The Carlyle Group (MEX:CG) Cyclically Adjusted Book per Share: MXN186.45 (As of Jun. 2026)

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MEX:CG The Carlyle Group Inc MEX:CG
53 GF Score
Price MXN793.00
GF Value MXN885.09
Valuation Modestly Undervalued
! 7 Warning Signs
View Full Analysis

What is The Carlyle Group Cyclically Adjusted Book per Share?

The Carlyle Group MEX:CG 53 Cyclically Adjusted Book per Share is MXN186.45 as of Jun. 2026. GuruFocus rates MEX:CG with a GF Score™ of 53/100 and a GF Value™ of MXN885.09 (Modestly Undervalued). The stock has 7 warning signs investors should review.

E10 is a concept invented by Prof. Robert Shiller, who uses E10 for his Shiller PE Ratio calculation. E10 is the average of the inflation adjusted earnings of a company over the past 10 years. The similar calculation is applied by GuruFocus to calculate the Cyclically Adjusted Book per Share and the Cyclically Adjusted PB Ratio. The Cyclically Adjusted Book per Share is the average of the inflation adjusted Book Value per Share of a company over the past 10 years.

The Carlyle Group's adjusted book value per share for the three months ended in Jun. 2026 was MXN258.835. Add all the adjusted book value per share for the past 10 years together and divide the count will get our Cyclically Adjusted Book per Share, which is MXN186.45 for the trailing ten years ended in Jun. 2026.

During the past 12 months, The Carlyle Group's average Cyclically Adjusted Book Growth Rate was 18.60% per year. During the past 3 years, the average Cyclically Adjusted Book Growth Rate was 22.00% per year. During the past 5 years, the average Cyclically Adjusted Book Growth Rate was 26.90% per year. Please click Growth Rate Calculation Example (GuruFocus) to see how GuruFocus calculates Wal-Mart Stores Inc (WMT)'s revenue growth rate. You can apply the same method to get the Cyclically Adjusted Book Growth Rate using Cyclically Adjusted Book per Share data.

During the past 13 years, the highest 3-Year average Cyclically Adjusted Book Growth Rate of The Carlyle Group was 32.40% per year. The lowest was 22.00% per year. And the median was 26.50% per year.

As of today (2026-08-16), The Carlyle Group's current stock price is MXN793.00. The Carlyle Group's Cyclically Adjusted Book per Share for the quarter that ended in Jun. 2026 was MXN186.45. The Carlyle Group's Cyclically Adjusted PB Ratio of today is 4.25.

During the past 13 years, the highest Cyclically Adjusted PB Ratio of The Carlyle Group was 15.74. The lowest was 3.97. And the median was 6.33.


The Carlyle Group  (MEX:CG) Cyclically Adjusted Book per Share Explanation

If a company grows much fast than inflation, Cyclically Adjusted Book per Share may underestimate the company's equity. Cyclically Adjusted PB Ratio can seem to be too high even the actual PB Ratio is low.

For the Cyclically Adjusted PB Ratio, the book value of the past 10 years are inflation-adjusted and averaged. The result is used for P/B calculation. Since it looks at the average over the last 10 years, the Cyclically Adjusted PB Ratio is also called CAPB Ratio.

The Shiller PE Ratio was first used by professor Robert Shiller. He uses E10 for his Shiller PE Ratio calculation. E10 is the average of the inflation adjusted earnings per share of a company over the past 10 years. The similar calculation is applied by GuruFocus to calculate the Cyclically Adjusted PB Ratio. The Cyclically Adjusted Book per Share is the average of the inflation adjusted book value per share of a company over the past 10 years.

The Carlyle Group's Cyclically Adjusted PB Ratio of today is calculated as

Cyclically Adjusted PB Ratio=Share Price/Cyclically Adjusted Book per Share
=793.00/186.45
=4.25

* 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.

During the past 13 years, the highest Cyclically Adjusted PB Ratio of The Carlyle Group was 15.74. The lowest was 3.97. And the median was 6.33.


Be Aware

Cyclically Adjusted PB Ratio works better for cyclical companies. It gives you a better idea on the company's real book value.


The Carlyle Group Cyclically Adjusted Book per Share Related Terms


The Carlyle Group Cyclically Adjusted Book per Share Historical Data

* Premium members only.

