Is Catalent Stock a Good Investment?
Catalent Investment Advice | CTLT |
- Examine Catalent's financial health by looking at its balance sheet, income statement, and cash flow statement. Analyze key financial ratios, such as Price-to-Earnings (P/E), Price-to-Sales (P/S), and Price-to-Book (P/B), to determine whether the stock is fairly valued or over/undervalued.
- Research Catalent's leadership team and their track record. Good management can help Catalent navigate difficult times and make strategic decisions that benefit shareholders and increases its net worth.
- Consider the overall health of the Pharmaceuticals space and any emerging trends that could impact Catalent's business and its evolving consumer preferences.
- Compare Catalent's performance and market position to its competitors. Analyze how Catalent is positioned in terms of product offerings, innovation, and market share.
- Check if Catalent pays a dividend and its dividend yield and payout ratio.
- Review what financial analysts are saying about Catalent's stock and their price targets. However, remember that analysts' opinions can vary, and their predictions may not always be accurate.
It's important to note that investing in Catalent stock, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember that it's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. Below is a detailed guide on how to decide if Catalent is a good investment.
Sell | Buy |
Cautious Hold
Market Performance | Good | Details | |
Volatility | Very steady | Details | |
Hype Condition | Low key | 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 Strenth (F Score) | Strong | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
Examine Catalent Stock
Researching Catalent's stock involves analyzing various aspects of the company and its industry to make an informed investment decision. The key areas to focus on are fundamentals, business model and competitive advantage. It is also important to analyze trends in revenue, net income, and cash flow, as well as key financial ratios, such as price-to-earnings (P/E), price-to-sales (P/S), and debt-to-equity (D/E). About 93.0% of the company shares are held by institutions such as insurance companies. The book value of Catalent was currently reported as 19.91. The company has Price/Earnings To Growth (PEG) ratio of 2.9. Catalent recorded a loss per share of 5.76. The entity had not issued any dividends in recent years.
To determine if Catalent is a good investment, evaluating the company's potential for future growth is also very important. This may include expanding into new markets, launching new products or services, or improving operational efficiency. Companies with strong growth prospects can be more attractive investments. This aspect of the research should be conducted in the context of the overall market and industry in which the company operates and should include an analysis of growth potential, competitive landscape, and any regulatory or economic factors that could impact the business. Some of the essential points regarding Catalent's research are outlined below:
| The company reported the previous year's revenue of 4.38 B. Net Loss for the year was (1.04 B) with profit before overhead, payroll, taxes, and interest of 1.04 B. | |
| Catalent has a strong financial position based on the latest SEC filings | |
| Over 93.0% of the company shares are held by institutions such as insurance companies | |
| Latest headline from seekingalpha.com: Catalent cut to neutral at Baird as analyst unable to find valuation in a deal break |
Catalent Quarterly Accounts Payable |
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Catalent uses earnings reports to provide investors with an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Therefore, it is also crucial when considering investing in Catalent. Every quarterly earnings report provides investors with an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to Catalent's previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.
| 6th of February 2024 Upcoming Quarterly Report | View | |
| 10th of June 2024 Next Financial Report | View | |
| 31st of December 2023 Next Fiscal Quarter End | View | |
| 3rd of September 2024 Next Fiscal Year End | View | |
| 30th of September 2023 Last Quarter Report | View | |
| 30th of June 2023 Last Financial Announcement | View |
Earnings surprises can significantly impact Catalent's stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate. Below are the table of largest EPS Surprises Catalent's investors have experienced.
