Charles Colvard Stock Buy Hold or Sell Recommendation
| CTHR Stock | USD 0.36 0.02 5.88% |
Given the investment horizon of 90 days and your above-average risk tolerance, our recommendation regarding Charles Colvard is 'Strong Sell'. Macroaxis provides Charles Colvard buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding CTHR positions. The advice algorithm takes into account all of Charles Colvard's available fundamental, technical, and predictive indicators you will find on this site. Key drivers impacting Charles Colvard's buy or sell advice are summarized below:
Real Value 0.52 | Target Price 1.1 | Hype Value 0.32 | Market Value 0.36 | Naive Value 0.36 |
A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Charles Colvard given historical horizon and risk tolerance towards Charles Colvard. When Macroaxis issues a 'buy' or 'sell' recommendation for Charles Colvard, the advice is generated through an automated system that utilizes algorithms and statistical models.
Charles |
Execute Charles Colvard Buy or Sell Advice
The Charles recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Charles Colvard. Macroaxis does not own or have any residual interests in Charles Colvard or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Charles Colvard's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Strong Sell
Market Performance | Very Weak | Details | |
Volatility | Abnormally volatile | Details | |
Hype Condition | Over hyped | Details | |
Current Valuation | Undervalued | Details | |
Odds Of Distress | Below Average | Details | |
Economic Sensitivity | Barely shadows the market | Details | |
Investor Sentiment | Interested | Details | |
Analyst Consensus | Strong Sell | Details | |
Financial Strenth (F Score) | Frail | Details | |
Financial Leverage | Inapplicable | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
Charles Colvard Trading Alerts and Improvement Suggestions
| Charles Colvard generated a negative expected return over the last 90 days | |
| Charles Colvard has some characteristics of a very speculative penny stock | |
| Charles Colvard has high historical volatility and very poor performance | |
| The company reported the previous year's revenue of 29.95 M. Net Loss for the year was (19.58 M) with profit before overhead, payroll, taxes, and interest of 10.74 M. | |
| Charles Colvard currently holds about 15.67 M in cash with (3.88 M) of positive cash flow from operations. This results in cash-per-share (CPS) ratio of 0.51, which can makes it an attractive takeover target, given it will continue generating positive cash flow. | |
| Charles Colvard has a frail financial position based on the latest SEC disclosures | |
| Roughly 25.0% of the company shares are held by company insiders | |
| Latest headline from news.google.com: Charles Colvard, Ltd. Earns Hold Rating from Analysts at StockNews.com - Defense World |
Charles Colvard Returns Distribution Density
The distribution of Charles Colvard's historical returns is an attempt to chart the uncertainty of Charles Colvard's future price movements. The chart of the probability distribution of Charles Colvard daily returns describes the distribution of returns around its average expected value. We use Charles Colvard price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Charles Colvard returns is essential to provide solid investment advice for Charles Colvard.
| Mean Return | -0.18 | Value At Risk | -7.14 | Potential Upside | 6.25 | Standard Deviation | 4.60 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Charles Colvard 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.
