Is Carlyle Secured Stock a Good Investment?
Carlyle Secured Investment Advice | CGBD |
- Examine Carlyle Secured's financial health by looking at its balance sheet, income statement, and cash flow statement. Analyze key financial ratios, such as Price-to-Earnings (P/E), Price-to-Sales (P/S), and Price-to-Book (P/B), to determine whether the stock is fairly valued or over/undervalued.
- Research Carlyle Secured's leadership team and their track record. Good management can help Carlyle Secured navigate difficult times and make strategic decisions that benefit shareholders and increases its net worth.
- Consider the overall health of the Asset Management & Custody Banks space and any emerging trends that could impact Carlyle Secured's business and its evolving consumer preferences.
- Compare Carlyle Secured's performance and market position to its competitors. Analyze how Carlyle Secured is positioned in terms of product offerings, innovation, and market share.
- Check if Carlyle Secured pays a dividend and its dividend yield and payout ratio.
- Review what financial analysts are saying about Carlyle Secured's stock and their price targets. However, remember that analysts' opinions can vary, and their predictions may not always be accurate.
It's important to note that investing in Carlyle Secured Lending stock, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember that it's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. Below is a detailed guide on how to decide if Carlyle Secured Lending is a good investment.
Sell | Buy |
Hold
Market Performance | Very Weak | Details | |
Volatility | Very steady | Details | |
Hype Condition | Stale | Details | |
Current Valuation | Fairly Valued | Details | |
Odds Of Distress | Very Small | Details | |
Economic Sensitivity | Barely shadows the market | Details | |
Investor Sentiment | Alarmed | Details | |
Analyst Consensus | Buy | Details | |
Financial Strenth (F Score) | Very Strong | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
Examine Carlyle Secured Stock
Researching Carlyle Secured's stock involves analyzing various aspects of the company and its industry to make an informed investment decision. The key areas to focus on are fundamentals, business model and competitive advantage. It is also important to analyze trends in revenue, net income, and cash flow, as well as key financial ratios, such as price-to-earnings (P/E), price-to-sales (P/S), and debt-to-equity (D/E). About 26.0% of the company shares are held by institutions such as insurance companies. The company has price-to-book (P/B) ratio of 0.96. Some equities with similar Price to Book (P/B) outperform the market in the long run. Carlyle Secured Lending has Price/Earnings (P/E) ratio of 179.5. The entity last dividend was issued on the 31st of December 2024.
To determine if Carlyle Secured is a good investment, evaluating the company's potential for future growth is also very important. This may include expanding into new markets, launching new products or services, or improving operational efficiency. Companies with strong growth prospects can be more attractive investments. This aspect of the research should be conducted in the context of the overall market and industry in which the company operates and should include an analysis of growth potential, competitive landscape, and any regulatory or economic factors that could impact the business. Some of the essential points regarding Carlyle Secured's research are outlined below:
| Carlyle Secured is unlikely to experience financial distress in the next 2 years | |
| Carlyle Secured has a very strong financial position based on the latest SEC filings | |
| On 17th of October 2024 Carlyle Secured paid $ 0.47 per share dividend to its current shareholders | |
| Latest headline from thelincolnianonline.com: BluePointe Capital Management LLC Purchases 2,691 Shares of Carlyle Secured Lending, Inc. |
Carlyle Secured Quarterly Liabilities And Stockholders Equity |
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Carlyle Secured uses earnings reports to provide investors with an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Therefore, it is also crucial when considering investing in Carlyle Secured Lending. Every quarterly earnings report provides investors with an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to Carlyle Secured's previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.
| 26th of February 2024 Upcoming Quarterly Report | View | |
| 14th of May 2024 Next Financial Report | View | |
| 31st of December 2023 Next Fiscal Quarter End | View | |
| 26th of February 2024 Next Fiscal Year End | View | |
| 30th of September 2023 Last Quarter Report | View | |
| 31st of December 2022 Last Financial Announcement | View |
Earnings surprises can significantly impact Carlyle Secured's stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate. Below are the table of largest EPS Surprises Carlyle Secured's investors have experienced.
