COMP <GO>
CG vs MS // ALTMAN Z-SCORE & DEBT/EQUITY
The Carlyle Group Inc. (NASDAQ) VS. Morgan Stanley (NYSE) • 15-METRIC TALLY: CG 6
— MS 8
▲ ALTMAN Z-SCORE & DEBT/EQUITY LEADER: CG
LAST: $40.18 (-0.96%) • MKT CAP: $14.46B
balance-sheet
0.91
LAST: $184.30 (-3.00%) • MKT CAP: $298.41B
balance-sheet
0.46
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (CG VS. MS)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | CG | MS | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 41.00% | 41.00% | 0.00 | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 5.40% | 3.00% | +2.40 | CG | /roic <GO> |
| EV/EBITDA & P/E Valuation | 20.3x | 31.0x | -10.70 | CG | /valuation <GO> |
| Free Cash Flow Yield | -18.00% | -7.25% | -10.75 | MS | /fcf-yield <GO> |
| Operating Margin | 20.60% | 24.60% | -4.00 | MS | /operating-margins <GO> |
| Net Profit Margin | 16.90% | 20.20% | -3.30 | MS | /net-margins <GO> |
| Revenue Growth (YoY) | -11.90% | 5.50% | -17.40 | MS | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 3.49% | 2.21% | +1.28 | CG | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity ACTIVE | 0.91 | 0.46 | +0.45 | CG | /balance-sheet <GO> |
| Piotroski F-Score Quality | 3/9 | 5/9 | -2.00 | MS | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 6.50% | 7.00% | -0.50 | CG | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 55.2 | 43.3 | +11.95 | CG | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.88 | 1.04 | -0.16 | MS | /macro-sensitivity <GO> |
| Forward P/E Multiple | 16.6x | 16.5x | +0.10 | MS | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $14.46B | $298.41B | -$283.95B | MS | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | CG REV | MS REV | CG GROSS % | MS GROSS % | CG FCF | MS FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $4.78B | $0 | 44.0% | — | -$3.37B | -$17.89B |
| FY 2024 | $5.43B | $0 | 44.0% | — | -$837.2M | $1.36B |
| FY 2023 | $2.96B | $0 | 44.0% | — | $71.5M | -$33.54B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
CG // BETA 0.88
MS // BETA 1.04