PortfoliosLab logoPortfoliosLab logo
CZNC vs. CARR
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

CZNC vs. CARR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Citizens & Northern Corporation (CZNC) and Carrier Global Corporation (CARR). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

In the year-to-date period, CZNC achieves a 29.06% return, which is significantly higher than CARR's 18.32% return.


CZNC

1D
-0.16%
1M
7.45%
6M
14.37%
YTD
29.06%
1Y
45.68%
3Y*
11.97%
5Y*
5.73%
10Y*
6.70%
ALL TIME*
6.40%

CARR

1D
0.68%
1M
-11.47%
6M
4.49%
YTD
18.32%
1Y
-6.22%
3Y*
2.60%
5Y*
3.79%
10Y*
ALL TIME*
28.61%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$590.03M$475.98M$441.62M
$1.81M$1.58M$1.42M

CZNC vs. CARR - Yearly Performance Comparison


2026 (YTD)202520242023202220212020
CZNC
Citizens & Northern Corporation
29.06%14.89%-12.21%3.67%-8.40%37.98%14.38%
CARR
Carrier Global Corporation
18.32%-21.57%20.26%41.47%-22.68%45.31%176.86%

Correlation

The correlation between CZNC and CARR is 0.16, which is low. Their historical price movements had little consistent relationship.


Correlation
Correlation (1Y)
Focuses on recent behavior, but can change the most.

0.16

Correlation (3Y)
Balances recent behavior with more history.

0.25

Correlation (5Y)
Shows whether the relationship held over a longer period.

0.27

Correlation (All Time)
Calculated using the full available price history since Apr 3, 2020

0.28

The correlation between CZNC and CARR shifts across timeframes, from 0.16 (1 year) to 0.28 (all time), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

CZNC:

$454.90M

CARR:

$50.95B

EPS

CZNC:

$2.00

CARR:

$1.44

PE Ratio

CZNC:

12.70

CARR:

42.91

PS Ratio

CZNC:

2.03

CARR:

2.37

Total Revenue (TTM)

CZNC:

$158.60M

CARR:

$22.11B

Gross Profit (TTM)

CZNC:

$48.64M

CARR:

$5.38B

EBITDA (TTM)

CZNC:

$44.36M

CARR:

$2.75B

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

CZNC vs. CARR — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

CZNC
CZNC Risk / Return Rank: 8686
Overall Rank
CZNC Sharpe Ratio Rank: 8888
Sharpe Ratio Rank
CZNC Sortino Ratio Rank: 8686
Sortino Ratio Rank
CZNC Omega Ratio Rank: 8484
Omega Ratio Rank
CZNC Calmar Ratio Rank: 8686
Calmar Ratio Rank
CZNC Martin Ratio Rank: 8686
Martin Ratio Rank

CARR
CARR Risk / Return Rank: 3232
Overall Rank
CARR Sharpe Ratio Rank: 3434
Sharpe Ratio Rank
CARR Sortino Ratio Rank: 3131
Sortino Ratio Rank
CARR Omega Ratio Rank: 3030
Omega Ratio Rank
CARR Calmar Ratio Rank: 3333
Calmar Ratio Rank
CARR Martin Ratio Rank: 3131
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

CZNC vs. CARR - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Citizens & Northern Corporation (CZNC) and Carrier Global Corporation (CARR). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

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.


CZNCCARRDifference
Sharpe ratioReturn per unit of total volatility

+1.94

Sortino ratioReturn per unit of downside risk

+2.53

Omega ratioGain probability vs. loss probability

1.30

0.99

+0.31

Calmar ratioReturn relative to maximum drawdown

2.89

-0.34

+3.23

Martin ratioReturn relative to average drawdown

7.45

-0.68

+8.13

CZNC vs. CARR - Sharpe Ratio Comparison

The current CZNC Sharpe Ratio is 1.70, which is higher than the CARR Sharpe Ratio of -0.24. The chart below compares the historical Sharpe Ratios of CZNC and CARR, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


Loading charts...

