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The Carlyle Group vs Rocket Companies: Which Stock Looks Stronger in 2026?

The Carlyle holds the cleaner structural position, with the lead spread across profitability and growth. Rocket Companies does not offset that deficit through any equally strong structural edge elsewhere. Both sides have seen trend damage — neither carries a clear market edge right now. With both trends damaged, the structural comparison carries most of the weight here.

The comparison is based on similar long-term financial trajectories, not sector labels.

Updated 2026-04-05

The lead is spread across profitability and growth, rather than sitting in one isolated gap. The Carlyle Group Inc. leads by 24 points on the overall comparison score.

Trajectory Similarity
0.68
Moderately similar
Peer-set rank: #8
within The Carlyle Group Inc.'s functional peer set

This pair is matched through long-term financial trajectory similarity within the selected peer universe.

The pair shares a valid long-term profile match, but the trajectories are not especially close.

The strongest overlap appears in margin consistency and revenue growth trajectory.

Similarity drivers
margin consistencyrevenue growth trajectory
What reduces the match
revenue stability
How to read the score
0.85–1.00 · Very similar0.70–0.84 · Similar0.55–0.69 · Moderately similarbelow 0.55 · Loose match
Peer-Relative Score
CG
The Carlyle Group Inc.
62
Peer-Score
Signal qualityMedium
vs
RKT
Rocket Companies, Inc.
38
Peer-Score
Signal qualityMedium

Scores reflect position relative to comparable companies with similar long-term financial trajectories.

Score differences across key dimensions.

Dimension spread: CG vs RKT Profitability 53 5 Stability 25 11 Valuation 73 80 Growth 97 50 CG RKT
Gap Ranking
#1 Profitability +48
#2 Growth +47
#3 Stability +14
#4 Valuation +7
Price Setup

Left means cheaper relative valuation. Higher means stronger structure.

Price setup map for CG and RKT Stronger + cheaper Stronger + richer Weaker + cheaper Weaker + richer CGRKT Relative valuation Structural strength

The Carlyle Group Inc. looks stronger both structurally and on relative valuation.

Valuation position uses peer-relative PE percentile (idx_pct_pe) and Forward P/E where available.

Relative Position vs Comparable Companies
Profitability
The Carlyle Group Inc. sits in the stronger part of the group on profitability, while Rocket Companies, Inc. is closer to mid-pack.
Growth
Both profiles are strong on growth, but The Carlyle Group Inc. leads clearly.
Profitability — Dominant Gap
CG
53
RKT
5
Gap+48in favour of CG

The profitability lead is mainly driven by a 12.7-point operating margin advantage.

What keeps the gap from being one-sided

Rocket Companies, Inc. still looks less cycle-sensitive — that keeps the result from looking completely one-sided.

What this means for the comparison

The lead is built on both profitability and growth, making it broader than a single-dimension result.

Explore full peer positioning in AssetNext

Break down the CG vs RKT comparison across all dimensions with the full interactive tool.

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Similar profitability-and-growth comparisons

Explore how CG and RKT each compare against other companies in their peer groups.

Rule-based, descriptive analysis only. Derived from peer percentile dimensions. Not investment advice. Peer groups are determined algorithmically based on structural similarity — not by sector classification alone.

How AssetNext Peer Scores Work

AssetNext scores reflect each company's structural position within its functional peer group — not a ranking against all stocks simultaneously. Peers are identified by similarity across eight financial dimensions, including revenue growth trajectory, margin structure, capital intensity, and earnings stability. A score of 75 means the company ranks in the top quartile within its own peer group, not the entire market.

Four dimension scores drive the overall peer score: Growth (revenue trajectory and expansion dynamics), Quality (margin structure and capital efficiency), Valuation (peer-relative pricing on standard multiples), and Stability (earnings consistency and financial predictability). Each dimension is scored 0–100 relative to the peer group, then combined into an overall peer score using equal weighting.

Scores are recalculated periodically as underlying financial data is updated. All analysis is descriptive and rule-based — AssetNext describes structural realities and never issues buy, sell or hold recommendations.