Carlyle Secured Lending Stock Buy Hold or Sell Recommendation
| CGBD Stock | USD 16.85 0.18 1.08% |
Given the investment horizon of 90 days and your above-average risk tolerance, our recommendation regarding Carlyle Secured Lending is 'Hold'. Macroaxis provides Carlyle Secured buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding CGBD positions.
Check out Carlyle Secured 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 Secured Lending. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in bureau of labor statistics.
Carlyle |
Execute Carlyle Secured 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 Secured Lending. Macroaxis does not own or have any residual interests in Carlyle Secured Lending or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Carlyle Secured's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Hold
Market Performance | Modest | Details | |
Volatility | Very steady | Details | |
Hype Condition | Low key | Details | |
Current Valuation | Fairly Valued | Details | |
Odds Of Distress | Very Small | Details | |
Economic Sensitivity | Barely shadows the market | Details | |
Investor Sentiment | Impartial | Details | |
Analyst Consensus | Buy | Details | |
Financial Strenth (F Score) | Very Strong | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
Carlyle Secured Trading Alerts and Improvement Suggestions
| Carlyle Secured is unlikely to experience financial distress in the next 2 years | |
| Carlyle Secured has a very strong financial position based on the latest SEC filings | |
| On 17th of October 2024 Carlyle Secured paid $ 0.47 per share dividend to its current shareholders | |
| Latest headline from news.google.com: When Moves Investors should Listen - Stock Traders Daily |
Carlyle Secured current analysts advice
We track the performance of the top 100 financial experts across various large and mid-size financial boutiques. Carlyle analyst recommendations are determined by taking all analyst recommendations and averaging them as Strong Buy, Buy, Hold, Strong Sell or Sell. There is no one specific way to measure analysis performance other than comparing it to the past results via a very sophisticated attribution analysis. Carlyle analyst consensus and target price projections should be used in combination with other traditional techniques such as stock price forecasting, technical analysis, earnings estimate, and various momentum models.
Average Consensus Buy
The consensus estimates and target price estimation comprises individual analyst assessments, and may or may not mutch the Macroaxis buy or sell advice. It is determined by taking an average of all analyst recommendations and classifying them as Strong Buy, Buy, Hold, or Sell.
Carlyle Secured Returns Distribution Density
The distribution of Carlyle Secured's historical returns is an attempt to chart the uncertainty of Carlyle Secured's future price movements. The chart of the probability distribution of Carlyle Secured daily returns describes the distribution of returns around its average expected value. We use Carlyle Secured Lending price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Carlyle Secured returns is essential to provide solid investment advice for Carlyle Secured.
| Mean Return | 0.06 | Value At Risk | -1.71 | Potential Upside | 1.50 | Standard Deviation | 1.04 |
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 Secured 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 Stock Institutional Investors
| Shares | Muzinich & Co Inc | 2024-09-30 | 216.8 K | Sumitomo Mitsui Trust Group Inc | 2024-09-30 | 211.7 K | Neuberger Berman Group Llc | 2024-06-30 | 208.1 K | Logix Investments, Llc | 2024-09-30 | 198 K | Blackrock Inc | 2024-06-30 | 185.2 K | Novare Capital Management Llc | 2024-09-30 | 177.8 K | Ameriprise Financial Inc | 2024-06-30 | 171.8 K | Goldman Sachs Group Inc | 2024-06-30 | 168.8 K | Mckinley Capital Management Llc | 2024-06-30 | 166.6 K | Morgan Stanley - Brokerage Accounts | 2024-06-30 | 4 M | Lsv Asset Management | 2024-09-30 | 1.4 M |
Carlyle Secured Cash Flow Accounts
| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 (projected) | ||
| Change In Cash | (50.4M) | 31.7M | 24.7M | (62.6M) | 29.9M | 31.4M | |
| Free Cash Flow | (91.9M) | 305.2M | 75.4M | 14.5M | 230.6M | 242.1M | |
| Depreciation | 1.9M | 2.1M | 1.3M | 25.6M | 1.3M | 1.2M | |
| Other Non Cash Items | (149.9M) | 304.5M | (86.0M) | (98.8M) | 145.0M | 152.3M | |
| Net Income | 61.3M | 6.8M | 160.4M | 85.6M | 92.3M | 62.2M | |
| End Period Cash Flow | 36.8M | 68.4M | 93.1M | 30.5M | 60.4M | 54.0M | |
| Net Borrowings | 215.0M | (198.2M) | 61.7M | 39.5M | 35.5M | 33.8M | |
| Dividends Paid | 107.1M | 96.6M | 83.7M | 86.8M | 93.0M | 82.0M | |
