Carlyle Group Toekomstige groei
Future criteriumcontroles 4/6
Carlyle Group zal naar verwachting groeien in winst en omzet met respectievelijk 13.7% en 22% per jaar. De winst per aandeel zal naar verwachting groeien met 19.8% per jaar. Het rendement op het eigen vermogen zal over 3 jaar naar verwachting 22.4% zijn.
Belangrijke informatie
13.7%
Groei van de winst
19.78%
Groei van de winst per aandeel
| Capital Markets winstgroei | 11.7% |
| Inkomstengroei | 22.0% |
| Toekomstig rendement op eigen vermogen | 22.42% |
| Dekking van analisten | Good |
| Laatst bijgewerkt | 12 May 2026 |
Recente toekomstige groei-updates
Recent updates
Analyseartikel • 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...
Narratiefupdate • 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).
Narratiefupdate • 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.
Narratiefupdate • 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.Narratiefupdate • 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).Narratiefupdate • 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.Narratiefupdate • 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).Narratiefupdate • 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).Narratiefupdate • 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).Narratiefupdate • 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 AlphaNarratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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).Narratiefupdate • 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.Narratiefupdate • 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.Analyseartikel • 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...Winst- en omzetgroeiprognoses
| Datum | Inkomsten | Inkomsten | Vrije kasstroom | Geldmiddelen uit operationele activiteiten | Gem. Aantal analisten |
|---|---|---|---|---|---|
| 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 |
Toekomstige groeivoorspellingen analisten
Verdiensten versus spaarpercentage: De verwachte winstgroei CG ( 13.7% per jaar) ligt boven de spaarquote ( 3.5% ).
Winst versus markt: De winst van CG ( 13.7% per jaar) zal naar verwachting langzamer groeien dan de markt US ( 16.8% per jaar).
Hoge groeiwinsten: De winst van CG zal naar verwachting groeien, maar niet aanzienlijk.
Omzet versus markt: De omzet van CG ( 22% per jaar) zal naar verwachting sneller groeien dan de markt US ( 11.6% per jaar).
Hoge groei-inkomsten: De omzet van CG ( 22% per jaar) zal naar verwachting sneller groeien dan 20% per jaar.
Groeiprognoses winst per aandeel
Toekomstig rendement op eigen vermogen
Toekomstige ROE: Het rendement op eigen vermogen CG zal naar verwachting over 3 jaar hoog zijn ( 22.4 %)
Ontdek groeibedrijven
Bedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/05/20 17:02 |
| Aandelenkoers aan het einde van de dag | 2026/05/20 00:00 |
| Inkomsten | 2026/03/31 |
| 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 |
| |
| Consensus schattingen analisten | +3 jaar |
|
|
| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
|
* 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 analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je 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 26 analisten. 11 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 |