The Carlyle Group L.P. (NASDAQ: CG) is one of 57 publicly-traded companies in the “Investment Management” industry, but how does it contrast to its peers? We will compare The Carlyle Group L.P. to related businesses based on the strength of its dividends, risk, profitability, analyst recommendations, earnings, institutional ownership and valuation.

Risk and Volatility

The Carlyle Group L.P. has a beta of 1.81, meaning that its stock price is 81% more volatile than the S&P 500. Comparatively, The Carlyle Group L.P.’s peers have a beta of 1.41, meaning that their average stock price is 41% more volatile than the S&P 500.

Analyst Ratings

This is a breakdown of current ratings and price targets for The Carlyle Group L.P. and its peers, as reported by MarketBeat.com.

Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
The Carlyle Group L.P. 0 4 5 0 2.56
The Carlyle Group L.P. Competitors 661 2032 1956 38 2.29

The Carlyle Group L.P. currently has a consensus target price of $22.88, indicating a potential downside of 2.87%. As a group, “Investment Management” companies have a potential downside of 0.08%. Given The Carlyle Group L.P.’s peers higher possible upside, analysts clearly believe The Carlyle Group L.P. has less favorable growth aspects than its peers.

Dividends

The Carlyle Group L.P. pays an annual dividend of $1.68 per share and has a dividend yield of 7.1%. The Carlyle Group L.P. pays out 128.2% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. As a group, “Investment Management” companies pay a dividend yield of 3.7% and pay out 66.3% of their earnings in the form of a dividend.

Institutional and Insider Ownership

40.6% of The Carlyle Group L.P. shares are held by institutional investors. Comparatively, 52.0% of shares of all “Investment Management” companies are held by institutional investors. 26.8% of shares of all “Investment Management” companies are held by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock is poised for long-term growth.

Valuation and Earnings

This table compares The Carlyle Group L.P. and its peers top-line revenue, earnings per share (EPS) and valuation.

Gross Revenue EBITDA Price/Earnings Ratio
The Carlyle Group L.P. $3.21 billion $894.40 million 17.98
The Carlyle Group L.P. Competitors $835.74 million $236.68 million -9.62

The Carlyle Group L.P. has higher revenue and earnings than its peers. The Carlyle Group L.P. is trading at a higher price-to-earnings ratio than its peers, indicating that it is currently more expensive than other companies in its industry.

Profitability

This table compares The Carlyle Group L.P. and its peers’ net margins, return on equity and return on assets.

Net Margins Return on Equity Return on Assets
The Carlyle Group L.P. 4.13% 41.32% 7.03%
The Carlyle Group L.P. Competitors 30.21% 110.12% 29.14%

Summary

The Carlyle Group L.P. peers beat The Carlyle Group L.P. on 8 of the 15 factors compared.

The Carlyle Group L.P. Company Profile

The Carlyle Group L.P. is a diversified multi-product global alternative asset management firm. The Company operates in four segments: Corporate Private Equity (CPE), Real Assets, Global Market Strategies (GMS) and Investment Solutions. Corporate Private Equity advises its buyout and growth capital funds, which pursue various corporate investments of different sizes and growth potentials. As of December 31, 2016, the Real Assets segment advised its 26 active carry funds focused on real estate, infrastructure and energy and natural resources (including power). As of December 31, 2016, the Global Market Strategies segment advised a group of 57 active funds that pursue investment strategies, including leveraged loans and structured credit, energy mezzanine opportunities, middle market lending and distressed debt. Its Investment Solutions segment provides investment opportunities and resources for its investors and clients.

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