The Carlyle Group Inc. (CG) fair value analysis
Nasdaq · Updated 2026-10-19
CG price how computed
Forward Fair Value verdict
UndervaluedCG is trading at more than a 25% discount to estimated fair value.
Based on TickrTrends' weekly Forward Fair Value model.
- Last price
- $36.38
- Sector
- Financial Services
- 12-month range
- $35.77–$66.12
- Market cap
- $13B
- From 52-week high
- -45.0%
- Shares outstanding
- 356M
- Rank in Financial Services by discount to fair value
- #21 of 167
Last price is our stored weekly price from 2026-10-16, older than the 2026-10-19 run that built this page; the chart runs through 2026-10-16.
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.
CG currently ranks #21 of 167 Financial Services stocks by discount to fair value. It has screened as Undervalued for 6 consecutive weekly runs.
Fundamentals (4 quarters) how computed
- Market cap
- $13B
- P/E (trailing)
- 9x
- Revenue (TTM)
- $3.96B
- Net margin
- 9.2%
- EPS (TTM)
- $3.93
- Gross margin
- 75.0%
- Debt / equity
- 1.98
- Revenue growth (3-yr avg)
- 17.0%
- Shares outstanding
- 356M
Derived indicators how computed
- Quality grade
- F
- Margin trend
- Expanding
- 52-week position
- The bottom quarter of its range
Technicals how computed
- RSI (14-day)
- 33 · neutral
- 50-day average
- $43.49
- 200-day average
- $48.47
- Moving-average state
- 50-day below 200-day (death cross state); price below both averages
Dividends how computed
- Paid, last 12 months
- $1.40 per share (4 payments)
- Yield on last price
- 3.85%
- Consecutive years of increases
- 0 (no streak on complete calendar years)
- Last ex-dividend date
- 2026-08-17
- Last payment date
- 2026-08-26
Earnings how computed
- Next earnings report
- 2026-11-05 (pre-market)
- Last 8 quarters vs consensus
- 5 beat, 3 missed
- Quarter by quarter
- 2026-06 ▲ beat (+21.6%)
2026-03 ▼ miss (-3.3%)
2025-12 ▲ beat (+2.0%)
2025-09 ▼ miss (-5.9%)
2025-06 ▲ beat (+2.2%)
2025-03 ▲ beat (+20.0%)
2024-12 ▼ miss (-3.2%)
2024-09 ▲ beat (+6.7%)
Analyst consensus how computed
This is not TickrTrends' verdict.
- Analyst ratings
- 10 buy · 8 hold · 1 sell (19 analysts)
- Consensus lean
- Buy-leaning
- Consensus price target
- $52.2
- Target vs last price
- +43.5%
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 lower third of their 12-month price range of $35.77–$66.12.
- The 14-day relative strength index sits at a neutral 33.
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
Forward Fair Value applies a conservatively normalized historical price-to-earnings multiple to the consensus earnings estimate for the next full fiscal year; how TickrTrends computes it.
Recent CG news
TickrTrends' derived news-sentiment signal for CG is currently leaning positive, computed from recent coverage.
- CG Maintained by Piper Sandler -- Price Target Lowered to $48 (gurufocus.com, 2026-10-19)
TickrTrends take: Piper Sandler's reduction of its price target for CG to $48 occurs within a context where TickrTrends currently assesses the company as undervalued. A valuation-focused investor should monitor whether this analyst action represents a recalibration that reflects changing fundamentals in the Financial Services sector or whether the gap between the new price target and current market levels provides additional perspective on the stock's positioning. The maintenance of coverage alongside the lowered target suggests continued analyst engagement with the name despite the revision. - Carlyle Secured Lending, Inc. Schedules Earnings Release and Quarterly Earnings Call to Discuss its Financial Results for the Third Quarter Ended September 30, 2026 (manilatimes.net, 2026-10-16)
TickrTrends take: Carlyle Secured Lending, Inc. will present third quarter 2026 results, providing an opportunity for investors to assess whether current financial performance supports TickrTrends' Undervalued designation in the Financial Services sector. The earnings call will offer clarity on portfolio composition, credit quality, and distributions that directly inform whether the market is appropriately pricing the company relative to its fundamentals. Given the current valuation assessment, attention to loan origination trends and net investment income will be particularly relevant for determining if undervaluation persists or has been corrected. - Is The Carlyle Group Inc (CG) a Bargain After 4.0% Drop? GF Value Says Undervalued (gurufocus.com, 2026-10-14)
TickrTrends take: The Carlyle Group has experienced a recent decline that may present an opportunity for valuation-conscious investors, as TickrTrends currently assesses the Financial Services company as undervalued. When a stock drops in price while fundamentals remain relatively stable, the gap between market price and intrinsic value can widen, which aligns with the undervalued designation. Investors monitoring CG should track whether the company's earnings and cash flow generation support this valuation assessment or whether further fundamental analysis is warranted to confirm the discount.
