Carlyle Group Stock Buy Hold or Sell Recommendation
| CG Stock | USD 48.89 0.54 1.09% |
Allowing for the 90-day total investment horizon and your above-average risk tolerance, our recommendation regarding Carlyle Group is 'Hold'. Macroaxis provides Carlyle buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding Carlyle positions.
Check out Carlyle Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. Note, we conduct extensive research on individual companies such as Carlyle and provide practical buy, sell, or hold advice based on investors' constraints. Carlyle Group. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in price.
Carlyle |
Execute Carlyle Buy or Sell Advice
The Carlyle recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Carlyle Group. Macroaxis does not own or have any residual interests in Carlyle Group or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Carlyle's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Hold
Market Performance | Very Weak | Details | |
Volatility | Very steady | Details | |
Hype Condition | Stale | Details | |
Current Valuation | Fairly Valued | Details | |
Odds Of Distress | Below Average | Details | |
Economic Sensitivity | Follows the market closely | Details | |
Investor Sentiment | Alarmed | Details | |
Analyst Consensus | Buy | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unavailable | Details |
Carlyle Trading Alerts and Improvement Suggestions
| Carlyle Group generated a negative expected return over the last 90 days | |
| The company generated the yearly revenue of 2.64 B. Annual Net Loss to common stockholders was (608.4 M) with gross profit of 3.38 B. | |
| About 62.0% of the company shares are held by institutions such as insurance companies | |
| Latest headline from finance.yahoo.com: PAX vs. CG Which Stock Is the Better Value Option |
Carlyle Returns Distribution Density
The distribution of Carlyle's historical returns is an attempt to chart the uncertainty of Carlyle's future price movements. The chart of the probability distribution of Carlyle daily returns describes the distribution of returns around its average expected value. We use Carlyle Group price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Carlyle returns is essential to provide solid investment advice for Carlyle.
| Mean Return | -0.03 | Value At Risk | -3.68 | Potential Upside | 3.03 | Standard Deviation | 1.98 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Carlyle historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.
Carlyle Stock Institutional Investors
| Shares | Geode Capital Management, Llc | 2024-12-31 | 3.9 M | Jpmorgan Chase & Co | 2024-09-30 | 3.8 M | Legal & General Group Plc | 2024-12-31 | 3.4 M | Ubs Group Ag | 2024-12-31 | 3.2 M | Harris Associates L.p. | 2024-12-31 | 3.2 M | Beutel, Goodman & Company Ltd. | 2024-12-31 | 2.8 M | Fmr Inc | 2024-12-31 | 2.6 M | Frontier Capital Management Co Inc | 2024-12-31 | 2.5 M | Amundi | 2024-12-31 | 2.4 M | Blackrock Inc | 2024-12-31 | 24 M | Vanguard Group Inc | 2024-12-31 | 23.2 M |
Carlyle Cash Flow Accounts
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 (projected) | ||
| Change In Cash | 161.6M | 1.5B | (1.1B) | 80.6M | 92.7M | 58.9M | |
| Free Cash Flow | (230.4M) | 1.7B | (1.0B) | 138.3M | 124.5M | 118.2M | |
| Depreciation | 52.1M | 52M | 147.4M | 180.6M | 207.7M | 134.3M | |
| Other Non Cash Items | (1.4B) | (2.9B) | (1.2B) | 813.6M | 732.2M | 768.9M | |
| Capital Expenditures | 61.2M | 41.4M | 659M | 66.6M | 76.6M | 94.4M | |
| Net Income | 382.8M | 3.0B | 1.3B | (608.4M) | (547.6M) | (520.2M) | |
| End Period Cash Flow | 989.6M | 2.5B | 1.4B | 1.4B | 1.7B | 1.1B | |
| Dividends Paid | 351.3M | 355.8M | 443.6M | 497.7M | 447.9M | 315.0M | |
| Net Borrowings | 652M | (19.1M) | 103.4M | 56.5M | 65.0M | 61.7M | |
| Change To Netincome | (6.3M) | (34.7M) | 375.9M | (565.1M) | (508.6M) | (483.2M) | |
| Investments | (61.2M) | (32.2M) | (828.8M) | (50.1M) | (45.1M) | (47.3M) |
Carlyle Greeks
Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Carlyle or Capital Markets sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Carlyle's price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Carlyle stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α | Alpha over Dow Jones | -0.05 | |
β | Beta against Dow Jones | 1.08 | |
σ | Overall volatility | 2.02 | |
