Fundamentals Overview
The Carlyle Group Inc. is in the middle of its 52-week range with moderate valuation, trending upward today.
Valuation moderate
Intrinsic value (DCF)
-50.2% downside vs price
Profitability
Risk (Beta)
2.04 — 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
Supporting (Buy):
Analyst grade: B- · Sentiment improving (1 upgrade)
Pressures (Sell):
DCF 50.2% downside vs price · 3M vs S&P 500: -22.9% · 3M vs Financial Services sector: -16.8% · Beta 2.04 (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: B-. Recent institutional grades: majority upgrades. Current institutional positions: Buy: 9, Equal Weight: 2, Hold: 1, In Line: 2, Market Outperform: 2, Market Perform: 1, Neutral: 3, Outperform: 2, Overweight: 8.
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 $26.23; current price is $52.68. That’s a -50.2% 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) | 24.36 |
| DCF value (model) | $26.23 (-50.2% vs price) |
| PEG (TTM) | N/A |
| P/B (TTM) | 3.28 |
| P/S (TTM) | 4.13 |
| Liquidity & enterprise | |
| Current Ratio (TTM) | 15.72 |
| Quick Ratio (TTM) | 15.72 |
| Cash Ratio (TTM) | 15.72 |
| Profitability | |
| ROE (TTM) | N/A |
| ROA (TTM) | N/A |
| Revenue growth (YoY) | N/A |
| Net margin (TTM) | 17.55% |
| Gross margin (TTM) | 69.94% |
| Operating margin (TTM) | 25.99% |
| 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 |
|---|---|---|---|---|
| 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 |
| TD Cowen | maintain | Buy | Buy | 2026-02-27 |
| RBC Capital | maintain | Outperform | Outperform | 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 |
| Evercore ISI Group | maintain | In Line | In Line | 2025-11-03 |
| Citigroup | maintain | Buy | Buy | 2025-11-03 |
| JP Morgan | maintain | Neutral | Neutral | 2025-11-03 |
| TD Cowen | maintain | Buy | Buy | 2025-11-03 |
| Keefe, Bruyette & Woods | maintain | Market Perform | Market Perform | 2025-11-03 |
| Morgan Stanley | maintain | Equal Weight | Equal Weight | 2025-10-21 |
| JP Morgan | maintain | Neutral | Neutral | 2025-10-16 |
| Citigroup | maintain | Buy | Buy | 2025-10-13 |
| JMP Securities | maintain | Market Outperform | Market Outperform | 2025-08-14 |
| Jefferies | maintain | Hold | Hold | 2025-08-13 |
| Barclays | maintain | Overweight | Overweight | 2025-08-07 |
| JMP Securities | maintain | Market Outperform | Market Outperform | 2025-07-14 |
| Barclays | maintain | Overweight | Overweight | 2025-07-14 |
| Wells Fargo | maintain | Equal Weight | Equal Weight | 2025-07-11 |
| Citigroup | upgrade | Neutral | Buy | 2025-07-10 |
| Barclays | maintain | Overweight | Overweight | 2025-07-10 |