- Carlyle Group’s assets under management hit $426 billion, marking a 14% increase year-over-year and beating estimates of $414.75 billion.
- The group’s market activity and other revenues reached $7.12 billion, surpassing estimates of $5.73 billion.
- Fee-earning Assets Under Management (AUM) was $307 billion, a 15% increase from the previous year and above the estimated $304.02 billion.
- Revenue reached $926.2 million, a 29% increase year-over-year.
- Segment revenue was $896.4 million, a 15% decrease from the previous year, but still higher than the estimated $841.5 million.
- Global Private Equity Fee Revenue was $331.5 million, a 4.8% decrease from the previous year, but fell short of the estimated $344.8 million.
- Global Credit Fee Revenue was $194.7 million, a 25% increase year-over-year and above the estimated $169.5 million.
- Global Investment Solutions Fee Revenue was $69.1 million, a 25% increase year-over-year and higher than the estimated $64.9 million.
- Realized proceeds reached $5.2 billion.
- Fee-related earnings were $254 million, a 26% increase year-over-year and above the estimated $207.6 million.
- Distributable income per share was 86c, beating the estimate of 77c.
- 4Q fundraising reached $16.9 billion, invested capital was $7.2 billion, and carry fund appreciation was 1%.
- The Carlyle board reset the total share buyback authorization to $1.4 billion.
- The 4Q results reflect a one-time $1.1 billion charge related to a realignment of the company’s employee compensation program.
A look at Carlyle Group / Smart Scores
| Factor | Score | Magnitude |
|---|---|---|
| Value | 3 | |
| Dividend | 3 | |
| Growth | 5 | |
| Resilience | 2 | |
| Momentum | 5 | |
| OVERALL SMART SCORE | 3.6 |
Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma
The long-term outlook for Carlyle Group looks promising, according to the Smartkarma Smart Scores. These scores, which range from 1 to 5, indicate the overall outlook for the company based on various factors. For Carlyle Group, the scores are 3 for Value, 3 for Dividend, 5 for Growth, 2 for Resilience, and 5 for Momentum.
These scores suggest that Carlyle Group is a strong investment firm with a focus on global markets. The company manages investment vehicles across four segments, including corporate private equity, real assets, global credit, and investment solutions. With a strong score of 5 for Growth and Momentum, it is clear that Carlyle Group is well-positioned for long-term success and growth. This, combined with its solid scores in other areas, makes Carlyle Group a promising choice for investors looking for a strong and resilient company in the long run.
Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
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