The Carlyle Group Inc. CG
Composite 37/100; the shares have moved about 37% annualised. Names that move more contribute more risk for the same amount invested, and our composite reflects how strong the evidence for this one is right now.
Valuation ranks 26/100 — a moderate mark against it.
Income ranks 72/100 — a moderate point in its favour.
Valuation ranks 26/100 — a moderate mark against it. Balance-sheet strength ranks 34/100 — a moderate mark against it. Momentum ranks 35/100 — a moderate mark against it.
What the company does The Carlyle Group Inc. (CG) is an alternative asset manager with four segments: Corporate Private Equity, Real Assets, Global Market Strategies, and Solutions. It invests across private equity, credit, real estate, and infrastructure, targeting sectors like aerospace, healthcare, fintech, and energy.
Key financials CG’s profitability metrics are mixed: ROE 9%, ROA 2%, ROCE 3%, and net margins 17%. Revenue growth is -94%, but EPS growth is 70%. Leverage is high (Debt/Equity 2.0), with an interest coverage of 1.84 and current ratio of 2.0. Dividend yield is 3%, but payout ratio is 96%.
Stock health Momentum is weak: -4% (3m), -24% (6m), -26% (12m), and -34% below its 52-week high. RSI(14) is 52, indicating neutral momentum. Sideravia scores it weak on quality (33), growth (28), and momentum (19), but fair on valuation (56) and strong on income (67).
Price vs fair value CG trades at a **discount** of 33% to our fair-value estimate of 60.35 and a **discount** of 23% to the 12-month target of 55.59. - Weak quality and momentum scores (Sideravia). - High leverage and low interest coverage (Key financials). - Sector update highlights financial stock declines (MT Newswires). - Recent redemption demand decline in Carlyle Credit Solutions BDC (Pitchbook).
Looking forward Forward P/E of 11.3x (vs. trailing 31.1x) suggests valuation support, but weak growth (PEG 0.06) and high payout ratio (96%) limit upside. Strategic moves, like the Wealth Enhancement Group bid, may signal opportunistic growth (Pitchbook, Private Banker International).
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Data as of 2026-09-03, compiled from third-party sources; errors and delays are possible and figures are not warranted. Investing puts your capital at risk; past performance does not predict future results. We publish our full track record, including the calls that lost, and our conflicts of interest.