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CG 
Carlyle Group Inc (CG)
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Upturn Advisory Summary
11/03/2025: CG (3-star) is currently NOT-A-BUY. Pass it for now.
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
Moderately tracked stock, growing coverage, gaining market and investor attention.
1 Year Target Price $67.75
1 Year Target Price $67.75
| 4 | Strong Buy |
| 3 | Buy |
| 10 | Hold |
| 1 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 61.19% | 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 11/03/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 19.29B USD | Price to earnings Ratio 15.59 | 1Y Target Price 67.75 |
Price to earnings Ratio 15.59 | 1Y Target Price 67.75 | ||
Volume (30-day avg) 18 | Beta 1.99 | 52 Weeks Range 32.60 - 69.85 | Updated Date 11/3/2025 |
52 Weeks Range 32.60 - 69.85 | Updated Date 11/3/2025 | ||
Dividends yield (FY) 2.47% | 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 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 15.59 | Forward PE 12.44 | Enterprise Value 28604831744 | Price to Sales(TTM) 6.01 |
Enterprise Value 28604831744 | Price to Sales(TTM) 6.01 | ||
Enterprise Value to Revenue 8.9 | Enterprise Value to EBITDA 8.6 | Shares Outstanding 361704907 | Shares Floating 263632811 |
Shares Outstanding 361704907 | Shares Floating 263632811 | ||
Percent Insiders 25.38 | Percent Institutions 64.17 |
Upturn AI SWOT
Carlyle Group Inc
Company Overview
History and Background
Founded in 1987, Carlyle Group Inc. is a global investment firm focused on private equity, credit, and real assets. It has grown from a small advisory firm to a major player in the alternative asset management industry through strategic acquisitions and fund launches.
Core Business Areas
- Global Private Equity: Invests in management buyouts, growth capital, and strategic minority investments across various industries.
- Global Credit: Manages a broad range of credit strategies, including leveraged loans, high-yield bonds, and distressed debt.
- Investment Solutions: Provides solutions in the real estate sector.
Leadership and Structure
Harvey M. Schwartz serves as the Chief Executive Officer. The organizational structure is based on a global team approach with regional and industry-specific investment professionals.
Top Products and Market Share
Key Offerings
- Private Equity Funds: Carlyle raises and manages private equity funds that invest in various sectors globally. Market share is difficult to precisely quantify but Carlyle is a major player with billions of dollars under management. Competitors include Blackstone, KKR, and Apollo Global Management.
- Revenue: 1000000000
- Credit Funds: Offers credit funds investing in leveraged loans, high-yield bonds, and other credit instruments. Carlyle is a significant player in this market with substantial AUM. Competitors include Ares Management and Oaktree Capital Management.
- Revenue: 500000000
Market Dynamics
Industry Overview
The alternative asset management industry is characterized by high growth potential, increasing investor demand, and intense competition.
Positioning
Carlyle Group Inc. is a leading global alternative asset manager with a strong brand, diversified investment strategies, and extensive global network. Its competitive advantage lies in its size, experience, and investment expertise.
Total Addressable Market (TAM)
The total addressable market for alternative assets is estimated to be in the trillions of dollars. Carlyle Group Inc. is well-positioned to capture a significant share of this market due to its scale, expertise, and global presence.
Upturn SWOT Analysis
Strengths
- Global brand and reputation
- Diversified investment platform
- Experienced investment professionals
- Strong fundraising capabilities
- Extensive global network
Weaknesses
- High management fee model may not be competitive
- Dependency on macroeconomic conditions
- Fundraising risks
- Key person risk
- Reputational risk
Opportunities
- Growing demand for alternative investments
- Expansion into new markets and asset classes
- Strategic acquisitions
- Technological advancements
- Increasing regulatory scrutiny
Threats
- Increased competition
- Economic downturns
- Changes in regulatory environment
- Interest rate hikes
- Geopolitical instability
Competitors and Market Share
Key Competitors
- BX
- KKR
- APO
- ARES
Competitive Landscape
Carlyle Group Inc. competes with other large alternative asset managers based on investment performance, fundraising capabilities, and brand reputation. Carlyle's competitive advantages include its global network, diversified investment platform, and experienced investment professionals.
Major Acquisitions
Abaco Systems
- Year: 2021
- Acquisition Price (USD millions): 1000
- Strategic Rationale: Expansion of Carlyle's industrial portfolio and leverage Abaco's technology platform.
Growth Trajectory and Initiatives
Historical Growth: Carlyle Group Inc's historical growth has been driven by its ability to raise and deploy capital effectively, generate strong investment returns, and expand into new markets.
Future Projections: Future growth is expected to be driven by continued demand for alternative investments, expansion into new asset classes, and strategic acquisitions. Analyst estimates vary depending on market conditions.
Recent Initiatives: Recent initiatives include fundraising for new funds, strategic acquisitions, and investments in technology to improve operational efficiency.
Summary
Carlyle Group Inc. is a major player in the alternative asset management industry, boasting a strong global presence and diversified investment strategies. Its strengths lie in its experienced team and brand, while weaknesses include reliance on market conditions. Future success depends on capitalizing on growth opportunities and mitigating risks like increased competition. The company's performance is sound, but continuous adaptation is crucial.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Company SEC Filings
- Analyst Reports
- Industry Publications
- Company Website
Disclaimers:
This analysis is based on publicly available information and is not financial advice. Market conditions and company performance 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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