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Buy Day today: Neutral (53) Mixed market breadth · no major macro event

Carlyle Group Inc (CG)

Financial Services Asset Management
46.00 $
+1.5% vs. previous close
Closing price · As of: 31. Jul 2026
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This stock currently matches 5 of our scanner strategies — each hit links to the scanner.

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Trading Day

Previous Close
45.40$
Open
45.50$
Day High
46.10$
Day Low
44.80$
Volume
2,325,118shares

Key levels of the most recently completed trading day — not a live quote.

52-Week Range

52-Week Low 52-Week High
40.50 $ 69.40 $
06/29/2026 09/18/2025

Current price 46.00 $ — 19% of the range above the low.

Lowest and highest closing price over the last 52 weeks. The marker shows where the current price sits within that range: close to the high speaks for strength, close to the low for weakness.

Basics

Market Cap
17.2$B
Shares Outstanding
360Mio.
Float
72.7%
Beta
1.8

Performance

Perf. 1M
-10.10%
Perf. 3M
-10.60%
Perf. 6M
-32.60%
YTD Performance (%)
-26.40%
52-Week-High Distance
-40.0%
Perf. 1Y
-22.14%
Perf. 3Y
41.76%
Perf. 5Y
6.91%
Perf. 10Y
322.35%
Perf. Since Inception
337.79%

Technical Indicators

MA 38 Days
44.40$
MA 50 Days
44.50$
MA 200 Days
51.80$
RSI (14)
55.3
Volatility 30 Days
34.7%
Volatility 250 Days
36.6%

Calculated from the price history · as of 08/03/2026

Valuation

P/E
31.5
Forward P/E
11.3
PEG
1.0
P/B
3.1
P/S
4.3
EV/EBITDA
9.1
Price/FCF

Profitability

Gross Margin
87.8%
EBIT Margin
-233.9%
Net Margin
16.8%
Return on Equity
9.4%
Return on Assets
2.4%

Balance Sheet & Safety

Equity Ratio
18.1%
Debt/Equity
2.7
Altman Z″
4.60
Piotroski
4 out of 9

Growth

Sales Growth Last Quarter
-94.10%
EPS Growth Last Quarter
70.20%
Sales Growth (Year)
19.80%
Forward Sales Growth
33.02%
Forward EPS Growth
27.80%

Dividend

Dividend Yield
3.04%
Dividend Per Share (TTM)
1.40$
Payout Ratio
48.9%
Years Without a Cut
5Years
Increase Streak
0Years

Quality & Screener

Stage
4
RS Rating
16
EPS Rating
82
Piotroski
4 out of 9
Fundamental Rating
D (44 out of 100)
Altman Z″
4.60

AI Rating

Not yet rated — we only show a category once an SEC-backed file with at least two cited passages is available. How the Rating Is Built

Growth Score

6 of 10 Solid growth

Ten checks against the annual reports — each one passed counts a point.

  • Revenue grows by more than 15% a year over three years 10.0% failed
  • More than 10% revenue growth is expected for the coming year 33.0% passed
  • Share count grows by less than 3% a year 0.5% passed
  • Revenue growth plus cash-flow margin add up to at least 40 ("Rule of 40") 47.6% passed
  • Gross margin at 40% or higher and without meaningful erosion 65.9% failed
  • Goodwill from acquisitions does not grow faster than revenue 0.4% passed
  • Net debt below twice EBITDA 8.0 x EBITDA failed
  • Operating cash flow covers the profits of the last three years -312 m failed
  • Return on capital at 15% or higher, or up versus two years ago 4.4% passed
  • Insiders hold at least 10% or are net buyers 26.4% passed

A criterion without figures counts neither as passed nor as failed; a score is only produced from 7 judgeable criteria upwards. Source: fundamental data. All ten criteria in detail

Analysts & Price Target

Current Price 46.00 $
Price Target (average) 55.59 $

The price target sits 20.8% above the current price.

Consensus
Sell
Analyst Ratings
17
Distribution of Recommendations
Strong Buy 6
Buy 2
Hold 8
Sell 1
Strong Sell 0

Combined picture of the price targets and recommendations of every analyst covering the stock. Price targets are expectations for the next 12 months, not promises — and they often follow the price rather than predict it.

Estimates by Fiscal Year

Estimates by Fiscal Year
Fiscal Year EPS Estimate ($) EPS Range ($) Revenue Estimate ($M) Expected Growth Analysts
12/31/2026 3.70 3.40 – 4.10 3,712 -8.0% 17
12/31/2027 5.10 4.32 – 5.57 4,967 37.8% 17

Average of the analyst estimates for the coming fiscal years. The range shows how far the most optimistic and the most cautious estimate sit apart — the wider it is, the less certain the expectation.

