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Stock Research: The Carlyle Group

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The Carlyle Group

NSQ:CG US14309L1026
16
  • Value
    45
  • Growth
    18
  • Safety
    Safety
    24
  • Combined
    13
  • Sentiment
    51
  • 360° View
    360° View
    16
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Company Description

The Carlyle Group Inc. is a global investment company operating in private equity, credit, and investment solutions. It advises buyout, middle market, growth capital funds, real estate funds, and infrastructure and natural resources funds. It operates globally. In the last fiscal year, the company had a market cap of $21,014 million, profits of $3,378 million, and revenue of $5,426 million with 2300 employees.

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ANALYSIS: With an Obermatt 360° View of 16 (better than 16% compared with alternatives), overall professional sentiment and financial characteristics for the stock The Carlyle Group are critical, mostly below average. The 360° View is based on consolidating four consolidated indicators, with three out of four indicators below average for The Carlyle Group. The consolidated Sentiment Rank has a good rank of 51, which means that professional investors are more optimistic about the stock than for 51% of alternative investment opportunities. But all other ranks are below average. The consolidated Value Rank has a rank of 45, which means that the share price of The Carlyle Group is on the higher side compared with typical size in indicators such as revenues, profits, and invested capital. The consolidated Growth Rank also has a low rank of 18, meaning that the company exhibits below-average growth momentum when looking at financial metrics such as revenue, profit, invested capital growth, and stock returns. This means that growth is lower than for 18% of competitors in the same industry. Finally, the consolidated Safety Rank has a riskier rank of 24 which means that the company has a riskier financing structure than 76% comparable companies when looking at the amount of its debt, its refinancing requirements, and its ability to service debt. ...read more

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Strongest Rank Revenue Growth
Weakest Rank Refinancing
Country USA
Industry Asset Management & Custody
Size X-Large
Website carlyle.com
Index
NASDAQ
S&P MIDCAP
The Carlyle Group stock price by TradingView. Not sourced by Obermatt.
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The higher the 360° View, the better the stock performed against its peers, considering all metrics. The 360° View represents an average of the other 5 ranks and is then scaled to a rank from 1 to 100. The shaded values are illustrative only.
Last update: 3-Nov-2026.

Make Sense of the Ranks

The higher, the better. For every stock, we judge its performance against its peers and rank it on a scale of 1 to 100. These ranks are percentiles: a rank of 75 means the company outperforms 75% of its peers in that specific area. The higher the rank, the better the stock stacks up against its peers.

Value
Identifies how good a value the stock is.
Good Value Expensive
Combined
Consolidated view across Value, Growth, and Safety.
Good Tread Carefully
Growth
Shows a company's growth potential.
High Growth Tough Times
Sentiment
Shows what the market thinks of a stock.
Positive Sentiment Skepticism
Safety
Safety
Assesses how financially secure a company is.
Well-Financed High Leverage
360° View
360° View
Holistic stock analysis: all key non-/financial metrics
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Detailed and Historical Ranks

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Metrics Current 2025 2024 2023
Value
45 57 56 48
Growth
18 63 87 93
Safety
Safety
24 52 22 45
Sentiment
51 11 27 32
360° View
360° View
16 30 34 58
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Metrics Current 2025 2024 2023
Analyst Opinions
40 43 51 81
Opinions Change
50 6 69 50
Pro Holdings
n/a 8 8 8
Market Pulse
77 72 22 26
Sentiment
51 11 27 32
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Metrics Current 2025 2024 2023
Value
45 57 56 48
Growth
18 63 87 93
Safety Safety
24 52 22 45
Combined
13 78 51 76
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Metrics Current 2025 2024 2023
Price vs. Sales (P/S)
46 41 42 34
Price vs. Earnings (P/E)
44 67 74 62
Price vs. Book (P/B)
41 42 27 25
Dividend Yield
69 63 71 83
Value
45 57 56 48
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Metrics Current 2025 2024 2023
Revenue Growth
10 72 96 8
Profit Growth
66 65 10 98
Capital Growth
15 70 86 83
Stock Returns
23 31 85 90
Growth
18 63 87 93
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Metrics Current 2025 2024 2023
Leverage
11 32 29 23
Refinancing
81 69 57 50
Liquidity
30 50 16 71
Safety Safety
24 52 22 45

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Frequently Asked
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Only the professional market sentiment is positive. The stock is expensive, has low growth, and low financial safety. This is a weak investment proposition. Only a small, highly-speculative investment may be justified by investors who strongly believe the positive sentiment points to an positive future.

Obermatt provides unbiased stock analysis as a completely independent third party. We have no conflicts of interest with individual stock titles. Our data-driven analysis is based on algorithms honed over twelve years, giving you analysis that is free from personal bias and conflicts of interest.

The 360° View Rank indicates a company's overall performance across all major financial and non-financial metrics tracked by Obermatt. A 360° View Rank of 75 means the company is more well-rounded than 75% of similar companies. A high score indicates that the company is strong across the board; it is attractively priced, growing sustainably, financially stable, and well-regarded by the market. Learn more.

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