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50

CARE

๐Ÿฆ Financial Services

Carter Bankshares, Inc.

Conservative #610Aggressive #620Low RiskLow 30MLโ†‘ 35pt
$21.56+0.51%
Day High$21.69
Day Low$21.27
Volume0.1M
Mkt Cap$476M
52W Low $1452W High $23
Market Cap
$484M
P/E Ratio
15.3
Sector avg: 26.8
Rev Growth
6.2%
Sector avg: 13.4%
Earnings Growth
27.9%
Profit Margin
12.5%
Sector avg: -2.8%
Debt/Equity
0.43

Why This Score

CARE scores 50.4 on the Conservative profile, blending a fundamental score (80% weight, emphasizing quality and stability (84% of fundamental weight)) with a machine-learning signal (20% weight) trained on 82 features across 30 years of data.

Strengths
  • Positive but moderate momentum (26%) โ€” steady appreciation without overheating.
Risk Factors
  • Liquidity concern: Limited trading volume or float results in a 15-point penalty for execution risk.

Net penalties of -15.0 points significantly impact the ranking. Without these adjustments, CARE would rank considerably higher.

Score Breakdown

Overall Score50.4
Fundamental Score59.3
ML Score70.0

Score by Horizon

3 Month
66.5
6 Month
74.3
Primary
1 Year
78.2

Quality Assessment

A
Earnings Grade
Strong fundamentals, high earnings quality

Position Sizing

Suggested Allocation
5%
Confidence
high

Score Composition Waterfall

How each component affects the final score
Backtested Scoring Levers (IC-calibrated from 30y ElasticNet)
Weinstein (12.1%)
100
Advancing
Sentiment (2.5%)
54
Neutral
Analyst (6.4%)
58
Neutral
Tradability (post-hoc)
34
Grade Dlow volume, low dollar volume
Base
46.4
SHAP
+3.2
Factors
+0.8
Final
50.4
Positive adjustment
Negative adjustment
Base blend
Final score

Signal SegmentsComputed from ML features

Fundamental (Valuation, Quality, Growth)62.0
Technical (Momentum, Weinstein, Volatility)80.0
External (Sentiment, Analyst, Macro)78.0
Scores below 50 indicate weakness in that segment relative to the universe.

Data Quality

Score
Features
Confidence
Feature Coverage89%

Growth Estimates

Short-term
-0.5% to +3.7%
Medium-term
+0.1% to +6.6%
Long-term
+0.7% to +9.4%

ML Model Core Features100 trained inputs โ†’ ML Score: 70

These features are direct inputs to the machine learning model. The model was trained on these signals alongside 100 features (including 12 momentum/technical indicators) to produce the ML percentile score.

Analyst Intelligence
Consensus Score58.3/100
Target Upside+4.8%
Coverage3 analysts
Market Sentiment
Sentiment Score53.5/100
News Volume1 articles
Technical Stage
Weinstein Stage2 โ€” Advancing
12M Momentum+0.3%
6M Momentum+0.1%
Volatility+0.1%
Momentum & Technical
Momentum Acceleration+13.7%
Momentum ConsistencyModerate (0.47)
Relative Strength vs Sector+16.8%
Trend Strength (ADX Proxy)Strong (3.7)
Momentum Quality+0.226
Momentum BreadthBroad โœ“
Macro Regime
Bull RegimeYes
High Vol RegimeNo
S&P 500 Return+25.0%
Yield Curve-0.1bp

Sector-Relative AnalysisIn-model features

Value Trap Signal
9%
Low risk
Sector RevGr Rank
P57
Revenue growth vs Financial Services peers
Sector PE Rank
P49
Valuation vs Financial Services peers
Sector FCF Rank
P43
Free cash flow vs Financial Services peers
Growth Deviation
+0.0ฯƒ
Z-score vs sector median
Stagnation Flag
NO
Not flagged

Analysis Signals

Scoring Factors
Fundamental score of 43 relative to sector peers43/100
Machine learning model ranks this stock at the 78th percentileP78
ML model weight reduced to 9% due to macro conditions: market in extended rally phase; yield curve inverted (recession indicator); late-cycle economic indicators detected9% ML weight
SHAP feature alignment: +3.6pt (features align with model priorities)โ€”
Blend: 91% fund (42.9) + 9% ML (77.9) + SHAP(+3.6) = 49.6โ€”
Factor quality: +0.9pt (multi-factor composite)โ€”
Risk assessment: low. Annualized volatility 6.9%. Stability bonus of +8.1 points. Max drawdown 12% (-1.7 pts)Low
Market cap adjustment: -20.0 points ($0.5B market cap)-20.0 pts
Conviction penalty: -1.9pt (conviction=30)โ€”
Divergence penalty: -3.8pt (ML 35pt higher)โ€”
Risk Factors
Earnings quality grade A: strong earnings quality and financial health. Score adjusted by -5 pointsGrade A
Quality concern: CRE concentration risk: regional bank with likely elevated commercial real estate exposure โ€” forward-looking impairment risk not captured by trailing fundamentalsFlag

Sector Peer Comparison(Financial Services โ€” Rank #185 of 356 stocks)

