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Overview
Profile

Carlyle Group stock

CG
US14316J1088
A2PXCR

Price

43.06
Today +/-
-0.48
Today %
-1.22 %
P

Carlyle Group stock price

%
Weekly
Details

Price

ⓘ

Overview

The Quote Chart provides detailed and dynamic insights into the Carlyle Group stock's performance, showcasing daily, weekly, or monthly aggregated quotes. Users can switch between different time frames to analyze the stock's progression meticulously and make informed investment decisions.

Intraday Feature

The intraday feature provides real-time data, allowing investors to view the Carlyle Group stock’s price fluctuations within the trading day, facilitating timely and strategic investment decisions.

Total Return and Relative Price Change

View the total return of the Carlyle Group stock to gauge its profitability over time. The relative price change, based on the first quote available in the selected timeframe, offers insights into the stock’s performance, assisting in evaluating its investment potential.

Interpretation and Investment

Utilize the comprehensive data presented in the Quote Chart to analyze Carlyle Group's market trends, price movements, and potential returns. Make informed investment choices by comparing different time frames and evaluating intraday data for optimized portfolio management.

Carlyle Group Stock Price History

DateCarlyle Group Price
9/30/202443.06 undefined
9/27/202443.59 undefined
9/26/202442.79 undefined
9/25/202442.41 undefined
9/24/202443.34 undefined
9/23/202443.12 undefined
9/20/202443.68 undefined
9/19/202444.51 undefined
9/18/202442.32 undefined
9/17/202441.99 undefined
9/16/202441.08 undefined
9/13/202440.05 undefined
9/12/202438.77 undefined
9/11/202437.75 undefined
9/10/202437.81 undefined
9/9/202437.54 undefined
9/6/202437.23 undefined
9/5/202438.07 undefined
9/4/202438.12 undefined
9/3/202438.49 undefined

Carlyle Group Revenue, EBIT, Net Income

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Revenue
EBIT
Net Income
Details

Revenue, EBIT and Profit

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Understanding Revenue, EBIT, and Income

Gain insights into Carlyle Group, a comprehensive overview of its financial performance can be obtained by analyzing the Revenue, EBIT, and Income chart. Revenue represents the total income generated by Carlyle Group from its primary operations, showcasing the company’s ability to attract and retain clients. EBIT, or Earnings Before Interest and Taxes, indicates the company’s operational profitability, free from the influence of tax and interest expenses. The Income section reflects Carlyle Group’s net earnings, an ultimate measure of its financial health and profitability.

Yearly Analysis and Comparisons

Observe the yearly bars to understand the annual performance and growth of Carlyle Group. Compare the Revenue, EBIT, and Income to evaluate the company’s efficiency and profitability. A higher EBIT compared to the previous year suggests an improvement in operational efficiency. Likewise, an increase in Income indicates enhanced overall profitability. Analyzing the year-to-year comparison assists investors in understanding the company’s growth trajectory and operational efficiency.

Utilizing Expectations for Investment

The expected values for the forthcoming years offer investors a glimpse into Carlyle Group’s anticipated financial performance. Analyzing these projections alongside historical data aids in making informed investment decisions. Investors can gauge the potential risks and returns, aligning their investment strategies accordingly to optimize profitability and mitigate risks.

Investment Insights

Leveraging the comparison between Revenue and EBIT helps in assessing Carlyle Group’s operational efficiency, while the Revenue and Income comparison reveals the net profitability after accounting for all expenses. Investors can derive valuable insights by meticulously analyzing these financial parameters, laying the foundation for strategic investment decisions aimed at capitalizing on Carlyle Group’s growth potential.

Carlyle Group Revenue, EBIT and net profit per share

DateCarlyle Group RevenueCarlyle Group EBITCarlyle Group Net Income
2026e5.09 B undefined2.23 B undefined1.76 B undefined
2025e4.68 B undefined1.96 B undefined1.62 B undefined
2024e3.92 B undefined1.56 B undefined1.39 B undefined
20232.96 B undefined-594 M undefined-608.4 M undefined
20224.44 B undefined1.59 B undefined1.23 B undefined
20218.78 B undefined4.04 B undefined2.97 B undefined
20202.93 B undefined585.7 M undefined348.2 M undefined
20193.38 B undefined1.26 B undefined345.3 M undefined
20182.43 B undefined355.7 M undefined92.9 M undefined
20173.68 B undefined972.4 M undefined238.1 M undefined
20162.27 B undefined32.2 M undefined6.4 M undefined
20153.01 B undefined-462.2 M undefined-18.2 M undefined
20143.88 B undefined104.9 M undefined84.5 M undefined
20134.44 B undefined747.3 M undefined103.5 M undefined
20122.97 B undefined681.9 M undefined20.3 M undefined
20112.85 B undefined1.5 B undefined1.36 B undefined
20102.8 B undefined1.94 B undefined1.53 B undefined
20091.32 B undefined701.5 M undefined694.1 M undefined
2008-121.3 M undefined-516.7 M undefined-608.2 M undefined
20072.22 B undefined1.16 B undefined1.26 B undefined
2006364.1 M undefined-427.6 M undefined1.14 B undefined

