The Carlyle Group Inc.

BMV:CG * Stock Report

Market Cap: Mex$368.0b

Carlyle Group Past Earnings Performance

Past criteria checks 1/6

Carlyle Group's earnings have been declining at an average annual rate of -10%, while the Capital Markets industry saw earnings growing at 2.1% annually. Revenues have been growing at an average rate of 0.6% per year. Carlyle Group's return on equity is 3.1%, and it has net margins of 2.5%.

Key information

-10.0%

Earnings growth rate

-13.2%

EPS growth rate

Capital Markets Industry Growth5.2%
Revenue growth rate0.6%
Return on equity3.1%
Net Margin2.5%
Last Earnings Update30 Sep 2024

Recent past performance updates

Recent updates

Revenue & Expenses Breakdown

How Carlyle Group makes and spends money. Based on latest reported earnings, on an LTM basis.

Earnings and Revenue History

BMV:CG * Revenue, expenses and earnings (USD Millions)
DateRevenueEarningsG+A ExpensesR&D Expenses
30 Sep 244,6371181,9720
30 Jun 242,776-3971,9410
31 Mar 242,218-6431,9290
31 Dec 232,421-6081,9250
30 Sep 232,2642111,9510
30 Jun 232,6894101,9150
31 Mar 233,3417541,8550
31 Dec 224,1171,2251,7820
30 Sep 225,4171,7451,7090
30 Jun 225,9771,9971,6360
31 Mar 227,6302,6771,5510
31 Dec 218,4902,9751,5030
30 Sep 218,0252,8461,4270
30 Jun 217,4332,6091,3920
31 Mar 215,8641,8301,3830
31 Dec 202,6773481,3340
30 Sep 201,630-1791,3710
30 Jun 201,370-4061,3980
31 Mar 201,319-4041,4120
31 Dec 193,1633451,4680
30 Sep 192,8473381,4270
30 Jun 192,7452811,0910
31 Mar 192,5611961,4710
31 Dec 182,180931,4470
30 Sep 183,2291621,4350
30 Jun 183,1381951,7170
31 Mar 183,1031891,3040
31 Dec 173,2762381,4520
30 Sep 172,8831761,3560
30 Jun 172,8391331,4760
31 Mar 172,552811,4910
31 Dec 162,03361,5030
30 Sep 161,944111,5200
30 Jun 161,426-731,6350
31 Mar 161,415-491,6720
31 Dec 151,868-181,7230
30 Sep 151,96221,6780
30 Jun 152,4651111,5250
31 Mar 152,760991,5560
31 Dec 142,745851,6600
30 Sep 143,5071391,5940
30 Jun 143,7041161,6250
31 Mar 143,468941,6280
31 Dec 133,4921031,5360

Quality Earnings: CG * has high quality earnings.

Growing Profit Margin: CG *'s current net profit margins (2.5%) are lower than last year (9.3%).

Free Cash Flow vs Earnings Analysis

Past Earnings Growth Analysis

Earnings Trend: CG *'s earnings have declined by 10% per year over the past 5 years.

Accelerating Growth: CG *'s has had negative earnings growth over the past year, so it can't be compared to its 5-year average.

Earnings vs Industry: CG * had negative earnings growth (-44.3%) over the past year, making it difficult to compare to the Capital Markets industry average (6.7%).

Return on Equity

High ROE: CG *'s Return on Equity (3.1%) is considered low.

Return on Assets

Return on Capital Employed

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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/11/17 00:32
End of Day Share Price 2024/08/21 00:00
Earnings2024/09/30
Annual Earnings2023/12/31

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.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* 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 here.

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 .

Analyst Sources

The Carlyle Group Inc. is covered by 27 analysts. 12 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Roger FreemanBarclays
Benjamin BudishBarclays
David ChiaveriniBMO Capital Markets Equity Research