The Carlyle Group Inc. (CG) vs XP Inc. (XP)
A side-by-side comparison of The Carlyle Group Inc. and XP Inc. across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of October 6, 2026. Differences are shown without an overall score or investment verdict.
CG
The Carlyle Group Inc.
$38.88Financial ServicesDelayed quote: Oct 6, 2026, 4:00 PM EDT
XP
XP Inc.
$29.73Financial ServicesDelayed quote: Oct 6, 2026, 4:00 PM EDT
Total return — CG vs XP
growth of $100 · dividends reinvested · last 7yCG +67.3% (+7.6%/yr)XP -7.2% (-1.1%/yr)CG compounded faster over this window
CG XP
CG vs XP: by the numbers
- •XP is the larger company ($15.55B vs $14.00B market cap).
- •XP trades at the lower trailing earnings multiple (15.56 vs 40.40 P/E), one valuation lens rather than an overall verdict.
- •XP converts more revenue to profit (27.61% vs 9.18% net margin).
- •CG grew revenue faster over the past five years (18.08% vs 13.01% CAGR).
- •CG pays the higher dividend yield (3.56% vs 1.29%).
Metrics side by side
Valuation
| Metric | CG | XP |
|---|---|---|
| P/E ratio | 40.40 | 15.56 |
| Forward P/E | 10.69 | N/A |
| PEG ratio | 2.30 | 0.78 |
| P/S ratio | 3.53 | 4.28 |
| P/B ratio | 1.94 | 3.25 |
Profitability
| Metric | CG | XP |
|---|---|---|
| Gross margin | 70.67% | 66.68% |
| Operating margin | 19.11% | 31.82% |
| Net margin | 9.18% | 27.61% |
| ROE | 5.05% | 20.99% |
Dividends
| Metric | CG | XP |
|---|---|---|
| Dividend yield | 3.56% | 1.29% |
| Payout ratio | 145.47% | 19.89% |
Growth (annualized)
| Metric | CG | XP |
|---|---|---|
| Revenue CAGR (5Y) | 18.08% | 13.01% |
| EPS CAGR (5Y) | 17.85% | 19.83% |
| Total return CAGR (5Y) | -0.64% | -4.47% |
Frequently asked
- Which has the lower trailing P/E, CG or XP?
- XP has the lower trailing P/E: CG trades at 40.40 and XP at 15.56. P/E is one valuation measure and does not by itself establish which business is cheaper.
- Which has grown faster, CG or XP?
- Over the past five years, CG grew revenue faster — CG at a 18.08% CAGR versus XP at 13.01%.
- Does CG or XP pay a bigger dividend?
- CG yields 3.56% and XP yields 1.29% based on trailing dividends and the latest price.
- Is CG or XP more profitable?
- XP runs the higher net margin — CG at 9.18% versus XP at 27.61%.
- How have CG and XP total returns compared?
- Over the past 5 years, CG delivered -0.64% and XP delivered -4.47% annualized total return. Past performance doesn't predict future results.
Go deeper
Dig into the metrics
Carlyle P/E ratioXP P/E ratioCarlyle dividend yieldXP dividend yieldCarlyle ROEXP ROECarlyle operating marginXP operating marginCarlyle revenue growthXP revenue growth
Carlyle & XP appear in these rankings
Figures are sourced from reported fundamentals and the latest end-of-day price. This comparison is informational only and is not investment advice. Past performance does not predict future results. See our methodology. Compiled by TGMCharts Research · data verified October 6, 2026.