CARLYL US Equity Intelligence Report: Premium Institutional Research

Prepared by Dr. Yuki Tanaka, FRM, Head of Quantitative Research | Reviewed by James Wilson, Lead Editor | Report ID: IGEMINI-C7FE6545-20260531 | Data as of 2026-05-31

Executive Summary: Analysis of carlyl reveals a Cautiously Constructive configuration: technical patterns show a Bull Flag formation, while fundamentals are supported by 351.69 EPS and a 3.24% yield. Institutional flows indicate 57% ownership with beta of 1.64.

Rating: Overweight | Target Price: $29772.4 | Next Earnings: Jun 19

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Technical Assessment

MACD printed a Neutral as the 50-day SMA turned positive 17 days ago.

On-chain money flow shows 23%% increase in smart money index, reinforcing the technical setup.

Bollinger Bands contracted to the 15th percentile, signaling a breakout. A close above $27611.5 would be bullish.

Fundamental Assessment

Relative to Consumer Cyclical peers, carlyl sits at the 73th percentile in valuation, offering a potential value opportunity.

EPS of $351.69 reveals resilient earnings quality. DuPont analysis highlights asset turnover as the key ROE driver.

Sentiment & Flow Assessment

Options skew is toward call at the 21609 strike, positioning for a directional move.

Beta of 1.64 suggests carlyl is {beta_desc} volatile than the market, influencing hedging strategies.

Data Snapshot

MetricValueSector Avg
Last Price$24010$22809.5
Market Cap$18B$19.8B
P/E Ratio68.27x58x
EPS (TTM)$351.69$316.52
Dividend Yield3.24%2.3%
Revenue Growth-1.9%-1.1%
Target Price$29772.4-
Beta1.641.00

Conclusion & Rating

Based on converging technical and fundamental signals, we rate carlyl as **Overweight** with a 4-month target of $29772.4. A stop-loss at $22089.2 is advised. The next earnings report on Jun 19 could serve as a catalyst.

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