more

Carlyle Group (CG)

(Delayed Data from NSDQ)

$42.50 USD

+0.13 (0.31%)

Updated May 10, 2024 04:00 PM ET

After-Market: $42.52 +0.02 (0.05%) 7:58 PM ET

Zacks Rank:

This is our short term rating system that serves as a timeliness indicator for stocks over the next 1 to 3 months. How good is it? See rankings and related performance below.

Zacks Rank	Definition	Annualized Return
1	Strong Buy	24.20%
2	Buy	18.04%
3	Hold	9.52%
4	Sell	5.20%
5	Strong Sell	2.60%
S&P	500	11.13%

Zacks Rank Education - Learn about the Zacks Rank

Zacks Rank Home - Zacks Rank resources in one place

Zacks Premium - The only way to fully access the Zacks Rank

3-Hold of 5 3

Style Scores:

The Style Scores are a complementary set of indicators to use alongside the Zacks Rank. It allows the user to better focus on the stocks that are the best fit for his or her personal trading style.

The scores are based on the trading styles of Value, Growth, and Momentum. There's also a VGM Score ('V' for Value, 'G' for Growth and 'M' for Momentum), which combines the weighted average of the individual style scores into one score.

Value Score	A
Growth Score	A
Momentum Score	A
VGM Score	A

Within each Score, stocks are graded into five groups: A, B, C, D and F. As you might remember from your school days, an A, is better than a B; a B is better than a C; a C is better than a D; and a D is better than an F.

As an investor, you want to buy stocks with the highest probability of success. That means you want to buy stocks with a Zacks Rank #1 or #2, Strong Buy or Buy, which also has a Score of an A or a B in your personal trading style.

Zacks Style Scores Education - Learn more about the Zacks Style Scores

C Value B Growth F Momentum C VGM

Industry Rank:

Top 40% (100 out of 251)

Industry: Financial - Investment Funds

View All Zacks #1 Ranked Stocks

Better trading starts here.

Research for CG

Annual Key Company Metrics
Quarterly Key Company Metrics

Revenue - Line of Business Segments	YR Estimate	12/31/2023	12/31/2022	12/31/2021	12/31/2020	12/31/2019
Revenues: Global Private Equity: ...		2,279	3,180	4,073	1,525	1,529
Revenues: Global Credit: Total [$...		779	800	451	414	350
Revenues: Global Investment Solut...		348	422	426	351	231
Revenues: Global Private Equity: ...		805	1,657	2,758	405	302
Revenues: Global Private Equity: ...		45	109	168	52	73
Revenues: Global Credit: Fund man...		512	473	314	288	307
Revenues: Global Credit: Total fe...		663	615	420	358	322
Revenues: Global Credit: Realized...		37	38	32	19	12
Revenues: Global Investment Solut...		242	223	228	193	157
Revenues: Global Investment Solut...		246	223	229	193	157
Revenues: Global Investment Solut...		--	--	--	--	71
Revenues: Global Credit: Realized...		--	--	--	--	2
Revenues: Global Investment Solut...		6	4	10	2	2
Revenues: Global Private Equity: ...		32	15	1	3	9
Revenues: Global Credit: Interest...		35	15	6	10	14
Revenues: Global Investment Solut...		6	3	0	1	2
Revenues: Global Credit: Transact...		62	82	62	34	15
Revenues: Global Private Equity: ...		68	69	--	--	--
Revenues: Global Credit: Fee Rel...		89	60	43	36	--
Segment Revenues: Fund management...		2,064	1,997	1,655	1,523	1,571
Segment Revenues: Transaction and...		80	111	97	57	54
Fee related performance revenues ...		161	129	43	36	--
Segment Revenues: Total segment f...		2,306	2,237	1,795	1,616	1,624
Segment Revenues: Realized perfor...		938	1,981	2,939	586	374
Segment Revenues: Realized princi...		89	151	210	73	87
Segment Revenues: Interest income...		72	33	7	14	24
Revenues: Global Private Equity: ...		1,310	1,301	1,112	1,042	1,107
Revenues: Global Private Equity: ...		18	30	34	23	39
Revenues: Global Private Equity: ...		1,397	1,400	1,146	1,065	1,146
NFM - Operating & Non Financial Metrics	YR Estimate	12/31/2023	12/31/2022	12/31/2021	12/31/2020	12/31/2019
Total AUM Roll Forward - EOP [$M]		425,994	372,691	300,957	245,769	224,442
Total Fee-earning AUM Roll Forwar...		307,418	266,577	193,419	170,102	161,057
Fee-earning AUM Roll Forward - Gl...		106,651	107,801	104,252	91,571	61,660
Fee-earning AUM Roll Forward - Gl...		155,238	121,229	51,718	42,133	37,862
Fee-earning AUM Roll Forward - Gl...		45,529	37,547	37,449	36,398	28,384
Total AUM Roll Forward - Global P...		161,308	163,098	162,117	131,780	86,429
Total AUM Roll Forward - Global C...		187,826	146,302	73,384	55,881	49,412
Total AUM Roll Forward - Global I...		76,860	63,291	65,456	58,108	45,246
Total AUM Roll Forward - Balance,...		372,691	300,957	--	--	--
Total AUM Roll Forward - Inflows ...		63,446	94,824	--	--	--
Total AUM Roll Forward - Outflows...		-25,880	-35,665	--	--	--
Fee-Earning AUM Roll Forward - Ba...		266,577	104,252	--	--	--
Fee-Earning AUM Roll Forward - In...		55,531	12,983	--	--	--
Fee-Earning AUM Roll Forward - Ou...		-18,329	-8,306	--	--	--
Fee-Earning AUM Roll Forward - Ma...		2,873	61	--	--	--
Fee-Earning AUM Roll Forward - Fo...		766	-1,189	--	--	--
Total AUM Roll Forward - Foreign ...		2,154	-5,534	--	--	--
Total AUM Roll Forward - Market A...		13,563	18,109	--	--	--

