Discontinued — last reported Q4 '23
Realized principal investment income — Investment income
The Carlyle Group Realized principal investment income — Investment income remained flat by 0.0% to $33.35M in Q4 2023 compared to the prior quarter. Year-over-year, this metric declined by 76.6%, from $142.63M to $33.35M. Over 2 years (FY 2021 to FY 2023), Realized principal investment income — Investment income shows a downward trend with a -54.2% CAGR. This decline may warrant attention — for this metric, higher values are generally preferred.
Analysis
How to read this metric
An increase indicates successful exits and profitable divestments of proprietary assets, while a decrease suggests a slowdown in exit activity or lower valuations at the time of sale.
Detailed definition
This metric represents the gains or losses recognized from the sale or disposal of principal investments held directly o...
Peer comparison
Comparable to 'Realized Investment Gains' or 'Principal Investment Income' reported by other large-scale alternative asset managers and private equity firms that maintain significant balance sheet co-investments.
cg_segment_realized_principal_investment_income_investment_incomeHistorical Data
| FY'21 | FY'22 | FY'23 | |
|---|---|---|---|
| Value | $637.30M | $570.50M | $133.40M |
| YoY Change | — | -10.5% | -76.6% |
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Frequently Asked Questions
- What is The Carlyle Group's realized principal investment income — investment income?
- The Carlyle Group (CG) reported realized principal investment income — investment income of $33.35M in Q4 2023.
- How has The Carlyle Group's realized principal investment income — investment income changed year-over-year?
- The Carlyle Group's realized principal investment income — investment income decreased by 76.6% year-over-year, from $142.63M to $33.35M.
- What is the long-term trend for The Carlyle Group's realized principal investment income — investment income?
- Over 2 years (2021 to 2023), The Carlyle Group's realized principal investment income — investment income has grown at a -54.2% compound annual growth rate (CAGR), from $637.30M to $133.40M.
- What does realized principal investment income — investment income mean?
- The profit or loss realized from selling investments held directly by the firm.