Carlotz Stock Analysis

LOTZ -  USA Stock  

USD 3.04  0.12  3.80%

The big decline in price over the last few months for Carlotzmay encourage investors to take a closer look at the firm as it is trading at a share price of 3.04 on 1,596,900 in trading volume. The company directors and management failed to add value to investors and positioning the firm supply of money to exploit market volatility in October. However, diversifying your holdings with Carlotz or any similar stocks can still protect your portfolios during high-volatility market scenarios. The stock standard deviation of daily returns for 90 days investing horizon is currently 3.43. The above-average risk is mostly attributed to market volatility and speculations regarding some of the upcoming earning calls from Carlotz partners.
Additionally, see Stocks Correlation.

Carlotz Stock Analysis 

The Carlotz stock analysis report makes it easy to digest most publicly released information about Carlotz and get updates on important government artifacts, including earning estimates, SEC corporate filings, and announcements. Carlotz Stock analysis module also helps to analyze the Carlotz price relationship with some important fundamental indicators such as market cap and management efficiency.

Carlotz Stock Analysis Notes

About 22.0% of the company outstanding shares are owned by corporate insiders. The company has Price/Earnings To Growth (PEG) ratio of 0.12. Carlotz had not issued any dividends in recent years. 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. To find out more about Carlotz contact the company at 804 728 3833 or learn more at

Carlotz Quarterly Cost of Revenue

66.02 MillionShare

Carlotz Investment Alerts

Many investors view ongoing market volatility as an opportunity to purchase more stocks at a favorable price or short it to generate a bearish trend profit opportunity. If you are one of those investors, make sure you clearly understand the position you are entering. Carlotz's investment alerts are automatically generated signals that are significant enough to either complement your investing judgment regarding Carlotz or challenge it. These alerts can help you understand what you are buying and avoid costly mistakes.
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: Payment of 15134 shares by Polak Rebecca C of Carlotz subject to Rule 16b-3

Carlotz Upcoming and Recent Events

Earnings reports are used by Carlotz to provide an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Every quarterly earnings report provides investors with three things: an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to Carlotz 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.
Upcoming Quarterly Report21st of March 2022
Next Earnings Report9th of May 2022
Next Fiscal Quarter End31st of December 2021
Next Fiscal Year End21st of March 2022
Last Quarter Report30th of September 2021
Last Earning Announcement31st of December 2020

Carlotz Largest EPS Surprises

Earnings surprises can significantly impact Carlotz'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.
Fiscal Date
Estimated EPS
Reported EPS
View All Earnings Estimates

Carlotz SEC Filings

SEC filings are important regulatory documents required of all public companies to provide to potential investors. Carlotz prospectus issued under the guidelines of SEC is a legal declaration of facts and statements to ensure that Carlotz investors are not misled. SEC filings are required by law to meet strict transparency standards and other important legal constraints. Although many companies may choose careful wording to disguise some material information, SEC filings make crucial Carlotz specific information freely available to individual and institutional investors to make a timely investment decision.
8th of November 2021
Financial Statements and Exhibits. Results of Operations and Financial Condition
9th of August 2021
Financial Statements and Exhibits. Results of Operations and Financial Condition
4th of August 2021
Unclassified Corporate Event
7th of June 2021
Submission of Matters to a Vote of Security Holders
25th of May 2021
Financial Statements and Exhibits. Other Events. Regulation FD Disclosure. Results of Operations and Financial Condition
10th of May 2021
Financial Statements and Exhibits. Non-Reliance on Previously Issued Financial Statements or a Related Audit Report or Completed Interim Review. Results of Operations and Financial Condition
15th of March 2021
Financial Statements and Exhibits. Results of Operations and Financial Condition
11th of March 2021
Financial Statements and Exhibits. Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant. Termination of a Material Definitive Agreement. Entry into a Material Definitive Agreement

Carlotz Stock Institutional Investors

Have you ever been surprised when a price of an equity instrument such as Carlotz is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Carlotz backward and forwards among themselves. Carlotz's institutional investor refers to the entity that pools money to purchase Carlotz'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.
Security TypeSharesValue
Tremblant Capital GroupCommon Shares6.9 M26.3 M
Blackrock IncCommon Shares4.9 M18.6 M
Vanguard Group IncCommon Shares3.5 M13.5 M
Must Asset Management IncCommon Shares3.5 M13.2 M
Balyasny Asset Management LlcWarrants400 K5.2 M
Geode Capital Management LlcCommon Shares1.3 MM
State Street CorpCommon Shares912.6 K3.5 M
Group One Trading LpCall Options884.9 K3.4 M
Taylor Frigon Capital Management LlcCommon Shares855.8 K3.3 M
Susquehanna International Group LlpPut Options380.2 K1.4 M
Note, although Carlotz's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

Carlotz Market Capitalization

The company currently falls under 'Small-Cap' category with current market capitalization of 367.15 M. Market capitalization usually refers to the total value of a company's stock within the entire market. To calculate Carlotz's market, we take the total number of its shares issued and multiply it by Carlotz's current market price. To manage market risk and economic uncertainty, many investors today build portfolios that are diversified across equities with different market capitalizations. However, as a general rule, conservative investors tend to hold large-cap stocks, and these looking for more risk prefer small-cap and mid-cap equities.

