CG
Price
$46.19
Change
-$1.53 (-3.21%)
Updated
Jun 13 closing price
Capitalization
16.93B
39 days until earnings call
SCHC
Price
$41.12
Change
-$0.50 (-1.20%)
Updated
Jun 13 closing price
Net Assets
4.43B
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CG vs SCHC

Header iconCG vs SCHC Comparison
Open Charts CG vs SCHCBanner chart's image
Carlyle Group (The)
Price$46.19
Change-$1.53 (-3.21%)
Volume$1.78M
Capitalization16.93B
Schwab International Small-Cap Eq ETF™
Price$41.12
Change-$0.50 (-1.20%)
Volume$212.95K
Net Assets4.43B
CG vs SCHC Comparison Chart
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CG
Daily Signalchanged days ago
Gain/Loss if bought
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SCHC
Daily Signalchanged days ago
Gain/Loss if bought
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CG vs. SCHC commentary
Jun 15, 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 SCHC is a Hold.

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COMPARISON
Comparison
Jun 15, 2025
Stock price -- (CG: $46.19)
Brand notoriety:
Market capitalization --

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 1 FA rating(s) are green while.

  • CG’s FA Score: 1 green, 4 red.

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 5 TA indicator(s) are bullish.

  • CG’s TA Score: 5 bullish, 5 bearish.

Price Growth

CG (@Investment Managers) experienced а -0.19% price change this weekfor the same time period.

The average weekly price growth across all stocks in the @Investment Managers industry was -0.10%. For the same industry, the average monthly price growth was +0.64%, and the average quarterly price growth was +2.00%.

Reported Earning Dates

CG is expected to report earnings on Jul 24, 2025.

Industries' Descriptions

@Investment Managers (-0.10% 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 RATINGS
CG: Fundamental Ratings
CG
OUTLOOK RATING
1..100
50
VALUATION
overvalued / fair valued / undervalued
1..100
35
Fair valued
PROFIT vs RISK RATING
1..100
47
SMR RATING
1..100
24
PRICE GROWTH RATING
1..100
52
P/E GROWTH RATING
1..100
100
SEASONALITY SCORE
1..100
n/a

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
CGSCHC
RSI
ODDS (%)
Bearish Trend 3 days ago
67%
Bearish Trend 3 days ago
68%
Stochastic
ODDS (%)
Bearish Trend 3 days ago
63%
N/A
Momentum
ODDS (%)
Bullish Trend 3 days ago
75%
N/A
MACD
ODDS (%)
Bearish Trend 3 days ago
73%
Bearish Trend 3 days ago
86%
TrendWeek
ODDS (%)
Bearish Trend 3 days ago
69%
Bullish Trend 3 days ago
81%
TrendMonth
ODDS (%)
Bullish Trend 3 days ago
72%
Bullish Trend 3 days ago
78%
Advances
ODDS (%)
Bullish Trend 4 days ago
71%
Bullish Trend 4 days ago
81%
Declines
ODDS (%)
Bearish Trend 26 days ago
69%
Bearish Trend 25 days ago
80%
BollingerBands
ODDS (%)
Bearish Trend 4 days ago
65%
Bearish Trend 3 days ago
78%
Aroon
ODDS (%)
Bullish Trend 3 days ago
67%
Bullish Trend 3 days ago
76%
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CG
Daily Signalchanged days ago
Gain/Loss if bought
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SCHC
Daily Signalchanged days ago
Gain/Loss if bought
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SCHC and

Correlation & Price change

A.I.dvisor indicates that over the last year, SCHC has been closely correlated with APAM. These tickers have moved in lockstep 66% of the time. This A.I.-generated data suggests there is a high statistical probability that if SCHC jumps, then APAM could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To SCHC
1D Price
Change %
SCHC100%
-1.20%
APAM - SCHC
66%
Closely correlated
-1.56%
CE - SCHC
66%
Loosely correlated
-3.94%
BEN - SCHC
66%
Loosely correlated
-1.90%
CG - SCHC
64%
Loosely correlated
-3.21%
HBM - SCHC
62%
Loosely correlated
+0.83%
More