CG:NSD-Carlyle Group Inc (USD)

COMMON STOCK | Asset Management | NSD

Last Closing Price

USD 35.35

Change

+1.23 (+3.60)%

Market Cap

USD 12.27B

Volume

3.57M

Avg Analyst Target

USD 53.06 (+50.11%)

Avg User Target

USD
Average Analyst Rating

Verdict

Fundamental Analysis

Verdict


CG Stock Forecast & Price:
Based on the Carlyle Group Inc stock forecasts from 9 analysts, the average analyst target price for Carlyle Group Inc is USD 53.06 over the next 12 months. Carlyle Group Inc’s average analyst rating is Buy . Stock Target Advisor’s own stock analysis of Carlyle Group Inc is Slightly Bullish , which is based on 11 positive signals and 7 negative signals. At the last closing, Carlyle Group Inc’s stock price was USD 35.35. Carlyle Group Inc’s stock price has changed by -8.80% over the past week, +10.50% over the past month and -25.11% over the last year.

About Carlyle Group Inc (CG:NSD)

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 distres ...Read More

Technical Indicators

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2022-08-10 )

Largest Industry Peers for Asset Management

Symbol Name Price(Change) Market Cap Price / Earning Ratio EV/EBITDA
TROW T. Rowe Price Group Inc

+5.20 (+4.17%)

USD28.14B 12.02 7.27
NTRS Northern Trust Corporation

+3.04 (+3.07%)

USD20.63B 13.47 N/A
ARCC Ares Capital Corporation

-0.01 (-0.05%)

USD10.19B 9.16 10.19
SEIC SEI Investments Company

+1.33 (+2.39%)

USD7.57B 13.44 8.08
HLNE Hamilton Lane Inc

+2.69 (+3.74%)

USD3.90B 17.82 8.80
PSEC Prospect Capital Corporation

+0.08 (+1.01%)

USD3.11B 3.75 9.42
FOCS Focus Financial Partners Inc

+2.02 (+5.01%)

USD2.73B 68.46 10.73
GBDC Golub Capital BDC Inc

-0.09 (-0.63%)

USD2.44B 8.49 18.93
VCTR Victory Capital Holdings Inc

+0.81 (+2.94%)

USD1.89B 7.39 6.69
GCMG GCM Grosvenor Inc

+0.35 (+4.30%)

USD1.55B 20.05 3.74

ETFs Containing CG

Symbol Name Weight Mer Price(Change) Market Cap
FAD First Trust Multi Cap Gro.. 0.00 % 0.63 %

+2.35 (+2.31%)

USD0.17B
FTC First Trust Large Cap Gro.. 0.00 % 0.59 %

+1.98 (+2.04%)

USD0.93B
FXO First Trust Financials Al.. 0.00 % 0.61 %

+1.12 (+2.68%)

USD1.11B
LMLP UBS ETRACS Monthly Pay 2x.. 0.00 % 0.85 %

N/A

USD0.02B
PSP Invesco Global Listed Pri.. 0.00 % 1.44 %

+0.39 (+3.65%)

USD0.17B
HFG:CA Hamilton Global Financial.. 0.00 % 0.90 %

+0.34 (+1.69%)

N/A
HUM:CA Hamilton U.S. Mid/Small-C.. 0.00 % 0.90 %

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 -35.61% 8% F 32% F
Dividend Return 1.64% 21% F 59% F
Total Return -33.97% 8% F 32% F
Trailing 12 Months  
Capital Gain -25.66% 25% F 45% F
Dividend Return 2.42% 17% F 53% F
Total Return -23.24% 16% F 46% F
Trailing 5 Years  
Capital Gain 67.54% 94% A 73% C
Dividend Return 28.72% 26% F 91% A-
Total Return 96.26% 90% A- 78% C+
Average Annual (5 Year Horizon)  
Capital Gain 24.87% 93% A 82% B-
Dividend Return 4.81% 22% F 88% B+
Total Return 29.67% 95% A 83% B
Risk Return Profile  
Volatility (Standard Deviation) 39.15% 31% F 38% F
Risk Adjusted Return 75.80% 88% B+ 94% A
Market Capitalization 12.27B 97% A+ 94% A
Letter Grade Percentage Letter Grade Percentage Letter Grade Percentage
A+ 97%-100% A 93%-96% A- 90%-92%
B+ 87%-89% B 83%-86% B- 80%-82%
C+ 77%-79% C 73%-76% C- 70%-72%
D+ 67%-69% D 63%-66% D- 60%-62%
F 0%-59%

Key Financial Ratios

  Ratio vs. Industry/Classification
(Asset Management)
Ratio vs. Market
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
Market Value  
Price / Earning Ratio 6.21 78% C+ 82% B-
Price/Book Ratio 2.29 18% F 40% F
Price / Cash Flow Ratio 6.85 34% F 36% F
EV/EBITDA 8.60 48% F 33% F
Management Effectiveness  
Return on Equity 37.12% 98% A+ 94% A
Return on Invested Capital 25.95% 89% B+ 91% A-
Return on Assets 9.06% 84% B 90% A-
Debt to Equity Ratio 150.82% 36% F 14% F
Technical Ratios  
Dividend Yield 3.42% 15% F 62% D-
Short Ratio 6.63 12% F 19% F
Short Percent 7.46% 9% F 24% F
Beta 1.63 13% F 19% F
Letter Grade Percentage Letter Grade Percentage Letter Grade Percentage
A+ 97%-100% A 93%-96% A- 90%-92%
B+ 97%-89% B 83%-86% B- 80%-82%
C+ 77%-79% C 73%-76% C- 70%-72%
D+ 67%-69% D 63%-66% D- 60%-62%
F 0%-59%

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Ratings

Target Price Action Rating Action Analyst Rating Price Date

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User / Independent Analyst Ratings

User Name Target Rating Target Horizon (Months) Target Price User Analysis Date Comment

Fundamental Analysis Breakdown

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.

Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

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.

Underpriced compared to earnings

The stock is trading low compared to its peers on a price to earning basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.

Superior return on equity

The company management has delivered better return on equity in the most recent 4 quarters than its peers, placing it in the top quartile.

Superior capital utilization

The company management has delivered better return on invested capital in the most recent 4 quarters than its peers, placing it in the top quartile.

Superior return on assets

The company management has delivered better return on assets in the most recent 4 quarters than its peers, placing it in the top quartile.

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.

Superior Earnings Growth

This stock has shown top quartile earnings growth in the previous 5 years compared to its sector.

High Gross Profit to Asset Ratio

This stock is in the top quartile compared to its peers on Gross Profit to Asset Ratio. This is a popular measure among value investors for showing superior returns in the long run.

What to not like:
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.

Below median total returns

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

Overpriced compared to book value

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

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.

Highly leveraged

The company is in the bottom half compared to its sector peers on debt to equity and is highly leveraged. However, do check the news and look at its sector and management statements. Sometimes this is high because the company is trying to grow aggressively.

Overpriced on free cash flow basis

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

Low Dividend Growth

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