Company / Shareholders' Equity
Carlyle Group Shareholders' Equity History
FY2019-FY2025 · Annual data · Source: SEC filings
At a glance
Latest annual filing availableLatest Shareholders' Equity
$7.1B
FY2025
5-year range
$5.7B / $7.1B
FY2021-FY2025
Trend
+11.2%
vs FY2024
Sector context
#95 of 395
Financials
What the data says
Carlyle Group's shareholders' equity of $7.1B is higher than 76% of companies in the Financials sector (FY2025). Shareholders' Equity has fluctuated over the past 7 years, ranging from $2.9B in FY2020 to $7.1B in FY2025.
Based on SEC 10-K filings.
$7.1B in FY2025 with a 5-year CAGR of +19.2%. Top quartile in the Financials sector.
Improved from $5.8B to $7.1B over the past 2 years.
Financials sector context is included.
Shareholders' Equity over time
Growth rates
- 3-Year CAGR
- +1.1%
- 5-Year CAGR
- +19.2%
- 10-Year CAGR
- -
Sector benchmark
-38.4% below sector average
Key checks
Key Insights
- 5-year CAGR of +19.2%, indicating consistent growth.
- In FY2025, shareholders' equity increased 11.2% year-over-year.
- Ranks #95 out of 395 companies in the Financials sector.
- Lowest shareholders' equity in the period was in FY2020.
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 | Shareholders' EquityValue | YoY GrowthYoY |
|---|---|---|
| FY2025 | $7.1B | +11.2% |
| FY2024 | $6.3B | +9.7% |
| FY2023 | $5.8B | -15.2% |
| FY2022 | $6.8B | +19.5% |
| FY2021 | $5.7B | +94.7% |
| FY2020 | $2.9B | -1.3% |
| FY2019 | $3.0B | - |
| FY2018 | - | - |
| FY2017 | - | - |
| FY2016 | - | - |
As of FY2025 · SEC 10-K · Updated Feb 28, 2026