The Carlyle Group CG
The Carlyle Group is a global alternative asset manager investing in private equity, credit, real estate, and natural resources on behalf of institutional investors. Carlyle Group shows significant deterioration in growth (revenues -32.9%, earnings -57.5%) and high leverage (Debt/Equity 197.62), although its forward P/E of 7.85 and operating margin of 26.86 suggest potential if the business stabilizes.
Detailed metrics
Market and fundamental data as of the analysis date.
Full AI report
Generated automatically from the metrics, the macro context and the company's news.
The Carlyle Group is a global alternative asset manager investing in private equity, credit, real estate, and natural resources on behalf of institutional investors. Carlyle Group shows significant deterioration in growth (revenues -32.9%, earnings -57.5%) and high leverage (Debt/Equity 197.62), although its forward P/E of 7.85 and operating margin of 26.86 suggest potential if the business stabilizes.
Score by category
| Category | Score |
|---|---|
| Financial health | 4.8 |
| Quality / Moat | 5.7 |
| Valuation | 5.0 |
| Growth | 0.0 |
| Dividend | 3.7 |
| Momentum | 2.0 |
| Risk & Context | 2.1 |
OVERALL SCORE: 3.5/10
Context and risks
The rise in 10-year Treasury yields (5.17%) makes financing investments in private equity more expensive and reduces the present value of future cash flows for an alternative asset manager with long duration. Additionally, falling gold prices and pressure in energy could affect the performance of its natural resources funds.
News considered in the analysis
- Carlyle Expands Canadian Energy Footprint with Parallax Acquisition — Adquisición que amplía la exposición a energía canadiense, un movimiento estratégico positivo pero de magnitud moderada y ya parcialmente anticipado por el mercado.
- Is Carlyle Group (CG) A Bargain After Exiger's AI Platform Launch? — Artículo especulativo sobre valoración sin información nueva material; no aporta datos concretos sobre beneficios futuros.
- CoreWeave upgraded, Etsy downgraded: Wall Street's top analyst calls — Ruido de mercado sin relación directa con Carlyle.
- Sector Update: Financial Stocks Rise Late Afternoon — Movimiento sectorial genérico sin información específica sobre la empresa.
- Exchange-Traded Funds Rise, Equity Futures up Pre-Bell Monday as Oil Prices Decline — Contexto de mercado general sin relevancia directa para Carlyle.
Verdict: Hold only if a recovery in the investment cycle is expected; high leverage and falling earnings warrant caution.
Main risk: The main risk is the combination of very high leverage (Debt/Equity 197.62) with a severe decline in revenues and earnings, which could compromise dividend sustainability (payout 145.83%) and financial health in a rising rate environment.
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