Carlyle Group Gelecekteki Büyüme
Future kriter kontrolleri 6/6
Carlyle Group kazanç ve gelirin sırasıyla yıllık 22% ve 28.6% oranında artacağı tahmin edilmektedir. EPS'nin yıllık 28.2% oranında büyümesi beklenmektedir. Özkaynak kârlılığının 3 yıl içinde 22.1% olacağı tahmin edilmektedir.
Anahtar bilgiler
22.0%
Kazanç büyüme oranı
28.21%
EPS büyüme oranı
| Capital Markets kazanç büyümesi | 12.1% |
| Gelir büyüme oranı | 28.6% |
| Gelecekteki özkaynak getirisi | 22.14% |
| Analist kapsamı | Good |
| Son güncelleme | 15 Sep 2026 |
Gelecekteki son büyüme güncellemeleri
Recent updates
Seeking Alpha • 23h
Carlyle Group: Asymmetric Return Profile
Summary Carlyle Group shares have underperformed peers yet offer an asymmetric value opportunity with limited downside risk. CG expects 15% annual growth in fee-related earnings and distributable earnings, supported by durable, recurring income streams and a strong balance sheet. Alpinvest, nearly 25% of CG’s AUM, benefits from both current monetization challenges and long-term private asset growth, positioning CG advantageously. At $42.34, CG trades at just 13x 2027 after-tax FRE, implying 19%-29% annualized total return to a $62-$76 fair value by 2029. Read the full article on Seeking Alpha
Anlatı Güncellemesi • Sep 03
CG: Ashland And Rio Tinto Deal Pipeline Will Support Future Upside
Analysts have trimmed their price target on Carlyle Group to about $72.73 from $75.00, reflecting updated assumptions around revenue growth, profit margins, and future P/E expectations. What’s in the News for Carlyle Group Carlyle Group is reported to be among private equity firms that contacted Ashland Inc.
Anlatı Güncellemesi • Aug 17
CG: Prime Capital Partnership And Retirement Access Efforts Will Drive Future Upside
Analysts have modestly raised their price target on Carlyle Group to about $58 from roughly $57, citing updated assumptions for higher revenue growth, a slightly lower discount rate, a marginally lower profit margin outlook, and a small adjustment to the future P/E multiple. What's in the News for Carlyle Group Carlyle Group's Global Credit platform agreed to provide a US$600 million hybrid capital solution to Prime Capital Financial and to acquire a minority ownership interest in the independent wealth management firm, valuing Prime Capital at over US$1.8b.Analiz Makalesi • Aug 08
The Carlyle Group Inc. Just Beat Revenue Estimates By 22%
Investors in The Carlyle Group Inc. ( NASDAQ:CG ) had a good week, as its shares rose 3.8% to close at US$47.79...
Anlatı Güncellemesi • Aug 03
CG: Wealth Management Push And Sector Deals Will Shape Balanced Outlook
Analysts have adjusted their price target on Carlyle Group from $45.16 to $44.00, reflecting updated assumptions on revenue growth, profit margins, and future P/E expectations. What’s in the News for Carlyle Group Carlyle Group and Bain Capital are the final bidders for Wealth Enhancement Group in a deal valued at about US$7b including debt, involving a firm that manages nearly US$160b in client assets.Anlatı Güncellemesi • Jul 20
CG: Copia Power Exit And Retirement Access Efforts Will Drive Future Upside
The analyst price target for Carlyle Group has been trimmed from $59.88 to $56.69 as analysts factor in slightly lower revenue growth and a modestly lower future P/E, partly offset by expectations for a marginally higher profit margin. What’s in the News for Carlyle Group Carlyle Group agreed to sell Copia Power to EQT for US$2.6b, with the firm expecting to realize a profit of more than 5x its initial investment.Anlatı Güncellemesi • Jul 06
CG: Climate Risk And Retirement Access Initiatives Will Drive Future Upside
Analysts have slightly reduced their price target for Carlyle Group to about $59.88 from roughly $61.81, citing updated assumptions that combine higher projected revenue growth with a modestly lower profit margin and a somewhat lower future P/E multiple. What’s in the News for Carlyle Group Carlyle Group introduced a new climate risk framework for its roughly $475b portfolio during London Climate Action Week, working with Marsh and institutional investors to help portfolio managers factor physical climate risk into asset valuations and potentially access improved insurance terms.Anlatı Güncellemesi • Jun 22
CG: Acquisitions And New Fundraising Will Shape A Balanced Forward Outlook
Analysts have slightly adjusted their price target for Carlyle Group to $45.16 from $45.24. This reflects updated assumptions for revenue growth, profit margins, the discount rate, and future P/E expectations.Anlatı Güncellemesi • Jun 07
CG: Defense Energy And Data Fundraising Super Cycle Will Support Upside
Analysts have reduced their price target on Carlyle Group to $75 from $81, reflecting updated assumptions that include a higher discount rate, revised revenue growth and profit margin expectations, and a lower future P/E multiple. What's in the News Carlyle Group CEO Harvey Schwartz outlined expectations for a fundraising "super cycle" centered on defense, energy, and data protection themes, citing growing government reliance on private capital to address deficits and national security priorities.Anlatı Güncellemesi • May 24
CG: Data Centers And Buybacks Will Shape A Balanced Forward Outlook
The latest analyst price target for Carlyle Group has shifted from $48.00 to $45.24. Analysts attribute the change to updated assumptions around higher revenue growth, a slightly different profit margin outlook, a modestly higher discount rate, and a lower future P/E multiple as key drivers of the revision.Analiz Makalesi • 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...Anlatı Güncellemesi • 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).Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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).Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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).Anlatı Güncellemesi • 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).Anlatı Güncellemesi • 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).Anlatı Güncellemesi • 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).Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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).Anlatı Güncellemesi • 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.Kazanç ve Gelir Büyüme Tahminleri
| Tarih | Gelir | Kazançlar | Serbest Nakit Akışı | Faaliyetlerden Nakit | Avg. Analist Sayısı |
|---|---|---|---|---|---|
| 12/31/2028 | 5,738 | 1,972 | 1,863 | 1,980 | 2 |
| 12/31/2027 | 4,963 | 1,811 | 2,087 | 2,196 | 6 |
| 12/31/2026 | 3,775 | 1,308 | 1,425 | 1,517 | 5 |
| 6/30/2026 | 2,797 | 364 | -4,123 | -3,997 | N/A |
| 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 | N/A | -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 |
Analist Gelecek Büyüme Tahminleri
Kazançlar ve Tasarruf Oranları: CG 'nin tahmini kazanç büyümesi (yıllık 22% ) tasarruf oranının ( 3.7% ) üzerindedir.
Kazançlar ve Piyasa: CG şirketinin kazançlarının (yıllık 22% ) US pazarından (yıllık 17.1% ) daha hızlı büyümesi öngörülüyor.
Yüksek Büyüme Kazançları: CG şirketinin kazançlarının önümüzdeki 3 yıl içerisinde önemli ölçüde artması bekleniyor.
Gelir ve Pazar: CG şirketinin gelirinin (yıllık 28.6% ) US pazarından (yıllık 13.3% ) daha hızlı büyümesi öngörülüyor.
Yüksek Büyüme Geliri: CG şirketinin gelirinin (yıllık 28.6% ) yıllık 20% dan daha hızlı büyümesi öngörülüyor.
Hisse Başına Kazanç Büyüme Tahminleri
Gelecekteki Özkaynak Getirisi
Gelecekteki ROE: CG 'in Özsermaye Getirisi'nin 3 yıl içinde yüksek olması tahmin ediliyor ( 22.1 %)
Büyüyen şirketleri keşfedin
Şirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/09/15 09:14 |
| Gün Sonu Hisse Fiyatı | 2026/09/15 00:00 |
| Kazançlar | 2026/06/30 |
| Yıllık Kazançlar | 2025/12/31 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
| |
| Analist Konsensüs Tahminleri | +3 yıl |
|
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| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
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* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına Github sayfamızdan ulaşabilirsiniz; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube’da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
The Carlyle Group Inc. 28 Bu analistlerden 12, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Benjamin Budish | Barclays |
| "Benjamin Budish | Barclays |
| Roger Freeman | Barclays |