Company / Return on Equity (ROE)
Carlyle Group Inc. Return on Equity (ROE) History
FY2019-FY2025 · Annual data · Source: SEC filings
At a glance
Latest annual filing availableLatest Return on Equity (ROE)
11.5%
FY2025
5-year range
-10.5% / 52.1%
FY2021-FY2025
Trend
-28.7%
vs FY2024
Sector context
Sector data unavailable
Latest sector comparison
What the data says
Return on Equity (ROE) has fluctuated over the past 7 years, ranging from -10.5% in FY2023 to 52.1% in FY2021.
Based on SEC 10-K filings.
11.5% in FY2025 with a 5-year CAGR of -0.4%.
Improved from -10.5% to 11.5% over the past 2 years.
Return on Equity (ROE) over time
Growth rates
- 3-Year Change
- -0.3pp
- 5-Year Change
- -0.4pp
- 10-Year Change
- -
Key checks
Key Insights
- In FY2025, return on equity (roe) decreased 28.7% year-over-year.
- Peak return on equity (roe) was recorded in FY2021.
- Lowest return on equity (roe) in the period was in FY2023.
Company context
Key Data Points
- Low Piotroski F-Score: 2/9 (multiple financial health concerns)
- Altman Z-Score 0.35 (distress zone, below 1.8 threshold)
- Low earnings quality (accrual-heavy earnings)
Data sourced from SEC EDGAR filings. Not investment advice.
Annual data
| Year | Return on Equity (ROE)Value | YoY GrowthYoY |
|---|---|---|
| FY2025 | 11.5% | -28.7% |
| FY2024 | 16.1% | +252.9% |
| FY2023 | -10.5% | -189.7% |
| FY2022 | 11.7% | -77.5% |
| FY2021 | 52.1% | +338.8% |
| FY2020 | 11.9% | -7.4% |
| FY2019 | 12.8% | - |
| FY2018 | - | - |
| FY2017 | - | - |
| FY2016 | - | - |
As of FY2025 · SEC 10-K · Updated Jun 24, 2026