The Carlyle Group (CG) Competitors

Morningstar (NASDAQ:MORN) and The Carlyle Group (NASDAQ:CG) are both large-cap business services companies, but which is the superior business? We will compare the two businesses based on the strength of their community ranking, valuation, earnings, dividends, risk, media sentiment, profitability, analyst recommendations and institutional ownership.

Does the MarketBeat Community believe in MORN or CG?

The Carlyle Group received 293 more outperform votes than Morningstar when rated by MarketBeat users. However, 57.48% of users gave Morningstar an outperform vote while only 56.69% of users gave The Carlyle Group an outperform vote.

Company	Underperform	Outperform
Morningstar	Outperform Votes 296 57.48%	Underperform Votes 219 42.52%
The Carlyle Group	Outperform Votes 589 56.69%	Underperform Votes 450 43.31%

Do analysts prefer MORN or CG?

Morningstar currently has a consensus target price of $360.67, suggesting a potential upside of 6.84%. The Carlyle Group has a consensus target price of $53.33, suggesting a potential upside of 5.69%. Given Morningstar's stronger consensus rating and higher probable upside, equities analysts plainly believe Morningstar is more favorable than The Carlyle Group.

Company	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Morningstar	0 Sell rating(s)	1 Hold rating(s)	2 Buy rating(s)	0 Strong Buy rating(s)	2.67
The Carlyle Group	0 Sell rating(s)	9 Hold rating(s)	6 Buy rating(s)	0 Strong Buy rating(s)	2.40

Is MORN or CG more profitable?

Morningstar has a net margin of 14.69% compared to The Carlyle Group's net margin of 2.21%. The Carlyle Group's return on equity of 24.91% beat Morningstar's return on equity.

Company	Net Margins	Return on Equity	Return on Assets
Morningstar	14.69%	23.28%	9.66%
The Carlyle Group	2.21%	24.91%	6.76%

Do institutionals and insiders have more ownership in MORN or CG?

57.0% of Morningstar shares are held by institutional investors. Comparatively, 55.9% of The Carlyle Group shares are held by institutional investors. 39.9% of Morningstar shares are held by company insiders. Comparatively, 27.2% of The Carlyle Group shares are held by company insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a stock will outperform the market over the long term.

Is MORN or CG a better dividend stock?

Morningstar pays an annual dividend of $1.62 per share and has a dividend yield of 0.5%. The Carlyle Group pays an annual dividend of $1.40 per share and has a dividend yield of 2.8%. Morningstar pays out 21.4% of its earnings in the form of a dividend. The Carlyle Group pays out 482.8% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Morningstar has raised its dividend for 15 consecutive years.

Does the media refer more to MORN or CG?

In the previous week, Morningstar had 8 more articles in the media than The Carlyle Group. MarketBeat recorded 24 mentions for Morningstar and 16 mentions for The Carlyle Group. The Carlyle Group's average media sentiment score of 0.68 beat Morningstar's score of 0.30 indicating that The Carlyle Group is being referred to more favorably in the news media.

Company	Very Positive	Positive	Neutral	Negative	Very Negative	Overall Sentiment
Morningstar	9 Very Positive mention(s)	2 Positive mention(s)	5 Neutral mention(s)	3 Negative mention(s)	0 Very Negative mention(s)	Neutral
The Carlyle Group	6 Very Positive mention(s)	2 Positive mention(s)	4 Neutral mention(s)	0 Negative mention(s)	0 Very Negative mention(s)	Positive

Which has preferable earnings & valuation, MORN or CG?

Morningstar has higher earnings, but lower revenue than The Carlyle Group. Morningstar is trading at a lower price-to-earnings ratio than The Carlyle Group, indicating that it is currently the more affordable of the two stocks.

Company	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Morningstar	$2.04B	7.10	$141.10M	$7.57	44.59
The Carlyle Group	$2.96B	6.09	-$608.40M	$0.29	174.00

Which has more volatility and risk, MORN or CG?

Morningstar has a beta of 1.18, meaning that its share price is 18% more volatile than the S&P 500. Comparatively, The Carlyle Group has a beta of 1.7, meaning that its share price is 70% more volatile than the S&P 500.

Summary

Morningstar beats The Carlyle Group on 13 of the 21 factors compared between the two stocks.