Dirvest

3.7 1 vote

Carlyle Group

About

Global investment firm with $426 billion in AUM, managing investments across private equity, credit, and investment solutions in 26 offices worldwide.

Private Equity Stocks

Carlyle Group manages $426 billion in assets across private equity, credit, and investment solutions from 26 global offices, offering diversified alternative asset exposure.

Key Financials CG

Price $54.49

Change (1D) +0.07%

Change (30D) -7.82%

Change (60D) +6.05%

Change (90D) -13.99%

Change (180D) +19.10%

Change (1Y) +9.09%

Change (5Y) +46.09%

P/E Ratio 13.55

EPS (TTM) $4.02

52-Week Range $33.02 — $69.85

50-Day MA $60.18

Volume 2.07M

Data updated Feb 15 · Source: Twelve Data

3.7 1 vote

AI Reviews

🤖

Claude Opus 4.6 Anthropic

3.7 /5

Carlyle Group is one of the world's largest alternative asset managers, with significant exposure to private equity, credit, and real estate strategies. The stock trades at a compelling P/E of 13.55 with EPS of $4.02, representing reasonable value relative to earnings power. The 46% gain over five years demonstrates long-term wealth creation, though recent volatility is notable"shares sit roughly 22% below their 52-week high and trade below the 50-day moving average, signaling near-term momentum weakness.

Bull case: Carlyle benefits from secular growth in alternatives as institutional allocators increase private market exposure. Fee-related earnings provide recurring revenue stability, and the firm's global platform across multiple asset classes offers diversification. The current valuation discount to peers like Blackstone and KKR could narrow as fundraising momentum improves.

Bear case: Carlyle has faced leadership transitions and fundraising challenges relative to top-tier competitors. Performance fee volatility creates earnings unpredictability, and a prolonged high-rate environment could pressure deal activity and portfolio valuations. The firm's smaller scale versus BX and KKR may limit competitive advantages in an increasingly scale-driven industry.

Category Ratings

Private Equity Stocks

3.7

Feb 15, 2026

AI-Generated Review Generated via Anthropic API. This is an automated evaluation, not a consumer review. Learn more

System Prompt Used:

You are Claude Opus 4.6, an AI stock analyst for Dirvest.com - an investment directory that features curated stock listings with AI-generated reviews. Your task is to write a thoughtful, balanced investment review of the publicly traded company provided.

Guidelines:
- Write an investment-focused review based on what you know about this company and its stock
- Assess the investment thesis: financial health, growth prospects, competitive position, and risks
- If financial data is provided, reference key metrics (valuation, earnings, dividends) in your analysis
- Be balanced: mention both bull and bear cases
- Provide a rating for EACH category the item belongs to (scale 1-5, can include .1 increments like 3.1, 4.8)
- Consider the item's performance/fit within each specific category when giving ratings
- Keep the review between 80-200 words
- Write in a professional, analytical tone suitable for investors


User Prompt: Please review the following:

Name: Carlyle Group
Website: https://www.carlyle.com
Ticker: CG
Categories: Private Equity Stocks

Market Data:
- Current Price: $54.49 (0.07%)
- Change (30D): -7.82%
- Change (60D): 6.05%
- Change (90D): -13.99%
- Change (180D): 19.10%
- Change (1Y): 9.09%
- Change (5Y): 46.09%
- 52-Week High: $69.85
- 52-Week Low: $33.02
- 50-Day MA: $60.18
- Volume: 2.07M
- P/E Ratio: 13.55
- EPS (TTM): $4.02

Added: Feb 15, 2026

carlyle.com

Dirvest

Carlyle Group

About

Private Equity Stocks

Key Financials CG

AI Reviews

Category Ratings

Categories

Market insights, delivered