Carlyle Group (CG *) Aandelenoverzicht

The Carlyle Group Inc. is een investeringsmaatschappij die gespecialiseerd is in directe investeringen en investeringen in fondsen. Meer informatie

CG * fundamentele analyse
Sneeuwvlok Score
Waardering	3/6
Toekomstige groei	6/6
Prestaties in het verleden	1/6
Financiële gezondheid	1/6
Dividenden	1/6

Beloningen

Verhandeld tegen 50.7% onder onze schatting van de reële waarde

De winst zal naar verwachting met 20.46% per jaar groeien

Analisten zijn het erover eens dat de aandelenkoers met 21% zal stijgen

Risicoanalyse

Het dividend van 2.93% wordt niet goed gedekt door de winst of de vrije kasstromen

Aandelen zijn zeer illiquide

De schulden worden niet goed gedekt door de operationele kasstroom

Winstmarges (13%) zijn lager dan vorig jaar (22.7%)

CG * Community Fair Values

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The Carlyle Group Inc. Concurrenten

Prijsgeschiedenis en prestaties

Overzicht van hoogtepunten, dieptepunten en veranderingen in de aandelenkoersen voor Carlyle Group
Historische aandelenkoersen
Huidige aandelenkoers	US$793.00
52 Week Hoogtepunt	US$1,219.00
52 Week Laag	US$727.00
Bèta	1.83
1 maand verandering	9.08%
3 maanden verandering	n/a
1 Jaar Verandering	-32.60%
3 jaar verandering	45.17%
5 jaar verandering	n/a
Verandering sinds IPO	32.68%

Recent nieuws en updates

Recent updates

Rendement voor aandeelhouders

	CG *	MX Capital Markets	MX Markt
7D	0%	-0.4%	-0.4%
1Y	-32.6%	6.6%	14.7%

Rendement versus industrie: CG * presteerde slechter dan de MX Capital Markets -sector, die het afgelopen jaar een rendement van 6.6 % opleverde.

Rendement versus markt: CG * presteerde slechter dan MX Market, dat het afgelopen jaar een rendement van 14.7 % opleverde.

Prijsvolatiliteit

Is CG *'s price volatile compared to industry and market?
CG * volatility
CG * Average Weekly Movement	n/a
Capital Markets Industry Average Movement	3.5%
Market Average Movement	3.4%
10% most volatile stocks in MX Market	5.4%
10% least volatile stocks in MX Market	2.4%

Stabiele aandelenkoers: De aandelenkoers van CG * is de afgelopen 3 maanden volatiel geweest in vergelijking met de MX markt.

Volatiliteit in de loop van de tijd: Onvoldoende gegevens om de volatiliteitsverandering van CG * in het afgelopen jaar te bepalen.

Over het bedrijf

Opgericht	Werknemers	CEO	Website
1987	2,500	Harvey Schwartz	www.carlyle.com

The Carlyle Group Inc. is een investeringsmaatschappij die gespecialiseerd is in directe investeringen en fondsinvesteringen. Binnen directe investeringen is het bedrijf gespecialiseerd in management-led/ Leveraged buyouts, privatiseringen, desinvesteringen, strategische minderheidsaandeleninvesteringen, gestructureerd krediet, wereldwijde distressed en corporate opportunities, kleine en middenmarkt, onderhandse plaatsingen van aandelen, consolidaties en uitbreidingen, senior debt, mezzanine en leveraged finance, en durfkapitaal- en groeikapitaalfinancieringen, seed/startup, early venture, opkomende groei, turnaround, mid venture, late venture, PIPES. Het bedrijf investeert in vier segmenten, waaronder Corporate Private Equity, Real Assets, Global Market Strategies en Solutions.

The Carlyle Group Inc. Samenvatting

Hoe verhouden de winst en inkomsten van Carlyle Group zich tot de beurswaarde?
CG * fundamentele statistieken
Marktkapitalisatie	Mex$289.46b
Inkomsten(TTM)	Mex$6.24b
Inkomsten(TTM)	Mex$47.93b

46.4x

Koers/Winstverhouding

6.0x

P/S-verhouding

Is CG * overgewaardeerd?

Zie Reële waarde en waarderingsanalyse

Inkomsten en omzet

Belangrijkste winstgevendheidsstatistieken uit het laatste winstverslag (TTM)
CG * resultatenrekening (TTM)
Inkomsten	US$2.80b
Kosten van inkomsten	US$47.00m
Brutowinst	US$2.75b
Overige uitgaven	US$2.39b
Inkomsten	US$363.90m

Laatst gerapporteerde inkomsten

Jun 30, 2026

Volgende inkomensdatum

n.v.t.

