Indicators
Indicators
Value
Direction
MACD(12,26,9)
0.054
Buy
RSI(14)
51.417
Neutral
STOCH(KDJ)(9,3,3)
49.501
Neutral
ATR(14)
2.167
Low Volatility
CCI(14)
17.185
Neutral
Williams %R
45.820
Neutral
TRIX(12,20)
0.085
Sell
StochRSI(14)
50.866
Buy
Search
Carlyle Group Inc
CGAdd to Watchlist
48.938USD
-1.103-2.20%
Market hours （ET）Quotes delayed by 15 min
17.61BMarket Cap
32.22P/E TTM
TradingKey Stock Score
Overall Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Peer Comparison
TradingKey Stock Score of Carlyle Group Inc
Currency: USD Updated: 2026-05-12Key Insights
Carlyle Group Inc's fundamentals are relatively very healthy, with an industry-leading ESG disclosure.and its growth potential is high.Its valuation is considered fairly valued, ranking 67 out of 116 in the Investment Banking & Investment Services industry.Institutional ownership is very high.Over the past month, multiple analysts have rated it as Hold, with the highest price target at 61.71.In the medium term, the stock price is expected to remain stable.Despite an average stock market performance over the past month, the company shows strong technicals.The stock price is trading sideways between the support and resistance levels, making it suitable for range-bound swing trading.
Carlyle Group Inc's Score
Support & Resistance
Relevant data have not been disclosed by the company yet.
Score Analysis
Current score
Previous score
Media Coverage
Last 24 hours
Coverage Level
Very Low
Very High
Neutral
Carlyle Group Inc Highlights
StrengthsRisks
The Carlyle Group Inc. is a global investment company. The Company's segments include Global Private Equity, Global Credit and Carlyle AlpInvest. The Global Private Equity segment advises the Company's buyout, growth, real estate, infrastructure, and natural resources funds. The segment also includes the NGP Carry Funds advised by NGP Energy Capital Management (NGP). The Global Credit 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 Carlyle AlpInvest segment advises global private equity programs that pursue secondary purchases and financing of existing portfolios, managed co-investment programs, and primary fund investments. The Carlyle AlpInvest segment helps investors meet their objectives through tailored portfolio construction and investment selection.
High Growth
The company's revenue has grown steadily over the past 3 years, averaging 112.17% year-on-year.
High Dividend
The company is a high dividend payer, with the latest dividend payout ratio of 49.29%.
Overvalued
The company’s latest PB is 3.33, at a high 3-year percentile range.
Institutional Selling
The latest institutional holdings are 235.37M shares, decreasing 5.36% quarter-over-quarter.
Held by Scotia Canadian Dividend Fund
Star Investor Scotia Canadian Dividend Fund holds 17.00K shares of this stock.
Analyst Rating
Based on
17
analysts
Hold
Current Rating
61.714
Target Price
+21.89%
Upside Space
Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.
Financial Health
Currency: USD Updated: 2026-05-12The current financial score of Carlyle Group Inc is 5.51, ranking 103 out of 116 in the Investment Banking & Investment Services industry. Its financial status is robust, and its operating efficiency is low. Its latest quarterly revenue reached 557.50M, representing a year-over-year decrease of 30.99%, while its net profit experienced a year-over-year decrease of 201.69%.
Score
Financials
9.36
Key Metrics
Cash and cash equivalents
Total assets
Total liabilities
Free cash flow
Relevant data have not been disclosed by the company yet.
Quality of Earnings
3.06
Operational Efficiency
2.75
Growth Potential
7.36
Shareholder Returns
5.00
Carlyle Group Inc's Company Valuation
Currency: USD Updated: 2026-05-12The current valuation score of Carlyle Group Inc is 6.62, ranking 75 out of 116 in the Investment Banking & Investment Services industry. Its current P/E ratio is 32.95, which is 388.67% below the recent high of 161.02 and 237.82% above the recent low of -45.41.
Score
Valuation Dimensions
P/E
P/B
P/S
P/CF
Industry Ranking 67/116
Relevant data have not been disclosed by the company yet.
Earnings Forecast
Currency: USD Updated: 2026-05-12The current earnings forecast score of Carlyle Group Inc is 7.29, ranking 52 out of 116 in the Investment Banking & Investment Services industry. The average price target is 66.00, with a high of 83.00 and a low of 44.11.
Score
Support & Resistance
Relevant data have not been disclosed by the company yet.
