The Carlyle Group (MEX:CG) 5-Year ROIIC %

Author: Vera Yuan Vera Yuan
Vera Yuan
Vera Yuan
Director of Data and Quant Analytics at GuruFocus
Focused on building reliable datasets, financial models, and research tools for value-minded investors. Committed to turning complex data into practical guidance for value-investing and long-term wealth.
Reviewed by: Charlie Tian Charlie Tian
Charlie Tian
Charlie Tian
Founder & CEO of GuruFocus
Dr. Charlie Tian is the founder and CEO of GuruFocus.com, a leading global investment research platform established in 2004. With a Ph.D. in physics, Dr. Tian transitioned from science to finance, applying a data-driven, disciplined approach to value investing.

MEX:CG The Carlyle Group Inc MEX:CG
52 GF Score
Price MXN727.00
GF Value MXN930.53
Valuation Modestly Undervalued
! 6 Warning Signs
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What is The Carlyle Group 5-Year ROIIC %?

5-Year ROIIC % does not apply to banks.

MEX:CG
52GF Score
The Carlyle Group Inc MEX:CG
5-Year ROIIC % is just one metric. See GF Score™, valuation, warning signs, and more.
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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 MXN727.00 is trading 21.9% below its estimated GF Value™ of MXN930.53. GuruFocus considers The Carlyle Group to be Modestly Undervalued.

Key valuation signals for MEX:CG:

  • 5-Year ROIIC %:
  • GF Value™: MXN930.53 vs. price of MXN727.00 (21.9% below fair value)
  • GF Score™: 52/100 with 6 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.
52GF Score

Get the complete analysis for MEX:CG

5-Year ROIIC % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

MXN727.00
Price
MXN930.53
GF Value