Carlyle Group Return on Investment 2010-2025 | CG
Carlyle Group ROI - Return on Investment Historical Data | |||
---|---|---|---|
Date | TTM Net Income | LT Investments & Debt | Return on Investment |
2025-03-31 | $1.41B | $16.34B | 9.00% |
2024-12-31 | $1.37B | $15.36B | 9.02% |
2024-09-30 | $0.30B | $15.08B | 1.99% |
2024-06-30 | $-0.33B | $15.77B | -2.17% |
2024-03-31 | $-0.64B | $14.53B | -4.26% |
2023-12-31 | $-0.61B | $14.55B | -4.03% |
2023-09-30 | $0.39B | $15.20B | 2.59% |
2023-06-30 | $0.62B | $15.42B | 4.14% |
2023-03-31 | $1.03B | $15.17B | 6.98% |
2022-12-31 | $1.61B | $15.00B | 11.10% |
2022-09-30 | $2.37B | $14.41B | 16.67% |
2022-06-30 | $2.68B | $14.43B | 19.22% |
2022-03-31 | $3.61B | $14.33B | 26.92% |
2021-12-31 | $4.02B | $13.67B | 31.90% |
2021-09-30 | $3.79B | $13.36B | 32.06% |
2021-06-30 | $3.48B | $12.32B | 31.92% |
2021-03-31 | $2.43B | $11.11B | 24.38% |
2020-12-31 | $0.60B | $10.46B | 6.47% |
2020-09-30 | $-0.10B | $9.68B | -1.11% |
2020-06-30 | $-0.23B | $8.60B | -2.53% |
2020-03-31 | $0.10B | $8.45B | 1.04% |
2019-12-31 | $1.26B | $9.65B | 13.52% |
2019-09-30 | $1.21B | $9.49B | 13.15% |
2019-06-30 | $1.01B | $9.66B | 11.01% |
2019-03-31 | $0.72B | $8.42B | 7.84% |
2018-12-31 | $0.36B | $9.23B | 3.82% |
2018-09-30 | $0.81B | $9.41B | 8.77% |
2018-06-30 | $0.89B | $9.55B | 10.03% |
2018-03-31 | $0.86B | $9.20B | 10.24% |
2017-12-31 | $1.04B | $8.83B | 13.46% |
2017-09-30 | $0.66B | $8.08B | 9.18% |
2017-06-30 | $0.46B | $7.35B | 6.83% |
2017-03-31 | $0.32B | $6.78B | 4.89% |
2016-12-31 | $0.03B | $6.67B | 0.52% |
2016-09-30 | $-0.06B | $6.21B | -0.54% |
2016-06-30 | $-0.50B | $6.44B | -3.28% |
2016-03-31 | $-0.55B | $5.53B | -2.73% |
2015-12-31 | $-0.46B | $24.35B | -1.84% |
2015-09-30 | $-0.47B | $24.62B | -1.81% |
2015-06-30 | $0.08B | $25.72B | 0.31% |
2015-03-31 | $0.17B | $26.00B | 0.62% |
2014-12-31 | $0.10B | $26.44B | 0.38% |
2014-09-30 | $0.63B | $27.63B | 2.33% |
2014-06-30 | $0.66B | $27.47B | 2.46% |
2014-03-31 | $0.55B | $26.87B | 2.11% |
2013-12-31 | $0.75B | $26.66B | 2.89% |
2013-09-30 | $0.40B | $25.68B | 1.58% |
2013-06-30 | $0.49B | $25.81B | 1.93% |
2013-03-31 | $0.29B | $25.30B | 1.17% |
2012-12-31 | $0.68B | $25.24B | 2.82% |
2012-09-30 | $1.00B | $24.24B | 4.36% |
2012-06-30 | $0.57B | $23.80B | 2.57% |
2012-03-31 | $1.18B | $23.41B | 6.03% |
2011-12-31 | $1.50B | $19.98B | 10.98% |
2011-06-30 | $2.52B | $13.73B | 73.36% |
2011-03-31 | $2.79B | 0.00% |
Sector | Industry | Market Cap | Revenue |
---|---|---|---|
Finance | Finance - Investment Management | $20.538B | $5.426B |
The Carlyle Group Inc., one among the largest global investment firms, originates, structures and acts as lead equity investor in management-led buyouts, strategic minority equity investments, equity private placements, consolidations & buildups, growth capital financings, real estate opportunities, bank loans, high-yield debt, distressed assets, mezzanine debt, etc.?It provides investment management services to private equity funds, real estate funds, private credit funds, collateralized loan obligations, etc. It has 3 reportable units. Global Private Equity unit advises buyout, growth, real estate and natural resources funds. Global Credit unit advises funds & vehicles that pursue investment strategies, like loans & structured credit, direct lending, opportunistic credit, distressed credit, aircraft financing & servicing, infrastructure debt and insurance solutions. Global Investment Solutions unit advises through fund of funds, secondary purchases of existing portfolios and managed co-investment programs. |
