CG:NSD-Carlyle Group Inc (USD)

COMMON STOCK | Asset Management |

Last Closing

USD 51.18

Change

+1.03 (+2.05)%

Market Cap

USD 18.90B

Volume

0.64M

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)

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Relative Returns (From:    To: 2024-12-24 )

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ETFs Containing CG

GPEQ:AU VanEck Global Listed Priv.. 5.08 % 0.00 %

+0.19 (+1.43%)

N/A
LBO WHITEWOLF Publicly Listed.. 5.05 % 0.00 %

+0.48 (+1.43%)

USD 3.11M
MXF:CA 4.55 % 0.74 %

N/A

N/A
NGPE:CA NBI Global Private Equity.. 3.98 % 0.00 %

+0.13 (+1.43%)

CAD 0.41B
FLPE:XETRA FlexShares® Listed Priva.. 3.63 % 0.00 %

N/A

N/A
FLPE:LSE FlexShares® Listed Priva.. 2.32 % 0.00 %

+0.11 (+1.43%)

USD 0.34B
DON WisdomTree U.S. MidCap Di.. 0.00 % 0.38 %

+0.40 (+1.43%)

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

+1.57 (+1.43%)

N/A
LMLP 0.00 % 0.00 %

N/A

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

+0.82 (+1.43%)

N/A
PZC:CA 0.00 % 0.67 %

N/A

N/A
UMI:CA CI U.S. MidCap Dividend I.. 0.00 % 0.41 %

-0.20 (1.43%)

CAD 0.02B
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 25.78% 82% B 78% C+
Dividend Return 2.58% 7% C- 46% F
Total Return 28.36% 79% B- 79% B-
Trailing 12 Months  
Capital Gain 25.20% 82% B 78% C+
Dividend Return 2.57% 7% C- 46% F
Total Return 27.76% 78% C+ 79% B-
Trailing 5 Years  
Capital Gain 63.78% 91% A- 78% C+
Dividend Return 18.08% 10% F 72% C
Total Return 81.86% 82% B 81% B-
Average Annual (5 Year Horizon)  
Capital Gain 21.01% 87% B+ 74% C
Dividend Return 24.17% 80% B- 76% C+
Total Return 3.16% 29% F 70% C-
Risk Return Profile  
Volatility (Standard Deviation) 43.82% 20% F 43% F
Risk Adjusted Return 55.15% 70% C- 81% B-
Market Capitalization 18.90B 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 dividend returns

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.

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:
Poor return on assets

The company management has delivered below median return on assets in the most recent 4 quarters compared to its peers.

Poor return on equity

The company management has delivered below median return on equity in the most recent 4 quarters compared to its peers.

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