CARPENTER TECHNOLOGY (CRS) Fundamental Analysis & Valuation

NYSE:CRS • US1442851036

395.8 USD
+8.69 (+2.24%)
At close: Mar 9, 2026
396 USD
+0.2 (+0.05%)
After Hours: 3/9/2026, 8:04:00 PM
Overview Stock Chart Technical Analysis Fundamental Analysis Forecast Earnings Financials Ownership News

This CRS fundamental analysis includes valuation metrics, fair value assessment, financial health analysis, profitability trends, growth metrics and dividend sustainability analysis.

Fundamental Rating

7

Overall CRS gets a fundamental rating of 7 out of 10. We evaluated CRS against 78 industry peers in the Aerospace & Defense industry. CRS gets an excellent profitability rating and is at the same time showing great financial health properties. CRS is not valued too expensively and it also shows a decent growth rate. This makes CRS very considerable for quality investing!


Dividend Valuation Growth Profitability Health

8

1. CRS Profitability Analysis

1.1 Basic Checks

  • In the past year CRS was profitable.
  • CRS had a positive operating cash flow in the past year.
  • The reported net income has been mixed in the past 5 years: CRS reported negative net income in multiple years.
  • In the past 5 years CRS always reported a positive cash flow from operatings.
CRS Yearly Net Income VS EBIT VS OCF VS FCFCRS Yearly Net Income VS EBIT VS OCF VS FCFYearly Net Income VS EBIT VS OCF VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 200M -200M 400M

1.2 Ratios

  • Looking at the Return On Assets, with a value of 12.40%, CRS belongs to the top of the industry, outperforming 96.15% of the companies in the same industry.
  • CRS has a better Return On Equity (21.89%) than 85.90% of its industry peers.
  • CRS's Return On Invested Capital of 16.30% is amongst the best of the industry. CRS outperforms 94.87% of its industry peers.
  • The Average Return On Invested Capital over the past 3 years for CRS is in line with the industry average of 9.32%.
  • The last Return On Invested Capital (16.30%) for CRS is above the 3 year average (9.88%), which is a sign of increasing profitability.
Industry RankSector Rank
ROA 12.4%
ROE 21.89%
ROIC 16.3%
ROA(3y)6.09%
ROA(5y)1.77%
ROE(3y)11.79%
ROE(5y)3.03%
ROIC(3y)9.88%
ROIC(5y)N/A
CRS Yearly ROA, ROE, ROICCRS Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 10 -10

1.3 Margins

  • CRS has a Profit Margin of 14.76%. This is amongst the best in the industry. CRS outperforms 88.46% of its industry peers.
  • CRS's Profit Margin has improved in the last couple of years.
  • With an excellent Operating Margin value of 20.30%, CRS belongs to the best of the industry, outperforming 85.90% of the companies in the same industry.
  • CRS's Operating Margin has improved in the last couple of years.
  • With a decent Gross Margin value of 28.85%, CRS is doing good in the industry, outperforming 65.38% of the companies in the same industry.
  • CRS's Gross Margin has improved in the last couple of years.
Industry RankSector Rank
OM 20.3%
PM (TTM) 14.76%
GM 28.85%
OM growth 3YN/A
OM growth 5Y20.36%
PM growth 3YN/A
PM growth 5Y203.85%
GM growth 3Y48.5%
GM growth 5Y10.19%
CRS Yearly Profit, Operating, Gross MarginsCRS Yearly Profit, Operating, Gross MarginsYearly Profit, Operating, Gross Margins 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 10 -10 20

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ROAROEROICOperating and Profit MarginShow most profitable peers

8

2. CRS Health Analysis

2.1 Basic Checks

  • The Return on Invested Capital (ROIC) is just above the Cost of Capital (WACC), so CRS is still creating some value.
  • Compared to 1 year ago, CRS has about the same amount of shares outstanding.
  • Compared to 5 years ago, CRS has more shares outstanding
  • CRS has a better debt/assets ratio than last year.
CRS Yearly Shares OutstandingCRS Yearly Shares OutstandingYearly Shares Outstanding 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 10M 20M 30M 40M
CRS Yearly Total Debt VS Total AssetsCRS Yearly Total Debt VS Total AssetsYearly Total Debt VS Total Assets 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 1B 2B 3B

