CG
Price
$57.14
Change
+$0.15 (+0.26%)
Updated
Oct 17 closing price
Capitalization
20.67B
23 days until earnings call
PAX
Price
$14.48
Change
+$0.14 (+0.98%)
Updated
Oct 17 closing price
Capitalization
2.31B
16 days until earnings call
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CG vs PAX

Header iconCG vs PAX Comparison
Open Charts CG vs PAXBanner chart's image
Carlyle Group (The)
Price$57.14
Change+$0.15 (+0.26%)
Volume$1.65M
Capitalization20.67B
Patria Investments
Price$14.48
Change+$0.14 (+0.98%)
Volume$293.6K
Capitalization2.31B
CG vs PAX Comparison Chart in %
CG
Daily Signalchanged days ago
Gain/Loss if bought
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PAX
Daily Signalchanged days ago
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CG vs. PAX commentary
Oct 19, 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 Hold and PAX is a Hold.

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COMPARISON
Comparison
Oct 19, 2025
Stock price -- (CG: $57.14 vs. PAX: $14.48)
Brand notoriety: CG and PAX are both not notable
Both companies represent the Investment Managers industry
Current volume relative to the 65-day Moving Average: CG: 57% vs. PAX: 56%
Market capitalization -- CG: $20.67B vs. PAX: $2.31B
CG [@Investment Managers] is valued at $20.67B. PAX’s [@Investment Managers] market capitalization is $2.31B. The market cap for tickers in the [@Investment Managers] industry ranges from $180.1B to $0. The average market capitalization across the [@Investment Managers] industry is $7.23B.

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 2 FA rating(s) are green whilePAX’s FA Score has 2 green FA rating(s).

  • CG’s FA Score: 2 green, 3 red.
  • PAX’s FA Score: 2 green, 3 red.
According to our system of comparison, both CG and PAX 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 4 TA indicator(s) are bullish while PAX’s TA Score has 4 bullish TA indicator(s).

  • CG’s TA Score: 4 bullish, 6 bearish.
  • PAX’s TA Score: 4 bullish, 5 bearish.
According to our system of comparison, PAX is a better buy in the short-term than CG.

Price Growth

CG (@Investment Managers) experienced а +1.80% price change this week, while PAX (@Investment Managers) price change was +4.93% for the same time period.

The average weekly price growth across all stocks in the @Investment Managers industry was +0.22%. For the same industry, the average monthly price growth was -2.04%, and the average quarterly price growth was +18.78%.

Reported Earning Dates

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

PAX is expected to report earnings on Nov 04, 2025.

Industries' Descriptions

@Investment Managers (+0.22% 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($20.7B) has a higher market cap than PAX($2.31B). PAX has higher P/E ratio than CG: PAX (26.88) vs CG (16.71). PAX YTD gains are higher at: 29.048 vs. CG (15.417). PAX has less debt than CG: PAX (161M) vs CG (10.7B). CG has higher revenues than PAX: CG (3.71B) vs PAX (398M).
CGPAXCG / PAX
Capitalization20.7B2.31B896%
EBITDAN/A138M-
Gain YTD15.41729.04853%
P/E Ratio16.7126.8862%
Revenue3.71B398M932%
Total CashN/A165M-
Total Debt10.7B161M6,646%
FUNDAMENTALS RATINGS
CG: Fundamental Ratings
CG
OUTLOOK RATING
1..100
53
VALUATION
overvalued / fair valued / undervalued
1..100
25
Undervalued
PROFIT vs RISK RATING
1..100
38
SMR RATING
1..100
30
PRICE GROWTH RATING
1..100
51
P/E GROWTH RATING
1..100
100
SEASONALITY SCORE
1..100
85

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.

TECHNICAL ANALYSIS
Technical Analysis
CGPAX
RSI
ODDS (%)
Bullish Trend 3 days ago
77%
Bearish Trend 3 days ago
60%
Stochastic
ODDS (%)
Bullish Trend 3 days ago
70%
Bearish Trend 3 days ago
61%
Momentum
ODDS (%)
Bearish Trend 3 days ago
63%
Bullish Trend 3 days ago
71%
MACD
ODDS (%)
Bearish Trend 3 days ago
52%
Bearish Trend 3 days ago
59%
TrendWeek
ODDS (%)
Bullish Trend 3 days ago
74%
Bullish Trend 3 days ago
67%
TrendMonth
ODDS (%)
Bearish Trend 3 days ago
69%
Bearish Trend 3 days ago
59%
Advances
ODDS (%)
Bullish Trend 6 days ago
72%
Bullish Trend 5 days ago
68%
Declines
ODDS (%)
Bearish Trend 4 days ago
65%
Bearish Trend 10 days ago
67%
BollingerBands
ODDS (%)
Bullish Trend 3 days ago
84%
Bearish Trend 5 days ago
68%
Aroon
ODDS (%)
Bearish Trend 3 days ago
66%
Bullish Trend 3 days ago
64%
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CG
Daily Signalchanged days ago
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PAX
Daily Signalchanged days ago
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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 89% 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%
+0.26%
KKR - CG
89%
Closely correlated
+0.07%
TPG - CG
87%
Closely correlated
+0.05%
ARES - CG
85%
Closely correlated
+0.45%
BX - CG
85%
Closely correlated
-1.05%
OWL - CG
84%
Closely correlated
+1.83%
More

PAX and

Correlation & Price change

A.I.dvisor indicates that over the last year, PAX has been closely correlated with BN. These tickers have moved in lockstep 67% of the time. This A.I.-generated data suggests there is a high statistical probability that if PAX jumps, then BN could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To PAX
1D Price
Change %
PAX100%
+0.98%
BN - PAX
67%
Closely correlated
+1.00%
CG - PAX
65%
Loosely correlated
+0.26%
VINP - PAX
63%
Loosely correlated
+1.09%
SEIC - PAX
62%
Loosely correlated
+0.35%
JHG - PAX
62%
Loosely correlated
-1.04%
More