The Carlyle Group Inc. (CG)
Company Info
Highlights
$15.17B
$2.77
15.18
0.92
$3.50B
$1.31B
$573.80M
$33.02 - $57.11
$45.71
3.95%
2.37
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
The Carlyle Group Inc. (CG) returned -16.17% year-to-date (YTD) and 1.97% over the past 12 months. Over the past 10 years, CG returned 9.22% annually, underperforming the S&P 500 benchmark at 10.46%.
CG
-16.17%
14.77%
-18.55%
1.97%
14.92%
9.22%
^GSPC (Benchmark)
-3.77%
7.44%
-5.60%
8.37%
14.12%
10.46%
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 11.23% | -10.65% | -12.54% | -11.36% | 8.80% | -16.17% | |||||||
| 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% | 13.74% | -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% | -20.60% | 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
The current rank of CG is 52, indicating average performance compared to other stocks on our website. Here’s 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.
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Dividends
Dividend History
The Carlyle Group Inc. provided a 3.33% 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 | 3.33% | 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 | $0.35 | $0.00 | $0.00 | $0.00 | $0.35 | |||||||
| 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
The Carlyle Group Inc. has a dividend yield of 3.33%, which is quite average when compared to the overall market.
Payout Ratio
The Carlyle Group Inc. has a payout ratio of 36.94%, which is quite average when compared to the overall market. This suggests that The Carlyle Group Inc. strikes a balance between reinvesting profits for growth and paying dividends to shareholders.
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.
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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 25.69%.
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 |
| -38.53% | Jan 24, 2025 | 60 | Apr 21, 2025 | — | — | — |
| -33.08% | Feb 20, 2013 | 87 | Jun 24, 2013 | 128 | Dec 24, 2013 | 215 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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Financials
Financial Performance
The chart below illustrates the trends in the financial health of The Carlyle Group Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.
Earnings Per Share
The chart presents the Earnings Per Share (EPS) performance of The Carlyle Group Inc., comparing actual results with analytics estimates. The company has exceeded analyst expectations for EPS in the past quarter, achieving a 19.9% positive surprise.
Valuation
The Valuation section provides an overview of how The Carlyle Group Inc. is priced in the market compared to other companies in the Asset Management industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.
PE Ratio
The chart displays the Price-to-Earnings (P/E) ratio for CG, comparing it with other companies in the Asset Management industry. Currently, CG has a P/E ratio of 15.2. This P/E ratio is in line with the industry average, suggesting the stock may be fairly valued relative to its earnings.
PEG Ratio
The chart shows the Price/Earnings to Growth (PEG) ratio for CG compared to other companies in the Asset Management industry. CG currently has a PEG ratio of 0.9. This PEG ratio is close to the industry average, suggesting the stock’s valuation is balanced against its growth outlook.
PS Ratio
This chart shows the Price-to-Sales (P/S) ratio for CG relative to other companies in the Asset Management industry. Currently, CG has a P/S ratio of 3.2. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.
PB Ratio
The chart illustrates the Price-to-Book (P/B) ratio for CG in comparison with other companies in the Asset Management industry. Currently, CG has a P/B value of 2.6. This P/B ratio is higher than most companies in the industry. It may suggest the stock is overvalued or that investors expect the company to generate high returns on its assets.
Income Statement
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