Carlsberg (Denmark) Performance
| CARL-A Stock | DKK 978.00 20.00 2.09% |
On a scale of 0 to 100, Carlsberg holds a performance score of 6. The firm shows a Beta (market volatility) of -1.13, which signifies a somewhat significant risk relative to the market. As the market becomes more bullish, returns on owning Carlsberg are expected to decrease slowly. On the other hand, during market turmoil, Carlsberg is expected to outperform it slightly. Please check Carlsberg's jensen alpha, sortino ratio, maximum drawdown, as well as the relationship between the total risk alpha and treynor ratio , to make a quick decision on whether Carlsberg's price patterns will revert.
Risk-Adjusted Performance
Modest
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Carlsberg AS are ranked lower than 6 (%) of all global equities and portfolios over the last 90 days. Despite somewhat weak basic indicators, Carlsberg sustained solid returns over the last few months and may actually be approaching a breakup point. ...more
| Begin Period Cash Flow | 8.3 B |
Carlsberg |
Carlsberg Relative Risk vs. Return Landscape
If you would invest 80,690 in Carlsberg AS on December 23, 2024 and sell it today you would earn a total of 17,110 from holding Carlsberg AS or generate 21.2% return on investment over 90 days. Carlsberg AS is generating 0.4671% of daily returns and assumes 5.724% volatility on return distribution over the 90 days horizon. Simply put, 51% of stocks are less volatile than Carlsberg, and 91% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Carlsberg Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Carlsberg's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Carlsberg AS, and traders can use it to determine the average amount a Carlsberg's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.0816
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Estimated Market Risk
| 5.72 actual daily | 51 51% of assets are less volatile |
Expected Return
| 0.47 actual daily | 9 91% of assets have higher returns |
Risk-Adjusted Return
| 0.08 actual daily | 6 94% of assets perform better |
Based on monthly moving average Carlsberg is performing at about 6% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Carlsberg by adding it to a well-diversified portfolio.
Carlsberg Fundamentals Growth
Carlsberg Stock prices reflect investors' perceptions of the future prospects and financial health of Carlsberg, and Carlsberg fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Carlsberg Stock performance.
| Return On Equity | 0.2 | |||
| Return On Asset | 0.0538 | |||
| Profit Margin | (0.02) % | |||
| Operating Margin | 0.15 % | |||
| Current Valuation | 153.11 B | |||
| Shares Outstanding | 33.7 M | |||
| Price To Earning | 25.30 X | |||
| Price To Book | 4.88 X | |||
| Price To Sales | 1.84 X | |||
| Revenue | 70.27 B | |||
| EBITDA | 14.85 B | |||
| Cash And Equivalents | 5.59 B | |||
| Cash Per Share | 36.66 X | |||
| Total Debt | 21.66 B | |||
| Debt To Equity | 50.00 % | |||
| Book Value Per Share | 232.28 X | |||
| Cash Flow From Operations | 12.95 B | |||
| Earnings Per Share | 50.01 X | |||
| Total Asset | 115.34 B | |||
| Retained Earnings | 75.9 B | |||
| Current Asset | 20.61 B | |||
| Current Liabilities | 35.09 B | |||
About Carlsberg Performance
By analyzing Carlsberg's fundamental ratios, stakeholders can gain valuable insights into Carlsberg's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Carlsberg has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Carlsberg has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
Carlsberg AS produces and sells beer and other beverage products in Western Europe, Eastern Europe, and Asia. The company was founded in 1847 and is based in Copenhagen, Denmark. Carlsberg operates under Beverages - Brewers classification in Denmark and is traded on Copenhagen Stock Exchange. It employs 40000 people.Things to note about Carlsberg AS performance evaluation
Checking the ongoing alerts about Carlsberg for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Carlsberg AS help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Carlsberg AS had very high historical volatility over the last 90 days | |
| Carlsberg AS has accumulated 21.66 B in total debt with debt to equity ratio (D/E) of 50.0, indicating the company may have difficulties to generate enough cash to satisfy its financial obligations. Carlsberg AS has a current ratio of 0.51, 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 |
- Analyzing Carlsberg's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Carlsberg's stock is overvalued or undervalued compared to its peers.
- Examining Carlsberg's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Carlsberg's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Carlsberg's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Carlsberg's stock. These opinions can provide insight into Carlsberg's potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for Carlsberg Stock analysis
When running Carlsberg's price analysis, check to measure Carlsberg'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 Carlsberg is operating at the current time. Most of Carlsberg's value examination focuses on studying past and present price action to predict the probability of Carlsberg's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Carlsberg's price. Additionally, you may evaluate how the addition of Carlsberg to your portfolios can decrease your overall portfolio volatility.
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