Carlyle Group Stock Buy Hold or Sell Recommendation
| CG Stock | USD 52.70 0.82 1.53% |
Allowing for the 90-day total investment horizon and your above-average risk tolerance, our recommendation regarding Carlyle Group is 'Strong Buy'. Macroaxis provides Carlyle buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding Carlyle positions.
Check out Carlyle Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. Note, we conduct extensive research on individual companies such as Carlyle and provide practical buy, sell, or hold advice based on investors' constraints. Carlyle Group. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in price.
Carlyle |
Execute Carlyle Buy or Sell Advice
The Carlyle recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Carlyle Group. Macroaxis does not own or have any residual interests in Carlyle Group or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Carlyle's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Strong Buy
Market Performance | Solid | Details | |
Volatility | Very steady | Details | |
Hype Condition | Under hyped | Details | |
Current Valuation | Overvalued | Details | |
Odds Of Distress | Below Average | Details | |
Economic Sensitivity | Hyperactively responds to market trends | Details | |
Investor Sentiment | Alarmed | Details | |
Analyst Consensus | Buy | Details | |
Financial Strenth (F Score) | Poor | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
Carlyle Trading Alerts and Improvement Suggestions
| 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 59.0% of the company shares are held by institutions such as insurance companies | |
| Latest headline from bnnbloomberg.ca: Acquisition by Lindsay Lobue of tradable shares of Carlyle subject to Rule 16b-3 |
Carlyle Returns Distribution Density
The distribution of Carlyle's historical returns is an attempt to chart the uncertainty of Carlyle's future price movements. The chart of the probability distribution of Carlyle daily returns describes the distribution of returns around its average expected value. We use Carlyle Group price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Carlyle returns is essential to provide solid investment advice for Carlyle.
| Mean Return | 0.48 | Value At Risk | -2.22 | Potential Upside | 4.10 | Standard Deviation | 2.19 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Carlyle historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.
Carlyle Stock Institutional Investors
| Shares | Fmr Inc | 2024-09-30 | 4.1 M | Legal & General Group Plc | 2024-06-30 | 4 M | Geode Capital Management, Llc | 2024-09-30 | 3.9 M | Ameriprise Financial Inc | 2024-06-30 | 2.8 M | Bank Of New York Mellon Corp | 2024-06-30 | 2.7 M | Dimensional Fund Advisors, Inc. | 2024-09-30 | 2.3 M | Massachusetts Financial Services Company | 2024-09-30 | 2.1 M | Capital Research & Mgmt Co - Division 3 | 2024-09-30 | 2.1 M | Centaur Performance Group, Llc | 2024-09-30 | 2 M | Morgan Stanley - Brokerage Accounts | 2024-06-30 | 25.7 M | Vanguard Group Inc | 2024-09-30 | 23 M |
Carlyle Cash Flow Accounts
| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 (projected) | ||
| Change In Cash | 189.7M | 161.6M | 1.5B | (1.1B) | 80.6M | 58.9M | |
| Free Cash Flow | 330.8M | (230.4M) | 1.7B | (1.0B) | 875.0M | 1.2B | |
| Depreciation | 65.6M | 52.1M | 52M | 147.4M | 180.6M | 134.3M | |
| Other Non Cash Items | (963.7M) | (1.4B) | (2.9B) | (1.2B) | 813.6M | 854.3M | |
| Capital Expenditures | 27.8M | 61.2M | 41.4M | 659M | 66.6M | 94.4M | |
| Net Income | 1.2B | 382.8M | 3.0B | 1.3B | (608.4M) | (578.0M) | |
| End Period Cash Flow | 828M | 989.6M | 2.5B | 1.4B | 1.4B | 1.1B | |
| Dividends Paid | 172.6M | 351.3M | 355.8M | 443.6M | 497.7M | 315.0M | |
| Net Borrowings | 652M | (19.1M) | 103.4M | 56.5M | 65.0M | 61.7M | |
| Change To Netincome | (6.3M) | (34.7M) | 375.9M | (565.1M) | (508.6M) | (483.2M) | |
| Investments | (27.8M) | (61.2M) | (32.2M) | (828.8M) | (50.1M) | (52.6M) |
Carlyle Greeks
Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Carlyle or Capital Markets sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Carlyle's price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Carlyle stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α | Alpha over Dow Jones | 0.23 | |
β | Beta against Dow Jones | 2.01 | |
σ | Overall volatility | 2.25 | |
Ir | Information ratio | 0.16 |
Carlyle Volatility Alert
Carlyle Group has relatively low volatility with skewness of 1.14 and kurtosis of 3.82. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Carlyle's stock risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Carlyle's stock price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.Carlyle Implied Volatility
Carlyle's implied volatility exposes the market's sentiment of Carlyle Group stock's possible movements over time. However, it does not forecast the overall direction of its price. In a nutshell, if Carlyle's implied volatility is high, the market thinks the stock has potential for high price swings in either direction. On the other hand, the low implied volatility suggests that Carlyle stock will not fluctuate a lot when Carlyle's options are near their expiration.
