CGStockCarlyle Group Inc.
Verdicts genuinely change. Free email alert the moment CG's does — no target price to set, unlike a price alert.
Whether this company clears the published standards, and the filings behind that answer. The screen runs first and nothing on the trading side can override it.
Structure, momentum, positioning and levels. Separate from the Sharia verdict above, which this side never overrides.
Trade setup
Whether the technical picture shows an edge right now. Separate from the Sharia verdict, which this side never overrides.
Why this signal?
The factors behind the read, each shown with the figure it rests on, including the ones pointing the other way.
Carlyle Group Inc. (CG) is currently considered not halal (non-compliant), per our in-house ratio engine (last assessed 2026-08-28). See the full ratio breakdown and business-activity screen below for the reasoning.
⚠️ Financial ratios are only half the screen. A company whose core business is in an excluded sector — weapons/defense, alcohol, gambling, conventional (interest-based) finance, tobacco, pork, or adult entertainment — is non-compliant even if every debt and income ratio passes. So passing ratios below don't override this verdict; check the business-activity screen for the reason.
33 other Financials stocks pass this same screen. See compliant Financials stocks →
🕌 In-house Compliance Research
Computed from published company financials, balance sheet as of 2026-09-30. These ratios come from the issuer's own published statements rather than structured SEC data.
Business activity: cleared (no excluded categories detected)
AAOIFI Fail 1 of 3 ratios pass
| Ratio | Value | Threshold | Result |
|---|---|---|---|
| Interest-bearing debt | 74.07% | 30.00% | Fail |
| Interest-bearing investments | 11.26% | 30.00% | Pass |
| Non-permissible income | 12.08% | 5.00% | Fail |
Usmani Fail 2 of 4 ratios pass
| Ratio | Value | Threshold | Result |
|---|---|---|---|
| Interest-bearing debt | 37.00% | 33.00% | Fail |
| Interest-bearing investments | 5.62% | 33.00% | Pass |
| Non-liquid assets | 94.38% | at least 20.00% | Pass |
| Non-permissible income | 12.08% | 5.00% | Fail |
MSCI Fail 2 of 4 ratios pass
| Ratio | Value | Threshold | Result |
|---|---|---|---|
| Interest-bearing debt | 37.00% | 33.33% | Fail |
| Cash + interest-bearing securities | 5.62% | 33.33% | Pass |
| Accounts receivable | 5.62% | 33.33% | Pass |
| Non-permissible income | 12.08% | 5.00% | Fail |
FTSE Fail 2 of 4 ratios pass
| Ratio | Value | Threshold | Result |
|---|---|---|---|
| Interest-bearing debt | 37.00% | 33.33% | Fail |
| Cash + interest-bearing securities | 5.62% | 33.33% | Pass |
| Accounts receivable | 5.62% | 50.00% | Pass |
| Non-permissible income | 12.08% | 5.00% | Fail |
Dow Jones Islamic Market Fail 2 of 4 ratios pass
Scored against a trailing-average market cap (24-month), share-weighted by the issuer's own reported share counts — not today's market cap.
| Ratio | Value | Threshold | Result |
|---|---|---|---|
| Interest-bearing debt | 59.58% | 33.00% | Fail |
| Cash + interest-bearing securities | 9.05% | 33.00% | Pass |
| Accounts receivable | 0.00% | 33.00% | Pass |
| Non-permissible income | 12.08% | 5.00% | Fail |
S&P Shariah Fail 2 of 4 ratios pass
Scored against a trailing-average market cap (36-month), share-weighted by the issuer's own reported share counts — not today's market cap.
| Ratio | Value | Threshold | Result |
|---|---|---|---|
| Interest-bearing debt | 63.50% | 33.00% | Fail |
| Cash + interest-bearing securities | 9.65% | 49.00% | Pass |
| Accounts receivable | 0.00% | 49.00% | Pass |
| Non-permissible income | 12.08% | 5.00% | Fail |
MSCI M-Series Fail 2 of 4 ratios pass
Scored against a trailing-average market cap (36-month), share-weighted by the issuer's own reported share counts — not today's market cap.
| Ratio | Value | Threshold | Result |
|---|---|---|---|
| Interest-bearing debt | 63.50% | 33.33% | Fail |
| Cash + interest-bearing securities | 9.65% | 33.33% | Pass |
| Accounts receivable | 9.65% | 49.00% | Pass |
| Non-permissible income | 12.08% | 5.00% | Fail |
Research only, not investment advice. Thresholds are each standard-setter's published limits; a ratio marked “at least” is a floor, not a ceiling.
How close is it to flipping?
Every current reading against its own line, closest first. A verdict is only as durable as that distance.
