Carlsberg (Denmark) Performance
| CARL-B Stock | DKK 737.80 15.00 2.08% |
The firm shows a Beta (market volatility) of 0.21, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Carlsberg's returns are expected to increase less than the market. However, during the bear market, the loss of holding Carlsberg is expected to be smaller as well. At this point, Carlsberg AS has a negative expected return of -0.043%. Please make sure to confirm Carlsberg's treynor ratio, value at risk, skewness, as well as the relationship between the maximum drawdown and potential upside , to decide if Carlsberg AS performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
0 of 100
Weak | Strong |
Very Weak
Over the last 90 days Carlsberg AS has generated negative risk-adjusted returns adding no value to investors with long positions. Despite somewhat strong basic indicators, Carlsberg is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors. ...more
| Begin Period Cash Flow | 8.3 B |
Carlsberg |
Carlsberg Relative Risk vs. Return Landscape
If you would invest 76,540 in Carlsberg AS on August 25, 2024 and sell it today you would lose (2,760) from holding Carlsberg AS or give up 3.61% of portfolio value over 90 days. Carlsberg AS is generating negative expected returns and assumes 1.6016% volatility on return distribution over the 90 days horizon. Simply put, 14% of stocks are less volatile than Carlsberg, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Carlsberg Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Carlsberg's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Carlsberg AS, and traders can use it to determine the average amount a Carlsberg's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.0268
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | CARL-B |
Estimated Market Risk
| 1.6 actual daily | 14 86% of assets are more volatile |
Expected Return
| -0.04 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.03 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Carlsberg is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Carlsberg by adding Carlsberg to a well-diversified portfolio.
Carlsberg Fundamentals Growth
Carlsberg Stock prices reflect investors' perceptions of the future prospects and financial health of Carlsberg, and Carlsberg fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Carlsberg Stock performance.
| Return On Equity | 0.2 | |||
| Return On Asset | 0.0538 | |||
| Profit Margin | (0.02) % | |||
| Operating Margin | 0.15 % | |||
| Current Valuation | 154.93 B | |||
| Shares Outstanding | 103.12 M | |||
| Price To Earning | 26.14 X | |||
| Price To Book | 3.83 X | |||
| Price To Sales | 1.78 X | |||
| Revenue | 70.27 B | |||
| EBITDA | 14.85 B | |||
| Cash And Equivalents | 5.59 B | |||
| Cash Per Share | 36.66 X | |||
| Total Debt | 21.66 B | |||
| Debt To Equity | 50.00 % | |||
| Book Value Per Share | 232.28 X | |||
| Cash Flow From Operations | 12.95 B | |||
| Earnings Per Share | 50.01 X | |||
| Total Asset | 115.34 B | |||
| Retained Earnings | 75.89 B | |||
| Current Asset | 17.08 B | |||
| Current Liabilities | 29.76 B | |||
About Carlsberg Performance
By analyzing Carlsberg's fundamental ratios, stakeholders can gain valuable insights into Carlsberg's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Carlsberg has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Carlsberg has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
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.Things to note about Carlsberg AS performance evaluation
Checking the ongoing alerts about Carlsberg for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Carlsberg AS help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Carlsberg AS generated a negative expected return over the last 90 days | |
| Carlsberg AS has accumulated 21.66 B in total debt with debt to equity ratio (D/E) of 50.0, indicating the company may have difficulties to generate enough cash to satisfy its financial obligations. Carlsberg AS has a current ratio of 0.51, indicating that it has a negative working capital and may not be able to pay financial obligations in time and when they become due. Debt can assist Carlsberg until it has trouble settling it off, either with new capital or with free cash flow. So, Carlsberg's shareholders could walk away with nothing if the company can't fulfill its legal obligations to repay debt. However, a more frequent occurrence is when companies like Carlsberg AS sell additional shares at bargain prices, diluting existing shareholders. Debt, in this case, can be an excellent and much better tool for Carlsberg to invest in growth at high rates of return. When we think about Carlsberg's use of debt, we should always consider it together with cash and equity. | |
| The entity reported the revenue of 70.27 B. Net Loss for the year was (1.06 B) with profit before overhead, payroll, taxes, and interest of 32.07 B. |
- Analyzing Carlsberg's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Carlsberg's stock is overvalued or undervalued compared to its peers.
- Examining Carlsberg's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Carlsberg's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Carlsberg's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Carlsberg's stock. These opinions can provide insight into Carlsberg's potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for Carlsberg Stock analysis
When running Carlsberg's price analysis, check to measure Carlsberg'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 Carlsberg is operating at the current time. Most of Carlsberg's value examination focuses on studying past and present price action to predict the probability of Carlsberg's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Carlsberg's price. Additionally, you may evaluate how the addition of Carlsberg to your portfolios can decrease your overall portfolio volatility.
| Content Syndication Quickly integrate customizable finance content to your own investment portal | |
| Idea Analyzer Analyze all characteristics, volatility and risk-adjusted return of Macroaxis ideas | |
| Portfolio Dashboard Portfolio dashboard that provides centralized access to all your investments | |
| Stock Screener Find equities using a custom stock filter or screen asymmetry in trading patterns, price, volume, or investment outlook. | |
| Sign In To Macroaxis Sign in to explore Macroaxis' wealth optimization platform and fintech modules | |
| Bollinger Bands Use Bollinger Bands indicator to analyze target price for a given investing horizon | |
| Portfolio Suggestion Get suggestions outside of your existing asset allocation including your own model portfolios | |
| Portfolio Anywhere Track or share privately all of your investments from the convenience of any device | |
| USA ETFs Find actively traded Exchange Traded Funds (ETF) in USA |