Trade

with

The Carlyle Group L P
(NASDAQ: CG)
AdChoices
30.44
+0.72
+2.42%
After Hours :
-
-
-

Open

30.19

Previous Close

29.72

Volume (Avg)

231.87k (387.55k)

Day's Range

29.75-30.66

52Wk Range

26.34-39.38

Market Cap.

9.67B

Dividend Rate (Yield )

0.64 (6.18%)

Beta

2.11

Shares Outstanding

66.92M

P/E Ratio (EPS)

1,111.11 (0.03)

AdChoices
Fundamentals
  • Key statistics
  • Growth
  • Profitability
  • Financial health
  • Price ratios
  • Trading statistics
Industry Asset Management
Highlights
Analyst Recommendation: Buy
    • Revenue

    • 4.44B

    • Net Income

    • 208.20M

    • Market Cap.

    • 9.67B

    • Enterprise Value

    • -

    • Net Profit Margin %

    • 4.61

    • PEG (Price/Earnings Growth) Ratio

    • -

    • Beta

    • 2.11

    • Forward P/E

    • 9.97

    • Price/Sales

    • 50.00

    • Price/Book Value

    • 12.36

    • Price/Cash flow

    • 62.89

      • EBITDA

      • 2.58B

      • Return on Capital %

      • 0.62

      • Return on Equity %

      • 30.10

      • Return on Assets %

      • 0.62

      • Book Value/Share

      • 2.46

      • Shares Outstanding

      • 66.92M

      • Last Split Factor (Date)

      • -

      • Last Dividend (Ex-Date)

      • 0.16 (8/7/2014)

      • Dividend Declaration Date

      • 7/30/2014

      Analyst Recommendation
      10/21/2014
      Buy
        • 1 Year Price Target

        • 37.00

        • Credit Rating

        • -

        • Analysts

        • 5

        • EPS Estimate

        • 3.05

        • Cashflow Estimate

        • 8.95

        Morningstar Consensus estimate data
        • Growth Rate (%)

        • Company

        • Industry

          • Sales (Revenue)

            Q/Q (last year)

          • 73.10

          • 10.32

          • Net Income

            YTD/YTD (last year)

          • 925.60

          • 15.27

          • Net Income

            Q/Q (last year)

          • -

          • 51.01

          • Sales (Revenue)

            5-Year Annual Average

          • -

          • 12.38

          • Net Income

            5-Year Annual Average

          • -

          • 9.22

          • Dividends

            5-Year Annual Average

          • -

          • 36.48

          • Profit Margins (%)

          • Company

          • Industry

            • Gross Margin

            • 48.17

            • 87.52

            • Pre-Tax Margin

            • 35.72

            • 40.10

            • Net Profit Margin

            • 4.61

            • 21.62

            • Average Gross Margin

              5-Year Annual Average

            • 70.50

            • 76.36

            • Average Pre-Tax Margin

              5-Year Annual Average

            • 52.10

            • 24.41

            • Average Net Profit Margin

              5-Year Annual Average

            • 30.20

            • 101.70B

            • Financial Ratios

            • Company

            • Industry

              • Debt/Equity Ratio

              • 1.47

              • 0.55

              • Current Ratio

              • 1.90

              • 4.28

              • Quick Ratio

              • 1.90

              • 4.21

              • Interest Coverage

              • -

              • 29.03

              • Leverage Ratio

              • 47.93

              • 9.25

              • Book Value/Share

              • 2.46

              • 16.94

              • Price Ratios

              • Company

              • Industry

                • Current P/E Ratio

                • 1,000.00

                • 15.70

                • P/E Ratio 5-Year High

                • 1,406.68

                • 961.17

                • P/E Ratio 5-Year Low

                • 714.41

                • 133.85

                • Price/Sales Ratio

                • 48.31

                • 3.46

                • Price/Book Value

                • 11.92

                • 1.91

                • Price/Cash Flow Ratio

                • 62.89

                • 15.43

                • Key Metrics

                • Company

                • Industry

                  • Return on Equity %

                    (5-Year Average)

                  • 30.10

                    (-)

                  • 11.81

                    (7.89)

                  • Return on Assets %

                    (5-Year Average)

                  • 0.62

                    (-)

                  • 1.31

                    (1.02)

                  • Return on Capital %

                    (5-Year Average)

                  • 7.29

                    (-)

                  • 7.31

                    (5.20)

                  • Income/Employee

                  • 147.87k

                  • 128.38k

                  • Inventory Turnover

                  • -

                  • 11.35

                  • Asset Turnover

                  • 0.14

                  • 0.06

                  Current Historical
                  Financials
                  • Income Statement
                  • Balance Sheet
                  • Cash Flow
                  Operating Income
                  730.80M
                  Operating Margin
                  16.46
                  Total Equity
                  -
                  Retained Earnings
                  -
                  Free Cashflow
                  -
                  Price/Cashflow
                  62.89
                  Ownership

                  Institutional Ownership

                  13.89%

                  Top 10 Institutions

                  8.84%

                  Mutual Fund Ownership

                  8.71%

                  Float

                  99.65%

                  5% / Insider Ownership

                  0.61%

                  Corporate insiders or major stockholders reporting trading activity in the stock.

