Carlyle Valuation
| CG Stock | USD 44.63 0.43 0.95% |
At this time, the firm appears to be fairly valued. Carlyle Group shows a prevailing Real Value of $42.86 per share. The current price of the firm is $44.63. Our model approximates the value of Carlyle Group from analyzing the firm fundamentals such as Return On Equity of -0.0788, profit margin of (0.25) %, and Current Valuation of 24.38 B as well as examining its technical indicators and probability of bankruptcy. In general, most investors favor locking in undervalued instruments and disposing overvalued instruments since, at some point, asset prices and their ongoing real values will blend. Key fundamental drivers impacting Carlyle's valuation include:
Price Book 3.1844 | Enterprise Value 24.4 B | Enterprise Value Ebitda 8.596 | Price Sales 6.8268 | Forward PE 11.6009 |
Fairly Valued
Today
Please note that Carlyle's price fluctuation is very steady at this time. Calculation of the real value of Carlyle Group is based on 3 months time horizon. Increasing Carlyle's time horizon generally increases the accuracy of value calculation and significantly improves the predictive power of the methodology used.
Our valuation method for Carlyle Group is useful when determining the fair value of the Carlyle stock, which is usually determined by what a typical buyer is willing to pay for full or partial control of Carlyle. Since Carlyle is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Carlyle Stock. However, Carlyle's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 44.63 | Real 42.86 | Target 38.07 | Hype 44.67 | Naive 43.31 |
The real value of Carlyle Stock, also known as its intrinsic value, is the underlying worth of Carlyle Group Company, which is reflected in its stock price. It is based on Carlyle's financial performance, assets, liabilities, growth prospects, management team, or industry conditions. The intrinsic value of Carlyle's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Carlyle's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Carlyle Group helps investors to forecast how Carlyle stock's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Carlyle more accurately as focusing exclusively on Carlyle's fundamentals will not take into account other important factors: Traditionally analysts and sophisticated investors use multiple methods for valuing a cash-flow-generating entity or its stock. For example, some money managers use Carlyle's intrinsic value based on its ongoing forecasts of Carlyle's financial statements. In contrast, other private, professional wealth advisors use a multiplier approach by looking to relative value analysis against Carlyle's closest peers. When choosing an evaluation method for Carlyle Group, ensure it is appropriate for the firm given its current financial situation and market classification. If more than one evaluation category is relevant, we suggest using both methods to arrive at a better estimate.
Carlyle Investments |
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Carlyle Valuation Trend
Knowing Carlyle's actual value is paramount for traders to make sound investment determinations. Carlyle's real value is not only important for the investor to make better decisions but also for a more accurate overall view of Carlyle's financial worth over time since having this information enables investors and analysts to forecast the earnings more efficiently. Using both Carlyle's enterprise value as well as its market capitalization is the best way to gauging the value of the company and is usually enough for investors to make market timing descisions.
Carlyle Market Cap
Carlyle Group is number one stock in market capitalization category among related companies. Market capitalization of Financials industry is currently estimated at about 33.25 Billion. Carlyle totals roughly 16.26 Billion in market capitalization claiming about 49% of equities under Financials industry.Carlyle Valuation Ratios as Compared to Competition
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 third in price to earning category among related companies. It is rated third in price to book category among related companies fabricating about 0.49 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Carlyle Group is roughly 2.05 . The Carlyle's current Price To Book Ratio is estimated to increase to 2.98. 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.Please note that valuation analysis is one of the essential comprehensive assessments in business. It evaluates Carlyle's worth, which you can determine by considering its current assets, liabilities and future cash flows. The investors' valuation analysis is an important metric that will give you a perspective on different companies. It helps you know the worth of the potential investment in Carlyle and how it compares across the competition.
About Carlyle Valuation
The stock valuation mechanism determines the current worth of Carlyle Group on a weekly basis. We use both absolute as well as relative valuation methodologies to arrive at the intrinsic value of Carlyle Group. In general, an absolute valuation paradigm, as applied to this company, attempts to find the value of Carlyle Group based exclusively on its fundamental and basic technical indicators. By analyzing Carlyle's financials, quarterly and monthly indicators, and its related drivers such as dividends, operating cash flow, and various types of growth rates, we attempt to find the most accurate representation of Carlyle's intrinsic value. In some cases, mostly for established, large-cap companies, we also incorporate more traditional valuation methods such as dividend discount, discounted cash flow, or asset-based models. As compared to an absolute model, our relative valuation model uses a comparative analysis of Carlyle. We calculate exposure to Carlyle's market risk, different technical and fundamental indicators, relevant financial multiples and ratios, and then comparing them to Carlyle's related companies.| Last Reported | Projected for Next Year | ||
| Gross Profit | 939.7 M | 762.5 M | |
| Pretax Profit Margin | (0.23) | (0.22) | |
| Operating Profit Margin | (0.18) | (0.17) | |
| Net Loss | (0.23) | (0.22) | |
| Gross Profit Margin | 0.36 | 0.35 |
8 Steps to conduct Carlyle's Valuation Analysis
Company's valuation is the process of determining the worth of any company in monetary terms. It estimates Carlyle's potential worth based on factors such as financial performance, market conditions, growth prospects, and overall economic environment. The result of company valuation is a single number representing a Company's current market value. This value can be used as a benchmark for various financial transactions such as mergers and acquisitions, initial public offerings (IPOs), or private equity investments. To conduct Carlyle's valuation analysis, follow these 8 steps:- Gather financial information: Obtain Carlyle's financial statements, including balance sheets, income statements, and cash flow statements.
