Carters Stock Buy Hold or Sell Recommendation

CRI Stock  USD 83.14  1.05  1.28%   
Considering the 90-day investment horizon and your typical level of risk aversion, our recommendation regarding Carters is 'Buy'. Macroaxis provides Carters buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding Carters positions. The advice algorithm takes into account all of Carters' available fundamental, technical, and predictive indicators you will find on this site. Key drivers impacting Carters' buy or sell advice are summarized below:
Real Value
75.82
Target Price
70.14
Hype Value
83.23
Market Value
83.14
Naive Value
81.51
A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Carters given historical horizon and risk tolerance towards Carters. When Macroaxis issues a 'buy' or 'sell' recommendation for Carters, the advice is generated through an automated system that utilizes algorithms and statistical models.
  
Check out Carters Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool.
For more detail on how to invest in Carters Stock please use our How to Invest in Carters guide.
In addition, we conduct extensive research on individual companies such as Carters and provide practical buy, sell, or hold advice based on investors' investing horizon and their risk tolerance towards Carters. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in metropolitan statistical area.

Execute Carters Buy or Sell Advice

The Carters recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Carters. Macroaxis does not own or have any residual interests in Carters or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Carters' advice using the current market data and latest reported fundamentals.

Time Horizon

Risk Tolerance

Execute Advice
Sell CartersBuy Carters
Buy

Market Performance

OKDetails

Volatility

Very steadyDetails

Hype Condition

Low keyDetails

Current Valuation

OvervaluedDetails

Odds Of Distress

LowDetails

Economic Sensitivity

Responds to the marketDetails

Investor Sentiment

AlarmedDetails

Analyst Consensus

HoldDetails

Financial Strenth (F Score)

PoorDetails

Financial Leverage

InapplicableDetails

Reporting Quality (M-Score)

Unlikely ManipulatorDetails
For the selected time horizon Carters has a Risk Adjusted Performance of 0.0736, Jensen Alpha of 0.0066, Total Risk Alpha of (0.15), Sortino Ratio of 0.0215 and Treynor Ratio of 0.1297
Macroaxis provides advice on Carters to complement and cross-verify current analyst consensus on Carters. Our investment recommendation engine determines the company's potential to grow exclusively from the perspective of an investor's current risk tolerance and investing horizon. To make sure Carters is not overpriced, please confirm all Carters fundamentals, including its total debt, target price, and the relationship between the ebitda and cash flow from operations . Given that Carters has a price to book of 3.54 X, we suggest you to validate Carters market performance and probability of bankruptcy to ensure the company can sustain itself in the current economic cycle given your prevailing risk tolerance and investing horizon.

Carters Trading Alerts and Improvement Suggestions

Carters has a poor financial position based on the latest SEC disclosures
Over 98.0% of the company shares are held by institutions such as insurance companies
Latest headline from zacks.com: Why Carters is a Great Dividend Stock Right Now

Carters Returns Distribution Density

The distribution of Carters' historical returns is an attempt to chart the uncertainty of Carters' future price movements. The chart of the probability distribution of Carters daily returns describes the distribution of returns around its average expected value. We use Carters price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Carters returns is essential to provide solid investment advice for Carters.
Mean Return
0.17
Value At Risk
-2
Potential Upside
1.97
Standard Deviation
1.37
   Return Density   
       Distribution  
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Carters historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.

Carters Stock Institutional Investors

Have you ever been surprised when a price of an equity instrument such as Carters is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Carters backward and forwards among themselves. Carters' institutional investor refers to the entity that pools money to purchase Carters' securities or originates loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
Shares
Dimensional Fund Advisors, Inc.2023-12-31
933.6 K
Deprince Race & Zollo Inc2023-12-31
917.4 K
Charles Schwab Investment Management Inc2023-12-31
857.9 K
Cooper Creek Partners Management Llc2023-12-31
719.8 K
Pacer Advisors, Inc.2023-12-31
632.7 K
Reinhart Mahoney Capital Management Inc2023-12-31
626.4 K
Northern Trust Corp2023-12-31
602.8 K
Aristotle Capital Boston, Llc2023-12-31
567 K
Geode Capital Management, Llc2023-12-31
564.4 K
Vanguard Group Inc2023-12-31
3.6 M
Blackrock Inc2023-12-31
3.2 M
Note, although Carters' institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

