Carlyle Group Stock Analysis

Carlyle Stock Analysis Notes

About 26.0% of the company shares are held by company insiders. The book value of Carlyle was currently reported as 15.6. The company has Price/Earnings To Growth (PEG) ratio of 0.82. Carlyle Group last dividend was issued on the 10th of November 2025. The Carlyle Group Inc. is an investment firm specializing in direct and fund of fund investments. The Carlyle Group Inc. was founded in 1987 and is based in Washington, District of Columbia with additional offices in 21 countries across 5 continents . Carlyle operates under Asset Management classification in the United States and is traded on NASDAQ Exchange. It employs 1850 people. For more info on Carlyle Group please contact William Conway at (202) 729-5626 or go to https://www.carlyle.com.

Carlyle Group Investment Alerts

Carlyle Largest EPS Surprises

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Carlyle Environmental, Social, and Governance (ESG) Scores

Carlyle Stock Institutional Investors

Note, although Carlyle's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

Carlyle Market Capitalization

The company currently falls under 'Large-Cap' category with a market capitalization of 20.04 B.

Carlyle Profitablity

The company has Net Profit Margin (PM) of 0.21 %, which suggests that even a small decline in it sales will erase profits and may result in a net loss, or a negative profit margin. This is way below average. Likewise, it shows Net Operating Margin (NOM) of (0.3) %, which signifies that for every 100 dollars of sales, it has a net operating loss of $0.3.

Management Efficiency

Carlyle Group has Return on Asset (ROA) of 0.0333 % which means that for every $100 of assets, it generated a profit of $0.0333. This is way below average. Likewise, it shows a return on total equity (ROE) of 0.1254 %, which means that it produced $0.1254 on every 100 dollars invested by current stockholders. Carlyle's management efficiency ratios could be used to measure how well Carlyle manages its routine affairs as well as how well it operates its assets and liabilities. The Carlyle's current Return On Capital Employed is estimated to increase to 0.11, while Return On Tangible Assets are projected to decrease to 0.05. At this time, Carlyle's Net Tangible Assets are most likely to decrease significantly in the upcoming years. The Carlyle's current Debt To Assets is estimated to increase to 0.54, while Other Assets are projected to decrease to roughly 13.8 B.

Technical Drivers

As of the 7th of February, Carlyle shows the Risk Adjusted Performance of 0.041, mean deviation of 1.57, and Downside Deviation of 2.29. Carlyle Group technical analysis gives you the methodology to make use of historical prices and volume patterns to determine a pattern that approximates the direction of the firm's future prices. Please confirm Carlyle Group value at risk, and the relationship between the jensen alpha and semi variance to decide if Carlyle Group is priced correctly, providing market reflects its regular price of 55.41 per share. Given that Carlyle has jensen alpha of 0.0919, we suggest you to validate Carlyle Group's prevailing market performance to make sure the company can sustain itself at a future point.

Carlyle Group Price Movement Analysis

Carlyle Group Insider Trading Activities

Carlyle Outstanding Bonds

Carlyle Predictive Daily Indicators

Carlyle Corporate Filings

Carlyle Forecast Models

Carlyle's time-series forecasting models are one of many Carlyle's stock analysis techniques aimed at predicting future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Carlyle's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.

Carlyle Bond Ratings

Carlyle Group financial ratings play a critical role in determining how much Carlyle have to pay to access credit markets, i.e., the amount of interest on their issued debt. The threshold between investment-grade and speculative-grade ratings has important market implications for Carlyle's borrowing costs.

Carlyle Group Debt to Cash Allocation

Carlyle Group reports 9.5 B of total liabilities with total debt to equity ratio (D/E) of 1.24, which is normal for its line of buisiness. Carlyle Group has a current ratio of 2.0, which is generally considered normal. That said, strategic use of leverage may enable Carlyle to fund expansion initiatives and generate superior returns.

Carlyle Common Stock Shares Outstanding Over Time

Carlyle Assets Financed by Debt

The debt-to-assets ratio shows the degree to which Carlyle uses debt to finance its assets. It includes both long-term and short-term borrowings maturing within one year. It also includes both tangible and intangible assets, such as goodwill.

Carlyle Debt Ratio

54.0

It seems as roughly 46% of Carlyle's assets are financed be debt. Typically, companies with high debt-to-asset ratios are said to be highly leveraged. The higher the ratio, the greater risk will be associated with the Carlyle's operation. In addition, a high debt-to-assets ratio may indicate a low borrowing capacity of Carlyle, which in turn will lower the firm's financial flexibility.

Carlyle Corporate Bonds Issued

Carlyle Short Long Term Debt Total

Stock analysis is the technique used by a trader or investor to examine and evaluate how Carlyle prices is reacting to, or reflecting on a current market direction and economic conditions. It can be used to make informed decisions about market timing, and when buying or selling Carlyle shares will generate the highest return on investment. We also built our stock analysis module to help investors to gain an insight into the world economy as a whole, the stock market, thematic ideas. a specific sector, or an individual Stock such as Carlyle. By using and applying Carlyle Stock analysis, traders can create a robust methodology for identifying Carlyle entry and exit points for their positions.

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.

Carlyle Group stock analysis indicators help investors evaluate how Carlyle stock reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing and determine when trading Carlyle shares will generate the highest return on investment. By understating and applying Carlyle stock analysis, traders can identify Carlyle position entry and exit signals to maximize returns.

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.