Financials / Asset ManagementUpdated 2026-05-10 22:07 UTC

CG stock hub

The Carlyle Group Inc. has a live ticker hub with the latest available market, valuation, profitability, growth, ownership, and risk indicators.

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Fair value midpoint

n/a

Fair value pending

Upside to midpoint

n/a

Based on latest report

Confidence

n/a

Data quality and model convergence

Market cap

18.2B

NASDAQ

Market data

Live price

Current market quote for this ticker.

Current price

In the news

Latest news · CG

Recent company headlines from major financial publishers.

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Fetching the latest headlines.

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Fetching the latest headlines.

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Fetching the latest headlines.

Calendar

Next earnings

Upcoming earnings date and setup when available.

Upcoming

DateLoading

Window—

EPS estimate—

Revenue estimate—

Sector context

Where the current metrics sit

Percentiles come from the backend screener cohort cache for the ticker's country and sector.

Forward P/E11.5

P25 8.8P50 10.4P75 13.1

Trailing P/E34.1

P25 10.9P50 14.7P75 36.2

ROE9.4

P25 4.9P50 10.4P75 15

ROIC2.8

P25 -1.3P50 6.6P75 12.7

Benchmarks - 1M

S&P 500n/a

Nasdaq Compositen/a

Dow Jones Industrial Averagen/a

Russell 2000n/a

Indicator catalog

All CG market and fundamental indicators

A searchable catalog of the available market, valuation, profitability, growth, balance-sheet, ownership, and analyst metrics for this ticker.

Available fields

227

Groups with data

Currency

USD

Showing 227 of 227 available metrics for this ticker.

Profile and market data

Ticker identity, listing, currency, market cap, and source dates.

Metric	Value
Cik	0001527166
Company name	The Carlyle Group Inc.
Country	United States
Country code	US
Cusip	14316J108
Employees	2,500
Employees Change	200%
Employees Change Percent	8.7
Enterprise value	$30.1B
Exchange	NASDAQ
Financial currency	USD
First seen	2026-05-09
Industry	Asset Management
IPO Date	2012-05-03
Isin	US14316J1088
Last refreshed	2026-05-10
Market cap	$18.2B
Market cap category	Large-Cap
Price	$50.63
Price currency	USD
Rev Per Employee	1,299,520x
Sector	Financials
Sic	6282
Symbol	CG
Website	https://www.carlyle.com

Valuation

Multiples, yields, enterprise-value ratios, and valuation checks.

Metric	Value
Earnings Yield	3%
EV Earnings	55.06x
EV Sales Forward	6.14x
EV/Sales	9.26x
Forward P/E	11.49x
P/B ratio	2.47x
P/E ratio	34.14x
P/S ratio	5.61x
PE Ratio10 Y	27.68x
PE Ratio3 Y	38.88x
PE Ratio5 Y	24.13x
PEG ratio	1.17x
PS Forward	3.72x

Profitability

Margins, returns on capital, cash conversion, and quality metrics.

Metric	Value
Gross margin	87.78%
Gross Profit	$2.9B
Net Income	$546.5M
Net Income Growth	-49.62%
Net Income Growth Years	0%
Net Income Growth3 Y	-10.18%
Net Income Growth5 Y	-21.47%
Pretax Margin	24.91%
Profit Margin	16.82%
Profit Per Employee	$218,600
Profitable Years	2
ROA	2.39
Roa5y	5.75
ROE	9.36
Roe5y	23.05
ROIC	2.82
Roic5y	8.13

Growth

Revenue, earnings, cash-flow, and forward growth indicators.

Metric	Value
Cagr10y	17.45%
Cagr1y	30.1%
Cagr3y	27.94%
Cagr5y	5.67%
Div CAGR10	-3.5%
Div CAGR3	1.85%
Div CAGR5	6.96%
EPS Growth	-49.62
EPS Growth Years	0
EPS Growth3 Y	-10.49
EPS Growth5 Y	-21.77
Revenue Growth	-35.52x
Revenue Growth Q	-94.11x
Revenue Growth Years	0x
Revenue Growth3 Y	-0.93x
Revenue Growth5 Y	-11.14x

Financial strength

Debt, cash, solvency, accounting-quality, and balance-sheet signals.

