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The Carlyle Group (The Carlyle Group) Enterprise Value : $24,628 Mil (As of Apr. 28, 2024)


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What is The Carlyle Group Enterprise Value?

Think of Enterprise Value as the theoretical takeover price. It is more comprehensive than market capitalization (Market Cap), which only includes common equity. Enterprise Value is calculated as the market cap plus debt and minority interest and preferred shares, minus total cash, cash equivalents, and marketable securities.

EV-to-EBIT is calculated as Enterprise Value divided by its EBIT. This ratio does not apply to banks.

EV-to-EBITDA is calculated as Enterprise Value divided by its EBITDA. This ratio does not apply to banks.

EV-to-Revenue is calculated as Enterprise Value divided by its Revenue. As of today, The Carlyle Group's Enterprise Value is $24,628 Mil. The Carlyle Group's Revenue for the trailing twelve months (TTM) ended in Dec. 2023 was $1,324 Mil. Therefore, The Carlyle Group's EV-to-Revenue ratio for today is 18.60.


The Carlyle Group Enterprise Value Historical Data

The historical data trend for The Carlyle Group's Enterprise Value can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

* Premium members only.

The Carlyle Group Enterprise Value Chart

The Carlyle Group Annual Data
Trend Dec14 Dec15 Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23
Enterprise Value
Get a 7-Day Free Trial Premium Member Only Premium Member Only 19,542.27 18,266.90 25,820.76 18,521.40 22,764.75

The Carlyle Group Quarterly Data
Mar19 Jun19 Sep19 Dec19 Mar20 Jun20 Sep20 Dec20 Mar21 Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23
Enterprise Value Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 18,521.40 19,501.03 20,057.77 19,034.69 22,764.75

Competitive Comparison of The Carlyle Group's Enterprise Value

For the Asset Management subindustry, The Carlyle Group's Enterprise Value, along with its competitors' market caps and Enterprise Value data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


The Carlyle Group's Enterprise Value Distribution in the Asset Management Industry

For the Asset Management industry and Financial Services sector, The Carlyle Group's Enterprise Value distribution charts can be found below:

* The bar in red indicates where The Carlyle Group's Enterprise Value falls into.



The Carlyle Group Enterprise Value Calculation

Enterprise Value is calculated as the market cap plus debt and minority interest and preferred shares, minus total cash, cash equivalents, and marketable securities.

The Carlyle Group's Enterprise Value for the fiscal year that ended in Dec. 2023 is calculated as

The Carlyle Group's Enterprise Value for the quarter that ended in Dec. 2023 is calculated as

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.


The Carlyle Group  (NAS:CG) Enterprise Value Explanation

When an investor buy a company, the investor needs to pay not only the common shares, he/she also needs to pay the shareholders of Preferred Stocks. He also assumes the debt of the company, and receives the cash on the company's balance sheet.

If a company has more cash than debt, the investor actually pays less than the Market Cap because he immediately owns the cash once the transaction goes through.

The market value of Preferred Stock needs to be added to the market value of common stocks in the calculation of Enterprise Value.

For the companies with the same Market Cap, the smaller the Enterprise Value is, the cheaper the company is.

Enterprise Value can be negative when the company's net cash is more than its Market Cap. In this case the investor is basically getting the company for free and get paid for that.

1. EV-to-Revenue is calculated as Enterprise Value divided by its Revenue.

The Carlyle Group's EV-to-Revenue for today is:

EV-to-Revenue=Enterprise Value (Today)/Revenue (TTM)
=24627.885/1324.2
=18.60

The Carlyle Group's current Enterprise Value is $24,628 Mil.
The Carlyle Group's Revenue for the trailing twelve months (TTM) ended in Dec. 2023 adds up the quarterly data reported by the company within the most recent 12 months, which was $1,324 Mil.

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.


The Carlyle Group Enterprise Value Related Terms

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The Carlyle Group (The Carlyle Group) Business Description

Traded in Other Exchanges
Address
1001 Pennsylvania Avenue, NW, Washington, DC, USA, 20004-2505
The Carlyle Group is one of the world's largest alternative-asset managers, with $382.3 billion in total assets under management, including $273.0 billion in fee-earning AUM, at the end of September 2023. The company has three core business segments: private equity, which includes private equity, real estate, infrastructure, and natural resources funds (accounting for 40% of fee-earning AUM and 64% of base management fees during 2023), global credit (46% and 25%) and investment solutions (14% and 11%). The firm primarily serves institutional investors and high-net-worth individuals. Carlyle operates through 29 offices across five continents, serving more than 2,900 active carry fund investors from 88 countries.
Executives
Harvey M Schwartz director, officer: Chief Executive Officer C/O GOLDMAN SACHS & CO. LLC, 200 WEST STREET, NEW YORK NY 10282
John C. Redett officer: Chief Financial Officer C/O THE CARLYLE GROUP, 1001 PENNSYLVANIA AVENUE NW, SUITE 220 S, WASHINGTON DC 20004
Jeffrey W. Ferguson officer: General Counsel C/O THE CARLYLE GROUP L.P., 1001 PENNSYLVANIA AVENUE, NW, WASHINGTON DC 20004-2505
Andrews Charles Elliott Jr. officer: Chief Accounting Officer 1001 PENNSYLVANIA AVENUE, NW, WASHINGTON DC 20004
Curtis L. Buser officer: Chief Financial Officer C/O THE CARLYLE GROUP L.P., 1001 PENNSYLVANIA AVENUE, NW, WASHINGTON DC 20004-2505
Christopher Finn officer: Chief Operating Officer C/O THE CARLYLE GROUP, 1001 PENNSYLVANIA AVENUE, N.W., WASHINGTON DC 20004
Bruce M. Larson officer: Chief Human Resources Officer C/O THE CARLYLE GROUP, SUITE 220 SOUTH, 1001 PENNSYLVANIA AVENUE, N.W., WASHINGTON DC 20004
Sharda Cherwoo director 160 WEST 66TH STREET, APT. 45F, NEW YORK NY 10023
David M. Rubenstein director, 10 percent owner, officer: See Remarks C/O THE CARLYLE GROUP L.P., 1001 PENNSYLVANIA AVENUE, NW, WASHINGTON DC 20004
Mark S Ordan director 7315 WISCONSIN AVENUE, SUITE #250 WEST, BETHESDA MD 20814
Linda Filler director 2200 PENNSYLVANIA AVE NW, SUITE 800W, WASHINGTON DC 20037
Kewsong Lee director, officer: Co-Chief Executive Officer C/O WARBURG PINCUS LLC, 450 LEXINGTON AVENUE, NEW YORK NY 10017
Daniel A. D'aniello director, 10 percent owner, officer: Founder, Chairman Emeritus C/O THE CARLYLE GROUP L.P., 1001 PENNSYLVANIA AVENUE, NW, WASHINGTON DC 20004-2505
Thomas S Robertson director 200 CLARENDON STREET, T-33, BOSTON MA 02116
Peter J Clare director, officer: Co-Chief Investment Officer