Carlsberg Financial Statements From 2010 to 2024
| CARL-B Stock | DKK 734.80 17.00 2.26% |
Check Carlsberg financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Carlsberg's main balance sheet or income statement drivers, such as , as well as many indicators such as . Carlsberg financial statements analysis is a perfect complement when working with Carlsberg Valuation or Volatility modules.
Carlsberg |
Carlsberg AS Company Operating Margin Analysis
Carlsberg's Operating Margin shows how much operating income a company makes on each dollar of sales. It is one of the profitability indicators which helps analysts to understand whether the firm is successful or not making money from everyday operations.
Current Carlsberg Operating Margin | 0.15 % |
Most of Carlsberg's fundamental indicators, such as Operating Margin, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Carlsberg AS is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
A good Operating Margin is required for a company to be able to pay for its fixed costs or payout its debt, which implies that the higher the margin, the better. This ratio is most effective in evaluating the earning potential of a company over time when comparing it against a firm's competitors.
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Based on the recorded statements, Carlsberg AS has an Operating Margin of 0.1481%. This is 100.45% lower than that of the Consumer Defensive sector and 99.14% lower than that of the Beverages - Brewers industry. The operating margin for all Denmark stocks is 102.69% lower than that of the firm.
Carlsberg AS Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Carlsberg's current stock value. Our valuation model uses many indicators to compare Carlsberg value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Carlsberg competition to find correlations between indicators driving Carlsberg's intrinsic value. More Info.Carlsberg AS is rated fourth in return on equity category among its peers. It also is rated fourth in return on asset category among its peers reporting about 0.27 of Return On Asset per Return On Equity. The ratio of Return On Equity to Return On Asset for Carlsberg AS is roughly 3.64 . Comparative valuation analysis is a catch-all model that can be used if you cannot value Carlsberg by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Carlsberg's Stock. Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued.About Carlsberg Financial Statements
Carlsberg stakeholders use historical fundamental indicators, such as Carlsberg's revenue or net income, to determine how well the company is positioned to perform in the future. Although Carlsberg investors may analyze each financial statement separately, they are all interrelated. For example, changes in Carlsberg's assets and liabilities are reflected in the revenues and expenses on Carlsberg's income statement, which ultimately affect the company's gains or losses. Understanding these patterns can help in making the right long-term investment decisions in Carlsberg AS. Please read more on our technical analysis and fundamental analysis pages.
Carlsberg AS produces and sells beer and other beverage products in Western Europe, Eastern Europe, and Asia. The company was founded in 1847 and is based in Copenhagen, Denmark. Carlsberg operates under Beverages - Brewers classification in Denmark and is traded on Copenhagen Stock Exchange. It employs 40000 people.
Pair Trading with Carlsberg
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Carlsberg position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Carlsberg will appreciate offsetting losses from the drop in the long position's value.Moving together with Carlsberg Stock
Moving against Carlsberg Stock
The ability to find closely correlated positions to Carlsberg could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Carlsberg when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Carlsberg - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Carlsberg AS to buy it.
The correlation of Carlsberg is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Carlsberg moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Carlsberg AS moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Carlsberg can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Other Information on Investing in Carlsberg Stock
Carlsberg financial ratios help investors to determine whether Carlsberg Stock is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Carlsberg with respect to the benefits of owning Carlsberg security.