Winst per aandeel (EPS)	1.03
Brutomarge	98.32%
Nettowinstmarge	13.01%
Schuld/Eigen Vermogen Verhouding	191.4%

Hoe presteerde CG * op de lange termijn?

Bekijk historische prestaties en vergelijking

Dividenden

2.9%

Huidig dividendrendement

138%

Uitbetalingsratio

Bedrijfsanalyse en status van financiële gegevens

Gegevens	Laatst bijgewerkt (UTC-tijd)
Bedrijfsanalyse	2026/08/09 15:11
Aandelenkoers aan het einde van de dag	2026/07/24 00:00
Inkomsten	2026/06/30
Jaarlijkse inkomsten	2025/12/31

Gegevensbronnen

De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.

Pakket	Gegevens	Tijdframe	Voorbeeld Amerikaanse bron ^*
Financiële gegevens bedrijf	10 jaar	Resultatenrekening Kasstroomoverzicht Balans	SEC-formulier 10-K SEC-formulier 10-Q
Consensus schattingen analisten	+3 jaar	Financiële prognoses Koersdoelen analisten	Onderzoeksrapporten van analisten Blue Matrix
Marktprijzen	30 jaar	Aandelenprijzen Dividenden, splitsingen en acties	ICE Marktgegevens SEC-formulier S-1
Eigendom	10 jaar	Top aandeelhouders Handel met voorkennis	SEC-formulier 4 SEC-formulier 13D
Beheer	10 jaar	Leiderschapsteam Raad van bestuur	SEC-formulier 10-K SEC-formulier DEF 14A
Belangrijkste ontwikkelingen	10 jaar	Bedrijfsaankondigingen	SEC-formulier 8-K

^* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.

Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.

Analysemodel en Snowflake

Details van het analysamodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina, we hebben ook handleidingen over hoe u onze rapporten kunt gebruiken en tutorials op YouTube.

Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.

Industrie en sector

Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.

Bronnen van analisten

The Carlyle Group Inc. wordt gevolgd door 27 analisten. 12 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.

Analist	Instelling
Roger Freeman	Barclays
Benjamin Budish	Barclays
Brennan Hawken	BMO Capital Markets Equity Research

Carlyle Group (CG *) Aandelenoverzicht

Beloningen

Risicoanalyse

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The Carlyle Group Inc. Concurrenten

Grupo Profuturo. de

Corporativo GBM. de

Gentera. de

DWS Group GmbH KGaA

Prijsgeschiedenis en prestaties

Recent nieuws en updates

The Carlyle Group Inc. (NasdaqGS:CG) agreed to acquire an unknown minority stake in Prime Capital Investment Advisors, LLC from ABRY Partners, LLC for $600 million.

The Carlyle Group Inc. (NasdaqGS:CG) acquired Secturion Systems, Inc.

EQT AB (publ) (OM:EQT) agreed to acquire Copia Power from The Carlyle Group Inc. (NasdaqGS:CG) for estimated $2.6 billion.

The Carlyle Group Inc. to Report Q2, 2026 Results on Aug 05, 2026

An unknown funds managed by The Carlyle Group Inc. (NasdaqGS:CG), and Qatar Investment Authority completed the acquisition of 60% stake in Automotive OEM Coatings, Automotive Refinish Coatings, and Surface Treatment Businesses of BASF SE.

HongShan Capital Advisors Limited, Unknown funds managed by True Light Capital Pte. Ltd. and Temasek Holdings (Private) Limited completed the acquisition of an unknown majority stake in Golden Goose Group S.p.A. from Permira Advisers Ltd. and The Carlyle Group Inc. (NasdaqGS:CG).

Recent updates

The Carlyle Group Inc. (NasdaqGS:CG) agreed to acquire an unknown minority stake in Prime Capital Investment Advisors, LLC from ABRY Partners, LLC for $600 million.

The Carlyle Group Inc. (NasdaqGS:CG) acquired Secturion Systems, Inc.

EQT AB (publ) (OM:EQT) agreed to acquire Copia Power from The Carlyle Group Inc. (NasdaqGS:CG) for estimated $2.6 billion.

The Carlyle Group Inc. to Report Q2, 2026 Results on Aug 05, 2026

An unknown funds managed by The Carlyle Group Inc. (NasdaqGS:CG), and Qatar Investment Authority completed the acquisition of 60% stake in Automotive OEM Coatings, Automotive Refinish Coatings, and Surface Treatment Businesses of BASF SE.

