Financial Services
Live Price
Offline$41.40
-1.19% today
1Y Change
-19.46%
Window
Jun 30, 2025 → Jun 26, 2026
Coverage: 249 bars · Jun 30, 2025 → Jun 26, 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 $41.40 and down 19.5% across the available one-year price window (Jun 30, 2025 → Jun 26, 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.
Benchmark Edge
Normalized return, excess return, max drawdown, and calendar-year wins against the benchmarks investors actually use.
Relative Read
CG is 37.44 pts behind over the shared 1Y window.
CG had 31.66 pts deeper max drawdown than SPY.
CG beat SPY in 1 of 2 calendar years shown and trailed in 1.
CG
-19.46%
Normalized return
SPY
+17.99%
S&P 500
Excess Return
-37.44 pts
Relative to SPY
CG Max Drawdown
-40.79%
Trailing 1Y
SPY Max Drawdown
-9.13%
Trailing 1Y
Uses the longest available daily history for CG and SPY.
| Year | CG | SPY | Excess | Leader |
|---|---|---|---|---|
| 2026 | -31.98% | +6.71% | -38.68 pts | SPY |
| 2025 | +16.98% | +11.19% | +5.79 pts | CG |
Powered by FMP stock_dividend. Includes historical ex-dates, pay dates, and payout amounts.
Dividend Yield
2.73%
Trailing 12M Payout
$1.40
Last Payout
| Ex-Date | Record | Pay | Dividend | Adj | Frequency |
|---|---|---|---|---|---|
| May 18, 2026 | May 18, 2026 | May 28, 2026 | $0.35 | $0.35 | Quarterly |
| Feb 13, 2026 | Feb 16, 2026 | Feb 20, 2026 | $0.35 | $0.35 | Quarterly |
| Nov 10, 2025 | Nov 10, 2025 | Nov 19, 2025 | $0.35 | $0.35 | Quarterly |
| Aug 18, 2025 | Aug 18, 2025 | Aug 28, 2025 | $0.35 | $0.35 | Quarterly |
| May 19, 2025 | May 19, 2025 | May 27, 2025 | $0.35 | $0.35 | Quarterly |
| Feb 21, 2025 | Feb 21, 2025 | Feb 28, 2025 | $0.35 | $0.35 | Quarterly |
| Nov 18, 2024 | Nov 18, 2024 | Nov 25, 2024 | $0.35 | $0.35 | Quarterly |
| Aug 16, 2024 | Aug 16, 2024 | Aug 26, 2024 | $0.35 | $0.35 | Quarterly |
| May 13, 2024 | May 14, 2024 | May 21, 2024 | $0.35 | $0.35 | Quarterly |
| Feb 22, 2024 | Feb 23, 2024 | Mar 1, 2024 | $0.35 | $0.35 | Quarterly |
| Nov 20, 2023 | Nov 21, 2023 | Nov 29, 2023 | $0.35 | $0.35 | Quarterly |
| Aug 14, 2023 | Aug 15, 2023 | Aug 23, 2023 | $0.35 | $0.35 | Quarterly |
| May 15, 2023 | May 16, 2023 | May 23, 2023 | $0.35 | $0.35 | Quarterly |
| Feb 21, 2023 | Feb 22, 2023 | Mar 1, 2023 | $0.33 | $0.33 | Quarterly |
| Nov 17, 2022 | Nov 18, 2022 | Nov 25, 2022 | $0.33 | $0.33 | Quarterly |
| Aug 8, 2022 | Aug 9, 2022 | Aug 16, 2022 | $0.33 | $0.33 | Quarterly |
| May 9, 2022 | May 10, 2022 | May 17, 2022 | $0.33 | $0.33 | Quarterly |
| Feb 14, 2022 | Feb 15, 2022 | Feb 23, 2022 | $0.25 | $0.25 | Quarterly |
| Nov 8, 2021 | Nov 9, 2021 | Nov 17, 2021 | $0.25 | $0.25 | Quarterly |
| Aug 9, 2021 | Aug 10, 2021 | Aug 17, 2021 | $0.25 | $0.25 | Quarterly |
| May 10, 2021 | May 11, 2021 | May 19, 2021 | $0.25 | $0.25 | Quarterly |
| Feb 12, 2021 | Feb 16, 2021 | Feb 23, 2021 | $0.25 | $0.25 | Quarterly |
| Nov 9, 2020 | Nov 10, 2020 | Nov 17, 2020 | $0.25 | $0.25 | Quarterly |
| Aug 10, 2020 | Aug 11, 2020 | Aug 18, 2020 | $0.25 | $0.25 | Quarterly |
| May 11, 2020 | May 12, 2020 | May 19, 2020 | $0.25 | $0.25 | Quarterly |
| Feb 14, 2020 | Feb 18, 2020 | Feb 25, 2020 | $0.25 | $0.25 | Quarterly |
| Nov 8, 2019 | Nov 12, 2019 | Nov 19, 2019 | $0.31 | $0.31 | Quarterly |
| Aug 9, 2019 | Aug 12, 2019 | Aug 19, 2019 | $0.43 | $0.43 | Quarterly |
| May 10, 2019 | May 13, 2019 | May 21, 2019 | $0.19 | $0.19 | Quarterly |
| Feb 15, 2019 | Feb 19, 2019 | Feb 26, 2019 | $0.43 | $0.43 | Quarterly |
| Nov 9, 2018 | Nov 13, 2018 | Nov 20, 2018 | $0.42 | $0.42 | Quarterly |
| Aug 10, 2018 | Aug 13, 2018 | Aug 17, 2018 | $0.22 | $0.22 | Quarterly |
| May 10, 2018 | May 11, 2018 | May 17, 2018 | $0.27 | $0.27 | Quarterly |
| Feb 16, 2018 | Feb 20, 2018 | Feb 27, 2018 | $0.33 | $0.33 | Quarterly |
| Nov 9, 2017 | Nov 10, 2017 | Nov 16, 2017 | $0.56 | $0.56 | Quarterly |
| Aug 10, 2017 | Aug 14, 2017 | Aug 21, 2017 | $0.42 | $0.42 | Quarterly |
| May 11, 2017 | May 15, 2017 | May 22, 2017 | $0.10 | $0.10 | Quarterly |
| Feb 16, 2017 | Feb 21, 2017 | Feb 28, 2017 | $0.16 | $0.16 | Quarterly |
| Nov 4, 2016 | Nov 8, 2016 | Nov 16, 2016 | $0.50 | $0.50 | Quarterly |
| Aug 11, 2016 | Aug 15, 2016 | Aug 24, 2016 | $0.63 | $0.63 | Quarterly |
Next Step
Dividend yield means more when it is matched with payout durability, earnings quality, and sector context.