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Upturn AI SWOT - About
CG 
Carlyle Group Inc (CG)
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Upturn Advisory Summary
03/24/2025: CG (3-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
AI Based Fundamental Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type Stock | Historic Profit 25.45% | Avg. Invested days 45 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 03/24/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 15.99B USD | Price to earnings Ratio 15.98 | 1Y Target Price 56.18 |
Price to earnings Ratio 15.98 | 1Y Target Price 56.18 | ||
Volume (30-day avg) 3211780 | Beta 1.72 | 52 Weeks Range 36.15 - 57.11 | Updated Date 04/2/2025 |
52 Weeks Range 36.15 - 57.11 | Updated Date 04/2/2025 | ||
Dividends yield (FY) 3.16% | Basic EPS (TTM) 2.77 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 21.53% | Operating Margin (TTM) 26.43% |
Management Effectiveness
Return on Assets (TTM) 4.93% | Return on Equity (TTM) 17.99% |
Valuation
Trailing PE 15.98 | Forward PE 9.79 | Enterprise Value 23213144064 | Price to Sales(TTM) 3.37 |
Enterprise Value 23213144064 | Price to Sales(TTM) 3.37 | ||
Enterprise Value to Revenue 7.42 | Enterprise Value to EBITDA 8.6 | Shares Outstanding 361203008 | Shares Floating 255601604 |
Shares Outstanding 361203008 | Shares Floating 255601604 | ||
Percent Insiders 27.05 | Percent Institutions 60.98 |
Analyst Ratings
Rating 3.56 | Target Price 56.9 | Buy 3 | Strong Buy 4 |
Buy 3 | Strong Buy 4 | ||
Hold 10 | Sell 1 | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Carlyle Group Inc
Company Overview
History and Background
The Carlyle Group was founded in 1987. It has grown from a small advisory firm to a global investment firm managing billions of dollars in assets across various industries and geographies.
Core Business Areas
- Global Private Equity: Invests in buyouts, growth capital, and strategic investments across a range of industries globally.
- Global Credit: Provides financing solutions through loans, structured credit, and opportunistic credit investments.
- Investment Solutions: Manages multi-asset class solutions and customized investment programs for institutional investors.
- Real Assets: Invests in real estate, infrastructure, and natural resources assets.
Leadership and Structure
Harvey M. Schwartz is the Chief Executive Officer. The organization is structured around its global investment segments, with regional teams responsible for sourcing and managing investments.
Top Products and Market Share
Key Offerings
- Private Equity Funds: Carlyle manages numerous private equity funds focused on specific sectors and geographies. These funds invest in and manage portfolio companies. Competitors: Blackstone, KKR, Apollo.
- Credit Funds: Carlyle offers a range of credit funds, including direct lending, distressed debt, and leveraged loan funds. Competitors: Ares Management, Apollo, Oaktree Capital Management.
- Real Estate Funds: Investments in various types of real estate assets. Competitors: Blackstone, Brookfield Asset Management.
- Infrastructure Funds: Investments in vital infrastructure assets. Competitors: Global Infrastructure Partners, Brookfield Asset Management.
Market Dynamics
Industry Overview
The alternative asset management industry is experiencing growth due to increasing institutional investor demand for higher returns. Regulatory changes and macroeconomic conditions impact the industry.
Positioning
Carlyle is a leading global alternative asset manager with a diversified investment platform. Its competitive advantages include its global reach, sector expertise, and experienced investment team.
Total Addressable Market (TAM)
The total addressable market (TAM) for alternative assets is estimated to be in the trillions of dollars. Carlyle is positioned to capture a portion of this TAM through its diversified investment strategies.
