Carlyle Group Stock Filter Stocks by Fundamentals
| CG Stock | USD 45.61 0.34 0.75% |
Fundamental analysis of Carlyle allows traders to better anticipate movements in Carlyle's stock price by examining its financial health and performance throughout various phases of its business cycle.
Carlyle | Shares Owned by Institutions | Build AI portfolio with Carlyle Stock |
Carlyle Current Valuation Drivers
We derive many important indicators used in calculating different scores of Carlyle from analyzing Carlyle's financial statements. These drivers represent accounts that assess Carlyle's ability to generate profits relative to its revenue, operating costs, and shareholders' equity. Below are some of Carlyle's important valuation drivers and their relationship over time.
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 (projected) | ||
| Market Cap | 11.0B | 19.5B | 10.8B | 14.7B | 18.1B | 19.0B | |
| Enterprise Value | 17.9B | 25.4B | 17.9B | 22.2B | 25.5B | 26.8B |
Carlyle ESG Sustainability
Some studies have found that companies with high sustainability scores are getting higher valuations than competitors with lower social-engagement activities. While most ESG disclosures are voluntary and do not directly affect the long term financial condition, Carlyle's sustainability indicators can be used to identify proper investment strategies using environmental, social, and governance scores that are crucial to Carlyle's managers, analysts, and investors.Environmental | Governance | Social |
Carlyle Institutional Holders
Institutional Holdings refers to the ownership stake in Carlyle that is held by large financial organizations, pension funds or endowments. Institutions may purchase large blocks of Carlyle's outstanding shares and can exert considerable influence upon its management. Institutional holders may also work to push the share price higher once they own the stock. Extensive social media coverage, TV shows, articles in high-profile magazines, and presentations at investor conferences help move the stock higher, increasing Carlyle's value.| Shares | Ariel Investments, Llc | 2025-03-31 | 4.8 M | Geode Capital Management, Llc | 2025-03-31 | 4.1 M | Ubs Group Ag | 2024-12-31 | 3.2 M | Legal & General Group Plc | 2025-03-31 | 3.1 M | Beutel, Goodman & Company Ltd. | 2025-03-31 | 2.9 M | Ameriprise Financial Inc | 2025-03-31 | 2.7 M | Frontier Capital Management Co Inc | 2025-03-31 | 2.6 M | Fmr Inc | 2025-03-31 | 2.6 M | Dimensional Fund Advisors, Inc. | 2025-03-31 | 2.4 M | Blackrock Inc | 2025-03-31 | 29.3 M | Vanguard Group Inc | 2025-03-31 | 24.3 M |
Carlyle Fundamentals
| Return On Equity | 0.19 | ||||
| Return On Asset | 0.0512 | ||||
| Profit Margin | 0.22 % | ||||
| Operating Margin | 0.20 % | ||||
| Current Valuation | 25.77 B | ||||
| Shares Outstanding | 361.14 M | ||||
| Shares Owned By Insiders | 26.34 % | ||||
| Shares Owned By Institutions | 64.52 % | ||||
| Number Of Shares Shorted | 12.47 M | ||||
| Price To Earning | 6.52 X | ||||
| Price To Book | 2.92 X | ||||
| Price To Sales | 3.23 X | ||||
| Revenue | 4.09 B | ||||
| Gross Profit | 3.43 B | ||||
| EBITDA | 1.58 B | ||||
| Net Income | 1.08 B | ||||
| Cash And Equivalents | 1.61 B | ||||
| Cash Per Share | 4.42 X | ||||
| Total Debt | 9.5 B | ||||
| Debt To Equity | 1.24 % | ||||
| Current Ratio | 2.04 X | ||||
| Book Value Per Share | 15.46 X | ||||
| Cash Flow From Operations | (759.5 M) | ||||
| Short Ratio | 4.00 X | ||||
| Earnings Per Share | 2.94 X | ||||
| Price To Earnings To Growth | 1.07 X | ||||
| Target Price | 49.17 | ||||
| Number Of Employees | 2.3 K | ||||
| Beta | 1.84 | ||||
| Market Capitalization | 16.28 B | ||||
| Total Asset | 23.1 B | ||||
| Retained Earnings | 2.04 B | ||||
| Annual Yield | 0.03 % | ||||
| Five Year Return | 4.51 % | ||||
| Net Asset | 23.1 B | ||||
| Last Dividend Paid | 1.4 |
About Carlyle Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Carlyle Group's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Carlyle using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Carlyle Group based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
Currently Active Assets on Macroaxis
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| SPTI | SPDR Portfolio Intermediate |
Check out Carlyle Piotroski F Score and Carlyle Altman Z Score analysis. You can also try the Premium Stories module to follow Macroaxis premium stories from verified contributors across different equity types, categories and coverage scope.
Is Asset Management & Custody Banks space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Carlyle. If investors know Carlyle will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Carlyle listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth 0.944 | Dividend Share 1.4 | Earnings Share 2.94 | Revenue Per Share | Quarterly Revenue Growth 0.561 |
The market value of Carlyle Group is measured differently than its book value, which is the value of Carlyle that is recorded on the company's balance sheet. Investors also form their own opinion of Carlyle's value that differs from its market value or its book value, called intrinsic value, which is Carlyle's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Carlyle's market value can be influenced by many factors that don't directly affect Carlyle's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Carlyle's value and its price as these two are different measures arrived at by different means. Investors typically determine if Carlyle is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Carlyle's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.