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The Carlyle Group L.P

CG | US

48.90

USD

-2.77

-5.36%

CG | US

About The Carlyle Group L.P

Sector

Financial Services

Industry

Asset Management

Earnings date

30/06/2024

As of date

06/03/2026

Close

48.90

Open

49.87

High

50.37

Low

48.25

The Carlyle Group Inc. is an investment firm specializing in direct and fund of fund investments. Within direct investments it specializes in management-led/ Leveraged buyouts privatizations divestitures strategic minority equity investments structured credit global distressed and corporate opportunities small and middle market equity private placements consolidations and buildups senior debt mezzanine and leveraged finance and venture and growth capital financings seed/startup early venture emerging growth turnaround mid venture late venture PIPES. The firm invests across four segments which include Corporate Private Equity Real Assets Global Market Strategies and Solutions. The firm typically invests in industrial agribusiness ecological sector fintech airports parking Plastics Rubber diversified natural resources minerals farming aerospace defense automotive consumer retail industrial infrastructure energy power healthcare software software enabled services semiconductors communications infrastructure financial technology utilities gaming systems and related supply chain electronic systems systems oil and gas processing facilities power generation assets technology systems real estate financial services transportation business services telecommunications media and logistics sectors. Within the industrial sector the firm invests in manufacturing building products packaging chemicals metals and mining forestry and paper products and industrial consumables and services. In consumer and retail sectors it invests in food and beverage retail restaurants consumer products domestic consumption consumer services personal care products direct marketing and education. Within aerospace defense business services and government services sectors it seeks to invest in defense electronics manufacturing and services government contracting and services information technology distribution companies. In telecommunication and media sectors it i

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CG | US

Risk
57.4
Sharpe
0.08
Luna's Score
45/100
Recommendation
Sell

Luna says (CG | US)

What's Working

Largecap (10B - 200B USD)

Good Dividend Yield (2% <= Dividend Yield <= 8%)

Strong Operating Margin (> 25%)

Strong Revenue Growth (> 10%)

What's not Working

Negative Momentum (Declining Price)

Weakness based on declining price with high volume

Price Below SMA10D

High Short-term Volatility

High Market Beta (> 0.8)

High Debt to Equity (> 0.75)

High Debt to Asset (> 0.45)

Weak Sharpe Ratio (< 0.3)

Volatility Signals

Bullish: Stable Volatility (6-month <= 1-month volatility) is positive for the stock performance.

Risk Meter

10 days

59.9%

1 month

57.4%

3 months

43.6%

6 months

38.9%

Returns

Fundamental Ratios

PE

-

Fwd. PE

11.47

Price to book

3.64

Debt to equity

2.10

Debt to assets

0.47

Ent. to EBITDA

8.60

Ent. to rev.

18.13

PEG

1.21

Other Fundamentals

EBITDA

1.25B

MarketCap

17.43B

MarketCap(USD)

17.43B

Div. yield

2.73

Op. margin

25.20

Erngs. growth

-35.10

Rev. growth

169.40

Ret. on equity

-5.03

Short ratio

7.81

Short perc.

7.83

Market Sentiment (SMA and Price signals)

Short-term: Bearish (SMA10D < SMA1M)

Intermediate-term: Bearish (SMA1M < SMA3M)

Long-term: Bullish (SMA6M > SMA12M)

SMAs: Stock Price Trends

Range10D

6.55

Range1M

13.23

Range3M

19.05

Volumes: Market Activity

Rel. volume

1.14

Price X volume

210.56M

Peers

Name
Ticker
Industry
Close
Marketcap
Day Return
PE Ratio
Debt to Equity
 
 
 
 
 
 
 
 
Carlisle Companies IncorporatedCSLRubber & Plastics354.5616.40B-5.40%26.6676.23%
Warner Music Group CorpWMGEntertainment27.8414.42B-4.33%31.16880.54%
RRXRRXSpecialty Industrial Machinery186.512.41B-6.25%n/a93.30%
Grupo Aeroportuario del Pacffico S.A.B. de C.VPACAirports & Air Services237.3511.96B-2.62%18.90235.30%
Advanced Drainage Systems IncWMSRubber & Plastics146.1111.33B-1.94%24.89100.30%
Grupo Aeroportuario del Sureste S. A. B. de C. VASRAirports & Air Services333.2210.14B-1.37%15.4026.40%
ZWSZWSPollution & Treatment Controls47.398.10B-2.17%51.2334.19%
Madison Square Garden Sports CorpMSGSEntertainment313.347.51B-1.64%89.16-415.01%
JOBYJOBYAirports & Air Services9.556.84B-0.62%n/a3.36%
Federal Signal CorporationFSSPollution & Treatment Controls108.776.65B-3.20%27.0625.82%
  • 1

Diversifiers

Name
Ticker
Industry
Close
Marketcap
Day Return
PE Ratio
Debt to Equity
 
 
 
 
 
 
 
 
Avery Dennison CorporationAVYBuilding Products & Equipment179.6414.46B-2.23%27.93140.74%
Henry Schein IncHSICMedical Distribution77.69.83B-3.21%26.7180.81%
Dolby Laboratories IncDLBMedia - Diversified65.296.23B-0.35%34.320.00%
FBINFBINBuilding Products & Equipment45.685.67B-5.25%25.57130.24%
Cinemark Holdings IncCNKMedia - Diversified27.653.38B-2.12%27.93934.91%
Prestige Brands Holdings IncPBHMedical Distribution67.193.33B-1.09%17.7465.62%
VeriFone Systems IncPAYBuilding Products & Equipment25.843.22B1.37%102.462.10%
IMAX CorporationIMAXMedia - Diversified40.82.15B0.84%54.26110.44%
HNI CorporationHNIBuilding Products & Equipment41.441.95B-2.61%22.1276.47%
Pitney Bowes IncPBIBuilding Products & Equipment10.581.90B-2.76%n/a-571.93%
  • 1

Industry Comparison

ParameterCompanyIndustryIndicator
Enterprise to EBITDA8.60332.92Cheaper
Ent. to Revenue18.1318.60Par
PE Ratio-20.20-
Price to Book3.642.63Expensive
Dividend Yield2.737.25Poor
Std. Deviation (3M)43.6121.97Riskier
Debt to Equity2.1050.50Cheaper
Debt to Assets0.4744.08Cheaper
Market Cap17.43B8.59BMarket Leader
  • 1

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