                  Top Mutual Fund Owners

                  Top Institutional Owners

                  Mutual Fund Name

                  Institution Name

                  • Mutual Fund Name

                  • Shares Held

                  • % Change

                  • % Outstanding

                  • Baron Partners Fund

                  •  

                    3,325,000

                  • 51.14

                  • 1.05

                  • Baron Growth Fund

                  •  

                    1,994,899

                  • 0.00

                  • 0.63

                  • Perkins Mid Cap Value Fund

                  •  

                    1,957,423

                  • 264.67

                  • 0.62

                  • JNL/RED Rocks Listed Private Equity Fund

                  •  

                    1,265,221

                  • 12.25

                  • 0.40

                  • Fidelity® Value Fund

                  •  

                    872,140

                  • 0.00

                  • 0.27

                  • Putnam Fund for Growth and Income Fund

                  •  

                    849,300

                  • 0.00

                  • 0.27

                  • Fidelity® Equity Dividend Income

                  •  

                    805,400

                  • 0.00

                  • 0.25

                  • Fidelity® Dividend Growth Fund

                  •  

                    690,406

                  • 57.37

                  • 0.22

                  • Alger Spectra Fund

                  •  

                    657,000

                  • 0.23

                  • 0.21

                  • ALPS|Red Rocks Listed Private Equity

                  •  

                    635,801

                  • 22.20

                  • 0.20

                  • Institution Name

                  • Shares Held

                  • % Change

                  • % Outstanding

                  • Fidelity Management and Research Company

                  •  

                    6,390,055

                  • -0.20%

                  • 2.01

                  • BAMCO Inc

                  •  

                    5,356,634

                  • +10.98%

                  • 1.69

                  • Putnam Investment Management,LLC

                  •  

                    3,182,493

                  • -18.30%

                  • 1.00

                  • Credit Suisse First Boston (CSFB)

                  •  

                    2,333,167

                  • -9.25%

                  • 0.73

                  • Fred Alger Management, Inc.

                  •  

                    2,279,688

                  • -21.19%

                  • 0.72

                  • Perkins Investment Management LLC.

                  •  

                    2,152,319

                  • +280.02%

                  • 0.68

                  • Red Rocks Capital LLC

                  •  

                    1,901,022

                  • +15.39%

                  • 0.60

                  • Hawkins Capital, L.P.

                  •  

                    1,897,494

                  • +0.03%

                  • 0.60

                  • Manufacturers Life Insurance Co

                  •  

                    1,300,047

                  • +11.55%

                  • 0.41

                  • Robeco Institutional Asset Mgmt BV

                  •  

                    1,283,362

                  • -0.77%

                  • 0.40

                  Company Profile

                  Sector

                  Financial Services

                  Industry

                  Asset Management

                  Type

                  Cyclical

                  Style

                  Mid Value

                  The Carlyle Group L P was founded and incorporated in Washington, D.C. in 1987. The Company is a diversified multi-product global alternative asset management firm. The Company provides advice on investment funds and other investmen...moret vehicles that invest across a range of industries, geographies, asset classes and investment strategies and seek to deliver attractive returns for its fund investors. The Company operates its business across four segments; Corporate Private Equity; Global Market Strategies; Real Assets; and Solutions. The Corporate Private Equity segment established in 1990 with its U.S. buyout fund, advises buyout and growth capital funds, which pursue a variety of corporate investments of different sizes and growth potentials. It focuses on Buyout Funds and Growth Capital funds. Its ...moreGlobal Market Strategies segment established in 1999 with its high yield fund; focuses and advises a group on Structured Credit Funds, Distressed and Corporate Opportunities, Middle Market Finance, Energy Mezzanine Opportunities, Long/Short Credit, Emerging Market Equity and Macroeconomic Strategies and Commodities. The Real Assets segment, established in 1997 with its U.S. real estate fund, advises & focuses on Real Estate, Energy and Natural Resources. The Company’s Solutions segment primarily operates through AlpInvest and its newly acquired businesses, Metropolitan and DGAM. The Solutions platform comprises three core businesses: AlpInvest invests primarily through Private Equity Fund Investments, Private Equity Co-Investments and Private Equity Secondary Investments vehicles; Metropolitan fund of funds vehicles make investment commitments directly to real estate focused portfolio funds; and DGAM builds and actively manages hedge fund portfolios on behalf of its institutional clients. The Company faces competition from regional and global organizations for both investors and investment opportunities; also competes with sponsors of public and private investment funds across all of its segments. Within its Corporate Private Equity segment, it competes with business development companies and operating companies acting as strategic acquirers. In its Global Market Strategies segment, it competes with private credit strategies, hedge funds, business development companies, distressed debt funds, mezzanine funds and other CLO issuers. In Real Assets segment, competes with real estate development companies. In Solutions segment, it competes with other fund of funds managers and/or with advisers that are turning their business models towards discretionary investment advisory services. The Company is subject to extensive regulation in the United States and elsewhere.lessless

                  Key People

                  William E. Conway,Jr

                  Co-CEO/Director/Founder

                  Mr. David M. Rubenstein

                  Co-CEO/Director/Founder

                  Mr. Daniel A. D’Aniello

                  Chairman of the Board/Director/Founder

                  Curtis L. Buser

                  CFO

                  Edward J. Mathias

                  Director/Managing Director

                  • The Carlyle Group L P

                  • 1001 Pennsylvania Avenue NW

                  • Washington, DC 20004-2505

                  • USA.Map

                  • Phone: +1 202 729-5626

                  • Fax: +1 202 347-1818

                  • carlyle.com

                  Incorporated

                  1987

                  Employees

                  1,500

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