- Sector
- Healthcare
- Industry
- Health Information Services
- IPO Date
- Jul 23, 2025
Highlights
- Market Cap
- $264.06M
- Enterprise Value
- $209.08M
- EPS (TTM)
- -$1.99
- Total Revenue (TTM)
- $56.44M
- Gross Profit (TTM)
- $42.83M
- EBITDA (TTM)
- -$37.82M
- Year Range
- $8.50 - $17.19
- Target Price
- $20.67
- ROA (TTM)
- -27.94%
- ROE (TTM)
- -35.97%
Share Price Chart
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Performance
CARL Performance Chart
Carlsmed, Inc (CARL) is down 20.3% since the beginning of the year. At $10 per share, CARL is trading 42.8% below its 52-week high of $17.
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Returns By Period
Carlsmed, Inc
- 1D
- -2.28%
- 1M
- -18.74%
- YTD
- -20.32%
- 6M
- -24.19%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- -0.37%
- 1M
- -0.01%
- YTD
- 9.16%
- 6M
- 8.64%
- 1Y
- 25.22%
- 3Y*
- 19.78%
- 5Y*
- 11.99%
- 10Y*
- 13.88%
CARL Monthly Returns History
Based on dividend-adjusted daily data since Jul 23, 2025, CARL's average daily return is -0.08%, while the average monthly return is -1.64%.
Historically, 42% of months were positive and 58% were negative. The best month was May 2026 with a return of +28.5%, while the worst month was Mar 2026 at -37.9%. The longest winning streak lasted 2 consecutive months, and the longest losing streak was 2 months.
On a daily basis, CARL closed higher 45% of trading days. The best single day was Feb 26, 2026 with a return of +15.9%, while the worst single day was Dec 4, 2025 at -15.2%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 0.57% | 17.31% | -37.89% | -1.77% | 28.46% | -13.84% | -20.32% | ||||||
| 2025 | -6.27% | -5.41% | 0.68% | -3.73% | 26.30% | -24.14% | -17.67% |
Benchmark Metrics
Carlsmed, Inc has an annualized alpha of -38.75%, beta of 1.45, and R2 of 0.07 versus S&P 500 Index. Calculated based on daily prices since July 23, 2025.
- This stock participated in 438.74% of S&P 500 Index downside but only 138.83% of its upside - more exposed to losses than it benefited from rallies.
- R2 of 0.07 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.
- Alpha
- -38.75%
- Beta
- 1.45
- R²
- 0.07
- Upside Capture
- 138.83%
- Downside Capture
- 438.74%
Return for Risk
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Carlsmed, Inc (CARL) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| CARL | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.37 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 2.78 | — |
| Martin ratioReturn relative to average drawdown | — | 12.44 | — |
Dividends
Dividend History
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Carlsmed, Inc. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Carlsmed, Inc was 48.03%, occurring on Apr 29, 2026. The portfolio has not yet recovered.
The current Carlsmed, Inc drawdown is 42.08%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
2026 bear market2026 | -48.03%Apr 2026 | 4mo 26d | — | 6mo 21dDec 2025 - now |
2025 bear market2025 | -23.00%Nov 2025 | 2mo 2d | 6d | 2mo 8dSep 2025 - Nov 2025 |
2025 correction2025 | -19.53%Aug 2025 | 28d | 27d | 1mo 25dJul 2025 - Sep 2025 |
2025 pullback2025 | -7.92%Dec 2025 | 0s | 2d | 2dDec 2025 - Dec 2025 |
2025 pullback2025 | -1.57%Sep 2025 | 0s | 1d | 1dSep 2025 - Sep 2025 |
Drawdown Indicators
| CARL | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -48.03% | -56.78% | +8.75% |
Max Drawdown (1Y)Largest decline over 1 year | — | -9.10% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -18.90% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -25.43% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.92% | — |
Current DrawdownCurrent decline from peak | -42.08% | -1.80% | -40.28% |
Average DrawdownAverage peak-to-trough decline | -23.53% | -10.71% | -12.82% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 2.03% | — |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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Financials
Financial Performance
The chart below illustrates the trends in the financial health of Carlsmed, Inc over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.
Valuation
The Valuation section provides an overview of how Carlsmed, Inc is priced in the market compared to other companies in the Health Information Services industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.
PS Ratio
This chart shows the Price-to-Sales (P/S) ratio for CARL relative to other companies in the Health Information Services industry. Currently, CARL has a P/S ratio of 2.9. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.
PB Ratio
The chart illustrates the Price-to-Book (P/B) ratio for CARL in comparison with other companies in the Health Information Services industry. Currently, CARL has a P/B value of 2.9. This P/B ratio is in line with the industry average, suggesting the stock is valued fairly in relation to its book value.
Income Statement
| TTM | |
|---|---|
Revenue | — |
Total Revenue | — |
Cost Of Revenue | — |
Gross Profit | — |
Operating Expenses | — |
Selling, General & Admin Expenses | — |
R&D Expenses | — |
Depreciation And Amortization | — |
Total Operating Expenses | — |
Income | — |
Income Before Tax | — |
Operating Income | — |
EBITDA | — |
EBIT | — |
Earnings From Continuing Operations | — |
Net Income | — |
Income Tax Expense | — |
Other Non-Operating Income (Expenses) | — |
Extraordinary Items | — |
Discontinued Operations | — |
Effect Of Accounting Charges | — |
Non Recurring | — |
Minority Interest | — |
Other Items | — |
Interest Income | — |
Interest Expense | — |
Net Interest Income | — |
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