Carlyle Group (CG)
NASDAQFinancialsAsset ManagementSnapshot 2026-07-31
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Create your account →NASDAQFinancialsAsset ManagementSnapshot 2026-07-31
Reading CG? Create a free portfolio, then add this holding for ongoing Reports and tracking. Track it in a free portfolio. No credit card.
Create your account →Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Asset Management & Custody Banks is in steady. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Management is running behind on a stated commitment.
View ThesisRevenue is contracting — down about 29% over the past year.
View GrowthRanks in the weakest quality tier of its industry — roughly the bottom 42%, softest on free-cash-flow margins.
View QualityMiddle-of-the-pack management execution.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationThis stock is volatile — it swings about 1% on a typical day and fell roughly 41% in its worst 12-month stretch.
View RiskCG's growth depends on successful acquisitions and IPOs to boost revenue. The company is pursuing a $7 billion wealth manager deal and plans to raise $1 billion through IPOs. It trades at 12× P/E, below the 15.9× peer median, indicating modest expectations. If CG cuts guidance on the next call, it could negatively impact the stock. Peer multiples imply a price about 13% above where it trades. This read is provisional; the thesis is on watch.
Trailing returns as of 2026-07-31. CG is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 18 analysts currently covering CG (as of Jul 2026).
Based on 6 Wall Street analysts offering 12-month price targets for CG in the last 4 months.
A consensus fair price across 9 valuation methods, at three horizons. As of 2026-08-01. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Asset Management & Custody Banks — fair value, gap to price, and forward P/E.
Advances: Increase revenue
Lower redemption demand supports revenue growth potential.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-07-31. EPS is implied from price ÷ P/E. Not investment advice.
Current $46.02
The last 12 months of price, then the range of analyst 12-month targets from today’s $46.02.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Above average on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.

Potential acquisition aligns with revenue growth objectives.

Potential acquisition aligns with growth and revenue objectives.

Advances: Increase revenue
New deal supports revenue growth objective.
Acquisition could enhance revenue and operating income.
IPO indicates growth potential in automotive sector.
Acquisition could significantly boost revenue and operating income.

Potential partnership could enhance revenue growth prospects.