Carlyle Group Income Statement, Balance Sheet, Cash Flow Statement

  • Simple

  • Expanded

  • Income Statement

  • Balance Sheet

  • Cashflow

 
REVENUE (B)REVENUE GROWTH (%)GROSS MARGIN (%)GROSS INCOME (B)EBIT (B)EBIT MARGIN (%)NET INCOME (B)NET INCOME GROWTH (%)DIV. ()DIV. GROWTH (%)SHARES (M)DOCUMENTS
2006200720082009201020112012201320142015201620172018201920202021202220232024e2025e2026e
0.362.22-0.121.322.82.852.974.443.883.012.273.682.433.382.938.784.442.963.924.685.09
-510.44-105.45-1,188.43112.451.684.5049.38-12.63-22.53-24.3561.65-33.9839.14-13.12199.32-49.46-33.2432.2319.508.61
63.7497.52-20.6691.2785.2078.3162.9752.2649.2046.5176.1265.9474.3380.7264.6962.9676.5244.45---
0.232.170.031.22.382.231.872.321.911.41.732.421.82.731.95.533.41.32000
-0.431.16-0.520.71.941.50.680.750.1-0.460.030.970.361.260.594.041.59-0.591.561.962.23
-117.3152.12426.4553.2369.3752.6522.9116.822.68-15.371.4126.4414.6337.2519.9446.0035.80-20.0539.7741.7843.87
1.141.26-0.610.691.531.360.020.10.08-0.020.010.240.090.350.352.971.23-0.611.391.621.76
-10.82-148.25-214.14119.74-11.08-98.53415.00-18.45-121.43-133.333,866.67-61.34275.000.87754.60-58.81-149.63-327.8017.188.69
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30.530.530.530.530.530.5259.7278.368.574.5308.5100.1113.4122.6358.4362.6365.7361.4000
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Details

Keystats

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Revenue and Growth

The Carlyle Group Revenue and Revenue Growth are pivotal to understanding the company's financial health and operational efficiency. A consistent increase in revenue indicates a company’s ability to effectively market and sell its products or services, while the revenue growth percentage offers insights into the pace at which the company is expanding over the years.

Gross Margin

The Gross Margin is a crucial metric that showcases the percentage of revenue exceeding the cost of goods sold (COGS). A higher gross margin is indicative of a company’s efficiency in controlling its production costs, thereby promising potential profitability and financial stability.

EBIT and EBIT Margin

EBIT (Earnings Before Interest and Taxes) and EBIT Margin offer deep insights into a company’s profitability, excluding the impacts of interest and taxes. Investors often assess these metrics to gauge the operational efficiency and inherent profitability of a business, separate from its financial structure and tax environment.

Income and Growth

Net Income and its subsequent growth are quintessential for investors looking to understand a company’s profitability. Consistent income growth underscores a company’s ability to enhance its profitability over time, reflecting operational efficiency, strategic competitiveness, and financial health.

Shares Outstanding

Shares outstanding refer to the total number of shares a company has issued. It's instrumental in calculating key metrics like Earnings Per Share (EPS) which is pivotal for investors to evaluate a company’s profitability on a per-share basis, offering a more granular view of financial health and valuation.

Interpreting Year to Year Comparison

Comparing yearly data allows investors to identify trends, assess the company’s growth, and anticipate potential future performance. Analyzing how metrics like revenue, income, and margins change year over year can provide valuable insights into the company’s operational efficiency, competitiveness, and overall financial health.

Expectations and Predictions

Investors often juxtapose the current and past financial data with the market’s expectations. This comparison aids in assessing whether the Carlyle Group is performing as anticipated, underperforming or outperforming the market predictions, providing pivotal data for investment decisions.

 
ASSETSCASH BALANCE (B)RECEIVABLES (M)OTHER REC. (B)INVENTORIES (M)OTHER CURRENT LIAB. (M)CURRENT ASSETS (B)TANGIBLE ASSETS (M)LONG-T. INVEST. (B)LONG-T. REC. (M)INTANGIBLE ASSETS (M)GOODWILL (M)OTHER NON-CURRENT ASSETS (M)NON-CURRENT ASSETS (B)TOTAL ASSETS (B)LIABILITIESCOMMON STOCK (B)ADDITIONAL PAID-IN CAPITAL (B)RETAINED EARNINGS (B)OTHER EQUITY (M)UNREAL. GAINS/LOSSES (M)EQUITY (B)LIABILITIES (B)PROVISIONS (B)OTHER SHORT-TERM LIAB. (M)SHORT-TERM DEBTS (M)LONG-TERM DEBT PORTION (M)SHORT-TERM REC. (B)LONG-T. LIAB. (B)DEFERRED TAXES (M)OTHER LIAB. (B)LONG-T. LIABILITIES (B)DEBT (B)TOTAL CAPITAL (B)
200920102011201220132014201520162017201820192020202120222023
                             
0.541.351.082.212.372.792.61.431.380.880.921.142.621.571.79
5240288191176199195227263441274273380102141
0.430.330.290.330.811.380.910.180.050.140.070.090.140.580.69
000000000000000
000000000000000
0.981.911.652.743.354.373.711.831.691.451.261.53.142.252.62
37405364697511110610095312510505477493.7
0.4412.2422.1525.727.6927.0224.935.236.597.618.018.529.4210.6411.11
000000000000000
044855865454339597322562463222794662.1
003737404838101115161713104104
2716313213821520625724819920330599201718.3
0.5112.8922.9326.5928.5627.7425.445.636.927.988.699.189.9812.0412.39
1.4914.824.5829.3331.9132.1129.157.468.629.439.9510.6813.1214.2915.01
                             
