COMP <GO>
CG vs EVR // FREE CASH FLOW YIELD
The Carlyle Group Inc. (NASDAQ) VS. Evercore Inc. (NYSE) • 15-METRIC TALLY: CG 4
— EVR 8
▲ FREE CASH FLOW YIELD LEADER: EVR
LAST: $41.06 (+2.19%) • MKT CAP: $14.32B
fcf-yield
-18.00%
LAST: $303.26 (+4.39%) • MKT CAP: $11.17B
fcf-yield
9.45%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (CG VS. EVR)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | CG | EVR | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 5.40% | 30.30% | -24.90 | EVR | /roic <GO> |
| EV/EBITDA & P/E Valuation | 20.3x | 13.0x | +7.30 | EVR | /valuation <GO> |
| Free Cash Flow Yield ACTIVE | -18.00% | 9.45% | -27.45 | EVR | /fcf-yield <GO> |
| Operating Margin | 20.60% | 18.60% | +2.00 | CG | /operating-margins <GO> |
| Net Profit Margin | 16.90% | 15.30% | +1.60 | CG | /net-margins <GO> |
| Revenue Growth (YoY) | -11.90% | 29.50% | -41.40 | EVR | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 3.49% | 1.26% | +2.23 | CG | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 3/9 | 9/9 | -6.00 | EVR | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 54.4 | 61.5 | -7.10 | EVR | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.88 | 1.15 | -0.27 | EVR | /macro-sensitivity <GO> |
| Forward P/E Multiple | 16.6x | 16.2x | +0.40 | EVR | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $14.32B | $11.17B | $3.15B | CG | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | CG REV | EVR REV | CG GROSS % | EVR GROSS % | CG FCF | EVR FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $4.78B | $3.88B | — | — | -$3.37B | $1.08B |
| FY 2024 | $5.43B | $3.00B | — | — | -$837.2M | $853.3M |
| FY 2023 | $2.96B | $2.44B | — | — | $71.5M | $348.0M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
CG // BETA 0.88
EVR // BETA 1.15