HongShan Capital Advisors Limited, Unknown funds managed by True Light Capital Pte. Ltd. and Temasek Holdings (Private) Limited completed the acquisition of an unknown majority stake in Golden Goose Group S.p.A. from Permira Advisers Ltd. and The Carlyle Group Inc. (NasdaqGS:CG).

Carlyle Asia Partners, L.P. along with The Carlyle Group Inc. (NasdaqGS:CG) agreed to acquire Chung Ho Group from The Joung family for KRW 1.0 trillion.

Howard Hughes Holdings Inc. (NYSE:HHH) completed the acquisition of Vantage Group Holdings Ltd. from Carlyle Partners VII Cayman Holdings V, L.P, H&F Vantage Aggregator, L.P. and others.

The Carlyle Group Inc. Announces Appointment Kate Heinzelman as General Counsel, Effective June 29, 2026

Alsok Co.,Ltd. (TSE:2331) and The Carlyle Group Inc. (NasdaqGS:CG) proposed to acquire an additional 83.59% stake in Nippon Dry-Chemical Co., Ltd. (TSE:1909) for ¥83.6 billion.

New major risk - Dividend sustainability

First quarter 2026 earnings released: US$0.37 loss per share (vs US$0.36 profit in 1Q 2025)

The Carlyle Group Inc., Annual General Meeting, Jun 03, 2026

Stanley Electric Co., Ltd. (TSE:6923) completed the acquisition of Iwasaki Electric Co., Ltd. from Lux Holdings, L.P., a fund managed by The Carlyle Group Inc. (NasdaqGS:CG), and others.

Carlyle Asia Partners, a fund manage by The Carlyle Group Inc. (NasdaqGS:CG) completed the acquisition of KFC Korea Co., Ltd. from Orchestra Private Equity VI, L.P., a fund managed by Orchestra Private Equity Singapore Pte. Ltd.

The Carlyle Group Inc. to Report Q1, 2026 Results on May 07, 2026

An unknown funds managed by Carlyle Group Inc. (NasdaqGS:CG) agreed to acquire an unknown majority stake in MAI Capital Management, LLC.

The Carlyle Group Inc. (NasdaqGS:CG) agreed to acquire Basf India Coatings Private Limited from BASF India Limited (NSEI:BASF) for INR 2.3 billion.

Prime Infrastructure Capital, Inc completed the acquisition of SierraCol Energy Limited from Carlyle International Energy Partners LP fund managed by The Carlyle Group Inc. (NasdaqGS:CG).

The Carlyle Group Inc. (NasdaqGS:CG) enter into a share transfer agreement to acquire Sugiko Group Holdings Co., Ltd. from OPI2002 Investment Partnership and others.

The Carlyle Group Inc. (NasdaqGS:CG) completed the acquisition of Hogy Medical Co.,Ltd. (TSE:3593) from Dalton Investments LLC, Nippon Active Value Fund plc (LSE:NAVF) managed by International Fund Management Limited, NAVF Select LLC fund managed by Rosenwald Capital Management, Inc. and others.

Full year 2025 earnings released: EPS: US$2.25 (vs US$2.85 in FY 2024)

The Carlyle Group Inc. (NasdaqGS:CG) announces an Equity Buyback for $2,000 million worth of its shares.

Reddy Ice, LLC completed the acquisition of Arctic Glacier U.S.A., Inc. from The Carlyle Group Inc. (NasdaqGS : CG).

CVC, Advent, Carlyle, Blackstone Reportedly Circle Citius as EQT Weighs Billion-Dollar Exit

Full year 2025 earnings released: EPS: US$2.25 (vs US$2.85 in FY 2024)

The Carlyle Group Inc. Declares Quarterly Dividend, Payable on February 20, 2026

Reddy Ice, LLC entered into an agreement to acquire Arctic Glacier U.S.A., Inc. from The Carlyle Group Inc. (NasdaqGS : CG).

Stanley Electric Co., Ltd. (TSE:6923) executed an agreement to acquire Iwasaki Electric Co., Ltd. from Lux Holdings, L.P., a fund managed by The Carlyle Group Inc. (NasdaqGS:CG), and others for ¥70.3 billion.

The Carlyle Group Inc. (NasdaqGS:CG) signed a agreement to acquire LUKOIL International GmbH from PJSC LUKOIL (MISX:LKOH) for estimated $22.0 billion.

