Carlyle Competitors
| CGBD Stock | USD 12.33 0.05 0.40% |
Carlyle Secured vs Barings BDC Correlation
Very poor diversification
The correlation between Carlyle Secured Lending and BBDC is 0.86 (i.e., Very poor diversification) for selected investment horizon. Overlapping area represents the amount of risk that can be diversified away by holding Carlyle Secured Lending and BBDC in the same portfolio, assuming nothing else is changed.
Moving together with Carlyle Stock
| 0.72 | BK | Bank of New York | PairCorr |
| 0.82 | BX | Blackstone Group | PairCorr |
| 0.65 | AMG | Affiliated Managers Earnings Call This Week | PairCorr |
| 0.76 | AMP | Ameriprise Financial | PairCorr |
Moving against Carlyle Stock
As of January 30, 2026, Return On Tangible Assets is expected to decline to 0.02. In addition to that, Return On Capital Employed is expected to decline to 0.03. At present, Carlyle Secured's Other Assets are projected to increase significantly based on the last few years of reporting. The current year's Total Current Assets is expected to grow to about 113.1 M, whereas Non Current Assets Total are forecasted to decline to about 1.6 B.Carlyle Secured Competition Correlation Matrix
Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Carlyle Secured and its competitors represents the degree of relationship between the price movements of corresponding stocks. A correlation of about +1.0 implies that the price of Carlyle and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Carlyle Secured Lending does not affect the price movement of the other competitor.
High positive correlations
| High negative correlations
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Risk-Adjusted Indicators
There is a big difference between Carlyle Stock performing well and Carlyle Secured Company doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Carlyle Secured's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.| Mean Deviation | Jensen Alpha | Sortino Ratio | Treynor Ratio | Semi Deviation | Expected Shortfall | Potential Upside | Value @Risk | Maximum Drawdown | ||
|---|---|---|---|---|---|---|---|---|---|---|
| BCSF | 0.94 | (0.06) | 0.00 | (0.04) | 0.00 | 1.93 | 6.32 | |||
| PFLT | 0.78 | 0.11 | 0.07 | 0.62 | 0.74 | 1.95 | 4.17 | |||
| SLRC | 0.81 | (0.01) | (0.02) | 0.04 | 1.00 | 1.77 | 4.32 | |||
| NMFC | 0.88 | (0.14) | 0.00 | (0.16) | 0.00 | 1.41 | 7.07 | |||
| KBDC | 1.04 | 0.00 | (0.01) | 0.05 | 1.26 | 2.84 | 6.04 | |||
| GAINI | 0.20 | (0.01) | (0.14) | (0.09) | 0.35 | 0.35 | 1.98 | |||
| GSBD | 0.84 | (0.04) | 0.00 | (0.02) | 0.00 | 1.88 | 4.85 | |||
| FDUS | 0.87 | (0.09) | 0.00 | (0.10) | 0.00 | 1.94 | 5.94 | |||
| MFIC | 0.96 | (0.13) | 0.00 | (0.10) | 0.00 | 2.18 | 6.99 | |||
| BBDC | 0.74 | 0.05 | 0.02 | 0.14 | 0.89 | 1.44 | 4.34 |
Cross Equities Net Income Analysis
Compare Carlyle Secured Lending and related stocks such as Bain Capital Specialty, PennantPark Floating Rate, and SLR Investment Corp Net Income Over Time
Select Fundamental| 2010 | 2011 | 2012 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BCSF | 609 K | 609 K | 609 K | 609 K | 609 K | 609 K | 609 K | 19.3 M | 26.6 M | 98.1 M | 8.3 M | 119.8 M | 105.5 M | 123.4 M | 119.4 M | 137.3 M | 75.9 M |
| PFLT | 12 M | 12 M | 12 M | 20.5 M | 12.5 M | 33.5 M | 36.3 M | 33.5 M | (11.1 M) | 18.4 M | 56.5 M | 3.5 M | 39.3 M | 91.8 M | 66.4 M | 76.3 M | 80.1 M |
| SLRC | (405.8 M) | 61.3 M | 115.8 M | 75.3 M | 48.5 M | 14.1 M | 106.8 M | 70.4 M | 66.9 M | 56 M | 15.5 M | 59.6 M | 18.3 M | 76.4 M | 95.8 M | 110.1 M | 115.6 M |
| NMFC | (1.2 M) | 31.7 M | 31.8 M | 61.9 M | 45.6 M | 33 M | 111.7 M | 109.4 M | 72.4 M | 112.6 M | 58.5 M | 201.4 M | 74.7 M | 135.3 M | 113.4 M | 130.5 M | 89.4 M |
| KBDC | 22.3 M | 22.3 M | 22.3 M | 22.3 M | 22.3 M | 22.3 M | 22.3 M | 22.3 M | 22.3 M | 22.3 M | 22.3 M | 22.3 M | 45.8 M | 77.1 M | 131.9 M | 151.7 M | 76.2 M |
| GSBD | 3.1 M | 3.1 M | 3.1 M | 18 M | 36.9 M | 46.6 M | 40.7 M | 49.5 M | 53.7 M | 36.1 M | 176.1 M | 192.4 M | 55 M | 195.9 M | 62.9 M | 72.3 M | 81.8 M |
