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The Carlyle Group Inc.
Index- P/E41.93 EPS (ttm)0.82 Insider Own27.40% Shs Outstand353.45M Perf Week-4.46%
Market Cap12.07B Forward P/E12.44 EPS next Y2.77 Insider Trans-11.27% Shs Float195.08M Perf Month6.36%
Income348.20M PEG3.00 EPS next Q0.50 Inst Own34.40% Short Float4.85% Perf Quarter24.17%
Sales2.93B P/S4.11 EPS this Y-65.50% Inst Trans3.16% Short Ratio6.68 Perf Half Y30.67%
Book/sh7.61 P/B4.53 EPS next Y23.65% ROA2.60% Target Price39.54 Perf Year15.59%
Cash/sh3.25 P/C10.62 EPS next 5Y13.98% ROE16.00% 52W Range15.21 - 37.81 Perf YTD9.64%
Dividend1.00 P/FCF- EPS past 5Y43.00% ROI4.00% 52W High-8.83% Beta1.38
Dividend %2.90% Quick Ratio- Sales past 5Y-0.50% Gross Margin49.60% 52W Low126.63% ATR0.99
Employees1825 Current Ratio- Sales Q/Q229.10% Oper. Margin- RSI (14)45.67 Volatility2.67% 2.82%
OptionableYes Debt/Eq2.80 EPS Q/Q- Profit Margin11.90% Rel Volume0.80 Prev Close35.59
ShortableYes LT Debt/Eq2.77 EarningsFeb 04 BMO Payout103.10% Avg Volume1.42M Price34.47
Recom2.20 SMA20-2.78% SMA503.39% SMA20019.52% Volume1,134,489 Change-3.15%
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
Feb-14-18Upgrade Jefferies Hold → Buy
Oct-10-17Downgrade Citigroup Buy → Neutral
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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 $150 million. The firm originates, structures, and acts as lead equity investor in the transactions. The Carlyle Group Inc. was founded in 1987 and is based in Washington, District of Columbia with additional offices in 21 countries across six continents (North America, South America, Asia, Australia and Europe).
Insider Trading Relationship Date Transaction Cost #Shares Value ($) #Shares Total SEC Form 4
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
Bentley Pamela LChief Accounting OfficerSep 09Sale25.5124,510625,25019,969Sep 11 04:30 PM
Carlyle Group Management L.L.C10% OwnerAug 05Sale128.55230,17229,588,6110Aug 07 08:06 PM
Youngkin Glenn A.Co-Chief Executive OfficerAug 03Sale27.8013,871385,6148,172,695Aug 05 04:49 PM
LEE KEWSONGCo-Chief Executive OfficerAug 03Sale27.8073,3652,039,5472,578,389Aug 05 04:47 PM
Ferguson Jeffrey W.General CounselAug 03Sale27.8022,861635,536879,522Aug 05 04:45 PM
Finn ChristopherChief Operating OfficerAug 03Sale27.8060,7331,688,377588,244Aug 05 04:43 PM
Buser Curtis L.Chief Financial OfficerAug 03Sale27.8058,2031,618,043851,836Aug 05 04:41 PM
Bentley Pamela LChief Accounting OfficerAug 03Sale27.808,332231,63049,333Aug 05 04:36 PM
Carlyle Group Management L.L.C10% OwnerJun 29Sale29.767,545,000224,539,20020,612,681Jul 01 04:32 PM
Carlyle Group Management L.L.C10% OwnerMay 28Sale124.562,000,000249,112,0000Jun 01 06:23 PM
Carlyle Group Management L.L.C10% OwnerMay 07Sale118.462,620,000310,367,0340May 11 07:15 PM
Bentley Pamela LChief Accounting OfficerMar 05Sale28.4420,000568,80057,665Mar 06 07:07 PM