Carlotz Profitablity

Carlotz's profitability indicators refer to fundamental financial ratios that showcase Carlotz's ability to generate income relative to its revenue or operating costs. If, let's say, Carlotz is currently losing money, the management's focus should be on how to reverse that trend. However, when revenue exceeds expenses, Carlotz's executives or investors may be in less hurry to break that information down - which is where profitability analysis comes into play. Gaining a greater understanding of Carlotz's profitability requires more research than a typical breakdown of Carlotz's financial statements. By doing a profitability analysis, companies can identify areas needing attention, and investors can make a profitable trade.
The company has Profit Margin (PM) of (14.14) %, which may suggest that it does not properly executes on its current pricing strategies or is unable to control all of the operational costs. This is way below average. Similarly, it shows Operating Margin (OM) of (51.6) %, which suggests for every $100 dollars of sales, it generated a net operating loss of -0.52.
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) 

Management Efficiency

The entity has return on total asset (ROA) of (41.35) % which means that it has lost $41.35 on every $100 spent on asset. This is way below average. Similarly, it shows return on stockholders equity (ROE) of (27.67) %, meaning that it created substantial loss on money invested by shareholders. Carlotz management efficiency ratios could be used to measure how well carlotz manages its routine affairs as well as how well it operates its assets and liabilities. Return on Average Equity is likely to rise to 1.19 in 2021, whereas Return on Average Assets are likely to drop (0.05)  in 2021. Average Assets is likely to rise to about 172.9 M in 2021, whereas Total Assets are likely to drop slightly above 23.6 M in 2021.
Last ReportedProjected for 2021
Book Value per Share(3.56) (3.84) 
Enterprise Value over EBIT(71.00) (76.61) 
Enterprise Value over EBITDA(75.20) (81.14) 
Price to Book Value(32.32) (34.87) 
Tangible Assets Book Value per Share 7.59  6.34 
Enterprise Value427.4 M458.6 M
Tangible Asset Value28.2 M23.6 M

Technical Drivers

As of the 30th of November, Carlotz shows the risk adjusted performance of (0.07), and Mean Deviation of 2.57. In respect to fundamental indicators, the technical analysis model gives you tools to check existing technical drivers of Carlotz, as well as the relationship between them. Put another way, you can use this information to find out if the firm will indeed mirror its model of historical prices and volume momentum, or the prices will eventually revert. We were able to interpolate and analyze data for nineteen technical drivers for Carlotz, which can be compared to its rivals. Please confirm Carlotz treynor ratio, as well as the relationship between the potential upside and expected short fall to decide if Carlotz is priced correctly, providing market reflects its regular price of 3.04 per share. Given that Carlotz has jensen alpha of (0.35), we suggest you to validate Carlotz's prevailing market performance to make sure the company can sustain itself at a future point.

Carlotz Price Movement Analysis

The output start index for this execution was thirty with a total number of output elements of thirty-one. The Kaufman Adaptive Moving Average allows the user to define Carlotz range across which they want the smoothing. View also all equity analysis or get more info about kaufman adaptive moving average overlap studies indicator.

Carlotz 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 Carlotz insiders, such as employees or executives, is commonly permitted as long as it does not rely on Carlotz'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 Carlotz 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.

Carlotz Predictive Daily Indicators

Carlotz 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 Carlotz 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.

Carlotz Forecast Models

Carlotz time-series forecasting models is one of many Carlotz's stock analysis techniquest aimed to predict future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Carlotz's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the stock market movement and maximize returns from investment trading.

About Carlotz Stock Analysis

Stock analysis is the technique used by a trader or investor to examine and evaluate how Carlotz stock is reacting to, or reflecting on a current stock market direction and economic conditions. It can be used to make informed decisions about market timing, and when buying or selling Carlotz shares will generate the highest return on investment. We also built our stock analysis module to help investors to gain an insight into the world economy as a whole, the stock market, thematic ideas, a specific sector, or an individual stock such as Carlotz. By using and applying Carlotz Stock analysis, traders can create a robust methodology for identifying Carlotz entry and exit points for their positions.
Last ReportedProjected for 2021
EBITDA Margin(0.048) (0.05) 
Gross Margin 0.1  0.09 
Profit Margin(0.07) (0.08) 
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.

Current Carlotz Analysis - Recommendations

We track the performance of the top 100 financial experts across various large and mid-size financial boutiques. Carlotz analyst recommendations are determined by taking all analyst recommendations and averaging them as Strong Buy, Buy, Hold, Strong Sell or Sell. There is no one specific way to measure analysis performance other than comparing it to the past results via a very sophisticated attribution analysis. Carlotz analyst consensus and target price projections should be used in combination with other traditional techniques such as stock price forecasting, technical analysis, earnings estimate, and various momentum models.
Target PriceAdvice# of Analysts
Carlotz current and past analyst recommendations published by a number of research institutions as well as average analyst consensus.
Most Carlotz analysts issue ratings four times a year, at intervals of three months. Ratings are usually accompanied by a target price to helps potential investors understand Carlotz stock's fair price compared to its market value. Analysts arrive at stock ratings after researching public financial statements of Carlotz, talking to its executives and customers, or listening to Carlotz conference calls.
Carlotz Analyst Advice Details

Carlotz Stock Analysis Indicators

Carlotz stock analysis indicators help investors evaluate how Carlotz stock reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing and determine when trading Carlotz shares will generate the highest return on investment. By understating and applying Carlotz stock analysis, traders can identify Carlotz position entry and exit signals to maximize returns.
Quick Ratio4.58
Fifty Two Week Low2.9800
Revenue Growth128.40%
Shares Short Prior Month5.15M
Average Daily Volume Last 10 Day1.89M
Average Daily Volume In Three Month2.22M
Shares Percent Shares Out4.58%
Gross Margins5.03%
Short Percent Of Float9.51%
Forward Price Earnings-5.47
Float Shares57.39M
Fifty Two Week High12.9000
Enterprise Value To Ebitda-1.85
Fifty Day Average3.7100
Two Hundred Day Average5.5587
Enterprise Value To Revenue0.95
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 Bond Directory module to find actively traded corporate debentures issued by US companies.

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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.