Is Carlyle Stock a Good Investment?

Carlyle Investment Advice

To provide specific investment advice or recommendations on Carlyle Group stock, we recommend investors consider the following general factors when evaluating Carlyle Group. This will help you to make an informed decision on whether to include Carlyle in one of your diversified portfolios:

Examine Carlyle's financial health by looking at its balance sheet, income statement, and cash flow statement. Analyze key financial ratios, such as Price-to-Earnings (P/E), Price-to-Sales (P/S), and Price-to-Book (P/B), to determine whether the stock is fairly valued or over/undervalued.
Research Carlyle's leadership team and their track record. Good management can help Carlyle navigate difficult times and make strategic decisions that benefit shareholders and increases its net worth.
Consider the overall health of the Asset Management & Custody Banks space and any emerging trends that could impact Carlyle's business and its evolving consumer preferences.
Compare Carlyle's performance and market position to its competitors. Analyze how Carlyle is positioned in terms of product offerings, innovation, and market share.
Check if Carlyle pays a dividend and its dividend yield and payout ratio.
Review what financial analysts are saying about Carlyle's stock and their price targets. However, remember that analysts' opinions can vary, and their predictions may not always be accurate.

It's important to note that investing in Carlyle Group stock, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember that it's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. Below is a detailed guide on how to decide if Carlyle Group is a good investment.

Sell

Buy

Strong Buy

Our advice module provides unbiased investment recommendation that can be used to complement current average analyst sentiment on Carlyle Group. Our advice engine provides an advice for the firm potential to grow from the perspective of an investor's risk tolerance and investing horizon. To make sure Carlyle is not overpriced, please confirm all Carlyle Group fundamentals, including its price to earning, net income, book value per share, as well as the relationship between the revenue and total debt . Given that Carlyle Group has a price to earning of 6.52 X, we suggest you to validate Carlyle Group market performance and probability of bankruptcy to ensure the company can sustain itself in the current economic cycle given your prevailing risk tolerance and investing horizon.

Market Performance	Solid	Details
Volatility	Very steady	Details
Hype Condition	Under hyped	Details
Current Valuation	Overvalued	Details
Odds Of Distress	Low	Details
Economic Sensitivity	Hyperactively responds to market trends	Details
Investor Sentiment	Alarmed	Details
Analyst Consensus	Buy	Details
Financial Strenth (F Score)	Poor	Details
Financial Leverage	Not Rated	Details
Reporting Quality (M-Score)	Unlikely Manipulator	Details

Examine Carlyle Stock

Researching Carlyle's stock involves analyzing various aspects of the company and its industry to make an informed investment decision. The key areas to focus on are fundamentals, business model and competitive advantage. It is also important to analyze trends in revenue, net income, and cash flow, as well as key financial ratios, such as price-to-earnings (P/E), price-to-sales (P/S), and debt-to-equity (D/E). About 28.0% of the company shares are held by company insiders. The book value of Carlyle was currently reported as 15.51. The company has Price/Earnings To Growth (PEG) ratio of 1.22. Carlyle Group last dividend was issued on the 18th of November 2024.

To determine if Carlyle is a good investment, evaluating the company's potential for future growth is also very important. This may include expanding into new markets, launching new products or services, or improving operational efficiency. Companies with strong growth prospects can be more attractive investments. This aspect of the research should be conducted in the context of the overall market and industry in which the company operates and should include an analysis of growth potential, competitive landscape, and any regulatory or economic factors that could impact the business. Some of the essential points regarding Carlyle's research are outlined below:

	The company generated the yearly revenue of 2.64 B. Annual Net Loss to common stockholders was (608.4 M) with gross profit of 2.51 B.
	Carlyle Group has a poor financial position based on the latest SEC disclosures
	About 59.0% of the company shares are held by institutions such as insurance companies
	Latest headline from finance.yahoo.com: OPECs Dilemma Another Year of Oil Supply Curbs or Price Slump

Carlyle uses earnings reports to provide investors with an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Therefore, it is also crucial when considering investing in Carlyle Group. Every quarterly earnings report provides investors with an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to Carlyle's previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.

	7th of February 2024 Upcoming Quarterly Report	View
	2nd of May 2024 Next Financial Report	View
	31st of December 2023 Next Fiscal Quarter End	View
	7th of February 2024 Next Fiscal Year End	View
	30th of September 2023 Last Quarter Report	View
	31st of December 2022 Last Financial Announcement	View

Earnings surprises can significantly impact Carlyle's stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate. Below are the table of largest EPS Surprises Carlyle's investors have experienced.

Reported	Fiscal Date	Estimated EPS	Reported EPS	Surprise
2020-10-29	2020-09-30	0.36	0.4	0.04	11
2016-07-27	2016-06-30	0.31	0.35	0.04	12
2021-04-29	2021-03-31	0.52	0.58	0.06	11
2016-04-27	2016-03-31	0.12	0.18	0.06	50
2016-02-10	2015-12-31	0.31	0.24	-0.07	22
2015-10-28	2015-09-30	-0.36	-0.43	-0.07	19
2024-02-07	2023-12-31	0.78	0.86	0.08	10
2020-04-30	2020-03-31	0.4	0.48	0.08	20

Know Carlyle's Top Institutional Investors

Have you ever been surprised when a price of an equity instrument such as Carlyle is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Carlyle Group backward and forwards among themselves. Carlyle's institutional investor refers to the entity that pools money to purchase Carlyle's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.

