Critical Survey: The Carlyle Group L.P. (CG) versus Its Rivals
The Carlyle Group L.P. (NASDAQ: CG) is one of 60 publicly-traded companies in the “Investment Management” industry, but how does it compare to its rivals? We will compare The Carlyle Group L.P. to related companies based on the strength of its profitability, earnings, analyst recommendations, valuation, dividends, risk and institutional ownership.
This is a summary of recent ratings for The Carlyle Group L.P. and its rivals, as reported by MarketBeat.
|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||640||2030||2083||34||2.32|
The Carlyle Group L.P. presently has a consensus target price of $23.25, suggesting a potential downside of 4.52%. As a group, “Investment Management” companies have a potential downside of 2.57%. Given The Carlyle Group L.P.’s rivals higher probable upside, analysts clearly believe The Carlyle Group L.P. has less favorable growth aspects than its rivals.
This table compares The Carlyle Group L.P. and its rivals’ 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||30.49%||106.86%||28.68%|
Volatility & Risk
The Carlyle Group L.P. has a beta of 1.84, meaning that its stock price is 84% more volatile than the S&P 500. Comparatively, The Carlyle Group L.P.’s rivals have a beta of 1.42, meaning that their average stock price is 42% more volatile than the S&P 500.
The Carlyle Group L.P. pays an annual dividend of $1.68 per share and has a dividend yield of 6.9%. 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 3.4% and pay out 65.6% of their earnings in the form of a dividend.
Institutional & Insider Ownership
40.7% of The Carlyle Group L.P. shares are held by institutional investors. Comparatively, 47.8% of shares of all “Investment Management” companies are held by institutional investors. 26.8% of shares of all “Investment Management” companies are held by company insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock is poised for long-term growth.
Earnings and Valuation
This table compares The Carlyle Group L.P. and its rivals gross revenue, earnings per share and valuation.
|Gross Revenue||EBITDA||Price/Earnings Ratio|
|The Carlyle Group L.P.||$3.21 billion||$894.40 million||18.59|
|The Carlyle Group L.P. Competitors||$817.28 million||$231.48 million||-11.15|
The Carlyle Group L.P. has higher revenue and earnings than its rivals. The Carlyle Group L.P. is trading at a higher price-to-earnings ratio than its rivals, indicating that it is currently more expensive than other companies in its industry.
The Carlyle Group L.P. rivals beat The Carlyle Group L.P. on 8 of the 15 factors compared.
About The Carlyle Group L.P.
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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