Analysis updated on Oct. 16, 2026 (UTC) · Alpha · vs marketSwitch to Total · Nasdaq
On Oct. 16, 2026, CG is rated Neutral: its 90-day Alpha forecast sits in the middle 30% of the 5171 stocks scored that day.
Carlyle Group Inc. is a large-cap company with a market capitalization of $12.96B. It ranks number 10 by market capitalization among the 44 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 48.0%, measured on 357 forecast dates between 2022-07-29 and 2026-07-17 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 2022-07-29 and 2026-09-16. Across our coverage, the out-of-sample test on 4495 stocks from 2025-01-06 to 2026-07-07 produced a positive net return in 82.5% 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 ≥ +1.8%, buy ≥ +0.2%, sell < -0.9%, strong sell < -1.2% (top 15%, next 20%, middle 30%, next 20%, bottom 15% of the 2026-10-16 signals)
A free account shows the exact forecast, rating and rank of 3 tickers you follow, CG included.
Follow CG free90D Alpha forecasts of every company scored, cut into five relative ratings at the 15th, 35th, 65th and 85th percentiles (dashed lines).
Trailing twelve months. The industry median and the rank (1 = highest) are taken over the Investment Advice peers listed below that report each metric.
| Metric | CG | Rank |
|---|---|---|
| Market Cap | $12.96B | 10/44 |
| P/E Ratio | 21.65x | 16/33 |
| P/B Ratio | 2.47x | 26/37 |
| Dividend Yield | 3.89% | 11/30 |
| EPS | $1.68 | – |
| Book Value/Share | $14.71 | – |
| Revenue/Share | $10.13 | – |
| FCF/Share | $-11.57 | – |
| Metric | CG | Rank |
|---|---|---|
| ROE | 6.9% | 25/33 |
| ROA | 1.3% | 25/33 |
| Net Margin | 10.1% | 22/34 |
| EBT Margin | 17.8% | 26/36 |
| Tax Rate | 15.8% | – |
| Metric | CG | Rank |
|---|---|---|
| D/E Ratio | 4.00x | 10/39 |
| Financial Leverage | 5.38x | 10/34 |
| Metric | CG | Rank |
|---|---|---|
| Operating Cash Flow | -$4.00B | 41/41 |
| Free Cash Flow | -$4.12B | 26/26 |
| Capital Spending | -$125M | 24/26 |
| FCF/Sales | -114.2% | 25/25 |
| CapEx/Sales | 3.5% | 3/25 |
| Metric | CG | Rank |
|---|---|---|
| Asset Turnover | 0.13x | 24/29 |
| Fixed Assets Turnover | 14.5x | 22/26 |
| Metric | CG | Rank |
|---|---|---|
| Total Revenue | $3.61B | 10/34 |
| Net Income | $364M | 12/37 |
| Metric | CG | Rank |
|---|---|---|
| Dividends Per Share | $1.42 | – |
| Payout Ratio | 84.5% | 6/23 |
| Shares Outstanding | 356M | – |
| Net Income Growth | -71.0% | 27/28 |
| EPS Growth | -48.1% | 20/23 |
| Cash & Short-term Investments | $1.26B | 4.8% of assets |
| Total Liabilities | $20.98B | 80.0% of assets |
Companies classified under the same SEC industry code as Carlyle Group Inc. (Investment Advice): 45 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. | ▶ | $12.96B |
| BX Blackstone Inc. | ▲ | $129.99B |
| KKR Kkr & Co. Inc. | ▲ | $78.66B |
| APO Apollo Global Management, Inc. | ▶ | $65.42B |
| AMP Ameriprise Financial Inc | ▲ | $44.24B |
| ARES Ares Management Corp | ▶ | $37.95B |
| PS Pershing Square Inc. | ▶ | $17.79B |
| TPG Tpg Inc. | ▶ | $16.68B |
| BEN Franklin Templeton Inc | ▼ | $15.74B |
