Skip to Content
Morningstar

The Carlyle Group Inc CG

Morningstar Rating
Unlock
Stock XNAS Rating as of
$41.06 +0.48 (1.18%)
View Full Chart
As of Delayed Price Closed
Unlock our analysis with Morningstar Investor
Start Free Trial

Company Report

View Archive

Price vs Fair Value

View History
CG is trading at a 14% discount.
Price
$41.06
Fair Value
$85.00
Uncertainty
High
1-Star Price
$31.60
5-Star Price
$56.60
Economic Moat
Zglwm
Capital Allocation
Mclnfcr

Bulls Say, Bears Say

Bulls

The Carlyle Group, with $307.4 billion in fee-earning AUM at the end of December 2023, is one of the go-to firms for institutional and high-net-worth investors looking for exposure to alternative assets.

Bears

A prolonged downturn in the credit and/or equity markets could leave potential investors in The Carlyle Group's funds with limited liquidity and large commitments to other funds, making it very difficult for the firm to raise new capital.

Show More
Is it the right time to buy, sell, or hold?
Start a free trial of Morningstar Investor to unlock exclusive ratings and continuous analyst coverage to help you decide if CG is a good fit for your portfolio.
Get 7 Days Free

News

View All

Trading Information

Previous Close Price
$40.58
Day Range
$40.71–42.18
52-Week Range
$25.20–48.52
Bid/Ask
$39.75 / $42.29
Market Cap
$14.75 Bil
Volume/Avg
2.8 Mil / 2.4 Mil

Key Statistics

Price/Earnings (Normalized)
31.89
Price/Sales
4.99
Dividend Yield (Trailing)
3.41%
Dividend Yield (Forward)
3.41%
Total Yield
4.79%

Company Profile

The Carlyle Group is one of the world's largest alternative-asset managers, with $426.0 billion in total AUM, including $307.4 billion in fee-earning AUM, at the end of December 2023. The company has three core business segments: private equity, which includes private equity, real estate, infrastructure, and natural resources funds (accounting for 35% of fee-earning AUM and 63% of base management fees during 2023), global credit (50% and 25%) and investment solutions (15% and 12%). The firm primarily serves institutional investors and high-net-worth individuals. Carlyle operates through 29 offices across five continents, serving more than 2,900 active carry fund investors from 88 countries.
Sector
Financial Services
Industry
Asset Management
Stock Style Box
Mid Value
Total Number of Employees
2,200
Website
https://www.carlyle.com

Competitors

Valuation

View More
Metric
CG
BLK
KKR
Price/Earnings (Normalized)
 31.8920.2228.01
Price/Book Value
 2.862.883.93
Price/Sales
 4.996.264.15
Price/Cash Flow
 20.1025.52—
Price/Earnings
CG
BLK
KKR

Financial Strength

Metric
CG
BLK
KKR
Quick Ratio
 —11.711.49
Current Ratio
 —15.461.51
Interest Coverage
 —23.882.08
Quick Ratio
CG
BLK
KKR

Profitability

Metric
CG
BLK
KKR
Return on Assets (Normalized)
 −2.34%4.72%2.40%
Return on Equity (Normalized)
 −8.43%14.85%35.44%
Return on Invested Capital (Normalized)
 —11.29%5.68%
Return on Assets
CG
BLK
KKR
See how this stock stacks up to its competitors with Morningstar Investor
Start Free Trial

Asset Management Industry Comparables

Screen in Investor
Ticker
Name
Morningstar Rating for Stocks
Capital Allocation
Economic Moat
Market Cap
BLK
BlackRock IncSkqbhsbdrVsvf$113.6 Bil
BX
Blackstone IncTrxbnjkPjmbb$88.7 Bil
KKR
KKR & Co Inc Ordinary SharesYhkzvnyrNkhlf$84.1 Bil
BK
Bank of New York Mellon CorpXcycqccnYjpx$42.6 Bil
AMP
Ameriprise Financial IncYnhkwttgwLnwcrs$42.0 Bil
TROW
T. Rowe Price Group IncMhbdyrmxvbZhqwq$24.9 Bil
STT
State Street CorporationYqxmhfhlyZqm$22.4 Bil
NTRS
Northern Trust CorpSgghvsbpwcWwwpk$17.3 Bil
BEN
Franklin Resources IncNxctpgqwzdXsdqrd$12.3 Bil

Sponsor Center