The numbers the ratios are built from
Read from CG's own filings. Every percentage on this page is one of these lines divided by another, so the inputs are shown rather than asserted.
| Line | Figure | As reported | Read from |
|---|---|---|---|
| RevenueTotal revenue for the period | $4.8B | 2025-12-31 | Revenues |
| Interest-bearing debtShort and long-term borrowings | $10.4B | 2026-09-30 | no debt tag reported in 3+ years (treated as $0), LoanPayableToAffiliateOfConsolidatedFunds (label: 'Loan Payable To Affiliate Of Consolidated Funds') |
| Cash and interest-bearing securitiesCash, equivalents and marketable securities | $1.6B | 2026-09-30 | CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalents |
| Total assetsBalance sheet total | $28.2B | 2026-09-30 | Assets |
| Market capDenominator for AAOIFI | $14.1B | live quote | price x shares |
| 36-month average market capDenominator for S&P Shariah and MSCI M-Series | $16.6B | 756 trading days | closes x shares |
| 24-month average market capDenominator for Dow Jones Islamic Market | $17.8B | 504 trading days | closes x shares |
| Non-permissible revenueInterest and excluded income | $577.2M | 2025-12-31 | InvestmentIncomeInterest |
Two dates, not one: a balance-sheet line and an income-statement line cover different windows by design, so each figure carries its own.
What changed, and when
Verdict history for CG. A verdict that never moved is recorded too, so a quiet history reads as measured rather than missing.
- 2026-09-07 No change recorded No verdict change for CG has been recorded since tracking began. The scan ledger records that the compliance detectors ran, not which symbols each pass covered.
ℹ️ no compliance scan has run for 5 days - this is not a reading of today
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Classic floor-trader pivots from the last completed daily bar. Highlighted pills are the levels bracketing the current price.
Price Forecast
The range is measured volatility (ATR over the horizon), not a target — a wider band means a more volatile asset, not a stronger view. The direction is the indicator tally below. Every forecast is recorded when made and scored against the real price when it comes due, including the wrong ones. Not a recommendation, and not a fatwa.
Technical Summary
Standard indicator thresholds (RSI 30/70, Stochastic 20/80, CCI ±100, Williams %R −80/−20, MACD histogram sign, price vs. average) computed on daily bars. A summary of what common indicators say — not a recommendation, and not this site's own trading verdict.
Every indicator, and what it reads
| Indicator | Value | Signal |
|---|---|---|
| RSI (14) | 48.80 | NEUTRAL |
| Stochastic %K (14) | 32.54 | NEUTRAL |
| CCI (20) | -9.10 | NEUTRAL |
| Williams %R (14) | -67.46 | NEUTRAL |
| MACD (12,26,9) | 0.09 | BUY |
| ROC (10) | -1.02 | SELL |
| Momentum (10) | -0.41 | SELL |
| EMA (10) | 40.38 | SELL |
| SMA (10) | 40.86 | SELL |
| EMA (20) | 40.07 | SELL |
| SMA (20) | 39.73 | BUY |
| EMA (30) | 40.11 | SELL |
| SMA (30) | 39.06 | BUY |
| EMA (50) | 40.75 | SELL |
| SMA (50) | 39.95 | SELL |
| EMA (100) | 42.67 | SELL |
| SMA (100) | 43.07 | SELL |
| EMA (200) | 46.15 | SELL |
| SMA (200) | 45.75 | SELL |
About Carlyle Group Inc.
Financial Services · Asset Management
The Carlyle Group Inc. is an investment firm specializing in direct and fund of fund investments. Within direct investments, it specializes in management-led/ Leveraged buyouts, privatizations, divestitures, strategic minority equity investments, structured credit, global distressed and corporate opportunities, small and middle market, equity private placements, consolidations and buildups, senior debt, mezzanine and leveraged finance, and venture and growth capital financings, seed/startup, early venture, emerging growth, turnaround, mid venture, late venture, PIPES, recapitalization. The firm invests across four segments which include Corporate Private Equity, Real Assets, Global Market Strategies, and Solutions. The firm typically invests in industrial, agribusiness, ecological sector, fintech, airports, parking, Plastics, Rubber, diversified natural resources, minerals, farming, aerospace, defense, automotive, consumer, retail, industrial, infrastructure, energy, power, healthcare, software, software enabled services, semiconductors, communications infrastructure, financial technology, utilities, gaming, systems and related supply chain, electronic systems, systems, oil and gas, processing facilities, power generation assets, technology, systems, real estate, financial services, transportation, business services, telecommunications, media, and logistics sectors. Within the industrial sector, the firm invests in manufacturing, building products, packaging, chemicals, metals and mining, forestry and paper products, and industrial consumables and services. In consumer and retail sectors, it invests in food and beverage, retail, restaurants, consumer products, domestic consumption, consumer services, personal care products, direct marketing, and education. Within aerospace, defense, business services, and government services sectors, it seeks to invest in defense electronics, manufacturing and services, government contracting and services, information technology, distribution companies, supply chains, aftermarket services, cybersecurity and digital resilience, digital transformation. Within healthcare, biotech and medtech innovation, life sciences, healthcare IT, pharmacy, pharma commercialization. In telecommunication and media sectors, it invests in cable TV, directories, publishing, entertainment and content delivery services, wireless infrastructure/services, fixed line networks, satellite services, broadband and Internet, and infrastructure. Within real estate, the firm invests in office, hotel, industrial, retail, for sale residential, student housing, hospitality, multifamily