Carlyle Net Worth
Carlyle Net Worth Breakdown | CG |
Carlyle Net Worth Analysis
Carlyle's net worth analysis, or its valuation, is the process of determining the total value of the company. This involves assessing a range of factors, including Carlyle's financial performance, assets, liabilities, and potential for growth. The ultimate goal is to provide a clear understanding of Carlyle's overall worth, which can help investors make informed investment decisions. There are several methods that can be used to perform Carlyle's net worth analysis. One common approach is to calculate Carlyle's market capitalization.Another approach is to use the price-to-earnings ratio (P/E ratio), which compares Carlyle's stock price to its earnings per share (EPS). Discounted cash flow (DCF) analysis is another popular method for assessing Carlyle's net worth. This approach calculates the present value of Carlyle's future cash flows, taking into account factors such as growth rate, profitability, and risk. By comparing the present value of Carlyle's cash flows to its current stock price, investors can gain a better understanding of the company's overall value. Finally, investors may use comparable company analysis to evaluate Carlyle's net worth. This involves comparing Carlyle's financial metrics to similar companies in the same industry. By identifying companies with similar financial characteristics, investors can gain insight into Carlyle's net worth relative to its peers.
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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 net worth research are outlined below:
| Carlyle Group generated a negative expected return over the last 90 days | |
| Carlyle Group is unlikely to experience financial distress in the next 2 years | |
| Carlyle Group has a strong financial position based on the latest SEC filings | |
| About 61.0% of the company shares are held by institutions such as insurance companies | |
| On 28th of February 2025 Carlyle paid $ 0.35 per share dividend to its current shareholders | |
| Latest headline from businesswire.com: BLUEBIRD BIO INVESTOR ALERT by the Former Attorney General of Louisiana Kahn Swick Foti, LLC Investigates Adequacy of Price and Process in Proposed Sale of bluebird bio, Inc. - BLUE |
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 |
Carlyle Target Price Consensus
Carlyle target price is determined by taking all analyst projections and averaging them out. There is no one specific way to measure analysts' performance other than comparing it to past results via a very sophisticated attribution analysis. Carlyle's target price projections below should be used in combination with other traditional price prediction techniques such as stock price forecasting, investor sentiment analysis, technical analysis, earnings estimate, and various momentum models.
| 18 | Buy |
Most Carlyle analysts issue ratings four times a year, at intervals of three months. Ratings are usually accompanied by a target price to help potential investors understand Carlyle stock's fair price compared to its market value. Analysts arrive at stock ratings after researching the public financial statements of Carlyle Group, talking to its executives and customers, or listening to those companies' conference calls.
Macroaxis Advice Exposure ValuationCarlyle Target Price Projection
Carlyle's current and average target prices are 42.20 and 56.90, respectively. The current price of Carlyle is the price at which Carlyle Group is currently trading. On the other hand, Carlyle's target price is what analysts think the stock is worth or could sell for in the future. The more significant the discrepancy between the two prices, the more it stimulates investors to act.Target Price
Analyst Consensus On Carlyle Target Price
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 | Geode Capital Management, Llc | 2024-12-31 | 3.9 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 | Bank Of New York Mellon Corp | 2024-12-31 | 2.4 M | Blackrock Inc | 2024-12-31 | 24 M | Vanguard Group Inc | 2024-12-31 | 23.2 M |
Follow Carlyle's market capitalization trends
The company currently falls under 'Large-Cap' category with a market capitalization of 15.76 B.Market Cap |
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Project Carlyle's profitablity
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | 0.05 | 0.05 | |
| Return On Capital Employed | 0.24 | 0.25 | |
| Return On Assets | 0.04 | 0.05 | |
| Return On Equity | 0.16 | 0.15 |
When accessing Carlyle's net worth, it's important to look at multiple sources and consider different scenarios. 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
Carlyle Group has Return on Asset (ROA) of 0.0493 % which means that for every $100 of assets, it generated a profit of $0.0493. This is way below average. Likewise, it shows a return on total equity (ROE) of 0.1799 %, which means that it produced $0.1799 on every 100 dollars invested by current stockholders. 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. At this time, Carlyle's Return On Assets are most likely to slightly decrease in the upcoming years. At this time, Carlyle's Intangible Assets are most likely to increase significantly in the upcoming years. The Carlyle's current Net Tangible Assets is estimated to increase to about 5 B, while Non Current Assets Total are projected to decrease to roughly 1.1 B.| Last Reported | Projected for Next Year | ||
| Book Value Per Share | 17.70 | 16.82 | |
| Tangible Book Value Per Share | 15.93 | 15.14 | |
| Enterprise Value Over EBITDA | 11.34 | 11.91 | |
| Price Book Value Ratio | 2.85 | 2.99 | |
| Enterprise Value Multiple | 11.34 | 11.91 | |
| Price Fair Value | 2.85 | 2.99 | |
| Enterprise Value | 16.8 B | 12.4 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.
