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Upturn AI SWOT - About
CG 
Carlyle Group Inc (CG)
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Upturn Advisory Summary
06/18/2025: CG (3-star) is a STRONG-BUY. BUY since 25 days. Profits (0.79%). Updated daily EoD!
Upturn Star Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Number of Analysts
18 Analysts rated it
These Stocks/ETFs, based on Upturn Advisory, frequently surpass the market, reflecting reliable and trustworthy advice.
Year Target Price $49.17
Year Target Price $49.17
| 4 | Strong Buy |
| 3 | Buy |
| 10 | Hold |
| 0 | Under performing |
| 1 | Sell |
Analysis of Past Performance
Type Stock | Historic Profit 24.1% | Avg. Invested days 44 | Today’s Advisory Strong Buy |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 06/18/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 18.48B USD | Price to earnings Ratio 17.4 | 1Y Target Price 49.46 |
Price to earnings Ratio 17.4 | 1Y Target Price 49.46 | ||
Volume (30-day avg) - | Beta 1.84 | 52 Weeks Range 32.78 - 56.69 | Updated Date 06/29/2025 |
52 Weeks Range 32.78 - 56.69 | Updated Date 06/29/2025 | ||
Dividends yield (FY) 2.74% | Basic EPS (TTM) 2.94 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 21.53% | Operating Margin (TTM) 19.82% |
Management Effectiveness
Return on Assets (TTM) 5.12% | Return on Equity (TTM) 18.98% |
Valuation
Trailing PE 17.4 | Forward PE 13.12 | Enterprise Value 27971815424 | Price to Sales(TTM) 3.67 |
Enterprise Value 27971815424 | Price to Sales(TTM) 3.67 | ||
Enterprise Value to Revenue 8.34 | Enterprise Value to EBITDA 8.6 | Shares Outstanding 361136000 | Shares Floating 261025721 |
Shares Outstanding 361136000 | Shares Floating 261025721 | ||
Percent Insiders 26.35 | Percent Institutions 64.53 |
Analyst Ratings
Rating 3.56 | Target Price 49.17 | Buy 3 | Strong Buy 4 |
Buy 3 | Strong Buy 4 | ||
Hold 10 | Sell 1 | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Carlyle Group Inc
Company Overview
History and Background
Carlyle Group Inc. was founded in 1987. It grew from a small advisory firm into a global investment firm specializing in private equity, credit, and real assets.
Core Business Areas
- Global Private Equity: Invests in buyouts, growth capital, and real estate.
- Global Credit: Provides leveraged loans, direct lending, and distressed debt solutions.
- Investment Solutions: Manages customized investment programs and co-investments.
Leadership and Structure
Harvey M. Schwartz is the CEO. The firm operates with a decentralized structure across various investment teams and geographies.
Top Products and Market Share
Key Offerings
- Buyout Funds: Invests in established companies across diverse sectors. Market share varies depending on the specific fund and region. Competitors include Apollo, KKR, and TPG.
- Credit Funds: Provides debt financing to companies. Market share is highly fragmented within the credit markets. Competitors include Ares Management and Oaktree Capital Management.
- Real Estate Funds: Invests in real estate assets across various property types. Market share depends on the specific fund. Competitors include Blackstone and Brookfield Asset Management.
Market Dynamics
Industry Overview
The alternative asset management industry is experiencing growth driven by demand for higher returns and diversification. Regulatory changes and economic conditions can impact performance.
Positioning
Carlyle Group is a leading global alternative asset manager with a diversified platform. Its size and global reach provide a competitive advantage.
Total Addressable Market (TAM)
The global alternative assets market is estimated to be over $20 trillion. Carlyle is positioned to capture a portion of this through its diverse strategies.
Upturn SWOT Analysis
Strengths
- Strong brand recognition
- Global investment platform
- Diversified investment strategies
- Experienced investment professionals
- Strong fundraising capabilities
Weaknesses
- Dependence on economic conditions
- High management fees
- Reputational risk
- Illiquidity of investments
- Complex organizational structure
Opportunities
- Growing demand for alternative investments
- Expansion into new geographies
- Development of new investment products
- Consolidation within the industry
- Technological advancements
Threats
- Increased competition
- Regulatory changes
- Economic downturns
- Interest rate hikes
- Geopolitical risks
Competitors and Market Share
Key Competitors
- BX
- KKR
- APO
- BN
Competitive Landscape
Carlyle Group competes with other large alternative asset managers on the basis of investment performance, fundraising capabilities, and reputation. It has a strong presence in private equity and credit, but faces intense competition in all segments.
Major Acquisitions
Abingworth Bioventures
- Year: 2022
- Acquisition Price (USD millions): 0
- Strategic Rationale: Acquisition of majority stake in Abingworth, a transatlantic life science investment firm.
Growth Trajectory and Initiatives
Historical Growth: Carlyle Group has experienced significant growth over the years driven by increased AUM and successful investments.
Future Projections: Analyst estimates for future growth vary depending on market conditions and investment performance. Refer to financial news and analysis websites for forecasts.
Recent Initiatives: Recent initiatives include expanding into new investment strategies, increasing focus on sustainable investing, and enhancing technology infrastructure.
Summary
Carlyle Group is a leading global alternative asset manager with a diversified platform, benefitting from strong brand recognition and global reach. However, it faces dependence on economic conditions and intense competition. Expansion into new strategies and focus on sustainability represent key opportunities. Vigilance regarding regulatory changes and economic downturns is crucial for continued success.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company filings
- Financial news websites
- Market research reports
Disclaimers:
This analysis is for informational purposes only and does not constitute investment advice. Market share data is approximate and based on available information.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Carlyle Group Inc
Exchange NASDAQ | Headquaters Washington, DC, United States | ||
IPO Launch date 2012-05-03 | CEO & Director Mr. Harvey Mitchell Schwartz | ||
Sector Financial Services | Industry Asset Management | Full time employees 2300 | Website https://www.carlyle.com |
Full time employees 2300 | Website https://www.carlyle.com | ||
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 i
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