Carrols Restaurant Group Stock Buy Hold or Sell Recommendation
| TAST Stock | USD 9.51 0.01 0.11% |
Given the investment horizon of 90 days and your above-average risk tolerance, our recommendation regarding Carrols Restaurant Group is 'Strong Sell'. Macroaxis provides Carrols Restaurant buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding TAST positions. The advice algorithm takes into account all of Carrols Restaurant's available fundamental, technical, and predictive indicators you will find on this site. Key drivers impacting Carrols Restaurant's buy or sell advice are summarized below:
Real Value 7.96 | Target Price 9.25 | Hype Value 9.51 | Market Value 9.51 | Naive Value 9.54 |
A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Carrols Restaurant Group given historical horizon and risk tolerance towards Carrols Restaurant. When Macroaxis issues a 'buy' or 'sell' recommendation for Carrols Restaurant Group, the advice is generated through an automated system that utilizes algorithms and statistical models.
Carrols |
Execute Carrols Restaurant Buy or Sell Advice
The Carrols recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Carrols Restaurant Group. Macroaxis does not own or have any residual interests in Carrols Restaurant Group or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Carrols Restaurant's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Strong Sell
Market Performance | Solid | Details | |
Volatility | Very steady | Details | |
Hype Condition | Stale | Details | |
Current Valuation | Overvalued | Details | |
Odds Of Distress | Below Average | Details | |
Economic Sensitivity | Barely shadows the market | Details | |
Investor Sentiment | Alarmed | Details | |
Analyst Consensus | Hold | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unavailable | Details |
Carrols Restaurant Trading Alerts and Improvement Suggestions
| The company currently holds 1.24 B in liabilities with Debt to Equity (D/E) ratio of 7.69, indicating the company may have difficulties to generate enough cash to satisfy its financial obligations. Carrols Restaurant has a current ratio of 0.33, indicating that it has a negative working capital and may not be able to pay financial obligations when due. Debt can assist Carrols Restaurant until it has trouble settling it off, either with new capital or with free cash flow. So, Carrols Restaurant's shareholders could walk away with nothing if the company can't fulfill its legal obligations to repay debt. However, a more frequent occurrence is when companies like Carrols Restaurant sell additional shares at bargain prices, diluting existing shareholders. Debt, in this case, can be an excellent and much better tool for Carrols to invest in growth at high rates of return. When we think about Carrols Restaurant's use of debt, we should always consider it together with cash and equity. | |
| About 60.0% of Carrols Restaurant shares are owned by institutional investors | |
| On 5th of April 2024 Carrols Restaurant paid $ 0.02 per share dividend to its current shareholders | |
| Latest headline from news.google.com: Allspring Global Investments Holdings LLC Has 2.26 Million Stock Position in Carrols Restaurant Group, Inc ... - MarketBeat |
Carrols Restaurant Returns Distribution Density
The distribution of Carrols Restaurant's historical returns is an attempt to chart the uncertainty of Carrols Restaurant's future price movements. The chart of the probability distribution of Carrols Restaurant daily returns describes the distribution of returns around its average expected value. We use Carrols Restaurant Group price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Carrols Restaurant returns is essential to provide solid investment advice for Carrols Restaurant.
| Mean Return | 0.02 | Value At Risk | -0.11 | Potential Upside | 0.21 | Standard Deviation | 0.1 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Carrols Restaurant 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.
Carrols Stock Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Carrols Restaurant is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Carrols Restaurant Group backward and forwards among themselves. Carrols Restaurant's institutional investor refers to the entity that pools money to purchase Carrols Restaurant'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 | Prudential Financial Inc | 2023-12-31 | 744 K | Morgan Stanley - Brokerage Accounts | 2023-12-31 | 716.6 K | Hillsdale Investment Management Inc. | 2023-12-31 | 646.7 K | Two Sigma Investments Llc | 2023-12-31 | 609.2 K | Two Sigma Advisers, Llc | 2023-12-31 | 593 K | Arrowstreet Capital Limited Partnership | 2023-12-31 | 539 K | Bridgeway Capital Management, Llc | 2023-12-31 | 428.1 K | Bank Of New York Mellon Corp | 2023-12-31 | 392.4 K | American Century Companies Inc | 2023-12-31 | 390.6 K | Blackrock Inc | 2023-12-31 | 3.4 M | Dimensional Fund Advisors, Inc. | 2023-12-31 | 2.2 M |
Carrols Restaurant Cash Flow Accounts
| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 (projected) | ||
| Change In Cash | (1.0M) | 62.0M | (35.8M) | (10.8M) | 26.1M | 27.4M | |
| Free Cash Flow | (98.1M) | 31.5M | 19.1M | (21.4M) | 84.6M | 88.8M | |
| Depreciation | 74.7M | 81.7M | 80.8M | 78.1M | 74.2M | 50.6M | |
| Other Non Cash Items | 5.2M | 14.5M | 15.9M | 25.7M | 7.4M | 8.4M | |
| Capital Expenditures | 146.8M | 72.4M | 51.8M | 42.2M | 54.6M | 60.9M | |
| Net Income | (31.9M) | (29.5M) | (43.0M) | (75.6M) | 33.8M | 35.5M | |
| End Period Cash Flow | 3.0M | 65.0M | 29.2M | 18.4M | 44.5M | 46.7M | |
| Change To Netincome | (2.6M) | 23.0M | 14.1M | 27.6M | 31.7M | 33.3M | |
| Change To Inventory | 2.3M | (3.7M) | 29.0M | 11.1M | 12.8M | 13.5M | |
