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: 5.5Value: 5.0Quality: 5.0

RILYK

Avoid

27

out of 100

Grade: F

Growth: 3.3Profit: 5.5Value: 5.0Quality: 6.5
Piotroski: 4/9Altman Z: -1.42

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

CGABL1 strengths · Avg: 10.0/10
Return on EquityProfitability
68.7%10/10

Every $100 of equity generates 69 in profit

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

Every $100 of equity generates 114 in profit

Debt/EquityHealth
-5.7310/10

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

Profit MarginProfitability
0.0%3/10

0.0% margin — thin

Operating MarginProfitability
0.0%3/10

Operating margin of 0.0%

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

The strongest argument for CGABL centers on Return on Equity.

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, Profit Margin.

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.

CGABL generates stronger free cash flow (74M), 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 are issued by a preeminent global investment firm renowned for its diverse portfolio management across private equity, credit, and real assets. These subordinated notes present a compelling yield opportunity for income-focused institutional investors, leveraging Carlyle's deep market insights and historical performance. As the firm continues to strategically broaden its international footprint, these notes serve as a valuable instrument for investors aiming to integrate fixed-income solutions with Carlyle's long-term growth strategies and resilient capital allocation framework.

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

NONE · NONE · USA

B. Riley Financial Inc. is a prominent diversified financial services firm that delivers a comprehensive range of investment banking, financial advisory, asset management, and capital markets solutions tailored to meet the needs of institutional investors. The firm's strategic initiatives are underscored by its 5.50% Senior Notes due 2026, which reflect its commitment to optimizing shareholder value through innovative financing solutions. B. Riley's adeptness in identifying and leveraging market opportunities positions it as a trusted partner for investors seeking robust, growth-oriented financial strategies. With a proven track record of success and a client-centric approach, B. Riley maintains a competitive edge in the dynamic financial services sector.

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