Metric	Value
Asset Turnover	$0.12
Assets	$29.8B
Cash	$2.8B
Debt	$14.6B
Debt Equity	$1.98
Equity	$7.4B
Liabilities	$22.5B
Net Cash	$-11.9B
Net Cash By Market Cap	$-65.09
Net Debt Equity	$1.61
Tangible Book Value	$4.9B
Tangible Book Value Per Share	$13.7
WACC	8.12

Liquidity

Current-asset coverage and working-capital efficiency metrics.

Metric	Value
Current ratio	1.99
Quick ratio	1.92
Working Capital	$5.4B
Working Capital Turnover	$0.67

Dividends and buybacks

Dividend yield, payout, buybacks, and shareholder-yield indicators.

Metric	Value
Buyback Yield	-0.51%
Dividend Growth	0%
Dividend Growth Years	0%
Dividend per share	$1.4
Dividend Years	15
Dividend Yield	2.77%
Ex Div Date	2026-05-18
Last Dividend	$0.35
Payout Frequency	Quarterly
Payout Ratio	94.39%

Performance and technicals

Returns, volatility, beta, momentum, RSI, and moving-average context.

Metric	Value
10Y total return	399.17%
1Y total return	30.08%
200-day SMA	57.05
3Y total return	109.43%
50-day SMA	48.92
50-day SMA vs 200-day SMA	50under200
5Y total return	31.75%
All Time High	69.85
All Time High Change	-27.51%
All Time High Date	2025-09-19
All Time Low	11.25
All Time Low Change	350.04%
All Time Low Date	2016-02-11
ATR	2.17
Beta	1.89
Beta1y	2.08
Beta2y	1.72
Ch YTD	-14.35
High	52
High52	69.85
High52 Date	2025-09-19
High52ch	-27.51%
Low	47.62
Low52	40.73
Low52 Date	2025-05-08
Low52ch	24.31%
Ma50ch	3.49%
Premarket Change Percent	-0.84
Premarket Price	$48.6
Premarket Volume	1,202
Price vs 200-day SMA	-11.26%
RSI	53.75
RSI Monthly	50.75
RSI Weekly	45.83
Sharpe ratio	0.79x
Sortino ratio	1.29
Total Return	2.26%
Tr YTD	-13.79
Tr1m	7.72%
Tr1w	2.41%
Tr3m	-13.2%

Analyst estimates

Ratings, targets, revisions, and forward estimate fields.

Metric	Value
Analyst Count	14
Analyst Count Top	6
Analyst Price Target Top	$64.5
Analyst Ratings	Buy
Analyst Ratings Top	Buy
Earnings EPS Estimate	$0.92
Earnings EPS Estimate Growth	-19.3
Earnings Revenue Estimate	874,612,000x
Earnings Revenue Estimate Growth	-16.16x
Operating Income	$761.6M
Operating Income Growth	-45.85
Operating Income Growth3 Y	-9.6
Operating Income Growth5 Y	-20.46
Operating margin	23.44
Price target	$64.86
Price Target Change	$28.11
Price Target Change Top	$27.4

Ownership and float

Institutional, insider, float, short-interest, and share-count fields.

Metric	Value
Float	261,518,637%
Float Percent	72.65%
Shares Insiders	27.24%
Shares Institutions	65.95%
Shares Out	359,974,427
Shares Qo Q	-3.93%
Shares Yo Y	0.51%
Short Float	5.57%
Short Ratio	4.84
Short Shares	4.05

Other indicators

Additional ticker metrics that do not fit the primary research groupings yet.

