Carlyle Group Croissance future
Future contrôle des critères 4/6
Carlyle Group devrait augmenter ses bénéfices et son chiffre d'affaires de 13.7% et de 22% par an respectivement. Le BPA devrait croître de de 19.8% par an. Le rendement des capitaux propres devrait être 22.4% dans 3 ans.
Informations clés
13.7%
Taux de croissance des bénéfices
19.78%
Taux de croissance du BPA
| Capital Markets croissance des bénéfices | 11.7% |
| Taux de croissance des recettes | 22.0% |
| Rendement futur des capitaux propres | 22.42% |
| Couverture par les analystes | Good |
| Dernière mise à jour | 12 May 2026 |
Mises à jour récentes de la croissance future
Recent updates
Article d’analyse • May 20
Analysts Are More Bearish On The Carlyle Group Inc. (NASDAQ:CG) Than They Used To Be
One thing we could say about the analysts on The Carlyle Group Inc. ( NASDAQ:CG ) - they aren't optimistic, having just...
Mise à jour du récit • May 06
CG: Expanded Partnerships And Data Center Projects Will Support Future Upside
Analysts have trimmed their price target for Carlyle Group to about $61.81 from $66.94, citing revised assumptions for fair value, revenue growth, profit margins and a slightly higher future P/E multiple as the key drivers of the update. What's in the News Carlyle and SEI announced an expanded partnership aimed at widening access to institutional private market capabilities across wealth and retirement channels, including potential new collaborative solutions and model portfolios for private market exposure (Key Developments).
Mise à jour du récit • Apr 20
CG: Data Center Projects And Buybacks Will Support A Balanced Outlook
Analysts now set a lower price target for Carlyle Group at $48.00, down from about $55.27, citing updated assumptions for fair value, discount rate, revenue growth, profit margin and future P/E. What's in the News US Army selects Carlyle and KKR to build two data centres on military bases, each estimated to cost about US$2b, with long term leases and capacity partly reserved for Army use.
Mise à jour du récit • Apr 06
CG: Future Data Centre Projects And Buybacks Will Support Upside Potential
Analysts have raised their fair value estimate for Carlyle Group from $75.00 to $81.00. They cited updated assumptions around revenue growth, profit margins and the future P/E ratio as the key drivers behind the higher price target.Mise à jour du récit • Mar 23
CG: Ongoing Buybacks And Selective Dealmaking Will Support Future Upside
The analyst price target for Carlyle Group has shifted modestly to $66.94 from $66.27, as analysts factor in updated assumptions that include a slightly different discount rate, adjusted revenue growth expectations, a marginally higher profit margin, and a small change in the future P/E input. What's in the News Carlyle Group announced a share repurchase program that allows the company to buy back up to US$2.0b of its common shares, signaling an ongoing focus on returning capital to shareholders (Buyback Transaction Announcements).Mise à jour du récit • Mar 09
CG: Buybacks And Potential Sports Deal Will Support Bullish Outlook
Analysts have adjusted their price target for Carlyle Group to $55.27 from $53.95, reflecting updated assumptions around discount rates, revenue growth, profit margins, and future P/E expectations. What's in the News Carlyle Group announced a share repurchase program authorizing buybacks of up to US$2.0b of its common shares.Mise à jour du récit • Feb 22
CG: Future Sports And Healthtech Deals Will Test Fairly Priced Outlook
