Carlyle Secured Lending Stock Performance
| CGBD Stock | USD 14.00 0.33 2.41% |
The firm shows a Beta (market volatility) of 0.84, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Carlyle Secured's returns are expected to increase less than the market. However, during the bear market, the loss of holding Carlyle Secured is expected to be smaller as well. At this point, Carlyle Secured Lending has a negative expected return of -0.32%. Please make sure to confirm Carlyle Secured's maximum drawdown, kurtosis, day median price, as well as the relationship between the potential upside and daily balance of power , to decide if Carlyle Secured Lending performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Carlyle Secured Lending has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of inconsistent performance in the last few months, the Stock's fundamental drivers remain rather sound which may send shares a bit higher in June 2025. The latest tumult may also be a sign of longer-term up-swing for the firm shareholders. ...more
Actual Historical Performance (%)
One Day Return 0.89 | Five Day Return (2.43) | Year To Date Return (24.48) | Ten Year Return (24.52) | All Time Return (24.52) |
Forward Dividend Yield 0.1295 | Payout Ratio | Forward Dividend Rate 1.77 | Dividend Date 2025-07-17 | Ex Dividend Date 2025-06-30 |
1 | Disposition of tradable shares by Linda Pace of Carlyle Secured subject to Rule 16b-3 | 02/14/2025 |
2 | Carlyle Secured Lending Q4 2024 Earnings Preview | 02/24/2025 |
3 | Acquisition by Aren LeeKong of tradable shares of Carlyle Secured at 14.19 subject to Rule 16b-3 | 03/05/2025 |
4 | Acquisition by Thomas Hennigan of 14450 shares of Carlyle Secured at 13.89 subject to Rule 16b-3 | 03/13/2025 |
5 | Insider Trading | 03/14/2025 |
6 | Carlyle Secured Lending boosts credit facility to 935 million - Investing.com | 03/18/2025 |
7 | Trexquant Investment LP Increases Stock Position in Carlyle Secured Lending, Inc. | 04/10/2025 |
| Carlyle Secured dividend paid on 17th of April 2025 | 04/17/2025 |
8 | Carlyle Secured Lending, Inc. Shares Sold by Legal General Group Plc - MarketBeat | 04/22/2025 |
9 | What Does the Market Think About Carlyle Secured Lending - Benzinga | 04/25/2025 |
10 | Earnings Preview Carlyle Secured Lending, Inc. Q1 Earnings Expected to Decline - Yahoo Finance | 04/29/2025 |
11 | Carlyle Secured Lending declares 0.40 dividend | 05/06/2025 |
12 | Carlyle Secured Lending Reports Q1 2025 Earnings and Strategic Growth | 05/07/2025 |
13 | Carlyle Secured Lending, Inc. Q1 2025 Earnings Call Transcript | 05/08/2025 |
| Begin Period Cash Flow | 60.4 M |
Carlyle Secured Relative Risk vs. Return Landscape
If you would invest 1,707 in Carlyle Secured Lending on February 11, 2025 and sell it today you would lose (340.00) from holding Carlyle Secured Lending or give up 19.92% of portfolio value over 90 days. Carlyle Secured Lending is currently does not generate positive expected returns and assumes 2.2125% risk (volatility on return distribution) over the 90 days horizon. In different words, 19% of stocks are less volatile than Carlyle, and 99% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
| Risk |
Carlyle Secured Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Carlyle Secured's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Carlyle Secured Lending, and traders can use it to determine the average amount a Carlyle Secured's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.1457
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | CGBD |
Estimated Market Risk
| 2.21 actual daily | 19 81% of assets are more volatile |
Expected Return
| -0.32 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.15 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Carlyle Secured is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Carlyle Secured by adding Carlyle Secured to a well-diversified portfolio.
Carlyle Secured Fundamentals Growth
Carlyle Stock prices reflect investors' perceptions of the future prospects and financial health of Carlyle Secured, and Carlyle Secured fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Carlyle Stock performance.
| Return On Equity | 0.0693 | ||||
| Return On Asset | 0.048 | ||||
| Profit Margin | 0.33 % | ||||
| Operating Margin | 0.75 % | ||||
| Current Valuation | 2 B | ||||
| Shares Outstanding | 72.9 M | ||||
| Price To Earning | 179.50 X | ||||
| Price To Book | 1.16 X | ||||
| Price To Sales | 4.42 X | ||||
| Revenue | 99.28 M | ||||
| Gross Profit | 225.45 M | ||||
| EBITDA | 158.2 M | ||||
| Net Income | 88.98 M | ||||
| Cash And Equivalents | 14.77 M | ||||
| Cash Per Share | 0.28 X | ||||
| Total Debt | 1.02 B | ||||
| Debt To Equity | 1.17 % | ||||
| Current Ratio | 3.86 X | ||||
| Book Value Per Share | 16.63 X | ||||
| Cash Flow From Operations | 104.27 M | ||||
| Earnings Per Share | 1.31 X | ||||
| Market Capitalization | 996.58 M | ||||
| Total Asset | 1.93 B | ||||
| Retained Earnings | (157.98 M) | ||||
About Carlyle Secured Performance
By analyzing Carlyle Secured's fundamental ratios, stakeholders can gain valuable insights into Carlyle Secured's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Carlyle Secured has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Carlyle Secured has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | 203.61 | 213.79 | |
| Return On Tangible Assets | 0.05 | 0.02 | |
| Return On Capital Employed | 0.05 | 0.05 | |
| Return On Assets | 0.05 | 0.02 | |
| Return On Equity | 0.10 | 0.05 |
Things to note about Carlyle Secured Lending performance evaluation
Checking the ongoing alerts about Carlyle Secured for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Carlyle Secured Lending help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Carlyle Secured generated a negative expected return over the last 90 days | |
| Carlyle Secured has a strong financial position based on the latest SEC filings | |
| On 17th of April 2025 Carlyle Secured paid $ 0.45 per share dividend to its current shareholders | |
| Latest headline from insidermonkey.com: Carlyle Secured Lending, Inc. Q1 2025 Earnings Call Transcript |
- Analyzing Carlyle Secured's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Carlyle Secured's stock is overvalued or undervalued compared to its peers.
- Examining Carlyle Secured's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Carlyle Secured's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Carlyle Secured's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Carlyle Secured's stock. These opinions can provide insight into Carlyle Secured's potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for Carlyle Stock analysis
When running Carlyle Secured's price analysis, check to measure Carlyle Secured's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Carlyle Secured is operating at the current time. Most of Carlyle Secured's value examination focuses on studying past and present price action to predict the probability of Carlyle Secured's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Carlyle Secured's price. Additionally, you may evaluate how the addition of Carlyle Secured to your portfolios can decrease your overall portfolio volatility.
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