CG vs. WSE: Carlyle vs. Wise Stock Comparison
How do Carlyle (CG) and Wise (WSE) 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 Wise (WSE) both fall under the Financial Services industry group, but CG is classified in Capital Markets while WSE is classified in Financial Services.
Carlyle (CG) has been public since May 3, 2012 with a meaningfully longer listed history, while Wise (WSE) only listed on May 11, 2026 — long-window metrics on the WSE side should be interpreted with caution.
| Profile Item | CG | WSE |
|---|---|---|
| Name | The Carlyle Group Inc. | Wise Group plc |
| Country/Region | United States | United Kingdom |
| GICS Sector | Financials | Financials |
| GICS Industry Group | Financial Services | Financial Services |
| GICS Industry | Capital Markets | Financial Services |
| GICS Sub-Industry | Asset Management & Custody Banks | Transaction & Payment Processing Services |
| Market Capitalization | 14.04 billion USD | 10.76 billion USD |
| Currency | USD | USD |
| Exchange | Nasdaq | Nasdaq |
| Listing Date | May 3, 2012 | May 11, 2026 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | CG | WSE |
|---|---|---|
| Total Return (1Y) | -17.79% | -- |
| Total Return (3Y, Annualized) | 15.29% | -- |
| Total Return (5Y, Annualized) | -3.77% | -- |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | CG | WSE |
|---|---|---|
| Volatility (1Y, Annualized) | 37.89% | 44.06% |
| Beta (5Y) | 1.82 | 1.56 |
| Max Drawdown (5Y) | -56.75% | -32.47% |
| Avg. Volume (3M) | 3.48M | 1.74M |
Risk-Adjusted Performance
Risk-Return Positioning
Both CG and WSE need 1-year volatility and 1-year return to plot risk-return positioning.
Risk-Adjusted Metrics
| Metric | CG | WSE |
|---|---|---|
| Sharpe Ratio (1Y) | -0.58 | -- |
| Sortino Ratio (1Y) | -0.81 | -- |
Profitability
ROE (TTM)
Wise (WSE) at 27.23% sits in the top ROE quartile, while Carlyle (CG) at 5.23% is closer to the peer norm — stronger capital efficiency for WSE.
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%
WSE
Financial Services industry group
27.23%
- Max
- 44.78%
- WSE
- 27.23%
- Q3
- 21.85%
- Median
- 12.91%
- Q1
- 4.48%
- Min
- -18.71%
Net Margin (TTM)
Both Carlyle (CG) at 12.81% and Wise (WSE) at 19.93% 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%
WSE
Financial Services industry group
19.93%
- Max
- 62.84%
- Q3
- 28.05%
- WSE
- 19.93%
- 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 Wise (WSE) reports 59.77%, 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%
WSE
Financial Services industry group
59.77%
- Max
- 107.33%
- WSE
- 59.77%
- Q3
- 55.90%
- Median
- 30.09%
- Q1
- 14.60%
- Min
- -44.34%
Profitability Metrics
| Metric | CG | WSE |
|---|---|---|
| ROE (TTM) | 5.23% | 27.23% |
| ROA (TTM) | 1.27% | 2.41% |
| Net Margin (TTM) | 12.81% | 19.93% |
| Operating Margin (TTM) | -52.93% | 59.77% |
| Gross Margin (TTM) | -- | -- |
Growth
Revenue Growth
Wise (WSE) at 17.14% 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
Both Carlyle (CG) at -21.30% and Wise (WSE) at -5.78% 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 | WSE |
|---|---|---|
| Revenue Growth (YoY) | -5.56% | 17.14% |
| Revenue Growth (3Y CAGR) | -1.43% | 30.26% |
| EPS Growth (YoY) | -21.30% | -5.78% |
| EPS Growth (3Y CAGR) | -13.34% | 52.89% |
Financial Strength
Current Ratio (MRQ)
current ratio doesn’t apply on either side: Carlyle (CG) in Financial Services and Wise (WSE) 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 Wise (WSE) 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 | WSE |
|---|---|---|
| Current Ratio (MRQ) | -- | -- |
| Debt / Equity (MRQ) | -- | -- |
| Net Debt / EBITDA | -- | -- |
Dividends
Dividend Yield (TTM)
Wise (WSE) 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%
WSE
Financial Services industry group
0.00%
- Max
- 9.77%
- Q3
- 3.92%
- Median
- 1.09%
- WSE
- 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; Wise (WSE) pays no dividend (payout 0.00%).
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%
WSE
Financial Services industry group
0.00%
- Max
- 241.07%
- Q3
- 97.36%
- Median
- 25.77%
- WSE
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | CG | WSE |
|---|---|---|
| Dividend Yield (TTM) | 3.50% | 0.00% |
| Dividend Payout Ratio (TTM) | 147.37% | 0.00% |
Valuation
P/E Ratio (TTM)
Wise (WSE) at 23.23 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
WSE
Financial Services industry group
23.23
- Max
- 45.85
- Q3
- 24.64
- WSE
- 23.23
- Median
- 15.37
- Q1
- 9.68
- Min
- 0.16
P/S Ratio (TTM)
Wise (WSE) at 4.30 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
WSE
Financial Services industry group
4.30
- Max
- 9.23
- Q3
- 4.57
- WSE
- 4.30
- Median
- 2.72
- Q1
- 1.28
- Min
- -0.55
P/B Ratio (MRQ)
Carlyle (CG) at 2.81 is valued about in line with its industry on P/B ratio, while Wise (WSE) at 5.94 carries an above-peer premium to book — WSE 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
WSE
Financial Services industry group
5.94
- Max
- 7.79
- WSE
- 5.94
- Q3
- 3.63
- Median
- 1.57
- Q1
- 0.81
- Min
- -0.39
Valuation Metrics
| Metric | CG | WSE |
|---|---|---|
| P/E Ratio (TTM) | 40.93 | 23.23 |
| P/S Ratio (TTM) | 5.06 | 4.30 |
| P/B Ratio (MRQ) | 2.81 | 5.94 |
| Free Cash Flow Yield (TTM) | -- | -- |