Carlyle Group Inc (CG)vsJPMorgan Chase & Co (JPM)
CG
Carlyle Group Inc
$44.70
-3.81%
FINANCIAL SERVICES · Cap: $16.58B
JPM
JPMorgan Chase & Co
$350.99
+1.78%
FINANCIAL SERVICES · Cap: $900.78B
Smart Verdict
WallStSmart Research — data-driven comparison
JPMorgan Chase & Co generates 5635% more annual revenue ($186.33B vs $3.25B). JPM leads profitability with a 34.9% profit margin vs 16.8%. CG appears more attractively valued with a PEG of 1.00. JPM earns a higher WallStSmart Score of 81/100 (A-).
CG
Buy54
out of 100
Grade: C-
JPM
Exceptional Buy81
out of 100
Grade: A-
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 70.2% YoY
Growing faster than its price suggests
Reasonable price relative to book value
Mega-cap, among the largest globally
Keeps 35 of every $100 in revenue as profit
Strong operational efficiency at 50.4%
Revenue surging 30.4% year-over-year
Attractively priced relative to earnings
Reasonable price relative to book value
Areas to Watch
Premium valuation, high expectations priced in
Weak financial health signals
Revenue declined 94.1%
Distress zone — elevated risk
Expensive relative to growth rate
Negative free cash flow — burning cash
Distress zone — elevated risk
Elevated debt levels
Comparative Analysis Report
WallStSmart ResearchBull Case : CG
The strongest argument for CG centers on EPS Growth, PEG Ratio, Price/Book. Profitability is solid with margins at 16.8% and operating margin at -233.9%. PEG of 1.00 suggests the stock is reasonably priced for its growth.
Bull Case : JPM
The strongest argument for JPM centers on Market Cap, Profit Margin, Operating Margin. Profitability is solid with margins at 34.9% and operating margin at 50.4%. Revenue growth of 30.4% demonstrates continued momentum.
Bear Case : CG
The primary concerns for CG are P/E Ratio, Piotroski F-Score, Revenue Growth. Debt-to-equity of 2.71 is elevated, increasing financial risk.
Bear Case : JPM
The primary concerns for JPM are PEG Ratio, Free Cash Flow, Altman Z-Score. Debt-to-equity of 3.30 is elevated, increasing financial risk.
Key Dynamics to Monitor
CG profiles as a declining stock while JPM is a growth play — different risk/reward profiles.
CG carries more volatility with a beta of 1.83 — expect wider price swings.
JPM is growing revenue faster at 30.4% — sustainability is the question.
CG generates stronger free cash flow (441M), providing more financial flexibility.
Bottom Line
JPM scores higher overall (81/100 vs 54/100), backed by strong 34.9% margins and 30.4% revenue growth. Both earn "Exceptional Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Carlyle Group Inc
FINANCIAL SERVICES · ASSET MANAGEMENT · USA
Carlyle Group Inc (CG) is a leading global investment firm specializing in private equity and alternative asset management, recognized for its innovative investment strategies across multiple sectors. With a robust footprint in North America, Europe, and Asia, Carlyle utilizes its extensive market knowledge and deep industry connections to generate superior returns for institutional investors. The firm's disciplined investment approach and dedication to value creation have established it as a premier partner for institutions seeking resilient and diversified opportunities within the alternative investment landscape.
JPMorgan Chase & Co
FINANCIAL SERVICES · BANKS - DIVERSIFIED · USA
JPMorgan Chase & Co. is an American multinational investment bank and financial services holding company headquartered in New York City. JPMorgan Chase is incorporated in Delaware. As a Bulge Bracket bank, it is a major provider of various investment banking and financial services. It is one of America's Big Four banks, along with Bank of America, Citigroup, and Wells Fargo. JPMorgan Chase is considered to be a universal bank and a custodian bank. The J.P. Morgan brand is used by the investment banking, asset management, private banking, private wealth management, and treasury services divisions.
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