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Carlyle Group Inc. (CGABL) Stock Fundamental Analysis & AI Rating 2026

CGABL Nasdaq Investment Advice DE CIK: 0001527166
Updated This Month • Analysis: Mar 22, 2026 • SEC Data: 2025-12-31
Combined AI Rating
HOLD
68% Confidence
STRONG AGREEMENT
HOLD
62% Conf
HOLD
73% Conf

📊 CGABL Key Takeaways

Revenue: $4.8B
Net Margin: 16.9%
Free Cash Flow: $-3.4B
Current Ratio: N/A
Debt/Equity: 0.92x
EPS: $2.18
AI Rating: HOLD with 62% confidence
Carlyle Group Inc. (CGABL) receives a HOLD rating with 68% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $4.8B, net profit margin of 16.9%, and return on equity (ROE) of 11.5%, Carlyle Group Inc. demonstrates mixed fundamentals in the Market sector. Below is our complete CGABL stock analysis for 2026.

Is Carlyle Group Inc. (CGABL) a Good Investment?

Claude

Carlyle Group demonstrates strong profitability with 24.3% operating margin and substantial revenue growth of 2115.9% YoY, indicating successful asset management and fundraising activities. However, severely negative free cash flow of -3.4B and operating cash outflows of -3.3B raise critical concerns about working capital management and the sustainability of earnings quality, despite healthy debt metrics.

ChatGPT

Carlyle shows solid reported profitability, with a 24.3% operating margin, 16.9% net margin, and adequate interest coverage, indicating the core platform remains earnings-generative. However, the quality of growth looks mixed: revenue surged sharply while net income was flat, diluted EPS declined materially, and operating/free cash flow were deeply negative, which raises concern about earnings conversion and underlying volatility. The balance sheet is acceptable but not especially conservative, so the fundamentals support a neutral stance until cash generation and per-share earnings improve.

Why Buy Carlyle Group Inc. Stock? CGABL Key Strengths

Claude
  • + Exceptional revenue growth of 2115.9% YoY reflecting strong asset raising and market demand
  • + Solid profitability with 16.9% net margin and 24.3% operating margin demonstrating operational efficiency
  • + Manageable leverage at 0.92x debt-to-equity with strong 9.4x interest coverage ratio
  • + Substantial cash reserves of 2.0B providing liquidity cushion
ChatGPT
  • + Solid profitability with 24.3% operating margin and 16.9% net margin
  • + Manageable leverage profile with 0.92x debt-to-equity and 9.4x interest coverage
  • + Positive net income and double-digit ROE indicate the franchise still produces meaningful shareholder returns

CGABL Stock Risks: Carlyle Group Inc. Investment Risks

Claude
  • ! Severe negative free cash flow of -3.4B with -70.6% FCF margin indicating cash generation concerns despite reported profitability
  • ! Significant operating cash flow deficit of -3.3B suggesting potential working capital timing issues or non-cash earnings recognition
  • ! Diluted EPS declined 21.3% YoY despite flat net income growth, indicating share dilution and potential valuation pressure
  • ! High insider activity with 31 Form 4 filings in 90 days warrants monitoring for potential insider selling or hedging
ChatGPT
  • ! Operating cash flow of negative $3.28B and free cash flow of negative $3.37B suggest weak cash conversion
  • ! Diluted EPS fell 21.3% year over year despite flat net income, pointing to weaker per-share performance
  • ! Extreme revenue growth versus flat net income may reflect low-quality or volatile growth rather than durable earnings expansion

Key Metrics to Watch

Claude
  • * Operating cash flow trends and reconciliation with net income quality
  • * Free cash flow conversion and working capital management in subsequent quarters
  • * Assets under management (AUM) growth and fee-based revenue composition
  • * Share count trends and insider transaction directionality
ChatGPT
  • * Operating cash flow and free cash flow normalization
  • * Diluted EPS trend versus net income growth

Carlyle Group Inc. (CGABL) Financial Metrics & Key Ratios

Revenue
$4.8B
Net Income
$808.7M
EPS (Diluted)
$2.18
Free Cash Flow
$-3.4B
Total Assets
$29.1B
Cash Position
$2.0B

💡 AI Analyst Insight

The current ratio below 1.0x warrants monitoring of short-term liquidity.

CGABL Profit Margin, ROE & Profitability Analysis

Gross Margin N/A
Operating Margin 24.3%
Net Margin 16.9%
ROE 11.5%
ROA 2.8%
FCF Margin -70.6%

CGABL vs Market Sector: How Carlyle Group Inc. Compares

How Carlyle Group Inc. compares to Market sector averages

Net Margin
CGABL 16.9%
vs
Sector Avg 12.0%
CGABL Sector
ROE
CGABL 11.5%
vs
Sector Avg 15.0%
CGABL Sector
Current Ratio
CGABL 0.0x
vs
Sector Avg 1.8x
CGABL Sector
Debt/Equity
CGABL 0.9x
vs
Sector Avg 0.7x
CGABL Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is Carlyle Group Inc. Stock Overvalued? CGABL Valuation Analysis 2026

Based on fundamental analysis, Carlyle Group Inc. has mixed fundamental signals relative to the Market sector in 2026.

