Carlyle Secured Current Valuation vs. Revenue
| CGBD Stock | USD 17.33 0.01 0.06% |
For Carlyle Secured profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Carlyle Secured to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Carlyle Secured Lending utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Carlyle Secured's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Carlyle Secured Lending over time as well as its relative position and ranking within its peers.
Carlyle |
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.
Carlyle Secured Lending Revenue vs. Current Valuation Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Carlyle Secured's current stock value. Our valuation model uses many indicators to compare Carlyle Secured value to that of its competitors to determine the firm's financial worth. Carlyle Secured Lending is rated below average in current valuation category among its peers. It is rated below average in revenue category among its peers totaling about 0.12 of Revenue per Current Valuation. The ratio of Current Valuation to Revenue for Carlyle Secured Lending is roughly 8.68 . At present, Carlyle Secured's Total Revenue is projected to increase significantly based on the last few years of reporting. Comparative valuation analysis is a catch-all technique that is used if you cannot value Carlyle Secured by discounting back its dividends or cash flows. It compares the stock's price multiples to nearest competition to determine if the stock is relatively undervalued or overvalued.Carlyle Current Valuation vs. Competition
Carlyle Secured Lending is rated below average in current valuation category among its peers. After adjusting for long-term liabilities, total market size of Financials industry is currently estimated at about 27.18 Billion. Carlyle Secured holds roughly 1.75 Billion in current valuation claiming about 6% of equities under Financials industry.
Carlyle Revenue vs. Current Valuation
Enterprise Value is a firm valuation proxy that approximates the current market value of a company. It is typically used to determine the takeover or merger price of a firm. Unlike Market Cap, this measure takes into account the entire liquid asset, outstanding debt, and exotic equity instruments that the company has on its balance sheet. When a takeover occurs, the parent company will have to assume the target company's liabilities but will take possession of all cash and cash equivalents.
Carlyle Secured |
| = | 1.75 B |
Enterprise Value can be a useful tool to compare companies with different capital structures. Long term liability and current cash or cash equivalents can have a huge impact on market valuation of a given company.
Revenue is income that a firm generates from business activities such us rendering services or selling goods to customers. It is a crucial part of a business and an essential item when evaluating a company's financial statements. Revenues from a firm's primary business operations can be reported on the income statement as sales revenue, net sales, or simply sales, depending on the industry in which a given company operates.
Carlyle Secured |
| = | 202.13 M |
Revenue is typically recorded when cash or cash equivalents are exchanged for services or goods and can include products or services discounts, promotions, as well as early payments on invoices or services rendered in advance.
Carlyle Revenue vs Competition
Carlyle Secured Lending is rated below average in revenue category among its peers. Market size based on revenue of Financials industry is currently estimated at about 2.84 Billion. Carlyle Secured holds roughly 202.13 Million in revenue claiming about 7% of equities under Financials industry.
Carlyle Secured Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Carlyle Secured, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Carlyle Secured will eventually generate negative long term returns. The profitability progress is the general direction of Carlyle Secured's change in net profit over the period of time. It can combine multiple indicators of Carlyle Secured, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
| Last Reported | Projected for Next Year | ||
| Accumulated Other Comprehensive Income | -508 K | -533.4 K | |
| Operating Income | 184.1 M | 193.3 M | |
| Income Before Tax | 94.7 M | 64.7 M | |
| Total Other Income Expense Net | -89.4 M | -84.9 M | |
| Net Income | 92.3 M | 62.2 M | |
| Income Tax Expense | 2.4 M | 2.6 M | |
| Net Income From Continuing Ops | 75.1 M | 66.7 M | |
| Net Income Applicable To Common Shares | 94.5 M | 63.8 M | |
| Interest Income | 198.5 M | 158.7 M | |
| Net Interest Income | 132 M | 134.7 M | |
| Change To Netincome | -85.7 M | -90 M | |
| Net Income Per Share | 1.64 | 0.87 | |
| Income Quality | 2.50 | 4.91 | |
| Net Income Per E B T | 0.97 | 1.06 |
Carlyle Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Carlyle Secured. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Carlyle Secured position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Carlyle Secured's important profitability drivers and their relationship over time.
Use Carlyle Secured in pair-trading
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Carlyle Secured position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Carlyle Secured will appreciate offsetting losses from the drop in the long position's value.Carlyle Secured Pair Trading
Carlyle Secured Lending Pair Trading Analysis
The ability to find closely correlated positions to Carlyle Secured could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Carlyle Secured when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Carlyle Secured - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Carlyle Secured Lending to buy it.
The correlation of Carlyle Secured is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Carlyle Secured moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Carlyle Secured Lending moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Carlyle Secured can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Use Investing Themes to Complement your Carlyle Secured position
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?
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To fully project Carlyle Secured's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Carlyle Secured Lending at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Carlyle Secured's income statement, its balance sheet, and the statement of cash flows.