CG

The Carlyle Group Inc. Financial Services - Asset Management Investor Relations →

NO
47.3% ABOVE
↓ Approaching Was 47.8% last week
-15% -10% -5% 0% 5% 10% 15%+
Buy Threshold $39.86
14-Week RSI 62

The Carlyle Group Inc. (CG) closed at $58.71 as of 2026-02-02, trading 47.3% above its 200-week moving average of $39.86. The stock is currently moving closer to the line, down from 47.8% last week. The 14-week RSI sits at 62, indicating neutral momentum.

Over the past 670 weeks of data, CG has crossed below its 200-week moving average 11 times. On average, these episodes lasted 16 weeks. Historically, investors who bought CG at the start of these episodes saw an average one-year return of +24.9%.

With a market cap of $21.2 billion, CG is a large-cap stock. Return on equity stands at 12.5%. The stock trades at 3.8x book value.

Over the past 12.9 years, a hypothetical investment of $100 in CG would have grown to $361, compared to $539 for the S&P 500. CG has returned 10.4% annualized vs 13.9% for the index, underperforming the broader market over this period.

Free cash flow has been declining at a -100% compound annual rate. A deteriorating cash flow trend warrants extra scrutiny — the stock may be cheap for a reason.

Growth of $100: CG vs S&P 500

Monthly data normalized to $100 at start. Vertical dashed lines mark 200-week MA touches.

What Happens After CG Crosses Below the Line?

Across 11 historical episodes, buying CG when it crossed below its 200-week moving average produced an average return of +24.9% after 12 months (median +34.0%), compared to +19.2% for the S&P 500 over the same periods. 70% of those episodes were profitable after one year. After 24 months, the average return was +28.2% vs +33.6% for the index.

Each line shows $100 invested at the moment CG crossed below its 200-week MA. Bold blue = stock average. Gray dashed = S&P 500 average over same periods.

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Historical Touches

CG has crossed below its 200-week MA 11 times with an average 1-year return of +24.9% after recovery.

Crossed BelowRecoveredWeeksMax Depth1-Year ReturnReturn Since Touch
Jun 2013Jul 201334.0%+45.6%+364.3%
Aug 2013Aug 201312.0%+34.4%+353.3%
Sep 2013Sep 201333.9%+37.4%+362.3%
Oct 2014Nov 201410.4%-24.5%+295.5%
Dec 2014Mar 20151210.3%-32.1%+312.3%
Aug 2015Jul 201710145.7%-25.4%+307.1%
Dec 2018Jan 201957.8%+94.1%+365.9%
Sep 2022Jan 20231719.5%+13.6%+112.9%
Mar 2023Jul 20231819.1%+63.3%+112.9%
Jul 2023Nov 20231716.7%+42.7%+97.5%
Mar 2025Apr 202535.6%N/A+66.8%
Average16+24.9%

Not financial advice. This is an educational tool. Past performance does not guarantee future results. Do your own research before making investment decisions.

Data as of Friday close, 2026-02-02