Carlyle Group Inc vs Kingsoft Cloud Holdings Limited — how do they compare? Carlyle Group Inc trades at $48.27 (market cap $17.20B), while Kingsoft Cloud Holdings Limited trades at $11.69 (market cap $3.53B). The key difference: Carlyle Group Inc is far larger — about 4.9× Kingsoft Cloud Holdings Limited's market cap, and Carlyle Group Inc pays a 2.93% dividend while Kingsoft Cloud Holdings Limited pays none. Which is the better fit depends on your goals.
| CG | KC | |
|---|---|---|
Market Cap | $17.20B | $3.53B |
Sector | Financials | Technology |
52-Week High | $69.35 | $18.21 |
52-Week Low | $40.52 | $8.58 |
Dividend Yield | 2.93% | — |
Enterprise Value | — | $3.84B |
Signals from Pluang's Aura AI — not financial advice
CG trades at $47.79, down 2.23% today, with a bullish technical signal from moving averages and support at $47. Recent Q2 2026 earnings beat expectations (EPS $1.07 vs. $0.911), though revenue declined to $2.9B in 2026. The company maintains a strong net income margin of 18.85% and announced strategic partnerships, including a $600M deal with Prime Capital Financial (Business Wire, 2026-08-06).
Outlook is mixed: analyst consensus is bullish with a $59.14 price target (53.84% buy ratings), but risks include volatile cash flow from operations (-$4.2B in 2026) and high P/E of 49.78. Investors may see upside from fundraising strength, though margin compression and macroeconomic headwinds warrant caution.
Kingsoft Cloud (KC) trades at $12.33, up 1.48% with a bullish technical signal despite negative profitability. The company shows strong revenue growth momentum with Q1 2026 revenue increasing 37% year-over-year, though net margins remain negative at -9.39%. Recent analyst coverage is overwhelmingly positive with 70% buy ratings, driven by AI cloud growth where AI now represents over half of public cloud revenue.
The outlook remains cautiously optimistic as KC trades at attractive valuations (P/S 2.26x) with significant AI-driven growth potential, but investors face execution risks from heavy capital expenditures and persistent profitability challenges. The upcoming Q2 2026 earnings report on August 19 will be critical for validating the AI growth narrative.
Trailing returns across standard periods
The Carlyle Group is one of the world's largest alternative-asset managers, with $376.4 billion in total assets under management, including $259.6 billion in fee-earning AUM, at the end of June 2022. The company has three core business segments: private equity, which includes private equity, real estate, infrastructure and natural resources funds (accounting for 41% of fee-earning AUM and 65% of base management fees during 2021), global credit (45% and 24%) and investment solutions (14% and 11%). The firm primarily serves institutional investors and high-net-worth individuals. Carlyle operates through 29 offices across five continents, serving close to 2,700 active carry fund investors from 95 countries.
Read more on CG →Kingsoft Cloud is a leading independent cloud service provider in China. It offers a comprehensive suite of cloud products and solutions tailored for industries like gaming, video streaming, and financial services.
Read more on KC →