Carlyle's financial statements offer valuable quarterly and annual insights to potential investors, highlighting the company's current and historical financial position, overall management performance, and changes in financial standing over time. Key fundamentals influencing Carlyle's valuation are provided below:
Market Capitalization
16.1 B
There are over one hundred nineteen available fundamental signals for The Carlyle Group, which can be analyzed over time and compared to other ratios. We recommend to validate Carlyle's prevailing fundamental drivers against the all of the trends between 2010 and 2026. Market Cap is expected to rise to about 17.1 B this year, although Enterprise Value will most likely fall to about 12.9 B.
Carlyle investors utilize fundamental indicators, such as revenue or net income, to predict how Carlyle Stock might perform in the future. Analyzing these trends over time helps investors make informed market timing decisions. For further insights, please visit our fundamental analysis page.
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When determining whether Carlyle Group is a strong investment it is important to analyze Carlyle's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact Carlyle's future performance. For an informed investment choice regarding Carlyle Stock, refer to the following important reports:
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Is Investment Banking & Brokerage 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. Projected growth potential of Carlyle fundamentally drives upward valuation adjustments. The financial industry is built on trying to define current growth potential and future valuation accurately. Comprehensive Carlyle assessment requires weighing all these inputs, though not all factors influence outcomes equally.
Return On Equity
0.6868
Carlyle Group's market price often diverges from its book value, the accounting figure shown on Carlyle's balance sheet. Smart investors calculate Carlyle's intrinsic value - its true economic worth - which may differ significantly from both market price and book value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Since Carlyle'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's intrinsic value and market price, which are calculated using different methodologies. Investment decisions regarding Carlyle should consider multiple factors including financial performance, growth metrics, competitive position, and professional analysis. 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.