The Carlyle Group Inc.
CG · NASDAQ
Company research
The Carlyle Group Inc. (NASDAQ: CG) is a leading global alternative asset management firm founded in 1987 and headquartered in Washington, D.C., with approximately $475 billion in assets under management and a presence spanning 28 offices across four continents. The firm operates through three primary business segments — Global Private Equity, Global Credit, and Carlyle AlpInvest — deploying private capital across a broad range of industries including technology, healthcare, aerospace & defense, financial services, energy, and consumer sectors. Under the leadership of CEO Harvey M. Schwartz, Carlyle serves a diverse client base of institutional investors and high-net-worth individuals, leveraging deep industry expertise to pursue leveraged buyouts, growth capital investments, structured credit, real estate, and investment solutions strategies. With approximately 2,300 employees and a market capitalization of approximately $16.1 billion, Carlyle ranks among the world's largest and most diversified alternative investment firms, maintaining a distinguished reputation built on decades of global deal-making and value creation.
Research reports
Delvantic · June 10, 2026The Carlyle Group Inc. (CG) — Fair Value, Quality & Value Scores
AI-driven valuation and quality report that views Carlyle as a solid but mixed-quality alternative asset manager, essentially fairly valued around the low-to-mid 40s with a more attractive entry point in the high 30s, citing volatile GAAP earnings, weak cash conversion, and a leveraged balance sheet alongside strengths such as a durable brand, self-funding fee engine, and limited dilution.
Margin Of Insight · May 29, 2026The Carlyle Group Inc. (CG) — Equity ResearchDeep-dive equity research that emphasizes Carlyle’s shift toward recurring fee-related earnings, FRE margin expansion to the high-40% range, and management’s 2028 targets of at least 1.9 billion dollars of FRE and 6 dollars of distributable earnings per share, arguing the current price implies a discounted multiple relative to these goals and framing the stock as offering asymmetric upside if fundraising and execution track plan, while flagging fundraising competition and macro exit risk as key uncertainties.
StockStory · March 31, 2026Carlyle (CG) Research Report: Q4 CY2025 UpdateFree research note that rates Carlyle “Underperform,” highlighting slowing demand versus its five-year growth trend, concerns about the quality and volatility of fee and performance revenues despite a Q4 2025 revenue and EPS beat, and arguing investors are better served paying higher multiples for stronger alternative-asset peers rather than buying CG on apparent cheapness.
Flash (StockSentinel) · March 5, 2026The Carlyle Group Inc. (CG) Stock Research ReportLong-form institutional-style report that presents Carlyle as re-rating from a “lumpy carry” story to a higher-quality fee machine, builds detailed base, bull, and bear scenarios with a probability-weighted 5‑year target implying substantial upside versus the current price, and underscores management’s FRE- and wealth-channel-focused strategy while flagging fundraising headwinds, portfolio concentration, macro sensitivity, and governance structure as key risks.