		Shares
Fmr Inc	2024-09-30	4.1 M
Legal & General Group Plc	2024-06-30	4 M
Geode Capital Management, Llc	2024-09-30	3.9 M
Ameriprise Financial Inc	2024-06-30	2.8 M
Bank Of New York Mellon Corp	2024-06-30	2.7 M
Dimensional Fund Advisors, Inc.	2024-09-30	2.3 M
Massachusetts Financial Services Company	2024-09-30	2.1 M
Capital Research & Mgmt Co - Division 3	2024-09-30	2.1 M
Centaur Performance Group, Llc	2024-09-30	2 M
Morgan Stanley - Brokerage Accounts	2024-06-30	25.7 M
Vanguard Group Inc	2024-09-30	23 M

Note, although Carlyle's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

Carlyle's market capitalization trends

The company currently falls under 'Large-Cap' category with a market capitalization of 19.04 B.

Market Cap

15.44 Billion

Carlyle's profitablity analysis

	Last Reported	Projected for Next Year
Return On Tangible Assets	(0.03)	(0.03)
Return On Capital Employed	0.09	0.09
Return On Assets	(0.03)	(0.03)
Return On Equity	(0.12)	(0.11)

The company has Net Profit Margin (PM) of 0.03 %, which suggests that even a small decline in it sales will erase profits and may result in a net loss, or a negative profit margin. This is way below average. Likewise, it shows Net Operating Margin (NOM) of 0.32 %, which signifies that for every $100 of sales, it has a net operating income of $0.32.

Determining Carlyle's profitability involves analyzing its financial statements and using various financial metrics to determine if Carlyle is a good buy. For example, gross profit margin measures Carlyle's profitability after accounting for the cost of goods sold, while net profit margin measures profitability after accounting for all expenses. Other important metrics include return on assets, return on equity, and free cash flow. By reviewing multiple sources and metrics, you can gain a complete picture of Carlyle's profitability and make more informed investment decisions.

Evaluate Carlyle's management efficiency

The Carlyle's current Return On Tangible Assets is estimated to increase to -0.03. The current Return On Capital Employed is estimated to decrease to 0.09. At this time, Carlyle's Net Tangible Assets are most likely to decrease significantly in the upcoming years. The Carlyle's current Intangibles To Total Assets is estimated to increase to 0.04, while Non Current Assets Total are projected to decrease to roughly 1.2 B. Carlyle's management efficiency ratios could be used to measure how well Carlyle manages its routine affairs as well as how well it operates its assets and liabilities.

	Last Reported	Projected for Next Year
Book Value Per Share	16.01	15.21
Tangible Book Value Per Share	13.89	13.19
Enterprise Value Over EBITDA	11.34	11.91
Price Book Value Ratio	2.83	2.98
Enterprise Value Multiple	11.34	11.91
Price Fair Value	2.83	2.98
Enterprise Value	22.2 B	12.3 B

At Carlyle Group, effective management practices are pivotal to sustaining long-term profitability. We delve into financial metrics and market conditions to provide a comprehensive analysis of the stock's prospects.

Dividend Yield

0.0263

Forward Dividend Yield

0.0263

Forward Dividend Rate

1.4

Beta

1.695

Basic technical analysis of Carlyle Stock

As of the 30th of November, Carlyle shows the Risk Adjusted Performance of 0.1676, downside deviation of 1.7, and Mean Deviation of 1.58. Carlyle Group technical analysis gives you the methodology to make use of historical prices and volume patterns to determine a pattern that approximates the direction of the firm's future prices. Please confirm Carlyle Group value at risk, and the relationship between the jensen alpha and semi variance to decide if Carlyle Group is priced correctly, providing market reflects its regular price of 53.23 per share. Given that Carlyle has jensen alpha of 0.1937, we suggest you to validate Carlyle Group's prevailing market performance to make sure the company can sustain itself at a future point.

Carlyle's insider trading activities

Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Carlyle insiders, such as employees or executives, is commonly permitted as long as it does not rely on Carlyle's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Carlyle insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.

		Redett John C over a year ago Carlyle exotic insider transaction detected
		Schwartz Harvey M over a year ago Acquisition by Schwartz Harvey M of 80717 shares of Carlyle subject to Rule 16b-3

Carlyle's Outstanding Corporate Bonds

Carlyle issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Carlyle Group uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Carlyle bonds can be classified according to their maturity, which is the date when Carlyle Group has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.