| Reported | Fiscal Date | Estimated EPS | Reported EPS | Surprise | |||
|---|---|---|---|---|---|---|---|
2023-08-29 | 2023-06-30 | 0.1 | 0.09 | -0.01 | 10 | ||
2017-11-06 | 2017-09-30 | 0.18 | 0.21 | 0.03 | 16 | ||
2023-11-15 | 2023-09-30 | -0.14 | -0.1 | 0.04 | 28 | ||
2015-11-03 | 2015-09-30 | 0.21 | 0.16 | -0.05 | 23 | ||
2023-06-12 | 2023-03-31 | -0.03 | -0.09 | -0.06 | 200 | ||
2020-11-03 | 2020-09-30 | 0.37 | 0.43 | 0.06 | 16 | ||
2014-11-13 | 2014-09-30 | 0.2 | 0.13 | -0.07 | 35 | ||
2021-05-04 | 2021-03-31 | 0.74 | 0.82 | 0.08 | 10 |
Catalent Target Price Consensus
We track the performance of the top 100 financial experts across various large and mid-size financial boutiques. Catalent target price is determined by taking all analyst projections and averaging them out. There is no one specific way to measure analysts' performance other than comparing it to past results via a very sophisticated attribution analysis. Catalent's target price projections below should be used in combination with other traditional price prediction techniques such as stock price forecasting, investor sentiment analysis, technical analysis, earnings estimate, and various momentum models.
| 8 | Hold |
Most Catalent analysts issue ratings four times a year, at intervals of three months. Ratings are usually accompanied by a target price to help potential investors understand Catalent stock's fair price compared to its market value. Analysts arrive at stock ratings after researching the public financial statements of Catalent, talking to its executives and customers, or listening to those companies' conference calls.
Macroaxis Advice Exposure ValuationCatalent Target Price Projection
Catalent's current and average target prices are 60.59 and 50.93, respectively. The current price of Catalent is the price at which Catalent is currently trading. On the other hand, Catalent's target price is what analysts think the stock is worth or could sell for in the future. The more significant the discrepancy between the two prices, the more it stimulates investors to act.Target Price
Analyst Consensus On Catalent Target Price
Catalent Analyst Ratings
Catalent's analyst stock recommendations are determined by taking an average estimate of all analysts we track and classifying them as Strong Buy, Buy, Hold, Strong Sell, or Sell. Ratings generally communicate what analysts sense about Catalent stock, and they use a lot of effort and time to analyze it and arrive at a rating. That suggests that analyst recommendations are the outcome of an objective and thorough examination of Catalent's financials, market performance, and future outlook by experienced professionals. Catalent's historical ratings below, therefore, can serve as a valuable tool for investors.Know Catalent's Top Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Catalent is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Catalent backward and forwards among themselves. Catalent's institutional investor refers to the entity that pools money to purchase Catalent's securities or originate 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 | 2024-06-30 | 4.1 M | Elliott Investment Management L.p. | 2024-06-30 | 4 M | Hudson Bay Capital Management Lp | 2024-06-30 | 3.2 M | Hhg Plc | 2024-06-30 | 3.1 M | Amvescap Plc. | 2024-06-30 | 2.7 M | Leonard Green Partners Lp | 2024-06-30 | 2.1 M | Eckert Corp | 2024-06-30 | 2.1 M | Citadel Advisors Llc | 2024-06-30 | 2 M | Deutsche Bank Ag | 2024-06-30 | 2 M | Vanguard Group Inc | 2024-06-30 | 20.4 M | Blackrock Inc | 2024-06-30 | 15.4 M |
Catalent's market capitalization trends
The company currently falls under 'Large-Cap' category with a current market capitalization of 11.02 B.Market Cap |
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Catalent's profitablity analysis
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | (0.16) | (0.15) | |
| Return On Capital Employed | 0.02 | 0.02 | |
| Return On Assets | (0.11) | (0.10) | |
| Return On Equity | (0.29) | (0.27) |
Determining Catalent's profitability involves analyzing its financial statements and using various financial metrics to determine if Catalent is a good buy. For example, gross profit margin measures Catalent's profitability after accounting for the cost of goods sold, while net profit margin measures profitability after accounting for all expenses. Other important metrics include return on assets, return on equity, and free cash flow. By reviewing multiple sources and metrics, you can gain a complete picture of Catalent's profitability and make more informed investment decisions.
Please note, the imprecision that can be found in Catalent's accounting process means that the reasonable investor should take a skeptical approach toward the financial statement analysis of Catalent. Check Catalent's Beneish M Score to see the likelihood of Catalent's management manipulating its earnings.
