Carrier Global Number Of Shares Shorted vs. Shares Owned By Institutions

CARR Stock  USD 73.17  0.37  0.50%   
Taking into consideration Carrier Global's profitability measurements, Carrier Global Corp is performing exceptionally good at this time. It has a great probability to showcase excellent profitability results in January. Profitability indicators assess Carrier Global's ability to earn profits and add value for shareholders. At this time, Carrier Global's Days Sales Outstanding is relatively stable compared to the past year. As of 12/13/2024, Sales General And Administrative To Revenue is likely to grow to 0.15, while EV To Sales is likely to drop 1.25. At this time, Carrier Global's Net Income From Continuing Ops is relatively stable compared to the past year. As of 12/13/2024, Income Before Tax is likely to grow to about 2.4 B, while Net Interest Income is likely to drop (228.9 M).
Current ValueLast YearChange From Last Year 10 Year Trend
Gross Profit Margin0.320.2888
Significantly Up
Pretty Stable
Net Profit Margin0.0880.061
Way Up
Slightly volatile
Operating Profit Margin0.150.1039
Way Up
Slightly volatile
Pretax Profit Margin0.180.0943
Way Up
Pretty Stable
Return On Assets0.0390.0411
Notably Down
Pretty Stable
Return On Equity0.180.1555
Fairly Up
Slightly volatile
For Carrier Global profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Carrier Global to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Carrier Global Corp utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Carrier Global's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Carrier Global Corp over time as well as its relative position and ranking within its peers.
  

Carrier Global's Revenue Breakdown by Earning Segment

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Is Building Products space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Carrier Global. If investors know Carrier will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Carrier Global listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth
0.167
Dividend Share
0.76
Earnings Share
1.7
Revenue Per Share
28.007
Quarterly Revenue Growth
0.213
The market value of Carrier Global Corp is measured differently than its book value, which is the value of Carrier that is recorded on the company's balance sheet. Investors also form their own opinion of Carrier Global's value that differs from its market value or its book value, called intrinsic value, which is Carrier Global's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Carrier Global's market value can be influenced by many factors that don't directly affect Carrier Global's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Carrier Global's value and its price as these two are different measures arrived at by different means. Investors typically determine if Carrier Global is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Carrier Global's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.

Carrier Global Corp Shares Owned By Institutions vs. Number Of Shares Shorted Fundamental Analysis

Comparative valuation techniques use various fundamental indicators to help in determining Carrier Global's current stock value. Our valuation model uses many indicators to compare Carrier Global value to that of its competitors to determine the firm's financial worth.
Carrier Global Corp is number one stock in number of shares shorted category among its peers. It is rated below average in shares owned by institutions category among its peers . The ratio of Number Of Shares Shorted to Shares Owned By Institutions for Carrier Global Corp is about  130,015 . Comparative valuation analysis is a catch-all technique that is used if you cannot value Carrier Global by discounting back its dividends or cash flows. It compares the stock's price multiples to nearest competition to determine if the stock is relatively undervalued or overvalued.

Carrier Shares Owned By Institutions vs. Number Of Shares Shorted

Number of Shares Shorted is the total amount of shares that are currently sold short by investors. When a stock is sold short, the short seller assumes the responsibility of repurchasing the stock at a lower price. The speculator will make money if the stock goes down in price or will experience a loss if the stock price goes up.

Carrier Global

Shares Shorted

 = 

Shorted by Public

+

by Institutions

 = 
11.11 M
If a large number of investors decide to short sell an equity instrument within a small period of time, their combined action can significantly affect the price of the stock.
Shares Owned by Institutions show the percentage of the outstanding shares of stock issued by a company that is currently owned by other institutions such as asset management firms, hedge funds, or investment banks. Many investors like investing in companies with a large percentage of the firm owned by institutions because they believe that larger firms such as banks, pension funds, and mutual funds, will invest when they think that good things are going to happen.

Carrier Global

Shares Held by Institutions

 = 

Funds and Banks

+

Firms

 = 
85.45 %
Since Institution investors conduct a lot of independent research they tend to be more involved and usually more knowledgeable about entities they invest as compared to amateur investors.

Carrier Shares Owned By Institutions Comparison

Carrier Global is currently under evaluation in shares owned by institutions category among its peers.

Carrier Global Profitability Projections

The most important aspect of a successful company is its ability to generate a profit. For investors in Carrier Global, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Carrier Global will eventually generate negative long term returns. The profitability progress is the general direction of Carrier Global's change in net profit over the period of time. It can combine multiple indicators of Carrier Global, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
Last ReportedProjected for Next Year
Accumulated Other Comprehensive Income-1.5 B-1.6 B
Net Interest Income-218 M-228.9 M
Interest Income109 M61.9 M
Operating Income2.3 B2.1 B
Net Income From Continuing Ops1.3 B2.3 B
Income Before Tax2.1 B2.4 B
Total Other Income Expense Net-212 M-201.4 M
Net Income Applicable To Common Shares4.1 B2.4 B
Net Income1.4 B2.3 B
Income Tax Expense-644 M-611.8 M
Change To Netincome-1.7 B-1.6 B
Net Income Per Share 1.61  1.94 
Income Quality 1.81  1.90 
Net Income Per E B T 0.65  0.54 

Carrier Profitability Driver Comparison

Profitability drivers are factors that can directly affect your investment outlook on Carrier Global. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Carrier Global position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Carrier Global's important profitability drivers and their relationship over time.

Use Carrier Global in pair-trading

One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Carrier Global position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Carrier Global will appreciate offsetting losses from the drop in the long position's value.

Carrier Global Pair Trading

Carrier Global Corp Pair Trading Analysis

The ability to find closely correlated positions to Carrier Global could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Carrier Global when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Carrier Global - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Carrier Global Corp to buy it.
The correlation of Carrier Global is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Carrier Global moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Carrier Global Corp moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Carrier Global can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.
Pair CorrelationCorrelation Matching

Use Investing Themes to Complement your Carrier Global position

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.

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Latest Losers Theme
Dynamically computed list of top equities currently sorted across major exchanges. The Latest Losers theme has 215 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 Latest Losers Theme or any other thematic opportunities.
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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.