The Carlyle Group Inc. (CG)
Company Info
Highlights
$18.71B
$0.30
174.37
1.19
$3.55B
$1.46B
$457.80M
$36.40 - $55.11
$56.90
4.45%
4.25
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in The Carlyle Group Inc., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
The Carlyle Group Inc. had a return of 0.10% year-to-date (YTD) and 32.51% in the last 12 months. Over the past 10 years, The Carlyle Group Inc. had an annualized return of 13.96%, outperforming the S&P 500 benchmark which had an annualized return of 11.23%.
CG
0.10%
-3.99%
16.45%
32.51%
13.36%
13.96%
^GSPC (Benchmark)
-0.77%
-3.55%
3.64%
22.00%
12.20%
11.23%
Monthly Returns
The table below presents the monthly returns of CG, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -1.65% | 15.47% | 2.31% | -4.50% | -3.31% | -6.54% | 23.89% | -18.64% | 7.30% | 16.19% | 7.14% | -5.15% | 28.05% |
| 2023 | 20.54% | -3.47% | -9.71% | -2.35% | -8.44% | 16.56% | 11.58% | -8.25% | -6.77% | -8.69% | 25.86% | 18.70% | 42.55% |
| 2022 | -7.01% | -7.70% | 4.35% | -25.80% | 7.10% | -17.83% | 22.90% | -15.67% | -20.57% | 9.44% | 11.46% | -4.27% | -43.78% |
| 2021 | 2.64% | 6.85% | 7.33% | 16.05% | 2.87% | 6.51% | 8.58% | -1.65% | -4.25% | 18.76% | -2.19% | 0.38% | 78.46% |
| 2020 | 1.25% | -11.71% | -23.93% | 8.27% | 19.22% | 0.87% | 2.04% | -8.51% | -4.42% | 1.01% | 15.06% | 10.67% | 1.62% |
| 2019 | 19.94% | -4.04% | 3.22% | 14.61% | -5.10% | 14.77% | 5.48% | -2.72% | 12.20% | 6.73% | 10.48% | 7.65% | 116.75% |
| 2018 | 10.04% | -8.06% | -6.56% | -3.98% | 8.17% | -2.74% | 14.32% | -3.83% | -2.80% | -10.11% | -7.83% | -13.98% | -27.28% |
| 2017 | 13.44% | -6.31% | -0.62% | 10.97% | 0.28% | 11.90% | 3.80% | 3.32% | 13.73% | -6.57% | -6.41% | 13.93% | 59.83% |
| 2016 | -12.42% | 14.98% | 9.40% | -0.83% | -2.43% | 1.06% | 6.47% | -6.78% | 0.52% | -0.45% | 3.79% | -1.93% | 8.91% |
| 2015 | -4.36% | 4.19% | 4.84% | 11.40% | 3.26% | -8.69% | -5.47% | -17.52% | -20.61% | 11.55% | -0.80% | -13.37% | -34.89% |
| 2014 | -2.27% | 8.21% | -3.12% | -8.71% | -2.97% | 9.65% | -1.71% | 0.16% | -8.42% | -8.86% | 3.71% | -3.95% | -18.54% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
With an overall rank of 76, CG is among the top 24% of stocks on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for The Carlyle Group Inc. (CG) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
The Carlyle Group Inc. provided a 2.77% dividend yield over the last twelve months, with an annual payout of $1.40 per share. The company has been increasing its dividends for 4 consecutive years.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.40 | $1.40 | $1.38 | $1.23 | $1.00 | $1.00 | $1.36 | $1.24 | $1.24 | $1.68 | $3.39 | $1.88 |
Dividend yield | 2.77% | 2.77% | 3.38% | 4.11% | 1.82% | 3.18% | 4.24% | 7.87% | 5.41% | 11.02% | 21.70% | 6.84% |
Monthly Dividends
The table displays the monthly dividend distributions for The Carlyle Group Inc.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | |||||||||||
| 2024 | $0.00 | $0.35 | $0.00 | $0.00 | $0.35 | $0.00 | $0.00 | $0.35 | $0.00 | $0.00 | $0.35 | $0.00 | $1.40 |
