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Upturn stock ratingUpturn stock rating
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Carlyle Group Inc (CG)

Upturn stock ratingUpturn stock rating
$47.07
Last Close (24-hour delay)
Profit since last BUY0.79%
upturn advisory
Strong Buy
BUY since 25 days
  • BUY Advisory
  • SELL Advisory (Profit)​
  • SELL Advisory (Loss)​
  • Profit
  • Loss
  • Pass (Skip investing)
Upturn Stock infoUpturn Stock info Stock price based on last close
*as per simulation
(see disclosures)
Time period over
  • ALL
  • YEAR
  • MONTH
  • WEEK

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

ratingratingratingratingrating

Moderate Performance

These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.

Number of Analysts

rating

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

Analyst’s Price TargetsFor last 52 week
$49.17Target price
Low$32.78
Current$47.07
high$56.69

Analysis of Past Performance

Type Stock
Historic Profit 24.1%
Avg. Invested days 44
Today’s Advisory Strong Buy
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 4.0
Stock Returns Performance Upturn Returns Performance 3.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn 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 -

ai summary icon Upturn AI SWOT

Carlyle Group Inc

stock logo

Company Overview

overview logo 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.

business area logo 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 logo 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

overview logo 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 logo 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

competitor logo 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.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization 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
Full time employees 2300

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