More CG news
- Carlyle Group (CG) Advises Private Credit Lenders to Limit AI Exposure Amid Infrastructure Buildout Concerns (gurufocus.com, 2026-10-12)
- Adastra's Acquisition of Infinite Services Enhances CG's Exposure to Emerging European Markets (gurufocus.com, 2026-10-06)
- CG Maintained by RBC Capital -- Price Target Lowered to $48.00 (gurufocus.com, 2026-10-05)
What people are saying
Follow the CG conversation: Stocktwits · Reddit · X
TickrTrends weekly updates
- 2026-10-19 — TickrTrends' derived indicators for CG show movement toward neutral positioning this week. The relative strength index zone shifted from oversold to neutral conditions, suggesting reduced momentum in the downward direction. The stock maintains an undervalued valuation verdict according to current assessment metrics.
- 2026-10-12 — No material change this week: the verdict, bands and grades all held steady.
- 2026-10-11 — No material change this week: the verdict, bands and grades all held steady.
- 2026-10-10 — No material change this week: the verdict, bands and grades all held steady.
- 2026-10-05 — No material change this week: the verdict, bands and grades all held steady.
- 2026-09-28 — CG moved into a downtrend based on its 50/200-day trend state this week, shifting from a mixed trend, while its sector discount rank improved to number 30 from number 51. The valuation verdict changed from Fairly valued to Undervalued, reflecting a more attractive pricing relative to the Financial Services sector.
- 2026-09-21 — TickrTrends' derived indicators for CG showed a shift in momentum this week, with the Relative Strength Index moving from neutral territory into oversold conditions. The stock's current valuation remains fairly valued according to the analysis.
- 2026-09-17 — No material change this week: the verdict, bands and grades all held steady.
Frequently asked questions
Is CG stock undervalued?
Based on TickrTrends' Forward Fair Value model (updated 2026-10-19), CG is trading at more than a 25% discount to estimated fair value and screens as undervalued. The exact fair value and discount are available to subscribers.
What is CG's TickrTrends verdict?
CG's current verdict is Undervalued, refreshed with every weekly Forward Fair Value run.
How does CG compare to other Financial Services stocks?
CG ranks #21 of 167 Financial Services stocks in TickrTrends' coverage by discount to fair value.
Is CG overbought or oversold?
CG's 14-day RSI is in neutral territory - neither overbought nor oversold.
Does CG pay a dividend?
Yes. CG paid $1.40 per share over the last twelve months (4 payments), a 3.85% yield on TickrTrends' last price. The last ex-dividend date was 2026-08-17.
When does CG report earnings next?
CG's next earnings report is scheduled for 2026-11-05 (pre-market), per the published earnings calendar.
Does CG usually beat earnings estimates?
Over its last 8 reported quarters CG beat the consensus estimate 5 times and missed 3 times, by TickrTrends' comparison of reported and estimated EPS.
What do analysts say about CG?
Of 19 analysts covering CG, 10 rate it a buy, 8 a hold and 1 a sell - buy-leaning, with a consensus price target of $52.2 (+43.5% versus TickrTrends' last price). This is the analyst consensus, not TickrTrends' Forward Fair Value verdict.
More in Financial Services
Head-to-head comparisons
CG vs ALL · CG vs FFIN · CG vs KKR · CG vs MCO · CG vs MSCI