Analyst Rating
Based on
17
analysts
Hold
Current Rating
61.714
Target Price
+21.89%
Upside Space
Strong Buy
Buy
Hold
Sell
Strong Sell
Peer Comparison
75
Total
7
Median
7
Average
Company name
Ratings
Analysts
Carlyle Group Inc
CG
17
Blackstone Inc
BX
24
KKR & Co Inc
KKR
22
BlackRock Inc
BLK
19
BROOKFIELD ASSET MANAGEMENT LTD
BAM
18
Ares Management Corp
ARES
17
1
2
3
...
15
Financial Forecasting
EPS
Revenue
Net Profit
EBIT
Relevant data have not been disclosed by the company yet.
Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.
Price Momentum
Currency: USD Updated: 2026-05-12The current price momentum score of Carlyle Group Inc is 7.39, ranking 42 out of 116 in the Investment Banking & Investment Services industry. Currently, the stock price is trading between the resistance level at 53.70 and the support level at 46.52, making it suitable for range-bound swing trading.
Score
Support & Resistance
Relevant data have not been disclosed by the company yet.
Indicators
The Indicators feature provides value and direction analysis for various instruments under a selection of technical indicators, together with a technical summary.
This feature includes nine of the commonly used technical indicators: MACD, RSI, KDJ, StochRSI, ATR, CCI, WR, TRIX and MA. You may also adjust the timeframe depending on your needs.
Please note that technical analysis is only part of investment reference, and there is no absolute standard for using numerical values to assess direction. The results are for reference only, and we are not responsible for the accuracy of the indicator calculations and summaries.
Moving Average
Indicators
Value
Direction
MA5
49.988
Sell
MA10
49.852
Sell
MA20
50.163
Sell
MA50
48.823
Buy
MA100
53.996
Sell
MA200
56.921
Sell
Institutional Confidence
Currency: USD Updated: 2026-05-12The current institutional shareholding score of Carlyle Group Inc is 5.00, ranking 57 out of 116 in the Investment Banking & Investment Services industry. The latest institutional shareholding proportion is 65.41%, representing a quarter-over-quarter decrease of 4.39%. The largest institutional shareholder is David G. Herro, holding a total of 15.20M shares, representing 4.22% of shares outstanding, with 73.58% increase in holdings.
Score
Institutional Shareholding
Relevant data have not been disclosed by the company yet.
Shareholder Activity
Name
Shares Held
Chg %
D'Aniello (Daniel A.)
Rubenstein David M
Conway (William E. JR)
BlackRock Institutional Trust Company, N.A.
Capital World Investors
State Street Investment Management (US)
Millennium Management LLC
1
2
Risk Assessment
Currency: USD Updated: 2026-05-12The U.S. Dollar Index is currently in a neutral state, which has a neutral effect on the Investment Banking & Investment Services domestic-focused industry. The Dollar Index (DXY) measures the value of the U.S. dollar against a basket of major currencies, including the euro, yen, pound sterling, Canadian dollar, Swedish krona, and Swiss franc. The current risk assessment score of Carlyle Group Inc is 7.34, ranking 66 out of 116 in the Investment Banking & Investment Services industry. The company's beta value is 1.88. This indicates that the stock tends to outperform the index during upward trending markets but experiences larger declines during downward trending markets. with an industry-leading ESG disclosure.
Score
Beta vs S&P 500 index
1.88
VaR
+4.06%
240-Day Maximum Drawdown
+34.66%
240-Day Volatility
+42.06%
Return
Best Daily Return
60 days
+5.65%
120 days
+5.96%
5 years
+12.83%
Worst Daily Return
60 days
-6.97%
120 days
-7.18%
5 years
-16.41%
Sharpe Ratio
60 days
-0.68
120 days
-0.15
5 years
+0.27
Risk Assessment
Maximum Drawdown
240 days
+34.66%
3 years
+38.94%
5 years
+57.72%
Return-to-Drawdown Ratio
240 days
+0.27
3 years
+0.52
5 years
-0.00
Skewness
240 days
-0.29
3 years
-0.45
5 years
-0.43
Volatility
Realised Volatility
240 days
+42.06%
5 years
+40.75%
Standardised True Range
240 days
+3.93%
5 years
+2.96%
Downside Risk-Adjusted Return
120 days
-20.75%
240 days
-20.75%
Maximum Daily Upside Volatility
60 days
+33.16%
Maximum Daily Downside Volatility
60 days
+36.19%
Liquidity
Average Turnover Rate
60 days
+0.95%
120 days
+0.85%
5 years
--
Turnover Deviation
20 days
+25.17%
60 days
+21.63%
120 days
+9.48%
Peer Comparison
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Carlyle Group Inc
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6.54 /10
Score
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Earnings Forecast
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Price Momentum
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VIRT
8.53 /10
Score
Financial Health
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Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
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AMG
8.32 /10
Score
Financial Health
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VCTR
8.28 /10
Score
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Price Momentum
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8.17 /10
Score
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