Return on Equity
11.5%
Sector avg: 15%
Net Profit Margin
16.9%
Sector avg: 12%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.92x
Sector avg: 0.7x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

Carlyle Group Inc. Balance Sheet: CGABL Debt, Cash & Liquidity

Current Ratio
N/A
Quick Ratio
N/A
Debt/Equity
0.92x
Debt/Assets
75.8%
Interest Coverage
9.36x
Long-term Debt
$6.5B

CGABL Revenue & Earnings Growth: 5-Year Financial Trend

CGABL 5-year financial data: Year 2021: Revenue $8.8B, Net Income $380.9M, EPS $2.82. Year 2022: Revenue $8.8B, Net Income $348.2M, EPS $0.97. Year 2023: Revenue $8.8B, Net Income $3.0B, EPS $8.20. Year 2024: Revenue $5.4B, Net Income $1.2B, EPS $3.35. Year 2025: Revenue $5.4B, Net Income -$608.4M, EPS $-1.68.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Carlyle Group Inc.'s revenue has declined by 38% over the 5-year period, indicating business contraction. The most recent EPS of $-1.68 indicates the company is currently unprofitable.

CGABL Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
-70.6%
Free cash flow / Revenue

CGABL Quarterly Earnings & Performance

Quarterly financial performance data for Carlyle Group Inc. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2025 $332.7M $900.0K $0.00
Q2 2025 $1.1B $148.2M $0.40
Q1 2025 $688.4M $65.6M $0.18
Q3 2024 $716.6M $81.3M $0.22
Q2 2024 $462.1M $2.3M $0.01
Q1 2024 $688.4M $65.6M $0.18
Q3 2023 $716.6M $81.3M $0.22
Q2 2023 $462.1M $2.3M $0.01

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

Carlyle Group Inc. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
-$3.3B
Cash generated from operations
Stock Buybacks
$686.5M
Shares repurchased (TTM)
Capital Expenditures
$99.4M
Investment in assets
Dividends Paid
$505.1M
Returned to shareholders

CGABL SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Carlyle Group Inc. (CIK: 0001527166)

📋 Recent SEC Filings

Date Form Document Action
Mar 20, 2026 4 xslF345X06/wk-form4_1774042450.xml View →
Mar 12, 2026 4 xslF345X05/ownership.xml View →
Mar 6, 2026 4 xslF345X05/ownership.xml View →
Mar 2, 2026 4 xslF345X05/ownership.xml View →
Feb 27, 2026 10-K cg-20251231.htm View →

Frequently Asked Questions about CGABL

What is the AI rating for CGABL?

Carlyle Group Inc. (CGABL) has a Combined AI Rating of HOLD from Claude (HOLD) and ChatGPT (HOLD) with 68% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are CGABL's key strengths?

Claude: Exceptional revenue growth of 2115.9% YoY reflecting strong asset raising and market demand. Solid profitability with 16.9% net margin and 24.3% operating margin demonstrating operational efficiency. ChatGPT: Solid profitability with 24.3% operating margin and 16.9% net margin. Manageable leverage profile with 0.92x debt-to-equity and 9.4x interest coverage.

What are the risks of investing in CGABL?

Claude: Severe negative free cash flow of -3.4B with -70.6% FCF margin indicating cash generation concerns despite reported profitability. Significant operating cash flow deficit of -3.3B suggesting potential working capital timing issues or non-cash earnings recognition. ChatGPT: Operating cash flow of negative $3.28B and free cash flow of negative $3.37B suggest weak cash conversion. Diluted EPS fell 21.3% year over year despite flat net income, pointing to weaker per-share performance.

What is CGABL's revenue and growth?

Carlyle Group Inc. reported revenue of $4.8B.

Does CGABL pay dividends?

Carlyle Group Inc. pays dividends, with $505.1M distributed to shareholders in the trailing twelve months.

Where can I find CGABL SEC filings?

Official SEC filings for Carlyle Group Inc. (CIK: 0001527166) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is CGABL's EPS?

Carlyle Group Inc. has a diluted EPS of $2.18.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is CGABL a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, Carlyle Group Inc. has a HOLD rating with 68% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is CGABL stock overvalued or undervalued?

Valuation metrics for CGABL: ROE of 11.5% (sector avg: 15%), net margin of 16.9% (sector avg: 12%). Compare these metrics with sector averages to assess valuation.

Should I buy CGABL stock in 2026?

Our dual AI analysis gives Carlyle Group Inc. a combined HOLD rating for 2026. Revenue is data pending, with profitability above sector average. Always conduct your own research.

What is CGABL's free cash flow?

Carlyle Group Inc.'s operating cash flow is $-3.3B, with capital expenditures of $99.4M. FCF margin is -70.6%.

How does CGABL compare to other Market stocks?

Vs Default sector averages: Net margin 16.9% (avg: 12%), ROE 11.5% (avg: 15%), current ratio N/A (avg: 1.8).

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Mar 22, 2026 | Data as of: 2025-12-31 | Powered by Claude AI