Carlotz Fundamentals

LOTZ -  USA Stock  

USD 2.84  0.13  4.38%

Carlotz fundamentals help investors to digest information that contributes to Carlotz's financial success or failures. It also enables traders to predict the movement of Carlotz Stock. This fundamental analysis module provides a way for investors to measures Carlotz's intrinsic value by examining all of its available economic and financial indicators and drivers, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Carlotz stock. Please note, this module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools.

Carlotz Fundamentals 

 
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Carlotz Shares Owned by Institutions Analysis

Carlotz's 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.
 2010 2019 2020 2021 (projected)
Current Assets12 K15.22 M25.86 M21.54 M
Total Assets306 K16.64 M28.2 M23.55 M
Shares Held by Institutions 
 = 
Funds and Banks 
Firms 
More About Shares Owned by Institutions | All Equity Analysis

Current Carlotz Shares Owned by Institutions

    
  45.35 %  
Most of Carlotz's fundamental indicators, such as Shares Owned by Institutions, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Carlotz is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
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.
Compare to competition

Based on the latest financial disclosure, 45.35% of Carlotz are shares owned by institutions. This is 24.57% lower than that of the Consumer Cyclical sector and 48.24% lower than that of the Auto & Truck Dealerships industry. The shares owned by institutions for all United States stocks is 15.66% lower than that of the firm.

Carlotz Fundamental Drivers Relationships

Comparative valuation techniques use various fundamental indicators to help in determining Carlotz's current stock value. Our valuation model uses many indicators to compare Carlotz value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Carlotz competition to find correlations between indicators driving Carlotz's intrinsic value. More Info.
Carlotz is rated second overall in beta category among related companies. It is rated fourth overall in return on equity category among related companies . Average Equity is likely to drop to about (7.9 M) in 2021. Comparative valuation analysis is a catch-all model that can be used if you cannot value Carlotz by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Carlotz's Stock . Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Carlotz's earnings, one of the primary drivers of an investment's value.

Carlotz Price to Earnings To Growth Peer Comparison

Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Carlotz's direct or indirect competition against its Price to Earnings To Growth to detect undervalued stocks with similar characteristics or determine the stocks which would be a good addition to a portfolio. Peer analysis of Carlotz could also be used in its relative valuation, which is a method of valuing Carlotz by comparing valuation metrics of similar companies.
Carlotz is currently under evaluation in price to earnings to growth category among related companies.

Carlotz Fundamentals

About Carlotz Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze Carlotz's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Carlotz using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Carlotz based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
Last ReportedProjected for 2021
Cost of Revenue107.4 M105.5 M
Revenues118.6 M116.4 M
CarLotz, Inc. operates as a consignment-to-retail used vehicle marketplace that provides its corporate vehicle sourcing partners and retail sellers of used vehicles. The company was founded in 2011 and is headquartered in Richmond, Virginia. Carlotz operates under Auto Truck Dealerships classification in the United States and is traded on NASDAQ Exchange. It employs 166 people.

Carlotz Investors Sentiment

The influence of Carlotz's investor sentiment on the probability of its price appreciation or decline could be a good factor in your decision-making process regarding taking a position in Carlotz. The overall investor sentiment generally increases the direction of a stock movement in a one-year investment horizon. However, the impact of investor sentiment on the entire stock markets does not have a solid backing from leading economists and market statisticians.

Carlotz Implied Volatility

    
  139.71  
Carlotz's implied volatility exposes the market's sentiment of Carlotz stock's possible movements over time. However, it does not forecast the overall direction of its price. In a nutshell, if Carlotz's implied volatility is high, the market thinks the stock has potential for high price swings in either direction. On the other hand, the low implied volatility suggests that Carlotz stock will not fluctuate a lot when Carlotz's options are near their expiration.
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards Carlotz in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, Carlotz's short interest history, or implied volatility extrapolated from Carlotz options trading.

Current Sentiment - LOTZ

Carlotz Investor Sentiment

Macroaxis portfolio users are evenly split in their trading attitude regarding investing in Carlotz. What is your opinion about investing in Carlotz? Are you bullish or bearish?
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Macroaxis puts the power of mathematics on your side. We analyze your portfolios and positions such as Carlotz using complex mathematical models and algorithms, but make them easy to understand. There is no real person involved in your portfolio analysis. We perform a number of calculations to compute absolute and relative portfolio volatility, correlation between your assets, value at risk, expected return as well as over 100 different fundamental and technical indicators.

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Additionally, see Carlotz Piotroski F Score and Carlotz Altman Z Score analysis. Note that the Carlotz information on this page should be used as a complementary analysis to other Carlotz'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 Content Syndication module to quickly integrate customizable finance content to your own investment portal.

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When running Carlotz price analysis, check to measure Carlotz'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 Carlotz is operating at the current time. Most of Carlotz's value examination focuses on studying past and present price action to predict the probability of Carlotz's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Carlotz's price. Additionally, you may evaluate how the addition of Carlotz to your portfolios can decrease your overall portfolio volatility.
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Is Carlotz'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 Carlotz. If investors know Carlotz 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 Carlotz listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
The market value of Carlotz is measured differently than its book value, which is the value of Carlotz that is recorded on the company's balance sheet. Investors also form their own opinion of Carlotz's value that differs from its market value or its book value, called intrinsic value, which is Carlotz'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 Carlotz's market value can be influenced by many factors that don't directly affect Carlotz'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 Carlotz's value and its price as these two are different measures arrived at by different means. Investors typically determine Carlotz value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Carlotz'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.