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The Carlyle GroupCG +1.46%62 3-1 Month Momentum % is -15.90% as of Aug. 01, 2026. GuruFocus rates CG with a GF Score™ of 62/100 and a GF Value™ of $57.55 (Modestly Undervalued). The stock has 6 warning signs investors should review. Among 1,634 Asset Management companies, The Carlyle Group ranks worse than 88.62% on this metric.
3-1 Month Momentum % is the total return of the stock from 3-month ago to 1-month ago. As of today (2026-08-01), The Carlyle Group's 3-1 Month Momentum % is -15.90%.
The industry rank for The Carlyle Group's 3-1 Month Momentum % or its related term are showing as below:
CG's 3-1 Month Momentum % is ranked worse than 88.62% of 1634
companies
in the Asset Management industry
Industry Median: -0.72
vs CG: -15.90
The Carlyle Group (NAS:CG) 3-1 Month Momentum % Explanation
Momentum investing is a trading strategy in which investors buy securities that are rising and sell before the prices start to go back down. The 3-1 Month Momentum % measures the total return to a stock over the past three months, but ignores the previous month.
The reason why the most recent month’s return dropped related to the short-term reversal effect associated with momentum. There is an academic finding that short-term momentum actually has a reversal effect, whereby the previous winners (measured over the past months) do poorly the next month, while the previous losers do well the next month. In order to eliminate the short-term reversal effect, the previous month return was not included in this calculation.
The Carlyle Group 3-1 Month Momentum % Related Terms
CG vs BEN, CRBG, PS: 3-1 Month Momentum % Comparison
For the Asset Management subindustry, The Carlyle Group's 3-1 Month Momentum %, along with its competitors' market caps and 3-1 Month Momentum % 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 3-1 Month Momentum % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, The Carlyle Group's 3-1 Month Momentum % distribution charts can be found below:
* The bar in red indicates where The Carlyle Group's 3-1 Month Momentum % falls into.
The Carlyle Group (NAS:CG) 3-1 Month Momentum % Calculation
3-1 Month Momentum % is calculated as following:
3-1 Month Momentum %
=
( Price 1-month ago
/
Price 3-month ago
- 1 )
*
100 %
* 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 (CG) has a 3-1 Month Momentum % of -15.90% as of Aug. 01, 2026. 3-1 Month Momentum measures the total return of the stock from 3-month ago to 1-month ago. View historical data on The Carlyle Group and its competitors. According to the industry distribution chart, The Carlyle Group ranks #1448 out of 1634 companies in the Asset Management industry, placing it in the top 88.6%.
Is The Carlyle Group's 3-1 Month Momentum % too high?
The Carlyle Group's current 3-1 Month Momentum % is -15.90%. Based on the distribution chart, The Carlyle Group ranks #1448 out of 1634 companies in the Asset Management industry, which is in the bottom quartile relative to peers. Overall, The Carlyle Group has a GF Score™ of 62/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does The Carlyle Group's 3-1 Month Momentum % compare to BEN and CRBG?
According to the Asset Management industry distribution chart, The Carlyle Group ranks #1448 out of 1634 companies for 3-1 Month Momentum %. This places The Carlyle Group in the lower half of its industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 3-1 Month Momentum % for an Asset Management company?
A good 3-1 Month Momentum % depends on the Asset Management industry context. However, 3-1 Month Momentum % 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 3-1 Month Momentum % mean?
A high 3-1 Month Momentum % can signal that a stock is expensive relative to its fundamentals. 3-1 Month Momentum measures the total return of the stock from 3-month ago to 1-month ago. View historical data on The Carlyle Group and its competitors. The Carlyle Group's current 3-1 Month Momentum % is -15.90%. 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 $57.55, compared to a current price of $46.03 — trading 20% below its estimated fair value. The current 3-1 Month Momentum % is -15.90%. The Carlyle Group's overall GF Score™ is 62/100 with 6 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 3-1 Month Momentum % calculated?
3-1 Month Momentum % is calculated from a company's financial statements. For The Carlyle Group (CG), the current 3-1 Month Momentum % is -15.90% as of Aug. 01, 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 $46.03 is trading 20% below its estimated GF Value™ of $57.55.
GuruFocus considers The Carlyle Group to be Modestly Undervalued.
Key valuation signals for CG:
3-1 Month Momentum %: -15.90%
GF Value™: $57.55 vs. price of $46.03 (20% below fair value)
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.
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.
62GF Score
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