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Upturn AI SWOT - About
CG 
Carlyle Group Inc (CG)
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Upturn Advisory Summary
09/12/2025: CG (5-star) is a STRONG-BUY. BUY since 84 days. Simulated Profits (43.38%). Updated daily EoD!
Upturn Star Rating
Outstanding Performance
These Stocks/ETFs, based on Upturn Advisory, have historically outperformed the market, making them a top-tier choice for investors.
Number of Analysts
18 Analysts rated it
Moderately tracked stock, growing coverage, gaining market and investor attention.
1 Year Target Price $68.08
1 Year Target Price $68.08
| 4 | Strong Buy |
| 3 | Buy |
| 10 | Hold |
| 1 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 76.62% | Avg. Invested days 54 | Today’s Advisory Strong Buy |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  4.0 |
| Profits based on simulation | Last Close 09/12/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 24.09B USD | Price to earnings Ratio 19.47 | 1Y Target Price 68.08 |
Price to earnings Ratio 19.47 | 1Y Target Price 68.08 | ||
Volume (30-day avg) 18 | Beta 2 | 52 Weeks Range 32.60 - 68.20 | Updated Date 09/14/2025 |
52 Weeks Range 32.60 - 68.20 | Updated Date 09/14/2025 | ||
Dividends yield (FY) 2.08% | Basic EPS (TTM) 3.42 |
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 - | When - | Estimate - | Actual - |
Profitability
Profit Margin 22.74% | Operating Margin (TTM) 28.65% |
Management Effectiveness
Return on Assets (TTM) 5.62% | Return on Equity (TTM) 21.37% |
Valuation
Trailing PE 19.47 | Forward PE 13.42 | Enterprise Value 33912846336 | Price to Sales(TTM) 4.36 |
Enterprise Value 33912846336 | Price to Sales(TTM) 4.36 | ||
Enterprise Value to Revenue 9.38 | Enterprise Value to EBITDA 8.6 | Shares Outstanding 361704992 | Shares Floating 264807779 |
Shares Outstanding 361704992 | Shares Floating 264807779 | ||
Percent Insiders 25.38 | Percent Institutions 64.09 |
Upturn AI SWOT
Carlyle Group Inc
Company Overview
History and Background
Carlyle Group Inc. was founded in 1987 by William Conway Jr., Daniel A. D'Aniello, and Stephen M. Rubenstein. Initially focused on defense industry investments, Carlyle expanded into diverse sectors like consumer, energy, and financial services. It went public in 2012.
Core Business Areas
- Global Private Equity: Invests in companies across various industries and geographies, seeking to improve operations and increase value.
- Global Credit: Provides financing solutions, including loans, structured credit, and direct lending, to companies and projects.
- Investment Solutions: Offers investment management services to institutions and high-net-worth individuals, including fund of funds and customized solutions.
- Real Assets: Invests in real estate, infrastructure, and natural resources globally.
Leadership and Structure
Harvey M. Schwartz is the current CEO. The organizational structure is divided into business segments, each with its own leadership team, overseen by the executive management committee and the board of directors.
Top Products and Market Share
Key Offerings
- Global Credit Funds: Carlyle is a major player in global credit. They provide financing to companies and projects. Market share is fragmented. Competitors include Ares, Blackstone, and Oaktree.
- Private Equity Funds: Carlyle's flagship product. They are one of the world's largest private equity investors. Market share is difficult to define precisely due to the diverse nature of the industry. Competitors include Apollo, KKR, Blackstone, and TPG.
- Real Estate Funds: Carlyle has raised $60 billion for private property investments. Competitors include Blackstone, Brookfield and Starwood
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. This has led to an influx of capital and increased competition.
Positioning
Carlyle Group is one of the largest and most established alternative asset managers globally, with a diversified investment platform and strong brand reputation. Its size and global reach provide competitive advantages.
Total Addressable Market (TAM)
The global alternative asset management market is estimated to be worth trillions of dollars. Carlyle is well-positioned to capture a significant share of this market due to its scale and brand recognition.
Upturn SWOT Analysis
Strengths
- Global scale and reach
- Diversified investment platform
- Experienced investment professionals
- Strong brand reputation
- Significant assets under management
Weaknesses
- High management fees relative to market returns
- Dependence on macroeconomic conditions
- Complexity of investment strategies
- Potential for reputational damage from investment failures
- Lack of fund liquidity
Opportunities
- Growing demand for alternative investments
- Expansion into new geographies and asset classes
- Technological advancements to improve efficiency
- Increasing regulatory scrutiny, which may favor larger, more established firms
- Fund liquidations that lead to more cash on hand for investing
Threats
- Increased competition from other alternative asset managers
- Economic downturns and market volatility
- Changes in regulations and tax laws
- Rising interest rates
- Geopolitical risks
Competitors and Market Share
Key Competitors
- Blackstone (BX)
- Apollo Global Management (APO)
- KKR & Co. Inc. (KKR)
- Ares Management Corporation (ARES)
- Brookfield Asset Management (BAM)
Competitive Landscape
Carlyle competes with other large alternative asset managers for capital and investment opportunities. Key competitive factors include investment performance, fundraising capabilities, and brand reputation. Carlyle has an advantage in terms of global reach and diversification, but faces pressure from rivals with specific sector expertise.
Major Acquisitions
iStar Inc's net lease business
- Year: 2021
- Acquisition Price (USD millions): 3070
- Strategic Rationale: The acquisition aimed to expand Carlyle's real estate portfolio with high-quality net lease assets, generating stable cash flow and diversifying their holdings.
Growth Trajectory and Initiatives
Historical Growth: Discuss Carlyle Group Inc's growth trends over the past years.
Future Projections: Provide projections for Carlyle Group Inc's future growth based on analyst estimates.
Recent Initiatives: Highlight recent strategic initiatives undertaken by Carlyle Group Inc.
Summary
Carlyle Group is a leading global alternative asset manager with a strong brand and diversified investment platform. Its global reach and experienced team provide competitive advantages, but it faces challenges from economic volatility and increased competition. Successfully navigating regulatory changes and improving fund liquidity will be crucial for its future success. Recent initiatives have been positive signals, and they are well-positioned to capitalize on opportunities.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Filings (SEC)
- Analyst Reports
- Industry Publications
- Press Releases
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Investment decisions should be made based on your own research and consultation with a qualified financial advisor.
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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