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CG · Carlyle Group Inc. · Metrics

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$37.31 +0.75 (+2.05%)
S&P 400 member Russell 1000 member Rebalance outlook locked
Market Cap
$13.29B
Shares
356.33M
Volume · Oct 20 2.99M Avg daily vol (3M) 3.64M

CG metrics

90 of 122 screener metrics currently available.

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Market overview

2 metrics
Share price
$37.31
Market cap
$13.29B

Price action

20 metrics
Price change (1W)
-4.4%
Price change (30D)
-10.5%
Price change (3M)
-18.3%
Price change (6M)
-30.4%
Price change (YTD)
-38.1%
Price change (1Y)
-36.0%
Trailing year
Price change (5Y)
-31.0%
52-week high
$66.12
52-week low
$35.77
Change from 52-week high
-44.7%
Change from 52-week low
+2.2%
Annualized volatility
36.6%
Annualized volatility (3M)
34.8%
Beta
1.5
RSI (14D)
31.5
Price vs SMA 50
-15.5%
Price vs SMA 200
-24.4%
Avg volume (3M)
3.62M
Relative volume
0.6
Average dollar volume
$160.53M

Company

3 metrics
Sector
Financial Services
Industry
Asset Management
Shares outstanding
356.33M

Valuation

12 metrics
P / E (TTM)
38.1
Trailing earnings · reciprocal yield 2.6%
PEG ratio
—
EV / revenue
—
EV / EBITDA
—
EV / EBIT
—
P / sales
3.6×
reciprocal yield 27.7%
P / book
1.8
reciprocal yield 55.4%
FCF yield
-31.6%
TTM · current market cap
Buyback yield
7.0%
P / FCF
—
P / operating cash flow
—
Earnings yield
2.8%

Historical valuation

8 metrics
P / E historical average (3Y)
46.0×
reciprocal yield 2.2%
P / E historical average (5Y)
29.2×
reciprocal yield 3.4%
EV / revenue historical average (3Y)
3.0×
reciprocal yield 33.8%
EV / revenue historical average (5Y)
3.5×
reciprocal yield 28.8%
EV / EBIT historical average (3Y)
—
EV / EBIT historical average (5Y)
—
EV / EBITDA historical average (3Y)
—
EV / EBITDA historical average (5Y)
—

Dividends & buybacks

7 metrics
Dividend yield
3.8%
Trailing 12 months
Payout ratio
138.6%
Shareholder yield
10.9%
Dividend / share (TTM)
$1.40
Dividend growth YoY
+0.0%
Dividend growth streak
0
Last ex-dividend
2026-08-17

Earnings calendar

2 metrics
Next earnings
2026-11-05
Last earnings
2026-08-05

Profitability

9 metrics
Gross margin
—
Operating margin
—
Trailing 12 months
Net margin
10.1%
Gross profit (TTM)
$3.13B
Operating profit (TTM)
—
Net income (TTM)
$363.90M
Trailing 12 months
Diluted EPS (TTM)
$0.96
FCF margin
-114.2%
Effective tax rate
15.8%

Per share

11 metrics
Revenue per diluted share (TTM)
$9.74
Gross profit per diluted share (TTM)
—
Operating profit per diluted share (TTM)
—
EBITDA per diluted share (TTM)
—
Net income per diluted share (TTM)
$0.97
Operating cash flow per diluted share (TTM)
$-10.80
Free cash flow per diluted share (TTM)
$-11.14
Capital expenditures per diluted share (TTM)
$0.34
R&D per diluted share (TTM)
—
Stock compensation per diluted share (TTM)
$1.12
Book value per share
$19.75

Growth

11 metrics
Revenue growth YoY
-28.6%
Year over year
Net income growth YoY
-57.1%
Revenue (TTM)
$3.61B
Trailing 12 months
EPS growth YoY
-57.5%
Shares change YoY
+0.1%
Year over year · more shares
Revenue CAGR (3Y)
+2.5%
Revenue CAGR (5Y)
+10.2%
EPS CAGR (3Y)
-13.3%
EPS CAGR (5Y)
+17.6%
FCF CAGR (3Y)
—
FCF CAGR (5Y)
—

Quality

14 metrics
Return on equity
5.0%
Return on assets
1.3%
Debt / equity
—
Current ratio
—
EBITDA (TTM)
—
Free cash flow (TTM)
−$4.12B
Quick ratio
—
Interest coverage
—
Net debt / EBITDA
—
Return on invested capital
—
Trailing 12 months
Net cash
—
Latest balance sheet
Cash & equivalents
$1.26B
Total assets
$28.20B
Total debt
—

Cash flow & spend

7 metrics
Operating cash flow (TTM)
−$4.00B
Capital expenditures (TTM)
$125.30M
R&D (TTM)
—
SG&A (TTM)
—
Stock compensation (TTM)
$414.10M
R&D / revenue
—
Stock compensation / revenue
11.5%

Ownership (13F)

9 metrics
13F filers
593
13F filer change QoQ
-20
Institutional ownership
67.5%
Conviction holders (share of 13F filers)
0.3%
Crowding (high-turnover and private-fund holders)
18.5%
Private-fund adviser ownership
17.7%
Active holders' share change QoQ
-7.2%
Holder tenure
15.0
Price vs estimated holder cost
-3.4%

Ownership (registered funds)

1 metrics
Index-fund ownership
13.7%

Short interest

3 metrics
Short interest
6.2%
Latest settlement · 6.2 days to cover
Days to cover
6.2d
Short-squeeze score
68 / 100

Insider activity

2 metrics
Net insider buying (90D)
−$17.10M
Insider-sentiment score
23 / 100

Risk flags

1 metrics
Going concern
—
Key facts CIK 1527166 CUSIP 14316J108 13F (30d) 90 filings 83 filers Visit website Investor relations