Indicators
Indicators
Value
Direction
MACD(12,26,9)
-0.369
Neutral
RSI(14)
60.553
Neutral
STOCH(KDJ)(9,3,3)
77.690
Buy
ATR(14)
1.662
Low Volatility
CCI(14)
81.323
Neutral
Williams %R
22.686
Buy
TRIX(12,20)
0.317
Sell
StochRSI(14)
77.612
Neutral
Carlyle Group Inc
CG64.720USD
-0.150-0.23%
Close 08/27, 16:00（ET）Quotes delayed by 15 min
23.23BMarket Cap
21.42P/E TTM
TradingKey Stock Score
Financial Health
Valuation Dimension
Forecast
Momentum
Institutional Confidence
Risk Assessment
Peers
TradingKey Stock Score
Currency: USD Updated：2025-08-27Key Insights
The company's fundamentals are relatively healthy.Its valuation is considered undervalued,and institutional recognition is very high.Over the past 30 days, multiple analysts have rated the company as a Buy.Despite a weak stock market performance, the company shows strong fundamentals and technicals.The stock price is trading sideways between the support and resistance levels, making it suitable for range-bound swing trading.
Score
Support & Resistance
No Data
Score Analysis
Current score
Previous score
Analysts' Target
Based on
18
analysts
Buy
Current Rating
67.897
Target Price
+4.67%
Upside Space
Disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.
Company Highlights
StrengthsRisks
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.
Turnaround to Profit
The company's performance has turned profitable, with the latest annual net income of USD 1.02B.%!(EXTRA int=2)
High Dividend
The company is a high dividend payer, with the latest dividend payout ratio of 49.29%.
Overvalued
The company’s latest PE is 18.49, at a high 3-year percentile range.
Institutional Selling
The latest institutional holdings are 325.71M shares, decreasing 1.92% quarter-over-quarter.
Held by The Vanguard
Star Investor The Vanguard holds 24.62M shares of this stock.
Financial Health
Currency: USD Updated：2025-08-27The company's current financial score is 6.73, which is lower than the Banking & Investment Services industry's average of 7.33. Its financial status is stable, and its operating efficiency is average. Its latest quarterly revenue reached 807.80M, representing a year-over-year increase of 7.11%, while its net profit experienced a year-over-year increase of 98.17%.
Score
Financials
7.57
Related Indicators
Cash and cash equivalents
Total assets
Total liabilities
Free cash flow
No Data
Quality of Earnings
5.31
Operational Efficiency
7.44
Growth Potential
7.46
Shareholder Returns
5.89
Valuation Dimension
Currency: USD Updated：2025-08-27The company’s current valuation score is 2.60, which is lower than the Banking & Investment Services industry's average of 4.39. Its current P/E ratio is 18.49, which is -4.14% below the recent high of 17.72 and 17.90% above the recent low of 15.18.
Score
Valuation Dimension
P/E
P/B
P/S
P/CF
Industry Ranking 102/524
No Data
Forecast
Currency: USD Updated：2025-08-27The company’s current earnings forecast score is 7.11, which is lower than the Banking & Investment Services industry's average of 7.34. The average price target for Carlyle Group Inc is 70.50, with a high of 83.00 and a low of 44.11.
Score
Support & Resistance
No Data
Analyst Rating
Based on
18
analysts
Buy
Current Rating
67.897
Target Price
+4.67%
Upside Space
Strong Buy
Buy
Hold
Sell
Strong Sell
Peer Comparison
68
Total
6
Median
7
Average
Company name
Ratings
Analysts
Carlyle Group Inc
CG
18
Blackstone Inc
BX
23
KKR & Co Inc
KKR
21
BlackRock Inc
BLK
19
Ares Management Corp
ARES
17
BROOKFIELD ASSET MANAGEMENT LTD
BAM
17
1
2
3
...
14
Financial Forecasting
EPS
Revenue
Net Profit
EBIT
No Data
Disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.
Momentum
Currency: USD Updated：2025-08-27The company’s current price momentum score is 9.45, which is higher than the Banking & Investment Services industry's average of 8.78. Sideways: Currently, the stock price is trading between the resistance level at 68.16 and the support level at 59.10, making it suitable for range-bound swing trading.
Score
Support & Resistance
No Data
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
64.054
Buy
MA10
63.641
Buy
MA20
62.780
Buy
MA50
58.616
Buy
MA100
50.334
Buy
MA200
50.310
Buy
Institutional Confidence
Currency: USD Updated：2025-08-27The company’s current institutional recognition score is 10.00, which is higher than the Banking & Investment Services industry's average of 6.35. The latest institutional shareholding proportion is 90.19%, representing a quarter-over-quarter decrease of 2.42%. The largest institutional shareholder is The Vanguard, holding a total of 24.62M shares, representing 6.81% of shares outstanding, with 5.55% increase in holdings.
Score
Institutional Shareholding
No Data
Shareholder Activity
Name
Shares Held
Chg %
D'Aniello (Daniel A.)
Rubenstein David M
Conway (William E. JR)
Capital World Investors
BlackRock Institutional Trust Company, N.A.
William Blair Investment Management, LLC
State Street Global Advisors (US)
MFS Investment Management
1
2
Risk Assessment
Currency: USD Updated：2025-08-27The U.S. Dollar Index is currently in a neutral state, which has a neutral effect on the 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 company’s current risk assessment score is 4.53, which is lower than the Banking & Investment Services industry's average of 5.16. The company's beta value is 1.99. This indicates that the stock tends to outperform the index during upward trending markets but experiences larger declines during downward trending markets.
Score
Beta vs S&P 500 index
1.99
VaR
+3.79%
240-Day Maximum Drawdown
+38.94%
240-Day Volatility
+46.00%
Return
Best Daily Return
60 days
+4.66%
120 days
+11.69%
5 years
+12.83%
Worst Daily Return
60 days
-3.21%
120 days
-16.41%
5 years
-16.41%
Sharpe Ratio
60 days
+5.18
120 days
+1.66
5 years
+0.74
Risk Assessment
Maximum Drawdown
240 days
+38.94%
3 years
+38.94%
5 years
+57.72%
Return-to-Drawdown Ratio
240 days
+1.83
3 years
+1.29
5 years
+0.46
Skewness
240 days
-0.69
3 years
-0.51
5 years
-0.45
Volatility
Realised Volatility
240 days
+46.00%
5 years
+38.37%
Standardised True Range
240 days
+2.70%
5 years
+2.02%
Downside Risk-Adjusted Return
120 days
+189.77%
240 days
+189.77%
Maximum Daily Upside Volatility
60 days
+23.60%
Maximum Daily Downside Volatility
60 days
+22.11%
Liquidity
Average Turnover Rate
60 days
+0.69%
120 days
+0.84%
5 years
--
Turnover Deviation
20 days
+2.36%
60 days
-5.58%
120 days
+14.10%
Peers
Currency: USD Updated：2025-08-27Carlyle Group Inc
CG
6.84 /10
Score
Financial Health
Valuation Dimension
Forecast
Momentum
Institutional Confidence
Risk Assessment
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SYF
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The Stock Score data is powered by TradingKey and updated daily. Rating data is sourced from LESG. Please use the data with caution for reference purposes only.
