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Financial Services

Carlyle Finance LLC 4.625% Senior Notes due 2061(CGABL)

Live Price

Offline

$16.47

+1.17% today

1Y Change

-1.44%

Window

Jun 25, 2025 โ†’ Jun 18, 2026

Market Cap
$18.52B
Revenue Growth
-11.9%
EPS Growth
-21.1%
Dividend Yield
2.7%

Coverage: 247 bars ยท Jun 25, 2025 โ†’ Jun 18, 2026

Research Briefing

A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.

Decision context

Research Snapshot

Carlyle Finance LLC 4.625% Senior Notes due 2061 (CGABL) is a Financial Services stock with a market cap of $18.52B and listed on NASDAQ. The stock last traded around $16.47 and down 1.4% across the available one-year price window (Jun 25, 2025 โ†’ Jun 18, 2026). Baseline metrics include revenue growth of -11.9%, EPS growth of -21.1%, a dividend yield of 2.7%. What stands out right now is revenue -11.9%, EPS -21.1%, free cash flow -2.2% 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 CGABL 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

Below sector median

-11.9% 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 Feb 27, 2026, but the surprise data is still limited.

The operating picture looks softer than before

Revenue is at -11.9% 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 +1.2% over the next 5 trading days and finished higher after 2 of those reports.

View quarter-by-quarter reaction table
QuarterEPS ฮ”1D5D20D
2026
Feb 27, 2026
โ€”-0.1%-0.2%-2.7%
2023
Sep 30, 2023
โ€”+0.8%+1.9%+6.2%
2023
Jun 30, 2023
โ€”+0.8%+1.9%+6.2%

Benchmark Edge

CGABL vs SPY, QQQ, and Sector ETFs

Normalized return, excess return, max drawdown, and calendar-year wins against the benchmarks investors actually use.

Shared 1Y chart + MAX history table

CGABL

โ€”

Normalized return

SPY

--

S&P 500

Excess Return

--

Relative to SPY

CGABL Max Drawdown

-14.22%

Trailing 1Y

SPY Max Drawdown

โ€”

Trailing 1Y

Benchmark comparison is loading or unavailable right now.

Calendar-Year Returns

Uses the longest available daily history for CGABL and SPY.

Calendar-year return history is still loading or unavailable.
CA

Company Overview

Carlyle Finance LLC 4.625% Senior Notes due 2061

NASDAQ

United States

Carlyle Finance LLC Preferred Stock 4.625% is a preferred equity security offered by Carlyle Finance LLC, a subsidiary of Carlyle Group, one of the world's largest and most diverse global investment firms. This preferred stock is designed to pay a fixed dividend rate of 4.625% annually, offering investors a stable income stream, which takes precedence over common stock dividends. It serves as a capital resource for Carlyle Finance, supporting its various financing activities and expansion strategies. Preferred stocks, like this one, are hybrid financial instruments that blend features of both debt and equity. They are primarily used by investors seeking regular dividends, with inherent priorities over common stockholders in terms of dividend payments and credit claims. This preferred stock impacts sectors and industries in which Carlyle is actively involved, such as private equity, real estate, and global credit. However, unlike debt securities, it usually does not have a fixed maturity date, offering more flexibility to the issuing company. Carlyle Finance LLC Preferred Stock 4.625% plays a significant role in the fixed-income market, providing investors with an option that combines growth potential and income stability.

Region
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
-11.9%
EPS
-21.1%
Free Cash Flow
-2.2%

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

๐Ÿ“… Last reportedFeb 27, 2026
PeriodB/MEPSEPS ฮ”RevenueRev ฮ”
โ€”
Feb 27, 26
0.69
Est โ€”
โ€”
1901100.0B
Est โ€”
โ€”
โ€”
Sep 30, 23
0.22
Est โ€”
โ€”
716600.0B
Est โ€”
โ€”
โ€”
Jun 30, 23
-0.27
Est โ€”
โ€”
462100.0B
Est โ€”
โ€”

Latest News

No news articles available

Official Releases

Company announcements and filings-style updates.

Official
No official releases available

Next Step

Keep the research moving

After the overview, the strongest next step is usually chart context or a tighter compare set.