residential, homebuilding and building products, and senior living sectors. The firm seeks to make investments in growing business including those with overleveraged balance sheets. The firm seeks to hold its investments for four to six years. In the healthcare sector, it invests in healthcare services, outsourcing services, companies running clinical trials for pharmaceutical companies, managed care, pharmaceuticals, pharmaceutical related services, healthcare IT, medical, products, and devices. It seeks to invest in companies based in Sub-Saharan focusing on Ghana, Kenya, Mozambique, Botswana, Nigeria, Uganda, West Africa, North Africa and South Africa focusing on Tanzania and Zambia; Asia focusing on Pakistan, India, Hong Kong, South East Asia, Indonesia, Philippines, Malaysia, Singapore, Vietnam, Taiwan, Korea, and Japan; Australia; New Zealand; Europe focusing on France, Italy, Denmark, United Kingdom, Germany, Austria, Belgium, Finland, Iceland, Ireland, Netherlands, Norway, Portugal, Spain, Benelux , Sweden, Switzerland, Hungary, Poland, and Russia; Middle East focusing on Bahrain, Jordan, Kuwait, Lebanon, Oman, Qatar, Saudi Arabia, Turkey, and UAE; North America focusing on United States which further invest in Southeastern United States, Texas, Boston, San Francisco Bay Area and Pacific Northwest; Asia Pacific; Soviet Union, Central-Eastern Europe, and Israel; Nordic region; and South America focusing on Mexico, Argentina, Brazil, Chile, and Peru. The firm seeks to invest in food, financial, and healthcare industries in Western China. In the real estate sector, the firm seeks to invest in various locations across Europe focusing on France and Central Europe, United States, Asia focusing on China, and Latin America. It typically invests between $2.24 million and $50 million for venture investments and between $50 million and $2 billion for buyouts in companies with enterprise value of between $31.57 million and $1000 million and sales value of $50 million and $300 million. It seeks to invest in companies with market capitalization greater than $50 million and EBITDA between $5 million to $25 million. It prefers to take a majority or a minority stake. While investing in Japan, it does not invest in companies with more than 1,000 employees and prefers companies' worth between $100 million and $150 million. The firm originates, structures, and acts as lead equity investor in the transactions. The Carlyle Group Inc. was founded in 1987 and is based in Washington, District of Columbia with additional offices across North America, South America, Asia, Australia and Europe.
Background via Yahoo Finance — informational, not part of the verdict.
Average — needs more confirmation before sizing up
SMC — Top Down
Market structure by timeframe, read from real bars. A bias per timeframe rather than a forecast — timeframes disagreeing is information, not noise.
| Timeframe | Bias | Bars |
|---|---|---|
| 📅 Daily | BULLISH | 44 |
| ⏰ 4H | BEARISH | 39 |
| 🕐 1H | RANGING | 98 |
| ⏱ 15-Min | BULLISH | 130 |
| ⏲ 5-Min | BULLISH | 234 |
Momentum & Volume
Rate of change and relative volume against this symbol's own recent history. Momentum describes what price has done; it is not a claim about what it will do.
Peer Movement
How the rest of the sector moved over the same window. Context for a price move, never a cause of one.
Peer movement computing — it will appear here on its own.
Before you act on this
The questions worth asking about any verdict on this page, answered plainly.
Is this a fatwa?
No. HTR applies published screening standards to a company's own filings and shows the result under each one. It is research, not a religious ruling. For a ruling that applies to you, ask a qualified scholar.
Why can the standards disagree?
Because they measure different things. Some divide interest-bearing debt by market cap, others by total assets, and the thresholds differ too. The same filing can clear one line and cross another. HTR shows every verdict rather than averaging them into one label.
How often is this re-screened?
Ratios are recomputed when a new filing lands, and the whole watchlist is re-screened on a rolling basis. The date on the verdict above is the last time this symbol was actually recomputed, not the last time the page was built.
Do I need to purify dividends?
If a company earns some non-permissible income, many scholars hold that the same share of any dividend should be given away. The non-permissible income figure above is the number that calculation starts from — the purification calculator finishes it, showing the filing figures behind the ratio and both the proportional and the AAOIFI per-share convention.
Open research, not a fatwa. HTR applies published screening standards to filings and publishes what they say, including when they disagree. Nothing here is financial advice or a recommendation to buy or sell. Verdicts can change when new filings land.
Compare with
Same screen, different answers. Comparison is where the standards disagreeing becomes useful rather than confusing.
Peer screening computing — it will appear here on its own.
Insider Activity (90d)
Insider transactions reported in the last ninety days. Insiders sell for reasons that have nothing to do with a view, so a sale on its own is not a signal.
NO DATA 0 buys · 0 sells
COT Positioning — E-MINI S&P 500 - CHICAGO MERCANTILE EXCHANGE
The weekly CFTC Commitments of Traders report for the broad market it tracks, not for this symbol. Positioning context for the tape — it says nothing about this company.
NEUTRAL report date 2026-11-03 · Asset managers net 928584 (+5135)
AI Summary
Plain-language summary of the evidence already on this page — the Sharia screen, structure, momentum, and order flow above. It explains the read; it doesn't make the call. Generated on demand (a live AI call), never run automatically.