CGCarlyle Group
+6.6% today · −17.0% over a year
1/10 A 1–10 summary of how an instrument compares with similar ones (same sector and region) by published rules. It describes today's data; it is not a price forecast. More in the glossary → «Balanced» — higher than 10% of the instruments we score
Trend, Stability: among the weakest; priced higher than most peers (P/E 42.1). Dividend yield 2.48%.
Carlyle Group (CG) valuation against sector peers: P/E 42.1 (sector median 12.7), P/B 2.3, free-cash-flow yield −14.7%, P/S 4.1.
Ratios vs sector
Medians of Financials companies in the same region (stocks and REITs).
| Metric | CG | Sector median | vs median |
|---|---|---|---|
| P/E | 42.1 | 12.7 · n=299 | 233% above |
| P/B | 2.3 | 1.6 · n=320 | 43% above |
| P/S | 4.1 | 2.7 · n=312 | 51% above |
| EV/EBIT | — | 17.2 · n=71 | — |
| Free-cash-flow yield | −14.7% | 8.5% · n=223 | 274% below |
| Dividend yield | 2.48% | 1.84% · n=351 | 35% above |
| Return on equity | 5.3% | 12.4% · n=333 | 57% below |
| Return on invested capital | — | 15.2% · n=80 | — |
| Gross margin | — | 60.4% · n=39 | — |
| Net debt / EBITDA | — | 0.61 · n=71 | — |
Value factor: 25 of 100 within the peer group. Full score breakdown →
Sector peers
The largest companies of the same sector and region.
| JPMJPMorgan | 14.1 | 2.4 | — | — | 1.8% | 6/10 |
|---|---|---|---|---|---|---|
| MAMastercard | 33.9 | 85.1 | 27.7 | 2.8% | 0.5% | 8/10 |
| BACBank of America Corp | 11.3 | 1.2 | — | — | 2.3% | 6/10 |
| MSMorgan Stanley | 14.7 | 2.5 | — | — | 2.3% | 3/10 |
| GSGoldman Sachs | 12.3 | 2.4 | — | −15.3% | 2.0% | 3/10 |
| WFCWells Fargo & Company | 11.7 | 1.6 | — | — | 2.7% | 4/10 |
| AXPAmerican Express | 17.8 | 6.1 | — | 6.4% | 1.1% | 3/10 |
| CCitigroup | 16.4 | 1.1 | — | −34.8% | 2.1% | 3/10 |
| BLKBlackRock | 25.9 | 3.2 | 20.3 | 2.5% | 1.8% | 4/10 |
| SCHWThe Charles Schwab Corporation | 15.6 | 3.5 | — | 7.3% | 1.3% | 5/10 |
Fiscal-year history
From annual SEC filings; each bar is a fiscal year, labelled by the year it ended.
Filings: U.S. SEC EDGAR · ratios computed by AI-Stock Invest from public filings and end-of-day prices · latest period 30 Sep 2026 · filed 06 Nov 2026
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