0.450.930.870.240.360.570.490.41.091.060.70000
000000000002.552.723.143.4
000000000000.352.813.42.08
-1190479883445214631-95-73-84-92-209-248-322-297.3
000000000170000
0.441.831.671.070.810.710.520.311.020.980.622.695.286.225.19
0.481.161.220.220.270.40.460.370.360.440.360.290.380.370.33
0.660.640.711.392.292.422.211.822.292.292.813.765.524.875.45
3324109332404184246224230174542437388363275.9
000000000000000
0000000125011511595934046.9
1.171.832.041.932.9632.922.542.873.023.824.576.385.646.11
0.4111.5310.8114.5416.2817.3518.285.095.886.286.577.447.878.148.72
004861104112104777664655848740345.3
0.210.820.661.451.552.681.960.820.50.720.390.650.810.410.51
0.6212.3511.5216.0517.9320.1420.345.986.467.067.028.149.168.959.28
1.814.1713.5617.9820.8923.1423.268.529.3310.0810.8412.7215.5414.5815.39
2.2316.0115.2319.0521.723.8523.788.8310.3511.0611.4615.420.8220.8120.58
Details

Balance Sheet

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Understanding the Balance Sheet

The balance sheet of Carlyle Group provides a detailed financial snapshot, revealing the company's assets, liabilities, and equity at a specific point in time. Analyzing these components is crucial for investors looking to understand Carlyle Group's financial health and stability.

Assets

Carlyle Group's assets represent everything the company owns or controls that has monetary value. These are categorized into current and non-current assets, offering insights into the company's liquidity and long-term investments.

Liabilities

Liabilities are obligations that Carlyle Group must settle in the future. Analyzing the ratio of liabilities to assets provides insights into the company's financial leverage and risk exposure.

Equity

Equity refers to the residual interest in the assets of Carlyle Group after deducting liabilities. It represents the owners’ claim on the company’s assets and earnings.

Year-to-Year Analysis

Comparing balance sheet figures year-to-year allows investors to identify trends, growth patterns, and potential financial risks, facilitating informed investment decisions.

Interpreting the Data

Detailed analysis of assets, liabilities, and equity can provide investors with comprehensive insights into Carlyle Group's financial standing, aiding in investment evaluations and risk assessments.

 
NET INCOME (B)DEPRECIATION (M)DEFERRED TAXES (M)CHANGES IN WORKING CAPITAL (B)NON-CASH ITEM (B)PAID INTEREST (M)PAID TAXES (M)NET CASH FLOW FROM OPERATING ACTIVITIES (B)CAPITAL EXPENDITURES (M)CASH FLOW FROM INVESTING ACTIVITIES (M)CASH FLOW FROM OTHER INVESTING ACTIVITIES (M)INTEREST INCOME AND EXPENSES (M)NET DEBT CHANGE (M)NET CHANGE IN EQUITY (M)CASH FLOW FROM FINANCING ACTIVITIES (M)CASH FLOW FROM OTHER FINANCING ACTIVITIES (M)TOTAL DIVIDENDS PAID (M)NET CHANGE IN CASH FLOW (B)FREE CASH FLOW (M)SHARE-BASED COMPENSATION (M)
2008200920102011201220132014201520162017201820192020202120222023
-0.510.661.461.152.41.350.920.40.021.010.331.180.383.051.28-0.5
27282483107163192322724146655252147180
000-19-94410-31-493-1913134508-73-368
-0.760.20.410.190.423.342.452.080.79-0.210.28-0.020.370.79-0.79-0.06
1.3-0.470.991.27-0.89-1.9-0.921.13-1.17-0.94-0.98-0.89-1.11-2.6-0.950.95
42271559242851565959606380929191
17112430565058413524283035402402250
0.050.422.882.682.032.992.653.9-0.3-0.01-0.340.36-0.171.79-0.380.2
-36-27-79-42-73-29-29-62-25-34-31-27-61-41-659-66
-15-27-185-104-126-13537-21-25-34-99-27-61-32-828-43
200-105-62-52-105664000-67009-16923
0000000000000000
74-296-1,698-1,201-1,659-1,575-896660568376792651684286680695
794346156250449209-58387-107-439-26-157-146-203
-469-587-2,533-2,679-1,841-2,503-2,293-4,0111531872-149370-242114-99
-622-333-881-1,492-342-868-1,743-4,631-352-320-459-18863-1524-93
0000-464-59-102-251-140-124-153-172-351-355-443-497
-0.43-0.190.13-0.110.060.40.28-0.25-0.330.34-0.390.190.161.49-1.110.08
18.2391.22,797.32,635.71,954.72,964.82,6163,840.5-326-41.1-374.8330.8-230.41,749.6-1,038.3138.3
0000000000000000

Carlyle Group stock margins

The Carlyle Group margin analysis displays the gross margin, EBIT margin, as well as the profit margin of Carlyle Group. The EBIT margin (EBIT/sales) indicates the percentage of sales that remains as operating profit. The profit margin shows the percentage of sales that remains for Carlyle Group.

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Gross margin
EBIT margin
Profit margin
Details

Margin

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Understanding Gross Margin

The gross margin, expressed as a percentage, delineates the gross profit made from the Carlyle Group's sales revenue. A higher gross margin percentage indicates that the Carlyle Group retains more revenue after accounting for the costs of goods sold. Investors use this metric to gauge financial health and operational efficiency, as well as to compare it with competitors and industry averages.

EBIT Margin Analysis

EBIT margin represents the Carlyle Group's earnings before interest and taxes. Analyzing the EBIT margin over different years provides insights into the operational profitability and efficiency, excluding the effects of financial leverage and tax structure. A growing EBIT margin over the years signifies improving operational performance.

Revenue Margin Insights

The revenue margin demonstrates the Carlyle Group's total revenue generated. When comparing the revenue margin year over year, investors can gauge the Carlyle Group's growth and market expansion. It is essential to compare the revenue margin with the gross and EBIT margins to understand the cost and profit structures better.

