Carrier Global (Germany) Buy Hold or Sell Recommendation
| 4PN Stock | EUR 64.05 0.22 0.34% |
Assuming the 90 days horizon and your above-average risk tolerance, our recommendation regarding Carrier Global is 'Hold'. Macroaxis provides Carrier Global buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding 4PN positions.
Check out Carrier Global 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. Note, we conduct extensive research on individual companies such as Carrier and provide practical buy, sell, or hold advice based on investors' constraints. Carrier Global. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in board of governors.
Carrier |
Execute Carrier Global Buy or Sell Advice
The Carrier recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Carrier Global. Macroaxis does not own or have any residual interests in Carrier Global or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Carrier Global's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Hold
Market Performance | Very Weak | Details | |
Volatility | Very steady | Details | |
Hype Condition | Stale | Details | |
Current Valuation | Undervalued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Follows the market closely | Details | |
Analyst Consensus | Not Available | Details | |
Reporting Quality (M-Score) | Inapplicable | Details |
Carrier Global Trading Alerts and Improvement Suggestions
| Carrier Global generated a negative expected return over the last 90 days | |
| Over 88.0% of the company shares are owned by institutions such as pension funds |
Carrier Global Returns Distribution Density
The distribution of Carrier Global's historical returns is an attempt to chart the uncertainty of Carrier Global's future price movements. The chart of the probability distribution of Carrier Global daily returns describes the distribution of returns around its average expected value. We use Carrier Global price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Carrier Global returns is essential to provide solid investment advice for Carrier Global.
| Mean Return | -0.16 | Value At Risk | -2.59 | Potential Upside | 2.55 | Standard Deviation | 2.00 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Carrier Global 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.
Carrier Global 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 Carrier Global or Industrials 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 Carrier Global'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 Carrier 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 | -0.18 | |
β | Beta against Dow Jones | 0.65 | |
σ | Overall volatility | 2.02 | |
Ir | Information ratio | -0.09 |
Carrier Global Volatility Alert
Carrier Global exhibits very low volatility with skewness of -1.16 and kurtosis of 6.41. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Carrier Global'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 Carrier Global'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.Carrier Global Fundamentals Vs Peers
Comparing Carrier Global'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 Carrier Global's direct or indirect competition across all of the common fundamentals between Carrier Global and the related equities. This way, we can detect undervalued stocks with similar characteristics as Carrier Global or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of Carrier Global's fundamental indicators could also be used in its relative valuation, which is a method of valuing Carrier Global by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Carrier Global to competition |
| Fundamentals | Carrier Global | Peer Average |
| Return On Equity | 0.47 | -0.31 |
| Return On Asset | 0.0597 | -0.14 |
| Profit Margin | 0.17 % | (1.27) % |
| Operating Margin | 0.12 % | (5.51) % |
| Current Valuation | 40.84 B | 16.62 B |
| Shares Outstanding | 834.19 M | 571.82 M |
| Shares Owned By Insiders | 0.10 % | 10.09 % |
| Shares Owned By Institutions | 87.67 % | 39.21 % |
| Price To Earning | 20.58 X | 28.72 X |
| Price To Book | 5.09 X | 9.51 X |
| Price To Sales | 1.64 X | 11.42 X |
| Revenue | 20.42 B | 9.43 B |
| Gross Profit | 5.47 B | 27.38 B |
| EBITDA | 4.97 B | 3.9 B |
| Net Income | 3.53 B | 570.98 M |
| Cash And Equivalents | 2.63 B | 2.7 B |
| Cash Per Share | 3.03 X | 5.01 X |
| Total Debt | 8.7 B | 5.32 B |
| Debt To Equity | 1.46 % | 48.70 % |
| Current Ratio | 1.56 X | 2.16 X |
| Book Value Per Share | 9.30 X | 1.93 K |
| Cash Flow From Operations | 1.74 B | 971.22 M |
| Earnings Per Share | 3.87 X | 3.12 X |
| Price To Earnings To Growth | 1.67 X | 4.89 X |
| Target Price | 60.59 | |
| Number Of Employees | 52 K | 18.84 K |
| Beta | 1.17 | -0.15 |
| Market Capitalization | 36.11 B | 19.03 B |
| Total Asset | 26.09 B | 29.47 B |
| Z Score | 2.4 | 8.72 |
| Annual Yield | 0.02 % | |
| Net Asset | 26.09 B | |
| Last Dividend Paid | 0.64 |
Carrier Global Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Carrier . 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.
About Carrier Global Buy or Sell Advice
When is the right time to buy or sell Carrier Global? Buying financial instruments such as Carrier 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.
Use Investing Ideas to Build Portfolios
In addition to having Carrier Global in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
Run Construction Thematic Idea Now
Construction
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Construction theme has 61 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Construction Theme or any other thematic opportunities.
| View All Next | Launch |
Other Information on Investing in Carrier Stock
Carrier Global financial ratios help investors to determine whether Carrier Stock is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Carrier with respect to the benefits of owning Carrier Global security.