Profitability
Weight: 20%
C
54
- 5yr Avg ROIC 11.6%
- Operating Margin Trend -0.98 pp/yr
CARR
Carrier Global Corporation
AlphaQuality composite grade, weighted for stable earnings power businesses.
Capital Efficiency
Weight: 15%
A
92
- 5yr Avg ROE 27.2%
- 5yr Share-Count CAGR -0.8%
Growth Quality
Weight: 15%
D+
40
- 5yr Revenue CAGR 4.5%
- 5yr EPS CAGR -5.5%
- Revenue-Growth Years (5) 3/5
Cash Generation
Weight: 15%
B
71
- 5yr FCF Margin 7.4%
- 5yr FCF/NI Conversion 0.86x
Balance Sheet
Weight: 20%
C+
57
- Net Debt / EBITDA 3.15x
- Interest Coverage (EBIT/Int) 6.54x
- Altman Z-Score 2.54
Stability
Weight: 15%
D+
41
- EPS Volatility (σ/μ) 0.53
- Negative-Revenue Years (5) 2/5
- Piotroski F-Score 4
Guru Flow
Curated superinvestor sentiment — not part of the AlphaQuality grade.3 of 3 gurus held; 2 added; 1 trimmed; 1 full exit.
- Holders
- 3
- Avg Δ position
- -14.1%
- New buys
- 0
- Full exits
- 1
- Dalio sold -100%
- Wood decreased -62%
- Greenblatt increased +18%