Is Carlyle Stock a Good Investment?
Carlyle Investment Advice | CGABL |
- Examine Carlyle's financial health by looking at its balance sheet, income statement, and cash flow statement. Analyze key financial ratios, such as Price-to-Earnings (P/E), Price-to-Sales (P/S), and Price-to-Book (P/B), to determine whether the stock is fairly valued or over/undervalued.
- Research Carlyle's leadership team and their track record. Good management can help Carlyle navigate difficult times and make strategic decisions that benefit shareholders and increases its net worth.
- Consider the overall health of the Trading space and any emerging trends that could impact Carlyle's business and its evolving consumer preferences.
- Compare Carlyle's performance and market position to its competitors. Analyze how Carlyle is positioned in terms of product offerings, innovation, and market share.
- Check if Carlyle pays a dividend and its dividend yield and payout ratio.
- Review what financial analysts are saying about Carlyle's stock and their price targets. However, remember that analysts' opinions can vary, and their predictions may not always be accurate.
It's important to note that investing in The Carlyle Group stock, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember that it's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. Below is a detailed guide on how to decide if The Carlyle Group is a good investment.
Sell | Buy |
Hold
Market Performance | Very Weak | Details | |
Volatility | Very steady | Details | |
Hype Condition | Low key | Details | |
Current Valuation | Fairly Valued | Details | |
Odds Of Distress | Below Average | Details | |
Economic Sensitivity | Barely shadows the market | Details | |
Investor Sentiment | Alarmed | Details | |
Analyst Consensus | Not Available | Details | |
Financial Strenth (F Score) | Strong | Details | |
Financial Leverage | Inapplicable | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
Examine Carlyle Stock
Researching Carlyle's stock involves analyzing various aspects of the company and its industry to make an informed investment decision. The key areas to focus on are fundamentals, business model and competitive advantage. It is also important to analyze trends in revenue, net income, and cash flow, as well as key financial ratios, such as price-to-earnings (P/E), price-to-sales (P/S), and debt-to-equity (D/E). The company last dividend was issued on the 15th of November 2025.
To determine if Carlyle is a good investment, evaluating the company's potential for future growth is also very important. This may include expanding into new markets, launching new products or services, or improving operational efficiency. Companies with strong growth prospects can be more attractive investments. This aspect of the research should be conducted in the context of the overall market and industry in which the company operates and should include an analysis of growth potential, competitive landscape, and any regulatory or economic factors that could impact the business. Some of the essential points regarding Carlyle's research are outlined below:
| Carlyle Group generated a negative expected return over the last 90 days | |
| The company reported the revenue of 2.96 B. Net Loss for the year was (579.3 M) with profit before overhead, payroll, taxes, and interest of 0. | |
| Carlyle Group has a strong financial position based on the latest SEC filings | |
| On 15th of November 2024 Carlyle paid $ 0.2891 per share dividend to its current shareholders | |
| Latest headline from news.google.com: The Carlyle Group Inc. agreed to acquire an unknown majority stake in Waste Services Group from Livingbridge EP LLP. - Marketscreener.com |
Carlyle Quarterly Liabilities And Stockholders Equity |
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Carlyle's market capitalization trends
The company currently falls under 'Large-Cap' category with a current market capitalization of 16.14 B.Market Cap |
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Carlyle's profitablity analysis
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | (0.03) | (0.03) | |
| Return On Capital Employed | (0.05) | (0.05) | |
| Return On Assets | (0.03) | (0.03) | |
| Return On Equity | (0.11) | (0.10) |
Determining Carlyle's profitability involves analyzing its financial statements and using various financial metrics to determine if Carlyle is a good buy. For example, gross profit margin measures Carlyle's profitability after accounting for the cost of goods sold, while net profit margin measures profitability after accounting for all expenses. Other important metrics include return on assets, return on equity, and free cash flow. By reviewing multiple sources and metrics, you can gain a complete picture of Carlyle's profitability and make more informed investment decisions.
