Carlotz Stock Performance

LOTZ -  USA Stock  

USD 2.84  0.13  4.38%

The firm shows a Beta (market volatility) of 1.3614, which signifies a somewhat significant risk relative to the market. Let's try to break down what Carlotz's beta means in this case. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Carlotz will likely underperform. Even though it is essential to pay attention to Carlotz historical returns, it is always good to be careful when utilizing equity current trending patterns. Our philosophy towards foreseeing any stock's future performance is to check both, its past performance charts as well as the business as a whole, including all available technical indicators. Carlotz exposes twenty-seven different technical indicators, which can help you to evaluate its performance. Carlotz has an expected return of -0.57%. Please be advised to confirm Carlotz treynor ratio, expected short fall, day median price, as well as the relationship between the potential upside and accumulation distribution to decide if Carlotz performance from the past will be repeated at some point in the near future.

Carlotz Stock Performance 

 
Refresh
Carlotz Performance
0 of 100
Over the last 90 days Carlotz has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of weak performance in the last few months, the Stock's basic indicators remain fairly strong which may send shares a bit higher in January 2022. The current disturbance may also be a sign of long term up-swing for the company investors. ...more

Carlotz Price Channel

Quick Ratio4.58
Fifty Two Week Low2.7500
Target High Price12.00
Fifty Two Week High12.9000
Target Low Price7.00

Carlotz Relative Risk vs. Return Landscape

If you would invest  427.00  in Carlotz on September 5, 2021 and sell it today you would lose (143.00)  from holding Carlotz or give up 33.49% of portfolio value over 90 days. Carlotz is currently does not generate positive expected returns and assumes 3.537% risk (volatility on return distribution) over the 90 days horizon. In different words, 30% of stocks are less volatile than Carlotz, and 99% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon.
 Daily Expected Return (%) 
      Risk (%) 
Given the investment horizon of 90 days Carlotz is expected to under-perform the market. In addition to that, the company is 4.25 times more volatile than its market benchmark. It trades about -0.16 of its total potential returns per unit of risk. The DOW is currently generating roughly -0.02 per unit of volatility.

Carlotz Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Carlotz's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Carlotz, and traders can use it to determine the average amount a Carlotz's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.

Sharpe Ratio = -0.1621

Best
Portfolio
Best
Equity
Good Returns
Average Returns
Small Returns
CashSmall
Risk
Average
Risk
High
Risk
Huge
Risk
Negative ReturnsLOTZ
Estimated Market Risk
 3.54
  actual daily
 
 30 %
of total potential
 
3030
Expected Return
 -0.57
  actual daily
 
 0 %
of total potential
 
00
Risk-Adjusted Return
 -0.16
  actual daily
 
 0 %
of total potential
 
00
Based on monthly moving average Carlotz is performing at about 0% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Carlotz by adding it to a well-diversified portfolio.

About Carlotz Performance

To evaluate Carlotz Stock as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Carlotz generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Carlotz Stock's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Carlotz stock market performance in a much more refined way. At Macroaxis, we take it even further. The Macroaxis performance score is an integer between 0 and 100 that represents Carlotz's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.
Last ReportedProjected for 2021
Return on Average Assets(0.05) (0.05) 
Return on Average Equity 1.16  1.19 
Return on Invested Capital(0.038) (0.041) 
Return on Sales(0.05) (0.06) 
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.

Things to note about Carlotz

Checking the ongoing alerts about Carlotz for important developments is a great way to find new opportunities for your next move. Our stock alerts and notifications screener for Carlotz help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.

Carlotz Alerts

Equity Alerts and Improvement Suggestions

Carlotz generated a negative expected return over the last 90 days
Carlotz has high historical volatility and very poor performance
The company reported the previous year's revenue of 212.46 M. Net Loss for the year was (31.93 M) with profit before overhead, payroll, taxes, and interest of 11.26 M.
Carlotz currently holds about 200.96 M in cash with (113.73 M) of positive cash flow from operations. This results in cash-per-share (CPS) ratio of 1.76.
Carlotz has a frail financial position based on the latest SEC disclosures
Roughly 22.0% of the company outstanding shares are owned by corporate insiders
Latest headline from MacroaxisInsider: Exercise or conversion by Stoltz Thomas W of 17083 shares of Carlotz subject to Rule 16b-3
Additionally, see Stocks Correlation. 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 Fundamentals Comparison module to compare fundamentals across multiple equities to find investing opportunities.

Complementary Tools for Carlotz Stock analysis

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.
Headlines Timeline
Stay connected to all market stories and filter out noise. Drill down to analyze hype elasticity
Go
Commodity Channel Index
Use Commodity Channel Index to analyze current equity momentum
Go
Balance Of Power
Check stock momentum by analyzing Balance Of Power indicator and other technical ratios
Go
Content Syndication
Quickly integrate customizable finance content to your own investment portal
Go
Money Managers
Screen money managers from public funds and ETFs managed around the world
Go
My Watchlist Analysis
Analyze my current watchlist and to refresh optimization strategy. Macroaxis watchlist is based on self-learning algorithm to remember stocks you like
Go
Portfolio File Import
Quickly import all of your third-party portfolios from your local drive in csv format
Go
Risk-Return Analysis
View associations between returns expected from investment and the risk you assume
Go
Instant Ratings
Determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance
Go
Idea Optimizer
Use advanced portfolio builder with pre-computed micro ideas to build optimal portfolio
Go
Earnings Calls
Check upcoming earnings announcements updated hourly across public exchanges
Go
Idea Analyzer
Analyze all characteristics, volatility and risk-adjusted return of Macroaxis ideas
Go
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.