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Volatility is a statistical measure of the dispersion of returns for a given security or market index, it shows how the price swings around its mean. The volatility here is measured as the annualized standard deviation between monthly returns from the security over the past year. In most cases, the higher the volatility, the riskier the security.
Carlson Investments SE (WAR:CAI) Volatility Explanation
Volatility is a statistical measure of the dispersion of returns for a given security or market index. It’s often measured as standard deviation or variance of historical returns over a certain period. The volatility here is measured as the annualized standard deviation between monthly returns from the security over the past year.
Volatility reflects the uncertainty or risk of a security’s value. Generally speaking, a higher volatility suggests a higher risk, because it implies a wider fluctuation around average price. This means the price of the security can change dramatically in either direction within a short period. Conversely, a lower volatility means that the security's price is more steady, which suggests a lower risk.
Another measurement of relative volatility is Beta. Beta is a measure of systematic risk of a security or a portfolio in comparison to the market as a whole. Beta is usually compared to 1. A beta of greater than 1 indicates that the security's price will be more volatile than the market.
Carlson Investments SE Volatility Related Terms
WAR:CAI vs BLK, BX, KKR: Volatility Comparison
For the Asset Management subindustry, Carlson Investments SE's Volatility, along with its competitors' market caps and Volatility 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.
Carlson Investments SE Volatility vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Carlson Investments SE's Volatility distribution charts can be found below:
* The bar in red indicates where Carlson Investments SE's Volatility falls into.
Carlson Investments SE (WAR:CAI) Volatility Calculation
The annualized volatility is calculated as following:
σA
=
σM
*
√12
=
√ 1/(n-1) ∑(Ri - R')^2
*
√12
Where: σM is the monthly volatility, n is the number of months in the period, Ri is the security's historical monthly returns and R' is the arithmetic mean of monthly returns.
* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD. * For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.
Carlson Investments SE (WAR:CAI) has a Volatility of 36.18% as of Jul. 22, 2026. Volatility is measured as the annualized standard deviation between monthly returns from the security over the past year. View historical data on Carlson Investments SE and its competitors.
Is Carlson Investments SE's Volatility too high?
Carlson Investments SE's current Volatility is 36.18%. Overall, Carlson Investments SE has a GF Score™ of 29/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Carlson Investments SE's Volatility compare to BLK and BX?
Carlson Investments SE's Volatility of 36.18% can be compared against companies in the Asset Management industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Volatility for an Asset Management company?
A good Volatility depends on the Asset Management industry context. However, Volatility should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Volatility mean?
A high Volatility can signal that a stock is expensive relative to its fundamentals. Volatility is measured as the annualized standard deviation between monthly returns from the security over the past year. View historical data on Carlson Investments SE and its competitors. Carlson Investments SE's current Volatility is 36.18%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Carlson Investments SE stock overvalued right now?
Based on GuruFocus' analysis, Carlson Investments SE (WAR:CAI) is currently considered Significantly Overvalued. The stock's GF Value™ is zł0.94, compared to a current price of zł2.40 — trading 155.3% above its estimated fair value. The current Volatility is 36.18%. Carlson Investments SE's overall GF Score™ is 29/100 with 5 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Volatility calculated?
Volatility is calculated from a company's financial statements. For Carlson Investments SE (WAR:CAI), the current Volatility is 36.18% as of Jul. 22, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.
Is Carlson Investments SE (WAR:CAI) Overvalued in 2026?
Based on GuruFocus' analysis, Carlson Investments SE stock appears to be overvalued.
The current stock price of zł2.40 is trading 155.3% above its estimated GF Value™ of zł0.94.
GuruFocus considers Carlson Investments SE to be Significantly Overvalued.
Key valuation signals for WAR:CAI:
Volatility: 36.18%
GF Value™: zł0.94 vs. price of zł2.40 (155.3% above fair value)
No single metric tells the full story. See the WAR:CAI stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
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