The Carlyle Group (The Carlyle Group) 5-Year Yield-on-Cost %

: 3.09 (As of Today)

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The Carlyle Group's yield on cost for the quarter that ended in Dec. 2023 was 3.09.

The historical rank and industry rank for The Carlyle Group's 5-Year Yield-on-Cost % or its related term are showing as below:

CG' s 5-Year Yield-on-Cost % Range Over the Past 10 Years
Min: 1.71 Med: 5.34 Max: 27.36
Current: 3.09

During the past 13 years, The Carlyle Group's highest Yield on Cost was 27.36. The lowest was 1.71. And the median was 5.34.

CG's 5-Year Yield-on-Cost % is ranked worse than
76.19% of 1214 companies
in the Asset Management industry
Industry Median: 6.01 vs CG: 3.09

Competitive Comparison

For the Asset Management subindustry, The Carlyle Group's 5-Year Yield-on-Cost %, along with its competitors' market caps and 5-Year Yield-on-Cost % 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 5-Year Yield-on-Cost % Distribution

For the Asset Management industry and Financial Services sector, The Carlyle Group's 5-Year Yield-on-Cost % distribution charts can be found below:

* The bar in red indicates where The Carlyle Group's 5-Year Yield-on-Cost % falls into.

The Carlyle Group 5-Year Yield-on-Cost % Calculation

Dividend Yield % and dividend growth of a stock is an important factor for income investors. But if company A raises its dividend constantly faster than company B, company A's future dividend yield might be much higher than Company B's even if their yields are the same now and their stock prices do not change.

Yield on Cost assumes that you buy and the stock today, and hold it for 5 years. If the company raises it dividends at the same rate as it did over the past 5 years, the dividends investors receive annually in 5 years relative to the stock price today.

Therefore, Yield-on-Cost of The Carlyle Group is calculated as

Yield-on-Cost

Dividend Yield %

Dividend Growth Rate)^5

The Carlyle Group (NAS:CG) 5-Year Yield-on-Cost % Explanation

Of course the risk here is that the company may not raise its dividends as it did before. The key is to select the companies that can consistently raise its dividends. Usually companies with long history of raising dividends tend to do so.

The Carlyle Group 5-Year Yield-on-Cost % Related Terms

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The Carlyle Group (The Carlyle Group) Business Description

Industry

GURUFOCUS.COM » STOCK LIST » Financial Services » Asset Management » The Carlyle Group Inc (NAS:CG) » Definitions » 5-Year Yield-on-Cost %

Comparable Companies

Traded in Other Exchanges

CG:Mexico 3VU:Germany 3VU:Germany

Address

1001 Pennsylvania Avenue, NW, Washington, DC, USA, 20004-2505

Website

https://www.carlyle.com

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