Trade

with

The Carlyle Group L P
(NASDAQ: CG)
AdChoices
30.44
+0.72
+2.42%
After Hours :
30.44
0.00
0.00%

Open

30.19

Previous Close

29.72

Volume (Avg)

231.87k (388.39k)

Day's Range

29.75-30.66

52Wk Range

26.34-39.38

Market Cap.

9.44B

Dividend Rate (Yield )

0.64 (6.33%)

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
  • Management effectiveness
Industry Asset Management
Highlights
Analyst Recommendation: Buy
    • Revenue

    • 4.44B

    • Net Income

    • 208.20M

    • Market Cap.

    • 9.44B

    • 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

                  • Shares Short

                    as of -

                  • -

                  • Short Ratio

                    as of -

                  • -

                  • Short % of Float

                    as of -

                  • -

                  • Shares Short

                    prior month

                  • -

                  • Trailing Annual Dividend Yield

                  • -

                  • 5 Year Average Dividend Yield

                  • -

                  • Key Metrics

                  • Company

                    • Payout Ratio

                    • 6,715.48

                    • Dividend Date

                    • 7/30/2014

                    • Ex-Dividend Date

                    • 8/7/2014

                    • Last Split Factor

                      new per old

                    • -

                    • Last Split Date

                    • -

                    • 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

                      Send Feedback

                      We appreciate your input!

                      • I'm having trouble signing into my Microsoft account

                      • I’m having problems with the services stripe (Mail, Facebook, etc.)

                      • There is an issue with my weather information

                      • I see an error in the content

                      • Other

                      Please give an overall site rating: