Carlyle Competitors
| CGBD Stock | USD 17.32 0.13 0.76% |
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Carlyle |
Carlyle Secured Competition Correlation Matrix
Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Carlyle Secured and its competitors represents the degree of relationship between the price movements of corresponding stocks. A correlation of about +1.0 implies that the price of Carlyle and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Carlyle Secured Lending does not affect the price movement of the other competitor.
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High positive correlations
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Risk-Adjusted Indicators
There is a big difference between Carlyle Stock performing well and Carlyle Secured Company doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Carlyle Secured's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.| Mean Deviation | Jensen Alpha | Sortino Ratio | Treynor Ratio | Semi Deviation | Expected Shortfall | Potential Upside | Value @Risk | Maximum Drawdown | ||
|---|---|---|---|---|---|---|---|---|---|---|
| TSLX | 0.59 | 0.01 | (0.14) | 0.50 | 0.70 | 1.07 | 3.63 | |||
| GBDC | 0.62 | 0.03 | (0.04) | 0.17 | 0.65 | 1.42 | 4.60 | |||
| FDUS | 0.54 | 0.12 | (0.02) | (1.82) | 0.46 | 1.20 | 3.15 | |||
| NMFC | 0.63 | (0.07) | 0.00 | (0.08) | 0.00 | 1.93 | 4.41 | |||
| HTGC | 0.81 | (0.03) | (0.07) | 0.08 | 0.88 | 1.56 | 5.01 | |||
| TCPC | 1.08 | (0.04) | (0.02) | 0.09 | 1.14 | 2.08 | 11.22 | |||
| TRIN | 0.76 | 0.02 | (0.04) | 0.16 | 0.89 | 1.98 | 5.89 | |||
| TPVG | 1.19 | 0.10 | 0.05 | 0.24 | 1.20 | 3.33 | 11.85 |
Cross Equities Net Income Analysis
Compare Carlyle Secured Lending and related stocks such as Sixth Street Specialty, Golub Capital BDC, and Fidus Investment Corp Net Income Over Time
Select Fundamental| 2010 | 2011 | 2012 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| TSLX | 813 K | 813 K | 39.6 M | 67 M | 85 M | 63.6 M | 137 M | 111.6 M | 119 M | 154.6 M | 178.1 M | 211.8 M | 108.1 M | 222 M | 126.8 M |
| GBDC | 20 M | 31.8 M | 46.5 M | 65.4 M | 70.8 M | 69.2 M | 82.3 M | 82 M | (18.6 M) | 54.9 M | 340.3 M | 153.4 M | 258.6 M | 383.6 M | 402.8 M |
| FDUS | (1.6 M) | 15.4 M | 19.4 M | 27.2 M | 19.5 M | 26 M | 41.6 M | 44 M | 49.5 M | 48.5 M | 31.2 M | 116.1 M | 35.8 M | 77.1 M | 40.7 M |
| NMFC | (1.2 M) | 31.7 M | 31.8 M | 61.9 M | 45.6 M | 33 M | 111.7 M | 109.4 M | 72.4 M | 112.6 M | 58.5 M | 201.4 M | 74.7 M | 135.3 M | 87.2 M |
| HTGC | (2 M) | 46.9 M | 46.8 M | 99.4 M | 71.2 M | 42.9 M | 68.7 M | 79 M | 76.5 M | 173.6 M | 227.3 M | 174.2 M | 156.8 M | 337.5 M | 354.4 M |
| TCPC | 70.5 M | 6.7 M | 27.5 M | 63.4 M | 50 M | 78.1 M | 95.4 M | 90.6 M | 45.5 M | 30.6 M | 71.4 M | 133.8 M | (110.7 M) | 38.5 M | 39.5 M |
| TRIN | (524 K) | (524 K) | (524 K) | (524 K) | (524 K) | (524 K) | (524 K) | (524 K) | (524 K) | (524 K) | (6.1 M) | 132.3 M | (30.4 M) | 76.9 M | 80.7 M |
| TPVG | 14.3 M | 14.3 M | 14.3 M | 14.3 M | 14.3 M | 15.5 M | 11.1 M | 19.2 M | 36.6 M | 31.8 M | 35.3 M | 76.6 M | (46.8 M) | (39.8 M) | (37.8 M) |
Carlyle Secured Lending and related stocks such as Sixth Street Specialty, Golub Capital BDC, and Fidus Investment Corp Net Income description
Net income is one of the most important fundamental items in finance. It plays a large role in Carlyle Secured Lending financial statement analysis. It represents the amount of money remaining after all of Carlyle Secured Lending operating expenses, interest, taxes and preferred stock dividends have been deducted from a company total revenue.Carlyle Secured Competitive Analysis
The better you understand Carlyle Secured competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Carlyle Secured's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Carlyle Secured's competition over several years is one of the best ways to analyze its investment potential.| Better Than Average | Worse Than Peers | View Performance Chart |
Carlyle Secured Competition Performance Charts
Five steps to successful analysis of Carlyle Secured Competition
Carlyle Secured's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Carlyle Secured Lending in relation to its competition. Carlyle Secured's competition analysis typically involves several steps, including:- Identifying the key players in the market: This involves identifying the major competitors of Carlyle Secured in the market, both direct and indirect, as well as new entrants and disruptive technologies.
- Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
- Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact Carlyle Secured's competitive landscape.
- Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Carlyle Secured Lending, and developing a strategy to address them.
- Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.
Complement your Carlyle Secured position
In addition to having Carlyle Secured in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
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Computers
Companies that manufacture and distribute personal and business computers. The Computers theme has 38 constituents at this time.
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Check out Carlyle Secured Correlation with its peers. You can also try the Equity Analysis module to research over 250,000 global equities including funds, stocks and ETFs to find investment opportunities.
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 Secured. 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 Secured 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 (0.35) | Dividend Share 1.57 | Earnings Share 1.73 | Revenue Per Share 4.703 | Quarterly Revenue Growth (0.07) |
The market value of Carlyle Secured Lending 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 Secured's value that differs from its market value or its book value, called intrinsic value, which is Carlyle Secured'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 Secured's market value can be influenced by many factors that don't directly affect Carlyle Secured'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 Secured's value and its price as these two are different measures arrived at by different means. Investors typically determine if Carlyle Secured is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Carlyle Secured'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.