Carlyle (Germany) Performance
| 3VU Stock | 49.85 1.81 3.77% |
On a scale of 0 to 100, Carlyle holds a performance score of 18. The firm shows a Beta (market volatility) of 1.59, which signifies a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Carlyle will likely underperform. Please check Carlyle's standard deviation, treynor ratio, downside variance, as well as the relationship between the total risk alpha and value at risk , to make a quick decision on whether Carlyle's price patterns will revert.
Risk-Adjusted Performance
18 of 100
Weak | Strong |
Solid
Compared to the overall equity markets, risk-adjusted returns on investments in Carlyle Group are ranked lower than 18 (%) of all global equities and portfolios over the last 90 days. Despite nearly uncertain basic indicators, Carlyle reported solid returns over the last few months and may actually be approaching a breakup point. ...more
| Begin Period Cash Flow | 989.6 M | |
| Total Cashflows From Investing Activities | -32.2 M |
Carlyle |
Carlyle Relative Risk vs. Return Landscape
If you would invest 3,472 in Carlyle Group on August 27, 2024 and sell it today you would earn a total of 1,513 from holding Carlyle Group or generate 43.58% return on investment over 90 days. Carlyle Group is currently producing 0.5897% returns and takes up 2.578% volatility of returns over 90 trading days. Put another way, 22% of traded stocks are less volatile than Carlyle, and 89% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Carlyle Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Carlyle's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Carlyle Group, and traders can use it to determine the average amount a Carlyle's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.2287
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Estimated Market Risk
| 2.58 actual daily | 22 78% of assets are more volatile |
Expected Return
| 0.59 actual daily | 11 89% of assets have higher returns |
Risk-Adjusted Return
| 0.23 actual daily | 18 82% of assets perform better |
Based on monthly moving average Carlyle is performing at about 18% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Carlyle by adding it to a well-diversified portfolio.
Carlyle Fundamentals Growth
Carlyle Stock prices reflect investors' perceptions of the future prospects and financial health of Carlyle, and Carlyle fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Carlyle Stock performance.
| Return On Equity | 0.31 | |||
| Return On Asset | 0.0797 | |||
| Profit Margin | 0.31 % | |||
| Operating Margin | 0.47 % | |||
| Current Valuation | 22.53 B | |||
| Shares Outstanding | 363.6 M | |||
| Price To Book | 1.79 X | |||
| Price To Sales | 1.78 X | |||
| Revenue | 5.53 B | |||
| EBITDA | 2.78 B | |||
| Book Value Per Share | 16.84 X | |||
| Cash Flow From Operations | 1.79 B | |||
| Earnings Per Share | 4.43 X | |||
| Total Asset | 21.25 B | |||
About Carlyle Performance
By analyzing Carlyle's fundamental ratios, stakeholders can gain valuable insights into Carlyle's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Carlyle has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Carlyle has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
Things to note about Carlyle Group performance evaluation
Checking the ongoing alerts about Carlyle for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Carlyle Group help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| About 34.0% of the company shares are owned by insiders or employees |
- Analyzing Carlyle's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Carlyle's stock is overvalued or undervalued compared to its peers.
- Examining Carlyle's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Carlyle's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Carlyle's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Carlyle's stock. These opinions can provide insight into Carlyle's potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for Carlyle Stock analysis
When running Carlyle's price analysis, check to measure Carlyle's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Carlyle is operating at the current time. Most of Carlyle's value examination focuses on studying past and present price action to predict the probability of Carlyle's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Carlyle's price. Additionally, you may evaluate how the addition of Carlyle to your portfolios can decrease your overall portfolio volatility.
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