Carlyle Group Inc vs iShares MBS ETF — how do they compare? Carlyle Group Inc trades at $48.27 (market cap $17.20B), while iShares MBS ETF trades at $92.85. The key difference: Carlyle Group Inc pays a 2.93% dividend while iShares MBS ETF pays none, and Carlyle Group Inc is trading nearer its 52-week high, iShares MBS ETF nearer its low. Which is the better fit depends on your goals.
| CG | MBB | |
|---|---|---|
Market Cap | $17.20B | — |
Sector | Financials | — |
52-Week High | $69.35 | $96.91 |
52-Week Low | $40.52 | $92.72 |
Dividend Yield | 2.93% | — |
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.
MBB stock trades at $93.27, up 0.28% on the day, with technical indicators showing a bearish trend from moving averages and neutral oscillators. Recent corporate actions include dividend declarations for 2026, with payments of $0.33 and $0.34 per share. The stock lacks key valuation ratios in the provided data, suggesting limited fundamental visibility for analysis.
The outlook for MBB is cautious due to bearish technical signals and incomplete financial data. Risks include market volatility and reliance on future dividend payments for investor returns. Investment opportunity hinges on improved fundamental disclosures and positive earnings momentum, which are currently unverified.
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 →The fund will invest at least 80% of its assets in the component securities of the underlying index and TBAs that have economic characteristics that are substantially identical to the economic characteristics of the component securities of the index, and the fund will invest at least 90% of its assets in fixed income securities included in the underlying index that advisor believes will help the fund track the index.
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