Carlyle Group Inc (CG) Stock Analysis — PE Ratio, PS Ratio, Intrinsic Value & 2030 Price Target
Carlyle Group Inc stock (CG) is currently trading at $47.01. Carlyle Group Inc PE ratio is 21.68. Carlyle Group Inc PS ratio (Price-to-Sales) is 4.23. Analyst consensus price target for CG is $66.50. WallStSmart rates CG as Buy.
- CG PE ratio analysis and historical PE chart
- CG PS ratio (Price-to-Sales) history and trend
- CG intrinsic value — DCF, Graham Number, EPV models
- CG stock price prediction 2025 2026 2027 2028 2029 2030
- CG fair value vs current price
- CG insider transactions and insider buying
- Is CG undervalued or overvalued?
- Carlyle Group Inc financial analysis — revenue, earnings, cash flow
- CG Piotroski F-Score and Altman Z-Score
- CG analyst price target and Smart Rating
Carlyle Group Inc
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CG Intrinsic Value Analysis for Value Investors
Benjamin Graham Formula · Carlyle Group Inc (CG)
CG trades at a significant discount to its Graham intrinsic value of $102.02, offering a 48% margin of safety — a level value investors typically seek before buying.
Based on Benjamin Graham Formula. Growth rate capped at 25%. For informational purposes only. Not financial advice.
Smart Analysis
Carlyle Group Inc (CG) · 10 metrics scored
Smart Score
Category Performance
WallStSmart pulls financial metrics like revenue growth, profit margins, and valuation ratios and scores each one from 0 to 10 based on how strong or weak it is. Those 10 scores are grouped into 4 categories: Growth, Profitability, Valuation, and Quality — which form the 4 axes of the spider chart you see. The categories are then combined into a final score out of 100, but not equally. Growth and Profitability together count for 60% of the total, because a fast-growing profitable business matters more than just a cheap one. That final number maps to a rating (Strong Buy, Buy, Hold, Avoid) and a letter grade, giving you one clear Stock Rating.
Investment Thesis
Strong fundamentals in market cap, peg ratio, operating margin. Overall metrics suggest strong investment potential with favorable risk/reward.
Carlyle Group Inc (CG) Key Strengths (7)
Growing significantly faster than its price suggests
Keeps $31 of every $100 in revenue after operating costs
Revenue surging 93.90% year-over-year
Earnings per share surging 70.20% year-over-year
Keeps $20 of every $100 in revenue as net profit
Large-cap company with substantial market presence
65.34% held by institutions, strong professional interest
Supporting Valuation Data
Carlyle Group Inc (CG) Areas to Watch (3)
Premium valuation at 4.2x annual revenue
Moderate profitability with room for improvement
Fairly priced relative to book value
Supporting Valuation Data
Carlyle Group Inc (CG) Detailed Analysis Report
Overall Assessment
This company scores 80/100 in our Smart Analysis, earning a A- grade. Out of 10 metrics analyzed, 7 register as strengths (avg 9.6/10) while 3 fall into concern territory (avg 5.0/10). All four categories (Growth, Profitability, Valuation, and Quality) show healthy scores, indicating broadly sound fundamentals.
The Bull Case
The strongest argument centers on PEG Ratio, Operating Margin, Revenue Growth. Valuation metrics including PEG Ratio (0.66) suggest the stock is attractively priced. Profitability is solid with Operating Margin at 30.60%, Profit Margin at 20.10%. Growth metrics are encouraging with Revenue Growth at 93.90%, EPS Growth at 70.20%.
The Bear Case
The primary concerns are Price/Sales, Return on Equity, Price/Book. Some valuation metrics including Price/Sales (4.23), Price/Book (2.96) suggest expensive pricing. Profitability pressure is visible in Return on Equity at 14.10%.
Key Dynamics to Monitor
Three factors to monitor going forward. First, whether Price/Sales improves, as this is the primary drag on the overall score. Second, margin trajectory, with Return on Equity at 14.10% needing improvement to support the investment thesis. Third, growth sustainability, with Revenue Growth at 93.90% strong but requiring continuation.
Risk Considerations
Based on the metric profile, this is a moderate risk investment. The weight of evidence leans positive, with more strengths than concerns. Investors should size positions according to their risk tolerance and maintain diversification.
Bottom Line
The combination of PEG Ratio and Operating Margin makes a compelling case at current levels. The key risk is Price/Sales, but the overall fundamental picture is positive with a clear path to maintaining or improving the current A- grade.
Disclaimer: Smart Analysis is a scoring system developed by WallStSmart Team. Scores update daily using multi-model valuation framework. Always conduct your own research and consult with financial advisors before making investment decisions.
CG Price-to-Sales(PS) Ratio Chart
Historical valuation based on market cap ÷ trailing 12-month revenue
CG's Price-to-Sales ratio of 4.23x trades at a 34% premium to its historical average of 3.15x (82th percentile). The current valuation is 32% below its historical high of 6.19x set in Mar 2024, and 594% above its historical low of 0.61x in Mar 2017.
WallStSmart Analysis Synopsis
Data-driven financial summary for Carlyle Group Inc (CG) · FINANCIAL SERVICES › ASSET MANAGEMENT
The Big Picture
Carlyle Group Inc is a strong growth company balancing expansion with improving profitability. Revenue reached 4.0B with 94% growth year-over-year. Profit margins are strong at 20.1%, reflecting pricing power and operational efficiency.
Key Findings
Revenue growing at 94% YoY, reaching 4.0B. This pace significantly outperforms most ASSET MANAGEMENT peers.
Profit margin of 20.1% and operating margin of 30.6% demonstrate strong pricing power and operational efficiency.
What to Watch Next
Growth sustainability: can Carlyle Group Inc maintain 94%+ revenue growth, or will competition slow it down?
Volatility is elevated with a beta of 2.06, so expect amplified moves relative to the broader market.
Sector dynamics: monitor ASSET MANAGEMENT industry trends, competitive moves, and regulatory changes that could impact Carlyle Group Inc.
Bottom Line
Carlyle Group Inc offers an attractive blend of growth (94% revenue expansion) and improving fundamentals. The company is transitioning from pure growth to profitable growth, a critical inflection point. Watch for sustained margin expansion as the key signal.
This synopsis is generated from publicly available financial data. It is not financial advice. Always conduct your own research and consult a qualified financial advisor before making investment decisions.
Insider Transactions(53 last 3 months)
| Insider | Type | Shares |
|---|---|---|
CARLYLE, GROUP INC. 10% Owner | Sell | -19,840,268 |
| Insider | Type | Shares |
|---|---|---|
SCHWARTZ, HARVEY M Director, Chief Executive Officer | Sell | -134,812 |
| Insider | Type | Shares |
|---|---|---|
CARLYLE, GROUP INC. 10% Owner | Sell | -48,246,588 |
Data sourced from SEC Form 4 filings
Last updated: 2:28:54 PM
About Carlyle Group Inc(CG)
NASDAQ
FINANCIAL SERVICES
ASSET MANAGEMENT
USA
Carlyle Group Inc (CG) is a prominent global investment firm specializing in private equity, alternative asset management, and a wide range of innovative investment solutions across various industries. With a robust presence in North America, Europe, and Asia, Carlyle leverages its deep sector expertise and strategic relationships to drive superior returns for its clients. Known for its disciplined operational approach and a strong commitment to value creation, Carlyle is a leading option for institutional investors seeking resilient and diverse exposure within the alternative asset space.