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The Carlyle Group (MEX:CG) Cyclically Adjusted Book per Share : MXN173.64 (As of Mar. 2025)


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What is The Carlyle Group Cyclically Adjusted Book per Share?

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 similar calculation is applied by GuruFocus to calculate the Cyclically Adjusted Book per Share and the Cyclically Adjusted PB Ratio. The Cyclically Adjusted Book per Share is the average of the inflation adjusted Book Value per Share of a company over the past 10 years.

The Carlyle Group's adjusted book value per share for the three months ended in Mar. 2025 was MXN316.180. Add all the adjusted book value per share for the past 10 years together and divide the count will get our Cyclically Adjusted Book per Share, which is MXN173.64 for the trailing ten years ended in Mar. 2025.

During the past 12 months, The Carlyle Group's average Cyclically Adjusted Book Growth Rate was 19.30% per year. During the past 3 years, the average Cyclically Adjusted Book Growth Rate was 26.50% per year. Please click Growth Rate Calculation Example (GuruFocus) to see how GuruFocus calculates Wal-Mart Stores Inc (WMT)'s revenue growth rate. You can apply the same method to get the Cyclically Adjusted Book Growth Rate using Cyclically Adjusted Book per Share data.

During the past 13 years, the highest 3-Year average Cyclically Adjusted Book Growth Rate of The Carlyle Group was 26.50% per year. The lowest was 20.60% per year. And the median was 23.55% per year.

As of today (2025-05-23), The Carlyle Group's current stock price is MXN805.10. The Carlyle Group's Cyclically Adjusted Book per Share for the quarter that ended in Mar. 2025 was MXN173.64. The Carlyle Group's Cyclically Adjusted PB Ratio of today is 4.64.

During the past 13 years, the highest Cyclically Adjusted PB Ratio of The Carlyle Group was 15.74. The lowest was 4.12. And the median was 6.30.


The Carlyle Group Cyclically Adjusted Book per Share Historical Data

The historical data trend for The Carlyle Group's Cyclically Adjusted Book per Share 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 Cyclically Adjusted Book per Share Chart

The Carlyle Group Annual Data
Trend Dec15 Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24
Cyclically Adjusted Book per Share
Get a 7-Day Free Trial Premium Member Only Premium Member Only 69.22 77.51 135.99 106.92 126.94

The Carlyle Group Quarterly Data
Jun20 Sep20 Dec20 Mar21 Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25
Cyclically Adjusted Book per Share 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 121.22 145.07 142.91 126.94 173.64

Competitive Comparison of The Carlyle Group's Cyclically Adjusted Book per Share

For the Asset Management subindustry, The Carlyle Group's Cyclically Adjusted PB Ratio, along with its competitors' market caps and Cyclically Adjusted PB 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 Cyclically Adjusted PB Ratio Distribution in the Asset Management Industry

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

* The bar in red indicates where The Carlyle Group's Cyclically Adjusted PB Ratio falls into.


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The Carlyle Group Cyclically Adjusted Book per Share Calculation

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 similar calculation is applied by GuruFocus to calculate the Cyclically Adjusted Book per Share and the Cyclically Adjusted PB Ratio. The Cyclically Adjusted Book per Share is the average of the inflation adjusted Book Value per Share of a company over the past 10 years.

What is Cyclically Adjusted Book per Share? How do we calculate Cyclically Adjusted Book per Share?

Cyclically Adjusted Book per Share is the average of the inflation adjusted Book Value per Share of a company over the past 10 years. Let's use an example to explain.

If we want to calculate the Cyclically Adjusted Book per Share of Wal-Mart (WMT) for Dec. 31, 2010, we need to have the inflation data and the book value per share from 2001 through 2010.

We adjusted the 2001 book value per share data with the total inflation from 2001 through 2010 to the equivalent book value in 2010. If the total inflation from 2001 to 2010 is 40%, and Wal-Mart's book value is $1 a share in 2001, then the 2001's equivalent book value in 2010 is $1.4 a share. If Wal-Mart's book value is $1 again in 2002, and the total inflation from 2002 through 2010 is 35%, then the equivalent 2002 book value in 2010 is $1.35. So on and so forth, you get the equivalent book value per share of past 10 years. Then you add them together and divided the sum by the count to get Cyclically Adjusted Book per Share.

