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Carrier Global Corporation (CARR) Stock Verdict & Ratings | Investment Bastion

Stock Verdict·Updated 1d ago

Carrier Global Corporation

CARRMarket cap $45BPrice $55.0

Country🇺🇸United States

SectorIndustrials

IndustryBuilding Products

Makes air conditioning, heating, and refrigeration systems for buildings, homes, and transportation. Controls the climate in half the world's skyscrapers and keeps your grocery store frozen food from spoiling.

In Bastion Portfolios?

52W Return-1%Global Market +16%?

01Key Ratings

How does this stock score across Bastion factors?

Growth

Historical Revenue

Rev CAGR (3y)+8%6

Revenue Forecast

Rev CAGR (1y)+7%5

Rev CAGR (3y)+6%5

Rev CAGR (5y)+7%6

Earnings Forecast

EPS Growth Y+1+70%10

EPS Growth Y+2+12%7

EPS Growth Y+3+10%6

Quality

Margins

EBIT Margin8%4

Net Income Margin6%4

Free Cash Flow Margin9%5

Debt

Net Debt/EBITDA3.43

Efficiency

ROE8%4

ROA3%5

Earnings Stability55

GEAR+WEAK26

Overall rating across all five factors

Value

Price Multiples

P/E Ratio (Forward)185

P/E Ratio (Forward 3y)154

P/BV3.44

EV Multiples

EV/EBITDA Fwd125

EV/EBIT Fwd165

Yield

Free Cash Flow Yield4.3%6

Dividend Yield1.7%5

Momentum

Short term

1 month return-7%4

3 month return-17%2

YTD return+5%6

Mid term

Price vs 52wHigh72%4

1 year return-7%4

Long term

3 year return+6%3

5 year return+15%4

Risk Shield

Price Risk

Beta1.13

Volatility36%5

Free Cash Flow

Free Cash Flow Margin9%5

Free Cash Flow Yield4.3%6

Quality

ROCE6%4

Earnings Stability55

Net Debt/EBITDA3.43

02Growth

Is it actually growing, and how fast?

CARRCarrier Global

Revenue FY25$21.7B

GROWTH RATING↗

AVERAGE54 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+8%6

Revenue, next 1Y+7%5

Revenue, next 3Y, CAGR+6%5

Revenue, next 5Y, CAGR+7%6

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+70%10

EPS growth, FY27E+12%7

EPS growth, FY28E+10%6

GROWTH ASSESSMENT

STRENGTHS

Earnings are set to grow faster than sales (EPS about 12%/yr vs revenue 6%/yr), so margins should widen.

WATCH

A mid-pack grower, ahead of 54% of companies worldwide.

Revenue is set to grow 6%/yr over the next 3 years, in line with the market.5/10

Revenue grew 8%/yr over the last 3 years and is set to keep growing around 6%/yr.

Over five years revenue is set to grow 7%/yr, ahead of 50% of companies worldwide.6/10

WEAKNESSES

None flagged.

BOTTOM LINE

Margin Expander

A middle-of-the-pack grower. The one thing to watch: forward revenue growth is only about average.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

WEAK17 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-7%4

3-month return-17%2

YTD return+5%6

MID & LONG-TERM▾SCORE

% of 52-week high72%4

1-year return-7%4

3-year return+6%3

5-year return+15%4

MOMENTUM ASSESSMENT

STRENGTHS

None flagged.

WATCH

It's down 7% over the past year, now 28% below its 52-week high. That is a touch behind the market.

Returns sit at the market level over the past month (-7%) and so far this year (+5%).

WEAKNESSES

Weak long-term results. It has been a disappointing long-term hold (+5.5% over three years and +15% over five), behind 60% of the market.

The stock is underperforming over three months (-17%).

BOTTOM LINE

Falling Knife

Returns rank poorly over both the short and long run, and the price is still falling. Momentum is firmly negative — catching this is a bet against the tape, not with it. Wait for a base to form. The one thing to watch: the multi-year record is weak.

04Value

Are you paying a fair price for it?

Stop guessing on Carrier Global. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

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02Growth

Is it actually growing, and how fast?

CARRCarrier Global

Revenue FY25$21.7B

GROWTH RATING↗

AVERAGE54 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+8%6

Revenue, next 1Y+7%5

Revenue, next 3Y, CAGR+6%5

Revenue, next 5Y, CAGR+7%6

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+70%10

EPS growth, FY27E+12%7

EPS growth, FY28E+10%6

GROWTH ASSESSMENT

STRENGTHS

Earnings are set to grow faster than sales (EPS about 12%/yr vs revenue 6%/yr), so margins should widen.

WATCH

A mid-pack grower, ahead of 54% of companies worldwide.

Revenue is set to grow 6%/yr over the next 3 years, in line with the market.5/10

Revenue grew 8%/yr over the last 3 years and is set to keep growing around 6%/yr.

Over five years revenue is set to grow 7%/yr, ahead of 50% of companies worldwide.6/10

WEAKNESSES

None flagged.

BOTTOM LINE

Margin Expander

A middle-of-the-pack grower. The one thing to watch: forward revenue growth is only about average.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

WEAK17 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-7%4

3-month return-17%2

YTD return+5%6

MID & LONG-TERM▾SCORE

% of 52-week high72%4

1-year return-7%4

3-year return+6%3

5-year return+15%4

MOMENTUM ASSESSMENT

STRENGTHS

None flagged.

WATCH

It's down 7% over the past year, now 28% below its 52-week high. That is a touch behind the market.

Returns sit at the market level over the past month (-7%) and so far this year (+5%).

WEAKNESSES

Weak long-term results. It has been a disappointing long-term hold (+5.5% over three years and +15% over five), behind 60% of the market.

The stock is underperforming over three months (-17%).

BOTTOM LINE

Falling Knife

04Value

Are you paying a fair price for it?

Stop guessing on Carrier Global. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

✓
Stock VerdictValuation and investment strategy for 4,000+ stocks. Days of hedge fund analyst research, done in 2 minutes.
✓
RadarFind your next investment idea: top-ranked stocks across all 9 Bastion strategies.
✓
Portfolio ManagerCheck if Bastion algorithms added the stock you care about to their portfolios.

Secure via Stripe

Trusted by 1,000+ investors in our community