Carters Cash Flow Accounts

201920202021202220232024 (projected)
Change To Inventory(16.7M)(8.1M)(52.9M)(106.8M)222.9M234.1M
Change In Cash44.2M888.0M(118.0M)(772.5M)139.5M146.4M
Free Cash Flow325.8M557.0M230.8M48.0M469.3M492.7M
Depreciation96.0M94.0M94.1M65.3M64.1M54.0M
Other Non Cash Items39.7M70.7M6.7M39.7M(7.8M)(7.4M)
Dividends Paid89.6M(26.3M)(60.1M)(118.1M)(112.0M)(106.4M)
Capital Expenditures61.4M32.9M37.4M40.4M59.9M56.1M
Net Income263.8M109.7M339.7M250.0M228.2M142.6M
End Period Cash Flow214.3M1.1B984.3M211.7M351.2M256.0M
Change Receivables8.1M58.3M(46.5M)32.7M37.6M39.5M
Net Borrowings354.0M1.1B(223K)(278.1M)(319.8M)(303.8M)
Change To Netincome41.5M57.9M11.2M58.9M67.7M71.1M
Investments(60.7M)(32.9M)5M(40.4M)(56.0M)(58.8M)

Carters Greeks

Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Carters or Textiles, Apparel & Luxury Goods sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Carters' price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Carters stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α
Alpha over NYSE Composite
0.01
β
Beta against NYSE Composite1.21
σ
Overall volatility
1.39
Ir
Information ratio 0.02

Carters Volatility Alert

Carters has relatively low volatility with skewness of -0.58 and kurtosis of 0.48. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Carters' stock risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Carters' stock price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.

Carters Fundamentals Vs Peers

Comparing Carters' fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Carters' direct or indirect competition across all of the common fundamentals between Carters and the related equities. This way, we can detect undervalued stocks with similar characteristics as Carters or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of Carters' fundamental indicators could also be used in its relative valuation, which is a method of valuing Carters by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare Carters to competition
FundamentalsCartersPeer Average
Return On Equity0.28-0.31
Return On Asset0.085-0.14
Profit Margin0.08 %(1.27) %
Operating Margin0.16 %(5.51) %
Current Valuation3.73 B16.62 B
Shares Outstanding36.48 M571.82 M
Shares Owned By Insiders2.46 %10.09 %
Shares Owned By Institutions97.54 %39.21 %
Number Of Shares Shorted2.82 M4.71 M
Price To Earning11.65 X28.72 X
Price To Book3.54 X9.51 X
Price To Sales1.03 X11.42 X
Revenue2.95 B9.43 B
Gross Profit1.47 B27.38 B
EBITDA366.13 M3.9 B
Net Income228.22 M570.98 M
Cash And Equivalents211.75 M2.7 B
Cash Per Share5.93 X5.01 X
Total Debt1.08 B5.32 B
Debt To Equity1.41 %48.70 %
Current Ratio2.09 X2.16 X
Book Value Per Share23.12 X1.93 K
Cash Flow From Operations529.13 M971.22 M
Short Ratio3.87 X4.00 X
Earnings Per Share6.24 X3.12 X
Price To Earnings To Growth1.81 X4.89 X
Target Price74.5
Number Of Employees15.23 K18.84 K
Beta1.29-0.15
Market Capitalization3.04 B19.03 B
Total Asset2.38 B29.47 B
Retained Earnings868.8 M9.33 B
Working Capital589.38 M1.48 B
Note: Disposition of 1060 shares by Jenkins Jeff of Carters at 86.0 subject to Rule 16b-3 [view details]

Carters Market Momentum

Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Carters . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.

About Carters Buy or Sell Advice

When is the right time to buy or sell Carters? Buying financial instruments such as Carters Stock isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.
 2021 2022 2023 2024 (projected)
Short and Long Term Debt Total1.6B1.2B1.1B613.2M
Total Assets3.2B2.4B2.4B1.7B

Use Investing Ideas to Build Portfolios

In addition to having Carters in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

Did You Try This Idea?

Run Machinery Thematic Idea Now

Machinery
Machinery Theme
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Machinery theme has 61 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Machinery Theme or any other thematic opportunities.
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When determining whether Carters offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of Carters' financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Carters Stock. Outlined below are crucial reports that will aid in making a well-informed decision on Carters Stock:
Check out Carters Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool.
For more detail on how to invest in Carters Stock please use our How to Invest in Carters guide.
You can also try the Stocks Directory module to find actively traded stocks across global markets.

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Is Carters' industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Carters. If investors know Carters will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Carters listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth
0.378
Dividend Share
3
Earnings Share
6.24
Revenue Per Share
80.503
Quarterly Revenue Growth
(0.06)
The market value of Carters is measured differently than its book value, which is the value of Carters that is recorded on the company's balance sheet. Investors also form their own opinion of Carters' value that differs from its market value or its book value, called intrinsic value, which is Carters' true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Carters' market value can be influenced by many factors that don't directly affect Carters' underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Carters' value and its price as these two are different measures arrived at by different means. Investors typically determine if Carters is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Carters' price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.