2.2 Solvency

  • An Altman-Z score of 10.25 indicates that CRS is not in any danger for bankruptcy at the moment.
  • With an excellent Altman-Z score value of 10.25, CRS belongs to the best of the industry, outperforming 83.33% of the companies in the same industry.
  • The Debt to FCF ratio of CRS is 2.18, which is a good value as it means it would take CRS, 2.18 years of fcf income to pay off all of its debts.
  • Looking at the Debt to FCF ratio, with a value of 2.18, CRS belongs to the top of the industry, outperforming 87.18% of the companies in the same industry.
  • A Debt/Equity ratio of 0.35 indicates that CRS is not too dependend on debt financing.
  • CRS has a better Debt to Equity ratio (0.35) than 61.54% of its industry peers.
Industry RankSector Rank
Debt/Equity 0.35
Debt/FCF 2.18
Altman-Z 10.25
ROIC/WACC1.64
WACC9.94%
CRS Yearly LT Debt VS Equity VS FCFCRS Yearly LT Debt VS Equity VS FCFYearly LT Debt VS Equity VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 500M 1B 1.5B

2.3 Liquidity

  • CRS has a Current Ratio of 4.25. This indicates that CRS is financially healthy and has no problem in meeting its short term obligations.
  • Looking at the Current ratio, with a value of 4.25, CRS is in the better half of the industry, outperforming 74.36% of the companies in the same industry.
  • CRS has a Quick Ratio of 2.26. This indicates that CRS is financially healthy and has no problem in meeting its short term obligations.
  • CRS's Quick ratio of 2.26 is fine compared to the rest of the industry. CRS outperforms 62.82% of its industry peers.
Industry RankSector Rank
Current Ratio 4.25
Quick Ratio 2.26
CRS Yearly Current Assets VS Current LiabilitesCRS Yearly Current Assets VS Current LiabilitesYearly Current Assets VS Current Liabilites 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 500M 1B 1.5B

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WACCDebt/EquityHow to determine the health of a companyAltman-Z scoreShow peers with great health

6

3. CRS Growth Analysis

3.1 Past

  • The Earnings Per Share has grown by an impressive 38.28% over the past year.
  • CRS shows a strong growth in Earnings Per Share. Measured over the last years, the EPS has been growing by 27.85% yearly.
  • Looking at the last year, CRS shows a small growth in Revenue. The Revenue has grown by 2.30% in the last year.
  • The Revenue has been growing slightly by 5.70% on average over the past years.
EPS 1Y (TTM)38.28%
EPS 3YN/A
EPS 5Y27.85%
EPS Q2Q%40.36%
Revenue 1Y (TTM)2.3%
Revenue growth 3Y16.15%
Revenue growth 5Y5.7%
Sales Q2Q%7.55%

3.2 Future

  • CRS is expected to show quite a strong growth in Earnings Per Share. In the coming years, the EPS will grow by 15.77% yearly.
  • CRS is expected to show quite a strong growth in Revenue. In the coming years, the Revenue will grow by 8.29% yearly.
EPS Next Y39.35%
EPS Next 2Y27.01%
EPS Next 3Y23.92%
EPS Next 5Y15.77%
Revenue Next Year6.32%
Revenue Next 2Y8.37%
Revenue Next 3Y8.9%
Revenue Next 5Y8.29%

3.3 Evolution

  • Although the future EPS growth is still strong, it is not able to hold up the even more excellent growth rate of the past years.
  • The Revenue growth rate is accelerating: in the next years the growth will be better than in the last years.
CRS Yearly Revenue VS EstimatesCRS Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 2031 2032 1B 2B 3B 4B
CRS Yearly EPS VS EstimatesCRS Yearly EPS VS EstimatesYearly EPS VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 0 5 10 15

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4

4. CRS Valuation Analysis

4.1 Price/Earnings Ratio

  • Based on the Price/Earnings ratio of 44.72, the valuation of CRS can be described as expensive.
  • Based on the Price/Earnings ratio, CRS is valued a bit cheaper than 62.82% of the companies in the same industry.
  • When comparing the Price/Earnings ratio of CRS to the average of the S&P500 Index (26.46), we can say CRS is valued expensively.
  • CRS is valuated quite expensively with a Price/Forward Earnings ratio of 32.80.
  • Based on the Price/Forward Earnings ratio, CRS is valued a bit cheaper than the industry average as 67.95% of the companies are valued more expensively.
  • When comparing the Price/Forward Earnings ratio of CRS to the average of the S&P500 Index (24.65), we can say CRS is valued slightly more expensively.
Industry RankSector Rank
PE 44.72
Fwd PE 32.8
CRS Price Earnings VS Forward Price EarningsCRS Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 20 40 60

