The Carlyle Group L.P. is part of the financial services sector and asset management industry. The company CEO is Kewsong Lee / Glenn Youngkin. The Carlyle Group LP is a global alternative asset management firm. It operates business across, Corporate Private Equity, Global Credit, Real Assets, and Investment Solutions segments.
Previous Intraday Performance:
The CG shares had a previous change of 0.74% which opened at 19.07 and closed at 19.03. It moved to an intraday high of 19.30 and a low of 18.94.
Over the last five trading days, CG shares returned 2.04% and in the past 30 trading days it returned 5.55%. Over three months, it changed 10.36%. In one year it has changed 0.55% and within that year its 52-week high was 25.25 and its 52-week low was 15.09. CG stock is 26.11% above its 52 Week Low.
Our calculations result in a 200 day moving average of 19.59 and a 50 day moving average of 18.43. Right now, CG stock is trading -2.85% below its 200 day moving average and may be a great opportunity to buy, but should check other technical indicators to confirm a buy signal.
The company has a market cap of $6.5b with 339.9m shares outstanding and a float of 331.8m shares. Trading volume was 347,322 shares and has experienced an average volume of 421,867 shares. Our calculation, using the current average volume and close price, leads me to believe that the liquidity is bad, highly speculative and an investor may want to avoid this stock.
The last annual reported EPS for The Carlyle Group L.P. was 0.82 which ended on 31st of December 2018, which according to the previous close, that is a PE of 23.21. Based on 6 analyst estimates, the consensus EPS for the next quarter is 0.45. The trailing twelve month EPS is 1.26, which comes to a trailing twelve month PE of 15.10.
The dividend per share is currently 1.72, which is a dividend yield of 9.04%. CG stock may not have sufficient earnings to cover future dividends and still be able to invest in and grow the business, therefore in the future the dividend may be reduced.
Base on our calculations, the intrinsic value per share is 30.67, which means it might be undervalued and has a margin of safety of 37.95%
The next earnings report will be: 05-08-2019
The growth of the EPS is critical in understanding the current valuation of The Carlyle Group L.P.; it is typically displayed as a percentage and called the EPS growth rate, which at this time is hard to estimate, but revenue growth has been -41.70% over the last twelve months.
Indicators Also to Watch:
Based on the latest filings, there is 2.40% of insider ownership and 21.30% of institutional ownership.
I calculated the beta to be 1.67
Based on last reported financials, the company’s return on equity is 9.32%, return on assets is 0.74%, profit margin is 9.79%, price-to-sales is 2.98 and price-to-book is 6.62.
Company Score Card:
Results are out of six:
1 : Growth Expectations Result
5 : Financial Safety Result
1 : Past Performance Result
2 : Valuation Result
0 : Dividend Safety Result
2 : Overall Result