CG
Price
$55.70
Change
+$1.25 (+2.30%)
Updated
Jul 3 closing price
Capitalization
16.93B
18 days until earnings call
STT
Price
$110.31
Change
+$0.82 (+0.75%)
Updated
Jul 3 closing price
Capitalization
23.35B
9 days until earnings call
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CG vs STT

Header iconCG vs STT Comparison
Open Charts CG vs STTBanner chart's image
Carlyle Group (The)
Price$55.70
Change+$1.25 (+2.30%)
Volume$1.75M
Capitalization16.93B
State Street
Price$110.31
Change+$0.82 (+0.75%)
Volume$1.17M
Capitalization23.35B
CG vs STT Comparison Chart in %
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CG
Daily Signalchanged days ago
Gain/Loss if bought
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STT
Daily Signalchanged days ago
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CG vs. STT commentary
Jul 06, 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 STT is a Buy.

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COMPARISON
Comparison
Jul 06, 2025
Stock price -- (CG: $55.70 vs. STT: $110.31)
Brand notoriety: CG and STT are both not notable
Both companies represent the Investment Managers industry
Current volume relative to the 65-day Moving Average: CG: 71% vs. STT: 65%
Market capitalization -- CG: $16.93B vs. STT: $23.35B
CG [@Investment Managers] is valued at $16.93B. STT’s [@Investment Managers] market capitalization is $23.35B. 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 $6.16B.

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 whileSTT’s FA Score has 3 green FA rating(s).

  • CG’s FA Score: 1 green, 4 red.
  • STT’s FA Score: 3 green, 2 red.
According to our system of comparison, both CG and STT 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 STT’s TA Score has 5 bullish TA indicator(s).

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

Price Growth

CG (@Investment Managers) experienced а +9.93% price change this week, while STT (@Investment Managers) price change was +5.44% for the same time period.

The average weekly price growth across all stocks in the @Investment Managers industry was +2.13%. For the same industry, the average monthly price growth was +6.49%, and the average quarterly price growth was +10.30%.

Reported Earning Dates

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

STT is expected to report earnings on Jul 15, 2025.

Industries' Descriptions

@Investment Managers (+2.13% 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
STT($23.3B) has a higher market cap than CG($16.9B). CG has higher P/E ratio than STT: CG (77.57) vs STT (13.84). STT YTD gains are higher at: 15.058 vs. CG (11.892). CG has less debt than STT: CG (9.26B) vs STT (21.5B). STT has higher revenues than CG: STT (11.9B) vs CG (1.32B).
CGSTTCG / STT
Capitalization16.9B23.3B73%
EBITDAN/AN/A-
Gain YTD11.89215.05879%
P/E Ratio77.5713.84560%
Revenue1.32B11.9B11%
Total CashN/A4.05B-
Total Debt9.26B21.5B43%
FUNDAMENTALS RATINGS
CG vs STT: Fundamental Ratings
CG
STT
OUTLOOK RATING
1..100
4750
VALUATION
overvalued / fair valued / undervalued
1..100
40
Fair valued
37
Fair valued
PROFIT vs RISK RATING
1..100
4132
SMR RATING
1..100
248
PRICE GROWTH RATING
1..100
396
P/E GROWTH RATING
1..100
10067
SEASONALITY SCORE
1..100
n/a33

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.

STT's Valuation (37) in the Regional Banks industry is in the same range as CG (40) in the Investment Managers industry. This means that STT’s stock grew similarly to CG’s over the last 12 months.

STT's Profit vs Risk Rating (32) in the Regional Banks industry is in the same range as CG (41) in the Investment Managers industry. This means that STT’s stock grew similarly to CG’s over the last 12 months.

STT's SMR Rating (8) in the Regional Banks industry is in the same range as CG (24) in the Investment Managers industry. This means that STT’s stock grew similarly to CG’s over the last 12 months.

STT's Price Growth Rating (6) in the Regional Banks industry is somewhat better than the same rating for CG (39) in the Investment Managers industry. This means that STT’s stock grew somewhat faster than CG’s over the last 12 months.

STT's P/E Growth Rating (67) in the Regional Banks industry is somewhat better than the same rating for CG (100) in the Investment Managers industry. This means that STT’s stock grew somewhat faster than CG’s over the last 12 months.

TECHNICAL ANALYSIS
Technical Analysis
CGSTT
RSI
ODDS (%)
Bearish Trend 4 days ago
59%
Bearish Trend 4 days ago
68%
Stochastic
ODDS (%)
Bearish Trend 4 days ago
60%
Bearish Trend 4 days ago
60%
Momentum
ODDS (%)
Bullish Trend 4 days ago
81%
Bullish Trend 4 days ago
68%
MACD
ODDS (%)
Bullish Trend 4 days ago
77%
Bullish Trend 4 days ago
70%
TrendWeek
ODDS (%)
Bullish Trend 4 days ago
72%
Bullish Trend 4 days ago
67%
TrendMonth
ODDS (%)
Bullish Trend 4 days ago
72%
Bullish Trend 4 days ago
62%
Advances
ODDS (%)
Bullish Trend 4 days ago
71%
Bullish Trend 4 days ago
64%
Declines
ODDS (%)
N/A
N/A
BollingerBands
ODDS (%)
Bearish Trend 4 days ago
59%
Bearish Trend 4 days ago
70%
Aroon
ODDS (%)
Bullish Trend 4 days ago
74%
Bullish Trend 4 days ago
61%
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CG
Daily Signalchanged days ago
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STT
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 86% 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%
+2.30%
KKR - CG
86%
Closely correlated
+3.03%
TPG - CG
86%
Closely correlated
+0.75%
ARES - CG
84%
Closely correlated
-0.01%
BX - CG
83%
Closely correlated
+1.02%
JHG - CG
83%
Closely correlated
+0.47%
More

STT and

Correlation & Price change

A.I.dvisor indicates that over the last year, STT has been closely correlated with NTRS. These tickers have moved in lockstep 80% of the time. This A.I.-generated data suggests there is a high statistical probability that if STT jumps, then NTRS could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To STT
1D Price
Change %
STT100%
+0.75%
NTRS - STT
80%
Closely correlated
-0.27%
BN - STT
78%
Closely correlated
+2.67%
BLK - STT
77%
Closely correlated
+1.08%
CG - STT
76%
Closely correlated
+2.30%
PFG - STT
76%
Closely correlated
+0.61%
More