Charles Colvard Stock Performance
| CTHR Stock | USD 1.52 0.02 1.30% |
On a scale of 0 to 100, Charles Colvard holds a performance score of 7. The firm shows a Beta (market volatility) of 1.27, 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, Charles Colvard will likely underperform. Please check Charles Colvard's coefficient of variation, semi variance, period momentum indicator, as well as the relationship between the treynor ratio and daily balance of power , to make a quick decision on whether Charles Colvard's price patterns will revert.
Risk-Adjusted Performance
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Compared to the overall equity markets, risk-adjusted returns on investments in Charles Colvard are ranked lower than 7 (%) of all global equities and portfolios over the last 90 days. Even with relatively abnormal technical indicators, Charles Colvard reported solid returns over the last few months and may actually be approaching a breakup point. ...more
| Begin Period Cash Flow | 21.2 M | |
| Total Cashflows From Investing Activities | -1.3 M |
Charles |
Charles Colvard Relative Risk vs. Return Landscape
If you would invest 121.00 in Charles Colvard on November 2, 2024 and sell it today you would earn a total of 31.00 from holding Charles Colvard or generate 25.62% return on investment over 90 days. Charles Colvard is currently generating 0.5666% in daily expected returns and assumes 6.3109% risk (volatility on return distribution) over the 90 days horizon. In different words, 56% of stocks are less volatile than Charles, and 89% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
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Charles Colvard Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Charles Colvard's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Charles Colvard, and traders can use it to determine the average amount a Charles Colvard'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 = 0.0898
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Estimated Market Risk
| 6.31 actual daily | 56 56% of assets are less volatile |
Expected Return
| 0.57 actual daily | 11 89% of assets have higher returns |
Risk-Adjusted Return
| 0.09 actual daily | 7 93% of assets perform better |
Based on monthly moving average Charles Colvard 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 Charles Colvard by adding it to a well-diversified portfolio.
Charles Colvard Fundamentals Growth
Charles Stock prices reflect investors' perceptions of the future prospects and financial health of Charles Colvard, and Charles Colvard 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 Charles Stock performance.
| Return On Equity | -0.46 | ||||
| Return On Asset | -0.16 | ||||
| Profit Margin | (0.77) % | ||||
| Operating Margin | (0.70) % | ||||
| Current Valuation | 4.26 M | ||||
| Shares Outstanding | 3.08 M | ||||
| Price To Earning | 12.66 X | ||||
| Price To Book | 0.17 X | ||||
| Price To Sales | 0.20 X | ||||
| Revenue | 29.95 M | ||||
| EBITDA | (13.03 M) | ||||
| Cash And Equivalents | 15.67 M | ||||
| Cash Per Share | 0.51 X | ||||
| Total Debt | 2.93 M | ||||
| Debt To Equity | 0.06 % | ||||
| Book Value Per Share | 10.19 X | ||||
| Cash Flow From Operations | (3.88 M) | ||||
| Earnings Per Share | (6.00) X | ||||
| Total Asset | 48.88 M | ||||
| Retained Earnings | (43.18 M) | ||||
| Current Asset | 20.65 M | ||||
| Current Liabilities | 4.62 M | ||||
About Charles Colvard Performance
Assessing Charles Colvard's fundamental ratios provides investors with valuable insights into Charles Colvard's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the Charles Colvard 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.
Charles Colvard, Ltd. operates as a fine jewelry company in the United States and internationally. The company was incorporated in 1995 and is headquartered in Morrisville, North Carolina. Charles Colvard operates under Luxury Goods classification in the United States and is traded on NASDAQ Exchange. It employs 59 people.Things to note about Charles Colvard performance evaluation
Checking the ongoing alerts about Charles Colvard for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Charles Colvard help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Charles Colvard is way too risky over 90 days horizon | |
| Charles Colvard may become a speculative penny stock | |
| Charles Colvard appears to be risky and price may revert if volatility continues | |
| 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 6.87 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. | |
| Roughly 36.0% of the company shares are held by company insiders |
- Analyzing Charles Colvard'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 Charles Colvard's stock is overvalued or undervalued compared to its peers.
- Examining Charles Colvard'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 Charles Colvard's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Charles Colvard's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Charles Colvard's stock. These opinions can provide insight into Charles Colvard's potential for growth and whether the stock is currently undervalued or overvalued.
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.