The Carlyle Group (CG) ROE: History & Chart

The Carlyle Group Inc.(CG)

Asset Management · Washington, DC

$39.32-0.50 (-1.26%)

Delayed quote: Oct 5, 2026, 4:00 PM EDT

About The Carlyle Group Inc.

The Carlyle Group Inc. is a leading global investment firm that employs both direct investment and fund-of-fund strategies. Its direct investment expertise is extensive, encompassing management-led leveraged buyouts, privatizations, and divestitures, as well as strategic minority equity investments. The firm also allocates capital to structured credit opportunities, global distressed and corporate situations, and small-to-middle market enterprises. Its venture and growth capital activities span the full spectrum, from seed/startup and early-stage funding to emerging growth, turnaround situations, mid-venture, late-venture, and Private Investment in Public Equity (PIPES). Carlyle structures its investments across four primary segments: Corporate Private Equity, Real Assets, Global Market Strategies, and Solutions. Carlyle's investment interests are remarkably broad, covering an extensive array of sectors worldwide. These include major industries like industrials (such as manufacturing, building products, chemicals, and metals), consumer and retail (including food and beverage, consumer products, and services), aerospace and defense, technology (covering software, semiconductors, and communications infrastructure), healthcare (services, pharmaceuticals, and medical devices), energy and power, real estate (from office and hotel properties to residential and specialized segments like student housing and senior living), financial services, transportation, telecommunications, media, business services, agribusiness, fintech, utilities, and gaming. The firm actively seeks out growing businesses, including those with overleveraged balance sheets. Typically, Carlyle aims to hold its investments for four to six years, although some may be held for three to five years, with specific mandates for automotive and transportation sector holdings also falling within the four-to-six-year range. With a significant global footprint, Carlyle actively invests across North America (including specific U.S. regions, Mexico, Argentina, Brazil, Chile, and Peru), Europe (encompassing Western, Central-Eastern, and Nordic regions), Asia (including India, Southeast Asia, Korea, Japan, and China), Australia, New Zealand, the Middle East, and both Sub-Saharan and North Africa. The firm has particular geographic interests, such as focusing on the food, financial, and healthcare industries in Western China, and in Japan, it specifically targets companies valued between $100 million and $150 million, avoiding those with over 1,000 employees. Financially, Carlyle typically commits $1 million to $50 million for venture investments and $50 million to $2 billion for buyouts. It targets companies with an enterprise value between $31.57 million and $1 billion, sales ranging from $10 million to $500 million, a market capitalization exceeding $50 million, and EBITDA between $5 million and $25 million. Carlyle is flexible regarding its ownership stake, often taking either a majority or a minority position, and frequently acts as the lead equity investor, originating and structuring transactions. The Carlyle Group Inc. was founded in 1987 and is headquartered in Washington, D.C. It maintains a robust global presence with additional offices in 21 countries across five continents: North America, South America, Asia, Australia, and Europe.

Washington, DC

2,500 employees

www.carlyle.com

Financial Services / Asset Management

Sector: Financial Services
Industry: Asset Management
CEO: Harvey Mitchell Schwartz

View full financials

CG Return on Equity (ROE) Metrics

RETURN ON EQUITY (ROE)

