Carlsberg (Germany) Performance
| CBGA Stock | EUR 136.00 1.50 1.09% |
On a scale of 0 to 100, Carlsberg holds a performance score of 13. The firm shows a Beta (market volatility) of 0.0838, 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. Please check Carlsberg's jensen alpha, sortino ratio, maximum drawdown, as well as the relationship between the total risk alpha and treynor ratio , to make a quick decision on whether Carlsberg's price patterns will revert.
Risk-Adjusted Performance
Good
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Carlsberg AS are ranked lower than 13 (%) of all global equities and portfolios over the last 90 days. Despite nearly fragile technical and fundamental indicators, Carlsberg reported solid returns over the last few months and may actually be approaching a breakup point. ...more
Forward Dividend Yield 0.0286 | Payout Ratio 0.6013 | Forward Dividend Rate 3.88 | Ex Dividend Date 2026-03-17 |
1 | Morgan Stanley Reaffirms Their Buy Rating on Carlsberg AS - The Globe and Mail | 01/15/2026 |
Carlsberg |
Carlsberg Relative Risk vs. Return Landscape
If you would invest 11,900 in Carlsberg AS on November 26, 2025 and sell it today you would earn a total of 1,700 from holding Carlsberg AS or generate 14.29% return on investment over 90 days. Carlsberg AS is generating 0.2362% of daily returns assuming 1.3955% volatility of returns over the 90 days investment horizon. Simply put, 12% of all stocks have less volatile historical return distribution than Carlsberg, and 96% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Carlsberg Target Price Odds to finish over Current Price
The tendency of Carlsberg Stock price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 136.00 | 90 days | 136.00 | about 19.6 |
Based on a normal probability distribution, the odds of Carlsberg to move above the current price in 90 days from now is about 19.6 (This Carlsberg AS probability density function shows the probability of Carlsberg Stock to fall within a particular range of prices over 90 days) .
Carlsberg Price Density |
| Price |
Predictive Modules for Carlsberg
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Carlsberg AS. Regardless of method or technology, however, to accurately forecast the stock market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the stock market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Carlsberg Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Carlsberg is not an exception. The market had few large corrections towards the Carlsberg's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Carlsberg AS, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Carlsberg within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.12 | |
β | Beta against Dow Jones | 0.08 | |
σ | Overall volatility | 8.20 | |
Ir | Information ratio | 0.04 |
Carlsberg Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Carlsberg for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Carlsberg AS can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| Carlsberg AS has accumulated 8.56 B in total debt with debt to equity ratio (D/E) of 56.3, indicating the company may have difficulties to generate enough cash to satisfy its financial obligations. Carlsberg AS has a current ratio of 0.53, 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. | |
| About 98.0% of Carlsberg shares are held by company insiders |
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 | 0.23 | ||||
| Return On Asset | 0.0586 | ||||
| Profit Margin | 0.07 % | ||||
| Operating Margin | 0.13 % | ||||
| Current Valuation | 22.72 B | ||||
| Shares Outstanding | 33.7 M | ||||
| Price To Earning | 90.50 X | ||||
| Price To Book | 4.79 X | ||||
| Price To Sales | 0.20 X | ||||
| Revenue | 89.09 B | ||||
| Gross Profit | 40.24 B | ||||
| EBITDA | 17.47 B | ||||
| Net Income | 5.96 B | ||||
| Cash And Equivalents | 894.52 M | ||||
| Cash Per Share | 5.87 X | ||||
| Total Debt | 8.56 B | ||||
| Debt To Equity | 56.30 % | ||||
| Book Value Per Share | 28.12 X | ||||
| Cash Flow From Operations | 12.43 B | ||||
| Earnings Per Share | 6.01 X | ||||
| Total Asset | 153.96 B | ||||
| Retained Earnings | 28.34 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 Germany and is traded on Frankfurt 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 has accumulated 8.56 B in total debt with debt to equity ratio (D/E) of 56.3, indicating the company may have difficulties to generate enough cash to satisfy its financial obligations. Carlsberg AS has a current ratio of 0.53, 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. | |
| About 98.0% of Carlsberg shares are held by company insiders |
- 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.
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