WallStSmart

The Carlyle Group Inc. 4.625% Subordinated Notes due 2061 (CGABL)vsAffiliated Managers Group, Inc. (MGRB)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

MGRB leads profitability with a 0.0% profit margin vs 0.0%. CGABL earns a higher WallStSmart Score of 30/100 (F).

CGABL

Avoid

30

out of 100

Grade: F

Growth: 4.0Profit: 4.0Value: 5.0Quality: 5.3
Piotroski: 2/9Altman Z: 0.55

MGRB

Avoid

24

out of 100

Grade: F

Growth: 4.0Profit: 4.5Value: 5.0Quality: 6.0
Piotroski: 5/9Altman Z: 2.49

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

CGABL0 strengths · Avg: 0/10

No standout strengths identified

MGRB0 strengths · Avg: 0/10

No standout strengths identified

Areas to Watch

CGABL4 concerns · Avg: 3.5/10
Revenue GrowthGrowth
0.0%4/10

0.0% revenue growth

EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Return on EquityProfitability
7.4%3/10

ROE of 7.4% — below average capital efficiency

Profit MarginProfitability
0.0%3/10

0.0% margin — thin

MGRB4 concerns · Avg: 3.5/10
Revenue GrowthGrowth
0.0%4/10

0.0% revenue growth

EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Profit MarginProfitability
0.0%3/10

0.0% margin — thin

Operating MarginProfitability
0.0%3/10

Operating margin of 0.0%

Comparative Analysis Report

WallStSmart Research

Bull Case : CGABL

CGABL has a balanced fundamental profile.

Bull Case : MGRB

MGRB has a balanced fundamental profile.

Bear Case : CGABL

The primary concerns for CGABL are Revenue Growth, EPS Growth, Return on Equity.

Bear Case : MGRB

The primary concerns for MGRB are Revenue Growth, EPS Growth, Profit Margin.

Key Dynamics to Monitor

MGRB is growing revenue faster at 0.0% — sustainability is the question.

MGRB generates stronger free cash flow (300M), providing more financial flexibility.

Monitor NONE industry trends, competitive dynamics, and regulatory changes.

Bottom Line

CGABL scores higher overall (30/100 vs 24/100). Both earn "Avoid" and "Avoid" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

The Carlyle Group Inc. 4.625% Subordinated Notes due 2061

NONE · NONE · USA

The Carlyle Group Inc. 4.625% Subordinated Notes due 2061 present a compelling fixed-income investment opportunity emanating from a leading global investment manager with a distinguished history in private equity, credit, and real assets. With a competitive yield reflecting its strong market positioning and commitment to operational excellence, Carlyle is poised for continued growth, further enhancing the appeal of these subordinated notes. As the firm strategically expands its international footprint and fine-tunes its portfolio management, investors can anticipate consistent long-term income from these securities, positioned within a diversified capital structure.

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Affiliated Managers Group, Inc.

NONE · NONE · USA

Affiliated Managers Group, Inc. (MGRB) is a prominent asset management firm that strategically collaborates with a diverse network of independent investment management companies to amplify their investment capabilities across multiple strategies and asset classes. Renowned for its commitment to innovation and historical performance, MGRB is well-equipped to offer compelling investment opportunities tailored to institutional investors' needs. The company's focus on maximizing shareholder value, backed by significant resources and extensive expertise, positions it as a key partner for navigating complex market environments and attaining sustainable growth while achieving robust portfolio diversification.

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