Carlyle Group Inc (CG) is a leading global investment firm specializing in private equity and alternative asset management, recognized for its innovative investment strategies across multiple sectors. With a robust footprint in North America, Europe, and Asia, Carlyle utilizes its extensive market knowledge and deep industry connections to generate superior returns for institutional investors. The firm's disciplined investment approach and dedication to value creation have established it as a premier partner for institutions seeking resilient and diversified opportunities within the alternative investment landscape.
| Revenue (TTM) | $2.80B |
| Gross Profit (TTM) | $2.75B |
| EBITDA | $1.25B |
| Operating Margin | 26.90% |
| Return on Equity | 7.77% |
| Return on Assets | 2.03% |
| Revenue/Share (TTM) | $7.79 |
| Book Value | $14.83 |
| Price-to-Book | 2.71 |
| Price-to-Sales (TTM) | 5.02 |
| EV/Revenue | 10.26 |
| EV/EBITDA | 9.05 |
| Quarterly Earnings Growth (YoY) | -57.50% |
| Quarterly Revenue Growth (YoY) | -32.90% |
| Shares Outstanding | $356.33M |
| Float | $258.61M |
| % Insiders | 26.42% |
| % Institutions | 65.05% |
Volatility is currently contracting
Get a jump start on the US trading day with Dani Burger and Isabelle Lee on "Bloomberg Open Interest." Dani Burger is at Carlyle's Global Investor Conference, talking defense tech, AI and the outlook for credit with Ian Fujiyama, Jason Thomas and Alex Chi.
Carlyle Group shares have underperformed peers yet offer an asymmetric value opportunity with limited downside risk. CG expects 15% annual growth in fee-related earnings and distributable earnings, supported by durable, recurring income streams and a strong balance sheet. Alpinvest, nearly 25% of CG's AUM, benefits from both current monetization challenges and long-term private asset growth, positioning CG advantageously.
Carlyle CEO Harvey Schwartz sees the US economy “doing quite well,” despite uncertainty and inflation, and says the US is at a period where the Federal Reserve will continue to watch the data. Schwartz also discusses the firm's partnership with MIT and his view on growth concerns related to artificial intelligence,.
Global investment firm Carlyle is expanding its reach in Canada through the acquisition of the privately owned Canadian oil and gas company Parallax.
Category Leader Launches Autonomous AI Development Platform to Bring Compounding and Iterative Agentic Capabilities to Supply Chain, Readiness, and Trade Management WASHINGTON, Sept. 10, 2026 /PRNewswire/ -- Exiger, a market-leading supply chain AI company, in partnership with investors Carlyle, Insight Partners, and JMI Equity, today announced its complete AI transformation with the AI-native 1Exiger release, a significant upgrade to the 1Exiger tech stack that is designed to allow customers to harness the agility of AI for supply chain, procurement, and compliance tasks.
The Carlyle Group Inc. CG is expanding its wealth-management business to support fee revenue growth. The company's segment fee revenues expanded at a 5.7% compound annual growth rate (CAGR) during 2022-2025 and continued to increase in the first half of 2026.
Carlyle (CG) reported earnings 30 days ago. What's next for the stock?
Investors with an interest in Financial - Investment Management stocks have likely encountered both Invesco (IVZ) and Carlyle Group (CG). But which of these two stocks presents investors with the better value opportunity right now?
The funding round, which also includes JPMorgan Chase and Andreessen Horowitz, values the hypersonic munitions maker at $13 billion.
Investors with an interest in Financial - Investment Management stocks have likely encountered both Invesco (IVZ) and Carlyle Group (CG). But which of these two stocks offers value investors a better bang for their buck right now?
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