The Carlyle Group L.P. (TCGP) and Victory Capital Holdings Inc. (NASDAQ:VCTR) Comparing side by side

Both The Carlyle Group L.P. (NASDAQ:TCGP) and Victory Capital Holdings Inc. (NASDAQ:VCTR) compete on a level playing field in the Asset Management industry. We will evaluate their performance with regards to institutional ownership, profitability, risk, dividends, analyst recommendations, earnings and valuation.

Earnings and Valuation

Gross Revenue Price/Sales Ratio Net Income Earnings Per Share Price/Earnings Ratio
The Carlyle Group L.P. N/A 0.00 N/A 1.45 14.29
Victory Capital Holdings Inc. 413.41M 1.82 63.70M 1.06 10.62

Table 1 shows gross revenue, earnings per share and valuation of the two companies. When company has higher P/E means it is more expensive than its counterpart presently. The Carlyle Group L.P. is thus presently the expensive of the two stocks because it has a higher P/E ratio.

Profitability

Table 2 shows us The Carlyle Group L.P. and Victory Capital Holdings Inc.’s return on equity, net margins and return on assets.

Net Margins Return on Equity Return on Assets
The Carlyle Group L.P. 0.00% 0% 0%
Victory Capital Holdings Inc. 15.41% 16.3% 7.8%

Dividends

The Carlyle Group L.P. pays out a $1.24 per share dividend on a yearly basis and it also offers 5.61% dividend yield. No dividend is paid out by Victory Capital Holdings Inc.

Insider and Institutional Ownership

The shares of both The Carlyle Group L.P. and Victory Capital Holdings Inc. are owned by institutional investors at 24.1% and 75.2% respectively. Insiders held 0.44% of The Carlyle Group L.P. shares. Insiders Competitively, held 1.7% of Victory Capital Holdings Inc. shares.

Performance

Here are the Weekly, Monthly, Quarterly, Half Yearly, Yearly and YTD Performance of both pretenders.

Performance (W) Performance (M) Performance (Q) Performance (HY) Performance (Y) Performance (YTD)
The Carlyle Group L.P. -1.05% -6.43% -12.31% -11.64% -17.89% -18.6%
Victory Capital Holdings Inc. -7.76% 15.54% 20.47% 0.62% 0% -2.59%

For the past year The Carlyle Group L.P.’s stock price has bigger decline than Victory Capital Holdings Inc.

Summary

Victory Capital Holdings Inc. beats The Carlyle Group L.P. on 7 of the 11 factors.

Victory Capital Holdings, Inc., together with its subsidiaries, operates as an independent investment management company in the United States. It offers investment advisory, fund administration, and distribution services through broker-dealers, retirement platforms, and registered investment advisor networks. As of September 30, 2017, its franchises and solutions platform managed a set of 70 investment strategies for a range of institutional and retail clients. The company was founded in 2013 and is based in Brooklyn, Ohio.