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The Carlyle Group Inc CG

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Stock XNAS Rating as of
$39.82 −0.57 (1.41%)
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Improved Equity and Credit Market Conditions Should Boost Carlyle's Private Market Activities

Greggory Warren

The Carlyle Group has built a solid position in the alternative-asset management industry. It relies on its reputation, broad product portfolio, investment performance history, and cadre of dedicated professionals to not only raise capital but maintain its standing as a go-to firm for institutional and high-net-worth investors looking for exposure to alternative assets. With $485.5 billion in total assets under management, or AUM, including $334.4 billion in fee-earning AUM, at the end of June 2026, Carlyle is one of the world's largest alternative-asset managers.

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Price vs Fair Value

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CG is trading at a LOCK|#qz!X<p premium.
Price
$39.82
Fair Value
P&z
Uncertainty
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1-Star Price
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5-Star Price
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Economic Moat
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Capital Allocation
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Bulls Say, Bears Say

Bulls

The Carlyle Group, with $334.4 billion in fee-earning AUM at the end of June 2026, 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 Carlyle's funds with limited liquidity and large commitments to other funds, making it difficult for the firm to raise new capital.

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Trading Information

Previous Close Price
$40.39
Day Range
$39.66–41.74
52-Week Range
$38.72–67.30
Bid/Ask
$39.50 / $41.32
Shares Outstanding
356.33M
Market Cap
$14.19B
Volume/Avg
3M / 3M

Key Statistics

Price/Earnings (Normalized)
28.84
Price/Sales
4.13
Dividend Yield (Trailing)
3.52%
Dividend Yield (Forward)
3.52%
Dividend Payment Schedule
Feb, May, Aug, Nov
Total Yield
9.97%

Company Profile

Carlyle Group is one of the world's largest alternative-asset managers, with $485.5 billion in total AUM, including $334.4 billion in fee-earning AUM, at the end of June 2026. The company has three core business segments: global private equity, which includes its private equity, real estate, infrastructure, and natural resources offerings (with $162.7 billion in total AUM and $96.6 billion in fee-earning AUM), global credit ($211.1 billion/$167.6 billion), and investment/fund solutions, known as Carlyle AlphInvest ($111.7 billion/$70.2 billion). The firm primarily serves institutional investors and high-net-worth individuals. Carlyle operates through 29 offices across five continents, serving more than 3,100 active carry fund investors from 87 countries.
Sector
Financial Services
Industry
Asset Management
Stock Style Box
Small Value
Total Number of Employees
2,500
Website
https://www.carlyle.com

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Valuation

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Metric
CG
OWL
ARES
Price/Earnings (Normalized)
 28.849.4329.39
Price/Book Value
 2.723.0710.57
Price/Sales
 4.132.044.34
Price/Cash Flow
 —4.3422.05
Price/Earnings
CG
OWL
ARES

Financial Strength

Metric
CG
OWL
ARES
Quick Ratio
 —1.480.95
Current Ratio
 —1.580.95
Interest Coverage
 —2.962.50
Quick Ratio
CG
OWL
ARES

Profitability

Metric
CG
OWL
ARES
Return on Assets (Normalized)
 1.94%7.70%1.61%
Return on Equity (Normalized)
 9.70%43.59%16.44%
Return on Invested Capital (Normalized)
 —10.66%3.08%
Return on Assets
CG
OWL
ARES

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