Carlyle Group (CG)
NASDAQFinancialsAsset ManagementSnapshot 2026-10-30
$40.18-0.96%
Close 2026-10-30 · 1-day change
NASDAQFinancialsAsset ManagementSnapshot 2026-10-30
Research Workspace
Put CG beside peers and holdings, graph the same metric, and keep your notes with the evidence.
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.
Primary pillar under pressure — Increase revenue from depressed levels: Comparison needs review.
View ThesisRevenue is contracting — down about 42% over the past year.
View GrowthRanks in the weakest quality tier of its industry — roughly the bottom 20%, 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 46% in its worst 12-month stretch.
View RiskCG’s case rests on increasing revenue from depressed levels, though recent financial performance remains weak. The India auto unit IPO could advance revenue growth across business segments. Revenue history is unavailable, and no latest earnings release is recorded. CG trades at 10× P/E (price-to-earnings) versus the 14× peer median. The desk says the price reflects less growth than its forecast. A specific risk is the pressured revenue-growth pillar; its comparison needs review. The model puts next-quarter miss probability near 23%. Peer multiples imply a price about 19% above where it trades; the thesis is on watch. This read is provisional.
Trailing returns as of 2026-10-30. CG is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 20 analysts currently covering CG (as of Oct 2026).
Based on 8 Wall Street analysts offering 12-month price targets for CG in the last 4 months.
Continue this research
Compare CG with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| CG Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 9 valuation methods, at three horizons. As of 2026-10-30. 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.
Compare the value case
Put CG next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Drive revenue growth across business segments
Large consumer-loan purchase expands Carlyle's credit deployment and revenue opportunities.
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 2026-10-30. EPS is implied from price ÷ P/E. Not investment advice.
Current $40.18
The last 12 months of price, then the range of analyst 12-month targets from today’s $40.18.
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.
Around the middle on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Withdrawing from the Lukoil process removes a potential transaction and associated upside.
Expired Lukoil deal eliminates a potential transaction, but not core earnings.
Threatens: Drive revenue growth across business segments
Carlyle flags AI-related concentration risks in private-credit portfolios.
Acquisition aligns with revenue growth and capital allocation objectives.
Advances: Drive revenue growth across business segments
Majority investment in Nido adds India lending exposure and growth potential.
Advances: Drive revenue growth across business segments
Stake purchase supports Carlyle's expansion in Indian financial services.
Advances: Drive revenue growth across business segments
Majority Nido investment expands Carlyle's financial-services growth platform.