Next Reporting Date

5. Aug 2026 · before the open · Q2 2026
Expected Earnings per Share
0.88 $

Expected date of the next quarterly or annual figures. Dates do shift occasionally — only the invitation issued by the company is binding.

Revenue & Profit

Cash Flow

Balance Sheet

Margins

Per Share

Click the chart or tab into it, then use ← and → to step through the periods.

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The figures could not be loaded right now.

Sales Per Quarter ($M)
2024: Q4 · 927.0 $M Q4 2025: Q1 · 807.8 $M Q1 2025: Q2 · 1,176.1 $M Q2 2025: Q3 · 780.5 $M Q3 2025: Q4 · 1,842.9 $M Q4 2026: Q1 · 189.6 $M Q1

Source: fundamental data

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Quarterly Figures

Quarterly Figures
Quarter EPS (Earnings Per Share) EPS YoY (%) Sales ($M) Sales YoY (%) Net Margin (%) OCF ($M) FCF ($M)
2024: Q4 0.57 927 22.80 -353 -380
2025: Q1 0.35 99.80 808 7.10 16.10 -352 -369
2025: Q2 0.87 115.70 1,176 27.80 27.20 882 865
2025: Q3 0.00 -99.90 781 -47.50 0.10 -2,611 -2,634
2025: Q4 0.96 68.40 1,843 98.80 19.40 452 410
2026: Q1 -0.37 -203.70 190 -76.50 -69.70 469 441
What Do These Terms Mean?
EPS (Earnings Per Share):
Quarterly profit divided by the total share count — how much of the profit works out to a single share.
YoY (Year over Year):
Change versus the same quarter a year ago — this is how you compare without seasonal distortion (e.g. the holiday shopping season).
Sales:
All revenue for the quarter, before any costs are deducted — the top line of the income statement.
Net Margin:
What percentage of sales is left over as profit in the end. Negative means the company is posting a loss.
OCF (Operating Cash Flow):
The cash that actually flows into the till from the core business during the quarter — harder to dress up than book profit.
FCF (Free Cash Flow):
Operating cash flow minus capital expenditures — the money that's genuinely free to use, say for paying down debt, buybacks, or dividends.

Annual Figures

Annual Figures
Fiscal Year Revenue ($M) EBIT ($M) Net Income ($M) EPS ($) Operating Cash Flow ($M) Equity ($M) Total Assets ($M)
2016 1,934 45 6 0.02 -301 308 9,973
2017 2,311 1,044 244 0.81 -7 2,949 12,281
2018 2,055 360 117 0.34 -344 4,695 14,770
2019 2,916 1,233 381 1.04 359 2,970 13,809
2020 2,134 580 348 0.97 -169 2,689 15,645
2021 5,824 4,028 2,975 8.20 1,791 5,279 21,250
2022 3,677 1,573 1,225 3.35 -379 6,221 21,403
2023 1,867 -601 -608 -1.68 205 5,191 21,176
2024 4,088 1,394 1,020 2.77 -760 5,607 23,104
2025 4,898 1,283 809 2.18 1,463 5,762 29,116

Fiscal years from the audited annual reports, oldest first. EBIT is the operating profit before interest and taxes; total assets are everything the company owns.

About the Company

The Carlyle Group Inc. ist eine Investmentfirma mit Spezialisierung auf Direkt- und Dachfondsinvestitionen.

Employees2,500
HeadquartersWashington, DC
Address1001 Pennsylvania Avenue, NW, 20004-2505 Washington, United States
Phone(202) 729-5626
Websitecarlyle.com
IPO Date3. May 2012
ISINUS14316J1088

Management

Management
Name Title Birth Year
Lindsay P. Lobue Chief Operating Officer 1975
David Mark Rubenstein J.D. Co-Founder & Co-Chairman of the Board 1949
William E. Conway Jr. Co-Founder & Co-Chairman of the Board 1950
Mario Pardo Rojo MD & Partner 1975
Mark J. Schoenfeld MD & Partner
Martin Glavin Managing Director
Martin W. Sumner MD and Head of the Global Industrial & Transportation 1974
Matthew J. Coles Managing Director
Matthew J. O'Connor MD & Chief Investment Officer of International Energy 1970
Matthew LoRusso Managing Director

Executives per the latest required filings; titles kept in their original language. Source: fundamental data.

Chart

Interactive price chart (TradingView).

Data as of: July 31, 2026 · Source: fundamental data & SEC filings (annual and quarterly reports, 10-K/10-Q)

Note: pure fact-based analysis, not investment advice and not a solicitation to buy or sell. All figures without guarantee.

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