CG
Carlyle GroupBNasdaq / Financial Services
Last Price
At close
2026-07-18
Current thesis
Accelerated realizations and fund closes drive meaningful carried-interest recognition and FRE growth; coupled with disciplined buybacks this supports multiple expansion and a material re-rating toward the bull target.
Posture
Constructive
Lead driver
Sentiment
What changed
Sentiment remains the lead driver in the composite, 7D delta -0.6.
What can break
Delays in portfolio realizations reducing performance fees
Momentum
17
Value
54
Sentiment
84
Setup hits (3d)
0 · Net Neutral
AI TargetsBase $72.00 · Bull $92.00 · Bear $48.00
Data freshness
Prices
As of 2026-07-18
Fundamentals
As of 2026-07-17 • Vendor: Data Vendor v1
Scores
As of 2026-07-18 • Model: HYBRID_IC_RP
AI Memo
As of 2026-01-06 • Model: RankAlpha Sentiment AI
Investment thesisAs of 2026-07-18
Investment thesis
As of 2026-07-18
Supporting evidence
What
Grade B · Constructive
Confidence Medium · Net Neutral
Target $57.44
Why
Momentum17 · Δ7d +2.0
Value54 · Δ7d -0.1
Sentiment84 · Δ7d -0.6
So what
Strength-led posture (Net Neutral). Favor watchlist adds and disciplined entries.
Lead driver: Sentiment · See AI snapshot
Momentum
17
26% active weight
Current posture
7d trendImproving
Δ7d
+2.0
Δ21d
-0.7
Value
54
39% active weight
Current posture
7d trendFlat
Δ7d
-0.1
Δ21d
-0.0
Sentiment
84
34% active weight
Current posture
7d trendFlat
Δ7d
-0.6
Δ21d
-0.6
Why this grade
Composite grade B. Momentum 17.4 / Value 53.5 / Sentiment 84.5
Fundamentals (TTM)As of 2026-07-17
Fundamentals (TTM)
As of 2026-07-17
Market Cap
$16.58B
Beta
2.05
Shares Out
359.97M
P/E (TTM)
35.6
P/S (TTM)
5.90
P/FCF (TTM) · Derived
16.86
Rev YoY
-61.1%
EPS YoY
-203.7%
Gross Margin
+68.6%
Op Margin
+19.2%
Net Debt
$10.68B
Current Ratio
1.63
As of 2026-07-18 • Updated nightlySource: Internal modelMethodology