The historical data trend for The Carlyle Group's Cyclically Adjusted Book per Share 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.

The Carlyle Group Cyclically Adjusted Book per Share Chart

The Carlyle Group Annual Data
Trend Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
Cyclically Adjusted Book per Share
Get a 7-Day Free Trial Premium Member Only Premium Member Only 77.51 135.99 106.92 126.94 174.62

The Carlyle Group Quarterly Data
Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26 Jun26
Cyclically Adjusted Book per Share 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 142.69 184.09 174.62 183.94 186.45

MEX:CG vs BEN, CRBG, PS: Cyclically Adjusted Book per Share Comparison

For the Asset Management subindustry, The Carlyle Group's Cyclically Adjusted PB Ratio, along with its competitors' market caps and Cyclically Adjusted PB Ratio 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 Cyclically Adjusted PB Ratio vs Asset Management Industry

For the Asset Management industry and Financial Services sector, The Carlyle Group's Cyclically Adjusted PB Ratio distribution charts can be found below:

* The bar in red indicates where The Carlyle Group's Cyclically Adjusted PB Ratio falls into.


MEX:CG
53GF Score
The Carlyle Group Inc MEX:CG
Cyclically Adjusted Book per Share is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

The Carlyle Group Cyclically Adjusted Book per Share Calculation

E10 is a concept invented by Prof. Robert Shiller, who uses E10 for his Shiller PE Ratio calculation. E10 is the average of the inflation adjusted earnings of a company over the past 10 years. The similar calculation is applied by GuruFocus to calculate the Cyclically Adjusted Book per Share and the Cyclically Adjusted PB Ratio. The Cyclically Adjusted Book per Share is the average of the inflation adjusted Book Value per Share of a company over the past 10 years.

What is Cyclically Adjusted Book per Share? How do we calculate Cyclically Adjusted Book per Share?

Cyclically Adjusted Book per Share is the average of the inflation adjusted Book Value per Share of a company over the past 10 years. Let's use an example to explain.

If we want to calculate the Cyclically Adjusted Book per Share of Wal-Mart (WMT) for Dec. 31, 2010, we need to have the inflation data and the book value per share from 2001 through 2010.

We adjusted the 2001 book value per share data with the total inflation from 2001 through 2010 to the equivalent book value in 2010. If the total inflation from 2001 to 2010 is 40%, and Wal-Mart's book value is $1 a share in 2001, then the 2001's equivalent book value in 2010 is $1.4 a share. If Wal-Mart's book value is $1 again in 2002, and the total inflation from 2002 through 2010 is 35%, then the equivalent 2002 book value in 2010 is $1.35. So on and so forth, you get the equivalent book value per share of past 10 years. Then you add them together and divided the sum by the count to get Cyclically Adjusted Book per Share.

Please note that we use the CPI data of the country/region where the company is headquartered. If the CPI data for that country/region is not available, then we will use the CPI data of the United States as default.

For example, The Carlyle Group's adjusted Book Value per Share data for the three months ended in Jun. 2026 was:

Adj_Book= Book Value per Share /CPI of Jun. 2026 (Change)*Current CPI (Jun. 2026)
=258.835/333.9520*333.9520
=258.835

Current CPI (Jun. 2026) = 333.9520.

The Carlyle Group Quarterly Data

Book Value per Share CPI Adj_Book
201609 20.881 241.428 28.883
201612 19.445 241.432 26.897
201703 23.166 243.801 31.732
201706 28.027 244.955 38.210
201709 32.072 246.819 43.394
201712 36.891 246.524 49.974
201803 35.865 249.554 47.994
201806 38.610 251.989 51.168
201809 36.235 252.439 47.935
201812 34.207 251.233 45.470
201903 40.196 254.202 52.807
201906 47.476 256.143 61.898
201909 51.633 256.759 67.156
201912 33.606 256.974 43.673
202003 125.560 258.115 162.451
202006 129.631 257.797 167.925
202009 138.292 260.280 177.435
202012 151.317 260.474 194.003
202103 199.608 264.877 251.662
202106 243.559 271.696 299.368
202109 274.477 274.310 334.155
202112 304.709 278.802 364.984
202203 325.367 287.504 377.932
202206 333.381 296.311 375.731
202209 338.653 296.808 381.034
202212 334.764 296.797 376.672
202303 307.376 301.836 340.081
202306 284.041 305.109 310.892
202309 285.878 307.789 310.178
202312 243.880 306.746 265.510
202403 234.244 312.332 250.459
202406 258.571 314.175 274.848
202409 305.345 315.301 323.407
202412 327.383 315.605 346.415
202503 316.180 319.799 330.173
202506 307.410 322.561 318.266
202509 286.244 324.800 294.310
202512 290.284 324.054 299.151
202603 270.787 330.213 273.853
202606 258.835 333.952 258.835

Add all the adjusted book value per share together and divide the count will get our Cyclically Adjusted Book per Share.

