Equities
FinancialsFinancial Services
  • Price (USD)51.07
  • Today's Change0.28 / 0.55%
  • Shares traded3.79m
  • 1 Year change+105.18%
  • Beta1.3698
Data delayed at least 15 minutes, as of Sep 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)7.69bn
  • Net income in USD2.61bn
  • 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
LiveU IncAnnounced20 Jul 202120 Jul 2021Announced16.84%--
1E LtdDeal completed09 Jun 202109 Jun 2021Deal completed15.15%--
Unchained Labs IncAnnounced06 Apr 202106 Apr 2021Announced36.11%435.00m
Occidental Petroleum Corp- Jubilee & Tweneboa Enyenra NtommeRumoured01 Apr 202101 Apr 2021Rumoured38.93%--
Ashworth & Parker LtdAnnounced23 Mar 202123 Mar 2021Announced37.95%--
Data delayed at least 15 minutes, as of Sep 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)
LPL Financial Holdings Inc6.65bn464.06m11.78bn5.34k25.707.5717.741.775.715.7181.8519.381.01--5.071,397,700.007.077.0011.3310.3198.8298.766.987.57--7.560.657722.674.396.55-15.5822.8716.470.00
Morningstar, Inc.1.55bn239.30m11.88bn8.78k49.848.8031.207.695.535.5335.7431.340.6106--6.79193,733.509.2810.0412.0913.0460.2859.5515.2016.00----0.217126.4717.8511.9947.1111.026.019.57
Equitable Holdings Inc15.34bn-3.45bn12.02bn11.80k--1.21--0.7838-7.84-7.8435.0127.910.0568--1.301,300,000.00-1.120.2691-1.180.28459.1352.17-19.674.73--0.53180.491255.614.144.2860.26--5.21--
Invesco Ltd.6.51bn1.04bn12.11bn8.48k11.751.118.281.862.232.2314.0132.310.1891--7.02764,661.604.332.745.874.6468.4969.6422.9215.79----0.358860.270.4613.59-7.19-11.55-1.57-6.07
Cboe Global Markets Inc3.45bn438.70m13.18bn1.01k30.363.8321.873.824.074.0732.0032.290.5534--9.723,414,357.007.068.458.499.4338.1444.7612.7614.33--14.210.273939.1937.3040.1225.3018.003.8012.13
Futu Holdings Ltd759.99m338.02m14.02bn1.32k40.515.22--18.452.362.365.3418.320.0685--0.7813577,937.903.05--22.02--80.62--44.48------0.6258--211.88--825.91------
Franklin Resources, Inc.7.87bn1.19bn15.75bn10.60k12.941.458.752.002.422.4216.0321.630.4063--6.88667,110.207.638.899.8810.73----18.7823.81----0.347763.06-1.82-6.88-33.86-17.288.5513.42
MarketAxess Holdings Inc.707.15m288.45m16.19bn606.0056.3515.8548.6222.897.567.5618.5426.890.5488--2.141,166,914.0022.3926.4130.6231.5894.6494.2040.7940.12--447.590.0033.2434.7717.8546.1125.5324.2924.57
Carlyle Group Inc7.69bn2.61bn18.10bn1.83k7.164.176.522.357.147.1420.9912.240.4812--27.884,215,233.0017.044.1624.586.7063.5172.0635.4220.64----0.624978.24-13.10-0.4810.8399---0.3557-21.66
Raymond James Financial, Inc.9.30bn1.18bn18.34bn14.80k15.872.3313.991.978.428.4266.2857.420.1827--3.38628,445.902.322.2210.898.8795.9395.2412.7211.18----0.808920.511.819.00-20.8310.3010.8415.68
Tradeweb Markets Inc980.19m215.05m19.60bn961.0079.094.3146.3620.001.061.064.8719.550.173--5.641,019,964.004.61--5.53------26.66----243.560.00--15.10--98.52------
Blue Owl Capital Inc-100.00bn-100.00bn20.12bn----2.24----------7.13----------------------------0.00--------------
Ares Management Corp3.10bn279.00m22.38bn1.45k51.1613.6126.047.221.541.5417.275.780.1917--11.722,138,680.005.062.837.093.76----26.4218.13----0.7021154.45-0.078916.720.396644.008.3511.55
Northern Trust Corporation6.15bn1.23bn22.55bn20.90k18.452.0612.943.665.865.8629.4656.730.038----294,464.100.78990.95296.157.32100.2795.5420.7821.58----0.929737.78-6.755.19-20.154.065.2715.20
XP Inc1.92bn530.52m25.20bn3.65k48.5310.5944.2713.140.9290.9293.364.260.1167--27.35525,283.803.23--4.01------27.70----67.440.6253--58.97--92.18------
Data as of Sep 17 2021. Currency figures normalised to Carlyle Group Inc's reporting currency: US Dollar USD

Institutional shareholders

24.96%Per cent of shares held by top holders
HolderShares% Held
Capital Research & Management Co. (World Investors)as of 30 Jun 202118.72m5.28%
Vulcan Value Partners LLCas of 30 Jun 202118.12m5.11%
The Vanguard Group, Inc.as of 30 Jun 202116.46m4.64%
Morgan Stanley Smith Barney LLC (Investment Management)as of 30 Jun 20218.98m2.53%
Morgan Stanley & Co. LLCas of 30 Jun 20216.70m1.89%
BlackRock Fund Advisorsas of 30 Jun 20215.56m1.57%
Alkeon Capital Management LLCas of 30 Jun 20214.98m1.41%
SSgA Funds Management, Inc.as of 30 Jun 20213.27m0.92%
Legal & General Investment Management Ltd.as of 30 Jun 20212.85m0.80%
Jackson Square Partners LLCas of 30 Jun 20212.83m0.80%
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Data from 30 Jun 2021 - 30 Jun 2021Source: FactSet Research Systems Inc.
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