Carlyle (Germany) Buy Hold or Sell Recommendation
| 3VU Stock | 49.85 1.81 3.77% |
Assuming the 90 days horizon and your typical level of risk aversion, our recommendation regarding Carlyle Group is 'Strong Buy'. Macroaxis provides Carlyle buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding Carlyle positions.
Check out Carlyle Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. Note, we conduct extensive research on individual companies such as Carlyle and provide practical buy, sell, or hold advice based on investors' constraints. Carlyle Group. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in board of governors.
Carlyle |
Execute Carlyle Buy or Sell Advice
The Carlyle recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Carlyle Group. Macroaxis does not own or have any residual interests in Carlyle Group or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Carlyle's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Strong Buy
Market Performance | Solid | Details | |
Volatility | Very steady | Details | |
Hype Condition | Stale | Details | |
Current Valuation | Undervalued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Responds to the market | Details | |
Analyst Consensus | Not Available | Details | |
Reporting Quality (M-Score) | Inapplicable | Details |
Carlyle Trading Alerts and Improvement Suggestions
| About 34.0% of the company shares are owned by insiders or employees |
Carlyle Returns Distribution Density
The distribution of Carlyle's historical returns is an attempt to chart the uncertainty of Carlyle's future price movements. The chart of the probability distribution of Carlyle daily returns describes the distribution of returns around its average expected value. We use Carlyle Group price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Carlyle returns is essential to provide solid investment advice for Carlyle.
| Mean Return | 0.56 | Value At Risk | -2.76 | Potential Upside | 3.77 | Standard Deviation | 2.57 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Carlyle historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.
Carlyle Greeks
Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Carlyle or Asset Management sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Carlyle's price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Carlyle stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α | Alpha over Dow Jones | 0.36 | |
β | Beta against Dow Jones | 1.59 | |
σ | Overall volatility | 2.58 | |
Ir | Information ratio | 0.17 |
Carlyle Volatility Alert
Carlyle Group has relatively low volatility with skewness of 1.69 and kurtosis of 4.96. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Carlyle's stock risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Carlyle's stock price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.Carlyle Fundamentals Vs Peers
Comparing Carlyle's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Carlyle's direct or indirect competition across all of the common fundamentals between Carlyle and the related equities. This way, we can detect undervalued stocks with similar characteristics as Carlyle or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of Carlyle's fundamental indicators could also be used in its relative valuation, which is a method of valuing Carlyle by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Carlyle to competition |
| Fundamentals | Carlyle | Peer Average |
| Return On Equity | 0.31 | -0.31 |
| Return On Asset | 0.0797 | -0.14 |
| Profit Margin | 0.31 % | (1.27) % |
| Operating Margin | 0.47 % | (5.51) % |
| Current Valuation | 22.53 B | 16.62 B |
| Shares Outstanding | 363.6 M | 571.82 M |
| Shares Owned By Insiders | 33.90 % | 10.09 % |
| Shares Owned By Institutions | 53.92 % | 39.21 % |
| Price To Book | 1.79 X | 9.51 X |
| Price To Sales | 1.78 X | 11.42 X |
| Revenue | 5.53 B | 9.43 B |
| Gross Profit | 4.75 B | 27.38 B |
| EBITDA | 2.78 B | 3.9 B |
| Net Income | 2.97 B | 570.98 M |
| Book Value Per Share | 16.84 X | 1.93 K |
| Cash Flow From Operations | 1.79 B | 971.22 M |
| Earnings Per Share | 4.43 X | 3.12 X |
| Price To Earnings To Growth | 7.61 X | 4.89 X |
| Target Price | 58.88 | |
| Number Of Employees | 1.85 K | 18.84 K |
| Beta | 1.71 | -0.15 |
| Market Capitalization | 12.18 B | 19.03 B |
| Total Asset | 21.25 B | 29.47 B |
| Annual Yield | 0.04 % | |
| Net Asset | 21.25 B | |
| Last Dividend Paid | 1.23 |
Carlyle Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Carlyle . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
About Carlyle Buy or Sell Advice
When is the right time to buy or sell Carlyle Group? Buying financial instruments such as Carlyle Stock isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.
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Additional Information and Resources on Investing in Carlyle Stock
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:Check out Carlyle Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. You can also try the Sign In To Macroaxis module to sign in to explore Macroaxis' wealth optimization platform and fintech modules.