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Carlyle Group (CG)

(Delayed Data from NSDQ)

$52.35 USD

-1.88 (-3.47%)

Updated Nov 7, 2024 04:00 PM ET

After-Market: $52.36 +0.01 (0.02%) 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	24.10%
2	Buy	17.80%
3	Hold	9.50%
4	Sell	2.70%
5	Strong Sell	2.70%
S&P	500	11.20%

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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.

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F Value F Growth F Momentum F VGM

Industry Rank:

Top 10% (25 out of 251)

Industry: Financial - Investment Management

View All Zacks #1 Ranked Stocks

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	--	--	--
Total AUM Roll Forward - Market A...		13,563	18,109	--	--	--

Revenue - Line of Business Segments	Qtr Estimate	09/30/2024	06/30/2024	03/31/2024	12/31/2023	09/30/2023
Revenues: Global Private Equity: ...		--	455	716	--	523
Revenues: Global Credit: Total [$...		--	230	206	--	178
Revenues: Global Investment Solut...		--	104	102	--	76
Revenues: Global Private Equity: ...		225	130	374	228	165
Revenues: Global Private Equity: ...		10	7	19	6	14
Revenues: Global Credit: Fund man...		143	141	137	134	129
Revenues: Global Credit: Total fe...		193	194	181	195	157
Revenues: Global Credit: Realized...		-3	19	14	12	8
Revenues: Global Investment Solut...		85	80	74	69	59
Revenues: Global Investment Solut...		93	82	75	69	61
Revenues: Global Investment Solut...		39	20	23	22	13
Revenues: Global Credit: Realized...		12	7	1	8	3
Revenues: Global Investment Solut...		2	1	1	2	1
Revenues: Global Private Equity: ...		--	7	8	--	9
Revenues: Global Credit: Interest...		--	10	11	--	10
Revenues: Global Investment Solut...		--	2	2	--	2
Revenues: Global Credit: Transact...		21	25	20	31	7
Revenues: Global Private Equity: ...		--	3	4	5	1
Revenues: Global Credit: Fee Rel...		29	28	24	30	21
Revenues: Global Investment Solut...		7	2	1	0	2
Segment Revenues: Fund management...		527	526	516	525	518
Segment Revenues: Transaction and...		27	29	27	35	11
Fee related performance revenues ...		9	33	29	36	23
Segment Revenues: Total segment f...		590	588	571	595	553
Segment Revenues: Realized perfor...		276	157	398	258	180
Segment Revenues: Realized princi...		9	27	34	20	23
Segment Revenues: Interest income...		20	18	20	24	20
Revenues: Global Private Equity: ...		299	305	305	323	330
Revenues: Global Private Equity: ...		6	4	7	4	4
Revenues: Global Private Equity: ...		305	312	315	332	335
NFM - Operating & Non Financial Metrics	Qtr Estimate	09/30/2024	06/30/2024	03/31/2024	12/31/2023	09/30/2023
Total AUM Roll Forward - EOP [$M]		447,404	434,620	425,465	425,994	382,258
Total Fee-earning AUM Roll Forwar...		313,607	307,245	304,225	307,418	273,027
Fee-earning AUM Roll Forward - Gl...		103,523	103,662	104,024	106,651	107,390
Fee-earning AUM Roll Forward - Gl...		159,161	155,437	153,428	155,238	124,044
Fee-earning AUM Roll Forward - Gl...		50,923	48,246	46,773	45,529	41,593
Total AUM Roll Forward - Global P...		169,208	164,226	159,190	161,308	160,614
Total AUM Roll Forward - Global C...		194,469	189,761	186,351	187,826	150,072
Total AUM Roll Forward - Global I...		83,727	80,633	79,924	76,860	71,572
Total AUM Roll Forward - Balance,...		434,620	425,465	425,994	382,258	384,791
Total AUM Roll Forward - Inflows ...		8,825	12,426	5,334	40,608	6,322
Total AUM Roll Forward - Outflows...		-10,144	-6,029	-7,569	-7,808	-6,478
Fee-Earning AUM Roll Forward - Ba...		307,345	304,225	307,418	273,027	271,399
Fee-Earning AUM Roll Forward - In...		5,359	10,236	5,664	33,777	10,272
Fee-Earning AUM Roll Forward - Ou...		-5,129	-7,142	-6,311	-6,302	-4,885
Fee-Earning AUM Roll Forward - Ma...		4,184	398	-1,347	4,903	-1,901
Total AUM Roll Forward - Market A...		10,906	3,347	3,720	7,115	499

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