Carlsberg (Germany) Buy Hold or Sell Recommendation
| CBGA Stock | EUR 109.50 3.00 2.67% |
Assuming the 90 days trading horizon and your above-average risk tolerance, our recommendation regarding Carlsberg AS is 'Cautious Hold'. Macroaxis provides Carlsberg buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding CBGA positions.
Check out Carlsberg Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. Note, we conduct extensive research on individual companies such as Carlsberg and provide practical buy, sell, or hold advice based on investors' constraints. Carlsberg AS. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in nation.
Carlsberg |
Execute Carlsberg Buy or Sell Advice
The Carlsberg recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Carlsberg AS. Macroaxis does not own or have any residual interests in Carlsberg AS or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Carlsberg's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Cautious Hold
Market Performance | Very Weak | Details | |
Volatility | Very steady | Details | |
Hype Condition | Stale | Details | |
Current Valuation | Fairly Valued | Details | |
Odds Of Distress | Below Average | Details | |
Economic Sensitivity | Slowly supersedes the market | Details | |
Analyst Consensus | Not Available | Details | |
Reporting Quality (M-Score) | Inapplicable | Details |
Carlsberg Trading Alerts and Improvement Suggestions
| Carlsberg AS generated a negative expected return over the last 90 days | |
| Carlsberg AS has accumulated 21.66 B in total debt with debt to equity ratio (D/E) of 56.3, indicating the company may have difficulties to generate enough cash to satisfy its financial obligations. Carlsberg AS has a current ratio of 0.53, indicating that it has a negative working capital and may not be able to pay financial obligations in time and when they become due. Debt can assist Carlsberg until it has trouble settling it off, either with new capital or with free cash flow. So, Carlsberg's shareholders could walk away with nothing if the company can't fulfill its legal obligations to repay debt. However, a more frequent occurrence is when companies like Carlsberg AS sell additional shares at bargain prices, diluting existing shareholders. Debt, in this case, can be an excellent and much better tool for Carlsberg to invest in growth at high rates of return. When we think about Carlsberg's use of debt, we should always consider it together with cash and equity. | |
| The entity reported the revenue of 70.27 B. Net Loss for the year was (1.06 B) with profit before overhead, payroll, taxes, and interest of 32.07 B. | |
| About 98.0% of Carlsberg shares are held by company insiders |
Carlsberg Returns Distribution Density
The distribution of Carlsberg's historical returns is an attempt to chart the uncertainty of Carlsberg's future price movements. The chart of the probability distribution of Carlsberg daily returns describes the distribution of returns around its average expected value. We use Carlsberg AS price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Carlsberg returns is essential to provide solid investment advice for Carlsberg.
| Mean Return | -0.36 | Value At Risk | -3.09 | Potential Upside | 2.48 | Standard Deviation | 1.77 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Carlsberg historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.
Carlsberg Greeks
Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Carlsberg or Consumer Defensive sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Carlsberg's price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Carlsberg stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α | Alpha over Dow Jones | -0.38 | |
β | Beta against Dow Jones | 0.34 | |
σ | Overall volatility | 1.75 | |
Ir | Information ratio | -0.23 |
Carlsberg Volatility Alert
Carlsberg AS exhibits very low volatility with skewness of 0.16 and kurtosis of -0.21. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Carlsberg's stock risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Carlsberg's stock price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.Carlsberg Fundamentals Vs Peers
Comparing Carlsberg's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Carlsberg's direct or indirect competition across all of the common fundamentals between Carlsberg and the related equities. This way, we can detect undervalued stocks with similar characteristics as Carlsberg or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of Carlsberg's fundamental indicators could also be used in its relative valuation, which is a method of valuing Carlsberg by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Carlsberg to competition |
| Fundamentals | Carlsberg | Peer Average |
| Return On Equity | 0.2 | -0.31 |
| Return On Asset | 0.0538 | -0.14 |
| Profit Margin | (0.02) % | (1.27) % |
| Operating Margin | 0.15 % | (5.51) % |
| Current Valuation | 20.83 B | 16.62 B |
| Shares Outstanding | 33.7 M | 571.82 M |
| Shares Owned By Insiders | 98.14 % | 10.09 % |
| Shares Owned By Institutions | 0.16 % | 39.21 % |
| Price To Earning | 90.50 X | 28.72 X |
| Price To Book | 4.66 X | 9.51 X |
| Price To Sales | 0.25 X | 11.42 X |
| Revenue | 70.27 B | 9.43 B |
| Gross Profit | 32.07 B | 27.38 B |
| EBITDA | 14.85 B | 3.9 B |
| Net Income | (1.06 B) | 570.98 M |
| Cash And Equivalents | 894.52 M | 2.7 B |
| Cash Per Share | 5.87 X | 5.01 X |
| Total Debt | 21.66 B | 5.32 B |
| Debt To Equity | 56.30 % | 48.70 % |
| Current Ratio | 0.54 X | 2.16 X |
| Book Value Per Share | 232.28 X | 1.93 K |
| Cash Flow From Operations | 12.95 B | 971.22 M |
| Earnings Per Share | 6.78 X | 3.12 X |
| Price To Earnings To Growth | 4.44 X | 4.89 X |
| Number Of Employees | 31 K | 18.84 K |
| Beta | 0.58 | -0.15 |
| Market Capitalization | 18.15 B | 19.03 B |
| Total Asset | 115.34 B | 29.47 B |
| Annual Yield | 0.02 % | |
| Five Year Return | 1.69 % | |
| Net Asset | 115.34 B | |
| Last Dividend Paid | 27.0 |
Carlsberg Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Carlsberg . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
About Carlsberg Buy or Sell Advice
When is the right time to buy or sell Carlsberg AS? Buying financial instruments such as Carlsberg Stock isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.
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Other Information on Investing in Carlsberg Stock
Carlsberg financial ratios help investors to determine whether Carlsberg Stock is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Carlsberg with respect to the benefits of owning Carlsberg security.