CG
Price
$63.99
Change
+$0.34 (+0.53%)
Updated
Sep 26 closing price
Capitalization
23.15B
45 days until earnings call
IVZ
Price
$22.72
Change
+$0.36 (+1.61%)
Updated
Sep 26 closing price
Capitalization
10.13B
31 days until earnings call
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CG vs IVZ

Header iconCG vs IVZ Comparison
Open Charts CG vs IVZBanner chart's image
Carlyle Group (The)
Price$63.99
Change+$0.34 (+0.53%)
Volume$2.81M
Capitalization23.15B
Inves
Price$22.72
Change+$0.36 (+1.61%)
Volume$4.05M
Capitalization10.13B
CG vs IVZ Comparison Chart in %
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CG
Daily Signalchanged days ago
Gain/Loss if bought
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IVZ
Daily Signalchanged days ago
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CG vs. IVZ commentary
Sep 28, 2025

To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is CG is a Buy and IVZ is a Buy.

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COMPARISON
Comparison
Sep 28, 2025
Stock price -- (CG: $63.99 vs. IVZ: $22.72)
Brand notoriety: CG and IVZ are both not notable
Both companies represent the Investment Managers industry
Current volume relative to the 65-day Moving Average: CG: 102% vs. IVZ: 85%
Market capitalization -- CG: $23.15B vs. IVZ: $10.13B
CG [@Investment Managers] is valued at $23.15B. IVZ’s [@Investment Managers] market capitalization is $10.13B. The market cap for tickers in the [@Investment Managers] industry ranges from $179.08B to $0. The average market capitalization across the [@Investment Managers] industry is $7.43B.

Long-Term Analysis

It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).

CG’s FA Score shows that 3 FA rating(s) are green whileIVZ’s FA Score has 3 green FA rating(s).

  • CG’s FA Score: 3 green, 2 red.
  • IVZ’s FA Score: 3 green, 2 red.
According to our system of comparison, both CG and IVZ are a good buy in the long-term.

Short-Term Analysis

It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.

If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.

CG’s TA Score shows that 3 TA indicator(s) are bullish while IVZ’s TA Score has 3 bullish TA indicator(s).

  • CG’s TA Score: 3 bullish, 5 bearish.
  • IVZ’s TA Score: 3 bullish, 4 bearish.
According to our system of comparison, IVZ is a better buy in the short-term than CG.

Price Growth

CG (@Investment Managers) experienced а -6.13% price change this week, while IVZ (@Investment Managers) price change was +1.02% for the same time period.

The average weekly price growth across all stocks in the @Investment Managers industry was -1.95%. For the same industry, the average monthly price growth was +2.07%, and the average quarterly price growth was +39.07%.

Reported Earning Dates

CG is expected to report earnings on Nov 11, 2025.

IVZ is expected to report earnings on Oct 28, 2025.

Industries' Descriptions

@Investment Managers (-1.95% weekly)

Investment Managers manage financial assets and other investments of clients. Management includes designing a short- or long-term strategy for buying/holding and selling of portfolio holdings. It can also include tax services and other aspects of financial planning as well. While it is perceived that the industry is faced with growing competition from robo-advisors/digital platforms and passive/ index-tracking funds, many investors still find value in actively managed in-person services that investment management companies often emphasize on. At the same time, many wealth managers are also incorporating digital initiatives/low cost options in addition to their in-person customized services. Their main sources of revenues are fees as a percentage of assets under management, in addition to a certain portion of clients’ gains from asset appreciation. BlackRock, Inc., Blackstone Group Inc and Brookfield Asset Management are some of the major investment management companies.

