CARPENTER TECHNOLOGY (CRS) Stock Fundamental Analysis

USA • New York Stock Exchange • NYSE:CRS • US1442851036

369.7 USD
+9.7 (+2.69%)
At close: Feb 11, 2026
372.03 USD
+2.33 (+0.63%)
After Hours: 2/11/2026, 8:15:14 PM
Overview Stock Chart Technical Analysis Fundamental Analysis Analyst Ratings Earnings Estimates Financials Ownership News
Fundamental Rating

7

Taking everything into account, CRS scores 7 out of 10 in our fundamental rating. CRS was compared to 73 industry peers in the Aerospace & Defense industry. CRS has outstanding health and profitabily ratings, belonging to the best of the industry. This is a solid base for any company. CRS has a decent growth rate and is not valued too expensively. These ratings could make CRS a good candidate for quality investing.


Dividend Valuation Growth Profitability Health

8

1. Profitability

1.1 Basic Checks

  • In the past year CRS was profitable.
  • In the past year CRS had a positive cash flow from operations.
  • In multiple years CRS reported negative net income over the last 5 years.
  • Each year in the past 5 years CRS had a positive operating cash flow.
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 94.52% of the companies in the same industry.
  • CRS has a better Return On Equity (21.89%) than 87.67% of its industry peers.
  • The Return On Invested Capital of CRS (16.30%) is better than 94.52% of its industry peers.
  • CRS had an Average Return On Invested Capital over the past 3 years of 9.88%. This is in line with the industry average of 8.71%.
  • 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

  • Looking at the Profit Margin, with a value of 14.76%, CRS belongs to the top of the industry, outperforming 91.78% of the companies in the same industry.
  • In the last couple of years the Profit Margin of CRS has grown nicely.
  • CRS has a Operating Margin of 20.30%. This is amongst the best in the industry. CRS outperforms 90.41% of its industry peers.
  • CRS's Operating Margin has improved in the last couple of years.
  • CRS's Gross Margin of 28.85% is fine compared to the rest of the industry. CRS outperforms 65.75% of its industry peers.
  • 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. Health

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.
  • The number of shares outstanding for CRS remains at a similar level compared to 1 year ago.
  • CRS has more shares outstanding than it did 5 years ago.
  • 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 9.71 indicates that CRS is not in any danger for bankruptcy at the moment.
  • With an excellent Altman-Z score value of 9.71, CRS belongs to the best of the industry, outperforming 82.19% 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.
  • CRS has a better Debt to FCF ratio (2.18) than 90.41% of its industry peers.
  • CRS has a Debt/Equity ratio of 0.35. This is a healthy value indicating a solid balance between debt and equity.
  • With a decent Debt to Equity ratio value of 0.35, CRS is doing good in the industry, outperforming 60.27% of the companies in the same industry.
Industry RankSector Rank
Debt/Equity 0.35
Debt/FCF 2.18
Altman-Z 9.71
ROIC/WACC1.65
WACC9.88%
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

  • A Current Ratio of 4.25 indicates that CRS has no problem at all paying its short term obligations.
  • With a decent Current ratio value of 4.25, CRS is doing good in the industry, outperforming 75.34% 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 has a better Quick ratio (2.26) than 67.12% 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

5

3. Growth

3.1 Past

  • CRS shows a strong growth in Earnings Per Share. In the last year, the EPS has been growing by 38.28%, which is quite impressive.
  • Measured over the past years, CRS shows a very strong growth in Earnings Per Share. The EPS has been growing by 27.85% on average per year.
  • CRS shows a small growth in Revenue. In the last year, the Revenue has grown by 2.30%.
  • 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 15.01% yearly.
  • CRS is expected to show a small growth in Revenue. In the coming years, the Revenue will grow by 5.66% yearly.
EPS Next Y38.31%
EPS Next 2Y28.01%
EPS Next 3Y23.4%
EPS Next 5Y15.01%
Revenue Next Year5.72%
Revenue Next 2Y7.86%
Revenue Next 3Y7.72%
Revenue Next 5Y5.66%

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.
  • When comparing the Revenue growth rate of the last years to the growth rate of the upcoming years, we see that the growth is stable.
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
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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5

