Carlyle Group Inc vs FTAI Aviation Ltd — how do they compare? Carlyle Group Inc trades at $48.19 (market cap $17.23B), while FTAI Aviation Ltd trades at $226 (market cap $23.17B). The key difference: FTAI Aviation Ltd is the larger of the two by market cap, and Carlyle Group Inc pays the higher dividend (2.9%). Which is the better fit depends on your goals.
| CG | FTAI | |
|---|---|---|
Market Cap | $17.23B | $23.17B |
Sector | Financials | Industrials |
52-Week High | $69.35 | $310.04 |
52-Week Low | $40.52 | $140.40 |
Dividend Yield | 2.9% | 0.89% |
Enterprise Value | — | $26.29B |
Signals from Pluang's Aura AI — not financial advice
CG trades at $48.14, up 0.71% today, with a bullish technical signal and strong analyst support. Recent Q2 2026 earnings beat estimates, with revenue growth and AUM expansion noted. The stock shows positive momentum near key resistance at $50, supported by institutional buying and strategic partnerships.
Outlook is positive given earnings beats and a $59.14 consensus price target, but risks include volatile cash flows and high P/E of 50.36. Investment appeal hinges on sustained fundraising and execution amid economic uncertainty.
FTAI Aviation trades at $229.01, up 6.52% today, with a neutral technical signal and bearish moving averages. The stock shows strong profitability with a 15.94% net margin and 167.93% ROE, but valuation ratios are elevated (P/E 49.26, P/B 57.36). Recent Q2 2026 earnings missed expectations at $1.13 per share versus $1.38 expected, though revenue grew to $3.1B in 2026. The company announced a strategic collaboration for Boeing 737-800 freighters and a $1.465B gas turbine order, signaling growth initiatives.
Outlook remains positive with 100% analyst buy ratings and a $341.67 consensus price target, implying 49% upside. Key risks include earnings misses, declining EBITDA margins, and negative operating cash flow. The power segment's data center potential offers growth, but execution on guidance and leasing transition are critical for sustained performance.
Trailing returns across standard periods
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 →FTAI Aviation owns and maintains a fleet of commercial aircraft and engines. It focuses on the specialized maintenance of the CFM56 engine, helping airlines reduce costs through efficient asset management.
Read more on FTAI →