The Carlyle Group Inc.

Valuation Analysis

About the Company

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,

The Carlyle Group Inc. Stock at a Glance

The Carlyle Group Inc. (CG) is currently trading at $45.75 with a market capitalization of $16.5B. The trailing P/E ratio stands at 31.34x, with a forward P/E of 8.76x. The 52-week range spans from $41.54 to $69.85; the current price is 34.5% below the yearly high. Year-over-year revenue growth stands at -94.1%. The net profit margin stands at 16.82%.

💰 Dividend

The Carlyle Group Inc. pays an annual dividend of $1.40 per share, representing a yield of 3.06%. The payout ratio stands at 95.89%. The elevated payout ratio reflects a mature dividend policy.

📊 Analyst Rating

16 analysts rate The Carlyle Group Inc. (CG) on consensus: Buy. The average price target is $60.38, implying +31.97% from the current price. Analyst price targets range from $43.00 to $75.00.

The Carlyle Group Inc.: The Investment Case in Detail

The Carlyle Group Inc. (CG) operates in the Financial Services — specifically Asset Management — and is headquartered in United States. Below is a structured read of the investment case built directly from the latest fundamentals, valuation multiples, analyst positioning and smart-money flows. Each section translates raw numbers into the investment logic they imply, so you can decide whether the risk/reward fits your portfolio.

The Bull Case

With a gross margin near 87.78%, the company sits in the top tier of its industry — these are the kinds of structural margins that protect earnings during downturns. Wall Street consensus sits at Buy with an average price target implying roughly 31.97% upside from current levels — analyst sentiment is firmly constructive.

The Bear Case

Revenue is contracting at -94.1% year-over-year — until that trend reverses, valuation is exposed to further downgrades. With a beta near 1.82, the share price moves sharply more than the broader market — drawdowns in market corrections can be unusually severe and require strong nerves.

What to Watch Next

• The forward P/E of 8.76x is meaningfully below the trailing 31.34x — analysts expect earnings to step up; the next earnings release is the test.
• The price sits in the lower quartile of the 52-week range — value hunters often start scaling in around this zone if fundamentals hold.
• The analyst consensus price target implies 31.97% upside — if the next two quarters confirm the underlying thesis, target hikes typically follow.

Investment Thesis: Strengths & Weaknesses

Technical Snapshot

Price is below both the 50- and 200-day moving averages, with 50d below 200d — a bearish picture (death-cross alignment).

Risk Profile

The data points to above-average price swings, elevated short interest (5.85%), higher leverage relative to equity.

Trading Data

💵 Dividend Info

Related Stocks in the Same Sector

Where can I buy The Carlyle Group Inc.?

Compare top-rated brokers — low fees, trusted providers, fully regulated.