Asset Management
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BBUC vs CG
Revenue, margins, valuation, and 5-year total return — side by side.
Asset Management
BBUC vs CG — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||
|---|---|---|
| Industry | Asset Management | Asset Management |
| Market Cap | $2.35B | $17.70B |
| Revenue (TTM) | $8.21B | $4.90B |
| Net Income (TTM) | $-1.04B | $809M |
| Gross Margin | 7.8% | 65.9% |
| Operating Margin | 0.8% | 26.2% |
| Forward P/E | 6.1x | 11.4x |
| Total Debt | $8.77B | $13.89B |
| Cash & Equiv. | $1.01B | $3.21B |
BBUC vs CG — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | Mar 22 | May 26 | Return |
|---|---|---|---|
| Brookfield Business… (BBUC) | 100 | 103.1 | +3.1% |
| The Carlyle Group I… (CG) | 100 | 100.2 | +0.2% |
Price return only. Dividends and distributions are not included.
Quick Verdict: BBUC vs CG
Each card shows where this stock fits in a portfolio — not just who wins on paper.
BBUC carries the broadest edge in this set and is the clearest fit for income & stability and sleep-well-at-night.
- Dividend streak 1 yrs, beta 1.42, yield 0.7%
- Lower volatility, beta 1.42, current ratio 0.61x
- Lower P/E (6.1x vs 11.4x)
CG is the clearest fit if your priority is growth exposure and long-term compounding.
- Rev growth 19.8%, EPS growth -21.3%
- 281.0% 10Y total return vs BBUC's 23.8%
- Beta 1.88, yield 2.8%, current ratio 15.72x
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 19.8% NII/revenue growth vs BBUC's 6.8% | |
| Value | Lower P/E (6.1x vs 11.4x) | |
| Quality / Margins | Efficiency ratio 0.1% vs CG's 0.4% (lower = leaner) | |
| Stability / Safety | Beta 1.42 vs CG's 1.88 | |
| Dividends | 2.8% yield, vs BBUC's 0.7% | |
| Momentum (1Y) | +26.2% vs BBUC's +26.0% | |
| Efficiency (ROA) | Efficiency ratio 0.1% vs CG's 0.4% |
BBUC vs CG — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
Segment breakdown not available.
BBUC vs CG — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
Income & Cash Flow (Last 12 Months)
CG leads this category, winning 5 of 5 comparable metrics.
Income & Cash Flow (Last 12 Months)
BBUC is the larger business by revenue, generating $8.2B annually — 1.7x CG's $4.9B. CG is the more profitable business, keeping 16.5% of every revenue dollar as net income compared to BBUC's -10.8%.
| Metric | ||
|---|---|---|
| RevenueTrailing 12 months | $8.2B | $4.9B |
| EBITDAEarnings before interest/tax | $1.1B | $1.4B |
| Net IncomeAfter-tax profit | -$1.0B | $809M |
| Free Cash FlowCash after capex | -$677M | -$1.7B |
| Gross MarginGross profit ÷ Revenue | +7.8% | +65.9% |
| Operating MarginEBIT ÷ Revenue | +0.8% | +26.2% |
| Net MarginNet income ÷ Revenue | -10.8% | +16.5% |
| FCF MarginFCF ÷ Revenue | -5.0% | +27.8% |
| Rev. Growth (YoY)Latest quarter vs prior year | — | — |
| EPS Growth (YoY)Latest quarter vs prior year | -198.2% | +68.4% |
Valuation Metrics
BBUC leads this category, winning 5 of 5 comparable metrics.
Valuation Metrics
On an enterprise value basis, BBUC's 12.0x EV/EBITDA is more attractive than CG's 21.2x.
| Metric | ||
|---|---|---|
| Market CapShares × price | $2.4B | $17.7B |
| Enterprise ValueMkt cap + debt − cash | $10.1B | $28.4B |
| Trailing P/EPrice ÷ TTM EPS | -2.76x | 22.48x |
| Forward P/EPrice ÷ next-FY EPS est. | 6.11x | 11.41x |
| PEG RatioP/E ÷ EPS growth rate | — | 1.28x |
| EV / EBITDAEnterprise value multiple | 12.00x | 21.23x |
| Price / SalesMarket cap ÷ Revenue | 0.29x | 3.61x |
| Price / BookPrice ÷ Book value/share | 0.93x | 2.58x |
| Price / FCFMarket cap ÷ FCF | — | 12.98x |
Profitability & Efficiency
CG leads this category, winning 6 of 8 comparable metrics.
Profitability & Efficiency
CG delivers a 12.0% return on equity — every $100 of shareholder capital generates $12 in annual profit, vs $-40 for BBUC. CG carries lower financial leverage with a 1.97x debt-to-equity ratio, signaling a more conservative balance sheet compared to BBUC's 3.33x.
| Metric | ||
|---|---|---|
| ROE (TTM)Return on equity | -40.3% | +12.0% |
| ROA (TTM)Return on assets | -6.4% | +3.1% |
| ROICReturn on invested capital | +0.4% | +5.2% |
| ROCEReturn on capital employed | +0.4% | +5.0% |
| Piotroski ScoreFundamental quality 0–9 | 4 | 4 |
| Debt / EquityFinancial leverage | 3.33x | 1.97x |
| Net DebtTotal debt minus cash | $7.8B | $10.7B |
| Cash & Equiv.Liquid assets | $1.0B | $3.2B |
| Total DebtShort + long-term debt | $8.8B | $13.9B |
| Interest CoverageEBIT ÷ Interest expense | 0.49x | 2.05x |
Total Returns (Dividends Reinvested)
CG leads this category, winning 4 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in BBUC five years ago would be worth $12,383 today (with dividends reinvested), compared to $12,341 for CG. Over the past 12 months, CG leads with a +26.2% total return vs BBUC's +26.0%. The 3-year compound annual growth rate (CAGR) favors CG at 26.8% vs BBUC's 22.7% — a key indicator of consistent wealth creation.
