CG
Price
$58.35
Change
-$1.83 (-3.04%)
Updated
Dec 12 closing price
Capitalization
21.03B
60 days until earnings call
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CG

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Carlyle Group (The)
Price$58.35
Change-$1.83 (-3.04%)
Volume$1.99M
Capitalization21.03B
CG Comparison Chart in %
CG
Daily Signal:
Gain/Loss:
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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Ares Capital Corp (NASDAQ:ARCC), WisdomTree (NYSE:WT), AMTD IDEA Group (NYSE:AMTD).

Industry description

Investment Managers manage financial assets and other investments of clients. Management includes designing a short- or long-term strategy for buying/holding and selling of portfolio holdings. It can also include tax services and other aspects of financial planning as well. While it is perceived that the industry is faced with growing competition from robo-advisors/digital platforms and passive/ index-tracking funds, many investors still find value in actively managed in-person services that investment management companies often emphasize on. At the same time, many wealth managers are also incorporating digital initiatives/low cost options in addition to their in-person customized services. Their main sources of revenues are fees as a percentage of assets under management, in addition to a certain portion of clients’ gains from asset appreciation. BlackRock, Inc., Blackstone Group Inc and Brookfield Asset Management are some of the major investment management companies.

Market Cap

The average market capitalization across the Investment Managers Industry is 7.53B. The market cap for tickers in the group ranges from 57 to 168.97B. BLK holds the highest valuation in this group at 168.97B. The lowest valued company is RSERF at 57.

High and low price notable news

The average weekly price growth across all stocks in the Investment Managers Industry was 1%. For the same Industry, the average monthly price growth was 0%, and the average quarterly price growth was 12%. DBRG experienced the highest price growth at 57%, while RBOHF experienced the biggest fall at -32%.

Volume

The average weekly volume growth across all stocks in the Investment Managers Industry was -15%. For the same stocks of the Industry, the average monthly volume growth was 0% and the average quarterly volume growth was 145%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 35
P/E Growth Rating: 58
Price Growth Rating: 55
SMR Rating: 67
Profit Risk Rating: 73
Seasonality Score: 15 (-100 ... +100)
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COMPARISON
Comparison
Dec 13, 2025
Stock price -- (CG: $60.18)
Brand notoriety:
Market capitalization --

Long-Term Analysis

It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).

CG’s FA Score shows that 2 FA rating(s) are green while.

  • CG’s FA Score: 2 green, 3 red.

Short-Term Analysis

It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.

If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.

CG’s TA Score shows that 6 TA indicator(s) are bullish.

  • CG’s TA Score: 6 bullish, 4 bearish.

Price Growth

CG (@Investment Managers) experienced а +6.89% price change this weekfor the same time period.

The average weekly price growth across all stocks in the @Investment Managers industry was +0.54%. For the same industry, the average monthly price growth was +0.36%, and the average quarterly price growth was +11.51%.

Reported Earning Dates

CG is expected to report earnings on Feb 11, 2026.

Industries' Descriptions

@Investment Managers (+0.54% weekly)

Investment Managers manage financial assets and other investments of clients. Management includes designing a short- or long-term strategy for buying/holding and selling of portfolio holdings. It can also include tax services and other aspects of financial planning as well. While it is perceived that the industry is faced with growing competition from robo-advisors/digital platforms and passive/ index-tracking funds, many investors still find value in actively managed in-person services that investment management companies often emphasize on. At the same time, many wealth managers are also incorporating digital initiatives/low cost options in addition to their in-person customized services. Their main sources of revenues are fees as a percentage of assets under management, in addition to a certain portion of clients’ gains from asset appreciation. BlackRock, Inc., Blackstone Group Inc and Brookfield Asset Management are some of the major investment management companies.

SUMMARIES
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FUNDAMENTALS
Fundamentals
CG
Capitalization21B
EBITDAN/A
Gain YTD21.558
P/E Ratio32.78
Revenue2.99B
Total CashN/A
Total Debt12.7B
FUNDAMENTALS RATINGS
CG: Fundamental Ratings
CG
OUTLOOK RATING
1..100
26
VALUATION
overvalued / fair valued / undervalued
1..100
28
Undervalued
PROFIT vs RISK RATING
1..100
39
SMR RATING
1..100
30
PRICE GROWTH RATING
1..100
46
P/E GROWTH RATING
1..100
99
SEASONALITY SCORE
1..100
50

Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.

TECHNICAL ANALYSIS
Technical Analysis
CG
RSI
ODDS (%)
Bearish Trend 3 days ago
61%
Stochastic
ODDS (%)
Bearish Trend 3 days ago
67%
Momentum
ODDS (%)
Bullish Trend 3 days ago
78%
MACD
ODDS (%)
Bullish Trend 3 days ago
78%
TrendWeek
ODDS (%)
Bullish Trend 3 days ago
73%
TrendMonth
ODDS (%)
Bullish Trend 3 days ago
71%
Advances
ODDS (%)
Bullish Trend 3 days ago
71%
Declines
ODDS (%)
Bearish Trend 27 days ago
67%
BollingerBands
ODDS (%)
Bearish Trend 3 days ago
56%
Aroon
ODDS (%)
Bullish Trend 3 days ago
70%
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CG
Daily Signal:
Gain/Loss:
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CG and Stocks

Correlation & Price change

A.I.dvisor indicates that over the last year, CG has been closely correlated with KKR. These tickers have moved in lockstep 88% of the time. This A.I.-generated data suggests there is a high statistical probability that if CG jumps, then KKR could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To CG
1D Price
Change %
CG100%
+0.75%
KKR - CG
88%
Closely correlated
+0.87%
TPG - CG
88%
Closely correlated
+1.78%
BX - CG
84%
Closely correlated
-1.59%
ARES - CG
83%
Closely correlated
-0.79%
STEP - CG
81%
Closely correlated
-0.50%
More