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StockVS

NASDAQ · Asset Management · USD

The Carlyle Group Inc. (CG) Stock Analysis

The Carlyle Group Inc. (CG) is a Asset Management stock listed on NASDAQ and quoted in US Dollar.

Last Updated: October 21, 2026

CG

$37.27

−$0.04 (−0.11%)

Oct 21, 2026 · Market close

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Price History

Hover for the daily close. The dotted line marks the period open.

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CG Key Statistics

As of Oct 21, 2026
Trading
Open
$37.76
Previous Close
$37.31
Day's Range
36.97–38.04
52-Week Range
37.05–67.30
Volume
2.54M
BetaHow much the share price moves relative to the wider market. 1.0 moves in line with it; above 1.0 swings more, below 1.0 less.
1.87
Valuation
Market Cap
$13.27B
P/E Ratio
38.39
Forward P/EShare price divided by forecast earnings for the year ahead, rather than the year just past.
7.48
PEG RatioThe P/E ratio divided by the expected earnings growth rate. It puts a high P/E in the context of how fast profits are growing.
0.63
P/S ratioMarket value divided by annual revenue. Useful for companies that are not yet profitable, where a P/E cannot be calculated.
4.74
EPS (ttm)Profit attributable to each share over the last twelve months.
0.97
Financials (FY)
Revenue (FY)
$3.21B−5.56%
Net Income (FY)
$808.70M−20.75%
Profit marginThe share of revenue left as profit after all costs and taxes.
13.01%
Shares OutstandingThe total number of shares held by all investors. Market value is this figure multiplied by the share price.
356.33M
1-Year Return
−34.51%
Dividend and dates
Dividend
$1.40+3.66%
Ex-Dividend Date
August 17, 2026
Earnings Date
November 4, 2026
Avg Volume
3.56M

Only metrics the company reports are shown. Data provided by Yahoo Finance via yfinance. Updated daily.

Key facts

As of October 21, 2026, CG closed at $37.27, −34.51% over 1 year.

The Carlyle Group Inc. (CG) has a market capitalization of $13.27B.

In fiscal 2025, CG reported revenue of $3.21B.

CG Stock Return by Calendar Year

The Carlyle Group Inc. (CG) 10-year return: what $10,000 became

1 year
$10,000 $6,549
−34.51%
5 years
$10,000 $7,993
−20.07%
10 years
$10,000 $37,890
+278.90%

If you had invested $10,000 in The Carlyle Group Inc. (CG) 10 years ago, at the close on October 21, 2016, it would have been worth $37,890 at the close on October 21, 2026: +278.90% in total, +14.25% a year, with dividends reinvested. A historical calculation from closing prices adjusted for splits and dividends, before fees and taxes.

Calendar-year returns computed from daily closing prices. Partial years are shown muted and marked with an asterisk.

YearReturn
2026 (partial year)−36.07%
2025+20.20%
2024+28.05%
2023+42.55%
2022−43.78%
2021+78.46%
2020+1.62%
2019+116.75%
2018−27.28%
2017+59.83%
2016 (partial year)−2.74%

As of October 21, 2026.

CG Revenue and Earnings by Fiscal Year

FY ends December
Fiscal yearRevenueNet incomeNet margin
2025$3.21B$808.70M25.2%
2024$3.40B$1.02B30.0%
2023$1.32B−$608.40M−45.9%
2022$3.36B$1.23B36.5%
Fiscal yearRevenueGross profitOperating incomeNet incomeNet margin
2025$3.21B——$808.70M25.2%
2024$3.40B——$1.02B30.0%
2023$1.32B——−$608.40M−45.9%
2022$3.36B——$1.23B36.5%

Annual figures as reported, in the company's reporting currency. As of December 31, 2025.