| Metric | ||
|---|---|---|
| YTD ReturnYear-to-date | -7.5% | -18.9% |
| 1-Year ReturnPast 12 months | +26.0% | +26.2% |
| 3-Year ReturnCumulative with dividends | +84.6% | +103.7% |
| 5-Year ReturnCumulative with dividends | +23.8% | +23.4% |
| 10-Year ReturnCumulative with dividends | +23.8% | +281.0% |
| CAGR (3Y)Annualised 3-year return | +22.7% | +26.8% |
Risk & Volatility
BBUC leads this category, winning 2 of 2 comparable metrics.
Risk & Volatility
BBUC is the less volatile stock with a 1.42 beta — it tends to amplify market swings less than CG's 1.88 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. BBUC currently trades 87.9% from its 52-week high vs CG's 70.2% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ||
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 1.42x | 1.88x |
| 52-Week HighHighest price in past year | $38.25 | $69.85 |
| 52-Week LowLowest price in past year | $26.36 | $39.60 |
| % of 52W HighCurrent price vs 52-week peak | +87.9% | +70.2% |
| RSI (14)Momentum oscillator 0–100 | 60.4 | 55.1 |
| Avg Volume (50D)Average daily shares traded | 207K | 3.2M |
Analyst Outlook
Evenly matched — BBUC and CG each lead in 1 of 2 comparable metrics.
Analyst Outlook
Wall Street rates BBUC as "Buy" and CG as "Buy". For income investors, CG offers the higher dividend yield at 2.78% vs BBUC's 0.73%.
| Metric | ||
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Buy |
| Price TargetConsensus 12-month target | — | $67.33 |
| # AnalystsCovering analysts | 1 | 25 |
| Dividend YieldAnnual dividend ÷ price | +0.7% | +2.8% |
| Dividend StreakConsecutive years of raises | 1 | 0 |
| Dividend / ShareAnnual DPS | $0.25 | $1.36 |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | +3.9% |
CG leads in 3 of 6 categories (Income & Cash Flow, Profitability & Efficiency). BBUC leads in 2 (Valuation Metrics, Risk & Volatility). 1 tied.
BBUC vs CG: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is BBUC or CG a better buy right now?
For growth investors, The Carlyle Group Inc.
(CG) is the stronger pick with 19. 8% revenue growth year-over-year, versus 6. 8% for Brookfield Business Corporation (BBUC). The Carlyle Group Inc. (CG) offers the better valuation at 22. 5x trailing P/E (11. 4x forward), making it the more compelling value choice. Analysts rate Brookfield Business Corporation (BBUC) a "Buy" — based on 1 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which has the better valuation — BBUC or CG?
On forward P/E, Brookfield Business Corporation is actually cheaper at 6.
1x — notably different from the trailing picture, reflecting expected earnings growth.
03Which is the better long-term investment — BBUC or CG?
Over the past 5 years, Brookfield Business Corporation (BBUC) delivered a total return of +23.
8%, compared to +23. 4% for The Carlyle Group Inc. (CG). Over 10 years, the gap is even starker: CG returned +281. 0% versus BBUC's +23. 8%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — BBUC or CG?
By beta (market sensitivity over 5 years), Brookfield Business Corporation (BBUC) is the lower-risk stock at 1.
42β versus The Carlyle Group Inc. 's 1. 88β — meaning CG is approximately 33% more volatile than BBUC relative to the S&P 500. On balance sheet safety, The Carlyle Group Inc. (CG) carries a lower debt/equity ratio of 197% versus 3% for Brookfield Business Corporation — giving it more financial flexibility in a downturn.
05Which is growing faster — BBUC or CG?
By revenue growth (latest reported year), The Carlyle Group Inc.
(CG) is pulling ahead at 19. 8% versus 6. 8% for Brookfield Business Corporation (BBUC). On earnings-per-share growth, the picture is similar: The Carlyle Group Inc. grew EPS -21. 3% year-over-year, compared to -331. 8% for Brookfield Business Corporation. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
06Which has better profit margins — BBUC or CG?
The Carlyle Group Inc.
(CG) is the more profitable company, earning 16. 5% net margin versus -10. 8% for Brookfield Business Corporation — meaning it keeps 16. 5% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: CG leads at 26. 2% versus 0. 8% for BBUC. At the gross margin level — before operating expenses — CG leads at 65. 9%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
07Is BBUC or CG more undervalued right now?
On forward earnings alone, Brookfield Business Corporation (BBUC) trades at 6.
1x forward P/E versus 11. 4x for The Carlyle Group Inc. — 5. 3x cheaper on a one-year earnings basis.
08Which pays a better dividend — BBUC or CG?
All stocks in this comparison pay dividends.
The Carlyle Group Inc. (CG) offers the highest yield at 2. 8%, versus 0. 7% for Brookfield Business Corporation (BBUC).
09Is BBUC or CG better for a retirement portfolio?
For long-horizon retirement investors, Brookfield Business Corporation (BBUC) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (0.
7% yield). The Carlyle Group Inc. (CG) carries a higher beta of 1. 88 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (BBUC: +23. 8%, CG: +281. 0%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
10What are the main differences between BBUC and CG?
Both stocks operate in the Financial Services sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.
In terms of investment character: BBUC is a small-cap quality compounder stock; CG is a mid-cap high-growth stock. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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