Carrier Global Corp. (CARR) Stock Recommendation | Score, Valuation, Technicals & Financial Trend

Score

Click here to find our call on this stock

Strong Sell

Sell

Hold

Buy

Strong Buy

MarketsMojo — Loved in India, Now Global

The power of Mojo is now in 29 countries. Explore global equities with the same cutting-edge features you love.Unlock 29 Markets

Comparison

Company

Score

Quality

Valuation

Financial

Technical

Lam Research Corp.

Trane Technologies Plc

Parker-Hannifin Corp.

Xylem, Inc.

Applied Materials, Inc.

GE Aerospace

Dover Corp.

Illinois Tool Works Inc.

Johnson Controls International Plc

Ingersoll Rand, Inc.

Carrier Global Corp.

Why is Carrier Global Corp. ?

Negative results in Jun 25

OPERATING CASH FLOW(Y) Lowest at USD 995 MM
ROCE(HY) Lowest at 10.79%
PRE-TAX PROFIT(Q) At USD 868 MM has Fallen at -38.51%

With ROCE of 12.10%, it has a attractive valuation with a 3.03 Enterprise value to Capital Employed

The stock is trading at a discount compared to its peers' average historical valuations
Over the past year, while the stock has generated a return of -27.73%, its profits have risen by 145.1% ; the PEG ratio of the company is 0.1

Below par performance in long term as well as near term

Along with generating -27.73% returns in the last 1 year, the stock has also underperformed S&P 500 in the last 3 years, 1 year and 3 months

Real-Time Research Report

Verdict Report

How much should you sell?

All quantity irrespective of whether you are making profits or losses

(If sector exposure > 30%, please use optimiser tool to see which are the best stocks to hold in Industrial Manufacturing)

When to re-enter? - We will constantly monitor the company and review our call based on new data

Is Carrier Global Corp. for you?

Medium Risk, Low Return

Absolute

Risk Adjusted

Volatility

Carrier Global Corp.

-27.7%

-0.37

34.45%

S&P 500

13.22%

0.64

20.20%

Quality

Management Risk

Growth

Capital Structure

Quality grade scale :

Below Average, Average, Good, Excellent

Quality key factors

Factor

Value

Sales Growth (5y)

5.51%

EBIT Growth (5y)

8.48%

EBIT to Interest (avg)

7.70

Debt to EBITDA (avg)

2.69

Net Debt to Equity (avg)

0.68

Sales to Capital Employed (avg)

1.01

Tax Ratio

39.04%

Dividend Payout Ratio

169.37%

Pledged Shares

Institutional Holding

86.71%

ROCE (avg)

17.74%

ROE (avg)

29.02%

Valuation

Valuation Scorecard

Valuation grade scale :

Very Risky, Risky, Very Expensive, Expensive, Fair, Attractive, Very Attractive

Valuation Key Factors

Factor

Value

P/E Ratio

Industry P/E

Price to Book Value

4.42

EV to EBIT

25.07

EV to EBITDA

17.50

EV to Capital Employed

3.03

EV to Sales

3.07

PEG Ratio

0.11

Dividend Yield

144.14%

ROCE (Latest)

12.10%

ROE (Latest)

24.96%

Technicals

Technical key factors

Indicator

Weekly

Monthly

MACD

Bearish

Mildly Bearish

RSI

No Signal

Bollinger Bands

Mildly Bearish

Bearish

Moving Averages

Bearish (Daily)

KST

Bearish

Mildly Bearish

Dow Theory

Mildly Bearish

OBV

No Trend

Mildly Bearish

Technical Indicator Scale: Bearish, Mildly Bearish, Sideways, Mildly Bullish, Bullish Turned

Technical Movement

Analyse All Technical Factors

Financial Trend

Financial Trend Scorecard

Financial Trend scale:

Very Negative, Negative, Flat, Positive, Very Positive, Outstanding

6What is working for the Company

DIVIDEND PER SHARE(HY)

Highest at USD 6.09

INTEREST COVERAGE RATIO(Q)

Highest at 1,041.74

RAW MATERIAL COST(Y)

Fallen by -8.97% (YoY

OPERATING PROFIT(Q)

Highest at USD 1,198 MM

-16What is not working for the Company

OPERATING CASH FLOW(Y)

Lowest at USD 995 MM

ROCE(HY)

Lowest at 10.79%

PRE-TAX PROFIT(Q)

At USD 868 MM has Fallen at -38.51%

INVENTORY TURNOVER RATIO(HY)

Lowest at 5.46 times

NET PROFIT(Q)

At USD 652.83 MM has Fallen at -21.79%

Here's what is working for Carrier Global Corp.

Interest Coverage Ratio

Highest at 1,041.74

in the last five periods

MOJO Watch

The company's ability to manage interest payments is improving

Operating Profit to Interest

Dividend per share

Highest at USD 6.09 and Grown

In each year in the last five years

MOJO Watch

Company is distributing higher dividend from profits generated

DPS (USD)

Operating Profit

Highest at USD 1,198 MM

in the last five periods

MOJO Watch

Near term Operating Profit trend is positive

Operating Profit (USD MM)

Raw Material Cost

Fallen by -8.97% (YoY)

MOJO Watch

The company's ability to pass on the cost of raw materials to customers has improved; this may lead to a rise in profit margin

Raw Material Cost as a percentage of Sales

Here's what is not working for Carrier Global Corp.

Pre-Tax Profit

At USD 868 MM has Fallen at -38.51%

over average net sales of the previous four periods of USD 1,411.5 MM

MOJO Watch

Near term Pre-Tax Profit trend is very negative

Pre-Tax Profit (USD MM)

Operating Cash Flow

Lowest at USD 995 MM

in the last three years

MOJO Watch

The company's cash revenues from business operations are falling

Operating Cash Flows (USD MM)

Net Profit

At USD 652.83 MM has Fallen at -21.79%

over average net sales of the previous four periods of USD 834.75 MM

MOJO Watch

Near term Net Profit trend is negative

Net Profit (USD MM)

Inventory Turnover Ratio

Lowest at 5.46 times

in the last five Semi-Annual periods

MOJO Watch

Company's pace of selling inventory has slowed

Inventory Turnover Ratio