CG (The Carlyle Group) Moat Score: 6/10 (As of Jun. 28, 2026)


CG The Carlyle Group Inc CG
63 GF Score
Price $41.40
GF Value $55.08
Valuation Modestly Undervalued
! 6 Warning Signs
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What is The Carlyle Group Moat Score?

The Carlyle Group CG -1.19% 63 Moat Score is 6 as of Jun. 28, 2026. GuruFocus rates CG with a GF Score™ of 63/100 and a GF Value™ of $55.08 (Modestly Undervalued). The stock has 6 warning signs investors should review. Among 1,698 Asset Management companies, The Carlyle Group ranks better than 99.47% on this metric.

The Carlyle Group has the Moat Score of 6, which implies that the company might have Narrow Moat - Strong narrow moat, clearly distinguishable but not wide.

The Carlyle Group has Narrow Moat: Carlyle Group has a strong narrow moat due to its established brand in private equity, extensive network, and significant assets under management. However, it faces competition from other major firms and lacks exclusive regulatory advantages or proprietary technology to qualify for a wide moat.

Moat Score is a ranking system developed by GuruFocus to assess a company's ability to sustain a competitive advantage, rated on a scale from 0 to 10. It takes into account key factors such as market leadership, cost advantages, network effects, customer switching costs, and more.

The company's Moat Score is based on these criteria:

1. Market leadership and sustainable market share
2. Network effects and significant customer switching costs
3. Valuable intellectual property and patents
4. Strong brand strength and deep customer loyalty
5. Durable cost advantages (e.g., economies of scale, proprietary technology)
6. Significant regulatory barriers and exclusive licenses
7. Superior distribution network
8. Strong and sustainable pricing power
9. Consistent and impactful innovation and R&D capabilities

Based on the research, GuruFocus believes The Carlyle Group might have Narrow Moat - Strong narrow moat, clearly distinguishable but not wide.

The Carlyle Group  (NAS:CG) Moat Score Explanation

The Moat Score ranges from 0 to 10, with 10 as the highest. GuruFocus divided Moat Score into following 8 categories:

Moat Score Moat Level
10Wide Moat - Exceptionally dominant and durable wide moat
8 - 9Wide Moat - Clear and robust wide moat
7Wide Moat - Entry-level wide moat, clearly possessing durable advantages
6Narrow Moat - Strong narrow moat, clearly distinguishable but not wide
5Narrow Moat - Solid narrow moat
4Narrow Moat - Discernible but modest moat
1 - 3No Moat - Very weak/transient advantages
0No Moat - No discernible moat

The Carlyle Group Moat Score Related Terms

CG vs BEN, PS, PSLV: Moat Score Comparison

For the Asset Management subindustry, The Carlyle Group's Moat Score, along with its competitors' market caps and Moat Score 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 Moat Score vs Asset Management Industry

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

* The bar in red indicates where The Carlyle Group's Moat Score falls into.


CG
63GF Score
The Carlyle Group Inc CG
Moat Score is just one metric. See GF Score™, valuation, warning signs, and more.
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Frequently Asked Questions Learn more about Moat Score →
What does a Moat Score of 6 mean?
The Carlyle Group (CG) has a Moat Score of 6 as of Jun. 28, 2026. Moat Score is a ranking system developed by GuruFocus to assess a company's ability to sustain a competitive advantage, rated on a scale from 0 to 10. It takes into account key factors such as market leadership, cost advantages, network effects, customer switching costs, and more. According to the industry distribution chart, The Carlyle Group ranks #9 out of 1698 companies in the Asset Management industry, placing it in the top 0.5%.
Is The Carlyle Group's Moat Score too high?
The Carlyle Group's current Moat Score is 6. Based on the distribution chart, The Carlyle Group ranks #9 out of 1698 companies in the Asset Management industry, which is in the top quartile — a strong position relative to peers. Overall, The Carlyle Group has a GF Score™ of 63/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does The Carlyle Group's Moat Score compare to BEN and PS?
According to the Asset Management industry distribution chart, The Carlyle Group ranks #9 out of 1698 companies for Moat Score. This places The Carlyle Group in the top 1% of its industry — outperforming the majority of peers. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Moat Score for an Asset Management company?
A good Moat Score depends on the Asset Management industry context. However, Moat Score 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 Moat Score mean?
A high Moat Score can signal that a stock is expensive relative to its fundamentals. Moat Score is a ranking system developed by GuruFocus to assess a company's ability to sustain a competitive advantage, rated on a scale from 0 to 10. It takes into account key factors such as market leadership, cost advantages, network effects, customer switching costs, and more. The Carlyle Group's current Moat Score is 6. 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 (CG) is currently considered Modestly Undervalued. The stock's GF Value™ is $55.08, compared to a current price of $41.40 — trading 24.8% below its estimated fair value. The current Moat Score is 6. The Carlyle Group's overall GF Score™ is 63/100 with 6 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Moat Score calculated?
Moat Score is calculated from a company's financial statements. For The Carlyle Group (CG), the current Moat Score is 6 as of Jun. 28, 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 (CG) Overvalued in 2026?

Based on GuruFocus' analysis, The Carlyle Group stock appears to be undervalued. The current stock price of $41.40 is trading 24.8% below its estimated GF Value™ of $55.08. GuruFocus considers The Carlyle Group to be Modestly Undervalued.

Key valuation signals for CG:

  • Moat Score: 6
  • GF Value™: $55.08 vs. price of $41.40 (24.8% below fair value)
  • GF Score™: 63/100 with 6 warning signs

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

The Carlyle Group Business Description

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.
63GF Score

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$41.40
Price
$55.08
GF Value