Carlyle Financial Statements From 2010 to 2024
| CG Stock | USD 46.12 0.21 0.45% |
Check Carlyle financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Carlyle main balance sheet or income statement drivers, such as , as well as many exotic indicators such as . Carlyle financial statements analysis is a perfect complement when working with Carlyle Valuation or Volatility modules.
Carlyle |
Carlyle Group Company Operating Margin Analysis
Carlyle's Operating Margin shows how much operating income a company makes on each dollar of sales. It is one of the profitability indicators which helps analysts to understand whether the firm is successful or not making money from everyday operations.
Current Carlyle Operating Margin | (1.09) % |
Most of Carlyle's fundamental indicators, such as Operating Margin, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Carlyle Group is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
A good Operating Margin is required for a company to be able to pay for its fixed costs or payout its debt, which implies that the higher the margin, the better. This ratio is most effective in evaluating the earning potential of a company over time when comparing it against a firm's competitors.
| Competition |
Based on the recorded statements, Carlyle Group has an Operating Margin of -1.0857%. This is 105.88% lower than that of the Capital Markets sector and 104.19% lower than that of the Financials industry. The operating margin for all United States stocks is 80.3% lower than that of the firm.
Carlyle Group Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Carlyle's current stock value. Our valuation model uses many indicators to compare Carlyle value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Carlyle competition to find correlations between indicators driving Carlyle's intrinsic value. More Info.Carlyle Group is rated below average in return on equity category among related companies. It is rated below average in return on asset category among related companies . Comparative valuation analysis is a catch-all model that can be used if you cannot value Carlyle by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Carlyle's Stock. Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Carlyle's earnings, one of the primary drivers of an investment's value.About Carlyle Financial Statements
There are typically three primary documents that fall into the category of financial statements. These documents include Carlyle income statement, its balance sheet, and the statement of cash flows. Carlyle investors use historical funamental indicators, such as Carlyle's revenue or net income, to determine how well the company is positioned to perform in the future. Although Carlyle investors may use each financial statement separately, they are all related. The changes in Carlyle's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Carlyle's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet, but not equivalent to net income shown on the income statement. We offer a historical overview of the basic patterns found on Carlyle Financial Statements. Understanding these patterns can help to make the right decision on long term investment in Carlyle. Please read more on our technical analysis and fundamental analysis pages.
The Carlyle Group Inc. is an investment firm specializing in direct and fund of fund investments. The Carlyle Group Inc. was founded in 1987 and is based in Washington, District of Columbia with additional offices in 21 countries across 5 continents . Carlyle operates under Asset Management classification in the United States and is traded on NASDAQ Exchange. It employs 1850 people.
Pair Trading with Carlyle
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Carlyle position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Carlyle will appreciate offsetting losses from the drop in the long position's value.Moving together with Carlyle Stock
| 0.64 | SF | Stifel Financial Financial Report 24th of July 2024 | PairCorr |
Moving against Carlyle Stock
| 0.72 | AJX | Great Ajax Corp Earnings Call This Week | PairCorr |
The ability to find closely correlated positions to Carlyle could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Carlyle when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Carlyle - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Carlyle Group to buy it.
The correlation of Carlyle is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Carlyle moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Carlyle Group moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Carlyle can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Check out the analysis of Carlyle Correlation against competitors. Note that the Carlyle Group information on this page should be used as a complementary analysis to other Carlyle's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Commodity Channel module to use Commodity Channel Index to analyze current equity momentum.
Complementary Tools for Carlyle Stock analysis
When running Carlyle's price analysis, check to measure Carlyle's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Carlyle is operating at the current time. Most of Carlyle's value examination focuses on studying past and present price action to predict the probability of Carlyle's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Carlyle's price. Additionally, you may evaluate how the addition of Carlyle to your portfolios can decrease your overall portfolio volatility.
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Is Carlyle's industry 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.
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.