The Carlyle Group Inc. (CG)

US — Financial Services Sector
Peers: APO  BX  BAM  ARES  KKR  OWL  HLNE  BLK  TCPC  TPVG  TSLX  GBDC  NMFC 

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Key Metrics & Ratings

  • symbol CG
  • Rev/Share 12.4338
  • Book/Share 17.7631
  • PB 2.5829
  • Debt/Equity 0.0
  • CurrentRatio 4.6987
  • ROIC 0.1887

 

  • MktCap 16568919680.0
  • FreeCF/Share -2.077
  • PFCF -22.1925
  • PE 15.203
  • Debt/Assets 0.0
  • DivYield 0.0305
  • ROE 0.1858

 

  • Rating B-
  • Score 3
  • Recommendation Neutral
  • P/E Score 2
  • DCF Score 1
  • P/B Score 1
  • D/E Score 1

Recent Analyst Ratings

Type Ticker Analyst Firm Previous Rating Current Rating Previous Price Target Current Price Target Date
Upgrade CG TD Cowen Hold Buy -- $56 May 14, 2025
Downgrade CG Oppenheimer Outperform Perform -- -- March 19, 2025
Upgrade CG Wolfe Research Peer Perform Outperform -- $60 Jan. 3, 2025
Initiation CG Wells Fargo -- Equal Weight -- $42 Sept. 12, 2024
Initiation CG Redburn Atlantic -- Buy -- $55 Aug. 27, 2024

News

Carlyle's Jeff Currie: OPEC supply increases have been bearish surprise for the market
CG
Published: May 22, 2025 by: CNBC Television
Sentiment: Negative

Jeff Currie, Carlyle chief strategy officer of energy pathways, joins CNBC's 'Squawk on the Street' to discuss outlooks on energy.

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image for news Carlyle's Jeff Currie: OPEC supply increases have been bearish surprise for the market
bluebird bio shares soar after amended buyout offer from Carlyle, SK Capital
BLUE, CG
Published: May 14, 2025 by: Proactive Investors
Sentiment: Positive

Shares of bluebird bio Inc (NASDAQ:BLUE) surged 50% on Wednesday after the gene therapy developer announced an amended acquisition agreement with private equity firms Carlyle and SK Capital, offering shareholders a higher upfront cash payout. The revised deal includes a $5 per share cash offer, replacing a previous bid that had offered $3 per share upfront and a contingent value right (CVR) of $6.84 per share, payable if certain sales milestones were met.

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image for news bluebird bio shares soar after amended buyout offer from Carlyle, SK Capital
Carlyle Q1 Earnings Top Estimates, Revenues & AUM Increase Y/Y
CG
Published: May 09, 2025 by: Zacks Investment Research
Sentiment: Neutral

CG's first-quarter results reflect increases in revenues and the AUM balance. Expenses also decline year over year.

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image for news Carlyle Q1 Earnings Top Estimates, Revenues & AUM Increase Y/Y
The Carlyle Group, Inc. (CG) Q1 2025 Earnings Call Transcript
CG
Published: May 08, 2025 by: Seeking Alpha
Sentiment: Neutral

The Carlyle Group, Inc. (NASDAQ:CG ) Q1 2025 Earnings Conference Call May 8, 2025 8:30 AM ET Company Participants Daniel Harris - Partner & Head, Public Investor Relations Harvey Schwartz - CEO & Director John Redett - CFO & Head, Corporate Strategy Conference Call Participants Ben Budish - Barclays Alex Blostein - Goldman Sachs Patrick Davitt - Autonomous Research Brian Bedell - Deutsche Bank Brian McKenna - Citizens Ken Worthington - JPMorgan Mike Brown - Wells Fargo Michael Cyprys - Morgan Stanley Bill Katz - TD Cowen Kyle Voigt - KBW Operator Good day, and thank you for standing by. …

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image for news The Carlyle Group, Inc. (CG) Q1 2025 Earnings Call Transcript
Acentra Health Awarded $27.5 Million Contract from California Medicaid to Continue Providing Preadmission Screening and Resident Review (PASRR) Services
CG
Published: April 29, 2025 by: GlobeNewsWire
Sentiment: Neutral

Acentra Health awarded $27.5 million contract from California Medicaid to continue providing mental health preadmission screenings for long-term care.

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image for news Acentra Health Awarded $27.5 Million Contract from California Medicaid to Continue Providing Preadmission Screening and Resident Review (PASRR) Services
The More It Underperforms, The More I Buy
APO, ARCC, BAM, BEP, BEPC, BN, BX, CG, GLD, KKR, MSFT, NVDA, PAX, SLV, VST
Published: April 27, 2025 by: Seeking Alpha
Sentiment: Positive

Three sectors of the market have soared in recent years. However, there are laggards in each of them. I discuss why these underperformers are a golden buying opportunity for investors today.

