Carlyle Group (The) · Financials
CG
$46.07
The Carlyle Group Inc. is an American multinational company with operations in private equity, alternative asset management and financial services.凯雷集团是一家在私募股权、另类资产管理和金融服务领域运营的美国跨国公司。
Financial金融股
Large cap大盘
$16B
Engine stance引擎立场2026-07-20
Lagging — relative weakness落后 — 相对弱势
Trend intact — hold; add on dips toward the 10-day average.趋势完好——持有；可在回调至 10 日均线附近时加仓。
Key Statistics关键统计
Price价格
$46.07
32.2% below 52-week high低于52周高点 32.2%
Market Cap市值
$16B
Normal volume正常成交量
P/E Ratio市盈率
20.4x
15.0x sector median
Beta贝塔
1.56
Moves about 1.6x the market波动幅度约为市场的 1.6 倍
RSI (14)RSI（14）
57
Neutral zone中性区域
Next Earnings下次财报
2026-08-04 (16d)
Volatility Rank波动率分位
64th pctile
hist. vol. percentile历史波动率分位数
Short Interest空头兴趣
4.8% of float
Performance价格表现
| Period周期 | CG | S&P 500 | vs Index对比指数 |
|---|---|---|---|
| 1 Week近1周 | +3.0% | -1.5% | Beat the index by 4.5 points跑赢指数 4.5 个百分点 |
| 1 Month近1月 | +0.8% | +0.6% | In line with the index与指数基本持平 |
| 3 Months近3月 | -11.9% | +4.7% | Lagged the index by 16.6 points落后指数 16.6 个百分点 |
| 6 Months近6月 | -28.8% | +7.8% | Lagged the index by 36.6 points落后指数 36.6 个百分点 |
| Year to date年初至今 | -23.3% | +9.1% | Lagged the index by 32.4 points落后指数 32.4 个百分点 |
| 1 Year近1年 | -21.3% | +19.4% | Lagged the index by 40.7 points落后指数 40.7 个百分点 |
| 3 Years近3年 | +45.3% | +69.4% | Lagged the index by 24.1 points落后指数 24.1 个百分点 |
Technicals技术面
RSI (14)RSI（14）
57
Neutral zone中性区域
vs 50-day相对50日均线
+2.0% vs 50-day avg
vs 200-day相对200日均线
-11.4% vs 200-day avg
Volatility rank波动率分位
64th percentile 分位
Engine reference levels — not advice引擎参考水平 — 非投资建议
Buy zone买入区间
$44.24
Don't chase above不追高于
$46.07
Stop止损
$40.52
Hold — don't add here持有 — 此处不宜加仓
Earnings财务业绩
16
days until next report天后公布财报
2026-08-04
Estimates being cut预期下调
Earnings call transcripts — coming soon财报电话会议记录 — 即将上线
Valuation估值
| Multiple指标 | CG | Sector median行业中位 | Cheaper than相对便宜 |
|---|---|---|---|
| P/E (trailing)市盈率（历史） | 20.36x | 14.99 | 22% |
| P/S市销率 | 3.44x | 2.87 | 44% |
| Earnings yield盈利收益率 | 4.91% | 6.58 | 26% |
| Shareholder yield股东收益率 | 7.24% | 3.91 | 80% |
Analyst price targets — coming soon分析师目标价 — 即将上线
Financials财务数据
Revenue营业收入
5yr CAGR5年复合增速: 10.2%
Earnings Per Share每股收益
5yr CAGR5年复合增速: 17.6%
Free Cash Flow自由现金流
Margins利润率
2.8%Return on Assets资产回报率
Capital Allocation资本配置
| Buybacks (TTM)回购（TTM） | $686.5M |
| Stock-based comp股权薪酬 | $374.7M |
| Share count change (1y)股数变化（1年） | +0.1% |
Piotroski皮奥特罗斯基 1/6
Watch关注
Snapshot Gauges综合指标
Valuation vs Sector估值相对行业
Roughly fair vs sector相对行业估值合理
Cheaper than 33% of its sector on blended multiples综合估值倍数低于行业内 33% 的公司
Beta市场敏感度
1.56×
0.21×3×
Moves about 1.6× the market波动幅度约为市场的 1.6 倍
Financial Health财务健康
1/6
Weak financial health财务健康状况偏弱
Dividend分红
—
Does not pay a dividend不派发股息
Why Is It Moving为何波动
Macro宏观
Short-duration name into a restrictive, rising-real-rate regime → rate tailwind.短久期标的进入偏紧、实际利率上行的环境→利率顺风。
Positioning持仓