Upturn SWOT Analysis
Strengths
- Global reach and network
- Diversified investment platform
- Experienced investment team
- Strong brand reputation
- AUM Growth
Weaknesses
- High management fees
- Dependence on deal flow
- Complex organizational structure
- Sensitivity to market cycles
Opportunities
- Growth in alternative asset demand
- Expansion into new geographies
- Development of new investment products
- Technological innovation
- Increased M&A activity
Threats
- Increased competition
- Regulatory changes
- Economic downturns
- Geopolitical risks
- Interest rate hikes
Competitors and Market Share
Key Competitors
- BX
- KKR
- APO
- BAM
Competitive Landscape
Carlyle faces competition from other large alternative asset managers. Its advantages include its global reach and diversified investment platform. Its disadvantages include higher management fees and a dependence on deal flow.
Major Acquisitions
ManTech
- Year: 2022
- Acquisition Price (USD millions): 4200
- Strategic Rationale: Expanded Carlyle's presence in the government contracting sector.
Growth Trajectory and Initiatives
Historical Growth: Carlyle has experienced growth in assets under management (AUM) and investment income over the past decade.
Future Projections: Future growth projections are based on analyst estimates and depend on market conditions and deal flow. Analysts expect continued growth in AUM and earnings.
Recent Initiatives: Recent initiatives include expanding its presence in Asia, launching new investment strategies, and investing in technology to improve operational efficiency.
Summary
Carlyle Group is a strong global alternative asset manager with a diversified investment platform that benefits from experienced leadership and a robust brand. The company's high management fees and reliance on deal flow could present vulnerabilities. Carlyle can capitalize on growing alternative asset demand and expand into new areas, but it must navigate increasing competition and market uncertainties. The company's acquisition of ManTech in 2022 enhanced its portfolio and strategic position.
Similar Companies
APO
Apollo Global Management LLC Class A
APO
Apollo Global Management LLC Class A
BAM
Brookfield Asset Management Inc
BAM
Brookfield Asset Management Inc
BX
Blackstone Group Inc
BX
Blackstone Group Inc
KKR
KKR & Co LP
KKR
KKR & Co LP
Sources and Disclaimers
Data Sources:
- Company Filings
- Market Reports
- Analyst Estimates
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Market conditions and company performance can change, and past performance is not indicative of future results.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Carlyle Group Inc
Exchange NASDAQ | Headquaters Washington, DC, United States | ||
IPO Launch date 2012-05-03 | CEO & Director Mr. Harvey Mitchell Schwartz | ||
Sector Financial Services | Industry Asset Management | Full time employees 2300 | Website https://www.carlyle.com |
Full time employees 2300 | Website https://www.carlyle.com | ||
The Carlyle Group Inc. is an investment firm specializing in direct and fund of fund investments. Within direct investments, it specializes in management-led/ Leveraged buyouts, privatizations, divestitures, strategic minority equity investments, structured credit, global distressed and corporate opportunities, small and middle market, equity private placements, consolidations and buildups, senior debt, mezzanine and leveraged finance, and venture and growth capital financings, seed/startup, early venture, emerging growth, turnaround, mid venture, late venture, PIPES. The firm invests across four segments which include Corporate Private Equity, Real Assets, Global Market Strategies, and Solutions. The firm typically invests in industrial, agribusiness, ecological sector, fintech, airports, parking, Plastics, Rubber, diversified natural resources, minerals, farming, aerospace, defense, automotive, consumer, retail, industrial, infrastructure, energy, power, healthcare, software, software enabled services, semiconductors, communications infrastructure, financial technology, utilities, gaming, systems and related supply chain, electronic systems, systems, oil and gas, processing facilities, power generation assets, technology, systems, real estate, financial services, transportation, business services, telecommunications, media, and logistics sectors. Within the industrial sector, the firm invests in manufacturing, building products, packaging, chemicals, metals and mining, forestry and paper products, and industrial consumables and services. In consumer and retail sectors, it invests in food and beverage, retail, restaurants, consumer products, domestic consumption, consumer services, personal care products, direct marketing, and education. Within aerospace, defense, business services, and government services sectors, it seeks to invest in defense electronics, manufacturing and services, government contracting and services, information technology, distribution companies. In telecommunication and media sectors, it i
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