Carlyle Group (1CG) Stock Overview

An investment firm specializing in direct and fund of fund investments. More details

1CG fundamental analysis
Snowflake Score
Valuation	3/6
Future Growth	3/6
Past Performance	0/6
Financial Health	2/6
Dividends	2/6

Rewards

Trading at 64.6% below our estimate of its fair value

Earnings are forecast to grow 12.89% per year

Analysts in good agreement that stock price will rise by 42%

Risk Analysis

High level of non-cash earnings

Debt is not well covered by operating cash flow

Highly volatile share price over the past 3 months compared to the Italian market

Dividend of 2.97% is not well covered by free cash flows

1CG Community Fair Values

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The Carlyle Group Inc. Competitors

Price History & Performance

Summary of share price highs, lows and changes for Carlyle Group
Historical stock prices
Current Share Price	US$41.95
52 Week High	US$54.22
52 Week Low	US$45.63
Beta	2.06
1 Month Change	-7.28%
3 Month Change	-15.57%
1 Year Change	n/a
3 Year Change	n/a
5 Year Change	n/a
Change since IPO	25.06%

Recent updates

Shareholder Returns

	1CG	IT Capital Markets	IT Market
7D	2.9%	-1.6%	-3.2%
1Y	n/a	3.6%	8.6%

Return vs Industry: Insufficient data to determine how 1CG performed against the Italian Capital Markets industry.

Return vs Market: Insufficient data to determine how 1CG performed against the Italian Market.

Price Volatility

Is 1CG's price volatile compared to industry and market?
1CG volatility
1CG Average Weekly Movement	11.4%
Capital Markets Industry Average Movement	3.7%
Market Average Movement	4.8%
10% most volatile stocks in IT Market	7.7%
10% least volatile stocks in IT Market	2.9%

Stable Share Price: 1CG's share price has been volatile over the past 3 months compared to the Italian market.

Volatility Over Time: 1CG's weekly volatility (11%) has been stable over the past year, but is still higher than 75% of Italian stocks.

About the Company

Founded	Employees	CEO	Website
1987	2,500	Harvey Schwartz	www.carlyle.com

The Carlyle Group Inc. is an investment firm specializing in direct and fund of fund investments. Within direct investments, it specializes in management-led/ Leveraged buyouts, privatizations, divestitures, strategic minority equity investments, structured credit, global distressed and corporate opportunities, small and middle market, equity private placements, consolidations and buildups, senior debt, mezzanine and leveraged finance, and venture and growth capital financings, seed/startup, early venture, emerging growth, turnaround, mid venture, late venture, PIPES, recapitalization. The firm invests across four segments which include Corporate Private Equity, Real Assets, Global Market Strategies, and Solutions.

The Carlyle Group Inc. Fundamentals Summary

How do Carlyle Group's earnings and revenue compare to its market cap?
1CG fundamental statistics
Market cap	€14.73b
Earnings (TTM)	€699.61m
Revenue (TTM)	€3.49b

21.0x

P/E Ratio

4.2x

P/S Ratio

Is 1CG overvalued?

See Fair Value and valuation analysis

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
1CG income statement (TTM)
Revenue	US$4.03b
Cost of Revenue	US$936.30m
Gross Profit	US$3.10b
Other Expenses	US$2.29b
Earnings	US$808.70m

Last Reported Earnings

Dec 31, 2025

Next Earnings Date

n/a

Earnings per share (EPS)	2.24
Gross Margin	76.78%
Net Profit Margin	20.06%
Debt/Equity Ratio	190.2%

How did 1CG perform over the long term?

See historical performance and comparison

Dividends

3.0%

Current Dividend Yield

62%

Payout Ratio

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2026/03/22 14:10
End of Day Share Price	2026/03/20 00:00
Earnings	2025/12/31
Annual Earnings	2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

The Carlyle Group Inc. is covered by 25 analysts. 10 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Roger Freeman	Barclays
Benjamin Budish	Barclays
Brennan Hawken	BMO Capital Markets Equity Research

Carlyle Group (1CG) Stock Overview

Rewards

Risk Analysis

The Carlyle Group Inc. Competitors

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Price History & Performance

Recent News & Updates

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.

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)

Recent updates

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.

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

Investor sentiment deteriorates as stock falls 16%

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 €30m worth of stock

Investor sentiment improves as stock rises 16%

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

New minor risk - Share price stability

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

Dividend of US$0.35 announced

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.

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.

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.

Now 20% overvalued

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.

Toll Brothers Apartment Living and Carlyle Announce the Grand Opening of Peregrine, A Luxury Multifamily Apartment Community in Irving, Texas

XRG P.J.S.C, Abu Dhabi Developmental Holding Company PJSC and The Carlyle Group Inc. (NasdaqGS:CG) proposed to acquire Santos Limited (ASX:STO) for AUD 28.8 billion.

Global PE's Reportedly Seeks Controlling Stakes in Harman's India DTS

The Carlyle Group Inc. (NasdaqGS:CG) agreed to acquire TRYT Inc. (TSE:9164) from Life Science & Digital Health Co. Limited, EQT AB (publ) (OM:EQT) and others for ¥88 billion.

SK Capital Partners, LP and The Carlyle Group Inc. (NasdaqGS:CG) completed the acquisition of bluebird bio, Inc. (NasdaqGS:BLUE).