| Reported | Fiscal Date | Estimated EPS | Reported EPS | Surprise | |||
|---|---|---|---|---|---|---|---|
2018-08-07 | 2018-06-30 | 0.4 | 0.45 | 0.05 | 12 | ||
2019-02-26 | 2018-12-31 | 0.41 | 0.47 | 0.06 | 14 | ||
2022-05-03 | 2022-03-31 | 0.39 | 0.47 | 0.08 | 20 | ||
2017-08-08 | 2017-06-30 | 0.37 | 0.47 | 0.1 | 27 | ||
2023-02-28 | 2022-12-31 | 0.46 | 0.35 | -0.11 | 23 | ||
2022-11-08 | 2022-09-30 | 0.41 | 0.58 | 0.17 | 41 |
Know Carlyle Secured's Top Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Carlyle Secured is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Carlyle Secured Lending backward and forwards among themselves. Carlyle Secured's institutional investor refers to the entity that pools money to purchase Carlyle Secured's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Muzinich & Co Inc | 2024-09-30 | 216.8 K | Sumitomo Mitsui Trust Group Inc | 2024-09-30 | 211.7 K | Neuberger Berman Group Llc | 2024-06-30 | 208.1 K | Logix Investments, Llc | 2024-09-30 | 198 K | Blackrock Inc | 2024-06-30 | 185.2 K | Novare Capital Management Llc | 2024-09-30 | 177.8 K | Ameriprise Financial Inc | 2024-06-30 | 171.8 K | Goldman Sachs Group Inc | 2024-06-30 | 168.8 K | Mckinley Capital Management Llc | 2024-06-30 | 166.6 K | Morgan Stanley - Brokerage Accounts | 2024-06-30 | 4 M | Lsv Asset Management | 2024-09-30 | 1.4 M |
Carlyle Secured's market capitalization trends
The company currently falls under 'Small-Cap' category with a current market capitalization of 825.7 M.Market Cap |
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Carlyle Secured's profitablity analysis
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | 0.05 | 0.05 | |
| Return On Capital Employed | 0.10 | 0.10 | |
| Return On Assets | 0.05 | 0.05 | |
| Return On Equity | 0.10 | 0.11 |
Determining Carlyle Secured's profitability involves analyzing its financial statements and using various financial metrics to determine if Carlyle Secured is a good buy. For example, gross profit margin measures Carlyle Secured's profitability after accounting for the cost of goods sold, while net profit margin measures profitability after accounting for all expenses. Other important metrics include return on assets, return on equity, and free cash flow. By reviewing multiple sources and metrics, you can gain a complete picture of Carlyle Secured's profitability and make more informed investment decisions.
Please note, the presentation of Carlyle Secured's financial position, as portrayed in its financial statements, is often influenced by management's estimates, judgments, and sometimes even manipulations. In the best case, Carlyle Secured's management is honest, while the outside auditors are strict and uncompromising. Please utilize our Beneish M Score to check the likelihood of Carlyle Secured's management manipulating its earnings.
Evaluate Carlyle Secured's management efficiency
Carlyle Secured Lending has return on total asset (ROA) of 0.0603 % which means that it generated a profit of $0.0603 on every $100 spent on assets. This is way below average. Similarly, it shows a return on stockholder's equity (ROE) of 0.1072 %, meaning that it created $0.1072 on every $100 dollars invested by stockholders. Carlyle Secured's management efficiency ratios could be used to measure how well Carlyle Secured manages its routine affairs as well as how well it operates its assets and liabilities. The current year's Return On Tangible Assets is expected to grow to 0.05. The current year's Return On Capital Employed is expected to grow to 0.10. At present, Carlyle Secured's Other Current Assets are projected to increase significantly based on the last few years of reporting. The current year's Return On Tangible Assets is expected to grow to 0.05, whereas Non Current Assets Total are forecasted to decline to about 1.6 B.| Last Reported | Projected for Next Year | ||
| Book Value Per Share | 16.21 | 12.70 | |
| Tangible Book Value Per Share | 16.21 | 12.70 | |
| Enterprise Value Over EBITDA | 10.37 | 9.85 | |
| Price Book Value Ratio | 0.92 | 1.26 | |
| Enterprise Value Multiple | 10.37 | 9.85 | |
| Price Fair Value | 0.92 | 1.26 | |
| Enterprise Value | 1.8 B | 1.1 B |
Carlyle Secured's management has consistently demonstrated strong leadership, driving both financial growth and operational excellence. By analyzing current market trends and future growth opportunities, we assess the stock's true value and potential for investors.
Dividend Yield 0.111 | Forward Dividend Yield 0.111 | Forward Dividend Rate 1.8 | Beta 1.646 |
Basic technical analysis of Carlyle Stock
As of the 18th of November 2024, Carlyle Secured shows the Downside Deviation of 1.1, mean deviation of 0.8399, and Risk Adjusted Performance of 0.0216. Carlyle Secured Lending 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 Secured Lending value at risk, expected short fall, and the relationship between the treynor ratio and downside variance to decide if Carlyle Secured Lending is priced correctly, providing market reflects its regular price of 16.22 per share. Given that Carlyle Secured has jensen alpha of (0), we suggest you to validate Carlyle Secured Lending's prevailing market performance to make sure the company can sustain itself at a future point.Carlyle Secured's insider trading activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Carlyle Secured insiders, such as employees or executives, is commonly permitted as long as it does not rely on Carlyle Secured's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Carlyle Secured insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Carlyle Secured's Outstanding Corporate Bonds
Carlyle Secured issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Carlyle Secured Lending uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Carlyle bonds can be classified according to their maturity, which is the date when Carlyle Secured Lending has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
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Understand Carlyle Secured's technical and predictive indicators
Using predictive indicators to make investment decisions involves analyzing Carlyle Secured's various financial and market-based factors to help forecast future trends and identify investment opportunities. Select the indicators that are most relevant to your investment strategy. Each indicator has its own strengths and weaknesses, so it's essential to combine multiple indicators to get a more comprehensive view of the market and reduce the risk of making poor decisions based on limited data.
