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The Carlyle Group Inc. Stock AnalysisComprehensive stock analysis for The Carlyle Group Inc. (CG) including live price, Snowflake performance metrics, financial statements, and investment research.Stock AnalysisCG
CG
The Carlyle Group Inc.
  • Company Overview
  • FRC Research
  • Financial Data
  • Peer Comparison
  • Ownership & News
CG
Home🔹Stocks🔹The Carlyle Group Inc.

The Carlyle Group Inc.

🇺🇸CG•NASDAQ

The Carlyle Group Inc.

🇺🇸CG•NASDAQ
Market cap
$15.24B
Sentiment

Your view on CG

Mkt Cap
$15.24B
Sentiment
Your view
CG
The Carlyle Group Inc.
  • Company Overview
  • FRC Research
  • Financial Data
  • Peer Comparison
  • Ownership & News
CG
Company Overview

Overview

What the company does, where it operates, and who runs it.

About The Carlyle Group Inc.

Industry
Asset Management
Sector
Financial Services
CEO
Harvey Mitchell Schwartz
Headquarters
US
Industry
Asset Management
Sector
Financial Services
CEO
Harvey Mitchell Schwartz
Headquarters
US
Description

The Carlyle Group Inc. is an investment firm specializing in direct and fund of fund investments.

Within direct investments, it specializes in management-led/ Leveraged buyouts, privatizations, divestitures, strategic minority equity investments, structured credit, global distressed and corporate opportunities, small and middle market, equity private placements, consolidations and buildups, senior debt, mezzanine and leveraged finance, and venture and growth capital financings, seed/startup, early venture, emerging growth, turnaround, mid venture, late venture, PIPES.

The firm invests across four segments which include Corporate Private Equity, Real Assets, Global Market Strategies, and Solutions.

The firm typically invests in industrial, agribusiness, ecological sector, fintech, airports, parking, Plastics, Rubber, diversified natural resources, minerals, farming, aerospace, defense, automotive, consumer, retail, industrial, infrastructure, energy, power, healthcare, software, software enabled services, semiconductors, communications infrastructure, financial technology, utilities, gaming, systems and related supply chain, electronic systems, systems, oil and gas, processing facilities, power generation assets, technology, systems, real estate, financial services, transportation, business services, telecommunications, media, and logistics sectors.

Within the industrial sector, the firm invests in manufacturing, building products, packaging, chemicals, metals and mining, forestry and paper products, and industrial consumables and services.

In consumer and retail sectors, it invests in food and beverage, retail, restaurants, consumer products, domestic consumption, consumer services, personal care products, direct marketing, and education.

Within aerospace, defense, business services, and government services sectors, it seeks to invest in defense electronics, manufacturing and services, government contracting and services, information technology, distribution companies.

In telecommunication and media sectors, it invests in cable TV, directories, publishing, entertainment and content delivery services, wireless infrastructure/services, fixed line networks, satellite services, broadband and Internet, and infrastructure.

Within real estate, the firm invests in office, hotel, industrial, retail, for sale residential, student housing, hospitality, multifamily residential, homebuilding and building products, and senior living sectors. The firm seeks to make investments in growing business including those with overleveraged balance sheets.

The firm seeks to hold its investments for four to six years. In the healthcare sector, it invests in healthcare services, outsourcing services, companies running clinical trials for pharmaceutical companies, managed care, pharmaceuticals, pharmaceutical related services, healthcare IT, medical, products, and devices.

It seeks to invest in companies based in Sub-Saharan focusing on Ghana, Kenya, Mozambique, Botswana, Nigeria, Uganda, West Africa, North Africa and South Africa focusing on Tanzania and Zambia; Asia focusing on Pakistan, India, South East Asia, Indonesia, Philippines, Vietnam, Korea, and Japan; Australia; New Zealand; Europe focusing on France, Italy, Denmark, United Kingdom, Germany, Austria, Belgium, Finland, Iceland, Ireland, Netherlands, Norway, Portugal, Spain, Benelux , Sweden, Switzerland, Hungary, Poland, and Russia; Middle East focusing on Bahrain, Jordan, Kuwait, Lebanon, Oman, Qatar, Saudi Arabia, Turkey, and UAE; North America focusing on United States which further invest in Southeastern United States, Texas, Boston, San Francisco Bay Area and Pacific Northwest; Asia Pacific; Soviet Union, Central-Eastern Europe, and Israel; Nordic region; and South America focusing on Mexico, Argentina, Brazil, Chile, and Peru.

The firm seeks to invest in food, financial, and healthcare industries in Western China. In the real estate sector, the firm seeks to invest in various locations across Europe focusing on France and Central Europe, United States, Asia focusing on China, and Latin America.

It typically invests between $1 million and $50 million for venture investments and between $50 million and $2 billion for buyouts in companies with enterprise value of between $31.57 million and $1000 million and sales value of $10 million and $500 million.

It seeks to invest in companies with market capitalization greater than $50 million and EBITDA between $5 million to $25 million. It prefers to take a majority or a minority stake. It typically holds its investments for three to five years.

Within automotive and transportation sectors, the firm seeks to hold its investments in for four to six years. While investing in Japan, it does not invest in companies with more than 1,000 employees and prefers companies' worth between $100 million and $150 million.

The firm originates, structures, and acts as lead equity investor in the transactions. The Carlyle Group Inc. was founded in 1987 and is based in Washington, District of Columbia with additional offices in 21 countries across 5 continents (North America, South America, Asia, Australia and Europe).