StockScoreP/ERev GrowthMarginMkt Cap
CARE50.415.36.2%12.5%$484M
CME86.427.29.9%57.5%$112.1B
FHB84.911.83.2%24.2%$3.2B
ACT84.48.92.4%54.6%$6.1B
CINF84.210.711.4%18.9%$25.8B
SEIC82.214.010.7%27.3%$10.1B
TROW79.910.13.1%28.5%$21.1B
QQQX79.710.448.6%257.3%$1.4B
IBOC78.210.67.5%40.1%$4.4B
HWC77.812.2-1.5%24.1%$5.8B
FFIN77.418.811.7%30.7%$4.8B
TRMK77.111.934.8%19.3%$2.7B
NMIH77.07.78.4%55.1%$3.1B
EWBC76.712.74.6%28.3%$16.0B
WSFS76.312.8-3.1%21.1%$3.6B
MCHB76.1N/A123.7%23.2%$3.3B
Sector Average47.526.813.4%-2.8%โ€”

Market Sentimentvia FMP

Company Overviewvia FMP

Carter Bankshares, Inc. operates as the bank holding company for Carter Bank & Trust that provides various banking products and services. It accepts various deposit products, including checking, savings, retirement, and money market accounts, as well as longer-term certificates of deposits. The company also offers commercial loans comprising secured and unsecured loans; consumer loans, such as secured and unsecured loans for financing automobiles, home improvements, education, overdraft protection, and personal investments, as well as residential mortgages; real estate construction and acquisition loans; home equity lines of credit; and credit cards, as well as originates and holds fixed and variable rate mortgage loans. In addition, it provides other banking services that include safe deposit boxes, direct deposit of payroll and social security checks, online banking, bill pay, online account opening, mobile deposit, mobile banking, debit cards, e-statements, and ATM services; title insurance and other financial institution-related products and services; and treasury and corporate cash management services. It operates through 69 branches in Virginia and North Carolina. Carter Bankshares, Inc. was founded in 1974 and is headquartered in Martinsville, Virginia.

CEO
Litz H. Van Dyke
Employees
680
Beta
0.55
Industry
Banks - Regional
FMP-Identified Peers

Technical Picturecomputed from daily prices

RSI (14)
42.0
Neutral
Trend
Bullish
10-day vs 50-day MA
From 52W High
-4.2%
High: $22.51
From 52W Low
+58.4%
Low: $13.61
Moving Averages
10-Day
$21.60
Below
20-Day
$21.70
Below
50-Day
$20.70
Above
200-Day
$18.70
Above
60-Day Support
$18.21
60-Day Resistance
$22.51
Weinstein Stage Analysisbased on 200-day SMA framework
Stage 2 โ€” AdvancingScore: 79/100

Stock is in an uptrend above the 200-day moving average. This is the stage where institutional accumulation typically occurs. The 50-day SMA provides support.

Favorable technical position; 50-day SMA acts as support
Price vs 200 SMA
+15.3%
200 SMA Slope (60d)
+7.6%
Rising
Volume Ratio
1.37x
10d avg vs 50d avg
Days in Stage
65
Confidence: 90%
Breakout Volume Confirmed

Financial Statementslast 4 quarters via FMP

MetricQ4 2025Q3 2025Q2 2025Q1 2025
Revenue$65M$64M$62M$62M
Gross Profit$42M$35M$39M$38M
Operating Income$11M$7M$11M$11M
Net Income$8M$5M$9M$9M
EPS (Diluted)$0.39$0.24$0.37$0.39
Gross Margin65.2%54.9%63.2%61.7%
Operating Margin17.2%11.3%17.2%18.0%
Net Margin13.1%8.5%13.8%14.5%

Why This Stock

Financial ServicesP/E ratio of 15.3Profit margin 12.5%Valuation below sector median (P/E 15.3)

Tradability FilterGrade D โ€” 34/100Score impact: -6.3pt

Low Tradability Warning

This stock has limited trading volume and/or float. Institutional investors may face difficulty entering or exiting positions without significant price impact. A post-hoc penalty has been applied to the composite score (this is not a backtested model factor โ€” it is a practical tradability overlay).

Volume
20
110K avg/day
Dollar Vol
17
$2M/day
Float
51
21M shares
Mkt Cap
27
$484M
Range
93
65% spread
Composite Liquidity Score34/100
FDCBA
low volumelow dollar volumesmall cap

Multi-Year Range Analysis

Sideways: 4/100
YearLowHighRangeStatus
2021$10.02$16.4048.3%Wide
2022$12.58$18.8439.8%Wide
2023$10.43$17.7051.7%Wide
2024$10.95$20.4060.3%Wide
2025$13.61$20.6341%Wide
3-Year Range
65.7%
Narrow Years
0 / 5
Sideways Penalty
None
Free Float
95.9%
Outstanding Shares
22M
Bid-Ask Spread
65.0%
Institutional Tradable
No

Scores are generated by a multi-stage ML pipeline combining fundamental analysis, ensemble predictions, and structural risk signals. All data is for research purposes only and does not constitute financial advice. Past performance does not guarantee future results.