Carlyle Group (CG) vs KKR (KKR)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 8, 2026.
Summary
KKR (KKR) has outperformed Carlyle Group (CG) over the past year, losing 28.2% versus a loss of 36.6%. Over five years, KKR leads with a +35.3% price change compared with -25.4% for CG. KKR is the larger company by market cap ($82.72 billion vs $13.68 billion), about 6.0 times the size.
On valuation, Carlyle Group trades at a lower forward P/E (7.6x vs 12.2x for KKR). Carlyle Group offers the higher dividend yield (3.65% vs 0.85%). Carlyle Group converts more of its revenue into profit, with a net margin of 16.9% versus 12.2%.
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 | KKR |
|---|---|---|
| Share price | $38.39 | $89.56 |
| Market cap | $13.68B | $82.72B |
| 1-day change | +1.56% | -0.12% |
| YTD return | -35.05% | -29.75% |
| 1-year return | -36.60% | -28.20% |
| 5-year return | -25.38% | +35.27% |
| P/E ratio (TTM) | 39.58 | 28.61 |
| Forward P/E | 7.63 | 12.15 |
| EPS (TTM) | $0.97 | $3.13 |
| Dividend yield | 3.65% | 0.85% |
| Annual dividend | $1.40 | $0.76 |
| Revenue (latest FY) | $4.78B | $19.46B |
| Revenue growth (YoY) | -11.91% | -11.04% |
| Net income (latest FY) | $808.70M | $2.37B |
| Net margin | 16.92% | 12.18% |
| 52-week high | $67.30 | $144.84 |
| 52-week low | $37.09 | $82.67 |
| Distance from 52-week high | -42.96% | -38.17% |
| Analyst consensus | buy | buy |
| Avg. price target upside | +42.98% | +39.38% |
| Average volume | 3.51M | 4.24M |
| Shares outstanding | 356.33M | 897.64M |
| Employees | 2,500 | 5,043 |
| 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
- KKR is about 6.0 times larger than Carlyle Group by market value ($82.72B vs $13.68B).
- Carlyle Group trades at a higher earnings multiple (39.6x vs 28.6x trailing P/E).
- Carlyle Group offers a meaningfully higher dividend yield (3.65% vs 0.85%).
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 KKR
KKR stock →KKR & Co. Inc.
Finance · Investment Managers · 5,043 employees
CG vs KKR FAQ
Which is bigger, Carlyle Group or KKR?
KKR (KKR) is larger, with a market capitalization of $82.72B compared with $13.68B for Carlyle Group (CG).
Which stock has performed better over the past year, CG or KKR?
KKR returned -28.20% over the past 12 months, compared with -36.60% for CG (price return, excluding dividends). Past performance does not predict future results.
Which has the lower P/E ratio, CG or KKR?
KKR has the lower trailing P/E at 28.6, versus 39.6 for CG. A lower P/E is not by itself a sign of a better investment; it can reflect slower expected growth or higher risk.
Which pays a higher dividend, Carlyle Group or KKR?
Carlyle Group has the higher yield at 3.65%, compared with 0.85% for KKR.
Are Carlyle Group and KKR in the same industry?
Yes. Both are classified in the Investment Managers industry within the Finance sector.