Market Watch·6 days ago
14 value stocks of companies primed for rapid growth through 2028Let us begin with a midyear summary of index results that might surprise you in light of the triple-digit gains for so many growth stocks in the S&P 500.
The Carlyle Group Inc.(CG)Earnings, Financials & Key Ratios
CG•NASDAQ
$44.01
20.2× P/E·Price updated Jul 7, 2026
AboutThe 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).Show more
- EBITDA$1.34B-15.3%
- Net Income$809M-20.7%
- EPS (Diluted)2.18-21.3%
- Gross Margin65.93%-20.8%
- EBITDA Margin27.3%-29.3%
- Operating Margin26.19%-23.2%
- Net Margin16.51%-33.8%
- ROE12.07%-28.3%
CG Price & Volume
The Carlyle Group Inc. (CG) stock price & volume — 10-year historical chart
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Performance Fee Volatility Masks Structural Earnings Risk
Investment Thesis • Updated 2026Q1
VerdictNeutral
Growth:Mixed
Profitability:Strained
Financial:Adequate
Cash Flow:Deteriorating
Primary Risk:Cyclical realization fee volatility
Key Thesis Takeaways
- Carlyle's investment thesis is currently challenged by extreme earnings volatility driven by a structural reliance on lumpy realization events, which caused net margins to swing from 40.1% in 2024Q3 to -69.7% in 2026Q1.
- While the firm maintains a consistent dividend policy, the disconnect between accounting profits and cash generation—evidenced by an OCF/NI ratio of -0.26 in 2026Q1—suggests that shareholders face significant risks during exit droughts.
- Investors should monitor the firm's ability to scale fixed costs, as operating margins collapsed to -74.1% in the most recent quarter, potentially threatening long-term capital allocation stability.
Verdict Logic
while the forward P/E of 10.27 suggests potential value, the extreme volatility in cash flow and the 119.8M in stock-based compensation recorded in 2026Q1 warrant caution regarding the quality of earnings.
CG Growth Metrics
The Carlyle Group Inc. (CG) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Revenue CAGR
10 Years3.84%
5 Years18.07%
3 Years10.02%
TTM-
Profit CAGR
10 Years-
5 Years18.36%
3 Years-12.93%
TTM-49.62%
EPS CAGR
10 Years-
5 Years17.58%
3 Years-13.34%
TTM-50.43%
Return on Capital
10 Years6.53%
5 Years7.64%
3 Years2.82%
Last Year4.96%
CG Recent Earnings
The Carlyle Group Inc. (CG) EPS & revenue vs analyst estimates — last 4 quarters
●Beat EPS 7/12 qtrs (58%)●Beat Revenue 4/12 qtrs (33%)
Q2 2026Latest
May 6, 2026Metric
Actual
Est
EPS
$0.89-4.5%
$0.93
Rev
$751M-25.8%
$1.0B
Q1 2026
Feb 6, 2026Metric
Actual
Est
EPS
$1.01+1.4%
$1.00
Rev
$1.1B+4.0%
$1.1B
Q4 2025
Oct 31, 2025Metric
Actual
Est
EPS
$0.98-3.9%
$1.02
Rev
$781M-21.2%
$990M
Q3 2025
Aug 5, 2025Metric
Actual
Est
EPS
$0.91+2.5%
$0.89
Rev
$1.6B+73.9%
$905M
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | May 6, 2026 | $0.89vs $0.93-4.5% | $751Mvs $1.0B-25.8% |
| Q1 2026 | Feb 6, 2026 | $1.01vs $1.00+1.4% | $1.1Bvs $1.1B+4.0% |
| Q4 2025 | Oct 31, 2025 | $0.98vs $1.02-3.9% | $781Mvs $990M-21.2% |
| Q3 2025 | Aug 5, 2025 | $0.91vs $0.89+2.5% | $1.6Bvs $905M+73.9% |
Based on last 12 quarters of dataView full earnings history →
Latest CG News
Recent stock market news and headlines for The Carlyle Group Inc. (CG)
Globe News Wire·6 days ago
Surventis launches as an independent global leader in automotive coatings and surface treatmentMuenster, Germany, July 01, 2026 (GLOBE NEWSWIRE) -- Surventis, formerly BASF Coatings, today launched as an independent company, backed by global investment firm Carlyle in partnership with QIA, with BASF holding a 40 percent stakeWith around €3. 9 billion in annual sales, around 10,700 employees and more than 42,000 customers, Surventis ranks among the world's leading suppliers of coatings and surface treatment solutionsSurventis will strategically focus on reliability, quality, service, and performance for its customers Surventis, formerly BASF Coatings, today launched as an independent company, completing its carve-out from BASF.
