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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
- LocationCarlyle 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 company | CG:NSQ since announced | Transaction value |
|---|---|---|
| LiveU Inc | 16.84% | -- |
| 1E Ltd | 15.15% | -- |
| Unchained Labs Inc | 36.11% | 435.00m |
| Occidental Petroleum Corp- Jubilee & Tweneboa Enyenra Ntomme | 38.93% | -- |
| Ashworth & Parker Ltd | 37.95% | -- |
Data delayed at least 15 minutes, as of Sep 17 2021 21:00 BST.
Peer analysis
Key Information
- Key Information
- Stock Performance
- Per Share Data
- Efficiency
- Management Effectiveness
- Profitability
- Financial Strength
- Growth Rates
| Company | Revenue (TTM) | Net income (TTM) | Market cap | Employees | Price/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 Inc | 6.65bn | 464.06m | 11.78bn | 5.34k | 25.70 | 7.57 | 17.74 | 1.77 | 5.71 | 5.71 | 81.85 | 19.38 | 1.01 | -- | 5.07 | 1,397,700.00 | 7.07 | 7.00 | 11.33 | 10.31 | 98.82 | 98.76 | 6.98 | 7.57 | -- | 7.56 | 0.6577 | 22.67 | 4.39 | 6.55 | -15.58 | 22.87 | 16.47 | 0.00 |
| Morningstar, Inc. | 1.55bn | 239.30m | 11.88bn | 8.78k | 49.84 | 8.80 | 31.20 | 7.69 | 5.53 | 5.53 | 35.74 | 31.34 | 0.6106 | -- | 6.79 | 193,733.50 | 9.28 | 10.04 | 12.09 | 13.04 | 60.28 | 59.55 | 15.20 | 16.00 | -- | -- | 0.2171 | 26.47 | 17.85 | 11.99 | 47.11 | 11.02 | 6.01 | 9.57 |
| Equitable Holdings Inc | 15.34bn | -3.45bn | 12.02bn | 11.80k | -- | 1.21 | -- | 0.7838 | -7.84 | -7.84 | 35.01 | 27.91 | 0.0568 | -- | 1.30 | 1,300,000.00 | -1.12 | 0.2691 | -1.18 | 0.284 | 59.13 | 52.17 | -19.67 | 4.73 | -- | 0.5318 | 0.4912 | 55.61 | 4.14 | 4.28 | 60.26 | -- | 5.21 | -- |
| Invesco Ltd. | 6.51bn | 1.04bn | 12.11bn | 8.48k | 11.75 | 1.11 | 8.28 | 1.86 | 2.23 | 2.23 | 14.01 | 32.31 | 0.1891 | -- | 7.02 | 764,661.60 | 4.33 | 2.74 | 5.87 | 4.64 | 68.49 | 69.64 | 22.92 | 15.79 | -- | -- | 0.3588 | 60.27 | 0.461 | 3.59 | -7.19 | -11.55 | -1.57 | -6.07 |
| Cboe Global Markets Inc | 3.45bn | 438.70m | 13.18bn | 1.01k | 30.36 | 3.83 | 21.87 | 3.82 | 4.07 | 4.07 | 32.00 | 32.29 | 0.5534 | -- | 9.72 | 3,414,357.00 | 7.06 | 8.45 | 8.49 | 9.43 | 38.14 | 44.76 | 12.76 | 14.33 | -- | 14.21 | 0.2739 | 39.19 | 37.30 | 40.12 | 25.30 | 18.00 | 3.80 | 12.13 |
| Futu Holdings Ltd | 759.99m | 338.02m | 14.02bn | 1.32k | 40.51 | 5.22 | -- | 18.45 | 2.36 | 2.36 | 5.34 | 18.32 | 0.0685 | -- | 0.7813 | 577,937.90 | 3.05 | -- | 22.02 | -- | 80.62 | -- | 44.48 | -- | -- | -- | 0.6258 | -- | 211.88 | -- | 825.91 | -- | -- | -- |
| Franklin Resources, Inc. | 7.87bn | 1.19bn | 15.75bn | 10.60k | 12.94 | 1.45 | 8.75 | 2.00 | 2.42 | 2.42 | 16.03 | 21.63 | 0.4063 | -- | 6.88 | 667,110.20 | 7.63 | 8.89 | 9.88 | 10.73 | -- | -- | 18.78 | 23.81 | -- | -- | 0.3477 | 63.06 | -1.82 | -6.88 | -33.86 | -17.28 | 8.55 | 13.42 |
| MarketAxess Holdings Inc. | 707.15m | 288.45m | 16.19bn | 606.00 | 56.35 | 15.85 | 48.62 | 22.89 | 7.56 | 7.56 | 18.54 | 26.89 | 0.5488 | -- | 2.14 | 1,166,914.00 | 22.39 | 26.41 | 30.62 | 31.58 | 94.64 | 94.20 | 40.79 | 40.12 | -- | 447.59 | 0.00 | 33.24 | 34.77 | 17.85 | 46.11 | 25.53 | 24.29 | 24.57 |
