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CARR$64.94+1.67%
Fair $64.94+0.0%

CARR

Carrier Global Corporation

Industrials / Building Products & EquipmentNYSE

$64.94

+1.06 (+1.67%)

Fairly Valued+0.0%Fair Value $64.94Fund rank 31/100 · Data gapFallback financials|
SA 37/D
F-Score: 4/9
Margin Compression

FCF base 3Y

n/d

n/d CAGR · yield n/d

FCF base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $2.1B · quality 58.7/100

Data gap 31/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 56/100Data QA 20/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

37/100

D

Piotroski

4/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

20/100

SEC 0%

Latest source: unknownPeriods: 8Warnings: 1unknown: 8
No SEC-backed annual rows; valuation uses fallback financial data. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified. Operating margin has declined for 5 consecutive years
Thesis & Journal · CARRLocal privado en este navegador · Carrier Global Corporation
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$53.9B

P/E

43.3x

↑

EV/EBITDA

18.9x

↑

ROE

10.8%

↑

Gross Margin

25.9%

↑

Debt/Equity

0.89

↑
52-Week Range$65
$50$81

TradingView lightweight chart

CARR price, volumen y niveles de valoración

Último $64.93Periodo +441.1%
Fair value: $64.94

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2018–2025 · 7 años de histórico normalizado

Revenue CAGR

+2.0%

FCF CAGR

—

FCF margin

9.8%

FCF / Net income

1.43x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $21.75B · net income $1.48B · FCF $2.12B

2018-FY → 2025-FY

Gross margin

25.9%— pts

Operating margin

8.8%-10.5% pts

Net margin

6.8%-7.8% pts

FCF margin

9.8%— pts
MetricTTM
2025
2024
2023
2022
2021
2020
2019
2018
Income Statement
Revenue$21.75B$21.75B$22.49B$18.95B$17.29B$20.61B$17.46B$18.61B$18.91B
Net Income$1.48B$1.48B$5.60B$1.35B$3.53B$1.70B$2.01B$2.15B$2.77B
EBITDA$3.53B$3.53B$4.09B$2.80B$2.23B$2.98B$3.42B$2.83B$3.99B
EPS1.721.726.151.584.101.872.252.443.16
Gross Margin25.9%25.9%26.6%27.2%24.9%————
Operating Margin8.8%8.8%9.3%10.9%11.0%12.8%17.7%13.4%19.2%
Net Margin6.8%6.8%24.9%7.1%20.4%8.3%11.5%11.6%14.6%
Balance Sheet
Debt/Equity0.890.890.911.691.21————
Current Ratio1.051.05———————
Cash Flow
Free Cash Flow$2.12B$2.12B$44.0M$2.17B$1.43B————
Returns
ROE10.8%10.8%39.8%15.5%45.6%————
Valuation
P/E43.2943.2911.2635.2710.52————
EV/EBITDA18.8918.8917.6118.7119.26————
P/B4.064.064.485.484.79————
Growth & Yield
Revenue Growth-3.3%-3.3%18.7%9.6%—18.1%-6.2%-1.6%—
EPS Growth-72.0%-72.0%289.2%-61.5%—-16.9%-7.8%-22.8%—
Dividend Yield1.5%1.5%———————

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

49.6%

muy exigente

EPS terminal req.

$5.76

Spread vs growth

-121.7%

5Y implied EPS CAGR

32.3%

muy exigente

EPS terminal req.

$6.97

Spread vs growth

-104.3%

10Y implied EPS CAGR

20.6%

exigente

EPS terminal req.

$11.23

Spread vs growth

-92.7%

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · 1Y approxreconcilia total -7.3%

Total return

-7.3%

Start / end P/E

11.6x → 37.8x

EPS bridge

6.15 → 1.72

Residual

-162.9%

EPS growth-72.0%
Multiple rerating+226.1%
Dividend+1.5%
Residual / FX / buybacks / cross-term-162.9%

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.