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Stock Comparison

BN vs CG

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

Live fundamentals10-year financials5-year price chart
BN
Brookfield Corporation

Asset Management

Financial ServicesNYSE • CA
Market Cap$104.40B
5Y Perf.+173.1%
CG
The Carlyle Group Inc.

Asset Management

Financial ServicesNASDAQ • US
Market Cap$17.70B
5Y Perf.+77.2%

BN vs CG — Key Financials

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

Company Snapshot
BN logoBN
CG logoCG
IndustryAsset ManagementAsset Management
Market Cap$104.40B$17.70B
Revenue (TTM)$77.66B$4.90B
Net Income (TTM)$1.31B$809M
Gross Margin40.0%65.9%
Operating Margin39.9%26.2%
Forward P/E16.7x11.4x
Total Debt$263.42B$13.89B
Cash & Equiv.$16.24B$3.21B

BN vs CGLong-Term Stock Performance

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

BN
CG
StockMay 20May 26Return
Brookfield Corporat… (BN)100273.1+173.1%
The Carlyle Group I… (CG)100177.2+77.2%

Price return only. Dividends and distributions are not included.

Quick Verdict: BN vs CG

Each card shows where this stock fits in a portfolio — not just who wins on paper.

Bottom line: CG leads in 4 of 7 categories, making it the strongest pick for growth and revenue expansion and valuation and capital efficiency. Brookfield Corporation is the stronger pick specifically for profitability and margin quality and capital preservation and lower volatility. As sector peers, any of these can serve as alternatives in the same allocation.
BN
Brookfield Corporation
The Banking Pick

BN is the clearest fit if your priority is income & stability and long-term compounding.

  • Dividend streak 1 yrs, beta 1.57
  • 308.9% 10Y total return vs CG's 281.0%
  • Lower volatility, beta 1.57, current ratio 1.14x
Best for: income & stability and long-term compounding
CG
The Carlyle Group Inc.
The Banking Pick

CG carries the broadest edge in this set and is the clearest fit for growth exposure.

  • Rev growth 19.8%, EPS growth -21.3%
  • 19.8% NII/revenue growth vs BN's -9.7%
  • Lower P/E (11.4x vs 16.7x)
Best for: growth exposure
See the full category breakdown
CategoryWinnerWhy
GrowthCG logoCG19.8% NII/revenue growth vs BN's -9.7%
ValueCG logoCGLower P/E (11.4x vs 16.7x)
Quality / MarginsBN logoBNEfficiency ratio 0.0% vs CG's 0.4% (lower = leaner)
Stability / SafetyBN logoBNBeta 1.57 vs CG's 1.88, lower leverage
DividendsCG logoCG2.8% yield; the other pay no meaningful dividend
Momentum (1Y)CG logoCG+26.2% vs BN's +25.5%
Efficiency (ROA)BN logoBNEfficiency ratio 0.0% vs CG's 0.4%

BN vs CG — Revenue Breakdown by Segment

How each company's revenue is distributed across its business units

BNBrookfield 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

BN vs CG — Financial Metrics

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

BEST OVERALLBNLAGGINGCG

Income & Cash Flow (Last 12 Months)

Evenly matched — BN and CG each lead in 2 of 4 comparable metrics.

BN is the larger business by revenue, generating $77.7B annually — 15.9x CG's $4.9B. CG is the more profitable business, keeping 16.5% of every revenue dollar as net income compared to BN's 1.7%.

MetricBN logoBNBrookfield Corpor…CG logoCGThe Carlyle Group…
RevenueTrailing 12 months$77.7B$4.9B
EBITDAEarnings before interest/tax$32.1B$1.4B
Net IncomeAfter-tax profit$1.3B$809M
Free Cash FlowCash after capex-$2.8B-$1.7B
Gross MarginGross profit ÷ Revenue+40.0%+65.9%
Operating MarginEBIT ÷ Revenue+39.9%+26.2%
Net MarginNet income ÷ Revenue+1.7%+16.5%
FCF MarginFCF ÷ Revenue+27.8%
Rev. Growth (YoY)Latest quarter vs prior year
EPS Growth (YoY)Latest quarter vs prior year+73.1%+68.4%
Evenly matched — BN and CG each lead in 2 of 4 comparable metrics.

Valuation Metrics

BN leads this category, winning 3 of 5 comparable metrics.

