Is Carlyle Stock a Good Investment?

Carlyle Investment Advice

To provide specific investment advice or recommendations on Carlyle Group stock, we recommend investors consider the following general factors when evaluating Carlyle Group. This will help you to make an informed decision on whether to include Carlyle in one of your diversified portfolios:

Examine Carlyle's financial health by looking at its balance sheet, income statement, and cash flow statement. Analyze key financial ratios, such as Price-to-Earnings (P/E), Price-to-Sales (P/S), and Price-to-Book (P/B), to determine whether the stock is fairly valued or over/undervalued.
Research Carlyle's leadership team and their track record. Good management can help Carlyle navigate difficult times and make strategic decisions that benefit shareholders and increases its net worth.
Consider the overall health of the Asset Management & Custody Banks space and any emerging trends that could impact Carlyle's business and its evolving consumer preferences.
Compare Carlyle's performance and market position to its competitors. Analyze how Carlyle is positioned in terms of product offerings, innovation, and market share.
Check if Carlyle pays a dividend and its dividend yield and payout ratio.
Review what financial analysts are saying about Carlyle's stock and their price targets. However, remember that analysts' opinions can vary, and their predictions may not always be accurate.

It's important to note that investing in Carlyle Group stock, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember that it's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. Below is a detailed guide on how to decide if Carlyle Group is a good investment.

Sell

Buy

Strong Buy

Our advice module provides unbiased investment recommendation that can be used to complement current average analyst sentiment on Carlyle Group. Our advice engine provides an advice for the firm potential to grow from the perspective of an investor's risk tolerance and investing horizon. To make sure Carlyle is not overpriced, please confirm all Carlyle Group fundamentals, including its price to earning, net income, book value per share, as well as the relationship between the revenue and total debt . Given that Carlyle Group has a price to earning of 6.52 X, we suggest you to validate Carlyle Group market performance and probability of bankruptcy to ensure the company can sustain itself in the current economic cycle given your prevailing risk tolerance and investing horizon.

Market Performance	Very Strong	Details
Volatility	Very steady	Details
Hype Condition	Under hyped	Details
Current Valuation	Overvalued	Details
Odds Of Distress	Very Low	Details
Economic Sensitivity	Actively responds to the market	Details
Investor Sentiment	Alarmed	Details
Analyst Consensus	Buy	Details
Financial Strenth (F Score)	Poor	Details
Financial Leverage	Not Rated	Details
Reporting Quality (M-Score)	Unlikely Manipulator	Details

Examine Carlyle Stock

Researching Carlyle's stock involves analyzing various aspects of the company and its industry to make an informed investment decision. The key areas to focus on are fundamentals, business model and competitive advantage. It is also important to analyze trends in revenue, net income, and cash flow, as well as key financial ratios, such as price-to-earnings (P/E), price-to-sales (P/S), and debt-to-equity (D/E). About 26.0% of the company shares are held by company insiders. The book value of Carlyle was currently reported as 15.46. The company has Price/Earnings To Growth (PEG) ratio of 1.45. Carlyle Group last dividend was issued on the 19th of May 2025.

To determine if Carlyle is a good investment, evaluating the company's potential for future growth is also very important. This may include expanding into new markets, launching new products or services, or improving operational efficiency. Companies with strong growth prospects can be more attractive investments. This aspect of the research should be conducted in the context of the overall market and industry in which the company operates and should include an analysis of growth potential, competitive landscape, and any regulatory or economic factors that could impact the business. Some of the essential points regarding Carlyle's research are outlined below:

	Carlyle Group reports about 1.61 B in cash with (759.5 M) of positive cash flow from operations. This results in cash-per-share (CPS) ratio of 4.42.
	Carlyle Group has a poor financial position based on the latest SEC disclosures
	Roughly 65.0% of the company shares are held by institutions such as insurance companies
	On 27th of May 2025 Carlyle paid $ 0.35 per share dividend to its current shareholders
	Latest headline from upi.com: NFLPAs Lloyd Howell resigns amid controversies, cites distraction

Carlyle Quarterly Cost Of Revenue

141.3 Million

Carlyle uses earnings reports to provide investors with an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Therefore, it is also crucial when considering investing in Carlyle Group. Every quarterly earnings report provides investors with an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to Carlyle's previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.

	7th of February 2024 Upcoming Quarterly Report	View
	2nd of May 2024 Next Financial Report	View
	31st of December 2023 Next Fiscal Quarter End	View
	7th of February 2024 Next Fiscal Year End	View
	30th of September 2023 Last Quarter Report	View
	31st of December 2022 Last Financial Announcement	View

Earnings surprises can significantly impact Carlyle's stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate. Below are the table of largest EPS Surprises Carlyle's investors have experienced.

