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The Carlyle Group Inc.
Index- P/E7.21 EPS (ttm)7.14 Insider Own21.60% Shs Outstand354.51M Perf Week4.11%
Market Cap18.06B Forward P/E14.37 EPS next Y3.58 Insider Trans-20.46% Shs Float217.28M Perf Month1.30%
Income2.61B PEG0.33 EPS next Q0.88 Inst Own39.90% Short Float5.90% Perf Quarter17.71%
Sales7.69B P/S2.35 EPS this Y-65.50% Inst Trans0.08% Short Ratio6.19 Perf Half Y29.16%
Book/sh12.23 P/B4.21 EPS next Y9.05% ROA15.70% Target Price58.38 Perf Year88.67%
Cash/sh5.05 P/C10.18 EPS next 5Y21.95% ROE82.20% 52W Range24.43 - 51.55 Perf YTD63.65%
Dividend1.00 P/FCF192.58 EPS past 5Y43.00% ROI4.00% 52W High-0.19% Beta1.37
Dividend %1.94% Quick Ratio- Sales past 5Y-0.50% Gross Margin63.50% 52W Low110.60% ATR1.34
Employees1825 Current Ratio- Sales Q/Q139.30% Oper. Margin45.20% RSI (14)64.13 Volatility1.98% 2.79%
OptionableYes Debt/Eq1.78 EPS Q/Q525.40% Profit Margin33.90% Rel Volume0.49 Prev Close51.29
ShortableYes LT Debt/Eq1.77 EarningsJul 28 AMC Payout13.60% Avg Volume2.07M Price51.45
Recom2.20 SMA206.32% SMA506.00% SMA20021.95% Volume1,016,122 Change0.31%
Sep-13-21Upgrade BMO Capital Markets Market Perform → Outperform $59 → $65
Aug-11-21Upgrade Deutsche Bank Hold → Buy $53 → $58
Feb-19-21Upgrade Credit Suisse Neutral → Outperform $40 → $42
Jan-19-21Upgrade Keefe Bruyette Mkt Perform → Outperform $40
Nov-20-20Upgrade BofA Securities Underperform → Buy $30 → $35
Oct-12-20Upgrade Citigroup Neutral → Buy
Jun-08-20Downgrade Citigroup Buy → Neutral
Apr-15-20Upgrade Citigroup Neutral → Buy $34
Mar-23-20Downgrade BofA/Merrill Neutral → Underperform
Feb-06-20Downgrade Keefe Bruyette Outperform → Mkt Perform $36 → $35
Feb-06-20Downgrade Citigroup Buy → Neutral $36 → $35
Dec-12-19Downgrade UBS Buy → Neutral $32 → $31
Oct-08-19Initiated BMO Capital Markets Market Perform
Sep-23-19Reiterated BofA/Merrill Neutral $25 → $29
Aug-05-19Initiated Barclays Equal Weight $25
May-21-19Downgrade Credit Suisse Outperform → Neutral $22
Mar-29-19Downgrade BofA/Merrill Buy → Neutral $23 → $20
Jan-04-19Upgrade Goldman Neutral → Buy
Nov-14-18Downgrade Morgan Stanley Overweight → Equal-Weight
Mar-12-18Upgrade Citigroup Neutral → Buy
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The Carlyle Group Inc. is an investment firm specializing in direct and fund of fund investments. Within direct investments, it specializes in management-led/ Leveraged buyouts, privatizations, divestitures, strategic minority equity investments, structured credit, global distressed and corporate opportunities, small and middle market, equity private placements, consolidations and buildups, senior debt, mezzanine and leveraged finance, and venture and growth capital financings, seed/startup, early venture, emerging growth, turnaround, mid venture, late venture, PIPES. The firm invests across four segments which include Corporate Private Equity, Real Assets, Global Market Strategies, and Solutions. The firm typically invests in industrial, agribusiness, ecological sector, fintech, airports, parking, Plastics, Rubber, diversified natural resources, minerals, farming, aerospace, defense, automotive, consumer, retail, industrial, infrastructure, energy, power, healthcare, software, software enabled services, semiconductors, communications infrastructure, financial technology, utilities, gaming, systems and related supply chain, electronic systems, systems, oil and gas, processing facilities, power generation assets, technology, systems, real estate, financial services, transportation, business services, telecommunications, media, and logistics sectors. Within the industrial sector, the firm invests in manufacturing, building