Catalent Stock Performance

CTLT Stock  USD 57.98  0.16  0.28%   
On a scale of 0 to 100, Catalent holds a performance score of 19. The firm shows a Beta (market volatility) of 1.87, which signifies a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Catalent will likely underperform. Although it is vital to follow Catalent historical returns, it is good to be conservative about what you can do with the information regarding equity current trending patterns. Please makes use of Catalent value at risk, as well as the relationship between the skewness and day median price to make a quick decision on whether Catalent price patterns will revert.

Risk-Adjusted Performance

19 of 100

Compared to the overall equity markets, risk-adjusted returns on investments in Catalent are ranked lower than 19 (%) of all global equities and portfolios over the last 90 days. In spite of comparatively fragile essential indicators, Catalent unveiled solid returns over the last few months and may actually be approaching a breakup point. ...more
Financial Statements
Acquisition by Peter Zippelius of 4149 shares of Catalent subject to Rule 16b-3
EPS Estimate
Q2 2023 Catalent Inc Earnings Call Transcript
Unclassified Event
Novo Holdings to buy Catalent for 11.5 billion
ALERT The MA Class Action Launches Investigation of the Merger - EVBG, CTLT, HAYN, SNCE
EPS Reported
Catalent, Inc. Position Increased by Tocqueville Asset Management L.P.
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...
Begin Period Cash Flow449 M
Total Cashflows From Investing Activities-1.9 B

Catalent Relative Risk vs. Return Landscape

If you would invest  3,960  in Catalent on November 22, 2023 and sell it today you would earn a total of  1,835  from holding Catalent or generate 46.34% return on investment over 90 days. Catalent is currently generating 0.6606% in daily expected returns and assumes 2.6737% risk (volatility on return distribution) over the 90 days horizon. In different words, 23% of stocks are less volatile than Catalent, and 87% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon.
  Expected Return   
Given the investment horizon of 90 days Catalent is expected to generate 4.14 times more return on investment than the market. However, the company is 4.14 times more volatile than its market benchmark. It trades about 0.25 of its potential returns per unit of risk. The NYSE Composite is currently generating roughly 0.22 per unit of risk.

Catalent Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Catalent's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Catalent, and traders can use it to determine the average amount a Catalent's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.

Sharpe Ratio = 0.2471

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Estimated Market Risk

  actual daily
77% of assets are more volatile

Expected Return

  actual daily
88% of assets have higher returns

Risk-Adjusted Return

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81% of assets perform better
Based on monthly moving average Catalent is performing at about 19% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Catalent by adding it to a well-diversified portfolio.

Catalent Fundamentals Growth

Catalent Stock prices reflect investors' perceptions of the future prospects and financial health of Catalent, and Catalent fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Catalent Stock performance.

About Catalent Performance

To evaluate Catalent Stock as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Catalent generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Catalent Stock's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Catalent market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Catalent's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.
Last ReportedProjected for 2024
Effect of Exchange Rate Changes on Cash12.7 M13.6 M
Return on Investment(2.03)(2.08)
Return on Average Assets(0.03)(0.03)
Return on Average Equity(0.05)(0.05)
Return on Invested Capital(0.01)(0.01)
Return on Sales(0.03)(0.03)

Things to note about Catalent performance evaluation

Checking the ongoing alerts about Catalent for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Catalent help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
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 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
Evaluating Catalent's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Catalent's stock performance include:
  • Analyzing Catalent's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
  • Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Catalent's stock is overvalued or undervalued compared to its peers.
  • Examining Catalent's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
  • Evaluating Catalent's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Catalent's management team can help you assess the Company's leadership.
  • Pay attention to analyst opinions and ratings of Catalent's stock. These opinions can provide insight into Catalent's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating Catalent's stock performance is not an exact science, and many factors can impact Catalent's stock market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.
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 Trending Equities to better understand how to build diversified portfolios, which includes a position in 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.
For more information on how to buy Catalent Stock please use our How to Invest in Catalent guide.
You can also try the Portfolio Holdings module to check your current holdings and cash postion to detemine if your portfolio needs rebalancing.

Complementary Tools for Catalent Stock analysis

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
Earnings Share
Revenue Per Share
Quarterly Revenue Growth
Return On Assets
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.