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The Carlyle Group (STU:3VU) Shiller PE Ratio : 20.69 (As of May. 19, 2024)


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What is The Carlyle Group Shiller PE Ratio?

As of today (2024-05-19), The Carlyle Group's current share price is €39.31. The Carlyle Group's E10 for the quarter that ended in Mar. 2024 was €1.90. The Carlyle Group's Shiller PE Ratio for today is 20.69.

The historical rank and industry rank for The Carlyle Group's Shiller PE Ratio or its related term are showing as below:

STU:3VU' s Shiller PE Ratio Range Over the Past 10 Years
Min: 1.83   Med: 13.37   Max: 24.67
Current: 20.71

During the past years, The Carlyle Group's highest Shiller PE Ratio was 24.67. The lowest was 1.83. And the median was 13.37.

STU:3VU's Shiller PE Ratio is ranked worse than
78.39% of 759 companies
in the Asset Management industry
Industry Median: 13.06 vs STU:3VU: 20.71

E10 is a concept invented by Prof. Robert Shiller, who uses E10 for his Shiller PE Ratio calculation. E10 is the average of the inflation adjusted earnings of a company over the past 10 years.

The Carlyle Group's adjusted earnings per share data for the three months ended in Mar. 2024 was €0.166. Add all the adjusted EPS for the past 10 years together and divide 10 will get our E10, which is €1.90 for the trailing ten years ended in Mar. 2024.

Shiller PE for Stocks: The True Measure of Stock Valuation


The Carlyle Group Shiller PE Ratio Historical Data

The historical data trend for The Carlyle Group's Shiller PE Ratio can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

* Premium members only.

The Carlyle Group Shiller PE Ratio Chart

The Carlyle Group Annual Data
Trend Dec14 Dec15 Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23
Shiller PE Ratio
Get a 7-Day Free Trial Premium Member Only Premium Member Only 3.03 5.30 24.59 12.43 19.59

The Carlyle Group Quarterly Data
Jun19 Sep19 Dec19 Mar20 Jun20 Sep20 Dec20 Mar21 Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24
Shiller PE Ratio Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 13.03 13.36 12.41 19.59 22.57

Competitive Comparison of The Carlyle Group's Shiller PE Ratio

For the Asset Management subindustry, The Carlyle Group's Shiller PE Ratio, along with its competitors' market caps and Shiller PE Ratio data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


The Carlyle Group's Shiller PE Ratio Distribution in the Asset Management Industry

For the Asset Management industry and Financial Services sector, The Carlyle Group's Shiller PE Ratio distribution charts can be found below:

* The bar in red indicates where The Carlyle Group's Shiller PE Ratio falls into.



The Carlyle Group Shiller PE Ratio Calculation

For Shiller PE Ratio, the earnings of the past 10 years are inflation-adjusted and averaged. The result is used for P/E calculation. Since it looks at the average over the last 10 years, the Shiller PE Ratio is also called PE10.

The Shiller PE Ratio was first used by professor Robert Shiller to measure the valuation of the overall market. The same calculation is applied here to individual companies.

The Carlyle Group's Shiller PE Ratio for today is calculated as

Shiller PE Ratio=Share Price/ E10
=39.31/1.9
=20.69

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

The Carlyle Group's E10 for the quarter that ended in Mar. 2024 is calculated as:

For example, The Carlyle Group's adjusted earnings per share data for the three months ended in Mar. 2024 was:

Adj_EPS=Earnings per Share (Diluted)/CPI of Mar. 2024 (Change)*Current CPI (Mar. 2024)
=0.166/131.7762*131.7762
=0.166

Current CPI (Mar. 2024) = 131.7762.

The Carlyle Group Quarterly Data

Earnings per Share (Diluted) CPI Adj_EPS
201406 0.199 100.560 0.261
201409 0.272 100.428 0.357
201412 0.187 99.070 0.249
201503 0.499 99.621 0.660
201506 0.303 100.684 0.397
201509 -0.989 100.392 -1.298
201512 -0.037 99.792 -0.049
201603 0.009 100.470 0.012
201606 0.062 101.688 0.080
201609 -0.018 101.861 -0.023
201612 -0.152 101.863 -0.197
201703 0.841 102.862 1.077
201706 0.525 103.349 0.669
201709 0.361 104.136 0.457
201712 0.414 104.011 0.525
201803 0.243 105.290 0.304
201806 0.479 106.317 0.594
201809 0.086 106.507 0.106
201812 -0.132 105.998 -0.164
201903 1.044 107.251 1.283
201906 1.089 108.070 1.328
201909 0.499 108.329 0.607
201912 -0.108 108.420 -0.131
202003 -1.593 108.902 -1.928
202006 0.364 108.767 0.441
202009 0.696 109.815 0.835
202012 1.200 109.897 1.439
202103 2.024 111.754 2.387
202106 2.117 114.631 2.434
202109 1.241 115.734 1.413
202112 1.575 117.630 1.764
202203 1.426 121.301 1.549
202206 0.634 125.017 0.668
202209 0.778 125.227 0.819
202212 0.330 125.222 0.347
202303 0.262 127.348 0.271
202306 -0.249 128.729 -0.255
202309 0.206 129.860 0.209
202312 -1.751 129.419 -1.783
202403 0.166 131.776 0.166

Add all the adjusted EPS together and divide 10 will get our E10.

Please note that we use the CPI data of the country/region where the company is headquartered. If the CPI data for that country/region is not available, then we will use the CPI data of the United States as default.


The Carlyle Group  (STU:3VU) Shiller PE Ratio Explanation

Compared with the regular PE Ratio, which works poorly for cyclical businesses, the Shiller PE Ratio smoothed out the fluctuations of profit margins during business cycles. Therefore it is more accurate in reflecting the valuation of the company.

If a company has consistent business performance, the Shiller PE Ratio should give similar results to regular PE Ratio.

Compared with the PS Ratio, the Shiller PE Ratio makes the comparison between different industries more meaningful.


Be Aware

Shiller PE Ratio assumes that over the long term, businesses and profitability revert to their means. If a company's business model does not work in the future compared with the past, Shiller PE Ratio and PS Ratio will give false valuations.


The Carlyle Group Shiller PE Ratio Related Terms

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The Carlyle Group (STU:3VU) Business Description

Traded in Other Exchanges
Address
1001 Pennsylvania Avenue, NW, Washington, DC, USA, 20004-2505
The Carlyle Group is one of the world's largest alternative-asset managers, with $382.3 billion in total assets under management, including $273.0 billion in fee-earning AUM, at the end of September 2023. The company has three core business segments: private equity, which includes private equity, real estate, infrastructure, and natural resources funds (accounting for 40% of fee-earning AUM and 64% of base management fees during 2023), global credit (46% and 25%) and investment solutions (14% and 11%). The firm primarily serves institutional investors and high-net-worth individuals. Carlyle operates through 29 offices across five continents, serving more than 2,900 active carry fund investors from 88 countries.

The Carlyle Group (STU:3VU) Headlines

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