CG vs. VIRT: Carlyle vs. Virtu Financial Stock Comparison
How do Carlyle (CG) and Virtu Financial (VIRT) 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 Virtu Financial (VIRT) both belong to the Capital Markets industry, though CG is classified under Asset Management & Custody Banks while VIRT falls under Investment Banking & Brokerage.
| Profile Item | CG | VIRT |
|---|---|---|
| Name | The Carlyle Group Inc. | Virtu Financial Inc. Class A Common Stock |
| 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 | 11.67 billion USD |
| Currency | USD | USD |
| Exchange | Nasdaq | NYSE |
| Listing Date | May 3, 2012 | April 16, 2015 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | CG | VIRT |
|---|---|---|
| Total Return (1Y) | -17.79% | 57.98% |
| Total Return (3Y, Annualized) | 15.29% | 51.24% |
| Total Return (5Y, Annualized) | -3.77% | 19.25% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
Carlyle (CG) has an aggressive beta of 1.82, indicating higher sensitivity to broad-market moves, while Virtu Financial (VIRT) is defensive at 0.69 and tends to be less market-sensitive — they sit on opposite ends of the beta spectrum.
| Metric | CG | VIRT |
|---|---|---|
| Volatility (1Y, Annualized) | 37.89% | 37.43% |
| Beta (5Y) | 1.82 | 0.69 |
| Max Drawdown (5Y) | -56.75% | -54.52% |
| Avg. Volume (3M) | 3.48M | 1.26M |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | CG | VIRT |
|---|---|---|
| Sharpe Ratio (1Y) | -0.58 | 1.43 |
| Sortino Ratio (1Y) | -0.81 | 2.27 |
Profitability
ROE (TTM)
Virtu Financial (VIRT) at 57.03% clears its industry range for ROE, a sharper capital-efficiency signal than Carlyle (CG) at 5.23%, which is closer to a typical peer reading.
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%
VIRT
Financial Services industry group
57.03%
- VIRT
- 57.03%
- Max
- 44.78%
- Q3
- 21.85%
- Median
- 12.91%
- Q1
- 4.48%
- Min
- -18.71%
Net Margin (TTM)
Both Carlyle (CG) at 12.81% and Virtu Financial (VIRT) at 17.96% 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%
VIRT
Financial Services industry group
17.96%
- Max
- 62.84%
- Q3
- 28.05%
- VIRT
- 17.96%
- Median
- 15.36%
- 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 Virtu Financial (VIRT) reports 36.32%, 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%
VIRT
Financial Services industry group
36.32%
- Max
- 107.33%
- Q3
- 55.90%
- VIRT
- 36.32%
- Median
- 30.09%
- Q1
- 14.60%
- Min
- -44.34%
Profitability Metrics
| Metric | CG | VIRT |
|---|---|---|
| ROE (TTM) | 5.23% | 57.03% |
| ROA (TTM) | 1.27% | 5.01% |
| Net Margin (TTM) | 12.81% | 17.96% |
| Operating Margin (TTM) | -52.93% | 36.32% |
| Gross Margin (TTM) | -- | -- |
Growth
Revenue Growth
Virtu Financial (VIRT) at 26.25% 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.
EPS Growth
Virtu Financial (VIRT) at 72.73% 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 VIRT.
Growth Metrics
| Metric | CG | VIRT |
|---|---|---|
| Revenue Growth (YoY) | -5.56% | 26.25% |
| Revenue Growth (3Y CAGR) | -1.43% | 15.38% |
| EPS Growth (YoY) | -21.30% | 72.73% |
| EPS Growth (3Y CAGR) | -13.34% | 28.11% |
Financial Strength
Current Ratio (MRQ)
current ratio doesn’t apply on either side: Carlyle (CG) in Financial Services and Virtu Financial (VIRT) 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 Virtu Financial (VIRT) 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 | VIRT |
|---|---|---|
| Current Ratio (MRQ) | -- | -- |
| Debt / Equity (MRQ) | -- | -- |
| Net Debt / EBITDA | -- | -- |
Dividends
Dividend Yield (TTM)
Both Carlyle (CG) at 3.50% and Virtu Financial (VIRT) at 1.78% 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%
VIRT
Financial Services industry group
1.78%
- Max
- 9.77%
- Q3
- 3.92%
- VIRT
- 1.78%
- Median
- 1.09%
- 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 Virtu Financial (VIRT) reports 15.95%, 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%
VIRT
Financial Services industry group
15.95%
- Max
- 241.07%
- Q3
- 97.36%
- Median
- 25.77%
- VIRT
- 15.95%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | CG | VIRT |
|---|---|---|
| Dividend Yield (TTM) | 3.50% | 1.78% |
| Dividend Payout Ratio (TTM) | 147.37% | 15.95% |
Valuation
P/E Ratio (TTM)
Virtu Financial (VIRT) at 7.92 sits in the cheaper P/E ratio quartile, while Carlyle (CG) at 40.93 sits in the richer quartile — a clear split in what investors pay for each dollar of trailing earnings.
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
VIRT
Financial Services industry group
7.92
- Max
- 45.85
- Q3
- 24.64
- Median
- 15.37
- Q1
- 9.68
- VIRT
- 7.92
- Min
- 0.16
P/S Ratio (TTM)
Virtu Financial (VIRT) at 3.35 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
VIRT
Financial Services industry group
3.35
- Max
- 9.23
- Q3
- 4.57
- VIRT
- 3.35
- Median
- 2.72
- Q1
- 1.28
- Min
- -0.55
P/B Ratio (MRQ)
On P/B ratio, both Carlyle (CG) at 2.81 and Virtu Financial (VIRT) at 1.92 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
VIRT
Financial Services industry group
1.92
- Max
- 7.79
- Q3
- 3.63
- VIRT
- 1.92
- Median
- 1.57
- Q1
- 0.81
- Min
- -0.39
Valuation Metrics
| Metric | CG | VIRT |
|---|---|---|
| P/E Ratio (TTM) | 40.93 | 7.92 |
| P/S Ratio (TTM) | 5.06 | 3.35 |
| P/B Ratio (MRQ) | 2.81 | 1.92 |
| Free Cash Flow Yield (TTM) | -- | -- |