
- Price
- $46.97
- Day
- -1.63%
- Mkt Cap
- $16.91B
- 52W Range
- $39.60 – $69.85
- Volume
- 1.88M
- Beta
- 1.82

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Snapshot of fundamentals, performance, and 5D scores.
Business fundamentals and company information
The Carlyle Group Inc. is a leading global investment firm that employs both direct investment and fund-of-fund strategies. Its direct investment expertise is extensive, encompassing management-led leveraged buyouts, privatizations, and divestitures, as well as strategic minority equity investments. The firm also allocates capital to structured credit opportunities, global distressed and corporate situations, and small-to-middle market enterprises. Its venture and growth capital activities span the full spectrum, from seed/startup and early-stage funding to emerging growth, turnaround situations, mid-venture, late-venture, and Private Investment in Public Equity (PIPES). Carlyle structures its investments across four primary segments: Corporate Private Equity, Real Assets, Global Market Strategies, and Solutions. Carlyle's investment interests are remarkably broad, covering an extensive array of sectors worldwide. These include major industries like industrials (such as manufacturing, building products, chemicals, and metals), consumer and retail (including food and beverage, consumer products, and services), aerospace and defense, technology (covering software, semiconductors, and communications infrastructure), healthcare (services, pharmaceuticals, and medical devices), energy and power, real estate (from office and hotel properties to residential and specialized segments like student housing and senior living), financial services, transportation, telecommunications, media, business services, agribusiness, fintech, utilities, and gaming. The firm actively seeks out growing businesses, including those with overleveraged balance sheets. Typically, Carlyle aims to hold its investments for four to six years, although some may be held for three to five years, with specific mandates for automotive and transportation sector holdings also falling within the four-to-six-year range. With a significant global footprint, Carlyle actively invests across North America (including specific U.S. regions, Mexico, Argentina, Brazil, Chile, and Peru), Europe (encompassing Western, Central-Eastern, and Nordic regions), Asia (including India, Southeast Asia, Korea, Japan, and China), Australia, New Zealand, the Middle East, and both Sub-Saharan and North Africa. The firm has particular geographic interests, such as focusing on the food, financial, and healthcare industries in Western China, and in Japan, it specifically targets companies valued between $100 million and $150 million, avoiding those with over 1,000 employees. Financially, Carlyle typically commits $1 million to $50 million for venture investments and $50 million to $2 billion for buyouts. It targets companies with an enterprise value between $31.57 million and $1 billion, sales ranging from $10 million to $500 million, a market capitalization exceeding $50 million, and EBITDA between $5 million and $25 million. Carlyle is flexible regarding its ownership stake, often taking either a majority or a minority position, and frequently acts as the lead equity investor, originating and structuring transactions. The Carlyle Group Inc. was founded in 1987 and is headquartered in Washington, D.C. It maintains a robust global presence with additional offices in 21 countries across five continents: North America, South America, Asia, Australia, and Europe.
CEO
Harvey Mitchell Schwartz
Employees
2,500
Headquarters
Washington, DC, US
IPO Date
May 2012
Exchange
NASDAQ Global Select
Phone
202 729 5626
Recent price action and historical returns
Price performance over time
1 Day
-1.63%
5 Day
-4.32%
1 Month
-5.76%
3 Months
+8.03%
6 Months
-3.95%
YTD
-20.54%
1 Year
-27.66%
3 Years
+43.64%
5 Years
-6.23%
10 Years
+198.98%
How the business makes money, by product and geography
How revenue flows through the P&L: Products → Total Revenue → COGS → Gross Profit → operating costs (R&D, SG&A) → Operating Income → Tax / Interest → Net Income.
Five lenses on the stock. Click any card to dive deeper.
Business fundamentals
Competitive position
Model-based valuation (vs. price)
Wall Street sentiment
Smart money flows
How to read these dimensions
The five dimensions are independent lenses on a company, not a single combined score. Read them together rather than in isolation: where one dimension scores differently from the others is often the most useful place to focus your own research. Each score is built from rules and weights you can adjust, so treat them as a transparent starting point for your analysis, not a recommendation to buy or sell.
Recent news headlines and analyst price-target moves

Carlyle (CG) Down 2.3% Since Last Earnings Report: Can It Rebound?
Carlyle (CG) reported earnings 30 days ago. What's next for the stock?

Carlyle and Dynasty Equity Announce Closing of Minority Investments in the Seattle Seahawks
NEW YORK--(BUSINESS WIRE)--Carlyle (NASDAQ: CG) and Dynasty Equity today announced the closing of their minority investments in the Seattle Seahawks in support of the Khosla family's purchase of the team. The investments received approval from the National Football League (“NFL”) at the Special League Meeting on Wednesday, August 26. “The Seattle Seahawks are a special franchise with a deeply engaged fan base and strong roots in the Pacific Northwest,” said Ben Fund, Partner at Carlyle. “Our ex.

IVZ or CG: Which Is the Better Value Stock Right Now?
Investors with an interest in Financial - Investment Management stocks have likely encountered both Invesco (IVZ) and Carlyle Group (CG). But which of these two stocks presents investors with the better value opportunity right now?

Private equity firms Carlyle, Bain, Oaktree readying bids for Serie A international media unit, say sources
Carlyle and Bain are among private equity funds preparing to bid for a minority stake in a company holding the international media rights of Serie A, three sources familiar with the matter told Reuters, in the latest attempt from Italy's top-flight soccer league to bring in outside investors.

Carlyle Secured Lending: I'm Buying This 12% Yield For Cents On The Dollar
Carlyle Secured Lending remains a compelling "Buy" with a 12% yield and a 27% discount to NAV. CGBD's portfolio is largely senior secured, highly diversified, and maintains a low 0.6% non-accrual rate by fair value. Joint ventures are delivering high-teens returns and are expected to drive earnings growth as transaction activity recovers.
Carlyle price target lowered to $57 from $66 at Morgan Stanley
Carlyle price target lowered to $52 from $60 at BMO Capital
Carlyle price target raised to $56 from $52 at Evercore ISI
BMO Capital Reiterates Outperform Rating on The Carlyle Group LP (CG)
Carlyle price target raised to $71 from $65 at Barclays