5.05%

RETURN ON EQUITY (ROE) AVG TTM

12.48%

RETURN ON EQUITY (ROE) AVG 3Y

6.18%

RETURN ON EQUITY (ROE) AVG 5Y

18.84%

RETURN ON EQUITY (ROE) AVG 10Y

13.81%

RETURN ON EQUITY (ROE) AVG 15Y

9.70%

RETURN ON EQUITY (ROE) AVG 20Y

N/A

CURRENT VS TTM AVG

-59.58%

CURRENT VS 3Y AVG

-18.33%

CURRENT VS 5Y AVG

-73.23%

CURRENT VS 10Y AVG

-63.47%

CURRENT VS 15Y AVG

-48.01%

CURRENT VS 20Y AVG

N/A

SECTOR MEDIAN · FINANCIAL SERVICES

9.65%

median of 412 covered companies

CURRENT VS SECTOR MEDIAN

-47.75%

vs the sector median at left

NAME	MARKET CAP	RETURN ON EQUITY (ROE)	TTM	3Y	5Y
The Carlyle Group Inc. (CG)	$14.15B	5.05%	12.48%	6.18%	18.84%
Everest Group, Ltd. (EG)vs ›	$14.52B	12.40%	10.09%	11.58%	10.87%
Invesco Ltd. (IVZ)vs ›	$13.52B	-0.52%	1.51%	2.10%	4.04%
Ares Capital Corporation (ARCC)vs ›	$13.51B	6.91%	10.23%	10.09%	10.79%
Assurant, Inc. (AIZ)vs ›	$13.20B	17.44%	14.88%	12.41%	13.66%
Bitmine Immersion Technologies, Inc. (BMNR)vs ›	$15.26B	-75.47%	-38.27%	-35.75%	-27.85%
State Street Consumer Staples Select Sector SPDR ETF (XLP)vs ›	$13.04B	N/A	N/A	N/A	N/A
Futu Holdings Limited (FUTU)vs ›	$15.31B	28.74%	23.87%	19.80%	18.09%
iShares Expanded Tech-Software Sector ETF (IGV)vs ›	$15.42B	N/A	N/A	N/A	N/A
Globe Life Inc. (GL)vs ›	$12.88B	19.69%	19.80%	20.98%	17.36%

NAME

MARKET CAP

RETURN ON EQUITY (ROE)

TTM

The Carlyle Group Inc. (CG)

$14.15B

5.05%

12.48%

6.18%

18.84%

Everest Group, Ltd. (EG)vs ›

$14.52B

12.40%

10.09%

11.58%

10.87%

Invesco Ltd. (IVZ)vs ›

$13.52B

-0.52%

1.51%

2.10%

4.04%

Ares Capital Corporation (ARCC)vs ›

$13.51B

6.91%

10.23%

10.09%

10.79%

Assurant, Inc. (AIZ)vs ›

$13.20B

17.44%

14.88%

12.41%

13.66%

Bitmine Immersion Technologies, Inc. (BMNR)vs ›

$15.26B

-75.47%

-38.27%

-35.75%

-27.85%

State Street Consumer Staples Select Sector SPDR ETF (XLP)vs ›

$13.04B

N/A

Futu Holdings Limited (FUTU)vs ›

$15.31B

28.74%

23.87%

19.80%

18.09%

iShares Expanded Tech-Software Sector ETF (IGV)vs ›

$15.42B

N/A

Globe Life Inc. (GL)vs ›

$12.88B

19.69%

19.80%

20.98%

17.36%

Return on Equity (ROE) FAQ

What is the return on equity (ROE) for The Carlyle Group Inc. (CG)?

The return on equity (ROE) for CG stock is 5.05%.

Is The Carlyle Group Inc.'s return on equity (ROE) high or low?

The return on equity (ROE) of 5.05% is 73% below its 5-year average of 18.84%, near the low end of its 5-year range (-12.69%–60.15%).

What is the TTM average return on equity (ROE) for The Carlyle Group Inc. (CG)?

The TTM average return on equity (ROE) for CG stock is 12.48%.

What is the 3Y average return on equity (ROE) for The Carlyle Group Inc. (CG)?

The 3Y average return on equity (ROE) for CG stock is 6.18%.

What is the 5Y average return on equity (ROE) for The Carlyle Group Inc. (CG)?

The 5Y average return on equity (ROE) for CG stock is 18.84%.

What is the 10Y average return on equity (ROE) for The Carlyle Group Inc. (CG)?

The 10Y average return on equity (ROE) for CG stock is 13.81%.

What is the 15Y average return on equity (ROE) for The Carlyle Group Inc. (CG)?

The 15Y average return on equity (ROE) for CG stock is 9.70%.

