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About the company
The Carlyle Group Inc. is a global investment company. The Company operates through three segments: Global Private Equity, Global Credit, and Global Investment Solutions. The Global Private Equity segment advises the Company’s buyout, middle market and growth capital funds, its U.S. and internationally focused real estate funds, and its infrastructure and natural resources funds. The segment also includes the NGP Carry Funds advised by NGP. The Global Credit segment advises funds and vehicles that pursue investment strategies including loans and structured credit, direct lending, opportunistic credit, distressed credit, aircraft financing and servicing, infrastructure debt, insurance solutions and global capital markets. The Global Investment Solutions segment advises global private equity programs and related co-investment and secondary activities. The Company has investment professionals in over 28 offices across four continents. It also focuses on private student loan portfolio.
- Revenue in USD (TTM)2.96bn
- Net income in USD-608.40m
- Incorporated2011
- Employees2.20k
- 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 |
|---|---|---|
| GBTEC Software & Consulting AG | 43.04% | -- |
| Locabox SAS | 54.02% | -- |
| Medtronic Plc-Medical Device Businesses(2) | 53.26% | -- |
| Evolution Funding Ltd | 34.25% | -- |
| Prophecy SAS | 45.01% | -- |
Data delayed at least 15 minutes, as of Apr 23 2024 21:15 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) |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Houlihan Lokey Inc | 1.84bn | 258.88m | 8.84bn | 2.61k | 33.02 | 5.00 | 30.98 | 4.81 | 3.88 | 3.88 | 27.54 | 25.59 | 0.6531 | -- | 5.96 | 704,488.50 | 9.20 | 12.72 | 15.18 | 21.62 | -- | -- | 14.08 | 17.19 | -- | 3,692.51 | 0.00 | 37.19 | -20.29 | 13.44 | -41.93 | 9.49 | 45.73 | 21.52 |
| Jefferies Financial Group Inc | 8.25bn | 284.70m | 9.23bn | 7.56k | 34.06 | 0.9436 | 23.39 | 1.12 | 1.28 | 1.25 | 35.93 | 46.13 | 0.146 | -- | 2.04 | 1,090,418.00 | 0.5264 | 1.67 | 0.9042 | 3.25 | 57.38 | 71.16 | 3.61 | 12.47 | -- | -- | 0.7325 | 26.28 | 4.49 | 9.39 | -66.29 | -2.06 | -67.64 | 29.86 |
| XP Inc | 2.88bn | 753.97m | 11.55bn | 6.93k | 15.24 | 3.07 | 19.70 | 4.02 | 1.38 | 1.38 | 5.29 | 6.88 | 0.0674 | -- | 23.24 | -- | 1.77 | 2.36 | 2.34 | 3.30 | -- | -- | 26.24 | 26.59 | -- | 8.33 | 0.7421 | -- | 11.34 | 38.10 | 8.94 | 53.24 | -- | -- |
| Equitable Holdings Inc | 14.73bn | 1.22bn | 12.13bn | 8.50k | 10.96 | 11.37 | -- | 0.823 | 3.38 | 3.38 | 41.93 | 7.93 | 0.0556 | -- | 1.40 | 1,733,177.00 | 0.6206 | 0.3329 | 0.6635 | 0.3525 | 55.86 | 57.06 | 11.15 | 5.76 | -- | 1.34 | 0.7911 | 58.78 | 13.18 | 3.64 | -41.05 | -7.27 | -0.9952 | 27.03 |
| Morningstar Inc | 2.04bn | 141.10m | 12.95bn | 11.33k | 92.45 | 9.75 | 38.85 | 6.35 | 3.28 | 3.28 | 47.58 | 31.08 | 0.5928 | -- | 5.55 | 179,865.90 | 4.32 | 5.69 | 5.81 | 7.55 | 58.62 | 59.37 | 7.28 | 9.62 | -- | 4.73 | 0.4228 | 36.45 | 8.98 | 14.86 | 100.14 | -4.82 | 9.37 | 14.46 |