Analysts have trimmed their price target for Carlyle Group to $53.95 from $54.60, reflecting updated assumptions around higher expected revenue growth, slightly lower profit margins, a marginally higher discount rate, and a modestly lower future P/E multiple. What's in the News Carlyle is among private equity firms evaluating the acquisition of EQT Partners' 40% stake in healthtech firm CitiusTech in a potential deal likely around US$1b, with JP Morgan running the sale process and no bids placed yet (Key Developments).Mise à jour du récit • Feb 08
CG: Future Sports And Energy Deals Will Test Fairly Priced Outlook
Analysts have raised their price target on Carlyle Group to US$54.60 from US$53.74, reflecting updated assumptions that include a lower discount rate, a revised revenue growth outlook, a higher projected profit margin, and a slightly adjusted future P/E multiple. What's in the News Carlyle is reported to be evaluating non binding bids for a potential stake in Indian Premier League team Royal Challengers Bengaluru, alongside other global buyout firms and large investors, in a process that could value the franchise between US$1.4b and US$1.8b (media reports).Mise à jour du récit • Jan 24
CG: Future Sanctioned Asset Pursuit Will Undermine Already Stretched Pricing
Analysts have nudged their price target for Carlyle Group slightly higher to about US$53.74 from roughly US$53.00, citing modest adjustments in assumed revenue growth, profit margin, discount rate and future P/E as the drivers behind the change. What's in the News Global private equity firms, including The Carlyle Group Inc., are evaluating non binding bids for a stake in Indian Premier League team Royal Challengers Bengaluru, with reported potential valuation in the US$1.4b to US$1.8b range (M&A Rumors and Discussions).Mise à jour du récit • Jan 10
CG: Future Sanctioned Asset Pursuit Will Undermine Already Stretched Pricing
Analysts have trimmed their fair value estimate for Carlyle Group from $56.00 to $53.00, citing updated assumptions that include a higher discount rate, a change from a 2.59% revenue contraction to 24.74% growth, a profit margin increase from 31.92% to 36.02%, and a lower future P/E expectation from 16.76 to 11.09. What's in the News Carlyle is reported to be interested in the foreign assets of PJSC LUKOIL, a Russian oil company under U.S. sanctions, and is considering seeking a U.S. licence to talk about a potential deal, with no due diligence conducted so far and no assurance the discussions will move ahead (Financial Times via SeeNews).Seeking Alpha • Jan 10
Carlyle Group: The Underlying Thesis For Investment Management Underperformance In 2026E
Summary Carlyle Group is rated 'HOLD' due to overvaluation and sector headwinds, with a price target of $48/share. PE industry challenges—slower exits, higher debt costs, and extended holding periods—undermine CG's business model and near-term outlook. Recent 3Q25 results missed forecasts, confirming volatility and forecast inaccuracy, with YoY sales down over 12% and a 20.7% miss. Even bullish scenarios yield sub-12% annualized returns; risk/reward is unattractive versus other sectors, despite CG's quality and dividend. Read the full article on Seeking AlphaMise à jour du récit • Dec 26
CG: Overseas Energy Bid And Ongoing Buybacks Will Shape Measured Outlook