DATE	RETURN ON EQUITY (ROE)
2026-06-30	5.05%
2026-03-31	10.11%
2025-12-31	14.04%
2025-09-30	11.77%
2025-06-30	21.44%
2025-03-31	19.45%
2024-12-31	18.20%
2024-09-30	2.12%
2024-06-30	-7.89%
2024-03-31	-12.69%
2023-12-31	-11.72%
2023-09-30	3.56%
2023-06-30	6.88%
2023-03-31	12.21%
2022-12-31	19.69%
2022-09-30	28.53%
2022-06-30	33.37%
2022-03-31	45.30%
2021-12-31	56.35%
2021-09-30	59.80%
2021-06-30	60.15%
2021-03-31	52.85%
2020-12-31	12.95%
2020-09-30	-8.09%
2020-06-30	-19.52%
2020-03-31	-20.05%
2019-12-31	61.57%
2019-09-30	42.72%
2019-06-30	24.73%
2019-03-31	20.25%
2018-12-31	11.92%
2018-09-30	17.76%
2018-06-30	20.32%
2018-03-31	19.13%
2017-12-31	24.01%
2017-09-30	18.02%
2017-06-30	25.95%
2017-03-31	20.13%
2016-12-31	2.08%
2016-09-30	3.03%
2016-06-30	-19.11%
2016-03-31	-12.30%
2015-12-31	-3.56%
2015-09-30	0.42%
2015-06-30	16.34%
2015-03-31	16.66%
2014-12-31	12.06%
2014-09-30	20.57%
2014-06-30	15.04%
2014-03-31	11.33%
2013-12-31	12.86%
2013-09-30	6.24%
2013-06-30	8.84%
2013-03-31	6.76%
2012-12-31	60.76%
2012-09-30	-1.71%
2012-06-30	-4.50%
2012-03-31	-9.46%
2011-12-31	3.08%
2011-09-30	550.67%
2011-06-30	664.15%

DATE

RETURN ON EQUITY (ROE)

2026-06-30

5.05%

2026-03-31

10.11%

2025-12-31

14.04%

2025-09-30

11.77%

2025-06-30

21.44%

2025-03-31

19.45%

2024-12-31

18.20%

2024-09-30

2.12%

2024-06-30

-7.89%

2024-03-31

-12.69%

2023-12-31

-11.72%

2023-09-30

3.56%

2023-06-30

6.88%

2023-03-31

12.21%

2022-12-31

19.69%

2022-09-30

28.53%

2022-06-30

33.37%

2022-03-31

45.30%

2021-12-31

56.35%

2021-09-30

59.80%

2021-06-30

60.15%

2021-03-31

52.85%

2020-12-31

12.95%

2020-09-30

-8.09%

2020-06-30

-19.52%

2020-03-31

-20.05%

2019-12-31

61.57%

2019-09-30

42.72%

2019-06-30

24.73%

2019-03-31

20.25%

2018-12-31

11.92%

2018-09-30

17.76%

2018-06-30

20.32%

2018-03-31

19.13%

2017-12-31

24.01%

2017-09-30

18.02%

2017-06-30

25.95%

2017-03-31

20.13%

2016-12-31

2.08%

2016-09-30

3.03%

2016-06-30

-19.11%

2016-03-31

-12.30%

2015-12-31

-3.56%

2015-09-30

0.42%

2015-06-30

16.34%

2015-03-31

16.66%

2014-12-31

12.06%

2014-09-30

20.57%

2014-06-30

15.04%

2014-03-31

11.33%

2013-12-31

12.86%

2013-09-30

6.24%

2013-06-30

8.84%

2013-03-31

6.76%

2012-12-31

60.76%

2012-09-30

-1.71%

2012-06-30

-4.50%

2012-03-31

-9.46%

2011-12-31

3.08%

2011-09-30

550.67%

2011-06-30

664.15%

Return on Equity (ROE): 5.05%

CG Return on Equity (ROE)

CG Average Return on Equity (ROE) Chart

CG Current vs Average Return on Equity (ROE) Chart

CG Return on Equity (ROE) Metrics

CG Competitors' Return on Equity (ROE)

Return Analysis

Return on Equity (ROE) Formula & Definition

Return on Equity (ROE) FAQ

CG Return on Equity (ROE) History

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