Profitability
Weight: 25%
B
70
Scored using ROA (NIM proxy) — financial-archetype substitution.
- 5yr Avg ROA 3.7%
- Operating Margin Trend -9.46 pp/yr
CG
The Carlyle Group Inc.
AlphaQuality composite grade, weighted for banks, insurers & asset managers businesses.
Capital Efficiency
Weight: 20%
A-
86
Scored using ROTCE — financial-archetype substitution.
- 5yr Avg ROTCE 20.6%
- 5yr Share-Count CAGR 0.6%
Growth Quality
Weight: 10%
C+
61
Scored using BVPS — financial-archetype substitution.
- 5yr BVPS CAGR 91.7%
- 5yr EPS CAGR -28.2%
- Positive-EPS Years (5) 4/5
Cash Generation
Weight: 5%
F
25
Scored using OCF/NI — banks have no FCF concept.
- 5yr OCF/NI 0.34x
Balance Sheet
Weight: 30%
A+
96
Scored using Equity/Assets — financial-archetype substitution.
- Equity / Assets 19.8%
- Interest Coverage (EBIT/Int) 10.35x
Stability
Weight: 10%
D
36
- EPS Volatility (σ/μ) 0.78
- Piotroski F-Score 5
- Negative-Revenue Years (5) 2/5
Guru Flow
Curated superinvestor sentiment — not part of the AlphaQuality grade.4 of 4 gurus held; 1 new buy; 2 trimmed.
- Holders
- 4 +1
- Avg Δ position
- -26.7%
- New buys
- 1
- Full exits
- 0