Carlyle Group Inc. (CG)

The Carlyle Group, Inc. is a global investment firm. It operates through the following segments: Global Private Equity (GPE), Global Credit (GC), and Global Investment Solutions (GIS). The GPE segment focuses on buyout and growth capital funds, which pursue a variety of corporate investments of different sizes and growth potentials. The GC segment includes funds and vehicles that pursue investment strategies including loans and structured credit, direct lending, opportunistic credit, distressed credit, aircraft financing and servicing, infrastructure debt, insurance solutions, and global capital markets. The GIS segment provides comprehensive investment opportunities and resources for investors and clients to build private equity portfolios through fund of funds, secondary purchases or financings of existing portfolios, and managed co-investment programs. The company was founded by William Elias Conway Jr., Daniel Anthony D'Aniello, and David Mark Rubenstein in 1987 and is headquartered in Washington, DC.

Address

C/O THE CARLYLE GROUP
WASHINGTON, DC 20004

Founded

1987

Number of Employees

2,200

Buyback

Buyback Data 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 Average
$ Amount Purchased
($ in 000s)
- - $38,849 $216 $32,549 $24,071 $26,439 $161,845 $185,670 $203,484 $280,609 $105,970
Average Price - - $16.17 $15.24 $21.43 $22.69 $24.25 $49.54 $37.69 $31.28 $44.13 $35.14
# Shares Purchased - - 2,402,067 14,190 1,518,849 1,060,803 1,090,437 3,267,094 4,926,359 6,505,037 6,358,903 3,015,971
Buyback Performance 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 Average
Total Return to Date - - 147.3% 162.5% 86.7% 76.3% 65.0% -19.3% 6.1% 27.9% -9.4% 13.8%
S&P 500 Return to Date - - 169.7% 130.6% 105.7% 93.9% 75.5% 32.2% 37.8% 31.9% 8.1% 76.2%
Excess Total Return - - -22.3% 31.8% -19.0% -17.6% -10.6% -51.4% -31.7% -4.0% -17.5% -62.3%
Quartile Rank
Percentile Rank - - 69% 79% 69% 68% 61% 31% 51% 66% 21% 51%
Buyback returns calculated using weighted average buyback price over the last 10 years and comparing to current day stock price value. S&P 500 used as benchmark for excess return.