The Carlyle Group Inc. (CG)
Company Info
| ISIN | US14316J1088 |
|---|---|
| CUSIP | 14316J108 |
| Sector | Financial Services |
| Industry | Asset Management |
Highlights
| Market Cap | $15.84B |
|---|---|
| EPS | -$1.68 |
| PE Ratio | 77.59 |
| PEG Ratio | 1.42 |
| Revenue (TTM) | $2.42B |
| Gross Profit (TTM) | $2.51B |
| EBITDA (TTM) | $1.25B |
| Year Range | $24.14 - $48.52 |
| Target Price | $52.77 |
| Short % | 7.40% |
| Short Ratio | 6.59 |
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 14.76% year-to-date (YTD) and 60.41% in the last 12 months. Over the past 10 years, The Carlyle Group Inc. had an annualized return of 9.18%, while the S&P 500 had an annualized return of 10.55%, indicating that The Carlyle Group Inc. did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 14.76% | 6.30% |
| 1 month | -0.19% | -3.13% |
| 6 months | 67.07% | 19.37% |
| 1 year | 60.41% | 22.56% |
| 5 years (annualized) | 21.73% | 11.65% |
| 10 years (annualized) | 9.18% | 10.55% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -1.65% | 15.47% | 2.31% | |||||||||
| 2023 | -6.77% | -8.69% | 25.86% | 18.70% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The Carlyle Group Inc.(CG)
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. granted a 3.02% dividend yield in the last twelve months. The annual payout for that period amounted to $1.40 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.40 | $1.38 | $1.23 | $1.00 | $1.00 | $1.36 | $1.24 | $1.24 | $1.68 | $3.39 | $1.88 | $1.33 |
Dividend yield | 3.02% | 3.38% | 4.11% | 1.82% | 3.18% | 4.24% | 7.87% | 5.41% | 11.02% | 21.70% | 6.84% | 3.73% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.35 | $0.00 | |||||||||
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 2014 | $0.00 | $1.40 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.16 | $0.00 |
| 2013 | $0.85 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.16 | $0.00 |
Dividend Yield & Payout
Dividend Yield
Payout Ratio
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
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 16.04%.
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 | — | — | — |
| -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 6.34%, 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
Income Statement
| TTM | |
|---|---|
| Revenue | |
Total Revenue | 0.00 |
Cost Of Revenue | 0.00 |
Gross Profit | 0.00 |
| Operating Expenses | |
Selling, General & Admin Expenses | 0.00 |
R&D Expenses | 0.00 |
Total Operating Expenses | 0.00 |
| Income | |
Income Before Tax | 0.00 |
Operating Income | 0.00 |
EBIT | 0.00 |
Earnings From Continuing Operations | 0.00 |
Net Income | 0.00 |
Income Tax Expense | 0.00 |
Interest Expense | 0.00 |
Other Non-Operating Income (Expenses) | 0.00 |
Extraordinary Items | 0.00 |
Discontinued Operations | 0.00 |
Effect Of Accounting Charges | 0.00 |
Non Recurring | 0.00 |
Minority Interest | 0.00 |
Other Items | 0.00 |