| FDUS | (1.6 M) | 15.4 M | 19.4 M | 27.2 M | 19.5 M | 26 M | 41.6 M | 44 M | 49.5 M | 48.5 M | 31.2 M | 116.1 M | 35.8 M | 77.1 M | 78.3 M | 90 M | 94.5 M |
| MFIC | 44.1 M | (86.3 M) | 104.5 M | 270.9 M | 75.4 M | (44.5 M) | 18.4 M | 87 M | 71.9 M | (116.1 M) | 111.9 M | 82.4 M | 30.6 M | 118.8 M | 98.8 M | 113.6 M | 57.6 M |
| BBDC | (1.2 M) | 56.8 M | 60.1 M | 81.2 M | 28.4 M | 47.9 M | 34.3 M | (28.7 M) | (114.3 M) | 58.2 M | 8.2 M | 77.7 M | 4.7 M | 128 M | 110.3 M | 126.8 M | 133.2 M |
Carlyle Secured Lending and related stocks such as Bain Capital Specialty, PennantPark Floating Rate, and SLR Investment Corp Net Income description
Net income is one of the most important fundamental items in finance. It plays a large role in Carlyle Secured Lending financial statement analysis. It represents the amount of money remaining after all of Carlyle Secured Lending operating expenses, interest, taxes and preferred stock dividends have been deducted from a company total revenue.Carlyle Secured Competitive Analysis
The better you understand Carlyle Secured competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Carlyle Secured's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Carlyle Secured's competition over several years is one of the best ways to analyze its investment potential.| Better Than Average | Worse Than Peers | View Performance Chart |
Carlyle Secured Competition Performance Charts
Five steps to successful analysis of Carlyle Secured Competition
Carlyle Secured's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Carlyle Secured Lending in relation to its competition. Carlyle Secured's competition analysis typically involves several steps, including:- Identifying the key players in the market: This involves identifying the major competitors of Carlyle Secured in the market, both direct and indirect, as well as new entrants and disruptive technologies.
- Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
- Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact Carlyle Secured's competitive landscape.
- Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Carlyle Secured Lending, and developing a strategy to address them.
- Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.
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Check out Carlyle Secured Correlation with its peers. You can also try the FinTech Suite module to use AI to screen and filter profitable investment opportunities.
Will Asset Management & Custody Banks sector continue expanding? Could Carlyle diversify its offerings? Factors like these will boost the valuation of Carlyle Secured. Projected growth potential of Carlyle fundamentally drives upward valuation adjustments. Accurate valuation requires analyzing both current fundamentals and future growth trajectories. Every Carlyle Secured data point contributes insight, yet successful analysis hinges on identifying the most consequential variables.
Quarterly Earnings Growth (0.06) | Dividend Share 1.6 | Earnings Share 1.16 | Revenue Per Share | Quarterly Revenue Growth 0.188 |
Carlyle Secured Lending's market price often diverges from its book value, the accounting figure shown on Carlyle's balance sheet. Smart investors calculate Carlyle Secured's intrinsic value—its true economic worth—which may differ significantly from both market price and book value. Seasoned market participants apply comprehensive analytical frameworks to derive fundamental worth and identify mispriced opportunities. Since Carlyle Secured's trading price responds to investor sentiment, macroeconomic conditions, and market psychology, it can swing far from fundamental value.
It's important to distinguish between Carlyle Secured's intrinsic value and market price, which are calculated using different methodologies. Investment decisions regarding Carlyle Secured should consider multiple factors including financial performance, growth metrics, competitive position, and professional analysis. However, Carlyle Secured'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.