Carlyle Group Inc.

CG Financial Asset Management

Carlyle Group Inc.’s revenue for fiscal 2025 (year ended December 2025) was $4.8 billion, down 11.9% from fiscal 2024.

Revenue
−28.6%
EPS
−57.3%
Free cash flow
+82.6%
Total debt
+35.2%

Quarter to June 2026, against a year earlier

40.12 2.63 −6.15%
Market cap
$14.2B
P/E
39.7×
Fwd P/E
14.5×
Dividend yield
3.49%
F-score
2/9
Altman Z
n/a
Beneish M
n/a
Dividend safety
n/a

Carlyle Group Inc. (CG) Return on assets

Alert me on Return on assets

Carlyle Group Inc.'s return on assets over the twelve months to 30 June 2026 was 1.37%, down 1.7 percentage points from fiscal 2025 (3.10%). Over the past ten years it has ranged from −2.86% (fiscal 2023) to 16.1% (fiscal 2021); the current reading is higher than 73% of that period. That is in line with the Asset Management industry median of 1.40% and above the Financial sector median of 1.15%.

Return on assets, annual

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Annual newest first

Period Return on assets Change (points)
FY2025 3.10% (1.51)
FY2024 4.61% 7.47
FY2023 −2.86% (8.60)
FY2022 5.74% (10.39)
FY2021 16.1% 13.77
FY2020 2.36% (0.22)
FY2019 2.58% 1.84
FY2018 0.74% (1.40)
FY2017 2.14% 2.11
FY2016 0.03% 0.08

Against its own ten years

Low −2.86% High 16.1%
Ten-year median 2.36%
Current reading's percentile 73

Return on assets against peers

Company Return on assets
SEIC SEI Investments Company compare 22.6%
ARCC Ares Capital Corporation compare 2.85%
BEN Franklin Resources Inc compare 2.21%
TPG TPG Inc. compare 1.94%
CG Carlyle Group Inc. 1.37%
OWL Blue Owl Capital Inc. compare 0.77%
CRBG Corebridge Financial, Inc. compare 0.54%
EQH Equitable Holdings, Inc. compare 0.45%
IVZ Invesco Ltd. compare −1.13%
Asset Management industry median 1.40%
Financial sector median 1.15%
Market median 0.00%

What Return on assets is

ROA tells an investor how much profit a company earns for shareholders from the assets it uses to run its business.

Annual: Net Income Allotted to Shareholders ÷ Average Assets; TTM: Net Income Allotted to Shareholders ÷ Average Assets (latest quarter)

The full definition of Return on assets →

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