Charles Stock Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Charles Colvard is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Charles Colvard backward and forwards among themselves. Charles Colvard's institutional investor refers to the entity that pools money to purchase Charles Colvard's securities or originates loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Millennium Management Llc | 2023-12-31 | 48 K | Citadel Advisors Llc | 2023-09-30 | 48 K | Jane Street Group, Llc | 2023-12-31 | 33.4 K | Two Sigma Investments Llc | 2023-12-31 | 18.8 K | Hpm Partners Llc | 2023-12-31 | 13.8 K | Founders Capital Management Inc | 2023-12-31 | 10 K | Atlantic Trust, Llc | 2023-12-31 | 10 K | Morgan Stanley - Brokerage Accounts | 2023-12-31 | 3.9 K | Advisor Group Holdings, Inc. | 2023-12-31 | 3.3 K | Renaissance Technologies Corp | 2023-12-31 | 1.4 M | Vanguard Group Inc | 2023-12-31 | 1.1 M |
Charles Colvard Cash Flow Accounts
| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 (projected) | ||
| Change In Cash | 1.6M | 6.8M | (267.6K) | (5.6M) | (5.0M) | (4.8M) | |
| Free Cash Flow | (286.8K) | 6.0M | (988.1K) | (5.2M) | (5.9M) | (5.6M) | |
| Other Non Cash Items | 5.8M | (860.5K) | 120.7K | 6.1M | 7.0M | 7.3M | |
| Capital Expenditures | 536.0K | 483.5K | 1.6M | 1.3M | 1.2M | 1.2M | |
| Net Income | (6.2M) | 12.8M | 2.4M | (19.6M) | (17.6M) | (16.7M) | |
| End Period Cash Flow | 14.6M | 21.4M | 21.2M | 15.6M | 14.0M | 9.9M | |
| Change To Inventory | (2.8M) | 1.3M | (4.5M) | 755.2K | 868.5K | 911.9K | |
| Depreciation | 490.2K | 567.1K | 479.3K | 653.2K | 751.1K | 469.0K | |
| Change To Netincome | 6.3M | (6.9M) | 1.4M | 12.2M | 14.0M | 14.7M | |
| Investments | (536.0K) | (733.5K) | (1.6M) | (1.3M) | (1.2M) | (1.1M) | |
| Change Receivables | (732.8K) | (328.1K) | 1.3M | (955.2K) | (1.1M) | (1.0M) |
Charles Colvard 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 Charles Colvard or Textiles, Apparel & Luxury Goods 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 Charles Colvard'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 Charles 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 NYSE Composite | -0.19 | |
β | Beta against NYSE Composite | 0.02 | |
σ | Overall volatility | 4.53 | |
Ir | Information ratio | -0.05 |
Charles Colvard Volatility Alert
Charles Colvard exhibits very low volatility with skewness of 0.29 and kurtosis of 2.08. Charles Colvard is a potential penny stock. Although Charles Colvard may be in fact a good instrument to invest, many penny stocks are speculative in nature and are subject to artificial price hype. Please make sure you totally understand the upside potential and downside risk of investing in Charles Colvard. We encourage investors to look for signals such as email spams, message board hypes, claims of breakthroughs, volume upswings, sudden news releases, promotions that are not reported, or demotions released before SEC filings. Please also check biographies and work history of current and past company officers before investing in high volatility instruments, penny stocks, or equities with microcap classification. You can indeed make money on Charles instrument if you perfectly time your entry and exit. However, remember that penny stocks that have been the subject of artificial hype usually unable to maintain their increased share price for more than just a few days. The price of a promoted high volatility instrument will almost always revert back. The only way to increase shareholder value is through legitimate performance backed up by solid fundamentals.Charles Colvard Fundamentals Vs Peers
Comparing Charles Colvard'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 Charles Colvard's direct or indirect competition across all of the common fundamentals between Charles Colvard and the related equities. This way, we can detect undervalued stocks with similar characteristics as Charles Colvard or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of Charles Colvard's fundamental indicators could also be used in its relative valuation, which is a method of valuing Charles Colvard by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Charles Colvard to competition |
| Fundamentals | Charles Colvard | Peer Average |
| Return On Equity | -0.5 | -0.31 |
| Return On Asset | -0.13 | -0.14 |
| Profit Margin | (0.92) % | (1.27) % |
| Operating Margin | (0.37) % | (5.51) % |
| Current Valuation | 7.1 M | 16.62 B |
| Shares Outstanding | 30.34 M | 571.82 M |
| Shares Owned By Insiders | 24.91 % | 10.09 % |
| Shares Owned By Institutions | 12.95 % | 39.21 % |
| Number Of Shares Shorted | 115.7 K | 4.71 M |
