Carlyle Secured Net Worth
Carlyle Secured Net Worth Breakdown | CGBD |
Carlyle Secured Net Worth Analysis
Carlyle Secured's net worth analysis, or its valuation, is the process of determining the total value of the company. This involves assessing a range of factors, including Carlyle Secured's financial performance, assets, liabilities, and potential for growth. The ultimate goal is to provide a clear understanding of Carlyle Secured's overall worth, which can help investors make informed investment decisions. There are several methods that can be used to perform Carlyle Secured's net worth analysis. One common approach is to calculate Carlyle Secured's market capitalization.Another approach is to use the price-to-earnings ratio (P/E ratio), which compares Carlyle Secured's stock price to its earnings per share (EPS). Discounted cash flow (DCF) analysis is another popular method for assessing Carlyle Secured's net worth. This approach calculates the present value of Carlyle Secured's future cash flows, taking into account factors such as growth rate, profitability, and risk. By comparing the present value of Carlyle Secured's cash flows to its current stock price, investors can gain a better understanding of the company's overall value. Finally, investors may use comparable company analysis to evaluate Carlyle Secured's net worth. This involves comparing Carlyle Secured's financial metrics to similar companies in the same industry. By identifying companies with similar financial characteristics, investors can gain insight into Carlyle Secured's net worth relative to its peers.
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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 net worth research are outlined below:
| Carlyle Secured generated a negative expected return over the last 90 days | |
| Carlyle Secured is unlikely to experience financial distress in the next 2 years | |
| Carlyle Secured has a strong financial position based on the latest SEC filings | |
| Latest headline from MacroaxisInsider: Acquisition by Mark Jenkins of 3800 shares of Carlyle Secured at 16.83 subject to Rule 16b-3 |
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 |
Carlyle Secured Target Price Consensus
We track the performance of the top 100 financial experts across various large and mid-size financial boutiques. Carlyle target price is determined by taking all analyst projections and averaging them out. There is no one specific way to measure analysts' performance other than comparing it to past results via a very sophisticated attribution analysis. Carlyle Secured's target price projections below should be used in combination with other traditional price prediction techniques such as stock price forecasting, investor sentiment analysis, technical analysis, earnings estimate, and various momentum models.
| 5 | Buy |
Most Carlyle analysts issue ratings four times a year, at intervals of three months. Ratings are usually accompanied by a target price to help potential investors understand Carlyle stock's fair price compared to its market value. Analysts arrive at stock ratings after researching the public financial statements of Carlyle Secured Lending, talking to its executives and customers, or listening to those companies' conference calls.
Macroaxis Advice Exposure ValuationCarlyle Secured Target Price Projection
Carlyle Secured's current and average target prices are 16.97 and 15.60, respectively. The current price of Carlyle Secured is the price at which Carlyle Secured Lending is currently trading. On the other hand, Carlyle Secured's target price is what analysts think the stock is worth or could sell for in the future. The more significant the discrepancy between the two prices, the more it stimulates investors to act.Current Price
Carlyle Secured Market Quote on 30th of September 2024
Target Price
Analyst Consensus On Carlyle Secured Target Price
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 | Sumitomo Mitsui Trust Holdings Inc | 2024-06-30 | 245.3 K | Novare Capital Management Llc | 2024-06-30 | 209.4 K | Neuberger Berman Group Llc | 2024-06-30 | 208.1 K | Dh Logix, Llc | 2024-06-30 | 198 K | Blackrock Inc | 2024-06-30 | 185.2 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 | Raymond James & Associates | 2024-06-30 | 126.9 K | Morgan Stanley - Brokerage Accounts | 2024-06-30 | 2 M | Lsv Asset Management | 2024-06-30 | 1.6 M |
Follow Carlyle Secured's market capitalization trends
The company currently falls under 'Small-Cap' category with a current market capitalization of 890.87 M.Market Cap |
