Charles Colvard Stock Buy Hold or Sell Recommendation
| CTHR Stock | USD 1.33 0.02 1.53% |
Given the investment horizon of 90 days and your above-average risk tolerance, our recommendation regarding Charles Colvard is 'Cautious Hold'. A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Charles Colvard given historical horizon and risk tolerance towards Charles Colvard. When Macroaxis issues a 'buy' or 'sell' recommendation for Charles Colvard, the advice is generated through an automated system that utilizes algorithms and statistical models.
Check out Charles Colvard 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. To learn how to invest in Charles Stock, please use our How to Invest in Charles Colvard guide. Note, we conduct extensive research on individual companies such as Charles and provide practical buy, sell, or hold advice based on investors' constraints. Charles Colvard. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in rate.
Charles |
Execute Charles Colvard Buy or Sell Advice
The Charles recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Charles Colvard. Macroaxis does not own or have any residual interests in Charles Colvard or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Charles Colvard's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Cautious Hold
Market Performance | Very Weak | Details | |
Volatility | Dangerous | Details | |
Hype Condition | Over hyped | Details | |
Current Valuation | Overvalued | Details | |
Odds Of Distress | Average | Details | |
Economic Sensitivity | Follows the market closely | Details | |
Investor Sentiment | Interested | Details | |
Analyst Consensus | Strong Sell | Details | |
Financial Strenth (F Score) | Frail | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
Charles Colvard Trading Alerts and Improvement Suggestions
| Charles Colvard generated a negative expected return over the last 90 days | |
| Charles Colvard may become a speculative penny stock | |
| Charles Colvard has high historical volatility and very poor performance | |
| Charles Colvard has high likelihood to experience some financial distress in the next 2 years | |
| The company reported the previous year's revenue of 29.95 M. Net Loss for the year was (19.58 M) with profit before overhead, payroll, taxes, and interest of 10.74 M. | |
| Charles Colvard currently holds about 15.67 M in cash with (3.88 M) of positive cash flow from operations. This results in cash-per-share (CPS) ratio of 0.51. | |
| Charles Colvard has a frail financial position based on the latest SEC disclosures | |
| Roughly 36.0% of the company shares are held by company insiders | |
| Latest headline from investing.com: Charles Colvard reports delayed quarterly results |
Charles Colvard Returns Distribution Density
The distribution of Charles Colvard's historical returns is an attempt to chart the uncertainty of Charles Colvard's future price movements. The chart of the probability distribution of Charles Colvard daily returns describes the distribution of returns around its average expected value. We use Charles Colvard price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Charles Colvard returns is essential to provide solid investment advice for Charles Colvard.
| Mean Return | -0.19 | Value At Risk | -6.77 | Potential Upside | 7.85 | Standard Deviation | 4.18 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Charles Colvard 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.
Charles Stock Institutional Investors
The Charles Colvard's institutional investors refer to entities that pool money to purchase Charles Colvard'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 | Wells Fargo & Co | 2024-06-30 | 50.0 | Bank Of America Corp | 2024-06-30 | 33.0 | Advisor Group Holdings, Inc. | 2024-06-30 | 27.0 | Royal Bank Of Canada | 2024-06-30 | 17.0 | State Street Corp | 2024-06-30 | 0.0 | Jane Street Group Llc | 2024-06-30 | 0.0 | Northern Trust Corp | 2024-06-30 | 0.0 | Citadel Advisors Llc | 2024-06-30 | 0.0 | Millennium Management Llc | 2024-06-30 | 0.0 | Renaissance Technologies Corp | 2024-09-30 | 117.3 K | Vanguard Group Inc | 2024-09-30 | 61.9 K |
Charles Colvard Cash Flow Accounts
| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 (projected) | ||
| Change In Cash | 1.6M | 6.8M | (267.6K) | (5.6M) | (5.0M) | (4.8M) | |
| Free Cash Flow | (286.8K) | 6.0M | (988.1K) | (5.2M) | (5.9M) | (5.6M) | |
| Other Non Cash Items | 5.8M | (860.5K) | 120.7K | 6.1M | 7.0M | 7.3M | |
| Capital Expenditures | 536.0K | 483.5K | 1.6M | 1.3M | 1.2M | 1.2M | |