What does a Cyclically Adjusted Book per Share of MXN186.45 mean?
The Carlyle Group (MEX:CG) has a Cyclically Adjusted Book per Share of MXN186.45 as of Jun. 2026. Cyclically adjusted book value per share represents the company's inflation-adjusted book value per share over a 10-year period. View historical data on The Carlyle Group and its competitors.
Is The Carlyle Group's Cyclically Adjusted Book per Share too high?
The Carlyle Group's current Cyclically Adjusted Book per Share is MXN186.45. Overall, The Carlyle Group has a GF Score™ of 53/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does The Carlyle Group's Cyclically Adjusted Book per Share compare to BEN and CRBG?
The Carlyle Group's Cyclically Adjusted Book per Share of MXN186.45 can be compared against companies in the Asset Management industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Cyclically Adjusted Book per Share for an Asset Management company?
A good Cyclically Adjusted Book per Share depends on the Asset Management industry context. However, Cyclically Adjusted Book per Share should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Cyclically Adjusted Book per Share mean?
A high Cyclically Adjusted Book per Share can signal that a stock is expensive relative to its fundamentals. Cyclically adjusted book value per share represents the company's inflation-adjusted book value per share over a 10-year period. View historical data on The Carlyle Group and its competitors. The Carlyle Group's current Cyclically Adjusted Book per Share is MXN186.45. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is The Carlyle Group stock overvalued right now?
Based on GuruFocus' analysis, The Carlyle Group (MEX:CG) is currently considered Modestly Undervalued. The stock's GF Value™ is MXN885.09, compared to a current price of MXN793.00 — trading 10.4% below its estimated fair value. The current Cyclically Adjusted Book per Share is MXN186.45. The Carlyle Group's overall GF Score™ is 53/100 with 7 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Cyclically Adjusted Book per Share calculated?
Cyclically Adjusted Book per Share is calculated from a company's financial statements. For The Carlyle Group (MEX:CG), the current Cyclically Adjusted Book per Share is MXN186.45 as of Jun. 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is The Carlyle Group (MEX:CG) Overvalued in 2026?

Based on GuruFocus' analysis, The Carlyle Group stock appears to be undervalued. The current stock price of MXN793.00 is trading 10.4% below its estimated GF Value™ of MXN885.09. GuruFocus considers The Carlyle Group to be Modestly Undervalued.

Key valuation signals for MEX:CG:

  • Cyclically Adjusted Book per Share: MXN186.45
  • GF Value™: MXN885.09 vs. price of MXN793.00 (10.4% below fair value)
  • GF Score™: 53/100 with 7 warning signs

No single metric tells the full story. See the MEX:CG stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


The Carlyle Group Business Description

Other Exchanges CG:USA1CG:Italy3VU:Germany
Address 1001 Pennsylvania Avenue, NW, Washington, DC, USA, 20004-2505
Carlyle Group is one of the world's largest alternative-asset managers, with $476.9 billion in total AUM, including $336.8 billion in fee-earning AUM, at the end of 2025. The company has three core business segments: global private equity, which includes its private equity, real estate, infrastructure, and natural resources offerings (with $163.6 billion in total AUM and $101.4 billion in fee-earning AUM), global credit ($211.3 billion/$169.5 billion), and investment/fund solutions, known as Carlyle AlphInvest ($101.0 billion/$65.9 billion). The firm primarily serves institutional investors and high-net-worth individuals. Carlyle operates through 29 offices across five continents, serving more than 3,100 active carry fund investors from 87 countries.
53GF Score

Get the complete analysis for MEX:CG

Cyclically Adjusted Book per Share is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

MXN793.00
Price
MXN885.09
GF Value