Carrier Global Corp Stock Performance
| CARR Stock | USD 78.87 1.87 2.43% |
Carrier Global has a performance score of 7 on a scale of 0 to 100. The firm shows a Beta (market volatility) of 1.23, which signifies a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Carrier Global will likely underperform. Carrier Global Corp right now shows a risk of 1.79%. Please confirm Carrier Global Corp expected short fall, and the relationship between the maximum drawdown and rate of daily change , to decide if Carrier Global Corp will be following its price patterns.
Risk-Adjusted Performance
7 of 100
Weak | Strong |
Modest
Compared to the overall equity markets, risk-adjusted returns on investments in Carrier Global Corp are ranked lower than 7 (%) of all global equities and portfolios over the last 90 days. Even with relatively inconsistent basic indicators, Carrier Global may actually be approaching a critical reversion point that can send shares even higher in December 2024. ...more
Actual Historical Performance (%)
One Day Return 1.82 | Five Day Return 5.16 | Year To Date Return 38.88 | Ten Year Return 553.33 | All Time Return 553.33 |
Forward Dividend Yield 0.0099 | Payout Ratio 0.2724 | Forward Dividend Rate 0.76 | Dividend Date 2024-11-18 | Ex Dividend Date 2024-10-25 |
1 | Carrier Global Q3 2024 Earnings Preview | 10/23/2024 |
2 | Carrier Global Price Target Cut to 89.00 | 10/25/2024 |
3 | Booking Holdings to Report Q3 Earnings Whats in the Cards | 10/28/2024 |
4 | Disposition of 14211 shares by Jurgen Timperman of Carrier Global at 59.4 subject to Rule 16b-3 | 11/01/2024 |
5 | QRG Capital Management Inc. Increases Stock Position in Carrier Global Co. | 11/06/2024 |
6 | The Cooling Conundrum AI and Automation Push Data Centers Toward 3X Energy Growth by 2030 | 11/07/2024 |
7 | Carrier Global Corporation Completes 750 Million Notes O | 11/08/2024 |
8 | Capital World Investors Bolsters Position in Carrier Global Corp | 11/13/2024 |
9 | Carrier Honored with World Environment Centers 2024 Gold Medal Award for Corporate Sustainability | 11/14/2024 |
| Carrier Global dividend paid on 18th of November 2024 | 11/18/2024 |
11 | West Family Investments Inc. Acquires Shares of 3,544 Carrier Global Co. | 11/20/2024 |
12 | Prospera Private Wealth LLC Buys Shares of 5,457 Carrier Global Co. | 11/21/2024 |
| Begin Period Cash Flow | 3.5 B |
Carrier |
Carrier Global Relative Risk vs. Return Landscape
If you would invest 7,157 in Carrier Global Corp on August 27, 2024 and sell it today you would earn a total of 730.00 from holding Carrier Global Corp or generate 10.2% return on investment over 90 days. Carrier Global Corp is currently generating 0.1679% in daily expected returns and assumes 1.7859% risk (volatility on return distribution) over the 90 days horizon. In different words, 15% of stocks are less volatile than Carrier, and 97% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
| Risk |
Carrier Global Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Carrier Global's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Carrier Global Corp, and traders can use it to determine the average amount a Carrier Global'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 = 0.094
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 1.79 actual daily | 15 85% of assets are more volatile |
Expected Return
| 0.17 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
| 0.09 actual daily | 7 93% of assets perform better |
Based on monthly moving average Carrier Global is performing at about 7% of its full potential. 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 Carrier Global by adding it to a well-diversified portfolio.
Carrier Global Fundamentals Growth
Carrier Stock prices reflect investors' perceptions of the future prospects and financial health of Carrier Global, and Carrier Global 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 Carrier Stock performance.
| Return On Equity | 0.14 | ||||
| Return On Asset | 0.0418 | ||||
| Profit Margin | 0.14 % | ||||
| Operating Margin | 0.13 % | ||||
| Current Valuation | 79.74 B | ||||
| Shares Outstanding | 897.23 M | ||||
| Price To Earning | 10.68 X | ||||
| Price To Book | 4.70 X | ||||
| Price To Sales | 2.79 X | ||||
| Revenue | 22.1 B | ||||
| Gross Profit | 5.47 B | ||||
| EBITDA | 2.3 B | ||||
| Net Income | 1.44 B | ||||
| Cash And Equivalents | 2.98 B | ||||
| Cash Per Share | 3.57 X | ||||
| Total Debt | 14.68 B | ||||
| Debt To Equity | 1.26 % | ||||
| Current Ratio | 1.62 X | ||||
| Book Value Per Share | 16.37 X | ||||
| Cash Flow From Operations | 2.61 B | ||||
| Earnings Per Share | 1.70 X | ||||
| Market Capitalization | 69.09 B | ||||
| Total Asset | 32.82 B | ||||
| Retained Earnings | 6.59 B | ||||
| Working Capital | 11.89 B | ||||
| Current Asset | 5.68 B | ||||
| Current Liabilities | 4.94 B | ||||
About Carrier Global Performance
Assessing Carrier Global's fundamental ratios provides investors with valuable insights into Carrier Global's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the Carrier Global is effectively leveraging its assets and equity to generate significant profits, making it an appealing investment. Conversely, low Return on Assets could signal underlying management issues in assets and equity, indicating a necessity for operational refinements. Please also refer to our technical analysis and fundamental analysis pages.
| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | 51.49 | 37.89 | |
| Return On Tangible Assets | 0.06 | 0.05 | |
| Return On Capital Employed | 0.09 | 0.15 | |
| Return On Assets | 0.04 | 0.04 | |
| Return On Equity | 0.16 | 0.18 |
Things to note about Carrier Global Corp performance evaluation
Checking the ongoing alerts about Carrier Global for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Carrier Global Corp help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Carrier Global Corp has a strong financial position based on the latest SEC filings | |
| Over 85.0% of the company shares are held by institutions such as insurance companies | |
| On 18th of November 2024 Carrier Global paid $ 0.19 per share dividend to its current shareholders | |
| Latest headline from thelincolnianonline.com: Prospera Private Wealth LLC Buys Shares of 5,457 Carrier Global Co. |
- Analyzing Carrier Global'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 Carrier Global's stock is overvalued or undervalued compared to its peers.
- Examining Carrier Global'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 Carrier Global's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Carrier Global's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Carrier Global's stock. These opinions can provide insight into Carrier Global's potential for growth and whether the stock is currently undervalued or overvalued.
Additional Tools for Carrier Stock Analysis
When running Carrier Global's price analysis, check to measure Carrier Global'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 Carrier Global is operating at the current time. Most of Carrier Global's value examination focuses on studying past and present price action to predict the probability of Carrier Global's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Carrier Global's price. Additionally, you may evaluate how the addition of Carrier Global to your portfolios can decrease your overall portfolio volatility.