COMP <GO>
CG vs BEN // 10Y YIELD & FRED MACRO BETA
The Carlyle Group Inc. (NASDAQ) VS. Franklin Templeton Inc. (NYSE) • 15-METRIC TALLY: CG 6
— BEN 6
▲ 10Y YIELD & FRED MACRO BETA LEADER: BEN
LAST: $40.18 (-0.96%) • MKT CAP: $14.46B
macro-sensitivity
0.88
LAST: $31.64 (-2.16%) • MKT CAP: $16.43B
macro-sensitivity
0.95
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (CG VS. BEN)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | CG | BEN | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 5.40% | 3.00% | +2.40 | CG | /roic <GO> |
| EV/EBITDA & P/E Valuation | 20.3x | 27.4x | -7.10 | CG | /valuation <GO> |
| Free Cash Flow Yield | -18.00% | 5.55% | -23.55 | BEN | /fcf-yield <GO> |
| Operating Margin | 20.60% | 6.90% | +13.70 | CG | /operating-margins <GO> |
| Net Profit Margin | 16.90% | 6.00% | +10.90 | CG | /net-margins <GO> |
| Revenue Growth (YoY) | -11.90% | 3.50% | -15.40 | BEN | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 3.49% | 4.16% | -0.67 | BEN | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 3/9 | 8/9 | -5.00 | BEN | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 57.2 | 53.6 | +3.60 | CG | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta ACTIVE | 0.88 | 0.95 | -0.07 | BEN | /macro-sensitivity <GO> |
| Forward P/E Multiple | 16.6x | 29.1x | -12.50 | CG | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $14.46B | $16.43B | -$1.97B | BEN | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | CG REV | BEN REV | CG GROSS % | BEN GROSS % | CG FCF | BEN FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $4.78B | $8.77B | — | — | -$3.37B | $911.6M |
| FY 2024 | $5.43B | $8.48B | — | — | -$837.2M | $794.2M |
| FY 2023 | $2.96B | $7.85B | — | — | $71.5M | $736.0M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
CG // BETA 0.88
BEN // BETA 0.95