$46.07
0.56 (-1.20%)
Last updated: Jul 19, 2026 11:25
Fundamentals Overview
The Carlyle Group Inc. is near the low of its 52-week range with premium valuation, trading relatively flat today.
Valuation premium
Intrinsic value (DCF)
-33.7% downside vs price
Profitability
Risk (Beta)
1.83 — higher vol
Earnings & growth
BullzEye Analysis
Our composite tilts Sell on technicals (e.g. RSI, ADX, trend), fundamentals, sentiment, sector and index context, and risk.
Composite Signal
Pressures (Sell):
DCF 33.7% downside vs price · Sentiment weakening (1 downgrade) · 3M vs S&P 500: -17.7% · 3M vs Financial Services sector: -19.3% · Beta 1.83 (elevated)
Not financial advice. For education and research only; do your own research and consider a financial advisor before investing.
Key Stats
About
Ratings & Grades at a Glance
Overall rating: C. Recent institutional grades: majority downgrades. Current institutional positions: Buy: 7, Equal Weight: 1, Hold: 2, In Line: 4, Market Outperform: 1, Market Perform: 1, Neutral: 4, Outperform: 2, Overweight: 7, Sector Perform: 1.
Valuation & Ratios
Valuation, liquidity, and profitability metrics are consolidated here (including ratios that previously appeared in the Financials story). Trailing (TTM) vs forward-looking (e.g. DCF) is noted on each line where it matters.
DCF vs price: DCF estimate is $30.54; current price is $46.07. That’s a -33.7% gap. When the gap is large (e.g. >20%), that’s divergence; when they’re close, that’s convergence. Differences can reflect growth expectations, sector premiums, or conservative vs. optimistic assumptions. Use DCF as one input alongside technicals and sentiment.
| Metric | Value |
|---|---|
| Valuation | |
| P/E (TTM) | 30.28 |
| DCF value (model) | $30.54 (-33.7% vs price) |
| PEG (TTM) | N/A |
| P/B (TTM) | 3.06 |
| P/S (TTM) | 4.16 |
| Liquidity & enterprise | |
| Current Ratio (TTM) | 10.83 |
| Quick Ratio (TTM) | 10.83 |
| Cash Ratio (TTM) | 7.69 |
| Profitability | |
| ROE (TTM) | N/A |
| ROA (TTM) | N/A |
| Revenue growth (YoY) | N/A |
| Net margin (TTM) | 13.7% |
| Gross margin (TTM) | 73.08% |
| Operating margin (TTM) | 22.21% |
| Debt to equity (TTM) | N/A |
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Price Target, Ratings & Grades
Analyst price targets, consensus, rating snapshot, and institutional grades for CG.
Analyst Sentiment at a Glance
Stock Grades (Institutions)
| Institution | Action | Previous Grade | New Grade | Date |
|---|---|---|---|---|
| Evercore ISI Group | maintain | In Line | In Line | 2026-07-13 |
| RBC Capital | maintain | Sector Perform | Sector Perform | 2026-07-13 |
| Barclays | maintain | Overweight | Overweight | 2026-07-09 |
| Citizens | maintain | Market Outperform | Market Outperform | 2026-07-09 |
| TD Cowen | maintain | Hold | Hold | 2026-05-18 |
| TD Cowen | downgrade | Buy | Hold | 2026-05-08 |
| Barclays | maintain | Overweight | Overweight | 2026-05-08 |
| JP Morgan | maintain | Neutral | Neutral | 2026-05-08 |
| JP Morgan | maintain | Neutral | Neutral | 2026-04-30 |
| Evercore ISI Group | maintain | In Line | In Line | 2026-04-21 |
| Morgan Stanley | maintain | Equal Weight | Equal Weight | 2026-04-21 |
| Barclays | maintain | Overweight | Overweight | 2026-04-08 |
| Goldman Sachs | maintain | Buy | Buy | 2026-04-07 |
| BMO Capital | maintain | Outperform | Outperform | 2026-03-24 |
| Barclays | maintain | Overweight | Overweight | 2026-03-02 |
| RBC Capital | maintain | Outperform | Outperform | 2026-02-27 |
| TD Cowen | maintain | Buy | Buy | 2026-02-27 |
| UBS | maintain | Buy | Buy | 2026-02-20 |
| JP Morgan | maintain | Neutral | Neutral | 2026-02-10 |
| Barclays | maintain | Overweight | Overweight | 2026-02-09 |
| Evercore ISI Group | maintain | In Line | In Line | 2026-01-22 |
| TD Cowen | maintain | Buy | Buy | 2026-01-14 |
| UBS | maintain | Buy | Buy | 2026-01-13 |
| Barclays | maintain | Overweight | Overweight | 2025-12-15 |
| Barclays | maintain | Overweight | Overweight | 2025-12-12 |
| Keefe, Bruyette & Woods | maintain | Market Perform | Market Perform | 2025-11-03 |
| TD Cowen | maintain | Buy | Buy | 2025-11-03 |
| Citigroup | maintain | Buy | Buy | 2025-11-03 |
| Evercore ISI Group | maintain | In Line | In Line | 2025-11-03 |
| JP Morgan | maintain | Neutral | Neutral | 2025-11-03 |