Carlyle Group (The) (CG)
Financials
Carlyle is one of the world's largest diversified global investment firms managing $477 billion across private equity, credit, and alternative investment solutions.
What Carlyle Group (The) does
Carlyle is a global investment firm that deploys private capital across three business segments: Global Private Equity (including buyout, growth, real estate, infrastructure, and natural resources funds), Global Credit (direct lending, structured credit, CLOs, and capital markets strategies), and Carlyle AlpInvest (secondaries, portfolio finance, and co-investment solutions). As of December 31, 2025, the firm manages $477 billion in assets under management with over 2,500 employees and 770 investment professionals operating across 27 offices in four continents, serving more than 3,200 active carry fund investors from 87 countries. The firm generates revenue primarily through management fees on AUM and carried interest performance fees.
Themes: ["Private equity","Credit / direct lending","Real estate investing","Infrastructure investing","Secondaries / fund-of-funds","Structured credit / CLOs","Carry fund management","Alternative asset management"]
Fundamentals
- Price$44.18 as of 2026-07-09 close
- Market cap$15.9B as of 2026-07-10
- 1-year return-22.3% as of 2026-07-09 close
- P/E29.15 as of 2026-07-10
- Net margin+13.5% as of 2026-07-10
- Gross margin+70.2% as of 2026-07-10
- ROE+9.7% as of 2026-07-10
- Debt / equity2.62 as of 2026-07-10
- Revenue growth (YoY)-28.9% as of 2026-07-10
- Revenue CAGR (3y)+2.5% SEC XBRL
- Beta1.84 as of 2026-07-10
Dividend: yield +3.3%; 3-year non-decreasing per-share dividend streak (SEC XBRL).
Key risks (from latest filing)
["Revenue declined 28.89% year-over-year as of mid-2026, indicating significant headwinds in AUM growth or deployment activity in recent periods.","Dependence on carried interest and performance fees, which are highly cyclical and tied to investment performance and market conditions affecting portfolio company exits.","Market volatility, interest rate changes, and economic slowdown could impact the ability to deploy capital, realize proceeds, and attract new fund commitments from limited partners."]
Fundamentals: Finnhub, as of 2026-07-10. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-09.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date.