- ISIN
- US14316J1088
- CUSIP
- 14316J108
- Sector
- Financial Services
- Industry
- Asset Management
- IPO Date
- May 3, 2012
Highlights
- Market Cap
- $16.57B
- Enterprise Value
- $28.43B
- EPS (TTM)
- $1.48
- PE Ratio
- 31.15
- PEG Ratio
- 0.19
- Total Revenue (TTM)
- $3.99B
- Gross Profit (TTM)
- $2.92B
- EBITDA (TTM)
- $1.01B
- Year Range
- $39.60 - $69.85
- Target Price
- $64.14
- ROA (TTM)
- 1.83%
- ROE (TTM)
- 7.41%
- Avg. Volume (1M)
- 3M
- Avg. Volume Value (1M)
- $119.43M
Share Price Chart
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Performance
CG Performance Chart
The Carlyle Group Inc. (CG) is down 21.1% since the beginning of the year. At $46 per share, CG is trading 34.1% below its 52-week high of $70. Investors who bought $1,000 worth of CG shares 5 years ago would now be looking at an investment worth $1,069.
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Returns By Period
The Carlyle Group Inc. (CG) has returned -21.07% so far this year and -22.14% over the past 12 months. Looking at the last ten years, CG has achieved an annualized return of 15.81%, outperforming the S&P 500 Index benchmark, which averaged 13.26% per year.
The Carlyle Group Inc.
- 1D
- 1.46%
- 1M
- 8.72%
- 6M
- -20.62%
- YTD
- -21.07%
- 1Y
- -22.14%
- 3Y*
- 12.55%
- 5Y*
- 1.35%
- 10Y*
- 15.81%
- ALL TIME*
- 10.94%
Benchmark (S&P 500 Index)
- 1D
- 0.70%
- 1M
- 0.09%
- 6M
- 7.94%
- YTD
- 9.41%
- 1Y
- 20.07%
- 3Y*
- 17.84%
- 5Y*
- 11.25%
- 10Y*
- 13.26%
- ALL TIME*
- 8.09%
CG Monthly Returns History
Based on dividend-adjusted daily data since May 3, 2012, CG's average daily return is +0.07%, while the average monthly return is +1.39%. At this rate, an investment would double in approximately 4.2 years.
Historically, 52% of months were positive and 48% were negative. The best month was Nov 2023 with a return of +25.9%, while the worst month was Apr 2022 at -25.8%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 5 months.
On a daily basis, CG closed higher 52% of trading days. The best single day was Mar 19, 2020 with a return of +17.0%, while the worst single day was Mar 16, 2020 at -21.2%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -0.56% | -10.98% | -6.92% | 3.47% | -8.60% | -7.31% | 9.29% | -21.07% | |||||
| 2025 | 11.23% | -10.65% | -12.54% | -11.36% | 17.85% | 13.72% | 18.02% | 7.02% | -2.88% | -14.96% | 2.96% | 8.40% | 20.20% |
| 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% |
Benchmark Metrics
The Carlyle Group Inc. has an annualized alpha of -1.14%, beta of 1.36, and R2 of 0.41 versus S&P 500 Index. Calculated based on daily prices since May 03, 2012.
- This stock participated in 164.13% of S&P 500 Index downside but only 161.80% of its upside - more exposed to losses than it benefited from rallies.
- R2 of 0.41 means the benchmark explains less than half of this stock's behavior - treat beta with caution or consider switching to a more representative benchmark.
- Alpha
- -1.14%
- Beta
- 1.36
- R²
- 0.41
- Upside Capture
- 161.80%
- Downside Capture
- 164.13%
Return for Risk
Risk / Return Rank
CG ranks 20 for risk / return — above 20% of stocks peers on PortfoliosLab. Its historical combined result is below the peer median.
