Equities

Carlyle Group Inc

Carlyle Group Inc

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FinancialsFinancial Services
  • Price (USD)44.80
  • Today's Change-0.26 / -0.58%
  • Shares traded1.69m
  • 1 Year change+45.45%
  • Beta1.3961
Data delayed at least 15 minutes, as of Jun 17 2021 21:00 BST.
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About the company

The Carlyle Group Inc., formerly The Carlyle Group L.P., is a diversified multi-product global alternative asset management firm. The Company advises on various investment funds and other investment vehicles that invests across a range of industries, geographies, asset classes and investment strategies, and seeks to deliver returns for its fund investors. The Company operates in four segments: Corporate Private Equity (CPE), Real Assets, Global Credit and Investment Solutions. The Corporate Private Equity segment is comprised of the operations that advise a diverse group of funds that invest in buyout, middle market and growth capital transactions that focus on either a geography or a particular industry. The Real Assets segment is comprised of the operations that advise United States and international funds focused on real estate, infrastructure, energy and renewable energy transactions.

  • Revenue in USD (TTM)6.12bn
  • Net income in USD1.83bn
  • Incorporated2011
  • Employees1.83k
  • Location
    Carlyle Group IncC/O The Carlyle Group1001 Pennsylvania Avenue, N.W.WASHINGTON 20004United StatesUSA
  • Phone+1 (202) 729-5626
  • Fax+1 (302) 655-5049
  • Websitehttps://www.carlyle.com
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Mergers & acquisitions

Acquired companyDeal statusDateDate /
Deal status
CG:NSQ since
announced
Transaction
value
1E LtdDeal completed09 Jun 202109 Jun 2021Deal completed1.01%--
Unchained Labs IncAnnounced06 Apr 202106 Apr 2021Announced19.40%435.00m
Occidental Petroleum Corp- Jubilee & Tweneboa Enyenra NtommeRumoured01 Apr 202101 Apr 2021Rumoured21.87%--
Ashworth & Parker LtdAnnounced23 Mar 202123 Mar 2021Announced21.02%--
Disguise Systems LtdDeal completed08 Mar 202108 Mar 2021Deal completed29.67%--
Data delayed at least 15 minutes, as of Jun 17 2021 21:00 BST.

