CG:NSD-Carlyle Group Inc (USD)

COMMON STOCK | Asset Management |

Last Closing

USD 51.09

Change

-0.03 (-0.06)%

Market Cap

USD 17.73B

Volume

1.03M

Analyst Target

USD 30.93
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The Carlyle Group Inc. is an investment firm specializing in direct and fund of fund investments. Within direct investments, it specializes in management-led/ Leveraged buyouts, privatizations, divestitures, strategic minority equity investments, structured credit, global distressed and corporate opportunities, small and middle market, equity private placements, consolidations and buildups, senior debt, mezzanine and leveraged finance, and venture and growth capital financings, seed/startup, early venture, emerging growth, turnaround, mid venture, late venture, PIPES. The firm invests across four segments which include Corporate Private Equity, Real Assets, Global Market Strategies, and Solutions. The firm typically invests in industrial, agribusiness, ecological sector, fintech, airports, parking, Plastics, Rubber, diversified natural resources, minerals, farming, aerospace, defense, automotive, consumer, retail, industrial, infrastructure, energy, power, healthcare, software, software enabled services, semiconductors, communications infrastructure, financial technology, utilities, gaming, systems and related supply chain, electronic systems, systems, oil and gas, processing facilities, power generation assets, technology, systems, real estate, financial services, transportation, business services, telecommunications, media, and logistics sectors. Within the industrial sector, the firm invests in manufacturing, building products, packaging, chemicals, metals and mining, forestry and paper products, and industrial consumables and services. In consumer and retail sectors, it invests in food and beverage, retail, restaurants, consumer products, domestic consumption, consumer services, personal care products, direct marketing, and education. Within aerospace, defense, business services, and government services sectors, it seeks to invest in defense electronics, manufacturing and services, government contracting and services, information technology, distribution companies. In telecommunication and media sectors, it i

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-10-30 )

Largest Industry Peers for Asset Management

Symbol Name Price(Change) Market Cap
TPG TPG Inc

-0.05 (-0.07%)

USD 24.44B
TROW T. Rowe Price Group Inc

-0.57 (-0.51%)

USD 24.41B
NTRS Northern Trust Corporation

-0.86 (-0.84%)

USD 19.31B
ARCC Ares Capital Corporation

-0.23 (-1.07%)

USD 13.60B
HLNE Hamilton Lane Inc

-0.60 (-0.33%)

USD 9.74B
SEIC SEI Investments Company

+0.07 (+0.09%)

USD 9.24B
STEP Stepstone Group Inc

-0.64 (-1.03%)

USD 7.10B
GBDC Golub Capital BDC Inc

-0.07 (-0.46%)

USD 4.11B
VCTR Victory Capital Holdings Inc

+0.49 (+0.80%)

USD 3.83B
PSEC Prospect Capital Corporation

-0.06 (-1.15%)

USD 2.29B

ETFs Containing CG

LBO 4.94 % 0.00 %

N/A

N/A
MXF:CA 4.55 % 0.74 %

N/A

N/A
GPEQ:AU VanEck Global Listed Priv.. 4.43 % 0.00 %

-0.17 (0.44%)

N/A
FLPE:XETRA FlexShares® Listed Priva.. 3.63 % 0.00 %

-0.11 (0.44%)

N/A
NGPE:CA NBI Global Private Equity.. 3.45 % 0.00 %

-0.20 (0.44%)

CAD 0.41B
FXM:CA First Asset Morningstar C.. 3.38 % 0.67 %

+0.02 (+0.44%)

CAD 0.31B
FLPE:LSE FlexShares® Listed Priva.. 2.32 % 0.00 %

-0.04 (0.44%)

USD 0.33B
SMTV:LSE VanEck Morningstar US SMI.. 1.61 % 0.00 %

+0.08 (+0.44%)

USD 9.05M
DON WisdomTree U.S. MidCap Di.. 0.00 % 0.38 %

+0.24 (+0.44%)

N/A
KCE SPDR® S&P Capital Market.. 0.00 % 0.35 %

-0.32 (0.44%)

N/A
LMLP 0.00 % 0.00 %

N/A

N/A
PSP Invesco Global Listed Pri.. 0.00 % 0.64 %

+0.07 (+0.44%)

N/A
PZC:CA 0.00 % 0.67 %

N/A

N/A
GOGO:CA 0.00 % 0.68 %

N/A

N/A
UMI-B:CA CI WisdomTree U.S. MidCap.. 0.00 % 0.00 %

N/A

N/A

Market Performance

  Market Performance vs. Industry/Classification (Asset Management) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 25.56% 78% C+ 70% C-
Dividend Return N/A N/A N/A N/A N/A
Total Return 25.56% 79% B- 70% C-
Trailing 12 Months  
Capital Gain 85.38% 80% B- 76% C+
Dividend Return N/A N/A N/A N/A N/A
Total Return 85.38% 82% B 76% C+
Trailing 5 Years  
Capital Gain 82.53% 84% B 75% C
Dividend Return N/A N/A N/A N/A N/A
Total Return 82.53% 87% B+ 76% C+
Average Annual (5 Year Horizon)  
Capital Gain 18.81% 83% B 74% C
Dividend Return 22.01% 82% B 75% C
Total Return 3.20% 26% F 68% D+
Risk Return Profile  
Volatility (Standard Deviation) 43.38% 23% F 43% F
Risk Adjusted Return 50.75% 67% D+ 78% C+
Market Capitalization 17.73B 95% A 95% A

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

Positive cash flow

The company had positive total cash flow in the most recent four quarters.

Positive free cash flow

The company had positive total free cash flow in the most recent four quarters.

What to not like:
Overpriced on cashflow basis

The stock is trading high compared to its peers on a price to cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.

Overpriced compared to book value

The stock is trading high compared to its peers median on a price to book value basis.

Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.

Low Earnings Growth

This stock has shown below median earnings growth in the previous 5 years compared to its sector

Low Revenue Growth

This stock has shown below median revenue growth in the previous 5 years compared to its sector

Low Dividend Growth

This stock has shown below median dividend growth in the previous 5 years compared to its sector.