Reported	Fiscal Date	Estimated EPS	Reported EPS	Surprise
2020-10-29	2020-09-30	0.36	0.4	0.04	11
2016-07-27	2016-06-30	0.31	0.35	0.04	12
2021-04-29	2021-03-31	0.52	0.58	0.06	11
2016-04-27	2016-03-31	0.12	0.18	0.06	50
2016-02-10	2015-12-31	0.31	0.24	-0.07	22
2015-10-28	2015-09-30	-0.36	-0.43	-0.07	19
2024-02-07	2023-12-31	0.78	0.86	0.08	10
2020-04-30	2020-03-31	0.4	0.48	0.08	20

Carlyle Target Price Consensus

Carlyle target price is determined by taking all analyst projections and averaging them out. There is no one specific way to measure analysts' performance other than comparing it to past results via a very sophisticated attribution analysis. Carlyle's target price projections below should be used in combination with other traditional price prediction techniques such as stock price forecasting, investor sentiment analysis, technical analysis, earnings estimate, and various momentum models.

Buy

Most Carlyle analysts issue ratings four times a year, at intervals of three months. Ratings are usually accompanied by a target price to help potential investors understand Carlyle stock's fair price compared to its market value. Analysts arrive at stock ratings after researching the public financial statements of Carlyle Group, talking to its executives and customers, or listening to those companies' conference calls.

Macroaxis Advice Exposure Valuation

Carlyle Target Price Projection

Carlyle's current and average target prices are 59.74 and 49.17, respectively. The current price of Carlyle is the price at which Carlyle Group is currently trading. On the other hand, Carlyle's target price is what analysts think the stock is worth or could sell for in the future. The more significant the discrepancy between the two prices, the more it stimulates investors to act.

Current Price

Carlyle Market Quote on 21st of July 2025

Low Price	59.74	Odds
High Price	60.64	Odds

59.74 Target Price

Analyst Consensus On Carlyle Target Price

Low Estimate	44.74	Odds
High Estimate	54.58	Odds

49.1682

Historical

Lowest Forecast 44.74

Target Price 49.17

Highest Forecast 54.58

Note that most analysts generally publish their price targets in research reports on specific companies, along with recommendations for the company's stock.Although price targets are often quoted in the financial news media, there could be a delay between the publication of the latest analyst outlook on Carlyle Group and the information provided on this page.

Carlyle Analyst Ratings

Carlyle's analyst stock recommendations are determined by taking an average estimate of all analysts we track and classifying them as Strong Buy, Buy, Hold, Strong Sell, or Sell. Ratings generally communicate what analysts sense about Carlyle stock, and they use a lot of effort and time to analyze it and arrive at a rating. That suggests that analyst recommendations are the outcome of an objective and thorough examination of Carlyle's financials, market performance, and future outlook by experienced professionals. Carlyle's historical ratings below, therefore, can serve as a valuable tool for investors.

Know Carlyle's Top Institutional Investors

Have you ever been surprised when a price of an equity instrument such as Carlyle is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Carlyle Group backward and forwards among themselves. Carlyle's institutional investor refers to the entity that pools money to purchase Carlyle's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.

		Shares
Vulcan Value Partners, Llc	2025-03-31	5.2 M
Ariel Investments, Llc	2025-03-31	4.8 M
Ubs Group Ag	2025-03-31	4.8 M
Geode Capital Management, Llc	2025-03-31	4.1 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
Blackrock Inc	2025-03-31	29.3 M
Vanguard Group Inc	2025-03-31	24.3 M

Note, although Carlyle's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

Carlyle's market capitalization trends

The company currently falls under 'Large-Cap' category with a market capitalization of 21.73 B.

Market Cap

19.01 Billion

Carlyle's profitablity analysis

	Last Reported	Projected for Next Year
Return On Tangible Assets	0.05	0.05
Return On Capital Employed	0.06	0.11
Return On Assets	0.04	0.05
Return On Equity	0.18	0.17

The company has Net Profit Margin (PM) of 0.22 %, which suggests that even a small decline in it sales will erase profits and may result in a net loss, or a negative profit margin. This is way below average. Likewise, it shows Net Operating Margin (NOM) of 0.2 %, which signifies that for every $100 of sales, it has a net operating income of $0.2.

Determining Carlyle's profitability involves analyzing its financial statements and using various financial metrics to determine if Carlyle is a good buy. For example, gross profit margin measures Carlyle's profitability after accounting for the cost of goods sold, while net profit margin measures profitability after accounting for all expenses. Other important metrics include return on assets, return on equity, and free cash flow. By reviewing multiple sources and metrics, you can gain a complete picture of Carlyle's profitability and make more informed investment decisions.

