Analyzing The Carlyle Group L.P. (CG) and Its Rivals

The Carlyle Group L.P. (NASDAQ: CG) is one of 61 public companies in the “Investment Management” industry, but how does it weigh in compared to its peers? We will compare The Carlyle Group L.P. to similar companies based on the strength of its institutional ownership, risk, profitability, valuation, analyst recommendations, earnings and dividends.

Dividends

The Carlyle Group L.P. pays an annual dividend of $1.68 per share and has a dividend yield of 7.0%. The Carlyle Group L.P. pays out 128.2% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. As a group, “Investment Management” companies pay a dividend yield of 3.3% and pay out 65.6% of their earnings in the form of a dividend.

Analyst Recommendations

This is a breakdown of recent ratings and recommmendations for The Carlyle Group L.P. and its peers, as reported by MarketBeat.com.

Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
The Carlyle Group L.P. 0 5 4 0 2.44
The Carlyle Group L.P. Competitors 644 2056 2115 34 2.32

The Carlyle Group L.P. presently has a consensus price target of $23.50, indicating a potential downside of 1.88%. As a group, “Investment Management” companies have a potential downside of 2.20%. Given The Carlyle Group L.P.’s stronger consensus rating and higher possible upside, analysts plainly believe The Carlyle Group L.P. is more favorable than its peers.

Valuation & Earnings

This table compares The Carlyle Group L.P. and its peers gross revenue, earnings per share (EPS) and valuation.

Gross Revenue EBITDA Price/Earnings Ratio
The Carlyle Group L.P. $3.21 billion $894.40 million 18.28
The Carlyle Group L.P. Competitors $817.28 million $231.48 million -11.35

The Carlyle Group L.P. has higher revenue and earnings than its peers. The Carlyle Group L.P. is trading at a higher price-to-earnings ratio than its peers, indicating that it is currently more expensive than other companies in its industry.

Institutional & Insider Ownership

40.7% of The Carlyle Group L.P. shares are owned by institutional investors. Comparatively, 47.8% of shares of all “Investment Management” companies are owned by institutional investors. 26.8% of shares of all “Investment Management” companies are owned by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company will outperform the market over the long term.

Volatility and Risk

The Carlyle Group L.P. has a beta of 1.84, indicating that its share price is 84% more volatile than the S&P 500. Comparatively, The Carlyle Group L.P.’s peers have a beta of 1.42, indicating that their average share price is 42% more volatile than the S&P 500.

Profitability

This table compares The Carlyle Group L.P. and its peers’ net margins, return on equity and return on assets.

Net Margins Return on Equity Return on Assets
The Carlyle Group L.P. 4.13% 41.32% 7.03%
The Carlyle Group L.P. Competitors 29.76% 104.37% 27.63%

Summary

The Carlyle Group L.P. beats its peers on 8 of the 15 factors compared.

About The Carlyle Group L.P.

The Carlyle Group L.P. is a diversified multi-product global alternative asset management firm. The Company operates in four segments: Corporate Private Equity (CPE), Real Assets, Global Market Strategies (GMS) and Investment Solutions. Corporate Private Equity advises its buyout and growth capital funds, which pursue various corporate investments of different sizes and growth potentials. As of December 31, 2016, the Real Assets segment advised its 26 active carry funds focused on real estate, infrastructure and energy and natural resources (including power). As of December 31, 2016, the Global Market Strategies segment advised a group of 57 active funds that pursue investment strategies, including leveraged loans and structured credit, energy mezzanine opportunities, middle market lending and distressed debt. Its Investment Solutions segment provides investment opportunities and resources for its investors and clients.

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