GlobeNewsWire·6 days ago
Surventis launches as an independent global leader in automotive coatings and surface treatmentMuenster, Germany, July 01, 2026 (GLOBE NEWSWIRE) -- Surventis, formerly BASF Coatings, today launched as an independent company, backed by global investment firm Carlyle in partnership with QIA, with BASF holding a 40 percent stake With around €3.9 billion in annual sales, around 10,700 employees and more than 42,000 customers, Surventis ranks among the world's leading suppliers of coatings and surface treatment solutions Surventis will strategically focus on reliability, quality, service, and performance for its customers Surventis, formerly BASF Coatings, today launched as an independent company, completing its carve-out from BASF. With around €3.9 billion in annual sales and around 10,700 employees, Surventis is one of the world's leading suppliers of automotive coatings and surface treatment solutions.
Seeking Alpha·Jun 26, 2026
Carlyle Secured Lending: Major Revaluation OpportunityCarlyle Secured Lending cut its Q2'26 dividend by 12.5% to $0.35/share, aligning with industry peers facing similar pressures. CGBD's portfolio remains high quality, with a non-accrual ratio of just 0.9% (based off of fair value) and 83% of investments in first lien debt. Shares trade at a 34% discount to NAV, a steeper discount than peers, reflecting recent dividend cuts but presenting potential undervaluation.
Business Wire·Jun 17, 2026
Compliance Group Reveals iQuality, an AI-Native End-to-End Compliance Intelligence Solution for Life SciencesCHICAGO--(BUSINESS WIRE)-- #complianceg--Compliance Group (CG), a trusted leader in quality, validation, compliance, and digital transformation services for regulated industries, reveals iQuality, an AI-native quality and compliance platform designed to help life sciences organizations scale expert judgment, strengthen compliance oversight, and accelerate operational excellence. Most regulated organizations face three disconnected problems—and no single system was built to solve all of them: Outdated, inconsi.
Peers Comparison
Key metrics vs top competitors for The Carlyle Group Inc. (CG)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $44.01 | $15.9B | 20.19 | 19.8% | 16.51% | 12.07% | 3.09% | |
| $120.88 | $94.7B | 31.15 | 21.58% | 20.38% | 14.25% | — | |
| $95.14 | $85.42B | 40.66 | -10.99% | 14.82% | 3.84% | — | |
| $119.33 | $68.8B | 16.44 | 16.03% | 7.24% | 5.52% | — | |
| $120.70 | $39.64B | 61.58 | 66.55% | 9.87% | 7.34% | — | |
| $42.42 | $16.26B | 35.06 | 77.91% | 0.51% | 0.41% | — |
Compare CG vs Peers
The Carlyle Group Inc. (CG) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
CG SEC Filings & Documents
The Carlyle Group Inc. (CG) SEC filings — annual & quarterly reports (10-K, 10-Q)
8-K Announcements
6Material company update
May 7, 2026·SEC
Material company update
Feb 26, 2026·SEC
Material company update
Feb 6, 2026·SEC
10-K Annual Reports
210-Q Quarterly Reports
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CG Frequently Asked Questions
The Carlyle Group Inc. (CG) stock FAQ — growth, dividends, profitability & financials explained
Growth & Financials
What is The Carlyle Group Inc.'s revenue?
The Carlyle Group Inc. (CG) reported $3.99B in revenue for fiscal year 2025.
How fast is The Carlyle Group Inc. growing?
The Carlyle Group Inc. (CG) grew revenue by 19.8% over the past year. This is strong growth.
Is CG profitable?
Yes, The Carlyle Group Inc. (CG) is profitable, generating $546.5M in net income for fiscal year 2025 (16.5% net margin).
Dividend & Returns
Does CG pay dividends?
Yes, The Carlyle Group Inc. (CG) pays a dividend with a yield of 3.09%. This makes it attractive for income-focused investors.
What is CG's return on equity?
The Carlyle Group Inc. (CG) has a return on equity (ROE) of 12.1%. This is reasonable for most industries.
What is The Carlyle Group Inc.'s free cash flow?
The Carlyle Group Inc. (CG) had negative free cash flow of $1.35B in fiscal year 2025, likely due to heavy capital investments.