Evaluate Carlyle's management efficiency

Carlyle Group has Return on Asset (ROA) of 0.0512 % which means that for every $100 of assets, it generated a profit of $0.0512. This is way below average. Likewise, it shows a return on total equity (ROE) of 0.1898 %, which means that it produced $0.1898 on every 100 dollars invested by current stockholders. Carlyle's management efficiency ratios could be used to measure how well Carlyle manages its routine affairs as well as how well it operates its assets and liabilities. At this time, Carlyle's Return On Assets are most likely to slightly decrease in the upcoming years. At this time, Carlyle's Net Tangible Assets are most likely to decrease significantly in the upcoming years. The Carlyle's current Return On Tangible Assets is estimated to increase to 0.05, while Other Assets are projected to decrease to roughly 12.2 B.

	Last Reported	Projected for Next Year
Book Value Per Share	17.70	16.82
Tangible Book Value Per Share	15.93	15.14
Enterprise Value Over EBITDA	16.16	11.33
Price Book Value Ratio	3.23	4.70
Enterprise Value Multiple	16.16	11.33
Price Fair Value	3.23	4.70
Enterprise Value	25.5 B	26.8 B

At Carlyle Group, effective management practices are pivotal to sustaining long-term profitability. We delve into financial metrics and market conditions to provide a comprehensive analysis of the stock's prospects.

Dividend Yield

0.0272

Forward Dividend Yield

0.0272

Forward Dividend Rate

1.4

Beta

1.837

Basic technical analysis of Carlyle Stock

As of the 21st of July, Carlyle shows the Downside Deviation of 2.32, mean deviation of 1.65, and Risk Adjusted Performance of 0.3285. Carlyle Group technical analysis gives you the methodology to make use of historical prices and volume patterns to determine a pattern that approximates the direction of the firm's future prices. Please confirm Carlyle Group value at risk, and the relationship between the jensen alpha and semi variance to decide if Carlyle Group is priced correctly, providing market reflects its regular price of 59.74 per share. Given that Carlyle has jensen alpha of 0.5336, we suggest you to validate Carlyle Group's prevailing market performance to make sure the company can sustain itself at a future point.

Carlyle's insider trading activities

Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Carlyle insiders, such as employees or executives, is commonly permitted as long as it does not rely on Carlyle's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Carlyle insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.

		Charles Andrews over a month ago Acquisition by Charles Andrews of 302 shares of Carlyle subject to Rule 16b-3
		Lindsay Lobue over three months ago Disposition of 142 shares by Lindsay Lobue of Carlyle at 56.16 subject to Rule 16b-3
		Redett John C over a year ago Carlyle exotic insider transaction detected
		Schwartz Harvey M over a year ago Acquisition by Schwartz Harvey M of 80717 shares of Carlyle subject to Rule 16b-3

Carlyle's Outstanding Corporate Bonds

Carlyle issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Carlyle Group uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Carlyle bonds can be classified according to their maturity, which is the date when Carlyle Group has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.

	US14310FAA03 Corp Bond US14310FAA03	View
	BNP Paribas FRN Corp Bond USF1R15XK367	View
	US14314DAA19 Corp Bond US14314DAA19	View
	Morgan Stanley 3971 Corp Bond US61744YAL20	View
	US14314CAA36 Corp Bond US14314CAA36	View

View All Carlyle Corporate Bonds

Understand Carlyle's technical and predictive indicators

Using predictive indicators to make investment decisions involves analyzing Carlyle's various financial and market-based factors to help forecast future trends and identify investment opportunities. Select the indicators that are most relevant to your investment strategy. Each indicator has its own strengths and weaknesses, so it's essential to combine multiple indicators to get a more comprehensive view of the market and reduce the risk of making poor decisions based on limited data.

	Risk Adjusted Performance	0.3285
	Market Risk Adjusted Performance	0.4199
	Mean Deviation	1.65
	Semi Deviation	1.51
	Downside Deviation	2.32
	Coefficient Of Variation	289.54
	Standard Deviation	2.3
	Variance	5.28
	Information Ratio	0.2841
	Jensen Alpha	0.5336
	Total Risk Alpha	0.4618
	Sortino Ratio	0.281
	Treynor Ratio	0.4099
	Maximum Drawdown	14.63
	Value At Risk	(2.98)
	Potential Upside	4.09
	Downside Variance	5.4
	Semi Variance	2.29
	Expected Short fall	(1.93)
	Skewness	0.0801
	Kurtosis	2.22

