CRS:NYE-Carpenter Technology Corporation (USD)

EQUITY | Metal Fabrication | New York Stock Exchange

Last Closing

USD 109.58

Change

+2.52 (+2.35)%

Market Cap

USD 1.73B

Volume

3.30M

Analyst Target

USD 27.00
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Carpenter Technology Corp is engaged in the manufacturing, fabrication and distribution of specialty metals. The Company operates in two business segments: Specialty Alloys Operations and Performance Engineered Products.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-06-28 )

Largest Industry Peers for Metal Fabrication

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IIIN Insteel Industries Inc

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MEC Mayville Engineering Co Inc

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TG Tredegar Corporation

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AP Ampco-Pittsburgh Corporation

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ETFs Containing CRS

PSCM Invesco S&P SmallCap Mate.. 7.74 % 0.29 %

N/A

USD 0.02B
SLX VanEck Steel ETF 7.51 % 0.56 %

N/A

USD 0.09B
XME SPDR® S&P Metals and Min.. 6.22 % 0.35 %

N/A

USD 2.05B
ZMT:CA BMO S&P/TSX Equal Weight .. 4.53 % 0.61 %

N/A

CAD 0.18B
PYZ Invesco DWA Basic Materia.. 2.90 % 0.60 %

N/A

USD 0.06B
IFRA 0.84 % 0.00 %

N/A

N/A
JPSE JPMorgan Diversified Retu.. 0.42 % 0.29 %

N/A

USD 0.47B
BBSC JPMorgan BetaBuilders U.S.. 0.38 % 0.00 %

N/A

USD 0.47B
PRFZ Invesco FTSE RAFI US 1500.. 0.25 % 0.39 %

N/A

USD 2.34B

Market Performance

  Market Performance vs. Industry/Classification (Metal Fabrication) Market Performance vs. Exchange (New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 54.77% 100% F 98% N/A
Dividend Return 0.56% 57% F 13% F
Total Return 55.34% 100% F 98% N/A
Trailing 12 Months  
Capital Gain 95.23% 100% F 98% N/A
Dividend Return 1.43% 57% F 20% F
Total Return 96.65% 100% F 98% N/A
Trailing 5 Years  
Capital Gain 128.39% 82% B 90% A-
Dividend Return 8.34% 20% F 31% F
Total Return 136.72% 91% A- 90% A-
Average Annual (5 Year Horizon)  
Capital Gain 29.30% 67% D+ 89% A-
Dividend Return 31.67% 58% F 89% A-
Total Return 2.37% 63% D 52% F
Risk Return Profile  
Volatility (Standard Deviation) 52.81% 50% F 16% F
Risk Adjusted Return 59.96% 58% F 81% B-
Market Capitalization 1.73B 75% C 76% C+

Key Financial Ratios

  Ratio vs. Industry/Classification (Metal Fabrication) Ratio vs. Market (New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
Market Value  
Price / Earning Ratio 37.81 25% 16%
Price/Book Ratio 2.60 33% 33%
Price / Cash Flow Ratio 335.62 8% 0%
Price/Free Cash Flow Ratio 11.94 33% 33%
Management Effectiveness  
Return on Equity 9.28% 58% 54%
Return on Invested Capital 5.69% 33% 47%
Return on Assets 5.56% 75% 76%
Debt to Equity Ratio 49.64% 50% 61%

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Superior return on assets

The company management has delivered better return on assets in the most recent 4 quarters than its peers, placing it in the top quartile.

High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

Positive cash flow

The company had positive total cash flow in the most recent four quarters.

Positive free cash flow

The company had positive total free cash flow in the most recent four quarters.

What to not like:
Highly leveraged

The company is in the bottom half compared to its sector peers on debt to equity and is highly leveraged. However, do check the news and look at its sector and management statements. Sometimes this is high because the company is trying to grow aggressively.

Poor capital utilization

The company management has delivered below median return on invested capital in the most recent 4 quarters compared to its peers.

Overpriced on cashflow basis

The stock is trading high compared to its peers on a price to cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.

Overpriced compared to book value

The stock is trading high compared to its peers median on a price to book value basis.

Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.

Overpriced on free cash flow basis

The stock is trading high compared to its peers on a price to free cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.

Low Earnings Growth

This stock has shown below median earnings growth in the previous 5 years compared to its sector