Analysts have modestly raised their price target on Carlyle Group by approximately 1 percent to reflect a higher estimated fair value of around 66 dollars, supported by expectations for stronger profit margins and a lower future price to earnings multiple. What's in the News Carlyle Group is exploring a potential bid for the foreign assets of sanctioned Russian oil company Lukoil and may seek a U.S. licence to hold negotiations, although no due diligence has been conducted and the firm may decide not to proceed (Financial Times via SeeNews) Several competing bidders are reportedly targeting different parts of Lukoil's international business, which Carlyle is assessing as part of a broader sale process triggered by recent U.S. sanctions on Lukoil (SeeNews) From July 1, 2025 to September 30, 2025, Carlyle repurchased about 1.57 million shares for 100 million dollars, representing 0.44 percent of shares outstanding (company buyback update) Since launching its buyback program on October 28, 2021, Carlyle has repurchased approximately 24.65 million shares, or 6.85 percent of its share base, for a total of about 1.01 billion dollars (company buyback update) Valuation Changes Fair Value Estimate has risen slightly to approximately 66 dollars from about 65.7 dollars.Mise à jour du récit • Dec 12
CG: Global Asset Deals And Completed Buybacks Will Shape Balanced Outlook
The analyst price target for Carlyle Group has inched higher to approximately 65.73 dollars from 65 dollars, as analysts modestly refine their models to reflect slightly lower perceived risk, resilient top line expansion, and a marginally stronger long term profitability profile. What's in the News Carlyle is exploring a potential bid for the foreign assets of sanctioned Russian oil company Lukoil and may seek a U.S. licence to negotiate.Mise à jour du récit • Nov 28
CG: Buybacks And Global Deal Pursuits Will Drive Momentum Ahead
Analysts have slightly reduced their price target for the Carlyle Group from $65.56 to $65.00. They cite modest adjustments in profit margin and discount rate estimates, even though they expect slightly higher revenue growth.Mise à jour du récit • Nov 14
CG: Increased Private Equity Interest Will Drive Momentum In Precision Engineering
Analysts have revised their fair value target for Carlyle Group from $69.25 to $65.56. They cite shifts in revenue growth expectations and profit margin forecasts as the primary drivers behind the adjustment.Mise à jour du récit • Oct 31
CG: Minority Stake Deal And Buybacks Will Drive Value Creation
Analysts have slightly raised their price target for Carlyle Group from $69.06 to $69.25, citing minor improvements in estimated revenue growth and projected profits. What's in the News Carlyle Group is reportedly among private equity firms in discussions to acquire a minority stake in Nash Industries, an auto components maker in Bengaluru, as part of its first institutional fundraising round (Key Developments).Mise à jour du récit • Oct 16
Global Partnerships And Geographic Expansion Will Unlock Value
Analysts have raised their price target for Carlyle Group from $68.08 to $69.06 per share. They cited improved revenue growth expectations and a modest reduction in implied risk, even as profit margin forecasts were slightly lowered.Mise à jour du récit • Aug 08
Global Partnerships And Geographic Expansion Will Unlock Value
Despite a significant downgrade in revenue growth forecasts and a slight increase in future P/E, Carlyle Group's consensus analyst price target has been raised from $61.70 to $65.88. What's in the News John C.Article d’analyse • Jul 15
Revenues Not Telling The Story For The Carlyle Group Inc. (NASDAQ:CG) After Shares Rise 28%
Despite an already strong run, The Carlyle Group Inc. ( NASDAQ:CG ) shares have been powering on, with a gain of 28% in...Prévisions de croissance des bénéfices et des revenus
| Date | Recettes | Les revenus | Flux de trésorerie disponible | Cash from Op | Moy. Nombre d'analystes |
