The Carlyle Group Stock Performance
| CGABL Stock | USD 18.13 0.13 0.72% |
The firm shows a Beta (market volatility) of 0.26, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Carlyle's returns are expected to increase less than the market. However, during the bear market, the loss of holding Carlyle is expected to be smaller as well. At this point, Carlyle Group has a negative expected return of -0.13%. Please make sure to confirm Carlyle's potential upside, day median price, and the relationship between the treynor ratio and accumulation distribution , to decide if Carlyle Group performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
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Very Weak
Over the last 90 days The Carlyle Group has generated negative risk-adjusted returns adding no value to investors with long positions. Despite latest weak performance, the Stock's fundamental drivers remain persistent and the latest mess on Wall Street may also be a sign of long-standing gains for the company institutional investors. ...more
Actual Historical Performance (%)
One Day Return 0.72 | Five Day Return (1.04) | Year To Date Return (10.82) | Ten Year Return (27.22) | All Time Return (27.22) |
Dividend Date 2025-11-15 |
1 | Acquisition by Welters Anthony of 6238 shares of Carlyle subject to Rule 16b-3 | 11/01/2024 |
2 | The Carlyle Group Inc. 4.625 percent Subordinated Notes due 2061 Declares Quarterly Dividend of 0.29 | 11/08/2024 |
| Carlyle dividend paid on 15th of November 2024 | 11/15/2024 |
3 | QuidelOrtho Corporation Announces Pricing of Secondary Offering of Common Stock by the Carlyle Group - Business Wire | 11/19/2024 |
4 | The Carlyle Group Inc. Holdings Lifted by Citigroup Inc. - MarketBeat | 12/05/2024 |
5 | The Carlyle Group Inc. Stock Holdings Decreased by State Street Corp - MarketBeat | 12/10/2024 |
6 | Stonepeak to Acquire Aerospace Manufacturing Giant Forgital Group from Carlyle in Strategic Deal - StockTitan | 12/16/2024 |
| Begin Period Cash Flow | 1.4 B | |
| Free Cash Flow | 889.1 M |
Carlyle |
Carlyle Relative Risk vs. Return Landscape
If you would invest 1,974 in The Carlyle Group on September 24, 2024 and sell it today you would lose (161.00) from holding The Carlyle Group or give up 8.16% of portfolio value over 90 days. The Carlyle Group is currently producing negative expected returns and takes up 1.067% volatility of returns over 90 trading days. Put another way, 9% of traded stocks are less volatile than Carlyle, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Carlyle Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Carlyle's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as The Carlyle Group, and traders can use it to determine the average amount a Carlyle's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.1174
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| Negative Returns | CGABL |
Estimated Market Risk
| 1.07 actual daily | 9 91% of assets are more volatile |
Expected Return
| -0.13 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.12 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Carlyle is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Carlyle by adding Carlyle to a well-diversified portfolio.
Carlyle Fundamentals Growth
Carlyle Stock prices reflect investors' perceptions of the future prospects and financial health of Carlyle, and Carlyle fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Carlyle Stock performance.
| Return On Equity | 0.69 | ||||
| Revenue | 2.96 B | ||||
| EBITDA | (1.09 B) | ||||
| Net Income | (579.3 M) | ||||
| Total Debt | 9.26 B | ||||
| Cash Flow From Operations | 955.7 M | ||||
| Market Capitalization | 16.14 B | ||||
| Total Asset | 21.18 B | ||||
| Retained Earnings | 2.08 B | ||||
About Carlyle Performance
By examining Carlyle's fundamental ratios, stakeholders can obtain critical insights into Carlyle's financial health, operational efficiency, and overall profitability. These insights assist in making well-informed investment and management decisions. For example, a high Return on Assets and Return on Equity would indicate that Carlyle is effectively utilizing its assets and equity to generate significant profits, enhancing its appeal to investors. On the other hand, low ROA and ROE values could reveal issues in asset and equity management, highlighting the need for operational improvements.
| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | 30.97 | 24.48 | |
| Return On Tangible Assets | (0.03) | (0.03) | |
| Return On Capital Employed | (0.05) | (0.05) | |
| Return On Assets | (0.03) | (0.03) | |
| Return On Equity | (0.11) | (0.10) |
Things to note about Carlyle Group performance evaluation
Checking the ongoing alerts about Carlyle for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Carlyle Group help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Carlyle Group generated a negative expected return over the last 90 days | |
| The company reported the revenue of 2.96 B. Net Loss for the year was (579.3 M) with profit before overhead, payroll, taxes, and interest of 0. | |
| Carlyle Group has a strong financial position based on the latest SEC filings | |
| On 15th of November 2024 Carlyle paid $ 0.2891 per share dividend to its current shareholders | |
| Latest headline from news.google.com: Stonepeak to Acquire Aerospace Manufacturing Giant Forgital Group from Carlyle in Strategic Deal - StockTitan |
- Analyzing Carlyle's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Carlyle's stock is overvalued or undervalued compared to its peers.
- Examining Carlyle's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Carlyle's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Carlyle's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Carlyle's stock. These opinions can provide insight into Carlyle's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in The 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 bureau of labor statistics. You can also try the Instant Ratings module to determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance.
Is Trading 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.
Return On Equity 0.6868 |
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.