Catalent Stock Z Score

CTLT Stock  USD 57.98  0.16  0.28%   
Altman Z Score is one of the simplest fundamental models to determine how likely your company is to fail. The module uses available fundamental data of a given equity to approximate the Altman Z score. Altman Z Score is determined by evaluating five fundamental price points available from the company's current public disclosure documents. Check out Catalent Piotroski F Score and Catalent Valuation analysis.
For more information on how to buy Catalent Stock please use our How to Invest in Catalent guide.
  
At this time, Catalent's Invested Capital Average is comparatively stable as compared to the past year. Market Capitalization is likely to gain to about 10 B in 2024, whereas Capital Expenditure is likely to drop (524.7 M) in 2024. At this time, Catalent's Direct Expenses is comparatively stable as compared to the past year. Operating Expenses is likely to gain to about 1.5 B in 2024, whereas Earning Before Interest and Taxes EBIT is likely to drop (184.1 M) in 2024.

Catalent Z Score Analysis

Catalent's Z-Score is a simple linear, multi-factor model that measures the financial health and economic stability of a company. The score is used to predict the probability of a firm going into bankruptcy within next 24 months or two fiscal years from the day stated on the accounting statements used to calculate it. The model uses five fundamental business ratios that are weighted according to algorithm of Professor Edward Altman who developed it in the late 1960s at New York University..

Z Score

 = 

Sum Of

5 Factors

More About Z Score | All Equity Analysis

Current Catalent Z Score

    
  1.92  
Most of Catalent's fundamental indicators, such as Z Score, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Catalent is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.

First Factor

 = 

1.2 * (

Working Capital

/

Total Assets )

Second Factor

 = 

1.4 * (

Retained Earnings

/

Total Assets )

Thrid Factor

 = 

3.3 * (

EBITAD

/

Total Assets )

Fouth Factor

 = 

0.6 * (

Market Value of Equity

/

Total Liabilities )

Fifth Factor

 = 

0.99 * (

Revenue

/

Total Assets )

Catalent Z Score Driver Correlations

Understanding the fundamental principles of building solid financial models for Catalent is extremely important. It helps to project a fair market value of Catalent Stock properly, considering its historical fundamentals such as Z Score. Since Catalent's main accounts across its financial reports are all linked and dependent on each other, it is essential to analyze all possible correlations between related accounts. However, instead of reviewing all of Catalent's historical financial statements, investors can examine the correlated drivers to determine its overall health. This can be effectively done using a conventional correlation matrix of Catalent's interrelated accounts and indicators.
To calculate a Z-Score, one would need to know a company's current working capital, its total assets and liabilities, and the amount of its latest earnings as well as earnings before interest and tax. Z-Scores can be used to compare the odds of bankruptcy of companies in a similar line of business or firms operating in the same industry. Companies with Z-Scores above 3.1 are generally considered to be stable and healthy with a low probability of bankruptcy. Scores that fall between 1.8 and 3.1 lie in a so-called 'grey area,' with scores of less than 1 indicating the highest probability of distress. Z Score is a used widely measure by financial auditors, accountants, money managers, loan processors, wealth advisers, and day traders. In the last 25 years, many financial models that utilize z-scores proved it to be successful as a predictor of corporate bankruptcy.
Competition

In accordance with the company's disclosures, Catalent has a Z Score of 1.92. This is 71.56% lower than that of the Pharmaceuticals sector and significantly higher than that of the Health Care industry. The z score for all United States stocks is 77.98% higher than that of the company.

Catalent Z Score Peer Comparison

Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Catalent's direct or indirect competition against its Z Score to detect undervalued stocks with similar characteristics or determine the stocks which would be a good addition to a portfolio. Peer analysis of Catalent could also be used in its relative valuation, which is a method of valuing Catalent by comparing valuation metrics of similar companies.
Catalent is currently under evaluation in z score category among related companies.

Catalent Current Valuation Drivers

We derive many important indicators used in calculating different scores of Catalent from analyzing Catalent's financial statements. These drivers represent accounts that assess Catalent's ability to generate profits relative to its revenue, operating costs, and shareholders' equity. Below are some of Catalent's important valuation drivers and their relationship over time.
201920202021202220232024 (projected)
Net Income Per Employee15.8K33.8K27.3K(14.4K)(12.9K)(13.3K)
Revenue Per Employee222.0K231.1K254.1K239.5K215.5K206.5K
Average Assets6.8B8.5B10.3B10.7B12.4B13.3B
Earnings Before Interest Taxes and Depreciation Amortization EBITDA640M1.1B1.1B266M305.9M469.7M
Earnings Before Interest Taxes and Depreciation Amortization USD640M1.1B1.1B266M305.9M469.7M
Earnings before Tax260M715M579M(342M)(393.3M)(403.7M)
Average Equity2.1B3.5B4.5B4.7B5.4B5.9B
Enterprise Value13.9B20.7B22.6B12.4B14.3B14.2B
Free Cash Flow(26M)(253M)(221M)(314M)(282.6M)(290.0M)
Invested Capital5.6B6.9B9.1B9.8B11.3B9.0B
Invested Capital Average5.3B6.3B8.5B9.7B11.1B12.0B
Market Capitalization11.4B18.4B19.2B7.8B9.0B10.0B
Tangible Asset Value4.4B5.8B6.4B6.8B7.8B8.4B
Working Capital1.4B1.7B1.8B1.2B1.3B1.2B

Catalent Institutional Holders

Institutional Holdings refers to the ownership stake in Catalent that is held by large financial organizations, pension funds or endowments. Institutions may purchase large blocks of Catalent's outstanding shares and can exert considerable influence upon its management. Institutional holders may also work to push the share price higher once they own the stock. Extensive social media coverage, TV shows, articles in high-profile magazines, and presentations at investor conferences help move the stock higher, increasing Catalent's value.
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

Catalent Fundamentals

About Catalent Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze Catalent's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Catalent using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Catalent based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
Catalent, Inc., together with its subsidiaries, develops and manufactures solutions for drugs, protein-based biologics, cell and gene therapies, and consumer health products worldwide. The company was incorporated in 2007 and is headquartered in Somerset, New Jersey. Catalent operates under Drug ManufacturersSpecialty Generic classification in the United States and is traded on New York Stock Exchange. It employs 19000 people.

Pair Trading with Catalent

One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Catalent position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Catalent will appreciate offsetting losses from the drop in the long position's value.

Moving against Catalent Stock

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The ability to find closely correlated positions to Catalent could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Catalent when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Catalent - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Catalent to buy it.
The correlation of Catalent is a statistical measure of how it moves in relation to other equities. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Catalent moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Catalent moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Catalent can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.
Pair CorrelationCorrelation Matching
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 Piotroski F Score and Catalent Valuation analysis.
For more information on how to buy Catalent Stock please use our How to Invest in Catalent guide.
You can also try the Portfolio Center module to all portfolio management and optimization tools to improve performance of your portfolios.

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When running Catalent's price analysis, check to measure Catalent's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Catalent is operating at the current time. Most of Catalent's value examination focuses on studying past and present price action to predict the probability of Catalent's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Catalent's price. Additionally, you may evaluate how the addition of Catalent to your portfolios can decrease your overall portfolio volatility.
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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.