Stock comparison
The Carlyle Group
Palomar Holdings
Scored across Buffett, Graham, Lynch and Greenblatt - plus a side-by-side metric table covering valuation, quality, growth and balance sheet.
CG
The Carlyle Group
Market cap
$16.35B
Sector
Financials
PLMR
Palomar Holdings
Market cap
$3.02B
Sector
Financials
Overall winner
Palomar Holdings PLMR
Wins on the combined sum of fit scores across all four strategies. Per-strategy breakdown below.
Fit scores by strategy
| Strategy | CG | PLMR | Winner |
|---|---|---|---|
| Warren Buffett | 52D | 73B | PLMR |
| Benjamin Graham | 74D | 63C | CG |
| Philip Fisher | 44D | 74B | PLMR |
| Peter Lynch | 25F | 60C | PLMR |
| Joel Greenblatt | 33F | 31F | CG |
| Charlie Munger | 58D | 56C | CG |
| Terry Smith | 54D | 57C | PLMR |
Side-by-side metrics
| Metric | CG | PLMR |
|---|---|---|
| Market cap | $16.35B | $3.02B |
| P/E (TTM) | 32.9x | 15.5x |
| EV/EBIT | 23.3x | 13.0x |
| ROIC (TTM) | 2.36% | 11.53% |
| Gross margin | 73.08% | 60.65% |
| Net margin | 13.7% | 20.15% |
| Revenue CAGR 5y | -4.24% | 37.12% |
| EPS CAGR 5y | -27.99% | 42.39% |
| Debt / Equity | 2.7x | 0.3x |
| Dividend yield | 2.8% | 0.0% |
Where each one wins
The metrics with the biggest gap between the two - sorted so the most decisive edges read first.
CG leads on
- Dividend yield2.8%vs 0.0%+100%
- Market cap$16.35Bvs $3.02B+82%
- Gross margin73.08%vs 60.65%+17%
PLMR leads on
- EPS CAGR 5y42.39%vs -27.99%+166%
- Revenue CAGR 5y37.12%vs -4.24%+111%
- Debt / Equity0.3xvs 2.7x+89%
- ROIC (TTM)11.53%vs 2.36%+80%
Related on invest-like
Key terms in this analysis
Educational tool. Fit scores are deterministic projections from public financials onto each investor's published criteria - not personal recommendations or advice.