Is The Carlyle Group Inc. overvalued or undervalued?

As of 8 May 2025, The Carlyle Group Inc. has moved from a fair to an attractive valuation grade, indicating a shift in its perceived value. The company is currently considered undervalued, with a P/E ratio of 15, a Price to Book Value of 3.00, and an EV to EBITDA ratio of 8.54. These figures suggest a favorable valuation compared to its peers, particularly when compared to Northern Trust Corp., which has a P/E of 11.61, and Corebridge Financial, Inc., which is deemed very expensive with a P/E of 34.60.
The Carlyle Group's PEG ratio stands out at 0.06, highlighting its growth potential relative to its price, while its dividend yield is exceptionally high at 226.16%, further enhancing its attractiveness. Additionally, the company's ROCE of 41.07% and ROE of 19.45% reflect strong operational efficiency and profitability. Despite a year-to-date return of -6.50% compared to the S&P 500's 2.44%, the overall valuation metrics suggest that The Carlyle Group Inc. presents a compelling investment opportunity.