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Project Carlyle Secured's profitablity
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | 0.05 | 0.05 | |
| Return On Capital Employed | 0.09 | 0.09 | |
| Return On Assets | 0.05 | 0.05 | |
| Return On Equity | 0.10 | 0.11 |
When accessing Carlyle Secured's net worth, it's important to look at multiple sources and consider different scenarios. 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 0.1189 %, meaning that it created $0.1189 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 0.09. At present, Carlyle Secured's Total 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 | 16.24 | 12.70 | |
| Tangible Book Value Per Share | 16.24 | 12.70 | |
| Enterprise Value Over EBITDA | 10.37 | 10.89 | |
| Price Book Value Ratio | 0.92 | 1.26 | |
| Enterprise Value Multiple | 10.37 | 10.89 | |
| Price Fair Value | 0.92 | 1.26 | |
| Enterprise Value | 1.8 B | 1.1 B |
The analysis of Carlyle Secured's management efficiency is an essential part of evaluating and assessing the financial and operational performance of the entity. It is also vital to analyze Carlyle Secured's future growth prospects and the overall market conditions to determine the value and potential of its stock. The analysis involves studying a range of financial metrics such as revenue, earnings, profit margins, cash flow, debt, market share, and external factors such as economic trends, industry outlook, competition, and government regulations. The goal of Carlyle Stock analysis is to determine whether it is undervalued, fairly valued, or overvalued and to make informed investment decisions.
Enterprise Value Revenue 15.6734 | Revenue 243.5 M | Quarterly Revenue Growth (0.03) | Revenue Per Share 4.793 | Return On Equity 0.1189 |
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 Corporate Filings
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 |
| 6th of August 2024 Other Reports | ViewVerify | |
8K | 5th of August 2024 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
| 13th of May 2024 Other Reports | ViewVerify |
Carlyle Secured Earnings Estimation Breakdown
The calculation of Carlyle Secured's earning per share is based on the data from the past 12 consecutive months, used for reporting the company's financial figures. The next projected EPS of Carlyle Secured is estimated to be 0.48 with the future projection ranging from a low of 0.46 to a high of 0.52. Please be aware that this consensus of annual earnings estimates for Carlyle Secured Lending is based on EPS before non-recurring items and includes expenses related to employee stock options.Last Reported EPS
0.46 Lowest | Expected EPS | 0.52 Highest |
Carlyle Secured Earnings Projection Consensus
Suppose the current estimates of Carlyle Secured's value are higher than the current market price of the Carlyle Secured stock. In this case, investors may conclude that Carlyle Secured is overpriced and will exhibit bullish sentiment. On the other hand, if the present value is lower than the stock price, analysts may conclude that the market undervalues the equity. These scenarios may suggest that the market is not as efficient as it should be at the estimation time, and Carlyle Secured's stock will quickly adjusts to the new information provided by the consensus estimate.
| Number of Analysts | Historical Accuracy | Last Reported EPS | Estimated EPS for 30th of September 2024 | Current EPS (TTM) | |
| 4 | 92.29% | 0.51 | 0.48 | 1.91 |
Carlyle Secured Earnings per Share Projection vs Actual
Actual Earning per Share of Carlyle Secured refers to what the company shows during its earnings calls or quarterly reports. The Expected EPS is what analysts covering Carlyle Secured Lending predict the company's earnings will be in the future. The higher the earnings per share of Carlyle Secured, the better is its profitability. While calculating the Earning per Share, we use the weighted ratio, as the number of shares outstanding can change over time.Carlyle Secured Estimated Months Earnings per Share
For an investor who is primarily interested in generating an income out of investing in entities such as Carlyle Secured, the EPS ratio can tell if the company is intending to increase its current dividend. Although EPS is an essential tool for investors, it should not be used in isolation. EPS of Carlyle Secured should always be considered in relation to other companies to make a more educated investment decision.Carlyle Quarterly Analyst Estimates and Surprise Metrics
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.
