CG vs STEP
CG: Carlyle is one of the world's largest diversified global investment firms managing $477 billion across private equity, credit, and alternative investment solutions. STEP: StepStone Group is a global private markets investment firm that empowers institutional and private wealth clients with customized, technology-driven investment solutions across equity, debt, infrastructure, and real estate.
Side-by-side fundamentals
| Metric | CG | STEP | Edge |
|---|---|---|---|
| Price as of 2026-07-22 close | $44.08 | $41.11 | |
| Market cap as of 2026-07-23 | $15.9B | $4.9B | |
| P/E as of 2026-07-23 | 29.14 | n/a | |
| PEG as of 2026-07-23 | 2.32 | -0.03 | STEP lower |
| Net margin as of 2026-07-23 | +13.5% | -26.5% | CG higher |
| Gross margin as of 2026-07-23 | +70.2% | +72.6% | STEP higher |
| Operating margin as of 2026-07-23 | +18.8% | -50.3% | CG higher |
| ROE as of 2026-07-23 | +9.7% | -98.4% | CG higher |
| ROA as of 2026-07-23 | +2.0% | -9.7% | CG higher |
| Debt / equity as of 2026-07-23 | 2.62 | 1.75 | STEP lower |
| Revenue growth (YoY) as of 2026-07-23 | -28.9% | +70.8% | STEP higher |
| Revenue CAGR (3y) SEC XBRL | +2.5% | n/a | |
| Dividend yield as of 2026-07-23 | +3.1% | +2.7% | CG higher |
| Dividend streak (yrs) SEC XBRL | 3 | 5 | STEP higher |
| Beta as of 2026-07-23 | 1.84 | 1.28 | |
| 1-year return as of 2026-07-22 close | -26.2% | -32.6% | 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.