Interpreting Expectations

The expected values for gross, EBIT, and revenue margins provide future financial outlook of the Carlyle Group. Investors should compare these expectations with historical data to understand potential growth and risk factors. It is crucial to consider the underlying assumptions and methodologies used in projecting these expected values to make informed investment decisions.

Comparative Analysis

Comparing the gross, EBIT, and revenue margins, both yearly and over multiple years, enables investors to perform a comprehensive analysis of the Carlyle Group's financial health and growth prospects. Evaluating the trends and patterns in these margins helps in identifying strengths, weaknesses, and potential investment opportunities.

Carlyle Group Margin History

Carlyle Group Gross marginCarlyle Group Profit marginCarlyle Group EBIT marginCarlyle Group Profit margin
2026e44.44 %43.87 %34.7 %
2025e44.44 %41.78 %34.68 %
2024e44.44 %39.77 %35.37 %
202344.44 %-20.04 %-20.53 %
202276.53 %35.82 %27.6 %
202162.96 %46 %33.87 %
202064.68 %19.96 %11.87 %
201980.73 %37.27 %10.23 %
201874.33 %14.65 %3.83 %
201765.96 %26.45 %6.48 %
201676.13 %1.42 %0.28 %
201546.5 %-15.37 %-0.61 %
201449.22 %2.7 %2.18 %
201352.27 %16.83 %2.33 %
201262.99 %22.94 %0.68 %
201178.31 %52.66 %47.69 %
201085.18 %69.37 %54.51 %
200991.24 %53.23 %52.67 %
2008-21.1 %425.97 %501.4 %
200797.54 %52.1 %56.73 %
200663.94 %-117.44 %312.39 %

Carlyle Group Stock Sales Revenue, EBIT, Earnings per Share

The Carlyle Group earnings per share therefore indicates how much revenue Carlyle Group has generated per share in a given period. The earnings before interest and taxes per share shows how much of the operating profit corresponds to each share. The earnings per share indicates how much of the profit belongs to each share.

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Sales per Share
EBIT per share
Earnings per Share
Details

Revenue, EBIT and Earnings per share

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Revenue Per Share

Revenue per share represents the total revenue Carlyle Group earns, divided by the number of outstanding shares. It is a crucial metric as it reflects the company's ability to generate sales and signifies growth and expansion potential. Comparing yearly revenue per share allows investors to analyze the consistency in a company’s earnings and predict future trends.

EBIT Per Share

EBIT per share indicates Carlyle Group's earning before interest and taxes, offering insights into operational profitability excluding the effects of capital structure and tax rates. It can be juxtaposed against revenue per share to gauge the efficiency in converting sales into profits. A consistent increase in EBIT per share over the years underscores operational efficiency and profitability.

Income Per Share

Income per share, or earnings per share (EPS), reveals the portion of Carlyle Group’s profit allocated to each share of common stock. It’s instrumental in evaluating the profitability and financial health. By comparing it with revenue and EBIT per share, investors discern how effectively a firm translates sales and operational profits into net income.

Expected Values

Expected values are projections of revenue, EBIT, and income per share for forthcoming years. These anticipations, rooted in historical data and market analysis, aid investors in strategizing their investments, evaluating Carlyle Group's prospective performance, and estimating future stock prices. However, it’s pivotal to consider market volatilities and uncertainties that can influence these projections.

Carlyle Group Revenue, EBIT and net profit per share

DateCarlyle Group Sales per ShareCarlyle Group EBIT per shareCarlyle Group Earnings per Share
2026e14.27 undefined0 undefined4.95 undefined
2025e13.14 undefined0 undefined4.56 undefined
2024e10.99 undefined0 undefined3.89 undefined
20238.2 undefined-1.64 undefined-1.68 undefined
202212.14 undefined4.35 undefined3.35 undefined
202124.22 undefined11.14 undefined8.2 undefined
20208.19 undefined1.63 undefined0.97 undefined
201927.54 undefined10.27 undefined2.82 undefined
201821.4 undefined3.14 undefined0.82 undefined
201736.73 undefined9.71 undefined2.38 undefined
20167.37 undefined0.1 undefined0.02 undefined
201540.35 undefined-6.2 undefined-0.24 undefined
201456.65 undefined1.53 undefined1.23 undefined
201315.96 undefined2.69 undefined0.37 undefined
201211.45 undefined2.63 undefined0.08 undefined
201193.29 undefined49.12 undefined44.49 undefined
201091.77 undefined63.66 undefined50.02 undefined
200943.21 undefined23 undefined22.76 undefined
2008-3.98 undefined-16.94 undefined-19.94 undefined
200772.87 undefined37.97 undefined41.34 undefined
200611.94 undefined-14.02 undefined37.29 undefined

Carlyle Group business model

The Carlyle Group Inc is a US investment company founded in 1987. It is headquartered in Washington, D.C. and has offices in over 30 countries worldwide. Carlyle manages assets worth approximately $260 billion (as of Spring 2021). Carlyle's business model is based on investing in companies and optimizing them to generate long-term profits. The company invests in both public and private companies and typically holds a significant minority or majority stake. Its investments span various industries, including energy, aerospace, consumer goods, and healthcare. Carlyle is divided into several divisions to structure and organize its business. The key divisions include Private Equity, Real Estate, Global Credit, and Investment Solutions. Private Equity involves majority and minority investments in companies acquired through funds. Carlyle's private equity strategy focuses on buyouts, growth capital, and investments in specialized areas such as technology, energy, or infrastructure. In Real Estate, Carlyle is involved in real estate development, holding minority stakes in real estate projects or partnering in their development with other companies. The Global Credit division of Carlyle invests in fixed-income securities, loans, and other credit assets, aiming to minimize risk and generate stable returns. Investment Solutions is responsible for customizing investment portfolios for clients and asset managers. Carlyle offers a wide range of investment funds, including private equity funds, real estate funds, hedge funds, infrastructure funds, energy and commodity funds, and credit funds. The company also provides alternative investment products such as Risk Parity or Liquidités Moyen Terme. Carlyle considers itself a promoter of technology and innovation and has established the Carlyle Innovation Center for Government and the Carlyle Growth Investments to support this. As one of the largest private equity companies globally, Carlyle has benefited from the increasing demand for alternative investment products in recent years. The company plans to expand into emerging markets, develop new investment products, and focus more on sustainability and social responsibility. Overall, Carlyle is considered a successful company capable of increasing long-term wealth due to its broad range of investments and extensive industry knowledge. Carlyle Group is one of the most popular companies on Eulerpool.com.

