Carlyle Group (CG) vs Pershing Square (PS)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 8, 2026.
Summary
Pershing Square is the larger company by market cap ($23.46 billion vs $13.47 billion), about 1.7 times the size. On valuation, Carlyle Group trades at a lower forward P/E (7.4x vs 60.4x for Pershing Square). Carlyle Group pays a dividend yielding 3.70%, while Pershing Square does not currently pay one.
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 | PS |
|---|---|---|
| Share price | $37.80 | $58.65 |
| Market cap | $13.47B | $23.46B |
| 1-day change | -2.78% | -1.84% |
| YTD return | -36.05% | — |
| 1-year return | -38.65% | — |
| 5-year return | -26.53% | — |
| P/E ratio (TTM) | 40.21 | — |
| Forward P/E | 7.44 | 60.42 |
| EPS (TTM) | $0.94 | $-1.09 |
| Dividend yield | 3.70% | 0.83% |
| Annual dividend | $1.40 | $0.00 |
| Revenue (latest FY) | $4.78B | — |
| Revenue growth (YoY) | -11.91% | — |
| Net income (latest FY) | $808.70M | — |
| Net margin | 16.92% | — |
| 52-week high | $67.30 | $60.40 |
| 52-week low | $37.50 | $22.01 |
| Distance from 52-week high | -43.83% | -2.90% |
| Analyst consensus | buy | hold |
| Avg. price target upside | +45.21% | -25.35% |
| Average volume | 3.51M | 354.31K |
| Shares outstanding | 356.33M | 400.00M |
| Employees | 2,500 | 44 |
| Sector | Finance | Financial Services |
| Industry | Investment Managers | Asset Management |
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
- Carlyle Group offers a meaningfully higher dividend yield (3.70% vs 0.83%).
- The two companies sit in different sectors: Carlyle Group in Finance and Pershing Square in Financial Services.
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 Pershing Square
PS stock →Pershing Square Inc. operates as an alternative asset manager.
Financial Services · Asset Management · 44 employees
CG vs PS FAQ
Which is bigger, Carlyle Group or Pershing Square?
Pershing Square (PS) is larger, with a market capitalization of $23.46B compared with $13.47B for Carlyle Group (CG).
Which pays a higher dividend, Carlyle Group or Pershing Square?
Carlyle Group has the higher yield at 3.70%, compared with 0.83% for Pershing Square.
Are Carlyle Group and Pershing Square in the same industry?
No. Carlyle Group is in the Finance sector, while Pershing Square is in Financial Services.