Carlyle Group Inc

CG

58.710USD

+3.300+5.96%

Close 02/06, 16:00（ET）Quotes delayed by 15 min

Carlyle Group Inc's Score

Industry at a Glance

Industry Ranking

67 / 118

Overall Ranking

261 / 4521

Industry

Investment Banking & Investment Services

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.

Turnaround to Profit

The company's performance has turned profitable, with the latest annual net income of USD .

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 3.76, at a high 3-year percentile range.

Institutional Selling

The latest institutional holdings are 239.39M shares, decreasing 0.02% quarter-over-quarter.

Held by PRFDX

Star Investor PRFDX holds 825.00 shares of this stock.

Analyst Rating

Based on 16 analysts

Buy

Current Rating

68.874

Target Price

+17.96%

Upside Space

Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.

The current financial score of Carlyle Group Inc is 4.70, ranking 115 out of 118 in the Investment Banking & Investment Services industry. Its financial status is robust, and its operating efficiency is low. Its latest quarterly revenue reached 780.50M, representing a year-over-year decrease of 47.50%, while its net profit experienced a year-over-year decrease of 99.85%.

Score

Industry at a Glance

Previous score

4.70

Change

0



Financials

9.09

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

2.38

Key Metrics

Total revenue

Operating profit

Total assets

SG&A

Relevant data have not been disclosed by the company yet.

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Operational Efficiency

2.83

Key Metrics

Cash flow from operating activities

Income after tax

Relevant data have not been disclosed by the company yet.

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Growth Potential

4.47

Key Metrics

Cash flow from operating activities

Total revenue

Relevant data have not been disclosed by the company yet.

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Shareholder Returns

4.71

Key Metrics

Free cash flow

Relevant data have not been disclosed by the company yet.

The current valuation score of Carlyle Group Inc is 6.62, ranking 76 out of 118 in the Investment Banking & Investment Services industry. Its current P/E ratio is 31.87, which is 405.28% below the recent high of 161.02 and 242.51% above the recent low of -45.41.

Score

Industry at a Glance

Previous score

6.62

Change

0

Valuation Dimensions

P/E

P/B

P/S

P/CF

Industry Ranking 67/118

Relevant data have not been disclosed by the company yet.

The current earnings forecast score of Carlyle Group Inc is 7.25, ranking 52 out of 118 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

Industry at a Glance

Previous score

7.25

Change

0

Support & Resistance

Relevant data have not been disclosed by the company yet.

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.

The current price momentum score of Carlyle Group Inc is 7.30, ranking 39 out of 118 in the Investment Banking & Investment Services industry. Currently, the stock price is trading between the resistance level at 66.02 and the support level at 52.67, making it suitable for range-bound swing trading.

Score

Industry at a Glance

Previous score

6.86

Change

0.44

Support & Resistance

Relevant data have not been disclosed by the company yet.

Institutional Confidence

Currency: USD Updated: 2026-02-06

The current institutional shareholding score of Carlyle Group Inc is 5.00, ranking 56 out of 118 in the Investment Banking & Investment Services industry. The latest institutional shareholding proportion is 68.41%, representing a quarter-over-quarter decrease of 1.30%. The largest institutional shareholder is The Vanguard, holding a total of 26.27M shares, representing 7.29% of shares outstanding, with 8.77% increase in holdings.

Score

Industry at a Glance

Previous score

5.00

Change

0

Institutional Shareholding

Relevant data have not been disclosed by the company yet.

Shareholder Activity

Name

Shares Held

Chg %

D'Aniello (Daniel A.)

32.50M

-8.45%

Rubenstein David M

28.00M

-4.27%

Conway (William E. JR)

27.00M

-6.90%

The Vanguard Group, Inc.

Star Investors

25.33M

+2.90%

BlackRock Institutional Trust Company, N.A.

21.59M

+12.84%

Capital World Investors

19.98M

+0.09%

Harris Associates L.P.

Star Investors

10.93M

-3.43%

State Street Investment Management (US)

9.94M

+20.93%

William Blair Investment Management, LLC

8.75M

-12.07%

MFS Investment Management

7.49M

+6.98%

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The 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 118 in the Investment Banking & Investment Services industry. The company's beta value is 2.05. 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.

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