Calumet Specialty Products Stock Buy Hold or Sell Recommendation
| CLMT Stock | USD 21.80 0.28 1.30% |
Given the investment horizon of 90 days and your conservative attitude towards risk, our recommendation regarding Calumet Specialty Products is 'Strong Sell'. A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Calumet Specialty Products given historical horizon and risk tolerance towards Calumet Specialty. When Macroaxis issues a 'buy' or 'sell' recommendation for Calumet Specialty Products, the advice is generated through an automated system that utilizes algorithms and statistical models.
Check out Calumet Specialty Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. Note, we conduct extensive research on individual companies such as Calumet and provide practical buy, sell, or hold advice based on investors' constraints. Calumet Specialty Products. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in population.
Calumet |
Execute Calumet Specialty Buy or Sell Advice
The Calumet recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Calumet Specialty Products. Macroaxis does not own or have any residual interests in Calumet Specialty Products or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Calumet Specialty's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Strong Sell
Market Performance | Insignificant | Details | |
Volatility | Not too volatile | Details | |
Hype Condition | Under hyped | Details | |
Current Valuation | Fairly Valued | Details | |
Odds Of Distress | Below Average | Details | |
Economic Sensitivity | Moves indifferently to market moves | Details | |
Investor Sentiment | Alarmed | Details | |
Analyst Consensus | Buy | Details | |
Financial Strenth (F Score) | Healthy | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Possible Manipulator | Details |
Calumet Specialty Trading Alerts and Improvement Suggestions
| Calumet Specialty had very high historical volatility over the last 90 days | |
| Calumet Specialty Products currently holds 2.19 B in liabilities. Calumet Specialty has a current ratio of 0.59, indicating that it has a negative working capital and may not be able to pay financial obligations when due. Note, when we think about Calumet Specialty's use of debt, we should always consider it together with its cash and equity. | |
| Calumet Specialty Products currently holds about 50.5 M in cash with (14.9 M) of positive cash flow from operations. This results in cash-per-share (CPS) ratio of 0.64. | |
| Roughly 21.0% of the company shares are held by company insiders | |
| Latest headline from gurufocus.com: Calumet Inc Stock Price Down 2.8 percent on Nov 13 |
Calumet Specialty Returns Distribution Density
The distribution of Calumet Specialty's historical returns is an attempt to chart the uncertainty of Calumet Specialty's future price movements. The chart of the probability distribution of Calumet Specialty daily returns describes the distribution of returns around its average expected value. We use Calumet Specialty Products price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Calumet Specialty returns is essential to provide solid investment advice for Calumet Specialty.
| Mean Return | 0.16 | Value At Risk | -8.23 | Potential Upside | 7.47 | Standard Deviation | 3.93 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Calumet Specialty historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.
Calumet Stock Institutional Investors
The Calumet Specialty's institutional investors refer to entities that pool money to purchase Calumet Specialty's securities or originate loans. These institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds.
| Shares | Ubs Group Ag | 2024-06-30 | 306.4 K | Barnett & Co Inc | 2024-09-30 | 279.3 K | Lpl Financial Corp | 2024-06-30 | 193.1 K | Brown Advisory Holdings Inc | 2024-09-30 | 185.6 K | Ing Groep Nv | 2024-09-30 | 171 K | Bank Of America Corp | 2024-06-30 | 159.2 K | Northern Trust Corp | 2024-09-30 | 139.7 K | Citadel Advisors Llc | 2024-06-30 | 138.6 K | Simplex Trading, Llc | 2024-06-30 | 126.9 K | Wasserstein Debt Opportunities Management Lp | 2024-09-30 | 6.9 M | Adams Asset Advisors Llc | 2024-09-30 | 5.3 M |
Calumet Specialty Cash Flow Accounts
| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 (projected) | ||
| Change To Inventory | 16.3M | 14M | (27M) | (190.8M) | 25.1M | 26.4M | |
| Change In Cash | (136.6M) | 90.3M | 12.5M | (86.7M) | (20.5M) | (19.5M) | |
| Free Cash Flow | 137M | 18.8M | (126.9M) | (435.6M) | (286.7M) | (272.4M) | |
| Other Non Cash Items | (28.4M) | 20.1M | (75.7M) | 285.6M | (186.6M) | (177.3M) | |
