Bringing the fundamentals into focus…
Back to The Carlyle Group Inc.
How The Carlyle Group Inc. stacks up
CG · against 354 other Financial Services companies
Profitability
43/ 100
Below the middle of the pack.
Ranked #202 of 355 · scores higher than 43% of peers
Bars: peers in each 10-point band of the profitability score36 peers with a profitability score of 40–49, including CG · Click a bar to see the companies
Why profitability scores 43?
Weighted metrics compared with all Financial Services companies.A mix: stronger return on invested capital, but weaker return on assets and operating margin than most Financial Services peers.
- a lower return on assets: weaker than 68% of peers. Return on assets: 1.3% vs peer median 2.6%
- a thinner operating margin: weaker than 62% of peers. Operating margin: 17.8% vs peer median 23.5%
- a higher return on invested capital: stronger than 62% of peers. Return on invested capital: 8.5% vs peer median 6.3%
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 |
|---|---|---|---|---|---|
| Return on invested capitalHigher is better · 353 reported | 8.5% | 6.3% | 62% | 33% | |
| Operating marginHigher is better · 209 reported | 17.8% | 23.5% | 38% | 33% | |
| Return on assetsHigher is better · 382 reported | 1.3% | 2.6% | 32% | 33% | |
| Return on equityHigher is better · 374 reported | 7.8% | 9.5% | 45% | Context only | |
| Gross marginHigher is better · 433 reported | 98.3% | 80.0% | 63% | Context only |
Ranking by profitability score
Top 5 and the companies ranked around CG| Rank | Company | Market cap | Profitability | Overall |
|---|---|---|---|---|
| 1 | 342M EUR (≈$376M) | 100 | 77 | |
| 1 | 1.05T INR (≈$12.6B) | 100 | 65 | |
| 3 | 1.49T INR (≈$17.9B) | 99 | 71 | |
| 3 | 566M AUD (≈$374M) | 99 | 84 | |
| 3 | 566.9B USD | 99 | 48 | |
| 198 | 308M EUR (≈$338M) | 44 | 40 | |
| 198 | 400M USD | 44 | ||
| 198 | 3.3B USD | 44 | 57 | |
| 198 | 269M USD | 44 | 36 | |
| 202 | 14.6B USD | 43 | 20 | |
| 202 | 240M AUD (≈$158M) | 43 | 21 | |
| 202 | 275M USD | 43 | ||
| 205 | 484.1B JPY (≈$3.3B) | 42 | 35 | |
| 205 | 1.4B USD | 42 | 58 |
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