4.2 Price Multiples

  • Based on the Enterprise Value to EBITDA ratio, CRS is valued a bit cheaper than 60.26% of the companies in the same industry.
  • CRS's Price/Free Cash Flow is on the same level as the industry average.
Industry RankSector Rank
P/FCF 62.25
EV/EBITDA 26.64
CRS Per share dataCRS EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share 10 20 30 40 50

4.3 Compensation for Growth

  • The PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates a correct valuation of the company.
  • The excellent profitability rating of CRS may justify a higher PE ratio.
  • CRS's earnings are expected to grow with 23.92% in the coming years. This may justify a more expensive valuation.
PEG (NY)1.14
PEG (5Y)1.61
EPS Next 2Y27.01%
EPS Next 3Y23.92%

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Price/EarningsPrice/FCFFCF per shareEV/EBITDAPEG RATIOShow best valued peers

5

5. CRS Dividend Analysis

5.1 Amount

  • CRS has a yearly dividend return of 0.20%, which is pretty low.
  • Compared to an average industry Dividend Yield of 0.34, CRS pays a bit more dividend than its industry peers.
  • Compared to an average S&P500 Dividend Yield of 1.82, CRS's dividend is way lower than the S&P500 average.
Industry RankSector Rank
Dividend Yield 0.2%

5.2 History

  • The dividend of CRS decreases each year by -0.08%.
  • CRS has paid a dividend for at least 10 years, which is a reliable track record.
  • CRS has not decreased its dividend for at least 10 years, so it has a reliable track record of non decreasing dividend.
Dividend Growth(5Y)-0.08%
Div Incr Years0
Div Non Decr Years21
CRS Yearly Dividends per shareCRS Yearly Dividends per shareYearly Dividends per share 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 0.2 0.4 0.6

5.3 Sustainability

  • 9.25% of the earnings are spent on dividend by CRS. This is a low number and sustainable payout ratio.
DP9.25%
EPS Next 2Y27.01%
EPS Next 3Y23.92%
CRS Yearly Income VS Free CF VS DividendCRS Yearly Income VS Free CF VS DividendYearly Income VS Free CF VS Dividend 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 200M -200M
CRS Dividend Payout.CRS Dividend Payout, showing the Payout Ratio.CRS Dividend Payout.PayoutRetained Earnings

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CRS Fundamentals: All Metrics, Ratios and Statistics

CARPENTER TECHNOLOGY

NYSE:CRS (3/9/2026, 8:04:00 PM)

After market: 396 +0.2 (+0.05%)

395.8

+8.69 (+2.24%)

