WallStSmart

The Carlyle Group Inc. 4.625% Subordinated Notes due 2061 (CGABL)vsOxford Square Capital Corp. 5.50% Notes due 2028 (OXSQG)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

OXSQG leads profitability with a 0.0% profit margin vs 0.0%. CGABL earns a higher WallStSmart Score of 30/100 (F).

CGABL

Avoid

30

out of 100

Grade: F

Growth: 4.0Profit: 4.0Value: 5.0Quality: 5.3
Piotroski: 2/9Altman Z: 0.55

OXSQG

Avoid

26

out of 100

Grade: F

Growth: 4.3Profit: 3.5Value: 5.0Quality: 5.0
Piotroski: 3/9Altman Z: -1.12

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

CGABL0 strengths · Avg: 0/10

No standout strengths identified

OXSQG0 strengths · Avg: 0/10

No standout strengths identified

Areas to Watch

CGABL4 concerns · Avg: 3.5/10
Revenue GrowthGrowth
0.0%4/10

0.0% revenue growth

EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Return on EquityProfitability
5.0%3/10

ROE of 5.0% — below average capital efficiency

Profit MarginProfitability
0.0%3/10

0.0% margin — thin

OXSQG4 concerns · Avg: 3.5/10
Revenue GrowthGrowth
0.0%4/10

0.0% revenue growth

EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Market CapQuality
$248.44M3/10

Smaller company, higher risk/reward

Profit MarginProfitability
0.0%3/10

0.0% margin — thin

Comparative Analysis Report

WallStSmart Research

Bull Case : CGABL

CGABL has a balanced fundamental profile.

Bull Case : OXSQG

OXSQG has a balanced fundamental profile.

Bear Case : CGABL

The primary concerns for CGABL are Revenue Growth, EPS Growth, Return on Equity.

Bear Case : OXSQG

The primary concerns for OXSQG are Revenue Growth, EPS Growth, Market Cap.

Key Dynamics to Monitor

OXSQG is growing revenue faster at 0.0% — sustainability is the question.

OXSQG generates stronger free cash flow (-14M), providing more financial flexibility.

Monitor NONE industry trends, competitive dynamics, and regulatory changes.

Bottom Line

CGABL scores higher overall (30/100 vs 26/100). Both earn "Avoid" and "Avoid" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

The Carlyle Group Inc. 4.625% Subordinated Notes due 2061

NONE · NONE · USA

The Carlyle Group Inc. 4.625% Subordinated Notes due 2061 represent an attractive fixed-income investment from a premier global investment firm with an esteemed reputation in private equity, credit, and real assets. These notes offer a competitive yield, underscoring Carlyle's robust market position and dedication to operational excellence, which are crucial for driving future growth. With a strategic focus on expanding its international presence and refining its portfolio management, Carlyle is well-equipped to deliver steady, long-term income, enhancing the stability and appeal of these subordinated securities within a diversified capital framework.

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Oxford Square Capital Corp. 5.50% Notes due 2028

NONE · NONE · USA

Oxford Square Capital Corp. 5.50% Notes due 2028 offer institutional investors a compelling opportunity for stable fixed-income returns combined with potential capital appreciation. Focused on the resilient middle-market sector, the company employs a diversified investment strategy that leverages strong cash flow generation across various economic environments. Backed by a seasoned management team and a disciplined investment approach, these notes provide consistent interest payments, positioning them as an attractive addition to income-oriented portfolios seeking a mix of stability and growth.

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