The Carlyle Group Inc.

AI-generated fair value estimate for this company.

Method: Two-stage dividend/distributable-earnings discount model: DE/share of $4.00 (2026E) growing to $5.00 (2027E, +25%), $6.00 (2028E, +20%, matching management's own public 2028 DE/share target of $6+), $6.60 (2029E, +10%), and $7.13 (2030E, +8%); discounted at an 11.5% cost of equity; 3.5% terminal growth rate applied in perpetuity after 2030

Reasoning: Distributable earnings (DE) per share is Carlyle's own preferred cash metric and the basis for its dividends and buybacks, so a DE-based discount model captures intrinsic value better than GAAP EPS; the near-term growth path is anchored to management's own public 2028 DE/share target, and 11.5% reflects CG's equity beta and the cyclicality of carried interest income