.810.58

Profitability

ROE (TTM)

Both Carlyle (CG) at 5.23% and T. Rowe Price (TROW) at 18.20% 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%

TROW

Financial Services industry group

18.20%

Max
44.78%
Q3
21.85%
TROW
18.20%
Median
12.91%
Q1
4.48%
Min
-18.71%
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Carlyle (CG) vs. T. Rowe Price (TROW): A comparison of their ROE against the Financial Services industry group benchmark.

Net Margin (TTM)

T. Rowe Price (TROW) at 28.40% 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%

TROW

Financial Services industry group

28.40%

Max
62.84%
TROW
28.40%
Q3
28.05%
Median
15.36%
Q1
4.82%
Min
-28.52%
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Carlyle (CG) vs. T. Rowe Price (TROW): 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 T. Rowe Price (TROW) reports 38.60%, 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%

TROW

Financial Services industry group

38.60%

Max
107.33%
Q3
55.90%
TROW
38.60%
Median
30.09%
Q1
14.60%
Min
-44.34%
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Carlyle (CG) vs. T. Rowe Price (TROW): A comparison of their operating margin against the Financial Services industry group benchmark.

Profitability Metrics

Profitability metrics for Carlyle (CG) and T. Rowe Price (TROW)
MetricCGTROW
ROE (TTM)5.23%18.20%
ROA (TTM)1.27%10.67%
Net Margin (TTM)12.81%28.40%
Operating Margin (TTM)-52.93%38.60%
Gross Margin (TTM)----

Growth

Revenue Growth

T. Rowe Price (TROW) at 3.12% 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. T. Rowe Price (TROW): A comparison of their Revenue Growth across different time periods.

EPS Growth

Both Carlyle (CG) at -21.30% and T. Rowe Price (TROW) at 0.98% 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. T. Rowe Price (TROW): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for Carlyle (CG) and T. Rowe Price (TROW)
MetricCGTROW
Revenue Growth (YoY)-5.56%3.12%
Revenue Growth (3Y CAGR)-1.43%4.08%
EPS Growth (YoY)-21.30%0.98%
EPS Growth (3Y CAGR)-13.34%11.31%

Financial Strength

Current Ratio (MRQ)

current ratio doesn’t apply on either side: Carlyle (CG) in Financial Services and T. Rowe Price (TROW) 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 T. Rowe Price (TROW) 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 T. Rowe Price (TROW)
MetricCGTROW
Current Ratio (MRQ)----
Debt / Equity (MRQ)----
Net Debt / EBITDA----

Dividends

Dividend Yield (TTM)

T. Rowe Price (TROW) at 4.76% delivers top-quartile income for its industry, while Carlyle (CG) at 3.50% pays a more typical yield — both are credible income propositions, TROW the richer one.

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%

TROW

Financial Services industry group

4.76%

Max
9.77%
TROW
4.76%
Q3
3.92%
Median
1.09%
Q1
0.00%
Min
0.00%
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Carlyle (CG) vs. T. Rowe Price (TROW): 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 T. Rowe Price (TROW) reports 52.33%, 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%

TROW

Financial Services industry group

52.33%

Max
241.07%
Q3
97.36%
TROW
52.33%
Median
25.77%
Q1
0.00%
Min
0.00%
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Carlyle (CG) vs. T. Rowe Price (TROW): A comparison of their payout ratio against the Financial Services industry group benchmark.

Dividend Metrics

Dividend metrics for Carlyle (CG) and T. Rowe Price (TROW)
MetricCGTROW
Dividend Yield (TTM)3.50%4.76%
Dividend Payout Ratio (TTM)147.37%52.33%

Valuation

P/E Ratio (TTM)

T. Rowe Price (TROW) at 10.97 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

TROW

Financial Services industry group

10.97

Max
45.85
Q3
24.64
Median
15.37
TROW
10.97
Q1
9.68
Min
0.16
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Carlyle (CG) vs. T. Rowe Price (TROW): A comparison of their P/E ratio against the Financial Services industry group benchmark.

P/S Ratio (TTM)

T. Rowe Price (TROW) at 3.00 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

TROW

Financial Services industry group

3.00

Max
9.23
Q3
4.57
TROW
3.00
Median
2.72
Q1
1.28
Min
-0.55
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Carlyle (CG) vs. T. Rowe Price (TROW): 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 T. Rowe Price (TROW) at 2.03 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

TROW

Financial Services industry group

2.03

Max
7.79
Q3
3.63
TROW
2.03
Median
1.57
Q1
0.81
Min
-0.39
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Carlyle (CG) vs. T. Rowe Price (TROW): A comparison of their P/B ratio against the Financial Services industry group benchmark.

Valuation Metrics

Valuation metrics for Carlyle (CG) and T. Rowe Price (TROW)
MetricCGTROW
P/E Ratio (TTM)40.9310.97
P/S Ratio (TTM)5.063.00
P/B Ratio (MRQ)2.812.03
Free Cash Flow Yield (TTM)----