Values as of: 2024-11-13
COMMON STOCK | Asset Management |
Last Closing
USD 51.34Change
-0.93 (-1.78)%Market Cap
USD 17.83BVolume
1.87MAnalyst Target
USD 30.93Verdict
Verdict
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
Company Website : https://www.carlyle.com
Currency: USD
Country : USA
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| Symbol | Name | Weight | Mer | Price(Change) | Market Cap |
|---|---|---|---|---|---|
| LBO | 5.15 % | 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 % |
-0.29 (0.24%) |
N/A |
| FLPE:XETRA | FlexShares® Listed Priva.. | 3.63 % | 0.00 % |
+0.09 (+0.24%) |
N/A |
| NGPE:CA | NBI Global Private Equity.. | 3.45 % | 0.00 % |
-0.61 (0.24%) |
CAD 0.41B |
| FXM:CA | First Asset Morningstar C.. | 3.38 % | 0.67 % |
-0.34 (0.24%) |
CAD 0.31B |
| ZGD:CA | BMO Equal Weight Global G.. | 2.97 % | 0.61 % |
-0.51 (0.24%) |
CAD 0.11B |
| FLPE:LSE | FlexShares® Listed Priva.. | 2.37 % | 0.00 % |
+0.05 (+0.24%) |
USD 0.34B |
| SMTV:LSE | VanEck Morningstar US SMI.. | 1.61 % | 0.00 % |
+0.04 (+0.24%) |
USD 9.05M |
| DON | WisdomTree U.S. MidCap Di.. | 0.00 % | 0.38 % |
-0.17 (0.24%) |
N/A |
| KCE | SPDR® S&P Capital Market.. | 0.00 % | 0.35 % |
-1.58 (0.24%) |
N/A |
| LMLP | 0.00 % | 0.00 % |
N/A |
N/A | |
| PSP | Invesco Global Listed Pri.. | 0.00 % | 0.64 % |
-1.27 (0.24%) |
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 vs. Industry/Classification (Asset Management) | Market Performance vs. Exchange | ||||||
| Value | Sector Median | Percentile Rank | Grade | Market Median | Percentile Rank | Grade | |
| YTD | |||||||
| Capital Gain | 26.17% | 83% | B | 79% | B- | ||
| Dividend Return | 2.58% | 7% | C- | 49% | F | ||
| Total Return | 28.75% | 83% | B | 79% | B- | ||
| Trailing 12 Months | |||||||
| Capital Gain | 61.45% | 88% | B+ | 85% | B | ||
| Dividend Return | 4.40% | 18% | F | 63% | D | ||
| Total Return | 65.85% | 88% | B+ | 86% | B+ | ||
| Trailing 5 Years | |||||||
| Capital Gain | 80.77% | 91% | A- | 79% | B- | ||
| Dividend Return | 19.89% | 13% | F | 76% | C+ | ||
| Total Return | 100.67% | 91% | A- | 82% | B | ||
| Average Annual (5 Year Horizon) | |||||||
| Capital Gain | 19.54% | 83% | B | 73% | C | ||
| Dividend Return | 22.71% | 81% | B- | 75% | C | ||
| Total Return | 3.17% | 25% | F | 69% | C- | ||
| Risk Return Profile | |||||||
| Volatility (Standard Deviation) | 43.62% | 21% | F | 43% | F | ||
| Risk Adjusted Return | 52.07% | 67% | D+ | 79% | B- | ||
| Market Capitalization | 17.83B | 95% | A | 95% | A | ||
| 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.
The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.
This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.
The company had positive total cash flow in the most recent four quarters.
The company had positive total free cash flow in the most recent four quarters.
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.
The stock is trading high compared to its peers median on a price to book value basis.
The stock is trading high compared to its peers on a price to earning basis and is above the sector median.
The company has under performed its peers on annual average total returns in the past 5 years.
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.
This stock has shown below median earnings growth in the previous 5 years compared to its sector
This stock has shown below median revenue growth in the previous 5 years compared to its sector
This stock has shown below median dividend growth in the previous 5 years compared to its sector.
