Price | 1W % | 1M % | 3M % | 6M % | 1Y % | YTD % |
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AI Generated Qualitative Analysis

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Learn about The Carlyle Group Inc.
The Carlyle Group Inc. News
May 20, 2025 - globenewswire.com
Carlyle Credit Income Fund Announces Second Quarter Financial Results and Declares Monthly Common and Preferred Dividends
May 19, 2025 - businesswire.com
StandardAero Announces Secondary Offering of 30,000,000 Shares of Common Stock by Affiliates of The Carlyle Group Inc. and GIC
The Carlyle Group Inc. Quantitative Score

About The Carlyle Group Inc.
The Carlyle Group Inc. is an investment firm specializing in direct and fund of fund investments. Within direct investments, it specializes in management-led/ Leveraged buyouts, privatizations, divestitures, strategic minority equity investments, structured credit, global distressed and corporate opportunities, small and middle market, equity private placements, consolidations and buildups, senior debt, mezzanine and leveraged finance, and venture and growth capital financings, seed/startup, early venture, emerging growth, turnaround, mid venture, late venture, PIPES. The firm invests across four segments which include Corporate Private Equity, Real Assets, Global Market Strategies, and Solutions. The firm typically invests in industrial, agribusiness, ecological sector, fintech, airports, parking, Plastics, Rubber, diversified natural resources, minerals, farming, aerospace, defense, automotive, consumer, retail, industrial, infrastructure, energy, power, healthcare, software, software enabled services, semiconductors, communications infrastructure, financial technology, utilities, gaming, systems and related supply chain, electronic systems, systems, oil and gas, processing facilities, power generation assets, technology, systems, real estate, financial services, transportation, business services, telecommunications, media, and logistics sectors. Within the industrial sector, the firm invests in manufacturing, building products, packaging, chemicals, metals and mining, forestry and paper products, and industrial consumables and services. In consumer and retail sectors, it invests in food and beverage, retail, restaurants, consumer products, domestic consumption, consumer services, personal care products, direct marketing, and education. Within aerospace, defense, business services, and government services sectors, it seeks to invest in defense electronics, manufacturing and services, government contracting and services, information technology, distribution companies. In telecommunication and media sectors, it invests in cable TV, directories, publishing, entertainment and content delivery services, wireless infrastructure/services, fixed line networks, satellite services, broadband and Internet, and infrastructure. Within real estate, the firm invests in office, hotel, industrial, retail, for sale residential, student housing, hospitality, multifamily residential, homebuilding and building products, and senior living sectors. The firm seeks to make investments in growing business including those with overleveraged balance sheets. The firm seeks to hold its investments for four to six years. In the healthcare sector, it invests in healthcare services, outsourcing services, companies running clinical trials for pharmaceutical companies, managed care, pharmaceuticals, pharmaceutical related services, healthcare IT, medical, products, and devices. It seeks to invest in companies based in Sub-Saharan focusing on Ghana, Kenya, Mozambique, Botswana, Nigeria, Uganda, West Africa, North Africa and South Africa focusing on Tanzania and Zambia; Asia focusing on Pakistan, India, South East Asia, Indonesia, Philippines, Vietnam, Korea, and Japan; Australia; New Zealand; Europe focusing on France, Italy, Denmark, United Kingdom, Germany, Austria, Belgium, Finland, Iceland, Ireland, Netherlands, Norway, Portugal, Spain, Benelux , Sweden, Switzerland, Hungary, Poland, and Russia; Middle East focusing on Bahrain, Jordan, Kuwait, Lebanon, Oman, Qatar, Saudi Arabia, Turkey, and UAE; North America focusing on United States which further invest in Southeastern United States, Texas, Boston, San Francisco Bay Area and Pacific Northwest; Asia Pacific; Soviet Union, Central-Eastern Europe, and Israel; Nordic region; and South America focusing on Mexico, Argentina, Brazil, Chile, and Peru. The firm seeks to invest in food, financial, and healthcare industries in Western China. In the real estate sector, the firm seeks to invest in various locations across Europe focusing on France and Central Europe, United States, Asia focusing on China, and Latin America. It typically invests between $1 million and $50 million for venture investments and between $50 million and $2 billion for buyouts in companies with enterprise value of between $31.57 million and $1000 million and sales value of $10 million and $500 million. It seeks to invest in companies with market capitalization greater than $50 million and EBITDA between $5 million to $25 million. It prefers to take a majority or a minority stake. It typically holds its investments for three to five years. Within automotive and transportation sectors, the firm seeks to hold its investments in for four to six years. While investing in Japan, it does not invest in companies with more than 1,000 employees and prefers companies' worth between $100 million and $150 million. The firm originates, structures, and acts as lead equity investor in the transactions. The Carlyle Group Inc. was founded in 1987 and is based in Washington, District of Columbia with additional offices in 21 countries across 5 continents (North America, South America, Asia, Australia and Europe).
