Carlyle Group (CG)$45.43
Market Cap: 14.62 BCurrency: USD
Research Snapshot
Static fundamentals, valuation context, and investor signals for Carlyle Group (CG).
FINANCIAL
ASSET MANAGEMENT
DCF ready
Valuation
-3.7x
EV/FCF, N/A FCF yield
Quality
11.5%
ROIC, -70.6% FCF margin
Growth
10.2%
5Y sales (revenue) CAGR
Balance sheet
0.0x
Debt/equity, N/A current ratio
Superinvestors
4
Top: John Rogers (2.2%)
Strengths to research
- Revenue compounded at 10.2% over five years.
- Debt/equity looks manageable at 0.0x.
- 4 tracked superinvestors report a position.
- 10 annual periods are available for trend analysis.
Watchouts
- Free cash flow margin is negative at -70.6%.
Annual data: 10 periods
Quarterly data: 24 periods
Stock snapshot: May 25, 2026
Static dataset: May 25, 2026
Quality Scorecard
Build-time composite score for CG.
Grade D
41
/ 100
Peer Comparison
Target stock against 8 market-cap comparable peers.
Heat map: red worst to green best
| CG Target | Carlyle Group | $14.6B | 20.8x | -3.7x | 11.5% | 10.2% | -70.6% | N/A | N/A | N/A |
| EQH | Equitable Holdings Inc. | $15.3B | -8.8x | 4.0x | N/A | -1.2% | 6.1% | N/A | N/A | N/A |
| CRBG | Corebridge Financial Inc. | $16.9B | -40.8x | 8.1x | -2.8% | 4.2% | 10.9% | N/A | N/A | N/A |
| PFG | Principal Financial Group | $17.2B | 19.8x | 3.7x | 7.9% | 1.2% | 29.0% | N/A | N/A | N/A |
| NTRS | Northern Trust Corp. | $18.9B | 19.2x | 2.4x | 13.4% | 4.7% | 108.8% | N/A | N/A | N/A |
| TROW | T. Rowe Price Group | $20.2B | 11.2x | 11.4x | 19.2% | 3.3% | 20.2% | N/A | -1.5x | N/A |
| BEN | FRANKLIN RESOURCES, INC. | $10.5B | 34.1x | 10.2x | 3.6% | 9.5% | 10.4% | N/A | -1.7x | N/A |
| SEIC | SEI Investments | $10.0B | 16.1x | 16.3x | 29.2% | 6.4% | 25.5% | 35.2% | -0.6x | N/A |
| HLNE | Hamilton Lane Inc. CL A | $9.1B | N/A | 21.6x | 20.9% | 17.3% | 55.2% | N/A | N/A | N/A |
Financial Charts
No financial data available for CG (annual).
4 superinvestors own CG
Current quarter ownership and quarter-over-quarter share changes.
Superinvestor ownership
| Fund | Shares | Value | % Portfolio | QoQ Change |
|---|---|---|---|---|
| Bill Nygren Oakmark Select Fund | 16,583,907 | $802M | 1.07% | 0.0% |
| John Rogers Ariel Appreciation Fund | 3,981,757 | $193M | 2.16% | 0.0% |
| Thomas Gayner Markel Group | 1,327,000 | $64M | 0.54% | 0.0% |
| Bill Miller Miller Value Partners | 40,000 | $2M | 0.51% | 0.0% |