Carlyle Group Revenue by Segment

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Details

Revenue by Segment

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Overview of Revenue by Segment

The chart visualizes revenues by segments and provides a clear overview of the revenue distribution. Each segment is clearly marked to facilitate comparisons of revenues.

Interpretation and Use

The chart enables quick identification of the highest-revenue segments, which is helpful in strategic decision-making. It supports the analysis of growth potentials and targeted resource allocation.

Investment Strategy

An investment strategy determines how capital is deliberately invested into various asset classes to maximize returns. It is based on risk tolerance, investment objectives, and a long-term plan.

Carlyle Group Revenue by Segment

Segmente20202012
Reportable Segments-2.04 B USD
Global Private Equity1.52 B USD-
Consolidated funds-903.5 M USD
Global Credit413.8 M USD-
Investment Solutions351.1 M USD-
Material Reconciling Items-25.7 M USD

Carlyle Group Revenue by Region

  • 3 years

  • Max

Details

Revenue by Segment

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Overview of Revenue by Region

The chart shows revenues by region and provides a clear comparison of regional revenue distribution. Each region is clearly marked to illustrate the differences.

Interpretation and Usage

The diagram helps to identify the regions with the highest revenue and to make targeted decisions for regional expansion or investments. It supports the analysis of market potentials and strategic priorities.

Investment Strategy

An investment strategy focused on regions concentrates on the deliberate capital allocation in different markets to optimally use regional growth opportunities. It takes into account market conditions and regional risk factors.

Carlyle Group Revenue by Segment

DateAmericasAsia-PacificEMEA
20231.29 B USD356 M USD1.32 B USD
20222.56 B USD274.9 M USD1.6 B USD
20201.79 B USD524.6 M USD622.3 M USD

Carlyle Group SWOT Analysis

Strengths

Carlyle Group Inc has a strong global presence and a diversified portfolio of investments, allowing the company to benefit from various market conditions.

The company has a solid track record of delivering strong financial performance and generating substantial returns for its investors.

Carlyle Group Inc has a highly experienced and skilled management team that possesses deep industry knowledge and expertise.

Weaknesses

The company's dependence on the performance of the financial markets and the overall economy poses a risk to its profitability and growth potential.

Carlyle Group Inc may face challenges in finding attractive investment opportunities in certain sectors, which could limit its ability to diversify its portfolio.

The company operates in a highly competitive market and faces competition from other private equity firms and alternative asset managers.

Opportunities

Carlyle Group Inc can capitalize on the growing demand for alternative investments, such as private equity and real estate, as investors seek higher returns.

The company can expand its presence in emerging markets, which offer promising investment opportunities due to their rapid economic growth and increasing middle-class population.

Carlyle Group Inc can explore partnerships and strategic alliances with regional firms or industry specialists to gain access to specialized knowledge and investment opportunities.

Threats

Changes in government regulations and policies can impact the company's operations and profitability, particularly in relation to taxation and compliance requirements.

Economic downturns and market volatility can negatively affect the company's investment performance and result in lower returns.

Public scrutiny and negative perception of the private equity industry can potentially damage Carlyle Group Inc's reputation and hinder its ability to attract investors.

Carlyle Group Eulerpool Fair Value

Details

Fair Value

ⓘ

Understanding Fair Value

The fair value of a stock provides insights into whether the stock is currently undervalued or overvalued. It is calculated based on profit, revenue, or dividends and offers a comprehensive perspective of the stock’s intrinsic value.

Income-Based Fair Value

This is calculated by multiplying the earnings per share by the average P/E ratio of the selected past years for smoothing. If the fair value is higher than the current market price, it suggests that the stock is undervalued.

Example 2022

Fair Value Profit 2022 = Earnings per Share 2022 / Average P/E Ratio 2019 - 2021 (3 Years Smoothing)

Revenue-Based Fair Value

It is derived by multiplying the revenue per share by the average price-to-sales ratio of the selected past years for smoothing. An undervalued stock is identified if the fair value exceeds the ongoing market price.

Example 2022

Fair Value Revenue 2022 = Revenue per Share 2022 / Average PSR 2019 - 2021 (3 Years Smoothing)

Dividend-Based Fair Value

This value is determined by dividing the dividend per share by the average dividend yield of the selected past years for smoothing. A higher fair value than the market price indicates an undervalued stock.

Example 2022

Fair Value Dividend 2022 = Dividend per Share 2022 * Average Dividend Yield 2019 - 2021 (3 Years Smoothing)

Expectations and Forecasts

Future expectations provide potential trajectories for stock prices and aid investors in decision-making. The expected values are forecasted figures of fair value, taking into account the growth or decline trends of profit, revenue, or dividend.

Comparative Analysis

Comparing the fair value based on profit, revenue, and dividend provides a holistic overview of the stock’s financial health. Observing the annual and per-annual variations contributes to understanding the consistency and reliability of stock performance.