Carlyle Fundamentals Vs Peers
Comparing Carlyle's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Carlyle's direct or indirect competition across all of the common fundamentals between Carlyle and the related equities. This way, we can detect undervalued stocks with similar characteristics as Carlyle or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of Carlyle's fundamental indicators could also be used in its relative valuation, which is a method of valuing Carlyle by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Carlyle to competition |
| Fundamentals | Carlyle | Peer Average |
| Return On Equity | 0.0301 | -0.31 |
| Return On Asset | 0.0089 | -0.14 |
| Profit Margin | 0.03 % | (1.27) % |
| Operating Margin | 0.32 % | (5.51) % |
| Current Valuation | 27.31 B | 16.62 B |
| Shares Outstanding | 357.68 M | 571.82 M |
| Shares Owned By Insiders | 27.65 % | 10.09 % |
| Shares Owned By Institutions | 59.43 % | 39.21 % |
| Number Of Shares Shorted | 9.79 M | 4.71 M |
| Price To Earning | 6.52 X | 28.72 X |
| Price To Book | 3.45 X | 9.51 X |
| Price To Sales | 4.13 X | 11.42 X |
| Revenue | 2.64 B | 9.43 B |
| Gross Profit | 2.51 B | 27.38 B |
| EBITDA | (282.7 M) | 3.9 B |
| Net Income | (608.4 M) | 570.98 M |
| Cash And Equivalents | 1.61 B | 2.7 B |
| Cash Per Share | 4.42 X | 5.01 X |
| Total Debt | 9.26 B | 5.32 B |
| Debt To Equity | 1.24 % | 48.70 % |
| Current Ratio | 2.04 X | 2.16 X |
| Book Value Per Share | 15.51 X | 1.93 K |
| Cash Flow From Operations | 204.9 M | 971.22 M |
| Short Ratio | 3.81 X | 4.00 X |
| Earnings Per Share | 0.30 X | 3.12 X |
| Price To Earnings To Growth | 1.23 X | 4.89 X |
| Target Price | 55.41 | |
| Number Of Employees | 2.3 K | 18.84 K |
| Beta | 1.7 | -0.15 |
| Market Capitalization | 19.14 B | 19.03 B |
| Total Asset | 21.18 B | 29.47 B |
| Retained Earnings | 2.08 B | 9.33 B |
| Annual Yield | 0.03 % |
Note: Carlyle exotic insider transaction detected [view details]
Carlyle Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Carlyle . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
| Accumulation Distribution | 59803.0 | |||
| Daily Balance Of Power | (0.47) | |||
| Rate Of Daily Change | 0.98 | |||
| Day Median Price | 53.34 | |||
| Day Typical Price | 53.12 | |||
| Price Action Indicator | (1.04) | |||
| Period Momentum Indicator | (0.82) |
About Carlyle Buy or Sell Advice
When is the right time to buy or sell Carlyle Group? Buying financial instruments such as Carlyle Stock isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.
Use Investing Ideas to Build Portfolios
In addition to having Carlyle 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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Office Supplies
Companies producing and selling office supplies, and accessories. The Office Supplies theme has 46 constituents at this time.
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Check out Carlyle Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. You can also try the Portfolio Backtesting module to avoid under-diversification and over-optimization by backtesting your portfolios.
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 0.3 | Revenue Per Share 12.899 | Quarterly Revenue Growth 3.192 |
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.