Carlyle Group CG has been analyzed by 14 analysts in the last three months, revealing a diverse range of perspectives from bullish to bearish.
Summarizing their recent assessments, the table below illustrates the evolving sentiments in the past 30 days and compares them to the preceding months.
| Bullish | Somewhat Bullish | Indifferent | Somewhat Bearish | Bearish | |
|---|---|---|---|---|---|
| Total Ratings | 0 | 6 | 8 | 0 | 0 |
| Last 30D | 0 | 0 | 0 | 0 | 0 |
| 1M Ago | 0 | 1 | 1 | 0 | 0 |
| 2M Ago | 0 | 2 | 2 | 0 | 0 |
| 3M Ago | 0 | 3 | 5 | 0 | 0 |
Analysts provide deeper insights through their assessments of 12-month price targets, revealing an average target of $57.0, a high estimate of $85.00, and a low estimate of $47.00. This upward trend is evident, with the current average reflecting a 10.38% increase from the previous average price target of $51.64.
Deciphering Analyst Ratings: An In-Depth Analysis
The standing of Carlyle Group among financial experts is revealed through an in-depth exploration of recent analyst actions. The summary below outlines key analysts, their recent evaluations, and adjustments to ratings and price targets.
| Analyst | Analyst Firm | Action Taken | Rating | Current Price Target | Prior Price Target |
|---|---|---|---|---|---|
| Michael Brown | Wells Fargo | Raises | Equal-Weight | $56.00 | $54.00 |
| Benjamin Budish | Barclays | Raises | Overweight | $59.00 | $57.00 |
| Chris Kotowski | Oppenheimer | Raises | Outperform | $85.00 | $78.00 |
| Benjamin Budish | Barclays | Raises | Overweight | $57.00 | $50.00 |
| Bill Katz | TD Cowen | Raises | Hold | $49.00 | $43.00 |
| Kyle Voigt | Keefe, Bruyette & Woods | Raises | Market Perform | $55.00 | $51.00 |
| Kenneth Worthington | JP Morgan | Raises | Neutral | $50.00 | $44.00 |
| Brent Dilts | UBS | Raises | Neutral | $54.00 | $43.00 |
| Chris Kotowski | Oppenheimer | Raises | Outperform | $78.00 | $64.00 |
| Glenn Schorr | Evercore ISI Group | Raises | In-Line | $47.00 | $45.00 |
| Michael Cyprys | Morgan Stanley | Raises | Equal-Weight | $50.00 | $46.00 |
| Devin Ryan | JMP Securities | Maintains | Market Outperform | $60.00 | $60.00 |
| Michael Brown | Wells Fargo | Raises | Equal-Weight | $48.00 | $42.00 |
| Benjamin Budish | Barclays | Raises | Overweight | $50.00 | $46.00 |
Key Insights:
- Action Taken: Analysts frequently update their recommendations based on evolving market conditions and company performance. Whether they 'Maintain', 'Raise' or 'Lower' their stance, it reflects their reaction to recent developments related to Carlyle Group. This information provides a snapshot of how analysts perceive the current state of the company.
- Rating: Analyzing trends, analysts offer qualitative evaluations, ranging from 'Outperform' to 'Underperform'. These ratings convey expectations for the relative performance of Carlyle Group compared to the broader market.
- Price Targets: Analysts gauge the dynamics of price targets, providing estimates for the future value of Carlyle Group's stock. This comparison reveals trends in analysts' expectations over time.
For valuable insights into Carlyle Group's market performance, consider these analyst evaluations alongside crucial financial indicators. Stay well-informed and make prudent decisions using our Ratings Table.
Stay up to date on Carlyle Group analyst ratings.
Unveiling the Story Behind Carlyle Group
The Carlyle Group is one of the world's largest alternative-asset managers, with $447.4 billion in total AUM, including $313.6 billion in fee-earning AUM, at the end of September 2024. The company has three core business segments: private equity, which includes private equity, real estate, infrastructure, and natural resources funds (accounting for 33% of fee-earning AUM and 57% of base management fees during 2023), global credit (51% and 27%) and investment solutions (16% and 16%). The firm primarily serves institutional investors and high-net-worth individuals. Carlyle operates through 29 offices across five continents, serving more than 2,900 active carry fund investors from 88 countries.
Carlyle Group: Financial Performance Dissected
Market Capitalization Analysis: Falling below industry benchmarks, the company's market capitalization reflects a reduced size compared to peers. This positioning may be influenced by factors such as growth expectations or operational capacity.
Revenue Growth: Carlyle Group displayed positive results in 3 months. As of 30 September, 2024, the company achieved a solid revenue growth rate of approximately 106.34%. This indicates a notable increase in the company's top-line earnings. As compared to competitors, the company surpassed expectations with a growth rate higher than the average among peers in the Financials sector.
Net Margin: Carlyle Group's net margin surpasses industry standards, highlighting the company's exceptional financial performance. With an impressive 46.02% net margin, the company effectively manages costs and achieves strong profitability.
Return on Equity (ROE): Carlyle Group's ROE excels beyond industry benchmarks, reaching 11.26%. This signifies robust financial management and efficient use of shareholder equity capital.
Return on Assets (ROA): Carlyle Group's financial strength is reflected in its exceptional ROA, which exceeds industry averages. With a remarkable ROA of 2.65%, the company showcases efficient use of assets and strong financial health.
Debt Management: With a high debt-to-equity ratio of 1.67, Carlyle Group faces challenges in effectively managing its debt levels, indicating potential financial strain.
How Are Analyst Ratings Determined?
Experts in banking and financial systems, analysts specialize in reporting for specific stocks or defined sectors. Their comprehensive research involves attending company conference calls and meetings, analyzing financial statements, and engaging with insiders to generate what are known as analyst ratings for stocks. Typically, analysts assess and rate each stock once per quarter.
In addition to their assessments, some analysts extend their insights by offering predictions for key metrics such as earnings, revenue, and growth estimates. This supplementary information provides further guidance for traders. It is crucial to recognize that, despite their specialization, analysts are human and can only provide forecasts based on their beliefs.
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This article was generated by Benzinga's automated content engine and reviewed by an editor.
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