Bringing the fundamentals into focus…
Back to The Carlyle Group Inc.
How The Carlyle Group Inc. stacks up
CG · against 38 other Financial Services companies of similar size
Valuation
15/ 100
Near the bottom of its peers.
Ranked #35 of 39 · scores higher than 8% of peers
Bars: peers in each 10-point band of the valuation score8 peers with a valuation score of 10–19, including CG · Click a bar to see the companies
Why valuation scores 15?
Weighted metrics compared with all Financial Services companies.Mainly because of its free cash flow yield and earnings yield, which are weaker than most Financial Services peers.
- Negative (a loss or cash outflow), so it counts as zero whatever the share price. Free cash flow yield: -28.9% vs peer median 6.1%
- lower earnings for the price paid: weaker than 80% of peers. Earnings yield: 2.6% vs peer median 5.7%
- EBITDA yield is not reported, so it is left out of the score.
Metric by metric
Position: dot = CG, ranked from the worst peer (left) to the best (right); tick = middle, shaded = middle half of peers.| Metric | CG | Peer median | Better than | Position among peers | Weight |
|---|---|---|---|---|---|
| Earnings yieldHigher is better · 50 reported | 2.4% | 4.7% | 18% | 30% | |
| EBITDA yieldHigher is better · 37 reported | Not reported | 7.7% | — | — | 50% |
| Free cash flow yieldHigher is better · 25 reported | -25.4% | 6.1% | 4% | 20% | |
| Book yieldHigher is better · 51 reported | 36.3% | 40.0% | 48% | Context only |
A metric that is not reported is left out of the score; the other weights are rescaled.
Ranking by valuation score
Top 5 and the companies ranked around CG| Rank | Company | Market cap | Valuation | Overall |
|---|---|---|---|---|
| 1 | 226.5B SEK (≈$22.7B) | 98 | 87 | |
| 2 | 9.2B GBP (≈$11.9B) | 86 | 58 | |
| 3 | 15.3B EUR (≈$16.8B) | 82 | 57 | |
| 4 | 13.0B EUR (≈$14.3B) | 75 | 66 | |
| 5 | 22.7B USD | 72 | 64 | |
| 31 | 9.1B EUR (≈$10.0B) | 19 | 32 | |
| 33 | 1.05T INR (≈$12.6B) | 17 | 65 | |
| 34 | 18.9B USD | 16 | 56 | |
| 35 | 1.49T INR (≈$17.9B) | 15 | 71 | |
| 35 | 14.6B USD | 15 | 20 | |
| 37 | 12.5B USD | 13 | 17 | |
| 38 | 888.3B INR (≈$10.7B) | 11 | 59 | |
| 39 | 18.7B USD | 5 | 19 |
Scores are sector-relative percentiles from the latest snapshot, always calculated against the whole sector: narrowing the comparison group changes who you compare with, not the scores. Missing metrics are left out and the remaining weights rescaled. How we score