CG Stock Overview
An investment firm specializing in direct and fund of fund investments. More details
| Snowflake Score | |
|---|---|
| Valuation | 6/6 |
| Future Growth | 2/6 |
| Past Performance | 2/6 |
| Financial Health | 2/6 |
| Dividends | 2/6 |
Rewards
Risk Analysis
Community vs My Fair Value
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The Carlyle Group Inc. Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | US$35.25 |
| 52 Week High | US$57.50 |
| 52 Week Low | US$33.02 |
| Beta | 1.71 |
| 1 Month Change | -19.23% |
| 3 Month Change | -35.05% |
| 1 Year Change | -21.02% |
| 3 Year Change | -21.49% |
| 5 Year Change | 62.52% |
| Change since IPO | 59.86% |
Recent News & Updates
Recent updates
Some Confidence Is Lacking In The Carlyle Group Inc.'s (NASDAQ:CG) P/S
Jan 29
Carlyle Group: Alternative Assets With Stellar Management
Jan 02Carlyle Group (NASDAQ:CG) Is Due To Pay A Dividend Of $0.35
Nov 13Carlyle Group: Taking Profit On Another Sharp Rally (Rating Downgrade)
Oct 24Market Participants Recognise The Carlyle Group Inc.'s (NASDAQ:CG) Revenues
Oct 03Carlyle Group: Great Value Pick Amid Improving PE Landscape (Rating Upgrade)
Sep 11Carlyle Group (NASDAQ:CG) Is Due To Pay A Dividend Of $0.35
Aug 09Shareholder Returns
| CG | US Capital Markets | US Market | |
|---|---|---|---|
| 7D | -10.9% | -2.3% | -3.0% |
| 1Y | -21.0% | 13.7% | 4.6% |
Return vs Industry: CG underperformed the US Capital Markets industry which returned 16.2% over the past year.
Return vs Market: CG underperformed the US Market which returned 5.9% over the past year.
Price Volatility
| CG volatility | |
|---|---|
| CG Average Weekly Movement | 8.8% |
| Capital Markets Industry Average Movement | 5.4% |
| Market Average Movement | 7.7% |
| 10% most volatile stocks in US Market | 16.9% |
| 10% least volatile stocks in US Market | 4.0% |
Stable Share Price: CG has not had significant price volatility in the past 3 months compared to the US market.
Volatility Over Time: CG's weekly volatility (9%) has been stable 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
| CG fundamental statistics | |
|---|---|
| Market cap | US$13.35b |
| Earnings (TTM) | US$1.02b |
| Revenue (TTM) | US$4.74b |
12.5x
P/E Ratio2.7x
P/S RatioIs CG overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| CG 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 CG perform over the long term?
See historical performance and comparisonDividends
4.0%
Current Dividend Yield49%
Payout RatioCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2025/04/16 06:48 |
| End of Day Share Price | 2025/04/16 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 |
| |
| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
| |
| Ownership | 10 years |
| |
| Management | 10 years |
| |
| Key Developments | 10 years |
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* 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 26 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 |