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Carpenter Technology Corporation (CRS)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISINUS1442851036
CUSIP144285103
SectorIndustrials
IndustryMetal Fabrication

Highlights

Market Cap$3.36B
EPS$2.89
PE Ratio23.52
PEG Ratio1.59
Revenue (TTM)$2.72B
Gross Profit (TTM)$143.80M
EBITDA (TTM)$345.60M
Year Range$40.02 - $73.83
Target Price$86.00
Short %3.28%
Short Ratio2.53

Share Price Chart


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Compare to other instruments

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Carpenter Technology Corporation

Popular comparisons: CRS vs. SPY, CRS vs. JBL, CRS vs. AVGO, CRS vs. COST, CRS vs. VOO

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Carpenter Technology Corporation, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


2,000.00%2,500.00%3,000.00%OctoberNovemberDecember2024FebruaryMarch
1,980.26%
3,013.35%
CRS (Carpenter Technology Corporation)
Benchmark (^GSPC)

S&P 500

Returns By Period

Carpenter Technology Corporation had a return of -0.55% year-to-date (YTD) and 69.22% in the last 12 months. Over the past 10 years, Carpenter Technology Corporation had an annualized return of 2.65%, while the S&P 500 had an annualized return of 10.96%, indicating that Carpenter Technology Corporation did not perform as well as the benchmark.


PeriodReturnBenchmark
Year-To-Date-0.55%10.04%
1 month9.40%3.53%
6 months3.01%22.79%
1 year69.22%32.16%
5 years (annualized)11.38%13.15%
10 years (annualized)2.65%10.96%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
2024-12.73%4.97%
20234.99%7.31%-6.37%12.90%-0.01%

Risk-Adjusted Performance

Risk-Adjusted Performance Indicators

This table presents risk-adjusted performance metrics for Carpenter Technology Corporation (CRS) and compares them with a selected benchmark (^GSPC). These performance indicators assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Sharpe ratioSortino ratioOmega ratioCalmar ratioUlcer Index
CRS
Carpenter Technology Corporation
1.85
^GSPC
S&P 500
2.76

Sharpe Ratio

The current Carpenter Technology Corporation Sharpe ratio is 1.85. A Sharpe ratio greater than 1.0 is considered acceptable.


Rolling 12-month Sharpe Ratio0.501.001.502.002.503.00OctoberNovemberDecember2024FebruaryMarch
1.85
2.76
CRS (Carpenter Technology Corporation)
Benchmark (^GSPC)

Dividends

Dividend History

Carpenter Technology Corporation granted a 1.14% dividend yield in the last twelve months. The annual payout for that period amounted to $0.80 per share.


PeriodTTM20232022202120202019201820172016201520142013
Dividend$0.80$0.80$0.80$0.80$0.80$0.80$0.76$0.72$0.72$0.72$0.72$0.72

Dividend yield

1.14%1.13%2.17%2.74%2.75%1.61%2.13%1.41%1.99%2.38%1.46%1.16%

Monthly Dividends

The table displays the monthly dividend distributions for Carpenter Technology Corporation. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDec
2024$0.20$0.00
2023$0.20$0.00$0.00$0.00$0.20$0.00$0.00$0.20$0.00$0.20$0.00$0.00
2022$0.20$0.00$0.00$0.00$0.20$0.00$0.00$0.20$0.00$0.20$0.00$0.00
2021$0.00$0.20$0.00$0.00$0.20$0.00$0.00$0.20$0.00$0.20$0.00$0.00
2020$0.20$0.00$0.00$0.00$0.20$0.00$0.00$0.20$0.00$0.20$0.00$0.00
2019$0.00$0.20$0.00$0.20$0.00$0.00$0.00$0.20$0.00$0.20$0.00$0.00
2018$0.00$0.18$0.00$0.18$0.00$0.00$0.00$0.20$0.00$0.20$0.00$0.00
2017$0.00$0.18$0.00$0.18$0.00$0.00$0.00$0.18$0.00$0.18$0.00$0.00
2016$0.00$0.18$0.00$0.18$0.00$0.00$0.00$0.18$0.00$0.18$0.00$0.00
2015$0.00$0.18$0.00$0.00$0.18$0.00$0.00$0.00$0.18$0.18$0.00$0.00
2014$0.00$0.18$0.00$0.00$0.18$0.00$0.00$0.18$0.00$0.18$0.00$0.00
2013$0.18$0.00$0.00$0.18$0.00$0.00$0.18$0.00$0.18$0.00$0.00

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%20.0%1.1%
Carpenter Technology Corporation has a dividend yield of 1.14%, which is quite average when compared to the overall market.
Payout Ratio
200.0%400.0%600.0%800.0%27.6%
Carpenter Technology Corporation has a payout ratio of 27.59%, which is quite average when compared to the overall market. This suggests that Carpenter Technology Corporation strikes a balance between reinvesting profits for growth and paying dividends to shareholders.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-20.00%-15.00%-10.00%-5.00%0.00%OctoberNovemberDecember2024FebruaryMarch
-4.78%
0
CRS (Carpenter Technology Corporation)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Carpenter Technology Corporation. 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 Carpenter Technology Corporation was 84.68%, occurring on Nov 20, 2008. Recovery took 3683 trading sessions.

The current Carpenter Technology Corporation drawdown is 4.78%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-84.68%Dec 11, 2007240Nov 20, 20083683Jul 13, 20233923
-79.26%Apr 24, 19981227Mar 12, 2003375Sep 7, 20041602
-39.21%Feb 19, 1985366Jul 31, 1986197May 12, 1987563
-36.6%Oct 6, 198718Oct 29, 1987314Jan 26, 1989332
-35.12%May 11, 200653Jul 26, 2006241Jul 12, 2007294

Volatility

Volatility Chart

The current Carpenter Technology Corporation volatility is 9.66%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%12.00%14.00%OctoberNovemberDecember2024FebruaryMarch
9.66%
2.82%
CRS (Carpenter Technology Corporation)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Carpenter Technology Corporation over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

Annual
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Operating Expenses

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Income

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EBIT

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Earnings From Continuing Operations

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Net Income

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Income Tax Expense

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Interest Expense

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Other Non-Operating Income (Expenses)

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Extraordinary Items

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Discontinued Operations

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Effect Of Accounting Charges

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Non Recurring

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Minority Interest

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Other Items

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Values in undefined except per share items