Carlyle Group Inc (CG) — Titan Protect Analysis

Carlyle Group Inc

Financial · ·

$43.48

Data: 2026-06-03

✗ ETHICAL FAIL

NARROW MOAT

LIMITED

Data Confidence: 0.0%

Key Metrics

How this company measures up on the fundamentals that matter

Market Cap

$15.1B

Total market value of the company

Trailing P/E

28.82

Premium valuation

Forward P/E

8.06

Based on estimated future earnings — lower means cheaper

Rev Growth

-94.1%

Year-over-year revenue change

Profit Margin

16.8%

How much profit the company keeps from each dollar of revenue

ROE

9.4%

Return on equity — how efficiently it uses shareholder money

Analyst Target

$63.00

+45% from current price — median analyst estimate

Recommendation

BUY

Consensus view from 16 analysts covering this stock

About Carlyle Group Inc

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, ear

https://www.carlyle.com

Country: United States Employees: 2,500 Industry: Asset Management

Ethical Screening

Five compliance checks based on AAOIFI standards — all must pass for ethical clearance

Business Activity

FAIL

Core business does not involve prohibited activities

Debt Ratio

0.0% PENDING

Debt must be below 33% of total assets

Cash Ratio

0.0% PENDING

Interest-bearing cash below 33% of assets

Receivables

0.0% PENDING

Receivables below 49% of assets

Revenue Purity

0.0% PENDING

Non-compliant revenue below 5% — any excess requires purification

Quantitative Intelligence

Statistical analysis of price behaviour, risk, and market regime — independent of fundamental data

Regime

MARKDOWN

Price trending down — defensive positioning

Sharpe Ratio

0.294

Positive but modest risk-adjusted returns

Kelly Fraction

0.0173

Marginal edge — very small allocation suggested

Calmar Ratio

0.094

Drawdown risk outweighs the returns — higher risk profile

Annual Return

3.6%

Historical annualised return based on price data

Max Drawdown

-38.5%

Largest peak-to-trough decline — the worst it has been

HMM State

BEAR

Statistical model detects bearish conditions

Days in State

269

How long the current regime has persisted — longer means more stable

Market Data

Trading characteristics and market positioning

Beta

1.89

Significantly more volatile than the market

52W High

$69.85

38% below the year high

52W Low

$41.54

5% above the year low

Avg Volume

3,311,785

Average daily shares traded — higher means easier to buy and sell

Short Ratio

5.1

Days it would take all short sellers to cover — higher means more crowded

Short % Float

N/A

Div Yield

315.0%

Annual dividend as a percentage of the share price

EPS (TTM)

$1.46

Earnings per share over the last 12 months

Financial Health

Balance sheet strength and cash generation — the foundation of long-term value

Debt/Equity

198.21

Heavy leverage — higher financial risk if revenues decline

Current Ratio

N/A

Quick Ratio

N/A

Like current ratio but excludes inventory — stricter test

Gross Margin

87.8%

Revenue left after cost of goods — higher means pricing power

Operating Margin

-233.9%

Profit from core operations before interest and tax

Free Cash Flow

N/A

Negative — the business is spending more than it generates

Revenue (TTM)

$3.2B

Total revenue over the last 12 months

Net Income

$546M

Profitable — the bottom line is positive

Analyst Coverage

Analysts

Target High

$75.00

Target Median

$63.00

Target Low

$43.00

Political Trading Activity

Congressional trading disclosures involving this instrument

Date	Politician	Party	Type	Amount
9 Apr2026	Josh Gottheimer	Democrat	sell	15K–50K
16 Apr2026	Josh Gottheimer	Democrat	buy	1K–15K
15 May2026	David Taylor	Republican	sell	15K–50K
15 May2026	David Taylor	Republican	sell	1K–15K

Source: Congressional disclosure filings. View all political trades at

Insider Intelligence

Explore the Ethical Screener View Track Record

Data sourced from public filings and market feeds. Not financial advice. Updated: 2026-06-03

Before you go