The Carlyle Group Inc. Q3 2026 Earnings Call Summary
Carlyle's economic indicators show 6% revenue growth and double-digit EBITDA growth across portfolio companies, suggesting a ...
Model output · Signal date 2026-11-06
Carlyle Group Inc. (CG) Stock Forecast Nov. 6, 2026
Analysis updated on Nov. 6, 2026 (UTC) · Alpha · vs marketSwitch to Total · Nasdaq
Rating · 90D
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90-day forecast
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30-day forecast
Alpha
Rank in coverage
of 5150 stocks scored
Rank correlation · 90D
50.0%
Spearman, 357 dates
Market Cap
$14.15B
large-cap · #10 of 43 peers
Summary
Carlyle Group Inc. (CG) stock forecast summary
Our AI scores Carlyle Group Inc. every trading day against every stock it covers. Create a free account and follow it to see its rating and price target.
Carlyle Group Inc. is a large-cap company with a market capitalization of $14.15B. It ranks number 10 by market capitalization among the 43 Investment Advice issuers in our coverage with a current forecast.
For CG, the Spearman rank correlation between our 90-day forecasts and the returns that followed is 50.0%, measured on 357 forecast dates between 2022-08-19 and 2026-08-07 on this stock's own recent history. A rank correlation runs from -100% to +100%: it measures whether higher forecasts were followed by higher returns, and a value near zero or below means the model has shown little skill on this stock. On the 30-day forecasts the same correlation is 10.0%, measured on 400 forecast dates between 2022-08-19 and 2026-10-07. Across our coverage, the out-of-sample test on 4629 stocks from 2025-01-06 to 2026-08-04 produced a positive net return in 92.9% of rebalance periods (factor-neutral book, net of estimated costs). Full backtest report
Expected return relative to the market over the horizon: a positive alpha means the model expects the stock to beat the market, whatever the market does. Ratings: strong buy ≥ +3.1%, buy ≥ +1.5%, sell < -0.5%, strong sell < -1.8% (top 15%, next 20%, middle 30%, next 20%, bottom 15% of the 2026-11-06 signals)
A free account shows the exact forecast, rating and rank of 3 tickers you follow, CG included.
Price
CG price chart and AI forecast
Cross-section · 2026-11-06
How CG ranks among 5150 stocks
90D Alpha forecasts of every company scored, cut into five relative ratings at the 15th, 35th, 65th and 85th percentiles (dashed lines).
Fundamentals · 2026-09-30
Carlyle Group Inc. (CG) fundamentals
Trailing twelve months. The industry median and the rank (1 = highest) are taken over the Investment Advice peers listed below that report each metric.
Valuation & Market
| Metric | CG | Rank |
|---|---|---|
| Market Cap | $14.15B | 10/43 |
| P/E Ratio | 30.78x | 7/30 |
| P/B Ratio | 2.83x | 25/35 |
| Dividend Yield | 3.55% | 12/29 |
| EPS | $1.29 | – |
| Book Value/Share | $14.04 | – |
| Revenue/Share | $10.14 | – |
| FCF/Share | $-6.19 | – |
Profitability & Margins
| Metric | CG | Rank |
|---|---|---|
| ROE | 7.1% | 22/31 |
| ROA | 1.3% | 23/31 |
| Net Margin | 9.8% | 20/32 |
| EBT Margin | 13.3% | 25/35 |
| Tax Rate | 26.7% | – |
Financial Health
| Metric | CG | Rank |
|---|---|---|
| D/E Ratio | 4.32x | 9/37 |
| Financial Leverage | 5.63x | 7/32 |
Cash Flow
| Metric | CG | Rank |
|---|---|---|
| Operating Cash Flow | -$2.08B | 40/40 |
| Free Cash Flow | -$2.21B | 25/25 |
| Capital Spending | -$130M | 22/25 |
| FCF/Sales | -61.1% | 24/24 |
| CapEx/Sales | 3.6% | 4/24 |
Operational Efficiency
| Metric | CG | Rank |
|---|---|---|
| Asset Turnover | 0.13x | 23/28 |
| Fixed Assets Turnover | 14.1x | 21/25 |
Income Statement
| Metric | CG | Rank |
|---|---|---|
| Total Revenue | $3.61B | 10/33 |
| Net Income | $355M | 11/35 |
Dividend & Shareholder Information
| Metric | CG | Rank |
|---|---|---|
| Dividends Per Share | $1.41 | – |
| Payout Ratio | 109.3% | 6/21 |
| Shares Outstanding | 356M | – |
| Net Income Growth | -46.3% | 25/28 |
| EPS Growth | -35.8% | 20/24 |
Balance Sheet Highlights (USD millions)
| Cash & Short-term Investments | $1.58B | 6.0% of assets |
| Total Liabilities | $21.58B | 81.2% of assets |
Quarterly Financial Reports
CG quarterly financials and insider trading
Industry Peers · Investment Advice
Carlyle Group Inc. (CG) industry peers
Companies classified under the same SEC industry code as Carlyle Group Inc. (Investment Advice): 44 common-stock issuers with a forecast this week, one row per issuer, largest first. This is a classification match, not a curated list of competitors.
