Compare · BX vs CG
BX vs CG
Side-by-side comparison of Blackstone Inc. (BX) and The Carlyle Group Inc. (CG): market cap, price performance, sector, and recent activity on the wire.
Summary
- Both BX and CG operate in Investment Managers (Finance), so they compete in similar markets.
- BX is the larger of the two at $94.89B, about 6.5x CG ($14.56B).
- Over the past year, BX is down 31.9% and CG is down 39.7% - BX leads by 7.9 points.
- Both names hit the wire about 3 times in the past 4 weeks.
- Both have 25 recent analyst ratings on file.
Blackstone Inc.
The Blackstone Group Inc. is an alternative asset management firm specializing in real estate, private equity, hedge fund solutions, credit, secondary funds of funds, public debt and equity and multi-asset class strategies. The firm typically invests in early-stage companies. It also provide capital markets services. The real estate segment specializes in opportunistic, core+ investments as well as debt investment opportunities collateralized by commercial real estate, and stabilized income-oriented commercial real estate across North America, Europe and Asia. The firm's corporate private equity business pursues transactions throughout the world across a variety of transaction types, including large buyouts,special situations, distressed mortgage loans, mid-cap buyouts, buy and build platforms, which involves multiple acquisitions behind a single management team and platform, and growth equity/development projects involving significant majority stakes in portfolio companies and minority investments in operating companies, shipping, real estate, corporate or consumer loans, and alternative energy greenfield development projects in energy and power, property, dislocated markets, shipping opportunities, financial institution breakups, re-insurance, and improving freight mobility, financial services, healthcare, life sciences, enterprise tech and consumer, as well as consumer technologies. The fund considers investment in Asia and Latin America. It has a three year investment period. Its hedge fund business manages a broad range of commingled and customized fund solutions and its credit business focuses on loans, and securities of non-investment grade companies spread across the capital structure including senior debt, subordinated debt, preferred stock and common equity. The Blackstone Group Inc. was founded in 1985 and is headquartered in New York, New York with additional offices across Asia, Europe and North America.
The Carlyle Group Inc.
The Carlyle Group Inc. is an investment firm specializing in direct and fund of fund investments. Within direct investments, it specializes in management-led/ Leveraged buyouts, privatizations, divestitures, strategic minority equity investments, structured credit, global distressed and corporate opportunities, small and middle market, equity private placements, consolidations and buildups, senior debt, mezzanine and leveraged finance, and venture and growth capital financings, seed/startup, early venture, emerging growth, turnaround, mid venture, late venture, PIPES. The firm invests across four segments which include Corporate Private Equity, Real Assets, Global Market Strategies, and Solutions. The firm typically invests in industrial, agribusiness, ecological sector, fintech, airports, parking, Plastics, Rubber, diversified natural resources, minerals, farming, aerospace, defense, automotive, consumer, retail, industrial, infrastructure, energy, power, healthcare, software, software enabled services, semiconductors, communications infrastructure, financial technology, utilities, gaming, systems and related supply chain, electronic systems, systems, oil and gas, processing facilities, power generation assets, technology, systems, real estate, financial services, transportation, business services, telecommunications, media, and logistics sectors. Within the industrial sector, the firm invests in manufacturing, building products, packaging, chemicals, metals and mining, forestry and paper products, and industrial consumables and services. In consumer and retail sectors, it invests in food and beverage, retail, restaurants, consumer products, domestic consumption, consumer services, personal care products, direct marketing, and education. Within aerospace, defense, business services, and government services sectors, it seeks to invest in defense electronics, manufacturing and services, government contracting and services, information technology, distribution companies. In telecommunication and media sectors, it invests in cable TV, directories, publishing, entertainment and content delivery services, wireless infrastructure/services, fixed line networks, satellite services, broadband and Internet, and infrastructure. Within real estate, the firm invests in office, hotel, industrial, retail, for sale residential, student housing, hospitality, multifamily residential, homebuilding and building products, and senior living sectors. The firm seeks to make investments in growing business including those with overleveraged balance