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image for news The More It Underperforms, The More I Buy
Socially Determined and Acentra Health Partner to Advance Whole Person, Whole Population Healthcare through Enhanced Analytics
CG
Published: April 24, 2025 by: GlobeNewsWire
Sentiment: Neutral

WASHINGTON, April 24, 2025 (GLOBE NEWSWIRE) -- Socially Determined, a social risk analytics and solutions company leading the integration of health and social care, and Acentra Health, a technology and health solutions and services company dedicated to accelerating better outcomes for its government and commercial healthcare clients and the populations they serve, have partnered to deliver the power of data, raw computing, and AI analytics to help state healthcare agencies more accurately predict and target interventions that improve health outcomes for individuals and communities, and reduce program costs. The partnership allows Acentra Health to leverage Socially Determined's nationwide access to …

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image for news Socially Determined and Acentra Health Partner to Advance Whole Person, Whole Population Healthcare through Enhanced Analytics
Carlyle (CG) Surges 11.7%: Is This an Indication of Further Gains?
CG
Published: April 10, 2025 by: Zacks Investment Research
Sentiment: Positive

Carlyle (CG) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock doesn't suggest further strength down the road.

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image for news Carlyle (CG) Surges 11.7%: Is This an Indication of Further Gains?
Carlyle seeks buyers for Colombian oil producer
CG
Published: March 20, 2025 by: Reuters
Sentiment: Neutral

Private equity group Carlyle is seeking a buyer for its Colombian oil producer SierraCol for around $1.5 billion, according to people with knowledge of the matter.

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image for news Carlyle seeks buyers for Colombian oil producer
SoftBank Group to Acquire Ampere Computing
CG, ORCL
Published: March 19, 2025 by: Business Wire
Sentiment: Neutral

TOKYO & SANTA CLARA, Calif.--(BUSINESS WIRE)--SoftBank Group Corp. (TSE: 9984, “SoftBank Group”) today announced that it will acquire Ampere® Computing, a leading independent silicon design company, in an all-cash transaction valued at $6.5 billion. Under the terms of the agreement, Ampere will operate as a wholly owned subsidiary of SoftBank Group and retain its name. As part of the transaction, Ampere's lead investors – Carlyle (NASDAQ: CG) and Oracle Corp. (NYSE: ORCL) – are selling their re.

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image for news SoftBank Group to Acquire Ampere Computing
INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Bluebird Bio, Inc. - BLUE
BLUE, CG
Published: March 19, 2025 by: Accesswire
Sentiment: Neutral

NEW YORK CITY, NY / ACCESS Newswire / March 19, 2025 / Pomerantz LLP is investigating claims on behalf of investors of bluebird bio, inc. ("bluebird" or the "Company") (NASDAQ:BLUE).

Read More
image for news INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Bluebird Bio, Inc. - BLUE
INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of bluebird bio, inc. - BLUE
BLUE, CG
Published: March 17, 2025 by: PRNewsWire
Sentiment: Neutral

NEW YORK , March 17, 2025 /PRNewswire/ -- Pomerantz LLP is investigating claims on behalf of investors of bluebird bio, inc. ("bluebird" or the "Company") (NASDAQ: BLUE).

Read More
image for news INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of bluebird bio, inc. - BLUE
INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of bluebird bio, inc. - BLUE
BLUE, CG
Published: March 13, 2025 by: Accesswire
Sentiment: Neutral

NEW YORK, NY / ACCESS Newswire / March 13, 2025 / Pomerantz LLP is investigating claims on behalf of investors of bluebird bio, inc. ("bluebird" or the "Company") (NASDAQ:BLUE).

Read More
image for news INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of bluebird bio, inc. - BLUE
bluebird bio Investor Alert: Is the Proposed Acquisition of bluebird bio Fair to bluebird bio Investors - Kehoe Law Firm, P.C. Investigating - BLUE
BLUE, CG
Published: March 12, 2025 by: Accesswire
Sentiment: Neutral

PHILADELPHIA, PA / ACCESS Newswire / March 12, 2025 / Kehoe Law Firm, P.C. continues its investigation on behalf of investors of bluebird bio (NASDAQ:BLUE) regarding the adequacy and fairness of the proposed acquisition of bluebird bio by "funds managed by global investment firms Carlyle (NASDAQ: CG) and SK Capital Partners, LP ("SK Capital") in collaboration with a team of highly experienced biotech executives.

