How comparing works here

How do I compare two companies?

Type the tickers into the box above — up to five at once. Every row is read from the companies' own annual filings, so a comparison shows the same measure computed the same way for each of them rather than whatever each company chose to highlight.

Can I compare an ETF with a stock?

Yes, and the table changes to suit. Two funds are compared on cost, income, spread and record, because revenue growth and debt mean nothing for a fund. A fund against a company shows only what both of them have.

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Put up to 4 companies, funds, commodities or coins next to each other — health, valuation, growth and performance.

Every row is computed the same way for every column, from each company's own annual filing, so a comparison is not a collection of whichever figures each of them chose to put in a press release. Funds are compared on what a fund is actually judged on: cost, income, spread and record.

Relative performance

Rebased so every symbol starts at 0%

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Side by side

Latest annual figures from each company's filings

MetricCGCarlyle Group Inc.TROWPRICE T ROWE GROUP INCPSPERSHING SQUARE INC.TPGTPG Inc.Median of the restexcluding CG
TypeCompanyCompanyCompanyCompany
Price
$39.20▲ 1.93 (5.18%)
$103.29▲ 1.16 (1.14%)
$45.04▼ 1.74 (3.72%)
$46.17▲ 2.09 (4.74%)
Health scoreComposite of profitability, growth, debt and accounting quality.4.7/107.3/104.7/107.3/107.3/10
Market value$14.01B$22.58B$18.02B$6.41B
Revenue$4.78B$7.31B$750.0M$2.42B
Profit$808.7M$2.09B-$210.1M$184.6M
Revenue growthChange in sales versus the prior year.-11.9%3.1%64.7%16.1%16.1%
Gross marginShare of sales left after the direct cost of producing them.——94.6%—94.6%
Operating marginShare of sales left after running the business, before interest and tax.—29.9%-47.2%—-8.7%
Profit marginProfit kept from each dollar of sales.16.9%28.5%-28.0%7.6%7.6%
Free cash flow marginCash left after capital spending, as a share of sales.-70.6%20.2%-18.0%—1.1%
Return on equityProfit against the owners' stake in the company.11.5%19.2%-12.3%4.5%4.5%
Return on invested capital (approx.)Operating profit after tax against equity plus debt, less cash. Cash here excludes short-term investments, so this runs low for cash-rich companies.—21.2%-14.5%—3.4%
P/E ratioPrice paid per dollar of annual profit.17.32x10.82x—34.74x22.78x
EV / EBITDA (approx.)Market value plus debt less cash, against operating profit before depreciation. Cash excludes short-term investments, so this runs high for cash-rich companies.—————
Price to book1.99x2.08x10.56x1.55x2.08x
Debt to equityTotal liabilities compared with owners' stake.3.13x0.21x0.60x2.26x0.60x
Piotroski F-ScoreNine checks of financial strength. Higher is stronger.2/63/62/94/73.0
Bankruptcy riskAltman Z-Score zone.n/a for banksn/a for banksn/a for banksn/a for banks

How CG compares with the others

  • CG's profit margin of 16.9% is higher than the median of the other companies selected (7.6%).
  • Its revenue grew more slowly than the median of the other companies selected: -11.9% against 16.1%.
  • It trades at a lower P/E than the median of the other companies selected: 17.3x against 22.8x.
  • Its liabilities are higher relative to equity than the median of the other companies selected: 3.1x against 0.6x.

Measured against the other companies entered, from each one's latest annual filing. A difference describes the companies; it does not rank them.