- Determine Carlyle's revenue streams: Identify Carlyle's primary sources of revenue, including products or services offered, target markets, and pricing strategies.
- Analyze market data: Research Carlyle's industry and market trends, including the size of the market, growth rate, and competition.
- Establish Carlyle's growth potential: Evaluate Carlyle's management, business model, and growth potential.
- Determine Carlyle's financial performance: Analyze its financial statements to assess its historical performance and future potential.
- Choose a valuation method: Consider the Company's specific circumstances and choose an appropriate valuation method, such as the discounted cash flow (DCF) or comparable analysis method.
- Calculate the value: Apply the chosen valuation method to the financial information and market data to calculate Carlyle's estimated value.
- Review and adjust: Review the results and make necessary adjustments, considering any relevant factors that may have been missed or overlooked.
A single share of Carlyle represents a small ownership stake in the entity. As a stockholder of Carlyle, your percentage of company ownership is determined by dividing the number of shares you own by the total number of shares outstanding and then multiplying that amount by 100. Owning stock in a company generally confers both corporate voting rights and income from any dividends paid to the stock owner.
Carlyle Dividends Analysis For Valuation
The Carlyle's current Dividend Paid And Capex Coverage Ratio is estimated to increase to 2.75, while Dividends Paid is forecasted to increase to (472.8 M). . At this time, Carlyle's Price Earnings To Growth Ratio is most likely to increase slightly in the upcoming years.
| Last Reported | Projected for Next Year | ||
| Dividends Paid | -497.7 M | -472.8 M | |
| Dividend Yield | 0.03 | 0.03 | |
| Dividend Payout Ratio | (0.82) | (0.78) | |
| Dividend Paid And Capex Coverage Ratio | 2.18 | 2.75 |
There are various types of dividends Carlyle can pay to its shareholders, and the actual value of the dividend is determined on a per-share basis. It is to be paid equally to all of Carlyle shareholders on a specific date, known as the payable date. The cash dividend is the most common type of dividend payment - it is the payment of actual cash from Carlyle Group directly to its shareholders. There are other types of dividends that companies can issue, such as stock dividends or asset dividends. When Carlyle pays a dividend, it has no impact on its enterprise value. It does, however, lowers the Equity Value of Carlyle by the value of the dividends paid out.
Carlyle Growth Indicators
Growth stocks usually refer to those companies expected to grow sales and earnings faster than the market average. Growth stocks typically don't pay dividends, often look expensive, and usually trading at a high P/E ratio. Nevertheless, such valuations could be relatively cheap if the company continues to grow, which will drive the share price up. However, since most investors are paying a high price for a growth stock, based on expectations, if those expectations are not fully realized, growth stocks can see dramatic declines. Note, investing in growth stocks can be very risky. If the company such as Carlyle does not do well, investors take a loss on the stock when it is time to sell. Also, because growth stocks typically do not pay dividends, the only opportunity an investor has to make money on their investment is when they eventually sell their shares.
| Common Stock Shares Outstanding | 361.4 M | |
| Quarterly Earnings Growth Y O Y | -0.714 | |
| Forward Price Earnings | 11.6009 |
Carlyle Current Valuation Indicators
Valuation refers to the process of determining the present value of Carlyle Group and all of its assets. It can be calculated using a number of techniques. As many analysts who try to value Carlyle we look at many different elements of the entity such as Carlyle's management, its prospective future earnings, the current market value of the company's assets, as well as its capital structure formation. Carlyle's valuation analysis is also a process of estimating the intrinsic value of all assets and outstanding equities. There are different methodologies and models we use to develop the final Carlyle's valuation. The techniques such as discounted cash flow and fundamental indicators such as book value per share or market capitalization are well known and widely used across most financial advisers and money managers.
Valuations are an essential part of business, for companies themselves, but also for investors. For companies, such as Carlyle, valuations can help measure their progress and success and can help them track their performance in the market compared to others. In addition, investors can use Carlyle's valuations to help determine the worth of potential investments. They can do this by using data and information made public by a company. Regardless of who the valuation is for, it essentially describes Carlyle's worth.When determining whether Carlyle Group is a strong investment it is important to analyze Carlyle's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact Carlyle's future performance. For an informed investment choice regarding Carlyle Stock, refer to the following important reports: 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 Options Analysis module to analyze and evaluate options and option chains as a potential hedge for your 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.