Carlyle Secured Lending Stock Performance
| CGBD Stock | USD 17.56 0.39 2.17% |
On a scale of 0 to 100, Carlyle Secured holds a performance score of 18. The firm shows a Beta (market volatility) of -0.0183, which signifies not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Carlyle Secured are expected to decrease at a much lower rate. During the bear market, Carlyle Secured is likely to outperform the market. Please check Carlyle Secured's value at risk, expected short fall, and the relationship between the treynor ratio and downside variance , to make a quick decision on whether Carlyle Secured's price patterns will revert.
Risk-Adjusted Performance
18 of 100
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Solid
Compared to the overall equity markets, risk-adjusted returns on investments in Carlyle Secured Lending are ranked lower than 18 (%) of all global equities and portfolios over the last 90 days. In spite of rather weak fundamental drivers, Carlyle Secured exhibited solid returns over the last few months and may actually be approaching a breakup point. ...more
| Carlyle Secured dividend paid on 17th of April 2024 | 04/17/2024 |
| Begin Period Cash Flow | 30.5 M |
Carlyle |
Carlyle Secured Relative Risk vs. Return Landscape
If you would invest 1,484 in Carlyle Secured Lending on February 17, 2024 and sell it today you would earn a total of 272.00 from holding Carlyle Secured Lending or generate 18.33% return on investment over 90 days. Carlyle Secured Lending is currently generating 0.2785% in daily expected returns and assumes 1.1731% risk (volatility on return distribution) over the 90 days horizon. In different words, 10% of stocks are less volatile than Carlyle, and 95% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
| Risk |
Carlyle Secured Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Carlyle Secured's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Carlyle Secured Lending, and traders can use it to determine the average amount a Carlyle Secured's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.2374
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Estimated Market Risk
| 1.17 actual daily | 10 90% of assets are more volatile |
Expected Return
| 0.28 actual daily | 5 95% of assets have higher returns |
Risk-Adjusted Return
| 0.24 actual daily | 18 82% of assets perform better |
Based on monthly moving average Carlyle Secured is performing at about 18% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Carlyle Secured by adding it to a well-diversified portfolio.
Carlyle Secured Fundamentals Growth
Carlyle Stock prices reflect investors' perceptions of the future prospects and financial health of Carlyle Secured, and Carlyle Secured fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Carlyle Stock performance.
| Return On Equity | 0.1 | ||||
| Return On Asset | 0.0578 | ||||
| Profit Margin | 0.38 % | ||||
| Operating Margin | 0.76 % | ||||
| Current Valuation | 1.89 B | ||||
| Shares Outstanding | 50.79 M | ||||
| Price To Earning | 179.50 X | ||||
| Price To Book | 0.96 X | ||||
| Price To Sales | 3.42 X | ||||
| Revenue | 220.39 M | ||||
| EBITDA | 169.96 M | ||||
| Cash And Equivalents | 14.77 M | ||||
| Cash Per Share | 0.28 X | ||||
| Total Debt | 980.18 M | ||||
| Debt To Equity | 1.17 % | ||||
| Book Value Per Share | 16.99 X | ||||
| Cash Flow From Operations | 76.23 M | ||||
| Earnings Per Share | 1.64 X | ||||
| Total Asset | 1.94 B | ||||
| Retained Earnings | (151.74 M) | ||||
About Carlyle Secured Performance
To evaluate Carlyle Secured Lending Stock as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Carlyle Secured generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Carlyle Stock's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Carlyle Secured Lending market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Carlyle's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.TCG BDC, Inc. is business development company specializing in first lien debt, senior secured loans, second lien senior secured loan unsecured debt, mezzanine debt and investments in equities. It invests in companies with EBITDA between 25 million and 100 million. Carlyle Secured operates under Asset Management classification in the United States and is traded on NASDAQ Exchange.Things to note about Carlyle Secured Lending performance evaluation
Checking the ongoing alerts about Carlyle Secured for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Carlyle Secured Lending help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Carlyle Secured has a strong financial position based on the latest SEC filings | |
| On 17th of April 2024 Carlyle Secured paid $ 0.48 per share dividend to its current shareholders |
- Analyzing Carlyle Secured's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Carlyle Secured's stock is overvalued or undervalued compared to its peers.
- Examining Carlyle Secured's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Carlyle Secured's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Carlyle Secured's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Carlyle Secured's stock. These opinions can provide insight into Carlyle Secured's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Carlyle Secured Lending. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in bureau of labor statistics. Note that the Carlyle Secured Lending information on this page should be used as a complementary analysis to other Carlyle Secured'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 Portfolio Rebalancing module to analyze risk-adjusted returns against different time horizons to find asset-allocation targets.
Complementary Tools for Carlyle Stock analysis
When running Carlyle Secured's price analysis, check to measure Carlyle Secured'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 Secured is operating at the current time. Most of Carlyle Secured's value examination focuses on studying past and present price action to predict the probability of Carlyle Secured'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 Secured's price. Additionally, you may evaluate how the addition of Carlyle Secured to your portfolios can decrease your overall portfolio volatility.
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Is Carlyle Secured'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 Secured. 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 Secured listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
The market value of Carlyle Secured Lending 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 Secured's value that differs from its market value or its book value, called intrinsic value, which is Carlyle Secured'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 Secured's market value can be influenced by many factors that don't directly affect Carlyle Secured'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 Secured's value and its price as these two are different measures arrived at by different means. Investors typically determine if Carlyle Secured is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Carlyle Secured'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.