Carlyle Group Inc (The)

Research Carlyle Group Inc (The) (CG) on Bullrun: valuation model: 31.8% overvalued, market cap USD 13.52B, P/E 39.6, dividend yield 3.7%. Explore financials, valuation history, model signals, and stock context.

Key Metrics

Valuation Snapshot

Bullrun's latest valuation model marks Carlyle Group Inc (The) as 31.8% overvalued; latest market cap is USD 13.52B; P/E is 39.6; dividend yield is 3.7%.

Peer valuation comparison

Latest P/E is 39.62x versus a Financial Services sector median of 13.41x (195.5% above).

Latest dividend yield is 3.66% versus a Financial Services sector median of 3.66%.

Five-year financial history

YearRevenueNet incomeFree cash flowGross marginDiluted EPSCashTotal debtEquity
FY2025USD 4.78BUSD 808.70M-USD 3.37Bn/a2.18USD 1.97BUSD 13.89BUSD 7.06B
FY2024USD 5.43BUSD 1.02B-USD 837.20Mn/a2.77USD 1.27BUSD 9.50BUSD 6.35B
FY2023USD 2.96B-USD 608.40MUSD 138.30Mn/a-1.68USD 1.44BUSD 9.26BUSD 5.78B
FY2022USD 4.44BUSD 1.23B-USD 419.90Mn/a3.35USD 1.36BUSD 2.27BUSD 6.82B

Valuation history

YearSnapshot dateMarket capP/EDividend yieldAnnual dividend/share
20262026-10-12USD 13.52B39.63.7%1.4
20252025-12-31USD 21.12B27.02.4%1.4
20242024-12-31USD 18.03B18.22.8%1.4
20232023-12-29USD 14.68B71.43.4%1.38
20222022-12-30USD 10.85B6.24.2%1.24
20212021-12-31USD 19.51B6.71.8%1

Dividend history

Latest trailing dividend snapshot: annual dividend/share 1.4 USD, yield 3.7%.

YearDividends/share
FY20251.4 USD
FY20241.4 USD
FY20231.4 USD
FY20221.24 USD

About Carlyle Group Inc (The)

The 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,...

ETFs that hold Carlyle Group Inc (The)

Carlyle Group Inc (The) is one of the ten largest holdings of one ETF that investors in Europe can buy:

ETFWeightTER
Northern Trust Listed Private Equity UCITS ETF3.21%0.40%

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Frequently asked questions

Is Carlyle Group Inc (The) overvalued or undervalued?

Bullrun's valuation model currently marks Carlyle Group Inc (The) as 31.8% overvalued.

What is Carlyle Group Inc (The)'s market cap?

Carlyle Group Inc (The)'s market capitalization is USD 13.52B.

What is Carlyle Group Inc (The)'s P/E ratio?

Carlyle Group Inc (The)'s price-to-earnings (P/E) ratio is 39.6.

Does Carlyle Group Inc (The) pay a dividend?

Carlyle Group Inc (The) has a dividend yield of 3.7%.

What does Carlyle Group Inc (The) do?

The 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, recapitalization.