CG · Carlyle Group Inc
Price
Snapshot
50 fields · last close| Market Cap | $13.29B |
| P/E | 36.53 |
| Float | 264.9M |
| Beta | 1.85 |
| Volatility | 46.4% |
| Exchange | NASDAQ |
| Sector | Financial Services |
| Cap tier | Large cap |
| Macro sensitivity | Very High |
| Clavix score | 71.1 |
| Price | 37.58 |
| Change | +0.72% |
| Prev Close | 37.31 |
| Open | 36.31 |
| Day Low | 36.31 |
| Day High | 37.80 |
| Avg Vol | 4 |
| Avg $ Vol | $132.0M |
| 52W High | 67.30 |
| 52W Low | 35.41 |
| 52W Pos | 6.8% |
| From High | −44.16% |
| From Low | +6.13% |
| Max DD 1Y | −45.90% |
| Spread | 0.10% |
| Liquidity | Normal |
| SMA 20 | −2.34% |
| SMA 50 | −12.72% |
| SMA 200 | −22.09% |
| RSI (14) | 37.3 |
| Vol 30D | 28.6% |
| Vol 90D | 34.9% |
| 1Y Range | 35–67 |
| Daily bars | 538 |
| Perf Week | +0.19% |
| Perf Month | −8.69% |
| Perf Quarter | −15.36% |
| Perf Half Y | −28.37% |
| Perf Year | −34.70% |
| Perf YTD | −38.25% |
| Prev Day | +0.72% |
| Clavix | B |
| Debt / Eq | 2.33 |
| Curr Ratio | 0.56 |
| Int Cover | 2.8× |
| FCF Margin | −70.6% |
| Rev Growth | −11.9% |
| Profit | Profitable |
| Leverage | High |
| Sector rank | 47 / 69 |
Clavix risk grade
regraded every trading dayCG grades B, 71.1 of 100. Steadiest on News Sentiment (68), most exposed on Sector Resilience (46, fragile). 1 of the 4 weighted dimensions sit above the Financial Services median. Ranks 47 of 69 in Financial Services by Clavix score.
How rough the ride is
| CG | Financial Services median | |
|---|---|---|
| Betavs the overall market · lower is steadier | 1.85 | 1.21 |
| Volatilityannualized | 46.4% | 30.2% |
| Max drawdown, past yearworst peak-to-trough fall | −45.9% | — |
| Typical daily movemedian absolute daily change | 1.43% | — |
| Days beyond ±3%of the last 252 sessions | 44 (17%) | — |
How its days are spread
Daily returns over the last 252 sessions in 1% bins. Moves beyond ±6% land in the end bins.
52-week range
The bar runs from the lowest to the highest close of the last 252 sessions; the marker is the latest close.
Drawdown from the 1-year peak
Percent below the running high over the last 12 months. Zero is a fresh high.
Market sensitivity
| CG | Financial Services median | |
|---|---|---|
| Beta to the markethow much it swings with the S&P 500 · lower is safer | 1.85 | 1.21 |
| Macro sensitivityrate, dollar and credit exposure bucket | Very High | Moderate 40% of 70 |
Where it sits on the macro scale
Low means rates, the dollar and credit spreads barely move it. Very High means they drive a large share of its swings. The counts are how many Financial Services names sit in each bucket.
Where it ranks in its sector
Rank by Clavix score within the sector. Right is the top of the sector.
Price performance
| CG | |
|---|---|
| 1 week | +0.2% |
| 1 month | −8.7% |
| Year to date | −38.3% |
| 1 year | −34.7% |
Context for the rank, not itself a risk measure.
Recent coverage, scored
| CG | |
|---|---|
| Articles scoredthe most recent scored coverage, up to 30 | 30 since 3 Sep |
| Average score0 most bearish, 100 most bullish | 62 |
| Bullish · bearisharticles above 60 · below 40 | 23 · 6 |
| Directionarticles whose tone is improving vs worsening | 23 ↑ 6 ↓ |
Where the article scores land
Each bar is a 10-point band of article scores. Below 40 reads bearish, above 60 bullish.
Balance sheet, against the sector
The shaded band is the middle half of the 70 Financial Services names Clavix covers; the tick is the sector median.
Growth
| CG | |
|---|---|
| Revenue growthyear over year | −11.9% |
Financial Health is shown but does not count toward the grade. Why
0–100, higher is safer. The tick on each bar is the Financial Services median. Click a dimension for the evidence behind it. Financial Health is shown but does not count toward the grade.
Recent news
most recent scored articles · the chip is the article’s score · click to openWall Street Zen upgraded Carlyle Group's stock rating from 'sell' to 'hold' in a research note issued on Sunday. No reason or price target was given in the article.
Carlyle's head of global research, Jason Thomas, appeared on CNBC's 'Squawk Box' to discuss the state of AI financing and to detail the firm's warning to the private credit industry about risks when funding the AI boom.
The article is brief: investment research firm Wall Street Zen lowered its rating on Carlyle Group from 'hold' to 'sell' on a Saturday. No financial results, business developments, or company disclosures are described.
Carlyle Group has stopped actively pursuing a deal to buy international assets from Lukoil, Russia's second-largest oil producer. No reason was given for the withdrawal.
CFGI, a financial consulting firm owned by private equity groups Carlyle and CVC, has agreed to buy BAO Consulting, a Texas-based accounting and finance advisory firm founded in 2021 that operates in Dallas and Houston. Deal terms were not disclosed.
Nearest peers by size
Financial Services| Ticker | Company | Grade | Mkt cap | P/E | Beta | |
|---|---|---|---|---|---|---|
| ARCC | Ares Capital Corp | A- | $13.29B | 13.77 | 0.66 | Compare |
| IVZ | Invesco Ltd | B | $12.71B | — | 1.65 | Compare |
| SEIC | SEI Investments Co | — | $12.36B | 17.37 | 0.96 | Compare |
| OWL | Blue Owl Capital Inc | C+ | $14.34B | 177.27 | 1.32 | Compare |
| EQH | Equitable Holdings Inc | B+ | $14.75B | — | 1.08 | Compare |
| ALLY | Ally Financial Inc | B+ | $11.55B | 7.86 | 1.18 | Compare |
| CHYM | Chime Financial Inc | C- | $11.53B | — | 2.04 | Compare |
| CRBG | Corebridge Financial Inc | B+ | $15.58B | 17.18 | 1.02 | Compare |
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