Carlyle Group (CG) vs Morningstar (MORN)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 8, 2026.
Summary
Morningstar (MORN) has outperformed Carlyle Group (CG) over the past year, losing 11.2% versus a loss of 36.6%. Over five years, CG leads with a -26.5% price change compared with -26.9% for MORN. Carlyle Group is the larger company by market cap ($13.68 billion vs $7.61 billion), about 1.8 times the size, while Morningstar is growing revenue faster (+7.5% vs -11.9%).
On valuation, Carlyle Group trades at a lower forward P/E (7.6x vs 14.5x for Morningstar). Carlyle Group offers the higher dividend yield (3.65% vs 0.96%). Carlyle Group converts more of its revenue into profit, with a net margin of 16.9% versus 15.3%.
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 | MORN |
|---|---|---|
| Share price | $38.39 | $202.74 |
| Market cap | $13.68B | $7.61B |
| 1-day change | +1.56% | +1.04% |
| YTD return | -35.05% | -6.70% |
| 1-year return | -36.60% | -11.17% |
| 5-year return | -26.53% | -26.88% |
| P/E ratio (TTM) | 39.58 | 19.29 |
| Forward P/E | 7.63 | 14.48 |
| EPS (TTM) | $0.97 | $10.51 |
| Dividend yield | 3.65% | 0.96% |
| Annual dividend | $1.40 | $1.96 |
| Revenue (latest FY) | $4.78B | $2.45B |
| Revenue growth (YoY) | -11.91% | +7.49% |
| Net income (latest FY) | $808.70M | $374.20M |
| Gross margin | — | 61.03% |
| Operating margin | — | 21.53% |
| Net margin | 16.92% | 15.30% |
| 52-week high | $67.30 | $228.95 |
| 52-week low | $37.09 | $141.49 |
| Distance from 52-week high | -42.96% | -11.45% |
| Analyst consensus | buy | buy |
| Avg. price target upside | +42.98% | +16.74% |
| Average volume | 3.51M | 337.94K |
| Shares outstanding | 356.33M | 37.51M |
| Employees | 2,500 | 10,973 |
| 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
- MORN has outperformed CG by 25.4 percentage points over the past year.
- Carlyle Group trades at a higher earnings multiple (39.6x vs 19.3x trailing P/E).
- Carlyle Group offers a meaningfully higher dividend yield (3.65% vs 0.96%).
- Morningstar grew revenue faster in its latest fiscal year (+7.49% 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 Morningstar
MORN stock →Morningstar, Inc. provides independent investment insights for investors in the United States, Asia, Australia, Canada, Continental Europe, the United Kingdom, and internationally.
Finance · Investment Managers · 10,973 employees
CG vs MORN FAQ
Which is bigger, Carlyle Group or Morningstar?
Carlyle Group (CG) is larger, with a market capitalization of $13.68B compared with $7.61B for Morningstar (MORN).
Which stock has performed better over the past year, CG or MORN?
MORN returned -11.17% 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 MORN?
MORN has the lower trailing P/E at 19.3, 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 Morningstar?
Carlyle Group has the higher yield at 3.65%, compared with 0.96% for Morningstar.
Are Carlyle Group and Morningstar in the same industry?
Yes. Both are classified in the Investment Managers industry within the Finance sector.