Carpenter Technology Buy or Sell Recommendation

Macroaxis provides Carpenter Technology Corporation buy hold or sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding Carpenter Technology positions. The advice algorithm takes into account all of Carpenter Technology Corporation available fundamental, technical, and predictive indicators you will find on this site. The advice is provided from Carpenter Technology buy-and-hold prospective. Check also Carpenter Technology Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with current analyst consensus

Investment Horizon


Risk Tolerance

Execute Advice
Carpenter Technology Corporation -- USA Stock  

USD 50  0.03  0.06%

Considering 30-days investment horizon, and your above average risk tolerance our recommendation regarding Carpenter Technology Corporation is 'Cautious Hold'.
For the selected time horizon Carpenter Technology Corporation has a mean deviation of 1.16, standard deviation of 1.56, variance of 2.42, downside variance of 0.7885, semi variance of (0.36) and expected short fall of (1.63)
Macroaxis buy, hold, or sell recommendation tool can be used to complement Carpenter Technology buy or sell advice provided by experts. It analyzes the organization potential to grow against your specific risk preferences and investment horizon. To make sure Carpenter Technology is not overpriced, please confirm all Carpenter Technology fundamentals including its Book Value Per Share, Working Capital and the relationship between Cash and Equivalents and Number of Employees . Given that Carpenter Technology has Price to Earning of 50.42 times, we suggest you validate Carpenter Technology Corporation market performance and probability of bankruptcy to make sure the company can sustain itself in the current economic cycle given your prevailing risk tolerance and investing horizon.

Returns Distribution Density

Mean Return0.7Value At Risk-0.6788
Potential Upside4.1016Standard Deviation1.5557
 Return Density 

Carpenter Technology Greeks

Alpha over DOW
= 0.94 
βBeta against DOW=(1.95) 
Overall volatility
= 1.53 
 IrInformation ratio = 0.37 

Carpenter Technology Volatility Alert

Carpenter Technology Corporation has low volatility with Treynor Ratio of -0.36, Maximum Drawdown of 6.14 and kurtosis of 0.87. However, we advice all investors to further analyze Carpenter Technology Corporation to make certain all market information is desiminated and is consistent with the current expectations about Carpenter Technology upside potential.
 Better Than Average     
 Worse Than Average Compare Carpenter Technology to competition
FundamentalsCarpenter TechnologyPeer Average
Return On Equity4.08 % (15.17) %
Return On Asset2.22 % (15.64) %
Profit Margin2.61 % (5.5) %
Operating Margin5.61 % (10.91) %
Current Valuation2.78 B152.14 B
Shares Outstanding46.76 M1.43 B
Shares Owned by Insiders1.91 % 6.91 %
Shares Owned by Institutions98.64 % 18.37 %
Number of Shares Shorted2.8 M3.24 M
Price to Earning50.42 times40.69 times
Price to Book1.95 times14.44 times
Price to Sales1.3 times17.81 times
Revenue1.8 B9.85 B
Gross Profit284.3 M21.75 B
EBITDA213.5 M1.41 B
Net Income46.7 M517.71 M
Cash and Equivalents66.9 M3.89 B
Cash per Share1.43 times5.17 times
Total Debt605 M7.36 B
Debt to Equity50.4 % 0.72 %
Current Ratio2.76 times3.3 times
Book Value Per Share25.64 times13.64 times
Cash Flow from Operations129.3 M1.25 B
Short Ratio10.49 times2.09 times
Earnings Per Share0.99 times2.3 times
Price to Earnings To Growth0.9 times1.22 times
Number of Employees4.5 K10.67 K
Market Capitalization2.33 B29.78 B
Total Asset2.79 B126.86 B
Retained Earnings1.31 B38.24 B
Working Capital711.9 M3.58 B
Current Asset1.01 B36.8 B
Cautious Hold

Hype Condition

Current Valuation

Odds of Distress

Economic Sensitivity

Analyst Consensus

Piotroski F Score

Financial Leverage

   Acquisition by Carl Anderson of 286 shares of Carpenter Technology subject to Rule 16b-3 [view details]
Risk Adjusted Performance0.1121
Market Risk Adjusted Performance(0.35)
Mean Deviation1.16
Downside Deviation0.888
Coefficient Of Variation220.8
Standard Deviation1.56
Information Ratio0.3668
Jensen Alpha0.9361
Total Risk Alpha(0.15)
Sortino Ratio0.6427
Treynor Ratio(0.36)
Maximum Drawdown6.14
Value At Risk(0.68)
Potential Upside4.1
Downside Variance0.7885
Semi Variance(0.36)
Expected Short fall(1.63)

Current Valuation

Carpenter Technology Current Valuation Analysis
Carpenter Technology Corporation is rated below average in current valuation category among related companies. After adjusting for long-term liabilities, total market size of Non-ferrous Metals Production And Products industry is currently estimated at about 71.07 Billion. Carpenter Technology holds roughly 2.78 Billion in current valuation claiming about 4% of all equities under Non-ferrous Metals Production And Products industry.