Enterprise Value Revenue 7.4239 | Revenue | Quarterly Revenue Growth 0.134 | Revenue Per Share | Return On Equity |
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.
Lindsay Lobue over a month ago Disposition of 142 shares by Lindsay Lobue of Carlyle at 56.16 subject to Rule 16b-3 | ||
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 Corporate Filings
F4 | 28th of February 2025 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 | ViewVerify |
10K | 27th of February 2025 Annual report required by the U.S. Securities and Exchange Commission (SEC) of a company financial performance | ViewVerify |
| 13th of February 2025 Other Reports | ViewVerify | |
| 12th of February 2025 Other Reports | ViewVerify |
Carlyle Earnings Estimation Breakdown
The calculation of Carlyle's earning per share is based on the data from the past 12 consecutive months, used for reporting the company's financial figures. The next projected EPS of Carlyle is estimated to be 0.9613 with the future projection ranging from a low of 0.87 to a high of 1.05. Please be aware that this consensus of annual earnings estimates for Carlyle Group is based on EPS before non-recurring items and includes expenses related to employee stock options.Last Reported EPS
0.87 Lowest | Expected EPS | 1.05 Highest |
Carlyle Earnings Projection Consensus
Suppose the current estimates of Carlyle's value are higher than the current market price of the Carlyle stock. In this case, investors may conclude that Carlyle is overpriced and will exhibit bullish sentiment. On the other hand, if the present value is lower than the stock price, analysts may conclude that the market undervalues the equity. These scenarios may suggest that the market is not as efficient as it should be at the estimation time, and Carlyle's stock will quickly adjusts to the new information provided by the consensus estimate.
| Number of Analysts | Historical Accuracy | Last Reported EPS | Estimated EPS for 31st of March 2025 | Current EPS (TTM) | |
| 18 | 88.94% | 0.92 | 0.9613 | 2.77 |
Carlyle Earnings per Share Projection vs Actual
Actual Earning per Share of Carlyle refers to what the company shows during its earnings calls or quarterly reports. The Expected EPS is what analysts covering Carlyle Group predict the company's earnings will be in the future. The higher the earnings per share of Carlyle, the better is its profitability. While calculating the Earning per Share, we use the weighted ratio, as the number of shares outstanding can change over time.Carlyle Estimated Months Earnings per Share
For an investor who is primarily interested in generating an income out of investing in entities such as Carlyle, the EPS ratio can tell if the company is intending to increase its current dividend. Although EPS is an essential tool for investors, it should not be used in isolation. EPS of Carlyle should always be considered in relation to other companies to make a more educated investment decision.Carlyle Quarterly Analyst Estimates and Surprise Metrics
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.