Revenue - Line of Business Segments	Qtr Estimate	03/31/2024	12/31/2023	09/30/2023	06/30/2023	03/31/2023
Revenues: Global Private Equity: ...		--	--	523	721	458
Revenues: Global Credit: Total [$...		--	--	178	181	196
Revenues: Global Investment Solut...		--	--	76	76	100
Revenues: Global Private Equity: ...		374	228	165	314	99
Revenues: Global Private Equity: ...		19	6	14	13	12
Revenues: Global Credit: Fund man...		137	134	129	127	123
Revenues: Global Credit: Total fe...		181	195	157	159	152
Revenues: Global Credit: Realized...		14	12	8	8	9
Revenues: Global Investment Solut...		74	69	59	58	57
Revenues: Global Investment Solut...		75	69	61	59	58
Revenues: Global Investment Solut...		23	22	13	16	38
Revenues: Global Credit: Realized...		1	8	3	6	28
Revenues: Global Investment Solut...		1	2	1	1	3
Revenues: Global Private Equity: ...		--	--	9	6	5
Revenues: Global Credit: Interest...		--	--	10	8	7
Revenues: Global Investment Solut...		--	--	2	1	1
Revenues: Global Credit: Transact...		20	31	7	13	11
Revenues: Global Private Equity: ...		4	5	1	53	10
Revenues: Global Credit: Fee Rel...		24	30	21	20	18
Revenues: Global Investment Solut...		1	0	2	1	1
Segment Revenues: Fund management...		516	525	518	515	506
Segment Revenues: Transaction and...		27	35	11	18	16
Fee related performance revenues ...		29	36	23	73	29
Segment Revenues: Total segment f...		571	595	553	606	551
Segment Revenues: Realized perfor...		398	258	180	335	165
Segment Revenues: Realized princi...		34	20	23	22	24
Segment Revenues: Interest income...		20	24	20	14	14
Revenues: Global Private Equity: ...		305	323	330	330	327
Revenues: Global Private Equity: ...		7	4	4	5	5
Revenues: Global Private Equity: ...		315	332	335	388	342
NFM - Operating & Non Financial Metrics	Qtr Estimate	03/31/2024	12/31/2023	09/30/2023	06/30/2023	03/31/2023
Total AUM Roll Forward - EOP [$M]		425,465	425,994	382,258	384,791	381,247
Total Fee-earning AUM Roll Forwar...		304,225	307,418	273,027	271,399	271,358
Fee-earning AUM Roll Forward - Gl...		104,024	106,651	107,390	107,079	107,797
Fee-earning AUM Roll Forward - Gl...		153,428	155,238	124,044	126,200	125,300
Fee-earning AUM Roll Forward - Gl...		46,773	45,529	41,593	38,120	38,245
Total AUM Roll Forward - Global P...		159,190	161,308	160,614	162,802	164,430
Total AUM Roll Forward - Global C...		186,351	187,826	150,072	151,539	150,035
Total AUM Roll Forward - Global I...		79,924	76,860	71,572	70,450	66,782
Total AUM Roll Forward - Balance,...		425,994	382,258	384,791	381,247	372,691
Total AUM Roll Forward - Inflows ...		5,334	40,608	6,322	7,178	6,943
Total AUM Roll Forward - Outflows...		-7,569	-7,808	-6,478	-5,583	-6,011
Fee-Earning AUM Roll Forward - Ba...		307,418	273,027	271,399	271,358	266,577
Fee-Earning AUM Roll Forward - In...		5,664	33,777	10,272	5,204	3,863
Fee-Earning AUM Roll Forward - Ou...		-6,311	-6,302	-4,885	-4,289	-2,853
Fee-Earning AUM Roll Forward - Ma...		-1,347	4,903	-1,901	-814	3,100
Fee-Earning AUM Roll Forward - Fo...		-1,199	2,013	-1,858	-60	671
Total AUM Roll Forward - Foreign ...		-2,014	3,821	-2,876	28	1,181
Total AUM Roll Forward - Market A...		3,720	7,115	499	1,921	6,443

Member Sign In

Member Sign In

Services Overview

Investor Services

Other Services

Trading Services

Innovators