CG PEER ANALYSIS

Carlyle Group Inc — metric-by-metric comparison with peers and the industry median

CGCarlyle Group Inc

🇺🇸 USA · NASDAQ · Financial Services · Asset Management

Value it Duel

Overall Profile & Returns

· Asset Management

Position Within Industry

0 = weak quartile, 100 = strong quartile

CGIndustry median

Scores normalize each metric against industry quartiles (p25–p75); direction is inverted for lower-is-better metrics.

Return Comparison

1-Year

Split-adjusted

Year-to-Date (YTD)

Key Metric Comparison

P/E

Lower is better

ROE

Higher is better

Net Margin

Higher is better

Revenue Growth

Higher is better

All Metrics

Valuation
Metric	CG	CVC	IGM	INDU-C	HEDEF	AFI	Ind. Median
P/E	28.95	12.40	16.59	5.72●	185.79	31.80	19.08
P/B	2.93	9.06	2.13	1.13	49.91	1.06●	2.11
EV/EBITDA	27.33	10.78	15.26	5.87●	125.35	—	10.38
P/S	—	—	—	—	—	—	29.06

Financial Health
Metric	CG	CVC	IGM	INDU-C	HEDEF	AFI	Ind. Median
Current Ratio	10.83	12.44●	1.36	1.94	0.04	3.65	3.81
Debt/Equity	270.5%	110.2%	81.9%	3.6%	0.3%●	—	18.1%
NetDebt/EBITDA	11.71	0.73	3.74	0.17	0.00●	—	0.18

Profitability
Metric	CG	CVC	IGM	INDU-C	HEDEF	AFI	Ind. Median
Net Margin	13.7%	63.6%	30.0%	99.3%●	63.1%	85.0%	16.7%
ROE	10.0%	90.9%●	13.7%	21.6%	37.6%	3.3%	9.4%
ROA	2.0%	22.6%	5.5%	20.7%	31.1%●	2.7%	2.8%
EBITDA Margin	—	—	—	—	—	—	127.9%

Growth + Dividend
Metric	CG	CVC	IGM	INDU-C	HEDEF	AFI	Ind. Median
Rev. Growth	—	—	—	—	—	—	22.3%
NI Growth	-49.6%	425.1%	21.9%	930.1%●	—	-7.6%	14.6%
Div. Yield	3.3%	3.6%	2.9%	1.7%	0.0%	3.9%●	1.4%
Payout	92.4%	40.1%	46.2%	8.9%	0.0%	107.4%	11.6%

Valuation
Metric	CG	CRBG	BEN	EQH	IVZ	SEIC	Ind. Median
P/E	28.95	59.55	23.12	—	—	16.02●	19.08
P/B	2.93	1.35	1.47	49.36	1.03●	4.83	2.11
EV/EBITDA	27.33	15.86	16.79	-47.28●	16.75	11.55	10.38
P/S	—	—	—	—	—	—	29.06

Financial Health
Metric	CG	CRBG	BEN	EQH	IVZ	SEIC	Ind. Median
Current Ratio	10.83	—	17.14●	0.56	0.53	4.52	3.81
Debt/Equity	270.5%	101.1%	127.0%	2,537.4%	86.0%	2.8%●	18.1%
NetDebt/EBITDA	11.71	6.66	6.69	-68.53●	7.29	-0.33	0.18

Profitability
Metric	CG	CRBG	BEN	EQH	IVZ	SEIC	Ind. Median
Net Margin	13.7%	3.9%	9.0%	-7.3%	-3.7%	31.2%●	16.7%
ROE	10.0%	2.2%	6.6%	-61.5%	-1.8%	31.4%●	9.4%
ROA	2.0%	0.1%	2.5%	-0.3%	-0.9%	25.3%●	2.8%
EBITDA Margin	—	—	—	—	—	—	127.9%

Growth + Dividend
Metric	CG	CRBG	BEN	EQH	IVZ	SEIC	Ind. Median
Rev. Growth	—	—	—	—	—	—	22.3%
NI Growth	-49.6%	-64.4%	100.8%●	—	—	22.8%	14.6%
Div. Yield	3.3%	3.4%	3.8%●	1.8%	3.2%	1.1%	1.4%
Payout	92.4%	200.8%	84.3%	-45.9%	-231.6%	17.0%	11.6%

The green dot marks the best value in the group given the metric direction (higher/lower is better). All metrics use trailing-twelve-month (TTM) data.

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Data on this page refreshes once per day. Price data as of Jul 6, 26. This content is for informational purposes only and is not investment advice.