SUMMARIES
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FUNDAMENTALS
Fundamentals
CG($23.1B) has a higher market cap than IVZ($10.1B). IVZ has higher P/E ratio than CG: IVZ (24.43) vs CG (18.71). IVZ YTD gains are higher at: 34.541 vs. CG (29.254). IVZ has less debt than CG: IVZ (1.88B) vs CG (10.7B). IVZ has higher revenues than CG: IVZ (6.15B) vs CG (3.71B).
CGIVZCG / IVZ
Capitalization23.1B10.1B229%
EBITDAN/A1.31B-
Gain YTD29.25434.54185%
P/E Ratio18.7124.4377%
Revenue3.71B6.15B60%
Total CashN/A1.49B-
Total Debt10.7B1.88B568%
FUNDAMENTALS RATINGS
CG vs IVZ: Fundamental Ratings
CG
IVZ
OUTLOOK RATING
1..100
6271
VALUATION
overvalued / fair valued / undervalued
1..100
27
Undervalued
19
Undervalued
PROFIT vs RISK RATING
1..100
3341
SMR RATING
1..100
3087
PRICE GROWTH RATING
1..100
426
P/E GROWTH RATING
1..100
10015
SEASONALITY SCORE
1..100
5050

Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.

IVZ's Valuation (19) in the Investment Managers industry is in the same range as CG (27). This means that IVZ’s stock grew similarly to CG’s over the last 12 months.

CG's Profit vs Risk Rating (33) in the Investment Managers industry is in the same range as IVZ (41). This means that CG’s stock grew similarly to IVZ’s over the last 12 months.

CG's SMR Rating (30) in the Investment Managers industry is somewhat better than the same rating for IVZ (87). This means that CG’s stock grew somewhat faster than IVZ’s over the last 12 months.

IVZ's Price Growth Rating (6) in the Investment Managers industry is somewhat better than the same rating for CG (42). This means that IVZ’s stock grew somewhat faster than CG’s over the last 12 months.

IVZ's P/E Growth Rating (15) in the Investment Managers industry is significantly better than the same rating for CG (100). This means that IVZ’s stock grew significantly faster than CG’s over the last 12 months.

TECHNICAL ANALYSIS
Technical Analysis
CGIVZ
RSI
ODDS (%)
Bearish Trend 2 days ago
56%
Bearish Trend 2 days ago
57%
Stochastic
ODDS (%)
Bullish Trend 2 days ago
73%
Bearish Trend 2 days ago
62%
Momentum
ODDS (%)
Bearish Trend 2 days ago
72%
Bullish Trend 2 days ago
81%
MACD
ODDS (%)
Bearish Trend 2 days ago
60%
N/A
TrendWeek
ODDS (%)
Bearish Trend 2 days ago
66%
Bullish Trend 2 days ago
72%
TrendMonth
ODDS (%)
Bearish Trend 2 days ago
69%
Bullish Trend 2 days ago
69%
Advances
ODDS (%)
Bullish Trend 10 days ago
73%
Bullish Trend 2 days ago
71%
Declines
ODDS (%)
Bearish Trend 3 days ago
65%
Bearish Trend 4 days ago
65%
BollingerBands
ODDS (%)
Bearish Trend 2 days ago
48%
Bearish Trend 2 days ago
60%
Aroon
ODDS (%)
Bullish Trend 2 days ago
75%
Bullish Trend 2 days ago
71%
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CG
Daily Signalchanged days ago
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IVZ
Daily Signalchanged days ago
Gain/Loss if bought
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CG and

Correlation & Price change

A.I.dvisor indicates that over the last year, CG has been closely correlated with KKR. These tickers have moved in lockstep 88% of the time. This A.I.-generated data suggests there is a high statistical probability that if CG jumps, then KKR could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To CG
1D Price
Change %
CG100%
+0.53%
KKR - CG
88%
Closely correlated
-1.22%
TPG - CG
86%
Closely correlated
-1.86%
ARES - CG
84%
Closely correlated
-0.17%
BX - CG
84%
Closely correlated
-0.16%
OWL - CG
84%
Closely correlated
+2.30%
More

IVZ and

Correlation & Price change

A.I.dvisor indicates that over the last year, IVZ has been closely correlated with CG. These tickers have moved in lockstep 74% of the time. This A.I.-generated data suggests there is a high statistical probability that if IVZ jumps, then CG could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To IVZ
1D Price
Change %
IVZ100%
+1.61%
CG - IVZ
74%
Closely correlated
+0.53%
STEP - IVZ
69%
Closely correlated
+1.35%
TPG - IVZ
68%
Closely correlated
-1.86%
APO - IVZ
67%
Closely correlated
+1.10%
OWL - IVZ
66%
Closely correlated
+2.30%
More