Carlyle Group (The)

CG US Financials Asset Management & Custody Banks
S&P 400
$42.34
-1.69%
Delayed · cached 15 min

Fair value analysis

CG
Carlyle Group (The)
Financials›Asset Management & Custody Banks
$42.34
Close used for this calculation
$39.68Fair value
Financial DNA Score
Profitability · Returns · Balance Sheet · Efficiency · Growth
48/100
Profitability17/25
Returns10/25
Balance Sheet3/25
Efficiency18/25
Growth8/25
Average
Quality radar
48Prof.17/25Ret.10/25Eff.18/25B.Sht3/25Growth8/25

Consensus fair value

$39.68
Near FV
▼ -6.3% against the close used
Model range $16.18 – $58.35
The lowest and highest of the models that produced a value. This is the spread of the methods, not a price target.

Price target range & 52-week position

Bear$16.18Fair value$39.68Bull$58.35
FairClose
52-week traded range
52W low $40.5252W high $69.35

The 52-week range is measured from the stored price history, not estimated.

Valuation summary

Trading close to the consensus fair value

Carlyle Group (The) closed at $42.34, 6.7% above the consensus fair value of $39.68 drawn from 9 valuation models.

Financial DNA score 48/100 — Average. P/E of 19.4x against the 20x sector multiple the P/E model uses.

Quantitative summary only — not investment advice.

All valuation models

DCF Valuation
$39.52
-6.7%
Σ[CF×(1+g)^n/(1.10)^n] + TV/(1.10)^10
g=7.4%, r=10%, tg=3%, n=10yr
Graham Number
$31.01
-26.8%
√(22.5 × EPS × BVPS)
EPS=2.18, BVPS=19.6 · outside Graham range (P/E 19.4, P/B 2.2) — asset-light, treat as a rough floor
P/E Fair Value
$43.60
+3.0%
EPS × 20x (sector P/E)
EPS=2.18, Sector P/E=20x
Peter Lynch (PEG)
$16.18
-61.8%
EPS × Growth% (PEG = 1 is fair)
EPS=2.18, g=7.4%
EV/EBITDA
$49.94
+18.0%
(EBITDA × 13.7x − Net Debt) ÷ Shares
EBITDA=1.35B
Dividend Discount (DDM)
$58.35
+37.8%
D1 ÷ (r − g) where D1 = D0×(1+g)
D0=1.4, r=10%, g=7.4%
Book Value (P/B)
$25.53
-39.7%
BVPS × (ROE−g)÷(r−g) [Justified P/B — RIM-based]
BVPS=19.6, ROE=11.2%, g=6%, r=10%
Reverse DCF
$42.34
+0.0%
Solve for g: Price = Σ[EPS×(1+g)^n/(1.10)^n] + TV
Implied: 6.8% | Historical: 7.4%
Margin of Safety
$28.53
-32.6%
Avg(DCF, Graham, P/E) × 75% (25% safety buffer)
Avg fair value=38.04, MoS=25%

Computed on September 12, 2026 from the most recent annual report on file and that day's closing price. Where a company has seen its earnings move sharply since its last annual report, this figure will lag the market.

Educational data only. Not a recommendation to buy, sell or hold any security.

Educational data only. Not a recommendation to buy, sell or hold any security.