COMP <GO>
CG vs V // PIOTROSKI F-SCORE QUALITY
The Carlyle Group Inc. (NASDAQ) VS. Visa Inc. (NYSE) • 15-METRIC TALLY: CG 3
— V 9
▲ PIOTROSKI F-SCORE QUALITY LEADER: V
LAST: $41.06 (+2.19%) • MKT CAP: $14.63B
piotroski-score
3/9
LAST: $425.51 (+2.88%) • MKT CAP: $760.28B
piotroski-score
9/9
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (CG VS. V)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | CG | V | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 5.40% | 32.30% | -26.90 | V | /roic <GO> |
| EV/EBITDA & P/E Valuation | 20.3x | 28.9x | -8.60 | CG | /valuation <GO> |
| Free Cash Flow Yield | -18.00% | 2.90% | -20.90 | V | /fcf-yield <GO> |
| Operating Margin | 20.60% | 60.00% | -39.40 | V | /operating-margins <GO> |
| Net Profit Margin | 16.90% | 50.10% | -33.20 | V | /net-margins <GO> |
| Revenue Growth (YoY) | -11.90% | 11.30% | -23.20 | V | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 3.49% | 0.63% | +2.86 | CG | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | 9.09 | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality ACTIVE | 3/9 | 9/9 | -6.00 | V | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 59.2 | 74.2 | -15.00 | V | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.88 | 1.06 | -0.18 | V | /macro-sensitivity <GO> |
| Forward P/E Multiple | 16.6x | 34.0x | -17.40 | CG | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $14.63B | $760.28B | -$745.65B | V | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | CG REV | V REV | CG GROSS % | V GROSS % | CG FCF | V FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $4.78B | $40.00B | — | — | -$3.37B | $21.26B |
| FY 2024 | $5.43B | $35.93B | — | — | -$837.2M | $18.33B |
| FY 2023 | $2.96B | $32.65B | — | — | $71.5M | $19.29B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
CG // BETA 0.88
V // BETA 1.06