Carlyle vs StepStone
CG and STEP side by side, both in services allied with the exchange of securities. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.
How CG and STEP compare
Carlyle is the larger company, worth 2.7 times as much as StepStone ($14.3B against $5.2B).
StepStone grew revenue faster over the last twelve months (48.5% versus −41.9% for Carlyle).
Carlyle keeps more of each dollar of sales as profit, with a net margin of 10.1% compared with −30.5% at StepStone.
Both pay dividends: Carlyle yields 3.5% and StepStone 4.0%.
StepStone scores higher on the StockData Score (8 against 2 for Carlyle), which adds up 30 checks on valuation, growth, past performance, financial health and dividends.
Key numbers
A dot marks the better figure where higher or lower is clearly better.
| Metric | CG | STEP |
|---|---|---|
| Size and price | ||
| Market cap | $14.3B | $5.2B |
| Share price | $40.18 | $43.22 |
| Change, 1 year | −30.2% | −30.9% |
| Change, 5 years | −32.8% | −9.4% |
| Beta (5Y) | 1.65 | 1.49 |
| Employees | 2,500 | 1,310 |
| StockData Score | ||
| Total score | 2 | 8 (better) |
| Valuation score | 0 | 1 (better) |
| Growth score | 0 | 1 (better) |
| Performance score | 1 (better) | 0 |
| Health score | 0 | 4 (better) |
| Dividend score | 1 | 2 (better) |
| Valuation | ||
| P/E | 41.9× | – |
| P/S | 4.0× | 2.6× (better) |
| EV/EBITDA | 15.2× | – |
| FCF yield | −28.8% | −8.4% (better) |
| Fair value | $25.14 | – |
| Margin of safety | −59.8% | – |
| Growth | ||
| Revenue growth (TTM) | −41.9% | 48.5% (better) |
| Revenue growth, 5Y average | 10.2% | 20.4% (better) |
| Net income growth (TTM) | −71.0% | – |
| EPS growth (TTM) | −71.9% | – |
| EPS growth, 5Y average | 17.6% | – |
| Profitability | ||
| Net margin | 10.1% (better) | −30.5% |
| FCF margin | −114% | −21.9% (better) |
| Financial health | ||
| Altman Z-score | 0.58 (better) | 0.54 |
| Piotroski F-score | 2 | 4 (better) |
| Dividends and buybacks | ||
| Dividend yield | 3.5% | 4.0% (better) |
| Payout ratio | 139% | – |
| Years of dividend growth | 0 | 1 (better) |
| Dividend growth, 5Y average | – | 84.1% |
| Buyback yield | 6.4% | – |
| Shareholder yield | 9.9% (better) | 4.0% |
| Ownership | ||
| Held by institutions | 61.8% | 66.2% |
| Held by insiders | 29.4% | 17.5% |
| Insider net buying, 12 months | −$75.8M | −$31.9M (better) |
| Superinvestors holding | 3 | – |
| Short interest, % of float | – | 6.1% |
Go deeper
- CG stock overview
- CG income statement
- CG valuation and score
- STEP stock overview
- STEP income statement
- STEP valuation and score
Other comparisons
For information only, not investment advice. Check the source filings before relying on any figure.