Carlton Investments (Australia) Performance
| CIN Stock | 30.93 0.10 0.32% |
Carlton Investments has a performance score of 5 on a scale of 0 to 100. The firm shows a Beta (market volatility) of 0.35, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Carlton Investments' returns are expected to increase less than the market. However, during the bear market, the loss of holding Carlton Investments is expected to be smaller as well. Carlton Investments right now shows a risk of 1.06%. Please confirm Carlton Investments jensen alpha, sortino ratio, maximum drawdown, as well as the relationship between the total risk alpha and treynor ratio , to decide if Carlton Investments will be following its price patterns.
Risk-Adjusted Performance
Modest
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Carlton Investments are ranked lower than 5 (%) of all global equities and portfolios over the last 90 days. In spite of comparatively stable basic indicators, Carlton Investments is not utilizing all of its potentials. The newest stock price uproar, may contribute to short-horizon losses for the private investors. ...more
Forward Dividend Yield 0.0349 | Payout Ratio 0.698 | Last Split Factor 2:1 | Forward Dividend Rate 1.08 | Ex Dividend Date 2025-02-28 |
1 | Marriott Expands Luxury Footprint With Ritz-Carlton Bangkok Launch - MSN | 01/10/2025 |
2 | Ready Capital Ritz-Carlton Portland Loan And Trump Administrations Potential View On SBA Loans Spell Trouble - Seeking Alpha | 02/21/2025 |
3 | Carlton Hofferkamp Jenks Wealth Management LLC Decreases Stock Holdings in Enterprise Products Partners L.P. - MarketBeat | 03/07/2025 |
4 | Kenvues Lawson Carlton sells shares worth 3,813 - Investing.com | 03/14/2025 |
| Begin Period Cash Flow | 3.1 M |
Carlton |
Carlton Investments Relative Risk vs. Return Landscape
If you would invest 2,973 in Carlton Investments on December 24, 2024 and sell it today you would earn a total of 120.00 from holding Carlton Investments or generate 4.04% return on investment over 90 days. Carlton Investments is generating 0.0704% of daily returns assuming 1.0638% volatility of returns over the 90 days investment horizon. Simply put, 9% of all stocks have less volatile historical return distribution than Carlton Investments, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Carlton Investments Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Carlton Investments' investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Carlton Investments, and traders can use it to determine the average amount a Carlton Investments' 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 = 0.0662
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | CIN | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.06 actual daily | 9 91% of assets are more volatile |
Expected Return
| 0.07 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.07 actual daily | 5 95% of assets perform better |
Based on monthly moving average Carlton Investments is performing at about 5% 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 Carlton Investments by adding it to a well-diversified portfolio.
Carlton Investments Fundamentals Growth
Carlton Stock prices reflect investors' perceptions of the future prospects and financial health of Carlton Investments, and Carlton Investments 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 Carlton Stock performance.
| Return On Equity | 0.0445 | ||||
| Return On Asset | 0.0241 | ||||
| Profit Margin | 0.94 % | ||||
| Operating Margin | 0.98 % | ||||
| Current Valuation | 789.18 M | ||||
| Shares Outstanding | 26.43 M | ||||
| Price To Book | 0.91 X | ||||
| Price To Sales | 19.75 X | ||||
| Revenue | 41.58 M | ||||
| Gross Profit | 42.01 M | ||||
| EBITDA | 40.65 M | ||||
| Net Income | 38.77 M | ||||
| Total Debt | 166 K | ||||
| Book Value Per Share | 34.03 X | ||||
| Cash Flow From Operations | 39.67 M | ||||
| Earnings Per Share | 1.49 X | ||||
| Total Asset | 1.05 B | ||||
| Retained Earnings | 401.59 M | ||||
About Carlton Investments Performance
Assessing Carlton Investments' fundamental ratios provides investors with valuable insights into Carlton Investments' financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the Carlton Investments is effectively leveraging its assets and equity to generate significant profits, making it an appealing investment. Conversely, low Return on Assets could signal underlying management issues in assets and equity, indicating a necessity for operational refinements. Please also refer to our technical analysis and fundamental analysis pages.
Carlton Investments is entity of Australia. It is traded as Stock on AU exchange.Things to note about Carlton Investments performance evaluation
Checking the ongoing alerts about Carlton Investments for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Carlton Investments help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| About 68.0% of the company shares are held by company insiders | |
| Latest headline from news.google.com: Kenvues Lawson Carlton sells shares worth 3,813 - Investing.com |
- Analyzing Carlton Investments' 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 Carlton Investments' stock is overvalued or undervalued compared to its peers.
- Examining Carlton Investments' 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 Carlton Investments' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Carlton Investments' management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Carlton Investments' stock. These opinions can provide insight into Carlton Investments' potential for growth and whether the stock is currently undervalued or overvalued.
Additional Tools for Carlton Stock Analysis
When running Carlton Investments' price analysis, check to measure Carlton Investments' 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 Carlton Investments is operating at the current time. Most of Carlton Investments' value examination focuses on studying past and present price action to predict the probability of Carlton Investments' future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Carlton Investments' price. Additionally, you may evaluate how the addition of Carlton Investments to your portfolios can decrease your overall portfolio volatility.