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 equity

Alert me on Return on equity

Carlyle Group Inc.'s return on equity over the twelve months to 30 June 2026 was 5.22%, down 6.8 percentage points from fiscal 2025 (12.1%). Over the past ten years it has ranged from −9.65% (fiscal 2023) to 68.9% (fiscal 2021); the current reading is higher than 64% of that period. That is above the Asset Management industry median of 4.57% and below the Financial sector median of 9.01%.

Return on equity, annual

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Annual newest first

Period Return on equity Change (points)
FY2025 12.1% (4.75)
FY2024 16.8% 26.47
FY2023 −9.65% (29.21)
FY2022 19.6% (49.33)
FY2021 68.9% 57.09
FY2020 11.8% (0.95)
FY2019 12.8% 9.04
FY2018 3.71% (8.15)
FY2017 11.9% 11.69
FY2016 0.17% 0.41

Against its own ten years

Low −9.65% High 68.9%
Ten-year median 11.9%
Current reading's percentile 64

Return on equity against peers

Company Return on equity
SEIC SEI Investments Company compare 28.7%
CRBG Corebridge Financial, Inc. compare 20.6%
TPG TPG Inc. compare 6.94%
ARCC Ares Capital Corporation compare 6.19%
BEN Franklin Resources Inc compare 5.84%
CG Carlyle Group Inc. 5.22%
OWL Blue Owl Capital Inc. compare 1.63%
IVZ Invesco Ltd. compare −2.81%
EQH Equitable Holdings, Inc. compare −406.7%
Asset Management industry median 4.57%
Financial sector median 9.01%
Market median 0.51%

What Return on equity is

ROE shows how much profit a company earns for its shareholders on the equity they have in the business.

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

The full definition of Return on equity →

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