Financial Services
The Carlyle Group Inc.(CG)
Live Price
Offline$45.75
+2.69% today
1Y Change
-11.58%
Window
Jun 26, 2025 โ Jun 18, 2026
- Market Cap
- $18.52B
- Revenue Growth
- +19.8%
- EPS Growth
- -21.1%
- Dividend Yield
- 2.7%
Coverage: 246 bars ยท Jun 26, 2025 โ Jun 18, 2026
Research Briefing
A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.
Research Snapshot
The Carlyle Group Inc. (CG) is a Financial Services stock with a market cap of $18.52B and listed on NASDAQ. The stock last traded around $45.75 and down 11.6% across the available one-year price window (Jun 26, 2025 โ Jun 18, 2026). Baseline metrics include revenue growth of +19.8%, EPS growth of -21.1%, a dividend yield of 2.7%. What stands out right now is revenue +19.8%, EPS -21.1%, free cash flow +262.9% with operating margin 26.0% and ROIC 3.4%. The dividend matters to the case here, with a current yield around 2.7%. Valuation sits in the middle of the pack at P/E 22.8 and price/sales 4.0. Overall, the current profile looks closer to a turnaround or cyclical reset than a generic broad-market placeholder. Stock Foundry combines CG price history, valuation, growth, dividend context, earnings, analyst forecasts, news, related Financial Services peers on this page.
Sector Context
How this name stacks up against nearby peers on first-pass metrics.
Revenue Growth
Above sector median
+19.8% vs +3.4% peer median
Operating Margin
Above sector median
+26.0% vs +4.7% peer median
What Changed This Quarter
Latest report context and the signals most likely to have changed the story.
Latest report is on the board
2026 was reported on May 8, 2026, but the surprise data is still limited.
The operating picture looks softer than before
Revenue is at +19.8% and EPS is at -21.1%, with operating margin around 26.0%.
Shareholder return is still part of the story
The stock is still offering a dividend yield around 2.7%, which matters if the thesis depends on income as much as growth.
Earnings Reaction Memory
How the stock has tended to move after recent reports.
Across the last 3 reported quarters, the stock averaged -4.7% over the next 5 trading days and finished higher after 0 of those reports.
View quarter-by-quarter reaction table
| Quarter | EPS ฮ | 1D | 5D | 20D |
|---|---|---|---|---|
2026 May 8, 2026 | โ | -2.3% | -5.2% | -13.9% |
2026 Feb 6, 2026 | +1.4% | +0.9% | -7.2% | -16.8% |
2025 Oct 31, 2025 | -3.9% | -2.8% | -1.7% | +1.4% |
Benchmark Edge
CG vs SPY, QQQ, and Sector ETFs
Normalized return, excess return, max drawdown, and calendar-year wins against the benchmarks investors actually use.
CG
โ
Normalized return
SPY
--
S&P 500
Excess Return
--
Relative to SPY
CG Max Drawdown
-39.09%
Trailing 1Y
SPY Max Drawdown
โ
Trailing 1Y
Calendar-Year Returns
Uses the longest available daily history for CG and SPY.
Company Overview
The Carlyle Group Inc.
NASDAQ
The Carlyle Group Inc. is a leading global investment firm specializing in alternative asset management. It deploys private capital across three core business segments: Global Private Equity, which encompasses private equity, real estate, infrastructure, and natural resources; Global Credit; and Investment Solutions, known as Carlyle AlpInvest. These segments manage substantial assets, primarily serving institutional investors and high-net-worth individuals seeking diversified exposure to alternative investments. The firm invests wisely to create value for its investors, portfolio companies, and the communities where it operates, leveraging deep industry expertise. With operations through 29 offices across five continents, The Carlyle Group Inc. caters to more than 3,100 active carry fund investors from 87 countries, playing a pivotal role in the alternative asset management industry by providing sophisticated investment strategies in private markets.
- Leadership
- Mr. Harvey Mitchell Schwartz
- Employees
- 2.5k
- Street Address
- 1001 Pennsylvania Avenue, NW, Suite 220 South
- Mailing
- Washington, DC, 20004-2505
- Region
- Washington, DC, United States
- Last Updated
- May 7, 2026
Key Fundamentals
Valuation, growth, profitability, and balance sheet signals.
Valuation
- P/E
- 22.8
- EV/EBITDA
- 21.6
- Price/Sales
- 4.0
- Price/Book
- 3.2
Growth
- Revenue
- +19.8%
- EPS
- -21.1%
- Free Cash Flow
- +262.9%
Profitability
- Gross Margin
- 69.9%
- Operating Margin
- 26.0%
- Net Margin
- 17.6%
- ROE
- 14.2%
- ROIC
- 3.4%
Balance Sheet
- Debt/Equity
- 2.41
- Current Ratio
- 15.72
Earnings Reports
Latest News
Official Releases
Company announcements and filings-style updates.
Next Step
Keep the research moving
After the overview, the strongest next step is usually chart context or a tighter compare set.