CG
The Carlyle Group Inc.Financial Services · $15.9B market cap
Verdict
Share price
$39.82
close of Oct 3, 2026
Fair value
$67.65
Sticker Price
Payback Price
$27.06
buy price
CG is Undervalued: at $39.82 it trades 41% below its fair value of $67.65. Its buy price (Payback Price) is $27.06, 32% below today's price. Business quality is limited: only 1 of 5 key numbers clears the 10% bar.
How we valued it
Justified P/B (Financials). A bank or insurer. These are best valued on their book value and how much they earn on it.
Business quality
1 of 5 clear the 10% bar. What are the Big Five?
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4 of the investors we track hold CG. In Q2 2026, 1 added. Who we track
Bill Nygren
Oakmark Funds · as of Q2 2026
$743.7M
17,661,625 shares
John Rogers
Ariel Investments · as of Q2 2026
$191.5M
4,548,683 shares
Thomas Gayner
Markel Group · as of Q2 2026
$55.9M
1,327,000 shares
Bill Miller
Miller Value Partners · as of Q2 2026
$1.7M
40,000 shares
Moves in Q2 2026
Added: John Rogers
Insider activity
Since Aug 1, 2026: no open-market purchases, 1 sale worth $17.1M and 16 other filings (stock awards, tax withholding and similar). Why purchases matter
Sales
Other filings
Rubenstein David M.
director · 2026-09-11
G-Gift
100,000 shares
Jenkins Mark David
Co-President · 2026-08-26
Award
6,264 shares
LoBue Lindsay
Chief Operating Officer · 2026-08-26
Award
2,657 shares
SCHWARTZ HARVEY M
Chief Executive Officer · 2026-08-26
Award
19,240 shares
Redett John C.
Co-President · 2026-08-26
Award
8,302 shares
Show all 16 other filingsShow fewer
Plouffe Justin
Chief Financial Officer · 2026-08-26
Award
3,769 shares
Andrews Charles Elliott Jr.
Chief Accounting Officer · 2026-08-26
Award
304 shares
Heinzelman Kate Elizabeth
General Counsel · 2026-08-26
Award
78 shares
Nedelman Jeffrey
Co-President · 2026-08-26
Award
6,615 shares
Jenkins Mark David
Co-President · 2026-08-01
Tax withholding
$5.7M
LoBue Lindsay
Chief Operating Officer · 2026-08-01
Tax withholding
$841K
Nedelman Jeffrey
Co-President · 2026-08-01
Tax withholding
$2.0M
Heinzelman Kate Elizabeth
General Counsel · 2026-08-01
Award
11,031 shares
Redett John C.
Co-President · 2026-08-01
Tax withholding
$5.7M
Plouffe Justin
Chief Financial Officer · 2026-08-01
Tax withholding
$2.9M
Andrews Charles Elliott Jr.
Chief Accounting Officer · 2026-08-01
Tax withholding
$569K
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…
Asset Management
Fair value and Payback Price are estimates from the company's reported financials, not investment advice. Prices as of the close of Oct 3, 2026. How the Payback Price works