Carlyle Group Inc.

CG | NASDAQ

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$40.58

-$0.28 (-0.69%)

Sep 22, 2026, 12:27 PM ET · Market open

Overview Rating Statistics Financials Earnings Analysts Ownership Dividends Profile

-0.69%

(1D)

Rating

Updated: Aug 28, 2026

31.6

Fundamentals Weak

Market Sentiment Bullish

Moat None

Full Analysis

Key Statistics

Market Data

Market Cap $14.61B

1D Range

40.09 41.44

52W Range

39.16 69.18

Valuation (TTM)

PE 42.56

PB 2.04

EV/EBITDA 32.19

Valuation (NTM)

Forward PE 8.08

Forward PEG 0.99

Price Target $56.71

Cash Flow

FCF Yield -6.2%

SBC Adj. FCF Yield -6.2%

SBC Impact N/A

Margins

Gross Margin 70.7%

Operating Margin 17.6%

FCF Margin -23.3%

Growth (CAGR)

Revenue 3Y | 5Y 9.8% | -5.4%

Dil EPS 3Y | 5Y -5.3% | -33.3%

FCF 3Y | 5Y -227.3% | -688.3%

Returns

ROA 1.3%

ROE 6.1%

ROIC 2.8%

Financial Health

Net Debt

$11.76B

Current Ratio 0.61

Interest Coverage 2.35

Dividends

Div Yield 3.43%

Payout Ratio 145.8%

FCF Payout Ratio -55.0%

All Key Statistics

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Profile

The Carlyle Group Inc. is a leading global investment firm that employs both direct investment and fund-of-fund strategies. Its direct investment expertise is extensive, encompassing management-led le...

Sector Financial Services

Industry Asset Management

Employees 2,500

IPO Date May 2, 2012

Website www.carlyle.com

Fiscal Year January - December

Full Company Profile

Latest News

7 days ago · youtube.com

Inside Carlyle's Global Investment Conference, Bessent Faces Big Questions

Get a jump start on the US trading day with Dani Burger and Isabelle Lee on "Bloomberg Open Interest." Dani Burger is at Carlyle's Global Investor Conference, talking defense tech, AI and the outlook for credit with Ian Fujiyama, Jason Thomas and Alex Chi.

7 days ago · seekingalpha.com

Carlyle Group: Asymmetric Return Profile

Carlyle Group shares have underperformed peers yet offer an asymmetric value opportunity with limited downside risk. CG expects 15% annual growth in fee-related earnings and distributable earnings, supported by durable, recurring income streams and a strong balance sheet. Alpinvest, nearly 25% of CG's AUM, benefits from both current monetization challenges and long-term private asset growth, positioning CG advantageously.

7 days ago · youtube.com

Carlyle's Fujiyama Sees Investor Excitement in Defense Tech

Carlyle Global Head of Aerospace, Defense and Government Ian Fujiyama spoke with Bloomberg's Dani Burger from the sidelines of Carlyle's Global Investor Conference in Washington. He discussed the wave of investor excitement in defense tech, investing at the edge of innovation, supply-chain resilience, AI in defense, and more.

7 days ago · youtube.com

Carlyle CEO on US Economy, Fed, MIT AI Partnership

Carlyle CEO Harvey Schwartz sees the US economy “doing quite well,” despite uncertainty and inflation, and says the US is at a period where the Federal Reserve will continue to watch the data. Schwartz also discusses the firm's partnership with MIT and his view on growth concerns related to artificial intelligence,.

12 days ago · prnewswire.com

Carlyle, Insight Partners, and JMI Equity Unveil Exiger's Complete AI-Built Transformation

Category Leader Launches Autonomous AI Development Platform to Bring Compounding and Iterative Agentic Capabilities to Supply Chain, Readiness, and Trade Management WASHINGTON, Sept. 10, 2026 /PRNewswire/ -- Exiger, a market-leading supply chain AI company, in partnership with investors Carlyle, Insight Partners, and JMI Equity, today announced its complete AI transformation with the AI-native 1Exiger release, a significant upgrade to the 1Exiger tech stack that is designed to allow customers to harness the agility of AI for supply chain, procurement, and compliance tasks.

14 days ago · zacks.com

How Carlyle's Wealth Push Opens New Avenues for Fee Revenue Growth

The Carlyle Group Inc. CG is expanding its wealth-management business to support fee revenue growth. The company's segment fee revenues expanded at a 5.7% compound annual growth rate (CAGR) during 2022-2025 and continued to increase in the first half of 2026.

18 days ago · zacks.com

Carlyle (CG) Down 2.3% Since Last Earnings Report: Can It Rebound?

Carlyle (CG) reported earnings 30 days ago. What's next for the stock?

20 days ago · reuters.com

Private equity firms Carlyle, Bain, Oaktree readying bids for Serie A international media unit, say sources

Carlyle and Bain are among private equity funds preparing to bid for a minority stake in a company holding the international media rights of Serie A, three sources familiar with the matter told Reuters, in the ‌latest attempt from Italy's top-flight soccer league to bring in outside investors.

27 days ago · seekingalpha.com

Carlyle Secured Lending: I'm Buying This 12% Yield For Cents On The Dollar

Carlyle Secured Lending remains a compelling "Buy" with a 12% yield and a 27% discount to NAV. CGBD's portfolio is largely senior secured, highly diversified, and maintains a low 0.6% non-accrual rate by fair value. Joint ventures are delivering high-teens returns and are expected to drive earnings growth as transaction activity recovers.