Basic technical analysis of Carlyle Stock
As of the 16th of December 2024, Carlyle shows the Mean Deviation of 0.6974, risk adjusted performance of (0.04), and Coefficient Of Variation of (1,857). Carlyle Group technical analysis gives you the methodology to make use of historical prices and volume patterns to determine a pattern that approximates the direction of the firm's future prices. Please confirm Carlyle Group standard deviation, as well as the relationship between the treynor ratio and potential upside to decide if Carlyle Group is priced correctly, providing market reflects its regular price of 18.33 per share. Given that Carlyle has information ratio of (0.15), we suggest you to validate The Carlyle Group's prevailing market performance to make sure the company can sustain itself at a future point.Carlyle's insider trading activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Carlyle insiders, such as employees or executives, is commonly permitted as long as it does not rely on Carlyle's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Carlyle insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Welters Anthony over a month ago Acquisition by Welters Anthony of 6238 shares of Carlyle subject to Rule 16b-3 | ||
Buser Curtis L. over six months ago Acquisition by Buser Curtis L. of 42585 shares of Carlyle subject to Rule 16b-3 | ||
Larson Bruce M. over six months ago Acquisition by Larson Bruce M. of 214128 shares of Carlyle subject to Rule 16b-3 | ||
Cg Subsidiary Holdings L.l.c. over six months ago Acquisition by Cg Subsidiary Holdings L.l.c. of 3012049 shares of Carlyle at 8.3 subject to Rule 16b-3 |
Understand Carlyle's technical and predictive indicators
Using predictive indicators to make investment decisions involves analyzing Carlyle's various financial and market-based factors to help forecast future trends and identify investment opportunities. Select the indicators that are most relevant to your investment strategy. Each indicator has its own strengths and weaknesses, so it's essential to combine multiple indicators to get a more comprehensive view of the market and reduce the risk of making poor decisions based on limited data.
| Risk Adjusted Performance | (0.04) | |||
| Market Risk Adjusted Performance | (0.40) | |||
| Mean Deviation | 0.6974 | |||
| Coefficient Of Variation | (1,857) | |||
| Standard Deviation | 1.03 | |||
| Variance | 1.05 | |||
| Information Ratio | (0.15) | |||
| Jensen Alpha | (0.08) | |||
| Total Risk Alpha | (0.19) | |||
| Treynor Ratio | (0.41) | |||
| Maximum Drawdown | 7.05 | |||
| Value At Risk | (1.50) | |||
| Potential Upside | 1.35 | |||
| Skewness | 1.89 | |||
| Kurtosis | 9.14 |
| Risk Adjusted Performance | (0.04) | |||
| Market Risk Adjusted Performance | (0.40) | |||
| Mean Deviation | 0.6974 | |||
| Coefficient Of Variation | (1,857) | |||
| Standard Deviation | 1.03 | |||
| Variance | 1.05 | |||
| Information Ratio | (0.15) | |||
| Jensen Alpha | (0.08) | |||
| Total Risk Alpha | (0.19) | |||
| Treynor Ratio | (0.41) | |||
| Maximum Drawdown | 7.05 | |||
| Value At Risk | (1.50) | |||
| Potential Upside | 1.35 | |||
| Skewness | 1.89 | |||
| Kurtosis | 9.14 |
Consider Carlyle's intraday indicators
Carlyle intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Carlyle stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
| Accumulation Distribution | 267.66 | |||
| Daily Balance Of Power | (0.46) | |||
| Rate Of Daily Change | 0.99 | |||
| Day Median Price | 18.46 | |||
| Day Typical Price | 18.42 | |||
| Price Action Indicator | (0.20) | |||
| Period Momentum Indicator | (0.13) |
Carlyle Corporate Filings
F4 | 13th of December 2024 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
F3 | 15th of November 2024 An amendment to the original Schedule 13D filing | ViewVerify |
13A | 14th of November 2024 An amended filing to the original Schedule 13G | ViewVerify |
| 8th of November 2024 Other Reports | ViewVerify |
Carlyle Stock media impact
Far too much social signal, news, headlines, and media speculation about Carlyle that are available to investors today. That information is available publicly through Carlyle media outlets and privately through word of mouth or via Carlyle internal channels. However, regardless of the origin, that massive amount of Carlyle data is challenging to quantify into actionable patterns, especially for investors that are not very sophisticated with ever-evolving tools and techniques used in the investment management field.
A primary focus of Carlyle news analysis is to determine if its current price reflects all relevant headlines and social signals impacting the current market conditions. A news analyst typically looks at the history of Carlyle relative headlines and hype rather than examining external drivers such as technical or fundamental data. It is believed that price action tends to repeat itself due to investors' collective, patterned thinking related to Carlyle's headlines and news coverage data. This data is often completely overlooked or insufficiently analyzed for actionable insights to drive Carlyle alpha.
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 The 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 bureau of labor statistics. You can also try the Portfolio Analyzer module to portfolio analysis module that provides access to portfolio diagnostics and optimization engine.
Is Trading 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.
Return On Equity 0.6868 |
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.
In summary, please note that there is a difference between Carlyle's value and its price, as these two are different measures arrived at by various 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.