Carlyle Group Inc vs Costco Wholesale Corporation — how do they compare? Carlyle Group Inc trades at $48.27 (market cap $17.20B), while Costco Wholesale Corporation trades at $941.98 (market cap $422.52B). The key difference: Costco Wholesale Corporation is far larger — about 24.6× Carlyle Group Inc's market cap, and Carlyle Group Inc pays the higher dividend (2.93%). Which is the better fit depends on your goals.
| CG | COST | |
|---|---|---|
Market Cap | $17.20B | $422.52B |
Sector | Financials | Consumer Staples |
52-Week High | $69.35 | $1.09K |
52-Week Low | $40.52 | $849.63 |
Dividend Yield | 2.93% | 0.62% |
Enterprise Value | — | $410.66B |
Signals from Pluang's Aura AI — not financial advice
CG trades at $47.79, down 2.23% today, with a bullish technical signal from moving averages and support at $47. Recent Q2 2026 earnings beat expectations (EPS $1.07 vs. $0.911), though revenue declined to $2.9B in 2026. The company maintains a strong net income margin of 18.85% and announced strategic partnerships, including a $600M deal with Prime Capital Financial (Business Wire, 2026-08-06).
Outlook is mixed: analyst consensus is bullish with a $59.14 price target (53.84% buy ratings), but risks include volatile cash flow from operations (-$4.2B in 2026) and high P/E of 49.78. Investors may see upside from fundraising strength, though margin compression and macroeconomic headwinds warrant caution.
Costco (COST) trades at $952.75, up 0.52% with a neutral technical outlook. The stock shows strong fundamentals with revenue growth from $254.5B in 2024 to $275.2B in 2025 and net income reaching $8.1B. Recent March sales surged 11.3% year-over-year to $28.41B. Valuation metrics remain elevated with P/E at 47.93 and P/S at 1.44. Analyst consensus is strongly bullish with 65.5% buy ratings and a $1,120 price target.
The investment case centers on Costco's membership-driven profit engine and consistent execution, though high valuation presents near-term risk. Upside potential exists if the company maintains its premium growth trajectory, while any earnings disappointment could trigger valuation compression. The recent membership fee increase and strong renewal rates support margin expansion prospects.
Trailing returns across standard periods
Latest headlines on both assets
The Carlyle Group is one of the world's largest alternative-asset managers, with $376.4 billion in total assets under management, including $259.6 billion in fee-earning AUM, at the end of June 2022. The company has three core business segments: private equity, which includes private equity, real estate, infrastructure and natural resources funds (accounting for 41% of fee-earning AUM and 65% of base management fees during 2021), global credit (45% and 24%) and investment solutions (14% and 11%). The firm primarily serves institutional investors and high-net-worth individuals. Carlyle operates through 29 offices across five continents, serving close to 2,700 active carry fund investors from 95 countries.
Read more on CG →The leading warehouse club, Costco has 815 stores worldwide (at the end of fiscal 2021), with most sales derived in the United States (72%) and Canada (14%). It sells memberships that allow customers to shop in its warehouses, which feature low prices on a limited product assortment. Costco mainly caters to individual shoppers, but roughly 20% of paid members carry business memberships. Food and sundries accounted for 40% of fiscal 2021 sales, with non-food merchandise 29%, warehouse ancillary and other businesses (such as fuel and pharmacy) nearly 17%, and fresh food 14%. Costco's warehouses average around 146,000 square feet
Read more on COST →