The Carlyle Group (NASDAQ:CG – Get Rating) and Bridge Investment Group (NYSE:BRDG – Get Rating) are both finance companies, but which is the better investment? We’ll compare the two companies based on earnings strength, risk, valuation, dividends, analyst recommendations, institutional ownership and profitability.
The Carlyle Group pays an annual dividend of $1.30 per share and has a dividend yield of 4.0%. Bridge Investment Group pays an annual dividend of $1.04 per share and has a dividend yield of 7.3%. The Carlyle Group distributes 17.7% of its profits as a dividend. Bridge Investment Group pays 21.5% of its profits as a dividend. Both companies have healthy payout ratios and should be able to cover their dividend payments with earnings over the next few years. The Carlyle Group has increased its dividend for 1 consecutive years.
Institutional and Insider Ownership
93.8% of The Carlyle Group shares are held by institutional investors. By comparison, 65.5% of Bridge Investment Group’s shares are held by institutional investors. 29.8% of The Carlyle Group shares are held by insiders of the company. By comparison, 65.9% of the shares of Bridge Investment Group are held by company insiders. Strong institutional ownership indicates that hedge funds, large fund managers, and endowments believe a stock is poised for long-term growth.
Valuation and benefits
This table compares the revenue, earnings per share (EPS) and valuation of The Carlyle Group and Bridge Investment Group.
|Gross revenue||Price/sales ratio||Net revenue||Earnings per share||Price/earnings ratio|
|The Carlyle Group||$8.78 billion||1.34||$2.97 billion||$7.35||4.42|
|Bridge Investment Group||$330.01 million||1.25||$23.23 million||$4.84||2.93|
The Carlyle Group has higher revenues and profits than Bridge Investment Group. Bridge Investment Group trades at a lower price-to-earnings ratio than The Carlyle Group, indicating that it is currently the more affordable of the two stocks.
This table compares the net margins, return on equity and return on assets of The Carlyle Group and Bridge Investment Group.
|Net margins||Return on equity||return on assets|
|The Carlyle Group||33.77%||41.54%||10.81%|
|Bridge Investment Group||29.40%||5.41%||3.28%|
This is a breakdown of the current ratings and recommendations for The Carlyle Group and Bridge Investment Group, as reported by MarketBeat.com.
|Sales Ratings||Hold odds||Buy reviews||Strong buy odds||Rating|
|The Carlyle Group||0||3||seven||0||2.70|
|Bridge Investment Group||0||1||4||0||2.80|
The Carlyle Group currently has a consensus price target of $59.89, suggesting a potential upside of 84.22%. Bridge Investment Group has a consensus price target of $21.20, suggesting a potential upside of 49.72%. Given The Carlyle Group’s likely higher upside, equity research analysts clearly believe The Carlyle Group is more favorable than Bridge Investment Group.
Carlyle Group beats Bridge Investment Group on 13 out of 16 factors compared between the two stocks.
Carlyle Group Company Profile (Get an assessment)
The Carlyle Group Inc. is an investment company specializing in direct and fund-of-funds investments. Within direct investments, she specializes in management led/leveraged buyouts, privatizations, divestitures, strategic minority equity investments, structured credit, global distressed and corporate opportunities, small and medium-sized enterprises market, private equity placements, consolidations and accumulations, senior debt, mezzanine and leveraged finance and venture capital and growth capital financings, seed/start-up, early stage company, growth emergent, turnaround, intermediate company, late company, PIPES. The company invests in four segments including corporate private equity, real assets, global market strategies and solutions. The company typically invests in industrial, agribusiness, green sector, fintech, airports, parking, plastics, rubber, diversified natural resources, minerals, agriculture, aerospace , defense, automotive, consumer, retail, industrial, infrastructure, energy, power, healthcare, software, software services, semiconductors, communications infrastructure, fintech, utilities, gaming, systems and associated supply chain, electronic systems, systems, oil and gas, processing facilities, power generation assets, technology, systems, real estate, financial services, transportation sectors, business services , telecommunications, media and logistics. Within the industrial sector, the company invests in manufacturing, building products, packaging, chemicals, metals and mining products, forestry and paper, as well as industrial consumables and services. In the 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. In the aerospace, defense, business services and government services sectors, it seeks to invest in defense electronics, manufacturing and services, government contracts and services, information technology and distribution companies. In the telecommunications and media sectors, it invests in cable television, directories, publishing, entertainment and content delivery services, wireless infrastructure/services, fixed networks, satellite services, broadband and Internet, and infrastructure. In real estate, the company invests in the sectors of offices, hotels, industry, retail, residences for sale, student accommodation, hotels, multi-family residences, construction of houses and building products and residences for the elderly. The firm seeks to invest in growing companies, including those with overleveraged balance sheets. The company seeks to hold its investments for four to six years. In the healthcare sector, it invests in healthcare services, outsourcing services, companies performing clinical trials for pharmaceutical companies, managed care, pharmaceuticals, pharmacy-related services, IT health, medicine, products and devices. It seeks to invest in companies based in sub-Saharan Africa focusing on Ghana, Kenya, Mozambique, Botswana, Nigeria, Uganda, West Africa, North Africa and South Africa focusing on Tanzania and Zambia; Asia focuses on Pakistan, India, Southeast Asia, Indonesia, Philippines, Vietnam, Korea and Japan; Australia; New Zealand; Europe focuses on France, Italy, Denmark, UK, Germany, Austria, Belgium, Finland, Iceland, Ireland, Netherlands, Norway , Portugal, Spain, Benelux, Sweden, Switzerland, Hungary, Poland and Russia; Middle East with Bahrain, Jordan, Kuwait, Lebanon, Oman, Qatar, Saudi Arabia, Turkey and United Arab Emirates; North America focusing on the United States which invests more in the Southeastern United States, Texas, Boston, the San Francisco Bay Area and the Pacific Northwest; Asia Pacific; Soviet Union, Central and Eastern Europe and Israel; northern region; and South America focusing on Mexico, Argentina, Brazil, Chile and Peru. The company seeks to invest in the food, financial and healthcare sectors in western China. In the real estate sector, the company seeks to invest in various locations across Europe focusing on France and Central Europe, the United States, Asia focusing on China and the Latin America. It typically invests $1 million to $50 million for venture capital investments and $50 million to $2 billion for buyouts in companies with an enterprise value between $31.57 million. of dollars and 1000 million dollars and the sales value of 10 million dollars and 500 million dollars. It seeks to invest in companies with a market capitalization greater than $50 million and an EBITDA between $5 million and $25 million. He prefers to take a majority or minority stake. He typically holds his investments for three to five years. In the automotive and transportation sectors, the company seeks to hold its investments for four to six years. While investing in Japan, he does not invest in companies with more than 1,000 employees and prefers companies with a value between $100 and $150 million. The firm originates, structures and acts as lead investor in transactions. The Carlyle Group Inc. was founded in 1987 and is headquartered in Washington, District of Columbia, with additional offices in 21 countries on 5 continents (North America, South America, Asia, Australia and Europe).
Bridge Investment Group Company Profile (Get an assessment)
Bridge Investment Group Holdings Inc. is engaged in real estate investment management business in the United States. It manages capital on behalf of around 100 global institutions and 6,500 individual investors through approximately 25 investment vehicles. The company was founded in 2009 and is based in Salt Lake City, Utah.
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