Chartmill FA Rating
GICS SectorIndustrials
GICS IndustryGroupCapital Goods
GICS IndustryAerospace & Defense
Earnings (Last)01-29
Earnings (Next)04-22
Inst Owners98.6%
Inst Owner Change0.62%
Ins Owners2.39%
Ins Owner Change-1.58%
Market Cap19.71B
Revenue(TTM)2.94B
Net Income(TTM)434.70M
Analysts81.54
Price Target377.11 (-4.72%)
Short Float %7.45%
Short Ratio4.19
Dividend
Industry RankSector Rank
Dividend Yield 0.2%
Yearly Dividend0.81
Dividend Growth(5Y)-0.08%
DP9.25%
Div Incr Years0
Div Non Decr Years21
Ex-Date01-27
Surprises & Revisions
EPS beat(2)2
Avg EPS beat(2)7.03%
Min EPS beat(2)3.08%
Max EPS beat(2)10.98%
EPS beat(4)4
Avg EPS beat(4)6.79%
Min EPS beat(4)3.08%
Max EPS beat(4)10.98%
EPS beat(8)8
Avg EPS beat(8)10.34%
EPS beat(12)11
Avg EPS beat(12)11.51%
EPS beat(16)15
Avg EPS beat(16)16.93%
Revenue beat(2)0
Avg Revenue beat(2)-2.39%
Min Revenue beat(2)-2.81%
Max Revenue beat(2)-1.96%
Revenue beat(4)0
Avg Revenue beat(4)-2.94%
Min Revenue beat(4)-5.61%
Max Revenue beat(4)-1.38%
Revenue beat(8)1
Avg Revenue beat(8)-2.98%
Revenue beat(12)3
Avg Revenue beat(12)-2.78%
Revenue beat(16)6
Avg Revenue beat(16)-0.41%
PT rev (1m)5.18%
PT rev (3m)4.64%
EPS NQ rev (1m)0%
EPS NQ rev (3m)1.47%
EPS NY rev (1m)0.75%
EPS NY rev (3m)6.74%
Revenue NQ rev (1m)0%
Revenue NQ rev (3m)0.02%
Revenue NY rev (1m)0.58%
Revenue NY rev (3m)1.88%
Valuation
Industry RankSector Rank
PE 44.72
Fwd PE 32.8
P/S 6.7
P/FCF 62.25
P/OCF 39.14
P/B 9.93
P/tB 11.26
EV/EBITDA 26.64
EPS(TTM)8.85
EY2.24%
EPS(NY)12.07
Fwd EY3.05%
FCF(TTM)6.36
FCFY1.61%
OCF(TTM)10.11
OCFY2.55%
SpS59.11
BVpS39.86
TBVpS35.16
PEG (NY)1.14
PEG (5Y)1.61
Graham Number89.09
Profitability
Industry RankSector Rank
ROA 12.4%
ROE 21.89%
ROCE 19.33%
ROIC 16.3%
ROICexc 17.62%
ROICexgc 19.19%
OM 20.3%
PM (TTM) 14.76%
GM 28.85%
FCFM 10.76%
ROA(3y)6.09%
ROA(5y)1.77%
ROE(3y)11.79%
ROE(5y)3.03%
ROIC(3y)9.88%
ROIC(5y)N/A
ROICexc(3y)10.75%
ROICexc(5y)N/A
ROICexgc(3y)11.84%
ROICexgc(5y)N/A
ROCE(3y)11.72%
ROCE(5y)N/A
ROICexgc growth 3YN/A
ROICexgc growth 5Y26.78%
ROICexc growth 3YN/A
ROICexc growth 5Y27.82%
OM growth 3YN/A
OM growth 5Y20.36%
PM growth 3YN/A
PM growth 5Y203.85%
GM growth 3Y48.5%
GM growth 5Y10.19%
F-Score8
Asset Turnover0.84
Health
Industry RankSector Rank
Debt/Equity 0.35
Debt/FCF 2.18
Debt/EBITDA 0.93
Cap/Depr 130.59%
Cap/Sales 6.35%
Interest Coverage 250
Cash Conversion 67.98%
Profit Quality 72.85%
Current Ratio 4.25
Quick Ratio 2.26
Altman-Z 10.25
F-Score8
WACC9.94%
ROIC/WACC1.64
Cap/Depr(3y)81.81%
Cap/Depr(5y)79.25%
Cap/Sales(3y)4.03%
Cap/Sales(5y)4.77%
Profit Quality(3y)N/A
Profit Quality(5y)N/A
High Growth Momentum
Growth
EPS 1Y (TTM)38.28%
EPS 3YN/A
EPS 5Y27.85%
EPS Q2Q%40.36%
EPS Next Y39.35%
EPS Next 2Y27.01%
EPS Next 3Y23.92%
EPS Next 5Y15.77%
Revenue 1Y (TTM)2.3%
Revenue growth 3Y16.15%
Revenue growth 5Y5.7%
Sales Q2Q%7.55%
Revenue Next Year6.32%
Revenue Next 2Y8.37%
Revenue Next 3Y8.9%
Revenue Next 5Y8.29%
EBIT growth 1Y32.44%
EBIT growth 3YN/A
EBIT growth 5Y27.21%
EBIT Next Year60.75%
EBIT Next 3Y29.77%
EBIT Next 5Y26.57%
FCF growth 1Y208.98%
FCF growth 3YN/A
FCF growth 5Y36.49%
OCF growth 1Y150.47%
OCF growth 3Y318.7%
OCF growth 5Y13.7%

CARPENTER TECHNOLOGY / CRS FAQ

Can you provide the ChartMill fundamental rating for CARPENTER TECHNOLOGY?

ChartMill assigns a fundamental rating of 7 / 10 to CRS.


What is the valuation status of CARPENTER TECHNOLOGY (CRS) stock?

ChartMill assigns a valuation rating of 4 / 10 to CARPENTER TECHNOLOGY (CRS). This can be considered as Fairly Valued.


What is the profitability of CRS stock?

CARPENTER TECHNOLOGY (CRS) has a profitability rating of 8 / 10.


Can you provide the financial health for CRS stock?

The financial health rating of CARPENTER TECHNOLOGY (CRS) is 8 / 10.


How sustainable is the dividend of CARPENTER TECHNOLOGY (CRS) stock?

The dividend rating of CARPENTER TECHNOLOGY (CRS) is 5 / 10 and the dividend payout ratio is 9.25%.