- Carlyle Group’s distributable income per share was $0.92, falling short of the estimated $0.95.
- Total revenue reached $1.03 billion, marking an 11% increase compared to the previous year.
- Segment revenue increased by 5.8% year-over-year to $948.5 million, slightly below the estimated $959.2 million.
- Global Private Equity Fee Revenue decreased by 6.1% to $311.4 million, not reaching the estimated $317.5 million.
- Global Credit Fee Revenue increased significantly by 22% to $238.5 million, surpassing the estimate of $216.6 million.
- Global Investment Solutions Fee Revenue rose sharply by 52% to $104.8 million, exceeding the estimate of $88.3 million.
- Assets under management (AUM) were $441 billion, up 3.5% from the previous year but below the estimated $457.78 billion.
- Fee-earning AUM slightly decreased by 1% to $304 billion, which was lower than the expected $319.64 billion.
- Inflows reached $14.2 billion, surpassing the estimate of $13.26 billion.
- Realized proceeds amounted to $10 billion.
- Fee-related earnings climbed 13% to $287.4 million, meeting the forecast of $287 million.
- Carry Fund Appreciation was 1% in the fourth quarter and 8% for the full year 2024, compared to 7% for 2023.
- A quarterly dividend of $0.35 per common share was declared, payable to stockholders as of February 21.
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A look at Carlyle Group / Smart Scores
| Factor | Score | Magnitude |
|---|---|---|
| Value | 3 | |
| Dividend | 4 | |
| Growth | 2 | |
| Resilience | 2 | |
| Momentum | 5 | |
| OVERALL SMART SCORE | 3.2 |
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
When looking at the long-term outlook for Carlyle Group Inc., the Smartkarma Smart Scores indicate a positive overall outlook. With a momentum score of 5, the company is showing strong growth potential and market performance. Additionally, Carlyle Group scores well in dividends, value, and resilience, demonstrating stability and returns for investors. However, the growth factor, at a score of 2, may imply some room for improvement in expanding the company’s operations.
Carlyle Group Inc. operates as a global investment firm across various segments, including corporate private equity, real assets, global credit, and investment solutions. With a focus on managing investment vehicles, the company serves clients worldwide, providing opportunities for diversified investment strategies. Overall, the Smartkarma Smart Scores highlight Carlyle Group’s strengths in terms of value, dividends, and momentum, positioning it well for long-term growth and stability in the investment landscape.
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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