Carlyle Group Intrinsic Value Calculation – Raymond James Financial Services Advisors Increase Stake in The Carlyle Group on July 7th, 2023
July 11, 2023
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On July 7th, 2023, Raymond James Financial Services Advisors increased their stake in The Carlyle Group ($NASDAQ:CG) Inc. The Carlyle Group is one of the world’s leading global alternative asset management firms. It offers its clients a wide variety of financial services, including private equity, venture capital, real estate, infrastructure, energy, and credit investments. Over the past few years, the company has also been actively investing in emerging markets, which has helped it become one of the most successful financial firms in the world.
Stock Price
The stock opened at $31.6 and closed at $31.9, a 0.7% increase from the previous closing price of $31.7. This could be indicative of a positive outlook towards the company’s future prospects in light of the current market conditions. Live Quote…
About the Company
Income Snapshot
Below shows the total revenue, net income and net margin for Carlyle Group. More…
| Total Revenues | Net Income | Net Margin |
| 2.85k | 754.1 | 26.5% |
Cash Flow Snapshot
Below shows the cash from operations, investing and financing for Carlyle Group. More…
| Operations | Investing | Financing |
| -120.1 | -292 | 142.8 |
Balance Sheet Snapshot
Below shows the total assets, liabilities and book value per share for Carlyle Group. More…
| Total Assets | Total Liabilities | Book Value Per Share |
| 21.27k | 14.46k | 17.05 |
Key Ratios Snapshot
Some of the financial key ratios for Carlyle Group are shown below. More…
| 3Y Rev Growth | 3Y Operating Profit Growth | Operating Margin |
| 27.1% | – | – |
| FCF Margin | ROE | ROA |
| -5.7% | 10.0% | 2.9% |
Analysis – Carlyle Group Intrinsic Value Calculation
At GoodWhale, we have conducted an analysis of the CARLYLE GROUP‘s financials. After taking into account a variety of factors, we have determined that the intrinsic value of CARLYLE GROUP share is approximately $29.0, which we have calculated by using our proprietary Valuation Line. Currently, CARLYLE GROUP stock is being traded at $31.9, which is a fair price, albeit slightly overvalued by 9.9%. More…
Peers
Carlyle’s purpose is to invest wisely and generate superior returns for our investors. Carlyle has a track record of successful investments across multiple asset classes, industries and geographies. Carlyle’s competitive advantages include: (1) A deep and experienced management team with an average of 26 years of investment experience; (2) A global footprint with approximately 1,800 employees in 31 offices across six continents; (3) Strong relationships with corporate executives, government officials and other key decision-makers around the world; and (4) A commitment to being a responsible steward of capital.
– Blackstone Inc ($NYSE:BX)
Blackstone is an alternative asset manager and financial services firm. The company has a market cap of $62.59 billion as of 2022. Blackstone specializes in private equity, real estate, and hedge fund investments. The company has over $600 billion in assets under management. Blackstone was founded in 1985 by Peter G. Peterson and Stephen A. Schwarzman.
– Franklin Resources Inc ($NYSE:BEN)
Franklin Resources Inc. is an investment management company that provides investment products and services to individuals, families, institutions, and financial intermediaries. The company has a market cap of $10.83 billion and a return on equity of 12.45%. The company’s products and services include mutual funds, institutional separate accounts, and private equity and venture capital funds. Franklin Resources Inc. was founded in 1947 and is headquartered in San Mateo, California.
– KKR & Co Inc ($NYSE:KKR)
KKR & Co Inc is a leading global investment firm that offers a wide range of investment strategies. They have a market cap of 38.62B as of 2022 and a Return on Equity of 17.48%. The company has a long history of success and is a trusted name in the industry. They offer a variety of services including private equity, credit, and real estate.
Summary
An analysis of investing in The Carlyle Group Inc. (CARLYLE) has revealed a notable increase in holdings by Raymond James Financial Services Advisors on July 7, 2023. This suggests that the advisors have identified CARLYLE as a suitable investment opportunity and is likely to be an appealing option for investors. CARLYLE promises a wide range of services and investments, including private equity, venture capital and more.
With its commitment to excellence in the industry, CARLYLE should prove to be a strong long-term investment option for investors who understand the risks associated with investing in such companies. CARLYLE is an attractive stock for those who are willing to take on risk and invest in a company with vast potential.
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