sheets. The firm seeks to hold its investments for four to six years. In the healthcare sector, it invests in healthcare services, outsourcing services, companies running clinical trials for pharmaceutical companies, managed care, pharmaceuticals, pharmaceutical related services, healthcare IT, medical, products, and devices. It seeks to invest in companies based in Sub-Saharan focusing on Ghana, Kenya, Mozambique, Botswana, Nigeria, Uganda, West Africa, North Africa and South Africa focusing on Tanzania and Zambia; Asia focusing on Pakistan, India, South East Asia, Indonesia, Philippines, Vietnam, Korea, and Japan; Australia; New Zealand; Europe focusing on France, Italy, Denmark, United Kingdom, Germany, Austria, Belgium, Finland, Iceland, Ireland, Netherlands, Norway, Portugal, Spain, Benelux , Sweden, Switzerland, Hungary, Poland, and Russia; Middle East focusing on Bahrain, Jordan, Kuwait, Lebanon, Oman, Qatar, Saudi Arabia, Turkey, and UAE; North America focusing on United States which further invest in Southeastern United States, Texas, Boston, San Francisco Bay Area and Pacific Northwest; Asia Pacific; Soviet Union, Central-Eastern Europe, and Israel; Nordic region; and South America focusing on Mexico, Argentina, Brazil, Chile, and Peru. The firm seeks to invest in food, financial, and healthcare industries in Western China. In the real estate sector, the firm seeks to invest in various locations across Europe focusing on France and Central Europe, United States, Asia focusing on China, and Latin America. It typically invests between $1 million and $50 million for venture investments and between $20 million and $1 billion for buyouts in companies with enterprise value of between $31.57 million and $1000 million and sales value of $10 million and $500 million. It seeks to invest in companies with market capitalization greater than $50 million and EBITDA between $5 million to $25 million. It prefers to take a majority stake. It typically holds its investments for three to five years. Within automotive and transportation sectors, the firm seeks to hold its investments in for four to six years. While investing in Japan, it does not invest in companies with more than 1,000 employees and prefers companies' worth between $100 million and $150 million. The firm originates, structures, and acts as lead equity investor in the transactions. The Carlyle Group Inc. was founded in 1987 and is
Latest BX
- Director Baratta Joseph sold $12,380,048 worth of shares (100,000 units at $123.80), decreasing direct ownership by 11% to 771,599 units (SEC Form 4)
- Blackstone Launches Inside Blackstone, a New Podcast Exploring the Ideas, Technologies and Trends Shaping the Future Economy
- Blackstone to Acquire Flow Control Holdings, a Leader in Highly Engineered Data Center Liquid Cooling Components
- SEC Form N-PX filed by Blackstone Inc.
- Blackstone to Present at the Barclays Global Financial Services Conference
- Large owner Blackstone Holdings Ii L.P. converted options into 571,237 shares, sold $56,210,436 worth of shares (2,572,560 units at $21.85) and disposed of 571,237 units of Class B Common Stock (SEC Form 4)
- Large owner Blackstone Holdings Iv L.P. bought $7,126,860 worth of Common Shares of Beneficial Interest (272,642 units at $26.14) (SEC Form 4)
- Amendment: Large owner Blackstone Holdings Iv L.P. bought $20,125,000 worth of Common Shares of Beneficial Interest (769,893 units at $26.14) (SEC Form 4)
- Chief Legal Officer Finley John G sold $6,620,111 worth of shares (45,000 units at $147.11), decreasing direct ownership by 8% to 516,017 units (SEC Form 4)
- Chief Accounting Officer Payne David sold $1,379,685 worth of shares (9,500 units at $145.23), decreasing direct ownership by 13% to 64,448 units (SEC Form 4)
Latest CG
- Director Rubenstein David M. gifted 100,000 shares and sold $17,096,000 worth of shares (400,000 units at $42.74), decreasing direct ownership by 2% to 26,899,644 units (SEC Form 4)
- Carlyle, Insight Partners, and JMI Equity Unveil Exiger's Complete AI-Built Transformation
- Carlyle and Dynasty Equity Announce Closing of Minority Investments in the Seattle Seahawks
- Co-President Nedelman Jeffrey was granted 6,615 shares, increasing direct ownership by 0.41% to 1,609,479 units (SEC Form 4)
- General Counsel Heinzelman Kate Elizabeth was granted 78 shares, increasing direct ownership by 0.71% to 11,109 units (SEC Form 4)
- Chief Accounting Officer Andrews Charles Elliott Jr. was granted 304 shares, increasing direct ownership by 0.22% to 135,668 units (SEC Form 4)
- Co-President Redett John C. was granted 8,302 shares, increasing direct ownership by 0.48% to 1,752,000 units (SEC Form 4)
- Chief Financial Officer Plouffe Justin was granted 3,769 shares, increasing direct ownership by 0.44% to 852,461 units (SEC Form 4)
- Chief Executive Officer Schwartz Harvey M was granted 19,240 shares, increasing direct ownership by 0.37% to 5,273,362 units (SEC Form 4)
- Chief Operating Officer Lobue Lindsay was granted 2,657 shares, increasing direct ownership by 0.38% to 700,578 units (SEC Form 4)