| Carlyle Group Inc | 7.69bn | 2.61bn | 18.10bn | 1.83k | 7.16 | 4.17 | 6.52 | 2.35 | 7.14 | 7.14 | 20.99 | 12.24 | 0.4812 | -- | 27.88 | 4,215,233.00 | 17.04 | 4.16 | 24.58 | 6.70 | 63.51 | 72.06 | 35.42 | 20.64 | -- | -- | 0.6249 | 78.24 | -13.10 | -0.481 | 0.8399 | -- | -0.3557 | -21.66 |
| Raymond James Financial, Inc. | 9.30bn | 1.18bn | 18.34bn | 14.80k | 15.87 | 2.33 | 13.99 | 1.97 | 8.42 | 8.42 | 66.28 | 57.42 | 0.1827 | -- | 3.38 | 628,445.90 | 2.32 | 2.22 | 10.89 | 8.87 | 95.93 | 95.24 | 12.72 | 11.18 | -- | -- | 0.8089 | 20.51 | 1.81 | 9.00 | -20.83 | 10.30 | 10.84 | 15.68 |
| Tradeweb Markets Inc | 980.19m | 215.05m | 19.60bn | 961.00 | 79.09 | 4.31 | 46.36 | 20.00 | 1.06 | 1.06 | 4.87 | 19.55 | 0.173 | -- | 5.64 | 1,019,964.00 | 4.61 | -- | 5.53 | -- | -- | -- | 26.66 | -- | -- | 243.56 | 0.00 | -- | 15.10 | -- | 98.52 | -- | -- | -- |
| Blue Owl Capital Inc | -100.00bn | -100.00bn | 20.12bn | -- | -- | 2.24 | -- | -- | -- | -- | -- | 7.13 | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 0.00 | -- | -- | -- | -- | -- | -- | -- |
| Ares Management Corp | 3.10bn | 279.00m | 22.38bn | 1.45k | 51.16 | 13.61 | 26.04 | 7.22 | 1.54 | 1.54 | 17.27 | 5.78 | 0.1917 | -- | 11.72 | 2,138,680.00 | 5.06 | 2.83 | 7.09 | 3.76 | -- | -- | 26.42 | 18.13 | -- | -- | 0.7021 | 154.45 | -0.0789 | 16.72 | 0.3966 | 44.00 | 8.35 | 11.55 |
| Northern Trust Corporation | 6.15bn | 1.23bn | 22.55bn | 20.90k | 18.45 | 2.06 | 12.94 | 3.66 | 5.86 | 5.86 | 29.46 | 56.73 | 0.038 | -- | -- | 294,464.10 | 0.7899 | 0.9529 | 6.15 | 7.32 | 100.27 | 95.54 | 20.78 | 21.58 | -- | -- | 0.9297 | 37.78 | -6.75 | 5.19 | -20.15 | 4.06 | 5.27 | 15.20 |
| XP Inc | 1.92bn | 530.52m | 25.20bn | 3.65k | 48.53 | 10.59 | 44.27 | 13.14 | 0.929 | 0.929 | 3.36 | 4.26 | 0.1167 | -- | 27.35 | 525,283.80 | 3.23 | -- | 4.01 | -- | -- | -- | 27.70 | -- | -- | 67.44 | 0.6253 | -- | 58.97 | -- | 92.18 | -- | -- | -- |
Data as of Sep 17 2021. Currency figures normalised to Carlyle Group Inc's reporting currency: US Dollar USD
24.96%Per cent of shares held by top holders
| Holder | Shares | % Held |
|---|---|---|
| Capital Research & Management Co. (World Investors)as of 30 Jun 2021 | 18.72m | 5.28% |
| Vulcan Value Partners LLCas of 30 Jun 2021 | 18.12m | 5.11% |
| The Vanguard Group, Inc.as of 30 Jun 2021 | 16.46m | 4.64% |
| Morgan Stanley Smith Barney LLC (Investment Management)as of 30 Jun 2021 | 8.98m | 2.53% |
| Morgan Stanley & Co. LLCas of 30 Jun 2021 | 6.70m | 1.89% |
| BlackRock Fund Advisorsas of 30 Jun 2021 | 5.56m | 1.57% |
| Alkeon Capital Management LLCas of 30 Jun 2021 | 4.98m | 1.41% |
| SSgA Funds Management, Inc.as of 30 Jun 2021 | 3.27m | 0.92% |
| Legal & General Investment Management Ltd.as of 30 Jun 2021 | 2.85m | 0.80% |
| Jackson Square Partners LLCas of 30 Jun 2021 | 2.83m | 0.80% |
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Data from 30 Jun 2021 - 30 Jun 2021Source: FactSet Research Systems Inc.
