1CG Stock Overview

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

1CG fundamental analysis
Snowflake Score
Valuation	4/6
Future Growth	3/6
Past Performance	2/6
Financial Health	2/6
Dividends	2/6

Rewards

Trading at 26.3% below our estimate of its fair value

Earnings are forecast to grow 8.18% per year

Became profitable this year

Risk Analysis

Debt is not well covered by operating cash flow

Shares are highly illiquid

Significant insider selling over the past 3 months

Dividend of 3.46% is not well covered by free cash flows

Community vs My Fair Value

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The Carlyle Group Inc. Competitors

Azimut Holding

BIT:AZM

€3.6b

Banca Generali

BIT:BGN

€6.2b

Anima Holding

BIT:ANIM

€1.9b

Tamburi Investment Partners

BIT:TIP

€1.3b

Price History & Performance

Summary of share price highs, lows and changes for Carlyle Group
Historical stock prices
Current Share Price	US$36.57
52 Week High	US$0
52 Week Low	US$0
Beta	1.84
1 Month Change	n/a
3 Month Change	n/a
1 Year Change	n/a
3 Year Change	n/a
5 Year Change	n/a
Change since IPO	9.02%

Recent News & Updates

No updates

Recent updates

No updates

Shareholder Returns

	1CG	IT Capital Markets	IT Market
7D	9.0%	2.7%	2.5%
1Y	n/a	17.2%	12.1%

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	n/a
Capital Markets Industry Average Movement	3.8%
Market Average Movement	5.3%
10% most volatile stocks in IT Market	8.8%
10% least volatile stocks in IT Market	3.3%

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

Volatility Over Time: Insufficient data to determine 1CG's volatility change over the past year.

About the Company

Founded	Employees	CEO	Website
1987	2,300	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. 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	€13.00b
Earnings (TTM)	€901.52m
Revenue (TTM)	€4.19b

14.3x

P/E Ratio

3.1x

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$4.74b
Cost of Revenue	US$1.36b
Gross Profit	US$3.38b
Other Expenses	US$2.36b
Earnings	US$1.02b

Last Reported Earnings

Dec 31, 2024

Next Earnings Date

May 08, 2025

Earnings per share (EPS)	2.83
Gross Margin	71.28%
Net Profit Margin	21.53%
Debt/Equity Ratio	141.9%

How did 1CG perform over the long term?

See historical performance and comparison

Dividends

3.5%

Current Dividend Yield

49%

Payout Ratio

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/05/05 00:35
End of Day Share Price	2025/05/05 00:00
Earnings	2024/12/31
Annual Earnings	2024/12/31

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 28 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
Benjamin Budish	Barclays
Roger Freeman	Barclays
David Chiaverini	BMO Capital Markets Equity Research