CG vs IVZ: stock comparison and AI forecast
Carlyle Group Inc. (CG) and Invesco Ltd. (IVZ) compared on price performance, valuation, profitability and the daily AI forecast. · Alpha · vs market
Share
CG Carlyle Group Inc.
- Price
- $39.96 -18.5% · 6M
- Market Cap
- $14.24B
- P/E Ratio
- 23.8x
- Size
- large-cap
- AI Forecast
IVZ Invesco Ltd.
- Price
- $29.44 +7.6% · 6M
- Market Cap
- $11.96B
- P/E Ratio
- –
- Size
- large-cap
- AI Forecast
Which one does the AI model favor?
Intratio's model scores both stocks every trading day. Sign in to see their current direction; the exact ratings and forecasts come with a plan or a free follow slot.
Six-month price performance
Closing prices rebased to 100 at the start of the window.
Key facts
- CG is 1.2 times larger than IVZ by market capitalization ($14.24B against $11.96B).
- Over the last six months IVZ returned +7.6% and CG -18.5%.
- CG carries 4.00 times debt per unit of equity, against 1.11 times for IVZ.
- CG yields 3.54% in dividends and IVZ 3.22%.
- Both companies share the SEC industry classification Investment Advice.
Fundamentals side by side
Trailing twelve months.
Valuation & Market
| Metric | CG | IVZ |
|---|---|---|
| Market Cap | $14.24B | $11.96B |
| P/E Ratio | 23.79x | – |
| P/B Ratio | 2.72x | 0.95x |
| Dividend Yield | 3.54% | 3.22% |
| EPS | $1.68 | $-0.85 |
| Book Value/Share | $14.71 | $28.61 |
| Revenue/Share | $10.13 | $16.16 |
| FCF/Share | $-11.57 | $4.03 |
Profitability & Margins
| Metric | CG | IVZ |
|---|---|---|
| ROE | 6.9% | – |
| ROA | 1.3% | – |
| Operating Margin | – | -4.5% |
| Net Margin | 10.1% | – |
| EBT Margin | 17.8% | -1.8% |
| Tax Rate | 15.8% | 34.6% |
Financial Health
| Metric | CG | IVZ |
|---|---|---|
| D/E Ratio | 4.00x | 1.11x |
| Financial Leverage | 5.38x | 2.19x |
| Interest Coverage | – | -18.9x |
Cash Flow
| Metric | CG | IVZ |
|---|---|---|
| Operating Cash Flow | -$4.00B | $1.88B |
| Free Cash Flow | -$4.12B | $1.78B |
| Capital Spending | -$125M | -$100M |
| OCF Growth YoY | – | 35.4% |
| FCF Growth YoY | – | 33.4% |
| FCF/Sales | -114.2% | 24.9% |
| CapEx/Sales | 3.5% | 1.4% |
Operational Efficiency
| Metric | CG | IVZ |
|---|---|---|
| Asset Turnover | 0.13x | 0.26x |
| Receivables Turnover | – | 9.1x |
| Fixed Assets Turnover | 14.5x | 18.9x |
| Days Sales Outstanding | – | 40 days |
Income Statement
| Metric | CG | IVZ |
|---|---|---|
| Total Revenue | $3.61B | $7.14B |
| Operating Income | – | -$324M |
| Net Income | $364M | – |
Dividend & Shareholder Information
| Metric | CG | IVZ |
|---|---|---|
| Dividends Per Share | $1.42 | $0.87 |
| Payout Ratio | 84.5% | – |
| Shares Outstanding | 356M | 442M |
| Net Income Growth | -71.0% | – |
| EPS Growth | -48.1% | -149.4% |
CG vs IVZ: stock comparison and AI forecast
Which is bigger, CG or IVZ?
CG is 1.2 times larger than IVZ by market capitalization ($14.24B against $11.96B).
Which stock performed better over the last six months, CG or IVZ?
Over the last six months IVZ returned +7.6% and CG -18.5%.
Which one does Intratio's AI model rank higher, CG or IVZ?
Intratio's model scores both stocks every trading day. Sign in to see their current direction; the exact ratings and forecasts come with a plan or a free follow slot.
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This analysis is generated automatically using our proprietary AI systems and should not be considered personalized investment advice. Past performance does not guarantee future results. Always conduct your own research and consider consulting a financial advisor before making investment decisions.