Stock Name | Country | Market Cap | PE Ratio |
---|---|---|---|
BlackRock (BLK) | United States | $168.676B | 24.17 |
KKR (KKR) | United States | $123.995B | 31.93 |
Apollo Global Management (APO) | United States | $83.810B | 22.19 |
Ares Management (ARES) | United States | $57.795B | 41.54 |
Ameriprise Financial (AMP) | United States | $51.370B | 14.89 |
MSCI Inc (MSCI) | United States | $45.016B | 37.10 |
Blue Owl Capital (OWL) | United States | $29.896B | 25.25 |
T Rowe Price (TROW) | United States | $22.351B | 11.05 |
TPG (TPG) | United States | $20.031B | 26.57 |
Franklin Resources (BEN) | United States | $13.085B | 11.07 |
SEI Investments (SEIC) | United States | $11.529B | 20.13 |
Schroders (SHNWF) | United Kingdom | $7.993B | 0.00 |
Hamilton Lane (HLNE) | United States | $7.984B | 29.58 |
Invesco (IVZ) | United States | $7.586B | 9.26 |
Janus Henderson Group (JHG) | United Kingdom | $6.465B | 11.33 |
Affiliated Managers (AMG) | United States | $5.795B | 9.61 |
ONEX (ONEXF) | Canada | $5.776B | 13.20 |
AllianceBernstein Holding (AB) | United States | $4.552B | 12.35 |
Victory Capital Holdings (VCTR) | United States | $4.347B | 11.93 |
Cohen & Steers Inc (CNS) | United States | $3.929B | 25.87 |
Artisan Partners Asset Management (APAM) | United States | $3.819B | 13.08 |
Federated Hermes (FHI) | United States | $3.631B | 11.03 |
Grupo Aval Acciones Y Valores S.A (AVAL) | Colombia | $3.419B | 11.52 |
Fairfax India Holdings (FFXDF) | Canada | $2.546B | 64.96 |
GCM Grosvenor (GCMG) | United States | $2.255B | 19.68 |
Sprott (SII) | Canada | $1.801B | 36.36 |
Ashmore Group (AJMPF) | United Kingdom | $1.554B | 0.00 |
Prospect Capital (PSEC) | United States | $1.467B | 3.87 |
Virtus Investment Partners (VRTS) | United States | $1.365B | 7.40 |
Cannae Holdings (CNNE) | United States | $1.324B | 0.00 |
Capital Southwest (CSWC) | United States | $1.222B | 9.25 |
PennantPark Floating Rate Capital (PFLT) | United States | $1.049B | 8.52 |
Patria Investments (PAX) | Cayman Islands | $0.851B | 11.14 |
Associated Capital (AC) | United States | $0.792B | 20.93 |
Noah Holdings (NOAH) | China | $0.781B | 10.73 |
Eagle Point Credit (ECC) | United States | $0.596B | 6.92 |
Gamco Investors (GAMI) | United States | $0.541B | 8.59 |
Barings Corporate Investors (MCI) | $0.437B | 0.00 | |
Sound Point Meridian Capital (SPMC) | United States | $0.368B | 0.00 |
Value Line (VALU) | United States | $0.358B | 16.67 |
Silvercrest Asset Management Group (SAMG) | United States | $0.223B | 16.13 |
Barings Participation Investors (MPV) | $0.208B | 0.00 | |
Westwood Holdings Group Inc (WHG) | United States | $0.153B | 49.58 |
ArrowMark Financial (BANX) | United States | $0.148B | 0.00 |
Monroe Capital (MRCC) | United States | $0.137B | 5.75 |
Great Elm Capital (GECC) | United States | $0.126B | 8.35 |
Portman Ridge Finance (PTMN) | United States | $0.115B | 5.22 |
Hennessy Advisors (HNNA) | United States | $0.100B | 10.26 |
OFS Credit (OCCI) | $0.098B | 3.57 | |
AMTD IDEA Group (AMTD) | France | $0.083B | 0.00 |
Binah Capital (BCG) | United States | $0.033B | 0.00 |
U.S Global Investors (GROW) | United States | $0.032B | 0.00 |
Royalty Management Holding (RMCO) | United States | $0.022B | 0.00 |
Prestige Wealth (PWM) | Hong Kong, SAR China | $0.006B | 0.00 |
Medley Management (MDLY) | United States | $0.000B | 0.00 |
Jupai Holdings (JP) | China | $0.000B | 0.00 |