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Stock Comparison

BBUC vs CG

Revenue, margins, valuation, and 5-year total return — side by side.

Live fundamentals10-year financials5-year price chart
BBUC
Brookfield Business Corporation

Asset Management

Financial ServicesNYSE • US
Market Cap$2.35B
5Y Perf.+3.1%
CG
The Carlyle Group Inc.

Asset Management

Financial ServicesNASDAQ • US
Market Cap$17.70B
5Y Perf.+0.2%

BBUC vs CG — Key Financials

Market cap, revenue, margins, and valuation side-by-side.

Company Snapshot
BBUC logoBBUC
CG logoCG
IndustryAsset ManagementAsset Management
Market Cap$2.35B$17.70B
Revenue (TTM)$8.21B$4.90B
Net Income (TTM)$-1.04B$809M
Gross Margin7.8%65.9%
Operating Margin0.8%26.2%
Forward P/E6.1x11.4x
Total Debt$8.77B$13.89B
Cash & Equiv.$1.01B$3.21B

BBUC vs CGLong-Term Stock Performance

Price return indexed to 100 at period start. Dividends excluded.

BBUC
CG
StockMar 22May 26Return
Brookfield Business… (BBUC)100103.1+3.1%
The Carlyle Group I… (CG)100100.2+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.

Bottom line: BBUC leads in 4 of 7 categories, making it the strongest pick for valuation and capital efficiency and profitability and margin quality. The Carlyle Group Inc. is the stronger pick specifically for growth and revenue expansion and dividend income and shareholder returns. As sector peers, any of these can serve as alternatives in the same allocation.
BBUC
Brookfield Business Corporation
The Banking Pick

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)
Best for: income & stability and sleep-well-at-night
CG
The Carlyle Group Inc.
The Banking Pick

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
Best for: growth exposure and long-term compounding
See the full category breakdown
CategoryWinnerWhy
GrowthCG logoCG19.8% NII/revenue growth vs BBUC's 6.8%
ValueBBUC logoBBUCLower P/E (6.1x vs 11.4x)
Quality / MarginsBBUC logoBBUCEfficiency ratio 0.1% vs CG's 0.4% (lower = leaner)
Stability / SafetyBBUC logoBBUCBeta 1.42 vs CG's 1.88
DividendsCG logoCG2.8% yield, vs BBUC's 0.7%
Momentum (1Y)CG logoCG+26.2% vs BBUC's +26.0%
Efficiency (ROA)BBUC logoBBUCEfficiency 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

BBUCBrookfield Business Corporation

Segment breakdown not available.

CGThe Carlyle Group Inc.
FY 2025
Fund Management Fee
57.0%$2.4B
Performance Allocations
28.8%$1.2B
Segment Reporting, Reconciling Item, Excluding Corporate Nonsegment
6.8%$290M
Incentive Fee
4.6%$197M
Principal Investment Income (Loss)
2.8%$119M

BBUC vs CG — Financial Metrics

Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.

BEST OVERALLCGLAGGINGBBUC

Income & Cash Flow (Last 12 Months)

CG leads this category, winning 5 of 5 comparable metrics.

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%.

MetricBBUC logoBBUCBrookfield Busine…CG logoCGThe Carlyle Group…
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%
CG leads this category, winning 5 of 5 comparable metrics.

Valuation Metrics

BBUC leads this category, winning 5 of 5 comparable metrics.

On an enterprise value basis, BBUC's 12.0x EV/EBITDA is more attractive than CG's 21.2x.

MetricBBUC logoBBUCBrookfield Busine…CG logoCGThe Carlyle Group…
Market CapShares × price$2.4B$17.7B
Enterprise ValueMkt cap + debt − cash$10.1B$28.4B
Trailing P/EPrice ÷ TTM EPS-2.76x22.48x
Forward P/EPrice ÷ next-FY EPS est.6.11x11.41x
PEG RatioP/E ÷ EPS growth rate1.28x
EV / EBITDAEnterprise value multiple12.00x21.23x
Price / SalesMarket cap ÷ Revenue0.29x3.61x
Price / BookPrice ÷ Book value/share0.93x2.58x
Price / FCFMarket cap ÷ FCF12.98x
BBUC leads this category, winning 5 of 5 comparable metrics.

Profitability & Efficiency

CG leads this category, winning 6 of 8 comparable metrics.

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.

MetricBBUC logoBBUCBrookfield Busine…CG logoCGThe Carlyle Group…
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 0–944
Debt / EquityFinancial leverage3.33x1.97x
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 expense0.49x2.05x
CG leads this category, winning 6 of 8 comparable metrics.

Total Returns (Dividends Reinvested)

CG leads this category, winning 4 of 6 comparable metrics.

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.

MetricBBUC logoBBUCBrookfield Busine…CG logoCGThe Carlyle Group…
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%
CG leads this category, winning 4 of 6 comparable metrics.

Risk & Volatility

BBUC leads this category, winning 2 of 2 comparable metrics.

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.

MetricBBUC logoBBUCBrookfield Busine…CG logoCGThe Carlyle Group…
Beta (5Y)Sensitivity to S&P 5001.42x1.88x
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 0–10060.455.1
Avg Volume (50D)Average daily shares traded207K3.2M
BBUC leads this category, winning 2 of 2 comparable metrics.

Analyst Outlook

Evenly matched — BBUC and CG each lead in 1 of 2 comparable metrics.

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%.

MetricBBUC logoBBUCBrookfield Busine…CG logoCGThe Carlyle Group…
Analyst RatingConsensus buy/hold/sellBuyBuy
Price TargetConsensus 12-month target$67.33
# AnalystsCovering analysts125
Dividend YieldAnnual dividend ÷ price+0.7%+2.8%
Dividend StreakConsecutive years of raises10
Dividend / ShareAnnual DPS$0.25$1.36
Buyback YieldShare repurchases ÷ mkt cap0.0%+3.9%
Evenly matched — BBUC and CG each lead in 1 of 2 comparable metrics.
Key Takeaway

CG leads in 3 of 6 categories (Income & Cash Flow, Profitability & Efficiency). BBUC leads in 2 (Valuation Metrics, Risk & Volatility). 1 tied.

Best OverallThe Carlyle Group Inc. (CG)Leads 3 of 6 categories
Loading custom metrics...

BBUC vs CG: Frequently Asked Questions

10 questions · data-driven answers · updated daily

01

Is 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.

02

Which 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.

03

Which 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.

04

Which 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.

05

Which 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.

06

Which 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.

07

Is 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.

08

Which 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).

09

Is 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.

10

What 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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  • Sector: Financial Services
  • Market Cap > $100B
  • Revenue Growth > 9%
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