COMP <GO>
CG vs IVZ // EV/EBITDA & P/E VALUATION
The Carlyle Group Inc. (NASDAQ) VS. Invesco Ltd (NYSE) • 15-METRIC TALLY: CG 7
— IVZ 4
■ METRIC PARITY
LAST: $40.18 (-0.96%) • MKT CAP: $14.46B
valuation
20.3x
LAST: $27.76 (-4.34%) • MKT CAP: $12.81B
valuation
—
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (CG VS. IVZ)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | CG | IVZ | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 5.40% | -3.20% | +8.60 | CG | /roic <GO> |
| EV/EBITDA & P/E Valuation ACTIVE | 20.3x | — | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | -18.00% | 11.25% | -29.25 | IVZ | /fcf-yield <GO> |
| Operating Margin | 20.60% | -10.90% | +31.50 | CG | /operating-margins <GO> |
| Net Profit Margin | 16.90% | -8.50% | +25.40 | CG | /net-margins <GO> |
| Revenue Growth (YoY) | -11.90% | 5.10% | -17.00 | IVZ | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 3.49% | 2.94% | +0.55 | CG | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 3/9 | 7/9 | -4.00 | IVZ | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 57.2 | 48.2 | +9.00 | CG | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.88 | 1.07 | -0.19 | IVZ | /macro-sensitivity <GO> |
| Forward P/E Multiple | 16.6x | 18.0x | -1.40 | CG | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $14.46B | $12.81B | $1.64B | CG | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | CG REV | IVZ REV | CG GROSS % | IVZ GROSS % | CG FCF | IVZ FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $4.78B | $6.38B | — | — | -$3.37B | $1.44B |
| FY 2024 | $5.43B | $6.07B | — | — | -$837.2M | $1.12B |
| FY 2023 | $2.96B | $5.72B | — | — | $71.5M | $1.04B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
CG // BETA 0.88
IVZ // BETA 1.07