The Carlyle Group Inc. Common Stock (CG)

Price$45.10

Value ScoreD

Growth ScoreD

Momentum ScoreD

Favorite Metrics

Price vs S&P 500 (26W)-26.47%

Price vs S&P 500 (4W)-13.08%

VGM Score32.97

Market Capitalization$16.35B

P/E Ratio (Annual)20.22x

Indicated Dividend Yield (Annual)3.08%

All Metrics

Book Value / Share (Quarterly)$15.02

P/TBV (Annual)3.98x

Indicated Dividend (Annual)$1.40

Revenue Growth (3Y)2.50%

Cash Flow / Share (Quarterly)$-11.88

Payout Ratio (TTM)62.46%

Price vs S&P 500 (YTD)-34.08%

Gross Margin (TTM)70.23%

Net Profit Margin (TTM)13.46%

EPS (TTM)$1.46

10-Day Avg Trading Volume3.26M

EPS Excl Extra (TTM)$1.46

Revenue Growth (5Y)10.25%

EPS (Annual)$2.18

Dividend / Share (Annual)$1.41

ROI (Annual)4.22%

Gross Margin (Annual)64.76%

Net Profit Margin (5Y Avg)15.33%

Cash / Share (Quarterly)$7.65

P/E Basic Excl Extra (TTM)29.92x

Revenue Growth QoQ (YoY)-73.90%

EPS Growth (5Y)17.55%

P/E Normalized (Annual)20.22x

ROA (Last FY)2.78%

Revenue Growth TTM (YoY)-28.89%

EBITD / Share (TTM)$2.42

ROE (5Y Avg)19.31%

Operating Margin (TTM)18.76%

Cash Flow / Share (Annual)$-9.44

P/B Ratio3.03x

P/B Ratio (Quarterly)3.23x

Net Income / Employee (Annual)$323,500

EV / Revenue (TTM)6.83x

Net Interest Coverage (TTM)97.47x

ROA (TTM)1.97%

EPS Growth QoQ (YoY)68.44%

EV / EBITDA (TTM)31.08x

EPS Incl Extra (Annual)$2.18

Current Ratio (Annual)0.56x

Quick Ratio (Quarterly)0.59x

3-Month Avg Trading Volume3.42M

52-Week Price Return-0.98%

EV / Free Cash Flow (Annual)57.54x

P/E Incl Extra (TTM)29.92x

Revenue / Employee (TTM)$1,624,300

Tangible BV / Share (Quarterly)$13.70

P/S Ratio (Annual)3.42x

Asset Turnover (Annual)0.16x

52-Week High$69.85

Operating Margin (5Y Avg)21.75%

EPS Excl Extra (Annual)$2.18

CapEx CAGR (5Y)10.19%

Tangible BV CAGR (5Y)15.06%

26-Week Price Return-10.54%

Quick Ratio (Annual)0.56x

13-Week Price Return-16.58%

Total Debt / Equity (Annual)2.33x

Current Ratio (Quarterly)0.59x

Enterprise Value$27.75B

Revenue / Share Growth (5Y)9.49%

Asset Turnover (TTM)0.15x

Book Value / Share Growth (5Y)16.24%

Revenue / Employee (Annual)$1,911,900

Pretax Margin (Annual)24.25%

Cash / Share (Annual)$8.97

3-Month Return Std Dev36.90%

Gross Margin (5Y Avg)62.19%

Net Income / Employee (TTM)$218,600

EBITDA CAGR (5Y)14.01%

EBITDA Interim CAGR (5Y)-3.05%

ROE (Last FY)14.04%

Net Interest Coverage (Annual)2.77x

EPS Basic Excl Extra (Annual)$2.18

P/FCF (TTM)15.33x

Receivables Turnover (TTM)13.88x

Total Debt / Equity (Quarterly)2.62x

EPS Incl Extra (TTM)$1.46

Receivables Turnover (Annual)21.55x

ROI (TTM)3.01%

Dividend Growth Rate (5Y)-1.03%

P/S Ratio (TTM)4.03x

Pretax Margin (5Y Avg)22.19%

Revenue / Share (Annual)$12.89

Tangible BV / Share (Annual)$15.00

Forward P/E10.19x

Price vs S&P 500 (52W)-29.19%

P/E Ratio (TTM)29.92x

EPS Growth TTM (YoY)-50.57%

Year-to-Date Return-23.14%

5-Day Price Return0.00%

EPS Normalized (Annual)$2.18

ROA (5Y Avg)4.81%

Net Profit Margin (Annual)16.92%

Month-to-Date Return-9.27%

Cash Flow / Share (TTM)$1.41

EBITD / Share (Annual)$3.16

EPS Growth (3Y)-13.34%

Operating Margin (Annual)21.79%

LT Debt / Equity (Annual)2.25x

ROI (5Y Avg)7.56%

P/E Excl Extra (TTM)29.92x

LT Debt / Equity (Quarterly)2.55x

EPS Basic Excl Extra (TTM)$1.46

P/TBV (Quarterly)3.55x

Payout Ratio (Annual)62.46%

P/B Ratio (Annual)3.70x

Dividend / Share (TTM)$1.40

Pretax Margin (TTM)19.93%

Book Value / Share (Annual)$16.12

Price vs S&P 500 (13W)-26.33%

Net Margin Growth (5Y)7.35%

Dividend Yield (TTM)3.09%

Beta1.83x

P/FCF (Annual)118.25x

Revenue / Share (TTM)$11.31

ROE (TTM)9.65%

52-Week Low$43.98

vGradeD

gGradeD

mGradeD

vgmGradeD

Show chart for

Earnings Surprise History

Q1 260.89est. 0.97

Analyst Recommendations

Feb 2026

Mar 2026

Apr 2026

May 2026

3.83

3.84

3.83

Industry Peers — Investment Advice(127)

Symbol	Value Score	Growth Score	Momentum Score	Price
CGThe Carlyle Group Inc. Common Stock	D	D	D	$45.10
BXBlackstone Inc.	F	B	D	$116.94
KKRKKR & Co. Inc.	D	C	C	$95.01
KKRTKKR & Co. Inc. 6.875% Subordinated Notes due 2065	D	C	C	$24.39
BAMBrookfield Asset Management Ltd.	F	C	C	$48.14
APOApollo Global Management, Inc.	C	C	C	$128.22
APOSApollo Global Management, Inc. 7.625% Fixed-Rate Resettable Junior Subordinated Notes due 2053	C	C	C	$25.64
AMPAmeriprise Financial, Inc.	C	B	D	$447.15
ARESAres Management Corporation Class A Common Stock	D	B	C	$128.74
TROWT Rowe Price Group Inc	B	D	B	$103.92
TPGTPG Inc. Class A Common Stock	D	C	D	$43.28

About

Carlyle Group is a leading global alternative asset manager with $474.1 billion in total assets under management, including $332.0 billion in fee-earning AUM. The firm operates three core segments: global private equity (encompassing real estate and infrastructure), global credit, and investment solutions through Carlyle AlphInvest. Carlyle serves institutional investors and high-net-worth individuals across 29 offices in five continents, managing assets for more than 3,100 carry fund investors spanning 87 countries.