At 22.5x trailing earnings, CG trades at a 100% valuation discount to BN's 9999.0x P/E. On an enterprise value basis, BN's 8.5x EV/EBITDA is more attractive than CG's 21.2x.

MetricBN logoBNBrookfield Corpor…CG logoCGThe Carlyle Group…
Market CapShares × price$104.4B$17.7B
Enterprise ValueMkt cap + debt − cash$351.6B$28.4B
Trailing P/EPrice ÷ TTM EPS9999.00x22.48x
Forward P/EPrice ÷ next-FY EPS est.16.69x11.41x
PEG RatioP/E ÷ EPS growth rate1.28x
EV / EBITDAEnterprise value multiple8.53x21.23x
Price / SalesMarket cap ÷ Revenue1.34x3.61x
Price / BookPrice ÷ Book value/share0.66x2.58x
Price / FCFMarket cap ÷ FCF12.98x
BN leads this category, winning 3 of 5 comparable metrics.

Profitability & Efficiency

CG leads this category, winning 5 of 9 comparable metrics.

CG delivers a 12.0% return on equity — every $100 of shareholder capital generates $12 in annual profit, vs $1 for BN. BN carries lower financial leverage with a 1.59x debt-to-equity ratio, signaling a more conservative balance sheet compared to CG's 1.97x. On the Piotroski fundamental quality scale (0–9), BN scores 5/9 vs CG's 4/9, reflecting solid financial health.

MetricBN logoBNBrookfield Corpor…CG logoCGThe Carlyle Group…
ROE (TTM)Return on equity+0.8%+12.0%
ROA (TTM)Return on assets+0.3%+3.1%
ROICReturn on invested capital+5.6%+5.2%
ROCEReturn on capital employed+7.2%+5.0%
Piotroski ScoreFundamental quality 0–954
Debt / EquityFinancial leverage1.59x1.97x
Net DebtTotal debt minus cash$247.2B$10.7B
Cash & Equiv.Liquid assets$16.2B$3.2B
Total DebtShort + long-term debt$263.4B$13.9B
Interest CoverageEBIT ÷ Interest expense1.64x2.05x
CG leads this category, winning 5 of 9 comparable metrics.

Total Returns (Dividends Reinvested)

BN leads this category, winning 5 of 6 comparable metrics.

A $10,000 investment in BN five years ago would be worth $18,928 today (with dividends reinvested), compared to $12,341 for CG. Over the past 12 months, CG leads with a +26.2% total return vs BN's +25.5%. The 3-year compound annual growth rate (CAGR) favors BN at 30.5% vs CG's 26.8% — a key indicator of consistent wealth creation.

MetricBN logoBNBrookfield Corpor…CG logoCGThe Carlyle Group…
YTD ReturnYear-to-date-0.1%-18.9%
1-Year ReturnPast 12 months+25.5%+26.2%
3-Year ReturnCumulative with dividends+122.1%+103.7%
5-Year ReturnCumulative with dividends+89.3%+23.4%
10-Year ReturnCumulative with dividends+308.9%+281.0%
CAGR (3Y)Annualised 3-year return+30.5%+26.8%
BN leads this category, winning 5 of 6 comparable metrics.

Risk & Volatility

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

BN is the less volatile stock with a 1.57 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. BN currently trades 93.8% from its 52-week high vs CG's 70.2% drawdown — a narrower gap to the peak suggests stronger recent price momentum.

MetricBN logoBNBrookfield Corpor…CG logoCGThe Carlyle Group…
Beta (5Y)Sensitivity to S&P 5001.57x1.88x
52-Week HighHighest price in past year$49.57$69.85
52-Week LowLowest price in past year$36.47$39.60
% of 52W HighCurrent price vs 52-week peak+93.8%+70.2%
RSI (14)Momentum oscillator 0–10062.555.1
Avg Volume (50D)Average daily shares traded5.9M3.2M
BN leads this category, winning 2 of 2 comparable metrics.

Analyst Outlook

BN leads this category, winning 1 of 1 comparable metric.

Wall Street rates BN as "Buy" and CG as "Buy". Consensus price targets imply 37.4% upside for CG (target: $67) vs 17.0% for BN (target: $54). CG is the only dividend payer here at 2.78% yield — a key consideration for income-focused portfolios.