CG Dividend History

$1.40+0.0% vs 2024

Dividends per share, 2025 · 4 payments

YearDividends per sharePaymentsChange
2026*$1.053—
2025$1.404+0.0%
2024$1.404+1.8%
2023$1.384+12.2%
YearDividends per sharePaymentsChange
2026 (partial year)$1.053—
2025$1.404+0.0%
2024$1.404+1.8%
2023$1.384+12.2%
2022$1.234+22.5%
2021$1.004+0.0%
2020$1.004−26.5%
2019$1.364+9.7%
2018$1.244+0.0%
2017$1.244+148.0%
2016$0.501—

Most recent payment: $0.35 per share, ex-dividend August 17, 2026. Per-share amounts summed by calendar year from ex-dividend dates. Partial years are shown muted and marked with an asterisk.

CG Valuation vs Asset Management Median

Median of 512 stocks
MetricCGAsset Management medianvs median
P/E38.399.444.1x the median
P/S ratio4.748.5945% below
Profit margin13.01%74.97%62.0 pts below

Medians across 512 Asset Management stocks that report the metric. Medians, not averages, so one outlier cannot move them. As of October 21, 2026.

Recent News

All 20 articles ↓

News provided by third-party sources. Not financial advice.

Analysis

Data-derived

Company Overview

The Carlyle Group Inc. (CG) carries a market capitalisation of $13.27B. It is classified in the Asset Management industry, within the Financial Services sector. The company reports 2,500 employees.

Over the past 52 weeks the price has ranged from $37.05 to $67.30. The most recent close on file for CG is $37.27, dated October 21, 2026. That is −$0.04 (−0.11%) against the previous close. The latest close sits 0.59% above that 52-week low.

Financial Health

Fiscal 2025 revenue came to $3.21B. That is −5.56% against the prior fiscal year, when revenue was $3.40B. Net income for the same year was $808.70M. That is −20.75% against the prior fiscal year. Profit margin runs at 13.01%. That is 62 percentage points below the Asset Management median of 74.97%. Earnings per share on a trailing basis come to 0.97.

Across the 4 fiscal years on file, revenue moves from $3.36B in 2022 to $3.21B in 2025. Of those 4 years, 3 report positive net income.

Valuation Assessment

On trailing earnings, the shares are priced at 38.39 times earnings. That is 4.1 times the Asset Management median of 9.44. The forward P/E on file is 7.48. The PEG ratio, which sets the P/E against expected earnings growth, reads 0.63. Measured against sales, the shares trade at 4.74 times revenue. On price-to-sales that is 44.78% below the Asset Management median of 8.59. 512 Asset Management companies report these metrics, and the medians quoted come from that group.

The reported beta is 1.87. Daily returns over the trailing 10 years annualize to a volatility of 37.73%. The trailing one-year total return is −34.51%. Measured over 10 years, that is +14.25% a year compounded.

Growth & Income

CG pays a dividend yielding 3.66%. That is 5.3 percentage points below the Asset Management median yield of 8.91%. At the indicated rate that is $1.40 a share a year. The ex-dividend date on file is August 17, 2026. Dividends are recorded for 11 calendar years; 2026 shows 3 payments totalling $1.05 a share. The year before, 2025, totalled $1.40 a share.

So far in 2026 the total return is −36.07%. The strongest complete calendar year on file is 2019 at +116.75%; the weakest is 2022 at −43.78%. Of the 9 complete calendar years on file, 7 finished higher.

Peer Comparison

The Carlyle Group Inc. (CG) operates in the Asset Management industry. Here is how it compares to its closest peers by market capitalization:

Company Ticker Market Cap P/E Ratio
The Carlyle Group Inc. CG $13.27B 38.4
BlackRock, Inc. BLK $184.31B 25.8
Blackstone Inc. BX $127.43B 23.9
Brookfield Corporation BN $83.74B 69.5

The Asset Management industry average P/E ratio is 9.4x. The Carlyle Group Inc. trades at a P/E of 38.4.

Every figure above is read from this page's own data on each daily rebuild. Informational only, not financial advice. As of October 21, 2026.

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About The Carlyle Group Inc.

