Carters Stock Performance
| CRI Stock | USD 43.63 0.04 0.09% |
The firm shows a Beta (market volatility) of 0.28, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Carters' returns are expected to increase less than the market. However, during the bear market, the loss of holding Carters is expected to be smaller as well. At this point, Carters has a negative expected return of -0.34%. Please make sure to confirm Carters' potential upside, as well as the relationship between the rate of daily change and period momentum indicator , to decide if Carters performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Carters has generated negative risk-adjusted returns adding no value to investors with long positions. Despite unsteady performance in the last few months, the Stock's basic indicators remain fairly strong which may send shares a bit higher in March 2025. The recent confusion may also be a sign of long-lasting up-swing for the firm traders. ...more
Actual Historical Performance (%)
One Day Return (16.12) | Five Day Return (15.61) | Year To Date Return (18.84) | Ten Year Return (49.98) | All Time Return 254.46 |
Forward Dividend Yield 0.0615 | Payout Ratio | Last Split Factor 2:1 | Forward Dividend Rate 3.2 | Dividend Date 2024-12-06 |
| Carters dividend paid on 6th of December 2024 | 12/06/2024 |
2 | Acquisition by Richard Westenberger of 5878 shares of Carters subject to Rule 16b-3 | 01/10/2025 |
3 | Acquisition by Karen Smith of 68 shares of Carters subject to Rule 16b-3 | 01/31/2025 |
4 | Carters Delivers Big Style for Tiny Trendsetters with Debut of New Spring-Summer 2025 Collections | 02/06/2025 |
5 | Disposition of 1255 shares by Richard Westenberger of Carters at 52.21 subject to Rule 16b-3 | 02/10/2025 |
6 | JPMorgan Chase Co. Reduces Stake in Carters Inc. | 02/12/2025 |
7 | Disposition of 768 shares by Richard Westenberger of Carters at 52.88 subject to Rule 16b-3 | 02/14/2025 |
8 | Carters, Inc. to Report Fourth Quarter and Fiscal Year 2024 Results on Tuesday, February 25, 2025 | 02/18/2025 |
9 | Carters Inc Announces Upcoming Fourth Quarter and Fiscal Year 2024 Results | 02/19/2025 |
10 | Carters Stock Drops on Disappointing Q4 Results | 02/25/2025 |
| Begin Period Cash Flow | 211.7 M |
Carters |
Carters Relative Risk vs. Return Landscape
If you would invest 5,457 in Carters on November 28, 2024 and sell it today you would lose (1,090) from holding Carters or give up 19.97% of portfolio value over 90 days. Carters is generating negative expected returns assuming volatility of 2.7939% on return distribution over 90 days investment horizon. In other words, 24% of stocks are less volatile than Carters, and above 99% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
Carters Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Carters' investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Carters, and traders can use it to determine the average amount a Carters' 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 = -0.1225
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | CRI |
Estimated Market Risk
| 2.79 actual daily | 24 76% of assets are more volatile |
Expected Return
| -0.34 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.12 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Carters is not performing at its full potential. However, 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 Carters by adding Carters to a well-diversified portfolio.
Carters Fundamentals Growth
Carters Stock prices reflect investors' perceptions of the future prospects and financial health of Carters, and Carters 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 Carters Stock performance.
| Return On Equity | 0.29 | ||||
| Return On Asset | 0.0818 | ||||
| Profit Margin | 0.08 % | ||||
| Operating Margin | 0.10 % | ||||
| Current Valuation | 2.81 B | ||||
| Shares Outstanding | 36.04 M | ||||
| Price To Earning | 11.65 X | ||||
| Price To Book | 2.26 X | ||||
| Price To Sales | 0.55 X | ||||
| Revenue | 2.95 B | ||||
| Gross Profit | 1.37 B | ||||
| EBITDA | 400.35 M | ||||
| Net Income | 232.5 M | ||||
| Cash And Equivalents | 211.75 M | ||||
| Cash Per Share | 5.93 X | ||||
| Total Debt | 1.08 B | ||||
| Debt To Equity | 1.41 % | ||||
| Current Ratio | 2.09 X | ||||
| Book Value Per Share | 23.01 X | ||||
| Cash Flow From Operations | 529.13 M | ||||
| Earnings Per Share | 5.12 X | ||||
| Market Capitalization | 1.57 B | ||||
| Total Asset | 2.38 B | ||||
| Retained Earnings | 868.8 M | ||||
| Working Capital | 589.38 M | ||||
| Current Asset | 1.13 B | ||||
| Current Liabilities | 262.72 M | ||||
About Carters Performance
By evaluating Carters' fundamental ratios, stakeholders can gain valuable insights into Carters' financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Carters 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 Carters has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | 156.16 | 83.30 | |
| Return On Tangible Assets | 0.13 | 0.09 | |
| Return On Capital Employed | 0.20 | 0.13 | |
| Return On Assets | 0.10 | 0.06 | |
| Return On Equity | 0.31 | 0.33 |
Things to note about Carters performance evaluation
Checking the ongoing alerts about Carters for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Carters help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Carters generated a negative expected return over the last 90 days | |
| Over 97.0% of the company shares are held by institutions such as insurance companies | |
| Latest headline from gurufocus.com: Carters Stock Drops on Disappointing Q4 Results |
- Analyzing Carters' 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 Carters' stock is overvalued or undervalued compared to its peers.
- Examining Carters' 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 Carters' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Carters' management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Carters' stock. These opinions can provide insight into Carters' potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for Carters Stock analysis
When running Carters' price analysis, check to measure Carters' 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 Carters is operating at the current time. Most of Carters' value examination focuses on studying past and present price action to predict the probability of Carters' future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Carters' price. Additionally, you may evaluate how the addition of Carters to your portfolios can decrease your overall portfolio volatility.
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