| Price To Earning | 12.66 X | 28.72 X |
| Price To Book | 0.26 X | 9.51 X |
| Price To Sales | 0.36 X | 11.42 X |
| Revenue | 29.95 M | 9.43 B |
| Gross Profit | 10.74 M | 27.38 B |
| EBITDA | (13.32 M) | 3.9 B |
| Net Income | (19.58 M) | 570.98 M |
| Cash And Equivalents | 15.67 M | 2.7 B |
| Cash Per Share | 0.51 X | 5.01 X |
| Total Debt | 2.93 M | 5.32 B |
| Debt To Equity | 0.06 % | 48.70 % |
| Current Ratio | 5.27 X | 2.16 X |
| Book Value Per Share | 1.14 X | 1.93 K |
| Cash Flow From Operations | (3.88 M) | 971.22 M |
| Short Ratio | 1.18 X | 4.00 X |
| Earnings Per Share | (0.76) X | 3.12 X |
| Target Price | 1.1 | |
| Number Of Employees | 48 | 18.84 K |
| Beta | 0.9 | -0.15 |
| Market Capitalization | 10.35 M | 19.03 B |
| Total Asset | 48.88 M | 29.47 B |
| Retained Earnings | (43.18 M) | 9.33 B |
| Working Capital | 17.51 M | 1.48 B |
| Current Asset | 20.65 M | 9.34 B |
Note: Acquisition by Ollin Sykes of 13400 shares of Charles Colvard at 1.69 subject to Rule 16b-3 [view details]
Charles Colvard Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Charles . 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.
| Accumulation Distribution | 19368.92 | |||
| Daily Balance Of Power | 0.6667 | |||
| Rate Of Daily Change | 1.06 | |||
| Day Median Price | 0.35 | |||
| Day Typical Price | 0.35 | |||
| Price Action Indicator | 0.025 | |||
| Period Momentum Indicator | 0.02 |
About Charles Colvard Buy or Sell Advice
When is the right time to buy or sell Charles Colvard? Buying financial instruments such as Charles 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.| 2021 | 2022 | 2023 | 2024 (projected) | Total Stockholder Equity | 59.6M | 39.8M | 45.7M | 48.9M | Total Assets | 69.2M | 48.9M | 56.2M | 53.8M |
Use Investing Ideas to Build Portfolios
In addition to having Charles Colvard 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?
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Information Technology ETFs
ETF themes focus on helping investors to gain exposure to a broad range of assets, diversify, and lower overall costs. The Information Technology ETFs theme has 44 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 Information Technology ETFs Theme or any other thematic opportunities.
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Check out Charles Colvard 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. To learn how to invest in Charles Stock, please use our How to Invest in Charles Colvard guide.Note that the Charles Colvard information on this page should be used as a complementary analysis to other Charles Colvard's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Idea Breakdown module to analyze constituents of all Macroaxis ideas. Macroaxis investment ideas are predefined, sector-focused investing themes.
Complementary Tools for Charles Stock analysis
When running Charles Colvard's price analysis, check to measure Charles Colvard'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 Charles Colvard is operating at the current time. Most of Charles Colvard's value examination focuses on studying past and present price action to predict the probability of Charles Colvard's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Charles Colvard's price. Additionally, you may evaluate how the addition of Charles Colvard to your portfolios can decrease your overall portfolio volatility.
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Is Charles Colvard's industry 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 Charles Colvard. If investors know Charles 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 Charles Colvard 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 (0.99) | Earnings Share (0.76) | Revenue Per Share 0.826 | Quarterly Revenue Growth (0.24) | Return On Assets (0.13) |
The market value of Charles Colvard is measured differently than its book value, which is the value of Charles that is recorded on the company's balance sheet. Investors also form their own opinion of Charles Colvard's value that differs from its market value or its book value, called intrinsic value, which is Charles Colvard'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 Charles Colvard's market value can be influenced by many factors that don't directly affect Charles Colvard'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 Charles Colvard's value and its price as these two are different measures arrived at by different means. Investors typically determine if Charles Colvard is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Charles Colvard'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.