Valuation dashboard for The Carlyle Group Inc. (CG) with P/E 41.75, P/B 1.99, EV/EBITDA 27.7 and dividend yield 3.48%. DCF, Graham Number, EPS growth, peer multiples and dividend discount models plus sector comparison against other Financial Services companies.
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.
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.
Analysis Summary
The Carlyle Group Inc. reported revenue of $4.90B in the most recent fiscal year, growing at a 5-year CAGR of 18.1%. Net income reached $808.7M, with a 18.4% 5-year CAGR.
Trailing-twelve-month margins: gross margin 70.7%, operating margin 19.1%, net margin 9.2%.
At $40.18 (closing price, October 30, 2026), CG trades at a P/E of 41.75 and an ROE of 6.07%. Market capitalisation stands at $14.3B, placing it among large-cap names.
Balance sheet quality for CG: debt-to-equity ratio of 1.98, current ratio of 0.61 over the last 12 months. A debt-to-equity below 1.0 typically signals conservative capital structure, while a current ratio above 1.5 indicates comfortable short-term liquidity.
Valuation Ratios
| P/E Ratio | 41.75 |
| Price / Book | 1.99 |
| EV / EBITDA | 27.7 |
| Dividend Yield | 3.48% |
Peer Comparison
| Symbol | Company | Market Cap | P/E | P/B | ROE |
|---|---|---|---|---|---|
| CG | The Carlyle Group Inc. | $14.3B | 41.75 | 1.99 | 6.1% |
| TPG | TPG Inc. | $17.9B | 43.22 | 5.91 | 21.9% |
| BX | Blackstone Inc. | $136.4B | 26.16 | 10.72 | 40.8% |
| BN | Brookfield Corporation | $87.7B | 70.43 | 2.00 | 3.0% |
| KKR | KKR & Co. Inc. | $84.7B | 29.68 | 2.72 | 10.3% |
| BAM | Brookfield Asset Management Ltd. | $77.1B | 28.06 | 10.40 | 34.3% |
| APO | Apollo Global Management, Inc. | $68.4B | 25.91 | 3.26 | 8.6% |
| ARES | Ares Management Corporation | $42.1B | 84.31 | 7.35 | 10.3% |
Price
| Price | $40.18 (closing price, October 30, 2026) |
| Market Cap | $14.3B |
| Exchange | NASDAQ |
| Country | US |
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% |
Related companies: TPG · BX · BN · KKR · BAM · APO · ARES · OWL
Explore sector: Financial Services · Asset Management
More sections of CG: Overview · Financials · Statistics · Estimates · Technical · Ownership · News · Events
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