Carlyle Historical Income Statement
| CG Stock | USD 40.97 3.83 8.55% |
Historical analysis of Carlyle income statement accounts such as Interest Expense of 117.6 M or Selling General Administrative of 481.1 M can show how well Carlyle Group performed in making a profits. Evaluating Carlyle income statement over time to spot trends is a great complementary tool to traditional technical analysis and can indicate the direction of Carlyle's future profits or losses.
Financial Statement Analysis is much more than just reviewing and examining Carlyle Group latest accounting reports to predict its past. Macroaxis encourages investors to analyze financial statements over time for various trends across multiple indicators and accounts to determine whether Carlyle Group is a good buy for the upcoming year.
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About Carlyle Income Statement Analysis
Carlyle Group Income Statement consists of revenues and expenses along with the resulting net income or loss. It represents the profit for the accounting period attributable to Carlyle shareholders. The income statement also shows Carlyle investors and management if the firm made money during the period reported. The result of an income statement is the net income that is calculated after subtracting the expenses from revenue. It is essential to investors both as an absolute measure as well as earnings per share (i.e., EPS).
Carlyle Income Statement Chart
Carlyle Group Income Statement is one of the three primary financial statements used for reporting Carlyle's overall financial performance over a current year or for a given accounting period. An Income Statement sometimes referred to as the statement of Carlyle Group revenue and expense. Carlyle Income Statement primarily focuses on the company's revenues and expenses during a particular period.
At this time, Carlyle's Net Income Applicable To Common Shares is most likely to increase significantly in the upcoming years. The Carlyle's current Net Interest Income is estimated to increase to about 171.9 M, while Interest Expense is projected to decrease to roughly 117.6 M. Add Fundamental
Total Revenue
Total revenue comprises all receipts Carlyle Group generated from the sale of its products or services. The total amount of income generated by the sale of goods or services related to the company's primary operations.Cost Of Revenue
Cost of Revenue is found on Carlyle Group income statement and represents the costs associated with goods and services Carlyle provides. Indirect cost, such as salaries, is not included. In other words, cost of revenue is the total cost incurred to obtain a sale. It is more than the traditional cost of goods sold, since it includes specific selling and marketing activities.Most accounts from Carlyle's income statement are interrelated and interconnected. However, analyzing income statement accounts one by one will only give a small insight into Carlyle Group current financial condition. On the other hand, looking into the entire matrix of income statement accounts, and analyzing their relationships over time can provide a more complete picture of the company financial strength now and in the future. Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Carlyle Group. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in price. At this time, Carlyle's Net Income Applicable To Common Shares is most likely to increase significantly in the upcoming years. The Carlyle's current Net Interest Income is estimated to increase to about 171.9 M, while Interest Expense is projected to decrease to roughly 117.6 M.
| 2021 | 2022 | 2023 | 2024 (projected) | Interest Expense | 291.8M | 322M | 123.8M | 117.6M | Depreciation And Amortization | 52M | 147.4M | 180.6M | 132.5M |
Carlyle income statement Correlations
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Carlyle Account Relationship Matchups
High Positive Relationship
High Negative Relationship
Carlyle income statement Accounts
| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 (projected) | ||
| Gross Profit | 146.9M | 882M | 590.2M | (1.6B) | 939.7M | 762.5M | |
| Other Operating Expenses | 2.4B | 1.3B | 1.5B | 2.8B | 3.1B | 2.2B | |
| Operating Income | (71.4M) | 545.4M | 4.0B | 1.7B | (463.3M) | (440.1M) | |
| Cost Of Revenue | 2.2B | 994.7M | 4.9B | 4.9B | 1.7B | 2.1B | |
| Total Other Income Expense Net | 1.2B | 34.6M | 70.5M | (151.9M) | (137.6M) | (130.7M) | |
| Net Income Applicable To Common Shares | 345.3M | 348.2M | 3.0B | 1.2B | 1.4B | 1.5B | |
| Net Income From Continuing Ops | 1.2B | 382.8M | 3.0B | 1.3B | 332.2M | 315.6M | |
| Minority Interest | 2.4B | 34.6M | 70.5M | 59.7M | (121.4M) | (115.3M) | |
| Tax Provision | 49M | 197.2M | 982.3M | 287.8M | 81.1M | 77.0M | |
| Interest Income | 289.6M | 301.2M | 322M | 418.2M | 656.7M | 433.5M | |
| Net Interest Income | 75.7M | 43.7M | 30.2M | 96.2M | 163.7M | 171.9M | |
| Reconciled Depreciation | 65.6M | 52.1M | 52M | 147.4M | 181.7M | 92.2M |
Carlyle Investors Sentiment
The influence of Carlyle's investor sentiment on the probability of its price appreciation or decline could be a good factor in your decision-making process regarding taking a position in Carlyle. The overall investor sentiment generally increases the direction of a stock movement in a one-year investment horizon. However, the impact of investor sentiment on the entire stock market does not have solid backing from leading economists and market statisticians.
Investor biases related to Carlyle's public news can be used to forecast risks associated with an investment in Carlyle. The trend in average sentiment can be used to explain how an investor holding Carlyle can time the market purely based on public headlines and social activities around Carlyle Group. Please note that most equities that are difficult to arbitrage are affected by market sentiment the most.
Carlyle's market sentiment shows the aggregated news analyzed to detect positive and negative mentions from the text and comments. The data is normalized to provide daily scores for Carlyle's and other traded tickers. The bigger the bubble, the more accurate is the estimated score. Higher bars for a given day show more participation in the average Carlyle's news discussions. The higher the estimated score, the more favorable is the investor's outlook on Carlyle.
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards Carlyle in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, Carlyle's short interest history, or implied volatility extrapolated from Carlyle options trading.
Pair Trading with Carlyle
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Carlyle position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Carlyle will appreciate offsetting losses from the drop in the long position's value.Moving against Carlyle Stock
| 0.79 | NCPL | Netcapital | PairCorr |
| 0.6 | MEGL | Magic Empire Global | PairCorr |
| 0.6 | NYMT | New York Mortgage | PairCorr |
| 0.52 | CIM | Chimera Investment | PairCorr |
| 0.48 | ECPG | Encore Capital Group | PairCorr |
The ability to find closely correlated positions to Carlyle could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Carlyle when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Carlyle - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Carlyle Group to buy it.
The correlation of Carlyle is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Carlyle moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Carlyle Group moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Carlyle can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Carlyle Group. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in price. Note that the Carlyle Group information on this page should be used as a complementary analysis to other Carlyle's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Equity Analysis module to research over 250,000 global equities including funds, stocks and ETFs to find investment opportunities.
Complementary Tools for Carlyle Stock analysis
When running Carlyle's price analysis, check to measure Carlyle's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Carlyle is operating at the current time. Most of Carlyle's value examination focuses on studying past and present price action to predict the probability of Carlyle's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Carlyle's price. Additionally, you may evaluate how the addition of Carlyle to your portfolios can decrease your overall portfolio volatility.
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Is Carlyle's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Carlyle. If investors know Carlyle will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Carlyle listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth (0.71) | Dividend Share 1.4 | Earnings Share (1.68) | Revenue Per Share 6.699 | Quarterly Revenue Growth 0.255 |
The market value of Carlyle Group is measured differently than its book value, which is the value of Carlyle that is recorded on the company's balance sheet. Investors also form their own opinion of Carlyle's value that differs from its market value or its book value, called intrinsic value, which is Carlyle's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Carlyle's market value can be influenced by many factors that don't directly affect Carlyle's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Carlyle's value and its price as these two are different measures arrived at by different means. Investors typically determine if Carlyle is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Carlyle's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.