| 2023 | $0.00 | $0.33 | $0.00 | $0.00 | $0.35 | $0.00 | $0.00 | $0.35 | $0.00 | $0.00 | $0.35 | $0.00 | $1.38 |
| 2022 | $0.00 | $0.25 | $0.00 | $0.00 | $0.33 | $0.00 | $0.00 | $0.33 | $0.00 | $0.00 | $0.33 | $0.00 | $1.23 |
| 2021 | $0.00 | $0.25 | $0.00 | $0.00 | $0.25 | $0.00 | $0.00 | $0.25 | $0.00 | $0.00 | $0.25 | $0.00 | $1.00 |
| 2020 | $0.00 | $0.25 | $0.00 | $0.00 | $0.25 | $0.00 | $0.00 | $0.25 | $0.00 | $0.00 | $0.25 | $0.00 | $1.00 |
| 2019 | $0.00 | $0.43 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $0.43 | $0.00 | $0.00 | $0.31 | $0.00 | $1.36 |
| 2018 | $0.00 | $0.33 | $0.00 | $0.00 | $0.27 | $0.00 | $0.00 | $0.22 | $0.00 | $0.00 | $0.42 | $0.00 | $1.24 |
| 2017 | $0.00 | $0.16 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.42 | $0.00 | $0.00 | $0.56 | $0.00 | $1.24 |
| 2016 | $0.00 | $0.29 | $0.00 | $0.00 | $0.26 | $0.00 | $0.00 | $0.63 | $0.00 | $0.00 | $0.50 | $0.00 | $1.68 |
| 2015 | $0.00 | $1.61 | $0.00 | $0.00 | $0.33 | $0.00 | $0.00 | $0.89 | $0.00 | $0.00 | $0.56 | $0.00 | $3.39 |
| 2014 | $1.40 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.16 | $0.00 | $1.88 |
Dividend Yield & Payout
Dividend Yield
Payout Ratio
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the The Carlyle Group Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the The Carlyle Group Inc. was 62.70%, occurring on Feb 9, 2016. Recovery took 858 trading sessions.
The current The Carlyle Group Inc. drawdown is 7.79%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -62.7% | Jan 15, 2014 | 521 | Feb 9, 2016 | 858 | Jul 9, 2019 | 1379 |
| -56.75% | Nov 15, 2021 | 231 | Oct 14, 2022 | 531 | Nov 25, 2024 | 762 |
| -50.04% | Jan 24, 2020 | 38 | Mar 18, 2020 | 207 | Jan 12, 2021 | 245 |
| -33.08% | Feb 20, 2013 | 87 | Jun 24, 2013 | 128 | Dec 24, 2013 | 215 |
| -14.02% | Jul 29, 2019 | 14 | Aug 15, 2019 | 15 | Sep 6, 2019 | 29 |
Volatility
Volatility Chart
The current The Carlyle Group Inc. volatility is 10.89%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.
Financials
Financial Performance
Valuation
The Valuation section provides an assessment of the market value of The Carlyle Group Inc. compared to its peers in the Asset Management industry.
PE Ratio
The chart displays the price to earnings (P/E) ratio for CG in comparison to other companies of the Asset Management industry. Currently, CG has a PE value of 174.4. This PE ratio is much higher than those of other companies of the industry. This might be an indicator of the company being overvalued.PEG Ratio
The chart displays the price to earnings to growth (PEG) ratio for CG in comparison to other companies of the Asset Management industry. Currently, CG has a PEG value of 1.2. This PEG ratio is much higher than those of other companies of the industry. This might be an indicator of the company being overvalued.Historical P/E Ratio Chart
The chart below displays the historical trend of the price-to-earnings (P/E) ratio for The Carlyle Group Inc..
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Income Statement
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