The Carlyle GroupCG +2.58%63 5-Year Yield-on-Cost % is 4.62 as of Jul. 09, 2026, which is 23% below its 10-year median of 5.99. GuruFocus rates CG with a GF Score™ of 63/100 and a GF Value™ of $56.18 (Modestly Undervalued). The stock has 6 warning signs investors should review. Among 1,112 Asset Management companies, The Carlyle Group ranks worse than 64.48% on this metric.
The Carlyle Group's yield on cost for the quarter that ended in Mar. 2026 was 4.62.
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: 2.48 Med: 5.99 Max: 19.32
Current: 4.62
During the past 13 years, The Carlyle Group's highest Yield on Cost was 19.32. The lowest was 2.48. And the median was 5.99.
CG's 5-Year Yield-on-Cost % is ranked worse than 64.48% of 1112
companies
in the Asset Management industry
Industry Median: 6.445
vs CG: 4.62
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
CG vs ARCC, CRBG, PS: 5-Year Yield-on-Cost % 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 % vs Asset Management Industry
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.
The Carlyle Group (CG) has a 5-Year Yield-on-Cost % of 4.62 as of Jul. 09, 2026. 5-Year Yield on Cost measures the expected yield based on a company's current yield and 5-year dividend growth. View historical data on The Carlyle Group and its competitors. This is 23% below median its historical median of 5.99. Over the past decade, The Carlyle Group's 5-Year Yield-on-Cost % has ranged from 2.48 to 19.32. According to the industry distribution chart, The Carlyle Group ranks #717 out of 1112 companies in the Asset Management industry, placing it in the top 64.5%.
Is The Carlyle Group's 5-Year Yield-on-Cost % too high?
The Carlyle Group's current 5-Year Yield-on-Cost % of 4.62 is 23% below median its 10-year median of 5.99. Over the past 10 years, this metric has ranged from a low of 2.48 to a high of 19.32. The Asset Management industry median 5-Year Yield-on-Cost % is 6.45. The Carlyle Group's value of 4.62 is 28.3% below this industry median. Based on the distribution chart, The Carlyle Group ranks #717 out of 1112 companies in the Asset Management industry, which is below the industry midpoint. 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 5-Year Yield-on-Cost % compare to ARCC and CRBG?
According to the Asset Management industry distribution chart, The Carlyle Group ranks #717 out of 1112 companies for 5-Year Yield-on-Cost %. This places The Carlyle Group in the lower half of its industry. The industry median 5-Year Yield-on-Cost % is 6.45. The Carlyle Group's value of 4.62 is 28.3% below this benchmark. Historically, The Carlyle Group's own 5-Year Yield-on-Cost % has ranged from 2.48 to 19.32 over the past decade. While the company's 10-year median is 5.99 vs. the industry median of 6.45, The Carlyle Group has consistently been below the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 5-Year Yield-on-Cost % for an Asset Management company?
The median 5-Year Yield-on-Cost % among Asset Management companies is 6.45, based on 1,112 companies in the industry. Companies in the top quartile (top 25%) have a 5-Year Yield-on-Cost % significantly above this median, while those in the bottom quartile fall well below. However, 5-Year Yield-on-Cost % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. The Carlyle Group's current 5-Year Yield-on-Cost % of 4.62 is 28.3% below the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high 5-Year Yield-on-Cost % mean?
A high 5-Year Yield-on-Cost % can signal that a stock is expensive relative to its fundamentals. 5-Year Yield on Cost measures the expected yield based on a company's current yield and 5-year dividend growth. View historical data on The Carlyle Group and its competitors. For the Asset Management industry, the median 5-Year Yield-on-Cost % is 6.45 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. The Carlyle Group's current 5-Year Yield-on-Cost % is 4.62, which is 23% below median its own 10-year median of 5.99. 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 $56.18, compared to a current price of $44.16 — trading 21.4% below its estimated fair value. The current 5-Year Yield-on-Cost % is 4.62, which is 23% below median its 10-year median of 5.99 and 28.3% below the Asset Management industry median of 6.45. 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 5-Year Yield-on-Cost % calculated?
5-Year Yield-on-Cost % is calculated from a company's financial statements. For The Carlyle Group (CG), the current 5-Year Yield-on-Cost % is 4.62 as of Jul. 09, 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 $44.16 is trading 21.4% below its estimated GF Value™ of $56.18.
GuruFocus considers The Carlyle Group to be Modestly Undervalued.
Key valuation signals for CG:
5-Year Yield-on-Cost %: 4.62 (23% below median its 10-year median of 5.99)
GF Value™: $56.18 vs. price of $44.16 (21.4% below fair value)
Industry Position: 28.3% below the Asset Management median (#717 of 1112)
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.
63GF Score
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