The Carlyle Group Inc.
Financial ServicesNASDAQ:CG · NASDAQ Global Select
+$1.18 today
Vol 1.49M · Avg 3.36M
Management
Put operating results in leadership context
Review returns on capital, executive background, insider transactions, and growth quality to judge whether management is compounding value well.
Return Metrics
ROE, ROIC & ROA over time
ROE
14.0%
avg 18.7%
ROIC
3.6%
avg 4.6%
ROA
2.8%
avg 2.9%
Analysis
ROE is currently the strongest return metric at 14.0% versus its period average of 18.7%. 0 of 3 return metrics are above their quality threshold, which helps indicate how efficiently the company turns capital and assets into profit.
Management
Key executives, compensation & ownership
| Name | Title | Compensation | Tenure | Age | Shares Owned | Ownership % |
|---|---|---|---|---|---|---|
Harvey Schwartz | Chief Executive Officer & Director | $7.15M | — | 61 | $5.25M | 1.46% |
Lindsay Lobue | Chief Operating Officer | $2.21M | — | 51 | $716,205.00 | 0.20% |
Jeffrey W. Ferguson | MD, General Counsel, Head of Legal & Compliance functions | $1.59M | — | 60 | $1.65M | 0.46% |
William E. Conway | Co-Founder & Co-Chairman of the Board | $281,875.00 | — | 76 | $78,093.00 | 0.02% |
Daniel A. D'Aniello | Co-Founder & Chairman Emeritus | $281,875.00 | — | 79 | $61,312.00 | 0.02% |
David Mark Rubenstein | Co-Founder & Co-Chairman of the Board | $281,875.00 | — | 77 | $1.53M | 0.43% |
Pooja Goyal | Partner, Chief Inv. Officer, Co-Head of Infrastructure Group, Head of Renewable & Sustainable Energy | — | — | — | — | — |
Justin Plouffe | Chief Financial Officer | — | — | 50 | $911,225.00 | 0.25% |
Justin V. Plouffe | Chief Financial Officer | — | — | 50 | $911,225.00 | 0.25% |
James H. Hance Jr. | Operating Executive & Director | — | — | 82 | $147,728.00 | 0.04% |
Jeffrey Paul Nedelman | Co-President & Global Head of Client Business | — | — | 59 | $1.65M | 0.46% |
George Iain-Prentice Main | Chief Executive Officer of Solutions | — | — | 61 | — | — |
Mark David Jenkins | Co-President & Head of Global Credit & Insurance. | — | — | 59 | $1.53M | 0.43% |
Insider Trading
SEC Form 4 transactions — last 12 months
Buys
0
$0.00
Sells
6
$77.77M
Net Sentiment
$77.77M
Net selling
Most Active
Ferguson Jeffrey W.
4 transactions
Analysis
Insiders reported 0 buys worth $0.00 and 6 sells worth $77.77M over the last 12 months. That adds up to net selling of $77.77M. Ferguson Jeffrey W. was the most active insider with 4 transactions.
Growth Analysis
Historical CAGR & forward analyst estimates
| Metric | 10yr | 5yr | 3yr | Fwd Est. |
|---|---|---|---|---|
| EPS | N/A | N/A | N/A | N/A1 analysts |
| Revenue | N/A | N/A | -8.7% | +4.1% (14yr)1 analysts |
| Net Income | N/A | N/A | N/A | N/A1 analysts |
| EBIT | N/A | N/A | -45.2% | +10.7% (14yr)1 analysts |
Analysis
Recent growth has been strongest in Revenue at -8.7% over three years. Forward estimates point to EBIT at +10.7% (14yr), giving you a quick check on whether expectations are accelerating or cooling.
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Who manages CG?
The Carlyle Group Inc. (CG) lists 13 active executives. The top listed executive is Jeffrey W. Ferguson, MD, General Counsel, Head of Legal & Compliance functions.
Are CG insiders buying or selling?
Recent insider activity shows net selling of $261.52M.
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