	MPLX LP 52 Corp Bond US55336VAL45	View
	US14310FAA03 Corp Bond US14310FAA03	View
	US14314DAA19 Corp Bond US14314DAA19	View
	Morgan Stanley 3591 Corp Bond US61744YAK47	View
	US14314CAA36 Corp Bond US14314CAA36	View

View All Carlyle Corporate Bonds

Understand Carlyle's technical and predictive indicators

Using predictive indicators to make investment decisions involves analyzing Carlyle's various financial and market-based factors to help forecast future trends and identify investment opportunities. Select the indicators that are most relevant to your investment strategy. Each indicator has its own strengths and weaknesses, so it's essential to combine multiple indicators to get a more comprehensive view of the market and reduce the risk of making poor decisions based on limited data.

	Risk Adjusted Performance	0.1676
	Market Risk Adjusted Performance	0.233
	Mean Deviation	1.58
	Semi Deviation	1.36
	Downside Deviation	1.7
	Coefficient Of Variation	474.42
	Standard Deviation	2.2
	Variance	4.82
	Information Ratio	0.1481
	Jensen Alpha	0.1937
	Total Risk Alpha	0.0863
	Sortino Ratio	0.1917
	Treynor Ratio	0.223
	Maximum Drawdown	13.11
	Value At Risk	(2.22)
	Potential Upside	4.1
	Downside Variance	2.88
	Semi Variance	1.84
	Expected Short fall	(1.87)
	Skewness	1.14
	Kurtosis	3.75

	Risk Adjusted Performance	0.1676
	Market Risk Adjusted Performance	0.233
	Mean Deviation	1.58
	Semi Deviation	1.36
	Downside Deviation	1.7
	Coefficient Of Variation	474.42
	Standard Deviation	2.2
	Variance	4.82
	Information Ratio	0.1481
	Jensen Alpha	0.1937
	Total Risk Alpha	0.0863
	Sortino Ratio	0.1917
	Treynor Ratio	0.223
	Maximum Drawdown	13.11
	Value At Risk	(2.22)
	Potential Upside	4.1
	Downside Variance	2.88
	Semi Variance	1.84
	Expected Short fall	(1.87)
	Skewness	1.14
	Kurtosis	3.75

Consider Carlyle's intraday indicators

Carlyle intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Carlyle stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.

	Accumulation Distribution	17765.1
	Daily Balance Of Power	1.177778
	Rate Of Daily Change	1.01
	Day Median Price	53.35
	Day Typical Price	53.31
	Price Action Indicator	0.15
	Period Momentum Indicator	0.53
	Relative Strength Index	62.03

Carlyle Corporate Filings

F4	29th of November 2024 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities	View Verify
F3	15th of November 2024 An amendment to the original Schedule 13D filing	View Verify
13A	14th of November 2024 An amended filing to the original Schedule 13G	View Verify
	8th of November 2024 Other Reports	View Verify

Carlyle time-series forecasting models is one of many Carlyle's stock analysis techniques aimed to predict future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Carlyle's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.

Carlyle Stock media impact

Far too much social signal, news, headlines, and media speculation about Carlyle that are available to investors today. That information is available publicly through Carlyle media outlets and privately through word of mouth or via Carlyle internal channels. However, regardless of the origin, that massive amount of Carlyle data is challenging to quantify into actionable patterns, especially for investors that are not very sophisticated with ever-evolving tools and techniques used in the investment management field.

A primary focus of Carlyle news analysis is to determine if its current price reflects all relevant headlines and social signals impacting the current market conditions. A news analyst typically looks at the history of Carlyle relative headlines and hype rather than examining external drivers such as technical or fundamental data. It is believed that price action tends to repeat itself due to investors' collective, patterned thinking related to Carlyle's headlines and news coverage data. This data is often completely overlooked or insufficiently analyzed for actionable insights to drive Carlyle alpha.

Carlyle Sentiment by Major News Outlets

Investor sentiment, mood or attitude towards Carlyle can have a significant impact on its stock price or the market as a whole. This sentiment can be positive or negative, and various factors, such as economic indicators, news events, or market trends, can influence it. When investor sentiment is positive, investors are more likely to buy stocks, increasing demand and increasing the stock price. Positive investor sentiment can be driven by good news about the company or the broader market, such as solid earnings reports or positive economic data.

Note that negative investor sentiment can cause investors to sell stocks, leading to a decrease in demand and a drop in the stock price. Negative sentiment can be driven by factors such as poor earnings reports, negative news about the company or industry, or broader economic concerns. It's important to note that investor sentiment is just one of many factors that can affect stock prices. Other factors, such as company performance, industry trends, and global economic conditions, can also play a significant role in determining the value of a stock.

Carlyle Group Historical Investor Sentiment

Investor biases related to Carlyle's public news can be used to forecast risks associated with an investment in Carlyle. The trend in average sentiment can be used to explain how an investor holding Carlyle can time the market purely based on public headlines and social activities around Carlyle Group. Please note that most equities that are difficult to arbitrage are affected by market sentiment the most.

Carlyle's market sentiment shows the aggregated news analyzed to detect positive and negative mentions from the text and comments. The data is normalized to provide daily scores for Carlyle and other traded tickers. The bigger the bubble, the more accurate the estimated score. Higher bars for a given day show more participation in the average Carlyle news discussions. The higher the estimate score, the more favorable the investor's outlook on Carlyle.