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About the company
The Carlyle Group Inc. is a global investment company. The Company advises an array of investment funds and other investment vehicles that invest across the private capital asset classes. The Company operates through three segments: Global Private Equity, Global Credit, and Global Investment Solutions. The Global Private Equity segment is comprised of the Company’s operations that advise a diverse group of funds that invest in buyout, real estate, and natural resources funds. The Global Credit segment advises a group of funds that pursue investment strategies across the credit spectrum, including liquid credit, illiquid credit, and real assets credit, as well as cross-platform vehicles, such as Carlyle Tactical Private Credit Fund. The Global Investment Solutions segment provides investment opportunities and resources for its investors and clients to build private equity portfolios through fund of funds, secondary purchases of existing portfolios and managed co-investment programs.
- Revenue in USD (TTM)5.72bn
- Net income in USD1.75bn
- Incorporated2011
- Employees1.85k
- 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 |
|---|---|---|
| Lacour Concept SAS | 8.81% | -- |
| Vlcc Health Care Ltd | 9.18% | -- |
| Tescan Orsay Holding as | 19.13% | -- |
| Incubeta UK Ltd | 19.09% | -- |
| Heritage Provider Network Inc | 22.60% | -- |
Data delayed at least 15 minutes, as of Jan 27 2023 21:00 GMT.
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) |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Oaktree Capital Group LLC | 709.52m | 141.54m | 8.22bn | 1.06k | 16.36 | 2.96 | 23.35 | 11.59 | 1.43 | 1.43 | 7.02 | 10.28 | 0.0514 | -- | 3.54 | 671,894.90 | 2.74 | 5.62 | 3.65 | 7.79 | 61.16 | 71.25 | 53.22 | 49.67 | -- | -- | 0.6798 | 84.40 | 238.97 | 5.26 | 336.66 | 25.42 | -61.67 | -- |
| SEI Investments Co | 1.99bn | 475.47m | 8.31bn | 4.37k | 17.95 | 4.25 | 14.74 | 4.17 | 3.45 | 3.45 | 14.49 | 14.56 | 0.8404 | -- | 3.97 | -- | 20.07 | 22.99 | 23.87 | 27.00 | 84.90 | 83.90 | 23.88 | 27.90 | -- | -- | 0.00 | 20.26 | 3.79 | 5.46 | -13.01 | 3.94 | -- | 7.39 |
| Invesco Ltd. | 6.05bn | 683.90m | 8.40bn | 8.62k | 12.41 | 0.5522 | 9.83 | 1.39 | 1.49 | 1.49 | 13.17 | 33.45 | 0.1937 | -- | -- | -- | 2.96 | 3.13 | 3.37 | 4.59 | 68.82 | 68.92 | 15.30 | 17.48 | -- | -- | 0.3242 | 49.87 | -12.26 | 3.23 | -50.90 | -7.25 | -- | -8.63 |
| Jefferies Financial Group Inc | 7.43bn | 957.18m | 8.98bn | 5.56k | 10.62 | 0.8719 | 7.78 | 1.21 | 3.69 | 3.69 | 28.75 | 44.98 | 0.1312 | -- | 1.08 | 1,336,797.00 | 1.72 | 1.66 | 4.36 | 3.62 | 76.25 | 73.31 | 13.12 | 13.51 | -- | 10.49 | 0.7555 | 21.27 | 28.49 | 18.36 | 116.71 | -- | -8.39 | -0.3096 |
| TPG Inc | 2.57bn | 391.07m | 9.73bn | 1.01k | 25.43 | 8.69 | 11.75 | 3.78 | 1.27 | 1.27 | 8.34 | 3.73 | 0.2656 | -- | 12.14 | 2,538,629.00 | 8.13 | -- | 21.32 | -- | -- | -- | 30.61 | -- | -- | -- | 0.1055 | -- | 153.16 | -- | 118.39 | -- | -- | -- |
| XP Inc | 2.65bn | 747.27m | 9.92bn | 6.19k | 13.76 | 2.87 | 12.55 | 3.74 | 1.30 | 1.30 | 4.60 | 6.22 | 0.0851 | -- | 29.09 | 428,160.60 | 2.40 | -- | 3.17 | -- | -- | -- | 28.21 | 25.32 | -- | 12.45 | 0.7358 | 0.00 | 48.16 | 57.36 | 72.86 | 80.24 | 62.00 | -- |
