Stock Research: The Carlyle Group

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The Carlyle Group

NasdaqGS:CG US14316J1088
54
  • Value
    52
  • Growth
    89
  • Safety
    Safety
    59
  • Combined
    87
  • Sentiment
    13
  • 360° View
    360° View
    54
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Company Description

The Carlyle Group Inc. is a global investment company operating in private equity, credit, and investment solutions. It advises buyout, middle market, growth capital funds, real estate funds, and infrastructure and natural resources funds. It operates globally. In the last fiscal year, the company had a market cap of $21,014 million, profits of $3,378 million, and revenue of $5,426 million with 2300 employees.

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Analysis

ANALYSIS: With an Obermatt 360° View of 54 (better than 54% compared with alternatives), overall professional sentiment and financial characteristics for the stock The Carlyle Group are above average. The 360° View is based on consolidating four consolidated indicators, with three out of four indicators above average for The Carlyle Group. The consolidated Value Rank has an attractive rank of 59, which means that the share price of The Carlyle Group is on the lower side compared with the typical size in indicators such as revenues, profits, and invested capital. This means the stock price is lower than for 59% of alternative stocks in the same industry. The consolidated Growth Rank has a good rank of 89, which means that the company experiences above-average growth momentum when looking at financial metrics such as revenue, profit, and invested capital growth, as well as stock returns. The company is also safely financed with a Safety Rank of 52. But the professional market sentiment is below average compared with other stock investment alternatives with a Sentiment Rank of only 13. Professional investors are more confident in 87% other stocks. ...read more

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Index
Dividends USA
SDG 12
SDG 13
SDG 7
SDG 9
NASDAQ
The higher the 360° View, the better the stock performed against its peers, considering all metrics. The 360° View represents an average of the other 5 ranks and is then scaled to a rank from 1 to 100. The shaded values are illustrative only.
Last update: 13-Nov-2025.

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The higher, the better. For every stock, we judge its performance against its peers and rank it on a scale of 1 to 100. These ranks are percentiles: a rank of 75 means the company outperforms 75% of its peers in that specific area. The higher the rank, the better the stock stacks up against its peers.

Detailed and Historical Ranks

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Metrics Current 2024 2023 2022
Value
59 57 56 48
Growth
89 63 87 93
Safety
Safety
52 52 22 45
Sentiment
13 11 27 32
360° View
360° View
54 30 34 58
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Metrics Current 2024 2023 2022
Analyst Opinions
45 43 51 81
Opinions Change
10 6 69 50
Pro Holdings
n/a 8 8 8
Market Pulse
32 72 22 26
Sentiment
13 11 27 32
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Metrics Current 2024 2023 2022
Value
59 57 56 48
Growth
89 63 87 93
Safety Safety
52 52 22 45
Combined
87 78 51 76
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Metrics Current 2024 2023 2022
Price vs. Sales (P/S)
69 67 74 62
Price vs. Earnings (P/E)
37 41 42 34
Price vs. Book (P/B)
52 42 27 25
Dividend Yield
67 63 71 83
Value
59 57 56 48
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Metrics Current 2024 2023 2022
Revenue Growth
92 72 96 8
Profit Growth
46 65 10 98
Capital Growth
63 70 86 83
Stock Returns
67 31 85 90
Growth
89 63 87 93
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Metrics Current 2024 2023 2022
Leverage
26 32 29 23
Refinancing
67 69 57 50
Liquidity
37 50 16 71
Safety Safety
52 52 22 45

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