CG · Carlyle Group Inc

NASDAQ Financial Services Large Cap Clavix B
46.97+0.00  (+0.00%)

Price

Snapshot

50 fields · last close
Market Cap$16.74B
P/E45.99
Float264.9M
Beta1.83
Volatility45.8%
ExchangeNASDAQ
SectorFinancial Services
Cap tierLarge cap
Macro sensitivityVery High
Clavix score70
Price46.97
Change+0.00%
Prev Close46.97
Open46.90
Day Low46.50
Day High47.61
Avg Vol3
Avg $ Vol$132.6M
52W High69.85
52W Low39.60
52W Pos24.4%
From High−32.76%
From Low+18.61%
Max DD 1Y−41.57%
Spread0.10%
LiquidityNormal
SMA 20−3.25%
SMA 50+0.94%
SMA 200−7.75%
RSI (14)45.8
Vol 30D40.6%
Vol 90D36.9%
1Y Range40–70
Daily bars507
Perf Week−4.32%
Perf Month−3.91%
Perf Quarter+8.03%
Perf Half Y−3.95%
Perf Year−27.66%
Perf YTD−22.82%
Prev Day+0.00%
ClavixB
Debt / Eq2.33
Curr Ratio0.56
Int Cover2.8×
FCF Margin30.4%
Rev Growth−28.6%
ProfitProfitable
LeverageHigh
Sector rank49 / 69

Clavix risk grade

regraded every trading day
B70/100

CG grades B, 70 of 100. Steadiest on Price Stability (57), most exposed on News Sentiment (45, fragile). 0 of the 4 weighted dimensions sit above the Financial Services median. Ranks 49 of 69 in Financial Services by Clavix score.

PriceMacroSectorNewsFinancial

How rough the ride is

CGFinancial Services median
Betavs the overall market · lower is steadier1.831.20
Volatilityannualized45.8%30.0%
Max drawdown, past yearworst peak-to-trough fall−41.6%
Typical daily movemedian absolute daily change1.44%
Days beyond ±3%of the last 252 sessions4819%

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

CG
46.97

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

CG

Percent below the running high over the last 12 months. Zero is a fresh high.

Market sensitivity

CGFinancial Services median
Beta to the markethow much it swings with the S&P 500 · lower is safer1.831.20
Macro sensitivityrate, dollar and credit exposure bucketVery HighModerate40% of 70

Where it sits on the macro scale

Low 7Moderate 28High 24Very High 11

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

Sector
Financial Services69 companies ranked
CG
#49 of 69

Rank by Clavix score within the sector. Right is the top of the sector.

Price performance

CG
1 week−4.3%
1 month−3.9%
Year to date−22.8%
1 year−27.7%

Context for the rank, not itself a risk measure.

Recent coverage, scored

CG
Articles scoredthe most recent scored coverage, up to 3030since 4 Aug
Average score0 most bearish, 100 most bullish71
Bullish · bearisharticles above 60 · below 4029 · 0
Directionarticles whose tone is improving vs worsening29 ↑ 0 ↓

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

Debt / equityTotal debt vs shareholder equity · lower is stronger
2.33sector median 0.83 · 70 names
Current ratioShort-term assets vs liabilities · higher is stronger
0.56sector median 1.03 · 62 names
FCF marginFree cash flow as a share of revenue · higher is stronger
30.4%sector median 27.9% · 65 names
Interest coverageOperating income vs interest expense · higher is stronger
2.8×sector median 7.6× · 57 names

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−28.6%

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.

Against Financial Services

70 companies
MetricCGSector spreadMedian
Beta1.83
1.20
Volatility45.8%
30.0%
P/E45.99
21.81
Debt / equity2.33
0.83
Current ratio0.56
1.03
FCF margin30.4%
27.9%
Interest coverage2.8×
7.6×

Recent news

most recent scored articles · the chip is the article’s score · click to open

Carlyle Group and Dynasty Equity closed minority investments in the Seattle Seahawks NFL franchise, which is being acquired by the Khosla family. Dynasty Equity's co-founder highlighted the team's strong fan base and brand reach beyond the Pacific Northwest.

Source pehub.com Significance moderate Impact financial impact Risk improving

Read the article →

Carlyle (CG) and Dynasty Equity have completed minority investments in the Seattle Seahawks, supporting the Khosla family's purchase of the NFL team. The deal received league approval at an August 26 NFL meeting.

Source Business Wire Significance moderate Impact financial impact Risk improving

Read the article →

Carlyle and Dynasty Equity announced the closing of their minority investments in the Seattle Seahawks, backing the Khosla family's purchase of the NFL team. The deals received league approval at the NFL's Special League Meeting on August 26.

Source businesswire.com Significance moderate Impact financial impact Risk improving

Read the article →

VLCC, a beauty and wellness company in which Carlyle Group holds a majority stake, raised ₹110 crore from BlackSoil Capital to fund expansion of its beauty, wellness, and personal care businesses. The company currently operates over 250 locations across more than 130 cities.

Source indiatimes.com Significance moderate Impact financial impact Risk improving

Read the article →

Diversified Energy Company agreed to buy Birch Permian Holdings from Elliott Investment Management for about $1.8 billion, the largest acquisition in Diversified's 25-year history. The deal adds roughly 68,000 barrels of oil equivalent per day of production from the Permian Basin and is expected to close in the fourth quarter of 2026.

Source newsnreleases.com Significance moderate Impact financial impact Risk improving

Read the article →

Nearest peers by size

Financial Services
TickerCompanyGradeMkt capP/EBeta
BENFranklin Resources IncB+$17.65B21.711.60Compare
CRBGCorebridge Financial IncB+$15.37B16.941.02Compare
OWLBlue Owl Capital IncC+$18.32B226.411.30Compare
IVZInvesco LtdB$14.60B1.66Compare
EQHEquitable Holdings IncB+$14.46B1.09Compare
ARCCAres Capital CorpA-$14.39B14.990.66Compare
TOSTToast IncB-$19.72B40.591.77Compare
TPGTPG IncB-$20.25B85.701.46Compare

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