Carrier Global (XSWX:CARR) 1-Year Sharpe Ratio: N/A (As of Aug. 03, 2026)

Author: Vera Yuan Vera Yuan
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Vera Yuan
Director of Data and Quant Analytics at GuruFocus
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Charlie Tian
Founder & CEO of GuruFocus
Dr. Charlie Tian is the founder and CEO of GuruFocus.com, a leading global investment research platform established in 2004. With a Ph.D. in physics, Dr. Tian transitioned from science to finance, applying a data-driven, disciplined approach to value investing.

XSWX:CARR Carrier Global Corp XSWX:CARR
81 GF Score
Price CHF50.12
GF Value CHF56.37
! 9 Warning Signs
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What is Carrier Global 1-Year Sharpe Ratio?

The 1-Year Sharpe Ratio measures the additional return that an investor receives per unit of increase in risk over the past year. As of today (2026-08-03), Carrier Global's 1-Year Sharpe Ratio is Not available.

Carrier Global  (XSWX:CARR) 1-Year Sharpe Ratio Explanation

The 1-Year Sharpe Ratio inidicates the risk-adjusted return of an investment over the past year. It is calculated as the annualized result of the average monthly excess return divided by its standard deviation over the past year. The monthly excess return is the monthly investment return minus the monthly risk-free rate (typically the 10-year Treasury Constant Maturity Rate). If the risk-free rate for a specific region is not available, U.S. data is used by default.

The greater a portfolio's Sharpe Ratio, the better its risk-adjusted performance. A negative Sharpe Ratio means the risk-free rate is greater than the portfolio’s historical or projected return, or else the portfolio's return is expected to be negative.

Carrier Global 1-Year Sharpe Ratio Related Terms

XSWX:CARR vs JCI, LII, MAIR: 1-Year Sharpe Ratio Comparison

For the Building Products & Equipment subindustry, Carrier Global's 1-Year Sharpe Ratio, along with its competitors' market caps and 1-Year Sharpe Ratio data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.

Carrier Global 1-Year Sharpe Ratio vs Construction Industry

For the Construction industry and Industrials sector, Carrier Global's 1-Year Sharpe Ratio distribution charts can be found below:

* The bar in red indicates where Carrier Global's 1-Year Sharpe Ratio falls into.


XSWX:CARR
81GF Score
Carrier Global Corp XSWX:CARR
1-Year Sharpe Ratio is just one metric. See GF Score™, valuation, warning signs, and more.
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Carrier Global 1-Year Sharpe Ratio Calculation

The 1-Year Sharpe Ratio measures the performance of an investment such as a stock or portfolio compared to a risk-free asset. A stock / portfolio's 1-Year Sharpe Ratio can be calculated by dividing the difference between the one-year returns of the investment and the risk-free rate, by the standard deviation of the investment returns over one year.

Is Carrier Global (XSWX:CARR) Overvalued in 2026?

Based on GuruFocus' analysis, Carrier Global stock appears to be undervalued. The current stock price of CHF50.12 is trading 11.1% below its estimated GF Value™ of CHF56.37.

Key valuation signals for XSWX:CARR:

  • 1-Year Sharpe Ratio: N/A
  • GF Value™: CHF56.37 vs. price of CHF50.12 (11.1% below fair value)
  • GF Score™: 81/100 with 9 warning signs

No single metric tells the full story. See the XSWX:CARR stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.

Carrier Global Business Description

Address 13995 Pasteur Boulevard, Palm Beach Gardens, FL, USA, 33418
Carrier Global, spun out of United Technologies in 2020, manufactures and services commercial and residential HVAC systems and transportation refrigeration solutions under its flagship Carrier brand, as well as Bryant, Payne, Heil, and others across various price points. In 2024, Carrier acquired Viessmann Climate Solutions to expand its footprint in Europe with heat pumps, boilers, and solar PV equipment. Proceeds from the sale of Carrier's fire and security (Honeywell) and commercial refrigeration (Haier) businesses reduced debt and focused the company on global HVAC and refrigeration solutions. Carrier generates 75% of sales from equipment and 25% from parts and services. The company derives 50% of revenue from the US, 30% from Europe, and 20% from the Asia-Pacific region.
81GF Score

Get the complete analysis for XSWX:CARR

1-Year Sharpe Ratio is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

CHF50.12
Price
CHF56.37
GF Value