Carlyle vs Blackstone Which Is Superior?

Carlyle Group and Blackstone Group are both high-profile investment firms with a focus on alternative asset management. Carlyle Group is known for its diverse portfolio of private equity, real estate, and credit investments, while Blackstone Group is a global leader in private equity, real estate, hedge funds, and credit investments. Both firms have strong track records of delivering solid returns for investors, but they have different investment strategies and approaches that investors should consider when deciding between Carlyle vs Blackstone stocks.

Carlyle or Blackstone?

When comparing Carlyle and Blackstone, different investors may prioritize various metrics based on their investment strategies and goals. So, ask yourself what type of investor you are. This will guide you in determining which metrics are most important for your investment decision between Carlyle and Blackstone.

Dividend Investors:

Dividend investors look for stable and growing income streams, using dividend metrics to assess potential investments. A company's dividend yield essentially measures the size of its dividend relative to the total market value of the company. Carlyle has a dividend yield of 2.67%, while Blackstone has a dividend yield of 1.82%. Beyond the yield itself, considering the growth and sustainability of these dividends is also crucial. Carlyle reports a 5-year dividend growth of 2.09% year and a payout ratio of 535.91%. On the other hand, Blackstone reports a 5-year dividend growth of -1.93% year and a payout ratio of 196.69%.

Value Investors:

Value investors focus on financial metrics to determine a stock's intrinsic value compared to its market value. The Price-to-Earnings (P/E) Ratio links stock price to a company's earnings per share, with Carlyle P/E ratio at 159.05 and Blackstone's P/E ratio at 65.47. Another crucial valuation metric is the Price-to-Book (P/B) Ratio, which compares stock price with book value per share. Carlyle P/B ratio is 2.95 while Blackstone's P/B ratio is 20.78.

Growth Investors:

Growth investors prioritize metrics indicative of a company's expansion potential. Focusing on top-line growth, Carlyle has seen a 5-year revenue growth of -0.54%, while Blackstone's is 1.12%. Return on Equity (ROE) measures how effectively a company uses equity investment to generate earnings, with Carlyle's ROE at 2.11% and Blackstone's ROE at 32.22%.

Retail Investors:

Retail investors often consider stock affordability and company familiarity. For example, day low prices are $51.81 for Carlyle and $184.98 for Blackstone. Over the past year, Carlyle's prices ranged from $36.65 to $55.11, with a yearly change of 50.37%. Blackstone's prices fluctuated between $112.09 and $200.96, with a yearly change of 79.28%. Brand recognition also plays a role, as familiarity with a company can influence investment decisions.