The Carlyle Group Inc. Earnings & Revenue
The Carlyle Group Inc. Financials
Table Compare
Compare CG metrics with: | |||
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Earnings & Growth | CG | None | |
EPS (TTM) YoY Growth | -- | -- | |
Revenue (TTM) YoY Growth | -- | -- | |
Valuation (TTM) | CG | None | |
Price/Earnings Ratio | -- | -- | |
Price/Sales Ratio | -- | -- | |
Profitability & Efficiency (TTM) | CG | None | |
Net Profit Margin | -- | -- | |
Return on Equity | -- | -- | |
Financial Health (TTM) | CG | None | |
Debt/Assets Ratio | -- | -- | |
Assets/Liabilities Ratio | -- | -- | |
The Carlyle Group Inc. Income
The Carlyle Group Inc. Balance Sheet
The Carlyle Group Inc. Cash Flow
The Carlyle Group Inc. Financials Over Time
Analysts Rating
Strong Buy
Buy
Hold
Sell
Strong Sell
Metrics Scores
Metrics | Score |
---|---|
Discounted Cash Flows | Strong Sell |
Return on Equity | Strong Buy |
Return on Assets | Strong Buy |
Debt/Equity Ratio | Strong Sell |
Price/Earnings Ratio | Sell |
Price/Book Ratio | Strong Sell |
Price Targets
Disclaimer: This 3rd party analysis information is for reference only and does not constitute investment advice.
The Carlyle Group Inc. Dividends
Yield (TTM) | Dividend (TTM) | |
---|---|---|
Infinity% | 1.4000 |
Payment Date | Dividend | Frequency |
---|---|---|
2025-05-27 | 0.35 | Quarterly |
2025-02-28 | 0.35 | Quarterly |
2024-11-25 | 0.35 | Quarterly |
2024-08-26 | 0.35 | Quarterly |
2024-05-21 | 0.35 | Quarterly |
The Carlyle Group Inc. Valuation
Project future cash flows and get the intrinsic value per share.
Historical Market Cap
Shares Outstanding
The Carlyle Group Inc. Executives
Name | Role |
---|---|
Mr. Harvey Mitchell Schwartz | Chief Executive Officer & Director |
Ms. Lindsay P. Lobue | Chief Operating Officer, MD & Partner |
Mr. John Christopher Redett | Chief Financial Officer & Head of Corporate Strategy |
Mr. Christopher Finn | Senior Advisor |
Mr. Jeffrey William Ferguson | MD & General Counsel |
Name | Role | Gender | Date of Birth | Pay |
---|---|---|---|---|
Mr. Harvey Mitchell Schwartz | Chief Executive Officer & Director | Male | 1965 | 7.08M |
Ms. Lindsay P. Lobue | Chief Operating Officer, MD & Partner | Female | 1975 | 2.91M |
Mr. John Christopher Redett | Chief Financial Officer & Head of Corporate Strategy | Male | 1968 | 2.51M |
Mr. Christopher Finn | Senior Advisor | Male | 1.84M | |
Mr. Jeffrey William Ferguson | MD & General Counsel | Male | 1966 | 1.47M |
The Carlyle Group Inc. Insider Trades
Date | 1 May |
Name | FILLER LINDA |
Role | Director |
Transaction | Acquired |
Type | A-Award |
Shares | 5235 |
Date | 1 May |
Name | BESCHLOSS AFSANEH MASHAYEKHI |
Role | Director |
Transaction | Acquired |
Type | A-Award |
Shares | 5235 |
Date | 1 May |
Name | SHAW WILLIAM JOSEPH |
Role | Director |
Transaction | Acquired |
Type | A-Award |
Shares | 5235 |
Date | 1 May |
Name | ORDAN MARK S |
Role | Director |
Transaction | Acquired |
Type | A-Award |
Shares | 5235 |
Date | 1 May |
Name | Cherwoo Sharda |
Role | Director |
Transaction | Acquired |
Type | A-Award |
Shares | 5235 |
Date | Name | Role | Transaction | Type | Shares |
---|---|---|---|---|---|
1 May | FILLER LINDA | Director | Acquired | A-Award | 5235 |
1 May | BESCHLOSS AFSANEH MASHAYEKHI | Director | Acquired | A-Award | 5235 |
1 May | SHAW WILLIAM JOSEPH | Director | Acquired | A-Award | 5235 |
1 May | ORDAN MARK S | Director | Acquired | A-Award | 5235 |
1 May | Cherwoo Sharda | Director | Acquired | A-Award | 5235 |