Evaluate Catalent's management efficiency
Return On Tangible Assets is likely to gain to -0.15 in 2024. Return On Capital Employed is likely to drop to 0.02 in 2024. Total Current Liabilities is likely to drop to about 804.6 M in 2024. Liabilities And Stockholders Equity is likely to drop to about 6.6 B in 2024Catalent's management efficiency ratios could be used to measure how well Catalent manages its routine affairs as well as how well it operates its assets and liabilities.| Last Reported | Projected for Next Year | ||
| Book Value Per Share | 19.91 | 20.91 | |
| Tangible Book Value Per Share | 2.38 | 2.49 | |
| Enterprise Value Over EBITDA | 23.44 | 27.94 | |
| Price Book Value Ratio | 2.82 | 1.48 | |
| Enterprise Value Multiple | 23.44 | 27.94 | |
| Price Fair Value | 2.82 | 1.48 | |
| Enterprise Value | 11.7 B | 12.3 B |
The analysis of Catalent's management efficiency is an essential part of evaluating and assessing the financial and operational performance of the entity. It is also vital to analyze Catalent's future growth prospects and the overall market conditions to determine the value and potential of its stock. The analysis involves studying a range of financial metrics such as revenue, earnings, profit margins, cash flow, debt, market share, and external factors such as economic trends, industry outlook, competition, and government regulations. The goal of Catalent Stock analysis is to determine whether it is undervalued, fairly valued, or overvalued and to make informed investment decisions.
Beta 1.155 |
Basic technical analysis of Catalent Stock
As of the 5th of October, Catalent shows the Coefficient Of Variation of 448.78, mean deviation of 0.3721, and Risk Adjusted Performance of 0.1741. Catalent technical analysis gives you the methodology to make use of historical prices and volume patterns to determine a pattern that approximates the direction of the firm's future prices.Catalent's insider trading activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Catalent insiders, such as employees or executives, is commonly permitted as long as it does not rely on Catalent's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Catalent insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Matti Masanovich over a month ago Disposition of 2993 shares by Matti Masanovich of Catalent at 56.74 subject to Rule 16b-3 | ||
Aristippos Gennadios over two months ago Disposition of 349 shares by Aristippos Gennadios of Catalent at 58.7 subject to Rule 16b-3 | ||
Aristippos Gennadios over two months ago Acquisition by Aristippos Gennadios of 18746 shares of Catalent subject to Rule 16b-3 | ||
Jack Stahl over six months ago Acquisition by Jack Stahl of 6993 shares of Catalent subject to Rule 16b-3 | ||
Scott Gunther over six months ago Disposition of 387 shares by Scott Gunther of Catalent at 56.2 subject to Rule 16b-3 | ||
Peter Zippelius over six months ago Acquisition by Peter Zippelius of 4149 shares of Catalent subject to Rule 16b-3 | ||
Jack Stahl over six months ago Acquisition by Jack Stahl of 6993 shares of Catalent subject to Rule 16b-3 |
Catalent's Outstanding Corporate Bonds
Catalent issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Catalent uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Catalent bonds can be classified according to their maturity, which is the date when Catalent has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
| Boeing Co 2196 Corp BondUS097023DG73 | View | |
| HSBC Holdings PLC Corp BondUS404280DR76 | View |
Understand Catalent's technical and predictive indicators
Using predictive indicators to make investment decisions involves analyzing Catalent's various financial and market-based factors to help forecast future trends and identify investment opportunities. Select the indicators that are most relevant to your investment strategy. Each indicator has its own strengths and weaknesses, so it's essential to combine multiple indicators to get a more comprehensive view of the market and reduce the risk of making poor decisions based on limited data.
