Carlyle warns private credit could get too deep into AI as $1 trillion financing wave looms
Jason Thomas, Carlyle Group Inc‘s CG head of global research and investment strategy, told CNBC’s Squawk Box that investors ...
Model output · Signal date 2026-10-13
Carlyle Group Inc. (CG) Stock Forecast Oct. 13, 2026
Analysis updated on Oct. 13, 2026 (UTC) · Alpha · vs marketSwitch to Total · Nasdaq
Rating · 90D
Alpha
90-day forecast
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30-day forecast
Alpha
Rank in coverage
Middle 30%
of 5379 stocks scored
Rank correlation · 90D
n/a
No per-ticker sample yet
Market Cap
$13.27B
large-cap · #9 of 35 peers
Summary
Carlyle Group Inc. (CG) stock forecast summary
On Oct. 13, 2026, CG is rated Neutral: its 90-day Alpha forecast sits in the middle 30% of the 5379 stocks scored that day.
Carlyle Group Inc. is a large-cap company with a market capitalization of $13.27B. It ranks number 9 by market capitalization among the 35 Investment Advice issuers in our coverage with a current forecast.
A per-ticker accuracy statistic for CG is published only once its sample size is known. Across our coverage, the out-of-sample test on 4537 stocks from 2025-01-06 to 2026-06-09 produced a positive net return in 73.7% of rebalance periods (factor-neutral book, net of estimated costs). Full backtest report
Expected return relative to the market over the horizon: a positive alpha means the model expects the stock to beat the market, whatever the market does. Ratings: strong buy ≥ +1.3%, buy ≥ +0.5%, sell < -0.5%, strong sell < -1.6% (top 15%, next 20%, middle 30%, next 20%, bottom 15% of the 2026-10-13 signals)
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CG price chart and AI forecast
Cross-section · 2026-10-13
How CG ranks among 5379 stocks
90D Alpha forecasts of every company scored, cut into five relative ratings at the 15th, 35th, 65th and 85th percentiles (dashed lines).
Fundamentals
Carlyle Group Inc. (CG) fundamentals
Trailing twelve months. The industry median and the rank (1 = highest) are taken over the Investment Advice peers listed below that report each metric.
Valuation & Market
| Metric | CG | Rank |
|---|---|---|
| Market Cap | $13.27B | 9/35 |
| P/B Ratio | 2.53x | 20/31 |
| Dividend Yield | 3.80% | 11/28 |
| EPS | $1.68 | – |
| Book Value/Share | $14.71 | – |
| Revenue/Share | $10.13 | – |
| FCF/Share | $-11.57 | – |
Profitability & Margins
| Metric | CG | Rank |
|---|---|---|
| ROE | 6.9% | 25/33 |
| ROA | 1.3% | 28/37 |
| Net Margin | 10.1% | 22/34 |
| EBT Margin | 17.8% | 26/36 |
| Tax Rate | 15.8% | – |
Financial Health
| Metric | CG | Rank |
|---|---|---|
| D/E Ratio | 4.00x | 9/37 |
| Financial Leverage | 5.38x | 12/37 |
Cash Flow
| Metric | CG | Rank |
|---|---|---|
| Operating Cash Flow | -$4.00B | 41/41 |
| Free Cash Flow | -$4.12B | 26/26 |
| Capital Spending | -$125M | 24/26 |
| FCF/Sales | -114.2% | 25/25 |
| CapEx/Sales | 3.5% | 3/25 |
Operational Efficiency
| Metric | CG | Rank |
|---|---|---|
| Asset Turnover | 0.13x | 27/33 |
| Fixed Assets Turnover | 14.5x | 22/26 |
Income Statement
| Metric | CG | Rank |
|---|---|---|
| Total Revenue | $3.61B | 10/34 |
| Net Income | $363M | 12/37 |
Dividend & Shareholder Information
| Metric | CG | Rank |
|---|---|---|
| Dividends Per Share | $1.42 | – |
| Payout Ratio | 84.5% | 6/23 |
| Shares Outstanding | 356M | – |
Balance Sheet Highlights (USD millions)
| Cash & Short-term Investments | $1.26B | 4.8% of assets |
| Total Liabilities | $20.98B | 80.0% of assets |
Quarterly Financial Reports
CG quarterly financials and insider trading
Industry Peers · Investment Advice
Carlyle Group Inc. (CG) industry peers
Companies classified under the same SEC industry code as Carlyle Group Inc. (Investment Advice): 43 common-stock issuers with a forecast this week, one row per issuer, largest first. This is a classification match, not a curated list of competitors.