Reveal all forecasts · See exact % predictions for all competitors
Sign up free| Company | 90-Day AI Forecast (Alpha) | Market Cap |
|---|---|---|
| CG Carlyle Group Inc. | $14.15B | |
| BX Blackstone Inc. | $146.11B | |
| KKR Kkr & Co. Inc. | $88.03B | |
| APO Apollo Global Management, Inc. | $68.95B | |
| ARES Ares Management Corp | $45.53B | |
| AMP Ameriprise Financial Inc | $43.54B | |
| PS Pershing Square Inc. | $20.58B | |
| TPG Tpg Inc. | $17.88B | |
| BEN Franklin Templeton Inc | $17.14B | |
| OWL Blue Owl Capital Inc. | $15.39B | |
| IVZ Invesco Ltd. | $11.96B | |
| EVR Evercore Inc. | $11.16B | |
| HLI Houlihan Lokey, Inc. | $10.13B | |
| AMG Affiliated Managers Group, Inc. | $9.39B | |
| MORN Morningstar, Inc. | $9.17B | |
| VCTR Victory Capital Holdings, Inc. | $6.91B | |
| STEP Stepstone Group Inc. | $5.73B | |
| HLNE Hamilton Lane Inc | $4.93B | |
| FHI Federated Hermes, Inc. | $4.73B | |
| MC Moelis & Co | $4.57B | |
| MAAS Maase Inc. | $4.51B | |
| LAZ Lazard, Inc. | $4.21B | |
| CNS Cohen & Steers, Inc. | $3.76B | |
| PJT Pjt Partners Inc. | $3.73B | |
| AAMI Acadian Asset Management Inc. | $3.23B | |
| APAM Artisan Partners Asset Management Inc. | $3.17B | |
| AB Alliancebernstein Holding L.P. | $3.13B | |
| LCLN Lincoln International, Inc. | $2.65B | |
| GCMG Gcm Grosvenor Inc. | $2.57B | |
| PAX Patria Investments Ltd | $1.51B | |
| RPC Ridgepost Capital, Inc. | $1.07B | |
| ABX Abacus Global Management, Inc. | $859M | |
| VRTS Virtus Investment Partners, Inc. | $843M | |
| NOAH Noah Holdings Ltd | $482M | |
| HKHC Horizon Kinetics Holding Corp | $367M | |
| ALTI Alti Global, Inc. | $365M | |
| WHG Westwood Holdings Group Inc | $165M | |
| RILY Brc Group Holdings, Inc. | $152M | |
| SAMG Silvercrest Asset Management Group Inc. | $131M | |
| HNNA Hennessy Advisors Inc | $83M | |
| MLCI Mount Logan Capital Inc. | $40M | |
| IWSH Wright Investors Service Holdings, Inc. | $2M | |
| ILLR Triller Group Inc. | $1M | |
| ENDI Endi Corp. | N/A |
Where CG sits on the market map
Finance · Investment Advice
News
Carlyle Group Inc. (CG) stock news
Carlyle Group targets $60 billion fundraising in 2026 as inflows rise
The Carlyle Group Inc. CG shares are trading lower on Thursday despite the company beating third-quarter earnings and revenue ...
Carlyle Shares Slump On Bigger-Than-Expected Drop in Fees
Carlyle Group Inc. posted third-quarter earnings that topped Wall Street estimates as profits from asset sales helped offset ...
FAQ
Carlyle Group Inc. (CG) stock forecast FAQ
What is the Carlyle Group Inc. (CG) stock forecast?
Our AI scores Carlyle Group Inc. every trading day against every stock it covers. Create a free account and follow it to see its rating and price target.
How accurate are Carlyle Group Inc. stock predictions?
For CG, the Spearman rank correlation between our 90-day forecasts and the returns that followed is 50.0%, measured on 357 forecast dates between 2022-08-19 and 2026-08-07 on this stock's own recent history. A rank correlation runs from -100% to +100%: it measures whether higher forecasts were followed by higher returns, and a value near zero or below means the model has shown little skill on this stock. On the 30-day forecasts the same correlation is 10.0%, measured on 400 forecast dates between 2022-08-19 and 2026-10-07. Across our coverage, the out-of-sample test on 4629 stocks from 2025-01-06 to 2026-08-04 produced a positive net return in 92.9% of rebalance periods (factor-neutral book, net of estimated costs). Full backtest report
How often are Carlyle Group Inc. forecasts updated?
Carlyle Group Inc. forecasts are refreshed on trading days as the daily model run completes. The forecast on this page was produced on Nov. 6, 2026.
Which companies are Carlyle Group Inc.'s industry peers?
44 issuers in our coverage, CG included, share the SEC industry code Investment Advice. The largest are: Blackstone Inc. (BX), Kkr & Co. Inc. (KKR), Apollo Global Management, Inc. (APO), Ares Management Corp (ARES), Ameriprise Financial Inc (AMP), Pershing Square Inc. (PS).
This analysis is generated automatically using our proprietary AI systems and should not be considered personalized investment advice. Past performance does not guarantee future results. Always conduct your own research and consider consulting a financial advisor before making investment decisions.