products, packaging, chemicals, metals and mining, forestry and paper products, and industrial consumables and services. In consumer and retail sectors, it invests in food and beverage, retail, restaurants, consumer products, domestic consumption, consumer services, personal care products, direct marketing, and education. Within aerospace, defense, business services, and government services sectors, it seeks to invest in defense electronics, manufacturing and services, government contracting and services, information technology, distribution companies. In telecommunication and media sectors, it invests in cable TV, directories, publishing, entertainment and content delivery services, wireless infrastructure/services, fixed line networks, satellite services, broadband and Internet, and infrastructure. Within real estate, the firm invests in office, hotel, industrial, retail, for sale residential, student housing, hospitality, multifamily residential, homebuilding and building products, and senior living sectors. The firm seeks to make investments in growing business including those with overleveraged balance sheets. The firm seeks to hold its investments for four to six years. In the healthcare sector, it invests in healthcare services, outsourcing services, companies running clinical trials for pharmaceutical companies, managed care, pharmaceuticals, pharmaceutical related services, healthcare IT, medical, products, and devices. It seeks to invest in companies based in Sub-Saharan focusing on Ghana, Kenya, Mozambique, Botswana, Nigeria, Uganda, West Africa, North Africa and South Africa focusing on Tanzania and Zambia; Asia focusing on Pakistan, India, South East Asia, Indonesia, Philippines, Vietnam, Korea, and Japan; Australia; New Zealand; Europe focusing on France, Italy, Denmark, United Kingdom, Germany, Austria, Belgium, Finland, Iceland, Ireland, Netherlands, Norway, Portugal, Spain, Benelux , Sweden, Switzerland, Hungary, Poland, and Russia; Middle East focusing on Bahrain, Jordan, Kuwait, Lebanon, Oman, Qatar, Saudi Arabia, Turkey, and UAE; North America focusing on United States which further invest in Southeastern United States, Texas, Boston, San Francisco Bay Area and Pacific Northwest; Asia Pacific; Soviet Union, Central-Eastern Europe, and Israel; Nordic region; and South America focusing on Mexico, Argentina, Brazil, Chile, and Peru. The firm seeks to invest in food, financial, and healthcare industries in Western China. In the real estate sector, the firm seeks to invest in various locations across Europe focusing on France and Central Europe, United States, Asia focusing on China, and Latin America. It typically invests between $1 million and $50 million for venture investments and between $20 million and $1 billion for buyouts in companies with enterprise value of between $31.57 million and $1000 million and sales value of $10 million and $500 million. It seeks to invest in companies with market capitalization greater than $50 million and EBITDA between $5 million to $25 million. It prefers to take a majority stake. It typically holds its investments for three to five years. Within automotive and transportation sectors, the firm seeks to hold its investments in for four to six years. While investing in Japan, it does not invest in companies with more than 1,000 employees and prefers companies' worth between $100 million and $150 million. The firm originates, structures, and acts as lead equity investor in the transactions. The Carlyle Group Inc. was founded in 1987 and is based in Washington, District of Columbia with additional offices in 21 countries across 6 continents (North America, South America, Asia, Australia and Europe).
