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CG vs. UBS: Carlyle vs. UBS Stock Comparison

How do Carlyle (CG) and UBS (UBS) 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 UBS (UBS) both belong to the Capital Markets industry, though CG is classified under Asset Management & Custody Banks while UBS falls under Diversified Capital Markets.

Company profile comparison for Carlyle (CG) and UBS (UBS)
Profile ItemCGUBS
NameThe Carlyle Group Inc.UBS Group AG
Country/RegionUnited StatesSwitzerland
GICS SectorFinancialsFinancials
GICS Industry GroupFinancial ServicesFinancial Services
GICS IndustryCapital MarketsCapital Markets
GICS Sub-IndustryAsset Management & Custody BanksDiversified Capital Markets
Market Capitalization14.04 billion USD144.79 billion USD
CurrencyUSDUSD
ExchangeNasdaqNYSE
Listing DateMay 3, 2012May 16, 2000
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

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

Calendar-Year Returns

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

Performance Metrics

Price performance metrics for Carlyle (CG) and UBS (UBS)
MetricCGUBS
Total Return (1Y)-17.79%30.78%
Total Return (3Y, Annualized)15.29%29.39%
Total Return (5Y, Annualized)-3.77%25.00%

Risk Profile

Drawdown History

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

Risk Metrics

Risk profile metrics for Carlyle (CG) and UBS (UBS)
MetricCGUBS
Volatility (1Y, Annualized)37.89%27.78%
Beta (5Y)1.821.15
Max Drawdown (5Y)-56.75%-32.48%
Avg. Volume (3M)3.48M1.93M

Risk-Adjusted Performance

Risk-Return Positioning

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CG and UBS 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 UBS (UBS)
MetricCGUBS
Sharpe Ratio (1Y)-0.580.95
Sortino Ratio (1Y)-0.811.44

Profitability

ROE (TTM)

Capital efficiency shows on one side only: Carlyle (CG) earns 5.23% on shareholders’ equity, ranked against its industry; UBS (UBS) has no ROE this period.

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%

UBS

Financial Services industry group

--

Max
44.78%
Q3
21.85%
Median
12.91%
Q1
4.48%
Min
-18.71%
UBS
--
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Carlyle (CG) vs. UBS (UBS): UBS does not report ROE, so it has no value marker; CG is benchmarked against the Financial Services industry group.

Net Margin (TTM)

Both Carlyle (CG) at 12.81% and UBS (UBS) at 18.18% 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%

UBS

Financial Services industry group

18.18%

Max
62.84%
Q3
28.05%
UBS
18.18%
Median
15.36%
Q1
4.82%
Min
-28.52%
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Carlyle (CG) vs. UBS (UBS): 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 UBS (UBS) reports 27.10%, 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%

UBS

Financial Services industry group

27.10%

Max
107.33%
Q3
55.90%
Median
30.09%
UBS
27.10%
Q1
14.60%
Min
-44.34%
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Carlyle (CG) vs. UBS (UBS): A comparison of their operating margin against the Financial Services industry group benchmark.

Profitability Metrics

Profitability metrics for Carlyle (CG) and UBS (UBS)
MetricCGUBS
ROE (TTM)5.23%--
ROA (TTM)1.27%--
Net Margin (TTM)12.81%18.18%
Operating Margin (TTM)-52.93%27.10%
Gross Margin (TTM)----

Growth

Revenue Growth

UBS (UBS) at 4.30% 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. UBS (UBS): A comparison of their Revenue Growth across different time periods.

EPS Growth

UBS (UBS) at 55.26% 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 UBS.

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

Growth Metrics

Growth metrics for Carlyle (CG) and UBS (UBS)
MetricCGUBS
Revenue Growth (YoY)-5.56%4.30%
Revenue Growth (3Y CAGR)-1.43%12.44%
EPS Growth (YoY)-21.30%55.26%
EPS Growth (3Y CAGR)-13.34%1.60%

Financial Strength

Current Ratio (MRQ)

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

Dividends

Dividend Yield (TTM)

UBS (UBS) 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%

UBS

Financial Services industry group

0.00%

Max
9.77%
Q3
3.92%
Median
1.09%
UBS
0.00%
Q1
0.00%
Min
0.00%
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Carlyle (CG) vs. UBS (UBS): 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 UBS (UBS) reports 36.30%, 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%

UBS

Financial Services industry group

36.30%

Max
241.07%
Q3
97.36%
UBS
36.30%
Median
25.77%
Q1
0.00%
Min
0.00%
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Carlyle (CG) vs. UBS (UBS): A comparison of their payout ratio against the Financial Services industry group benchmark.

Dividend Metrics

Dividend metrics for Carlyle (CG) and UBS (UBS)
MetricCGUBS
Dividend Yield (TTM)3.50%0.00%
Dividend Payout Ratio (TTM)147.37%36.30%

Valuation

P/E Ratio (TTM)

UBS (UBS) at 15.77 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

UBS

Financial Services industry group

15.77

Max
45.85
Q3
24.64
UBS
15.77
Median
15.37
Q1
9.68
Min
0.16
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Carlyle (CG) vs. UBS (UBS): A comparison of their P/E ratio against the Financial Services industry group benchmark.

P/S Ratio (TTM)

UBS (UBS) at 2.71 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

UBS

Financial Services industry group

2.71

Max
9.23
Q3
4.57
Median
2.72
UBS
2.71
Q1
1.28
Min
-0.55
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Carlyle (CG) vs. UBS (UBS): 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 UBS (UBS) at 1.64 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

UBS

Financial Services industry group

1.64

Max
7.79
Q3
3.63
UBS
1.64
Median
1.57
Q1
0.81
Min
-0.39
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Carlyle (CG) vs. UBS (UBS): A comparison of their P/B ratio against the Financial Services industry group benchmark.

Valuation Metrics

Valuation metrics for Carlyle (CG) and UBS (UBS)
MetricCGUBS
P/E Ratio (TTM)40.9315.77
P/S Ratio (TTM)5.062.71
P/B Ratio (MRQ)2.811.64
Free Cash Flow Yield (TTM)----