COMP <GO>
CG vs BRK-B // FREE CASH FLOW YIELD
The Carlyle Group Inc. (NASDAQ) VS. Berkshire Hathaway Inc. (NYSE) • 15-METRIC TALLY: CG 3
— BRK-B 11
▲ FREE CASH FLOW YIELD LEADER: BRK-B
LAST: $40.18 (-0.96%) • MKT CAP: $14.46B
fcf-yield
-18.00%
LAST: $542.49 (+0.10%) • MKT CAP: $1.16T
fcf-yield
2.09%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (CG VS. BRK-B)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | CG | BRK-B | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 41.00% | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 5.40% | 11.47% | -6.07 | BRK-B | /roic <GO> |
| EV/EBITDA & P/E Valuation | 20.3x | 9.7x | +10.62 | BRK-B | /valuation <GO> |
| Free Cash Flow Yield ACTIVE | -18.00% | 2.09% | -20.09 | BRK-B | /fcf-yield <GO> |
| Operating Margin | 20.60% | 27.80% | -7.20 | BRK-B | /operating-margins <GO> |
| Net Profit Margin | 16.90% | 22.30% | -5.40 | BRK-B | /net-margins <GO> |
| Revenue Growth (YoY) | -11.90% | 3.93% | -15.83 | BRK-B | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 3.49% | 0.00% | +3.49 | CG | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 0.91 | 2.85 | -1.94 | BRK-B | /balance-sheet <GO> |
| Piotroski F-Score Quality | 3/9 | 4/9 | -1.00 | BRK-B | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 6.50% | 3.55% | +2.95 | BRK-B | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 55.2 | 66.8 | -11.58 | BRK-B | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.88 | 0.61 | +0.27 | CG | /macro-sensitivity <GO> |
| Forward P/E Multiple | 16.6x | 24.3x | -7.74 | CG | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $14.46B | $1.16T | -$1.15T | BRK-B | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | CG REV | BRK-B REV | CG GROSS % | BRK-B GROSS % | CG FCF | BRK-B FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $4.78B | $371.44B | 44.0% | — | -$3.37B | $25.04B |
| FY 2024 | $5.43B | $371.43B | 44.0% | — | -$837.2M | $11.62B |
| FY 2023 | $2.96B | $364.48B | 44.0% | — | $71.5M | $29.79B |
| FY 2022 | — | $302.02B | — | — | — | $21.89B |
| FY 2021 | — | $276.19B | — | — | — | $26.15B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
CG // BETA 0.88
BRK-B // BETA 0.61