Catalent Stock Buy Hold or Sell Recommendation

CTLT Stock  USD 57.98  0.16  0.28%   
Given the investment horizon of 90 days and your typical level of risk aversion, our recommendation regarding Catalent is 'Strong Buy'. Macroaxis provides Catalent buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding Catalent positions. The advice algorithm takes into account all of Catalent's available fundamental, technical, and predictive indicators you will find on this site. Key drivers impacting Osisko Gold Ro's buy or sell advice are summarized below:
Real Value
55.58
Target Price
48.6
Hype Value
57.1
Market Value
57.98
A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Catalent given historical horizon and risk tolerance towards Catalent. When Macroaxis issues a 'buy' or 'sell' recommendation for Catalent, the advice is generated through an automated system that utilizes algorithms and statistical models.
  
Check out Catalent Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool.
For more information on how to buy Catalent Stock please use our How to Invest in Catalent guide.
In addition, we conduct extensive research on individual companies such as Catalent and provide practical buy, sell, or hold advice based on investors' investing horizon and their risk tolerance towards Catalent. Also, note that the market value of any Company could be tightly coupled with the direction of predictive economic indicators such as signals in bureau of economic analysis.

Execute Catalent Buy or Sell Advice

The Catalent recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Catalent. Macroaxis does not own or have any residual interests in Catalent or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Catalent's advice using the current market data and latest reported fundamentals.

Time Horizon

Risk Tolerance

Execute Advice
Sell CatalentBuy Catalent
Strong Buy

Market Performance

SolidDetails

Volatility

Very steadyDetails

Hype Condition

Over hypedDetails

Current Valuation

OvervaluedDetails

Odds Of Distress

LowDetails

Economic Sensitivity

Actively responds to the marketDetails

Investor Sentiment

ImpartialDetails

Analyst Consensus

HoldDetails

Financial Strenth (F Score)

StrongDetails

Financial Leverage

InapplicableDetails

Reporting Quality (M-Score)

Unlikely ManipulatorDetails
For the selected time horizon Catalent has a Risk Adjusted Performance of 0.2086, Jensen Alpha of 0.5579, Total Risk Alpha of 0.0928, Sortino Ratio of 0.3137 and Treynor Ratio of 0.4765
Our advice module provides unbiased investment recommendation that can be used to complement current average analyst sentiment on Catalent. Our advice engine provides an advice for the firm potential to grow from the perspective of an investor's risk tolerance and investing horizon. To make sure Catalent is not overpriced, please confirm all Catalent fundamentals, including its revenue, cash flow from operations, working capital, as well as the relationship between the cash per share and number of employees . Given that Catalent has a price to earning of 17.80 X, we suggest you to validate Catalent market performance and probability of bankruptcy to ensure the company can sustain itself in the current economic cycle given your prevailing risk tolerance and investing horizon.

Catalent Trading Alerts and Improvement Suggestions

The company reported the previous year's revenue of 4.28 B. Net Loss for the year was (256 M) with profit before overhead, payroll, taxes, and interest of 1.04 B.
Catalent has a strong financial position based on the latest SEC filings
Over 100.0% of the company shares are held by institutions such as insurance companies
Latest headline from businesswire.com: CATALENT INVESTOR ALERT by the Former Attorney General of Louisiana Kahn Swick Foti, LLC Investigates Adequacy of Price and Process in Proposed Sale of Catalent, Inc. - CTLT

Catalent Returns Distribution Density

The distribution of Catalent's historical returns is an attempt to chart the uncertainty of Catalent's future price movements. The chart of the probability distribution of Catalent stock daily returns describes the distribution of returns around its average expected value. We use Catalent price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Catalent returns is essential to provide solid investment advice for Catalent.
Mean Return
0.90
Value At Risk
-2.65
Potential Upside
6.56
Standard Deviation
3.00
   Return Density   
       Distribution  
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Catalent historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.

Catalent Stock Institutional Investors

Have you ever been surprised when a price of an equity instrument such as Catalent is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Catalent backward and forwards among themselves. Catalent's institutional investor refers to the entity that pools money to purchase Catalent's securities or originates loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
Shares
Nomura Holdings Inc2023-09-30
4.3 M
Elliott Investment Management L.p.2023-09-30
M
Geode Capital Management, Llc2023-09-30
M
Ameriprise Financial Inc2023-09-30
3.5 M
Capital Research & Mgmt Co - Division 32023-12-31
M
Amvescap Plc.2023-09-30
2.8 M
Norges Bank2023-12-31
2.6 M
Morgan Stanley - Brokerage Accounts2023-09-30
2.2 M
Northern Trust Corp2023-09-30
2.2 M
Vanguard Group Inc2023-09-30
20.5 M
Capital World Investors2023-12-31
19.1 M
Note, although Catalent's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