| Change To Netincome | (149.9M) | 304.5M | (86.0M) | (74.6M) | (85.7M) | (90.0M) |
Carlyle Secured 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 Secured or Capital Markets 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 Secured'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 | 0.03 | |
β | Beta against Dow Jones | 0.20 | |
σ | Overall volatility | 1.02 | |
Ir | Information ratio | -0.07 |
Carlyle Secured Volatility Alert
Carlyle Secured Lending has relatively low volatility with skewness of -0.21 and kurtosis of -0.27. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Carlyle Secured'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 Secured'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 Secured Fundamentals Vs Peers
Comparing Carlyle Secured'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 Secured's direct or indirect competition across all of the common fundamentals between Carlyle Secured and the related equities. This way, we can detect undervalued stocks with similar characteristics as Carlyle Secured or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of Carlyle Secured's fundamental indicators could also be used in its relative valuation, which is a method of valuing Carlyle Secured by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Carlyle Secured to competition |
| Fundamentals | Carlyle Secured | Peer Average |
| Return On Equity | 0.11 | -0.31 |
| Return On Asset | 0.0603 | -0.14 |
| Profit Margin | 0.41 % | (1.27) % |
| Operating Margin | 0.76 % | (5.51) % |
| Current Valuation | 1.73 B | 16.62 B |
| Shares Outstanding | 50.91 M | 571.82 M |
| Shares Owned By Insiders | 0.91 % | 10.09 % |
| Shares Owned By Institutions | 25.48 % | 39.21 % |
| Number Of Shares Shorted | 312.5 K | 4.71 M |
| Price To Earning | 179.50 X | 28.72 X |
| Price To Book | 1.00 X | 9.51 X |
| Price To Sales | 3.59 X | 11.42 X |
| Revenue | 202.13 M | 9.43 B |
| Gross Profit | 207.26 M | 27.38 B |
| EBITDA | 169.96 M | 3.9 B |
| Net Income | 92.28 M | 570.98 M |
| Cash And Equivalents | 14.77 M | 2.7 B |
| Cash Per Share | 0.28 X | 5.01 X |
| Total Debt | 980.18 M | 5.32 B |
| Debt To Equity | 1.17 % | 48.70 % |
| Current Ratio | 3.86 X | 2.16 X |
| Book Value Per Share | 16.85 X | 1.93 K |
| Cash Flow From Operations | 230.61 M | 971.22 M |
| Short Ratio | 1.96 X | 4.00 X |
| Earnings Per Share | 1.73 X | 3.12 X |
| Price To Earnings To Growth | 3.54 X | 4.89 X |
| Target Price | 16.6 | |
| Beta | 1.65 | -0.15 |
| Market Capitalization | 857.77 M | 19.03 B |
| Total Asset | 1.94 B | 29.47 B |
| Retained Earnings | (151.74 M) | 9.33 B |
| Annual Yield | 0.11 % | |
| Five Year Return | 10.71 % |
Note: Disposition of 1500 shares by Nestor John G. of Carlyle Secured subject to Rule 16b-3 [view details]
Carlyle Secured 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 Secured Buy or Sell Advice
When is the right time to buy or sell Carlyle Secured Lending? 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.
Use Investing Ideas to Build Portfolios
In addition to having Carlyle Secured in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
Run Toys Thematic Idea Now
Toys
Companies producing and distributing toys and different gaming products for kids. The Toys theme has 47 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Toys Theme or any other thematic opportunities.
| View All Next | Launch |
Check out Carlyle Secured 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 Portfolio Suggestion module to get suggestions outside of your existing asset allocation including your own model portfolios.
Is Asset Management & Custody Banks 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 Secured. If investors know Carlyle will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Carlyle Secured listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth (0.35) | Dividend Share 1.57 | Earnings Share 1.73 | Revenue Per Share 4.703 | Quarterly Revenue Growth (0.07) |
The market value of Carlyle Secured Lending is measured differently than its book value, which is the value of Carlyle that is recorded on the company's balance sheet. Investors also form their own opinion of Carlyle Secured's value that differs from its market value or its book value, called intrinsic value, which is Carlyle Secured's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Carlyle Secured's market value can be influenced by many factors that don't directly affect Carlyle Secured's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Carlyle Secured's value and its price as these two are different measures arrived at by different means. Investors typically determine if Carlyle Secured is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. 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.