| Morningstar Inc | 1.86bn | 123.70m | 10.05bn | 11.72k | 83.19 | 8.53 | 35.18 | 5.41 | 2.85 | 2.85 | 43.10 | 27.76 | 0.6032 | -- | 6.32 | 194,411.90 | 4.08 | 8.72 | 5.39 | 11.38 | 58.34 | 59.71 | 6.76 | 14.10 | -- | 13.28 | 0.4954 | 27.54 | 22.30 | 16.30 | -13.55 | 3.72 | 10.14 | -- |
| Equitable Holdings Inc | 13.12bn | 2.75bn | 11.58bn | 7.80k | 4.37 | 6.46 | -- | 0.8825 | 7.16 | 7.16 | 33.89 | 9.06 | 0.0495 | -- | 0.7869 | 1,682,564.00 | 1.18 | 0.1179 | 1.25 | 0.1243 | 52.41 | 52.29 | 23.83 | 2.14 | -- | -- | 0.6853 | -- | 9.19 | 2.53 | 26.11 | -- | 4.35 | -- |
| Carlyle Group Inc | 5.72bn | 1.75bn | 12.84bn | 1.85k | 7.36 | 2.10 | 6.75 | 2.24 | 4.79 | 4.79 | 15.68 | 16.84 | 0.2731 | -- | 14.67 | 3,091,027.00 | 8.53 | 8.63 | 12.19 | 13.67 | 70.85 | 67.85 | 31.24 | 28.60 | -- | 142.08 | 0.5381 | 26.99 | 199.26 | 31.02 | 754.31 | 241.55 | 10.26 | -9.86 |
| Cboe Global Markets Inc | 3.82bn | 239.60m | 13.08bn | 1.20k | 55.19 | 3.97 | 32.28 | 3.42 | 2.23 | 2.23 | 35.81 | 31.05 | 0.5135 | -- | 10.85 | 3,194,147.00 | 3.24 | 7.74 | 4.26 | 8.83 | 43.85 | 42.17 | 6.31 | 13.89 | -- | 18.32 | 0.3609 | 38.22 | 1.98 | 39.69 | 12.91 | 23.31 | 2.81 | 13.40 |
| Marketaxess Holdings Inc | 718.30m | 250.22m | 13.90bn | 676.00 | 55.57 | 12.86 | 44.60 | 19.35 | 6.65 | 6.65 | 19.08 | 28.72 | 0.4578 | -- | 1.40 | -- | 15.95 | 21.13 | 23.53 | 28.29 | 92.63 | 94.10 | 34.84 | 38.81 | -- | -- | -- | -- | 2.77 | 12.79 | -2.97 | 9.38 | -- | 16.23 |
| Franklin Resources, Inc. | 8.28bn | 1.24bn | 15.15bn | 9.80k | 11.98 | 1.32 | 8.53 | 1.83 | 2.53 | 2.53 | 16.91 | 22.97 | 0.3169 | -- | 6.15 | 844,418.40 | 5.11 | 7.31 | 6.46 | 9.27 | -- | -- | 16.11 | 20.89 | -- | 43.10 | 0.3899 | 71.24 | -1.78 | 5.30 | -29.41 | -5.97 | -6.16 | 8.07 |
| Blue Owl Capital Inc | 1.26bn | -10.80m | 17.52bn | 350.00 | -- | 10.62 | 95.15 | 13.87 | -0.0261 | -0.0261 | 2.98 | 1.18 | 0.1555 | -- | 4.57 | 3,607,794.00 | -0.6822 | -- | -1.47 | -- | -- | -- | -4.39 | -- | -- | 3.39 | 0.2131 | -- | 229.80 | -- | -383.32 | -- | -- | -- |
| Tradeweb Markets Inc | 1.17bn | 269.17m | 17.62bn | 1.05k | 58.14 | 3.62 | 35.36 | 15.03 | 1.29 | 1.29 | 5.64 | 20.76 | 0.1943 | -- | 7.37 | 1,121,054.00 | 5.31 | -- | 6.15 | -- | -- | -- | 27.34 | 23.28 | -- | -- | 0.00 | 21.97 | 20.59 | 16.94 | 36.40 | 19.48 | 7.75 | -- |
Data as of Jan 27 2023. Currency figures normalised to Carlyle Group Inc's reporting currency: US Dollar USD
30.06%Per cent of shares held by top holders
| Holder | Shares | % Held |
|---|---|---|
| The Vanguard Group, Inc.as of 30 Sep 2022 | 23.71m | 6.52% |
| Capital Research & Management Co. (World Investors)as of 30 Sep 2022 | 16.04m | 4.41% |
| Vulcan Value Partners LLCas of 30 Sep 2022 | 14.23m | 3.92% |
| Morgan Stanley & Co. LLCas of 30 Sep 2022 | 13.95m | 3.84% |
| Alkeon Capital Management LLCas of 30 Sep 2022 | 12.79m | 3.52% |
| BlackRock Fund Advisorsas of 30 Sep 2022 | 8.12m | 2.23% |
| Morgan Stanley Smith Barney LLC (Investment Management)as of 30 Sep 2022 | 7.92m | 2.18% |
| SSgA Funds Management, Inc.as of 30 Sep 2022 | 5.19m | 1.43% |
| Beutel, Goodman & Co. Ltd.as of 30 Sep 2022 | 4.12m | 1.13% |
| Legal & General Investment Management Ltd.as of 30 Sep 2022 | 3.23m | 0.89% |
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Data from 30 Sep 2022 - 30 Sep 2022Source: FactSet Research Systems Inc.
