CG vs TPG

For growth investors, The Carlyle Group Inc.

(CG) is the stronger pick with 119. 0% revenue growth year-over-year, versus 77. 9% for TPG Inc. (TPG). The Carlyle Group Inc. (CG) offers the better valuation at 18. 5x trailing P/E (11. 9x forward), making it the more compelling value choice. Analysts rate The Carlyle Group Inc. (CG) a "Buy" — based on 25 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.

On trailing P/E, The Carlyle Group Inc.

(CG) is the cheapest at 18. 5x versus TPG Inc. at 37. 7x. On forward P/E, The Carlyle Group Inc. is actually cheaper at 11. 9x.

Over the past 5 years, TPG Inc.

(TPG) delivered a total return of +53. 9%, compared to +30. 9% for The Carlyle Group Inc. (CG). Over 10 years, the gap is even starker: CG returned +295. 8% versus TPG's +53. 9%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.

By beta (market sensitivity over 5 years), TPG Inc.

(TPG) is the lower-risk stock at 1. 61β versus The Carlyle Group Inc. 's 1. 88β — meaning CG is approximately 17% more volatile than TPG relative to the S&P 500. On balance sheet safety, TPG Inc. (TPG) carries a lower debt/equity ratio of 42% versus 150% for The Carlyle Group Inc. — giving it more financial flexibility in a downturn.

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

(CG) is pulling ahead at 119. 0% versus 77. 9% for TPG Inc. (TPG). On earnings-per-share growth, the picture is similar: TPG Inc. grew EPS 1779% year-over-year, compared to 264. 9% for The Carlyle Group Inc.. 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.

The Carlyle Group Inc.

(CG) is the more profitable company, earning 25. 0% net margin versus 4. 0% for TPG Inc. — meaning it keeps 25. 0% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: CG leads at 34. 1% versus 14. 7% for TPG. At the gross margin level — before operating expenses — TPG leads at 96. 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.

On forward earnings alone, The Carlyle Group Inc.

(CG) trades at 11. 9x forward P/E versus 16. 5x for TPG Inc. — 4. 5x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for TPG: 42. 5% to $65. 00.

All stocks in this comparison pay dividends.

TPG Inc. (TPG) offers the highest yield at 17. 6%, versus 2. 7% for The Carlyle Group Inc. (CG).

For long-horizon retirement investors, TPG Inc.

(TPG) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (17. 6% 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 (TPG: +53. 9%, CG: +295. 8%), 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.

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.

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.