4. Valuation

4.1 Price/Earnings Ratio

  • CRS is valuated quite expensively with a Price/Earnings ratio of 41.77.
  • CRS's Price/Earnings ratio is a bit cheaper when compared to the industry. CRS is cheaper than 67.12% of the companies in the same industry.
  • The average S&P500 Price/Earnings ratio is at 28.23. CRS is valued slightly more expensive when compared to this.
  • A Price/Forward Earnings ratio of 30.16 indicates a quite expensive valuation of CRS.
  • Compared to the rest of the industry, the Price/Forward Earnings ratio of CRS indicates a somewhat cheap valuation: CRS is cheaper than 73.97% of the companies listed in the same industry.
  • When comparing the Price/Forward Earnings ratio of CRS to the average of the S&P500 Index (28.01), we can say CRS is valued inline with the index average.
Industry RankSector Rank
PE 41.77
Fwd PE 30.16
CRS Price Earnings VS Forward Price EarningsCRS Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 20 40 60 80

4.2 Price Multiples

  • Compared to the rest of the industry, the Enterprise Value to EBITDA ratio of CRS indicates a somewhat cheap valuation: CRS is cheaper than 60.27% of the companies listed in the same industry.
  • Based on the Price/Free Cash Flow ratio, CRS is valued a bit cheaper than 60.27% of the companies in the same industry.
Industry RankSector Rank
P/FCF 58.16
EV/EBITDA 24.83
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 23.40% in the coming years. This may justify a more expensive valuation.
PEG (NY)1.09
PEG (5Y)1.5
EPS Next 2Y28.01%
EPS Next 3Y23.4%

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

5

5. Dividend

5.1 Amount

  • With a yearly dividend of 0.23%, CRS is not a good candidate for dividend investing.
  • CRS's Dividend Yield is a higher than the industry average which is at 0.35.
  • Compared to an average S&P500 Dividend Yield of 1.79, CRS's dividend is way lower than the S&P500 average.
Industry RankSector Rank
Dividend Yield 0.23%

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 their dividend for at least 10 years, which is a reliable track record.
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

  • CRS pays out 9.25% of its income as dividend. This is a sustainable payout ratio.
DP9.25%
EPS Next 2Y28.01%
EPS Next 3Y23.4%
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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CARPENTER TECHNOLOGY

NYSE:CRS (2/11/2026, 8:15:14 PM)

After market: 372.03 +2.33 (+0.63%)

369.7

+9.7 (+2.69%)

Chartmill FA Rating
GICS SectorIndustrials
GICS IndustryGroupCapital Goods
GICS IndustryAerospace & Defense
Earnings (Last)01-29
Earnings (Next)04-22
Inst Owners97.76%
Inst Owner Change-0.02%
Ins Owners2.43%
Ins Owner Change-1.58%
Market Cap18.42B
Revenue(TTM)2.94B
Net Income(TTM)434.70M
Analysts83.33
Price Target358.54 (-3.02%)
Short Float %7.04%
Short Ratio3.73
Dividend
Industry RankSector Rank
Dividend Yield 0.23%
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)-0.51%
PT rev (3m)4.48%
EPS NQ rev (1m)1.87%
EPS NQ rev (3m)2.47%
EPS NY rev (1m)5.78%
EPS NY rev (3m)1.8%
Revenue NQ rev (1m)0.17%
Revenue NQ rev (3m)0.02%
Revenue NY rev (1m)1.26%
Revenue NY rev (3m)-0.16%
Valuation
Industry RankSector Rank
PE 41.77
Fwd PE 30.16
P/S 6.26
P/FCF 58.16
P/OCF 36.57
P/B 9.28
P/tB 10.52
EV/EBITDA 24.83
EPS(TTM)8.85
EY2.39%
EPS(NY)12.26
Fwd EY3.32%
FCF(TTM)6.36
FCFY1.72%
OCF(TTM)10.11
OCFY2.73%
SpS59.1
BVpS39.85
TBVpS35.15
PEG (NY)1.09
PEG (5Y)1.5
Graham Number89.08
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 9.71
F-Score8
WACC9.88%
ROIC/WACC1.65
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 Y38.31%
EPS Next 2Y28.01%
EPS Next 3Y23.4%
EPS Next 5Y15.01%
Revenue 1Y (TTM)2.3%
Revenue growth 3Y16.15%
Revenue growth 5Y5.7%
Sales Q2Q%7.55%
Revenue Next Year5.72%
Revenue Next 2Y7.86%
Revenue Next 3Y7.72%
Revenue Next 5Y5.66%
EBIT growth 1Y32.44%
EBIT growth 3YN/A
EBIT growth 5Y27.21%
EBIT Next Year60.31%
EBIT Next 3Y30.03%
EBIT Next 5Y27.04%
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 5 / 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%.