COMP <GO>
CG vs OWL // EV/EBITDA & P/E VALUATION
The Carlyle Group Inc. (NASDAQ) VS. Blue Owl Capital Inc. (NYSE) • 15-METRIC TALLY: CG 5
— OWL 7
▲ EV/EBITDA & P/E VALUATION LEADER: CG
LAST: $40.18 (-0.96%) • MKT CAP: $14.46B
valuation
20.3x
LAST: $10.33 (-0.77%) • MKT CAP: $16.23B
valuation
44.4x
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (CG VS. OWL)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | CG | OWL | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 5.40% | 6.30% | -0.90 | OWL | /roic <GO> |
| EV/EBITDA & P/E Valuation ACTIVE | 20.3x | 44.4x | -24.10 | CG | /valuation <GO> |
| Free Cash Flow Yield | -18.00% | 7.38% | -25.38 | OWL | /fcf-yield <GO> |
| Operating Margin | 20.60% | 13.00% | +7.60 | CG | /operating-margins <GO> |
| Net Profit Margin | 16.90% | 10.60% | +6.30 | CG | /net-margins <GO> |
| Revenue Growth (YoY) | -11.90% | 25.00% | -36.90 | OWL | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 3.49% | 3.37% | +0.12 | CG | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 3/9 | 7/9 | -4.00 | OWL | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 57.2 | 63.6 | -6.40 | OWL | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.88 | 1.14 | -0.26 | OWL | /macro-sensitivity <GO> |
| Forward P/E Multiple | 16.6x | 44.6x | -28.00 | CG | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $14.46B | $16.23B | -$1.77B | OWL | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | CG REV | OWL REV | CG GROSS % | OWL GROSS % | CG FCF | OWL FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $4.78B | $2.87B | — | — | -$3.37B | $1.20B |
| FY 2024 | $5.43B | $2.30B | — | — | -$837.2M | $935.4M |
| FY 2023 | $2.96B | $1.73B | — | — | $71.5M | $871.2M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
CG // BETA 0.88
OWL // BETA 1.14