Carlyle Valuation
| CG Stock | USD 52.70 0.82 1.53% |
At this time, the firm appears to be overvalued. Carlyle Group shows a prevailing Real Value of $48.11 per share. The current price of the firm is $52.7. Our model approximates the value of Carlyle Group from analyzing the firm fundamentals such as Profit Margin of 0.03 %, current valuation of 27.31 B, and Return On Equity of 0.0301 as well as examining its technical indicators and probability of bankruptcy. Key fundamental drivers impacting Carlyle's valuation include:
Price Book 3.4513 | Enterprise Value 27.3 B | Enterprise Value Ebitda 8.596 | Price Sales 4.1288 | Forward PE 11.9332 |
Overvalued
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.
The fair value of the Carlyle stock is determined by what a typical buyer is willing to pay for full or partial control of Carlyle Group. 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 52.7 | Real 48.11 | Target 38.07 | Hype 53.08 | Naive 54.82 |
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, 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, or news.
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: 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 all methods to arrive at a better estimate.
Carlyle Cash |
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Carlyle Valuation Trend
Comparing Carlyle's enterprise value against its market capitalization is a good way to estimate the value of Carlyle Group uage its performance over time. This information may sometimes be enough for investors to make reasonable market timing decisions.
Carlyle Revenue by Product
Carlyle Total Value Analysis
Carlyle Group is currently forecasted to have takeover value of 27.31 B with market capitalization of 19.14 B, debt of 9.26 B, and cash on hands of 1.61 B. Please note that takeover value may be misleading and is a subject to accounting mistakes. We encourage investors to methodically examine all of the Carlyle fundamentals before making investment evaluation based on enterprise value of the company| Takeover Price | Market Cap | Debt Obligations | Cash |
27.31 B | 19.14 B | 9.26 B | 1.61 B |
Carlyle Investor Information
About 28.0% of the company shares are held by company insiders. The book value of Carlyle was currently reported as 15.51. The company has Price/Earnings To Growth (PEG) ratio of 1.23. Carlyle Group last dividend was issued on the 18th of November 2024. Based on the measurements of operating efficiency obtained from Carlyle's historical financial statements, Carlyle Group is not in a good financial situation at this time. It has a very high probability of going through financial hardship in December.Carlyle Asset Utilization
The concept of asset utilization usually refers to the revenue earned for every dollar of assets a company currently reports. The current return on assets of Carlyle implies not a very effective usage of assets in November.Carlyle Ownership Allocation
Carlyle holds a total of 357.68 Million outstanding shares. Over half of Carlyle's outstanding shares are owned by other corporate entities. These other corporate entities are typically referred to as corporate investors that acquire positions in a given instrument to benefit from reduced trade commissions. On December 1, 2021, Representative Thomas Suozzi of US Congress acquired $50k to $100k worth of Carlyle Group's common stock.Carlyle Profitability Analysis
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 Past Distributions to stockholders
| 26th of August 2024 | ||
| 21st of May 2024 | ||
| 1st of March 2024 | ||
| 29th of November 2023 | ||
| 23rd of August 2023 | ||
| 23rd of May 2023 | ||
| 1st of March 2023 |
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 Carlyle's current worth on a weekly basis. Our valuation model uses a comparative analysis of Carlyle. We calculate exposure to Carlyle's market risk, different technical and fundamental indicators, and relevant financial multiples and ratios and then compare them to those of 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 | 0.59 | 0.39 | |
| Net Loss | (0.23) | (0.22) | |
| Gross Profit Margin | 0.36 | 0.35 |
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 current Dividends Paid is estimated to decrease to about 315 M. The current Dividend Yield is estimated to decrease to 0.03. 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 | 315 M | |
| Dividend Yield | 0.03 | 0.03 | |
| Dividend Payout Ratio | (0.82) | (0.78) | |
| Dividend Paid And Capex Coverage Ratio | 0.36 | 0.34 |
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
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 | 6.409 | |
| Forward Price Earnings | 11.9332 |
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.
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.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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