Carlyle Group historical P/E ratio, EBIT multiple, and P/S ratio

Carlyle Group shares outstanding

The number of shares was Carlyle Group in 2023 — This indicates how many shares 361.396 M is divided into. Since shareholders are the owners of a company, each share represents a small portion of the company's ownership.

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Number of stocks
Details

Revenue, EBIT and Earnings per share

ⓘ

Revenue Per Share

Revenue per share represents the total revenue Carlyle Group earns, divided by the number of outstanding shares. It is a crucial metric as it reflects the company's ability to generate sales and signifies growth and expansion potential. Comparing yearly revenue per share allows investors to analyze the consistency in a company’s earnings and predict future trends.

EBIT Per Share

EBIT per share indicates Carlyle Group's earning before interest and taxes, offering insights into operational profitability excluding the effects of capital structure and tax rates. It can be juxtaposed against revenue per share to gauge the efficiency in converting sales into profits. A consistent increase in EBIT per share over the years underscores operational efficiency and profitability.

Income Per Share

Income per share, or earnings per share (EPS), reveals the portion of Carlyle Group’s profit allocated to each share of common stock. It’s instrumental in evaluating the profitability and financial health. By comparing it with revenue and EBIT per share, investors discern how effectively a firm translates sales and operational profits into net income.

Expected Values

Expected values are projections of revenue, EBIT, and income per share for forthcoming years. These anticipations, rooted in historical data and market analysis, aid investors in strategizing their investments, evaluating Carlyle Group's prospective performance, and estimating future stock prices. However, it’s pivotal to consider market volatilities and uncertainties that can influence these projections.

Carlyle Group stock splits

In Carlyle Group's history, there have been no stock splits.

Carlyle Group dividend history and estimates

In 2023, Carlyle Group paid a dividend amounting to 1.38 USD. Dividend means that Carlyle Group distributes a portion of its profits to its owners.

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Dividend
Dividend (Estimate)
Details

Dividend

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Dividend Overview

The dividend per year chart for Carlyle Group provides a comprehensive view of the annual dividends distributed to shareholders. Analyze the trend to understand the consistency and growth in dividend payouts over the years.

Interpretation and Use

A consistent or increasing trend in dividends can indicate the company's profitability and financial health. Investors can use this data to identify Carlyle Group’s potential for long-term investment and income generation through dividends.

Investment Strategy

Incorporate the dividend data in evaluating Carlyle Group's overall performance. A thorough analysis, considering other financial aspects, will help in making informed investment decisions for optimal capital growth and income generation.

Carlyle Group Dividend History

DateCarlyle Group Dividend
2026e1.53 undefined
2025e1.54 undefined
2024e1.56 undefined
20231.38 undefined
20221.22 undefined
20211 undefined
20201 undefined
20191.36 undefined
20181.24 undefined
20171.24 undefined
20161.68 undefined
20153.39 undefined
20141.88 undefined
20131.33 undefined
20120.27 undefined

Carlyle Group dividend payout ratio

In 2023, Carlyle Group had a payout ratio of 50.62%. The payout ratio indicates the percentage of the company's profits that Carlyle Group distributes as dividends.

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Payout ratio
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Payout ratio

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What is Yearly Payout Ratio?

The yearly payout ratio for Carlyle Group represents the proportion of earnings paid out as dividends to shareholders. It is an indicator of the company's financial health and stability, illustrating how much profit is being returned to investors versus being reinvested back into the company.

How to Interpret the Data

A lower payout ratio for Carlyle Group could mean that the company is reinvesting more into its growth, whereas a higher ratio indicates more earnings are being distributed as dividends. Investors seeking regular income might prefer companies with a higher payout ratio, while those looking for growth may opt for companies with a lower ratio.

Using the Data for Investments

Evaluate Carlyle Group's payout ratio in conjunction with other financial metrics and performance indicators. A sustainable payout ratio, coupled with strong financial health, can indicate a reliable dividend payout. However, a very high ratio might suggest the company is not sufficiently reinvesting in its future growth.

Carlyle Group Payout Ratio History

DateCarlyle Group Payout ratio
2026e41.28 %
2025e40.1 %
2024e33.13 %
202350.62 %
202236.57 %
202112.2 %
2020103.09 %
201948.23 %
2018151.22 %
201752.32 %
20168,400 %
2015-1,412.5 %
2014152.85 %
2013359.46 %
2012385.71 %
201150.62 %
201050.62 %
200950.62 %
200850.62 %
200750.62 %
200650.62 %
Unfortunately, there are currently no price targets and forecasts available for Carlyle Group.

Carlyle Group latest earnings and earnings surprises

DateEPS EstimateEPS ActualQuarterly report
6/30/20240.85 0.78  (-8.38 %)2024 Q2
3/31/20240.97 1.01  (4 %)2024 Q1
12/31/20230.8 0.86  (7.47 %)2023 Q4
9/30/20230.74 0.87  (17.44 %)2023 Q3
6/30/20230.69 0.88  (27.33 %)2023 Q2
3/31/20230.7 0.63  (-10.56 %)2023 Q1
12/31/20220.99 1.01  (1.58 %)2022 Q4
9/30/20221.1 1.42  (29.59 %)2022 Q3
6/30/20221.11 1.17  (5.39 %)2022 Q2
3/31/20221.04 0.74  (-28.76 %)2022 Q1
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Eulerpool ESG Scorecard© for the Carlyle Group stock

Eulerpool World ESG Rating (EESG©)

