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Upturn AI SWOT - About
CG 
Carlyle Group Inc (CG)
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Upturn Advisory Summary
12/01/2025: CG (4-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Above Average Performance
These Stocks/ETFs, based on Upturn Advisory, frequently surpass the market, reflecting reliable and trustworthy advice.
Number of Analysts
18 Analysts rated it
Moderately tracked stock, growing coverage, gaining market and investor attention.
1 Year Target Price $65
1 Year Target Price $65
| 4 | Strong Buy |
| 3 | Buy |
| 10 | Hold |
| 1 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 61.21% | Avg. Invested days 56 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 12/01/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 19.72B USD | Price to earnings Ratio 30.63 | 1Y Target Price 65 |
Price to earnings Ratio 30.63 | 1Y Target Price 65 | ||
Volume (30-day avg) 18 | Beta 2.06 | 52 Weeks Range 32.38 - 69.38 | Updated Date 12/1/2025 |
52 Weeks Range 32.38 - 69.38 | Updated Date 12/1/2025 | ||
Dividends yield (FY) 2.62% | Basic EPS (TTM) 1.78 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date 2025-11-06 | When After Market | Estimate 1.02 | Actual 0.96 |
Profitability
Profit Margin 20.62% | Operating Margin (TTM) -29.78% |
Management Effectiveness
Return on Assets (TTM) 3.33% | Return on Equity (TTM) 12.54% |
Valuation
Trailing PE 30.63 | Forward PE 10.95 | Enterprise Value 30282983424 | Price to Sales(TTM) 6.15 |
Enterprise Value 30282983424 | Price to Sales(TTM) 6.15 | ||
Enterprise Value to Revenue 10.81 | Enterprise Value to EBITDA 8.6 | Shares Outstanding 360410486 | Shares Floating 263496106 |
Shares Outstanding 360410486 | Shares Floating 263496106 | ||
Percent Insiders 25.48 | Percent Institutions 65.93 |
Upturn AI SWOT
Carlyle Group Inc
Company Overview
History and Background
Carlyle Group Inc. was founded in 1987 by William E. Conway Jr., Daniel A. D'Aniello, and David Rubenstein. Initially focused on defense industry investments, it expanded into diverse sectors like aerospace, consumer, energy, and healthcare. It went public in 2012.
Core Business Areas
- Global Private Equity: Invests in buyouts, growth capital, and strategic investments across various industries.
- Global Credit: Provides direct lending, distressed debt, and structured credit solutions.
- Investment Solutions: Offers investment management services to institutional investors.
- Real Assets: Invests in real estate, infrastructure, and natural resources.
Leadership and Structure
Harvey M. Schwartz serves as the Chief Executive Officer. The firm operates under a partnership structure with a board of directors and various investment teams focused on specific sectors and strategies.
Top Products and Market Share
Key Offerings
- Private Equity Funds: Funds that invest in private companies, aiming for long-term capital appreciation. Market share is difficult to pinpoint precisely, but Carlyle is a top player in the industry. Competitors include Blackstone, KKR, and Apollo.
- Credit Funds: Funds that provide debt financing to companies. Carlyle manages various credit funds with different risk profiles. Competitors include Ares Management and Oaktree Capital.
- Real Estate Funds: Funds that invest in real estate assets. Competitors include Brookfield Asset Management and Starwood Capital Group.
Market Dynamics
Industry Overview
The alternative asset management industry is experiencing growth driven by institutional investors seeking higher returns in a low-interest-rate environment. Increased regulatory scrutiny and competition are also factors.
Positioning
Carlyle Group Inc. is a leading global alternative asset manager with a diversified investment platform. Its competitive advantages include its global reach, deep industry expertise, and strong track record.
Total Addressable Market (TAM)
The alternative asset management market is estimated to be in the trillions of dollars. Carlyle is positioned to capture a significant portion of this TAM through its diversified investment strategies and global presence.
Upturn SWOT Analysis
Strengths
- Strong brand reputation
- Global network and reach
- Diversified investment platform
- Experienced investment professionals
- Significant assets under management (AUM)
Weaknesses
- Performance is dependent on market conditions
- High management fees
- Complexity of investment strategies
- Potential for conflicts of interest
- Key-person risk
Opportunities
- Growing demand for alternative investments
- Expansion into new markets and asset classes
- Technological advancements
- Strategic acquisitions
- Increasing institutional investor allocations
Threats
- Economic downturns
- Increased competition
- Regulatory changes
- Geopolitical risks
- Rising interest rates
Competitors and Market Share
Key Competitors
- BX
- KKR
- APO
- ARES
- TPG
Competitive Landscape
Carlyle faces intense competition from other large alternative asset managers. Key competitive factors include investment performance, fundraising capabilities, and industry expertise.
Major Acquisitions
ManTech International
- Year: 2022
- Acquisition Price (USD millions): 4200
- Strategic Rationale: Expanded Carlyle's government services and defense capabilities.
Growth Trajectory and Initiatives
Historical Growth: Carlyle Group Inc.'s growth has been driven by its ability to attract capital, deploy it effectively, and generate strong returns for its investors.
Future Projections: Analyst projections for Carlyle Group Inc.'s future growth vary depending on market conditions and the company's performance. Refer to financial analysis websites for analyst estimates.
Recent Initiatives: Recent initiatives may include new fund launches, strategic acquisitions, and expansion into new markets.
Summary
Carlyle Group is a well-established alternative asset manager with a global presence and a diversified investment platform. Its strengths include a strong brand, experienced professionals, and significant AUM. However, its performance is subject to market risks and competition. To maintain its competitive edge, it needs to capitalize on growth opportunities and manage potential threats.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Company filings, investor presentations, financial news sources, market research reports
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Market share data is based on estimates and may not be precise. Financial data and projections are subject to change.
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 2400 | Website https://www.carlyle.com |
Full time employees 2400 | 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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