MetricBN logoBNBrookfield Corpor…CG logoCGThe Carlyle Group…
Analyst RatingConsensus buy/hold/sellBuyBuy
Price TargetConsensus 12-month target$54.40$67.33
# AnalystsCovering analysts925
Dividend YieldAnnual dividend ÷ price+2.8%
Dividend StreakConsecutive years of raises10
Dividend / ShareAnnual DPS$1.36
Buyback YieldShare repurchases ÷ mkt cap0.0%+3.9%
BN leads this category, winning 1 of 1 comparable metric.
Key Takeaway

BN leads in 4 of 6 categories (Valuation Metrics, Total Returns). CG leads in 1 (Profitability & Efficiency). 1 tied.

Best OverallBrookfield Corporation (BN)Leads 4 of 6 categories
Loading custom metrics...

BN vs CG: Frequently Asked Questions

10 questions · data-driven answers · updated daily

01

Is BN 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 -9. 7% for Brookfield Corporation (BN). 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 Corporation (BN) a "Buy" — based on 9 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 — BN or CG?

On trailing P/E, The Carlyle Group Inc.

(CG) is the cheapest at 22. 5x versus Brookfield Corporation at 9999. 0x. On forward P/E, The Carlyle Group Inc. is actually cheaper at 11. 4x.

03

Which is the better long-term investment — BN or CG?

Over the past 5 years, Brookfield Corporation (BN) delivered a total return of +89.

3%, compared to +23. 4% for The Carlyle Group Inc. (CG). Over 10 years, the gap is even starker: BN returned +308. 9% versus CG's +281. 0%. 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 — BN or CG?

By beta (market sensitivity over 5 years), Brookfield Corporation (BN) is the lower-risk stock at 1.

57β versus The Carlyle Group Inc. 's 1. 88β — meaning CG is approximately 20% more volatile than BN relative to the S&P 500. On balance sheet safety, Brookfield Corporation (BN) carries a lower debt/equity ratio of 159% versus 197% for The Carlyle Group Inc. — giving it more financial flexibility in a downturn.

05

Which is growing faster — BN or CG?

By revenue growth (latest reported year), The Carlyle Group Inc.

(CG) is pulling ahead at 19. 8% versus -9. 7% for Brookfield Corporation (BN). On earnings-per-share growth, the picture is similar: The Carlyle Group Inc. grew EPS -21. 3% year-over-year, compared to -99. 8% for Brookfield 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 — BN or CG?

The Carlyle Group Inc.

(CG) is the more profitable company, earning 16. 5% net margin versus 1. 7% for Brookfield Corporation — meaning it keeps 16. 5% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: BN leads at 39. 9% versus 26. 2% for CG. 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 BN or CG more undervalued right now?

On forward earnings alone, The Carlyle Group Inc.

(CG) trades at 11. 4x forward P/E versus 16. 7x for Brookfield Corporation — 5. 3x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for CG: 37. 4% to $67. 33.

08

Which pays a better dividend — BN or CG?

In this comparison, CG (2.

8% yield) pays a dividend. BN does not pay a meaningful dividend and should not be held primarily for income.

09

Is BN or CG better for a retirement portfolio?

For long-horizon retirement investors, The Carlyle Group Inc.

(CG) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (2. 8% yield, +281. 0% 10Y return). Brookfield Corporation (BN) carries a higher beta of 1. 57 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (CG: +281. 0%, BN: +308. 9%), 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 BN 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: BN is a mid-cap quality compounder stock; CG is a mid-cap high-growth stock. CG pays a dividend while BN does not, making them suitable for different income and tax situations. 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.

Find Stocks Like These

Explore pre-built screens for each stock's profile, or build a custom screen to find stocks that outperform both.

Stocks Like

BN

Quality Business

  • Sector: Financial Services
  • Market Cap > $100B
  • Gross Margin > 24%
Run This Screen
Stocks Like

CG

High-Growth Compounder

  • Sector: Financial Services
  • Market Cap > $100B
  • Revenue Growth > 9%
  • Net Margin > 9%
Run This Screen
Custom Screen

Beat Both

Find stocks that outperform BN and CG on the metrics below

Revenue Growth>
%
(BN: -9.7% · CG: 19.8%)
P/E Ratio<
x
(BN: 9999.0x · CG: 22.5x)

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