ROA % is calculated as Net Income divided by its average Total Assets over a certain period of time. The Carlyle Group's annualizedNet Income for the quarter that ended in Sep. 2024 was €2,147 Mil.
The Carlyle Group's average Total Assets over the quarter that ended in Sep. 2024 was €20,559 Mil. Therefore, The Carlyle Group's annualized ROA % for the quarter that ended in Sep. 2024 was 10.44%.
The historical rank and industry rank for The Carlyle Group's ROA % or its related term are showing as below:
STU:3VU'
s ROA % Range Over the Past 10 Years
Min: -2.86 Med: 1.56 Max: 16.13
Current: 0.54
During the past 13 years, The Carlyle Group's highest ROA % was 16.13%. The lowest was -2.86%. And the median was 1.56%.
STU:3VU's ROA % is ranked worse than 71.94% of 1693
companies
in the Asset Management industry
Industry Median: 4.19
vs STU:3VU: 0.54
The Carlyle Group ROA % Historical Data
The historical data trend for The Carlyle Group's ROA % 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.
Competitive Comparison of The Carlyle Group's ROA %
For the Asset Management subindustry, The Carlyle Group's ROA %, along with its competitors' market caps and ROA % 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 ROA % Distribution in the Asset Management Industry
For the Asset Management industry and Financial Services sector, The Carlyle Group's ROA % distribution charts can be found below:
* The bar in red indicates where The Carlyle Group's ROA % falls into.
The Carlyle Group ROA % Calculation
The Carlyle Group's annualized ROA % for the fiscal year that ended in Dec. 2023 is calculated as:
* 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.
In the calculation of annual ROA %, the net income of the last fiscal year and the average total assets over the fiscal year are used. In calculating the quarterly data,
the Net Income data used here is four times the quarterly (Sep. 2024) net income data.
ROA % is displayed in the 30-year financial page.
The Carlyle Group (STU:3VU) ROA % Explanation
ROA % measures the rate of return on the total assets (shareholder equity plus liabilities). It measures a firm's efficiency at generating profits from shareholders' equity plus its liabilities. ROA % shows how well a company uses what it has to generate earnings. ROA %s can vary drastically across industries. Therefore, ROA % should not be used to compare companies in different industries. For retailers, a ROA % of higher than 5% is expected. For example, Wal-Mart (WMT) has a ROA % of about 8% as of 2012. For banks, ROA % is close to their interest spread. A banks ROA % is typically well under 2%.
Similar to ROE, ROA % is affected by profit margins and asset turnover. This can be seen from the Du Pont Formula:
Note:
The Net Income data used here is four times the quarterly (Sep. 2024) net income data. The Revenue data used here is four times the quarterly (Sep. 2024) revenue data.
* 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.
Be Aware
Like ROE, ROA % is calculated with only 12 months data. Fluctuations in the company's earnings or business cycles can affect the ratio drastically. It is important to look at the ratio from a long term perspective. ROA % can be affected by events such as stock buyback or issuance, and by goodwill, a company's tax rate and its interest payment. ROA % may not reflect the true earning power of the assets. A more accurate measurement is ROC % (ROC).
Many analysts argue the higher return the better. Buffett states that really high ROA % may indicate vulnerability in the durability of the competitive advantage.
E.g. Raising $43b to take on KO is impossible, but $1.7b to take on Moody's is. Although Moody's ROA % and underlying economics is far superior to Coca Cola, the durability is far weaker because of lower entry cost.
The Carlyle Group ROA % Related Terms
Thank you for viewing the detailed overview of The Carlyle Group's ROA % provided by GuruFocus.com. Please click on the following links to see related term pages.
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.
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