| Reported | Fiscal Date | Estimated EPS | Reported EPS | Surprise | |||
|---|---|---|---|---|---|---|---|
2025-02-05 | 2024-12-31 | 0.9511 | 0.92 | -0.0311 | 3 | ||
2024-11-07 | 2024-09-30 | 0.89 | 0.95 | 0.06 | 6 | ||
2024-08-05 | 2024-06-30 | 0.83 | 0.78 | -0.05 | 6 | ||
2024-05-01 | 2024-03-31 | 0.94 | 1.01 | 0.07 | 7 | ||
2024-02-07 | 2023-12-31 | 0.78 | 0.86 | 0.08 | 10 | ||
2023-11-07 | 2023-09-30 | 0.72 | 0.87 | 0.15 | 20 | ||
2023-08-02 | 2023-06-30 | 0.67 | 0.88 | 0.21 | 31 | ||
2023-05-04 | 2023-03-31 | 0.69 | 0.63 | -0.06 | 8 | ||
2023-02-07 | 2022-12-31 | 0.97 | 1.01 | 0.04 | 4 | ||
2022-11-08 | 2022-09-30 | 1.06 | 1.42 | 0.36 | 33 | ||
2022-07-28 | 2022-06-30 | 1.06 | 1.17 | 0.11 | 10 | ||
2022-04-28 | 2022-03-31 | 1.01 | 0.74 | -0.27 | 26 | ||
2022-02-03 | 2021-12-31 | 1.21 | 2.01 | 0.8 | 66 | ||
2021-10-28 | 2021-09-30 | 1.02 | 1.54 | 0.52 | 50 | ||
2021-07-29 | 2021-06-30 | 0.6 | 0.88 | 0.28 | 46 | ||
2021-04-29 | 2021-03-31 | 0.52 | 0.58 | 0.06 | 11 | ||
2021-02-04 | 2020-12-31 | 0.44 | 0.64 | 0.2 | 45 | ||
2020-10-29 | 2020-09-30 | 0.36 | 0.4 | 0.04 | 11 | ||
2020-07-30 | 2020-06-30 | 0.36 | 0.53 | 0.17 | 47 | ||
2020-04-30 | 2020-03-31 | 0.4 | 0.48 | 0.08 | 20 | ||
2020-02-05 | 2019-12-31 | 0.43 | 0.47 | 0.04 | 9 | ||
2019-10-31 | 2019-09-30 | 0.4 | 0.41 | 0.01 | 2 | ||
2019-07-31 | 2019-06-30 | 0.37 | 0.57 | 0.2 | 54 | ||
2019-05-01 | 2019-03-31 | 0.36 | 0.25 | -0.11 | 30 | ||
2019-02-06 | 2018-12-31 | -0.36 | -0.17 | 0.19 | 52 | ||
2018-10-31 | 2018-09-30 | 0.51 | 0.25 | -0.26 | 50 | ||
2018-08-01 | 2018-06-30 | 0.52 | 0.69 | 0.17 | 32 | ||
2018-05-01 | 2018-03-31 | 0.27 | 0.47 | 0.2 | 74 | ||
2018-02-07 | 2017-12-31 | 0.62 | 1.01 | 0.39 | 62 | ||
2017-10-31 | 2017-09-30 | 0.51 | 0.56 | 0.05 | 9 | ||
2017-08-02 | 2017-06-30 | 0.41 | 0.81 | 0.4 | 97 | ||
2017-05-03 | 2017-03-31 | 0.38 | 1.09 | 0.71 | 186 | ||
2017-02-08 | 2016-12-31 | 0.41 | 0.02 | -0.39 | 95 | ||
2016-10-26 | 2016-09-30 | 0.33 | 0.21 | -0.12 | 36 | ||
2016-07-27 | 2016-06-30 | 0.31 | 0.35 | 0.04 | 12 | ||
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 | ||
2015-07-29 | 2015-06-30 | 0.54 | 0.55 | 0.01 | 1 | ||
2015-04-29 | 2015-03-31 | 0.7 | 0.8 | 0.1 | 14 | ||
2015-02-11 | 2014-12-31 | 0.44 | 0.56 | 0.12 | 27 | ||
2014-10-29 | 2014-09-30 | 0.54 | 0.55 | 0.01 | 1 | ||
2014-07-30 | 2014-06-30 | 0.74 | 0.73 | -0.01 | 1 | ||
2014-04-30 | 2014-03-31 | 1.01 | 0.85 | -0.16 | 15 | ||
2014-02-19 | 2013-12-31 | 0.91 | 1.64 | 0.73 | 80 | ||
2013-11-06 | 2013-09-30 | 0.6 | 0.51 | -0.09 | 15 | ||
2013-08-07 | 2013-06-30 | 0.56 | 0.39 | -0.17 | 30 | ||
2013-05-09 | 2013-03-31 | 0.94 | 1.02 | 0.08 | 8 | ||
2013-02-21 | 2012-12-31 | 0.69 | 0.47 | -0.22 | 31 | ||
2012-11-08 | 2012-09-30 | 0.64 | 0.66 | 0.02 | 3 | ||
2012-08-08 | 2012-06-30 | -0.04 | -0.19 | -0.15 | 375 |
Carlyle Corporate Management
| Amit Jain | Managing Advisors | Profile | |
| Deborah Polites | Chief Officer | Profile | |
| Sanket Patel | Principal CFO | Profile | |
| Bruce Larson | Senior Advisor | Profile | |
| Christopher Finn | Senior Advisor | Profile | |
| MBA CFA | Chief Solutions | Profile | |
| Charles Andrews | Chief Officer | Profile |
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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.