CG Stock Up 19% after 9-Day Win Streak
Carlyle (CG) stock hit day 9 of a continuous streak of days with gains, with cumulative gains over this period amounting to a 19% return. The company has gained about $3.8 Bil in value over the last 9 days, with its current market capitalization at about $20 Bil. The stock remains 17.5% above its value at the end of 2024. This compares with year-to-date returns of 6.8% for the S&P 500.
Comparing CG Stock Returns With The S&P 500
The following table summarizes the return for CG stock vs. the S&P 500 index over different periods, including the current streak:
| Return Period | CG | S&P 500 |
|---|---|---|
| 1D | 2.9% | 0.3% |
| 9D (Current Streak) | 19.1% | 3.1% |
| 1M (21D) | 26.4% | 4.7% |
| 3M (63D) | 59.6% | 24.1% |
| YTD 2025 | 17.5% | 6.8% |
| 2024 | 28.1% | 23.3% |
| 2023 | 42.6% | 24.2% |
| 2022 | -43.8% | -19.4% |
Gains and Losses Streaks: S&P 500 Constituents
There are currently 125 S&P constituents with 3 days or more of consecutive gains and 33 constituents with 3 days or more of consecutive losses.
| Consecutive Days | # of Gainers | # of Losers |
|---|---|---|
| 3D | 100 | 19 |
| 4D | 7 | 5 |
| 5D | 3 | 6 |
| 6D | 5 | 3 |
| 7D or more | 10 | 0 |
| Total >=3 D | 125 | 33 |
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Key Financials for Carlyle (CG)
Last 2 Fiscal Years:
| Metric | FY2023 | FY2024 |
|---|---|---|
| Revenues | $1.3 Bil | $3.4 Bil |
| EBT | $-600.9 Mil | $1.4 Bil |
| Net Income | $-608.4 Mil | $1.0 Bil |
Last 2 Fiscal Quarters:
| Metric | 2024 FQ4 | 2025 FQ1 |
|---|---|---|
| Revenues | $771.3 Mil | $666.5 Mil |
| EBT | $265.4 Mil | $171.0 Mil |
| Net Income | $210.9 Mil | $130.0 Mil |
While CG stock looks attractive given its winning streak, investing in a single stock without detailed, thorough analysis can be risky. The Trefis High Quality (HQ) Portfolio, with a collection of 30 stocks, has a track record of comfortably outperforming the S&P 500 over the last 4-year period. Why is that? As a group, HQ Portfolio stocks provided better returns with less risk versus the benchmark index; less of a roller-coaster ride, as evident in HQ Portfolio performance metrics.