SharesGrow 7-Criteria Score
All 7 criteria scored · valuation-related highlighted on this page
The Carlyle Group Inc. (CG) trades at a trailing P/E of 21.2, forward P/E of 11.5. Trailing earnings yield is 4.72%, forward earnings yield 8.70%. PEG 0.11 (Peter Lynch undervalued ≤1.0). Graham Number is $31.58.
Criteria proven by this page:
- VALUE (83/100, Pass) — P/E is below market average (21.2); PEG ≤ 1.0 — Peter Lynch undervalued (0.11); analyst target implies upside (+31.9%); earnings yield beats bond yields (4.72%).
- Forward P/E 11.5 (down from trailing 21.2) — analysts expect earnings to grow, which would improve the valuation.
- PEG Ratio 0.11 — below 1.0 suggests the stock is undervalued relative to its earnings growth rate (Peter Lynch criterion).
- Trailing Earnings Yield 4.72% — roughly competitive with bond yields (~4.3%), moderate risk-reward. Forward yield improves to 8.70% as earnings recover.
- Analyst consensus target $67.50 (+31.9% upside) — significant upside potential according to Wall Street analysts.
Overall SharesGrow Score: 76/100 with 4/7 criteria passed.
SharesGrow 7-Criteria Score
✓
VALUE
83/100
Price-to-Earnings & upside
Proven by this page
~
HEALTH
67/100
Debt-to-Equity & liquidity
→ Health
Valuation Snapshot — CG
Valuation Multiples
P/E (TTM)21.2
Forward P/E11.5
PEG Ratio0.11
Forward PEG0.11
P/B Ratio2.97
P/S Ratio3.74
EV/EBITDA20.6
Per Share Data
EPS (TTM)$2.25
Forward EPS (Est.)$4.45
Book Value / Share$19.67
Revenue / Share$12.84
FCF / Share$-4.81
Yields & Fair Value
Earnings Yield4.72%
Forward Earnings Yield8.70%
Dividend Yield2.93%
Graham Number$31.58
SharesGrow IV$66.24 (+29.4%)
Analyst Target$67.50 (+31.9%)
Historical Valuation
| Year |
P/E (TTM) |
PEG Ratio |
P/B Ratio |
P/S Ratio |
Dividend Yield |
| 2016 |
197.1 |
-1.52 |
4.10 |
0.65 |
11.17% |
| 2017 |
8.6 |
0.00 |
2.08 |
0.76 |
5.88% |
| 2018 |
14.1 |
-0.22 |
1.68 |
0.80 |
9.35% |
| 2019 |
9.5 |
0.04 |
5.86 |
1.24 |
4.76% |
| 2020 |
31.6 |
-0.47 |
4.10 |
5.16 |
3.19% |
| 2021 |
6.6 |
0.01 |
3.69 |
3.35 |
1.82% |
| 2022 |
8.8 |
-0.15 |
1.73 |
2.93 |
4.11% |
| 2023 |
-24.2 |
0.16 |
2.83 |
7.88 |
3.38% |
| 2024 |
17.7 |
-0.07 |
3.23 |
4.43 |
2.78% |
| 2025 |
26.3 |
-1.25 |
3.69 |
4.34 |
2.38% |
P/E Ratio & Earnings Yield
Earnings Per Share (EPS) History
| Year |
EPS (Diluted) |
Revenue |
Net Income |
Net Margin |
| 2016 |
$-0.08 |
$1.93B |
$6.4M |
0.3% |
| 2017 |
$2.38 |
$2.78B |
$244.1M |
8.8% |
| 2018 |
$0.82 |
$2.06B |
$116.5M |
5.7% |
| 2019 |
$2.82 |
$2.92B |
$380.9M |
13.1% |
| 2020 |
$0.97 |
$2.13B |
$348.2M |
16.3% |
| 2021 |
$8.20 |
$5.82B |
$2.97B |
51.1% |
| 2022 |
$3.35 |
$3.68B |
$1.23B |
33.3% |
| 2023 |
$-1.68 |
$1.87B |
$-608.4M |
-32.6% |
| 2024 |
$2.77 |
$4.09B |
$1.02B |
25% |
| 2025 |
$2.18 |
$4.9B |
$808.7M |
16.5% |
Analyst Estimates
| Year |
EPS (Avg) |
EPS Range |
Revenue (Avg) |
Revenue Range |
Analysts |
| 2026 |
$4.56 |
$4.22 – $4.85 |
$4.64B |
$4.46B – $5B |
8 |
| 2027 |
$5.37 |
$5.01 – $5.68 |
$5.36B |
$5.13B – $5.71B |
7 |
| 2028 |
$5.79 |
$4.44 – $7.13 |
$5.46B |
$5.26B – $5.72B |
2 |
| 2029 |
$5.91 |
$5.63 – $6.28 |
$5.56B |
$5.35B – $5.83B |
1 |
