Home Stock

Stock Research: The Carlyle Group

Independent, rules-based stock research to judge this stock's true performance: Cut through market noise and find high-growth or high-value gems from 8,000+ stocks worldwide.

The Carlyle Group

NSQ:CG US14309L1026
46
  • Value
    52
  • Growth
    46
  • Safety
    Safety
    40
  • Combined
    55
  • Sentiment
    55
  • 360° View
    360° View
    46
Unlock
What factors are driving this 360° View?
Subscribe to View
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.

more

ANALYSIS: With an Obermatt 360° View of 46 (better than 46% compared with alternatives), overall professional sentiment and financial characteristics for the stock The Carlyle Group are below the industry average. The 360° View is based on consolidating four consolidated indicators, with half the metrics below and half above average for The Carlyle Group. The consolidated Value Rank has an attractive rank of 52, which means that the share price of The Carlyle Group is on the lower side compared with the typical size in indicators such as revenues, profits, and invested capital. This means that the stock price is lower than for 52% of alternative stocks in the same industry. The consolidated Sentiment Rank has a good rank of 55, which means that professional investors are more optimistic about the stock than for 55% of alternative investment opportunities. But the consolidated Growth Rank has a low rank of 46, which means that the company exhibits below-average growth momentum when looking at financial metrics such as revenue, profit, invested capital growth, and stock returns. The consolidated Safety Rank has a riskier rank of 40, meaning the company has a riskier financing structure than 60 comparable companies when looking at the amount of its debt, its refinancing requirements, and its ability to service debt. ...read more

more
Strongest Rank Leverage
Weakest Rank Capital Growth
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.
Similar Add to Watchlist Similar See Similar Stocks
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: 23-Jun-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
Good Watch Out

Detailed and Historical Ranks

Deep dive into 15 detailed ranks and 3 years of history. Unlock the analysis.

Unlock Ranks

Unlock all 15 detailed ranks and historical data for 6,500+ stocks.

Subscribe to Unlock
Metrics Current 2025 2024 2023
Value
52 57 56 48
Growth
46 63 87 93
Safety
Safety
40 52 22 45
Sentiment
55 11 27 32
360° View
360° View
46 30 34 58
Unlock Similar Stocks

Unlock all 15 detailed ranks and historical data for 6,500+ stocks.

Subscribe to Unlock
Metrics Current 2025 2024 2023
Analyst Opinions
44 43 51 81
Opinions Change
50 6 69 50
Pro Holdings
n/a 8 8 8
Market Pulse
61 72 22 26
Sentiment
55 11 27 32
Unlock Similar Stocks

Unlock all 15 detailed ranks and historical data for 6,500+ stocks.

Subscribe to Unlock
Metrics Current 2025 2024 2023
Value
52 57 56 48
Growth
46 63 87 93
Safety Safety
40 52 22 45
Combined
55 78 51 76
Unlock Similar Stocks

Unlock all 15 detailed ranks and historical data for 6,500+ stocks.

Subscribe to Unlock
Metrics Current 2025 2024 2023
Price vs. Sales (P/S)
46 41 42 34
Price vs. Earnings (P/E)
67 67 74 62
Price vs. Book (P/B)
38 42 27 25
Dividend Yield
63 63 71 83
Value
52 57 56 48
Unlock Similar Stocks

Unlock all 15 detailed ranks and historical data for 6,500+ stocks.

Subscribe to Unlock
Metrics Current 2025 2024 2023
Revenue Growth
18 72 96 8
Profit Growth
79 65 10 98
Capital Growth
82 70 86 83
Stock Returns
41 31 85 90
Growth
46 63 87 93
Unlock Similar Stocks

Unlock all 15 detailed ranks and historical data for 6,500+ stocks.

Subscribe to Unlock
Metrics Current 2025 2024 2023
Leverage
8 32 29 23
Refinancing
77 69 57 50
Liquidity
50 50 16 71
Safety Safety
40 52 22 45

Similar Stocks

Discover high‑ranked alternatives to The Carlyle Group and broaden your portfolio horizons.

Microsoft

NSQ:MSFT
Country: USA
Industry: Systems Software
Size: XX-Large
Full Stock Analysis

Micron

NSQ:MU
Country: USA
Industry: Semiconductors
Size: XX-Large
Full Stock Analysis

ResMed

NYQ:RMD
Country: USA
Industry: Health Care Equipment
Size: X-Large
Full Stock Analysis

Oracle

NYQ:ORCL
Country: USA
Industry: Systems Software
Size: XX-Large
Full Stock Analysis

Frequently Asked
Questions

With good value and positive sentiment, but low growth and risky financing, this combination is generally dangerous as debt requires growth to sustain it. Only investors with a strong belief in future growth potential and a high-risk tolerance should consider this stock.

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.

Become an Obermatt subscriber and see all of the similar stocks here.

OTHER FEATURES

Use the Platform to its Fullest

The Obermatt Advantage

Ready to Elevate Your Investing?
Get Started Today

Choose the Obermatt subscription that best fits your needs.


30-day money back guarantee. Your subscription will renew until you cancel it, which you can do at any time.

What Our Customers Say

See how Obermatt improved their investing:

Review us See More Google Reviews