Insider Trading Relationship Date Transaction Cost #Shares Value ($) #Shares Total SEC Form 4
D'Aniello Daniel A.DirectorAug 26Sale47.105,000,000235,500,00034,499,644Aug 27 04:30 PM
Rubenstein David M.DirectorAug 13Sale47.801,900,00090,825,08833,249,644Aug 13 09:14 PM
Rubenstein David M.DirectorAug 11Sale46.462,100,00097,566,00035,149,644Aug 13 09:14 PM
Andrews Charles Elliott Jr.Chief Accounting OfficerAug 06Sale47.896,000287,34022,282Aug 06 06:24 PM
D'Aniello Daniel A.DirectorAug 05Sale46.805,000,000234,000,00038,987,102Aug 06 06:23 PM
Carlyle Group Management L.L.C10% OwnerAug 03Sale58.171,608,39493,561,0520Aug 05 05:20 PM
Larson Bruce M.Chief Human Resources OfficerAug 02Sale48.8086041,968164,356Aug 03 09:20 PM
Ferguson Jeffrey W.General CounselAug 02Sale48.8014,653715,066987,758Aug 03 09:18 PM
CLARE PETER JSee remarks.Aug 02Sale48.8014,996731,8054,894,757Aug 03 09:14 PM
Andrews Charles Elliott Jr.Chief Accounting OfficerAug 02Sale48.804,210205,44828,282Aug 03 09:12 PM
Finn ChristopherChief Operating OfficerAug 02Sale48.8041,2732,014,122766,907Aug 03 09:12 PM
LEE KEWSONGChief Executive OfficerAug 02Sale48.8016,495804,956516,355Aug 03 09:11 PM
Buser Curtis L.Chief Financial OfficerAug 02Sale48.8045,6722,228,7941,028,457Aug 03 09:10 PM
Carlyle Group Management L.L.C10% OwnerJul 29Sale54.3092,5905,027,8070Jul 30 05:08 PM
Carlyle Group Management L.L.C10% OwnerJul 28Sale54.65192,23510,505,3350Jul 30 05:08 PM
Carlyle Group Management L.L.C10% OwnerJul 01Sale52.071,42274,0500Jul 02 07:30 PM
Carlyle Group Management L.L.C10% OwnerJun 30Sale52.4470,1933,681,0950Jul 02 07:30 PM
Carlyle Group Management L.L.C10% OwnerJun 29Sale53.2666,0923,519,9120Jun 30 07:30 PM
Carlyle Group Management L.L.C10% OwnerJun 28Sale53.33133,1167,098,8220Jun 30 07:30 PM
Carlyle Group Management L.L.C10% OwnerJun 10Sale135.201,200,000162,240,0000Jun 14 04:58 PM
Rubenstein David M.DirectorMay 18Sale41.762,000,00083,520,00037,249,644May 19 06:15 PM
LEE KEWSONGChief Executive OfficerMay 03Sale43.492,639114,770538,339May 03 09:32 PM
Rubenstein David M.DirectorMar 11Sale35.803,000,000107,400,00039,249,644Mar 12 08:09 PM
Ferguson Jeffrey W.General CounselFeb 09Sale36.6014,236521,0381,002,411Feb 10 07:37 PM
Buser Curtis L.Chief Financial OfficerFeb 09Sale36.6033,2151,215,6691,074,129Feb 10 07:36 PM
Finn ChristopherChief Operating OfficerFeb 09Sale36.6035,5721,301,935808,180Feb 10 07:36 PM
LEE KEWSONGChief Executive OfficerFeb 09Sale36.60140,7015,149,6572,818,896Feb 10 07:34 PM
CLARE PETER JSee RemarksFeb 01Sale32.0660,8291,950,1784,909,753Feb 03 09:22 PM
LEE KEWSONGChief Executive OfficerFeb 01Sale32.06123,5323,960,4362,672,597Feb 03 09:19 PM
Rubenstein David M.See RemarksDec 10Sale29.05750,00021,787,50042,249,644Dec 11 06:02 PM
Rubenstein David M.See RemarksNov 24Sale27.302,000,00054,600,00042,999,644Nov 24 05:29 PM
Carlyle Group Management L.L.C10% OwnerNov 23Sale33.307,000,000233,100,00013,612,681Nov 25 04:30 PM
Rubenstein David M.See RemarksNov 09Sale27.322,000,00054,640,00044,999,644Nov 10 04:43 PM