Drawdowns

CZNC vs. CARR - Drawdown Comparison

The maximum CZNC drawdown since its inception was -72.50%, which is greater than CARR's maximum drawdown of -40.82%. Use the drawdown chart below to compare losses from any high point for CZNC and CARR.


Loading charts...

Drawdown Indicators


CZNCCARRDifference

Max Drawdown

Largest peak-to-trough decline

-72.50%

-40.82%

-31.68%

Max Drawdown (1Y)

Largest decline over 1 year

-14.24%

-25.38%

+11.14%

Max Drawdown (3Y)

Largest decline over 3 years

-26.07%

-37.91%

+11.84%

Max Drawdown (5Y)

Largest decline over 5 years

-34.22%

-40.82%

+6.60%

Max Drawdown (10Y)

Largest decline over 10 years

-44.85%

Current Drawdown

Current decline from peak

-0.16%

-22.92%

+22.76%

Average Drawdown

Average peak-to-trough decline

-20.44%

-14.20%

-6.24%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.53%

13.38%

-7.85%

Volatility

CZNC vs. CARR - Volatility Comparison

The current volatility for Citizens & Northern Corporation (CZNC) is 7.59%, while Carrier Global Corporation (CARR) has a volatility of 12.94%. This indicates that CZNC experiences smaller price fluctuations and is considered to be less risky than CARR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading charts...

Volatility by Period


CZNCCARRDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.59%

12.94%

-5.35%

Volatility (6M)

Calculated over the trailing 6-month period

17.48%

30.28%

-12.80%

Volatility (1Y)

Calculated over the trailing 1-year period

24.24%

35.83%

-11.59%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

29.39%

32.34%

-2.95%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

34.87%

34.98%

-0.11%

Dividends

CZNC vs. CARR - Dividend Comparison

CZNC's dividend yield for the trailing twelve months is around 4.41%, more than CARR's 1.53% yield.


PositionTTM20252024202320222021202020192018201720162015
CARR
Carrier Global Corporation
1.53%1.70%1.16%1.30%1.54%0.94%0.74%0.00%0.00%0.00%0.00%0.00%
CZNC
Citizens & Northern Corporation
4.41%5.55%6.02%4.99%4.90%4.25%5.44%3.82%4.09%4.33%3.97%4.95%

Financials

CZNC vs. CARR - Financials Comparison

This section allows you to compare key financial metrics between Citizens & Northern Corporation and Carrier Global Corporation. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


Values in USD except per share items

CZNC vs. CARR - Profitability Comparison

The chart below illustrates the profitability comparison between Citizens & Northern Corporation and Carrier Global Corporation over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

CZNC - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Citizens & Northern Corporation reported a gross profit of -23.05M and revenue of 33.37M. Therefore, the gross margin over that period was -69.1%.

CARR - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Carrier Global Corporation reported a gross profit of 1.73B and revenue of 6.35B. Therefore, the gross margin over that period was 27.2%.

CZNC - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Citizens & Northern Corporation reported an operating income of -335.00K and revenue of 33.37M, resulting in an operating margin of -1.0%.

CARR - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Carrier Global Corporation reported an operating income of 770.00M and revenue of 6.35B, resulting in an operating margin of 12.1%.

CZNC - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Citizens & Northern Corporation reported a net income of 14.06M and revenue of 33.37M, resulting in a net margin of 42.1%.

CARR - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Carrier Global Corporation reported a net income of 501.00M and revenue of 6.35B, resulting in a net margin of 7.9%.


Frequently Asked Questions


CZNC and CARR have a correlation of 0.16, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

CARR has higher volatility (12.94%) compared to CZNC (7.59%). In terms of maximum drawdown, CZNC dropped -72.50% vs CARR's -40.82%.

CZNC currently has the higher Sharpe Ratio (1.70 vs -0.24), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for CZNC and CARR

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer