- $14.09bn
- $21.74bn
- $5.43bn
- 51
- 66
- 35
- 49
Growth & Value
12m Forecast Rolling | Industry | Market | |
---|---|---|---|
PE Ratio (f) | 9.33 | ||
PEG Ratio (f) | 0.49 | ||
EPS Growth (f) | 23.52% | ||
Dividend Yield (f) | 3.78% |
Valuation (ttm) | Industry | Market | |
---|---|---|---|
Price to Book Value | 2.51 | ||
Price to Tang. Book | 2.83 | ||
Price to Free Cashflow | n/a | ||
Price to Sales | 2.6 | ||
EV to EBITDA | 14.01 |
Shareholder Activity
Type | Buy / Hold / Sell |
---|---|
Institutions | |
Directors | |
Community |
Guru Screens
Quality
Name | Industry | Market | |
---|---|---|---|
Return on Capital | 5.93% | ||
Return on Equity | 18.9% | ||
Operating Margin | 25.24% |
Financial Summary
Year End 31st Dec | Unit | 2020 | 2021 | 2022 | 2023 | 2024 | 2025E | 2026E | CAGR / Avg |
---|---|---|---|---|---|---|---|---|---|
Total Revenue | $m | 2,934.6 | 8,782.1 | 4,438.7 | 2,963.9 | 5,425.8 | 4,315.27 | 4,858.64 | 9.95% |
Operating Profit | m | ||||||||
Net Profit | m | ||||||||
EPS Reported | |||||||||
Diluted Normalised EPS | |||||||||
EPS Growth | % | -69.3 | +684.3 | -64.73 | n/a | n/a | +28.14 | +15.79 | n/a |
PE Ratio | x | ||||||||
PEG | |||||||||
Profitability | |||||||||
Operating Margin | % | ||||||||
ROA | % | ||||||||
ROCE | % | ||||||||
ROE | % | ||||||||
Cashflow | |||||||||
Op. Cashflow ps | |||||||||
Capex ps | |||||||||
Free Cashflow ps | |||||||||
Dividends | |||||||||
Dividend ps | |||||||||
Dividend Growth | % | ||||||||
Dividend Yield | % | ||||||||
Dividend Cover | x | ||||||||
Balance Sheet | |||||||||
Cash etc | m | ||||||||
Working Capital | m | ||||||||
NFA | m | ||||||||
Net Debt | m | ||||||||
Book Value | m | ||||||||
Diluted Weighted Average Shares | m | ||||||||
Book Value ps |
Other Ratios
Leverage (ttm) | Total | - Intang | + Pension |
---|---|---|---|
Gross Gearing | |||
Net Gearing | |||
Cash / Assets |
Liquidity (ttm) | |
---|---|
Curr. Ratio | |
Quick Ratio | |
Interest Cov. |
Efficiency (ttm) | |
---|---|
Asset Turnover | |
Recs Turnover | |
Stock Turnover |
Recent History
Latest interim period vs. prior period | Industry | Market | |
---|---|---|---|
Sales Growth | |||
EPS Growth |
3yr Compound Annual Growth Rate | Industry | Market | |
---|---|---|---|
Sales CAGR | |||
EPS CAGR | |||
DPS CAGR |
Profile Summary
The Carlyle Group Inc. is a global investment company. The Company operates through three segments: Global Private Equity, Global Credit, and Global Investment Solutions. Global Private Equity segment advises the Company’s buyout, middle market and growth capital funds, its U.S. and internationally focused real estate funds, and its infrastructure and natural resources funds. This segment also includes the NGP Carry Funds advised by NGP. Global Credit segment advises funds and vehicles that pursue investment strategies, including segment advises funds and vehicles that pursue investment strategies, including insurance solutions, liquid credit, opportunistic credit, direct lending, asset-backed finance, aviation finance, infrastructure credit, cross-platform credit products, and global capital markets. The Global Investment Solutions segment advises on global private equity programs and related co-investment and secondary activities. It also focuses on private student loan portfolios.
Directors
- Daniel D' Aniello NEC (74)
- William Conway NEC (71)
- David Rubenstein NEC (71)
- Kewsong Lee CEO (55)
- Curtis Buser CFO (57)
- Christopher Finn COO (63)
- Peter Clare CIN (55)
- Jeffrey Ferguson GCN (55)
- James Hance OTH (77)
- Lawton Fitt LED (67)
- Janet Hill IND (73)
- Derica Rice IND (56)
- Thomas Robertson IND (78)
- William Shaw IND (75)
- Anthony Welters IND (66)
- Last Annual
- December 31st, 2024
- Last Interim
- December 31st, 2024
- Incorporated
- July 18th, 2011
- Public Since
- May 3rd, 2012
- No. of Shareholders
- 6
- No. of Employees
- 2,300
- Sector
- Investment Banking & Investment Services
- Industry
- Financials
- Exchange
NASDAQ Global Select Market
- Shares in Issue
- 360,881,683

- Address
- 1001 Pennsylvania Avenue NW, WASHINGTON, 20004
- Web
- https://www.carlyle.com
- Phone
- +1 2027295626
- Auditors
- Ernst & Young LLP
Latest News for CG
Upcoming Events for CG
Q1 2025 Carlyle Group Inc Earnings Call
Q1 2025 Carlyle Group Inc Earnings Release
Carlyle Group Inc Annual Shareholders Meeting
Carlyle Group Inc Annual Shareholders Meeting
Q2 2025 Carlyle Group Inc Earnings Release
Similar to CG
ACI Worldwide
NASDAQ Global Select Market
Affirm Holdings
NASDAQ Global Select Market
Applied Digital
NASDAQ Global Select Market
Ares Capital
NASDAQ Global Select Market
Argo Blockchain
NASDAQ Global Select Market
FAQ
As of Today at 19:47 UTC, shares in Carlyle are trading at $39.03. This share price information is delayed by 15 minutes.
Shares in Carlyle last closed at $39.03 and the price had moved by -14.45% over the past 365 days. In terms of relative price strength the Carlyle share price has underperformed the S&P500 Index by -21.03% over the past year.
The overall consensus recommendation for Carlyle is Hold. You can view the full broker recommendation list by unlocking its StockReport.
Find out moreThe Carlyle dividend yield is 3.59% based on the trailing twelve month period.
Last year, Carlyle paid a total dividend of $1.40, and it currently has a trailing dividend yield of 3.59%. We do not have any data on when Carlyle is to next pay dividends.
We do not have data on when Carlyle is to next pay dividends. The historic dividend yield on Carlyle shares is currently 3.59%.
To buy shares in Carlyle you'll need a share-dealing account with an online or offline stock broker. Once you have opened your account and transferred funds into it, you'll be able to search and select shares to buy and sell. You can use Stockopedia’s share research software to help you find the the kinds of shares that suit your investment strategy and objectives.
As of the previous close price of $39.03, shares in Carlyle had a market capitalisation of $14.09bn.
Here are the trading details for Carlyle:
- Country of listing: United States
- Exchange: NSQ
- Ticker Symbol: CG
Based on an overall assessment of its quality, value and momentum Carlyle is currently classified as a Neutral. The classification is based on a composite score that examines a wide range of fundamental and technical measures. Stock are classified on the the following spectrum: Super Stocks, High Flyers, Contrarians, Turnarounds, Neutral, Value Traps, Momentum Traps, Falling Stars, and Sucker Stocks. For more information, learn about our StockRank Styles.
The analyst consensus target price for shares in Carlyle is $49.75. That is 27.47% above the last closing price of $39.03.
Analysts covering Carlyle currently have a consensus Earnings Per Share (EPS) forecast of $3.98 for the next financial year.
Find out moreAn important predictor of whether a stock price will go up is its track record of momentum. Price trends tend to persist, so it's worth looking at them when it comes to a share like Carlyle. Over the past six months, its share price has underperformed the S&P500 Index by -18.09%.
As of the last closing price of $39.03, shares in Carlyle were trading -16.45% below their 200 day moving average. You can read more about the power of momentum in assessing share price movements on Stockopedia.
The Carlyle PE ratio based on its reported earnings over the past 12 months is 9.33. The shares last closed at $39.03.
The PE ratio (or price-to-earnings ratio) is the one of the most popular valuation measures used by stock market investors. It is calculated by dividing a company's price per share by its earnings per share.
The PE ratio can be seen as being expressed in years, in the sense that it shows the number of years of earnings which would be required to pay back the purchase price, ignoring inflation. So in general terms, the higher the PE, the more expensive the stock is.
Carlyle's management team is headed by:
- Daniel D' Aniello - NEC
- William Conway - NEC
- David Rubenstein - NEC
- Kewsong Lee - CEO
- Curtis Buser - CFO
- Christopher Finn - COO
- Peter Clare - CIN
- Jeffrey Ferguson - GCN
- James Hance - OTH
- Lawton Fitt - LED
- Janet Hill - IND
- Derica Rice - IND
- Thomas Robertson - IND
- William Shaw - IND
- Anthony Welters - IND