Carlyle Group (CG) vs Invesco (IVZ)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 8, 2026.
Summary
Invesco (IVZ) has outperformed Carlyle Group (CG) over the past year, gaining 26.6% versus a loss of 36.6%. Over five years, IVZ leads with a +21.6% price change compared with -25.4% for CG. Carlyle Group is the larger company by market cap ($13.68 billion vs $13.28 billion), about 1.0 times the size, while Invesco is growing revenue faster (+5.1% vs -11.9%).
On valuation, Carlyle Group trades at a lower forward P/E (7.6x vs 9.2x for Invesco). Carlyle Group offers the higher dividend yield (3.65% vs 2.82%). Carlyle Group converts more of its revenue into profit, with a net margin of 16.9% versus -2.7%.
Summary generated from market data by MetaCap's automated system. Methodology
Relative performance
Percent change in share price from the first common trading day shown; excludes dividends.
Head-to-head
| Metric | CG | IVZ |
|---|---|---|
| Share price | $38.39 | $30.09 |
| Market cap | $13.68B | $13.28B |
| 1-day change | +1.56% | -1.34% |
| YTD return | -35.05% | +16.10% |
| 1-year return | -36.60% | +26.56% |
| 5-year return | -25.38% | +21.61% |
| P/E ratio (TTM) | 39.58 | — |
| Forward P/E | 7.63 | 9.19 |
| EPS (TTM) | $0.97 | $-0.68 |
| Dividend yield | 3.65% | 2.82% |
| Annual dividend | $1.40 | $0.85 |
| Revenue (latest FY) | $4.78B | $6.38B |
| Revenue growth (YoY) | -11.91% | +5.11% |
| Net income (latest FY) | $808.70M | $-174.80M |
| Operating margin | — | -10.91% |
| Net margin | 16.92% | -2.74% |
| 52-week high | $67.30 | $33.66 |
| 52-week low | $37.09 | $20.67 |
| Distance from 52-week high | -42.96% | -10.61% |
| Analyst consensus | buy | buy |
| Avg. price target upside | +42.98% | +15.72% |
| Average volume | 3.51M | 4.49M |
| Shares outstanding | 356.33M | 441.50M |
| Employees | 2,500 | 7,405 |
| Sector | Finance | Finance |
| Industry | Investment Managers | Investment Managers |
Highlighted cells mark the higher value for growth, returns, margins and yield, and the lower value for P/E ratios. Highlighting is a mechanical comparison, not a recommendation.
Key differences
- IVZ has outperformed CG by 63.2 percentage points over the past year.
- Carlyle Group is more profitable, keeping 16.9 cents of every revenue dollar as net income versus -2.7 cents for Invesco.
- Invesco grew revenue faster in its latest fiscal year (+5.11% vs -11.91%).
About Carlyle Group
CG stock →The Carlyle Group Inc. is an investment firm specializing in direct and fund of fund investments.
Finance · Investment Managers · 2,500 employees
About Invesco
IVZ stock →Invesco Ltd. is a publicly owned investment manager.
Finance · Investment Managers · 7,405 employees
CG vs IVZ FAQ
Which is bigger, Carlyle Group or Invesco?
Carlyle Group (CG) is larger, with a market capitalization of $13.68B compared with $13.28B for Invesco (IVZ).
Which stock has performed better over the past year, CG or IVZ?
IVZ returned +26.56% over the past 12 months, compared with -36.60% for CG (price return, excluding dividends). Past performance does not predict future results.
Which pays a higher dividend, Carlyle Group or Invesco?
Carlyle Group has the higher yield at 3.65%, compared with 2.82% for Invesco.
Are Carlyle Group and Invesco in the same industry?
Yes. Both are classified in the Investment Managers industry within the Finance sector.