Metric	Value
Average Volume	3,446,081.45x
Bv Per Share	15.02
CAPEX	$-110.8M
Ch10y	211.8
Ch1m	7.72
Ch1w	2.41
Ch1y	26.73
Ch3m	-13.76
Ch3y	89.63
Ch5y	12.56
Ch6m	-3.43
Change	3.31%
Change From Open	3.52
Close	49.01
Days Gap	-0.2
Dollar Volume	261,234,193.4
Earnings Date	2026-05-07
Earnings Time	bmo
EPS	$1.48
F Score	3
Financing CF	4,682,100,000
Fiscal Year End	December
Founded	1,987
Graham Number	22.38554
Graham Upside	-55.79
Income Tax	$165M
Investing CF	-110,800,000
Is Primary Listing	1
Is Spac	No
Last Earnings Date	2026-05-07
Last Report Date	2026-03-31
Last Split Type	Never
Last10k Filing Date	2026-02-27
Lynch Fair Value	$7.42
Lynch Upside	-85.35
Ma150	54.75
Ma150ch	-7.53%
Ma20	50.21
Ma20ch	0.84%
Net CF	483,400,000
Next Earnings Date	2026-08-05
Open	48.91
Optionable	Yes
Payment Date	2026-05-28
Position In Range	68.72
Post Close	50.63
Postmarket Change Percent	-0.32
Postmarket Price	$50.47
Ppne	567,800,000
Pre Close	49.01
Price Date	2026-05-08
Ptbv Ratio	3.7
Relative Volume	1.5x
Revenue	3,248,800,000x
SBC By Revenue	12.04x
Share Based Comp	391,000,000
Tax By Revenue	5.08x
Tax Rate	20.39%
Tr6m	-2.16%
Us State	District of Columbia
Volume	5,159,672

Fast facts

Decision checkpoints

A compact product layer over the same report payload.

Risk gate

n/a

Named kill scenarios are reviewed before any bullish rating can stand.

Moat score

n/a

Business quality stays separate from stock attractiveness.

Forward P/E

n/a

Valuation uses the full report model stack, not a single multiple.

Next action

Research pending

Final action steps are kept in the recommendation tab.

Income

CG dividend yield, growth & safety

Yield, payout sustainability, and the multi-year growth streak.

Dividend yield

+2.8%

$1.40 annual per share

Payout ratio

+94.4%

Share of earnings returned as dividends. Below 60% is generally sustainable.

5Y dividend CAGR

+7.0%

0 consecutive years of growth

Total shareholder yield

+2.3%

Next ex-dividend date: 2026-05-18

Performance

CG stock returns vs the market

Total return (incl. dividends) compared to S&P 500.

Ownership

Who owns CG?

Insider, institutional, and short-interest positioning.

Institutional ownership

+66.0%

Float: +72.6% of shares outstanding

Insider ownership

+27.2%

Stake held by company insiders. Higher generally signals alignment.

Negative means the company is buying back shares.

Technical

CG momentum and risk profile

RSI, moving-average stack, beta, and risk-adjusted return.

RSI (14)

53.7

Neutral momentum band

Price vs 200-day MA

-11.3%

50/200-day relationship not available

Beta (5Y)

1.89

More volatile than the market

Sharpe ratio

0.79

Risk-adjusted return — higher is better; >1.0 is solid.

Peers

CG vs. sector cohort

Currency-neutral comparison: P/E, P/S, ROIC, 5Y revenue CAGR, and 1Y total return. Market-cap column appears only when every peer reports in the same currency.

Ticker	Name	Market cap	P/E	P/S	ROIC	5Y rev CAGR	1Y total return	Rating
AXP	American Express Company	215.6B	19.7x	3.1x	11.5%	+15.5%	+15.6%	کاهش موقعیت
BAC	Bank of America Corporation	364.1B	12.7x	3.3x	—	+6.3%	+28.2%	کاهش موقعیت
BK	The Bank of New York Mellon Corporation	89.6B	16.2x	4.3x	—	+6.0%	+58.4%	کاهش موقعیت

Questions

About CG

Hub-level FAQ points readers to the deeper analysis pages.

What is the current CG stock rating?

The Carlyle Group Inc. is currently shown with the latest rating in the latest report. The hub links directly to the full analysis surface where the rating, fair-value bridge, risks, and scorecard are documented together.

Where can I read the full CG analysis?

The full report lives at /stocks/CG/analysis. The bare ticker page is a product hub that summarizes the latest read and sends readers into the relocated analysis tabs without making the analysis surface depend on the hub.

What fair-value range is used for CG?

The latest report frames CG around the latest fair-value range. Treat that range as the entry point, then check the valuation, sensitivity, and bear-case tabs before making an investment decision.

How often is the CG page updated?

The hub updates with the latest published stock report and live backend market data. The analysis pages remain reachable under /analysis, so a hub rollback does not remove the report reader.