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.

For example, The Carlyle Group's adjusted Book Value per Share data for the three months ended in Mar. 2025 was:

Adj_Book= Book Value per Share /CPI of Mar. 2025 (Change)*Current CPI (Mar. 2025)
=316.18/134.9266*134.9266
=316.180

Current CPI (Mar. 2025) = 134.9266.

The Carlyle Group Quarterly Data

Book Value per Share CPI Adj_Book
201506 33.295 100.684 44.619
201509 31.009 100.392 41.676
201512 26.788 99.792 36.219
201603 21.369 100.470 28.697
201606 22.155 101.688 29.397
201609 20.881 101.861 27.659
201612 19.445 101.863 25.757
201703 23.166 102.862 30.387
201706 28.027 103.349 36.590
201709 32.072 104.136 41.555
201712 36.891 104.011 47.856
201803 35.865 105.290 45.960
201806 38.610 106.317 49.000
201809 36.235 106.507 45.904
201812 34.207 105.998 43.543
201903 40.196 107.251 50.569
201906 47.476 108.070 59.275
201909 51.633 108.329 64.310
201912 33.606 108.420 41.822
202003 125.560 108.902 155.566
202006 129.631 108.767 160.808
202009 138.292 109.815 169.916
202012 151.317 109.897 185.781
202103 199.608 111.754 240.997
202106 243.559 114.631 286.681
202109 274.477 115.734 319.994
202112 304.709 117.630 349.516
202203 325.367 121.301 361.915
202206 333.381 125.017 359.807
202209 338.653 125.227 364.885
202212 334.764 125.222 360.709
202303 307.376 127.348 325.669
202306 284.041 128.729 297.717
202309 285.878 129.860 297.033
202312 243.880 129.419 254.258
202403 234.244 131.776 239.844
202406 258.571 132.554 263.200
202409 305.345 133.029 309.701
202412 327.383 133.157 331.734
202503 316.180 134.927 316.180

Add all the adjusted book value per share together and divide the count will get our Cyclically Adjusted Book per Share.


The Carlyle Group  (MEX:CG) Cyclically Adjusted Book per Share Explanation

If a company grows much fast than inflation, Cyclically Adjusted Book per Share may underestimate the company's equity. Cyclically Adjusted PB Ratio can seem to be too high even the actual PB Ratio is low.

For the Cyclically Adjusted PB Ratio, the book value of the past 10 years are inflation-adjusted and averaged. The result is used for P/B calculation. Since it looks at the average over the last 10 years, the Cyclically Adjusted PB Ratio is also called CAPB Ratio.

The Shiller PE Ratio was first used by professor Robert Shiller. He uses E10 for his Shiller PE Ratio calculation. E10 is the average of the inflation adjusted earnings per share of a company over the past 10 years. The similar calculation is applied by GuruFocus to calculate the Cyclically Adjusted PB Ratio. The Cyclically Adjusted Book per Share is the average of the inflation adjusted book value per share of a company over the past 10 years.

The Carlyle Group's Cyclically Adjusted PB Ratio of today is calculated as

Cyclically Adjusted PB Ratio=Share Price/Cyclically Adjusted Book per Share
=805.10/173.64
=4.64

* 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.

During the past 13 years, the highest Cyclically Adjusted PB Ratio of The Carlyle Group was 15.74. The lowest was 4.12. And the median was 6.30.


Be Aware

Cyclically Adjusted PB Ratio works better for cyclical companies. It gives you a better idea on the company's real book value.


The Carlyle Group Cyclically Adjusted Book per Share Related Terms

Thank you for viewing the detailed overview of The Carlyle Group's Cyclically Adjusted Book per Share provided by GuruFocus.com. Please click on the following links to see related term pages.


The Carlyle Group 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 $447.4 billion in total AUM, including $313.6 billion in fee-earning AUM, at the end of September 2024. The company has three core business segments: private equity, which includes private equity, real estate, infrastructure, and natural resources funds (accounting for 33% of fee-earning AUM and 57% of base management fees during 2023), global credit (51% and 27%) and investment solutions (16% and 16%). 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.