	Risk Adjusted Performance	0.3285
	Market Risk Adjusted Performance	0.4199
	Mean Deviation	1.65
	Semi Deviation	1.51
	Downside Deviation	2.32
	Coefficient Of Variation	289.54
	Standard Deviation	2.3
	Variance	5.28
	Information Ratio	0.2841
	Jensen Alpha	0.5336
	Total Risk Alpha	0.4618
	Sortino Ratio	0.281
	Treynor Ratio	0.4099
	Maximum Drawdown	14.63
	Value At Risk	(2.98)
	Potential Upside	4.09
	Downside Variance	5.4
	Semi Variance	2.29
	Expected Short fall	(1.93)
	Skewness	0.0801
	Kurtosis	2.22

Consider Carlyle's intraday indicators

Carlyle intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Carlyle stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.

	Accumulation Distribution	0.0148
	Daily Balance Of Power	(0.48)
	Rate Of Daily Change	0.99
	Day Median Price	60.19
	Day Typical Price	60.04
	Market Facilitation Index	0.9
	Price Action Indicator	(0.66)
	Period Momentum Indicator	(0.43)

Carlyle Corporate Filings

F4	2nd of July 2025 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities	View Verify
8K	30th of May 2025 Report filed with the SEC to announce major events that shareholders should know about	View Verify
	13th of May 2025 Other Reports	View Verify
10Q	9th of May 2025 Quarterly performance report mandated by Securities and Exchange Commission (SEC), to be filed by publicly traded corporations	View Verify

Carlyle time-series forecasting models is one of many Carlyle's stock analysis techniques aimed to predict future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Carlyle's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.

Carlyle Stock media impact

There is far too much social signal, news, headlines, and media speculation about Carlyle that are available to investors today. This information is accessible both publicly - through Carlyle's media outlets and privately, via word of mouth or internal channels. However, regardless of the source, the sheer volume of Carlyle-related data is difficult to distill into actionable insights, especially for investors who are not well-versed in the rapidly evolving tools and techniques of investment management.

A primary focus of Carlyle news analysis is to determine if its current price reflects all relevant headlines and social signals impacting the current market conditions. A news analyst typically looks at the history of Carlyle relative headlines and hype rather than examining external drivers such as technical or fundamental data. It is believed that price action tends to repeat itself due to investors' collective, patterned thinking related to Carlyle's headlines and news coverage data. This data is often completely overlooked or insufficiently analyzed for actionable insights to drive Carlyle alpha.

Carlyle Sentiment by Major News Outlets

Investor sentiment, mood or attitude towards Carlyle can have a significant impact on its stock price or the market as a whole. This sentiment can be positive or negative, and various factors, such as economic indicators, news events, or market trends, can influence it. When investor sentiment is positive, investors are more likely to buy stocks, increasing demand and increasing the stock price. Positive investor sentiment can be driven by good news about the company or the broader market, such as solid earnings reports or positive economic data.

Note that negative investor sentiment can cause investors to sell stocks, leading to a decrease in demand and a drop in the stock price. Negative sentiment can be driven by factors such as poor earnings reports, negative news about the company or industry, or broader economic concerns. It's important to note that investor sentiment is just one of many factors that can affect stock prices. Other factors, such as company performance, industry trends, and global economic conditions, can also play a significant role in determining the value of a stock.

Carlyle Group Historical Investor Sentiment

Investor biases related to Carlyle's public news can be used to forecast risks associated with an investment in Carlyle. The trend in average sentiment can be used to explain how an investor holding Carlyle can time the market purely based on public headlines and social activities around Carlyle Group. Please note that most equities that are difficult to arbitrage are affected by market sentiment the most.

Carlyle's market sentiment shows the aggregated news analyzed to detect positive and negative mentions from the text and comments. The data is normalized to provide daily scores for Carlyle and other traded tickers. The bigger the bubble, the more accurate the estimated score. Higher bars for a given day show more participation in the average Carlyle news discussions. The higher the estimate score, the more favorable the investor's outlook on Carlyle.

Carlyle Maximum Pain Price Across September 19th 2025 Option Contracts

Carlyle's options can also be used to analyze investors' bias and current market sentiment in the context of behavioral finance. For example, Max pain usually refers to a trading concept that asserts that market manipulation can cause the market price of Carlyle close to the expiration of its current option contract to expire worthlessly. According to most research, about 35% of options are not executed, with roughly 50% traded out before expiration. So, Max pain occurs when market makers reach a net favorable position across all options at a strike price where option holders stand to lose the most money. By contrast, option sellers may reap the most after selling more options than buying, causing them to expire worthlessly. Please continue to view the detailed analysis of Carlyle's options.