NASDAQ · STOCK
Carlyle Group Inc.
$44.70
52W $39.60 – $69.85
51/100
$15.50B
28.4
1.84
Price History (6M)
Executive Summary
6 analysts weighed in with 50% agreement on a bullish lean. Portfolio Manager: Portfolio position concentration is currently healthy. Growth Analyst: 4 consecutive earnings misses -- execution concerns. Overall recommendation: WATCH.
Bull & Bear Case
Bull Case
- Positive MACD histogram signals bullish momentum.
- Weekly trend: uptrend.
- Daily downtrend but weekly uptrend — possible early reversal but not yet confirmed on the daily.
- Daily volatility (ATR%) above ~3% is treated as elevated risk.
Bear Case
- Stochastic RSI (90.6) confirms overbought conditions.
- Daily trend is down — entering long positions against the trend.
- Lower Highs / Lower Lows structure confirms bearish price action.
- Bearish candlestick pattern(s) detected: Shooting Star.
- Fundamental score is weak (31.5/100) — poor financial health or expensive valuation.
AI Investment Committee
Committee Consensus
As of July 11, 2026
Overall Committee Score
51/100
Agreement
43%
Analysts
7
Conviction
Contested
Growth Analyst
bearish
28
/ 100 · Moderate confidence
Growth story is weak, decelerating, or inconsistent
− 4 consecutive earnings misses -- execution concerns
Technical Analyst
neutral
46
/ 100 · High confidence
Mixed or range-bound price action
+ MACD histogram positive -- bullish momentum
− Price structure making lower highs and lower lows
Risk Analyst
bearish
35
/ 100 · Low confidence
Elevated risk from leverage, volatility, event exposure, or portfolio concentration -- size accordingly
− Bollinger bandwidth of 16.3% signals elevated volatility
Macro Analyst
bullish
70
/ 100 · Moderate confidence
Macro backdrop is supportive of risk assets generally, and this name's beta works in its favor
+ Market regime is bullish (Bull market -- normal position sizing)
News Analyst
bullish
66
/ 100 · Low confidence
News flow and recent filings/analyst actions are net positive
+ News sentiment is positive (+0.25 across 8 articles, 14d)
Portfolio Manager
bullish
75
/ 100 · Low confidence
The existing book is healthy enough that position-sizing here is a matter of stock selection, not portfolio constraints
+ Portfolio position concentration is currently healthy
Technical Analysis
RSI (14)
61.4
Neutral
MACD Histogram
0.351
Bullish Momentum
Trend Direction
Downtrend
Weekly: Uptrend
Market Structure
Lh Ll
Support
$36.66
Resistance
$53.83
Bollinger %B
0.64
Inside Bands
Price vs Moving Averages
EMA 9
$43.57
Above
EMA 21
$43.74
Above
EMA 50
$45.28
Below
EMA 200
$50.43
Below
Fundamental Analysis
Valuation
56
Growth
6
Profitability
59
Financial Health
4
Valuation
P/E Ratio
28.4×
P/B Ratio
3.70×
PEG Ratio
—
Dividend Yield
3.18%
52W High
$69.85
52W Low
$39.60
Quality & Growth
ROE
965.0%
ROA
197.0%
Gross Margin
7023.0%
Operating Margin
1876.0%
Revenue Growth YoY
-2889.0%
Debt / Equity
2.33
AI Fundamental Assessment
P/E ratio of 28.4 (moderate relative to a 15-40x range); Price-to-book of 3.7x; Revenue growth (YoY) of -28.9%; EPS growth (YoY) of -50.6%; Return on equity of 9.7%; Return on assets of 2.0%; Net margin of 13.5%; Gross margin of 70.2%; Current ratio of 0.56 (tight short-term liquidity); Debt-to-equity of 2.33; Most recent quarter missed estimates by 8.4%; 4 consecutive earnings misses; EPS growth decelerating (+5.2% -> -11.9% QoQ); Analyst estimates falling over recent quarters
Key Risks
- Stochastic RSI (90.6) confirms overbought conditions.
- Daily trend is down — entering long positions against the trend.
- Lower Highs / Lower Lows structure confirms bearish price action.
- Bearish candlestick pattern(s) detected: Shooting Star.
- Fundamental score is weak (31.5/100) — poor financial health or expensive valuation.
This risk summary is generated from quantitative data signals, not qualitative opinion. All investors should conduct their own due diligence. This is not financial advice.
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