The Carlyle Group Inc. Common Stock (CG)

FairStock Score: 61/100 — STEADY

Key Financials

Strengths

• Solid return on equity of 14.1% above cost of capital
• Revenue growth of 29.1% demonstrates strong top-line momentum
• Attractive 2.7% dividend yield providing steady income returns

Concerns

• Trades significantly above Graham Number ($28) with negative 77% margin of safety—limited downside protection
• Altman Z-Score of 0.6 places it in the financial distress zone—elevated bankruptcy risk

AI Analysis

The Carlyle Group Inc. Common Stock is a mid-cap financial services company valued at $17.9 billion. Revenue stands at $4.0 billion. From a quality standpoint, The shows distressed Altman Z-Score of 0.6 warrants caution and adequate 14% ROE. On valuation, the stock is reasonably priced at 22.5x earnings, with trades above its Graham Number with a negative 77% margin. Growth dynamics show revenue growing at 29.1% and profit growth of 69.8%. The 2.7% dividend yield adds an income component for patient holders. Our composite FairStock Score of 61/100 reflects above-average fundamentals overall. Investors should weigh the business quality against the current price and their own margin of safety requirements.

Bull Case

The's 29% revenue growth trajectory could accelerate as it captures additional market share in the financial services sector. Operational leverage in the business model means incremental revenue growth could disproportionately boost bottom-line profitability.

Bear Case

Macro headwinds or sector-specific disruption could pressure margins, particularly if competitive intensity increases in the financial services space. Regulatory changes, input cost inflation, or demand normalization represent underappreciated risks that could materially impact forward estimates.

Data from SEC filings. AI analysis is for educational purposes only — not investment advice. Scoring methodology · Disclaimer