CARR
NEUTRALAt a glance
Key valuation, profitability, growth, and risk metrics.
AI Analysis
AI-powered fundamental assessment
Key Strengths
Key Risks
Performance Snowflake
Multi-dimensional analysis across 5 key categories
CARR trades at a higher trailing P/E than peers like PCAR (18.7x), NSC (21.6x), and EMR (31.7x), despite weaker growth, suggesting premium pricing not fully justified by fundamentals.
- Forward P/E of 17.8x is reasonable relative to sector median and growth peers
- Price/Sales of 2.11 is in line with industrial sector average
- Trailing P/E of 33.8x is elevated given negative earnings growth
- Lack of EV/EBITDA and PEG metrics limits full valuation context
Despite a 1-year return of -26.9% and underperformance vs peers like NSC (+9.6%) and EMR (+1.0%), the market may be pricing a bottoming in HVAC and building tech demand, though current trends remain negative.
- Analyst target implies 34% upside, pricing in cyclical recovery in building products
- Forward P/E of 17.8x suggests market expects earnings rebound
- Revenue growth of -6.8% YoY and negative EPS momentum (-13% YoY) challenge recovery thesis
- No Q/Q growth data available, but -4.3% Q/Q earnings growth indicates near-term weakness
CARR has delivered strong quarterly earnings surprises over the past six years, including multiple double-digit beats, but long-term share performance (43% over 5Y) has reversed sharply in the last year, suggesting fundamentals are now lagging.
- Consistent earnings beat record: 20 of last 24 quarters above estimates
- Profit margins stable near 18%, demonstrating pricing power and cost discipline
- ROE of 9.98% lags far behind sector average of 35.19%, indicating inefficient capital use
- 1-year price return of -26.9% reflects deteriorating sentiment despite past execution
While CARR’s leverage is conservative relative to peers like ITW (2.79) and the sector (1.60), its weak liquidity ratios suggest limited flexibility in a stressed environment, especially with declining cash flow trends.
- Debt/Equity of 0.83 is below sector average of 1.60, reducing solvency risk
- Operating margin of 9.55% supports debt servicing capacity
- Quick ratio of 0.66 indicates limited short-term liquidity buffer
- Current ratio of 1.14 is tight, increasing vulnerability to downturns
The dividend appears well-covered and provides a modest income floor, though lack of visibility into growth history limits its appeal as a core long-term holding driver.
- Dividend yield of 1.66% is modest but above S&P 500 median
- 54% payout ratio is sustainable given current earnings stability
- No data on dividend growth history or consistency
- Dividend policy not clearly communicated in absence of 5Y yield average
Stock Price & Analyst Targets
Real-time price movements and analyst price targets
Multi-Horizon Performance vs Peers
Price momentum across 5Y → 1W horizons for CARR and closest competitors.
| Company | 5Y | 3Y | 1Y | 6M | 1M | 1W |
|---|---|---|---|---|---|---|
|
CARR
Carrier Global Corporation
Primary
|
+43.0% | +27.2% | -26.9% | -28.0% | -5.1% | -5.9% |
|
FAST
Fastenal Company
Peer
|
+89.3% | +68.9% | +0.6% | -1.6% | -3.7% | -1.0% |
|
GWW
W.W. Grainger, Inc.
Peer
|
+136.1% | +63.6% | -20.5% | -15.5% | -3.1% | -2.8% |
|
AXON
Axon Enterprise, Inc.
Peer
|
+251.3% | +224.5% | -0.0% | -16.6% | +3.7% | -3.6% |
|
RKLB
Rocket Lab Corporation
Peer
|
+689.6% | +1978.4% | +329.6% | +28.0% | +22.1% | +24.6% |
Positive values indicate cumulative gains over the specified period. Comparables pulled from the same sector to highlight whether momentum is stock-specific or industry-wide.
Historical Performance Trends
Long-term financial metrics and growth patterns
Revenue & Net Income
Profit & Operating Margins
Return on Equity (ROE)
Quarterly Revenue Growth
Valuation Metrics
Key valuation ratios and pricing indicators
Profitability
Profit margins and return metrics
Growth
Revenue and earnings growth rates
Financial Health
Balance sheet strength and liquidity metrics
Quarterly Earnings History
EPS performance vs analyst estimates
Industrials Sector Comparison
Similar Companies
Peer comparison within the same industry
| Company | AI Rating | Market Cap | P/E | ROE | Profit Margin | Price | |
|---|---|---|---|---|---|---|---|
|
CARR
Carrier Global Corporation
|
NEUTRAL | $46.46B | 33.81 | 10.0% | 18.1% | $54.1 | |
|
FAST
Fastenal Company
|
NEUTRAL | $46.78B | 38.16 | 32.7% | 15.3% | $40.45 | Compare |
|
GWW
W.W. Grainger, Inc.
|
NEUTRAL | $44.46B | 25.97 | 46.7% | 9.7% | $926.21 | Compare |
|
AXON
Axon Enterprise, Inc.
|
NEUTRAL | $48.71B | 192.21 | 10.0% | 10.1% | $613.14 | Compare |
|
RKLB
Rocket Lab Corporation
|
BEARISH | $49.02B | - | -18.8% | -32.9% | $84.8 | Compare |
Recent Insider Trading
Insider buy and sell transactions from the last 6 months
| Date | Insider | Position | Transaction | Shares | Value |
|---|---|---|---|---|---|
| 2025-08-08 | PANDYA GAURANG | Officer | Stock Award | 66 | - |
| 2025-08-01 | PANDYA GAURANG | President | Stock Award | 19,190 | - |
| 2025-07-01 | DRYDEN EDWARD C | Officer | Stock Award | 6,791 | - |
| 2025-06-05 | VIESSMANN MAXIMILIAN | Director | Sale | 4,267,425 | $299,999,978 |
Wall Street Analysts
Professional analyst ratings and price targets
Past News Coverage
Recent headlines mentioning CARR from our newsroom.