43/ 100

🌱 Environment

59

👫 Social

54

🏛️ Governance

17

Environment

Scope 1 - Direct Emissions
3,058
Scope 2 - Indirect emissions from purchased energy
2,954
Scope 3 - Indirect emissions within the value chain
14,889
Total CO₂ emissions
6,012
CO₂ reduction strategy
✅
Coal energy
❌
Nuclear power
❌
Animal experiments
❌
Fur & Leather
—
Pesticides
—
Palm Oil
—
Tobacco
❌
Genetically modified organisms
❌
Climate concept
—
Sustainable forestry
—
Recycling regulations
❌
Environmentally friendly packaging
❌
Hazardous substances
❌
Fuel consumption and efficiency
❌
Water consumption and efficiency
✅

Social

Percentage of female employees—
Percentage of women in management—
Percentage of Asian employees—
Share of Asian management—
Percentage of Hispanic/Latino employees—
Hispano/Latino Management share—
Percentage of Black employees—
Black Management Share—
Percentage of white employees—
White Management Share—
Adult content❌
Alcohol✅
Weapons—
Firearms
❌
Gambling❌
Military contracts❌
Human rights concept❌
Privacy concept—
Occupational health and safety✅
Catholic✅

Governance (Corporate Governance)

Environmental reporting✅
Stakeholder Engagement✅
Call Back Policies❌
Antitrust law❌

The Eulerpool ESG Scorecard© is the strictly copyrighted intellectual property of Eulerpool Research Systems. Any unauthorized use, imitation, or infringement will be actively pursued and may lead to significant legal consequences. For licenses, collaborations, or usage rights, please contact us directly via our contact form. Contact Form to us.

Carlyle Group shareholders

%
Name
Stocks
Change
Date
9.25491 % D'Aniello (Daniel A)32,982,64404/3/2023
8.97908 % Conway (William E. JR)31,999,64404/3/2023
8.20743 % Rubenstein David M29,249,64404/3/2023
6.95635 % The Vanguard Group, Inc.24,791,0421,754,00612/31/2023
5.60450 % Capital World Investors19,973,3313,33012/31/2023
5.16180 % BlackRock Institutional Trust Company, N.A.18,395,6229,212,96712/31/2023
3.11403 % William Blair Investment Management, LLC11,097,7952,220,36712/31/2023
2.36692 % Vulcan Value Partners, LLC8,435,231-1,377,94812/31/2023
2.21850 % State Street Global Advisors (US)7,906,2992,636,97912/31/2023
2.17394 % Morgan Stanley & Co. LLC7,747,502-3,478,15912/31/2023
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Carlyle Group Executives and Management Board

Mr. Christopher Finn65
Carlyle Group Chief Operating Officer
Compensation 6.53 M
Mr. Bruce Larson60
Carlyle Group Chief Human Resource Officer
Compensation 5.42 M
Mr. Jeffrey Ferguson57
Carlyle Group General Counsel
Compensation 4.14 M
Mr. William Conway73
Carlyle Group Non-Executive Co-Chairman of the Board (since 2023)
Compensation 500,000
Mr. Lawton Fitt69
Carlyle Group Lead Independent Director
Compensation 398,058
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Most common questions regarding Carlyle Group

What values and corporate philosophy does Carlyle Group represent?

The Carlyle Group Inc represents a set of values and corporate philosophy that drive its operations. With a strong focus on integrity, collaboration, and long-term partnerships, Carlyle strives to deliver innovative solutions and value to its clients. The company's investment philosophy is centered around creating opportunities and generating attractive returns through strategic investments and proactive management. By emphasizing teamwork and leveraging its global network, Carlyle fosters a culture of excellence and accountability. As a leading global investment firm, Carlyle Group Inc is committed to delivering superior results, building trusted relationships, and driving sustainable growth for its investors and partners.

In which countries and regions is Carlyle Group primarily present?

Carlyle Group Inc is primarily present in various countries and regions across the globe. With a global footprint, the company has a significant presence in the United States, Europe, Asia, and the Middle East. Carlyle operates through its numerous offices strategically located in major financial hubs, including New York, Washington D.C., London, Hong Kong, and Dubai. By having a widespread presence, Carlyle Group Inc can effectively access and explore investment opportunities across different markets, while leveraging its extensive network and expertise in various regions.

What significant milestones has the company Carlyle Group achieved?

Carlyle Group Inc has achieved several significant milestones throughout its history. Since its founding in 1987, the company has successfully established itself as a global alternative asset management firm. Notable milestones include the company's initial public offering (IPO) in 2012, which further solidified its position in the financial market. Carlyle Group has also expanded its global footprint by opening regional offices in key financial hubs worldwide, enhancing its ability to cater to a diverse range of clients. Additionally, the company has consistently been recognized for its expertise and received numerous industry awards, strengthening its reputation as a leader in the investment management industry.

What is the history and background of the company Carlyle Group?

The Carlyle Group Inc, founded in 1987, is a global investment firm based in Washington, D.C. It specializes in various sectors including aerospace, defense, healthcare, energy, infrastructure, real estate, technology, and more. With a long and successful history, Carlyle has built a reputation as a leading private equity and alternative asset management firm. Over the years, it has grown to become one of the largest investment firms globally, managing assets worth billions of dollars. Carlyle Group Inc is committed to providing strategic guidance and financial expertise to its portfolio companies, creating value and driving growth for its investors.

Who are the main competitors of Carlyle Group in the market?

The main competitors of Carlyle Group Inc in the market include Blackstone Group, Apollo Global Management, KKR & Co., and TPG Capital.

In which industries is Carlyle Group primarily active?