| Franklin Resources Inc | 7.87bn | 928.60m | 13.47bn | 9.10k | 13.50 | 1.05 | 8.20 | 1.71 | 1.89 | 1.89 | 16.06 | 24.26 | 0.266 | -- | 5.70 | 855,804.40 | 4.02 | 5.89 | 5.01 | 7.46 | -- | -- | 15.13 | 18.23 | -- | -- | 0.4425 | 55.74 | -5.15 | 4.82 | -31.73 | -13.20 | 6.92 | 5.98 |
| TPG Inc | 2.40bn | 71.22m | 15.75bn | 1.85k | 190.67 | 27.02 | 221.71 | 6.57 | 0.2266 | 0.2266 | 7.54 | 1.60 | 0.2769 | -- | 7.71 | 1,295,392.00 | 0.2702 | -- | 1.16 | -- | -- | -- | 0.9758 | 52.30 | -- | -- | 0.2195 | 5.77 | 26.61 | 8.26 | -18.54 | -23.08 | 29.56 | -- |
| Carlyle Group Inc | 2.96bn | -608.40m | 16.37bn | 2.20k | -- | 3.15 | -- | 5.52 | -1.69 | -1.69 | 8.17 | 14.37 | 0.1392 | -- | 24.40 | 1,347,227.00 | -2.33 | 6.06 | -3.35 | 9.10 | 44.44 | 66.09 | -16.76 | 24.01 | -- | -106.99 | 0.6025 | 42.09 | -33.23 | 4.08 | -149.67 | -- | 16.30 | 0.8799 |
| Northern Trust Corp | 10.44bn | 934.80m | 17.09bn | 23.00k | 18.49 | 1.52 | 13.93 | 1.64 | 4.52 | 4.52 | 50.51 | 59.15 | 0.068 | -- | -- | 451,870.10 | 0.6428 | 0.8498 | 4.52 | 6.67 | 48.18 | 84.87 | 9.46 | 17.65 | -- | -- | 0.9206 | 46.82 | 50.32 | 11.92 | -17.82 | -6.63 | 5.96 | 10.63 |
| Cboe Global Markets Inc | 3.77bn | 757.50m | 18.99bn | 1.65k | 25.22 | 4.77 | 20.66 | 5.03 | 7.14 | 7.14 | 35.55 | 37.76 | 0.521 | -- | 10.67 | 2,291,136.00 | 10.51 | 7.42 | 13.10 | 8.88 | 50.83 | 43.89 | 20.18 | 13.79 | -- | 121.06 | 0.2653 | 40.14 | -4.67 | 6.39 | 223.58 | 12.41 | 4.39 | 12.60 |
| LPL Financial Holdings Inc | 10.05bn | 1.07bn | 19.74bn | 8.40k | 19.36 | 9.49 | 13.90 | 1.96 | 13.65 | 13.65 | 129.11 | 27.85 | 1.01 | -- | 5.21 | 1,196,768.00 | 10.73 | 8.99 | 16.41 | 13.68 | 98.95 | 98.91 | 10.61 | 8.99 | -- | 8.85 | 0.6487 | 12.16 | 16.88 | 14.14 | 26.08 | 19.40 | 20.22 | 3.71 |
| Tradeweb Markets Inc | 1.34bn | 364.40m | 21.63bn | 1.18k | 59.31 | 4.45 | 35.76 | 16.16 | 1.71 | 1.71 | 6.29 | 22.86 | 0.2009 | -- | 3.80 | 1,135,046.00 | 6.30 | 4.97 | 7.42 | 5.97 | -- | -- | 31.35 | 27.38 | -- | -- | 0.0036 | 25.19 | 12.57 | 15.27 | 17.89 | 17.97 | 7.97 | -- |
Data as of Apr 23 2024. Currency figures normalised to Carlyle Group Inc's reporting currency: US Dollar USD
32.94%Per cent of shares held by top holders
| Holder | Shares | % Held |
|---|---|---|
| The Vanguard Group, Inc.as of 31 Dec 2023 | 24.39m | 6.74% |
| Capital Research & Management Co. (World Investors)as of 31 Dec 2023 | 19.97m | 5.52% |
| BlackRock Fund Advisorsas of 31 Dec 2023 | 18.40m | 5.08% |
| William Blair Investment Management LLCas of 31 Dec 2023 | 11.14m | 3.08% |
| Vulcan Value Partners LLCas of 31 Dec 2023 | 8.44m | 2.33% |
| SSgA Funds Management, Inc.as of 31 Dec 2023 | 7.91m | 2.18% |
| Alkeon Capital Management LLCas of 31 Dec 2023 | 7.90m | 2.18% |
| Morgan Stanley & Co. LLCas of 31 Dec 2023 | 7.75m | 2.14% |
| BlackRock Advisors LLCas of 31 Dec 2023 | 7.01m | 1.94% |
| Ariel Investments LLCas of 31 Dec 2023 | 6.39m | 1.76% |
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Data from 31 Dec 2023 - 31 Dec 2023Source: FactSet Research Systems Inc.
