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CG vs. XYZ: Carlyle vs. Block Stock Comparison

How do Carlyle (CG) and Block (XYZ) 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 Block (XYZ) both fall under the Financial Services industry group, but CG is classified in Capital Markets while XYZ is classified in Financial Services.

Company profile comparison for Carlyle (CG) and Block (XYZ)
Profile ItemCGXYZ
NameThe Carlyle Group Inc.Block Inc. Class A Common Stock
Country/RegionUnited StatesUnited States
GICS SectorFinancialsFinancials
GICS Industry GroupFinancial ServicesFinancial Services
GICS IndustryCapital MarketsFinancial Services
GICS Sub-IndustryAsset Management & Custody BanksTransaction & Payment Processing Services
Market Capitalization14.04 billion USD51.67 billion USD
CurrencyUSDUSD
ExchangeNasdaqNYSE
Listing DateMay 3, 2012November 19, 2015
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

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

Calendar-Year Returns

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

Performance Metrics

Price performance metrics for Carlyle (CG) and Block (XYZ)
MetricCGXYZ
Total Return (1Y)-17.79%35.34%
Total Return (3Y, Annualized)15.29%20.17%
Total Return (5Y, Annualized)-3.77%-17.43%

Risk Profile

Drawdown History

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

Risk Metrics

Risk profile metrics for Carlyle (CG) and Block (XYZ)
MetricCGXYZ
Volatility (1Y, Annualized)37.89%48.01%
Beta (5Y)1.822.48
Max Drawdown (5Y)-56.75%-83.55%
Avg. Volume (3M)3.48M4.73M

Risk-Adjusted Performance

Risk-Return Positioning

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CG and XYZ 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 Block (XYZ)
MetricCGXYZ
Sharpe Ratio (1Y)-0.580.65
Sortino Ratio (1Y)-0.811.03

Profitability

ROE (TTM)

Carlyle (CG) at 5.23% is around its peer norm for ROE, while Block (XYZ) at 2.02% drops into the bottom quartile, signaling weaker returns on shareholders’ equity.

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%

XYZ

Financial Services industry group

2.02%

Max
44.78%
Q3
21.85%
Median
12.91%
Q1
4.48%
XYZ
2.02%
Min
-18.71%
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Carlyle (CG) vs. Block (XYZ): A comparison of their ROE against the Financial Services industry group benchmark.

Net Margin (TTM)

Carlyle (CG) at 12.81% keeps about the industry-typical share of revenue as profit, while Block (XYZ) at 1.80% retains only a bottom-quartile 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%

XYZ

Financial Services industry group

1.80%

Max
62.84%
Q3
28.05%
Median
15.36%
Q1
4.82%
XYZ
1.80%
Min
-28.52%
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Carlyle (CG) vs. Block (XYZ): 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 Block (XYZ) reports 6.65%, 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%

XYZ

Financial Services industry group

6.65%

Max
107.33%
Q3
55.90%
Median
30.09%
Q1
14.60%
XYZ
6.65%
Min
-44.34%
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Carlyle (CG) vs. Block (XYZ): A comparison of their operating margin against the Financial Services industry group benchmark.

Profitability Metrics

Profitability metrics for Carlyle (CG) and Block (XYZ)
MetricCGXYZ
ROE (TTM)5.23%2.02%
ROA (TTM)1.27%1.94%
Net Margin (TTM)12.81%1.80%
Operating Margin (TTM)-52.93%6.65%
Gross Margin (TTM)----

Growth

Revenue Growth

Both Carlyle (CG) at -5.56% and Block (XYZ) at 0.30% post bottom-quartile revenue growth versus peers, pointing to weaker demand or pricing momentum than typical rivals.

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Carlyle (CG) vs. Block (XYZ): A comparison of their Revenue Growth across different time periods.

EPS Growth

Carlyle (CG) at -21.30% is around its peer norm for EPS growth, while Block (XYZ) at -53.95% drops into the bottom quartile, signaling weaker earnings momentum.

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

Growth Metrics

Growth metrics for Carlyle (CG) and Block (XYZ)
MetricCGXYZ
Revenue Growth (YoY)-5.56%0.30%
Revenue Growth (3Y CAGR)-1.43%11.33%
EPS Growth (YoY)-21.30%-53.95%
EPS Growth (3Y CAGR)-13.34%--

Financial Strength

Current Ratio (MRQ)

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

Dividends

Dividend Yield (TTM)

Block (XYZ) 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%

XYZ

Financial Services industry group

0.00%

Max
9.77%
Q3
3.92%
Median
1.09%
XYZ
0.00%
Q1
0.00%
Min
0.00%
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Carlyle (CG) vs. Block (XYZ): 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; Block (XYZ) 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%

XYZ

Financial Services industry group

0.00%

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

Dividend Metrics

Dividend metrics for Carlyle (CG) and Block (XYZ)
MetricCGXYZ
Dividend Yield (TTM)3.50%0.00%
Dividend Payout Ratio (TTM)147.37%0.00%

Valuation

P/E Ratio (TTM)

Both look expensive on trailing earnings: Carlyle (CG) at 40.93 sits in the richer P/E ratio quartile, and Block (XYZ) at 112.47 is richer still, above its industry range.

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

XYZ

Financial Services industry group

112.47

XYZ
112.47
Max
45.85
Q3
24.64
Median
15.37
Q1
9.68
Min
0.16
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Carlyle (CG) vs. Block (XYZ): A comparison of their P/E ratio against the Financial Services industry group benchmark.

P/S Ratio (TTM)

Block (XYZ) at 2.01 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

XYZ

Financial Services industry group

2.01

Max
9.23
Q3
4.57
Median
2.72
XYZ
2.01
Q1
1.28
Min
-0.55
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Carlyle (CG) vs. Block (XYZ): 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 Block (XYZ) at 2.26 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

XYZ

Financial Services industry group

2.26

Max
7.79
Q3
3.63
XYZ
2.26
Median
1.57
Q1
0.81
Min
-0.39
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Carlyle (CG) vs. Block (XYZ): A comparison of their P/B ratio against the Financial Services industry group benchmark.

Valuation Metrics

Valuation metrics for Carlyle (CG) and Block (XYZ)
MetricCGXYZ
P/E Ratio (TTM)40.93112.47
P/S Ratio (TTM)5.062.01
P/B Ratio (MRQ)2.812.26
Free Cash Flow Yield (TTM)----