Blackstone, Temasek Reportedly Weigh Bids for Diageo Stake in RCB

Pantzer Properties, Inc. acquired 289-unit apartment building in Woburn from Toll Brothers, Inc. (NYSE:TOL) and an affiliate of The Carlyle Group Inc. (NasdaqGS:CG) for approximately $130 million.

The Carlyle Group Inc. Announces Executive Changes

The Carlyle Group Inc. Appoints Travis Wilson as Managing Director

Shimadzu Corporation (TSE:7701) agreed to acquire Tescan Group, A.S. from The Carlyle Group Inc. (NasdaqGS:CG) for approximately $680 million.

Carlyle Asia Partners manage by The Carlyle Group Inc. (NasdaqGS:CG) entered into a definitive agreement to acquire KFC Korea Co., Ltd.

Howard Hughes Holdings Inc. (NYSE:HHH) entered into a definitive agreement to acquire Vantage Group Holdings Ltd. for $2.1 billion.

Co-Founder & Non-Executive Co-Chairman recently sold Mex$644m worth of stock

Carlyle Group Inc. Announces Retirement of General Counsel Jeffrey Ferguson and Transition to Senior Advisor Role

Cloud Software Group, Inc. completed the acquisition of Arctera US Holdings, LLC from funds affiliated by The Carlyle Group Inc. (NasdaqGS:CG).

SoftBank Group Corp. (TSE:9984) completed the acquisition of 91.92% stake in Ampere Computing LLC from The Carlyle Group Inc. (NasdaqGS:CG) and Oracle Corporation (NYSE:ORCL).

Carlyle Reportedly Mulls Bid for Lukoil's Foreign Assets

The Carlyle Group Inc. (NasdaqGS:CG) completed the acquisition of The Very Group Limited from Barclay family.

New major risk - Earnings quality

Third quarter 2025 earnings released: EPS: US$0.002 (vs US$1.67 in 3Q 2024)

The Carlyle Group Inc. Declares A Quarterly Dividend, Payable on November 19, 2025

SS&C Technologies Holdings, Inc. (NasdaqGS:SSNC) completed the acquisition of Calastone Limited from The Carlyle Group Inc. (NasdaqGS:CG).

Temasek, Others Reportedly Eye Minority Stake in Nash Industries for $150 Million

XRG P.J.S.C, Abu Dhabi Developmental Holding Company PJSC and The Carlyle Group Inc. (NasdaqGS:CG) cancelled the acquisition of Santos Limited (ASX:STO).

Carlyle Europe Technology Partners V, S.C.Sp. fund managed by The Carlyle Group Inc. (NasdaqGS:CG) entered into an agreement to acquire Intelliflo Limited from Invesco Ltd. (NYSE:IVZ) for $200 million.

The Carlyle Group Inc. (NasdaqGS:CG) and Ajit Aravind Prabhu agreed to acquire an unknown minority stake in Quest Global Services Pte. Ltd.

MD & Partner recently sold Mex$354m worth of stock

Bain Capital, LP and Peter J. ter Maaten agreed to acquire an unknown stake in HSO Group B.V. from Carlyle Europe Technology Partners III, L.P. and The Carlyle Group Inc. (NasdaqGS:CG) for estimated $1.0 billion.

Second quarter 2025 earnings released: EPS: US$0.89 (vs US$0.41 in 2Q 2024)

The Carlyle Group Inc. Announces Executive Appointments, Effective January 1, 2026

The Carlyle Group Inc. (NasdaqGS:CG) completed the acquisition of 40% stake in TRYT Inc. (TSE:9164) from EQT Private Capital Asia, EQT AB (publ) (OM:EQT) and others.

The Carlyle Group Inc. (NasdaqGS:CG) agreed to acquire an unknown majority stake in Adastra Corporation for $400 million.

SS&C Technologies Holdings, Inc. (NasdaqGS:SSNC) signed a definitive agreement to acquire Calastone Limited from The Carlyle Group Inc. (NasdaqGS:CG) for approximately £770 million.

Japan's SMFG Reportedly Considers Making Additional $1.1 Billion Investment in Yes Bank

Carlyle Group Reportedly to Sell 10% Stake in Piramal Pharma Via Block Deals

Carlyle Reportedly in Talks to Hand over Dainese to Private Lenders

Stonepeak Partners LP completed the acquisition of Forgital Italy S.p.A. from Carlyle Europe Partners V and Carlyle Partners VII, L.P., a funds managed by The Carlyle Group Inc. (NasdaqGS:CG) and other shareholders.