Read More
image for news bluebird bio Investor Alert: Is the Proposed Acquisition of bluebird bio Fair to bluebird bio Investors - Kehoe Law Firm, P.C. Investigating - BLUE
INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of bluebird bio, inc. - BLUE
BLUE, CG
Published: March 07, 2025 by: Accesswire
Sentiment: Neutral

NEW YORK, NY / ACCESS Newswire / March 7, 2025 / Pomerantz LLP is investigating claims on behalf of investors of bluebird bio, inc. ("bluebird" or the "Company") (NASDAQ:BLUE).

Read More
image for news INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of bluebird bio, inc. - BLUE
INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of bluebird bio, inc. - BLUE
BLUE, CG
Published: March 03, 2025 by: PRNewsWire
Sentiment: Neutral

NEW YORK , March 3, 2025 /PRNewswire/ -- Pomerantz LLP is investigating claims on behalf of investors of bluebird bio, inc. ("bluebird" or the "Company") (NASDAQ: BLUE).

Read More
image for news INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of bluebird bio, inc. - BLUE
INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of bluebird bio, inc. - BLUE
BLUE, CG
Published: February 24, 2025 by: Accesswire
Sentiment: Neutral

NEW YORK, NY / ACCESS Newswire / February 24, 2025 / Pomerantz LLP is investigating claims on behalf of investors of bluebird bio, inc. ("bluebird" or the "Company") (NASDAQ:BLUE).

Read More
image for news INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of bluebird bio, inc. - BLUE
PAX vs. CG: Which Stock Is the Better Value Option?
CG, PAX
Published: February 24, 2025 by: Zacks Investment Research
Sentiment: Positive

Investors with an interest in Financial - Investment Management stocks have likely encountered both Patria Investments (PAX) and Carlyle Group (CG). But which of these two stocks is more attractive to value investors?

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image for news PAX vs. CG: Which Stock Is the Better Value Option?
NSM Insurance Group Announces Definitive Agreement for New Mountain Capital to Acquire Its U.S. Commercial Insurance Division
CG
Published: February 24, 2025 by: PRNewsWire
Sentiment: Neutral

CONSHOHOCKEN, Pa. , Feb. 24, 2025 /PRNewswire/ -- NSM Insurance Group ("NSM"), a global specialty insurance provider, announced today it has signed a definitive agreement to sell its U.S. commercial insurance division to New Mountain Capital ("New Mountain"), a leading growth-oriented investment firm with over $55 billion in assets under management.

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image for news NSM Insurance Group Announces Definitive Agreement for New Mountain Capital to Acquire Its U.S. Commercial Insurance Division
ALERT: Rowley Law PLLC is Investigating Proposed Acquisition of bluebird bio, Inc.
BLUE, CG
Published: February 21, 2025 by: PRNewsWire
Sentiment: Neutral

NEW YORK , Feb. 21, 2025 /PRNewswire/ -- Rowley Law PLLC is investigating potential securities law violations by bluebird bio, Inc. (NASDAQ: BLUE) and its board of directors concerning the proposed acquisition of the company by Carlyle (NASDAQ: CG) and SK Capital Partners, LP. Stockholders will receive $3.00 and a contingent value right of $6.84 for each share of bluebird bio stock that they hold.

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image for news ALERT: Rowley Law PLLC is Investigating Proposed Acquisition of bluebird bio, Inc.
bluebird bio Stock Alert - Kehoe Law Firm, P.C. Investigating the Fairness and Adequacy of the Proposed Acquisition of bluebird bio by Investment Firms in Collaboration with Biotech Execs
BLUE, CG
Published: February 21, 2025 by: Accesswire
Sentiment: Neutral

PHILADELPHIA, PA / ACCESS Newswire / February 21, 2025 / Kehoe Law Firm, P.C. is investigating potential claims on behalf of investors of bluebird bio (NASDAQ:BLUE) regarding the adequacy and fairness of the proposed acquisition of bluebird bio by "funds managed by global investment firms Carlyle (NASDAQ:CG) and SK Capital Partners, LP ("SK Capital") in collaboration with a team of highly experienced biotech executives.

Read More
image for news bluebird bio Stock Alert - Kehoe Law Firm, P.C. Investigating the Fairness and Adequacy of the Proposed Acquisition of bluebird bio by Investment Firms in Collaboration with Biotech Execs
bluebird bio Announces Definitive Agreement to be Acquired by Carlyle and SK Capital
BLUE, CG
Published: February 21, 2025 by: Business Wire
Sentiment: Neutral

SOMERVILLE, Mass.--(BUSINESS WIRE)--bluebird bio, Inc. (NASDAQ: BLUE) (“bluebird”) today announced that it has entered into a definitive agreement to be acquired by funds managed by global investment firms Carlyle (NASDAQ: CG) and SK Capital Partners, LP (“SK Capital”) in collaboration with a team of highly experienced biotech executives. David Meek, former CEO of Mirati Therapeutics and Ipsen, is expected to become CEO of bluebird upon closing. Carlyle and SK Capital will provide bluebird prim.

