Company / Return on Assets (ROA)
Carlyle Group Return on Assets (ROA) History
FY2016-FY2025 · Annual data · Source: SEC filings
At a glance
Latest annual filing availableLatest Return on Assets (ROA)
2.8%
FY2025
5-year range
-2.9% / 14.0%
FY2021-FY2025
Trend
-37.1%
vs FY2024
Sector context
#126 of 398
Financials
What the data says
At 2.8%, Carlyle Group's return on assets (roa) ranks #126 of 398 in the Financials sector. Return on Assets (ROA) has fluctuated over the past 10 years, ranging from -2.9% in FY2023 to 14.0% in FY2021.
Based on SEC 10-K filings.
2.8% in FY2025 with a 5-year CAGR of +0.5%.
Improved from -2.9% to 2.8% over the past 2 years.
Financials sector context is included.
Return on Assets (ROA) over time
Growth rates
- 3-Year Change
- -2.9pp
- 5-Year Change
- +0.5pp
- 10-Year Change
- -
Sector benchmark
#126 of 398 in FinancialsTop 32% of 398This company 2.8% Sector average 2.7%
▼
+1.5% above sector average
Key checks
Key Insights
- In FY2025, return on assets (roa) decreased 37.1% year-over-year.
- Currently 0.0pp above the Financials sector average.
- Peak return on assets (roa) was recorded in FY2021.
- Lowest return on assets (roa) 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 Assets (ROA)Value | YoY GrowthYoY |
|---|---|---|
| FY2025 | 2.8% | -37.1% |
| FY2024 | 4.4% | +254.0% |
| FY2023 | -2.9% | -150.2% |
| FY2022 | 5.7% | -59.1% |
| FY2021 | 14.0% | +527.8% |
| FY2020 | 2.2% | -19.2% |
| FY2019 | 2.8% | +206.7% |
| FY2018 | 0.9% | -54.8% |
| FY2017 | 2.0% | +3216.7% |
| FY2016 | 0.1% | +200.0% |
As of FY2025 · SEC 10-K · Updated Feb 28, 2026