(CARR) Carrier Global - Ratings and Ratios
Heating, Ventilation, AirConditioning, Refrigeration
CARR EPS (Earnings per Share)
CARR Revenue
Description: CARR Carrier Global
Carrier Global Corp (NYSE:CARR) is a leading provider of intelligent climate and energy solutions worldwide, operating through two main segments: Heating, Ventilating and Air Conditioning (HVAC) and Refrigeration. The company offers a comprehensive range of products, services, and digital solutions to meet the needs of residential and commercial customers, including air conditioners, heating systems, heat pumps, and transport refrigeration products.
The HVAC segment is a significant contributor to the companys revenue, providing products and services that cater to the growing demand for energy-efficient and sustainable building solutions. The Refrigeration segment also plays a crucial role, offering transport refrigeration and monitoring products and services that are essential for the logistics and transportation industries. Carrier Global Corps diverse brand portfolio, including Carrier, Viessmann, and Bryant, enables the company to maintain a strong market presence across various regions.
From a financial perspective, Carrier Global Corp has demonstrated strong performance, with a market capitalization of $64.86 billion and a return on equity (ROE) of 40.76%. The companys price-to-earnings (P/E) ratio is 50.43, indicating a relatively high valuation compared to its earnings. However, the forward P/E ratio is 24.88, suggesting that the companys earnings are expected to grow in the future. To further evaluate the companys performance, key performance indicators (KPIs) such as revenue growth, operating margin, and debt-to-equity ratio can be analyzed. For instance, a high operating margin would indicate the companys ability to maintain profitability, while a low debt-to-equity ratio would suggest a healthy balance sheet.
Some key metrics to monitor Carrier Global Corps performance include its ability to maintain a strong backlog, execute on its digital transformation initiatives, and expand its presence in emerging markets. Additionally, the companys commitment to sustainability and energy efficiency is likely to be a key driver of growth, as governments and consumers increasingly prioritize environmental concerns. By analyzing these KPIs and staying up-to-date on industry trends, investors can gain a deeper understanding of Carrier Global Corps prospects and make informed investment decisions.
CARR Stock Overview
| Market Cap in USD | 54,014m |
| Sub-Industry | Building Products |
| IPO / Inception | 2020-04-03 |
CARR Stock Ratings
| Growth Rating | 32.0% |
| Fundamental | 53.9% |
| Dividend Rating | 66.1% |
| Return 12m vs S&P 500 | -33.5% |
| Analyst Rating | 4.04 of 5 |
CARR Dividends
| Dividend Yield 12m | 1.33% |
| Yield on Cost 5y | 3.13% |
| Annual Growth 5y | 23.21% |
| Payout Consistency | 100.0% |
| Payout Ratio | 30.0% |
CARR Growth Ratios
| Growth Correlation 3m | -80.1% |
| Growth Correlation 12m | -40.9% |
| Growth Correlation 5y | 81.9% |
| CAGR 5y | 19.28% |
| CAGR/Max DD 3y | 0.60 |
| CAGR/Mean DD 3y | 2.66 |
| Sharpe Ratio 12m | -1.45 |
| Alpha | 0.00 |
| Beta | 0.967 |
| Volatility | 32.20% |
| Current Volume | 7077.7k |
| Average Volume 20d | 5909.3k |
| Stop Loss | 58.5 (-3.7%) |
| Signal | -0.39 |
Piotroski VR‑10 (Strict, 0-10) 5.0
| Net Income (4.02b TTM) > 0 and > 6% of Revenue (6% = 1.35b TTM) |
| FCFTA 0.01 (>2.0%) and ΔFCFTA -4.20pp (YES ≥ +1.0pp, WARN ≥ +0.5pp) |
| NWC/Revenue 5.80% (prev 4.20%; Δ 1.60pp) (YES ≤20% & Δ≤-1pp; WARN ≤25% & Δ≤0 oder ≤40% & Δ≤-3pp) |
| CFO/TA 0.03 (>3.0%) and CFO 995.0m <= Net Income 4.02b (YES >=105%, WARN >=100%) |
| Net Debt (10.09b) to EBITDA (3.62b) ratio: 2.79 <= 3.0 (WARN <= 3.5) |
| Current Ratio 1.17 (target 1.5–3.0; WARN 1.2–<1.5 or >3.0–5.0; CFO/TA gate active) |
| Outstanding Shares last Quarter (866.3m) change vs 12m ago -5.32% (target <= -2.0% for YES) |
| Gross Margin 27.89% (prev 27.59%; Δ 0.31pp) >=18% & Δ>=+0.5pp (WARN >=15% & Δ>=0) |
| Asset Turnover 56.93% (prev 52.92%; Δ 4.01pp) >=50% & Δ>=+2pp (WARN >=35% & Δ>=0) |
| Interest Coverage Ratio 5.02 (EBITDA TTM 3.62b / Interest Expense TTM 476.0m) >= 6 (WARN >= 3) |
Altman Z'' 2.20
| (A) 0.03 = (Total Current Assets 9.13b - Total Current Liabilities 7.83b) / Total Assets 38.49b |
| (B) 0.32 = Retained Earnings (Balance) 12.29b / Total Assets 38.49b |
| (C) 0.06 = EBIT TTM 2.39b / Avg Total Assets 39.46b |
| (D) 0.51 = Book Value of Equity 11.89b / Total Liabilities 23.48b |
| Total Rating: 2.20 = (6.56 * A) + (3.26 * B) + (6.72 * C) + (1.05 * D) |
ValueRay F-Score (Strict, 0-100) 53.91
| 1. Piotroski 5.0pt = 0.0 |
| 2. FCF Yield 0.85% = 0.43 |
| 3. FCF Margin 2.41% = 0.60 |
| 4. Debt/Equity 0.78 = 2.21 |
| 5. Debt/Ebitda 3.16 = -1.98 |
| 6. ROIC - WACC (= -3.13)% = -3.91 |
| 7. RoE 28.03% = 2.34 |
| 8. Rev. Trend 31.63% = 2.37 |
| 9. EPS Trend 37.06% = 1.85 |
What is the price of CARR shares?