Read More
image for news bluebird bio Announces Definitive Agreement to be Acquired by Carlyle and SK Capital
Higher Fee Revenues, Brighter Outlook Boost Mood Of Private Equity's Big 4
APO, BX, CG, KKR
Published: February 21, 2025 by: Seeking Alpha
Sentiment: Positive

Record revenues from management fees and a brighter outlook for M&A in the year ahead helped private equity's Big Four close 2024 on a high note. The average net positivity score for the four largest listed alternative asset managers - Apollo Global Management, Blackstone, The Carlyle, and KKR - rose to its highest level in several years, according to an S&P Global Market Intelligence analysis.

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image for news Higher Fee Revenues, Brighter Outlook Boost Mood Of Private Equity's Big 4
Farmfront Announces Commercial Partnership with BF Group to Supply Irrigation Solutions
CG
Published: February 18, 2025 by: Business Wire
Sentiment: Neutral

MILAN--(BUSINESS WIRE)--Farmfront Group (“Farmfront”), a leading global platform of irrigation providers backed by global investment firm Carlyle (NASDAQ: CG), announces that it has signed a strategic commercial partnership and supply agreement with BF International Best Fields Best Foods Limited (“BFI”), a company of BF S.p.A. group (“BF Group”) to provide irrigation solutions to its subsidiary, BFI. The agreement is intended to support BF Group's international expansion plans and support agro.

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image for news Farmfront Announces Commercial Partnership with BF Group to Supply Irrigation Solutions
The old economy is still very much out of favor right now, says Carlyle's Jeff Currie
CG
Published: February 13, 2025 by: CNBC Television
Sentiment: Negative

Jeff Currie, Carlyle chief strategy officer of energy pathways, joins 'Squawk Box' to discuss impact of President Trump's tariffs on commodities, impact of steel and aluminum tariffs on producer inflation, state of U.S. oil production, and more.

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image for news The old economy is still very much out of favor right now, says Carlyle's Jeff Currie
Carlyle Group enters Indian auto parts industry with Highway-Roop platform buy
CG
Published: February 13, 2025 by: Reuters
Sentiment: Positive

U.S.-based investment firm Carlyle Group has entered India's auto components market by buying a controlling stake in an entity formed by the combination of Indian auto parts companies Highway Industries and Roop Automotives.

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image for news Carlyle Group enters Indian auto parts industry with Highway-Roop platform buy
Carlyle Q4 Earnings Miss Estimates, Revenues & AUM Increase Y/Y
CG
Published: February 12, 2025 by: Zacks Investment Research
Sentiment: Negative

CG's fourth-quarter 2024 results benefit from growth in segment fee revenues. Yet, an increase in expenses acts as a headwind.

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image for news Carlyle Q4 Earnings Miss Estimates, Revenues & AUM Increase Y/Y
The Carlyle Group Inc. (CG) Q4 2024 Earnings Call Transcript
CG
Published: February 11, 2025 by: Seeking Alpha
Sentiment: Neutral

The Carlyle Group Inc. (NASDAQ:CG ) Q4 2024 Earnings Conference Call February 11, 2025 8:30 AM ET Company Participants Daniel Harris - Head of Investor Relations Harvey Schwartz - Chief Executive Officer John Redett - Chief Financial Officer and Head of Corporate Strategy Conference Call Participants Alexander Blostein - Goldman Sachs Brendan O'Brien - Wolfe Research Patrick Davitt - Autonomous Research Brian Bedell - Deutsche Bank Brian McKenna - Citizens JMP Glenn Schorr - Evercore ISI Benjamin Budish - Barclays Daniel Fannon - Jefferies William Katz - TD Cowen Kenneth Worthington - JPMorgan Michael Cyprus - Morgan Stanley Kyle Voigt …

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image for news The Carlyle Group Inc. (CG) Q4 2024 Earnings Call Transcript
Carlyle's slower fee growth draws questions as private-equity firm's stock falls
CG
Published: February 11, 2025 by: Market Watch
Sentiment: Negative

Carlyle Group Inc.'s stock fell 5% on Tuesday after the private-equity firm signaled a slowdown in its fee-related earnings growth in 2025, as it leans on its private-credit arm to increase its profit.