Reveal all forecasts · See exact % predictions for all competitors
Sign up free| Company | 90-Day AI Forecast (Alpha) | Market Cap |
|---|---|---|
| CG Carlyle Group Inc. | ▶ | $13.27B |
| BX Blackstone Inc. | ▶ | $101.98B |
| KKR Kkr & Co. Inc. | ▶ | $79.52B |
| APO Apollo Global Management, Inc. | ▼ | $68.67B |
| ARES Ares Management Corp | ▶ | $47.70B |
| AMP Ameriprise Financial Inc | ▶ | $43.58B |
| TPG Tpg Inc. | ▶ | $16.49B |
| BEN Franklin Templeton Inc | ▼ | $15.84B |
| OWL Blue Owl Capital Inc. | ▶ | $14.48B |
| IVZ Invesco Ltd. | ▶ | $12.77B |
| EVR Evercore Inc. | ▲ | $10.15B |
| AMG Affiliated Managers Group, Inc. | ▼ | $9.80B |
| HLI Houlihan Lokey, Inc. | ▶ | $9.05B |
| MORN Morningstar, Inc. | ▶ | $7.67B |
| VCTR Victory Capital Holdings, Inc. | ▶ | $6.74B |
| STEP Stepstone Group Inc. | ▶ | $5.10B |
| FHI Federated Hermes, Inc. | ▶ | $4.11B |
| LAZ Lazard, Inc. | ▶ | $4.08B |
| CNS Cohen & Steers, Inc. | ▲ | $3.54B |
| AAMI Acadian Asset Management Inc. | ▶ | $3.25B |
| AB Alliancebernstein Holding L.P. | ▼ | $3.18B |
| DBRG Digitalbridge Group, Inc. | ▼ | $3.00B |
| GCMG Gcm Grosvenor Inc. | ▲ | $2.60B |
| APAM Artisan Partners Asset Management Inc. | ▶ | $2.53B |
| RPC Ridgepost Capital, Inc. | ▲ | $902M |
| VRTS Virtus Investment Partners, Inc. | ▲ | $848M |
| ABX Abacus Global Management, Inc. | ▲ | $794M |
| ALTI Alti Global, Inc. | ▲ | $377M |
| HKHC Horizon Kinetics Holding Corp | ▲ | $376M |
| RILY Brc Group Holdings, Inc. | ▼ | $196M |
| WHG Westwood Holdings Group Inc | ▶ | $167M |
| SAMG Silvercrest Asset Management Group Inc. | ▲ | $125M |
| HNNA Hennessy Advisors Inc | ▲ | $81M |
| MLCI Mount Logan Capital Inc. | ▶ | $34M |
| IWSH Wright Investors Service Holdings, Inc. | ▼ | $2M |
| ENDI Endi Corp. | ▶ | N/A |
| HLNE Hamilton Lane Inc | ▶ | N/A |
| ILLR Triller Group Inc. | ▼ | N/A |
| MAAS Maase Inc. | ▼ | N/A |
| MC Moelis & Co | ▶ | N/A |
| NOAH Noah Holdings Ltd | ▼ | N/A |
| PAX Patria Investments Ltd | ▶ | N/A |
| PJT Pjt Partners Inc. | ▲ | N/A |
Where CG sits on the market map
Finance · Investment Advice
News
Carlyle Group Inc. (CG) stock news
Wells Fargo initiates coverage of Carlyle Group at equal-weight
Fintel reports that on 2 October 2026, Wells Fargo initiated coverage of Carlyle Group (XTRA:3VU) with a Equal-Weight recommendation. The Carlyle Group Inc. is a global investment firm headquartered ...
The Carlyle Group Inc. (CG) Presents at Morgan Stanley US Financials Conference 2026 Transcript
All right. I think we can go ahead and get started here. Good afternoon, everyone. I'm Mike Cyprys, equity analyst covering brokers, asset managers and exchanges for Morgan Stanley Research. And we're ...
FAQ
Carlyle Group Inc. (CG) stock forecast FAQ
What is the Carlyle Group Inc. (CG) stock forecast?
On Oct. 13, 2026, CG is rated Neutral: its 90-day Alpha forecast sits in the middle 30% of the 5379 stocks scored that day.
How accurate are Carlyle Group Inc. stock predictions?
A per-ticker accuracy statistic for CG is published only once its sample size is known. Across our coverage, the out-of-sample test on 4537 stocks from 2025-01-06 to 2026-06-09 produced a positive net return in 73.7% of rebalance periods (factor-neutral book, net of estimated costs). Full backtest report
How often are Carlyle Group Inc. forecasts updated?
Carlyle Group Inc. forecasts are refreshed on trading days as the daily model run completes. The forecast on this page was produced on Oct. 13, 2026.
Which companies are Carlyle Group Inc.'s industry peers?
43 issuers in our coverage, CG included, share the SEC industry code Investment Advice. The largest are: Blackstone Inc. (BX), Kkr & Co. Inc. (KKR), Apollo Global Management, Inc. (APO), Ares Management Corp (ARES), Ameriprise Financial Inc (AMP), Tpg Inc. (TPG).
This analysis is generated automatically using our proprietary AI systems and should not be considered personalized investment advice. Past performance does not guarantee future results. Always conduct your own research and consider consulting a financial advisor before making investment decisions.