The Carlyle Group Inc. (CG) is a publicly traded company in the Financial Services — Asset Management industry listed on NASDAQ. This overview shows the latest price, key valuation ratios, profitability metrics and financial-health indicators used by fundamental investors.
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.
Is The Carlyle Group Inc. stock overvalued or undervalued in 2026?
The Carlyle Group Inc. (CG) trades at 41.7× earnings (P/E), against a median of 13.0× across the 324 financial services companies above $2bn in Kaplio's universe. Note: earnings per share over the last twelve months ($0.96) are far from the consensus for 2027 ($4.99); that is why this range uses expected earnings. No valuation verdict: its last-twelve-month earnings are distorted, so its P/E is no use for comparing it.
Kaplio overview: The Carlyle Group Inc.
Market cap $14B · 52 weeks $36 – $66 (38 % below the high) · P/E 41.7× · 2027 expected P/E 8.1× · Dividend 3.3 % · 4 years rising · Next earnings November 4, 2026 · expected EPS $0.97 · Closing price, Oct 30 · accounts published Aug 4.
- Valuation: P/E 41.9× (no verdict).
- Business: ROE 6.1 % (weak).
- Balance sheet: Debt/Equity 1.98 (fragile).
- Earnings: 5 of 8 (uneven).
What would it be worth at its usual multiples?
No valuation verdict: its last-twelve-month earnings are distorted, so its P/E is no use for comparing it.
Note: earnings per share over the last twelve months ($0.96) are far from the consensus for 2027 ($4.99); that is why this range uses expected earnings.
What matters in financial services: 2 of 5 pass
- Operating margin 26.2 %, fails.
- ROE 6.1 %, fails.
- Debt / Equity 1.98, fails.
- P/E vs own 5y 41.7×, info.
- 5y revenue growth 17.5 %, passes.
- FCF / Net Income 168.6 %, passes.
Against its peers (reference peers) — The Carlyle Group Inc.: P/E 41.8×; EV/EBITDA 27.9×; ROIC 2.8 %; $14.3B. Blue Owl Capital Inc. (P/E 74.1×; EV/EBITDA 21.5×; ROIC 5.7 %; $16.1B), TPG Inc. (P/E 43.2×; EV/EBITDA 20.3×; ROIC 19.7 %; $17.9B), Ares Management Corporation (P/E 84.3×; EV/EBITDA 26.1×; ROIC 4.6 %; $42.1B).
Dividend
tight · Yield 3.3 % ($1.40 per share in 2025) · Years raising it 4 · 5-year growth +7 % a year · Free cash flow coverage 0.4× · With $1,000 invested today you'd collect $33.10 a year ($2.76 a month).
Profitability
| Return on Equity | 6.07% |
| Return on Invested Capital | 2.84% |
| Return on Assets | 1.29% |
| Gross Margin | 70.67% |
| Operating Margin | 19.11% |
| Net Margin | 9.18% |
Financial Health
| Debt / Equity | 1.98 |
| Current Ratio | 0.61 |
| Piotroski F-Score | 5 |
| Altman Z-Score | 1.09 |
Price Performance
| 1 month | -0.52% |
| 3 months | -12.69% |
| Year-to-date | -32.03% |
| 1 year | -24.64% |
| 3 years | +45.79% |
| 5 years | -27.51% |
| 10 years | +166.98% |
Dividend History
Paid in the last 12 months: $1.4000 per share in 4 payments.
| Date | Amount |
|---|---|
| 2026-08-17 | $0.3500 |
| 2026-05-18 | $0.3500 |
| 2026-02-13 | $0.3500 |
| 2025-11-10 | $0.3500 |
| 2025-08-18 | $0.3500 |
| 2025-05-19 | $0.3500 |
| 2025-02-21 | $0.3500 |
| 2024-11-18 | $0.3500 |
| 2024-08-16 | $0.3500 |
| 2024-05-13 | $0.3500 |
Amounts adjusted for stock splits.
Related companies: TPG · BX · BN · KKR · BAM · APO · ARES · OWL
Explore sector: Financial Services · Asset Management
More sections of CG: Financials · Valuation · Statistics · Estimates · Technical · Ownership · News · Events
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