| Investments | 47.2M | 7.0M | (58.6M) | (4.0M) | (39.3M) | (37.3M) | |
| Net Borrowings | 452.8M | 16.0M | (26.8M) | 8.2M | 9.4M | 9.0M | |
| Change Receivables | (523K) | (6.4M) | 3.2M | (3.9M) | (3.5M) | (3.3M) |
Carrols Restaurant 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 Carrols Restaurant or Hotels, Restaurants & Leisure 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 Carrols Restaurant'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 Carrols 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 | 0.01 | |
β | Beta against NYSE Composite | -0.03 | |
σ | Overall volatility | 0.10 | |
Ir | Information ratio | -0.75 |
Carrols Restaurant Volatility Alert
Carrols Restaurant Group exhibits very low volatility with skewness of -0.05 and kurtosis of -0.19. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Carrols Restaurant's stock risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Carrols Restaurant's stock price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.Carrols Restaurant Fundamentals Vs Peers
Comparing Carrols Restaurant'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 Carrols Restaurant's direct or indirect competition across all of the common fundamentals between Carrols Restaurant and the related equities. This way, we can detect undervalued stocks with similar characteristics as Carrols Restaurant or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of Carrols Restaurant's fundamental indicators could also be used in its relative valuation, which is a method of valuing Carrols Restaurant by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Carrols Restaurant to competition |
| Fundamentals | Carrols Restaurant | Peer Average |
| Return On Equity | 0.2 | -0.31 |
| Return On Asset | 0.0248 | -0.14 |
| Profit Margin | 0.02 % | (1.27) % |
| Operating Margin | 0.03 % | (5.51) % |
| Current Valuation | 1.68 B | 16.62 B |
| Shares Outstanding | 54.93 M | 571.82 M |
| Shares Owned By Insiders | 25.45 % | 10.09 % |
| Shares Owned By Institutions | 59.99 % | 39.21 % |
| Number Of Shares Shorted | 1.12 M | 4.71 M |
| Price To Earning | 47.86 X | 28.72 X |
| Price To Book | 2.94 X | 9.51 X |
| Price To Sales | 0.29 X | 11.42 X |
| Revenue | 1.88 B | 9.43 B |
| Gross Profit | 210.96 M | 27.38 B |
| EBITDA | 143.68 M | 3.9 B |
| Net Income | 33.8 M | 570.98 M |
| Cash And Equivalents | 8.07 M | 2.7 B |
| Cash Per Share | 0.15 X | 5.01 X |
| Total Debt | 1.24 B | 5.32 B |
| Debt To Equity | 7.69 % | 48.70 % |
| Current Ratio | 0.34 X | 2.16 X |
| Book Value Per Share | 3.59 X | 1.93 K |
| Cash Flow From Operations | 139.15 M | 971.22 M |
| Short Ratio | 1.24 X | 4.00 X |
| Earnings Per Share | 0.53 X | 3.12 X |
| Price To Earnings To Growth | 2.79 X | 4.89 X |
| Target Price | 9.55 | |
| Number Of Employees | 3 K | 18.84 K |
| Beta | 2.51 | -0.15 |
| Market Capitalization | 522.37 M | 19.03 B |
| Total Asset | 1.59 B | 29.47 B |
| Retained Earnings | (103.17 M) | 9.33 B |
| Working Capital | (105.25 M) | 1.48 B |
Note: Disposition of 844 shares by Ahmad Filsoof of Carrols Restaurant at 7.49 subject to Rule 16b-3 [view details]
Carrols Restaurant Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Carrols . 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.
About Carrols Restaurant Buy or Sell Advice
When is the right time to buy or sell Carrols Restaurant Group? Buying financial instruments such as Carrols 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) | Short and Long Term Debt Total | 1.3B | 1.3B | 1.2B | 1.3B | Total Assets | 1.7B | 1.6B | 1.6B | 817.7M |
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Check out Carrols Restaurant 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. You can also try the ETFs module to find actively traded Exchange Traded Funds (ETF) from around the world.
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When running Carrols Restaurant's price analysis, check to measure Carrols Restaurant'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 Carrols Restaurant is operating at the current time. Most of Carrols Restaurant's value examination focuses on studying past and present price action to predict the probability of Carrols Restaurant's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Carrols Restaurant's price. Additionally, you may evaluate how the addition of Carrols Restaurant to your portfolios can decrease your overall portfolio volatility.
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Is Carrols Restaurant'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 Carrols Restaurant. If investors know Carrols 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 Carrols Restaurant listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Dividend Share 0.02 | Earnings Share 0.53 | Revenue Per Share 36.416 | Quarterly Revenue Growth 0.057 | Return On Assets 0.0248 |
The market value of Carrols Restaurant is measured differently than its book value, which is the value of Carrols that is recorded on the company's balance sheet. Investors also form their own opinion of Carrols Restaurant's value that differs from its market value or its book value, called intrinsic value, which is Carrols Restaurant'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 Carrols Restaurant's market value can be influenced by many factors that don't directly affect Carrols Restaurant'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 Carrols Restaurant's value and its price as these two are different measures arrived at by different means. Investors typically determine if Carrols Restaurant is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Carrols Restaurant'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.