Analyst Expectations For Carlyle Group's Future

Providing a diverse range of perspectives from bullish to bearish, 8 analysts have published ratings on Carlyle Group CG in the last three months.

The table below provides a snapshot of their recent ratings, showcasing how sentiments have evolved over the past 30 days and comparing them to the preceding months.

Providing deeper insights, analysts have established 12-month price targets, indicating an average target of $50.75, along with a high estimate of $68.00 and a low estimate of $44.00. A 6.23% drop is evident in the current average compared to the previous average price target of $54.12.

Diving into Analyst Ratings: An In-Depth Exploration

The perception of Carlyle Group by financial experts is analyzed through recent analyst actions. The following summary presents key analysts, their recent evaluations, and adjustments to ratings and price targets.

Key Insights:

• Action Taken: Responding to changing market dynamics and company performance, analysts update their recommendations. Whether they 'Maintain', 'Raise', or 'Lower' their stance, it signifies their response to recent developments related to Carlyle Group. This offers insight into analysts' perspectives on 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 navigate through adjustments in price targets, providing estimates for Carlyle Group's future value. Comparing current and prior targets offers insights into analysts' evolving expectations.

Analyzing these analyst evaluations alongside relevant financial metrics can provide a comprehensive view of Carlyle Group's market position. Stay informed and make data-driven decisions with the assistance of 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 $426.0 billion in total AUM, including $307.4 billion in fee-earning AUM, at the end of December 2023. The company has three core business segments: private equity, which includes private equity, real estate, infrastructure, and natural resources funds (accounting for 35% of fee-earning AUM and 63% of base management fees during 2023), global credit (50% and 25%) and investment solutions (15% and 12%). 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's Economic Impact: An Analysis

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.

Negative Revenue Trend: Examining Carlyle Group's financials over 3 months reveals challenges. As of 31 March, 2024, the company experienced a decline of approximately -5.48% in revenue growth, reflecting a decrease in top-line earnings. In comparison to its industry peers, the company trails behind with a growth rate lower than the average among peers in the Financials sector.

Net Margin: Carlyle Group's net margin falls below industry averages, indicating challenges in achieving strong profitability. With a net margin of 10.96%, the company may face hurdles in effective cost management.

Return on Equity (ROE): Carlyle Group's ROE is below industry averages, indicating potential challenges in efficiently utilizing equity capital. With an ROE of 1.28%, the company may face hurdles in achieving optimal financial returns.

Return on Assets (ROA): The company's ROA is below industry benchmarks, signaling potential difficulties in efficiently utilizing assets. With an ROA of 0.31%, the company may need to address challenges in generating satisfactory returns from its assets.

Debt Management: Carlyle Group's debt-to-equity ratio stands notably higher than the industry average, reaching 1.83. This indicates a heavier reliance on borrowed funds, raising concerns about financial leverage.

How Are Analyst Ratings Determined?

Analysts are specialists within banking and financial systems that typically report for specific stocks or within defined sectors. These people research company financial statements, sit in conference calls and meetings, and speak with relevant insiders to determine what are known as analyst ratings for stocks. Typically, analysts will rate each stock once a quarter.

Some analysts also offer predictions for helpful metrics such as earnings, revenue, and growth estimates to provide further guidance as to what to do with certain tickers. It is important to keep in mind that while stock and sector analysts are specialists, they are also human and can only forecast their beliefs to traders.

This article was generated by Benzinga's automated content engine and reviewed by an editor.