CG
Price
$46.19
Change
-$1.53 (-3.21%)
Updated
Jun 13 closing price
Capitalization
16.93B
39 days until earnings call
WT
Price
$10.06
Change
-$0.18 (-1.76%)
Updated
Jun 13 closing price
Capitalization
1.38B
39 days until earnings call
Interact to see
Advertisement

CG vs WT

Header iconCG vs WT Comparison
Open Charts CG vs WTBanner chart's image
Carlyle Group (The)
Price$46.19
Change-$1.53 (-3.21%)
Volume$1.78M
Capitalization16.93B
WisdomTree
Price$10.06
Change-$0.18 (-1.76%)
Volume$1.3M
Capitalization1.38B
CG vs WT Comparison Chart
Loading...
CG
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
WT
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
View a ticker or compare two or three
VS
CG vs. WT commentary
Jun 16, 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 WT is a Hold.

Interact to see
Advertisement
COMPARISON
Comparison
Jun 16, 2025
Stock price -- (CG: $46.19 vs. WT: $10.06)
Brand notoriety: CG: Not notable vs. WT: Notable
Both companies represent the Investment Managers industry
Current volume relative to the 65-day Moving Average: CG: 60% vs. WT: 99%
Market capitalization -- CG: $16.93B vs. WT: $1.38B
CG [@Investment Managers] is valued at $16.93B. WT’s [@Investment Managers] market capitalization is $1.38B. 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 $6.13B.

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 whileWT’s FA Score has 2 green FA rating(s).

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

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 while WT’s TA Score has 4 bullish TA indicator(s).

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

Price Growth

CG (@Investment Managers) experienced а -0.19% price change this week, while WT (@Investment Managers) price change was +1.51% for 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.

WT is expected to report earnings on Jul 25, 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
Loading...
FUNDAMENTALS
Fundamentals
CG($16.9B) has a higher market cap than WT($1.38B). CG has higher P/E ratio than WT: CG (77.57) vs WT (14.19). WT YTD gains are higher at: -3.591 vs. CG (-7.212). WT has less debt than CG: WT (275M) vs CG (9.26B). CG has higher revenues than WT: CG (1.32B) vs WT (349M).
CGWTCG / WT
Capitalization16.9B1.38B1,226%
EBITDAN/A136M-
Gain YTD-7.212-3.591201%
P/E Ratio77.5714.19547%
Revenue1.32B349M379%
Total CashN/A188M-
Total Debt9.26B275M3,366%
FUNDAMENTALS RATINGS
CG vs WT: Fundamental Ratings
CG
WT
OUTLOOK RATING
1..100
5050
VALUATION
overvalued / fair valued / undervalued
1..100
35
Fair valued
46
Fair valued
PROFIT vs RISK RATING
1..100
4724
SMR RATING
1..100
2459
PRICE GROWTH RATING
1..100
5249
P/E GROWTH RATING
1..100
10010
SEASONALITY SCORE
1..100
n/an/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.

CG's Valuation (35) in the Investment Managers industry is in the same range as WT (46). This means that CG’s stock grew similarly to WT’s over the last 12 months.

WT's Profit vs Risk Rating (24) in the Investment Managers industry is in the same range as CG (47). This means that WT’s stock grew similarly to CG’s over the last 12 months.

CG's SMR Rating (24) in the Investment Managers industry is somewhat better than the same rating for WT (59). This means that CG’s stock grew somewhat faster than WT’s over the last 12 months.

WT's Price Growth Rating (49) in the Investment Managers industry is in the same range as CG (52). This means that WT’s stock grew similarly to CG’s over the last 12 months.

WT's P/E Growth Rating (10) in the Investment Managers industry is significantly better than the same rating for CG (100). This means that WT’s stock grew significantly faster than CG’s over the last 12 months.

TECHNICAL ANALYSIS
Technical Analysis
CGWT
RSI
ODDS (%)
Bearish Trend 3 days ago
67%
Bearish Trend 3 days ago
79%
Stochastic
ODDS (%)
Bearish Trend 3 days ago
63%
Bearish Trend 3 days ago
72%
Momentum
ODDS (%)
Bullish Trend 3 days ago
75%
Bullish Trend 3 days ago
71%
MACD
ODDS (%)
Bearish Trend 3 days ago
73%
Bullish Trend 3 days ago
78%
TrendWeek
ODDS (%)
Bearish Trend 3 days ago
69%
Bullish Trend 3 days ago
75%
TrendMonth
ODDS (%)
Bullish Trend 3 days ago
72%
Bullish Trend 3 days ago
74%
Advances
ODDS (%)
Bullish Trend 4 days ago
71%
Bullish Trend 5 days ago
77%
Declines
ODDS (%)
Bearish Trend 26 days ago
69%
Bearish Trend 3 days ago
64%
BollingerBands
ODDS (%)
Bearish Trend 4 days ago
65%
Bearish Trend 3 days ago
67%
Aroon
ODDS (%)
Bullish Trend 3 days ago
67%
Bullish Trend 3 days ago
69%
View a ticker or compare two or three
Interact to see
Advertisement
CG
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
WT
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
STOCK / NAMEPrice $Chg $Chg %
BRO106.62-0.18
-0.17%
Brown & Brown
LASR18.04-0.16
-0.88%
nLIGHT
HHH69.39-1.34
-1.89%
Howard Hughes Holdings
TLYS1.15-0.07
-5.74%
Tilly's
SVRE2.83-0.41
-12.65%
SaverOne 2014 Ltd

CG and

Correlation & Price change

A.I.dvisor indicates that over the last year, CG has been closely correlated with TPG. 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 TPG could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To CG
1D Price
Change %
CG100%
-3.21%
TPG - CG
86%
Closely correlated
-3.82%
KKR - CG
84%
Closely correlated
-3.12%
ARES - CG
83%
Closely correlated
-2.49%
BX - CG
83%
Closely correlated
-3.11%
JHG - CG
82%
Closely correlated
-2.38%
More

WT and

Correlation & Price change

A.I.dvisor indicates that over the last year, WT has been closely correlated with CG. These tickers have moved in lockstep 68% of the time. This A.I.-generated data suggests there is a high statistical probability that if WT jumps, then CG could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To WT
1D Price
Change %
WT100%
-1.76%
CG - WT
68%
Closely correlated
-3.21%
AMG - WT
66%
Closely correlated
-1.12%
BN - WT
66%
Loosely correlated
-2.30%
IVZ - WT
65%
Loosely correlated
-2.81%
KKR - WT
65%
Loosely correlated
-3.12%
More