Carlyle (CG)
What the price implies
A reverse DCF: instead of guessing a fair value, it asks what growth today's price already assumes. How it works.
Fundamental grade
Five factors scored 1 to 9 from CG's latest numbers, weighted into one grade. It describes the business, not whether the stock is a buy.
Key numbers
Results from SEC filings
Fiscal years, from Carlyle's 10-K filings. The deep dive has 15+ years, quarters and every line.
| Fiscal year | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|
| Revenue | $8.8B | $4.4B | $3.0B | $5.4B | $4.8B |
| Net income | $3.0B | $1.2B | -$608M | $1.0B | $809M |
| Free cash flow | $1.7B | -$420M | $138M | -$837M | -$3.4B |
| EPS (diluted) | $8.20 | $3.35 | -$1.68 | $2.77 | $2.18 |
| Operating margin | 45.8% | 36.4% | -20.5% | 25.2% | 21.8% |
Where the revenue comes from
Revenue by segments, fiscal 2025.
Superinvestors who own CG
From each investor's latest 13F filing (what a 13F shows). 6 of the investors we track hold it.
| Investor | Last quarter | Value | % of portfolio | Quarter |
|---|---|---|---|---|
| Bill Nygren Harris Associates LP |
Added | $744M | 0.99% | Q2 2026 |
| John Rogers Ariel Investments |
Added | $192M | 1.9% | Q2 2026 |
| Tom Gayner Markel Group Inc. |
Held | $56M | 0.43% | Q2 2026 |
| Cliff Asness AQR Capital Management |
Trimmed | $10M | 0.00% | Q2 2026 |
| Joel Greenblatt Gotham Asset Management |
Trimmed | $2M | 0.00% | Q2 2026 |
| Bill Miller Miller Value Partners |
Held | $2M | 0.40% | Q2 2026 |
Insider buying
Open-market purchases by Carlyle's executives and directors in the last 12 months, from SEC Form 4 filings. What insider buying tells you.
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In the full deep dive
Questions
Are Carlyle insiders buying the stock?
No open-market insider purchases of CG in the last 12 months, according to SEC Form 4 filings.
Which superinvestors own Carlyle?
6 of the superinvestors Investingly tracks hold CG in their latest 13F, including Bill Nygren, John Rogers, Tom Gayner.
Prices and ratios as of Oct 7, 2026; statements from SEC filings. Information only, not investment advice. Superinvestor holdings come from 13F filings, which are filed up to 45 days after each quarter ends.