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image for news Carlyle's slower fee growth draws questions as private-equity firm's stock falls

About The Carlyle Group Inc. (CG)

  • IPO Date 2012-05-03
  • Website https://www.carlyle.com
  • Industry Asset Management
  • CEO Mr. Harvey Mitchell Schwartz
  • Employees 2300

The Carlyle Group Inc. is an investment firm specializing in direct and fund of fund investments. Within direct investments, it specializes in management-led/ Leveraged buyouts, privatizations, divestitures, strategic minority equity investments, structured credit, global distressed and corporate opportunities, small and middle market, equity private placements, consolidations and buildups, senior debt, mezzanine and leveraged finance, and venture and growth capital financings, seed/startup, early venture, emerging growth, turnaround, mid venture, late venture, PIPES. The firm invests across four segments which include Corporate Private Equity, Real Assets, Global Market Strategies, and Solutions. The firm typically invests in industrial, agribusiness, ecological sector, fintech, airports, parking, Plastics, Rubber, diversified natural resources, minerals, farming, aerospace, defense, automotive, consumer, retail, industrial, infrastructure, energy, power, healthcare, software, software enabled services, semiconductors, communications infrastructure, financial technology, utilities, gaming, systems and related supply chain, electronic systems, systems, oil and gas, processing facilities, power generation assets, technology, systems, real estate, financial services, transportation, business services, telecommunications, media, and logistics sectors. Within the industrial sector, the firm invests in manufacturing, building products, packaging, chemicals, metals and mining, forestry and paper products, and industrial consumables and services. In consumer and retail sectors, it invests in food and beverage, retail, restaurants, consumer products, domestic consumption, consumer services, personal care products, direct marketing, and education. Within aerospace, defense, business services, and government services sectors, it seeks to invest in defense electronics, manufacturing and services, government contracting and services, information technology, distribution companies. In telecommunication and media sectors, it invests in cable TV, directories, publishing, entertainment and content delivery services, wireless infrastructure/services, fixed line networks, satellite services, broadband and Internet, and infrastructure. Within real estate, the firm invests in office, hotel, industrial, retail, for sale residential, student housing, hospitality, multifamily residential, homebuilding and building products, and senior living sectors. The firm seeks to make investments in growing business including those with overleveraged balance sheets. The firm seeks to hold its investments for four to six years. In the healthcare sector, it invests in healthcare services, outsourcing services, companies running clinical trials for pharmaceutical companies, managed care, pharmaceuticals, pharmaceutical related services, healthcare IT, medical, products, and devices. It seeks to invest in companies based in Sub-Saharan focusing on Ghana, Kenya, Mozambique, Botswana, Nigeria, Uganda, West Africa, North Africa and South Africa focusing on Tanzania and Zambia; Asia focusing on Pakistan, India, South East Asia, Indonesia, Philippines, Vietnam, Korea, and Japan; Australia; New Zealand; Europe focusing on France, Italy, Denmark, United Kingdom, Germany, Austria, Belgium, Finland, Iceland, Ireland, Netherlands, Norway, Portugal, Spain, Benelux , Sweden, Switzerland, Hungary, Poland, and Russia; Middle East focusing on Bahrain, Jordan, Kuwait, Lebanon, Oman, Qatar, Saudi Arabia, Turkey, and UAE; North America focusing on United States which further invest in Southeastern United States, Texas, Boston, San Francisco Bay Area and Pacific Northwest; Asia Pacific; Soviet Union, Central-Eastern Europe, and Israel; Nordic region; and South America focusing on Mexico, Argentina, Brazil, Chile, and Peru. The firm seeks to invest in food, financial, and healthcare industries in Western China. In the real estate sector, the firm seeks to invest in various locations across Europe focusing on France and Central Europe, United States, Asia focusing on China, and Latin America. It typically invests between $1 million and $50 million for venture investments and between $50 million and $2 billion for buyouts in companies with enterprise value of between $31.57 million and $1000 million and sales value of $10 million and $500 million. It seeks to invest in companies with market capitalization greater than $50 million and EBITDA between $5 million to $25 million. It prefers to take a majority or a minority stake. It typically holds its investments for three to five years. Within automotive and transportation sectors, the firm seeks to hold its investments in for four to six years. While investing in Japan, it does not invest in companies with more than 1,000 employees and prefers companies' worth between $100 million and $150 million. The firm originates, structures, and acts as lead equity investor in the transactions. The Carlyle Group Inc. was founded in 1987 and is based in Washington, District of Columbia with additional offices in 21 countries across 5 continents (North America, South America, Asia, Australia and Europe).