FRC Research

Media

Infographics, videos, and posts covering the company.

Financial Data

Stock Data

Price chart, volume, and trading data.

Fair Value

What FRC thinks it is worth vs. the current price.

FRC's fair value estimate for The Carlyle Group Inc., and the rating behind it. CG last traded at $42.34, 42.1× trailing earnings — the estimate is read against that market price. FRC analysts run the firm's valuation model across the companies on this platform to estimate what each one is worth, rather than republishing a consensus average. Shows the current estimate, our rating, and when it was last revised. A free account covers 7 company valuations a month; a paid subscription is unlimited.

Financial Ratios

Profitability, returns, valuation, and leverage ratios.

Valuation, profitability, liquidity and leverage ratios for The Carlyle Group Inc.. Starting points for The Carlyle Group Inc.: P/E 42.1, EPS $1.02, beta 1.83 — an Asset Management name. P/E, P/B, EV/EBITDA, margins, return on equity, current ratio and debt coverage, each shown against the company's own history.

Dividend Analysis

Yield, payout ratio, and dividend coverage metrics.

Dividend history, yield and payout sustainability for The Carlyle Group Inc.. The Carlyle Group Inc. paid $1.40 per share over the last year — a 3.3% yield at the current $42.34 price. Per-share payments, yield over time, payout ratio and growth streak, with coverage measured against free cash flow.

Earnings Analysis

EPS history, beat rate, and upcoming earnings reports.

Reported vs. expected earnings history for The Carlyle Group Inc.. Trailing twelve-month EPS for The Carlyle Group Inc. stands at $1.02. EPS surprises by quarter, revenue against estimates, and the upcoming reporting date.

Financial Statements

Income statement, balance sheet, and cash flow statements.

Income statement, balance sheet and cash flow history for The Carlyle Group Inc.. The Carlyle Group Inc. has reported as a listed company since 2012. Annual and quarterly filings with period-over-period comparison, so you can trace how revenue, margins and cash generation have moved.

Peer Comparison

Comparables

List of peer companies in the same industry.

The Carlyle Group Inc. valued side by side against its closest peers. The Carlyle Group Inc. is measured against Asset Management peers within the Financial Services sector. Peer-relative multiples and operating metrics, so the valuation is read in the context of its own sector rather than in isolation.

Ownership & News

Institutional Ownership

Premium

Which funds and firms own the stock.

Which institutions hold The Carlyle Group Inc., and how their positions are changing. At a $15.24B market value, institutional positions materially move The Carlyle Group Inc.'s register. Top holders, position sizes, and quarter-over-quarter accumulation or distribution from regulatory filings. Included with FRC Premium.

Insider Trading

Premium

Recent buying and selling by company executives.

Buying and selling by The Carlyle Group Inc. executives and directors. Insider transactions as disclosed to regulators, with role, size and date — the clearest read on how the people running the company are positioned. Included with FRC Premium.

Senate Trading

Premium

U.S. Senator disclosures filed under the STOCK Act.

U.S. Senate disclosures naming The Carlyle Group Inc.. The Carlyle Group Inc. is a $15.24B Financial Services company. Senators' reported transactions in this security, alongside the fundamentals — a signal most research platforms leave out entirely. Included with FRC Premium.

House Trading

Premium

U.S. Representative disclosures filed under the STOCK Act.

U.S. House of Representatives disclosures naming The Carlyle Group Inc.. Representatives' reported transactions in this security, shown next to the company's fundamentals. Included with FRC Premium.

News

Latest headlines and market coverage.

Latest headlines and company announcements for The Carlyle Group Inc.. Coverage tracks The Carlyle Group Inc. within Asset Management (Financial Services). Press releases and market coverage, newest first.

Peer companies

  • APO — Apollo Global Management, Inc.
  • ARES — Ares Management Corporation
  • BAM — Brookfield Asset Management Ltd.
  • BLK — BlackRock, Inc.
  • BX — Blackstone Inc.
  • GBDC — Golub Capital BDC, Inc.
  • HLNE — Hamilton Lane Incorporated
  • KKR — KKR & Co. Inc.

More Asset Management companies

  • FIH-U.TO — Fairfax India Holdings Corporation
  • FNINF — 49 North Resources Inc.
  • FNR.V — 49 North Resources Inc.
  • FPCKX — Future Path 529 JPMorgan BetaBuilders International Equity ETF Portfolio Z
  • FPCRX — Future Path 529 JPMorgan BetaBuilders MSCI US REIT ETF Portfolio Z
  • FRMO — FRMO Corporation
  • FRRPF — Fiera Capital Corporation
  • FRTD — Fortitude Group, Inc.
  • FSK — FS KKR Capital Corp.
  • FSZ.TO — Fiera Capital Corporation
  • GAIN — Gladstone Investment Corporation
  • GAING — Gladstone Investment Corporation 7.125% Notes due 2031

ETFs holding The Carlyle Group Inc.

  • GPZ — VanEck Alternative Asset Manager ETF (4.28%)
  • LBO — WHITEWOLF Publicly Listed Private Equity ETF (4.17%)
  • PSP — Invesco Global Listed Private Equity ETF (2.85%)
  • OAKG — Oakmark Global Large Cap ETF (2.13%)
  • CCFE — Concourse Capital Focused Equity ETF (1.80%)

News

Latest Market News