WallStSmart

The Carlyle Group Inc. 4.625% Subordinated Notes due 2061 (CGABL)vsSunoco LP (SUN)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

SUN leads profitability with a 2.1% profit margin vs 0.0%. SUN earns a higher WallStSmart Score of 52/100 (C-).

CGABL

Avoid

30

out of 100

Grade: F

Growth: 4.0Profit: 5.5Value: 5.0Quality: 5.0

SUN

Buy

52

out of 100

Grade: C-

Growth: 4.7Profit: 4.5Value: 5.3Quality: 6.0
Piotroski: 2/9
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for CGABL.

SUNUndervalued (+56.4%)

Margin of Safety

+56.4%

Fair Value

$137.02

Current Price

$68.42

$68.60 discount

UndervaluedFair: $137.02Overvalued

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

SUN2 strengths · Avg: 10.0/10
Price/BookValuation
1.4x10/10

Reasonable price relative to book value

Revenue GrowthGrowth
63.2%10/10

Revenue surging 63.2% year-over-year

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%

SUN4 concerns · Avg: 3.3/10
P/E RatioValuation
30.0x4/10

Premium valuation, high expectations priced in

Profit MarginProfitability
2.1%3/10

2.1% margin — thin

Operating MarginProfitability
2.7%3/10

Operating margin of 2.7%

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

Comparative Analysis Report

WallStSmart Research

Bull Case : CGABL

The strongest argument for CGABL centers on Return on Equity.

Bull Case : SUN

The strongest argument for SUN centers on Price/Book, Revenue Growth. Revenue growth of 63.2% demonstrates continued momentum.

Bear Case : CGABL

The primary concerns for CGABL are Revenue Growth, EPS Growth, Profit Margin.

Bear Case : SUN

The primary concerns for SUN are P/E Ratio, Profit Margin, Operating Margin. Thin 2.1% margins leave little buffer for downturns.

Key Dynamics to Monitor

CGABL profiles as a value stock while SUN is a hypergrowth play — different risk/reward profiles.

SUN is growing revenue faster at 63.2% — sustainability is the question.

SUN generates stronger free cash flow (246M), providing more financial flexibility.

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

Bottom Line

SUN scores higher overall (52/100 vs 30/100) and 63.2% revenue growth. Both earn "Buy" 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 from one of the world's leading investment firms, renowned for its expertise across private equity, credit, and real assets. Offering a competitive yield, these subordinated notes allow institutional investors to leverage Carlyle's strong market position and commitment to strategic growth and operational efficiency. As the firm continues to expand its global footprint and enhance its portfolio management capabilities, these notes are well-positioned to provide a stable source of long-term income within a resilient and diversified capital structure.

Visit Website →

Sunoco LP

ENERGY · OIL & GAS REFINING & MARKETING · USA

Sunoco LP, distributes and sells motor fuels in the United States. The company is headquartered in Dallas, Texas.

Want to dig deeper into these stocks?