Carlyle Group Stock Performance
| CG Stock | USD 43.68 0.95 2.13% |
Carlyle has a performance score of 7 on a scale of 0 to 100. The firm shows a Beta (market volatility) of 1.84, which signifies a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Carlyle will likely underperform. Carlyle Group right now shows a risk of 1.85%. Please confirm Carlyle Group semi variance, rate of daily change, and the relationship between the value at risk and kurtosis , to decide if Carlyle Group will be following its price patterns.
Risk-Adjusted Performance
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Compared to the overall equity markets, risk-adjusted returns on investments in Carlyle Group are ranked lower than 7 (%) of all global equities and portfolios over the last 90 days. Despite nearly unfluctuating technical and fundamental indicators, Carlyle may actually be approaching a critical reversion point that can send shares even higher in May 2024. ...more
Actual Historical Performance (%)
One Day Return (2.13) | Five Day Return (6.89) | Year To Date Return 9.23 | Ten Year Return 28.51 | All Time Return 98.1 |
Forward Dividend Yield 0.0314 | Payout Ratio 0.4321 | Forward Dividend Rate 1.4 | Dividend Date 2024-03-01 | Ex Dividend Date 2024-02-22 |
| Carlyle dividend paid on 1st of March 2024 | 03/01/2024 |
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| Begin Period Cash Flow | 1.6 B |
Carlyle |
Carlyle Relative Risk vs. Return Landscape
If you would invest 3,960 in Carlyle Group on January 20, 2024 and sell it today you would earn a total of 408.00 from holding Carlyle Group or generate 10.3% return on investment over 90 days. Carlyle Group is generating 0.1749% of daily returns and assumes 1.8537% volatility on return distribution over the 90 days horizon. Put differently, 16% of stocks are less risky than Carlyle on the basis of their historical return distribution, and some 97% of all equities are expected to be superior in generating returns on investments over the next 90 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 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 = 0.0944
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Estimated Market Risk
| 1.85 actual daily | 16 84% of assets are more volatile |
Expected Return
| 0.17 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
| 0.09 actual daily | 7 93% of assets perform better |
Based on monthly moving average Carlyle is performing at about 7% of its full potential. 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 it 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 | -0.0788 | ||||
| Return On Asset | -0.0233 | ||||
| Profit Margin | (0.25) % | ||||
| Operating Margin | (1.09) % | ||||
| Current Valuation | 24.22 B | ||||
| Shares Outstanding | 360.95 M | ||||
| Price To Earning | 6.52 X | ||||
| Price To Book | 3.18 X | ||||
| Price To Sales | 6.83 X | ||||
| Revenue | 2.64 B | ||||
| Gross Profit | 2.51 B | ||||
| EBITDA | (282.7 M) | ||||
| Net Income | (608.4 M) | ||||
| Cash And Equivalents | 1.61 B | ||||
| Cash Per Share | 4.42 X | ||||
| Total Debt | 9.26 B | ||||
| Debt To Equity | 1.24 % | ||||
| Current Ratio | 2.04 X | ||||
| Book Value Per Share | 14.37 X | ||||
| Cash Flow From Operations | 941.6 M | ||||
| Earnings Per Share | (1.68) X | ||||
| Market Capitalization | 15.78 B | ||||
| Total Asset | 21.18 B | ||||
| Retained Earnings | 2.08 B | ||||
About Carlyle Performance
To evaluate Carlyle Group Stock as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Carlyle generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Carlyle Stock's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Carlyle Group market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Carlyle's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | 623.04 | 698.79 | |
| Return On Tangible Assets | (0.03) | (0.03) | |
| Return On Capital Employed | (0.02) | (0.02) | |
| Return On Assets | (0.03) | (0.03) | |
| Return On Equity | (0.12) | (0.11) |
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.| 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 61.0% of the company shares are held by institutions such as insurance companies | |
| On 1st of March 2024 Carlyle paid $ 0.35 per share dividend to its current shareholders | |
| Latest headline from finance.yahoo.com: Gregg Renfrew Buys Beautycounter Back FromForeclosure |
- 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 Carlyle Group. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in price. 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 Portfolio Suggestion module to get suggestions outside of your existing asset allocation including your own model portfolios.
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.
Quarterly Earnings Growth (0.71) | Dividend Share 1.4 | Earnings Share (1.68) | Revenue Per Share 6.699 | Quarterly Revenue Growth 0.255 |
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.