COMP <GO>
CG vs BAC // ALTMAN Z-SCORE & DEBT/EQUITY
The Carlyle Group Inc. (NASDAQ) VS. Bank of America Corporation (NYSE) • 15-METRIC TALLY: CG 4
— BAC 8
■ METRIC PARITY
LAST: $40.57 (+3.87%) • MKT CAP: $14.46B
balance-sheet
—
LAST: $51.14 (+0.57%) • MKT CAP: $357.61B
balance-sheet
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15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (CG VS. BAC)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | CG | BAC | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 5.40% | 2.50% | +2.90 | CG | /roic <GO> |
| EV/EBITDA & P/E Valuation | 20.3x | 30.2x | -9.90 | CG | /valuation <GO> |
| Free Cash Flow Yield | -18.00% | 2.10% | -20.10 | BAC | /fcf-yield <GO> |
| Operating Margin | 20.60% | 32.90% | -12.30 | BAC | /operating-margins <GO> |
| Net Profit Margin | 16.90% | 27.00% | -10.10 | BAC | /net-margins <GO> |
| Revenue Growth (YoY) | -11.90% | 6.80% | -18.70 | BAC | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 3.49% | 0.00% | +3.49 | CG | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity ACTIVE | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 3/9 | 7/9 | -4.00 | BAC | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 57.2 | 38.3 | +18.90 | CG | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.88 | 0.90 | -0.02 | BAC | /macro-sensitivity <GO> |
| Forward P/E Multiple | 16.6x | 10.9x | +5.70 | BAC | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $14.46B | $357.61B | -$343.15B | BAC | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | CG REV | BAC REV | CG GROSS % | BAC GROSS % | CG FCF | BAC FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $4.78B | $113.10B | — | — | -$3.37B | $7.52B |
| FY 2024 | $5.43B | $105.86B | — | — | -$837.2M | -$13.57B |
| FY 2023 | $2.96B | $102.77B | — | — | $71.5M | $40.36B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
CG // BETA 0.88
BAC // BETA 0.90