Ir | Information ratio | -0.02 |
Carlyle Volatility Alert
Carlyle Group exhibits very low volatility with skewness of -0.28 and kurtosis of 0.25. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Carlyle's stock risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Carlyle's stock price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.Carlyle Fundamentals Vs Peers
Comparing Carlyle's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Carlyle's direct or indirect competition across all of the common fundamentals between Carlyle and the related equities. This way, we can detect undervalued stocks with similar characteristics as Carlyle or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of Carlyle's fundamental indicators could also be used in its relative valuation, which is a method of valuing Carlyle by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Carlyle to competition |
| Fundamentals | Carlyle | Peer Average |
| Return On Equity | 0.18 | -0.31 |
| Return On Asset | 0.0493 | -0.14 |
| Profit Margin | 0.22 % | (1.27) % |
| Operating Margin | 0.26 % | (5.51) % |
| Current Valuation | 25.06 B | 16.62 B |
| Shares Outstanding | 357.68 M | 571.82 M |
| Shares Owned By Insiders | 27.85 % | 10.09 % |
| Shares Owned By Institutions | 61.56 % | 39.21 % |
| Number Of Shares Shorted | 8.86 M | 4.71 M |
| Price To Earning | 6.52 X | 28.72 X |
| Price To Book | 2.81 X | 9.51 X |
| Price To Sales | 3.73 X | 11.42 X |
| Revenue | 2.64 B | 9.43 B |
| Gross Profit | 3.38 B | 27.38 B |
| EBITDA | (282.7 M) | 3.9 B |
| Net Income | (608.4 M) | 570.98 M |
| Cash And Equivalents | 1.61 B | 2.7 B |
| Cash Per Share | 4.42 X | 5.01 X |
| Total Debt | 9.26 B | 5.32 B |
| Debt To Equity | 1.24 % | 48.70 % |
| Current Ratio | 2.04 X | 2.16 X |
| Book Value Per Share | 17.77 X | 1.93 K |
| Cash Flow From Operations | 204.9 M | 971.22 M |
| Short Ratio | 4.90 X | 4.00 X |
| Earnings Per Share | 2.77 X | 3.12 X |
| Price To Earnings To Growth | 1.15 X | 4.89 X |
| Target Price | 56.82 | |
| Number Of Employees | 2.3 K | 18.84 K |
| Beta | 1.69 | -0.15 |
| Market Capitalization | 17.68 B | 19.03 B |
| Total Asset | 21.18 B | 29.47 B |
| Retained Earnings | 2.08 B | 9.33 B |
| Annual Yield | 0.03 % |
Note: Disposition of 142 shares by Lindsay Lobue of Carlyle at 56.16 subject to Rule 16b-3 [view details]
Carlyle Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Carlyle . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
| Accumulation Distribution | 56637.15 | |||
| Daily Balance Of Power | (0.33) | |||
| Rate Of Daily Change | 0.99 | |||
| Day Median Price | 48.83 | |||
| Day Typical Price | 48.85 | |||
| Price Action Indicator | (0.21) | |||
| Period Momentum Indicator | (0.54) | |||
| Relative Strength Index | 38.59 |
About Carlyle Buy or Sell Advice
When is the right time to buy or sell Carlyle Group? Buying financial instruments such as Carlyle Stock isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.
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Check out Carlyle Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. You can also try the Portfolio Suggestion module to get suggestions outside of your existing asset allocation including your own model portfolios.
Is Asset Management & Custody Banks space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Carlyle. If investors know Carlyle will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Carlyle listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth 6.409 | Dividend Share 1.4 | Earnings Share 2.77 | Revenue Per Share | Quarterly Revenue Growth 0.134 |
The market value of Carlyle Group is measured differently than its book value, which is the value of Carlyle that is recorded on the company's balance sheet. Investors also form their own opinion of Carlyle's value that differs from its market value or its book value, called intrinsic value, which is Carlyle's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Carlyle's market value can be influenced by many factors that don't directly affect Carlyle's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Carlyle's value and its price as these two are different measures arrived at by different means. Investors typically determine if Carlyle is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Carlyle's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.