| Capital Expenditures | 54.9M | 44M | 82.9M | 536.2M | 271.8M | 145.5M | |
| Net Income | (43.6M) | (149M) | (260.1M) | (171.8M) | 47.1M | 49.5M | |
| End Period Cash Flow | 19.1M | 109.4M | 121.9M | 35.2M | 14.7M | 14.0M | |
| Depreciation | 110.1M | 105.1M | 107.7M | 98.3M | 182.9M | 102.4M | |
| Change To Netincome | 38.9M | 31.5M | 42.8M | 125.4M | 144.2M | 151.4M | |
| Change Receivables | (37M) | 25.5M | (91.4M) | (15M) | (13.5M) | (14.2M) | |
| Net Borrowings | (360.4M) | 105.7M | 88.9M | (286.7M) | (258.0M) | (245.1M) | |
| Investments | 5M | (46.3M) | (82.8M) | (536M) | (400.2M) | (380.2M) |
Calumet Specialty Greeks
Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Calumet Specialty or Oil, Gas & Consumable Fuels sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Calumet Specialty's price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Calumet stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α | Alpha over Dow Jones | 0.16 | |
β | Beta against Dow Jones | -0.09 | |
σ | Overall volatility | 3.93 | |
Ir | Information ratio | 0.01 |
Calumet Specialty Volatility Alert
Calumet Specialty Products shows above-average downside volatility for the selected time horizon. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Calumet Specialty's stock risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Calumet Specialty's stock price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.Calumet Specialty Fundamentals Vs Peers
Comparing Calumet Specialty's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Calumet Specialty's direct or indirect competition across all of the common fundamentals between Calumet Specialty and the related equities. This way, we can detect undervalued stocks with similar characteristics as Calumet Specialty or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of Calumet Specialty's fundamental indicators could also be used in its relative valuation, which is a method of valuing Calumet Specialty by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Calumet Specialty to competition |
| Fundamentals | Calumet Specialty | Peer Average |
| Return On Equity | -11.72 | -0.31 |
| Return On Asset | 0.0167 | -0.14 |
| Profit Margin | (0.05) % | (1.27) % |
| Operating Margin | (0.04) % | (5.51) % |
| Current Valuation | 3.9 B | 16.62 B |
| Shares Outstanding | 85.9 M | 571.82 M |
| Shares Owned By Insiders | 21.26 % | 10.09 % |
| Shares Owned By Institutions | 37.26 % | 39.21 % |
| Number Of Shares Shorted | 5.45 M | 4.71 M |
| Price To Earning | 286.67 X | 28.72 X |
| Price To Book | 19.32 X | 9.51 X |
| Price To Sales | 0.44 X | 11.42 X |
| Revenue | 4.18 B | 9.43 B |
| Gross Profit | 370.2 M | 27.38 B |
| EBITDA | 454.3 M | 3.9 B |
| Net Income | 47.1 M | 570.98 M |
| Cash And Equivalents | 50.5 M | 2.7 B |
| Cash Per Share | 0.64 X | 5.01 X |
| Total Debt | 2.19 B | 5.32 B |
| Current Ratio | 0.60 X | 2.16 X |
| Book Value Per Share | (7.83) X | 1.93 K |
| Cash Flow From Operations | (14.9 M) | 971.22 M |
| Short Ratio | 7.30 X | 4.00 X |
| Earnings Per Share | (2.82) X | 3.12 X |
| Price To Earnings To Growth | 2.71 X | 4.89 X |
| Target Price | 24.6 | |
| Number Of Employees | 1.58 K | 18.84 K |
| Beta | 1.91 | -0.15 |
| Market Capitalization | 1.87 B | 19.03 B |
| Total Asset | 2.75 B | 29.47 B |
| Retained Earnings | (421.9 M) | 9.33 B |
| Working Capital | (318 M) | 1.48 B |
| Current Asset | 609 M | 9.34 B |
Note: Disposition of 11111 shares by Gregory Morical of Calumet Specialty at 15.04 subject to Rule 16b-3 [view details]
Calumet Specialty Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Calumet . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
About Calumet Specialty Buy or Sell Advice
When is the right time to buy or sell Calumet Specialty Products? Buying financial instruments such as Calumet Stock isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.
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Additional Tools for Calumet Stock Analysis
When running Calumet Specialty's price analysis, check to measure Calumet Specialty's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Calumet Specialty is operating at the current time. Most of Calumet Specialty's value examination focuses on studying past and present price action to predict the probability of Calumet Specialty's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Calumet Specialty's price. Additionally, you may evaluate how the addition of Calumet Specialty to your portfolios can decrease your overall portfolio volatility.