CG
Price
$63.75
Change
-$0.00 (-0.00%)
Updated
Sep 8, 02:33 PM (EDT)
Capitalization
23.06B
64 days until earnings call
SMOT
Price
$36.46
Change
-$0.08 (-0.22%)
Updated
Sep 8, 01:23 PM (EDT)
Net Assets
442.15M
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CG vs SMOT

Header iconCG vs SMOT Comparison
Open Charts CG vs SMOTBanner chart's image
Carlyle Group (The)
Price$63.75
Change-$0.00 (-0.00%)
Volume$500
Capitalization23.06B
VanEck Morningstar SMID Moat ETF
Price$36.46
Change-$0.08 (-0.22%)
Volume$171
Net Assets442.15M
CG vs SMOT Comparison Chart in %
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CG
Daily Signalchanged days ago
Gain/Loss if bought
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SMOT
Daily Signalchanged days ago
Gain/Loss if bought
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CG vs. SMOT commentary
Sep 08, 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 SMOT is a StrongBuy.

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COMPARISON
Comparison
Sep 08, 2025
Stock price -- (CG: $63.75)
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 2 FA rating(s) are green while.

  • CG’s FA Score: 2 green, 3 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 3 TA indicator(s) are bullish.

  • CG’s TA Score: 3 bullish, 3 bearish.

Price Growth

CG (@Investment Managers) experienced а -1.25% price change this weekfor the same time period.

The average weekly price growth across all stocks in the @Investment Managers industry was -0.29%. For the same industry, the average monthly price growth was +2.57%, and the average quarterly price growth was +44.92%.

Reported Earning Dates

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

Industries' Descriptions

@Investment Managers (-0.29% 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
27
Undervalued
PROFIT vs RISK RATING
1..100
34
SMR RATING
1..100
31
PRICE GROWTH RATING
1..100
39
P/E GROWTH RATING
1..100
100
SEASONALITY SCORE
1..100
50

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
CGSMOT
RSI
ODDS (%)
Bearish Trend 4 days ago
58%
Bearish Trend 4 days ago
88%
Stochastic
ODDS (%)
Bearish Trend 4 days ago
65%
Bearish Trend 4 days ago
78%
Momentum
ODDS (%)
Bullish Trend 4 days ago
70%
Bullish Trend 4 days ago
84%
MACD
ODDS (%)
N/A
Bullish Trend 4 days ago
69%
TrendWeek
ODDS (%)
Bearish Trend 4 days ago
66%
Bearish Trend 4 days ago
77%
TrendMonth
ODDS (%)
Bullish Trend 4 days ago
74%
Bullish Trend 4 days ago
81%
Advances
ODDS (%)
Bullish Trend 18 days ago
73%
Bullish Trend 4 days ago
82%
Declines
ODDS (%)
Bearish Trend 6 days ago
66%
Bearish Trend 6 days ago
79%
BollingerBands
ODDS (%)
N/A
Bearish Trend 4 days ago
71%
Aroon
ODDS (%)
Bullish Trend 4 days ago
73%
Bullish Trend 5 days ago
83%
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CG
Daily Signalchanged days ago
Gain/Loss if bought
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SMOT
Daily Signalchanged days ago
Gain/Loss if bought
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SMOT and

Correlation & Price change

A.I.dvisor indicates that over the last year, SMOT has been closely correlated with DOV. These tickers have moved in lockstep 86% of the time. This A.I.-generated data suggests there is a high statistical probability that if SMOT jumps, then DOV could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To SMOT
1D Price
Change %
SMOT100%
+0.19%
DOV - SMOT
86%
Closely correlated
-0.34%
FTV - SMOT
84%
Closely correlated
+0.61%
EVR - SMOT
83%
Closely correlated
+0.20%
CG - SMOT
82%
Closely correlated
-1.82%
TRU - SMOT
82%
Closely correlated
+1.12%
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