The Carlyle Group Inc. is an investment firm specializing in direct and fund of fund investments. Within direct investments, it specializes in management-led/ Leveraged buyouts, privatizations, divestitures, strategic minority equity investments, structured credit, global distressed and corporate opportunities, small and middle market, equity private placements, consolidations and buildups, senior debt, mezzanine and leveraged finance, and venture and growth capital financings, seed/startup, early venture, emerging growth, turnaround, mid venture, late venture, PIPES, recapitalization. The firm invests across four segments which include Corporate Private Equity, Real Assets, Global Market Strategies, and Solutions. The firm typically invests in industrial, agribusiness, ecological sector, fintech, airports, parking, Plastics, Rubber, diversified natural resources, minerals, farming, aerospace, defense, automotive, consumer, retail, industrial, infrastructure, energy, power, healthcare, software, software enabled services, semiconductors, communications infrastructure, financial technology, utilities, gaming, systems and related supply chain, electronic systems, systems, oil and gas, processing facilities, power generation assets, technology, systems, real estate, financial services, transportation, business services, telecommunications, media, and logistics sectors. Within the industrial sector, the firm invests in manufacturing, building products, packaging, chemicals, metals and mining, forestry and paper products, and industrial consumables and services. In consumer and retail sectors, it invests in food and beverage, retail, restaurants, consumer products, domestic consumption, consumer services, personal care products, direct marketing, and education. Within aerospace, defense, business services, and government services sectors, it seeks to invest in defense electronics, manufacturing and services, government contracting and services, information technology, distribution companies, supply chains, aftermarket services, cybersecurity and digital resilience, digital transformation. Within healthcare, biotech and medtech innovation, life sciences, healthcare IT, pharmacy, pharma commercialization. In telecommunication and media sectors, it invests in cable TV, directories, publishing, entertainment and content delivery services, wireless infrastructure/services, fixed line networks, satellite services, broadband and Internet, and infrastructure. Within real estate, the firm invests in office, hotel, industrial, retail, for sale residential, student housing, hospitality, multifamily residential, homebuilding and building products, and senior living sectors. The firm seeks to make investments in growing business including those with overleveraged balance sheets. The firm seeks to hold its investments for four to six years. In the healthcare sector, it invests in healthcare services, outsourcing services, companies running clinical trials for pharmaceutical companies, managed care, pharmaceuticals, pharmaceutical related services, healthcare IT, medical, products, and devices. It seeks to invest in companies based in Sub-Saharan focusing on Ghana, Kenya, Mozambique, Botswana, Nigeria, Uganda, West Africa, North Africa and South Africa focusing on Tanzania and Zambia; Asia focusing on Pakistan, India, Hong Kong, South East Asia, Indonesia, Philippines, Malaysia, Singapore, Vietnam, Taiwan, Korea, and Japan; Australia; New Zealand; Europe focusing on France, Italy, Denmark, United Kingdom, Germany, Austria, Belgium, Finland, Iceland, Ireland, Netherlands, Norway, Portugal, Spain, Benelux , Sweden, Switzerland, Hungary, Poland, and Russia; Middle East focusing on Bahrain, Jordan, Kuwait, Lebanon, Oman, Qatar, Saudi Arabia, Turkey, and UAE; North America focusing on United States which further invest in Southeastern United States, Texas, Boston, San Francisco Bay Area and Pacific Northwest; Asia Pacific; Soviet Union, Central-Eastern Europe, and Israel; Nordic region; and South America focusing on Mexico, Argentina, Brazil, Chile, and Peru. The firm seeks to invest in food, financial, and healthcare industries in Western China. In the real estate sector, the firm seeks to invest in various locations across Europe focusing on France and Central Europe, United States, Asia focusing on China, and Latin America. It typically invests between $2.24 million and $50 million for venture investments and between $50 million and $2 billion for buyouts in companies with enterprise value of between $31.57 million and $1000 million and sales value of $50 million and $300 million. It seeks to invest in companies with market capitalization greater than $50 million and EBITDA between $5 million to $25 million. It prefers to take a majority or a minority stake. While investing in Japan, it does not invest in companies with more than 1,000 employees and prefers companies' worth between $100 million and $150 million. The firm originates, structures, and acts as lead equity investor in the transactions. The Carlyle Group Inc. was founded in 1987 and is based in Washington, District of Columbia with additional offices across North America, South America, Asia, Australia and Europe.

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