Carlotz Profitability Analysis

LOTZ -  USA Stock  

USD 2.84  0.13  4.38%

For Carlotz profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Carlotz to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Carlotz utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Carlotz's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Carlotz over time as well as its relative position and ranking within its peers. Additionally, see Stocks Correlation.

Carlotz Current Profitability Trends 

 
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Price to Sales Ratio is likely to drop to 0.34 in 2021. Return on Sales is likely to drop to -0.06 in 2021. Accumulated Other Comprehensive Income is likely to drop to about 13.4 K in 2021. Consolidated Income is likely to drop to about (7.1 M) in 2021.

Carlotz Revenues

116.37 MillionShare
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.

Carlotz Number of Employees vs. Return On Asset Fundamental Analysis

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.
Carlotz is rated fourth overall in return on asset category among related companies. It is rated fourth overall in number of employees category among related companies . . 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 Number of Employees vs. Return On Asset

Return on Asset or ROA shows how effective is the management of the company in generating income from utilizing all of the assets at their disposal. It is a useful ratio to evaluate the performance of different departments of a company as well as to understand management performance over time.
Carlotz 
Return on Asset 
 = 
Net Income 
Total Assets 
X
100 
(41.35) %
Return on Asset measures overall efficiency of a company in generating profits from its total assets. It is expressed as the percentage of profits earned per dollar of Asset. A low ROA typically means that a company is asset-intensive and therefore will needs more money to continue generating revenue in the future.
Number of Employees shows the total number of permanent full time and part time employees working for a given company and processed through its payroll.
Carlotz 
Number of Employees 
 = 
Full Time 
+  
Part Time 
166
Employee typically refers to an individual working under a contract of employment, whether oral or written, express or implied, and has recognized his or her rights and duties. Most officers of corporations are included as employees and contractors are generally excluded.

Carlotz Number of Employees vs Competition

Carlotz is rated fourth overall in number of employees category among related companies. The total workforce of Auto & Truck Dealerships industry is now estimated at about 8,805. Carlotz claims roughly 166 in number of employees contributing just under 2% to stocks in Auto & Truck Dealerships industry.

Carlotz Profitability Projections

The most important aspect of a successful company is its ability to generate a profit. For investors in Carlotz, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Carlotz will eventually generate negative long term returns. The profitability progress is the general direction of Carlotz's change in net profit over the period of time. It can combine multiple indicators of Carlotz, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
Last ReportedProjected for 2021
Accumulated Other Comprehensive Income13.5 K13.4 K
Consolidated Income-6.6 M-7.1 M
Net Income-6.6 M-7.1 M
Net Income Common Stock-8.4 M-9.1 M
Operating Income-6.9 M-7.4 M
Preferred Dividends Income Statement Impact1.9 M1.9 M
Income Tax Expense10 K9.9 K
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 Profitability Driver Comparison

Profitability drivers are factors that can directly affect your investment outlook on Carlotz. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Carlotz position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Carlotz's important profitability drivers and their relationship over time.

Carlotz Profitability Trends

Carlotz profitability trend refers to the progression of profit or loss within a business. An upward trend means that Carlotz's profit has generally increased over time, and a downward profitability trend means profits are declining. Recognizing problems early in profitability trends allows investors to address revenue and cost issues in advance. Investors and analysts usually monitor three types of profitability trends: gross, operating, and net. Gross profit is the difference between revenue and costs of goods sold. Operating profit is Carlotz's gross profit minus its overhead. After you account for other unusual revenue, expenses, and costs, you get net profit. Gross profit trends are often a good indicator of future profitability. If you have high gross profit margins, you have a better chance to cover overhead and make money.

Carlotz Profitability Drivers Correlations

One of the toughest challenges investors face today is learning how to quickly synthesize and read into endless financial statements and information provided by the company, SEC reporting, and various external parties. Understanding the correlation between Carlotz different financial indicators related to revenue and profit generation helps investors identify and prioritize their investing strategies towards Carlotz in a much-optimized way. Analyzing correlations between profit drivers that are directly associated with dollar figures is the most effective way to break down Carlotz's future profitability.

Use Carlotz in pair-trading

One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Carlotz position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Carlotz will appreciate offsetting losses from the drop in the long position's value.

Carlotz Pair Trading

Carlotz Pair Trading Analysis

Correlation analysis and pair trading evaluation for Carlotz and Kingsway Financial. Pair trading can be used as a hedging technique within a particular sector or industry or even over random equities to generate better risk-adjusted return
Run Pair Correlation  

Use Investing Themes to Complement your Carlotz position

In addition to having Carlotz 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?

Run Transportation Thematic Idea Now

Transportation
Transportation Theme
Fama and French focuses on testing asset pricing under different economic assumptions. Transportation theme has 61 constituents.
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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 Money Flow Index module to determine momentum by analyzing Money Flow Index and other technical indicators.

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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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To fully project Carlotz's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Carlotz at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Carlotz's income statement, its balance sheet, and the statement of cash flows.
Potential Carlotz investors and stakeholders can use historical trends found within financial statements to determine how well the company is positioned for the future. Although Carlotz investors may work on each financial statement separately, they are all related. The changes in Carlotz's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Carlotz's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet but not equivalent to net income shown on the income statement. Please read more on our technical analysis and fundamental analysis pages.