Insider cluster activity内部人集中交易
Technical技术面
CG weekly MACD crossed upCG 周线MACD上穿
Ownership & Smart Money持仓与聪明钱
Insider activity内部人员活动: -$58.7M net (0 buyers, 1 sellers)-$58.7M 净值（0 买家，1 卖家）
Concentrated ownership集中持仓
| Fund基金 | Grade评级 | Activity动作 | % of portfolio组合占比 | As of截至 |
|---|---|---|---|---|
| Soros Fund Management | B | New position新建仓 | 0.2% | 2026-03-31 |
Signal History信号历史
RALLY ON
UPTREND
Jul 17, 2026
CG weekly MACD crossed upCG 周线MACD上穿
The weekly MACD histogram turned positive — the slower, less-whippy momentum read.周线MACD柱状图转正 — 更慢、更少来回的动量信号。
Jul 14, 2026
UNCONFIRMED TURN → BOTTOMING未确认转向 → 筑底中
BUY SETUP买入预备
Jul 6, 2026
CG daily MACD crossed upCG 日线MACD上穿
The daily MACD histogram turned positive — fast and noisy, context rather than a standalone trigger. $44.04.日线MACD柱状图转正 — 快速且嘈杂，仅作背景。$44.04。
Jul 1, 2026
DOWNTREND → NEARING A LOW下跌趋势 → 接近低点
GET READY准备
Jul 1, 2026
DOWNTREND → UNCONFIRMED TURN下跌趋势 → 未确认转向
HIGH-RISK · NIMBLE ONLY高风险 · 仅限灵活操作
Jul 1, 2026
CG StochRSI turned up from oversoldCG StochRSI自超卖区上行
StochRSI popped back above 20 — the earliest oscillator heads-up that downside momentum is easing. $42.33.StochRSI重回20上方 — 下行动量趋缓的最早预警。$42.33。
Jun 29, 2026
CG printed a daily-cycle lowCG 打出日线周期低点
A confirmed local low — in this cycle framework the highest-odds long-entry window. $40.52.一个已确认的局部低点 — 在本周期框架中做多胜率最高的入场窗口。$40.52。
Jun 29, 2026
CG made a new 52-week lowCG 创52周新低
Price reached a fresh 52-week low — a momentum / trend extreme the whole market watches. $40.52.价格创出52周新低 — 全市场关注的动量/趋势极值。$40.52。
Jun 24, 2026
NEARING A LOW → DOWNTREND接近低点 → 下跌趋势
AVOID回避
Jun 24, 2026
CG made a new 52-week lowCG 创52周新低
Price reached a fresh 52-week low — a momentum / trend extreme the whole market watches. $41.06.价格创出52周新低 — 全市场关注的动量/趋势极值。$41.06。
Jun 24, 2026
CG daily MACD crossed downCG 日线MACD下穿
The daily MACD histogram turned negative — fast and noisy, context rather than a standalone trigger. $41.06.日线MACD柱状图转负 — 快速且嘈杂，仅作背景。$41.06。
Jun 18, 2026
BOTTOMING → NEARING A LOW筑底中 → 接近低点
GET READY准备
Jun 18, 2026
CG broke down vs the marketCG 相对市场走弱
Relative strength vs SPY crossed below the 10th percentile of the last 90 days — weakness often leads price. $44.80.相对标普500的强弱下穿近90日的第10百分位 — 走弱常先于价格。$44.80。
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Factor Profile因子特征
Composite factor score综合因子得分: -0.74
Value价值
-0.6
Quality质量
-3.0
Investment资本投入
-1.0
Shareholder payout股东回报
+0.8
Low volatility低波动
+0.1
Low market beta低市场敏感度
-1.0
Earnings quality盈利质量
-3.0
Short interest空头兴趣
+0.3
Company Profile公司档案
The Carlyle Group Inc. is an American multinational company with operations in private equity, alternative asset management and financial services.凯雷集团是一家在私募股权、另类资产管理和金融服务领域运营的美国跨国公司。
Watch items — what could change the thesis关注项 — 可能改变论点的因素
- Capital intensity rising
Get the full picture获取完整视图
Nightly signals, options flow, and factor analysis across all S&P 500 names.每日更新的信号、期权资金流向和因子分析，覆盖所有标普500成分股。