| Reported | Fiscal Date | Estimated EPS | Reported EPS | Surprise | |||
|---|---|---|---|---|---|---|---|
2024-08-05 | 2024-06-30 | 0.51 | 0.51 | 0.0 | 0 | ||
2024-05-07 | 2024-03-31 | 0.51 | 0.53 | 0.02 | 3 | ||
2024-02-26 | 2023-12-31 | 0.52 | 0.56 | 0.04 | 7 | ||
2023-11-07 | 2023-09-30 | 0.51 | 0.52 | 0.01 | 1 | ||
2023-08-08 | 2023-06-30 | 0.5 | 0.52 | 0.02 | 4 | ||
2023-05-10 | 2023-03-31 | 0.49 | 0.5 | 0.01 | 2 | ||
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 | ||
2022-08-09 | 2022-06-30 | 0.38 | 0.4 | 0.02 | 5 | ||
2022-05-03 | 2022-03-31 | 0.39 | 0.47 | 0.08 | 20 | ||
2022-02-22 | 2021-12-31 | 0.39 | 0.39 | 0.0 | 0 | ||
2021-11-02 | 2021-09-30 | 0.37 | 0.39 | 0.02 | 5 | ||
2021-08-03 | 2021-06-30 | 0.36 | 0.38 | 0.02 | 5 | ||
2021-05-04 | 2021-03-31 | 0.36 | 0.36 | 0.0 | 0 | ||
2021-02-23 | 2020-12-31 | 0.36 | 0.36 | 0.0 | 0 | ||
2020-11-04 | 2020-09-30 | 0.36 | 0.34 | -0.02 | 5 | ||
2020-08-04 | 2020-06-30 | 0.36 | 0.38 | 0.02 | 5 | ||
2020-05-05 | 2020-03-31 | 0.4 | 0.42 | 0.02 | 5 | ||
2020-02-25 | 2019-12-31 | 0.43 | 0.43 | 0.0 | 0 | ||
2019-11-05 | 2019-09-30 | 0.43 | 0.45 | 0.02 | 4 | ||
2019-08-06 | 2019-06-30 | 0.44 | 0.46 | 0.02 | 4 | ||
2019-05-07 | 2019-03-31 | 0.42 | 0.45 | 0.03 | 7 | ||
2019-02-26 | 2018-12-31 | 0.41 | 0.47 | 0.06 | 14 | ||
2018-11-06 | 2018-09-30 | 0.4 | 0.41 | 0.01 | 2 | ||
2018-08-07 | 2018-06-30 | 0.4 | 0.45 | 0.05 | 12 | ||
2018-05-03 | 2018-03-31 | 0.4 | 0.4 | 0.0 | 0 | ||
2018-02-27 | 2017-12-31 | 0.4 | 0.43 | 0.03 | 7 | ||
2017-11-07 | 2017-09-30 | 0.4 | 0.41 | 0.01 | 2 | ||
2017-08-08 | 2017-06-30 | 0.37 | 0.47 | 0.1 | 27 |
Carlyle Secured Corporate Management
| Michael Hadley | VP Underwriting | Profile | |
| Inoki Suarez | Managing Strategies | Profile | |
| CFA CFA | VP MD | Profile | |
| Jason Zhao | TCG Associate | Profile | |
| Allison Rudary | Investor Head | Profile | |
| Desiree Annunziato | Principal Treasurer | Profile |
Additional Information and Resources on Investing in Carlyle Stock
When determining whether Carlyle Secured Lending is a strong investment it is important to analyze Carlyle Secured's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact Carlyle Secured's future performance. For an informed investment choice regarding Carlyle Stock, refer to the following important reports: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 Bollinger Bands module to use Bollinger Bands indicator to analyze target price for a given investing horizon.
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 3.402 | Dividend Share 1.54 | Earnings Share 1.91 | Revenue Per Share 4.793 | Quarterly Revenue Growth (0.03) |
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.