Morningstar

The Carlyle Group Inc CG

Morningstar Rating
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Stock XNAS Rating as of
$43.57 +0.09 (0.21%)
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As of Delayed Price Closed

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Price vs Fair Value

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CG is trading at a 785% premium.
Price
$43.57
Fair Value
$65.00
Uncertainty
High
1-Star Price
$84.12
5-Star Price
$81.00
Economic Moat
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Capital Allocation
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Bulls Say, Bears Say

Bulls

The Carlyle Group, with $336.8 billion in fee-earning AUM at the end of 2025, 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
$43.48
Day Range
$42.98–44.37
52-Week Range
$41.54–69.85
Bid/Ask
$42.00 / $44.33
Shares Outstanding
359.97M
Market Cap
$15.68B
Volume/Avg
3M / 3M

Key Statistics

Price/Earnings (Normalized)
22.80
Price/Sales
3.91
Dividend Yield (Trailing)
3.21%
Dividend Yield (Forward)
3.21%
Total Yield
7.77%

Company Profile

Carlyle Group is one of the world's largest alternative-asset managers, with $476.9 billion in total AUM, including $336.8 billion in fee-earning AUM, at the end of 2025. The company has three core business segments: global private equity, which includes its private equity, real estate, infrastructure, and natural resources offerings (with $163.6 billion in total AUM and $101.4 billion in fee-earning AUM), global credit ($211.3 billion/$169.5 billion), and investment/fund solutions, known as Carlyle AlphInvest ($101.0 billion/$65.9 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
Mid Value
Total Number of Employees
2,500
Website
https://www.carlyle.com

Competitors

Valuation

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Metric
CG
BX
ARES
Price/Earnings (Normalized)
 22.8029.0731.16
Price/Book Value
 2.9016.7811.15
Price/Sales
 3.915.874.75
Price/Cash Flow
 —12.3816.07
Price/Earnings
CG
BX
ARES

Financial Strength

Metric
CG
BX
ARES
Quick Ratio
 ——0.98
Current Ratio
 ——0.98
Interest Coverage
 ——2.18
Quick Ratio
CG
BX
ARES

Profitability

Metric
CG
BX
ARES
Return on Assets (Normalized)
 2.38%13.07%1.59%
Return on Equity (Normalized)
 11.41%72.99%15.43%
Return on Invested Capital (Normalized)
 ——2.82%
Return on Assets
CG
BX
ARES

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