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

  
Symbol
Execute Advice
Carpenter Technology Corporation -- USA Stock  

USD 51.15  0.26  0.51%

Considering 30-days investment horizon, and your above average risk tolerance our recommendation regarding Carpenter Technology Corporation is 'Strong Buy'.
For the selected time horizon Carpenter Technology Corporation has a risk adjusted performance of 0.1725, jensen alpha of 0.1731, total risk alpha of (0.084007), sortino ratio of 0.1987 and treynor ratio of 0.3482
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 31.65 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 Return0.41Value At Risk1.76
Potential Upside2.23Standard Deviation1.21
 Return Density 
      Distribution 

Carpenter Technology Greeks

α
Alpha over DOW
=0.17
βBeta against DOW=1.14
σ
Overall volatility
=1.19
 IrInformation ratio =0.17

Carpenter Technology Volatility Alert

Carpenter Technology Corporation has relatively low volatility with skewness of 0.05 and kurtosis of -0.16. However, we advise all investors to independently investigate Carpenter Technology Corporation to ensure market all accessible information is consistent with the expectations about its upside potential and future risk-adjusted return.
    
 Better Than Average     
    
 Worse Than Average Compare Carpenter Technology to competition
FundamentalsCarpenter TechnologyPeer Average
Return On Equity6.51 % (15.17) %
Return On Asset3.08 % (15.64) %
Profit Margin4.06 % (5.5) %
Operating Margin7.45 % (10.91) %
Current Valuation2.95 B152.14 B
Shares Outstanding46.82 M1.43 B
Shares Owned by Insiders1.91 % 6.91 %
Shares Owned by Institutions101.99 % 18.37 %
Number of Shares Shorted3.01 M3.24 M
Price to Earning31.65 times40.69 times
Price to Book1.93 times14.44 times
Price to Sales1.26 times17.81 times
Revenue1.89 B9.85 B
Gross Profit284.3 M21.75 B
EBITDA253.1 M1.41 B
Net Income76.1 M517.71 M
Cash and Equivalents25.1 M3.89 B
Cash per Share0.54 times5.17 times
Total Debt608.1 M7.36 B
Debt to Equity49.4 % 0.72 %
Current Ratio2.91 times3.3 times
Book Value Per Share26.3 times13.64 times
Cash Flow from Operations117.8 M1.25 B
Short Ratio8.5 times2.09 times
Earnings Per Share1.61 times2.3 times
Price to Earnings To Growth0.92 times1.22 times
Number of Employees4.5 K10.67 K
Beta2.30.34
Market Capitalization2.38 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
SellBuy
Strong Buy

Volatility

Hype Condition

Current Valuation

Odds of Distress

Economic Sensitivity

Analyst Consensus

Piotroski F Score

Financial Leverage

   Acquisition by Gregory Pratt of 4776 shares of Carpenter Technology subject to Rule 16b-3 [view details]
Risk Adjusted Performance0.1725
Market Risk Adjusted Performance0.3582
Mean Deviation0.9249
Semi Deviation0.6218
Downside Deviation1.01
Coefficient Of Variation297.13
Standard Deviation1.21
Variance1.47
Information Ratio0.166
Jensen Alpha0.1731
Total Risk Alpha(0.084007)
Sortino Ratio0.1987
Treynor Ratio0.3482
Maximum Drawdown4.48
Value At Risk(1.76)
Potential Upside2.23
Downside Variance1.03
Semi Variance0.3866
Expected Short fall(1.25)
Skewness0.0541
Kurtosis(0.16)

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 80.73 Billion. Carpenter Technology holds roughly 2.95 Billion in current valuation claiming about 4% of all equities under Non-ferrous Metals Production And Products industry.