Risk / Return Metrics
The table below present risk-adjusted performance metrics for The Carlyle Group Inc. (CG) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| CG | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.03 | ||
| Sortino ratioReturn per unit of downside risk | -2.66 | ||
| Omega ratioGain probability vs. loss probability | 0.92 | 1.25 | -0.33 |
| Calmar ratioReturn relative to maximum drawdown | -0.55 | 2.00 | -2.55 |
| Martin ratioReturn relative to average drawdown | -0.95 | 8.49 | -9.44 |
Dividends
Dividend History
The Carlyle Group Inc. provided a 3.04% dividend yield over the last twelve months, with an annual payout of $1.40 per share. The company has been increasing its dividends for 5 consecutive years.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.40 | $1.40 | $1.40 | $1.38 | $1.23 | $1.00 | $1.00 | $1.36 | $1.24 | $1.24 | $1.68 | $3.39 |
Dividend yield | 3.04% | 2.37% | 2.77% | 3.38% | 4.11% | 1.82% | 3.18% | 4.24% | 7.87% | 5.41% | 11.02% | 21.70% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.35 | $0.00 | $0.00 | $0.35 | $0.00 | $0.00 | $0.70 | |||||
| 2025 | $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 |
| 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 |
Dividend Yield & Payout
Dividend Yield
The Carlyle Group Inc. has a dividend yield of 3.04%, which is quite average when compared to the overall market.
Payout Ratio
The Carlyle Group Inc. has a payout ratio of 92.42%, which is above the market average. This might signify the company's strong earnings or financial health. However, it could also hint at a more mature business phase with potentially slower growth.
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 62.69%, occurring on Feb 9, 2016. Recovery took 858 trading sessions.
The current The Carlyle Group Inc. drawdown is 32.27%.
Drawdown | Fall | Recovery | Underwater | Related event |
|---|---|---|---|---|
-62.69%Feb 2016 | 2y 25d | 3y 5mo | 5y 5moJan 2014 - Jul 2019 | — |
-56.75%Oct 2022 | 11mo 3d | 2y 1mo | 3y 11dNov 2021 - Nov 2024 | Bear market2022 |
-50.04%Mar 2020 | 1mo 24d | 10mo | 11mo 24dJan 2020 - Jan 2021 | COVID crash2020 |
-40.36%Jun 2026 | 9mo 13d | — | 10mo 17dSep 2025 - now | — |
-38.53%Apr 2025 | 2mo 27d | 2mo 19d | 5mo 16dJan 2025 - Jul 2025 | 2025 selloff2025 |
Drawdown Indicators
| CG | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.69% | -56.78% | -5.91% |
Max Drawdown (1Y)Largest decline over 1 year | -40.36% | -9.10% | -31.26% |
Max Drawdown (3Y)Largest decline over 3 years | -40.36% | -18.90% | -21.46% |
Max Drawdown (5Y)Largest decline over 5 years | -56.75% | -25.43% | -31.32% |
Max Drawdown (10Y)Largest decline over 10 years | -56.75% | -33.92% | -22.83% |
Current DrawdownCurrent decline from peak | -32.27% | -1.58% | -30.69% |
Average DrawdownAverage peak-to-trough decline | -21.87% | -10.70% | -11.17% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 23.42% | 2.14% | +21.28% |
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.
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 31.1. This P/E ratio is significantly higher than those of industry peers. This could indicate that the stock is overvalued or that investors expect strong future growth.
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 0.2. 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 4.3. 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 2.2. 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
| TTM | |
|---|---|
Revenue | |
Total Revenue | — |
Cost Of Revenue | — |
Gross Profit | — |
Operating Expenses | |
Selling, General & Admin Expenses | — |
R&D Expenses | — |
Depreciation And Amortization | — |
Total Operating Expenses | — |
Income | |
Income Before Tax | — |
Operating Income | — |
EBITDA | — |
EBIT | — |
Earnings From Continuing Operations | — |
Net Income | — |
Income Tax Expense | — |
Other Non-Operating Income (Expenses) | — |
Extraordinary Items | — |
Discontinued Operations | — |
Effect Of Accounting Charges | — |
Non Recurring | — |
Minority Interest | — |
Other Items | — |
Interest Income | — |
Interest Expense | — |
Net Interest Income | — |
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