| OWL Blue Owl Capital Inc. | ▶ | $13.80B |
| IVZ Invesco Ltd. | ▶ | $12.45B |
| AMG Affiliated Managers Group, Inc. | ▼ | $9.92B |
| EVR Evercore Inc. | ▲ | $9.77B |
| HLI Houlihan Lokey, Inc. | ▼ | $9.05B |
| MORN Morningstar, Inc. | ▼ | $7.78B |
| VCTR Victory Capital Holdings, Inc. | ▼ | $6.72B |
| MAAS Maase Inc. | ▶ | $5.31B |
| STEP Stepstone Group Inc. | ▲ | $5.02B |
| HLNE Hamilton Lane Inc | ▲ | $4.51B |
| MC Moelis & Co | ▶ | $4.27B |
| FHI Federated Hermes, Inc. | ▶ | $4.18B |
| LAZ Lazard, Inc. | ▶ | $4.07B |
| CNS Cohen & Steers, Inc. | ▲ | $3.58B |
| PJT Pjt Partners Inc. | ▲ | $3.51B |
| AAMI Acadian Asset Management Inc. | ▶ | $3.27B |
| AB Alliancebernstein Holding L.P. | ▼ | $3.24B |
| DBRG Digitalbridge Group, Inc. | ▼ | $3.00B |
| APAM Artisan Partners Asset Management Inc. | ▲ | $2.62B |
| GCMG Gcm Grosvenor Inc. | ▲ | $2.55B |
| LCLN Lincoln International, Inc. | ▶ | $2.46B |
| PAX Patria Investments Ltd | ▶ | $1.86B |
| RPC Ridgepost Capital, Inc. | ▶ | $907M |
| VRTS Virtus Investment Partners, Inc. | ▲ | $814M |
| ABX Abacus Global Management, Inc. | ▲ | $764M |
| NOAH Noah Holdings Ltd | ▼ | $512M |
| ALTI Alti Global, Inc. | ▲ | $402M |
| HKHC Horizon Kinetics Holding Corp | ▶ | $382M |
| RILY Brc Group Holdings, Inc. | ▶ | $185M |
| WHG Westwood Holdings Group Inc | ▶ | $170M |
| SAMG Silvercrest Asset Management Group Inc. | ▶ | $126M |
| HNNA Hennessy Advisors Inc | ▲ | $82M |
| MLCI Mount Logan Capital Inc. | ▼ | $35M |
| IWSH Wright Investors Service Holdings, Inc. | ▼ | $2M |
| ILLR Triller Group Inc. | ▼ | $2M |
| ENDI Endi Corp. | ▼ | N/A |
Carlyle Secured Lending, Inc. (“Carlyle Secured Lending”) (NASDAQ: CGBD) will host a conference call at 11:00 a.m. (Eastern Time) on Friday, November 6, 2026 to announce its financial results for the ...
The Carlyle Group Inc. (NasdaqGS:CG) entered into a definitive agreement to acquire Approximately $7.7 billion Portfolio of Unsecured Personal Loans of LightStream from Truist Financial Corporation ...
Jason Thomas, Carlyle Group Inc‘s CG head of global research and investment strategy, told CNBC’s Squawk Box that investors ...
On Oct. 16, 2026, CG is rated Neutral: its 90-day Alpha forecast sits in the middle 30% of the 5171 stocks scored that day.
For CG, the Spearman rank correlation between our 90-day forecasts and the returns that followed is 48.0%, measured on 357 forecast dates between 2022-07-29 and 2026-07-17 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 2022-07-29 and 2026-09-16. Across our coverage, the out-of-sample test on 4495 stocks from 2025-01-06 to 2026-07-07 produced a positive net return in 82.5% of rebalance periods (factor-neutral book, net of estimated costs). Full backtest report
Carlyle Group Inc. forecasts are refreshed on trading days as the daily model run completes. The forecast on this page was produced on Oct. 16, 2026.
45 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), Ameriprise Financial Inc (AMP), Ares Management Corp (ARES), 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.
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