The Carlyle Group Inc.

Is The Carlyle Group Inc. technically bullish or bearish?

As of October 3, 2025, The Carlyle Group Inc. shows a mildly bullish technical trend, with mixed indicators across different timeframes, while outperforming the S&P 500 year-to-date and over the past year, despite recent underperformance.

As of 3 October 2025, the technical trend for The Carlyle Group Inc. has changed from bullish to mildly bullish. The weekly MACD is mildly bearish, while the monthly MACD remains bullish. The Bollinger Bands indicate a mildly bullish stance on the weekly and bullish on the monthly. Daily moving averages are mildly bullish, but the KST and OBV show mild bearishness on the weekly. Dow Theory indicates a bullish trend on the monthly but no trend on the weekly.<BR><BR>In terms of performance, the stock has outperformed the S&P 500 year-to-date (25.47% vs. 14.18%) and over the past year (35.13% vs. 17.82%), but has underperformed in the last week and month. Overall, the current technical stance is mildly bullish, supported by monthly bullish indicators and strong long-term returns compared to the benchmark.

Is The Carlyle Group Inc. overvalued or undervalued?

As of August 6, 2025, The Carlyle Group Inc. is considered undervalued with a P/E ratio of 15 and a PEG ratio of 0.06, showing strong performance with a year-to-date return of 37.35%, significantly outperforming the S&P 500's 12.22%.

As of 6 August 2025, the valuation grade for The Carlyle Group Inc. has moved from expensive to attractive, indicating a shift in perception regarding its value. The company appears undervalued based on its current metrics, with a P/E ratio of 15, a PEG ratio of 0.06, and an EV to EBITDA ratio of 8.54. In comparison to peers, Ares Management Corp. has a significantly higher P/E ratio of 111.58, while T. Rowe Price Group, Inc. shows a more favorable P/E of 12.03, reinforcing Carlyle's relative attractiveness.<BR><BR>The Carlyle Group has demonstrated strong performance, with a year-to-date return of 37.35%, significantly outpacing the S&P 500's return of 12.22% during the same period. This performance, coupled with its attractive valuation ratios, suggests that the market may be underestimating the company's potential.

How big is The Carlyle Group Inc.?

As of Jun 18, The Carlyle Group Inc. has a market capitalization of $16.65 billion, with recent net sales of $5.69 billion and a net profit of $1.15 billion.

Market Cap: As of Jun 18, The Carlyle Group Inc. has a market capitalization of 16,648.36 million, categorizing it as a Mid Cap company.<BR><BR>Recent Quarterly Performance: For the latest four quarters, The Carlyle Group Inc. reported net sales of 5,687.10 million and a net profit of 1,150.90 million.<BR><BR>Balance Sheet Snapshot: As of Dec 24, the company reported shareholder's funds of 5,606.90 million and total assets of 23,103.50 million.

What does The Carlyle Group Inc. do?

The Carlyle Group Inc. is a global alternative asset management firm specializing in diversified investment strategies. As of March 2025, it reported net sales of $972 million and a net profit of $159 million, with a market cap of approximately $16.65 billion.

Overview:<BR>The Carlyle Group Inc. is a diversified multi-product global alternative asset management firm operating in the Capital Markets industry.<BR><BR>Financial Snapshot:<BR>- Net Sales: 972 Million (Quarterly Results - Mar 2025)<BR>- Net Profit: 159 Million (Quarterly Results - Mar 2025)<BR>- Market-cap: USD 16,648.36 Million (Mid Cap)<BR><BR>Key Metrics:<BR>- P/E: 15.00<BR>- Dividend Yield: 227.04%<BR>- Debt Equity: -999,999.00<BR>- Return on Equity: 19.45%<BR>- Price to Book: 2.98<BR><BR>Contact Details:<BR>- Address: C/O The Carlyle Group, 1001 Pennsylvania Avenue, N.W. WASHINGTON DC : 20004<BR>- Tel: 1 202 7295626<BR>- Website: https://www.carlyle.com

Should I buy, sell or hold The Carlyle Group Inc.?

Who are in the management team of The Carlyle Group Inc.?

As of March 2022, The Carlyle Group Inc.'s management team includes co-founders William Conway, David Rubenstein, and Daniel D' Aniello, along with CEO Kewsong Lee and several independent directors, reflecting a diverse leadership structure.

As of March 2022, the management team of The Carlyle Group Inc. includes the following key individuals:<BR><BR>- Mr. William Conway: Co-Executive Chairman of the Board, Founder<BR>- Mr. David Rubenstein: Founder, Co-Executive Chairman, Director<BR>- Mr. Daniel D' Aniello: Founder, Chairman Emeritus and Director<BR>- Mr. Kewsong Lee: Chief Executive Officer, Director<BR>- Mr. Peter Clare: Chief Investment Officer for CPE, Co-Head of U.S. Buyout and Director<BR>- Mr. James Hance: Operating Executive, Director<BR>- Ms. Lawton Fitt: Independent Director<BR>- Ms. Janet Hill: Independent Director<BR>- Dr. Thomas Robertson: Independent Director<BR>- Mr. William Shaw: Independent Director<BR>- Mr. Anthony Welters: Independent Director<BR><BR>This team comprises a mix of founders, executives, and independent directors, reflecting a diverse leadership structure within the company.