Carlyle Group Stock Total Asset
| CG Stock | USD 58.71 1.95 3.21% |
Fundamental analysis of Carlyle allows traders to better anticipate movements in Carlyle's stock price by examining its financial health and performance throughout various phases of its business cycle.
| Last Reported | Projected for Next Year | ||
| Total Assets | 23.1 B | 17.1 B | |
| Intangibles To Total Assets | 0.03 | 0.03 |
Carlyle | Total Asset | Build AI portfolio with Carlyle Stock |
Carlyle Group Company Total Asset Analysis
Carlyle's Total Asset is everything that a business owns. It is the sum of current and long-term assets owned by a firm at a given time. These assets are listed on a balance sheet and typically valued based on their purchasing prices, not the current market value.
Current Carlyle Total Asset | 23.1 B |
Most of Carlyle's fundamental indicators, such as Total Asset, 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, Carlyle Group is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Carlyle Total Asset 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 Total Asset. 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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Carlyle Total Asset Historical Pattern
Today, most investors in Carlyle Stock are looking for potential investment opportunities by analyzing not only static indicators but also various Carlyle's growth ratios. Consistent increases or drops in fundamental ratios usually indicate a possible pattern that can be successfully translated into profits. However, when comparing two companies, knowing each company's total asset growth rates may not be enough to decide which company is a better investment. That's why investors frequently use a static breakdown of Carlyle total asset as a starting point in their analysis.
Carlyle Total Asset |
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Total Asset is typically divided on the balance sheet on current asset and long-term asset. Long-term is the value of company property and other capital assets that are expected to be useable for more than one year. Long term assets are reported net of depreciation. On the other hand current assets are assets that are expected to be sold or converted to cash as part of normal business operation.
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Carlyle Total Assets
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Based on the latest financial disclosure, Carlyle Group has a Total Asset of 23.1 B. This is 90.6% lower than that of the Capital Markets sector and 27.99% lower than that of the Financials industry. The total asset for all United States stocks is 21.59% higher than that of the company.
Carlyle Total Asset Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Carlyle's direct or indirect competition against its Total Asset to detect undervalued stocks with similar characteristics or determine the stocks which would be a good addition to a portfolio. Peer analysis of Carlyle could also be used in its relative valuation, which is a method of valuing Carlyle by comparing valuation metrics of similar companies.Carlyle is currently under evaluation in total asset category among its peers.
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.
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 (projected) | ||
| Market Cap | 11.0B | 19.5B | 10.8B | 14.7B | 18.1B | 19.0B | |
| Enterprise Value | 17.9B | 25.4B | 17.9B | 22.2B | 25.5B | 26.8B |
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 Institutional Holders
Institutional Holdings refers to the ownership stake in Carlyle that is held by large financial organizations, pension funds or endowments. Institutions may purchase large blocks of Carlyle's outstanding shares and can exert considerable influence upon its management. Institutional holders may also work to push the share price higher once they own the stock. Extensive social media coverage, TV shows, articles in high-profile magazines, and presentations at investor conferences help move the stock higher, increasing Carlyle's value.| Shares | Vulcan Value Partners, Llc | 2025-03-31 | 5.2 M | Ariel Investments, Llc | 2025-03-31 | 4.8 M | Ubs Group Ag | 2025-03-31 | 4.8 M | Geode Capital Management, Llc | 2025-03-31 | 4.1 M | Legal & General Group Plc | 2025-03-31 | 3.1 M | Beutel, Goodman & Company Ltd. | 2025-03-31 | 2.9 M | Ameriprise Financial Inc | 2025-03-31 | 2.7 M | Frontier Capital Management Co Inc | 2025-03-31 | 2.6 M | Fmr Inc | 2025-03-31 | 2.6 M | Blackrock Inc | 2025-03-31 | 29.3 M | Vanguard Group Inc | 2025-03-31 | 24.3 M |
Carlyle Fundamentals
| Return On Equity | 0.19 | ||||
| Return On Asset | 0.0512 | ||||
| Profit Margin | 0.22 % | ||||
| Operating Margin | 0.20 % | ||||
| Current Valuation | 30.69 B | ||||
| Shares Outstanding | 361.14 M | ||||
| Shares Owned By Insiders | 26.34 % | ||||
| Shares Owned By Institutions | 63.75 % | ||||
| Number Of Shares Shorted | 11.26 M | ||||
| Price To Earning | 6.52 X | ||||
| Price To Book | 3.80 X | ||||
| Price To Sales | 4.21 X | ||||
| Revenue | 4.09 B | ||||
| Gross Profit | 3.43 B | ||||
| EBITDA | 1.58 B | ||||
| Net Income | 1.08 B | ||||
| Cash And Equivalents | 1.61 B | ||||
| Cash Per Share | 4.42 X | ||||
| Total Debt | 9.5 B | ||||
| Debt To Equity | 1.24 % | ||||
| Current Ratio | 2.04 X | ||||
| Book Value Per Share | 15.46 X | ||||
| Cash Flow From Operations | (759.5 M) | ||||
| Short Ratio | 4.20 X | ||||
| Earnings Per Share | 2.94 X | ||||
| Price To Earnings To Growth | 1.41 X | ||||
| Target Price | 61.7 | ||||
| Number Of Employees | 2.3 K | ||||
| Beta | 1.85 | ||||
| Market Capitalization | 21.2 B | ||||
| Total Asset | 23.1 B | ||||
| Retained Earnings | 2.04 B | ||||
| Annual Yield | 0.02 % | ||||
| Five Year Return | 4.51 % | ||||
| Net Asset | 23.1 B | ||||
| Last Dividend Paid | 1.4 |
About Carlyle Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze 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 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.
Currently Active Assets on Macroaxis
| USOI | Credit Suisse X Links | |
| ULTY | Tidal Trust II | |
| CONY | YieldMax N Option | |
| BCAT | BlackRock Capital Allocation | |
| PDI | Pimco Dynamic Income |
Check out Carlyle Piotroski F Score and Carlyle Altman Z Score analysis. You can also try the Portfolio Anywhere module to track or share privately all of your investments from the convenience of any device.
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. 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.
Quarterly Earnings Growth 0.944 | Dividend Share 1.4 | Earnings Share 2.94 | Revenue Per Share | Quarterly Revenue Growth 0.561 |
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.