CG
Price
$63.45
Change
+$1.14 (+1.83%)
Updated
Jul 25 closing price
Capitalization
16.93B
11 days until earnings call
STEP
Price
$61.88
Change
+$0.77 (+1.26%)
Updated
Jul 25 closing price
Capitalization
2.3B
11 days until earnings call
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CG vs STEP

Header iconCG vs STEP Comparison
Open Charts CG vs STEPBanner chart's image
Carlyle Group (The)
Price$63.45
Change+$1.14 (+1.83%)
Volume$2.16M
Capitalization16.93B
StepStone Group
Price$61.88
Change+$0.77 (+1.26%)
Volume$302.17K
Capitalization2.3B
CG vs STEP Comparison Chart in %
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CG
Daily Signalchanged days ago
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STEP
Daily Signalchanged days ago
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CG vs. STEP commentary
Jul 27, 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 STEP is a StrongBuy.

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COMPARISON
Comparison
Jul 27, 2025
Stock price -- (CG: $63.45 vs. STEP: $61.88)
Brand notoriety: CG and STEP are both not notable
Both companies represent the Investment Managers industry
Current volume relative to the 65-day Moving Average: CG: 95% vs. STEP: 47%
Market capitalization -- CG: $16.93B vs. STEP: $2.3B
CG [@Investment Managers] is valued at $16.93B. STEP’s [@Investment Managers] market capitalization is $2.3B. The market cap for tickers in the [@Investment Managers] industry ranges from $124.17B to $0. The average market capitalization across the [@Investment Managers] industry is $6.22B.

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 whileSTEP’s FA Score has 1 green FA rating(s).

  • CG’s FA Score: 2 green, 3 red.
  • STEP’s FA Score: 1 green, 4 red.
According to our system of comparison, CG is a better buy in the long-term than STEP.

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 STEP’s TA Score has 6 bullish TA indicator(s).

  • CG’s TA Score: 3 bullish, 3 bearish.
  • STEP’s TA Score: 6 bullish, 4 bearish.
According to our system of comparison, STEP is a better buy in the short-term than CG.

Price Growth

CG (@Investment Managers) experienced а +5.45% price change this week, while STEP (@Investment Managers) price change was -1.48% for the same time period.

The average weekly price growth across all stocks in the @Investment Managers industry was +0.61%. For the same industry, the average monthly price growth was +8.47%, and the average quarterly price growth was +15.52%.

Reported Earning Dates

CG is expected to report earnings on Aug 06, 2025.

STEP is expected to report earnings on Aug 07, 2025.

Industries' Descriptions

@Investment Managers (+0.61% 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($16.9B) has a higher market cap than STEP($2.3B). CG has higher P/E ratio than STEP: CG (77.57) vs STEP (38.72). CG YTD gains are higher at: 27.461 vs. STEP (8.586). STEP has less debt than CG: STEP (242M) vs CG (9.26B). CG has higher revenues than STEP: CG (1.32B) vs STEP (527M).
CGSTEPCG / STEP
Capitalization16.9B2.3B736%
EBITDAN/A225M-
Gain YTD27.4618.586320%
P/E Ratio77.5738.72200%
Revenue1.32B527M251%
Total CashN/A174M-
Total Debt9.26B242M3,825%
FUNDAMENTALS RATINGS
CG: Fundamental Ratings
CG
OUTLOOK RATING
1..100
87
VALUATION
overvalued / fair valued / undervalued
1..100
44
Fair valued
PROFIT vs RISK RATING
1..100
33
SMR RATING
1..100
24
PRICE GROWTH RATING
1..100
38
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
CGSTEP
RSI
ODDS (%)
Bearish Trend 2 days ago
59%
Bearish Trend 2 days ago
66%
Stochastic
ODDS (%)
N/A
Bearish Trend 2 days ago
66%
Momentum
ODDS (%)
N/A
Bullish Trend 2 days ago
84%
MACD
ODDS (%)
N/A
Bullish Trend 2 days ago
81%
TrendWeek
ODDS (%)
Bullish Trend 2 days ago
73%
Bearish Trend 2 days ago
72%
TrendMonth
ODDS (%)
Bullish Trend 2 days ago
73%
Bullish Trend 2 days ago
81%
Advances
ODDS (%)
Bullish Trend 2 days ago
72%
Bullish Trend 10 days ago
78%
Declines
ODDS (%)
Bearish Trend 5 days ago
67%
Bearish Trend 5 days ago
72%
BollingerBands
ODDS (%)
Bearish Trend 2 days ago
54%
Bearish Trend 2 days ago
69%
Aroon
ODDS (%)
Bullish Trend 2 days ago
74%
Bullish Trend 2 days ago
82%
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CG
Daily Signalchanged days ago
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STEP
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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 87% 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%
+1.83%
KKR - CG
87%
Closely correlated
+1.31%
TPG - CG
86%
Closely correlated
+1.44%
ARES - CG
84%
Closely correlated
+3.13%
JHG - CG
83%
Closely correlated
+0.19%
BX - CG
82%
Closely correlated
-0.01%
More

STEP and

Correlation & Price change

A.I.dvisor indicates that over the last year, STEP has been closely correlated with JHG. These tickers have moved in lockstep 82% of the time. This A.I.-generated data suggests there is a high statistical probability that if STEP jumps, then JHG could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To STEP
1D Price
Change %
STEP100%
+1.26%
JHG - STEP
82%
Closely correlated
+0.19%
KKR - STEP
82%
Closely correlated
+1.31%
CG - STEP
82%
Closely correlated
+1.83%
ARES - STEP
81%
Closely correlated
+3.13%
HLNE - STEP
80%
Closely correlated
+0.19%
More