Financial Services
Live Price
Offline$16.47
+1.17% today
1Y Change
-1.44%
Window
Jun 25, 2025 โ Jun 18, 2026
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.
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.
| Quarter | EPS ฮ | 1D | 5D | 20D |
|---|---|---|---|---|
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
Normalized return, excess return, max drawdown, and calendar-year wins against the benchmarks investors actually use.
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
Uses the longest available daily history for CGABL and SPY.
Company Overview
Carlyle Finance LLC 4.625% Senior Notes due 2061
NASDAQ
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.
Valuation, growth, profitability, and balance sheet signals.
Company announcements and filings-style updates.
Next Step
After the overview, the strongest next step is usually chart context or a tighter compare set.