WallStSmart

The Carlyle Group Inc. 4.625% Subordinated Notes due 2061 (CGABL)vsB. Riley Financial Inc. 5.50% Senior Notes Due 2026 (RILYK)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

RILYK 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

RILYK

Avoid

27

out of 100

Grade: F

Growth: 4.0Profit: 5.5Value: 5.0Quality: 5.5
Piotroski: 4/9Altman Z: 0.64

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

CGABL0 strengths · Avg: 0/10

No standout strengths identified

RILYK2 strengths · Avg: 10.0/10
Return on EquityProfitability
114.4%10/10

Every $100 of equity generates 114 in profit

Debt/EquityHealth
-8.5610/10

Conservative balance sheet, low leverage

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
7.4%3/10

ROE of 7.4% — below average capital efficiency

Profit MarginProfitability
0.0%3/10

0.0% margin — thin

RILYK4 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
$1.95B3/10

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 : RILYK

The strongest argument for RILYK centers on Return on Equity, Debt/Equity.

Bear Case : CGABL

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

Bear Case : RILYK

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

Key Dynamics to Monitor

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

RILYK generates stronger free cash flow (25M), providing more financial flexibility.

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

Bottom Line

CGABL scores higher overall (30/100 vs 27/100). 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 present a compelling fixed-income investment opportunity emanating from a leading global investment manager with a distinguished history in private equity, credit, and real assets. With a competitive yield reflecting its strong market positioning and commitment to operational excellence, Carlyle is poised for continued growth, further enhancing the appeal of these subordinated notes. As the firm strategically expands its international footprint and fine-tunes its portfolio management, investors can anticipate consistent long-term income from these securities, positioned within a diversified capital structure.

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B. Riley Financial Inc. 5.50% Senior Notes Due 2026

NONE · NONE · USA

B. Riley Financial Inc. is a leading diversified financial services firm that specializes in providing investment banking, financial advisory, asset management, and capital markets solutions with a strong focus on institutional investors. The company’s financial strength is highlighted by its 5.50% Senior Notes due 2026, reflecting a commitment to enhancing shareholder value through innovative financing and strategic capital allocation. With a robust reputation for identifying market opportunities and delivering tailored financial strategies, B. Riley serves as a trusted partner for clients seeking growth and stability in an ever-evolving economic landscape. The firm's client-centric approach and proven success underline its competitive advantage in the dynamic financial services industry.

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