
CARLYLE GROUP INC/THE
CGNASDAQTrading Snapshot
- Day Range
- $650.26 β $661.49
- 52-Week Range
- $39.60 β $69.85
- Volume
- $4.37B
- Avg Volume
- $4.85B
- Shares Outstanding
- 360.0M
- Next Earnings
- Oct 23, 2026
Fundamentals Snapshot
- Annual Revenue
- $4.90B
- Last Q Revenue
- $1.15B
- P/E Ratio
- 31.6
- P/S Ratio
- 4.2x
- EPS (TTM)
- $1.46
- Dividend Yield
- 2.93%
Why Investors Own CG
- βHigh-growth profile β revenue up -0.8% YoY with expanding US Equity exposure.
- βHealthy economics β 34% gross margin and 21% free-cash-flow margin.
- βNew products and segments could unlock additional revenue streams.
Execution delays, intensifying competition, and valuation compression if growth decelerates.
Financial Trends
About CARLYLE GROUP INC/THE
The Carlyle Group Inc. is a leading global investment firm that employs both direct investment and fund-of-fund strategies. Its direct investment expertise is extensive, encompassing management-led leveraged buyouts, privatizations, and divestitures, as well as strategic minority equity investments. The firm also allocates capital to structured credit opportunities, global distressed and corporate situations, and small-to-middle market enterprises. Its venture and growth capital activities span the full spectrum, from seed/startup and early-stage funding to emerging growth, turnaround situations, mid-venture, late-venture, and Private Investment in Public Equity (PIPES). Carlyle structures its investments across four primary segments: Corporate Private Equity, Real Assets, Global Market Strategies, and Solutions. Carlyle's investment interests are remarkably broad, covering an extensive array of sectors worldwide. These include major industries like industrials (such as manufacturing, building products, chemicals, and metals), consumer and retail (including food and beverage, consumer products, and services), aerospace and defense, technology (covering software, semiconductors, and communications infrastructure), healthcare (services, pharmaceuticals, and medical devices), energy and power, real estate (from office and hotel properties to residential and specialized segments like student housing and senior living), financial services, transportation, telecommunications, media, business services, agribusiness, fintech, utilities, and gaming. The firm actively seeks out growing businesses, including those with overleveraged balance sheets. Typically, Carlyle aims to hold its investments for four to six years, although some may be held for three to five years, with specific mandates for automotive and transportation sector holdings also falling within the four-to-six-year range. With a significant global footprint, Carlyle actively invests across North America (including specific U.S. regions, Mexico, Argentina, Brazil, Chile, and Peru), Europe (encompassing Western, Central-Eastern, and Nordic regions), Asia (including India, Southeast Asia, Korea, Japan, and China), Australia, New Zealand, the Middle East, and both Sub-Saharan and North Africa. The firm has particular geographic interests, such as focusing on the food, financial, and healthcare industries in Western China, and in Japan, it specifically targets companies valued between $100 million and $150 million, avoiding those with over 1,000 employees. Financially, Carlyle typically commits $1 million to $50 million for venture investments and $50 million to $2 billion for buyouts. It targets companies with an enterprise value between $31.57 million and $1 billion, sales ranging from $10 million to $500 million, a market capitalization exceeding $50 million, and EBITDA between $5 million and $25 million. Carlyle is flexible regarding its ownership stake, often taking either a majority or a minority position, and frequently acts as the lead equity investor, originating and structuring transactions. The Carlyle Group Inc. was founded in 1987 and is headquartered in Washington, D.C. It maintains a robust global presence with additional offices in 21 countries across five continents: North America, South America, Asia, Australia, and Europe.
Otter Score Breakdown
βAnalyst Price Target
βLatest News & Updates
CARLYLE GROUP INC/THE tops quarterly estimates as demand accelerates
Revenue grew double digits with management guiding above consensus; margins continued to expand.
Analysts lift CG price targets on improving margins
Several firms raised targets, citing stronger free cash flow and a healthier backlog.
CARLYLE GROUP INC/THE announces new agreement to expand its footprint
The move broadens the companyβs reach and could add incremental revenue over the next year.