Carrier makes residential and commercial HVAC equipment, including Carrier, Bryant and Payne furnaces, heat pumps and chillers, plus Viessmann heating and Toshiba climate systems outside North America. Its moat rests on installed-base service revenue and distribution relationships with contractors, which tend to hold up better than new-unit sales through a housing downturn. The near-term story is a refrigerant transition and efficiency-standard reset that forces replacement cycles, alongside the Viessmann integration and cost programs aimed at lifting margins from today's 13.1% operating level. Revenue growth of 3.9% and a forward P/E of 16.3 against a trailing 39.8 suggest earnings are expected to recover sharply, and the 9.0% ROE shows that recovery has not yet arrived in the reported numbers. The score of 38/100 and absence from major indices mean the case rests on whether that earnings step-up materializes, which is the question to test before going further.
Plain-English pros, cons, and what to watch. Pro feature.
See what each model says, the assumptions behind it, the bad, normal and good cases, and why the fair value changed.
The full quality picture: a reason under every score, how the scores moved, and the conviction breakdown.
The full analyst picture: the price-target distribution against the current price, forward consensus estimates, and how ACCE's own models compare.
Trades are only made public after a delay. We show the delay so you know how old the news is.
Follow the informed money: 13F position changes, insider and Congress trades, and 13D activist filings.
| Date | Type | New | Previous | Price |
|---|---|---|---|---|
| 18 Oct 2026, 16:04 CEST | Rating | Overvalued | first publication | $55.00 |
| 18 Oct 2026, 00:00 CEST | ACCE price target | $57.40 | $75.00 | $55.00 |
| 14 Oct 2026, 00:00 CEST | Fair value | $42.76 | $43.35 | $55.42 |
| 10 Oct 2026, 00:00 CEST | Fair value | $43.35 | $44.17 | $55.83 |
| 30 Sept 2026, 00:00 CEST | Fair value | $44.17 | $44.92 | $55.87 |
| 23 Sept 2026, 00:00 CEST | Fair value | $44.92 | $43.89 | $54.62 |
| 18 Sept 2026, 00:00 CEST | Fair value | $43.89 | $45.19 | $54.26 |
| 14 Sept 2026, 00:00 CEST | Fair value | $45.19 | $46.41 | $57.46 |
| 7 Sept 2026, 00:00 CEST | Fair value | $46.41 | $48.00 | $59.71 |
| 2 Sept 2026, 00:00 CEST | Fair value | $48.00 | $48.64 | $58.22 |
Answered from Carrier Global Corporation Common Stock fundamentals + recent valuations. Every number shows its source and date.
| Company | Price | Fair value | vs fair value | P/E | ROE | Quality | Score |
|---|---|---|---|---|---|---|---|
| CARR Carrier Global Corporation Common Stock | $56.24 | $42 | 32% above | 40.8x | 9.0% | 47 | 41 |
| 6367.T Daikin Industries | ¥21245.00 | ¥41792 | 49% below | 22.6x | 9.6% | 56 | 60 |
| SGO.PA Compagnie de Saint-Gobain | €66.40 | €97 | 32% below | 12.3x | 11.0% | 56 | 44 |
| JCI Johnson Controls International plc Ordinary Share | $143.00 | $82 | 75% above | 40.7x | 14.3% | 66 | 59 |
| GEBN.SW Geberit | CHF 559.80 | CHF 329 | 70% above | 29.9x | 54.1% | 84 | 59 |
| TT Trane Technologies plc | $448.80 | $257 | 75% above | 35.1x | 36.6% | 81 | 54 |
| MAS Masco Corporation Common Stock | $78.05 | $71 | 10% above | 18.0x | 58.6% | 64 | 61 |
Where CARR ranks against its sector peers on each metric.