Carlyle Group Inc is primarily active in various industries including financial services, aerospace, defense, communications, energy, healthcare, technology, retail, and transportation. As a leading global investment firm, Carlyle Group Inc has a diverse portfolio and operates across multiple sectors, striving to create value and generate long-term returns for its investors. With its expertise and extensive network, Carlyle Group Inc continues to play a significant role in shaping and driving growth in these industries.

What is the business model of Carlyle Group?

Carlyle Group Inc. is a global investment firm with a diverse business model. The company focuses on alternative asset management, including private equity, credit, and real estate investments. Carlyle Group Inc. aims to create value by partnering with companies, helping them grow and generate long-term returns for its investors. With a strategic approach and extensive industry expertise, Carlyle Group Inc. identifies investment opportunities across various sectors and regions. By leveraging its vast network and resources, Carlyle Group Inc. actively manages its portfolio companies, providing operational support and strategic guidance. Through its versatile business model, Carlyle Group Inc. aims to drive sustainable growth and deliver attractive returns to its shareholders.

What is the P/E ratio of Carlyle Group 2024?

The Carlyle Group P/E ratio is 11.23.

What is the P/S ratio of Carlyle Group 2024?

The Carlyle Group P/S ratio is 3.97.

What is the AlleAktien quality score of Carlyle Group?

The AlleAktien quality score for Carlyle Group is 2/10.

What is the revenue of Carlyle Group 2024?

The expected Carlyle Group revenue is 3.92 B USD.

How high is the profit of Carlyle Group 2024?

The expected Carlyle Group profit is 1.39 B USD.

What is the business model of Carlyle Group

The Carlyle Group Inc. is a globally leading private equity firm headquartered in Washington, D.C. It is an investment company that invests in multiple industries and geographic locations. The company was founded in 1987 and has since acquired an impressive portfolio of companies. The business model of Carlyle Group is to raise capital from investors and invest this capital in various companies and industries. Carlyle offers various investment options such as private equity funds, energy, and real estate funds, which give investors the opportunity to invest in companies and industries worldwide. Private equity funds Private equity is Carlyle's core business. Carlyle invests in companies that have strong growth prospects or are in a transition stage and seeking help with expansion. Carlyle brings its extensive knowledge in corporate management and operational experience to improve the financial performance and operational efficiency of the companies it is involved in. Energy and natural resources Carlyle also operates energy and natural resource investments. In 2011, the company acquired the Marcellus Shale, the largest natural gas shale play in the United States. It operates a variety of energy assets, including those focused on renewable energy sources. Carlyle also manages global investments in commodities such as metals, energy resources, and agricultural products. Real estate Carlyle's real estate business operates globally and focuses on the office, retail, industrial, and hotel segments. The company acquires and manages real estate assets and leases that generate regular cash and capital returns. Company support Carlyle also supports companies in improving their financial performance by providing them access to resources and external experts. Carlyle works with companies to enhance the efficiency of their operational processes, optimize their products, and maximize their growth opportunities. Conclusion Carlyle Group is a leading private equity investor that invests in different industries and geographic locations. The company has acquired an impressive portfolio of companies and assets and takes pride in enhancing the financial performance and operational efficiency of the companies it is involved in. Carlyle offers its investors various investment options, including private equity funds, energy, and real estate funds, which provide them with the opportunity to invest in lucrative assets and achieve high returns.

What is the Carlyle Group dividend?

Carlyle Group pays a dividend of 1.22 USD distributed over payouts per year.

How often does Carlyle Group pay dividends?

The dividend cannot currently be calculated for Carlyle Group or the company does not pay out a dividend.

What is the Carlyle Group ISIN?

The ISIN of Carlyle Group is US14316J1088.

What is the Carlyle Group WKN?

The WKN of Carlyle Group is A2PXCR.

What is the Carlyle Group ticker?

The ticker of Carlyle Group is CG.

How much dividend does Carlyle Group pay?

Over the past 12 months, Carlyle Group paid a dividend of 1.38 USD . This corresponds to a dividend yield of about 3.19 %. For the coming 12 months, Carlyle Group is expected to pay a dividend of 1.54 USD.

What is the dividend yield of Carlyle Group?

The current dividend yield of Carlyle Group is 3.19 %.

When does Carlyle Group pay dividends?

Carlyle Group pays a quarterly dividend. This is distributed in the months of December, March, June, September.

How secure is the dividend of Carlyle Group?

Carlyle Group paid dividends every year for the past 15 years.

What is the dividend of Carlyle Group?

For the upcoming 12 months, dividends amounting to 1.54 USD are expected. This corresponds to a dividend yield of 3.57 %.

In which sector is Carlyle Group located?

Carlyle Group is assigned to the 'Finance' sector.

Wann musste ich die Aktien von Carlyle Group kaufen, um die vorherige Dividende zu erhalten?

To receive the latest dividend of Carlyle Group from 8/26/2024 amounting to 0.35 USD, you needed to have the stock in your portfolio before the ex-date on 8/16/2024.

When did Carlyle Group pay the last dividend?

The last dividend was paid out on 8/26/2024.

What was the dividend of Carlyle Group in the year 2023?

In the year 2023, Carlyle Group distributed 1.225 USD as dividends.

In which currency does Carlyle Group pay out the dividend?

The dividends of Carlyle Group are distributed in USD.

All fundamentals about Carlyle Group

Our stock analysis for Carlyle Group Revenue stock includes important financial indicators such as revenue, profit, P/E ratio, P/S ratio, EBIT, as well as information on dividends. We also assess aspects such as stocks, market capitalization, debt, equity, and liabilities of Carlyle Group Revenue. If you are looking for more detailed information on these topics, we offer comprehensive analyses on our subpages.