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Equity
CG
+0.0 · +0.00%
USD · NASDAQ

Carlyle Group Inc(CG) Stock Analysis | Financial Services

USD --+0.00%
Reward58Moderate
Risk56Medium-High
75%Data
2.9% dividend yield · Revenue down 33% YoY
Dividend King
Market Cap:17.59Bn
ⓘ
Reward Rating
58
Moderate
Reward Assessment
75% data coverage
Top 50% of stocksView factors
ⓘ
Risk Rating
56
Medium-High
Risk Assessment
4 metrics flaggedView details

Educational tool only – Scores are based on historical data and financial metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Educational tool only · More
Limited data coverage
We don't have enough public data on CG to score it reliably yet — Reward, Risk, Forecasts and Dividends tabs aren't available for this stock. The price chart and basic profile are still shown.
OTC / ADR stock — scores and fundamentals use data tagged in USD by our provider. The issuer may report in a different home currency (e.g. JPY), so treat figures as directional rather than precise.
New listing — limited trading history
Fundamental and analyst data are available for CG, but momentum and volatility metrics will develop as more trading history accumulates (0 trading sessions so far).
Not available yet for this stock
The overview tab requires data we don't have for this stock yet. The price chart is the most reliable view we have — try the Chart tab.
Earnings Ex-dividend

Market Performance

Stock returned +10.0% over the past year, broadly in line with market conditions.

Analyst Target

Analyst consensus price target: $58.18.

What is Carlyle Group Inc?

is an investment firm specializing in direct and fund of fund investments.

CG · Verdict

Solid reward · elevated risk

CG stands out on cash flow and profitability, but watch the volatility signal.

Based on 88% data coverage

CG · Verdict

What’s working & what to watch

Strengths 2

  • Cash flow84/100

    42% free-cash-flow margin

  • Profitability73/100

    25% net margin · 8% ROE

Watchouts 1

  • Volatility20/100

    Weak vs peers

Model-based scoring. For information only — not financial advice.

What is 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, recapitalization. The company is listed on the NASDAQ in USA, operating in the Financial Services sector, with a market capitalisation of 17.59B, and a P/E ratio of 51.4x.

Financial Highlights

Investment Breakdown

Growth
Moderate growth momentum — positive trajectory without breakout acceleration.
Profitability
Strong margins and consistent earnings support financial stability.
Risk
Performance tied to macro conditions — sensitive to interest rate cycles.
Valuation
Premium valuation reflects strong growth expectations already priced in.

OpenBook Logo Analysis

Reward: Moderate (58)

The scoring profile indicates moderate reward potential, with profitability and growth as the leading contributors. Risk indicators are elevated — volatility and macro sensitivity warrant consideration.

For informational purposes only. Not financial advice.

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Company Information
SectorFinancial Services
IndustryAsset Management
Market Cap17.59B
P/E Ratio51.4271
Dividend Yield2.92%
Beta1.825
Insider Activity
12M windowQuiet
Fewer than three real open-market insider trades in the last 12 months. Mechanical activity (option exercises, RSU vests) is excluded from the signal.
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