Stocktoria

Carlyle Group Inc. CG

Nasdaq · stock · Investment Advice · website · IPO 2012-05-03

Carlyle Group Inc. (CG) earns a Piotroski F-score of 1/9 (weak financial health). It pays a dividend yielding 3.39% (safety: stretched). FY2025 revenue was $4.8B at a 16.9% net margin.

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32/100
Stocktoria Quality Score · grade D
1/9
Piotroski F — financial health
Altman Z″ — distress risk
2.7%
Dividend yield 5y avg · stretched · Dividend payout 62.5%

Quality score trend · recomputed for each fiscal year

Piotroski F /9
1 1 1 4 2 5 1 3 3 1 2018201820182019202020212022202320242025

Each year's score is computed from that year's filing — a rising Piotroski F or Altman Z″ means improving financial health, a fall is worth a look.

$48.27 as of 2026-08-01 · -25.2% 1y
$42.11$64.5652-wk
Market cap USD$14.9B
P / E18.4×
Dividend yield 5y avg2.7%
Net margin 5y avg15.3%
Return on equity 5y avg17.4%
Beta1.82
Employees2,500

Analyst price target

$58.06 +20.3% vs last
consensus: buy · 17 analysts
target range $49.00 – $73.00 · median $57.00
2 strong buy · 6 buy · 9 hold · 1 strong sell
Recent analyst actions
DateFirmRating
2026-08-06UBSBuy (main)
2026-08-06Evercore ISI GroupIn-Line (main)
2026-08-06BarclaysOverweight (main)
2026-08-06Keefe, Bruyette & WoodsMarket Perform (main)
2026-08-06CitizensMarket Outperform (main)
2026-07-13Evercore ISI GroupIn-Line (main)

Wall Street analyst consensus — a sentiment gauge, not our scoring.

Forward estimates · earnings calendar →

Forward EPS est.$5.11
Forward P / E9.4×
Next ex-dividend2026-08-17

Consensus analyst estimates and scheduled dates — forward-looking, may change.

Revenue trend · last 8y · up

How it ranks in Finance, Insurance & Real Estate · percentile among 1129 companies

Piotroski Fstronger than 2%
Net marginstronger than 60%
Return on equitystronger than 70%
Revenue growthstronger than 9%

Percentile vs other Finance, Insurance & Real Estate companies we cover — e.g. “stronger than 90%” means only 10% score higher on that measure.

Piotroski F breakdown · 1/9 tests passed

Sector peers · similar-size Finance, Insurance & Real Estate companies compare side by side →

TickerCompanyPiotroski FAltman Z″P / ERevenue growth
CGCarlyle Group Inc.1/918.4-11.9%
TPGTPG Inc.5/982.6+33.4%
ARESAres Management Corp4/945.9+44.2%
EVREvercore Inc.5/922.4+29.5%
LAZLazard, Inc.4/916.7+1.5%
IVZInvesco Ltd.3/9+5.1%
JHGJANUS HENDERSON GROUP PLC7/96.239.8+25.2%

All Finance, Insurance & Real Estate companies →

About Carlyle Group Inc.

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, recapitalization. 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, supply chains, aftermarket services, cybersecurity and digital resilience, digital transformation. Within healthcare, biotech and medtech innovation, life sciences, healthcare IT, pharmacy, pharma commercialization. In telecommunication and media sectors, it invests in cable TV, directories, publishing, entertainment and content delivery services, wireless infrastructure/services, fixed line networks, satellite services, broadband and Internet, and infrastructure. Within real estate, the firm invests in office, hotel, industrial, retail, for sale residential, student housing, hospitality, multifamily residential, homebuilding and building products, and senior living sectors. The firm seeks to make investments in growing business including those with overleveraged balance sheets. The firm seeks to hold its investments for four to six years. In the healthcare sector, it invests in healthcare services, outsourcing services, companies running clinical trials for pharmaceutical companies, managed care, pharmaceuticals, pharmaceutical related services, healthcare IT, medical, products, and devices. It seeks to invest in companies based in Sub-Saharan focusing on Ghana, Kenya, Mozambique, Botswana, Nigeria, Uganda, West Africa, North Africa and South Africa focusing on Tanzania and Zambia; Asia focusing on Pakistan, India, Hong Kong, South East Asia, Indonesia, Philippines, Malaysia, Singapore, Vietnam, Taiwan, Korea, and Japan; Australia; New Zealand; Europe focusing on France, Italy, Denmark, United Kingdom, Germany, Austria, Belgium, Finland, Iceland, Ireland, Netherlands, Norway, Portugal, Spain, Benelux , Sweden, Switzerland, Hungary, Poland, and Russia; Middle East focusing on Bahrain, Jordan, Kuwait, Lebanon, Oman, Qatar, Saudi Arabia, Turkey, and UAE; North America focusing on United States which further invest in Southeastern United States, Texas, Boston, San Francisco Bay Area and Pacific Northwest; Asia Pacific; Soviet Union, Central-Eastern Europe, and Israel; Nordic region; and South America focusing on Mexico, Argentina, Brazil, Chile, and Peru. The firm seeks to invest in food, financial, and healthcare industries in Western China. In the real estate sector, the firm seeks to invest in various locations across Europe focusing on France and Central Europe, United States, Asia focusing on China, and Latin America. It typically invests between $2.24 million and $50 million for venture investments and between $50 million and $2 billion for buyouts in companies with enterprise value of between $31.57 million and $1000 million and sales value of $50 million and $300 million. It seeks to invest in companies with market capitalization greater than $50 million and EBITDA between $5 million to $25 million. It prefers to take a majority or a minority stake. While investing in Japan, it does not invest in companies with more than 1,000 employees and prefers companies' worth between $100 million and $150 million. The firm originates, structures, and acts as lead equity investor in the transactions. The Carlyle Group Inc. was founded in 1987 and is based in Washington, District of Columbia with additional offices across North America, South America, Asia, Australia and Europe.

FAQ

Is CG financially healthy?

Carlyle Group Inc.'s Piotroski F-score is 1/9 (8–9 is excellent, 0–3 weak).

Does CG pay a dividend, and is it safe?

Yes. Carlyle Group Inc. pays a dividend yielding about 3.39% with a 62.5% payout ratio, rated “stretched” for safety.

How profitable is CG?

In FY2025, Carlyle Group Inc. had a net margin of 16.9% and a return on equity of 11.5%.

Is CG overvalued or undervalued?

Carlyle Group Inc. trades at about 22.1× trailing earnings — near its 10-year norm (10-year range 6.2×–33.3×, median 20.3×). Stocktoria reports the data, not buy/sell advice.

What is the analyst price target for CG?

The average Wall-Street price target for Carlyle Group Inc. is $58.06, about 20.3% above the recent price, from 17 analysts (consensus: buy).

Is CG a good stock to buy?

Stocktoria doesn't give buy or sell advice, but here is the data on Carlyle Group Inc.: a Piotroski F-score of 1/9, a P/E of about 18.4×, a dividend yield of 3.39%. Weigh these quality and valuation signals against your own goals.

Computed from company filings · US · as of 2025-12-31. Facts plus Stocktoria's own computed scores — not investment advice.