Over the past week, the price has changed by -2.85%, over one month by -8.68%, over three months by -12.73% and over the past year by -21.16%.
Is Carrier Global a good stock to buy?
Based on momentum, paid dividends and discounted-cash-flow analyses, the fair value of CARR is around 57.58 USD . This means that CARR is currently overvalued and has a potential downside of -5.17%.
Is CARR a buy, sell or hold?
- Strong Buy: 11
- Buy: 5
- Hold: 8
- Sell: 1
- Strong Sell: 0
What are the forecasts/targets for the CARR price?
| Issuer | Target | Up/Down from current |
|---|---|---|
| Wallstreet Target Price | 82.9 | 36.5% |
| Analysts Target Price | 82.9 | 36.5% |
| ValueRay Target Price | 63.9 | 5.3% |
Last update: 2025-09-11 04:34
CARR Fundamental Data Overview
CCE Cash And Equivalents = 1.80b USD (Cash And Short Term Investments, last quarter)
P/E Trailing = 36.477
P/E Forward = 19.0114
P/S = 2.4046
P/B = 3.7968
P/EG = 15.8478
Beta = 1.249
Revenue TTM = 22.46b USD
EBIT TTM = 2.39b USD
EBITDA TTM = 3.62b USD
Long Term Debt = 11.34b USD (from longTermDebt, last quarter)
Short Term Debt = 107.0m USD (from shortTermDebt, last quarter)
Debt = 11.44b USD (Calculated: Short Term 107.0m + Long Term 11.34b)
Net Debt = 10.09b USD (from netDebt column, last quarter)
Enterprise Value = 63.66b USD (54.01b + Debt 11.44b - CCE 1.80b)
Interest Coverage Ratio = 5.02 (Ebit TTM 2.39b / Interest Expense TTM 476.0m)
FCF Yield = 0.85% (FCF TTM 542.0m / Enterprise Value 63.66b)
FCF Margin = 2.41% (FCF TTM 542.0m / Revenue TTM 22.46b)
Net Margin = 17.89% (Net Income TTM 4.02b / Revenue TTM 22.46b)
Gross Margin = 27.89% ((Revenue TTM 22.46b - Cost of Revenue TTM 16.20b) / Revenue TTM)
Tobins Q-Ratio = 5.35 (Enterprise Value 63.66b / Book Value Of Equity 11.89b)
Interest Expense / Debt = 1.00% (Interest Expense 115.0m / Debt 11.44b)
Taxrate = 46.70% (1.06b / 2.27b)
NOPAT = 1.27b (EBIT 2.39b * (1 - 46.70%))
Current Ratio = 1.17 (Total Current Assets 9.13b / Total Current Liabilities 7.83b)
Debt / Equity = 0.78 (Debt 11.44b / last Quarter total Stockholder Equity 14.71b)
Debt / EBITDA = 3.16 (Net Debt 10.09b / EBITDA 3.62b)
Debt / FCF = 21.11 (Debt 11.44b / FCF TTM 542.0m)
Total Stockholder Equity = 14.33b (last 4 quarters mean)
RoA = 10.44% (Net Income 4.02b, Total Assets 38.49b )
RoE = 28.03% (Net Income TTM 4.02b / Total Stockholder Equity 14.33b)
RoCE = 9.31% (Ebit 2.39b / (Equity 14.33b + L.T.Debt 11.34b))
RoIC = 4.87% (NOPAT 1.27b / Invested Capital 26.17b)
WACC = 8.00% (E(54.01b)/V(65.46b) * Re(9.58%)) + (D(11.44b)/V(65.46b) * Rd(1.00%) * (1-Tc(0.47)))
Shares Correlation 3-Years: 36.93 | Cagr: 0.10%
Discount Rate = 9.58% (= CAPM, Blume Beta Adj.)
[DCF Debug] Terminal Value 73.85% ; FCFE base≈1.23b ; Y1≈1.31b ; Y5≈1.56b
Fair Price DCF = 24.57 (DCF Value 20.91b / Shares Outstanding 851.0m; 5y FCF grow 6.66% → 3.0% )
EPS Correlation: 37.06 | EPS CAGR: 10.45% | SUE: 0.43 | # QB: 0
Revenue Correlation: 31.63 | Revenue CAGR: 4.26% | SUE: 0.03 | # QB: 0
Additional Sources for CARR Stock
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