| Risk Adjusted Performance | 0.0216 | |||
| Market Risk Adjusted Performance | 0.097 | |||
| Mean Deviation | 0.8399 | |||
| Semi Deviation | 1.04 | |||
| Downside Deviation | 1.1 | |||
| Coefficient Of Variation | 4000.88 | |||
| Standard Deviation | 1.04 | |||
| Variance | 1.09 | |||
| Information Ratio | (0.08) | |||
| Jensen Alpha | (0) | |||
| Total Risk Alpha | (0.12) | |||
| Sortino Ratio | (0.07) | |||
| Treynor Ratio | 0.087 | |||
| Maximum Drawdown | 4.68 | |||
| Value At Risk | (1.71) | |||
| Potential Upside | 1.5 | |||
| Downside Variance | 1.22 | |||
| Semi Variance | 1.08 | |||
| Expected Short fall | (0.87) | |||
| Skewness | (0.11) | |||
| Kurtosis | (0.29) |
| Risk Adjusted Performance | 0.0216 | |||
| Market Risk Adjusted Performance | 0.097 | |||
| Mean Deviation | 0.8399 | |||
| Semi Deviation | 1.04 | |||
| Downside Deviation | 1.1 | |||
| Coefficient Of Variation | 4000.88 | |||
| Standard Deviation | 1.04 | |||
| Variance | 1.09 | |||
| Information Ratio | (0.08) | |||
| Jensen Alpha | (0) | |||
| Total Risk Alpha | (0.12) | |||
| Sortino Ratio | (0.07) | |||
| Treynor Ratio | 0.087 | |||
| Maximum Drawdown | 4.68 | |||
| Value At Risk | (1.71) | |||
| Potential Upside | 1.5 | |||
| Downside Variance | 1.22 | |||
| Semi Variance | 1.08 | |||
| Expected Short fall | (0.87) | |||
| Skewness | (0.11) | |||
| Kurtosis | (0.29) |
Consider Carlyle Secured's intraday indicators
Carlyle Secured intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Carlyle Secured stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
Carlyle Secured Corporate Filings
8K | 5th of November 2024 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
| 15th of October 2024 Prospectus used primarily for registering securities for public sale. | ViewVerify | |
| 7th of October 2024 Other Reports | ViewVerify | |
F4 | 30th of August 2024 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
Carlyle Stock media impact
Far too much social signal, news, headlines, and media speculation about Carlyle Secured that are available to investors today. That information is available publicly through Carlyle media outlets and privately through word of mouth or via Carlyle internal channels. However, regardless of the origin, that massive amount of Carlyle data is challenging to quantify into actionable patterns, especially for investors that are not very sophisticated with ever-evolving tools and techniques used in the investment management field.
A primary focus of Carlyle Secured news analysis is to determine if its current price reflects all relevant headlines and social signals impacting the current market conditions. A news analyst typically looks at the history of Carlyle Secured relative headlines and hype rather than examining external drivers such as technical or fundamental data. It is believed that price action tends to repeat itself due to investors' collective, patterned thinking related to Carlyle Secured's headlines and news coverage data. This data is often completely overlooked or insufficiently analyzed for actionable insights to drive Carlyle Secured alpha.
Carlyle Secured Sentiment by Major News Outlets
Investor sentiment, mood or attitude towards Carlyle Secured can have a significant impact on its stock price or the market as a whole. This sentiment can be positive or negative, and various factors, such as economic indicators, news events, or market trends, can influence it. When investor sentiment is positive, investors are more likely to buy stocks, increasing demand and increasing the stock price. Positive investor sentiment can be driven by good news about the company or the broader market, such as solid earnings reports or positive economic data.
Note that negative investor sentiment can cause investors to sell stocks, leading to a decrease in demand and a drop in the stock price. Negative sentiment can be driven by factors such as poor earnings reports, negative news about the company or industry, or broader economic concerns. It's important to note that investor sentiment is just one of many factors that can affect stock prices. Other factors, such as company performance, industry trends, and global economic conditions, can also play a significant role in determining the value of a stock.
Carlyle Secured Corporate Management
| Michael Hadley | VP Underwriting | Profile | |
| Inoki Suarez | Managing Strategies | Profile | |
| CFA CFA | VP MD | Profile | |
| Jason Zhao | TCG Associate | Profile | |
| Daniel CFA | Managing Credit | Profile | |
| Allison Rudary | Investor Head | Profile | |
| Desiree Annunziato | Principal Treasurer | Profile |
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Carlyle Secured Lending. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in bureau of labor statistics. You can also try the Idea Analyzer module to analyze all characteristics, volatility and risk-adjusted return of Macroaxis ideas.
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.
In summary, please note that there is a difference between Carlyle Secured's value and its price, as these two are different measures arrived at by various 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.