| Risk Adjusted Performance | 0.1741 | |||
| Market Risk Adjusted Performance | 0.5709 | |||
| Mean Deviation | 0.3721 | |||
| Downside Deviation | 0.3829 | |||
| Coefficient Of Variation | 448.78 | |||
| Standard Deviation | 0.4793 | |||
| Variance | 0.2298 | |||
| Information Ratio | (0.02) | |||
| Jensen Alpha | 0.0784 | |||
| Total Risk Alpha | 0.0341 | |||
| Sortino Ratio | (0.02) | |||
| Treynor Ratio | 0.5609 | |||
| Maximum Drawdown | 2.57 | |||
| Value At Risk | (0.56) | |||
| Potential Upside | 0.7415 | |||
| Downside Variance | 0.1466 | |||
| Semi Variance | (0.01) | |||
| Expected Short fall | (0.44) | |||
| Skewness | 0.8019 | |||
| Kurtosis | 1.97 |
| Risk Adjusted Performance | 0.1741 | |||
| Market Risk Adjusted Performance | 0.5709 | |||
| Mean Deviation | 0.3721 | |||
| Downside Deviation | 0.3829 | |||
| Coefficient Of Variation | 448.78 | |||
| Standard Deviation | 0.4793 | |||
| Variance | 0.2298 | |||
| Information Ratio | (0.02) | |||
| Jensen Alpha | 0.0784 | |||
| Total Risk Alpha | 0.0341 | |||
| Sortino Ratio | (0.02) | |||
| Treynor Ratio | 0.5609 | |||
| Maximum Drawdown | 2.57 | |||
| Value At Risk | (0.56) | |||
| Potential Upside | 0.7415 | |||
| Downside Variance | 0.1466 | |||
| Semi Variance | (0.01) | |||
| Expected Short fall | (0.44) | |||
| Skewness | 0.8019 | |||
| Kurtosis | 1.97 |
Consider Catalent's intraday indicators
Catalent intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Catalent stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
Catalent Corporate Filings
F4 | 27th of September 2024 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
10K | 6th of September 2024 Annual report required by the U.S. Securities and Exchange Commission (SEC) of a company financial performance | ViewVerify |
| 30th of August 2024 Other Reports | ViewVerify | |
8K | 29th of August 2024 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
Catalent Stock media impact
Far too much social signal, news, headlines, and media speculation about Catalent that are available to investors today. That information is available publicly through Catalent media outlets and privately through word of mouth or via Catalent internal channels. However, regardless of the origin, that massive amount of Catalent data is challenging to quantify into actionable patterns, especially for investors that are not very sophisticated with ever-evolving tools and techniques used in the investment management field.
A primary focus of Catalent news analysis is to determine if its current price reflects all relevant headlines and social signals impacting the current market conditions. A news analyst typically looks at the history of Catalent relative headlines and hype rather than examining external drivers such as technical or fundamental data. It is believed that price action tends to repeat itself due to investors' collective, patterned thinking related to Catalent's headlines and news coverage data. This data is often completely overlooked or insufficiently analyzed for actionable insights to drive Catalent alpha.
Catalent Sentiment by Major News Outlets
Investor sentiment, mood or attitude towards Catalent can have a significant impact on its stock price or the market as a whole. This sentiment can be positive or negative, and various factors, such as economic indicators, news events, or market trends, can influence it. When investor sentiment is positive, investors are more likely to buy stocks, increasing demand and increasing the stock price. Positive investor sentiment can be driven by good news about the company or the broader market, such as solid earnings reports or positive economic data.
Note that negative investor sentiment can cause investors to sell stocks, leading to a decrease in demand and a drop in the stock price. Negative sentiment can be driven by factors such as poor earnings reports, negative news about the company or industry, or broader economic concerns. It's important to note that investor sentiment is just one of many factors that can affect stock prices. Other factors, such as company performance, industry trends, and global economic conditions, can also play a significant role in determining the value of a stock.
Catalent Corporate Directors
| Peter Zippelius | Independent Director | Profile | |
| Donald Morel | Independent Director | Profile | |
| John Greisch | Independent Director | Profile | |
| Gregory Lucier | Independent Director | Profile |
Additional Tools for Catalent Stock Analysis
When running Catalent's price analysis, check to measure Catalent'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 Catalent is operating at the current time. Most of Catalent's value examination focuses on studying past and present price action to predict the probability of Catalent's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Catalent's price. Additionally, you may evaluate how the addition of Catalent to your portfolios can decrease your overall portfolio volatility.