The Carlyle Group Inc. (CG) fair value analysis

Nasdaq · Updated 2026-09-07

The Carlyle Group Inc. is a global investment firm that manages assets across multiple investment strategies including private equity, real estate, infrastructure, and credit investments. The company operates internationally with offices and investment activities across North America, Europe, Asia, and other regions worldwide.

Forward Fair Value verdict

Fairly valued

Based on TickrTrends' weekly Forward Fair Value model, CG is trading at within about 10% of estimated fair value.

CG currently ranks #51 of 165 Financial Services stocks by discount to Forward Fair Value. It has screened as Fairly valued for 3 consecutive weekly runs.

Last price: $48.91
Sector: Financial Services
12-month range: $42.33–$60.02

Derived indicators

Coarse bands from TickrTrends' weekly models; exact figures are part of the full report.

Quality grade: F
Margin trend: Expanding
Revenue growth: Declining
RSI zone: Neutral
50/200-day trend: Mixed
52-week position: The lower-middle quarter of its range

What our data shows for CG

Our model validated 17 trailing price-to-earnings windows for CG, built from quarterly earnings records.
Shares are trading in the middle of their 12-month price range of $42.33–$60.02.
The 14-day relative strength index sits at a neutral 41.

The exact numbers are one step away

The precise Forward Fair Value dollar figure for CG
Exact discount / premium to today's price
The normalized historical P/E behind the estimate, and how many quarters support it
Forward EPS input and fiscal-year basis
Screeners and rankings across the full S&P 500 and Nasdaq universes

See the exact fair value →

How Forward Fair Value works

TickrTrends computes a Forward Fair Value for every covered stock each week: a conservatively normalized historical price-to-earnings multiple is applied to the analyst-consensus earnings estimate for the next full fiscal year. Every input window is validated for continuity and every result is screened for plausibility before publication.

Recent CG news

TickrTrends' derived news-sentiment signal for CG is currently leaning positive, computed from recent coverage.

CG Looks 12.1% Undervalued on GF Value™ as Market Weighs Growth Prospects (gurufocus.com, 2026-09-02)
TickrTrends take: CG's current TickrTrends assessment of fairly valued suggests the market is appropriately pricing the stock relative to its fundamentals, even as the GF Value metric indicates a 12% gap. For a valuation-focused reader, the divergence between these two perspectives warrants monitoring how the company's growth execution unfolds, particularly given the competitive dynamics of the Financial Services sector. If CG demonstrates that its growth prospects justify closing this valuation gap, the fairly valued designation could shift, making near-term earnings reports and forward guidance critical data points to track.
The Carlyle Group Inc. (CG) Q2 2026 Earnings Call Transcript (seekingalpha.com, 2026-08-05)
TickrTrends take: CG's Q2 2026 earnings call provides an opportunity to assess whether the company's operational performance and forward guidance support its current fairly valued status within the Financial Services sector. Investors reviewing the transcript should focus on revenue trends, asset growth, and fee dynamics to determine if any material changes warrant a valuation reassessment. Given the fairly valued designation, particular attention should be paid to management commentary on capital deployment, market conditions, and earnings sustainability.
The Carlyle Group Inc. 2026 Q2 - Results - Earnings Call Presentation (NASDAQ:CG) 2026-08-05 (seekingalpha.com, 2026-08-05)
TickrTrends take: # The Carlyle Group Inc. (NASDAQ: CG) Carlyle Group released its 2026 second quarter results on August 5, 2026. With TickrTrends currently assessing the stock as fairly valued, investors focused on valuation metrics should monitor how the company's asset management performance and fee-generating revenue streams are tracking relative to the earnings guidance provided in this presentation. Financial Services companies like Carlyle are sensitive to changes in assets under management and deployment rates, which directly influence whether fair value assessments hold or shift in subsequent periods.

What people are saying

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TickrTrends weekly updates

2026-09-07 — No material change this week: the verdict, bands and grades all held steady.
2026-09-06 — No material change this week: the verdict, bands and grades all held steady.
2026-08-31 — TickrTrends initiated weekly Forward Fair Value coverage of this stock.

Frequently asked questions

Is CG stock undervalued?

Based on TickrTrends' Forward Fair Value model (updated 2026-09-07), CG is trading at within about 10% of estimated fair value and screens as fairly valued. The exact fair value and discount are available to subscribers.

What is CG's TickrTrends verdict?

CG's current verdict is Fairly valued, refreshed with every weekly Forward Fair Value run.

How does CG compare to other Financial Services stocks?

CG ranks #51 of 165 Financial Services stocks in TickrTrends' coverage when sorted by discount to Forward Fair Value.

Is CG overbought or oversold?

CG's 14-day RSI is in neutral territory - neither overbought nor oversold.

All Financial Services fair-value coverage →

Head-to-head comparisons

CG vs AXP · CG vs BFC · CG vs EBC · CG vs FCFS · CG vs NDAQ