Reviewing CI Financial (NYSE:CIXXF) & The Carlyle Group (NASDAQ:CG)
2025-04-26T05:28:56Z
The Carlyle Group (NASDAQ:CG – Get Free Report) and CI Financial (NYSE:CIXXF – Get Free Report) are both finance companies, but which is the superior stock? We will contrast the two companies based on the strength of their risk, analyst recommendations, divid…
The Carlyle Group (NASDAQ:CG – Get Free Report) and CI Financial (NYSE:CIXXF – Get Free Report) are both finance companies, but which is the superior stock? We will contrast the two companies based on the strength of their risk, analyst recommendations, dividends, earnings, profitability, valuation and institutional ownership.
Institutional and Insider Ownership
55.9% of The Carlyle Group shares are owned by institutional investors. 27.2% of The Carlyle Group shares are owned by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company is poised for long-term growth.
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Profitability
This table compares The Carlyle Group and CI Financial’s net margins, return on equity and return on assets.
Net Margins Return on Equity Return on Assets The Carlyle Group 18.81% 24.02% 6.53% CI Financial -2.28% 57.73% 5.23%
Earnings & Valuation
Gross Revenue Price/Sales Ratio Net Income Earnings Per Share Price/Earnings Ratio The Carlyle Group $3.40 billion 4.14 $1.02 billion $2.78 14.04 CI Financial $2.03 billion 1.60 $3.72 million ($2.08) -10.83
This table compares The Carlyle Group and CI Financial”s revenue, earnings per share and valuation.
The Carlyle Group has higher revenue and earnings than CI Financial. CI Financial is trading at a lower price-to-earnings ratio than The Carlyle Group, indicating that it is currently the more affordable of the two stocks.
Analyst Recommendations
This is a breakdown of current recommendations and price targets for The Carlyle Group and CI Financial, as provided by MarketBeat.
Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score The Carlyle Group 1 10 6 0 2.29 CI Financial 2 1 0 0 1.33
The Carlyle Group currently has a consensus price target of $50.71, suggesting a potential upside of 29.92%. Given The Carlyle Group’s stronger consensus rating and higher possible upside, research analysts clearly believe The Carlyle Group is more favorable than CI Financial.
Volatility & Risk
The Carlyle Group has a beta of 1.72, meaning that its share price is 72% more volatile than the S&P 500. Comparatively, CI Financial has a beta of 1.36, meaning that its share price is 36% more volatile than the S&P 500.
Dividends
The Carlyle Group pays an annual dividend of $1.40 per share and has a dividend yield of 3.6%. CI Financial pays an annual dividend of $0.55 per share and has a dividend yield of 2.4%. The Carlyle Group pays out 50.4% of its earnings in the form of a dividend. CI Financial pays out -26.4% of its earnings in the form of a dividend. Both companies have healthy payout ratios and should be able to cover their dividend payments with earnings for the next several years.
Summary
The Carlyle Group beats CI Financial on 14 of the 16 factors compared between the two stocks.
About The Carlyle Group
(Get Free Report)
The Carlyle Group Inc. is an investment firm specializing in direct and fund of fund investments. Within direct investments, it specializes in management-led/ Leveraged buyouts, privatizations, divestitures, strategic minority equity investments, structured credit, global distressed and corporate opportunities, small and middle market, equity private placements, consolidations and buildups, senior debt, mezzanine and leveraged finance, and venture and growth capital financings, seed/startup, early venture, emerging growth, turnaround, mid venture, late venture, PIPES. The firm invests across four segments which include Corporate Private Equity, Real Assets, Global Market Strategies, and Solutions. The firm typically invests in industrial, agribusiness, ecological sector, fintech, airports, parking, Plastics, Rubber, diversified natural resources, minerals, farming, aerospace, defense, automotive, consumer, retail, industrial, infrastructure, energy, power, healthcare, software, software enabled services, semiconductors, communications infrastructure, financial technology, utilities, gaming, systems and related supply chain, electronic systems, systems, oil and gas, processing facilities, power generation assets, technology, systems, real estate, financial services, transportation, business services, telecommunications, media, and logistics sectors. Within the industrial sector, the firm invests in manufacturing, building products, packaging, chemicals, metals and mining, forestry and paper products, and industrial consumables and services. In consumer and retail sectors, it invests in food and beverage, retail, restaurants, consumer products, domestic consumption, consumer services, personal care products, direct marketing, and education. Within aerospace, defense, business services, and government services sectors, it seeks to invest in defense electronics, manufacturing and services, government contracting and services, information technology, distribution companies. In telecommunication and media sectors, it invests in cable TV, directories, publishing, entertainment and content delivery services, wireless infrastructure/services, fixed line networks, satellite services, broadband and Internet, and infrastructure. Within real estate, the firm invests in office, hotel, industrial, retail, for sale residential, student housing, hospitality, multifamily residential, homebuilding and building products, and senior living sectors. The firm seeks to make investments in growing business including those with overleveraged balance sheets. The firm seeks to hold its investments for four to six years. In the healthcare sector, it invests in healthcare services, outsourcing services, companies running clinical trials for pharmaceutical companies, managed care, pharmaceuticals, pharmaceutical related services, healthcare IT, medical, products, and devices. It seeks to invest in companies based in Sub-Saharan focusing on Ghana, Kenya, Mozambique, Botswana, Nigeria, Uganda, West Africa, North Africa and South Africa focusing on Tanzania and Zambia; Asia focusing on Pakistan, India, South East Asia, Indonesia, Philippines, Vietnam, Korea, and Japan; Australia; New Zealand; Europe focusing on France, Italy, Denmark, United Kingdom, Germany, Austria, Belgium, Finland, Iceland, Ireland, Netherlands, Norway, Portugal, Spain, Benelux , Sweden, Switzerland, Hungary, Poland, and Russia; Middle East focusing on Bahrain, Jordan, Kuwait, Lebanon, Oman, Qatar, Saudi Arabia, Turkey, and UAE; North America focusing on United States which further invest in Southeastern United States, Texas, Boston, San Francisco Bay Area and Pacific Northwest; Asia Pacific; Soviet Union, Central-Eastern Europe, and Israel; Nordic region; and South America focusing on Mexico, Argentina, Brazil, Chile, and Peru. The firm seeks to invest in food, financial, and healthcare industries in Western China. In the real estate sector, the firm seeks to invest in various locations across Europe focusing on France and Central Europe, United States, Asia focusing on China, and Latin America. It typically invests between $1 million and $50 million for venture investments and between $50 million and $2 billion for buyouts in companies with enterprise value of between $31.57 million and $1000 million and sales value of $10 million and $500 million. It seeks to invest in companies with market capitalization greater than $50 million and EBITDA between $5 million to $25 million. It prefers to take a majority or a minority stake. While investing in Japan, it does not invest in companies with more than 1,000 employees and prefers companies’ worth between $100 million and $150 million. The firm originates, structures, and acts as lead equity investor in the transactions. The Carlyle Group Inc. was founded in 1987 and is based in Washington, District of Columbia with additional offices in 21 countries across 5 continents (North America, South America, Asia, Australia and Europe).
About CI Financial
(Get Free Report)
CI Financial Corp. is a publicly owned asset management holding company. Through its subsidiaries, the firm manages separate client focused equity, fixed income, and alternative investments portfolios. It also manages mutual funds, hedge funds, and fund of funds for its clients through its subsidiaries. The firm was founded in 1965 and is based in Toronto, Canada with additional offices in Vancouver, Canada; Calgary, Canada; and Montreal, Canada.
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