Calumet Specialty Products Stock Performance
| CLMT Stock | USD 21.38 0.45 2.06% |
On a scale of 0 to 100, Calumet Specialty holds a performance score of 7. The firm shows a Beta (market volatility) of 0.17, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Calumet Specialty's returns are expected to increase less than the market. However, during the bear market, the loss of holding Calumet Specialty is expected to be smaller as well. Please check Calumet Specialty's downside variance, and the relationship between the sortino ratio and accumulation distribution , to make a quick decision on whether Calumet Specialty's price patterns will revert.
Risk-Adjusted Performance
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Compared to the overall equity markets, risk-adjusted returns on investments in Calumet Specialty Products are ranked lower than 7 (%) of all global equities and portfolios over the last 90 days. In spite of comparatively abnormal primary indicators, Calumet Specialty unveiled solid returns over the last few months and may actually be approaching a breakup point. ...more
Actual Historical Performance (%)
One Day Return (2.06) | Five Day Return (1.34) | Year To Date Return 21.82 | Ten Year Return (0.74) | All Time Return (1.70) |
Last Split Factor 1:1 | Dividend Date 2016-02-12 | Ex Dividend Date 2016-01-29 | Last Split Date 2024-07-11 |
1 | Calumet Inc Shares Up 8.38 percent on Oct 3 | 10/03/2024 |
2 | Calculating The Fair Value Of Calumet, Inc. | 10/23/2024 |
3 | Disposition of 11111 shares by Gregory Morical of Calumet Specialty at 15.04 subject to Rule 16b-3 | 10/28/2024 |
4 | Calumet to Participate in December 2024 Investor Conferences | 11/19/2024 |
5 | Disposition of 900 shares by Louis Borgmann of Calumet Specialty at 20.0 subject to Rule 16b-3 | 11/21/2024 |
6 | Calumet Announces Expiration and Final Results for its Exchange Offer for any and all of the Outstanding 11.00 percent Senior Notes due 2025 | 11/22/2024 |
7 | Naphthenic Base Oil Strategic Business Report 2024, with Coverage of Major Players including Apar Industries, Calumet Specialty Products Partners, Chevron, Ergo... | 11/25/2024 |
8 | Disposition of 15037 shares by Stephen Mawer of Calumet Specialty at 17.87 subject to Rule 16b-3 | 11/27/2024 |
9 | Calumet Stock Plunges Amid Market Volatility | 12/03/2024 |
10 | Disposition of 8921 shares by Straumins Jennifer of Calumet Specialty subject to Rule 16b-3 | 12/04/2024 |
11 | Industrial Lubricant Market 2024 Sustainability and Innovation Driving Growth to USD 41.5 Billion by 2034 Future Market Insights, Inc. | 12/05/2024 |
12 | Calumet Shows Market Leadership With Jump To 91 RS Rating | 12/12/2024 |
| Begin Period Cash Flow | 35.2 M |
Calumet |
Calumet Specialty Relative Risk vs. Return Landscape
If you would invest 1,829 in Calumet Specialty Products on September 17, 2024 and sell it today you would earn a total of 309.00 from holding Calumet Specialty Products or generate 16.89% return on investment over 90 days. Calumet Specialty Products is currently generating 0.2943% in daily expected returns and assumes 3.1948% risk (volatility on return distribution) over the 90 days horizon. In different words, 28% of stocks are less volatile than Calumet, and 95% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
| Risk |
Calumet Specialty Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Calumet Specialty's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Calumet Specialty Products, and traders can use it to determine the average amount a Calumet Specialty'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 = 0.0921
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Estimated Market Risk
| 3.19 actual daily | 28 72% of assets are more volatile |
Expected Return
| 0.29 actual daily | 5 95% of assets have higher returns |
Risk-Adjusted Return
| 0.09 actual daily | 7 93% of assets perform better |
Based on monthly moving average Calumet Specialty 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 Calumet Specialty by adding it to a well-diversified portfolio.
Calumet Specialty Fundamentals Growth
Calumet Stock prices reflect investors' perceptions of the future prospects and financial health of Calumet Specialty, and Calumet Specialty 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 Calumet Stock performance.
| Return On Equity | -11.72 | ||||
| Return On Asset | 0.0167 | ||||
| Profit Margin | (0.05) % | ||||
| Operating Margin | (0.04) % | ||||
| Current Valuation | 3.86 B | ||||
| Shares Outstanding | 85.9 M | ||||
| Price To Earning | 286.67 X | ||||
| Price To Book | 19.32 X | ||||
| Price To Sales | 0.44 X | ||||
| Revenue | 4.18 B | ||||
| Gross Profit | 370.2 M | ||||
| EBITDA | 418.2 M | ||||
| Net Income | 47.1 M | ||||
| Cash And Equivalents | 50.5 M | ||||
| Cash Per Share | 0.64 X | ||||
| Total Debt | 2.19 B | ||||
| Current Ratio | 0.60 X | ||||
| Book Value Per Share | (7.83) X | ||||
| Cash Flow From Operations | (14.9 M) | ||||
| Earnings Per Share | (2.82) X | ||||
| Market Capitalization | 1.84 B | ||||
| Total Asset | 2.75 B | ||||
| Retained Earnings | (421.9 M) | ||||
| Working Capital | (318 M) | ||||
| Current Asset | 609 M | ||||
| Current Liabilities | 626.6 M | ||||
About Calumet Specialty Performance
Assessing Calumet Specialty's fundamental ratios provides investors with valuable insights into Calumet Specialty's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the Calumet Specialty 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 | 43.01 | 30.91 | |
| Return On Tangible Assets | 0.02 | 0.02 | |
| Return On Capital Employed | 0.16 | 0.17 | |
| Return On Assets | 0.02 | 0.02 | |
| Return On Equity | (0.10) | (0.09) |
Things to note about Calumet Specialty performance evaluation
Checking the ongoing alerts about Calumet Specialty for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Calumet Specialty help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Calumet Specialty had very high historical volatility over the last 90 days | |
| Calumet Specialty Products currently holds 2.19 B in liabilities. Calumet Specialty has a current ratio of 0.59, indicating that it has a negative working capital and may not be able to pay financial obligations when due. Note, when we think about Calumet Specialty's use of debt, we should always consider it together with its cash and equity. | |
| Calumet Specialty Products currently holds about 50.5 M in cash with (14.9 M) of positive cash flow from operations. This results in cash-per-share (CPS) ratio of 0.64. | |
| Roughly 21.0% of the company shares are held by company insiders | |
| Latest headline from investors.com: Calumet Shows Market Leadership With Jump To 91 RS Rating |
- Analyzing Calumet Specialty'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 Calumet Specialty's stock is overvalued or undervalued compared to its peers.
- Examining Calumet Specialty'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 Calumet Specialty's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Calumet Specialty's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Calumet Specialty's stock. These opinions can provide insight into Calumet Specialty's potential for growth and whether the stock is currently undervalued or overvalued.
Additional Tools for Calumet Stock Analysis
When running Calumet Specialty's price analysis, check to measure Calumet Specialty'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 Calumet Specialty is operating at the current time. Most of Calumet Specialty's value examination focuses on studying past and present price action to predict the probability of Calumet Specialty's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Calumet Specialty's price. Additionally, you may evaluate how the addition of Calumet Specialty to your portfolios can decrease your overall portfolio volatility.