|---|---|---|---|---|---|
| 12/31/2028 | 5,598 | 1,915 | 1,892 | 2,011 | 1 |
| 12/31/2027 | 5,043 | 1,840 | 1,986 | 2,095 | 6 |
| 12/31/2026 | 3,791 | 1,603 | 1,535 | 1,631 | 5 |
| 3/31/2026 | 3,249 | 547 | -4,277 | -4,166 | N/A |
| 12/31/2025 | 4,032 | 809 | -3,375 | -3,275 | N/A |
| 9/30/2025 | 3,208 | 662 | -2,517 | -2,433 | N/A |
| 6/30/2025 | 5,526 | 1,256 | -162 | -82 | N/A |
| 3/31/2025 | 5,039 | 1,085 | -1,263 | -1,183 | N/A |
| 12/31/2024 | 4,740 | 1,020 | -837 | -759 | N/A |
| 9/30/2024 | 4,637 | 118 | -221 | -153 | N/A |
| 6/30/2024 | 2,776 | -397 | -211 | -145 | N/A |
| 3/31/2024 | 2,218 | -643 | 321 | 389 | N/A |
| 12/31/2023 | 2,421 | -608 | 138 | 205 | N/A |
| 9/30/2023 | 2,264 | 211 | -235 | -170 | N/A |
| 6/30/2023 | 2,689 | 410 | -725 | -670 | N/A |
| 3/31/2023 | 3,341 | 754 | -161 | -120 | N/A |
| 12/31/2022 | 4,117 | 1,225 | -1,038 | -379 | N/A |
| 9/30/2022 | 5,417 | 1,745 | -428 | 230 | N/A |
| 6/30/2022 | 5,977 | 1,997 | -22 | 637 | N/A |
| 3/31/2022 | 7,630 | 2,677 | 687 | 1,350 | N/A |
| 12/31/2021 | 8,490 | 2,975 | 1,750 | 1,791 | N/A |
| 9/30/2021 | 8,025 | 2,846 | 1,193 | 1,244 | N/A |
| 6/30/2021 | 7,433 | 2,609 | 448 | 503 | N/A |
| 3/31/2021 | 5,864 | 1,830 | 89 | 146 | N/A |
| 12/31/2020 | 2,677 | 348 | -230 | -169 | N/A |
| 9/30/2020 | 1,630 | -179 | -724 | -676 | N/A |
| 6/30/2020 | 1,370 | -406 | -15 | 13 | N/A |
| 3/31/2020 | 1,319 | -404 | -262 | -228 | N/A |
| 12/31/2019 | 3,163 | 345 | N/A | 359 | N/A |
| 9/30/2019 | 2,847 | 338 | N/A | 486 | N/A |
| 6/30/2019 | 2,745 | 281 | N/A | 464 | N/A |
| 3/31/2019 | 2,561 | 196 | N/A | 20 | N/A |
| 12/31/2018 | 2,180 | 93 | N/A | -343 | N/A |
| 9/30/2018 | 3,229 | 162 | N/A | -484 | N/A |
| 6/30/2018 | 3,138 | 195 | N/A | -918 | N/A |
| 3/31/2018 | 3,103 | 189 | N/A | -545 | N/A |
| 12/31/2017 | 3,276 | 238 | N/A | -7 | N/A |
| 9/30/2017 | 2,883 | 176 | N/A | 144 | N/A |
| 6/30/2017 | 2,839 | 133 | N/A | 467 | N/A |
| 3/31/2017 | 2,552 | 81 | N/A | 195 | N/A |
| 12/31/2016 | 2,033 | 6 | N/A | -301 | N/A |
| 9/30/2016 | 1,944 | 11 | N/A | -412 | N/A |
| 6/30/2016 | 1,426 | -73 | N/A | 212 | N/A |
| 3/31/2016 | 1,415 | -49 | N/A | 2,448 | N/A |
| 12/31/2015 | 1,868 | -18 | N/A | 3,903 | N/A |
| 9/30/2015 | 1,962 | 2 | N/A | 4,572 | N/A |
| 6/30/2015 | 2,465 | 111 | N/A | 3,865 | N/A |
Prévisions de croissance des analystes
Taux de revenus par rapport au taux d'épargne: La croissance des bénéfices prévue de CG ( 13.7% par an) est supérieure au taux d'épargne ( 3.5% ).
Bénéfices vs marché: Les bénéfices de CG ( 13.7% par an) devraient croître plus lentement que le marché US ( 16.8% par an).
Croissance élevée des bénéfices: Les bénéfices de CG devraient augmenter, mais pas de manière significative.
Chiffre d'affaires vs marché: Le chiffre d'affaires de CG ( 22% par an) devrait croître plus rapidement que le marché US ( 11.6% par an).
Croissance élevée des revenus: Le chiffre d'affaires de CG ( 22% par an) devrait croître plus rapidement que 20% par an.
Prévisions de croissance du bénéfice par action
Rendement futur des capitaux propres
ROE futur: Le retour sur capitaux propres de CG devrait être élevé dans 3 ans ( 22.4 %)
Découvrir les entreprises en croissance
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/05/20 15:09 |
| Cours de l'action en fin de journée | 2026/05/20 00:00 |
| Les revenus | 2026/03/31 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
The Carlyle Group Inc. est couverte par 26 analystes. 11 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Roger Freeman | Barclays |
| Benjamin Budish | Barclays |
| Brennan Hawken | BMO Capital Markets Equity Research |