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.

Compare

Total return — CG vs XP

growth of $100 · dividends reinvested · last 7y
CG +67.3% (+7.6%/yr)XP -7.2% (-1.1%/yr)CG compounded faster over this window
100200300Start $100202120232025$167$93
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

MetricCGXP
P/E ratio40.4015.56
Forward P/E10.69N/A
PEG ratio2.300.78
P/S ratio3.534.28
P/B ratio1.943.25

Profitability

MetricCGXP
Gross margin70.67%66.68%
Operating margin19.11%31.82%
Net margin9.18%27.61%
ROE5.05%20.99%

Dividends

MetricCGXP
Dividend yield3.56%1.29%
Payout ratio145.47%19.89%

Growth (annualized)

MetricCGXP
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.

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.