Catalent Cash Flow Accounts

201920202021202220232024 (projected)
Capital Expenditure(466M)(686M)(660M)(568M)(511.2M)(524.7M)
Depreciation Amortization and Accretion254M289M378M422M485.3M386.2M
Net Cash Flow or Change in Cash and Cash Equivalents608M(57M)(447M)(169M)(152.1M)(156.1M)
Net Cash Flow Business Acquisitions and Disposals(358M)140M(1.2B)(474M)(426.6M)(460.3M)
Issuance Purchase of Equity Shares1.0B120M26M4M3.6M3.7M
Issuance Repayment of Debt Securities49M99M1.0B485M557.8M601.8M
Net Cash Flow from Financing1.0B142M1.0B521M599.2M568.1M
Net Cash Flow from Investing(827M)(649M)(1.9B)(955M)(859.5M)(927.4M)
Net Cash Flow Investment Acquisitions and Disposals(3M)(103M)(22M)87M100.1M107.9M
Net Cash Flow from Operations440M433M439M254M292.1M318.5M
Effect of Exchange Rate Changes on Cash(7M)17M(33M)11M12.7M13.6M
Share Based Compensation48M51M54M35M40.3M36.8M

Catalent Greeks

Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Catalent or Pharmaceuticals sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Catalent's price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Catalent stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α
Alpha over NYSE Composite
0.56
β
Beta against NYSE Composite1.87
σ
Overall volatility
2.67
Ir
Information ratio 0.24

Catalent Volatility Alert

Catalent currently demonstrates below-average downside deviation. It has Information Ratio of 0.24 and Jensen Alpha of 0.56. However, we advise investors to further question Catalent expected returns to ensure all indicators are consistent with the current outlook about its relatively low value at risk. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Catalent's stock risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Catalent's stock price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different stocks as prices fall.

Catalent Fundamentals Vs Peers

Comparing Catalent's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Catalent's direct or indirect competition across all of the common fundamentals between Catalent and the related equities. This way, we can detect undervalued stocks with similar characteristics as Catalent or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of Catalent's fundamental indicators could also be used in its relative valuation, which is a method of valuing Catalent by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare Catalent to competition
FundamentalsCatalentPeer Average
Return On Equity-0.3-0.31
Return On Asset-0.0083-0.14
Profit Margin(0.32) %(1.27) %
Operating Margin(0.11) %(5.51) %
Current Valuation15.08 B16.62 B
Shares Outstanding180.74 M571.82 M
Shares Owned By Insiders0.49 %10.09 %
Shares Owned By Institutions99.51 %39.21 %
Number Of Shares Shorted11.13 M4.71 M
Price To Earning17.80 X28.72 X
Price To Book2.79 X9.51 X
Price To Sales2.56 X11.42 X
Revenue4.28 B9.43 B
Gross Profit1.04 B27.38 B
EBITDA79 M3.9 B
Net Income(256 M)570.98 M
Cash And Equivalents345 M2.7 B
Cash Per Share1.92 X5.01 X
Total Debt4.85 B5.32 B
Debt To Equity0.90 %48.70 %
Current Ratio2.86 X2.16 X
Book Value Per Share20.27 X1.93 K
Cash Flow From Operations261 M971.22 M
Short Ratio6.12 X4.00 X
Earnings Per Share(7.18) X3.12 X
Price To Earnings To Growth3.79 X4.89 X
Target Price57.32
Number Of Employees18 K18.84 K
Beta1.2-0.15
Market Capitalization10.51 B19.03 B
Total Asset10.78 B29.47 B
Retained Earnings518 M9.33 B
Working Capital1.17 B1.48 B
Note: Acquisition by Peter Zippelius of 4149 shares of Catalent subject to Rule 16b-3 [view details]

Catalent Market Momentum

Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Catalent . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.

About Catalent Buy or Sell Advice

When is the right time to buy or sell Catalent? Buying financial instruments such as Catalent Stock isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.
 2021 2022 2023 2024 (projected)
Receivables1.1B1.0B901.8M739.6M
Inventories702M777M699.3M754.5M

Use Investing Ideas to Build Portfolios

In addition to having Catalent in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

Did You Try This Idea?

Run Millennials Best Thematic Idea Now

Millennials Best
Millennials Best Theme
Companies or funds that provide products or services that appeal to the generation of millennials and that are expected to experience growth in the next 5 years. The millennial generation usually refers to the demographic population that were born between 1980 to 2000. The Millennials Best theme has 77 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Millennials Best Theme or any other thematic opportunities.
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When determining whether Catalent is a good investment, qualitative aspects like company management, corporate governance, and ethical practices play a significant role. A comparison with peer companies also provides context and helps to understand if Catalent Stock is undervalued or overvalued. This multi-faceted approach, blending both quantitative and qualitative analysis, forms a solid foundation for making an informed investment decision about Catalent Stock. Highlighted below are key reports to facilitate an investment decision about Catalent Stock:
Check out Catalent Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool.
For more information on how to buy Catalent Stock please use our How to Invest in Catalent guide.
You can also try the Commodity Channel module to use Commodity Channel Index to analyze current equity momentum.

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Is Catalent's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Catalent. If investors know Catalent will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Catalent listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth
(0.15)
Earnings Share
(7.18)
Revenue Per Share
22.623
Quarterly Revenue Growth
(0.10)
Return On Assets
(0.01)
The market value of Catalent is measured differently than its book value, which is the value of Catalent that is recorded on the company's balance sheet. Investors also form their own opinion of Catalent's value that differs from its market value or its book value, called intrinsic value, which is Catalent's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Catalent's market value can be influenced by many factors that don't directly affect Catalent's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Catalent's value and its price as these two are different measures arrived at by different means. Investors typically determine if Catalent is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Catalent's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.