Peer analysis

Key Information
CompanyRevenue (TTM)Net income (TTM)Market capEmployeesPrice/earnings (TTM)Price/book value (MRQ)Price/cash flow (TTM)Price/sales (TTM)EPS (excl. extraordinary items, TTM)EPS (incl. extraordinary items, TTM)Revenue per share (TTM)Book value per share (MRQ)Asset turnover (TTM)Inventory turnover (TTM)Receivables turnover (TTM)Revenues per employee (TTM)Return on avg assets (TTM)Return on avg assets (5 yr avg)Return on investment (TTM)Return on investment (5 yr avg)Gross margin (TTM)Gross margin
(5 yr avg)
Net profit margin (TTM)Net Profit margin
(5 yr avg)
Quick ratio (MRQ)Interest coverage (TTM)Total debt to capital (MRQ)Payout ratio
(5 yr avg)
Revenue
(YOY change %)
Revenue
(5 yr growth rate)
Net income
(YOY change %)
Net income
(5 yr growth rate)
Capital expenditure
(5 yr growth rate)
Dividend
(5 yr growth rate)
SEI Investments Company1.72bn467.51m8.98bn3.96k19.784.9116.225.213.183.1811.7212.820.8197--4.09435,271.8022.2222.9524.7026.8783.8282.0527.1027.62----0.0022.182.074.77-10.566.161.247.84
Morningstar, Inc.1.46bn254.60m10.27bn8.36k40.617.7726.097.045.895.8933.7430.770.5872--6.43182,767.3010.1410.0412.9113.0460.4559.5517.2716.00----0.234226.4717.8511.9947.1111.026.019.57
LPL Financial Holdings Inc6.12bn446.62m11.26bn4.82k25.507.8517.771.845.525.5275.6717.950.9612--5.351,285,925.007.027.0011.6110.3198.8098.767.307.57--6.990.643622.674.396.55-15.5822.8716.470.00
Cboe Global Markets Inc3.52bn446.80m12.41bn1.01k28.233.6520.413.534.124.1232.4231.830.5767--9.123,481,584.007.358.458.839.4335.8744.7612.7414.33--15.390.258739.1937.3040.1225.3018.003.8012.13
Invesco Ltd.6.21bn710.40m13.25bn8.43k18.761.2612.892.131.531.5313.3831.520.1727--6.11729,135.302.942.744.224.6468.5069.6417.0515.79--72.450.363760.270.4613.59-7.19-11.55-1.57-6.07
Equitable Holdings Inc14.67bn-7.58bn13.60bn11.80k--1.49--0.9268-16.67-16.6733.0624.960.0567--2.111,243,390.00-2.770.2691-2.960.28458.5652.17-48.904.73--0.30660.54055.614.144.2860.26--5.21--
Blue Owl Capital Inc-100.00bn-100.00bn15.53bn----1.75----------7.13----------------------------0.00--------------
Carlyle Group Inc6.12bn1.83bn15.98bn1.83k9.034.617.852.614.994.9916.749.770.421--25.833,352,055.0013.654.1619.066.7061.7272.0632.4120.64----0.66678.24-13.10-0.4810.8399---0.3557-21.66
Ares Management Corp2.41bn208.44m16.03bn1.45k47.3917.7420.166.651.231.2314.364.430.1619--9.231,661,397.005.142.836.873.76----31.7418.13----0.7572154.45-0.078916.720.396644.008.3511.55
Franklin Resources, Inc.6.89bn1.06bn17.07bn11.10k15.751.6211.232.482.152.1514.0220.940.377--6.99583,652.606.908.978.9810.85----18.3023.81----0.295763.06-1.82-6.88-33.86-17.288.5513.42
MarketAxess Holdings Inc.715.61m305.02m17.07bn606.0056.2217.2749.5123.857.997.9918.7526.020.5676--1.921,180,876.0024.1926.4133.9931.5894.9794.2042.6240.12--7,900.270.0033.2434.7717.8546.1125.5324.2924.57
Raymond James Financial, Inc.8.67bn1.05bn18.00bn14.80k17.512.3715.352.087.487.4861.9455.350.1637--3.18585,540.601.982.229.888.8795.7595.2412.0911.18----0.809420.511.819.00-20.8310.3010.8415.68
Tradeweb Markets Inc931.45m190.23m19.64bn961.0087.884.3449.7321.090.96250.96254.7619.470.1695--4.67969,252.904.32--5.40------25.49----209.170.00--15.10--98.52------
Futu Holdings Ltd647.27m300.52m21.43bn1.32k67.7216.21--33.112.162.164.779.010.0701--0.8431492,223.103.26--38.27--79.68--46.43----30,224.800.7175--211.88--825.91------
Data as of Jun 17 2021. Currency figures normalised to Carlyle Group Inc's reporting currency: US Dollar USD

Institutional shareholders

22.93%Per cent of shares held by top holders
HolderShares% Held
Vulcan Value Partners LLCas of 31 Mar 202119.67m5.55%
Capital Research & Management Co. (World Investors)as of 31 Mar 202117.39m4.90%
The Vanguard Group, Inc.as of 31 Mar 202115.92m4.49%
Morgan Stanley & Co. LLCas of 31 Mar 20216.51m1.84%
Alkeon Capital Management LLCas of 31 Mar 20215.04m1.42%
BlackRock Fund Advisorsas of 31 Mar 20214.85m1.37%
Jackson Square Partners LLCas of 31 Mar 20213.23m0.91%
Morgan Stanley Smith Barney LLC (Investment Management)as of 31 Mar 20213.19m0.90%
Samlyn Capital LLCas of 31 Mar 20212.94m0.83%
Legal & General Investment Management Ltd.as of 31 Mar 20212.56m0.72%
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Data from 31 Mar 2021 - 31 Mar 2021Source: FactSet Research Systems Inc.
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