Carlyle Group Stock Performance
| CG Stock | USD 59.73 2.09 3.63% |
The firm shows a Beta (market volatility) of 1.95, which signifies a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Carlyle will likely underperform. At this point, Carlyle Group has a negative expected return of -0.14%. Please make sure to confirm Carlyle's kurtosis, and the relationship between the value at risk and rate of daily change , to decide if Carlyle Group performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
Weakest
Weak | Strong |
Over the last 90 days Carlyle Group has generated negative risk-adjusted returns adding no value to investors with long positions. Despite latest unfluctuating performance, the Stock's technical and fundamental indicators remain stable and the current disturbance on Wall Street may also be a sign of long-run gains for the company stockholders. ...more
Actual Historical Performance (%)
One Day Return 3.64 | Five Day Return 6.17 | Year To Date Return 17.76 | Ten Year Return 261.84 | All Time Return 170.93 |
Forward Dividend Yield 0.0245 | Payout Ratio | Forward Dividend Rate 1.4 | Dividend Date 2025-11-19 | Ex Dividend Date 2025-11-10 |
1 | Disposition of 44038 shares by Jeffrey Ferguson of Carlyle at 60.66 subject to Rule 16b-3 | 10/10/2025 |
2 | JSR Life Sciences Enters Definitive Agreement to Transfer Crown Bioscience to Adicon Holdings Limited | 11/13/2025 |
3 | Factbox-Lukoils international assets and potential buyers | 11/18/2025 |
| Carlyle dividend paid on 19th of November 2025 | 11/19/2025 |
4 | Disposition of 1200 shares by Welters Anthony of Carlyle subject to Rule 16b-3 | 11/25/2025 |
5 | Carlyle Sells Debt of Roomba Maker as Bankruptcy Risks Loom | 12/01/2025 |
6 | Copper Hits Record High Goldman Warns A Circular Melt-Up Is Now Driving Global Market | 12/02/2025 |
7 | Medtronic appoints new CMO for Acute Care Monitoring | 12/03/2025 |
8 | Goldman Sachs, Carlyle, StepStone to provide 10K private fund access on Willow | 12/04/2025 |
9 | Hsbc Holdings PLC Grows Stock Position in Carlyle Group Inc. CG | 12/05/2025 |
10 | Medline aiming to raise 5.37 billion in biggest US IPO this year | 12/08/2025 |
11 | Why Carlyle Stock Is Up Today | 12/09/2025 |
| Begin Period Cash Flow | 1.4 B | |
| Total Cashflows From Investing Activities | -77.6 M |
Carlyle Relative Risk vs. Return Landscape
If you would invest 6,616 in Carlyle Group on September 12, 2025 and sell it today you would lose (643.00) from holding Carlyle Group or give up 9.72% of portfolio value over 90 days. Carlyle Group is generating negative expected returns and assumes 2.1729% volatility on return distribution over the 90 days horizon. Put differently, 19% of stocks are less risky than Carlyle on the basis of their historical return distribution, and some 99% of all equities are expected to be superior in generating returns on investments over the next 90 days. Expected Return |
| Risk |
Carlyle Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Carlyle's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Carlyle Group, and traders can use it to determine the average amount a Carlyle's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.0638
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| Negative Returns | CG |
Based on monthly moving average Carlyle is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Carlyle by adding Carlyle to a well-diversified portfolio.
Carlyle Fundamentals Growth
Carlyle Stock prices reflect investors' perceptions of the future prospects and financial health of Carlyle, and Carlyle fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Carlyle Stock performance.
| Return On Equity | 0.13 | ||||
| Return On Asset | 0.0333 | ||||
| Profit Margin | 0.21 % | ||||
| Operating Margin | (0.30) % | ||||
| Current Valuation | 31.21 B | ||||
| Shares Outstanding | 360.41 M | ||||
| Price To Earning | 6.52 X | ||||
| Price To Book | 3.70 X | ||||
| Price To Sales | 6.50 X | ||||
| Revenue | 4.09 B | ||||
| Gross Profit | 2.78 B | ||||
| EBITDA | 1.58 B | ||||
| Net Income | 1.08 B | ||||
| Cash And Equivalents | 1.61 B | ||||
| Cash Per Share | 4.42 X | ||||
| Total Debt | 9.5 B | ||||
| Debt To Equity | 1.24 % | ||||
| Current Ratio | 2.04 X | ||||
| Book Value Per Share | 15.60 X | ||||
| Cash Flow From Operations | (759.5 M) | ||||
| Earnings Per Share | 1.78 X | ||||
| Market Capitalization | 20.85 B | ||||
| Total Asset | 23.1 B | ||||
| Retained Earnings | 2.04 B | ||||
About Carlyle Performance
By analyzing Carlyle's fundamental ratios, stakeholders can gain valuable insights into Carlyle's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Carlyle has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Carlyle has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | (10.99) | (11.54) | |
| Return On Tangible Assets | 0.05 | 0.05 | |
| Return On Capital Employed | 0.06 | 0.11 | |
| Return On Assets | 0.04 | 0.05 | |
| Return On Equity | 0.18 | 0.17 |
Things to note about Carlyle Group performance evaluation
Checking the ongoing alerts about Carlyle for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Carlyle Group help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Carlyle Group generated a negative expected return over the last 90 days | |
| Carlyle Group reports about 1.61 B in cash with (759.5 M) of positive cash flow from operations. This results in cash-per-share (CPS) ratio of 4.42. | |
| Roughly 66.0% of the company shares are held by institutions such as insurance companies | |
| On 19th of November 2025 Carlyle paid $ 0.35 per share dividend to its current shareholders | |
| Latest headline from stockstory.org: Why Carlyle Stock Is Up Today |
- Analyzing Carlyle's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Carlyle's stock is overvalued or undervalued compared to its peers.
- Examining Carlyle's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Carlyle's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Carlyle's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Carlyle's stock. These opinions can provide insight into Carlyle's potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for Carlyle Stock analysis
When running Carlyle's price analysis, check to measure Carlyle's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Carlyle is operating at the current time. Most of Carlyle's value examination focuses on studying past and present price action to predict the probability of Carlyle's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Carlyle's price. Additionally, you may evaluate how the addition of Carlyle to your portfolios can decrease your overall portfolio volatility.
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