The Carlyle Group Stock Return On Equity
| CGABL Stock | USD 19.31 0.07 0.36% |
The Carlyle Group fundamentals help investors to digest information that contributes to Carlyle's financial success or failures. It also enables traders to predict the movement of Carlyle Stock. The fundamental analysis module provides a way to measure Carlyle's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Carlyle stock.
| Last Reported | Projected for Next Year | ||
| Return On Equity | (0.11) | (0.10) |
Carlyle | Return On Equity |
The Carlyle Group Company Return On Equity Analysis
Carlyle's Return on Equity or ROE tells company stockholders how effectually their money is being utilized or reinvested. It is a useful ratio when analyzing company profitability or the management effectiveness given the capital invested by the shareholders. ROE shows how efficiently a company utilizes investments to generate income.
Current Carlyle Return On Equity | 0.69 |
Most of Carlyle's fundamental indicators, such as Return On Equity, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, The Carlyle Group is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Carlyle Return On Equity Driver Correlations
Understanding the fundamental principles of building solid financial models for Carlyle is extremely important. It helps to project a fair market value of Carlyle Stock properly, considering its historical fundamentals such as Return On Equity. Since Carlyle's main accounts across its financial reports are all linked and dependent on each other, it is essential to analyze all possible correlations between related accounts. However, instead of reviewing all of Carlyle's historical financial statements, investors can examine the correlated drivers to determine its overall health. This can be effectively done using a conventional correlation matrix of Carlyle's interrelated accounts and indicators.
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For most industries, Return on Equity between 10% and 30% are considered desirable to provide dividends to owners and have funds for the future growth of the company. Investors should be very careful using ROE as the only efficiency indicator because ROE can be high if a company is heavily leveraged.
| Competition |
Based on the latest financial disclosure, The Carlyle Group has a Return On Equity of 0.6868. This is much higher than that of the sector and significantly higher than that of the Trading industry. The return on equity for all United States stocks is notably lower than that of the firm.
Carlyle Current Valuation Drivers
We derive many important indicators used in calculating different scores of Carlyle from analyzing Carlyle's financial statements. These drivers represent accounts that assess Carlyle's ability to generate profits relative to its revenue, operating costs, and shareholders' equity. Below are some of Carlyle's important valuation drivers and their relationship over time.
| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 (projected) | ||
| Market Cap | 3.1B | 8.9B | 9.2B | 5.9B | 7.4B | 7.8B | |
| Enterprise Value | 2.3B | 11.9B | 8.8B | 4.6B | 6.0B | 6.3B |
Carlyle ESG Sustainability
Some studies have found that companies with high sustainability scores are getting higher valuations than competitors with lower social-engagement activities. While most ESG disclosures are voluntary and do not directly affect the long term financial condition, Carlyle's sustainability indicators can be used to identify proper investment strategies using environmental, social, and governance scores that are crucial to Carlyle's managers, analysts, and investors.Environmental | Governance | Social |
Carlyle Fundamentals
| Return On Equity | 0.69 | ||||
| Number Of Shares Shorted | 10.52 K | ||||
| Revenue | 2.96 B | ||||
| EBITDA | (1.09 B) | ||||
| Net Income | (579.3 M) | ||||
| Total Debt | 9.26 B | ||||
| Cash Flow From Operations | 955.7 M | ||||
| Market Capitalization | 16.14 B | ||||
| Total Asset | 21.18 B | ||||
| Retained Earnings | 2.08 B | ||||
| Net Asset | 21.18 B |
About Carlyle Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze The Carlyle Group's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Carlyle using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of The Carlyle Group based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
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Is Trading 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. 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 listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Return On Equity 0.6868 |
The market value of Carlyle Group 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's value that differs from its market value or its book value, called intrinsic value, which is Carlyle'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's market value can be influenced by many factors that don't directly affect Carlyle'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's value and its price as these two are different measures arrived at by different means. Investors typically determine if Carlyle is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. 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.