CG vs HLNE
CG: Carlyle is one of the world's largest diversified global investment firms managing $477 billion across private equity, credit, and alternative investment solutions. HLNE: A global private markets investment solutions provider managing $142 billion in discretionary assets and $905 billion in advisement for institutional and private wealth clients.
Side-by-side fundamentals
| Metric | CG | HLNE | Edge |
|---|---|---|---|
| Price as of 2026-07-22 close | $44.08 | $81.14 | |
| Market cap as of 2026-07-23 | $15.9B | $4.5B | |
| P/E as of 2026-07-23 | 29.14 | 18.01 | HLNE lower |
| PEG as of 2026-07-23 | 2.32 | 1.47 | HLNE lower |
| Net margin as of 2026-07-23 | +13.5% | +32.8% | HLNE higher |
| Gross margin as of 2026-07-23 | +70.2% | n/a | |
| Operating margin as of 2026-07-23 | +18.8% | +42.8% | HLNE higher |
| ROE as of 2026-07-23 | +9.7% | +29.5% | HLNE higher |
| ROA as of 2026-07-23 | +2.0% | +12.1% | HLNE higher |
| Debt / equity as of 2026-07-23 | 2.62 | 0.30 | HLNE lower |
| Revenue growth (YoY) as of 2026-07-23 | -28.9% | +6.5% | HLNE higher |
| Revenue CAGR (3y) SEC XBRL | +2.5% | +12.8% | HLNE higher |
| Dividend yield as of 2026-07-23 | +3.1% | +2.8% | CG higher |
| Dividend streak (yrs) SEC XBRL | 3 | n/a | |
| Beta as of 2026-07-23 | 1.84 | 1.20 | |
| 1-year return as of 2026-07-22 close | -26.2% | -44.5% | CG higher |
Fundamentals: Finnhub, as of 2026-07-23. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-22.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date; "Edge" cells are a pure numeric comparison, not a recommendation.