| Net Income | (6.2M) | 12.8M | 2.4M | (19.6M) | (17.6M) | (16.7M) | |
| End Period Cash Flow | 14.6M | 21.4M | 21.2M | 15.6M | 14.0M | 9.9M | |
| Change To Inventory | (2.8M) | 1.3M | (4.5M) | 755.2K | 868.5K | 911.9K | |
| Depreciation | 490.2K | 567.1K | 479.3K | 653.2K | 751.1K | 469.0K | |
| Change To Netincome | 6.3M | (6.9M) | 1.4M | 12.2M | 14.0M | 14.7M | |
| Investments | (536.0K) | (733.5K) | (1.6M) | (1.3M) | (1.2M) | (1.1M) | |
| Change Receivables | (732.8K) | (328.1K) | 1.3M | (955.2K) | (1.1M) | (1.0M) |
Charles Colvard 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 Charles Colvard or Textiles, Apparel & Luxury Goods 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 Charles Colvard'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 Charles 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 | -0.28 | |
β | Beta against Dow Jones | 0.87 | |
σ | Overall volatility | 4.26 | |
Ir | Information ratio | -0.07 |
Charles Colvard Volatility Alert
Charles Colvard exhibits very low volatility with skewness of -0.1 and kurtosis of 1.33. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Charles Colvard'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 Charles Colvard'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.Charles Colvard Fundamentals Vs Peers
Comparing Charles Colvard'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 Charles Colvard's direct or indirect competition across all of the common fundamentals between Charles Colvard and the related equities. This way, we can detect undervalued stocks with similar characteristics as Charles Colvard or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of Charles Colvard's fundamental indicators could also be used in its relative valuation, which is a method of valuing Charles Colvard by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Charles Colvard to competition |
| Fundamentals | Charles Colvard | Peer Average |
| Return On Equity | -0.46 | -0.31 |
| Return On Asset | -0.16 | -0.14 |
| Profit Margin | (0.77) % | (1.27) % |
| Operating Margin | (0.70) % | (5.51) % |
| Current Valuation | 3.17 M | 16.62 B |
| Shares Outstanding | 3.08 M | 571.82 M |
| Shares Owned By Insiders | 36.19 % | 10.09 % |
| Shares Owned By Institutions | 7.25 % | 39.21 % |
| Number Of Shares Shorted | 49.43 K | 4.71 M |
| Price To Earning | 12.66 X | 28.72 X |
| Price To Book | 0.13 X | 9.51 X |
| Price To Sales | 0.17 X | 11.42 X |
| Revenue | 29.95 M | 9.43 B |
| Gross Profit | 10.74 M | 27.38 B |
| EBITDA | (13.03 M) | 3.9 B |
| Net Income | (19.58 M) | 570.98 M |
| Cash And Equivalents | 15.67 M | 2.7 B |
| Cash Per Share | 0.51 X | 5.01 X |
| Total Debt | 2.93 M | 5.32 B |
| Debt To Equity | 0.06 % | 48.70 % |
| Current Ratio | 5.27 X | 2.16 X |
| Book Value Per Share | 10.19 X | 1.93 K |
| Cash Flow From Operations | (3.88 M) | 971.22 M |
| Short Ratio | 3.68 X | 4.00 X |
| Earnings Per Share | (6.00) X | 3.12 X |
| Target Price | 1.1 | |
| Number Of Employees | 48 | 18.84 K |
| Beta | 1.47 | -0.15 |
| Market Capitalization | 4.1 M | 19.03 B |
| Total Asset | 48.88 M | 29.47 B |
| Retained Earnings | (43.18 M) | 9.33 B |
| Working Capital | 17.51 M | 1.48 B |
| Current Asset | 20.65 M | 9.34 B |
Note: Acquisition by Sykes Ollin B of 36898 shares of Charles Colvard at 0.3976 subject to Rule 16b-3 [view details]
Charles Colvard Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Charles . 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.
| Accumulation Distribution | 0.0438 | |||
| Daily Balance Of Power | 0.3333 | |||
| Rate Of Daily Change | 1.02 | |||
| Day Median Price | 1.34 | |||
| Day Typical Price | 1.34 | |||
| Market Facilitation Index | 0.06 | |||
| Period Momentum Indicator | 0.02 |
About Charles Colvard Buy or Sell Advice
When is the right time to buy or sell Charles Colvard? Buying financial instruments such as Charles 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 Charles Stock Analysis
When running Charles Colvard's price analysis, check to measure Charles Colvard'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 Charles Colvard is operating at the current time. Most of Charles Colvard's value examination focuses on studying past and present price action to predict the probability of Charles Colvard's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Charles Colvard's price. Additionally, you may evaluate how the addition of Charles Colvard to your portfolios can decrease your overall portfolio volatility.