Positioning no disclosures inside 60 days, left as found
Options put/call open interest 1.80, read 2026-11-02
Ethical does not pass the values gate
Price32.64 USD
Fair value32.87
Ethical score70.0/100
Value readFairas of 5 Nov 2026
Our investment reviews on this name
2026-10-30Read Distribution33.38-2.2% to today ✓Markup gives way to Distribution first Distribution read since October
2026-10-25Read Markup33.93-3.8% to today Accumulation gives way to Markup first Markup read since October
2026-10-18Read Accumulation32.64+0.0% to today ✓Markup gives way to Accumulation
2026-10-11Read Markup33.83-3.5% to today Distribution gives way to Markup after a 10% rise in 9 days
Our analytic regime reads on this name, dated and marked against the screened price. Small sample per name, and separate from the daily-framework accuracy on the Track Record page.
Carter's, Inc. holds its Distribution at $32.64. Consolidating, no directional conviction, held for 29 days.
As held on the ledger · 2026-11-05
Phase
Distribution · caution
Quantitative state
Consolidating, no directional conviction, held for 29 days
Price at the screen
$32.64
Valuation
5.40 trailing · 9.71 forward price to earnings
Values screen
FAIL· score 70.0
Beta
0.85
The Workings
Five Screens, Shown in Full
Does not pass. Debt ratio
Test
Figure
Limit
What it means
Status
Business activity
Permissible
Core business clean
Its core business isn't built on prohibited lines: no gambling, alcohol, tobacco, weapons, or interest-based lending.
Pass
Debt load
47.25%
Below 33%
Interest-bearing debt is 47.2% of its assets, above the one-third ceiling the screen allows.
Fail
Interest-bearing cash
0.85%
Below 33%
Cash held in interest-bearing accounts and securities is 0.8% of assets, under the one-third limit.
Pass
Receivables
25.33%
Below 49%
Money owed to the company is 25.3% of assets, under the 49% limit.
Pass
Revenue purity
0.46%
Below 5%
Only 0.5% of revenue comes from non-compliant sources, under the 5% line.
Pass
Five checks adapted from AAOIFI screening standards: business activity plus four balance-sheet ratios. All five must pass for ethical clearance. Every figure is arithmetic on public accounts, not judgement.
The Ethical Read
Why It Falls Short, in Plain English
Carter's,'s business is in a permissible area, but its interest-bearing debt is about 47% of the company, well over the ~33% line, so it does not pass on the financial screens.
Read as at 2026-11-05. It updates when the underlying figures move, and past reads are kept below.
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Today CRI does not pass the screen. If new figures move it to a pass, we send you one short email with the before and after. Verdicts change rarely, so you may not hear from us for a long time.
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What the Numbers Say It Is Worth
The Fair Value Range
Our analysis reads Fair vs our fair value, as of 5 Nov 2026: it trades at roughly a 1% discount to our $32.87 fair value.
Fair value range in USD, drawn from the 2026-11-05 screen. The gold marker is the market price at the same screen. A 0.7% discount to the base estimate.
Third-party analyst targets: 6 covering, consensus Hold. The average target sits +9% from the screen price.
Reading the gap · Our more conservative model reads it as roughly fairly valued here, while the Street is more bullish: a quality-at-a-fair-price name rather than a deep-value one.
Another profit measure, before interest, tax and non-cash costs: EBITDA.
The risks · The things to watch: it's a small-cap, so the share price can swing harder than the market.
Plain-English interpretation of our own screen data. Analysis, not advice.
Where & How to Trade
CRI trades on the NYSE. As a listed security it is accessible through almost any international broker offering its home market. New to this, or investing from abroad? Our guide to accessing global markets covers brokers, currencies and the practical steps.
The framework has shifted from markup to distribution since the last review. Smart money appears to be selling into strength. Institutional holders may be rotating out. Price has moved up 2.4% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows negative risk-adjusted returns. Our composite framework grades it C, carrying a low risk profile. Technically it is momentum reading neutral. Over the past year the shares are up 26%. Our forward projection puts the odds of a 10% gain over the next month near 23%. The street (6 analysts) rates it none, with a mean price target of $41. It reported earnings in this window, a natural checkpoint for the thesis.
2026-10-29Markup$32.60-3.9%Entry 13
The analysis reads markup. Price is trending higher with momentum. The crowd has caught on and buyers are in control. Price has moved down 3.9% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows negative risk-adjusted returns. Our composite framework grades it C, carrying a low risk profile. Technically it is momentum reading neutral. Over the past year the shares are up 26%. Our forward projection puts the odds of a 10% gain over the next month near 23%. The street (6 analysts) rates it none, with a mean price target of $41. It reported earnings in this window, a natural checkpoint for the thesis.
2026-10-28Markup$33.93+0.0%Entry 12
The analysis reads markup. Price is trending higher with momentum. The crowd has caught on and buyers are in control. Price has moved down 0.0% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows negative risk-adjusted returns. Our composite framework grades it C, carrying a low risk profile. Technically it is momentum reading neutral. Over the past year the shares are up 26%. Our forward projection puts the odds of a 10% gain over the next month near 23%. The street (6 analysts) rates it none, with a mean price target of $41. It reported earnings in this window, a natural checkpoint for the thesis.
2026-10-27Markup$33.93+0.0%Entry 11
The analysis reads markup. Price is trending higher with momentum. The crowd has caught on and buyers are in control. Price has moved down 0.0% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows negative risk-adjusted returns. Our composite framework grades it C, carrying a low risk profile. Technically it is momentum reading neutral. Over the past year the shares are up 26%. Our forward projection puts the odds of a 10% gain over the next month near 23%. The street (6 analysts) rates it none, with a mean price target of $41. It reported earnings in this window, a natural checkpoint for the thesis.
2026-10-26Markup$33.93+0.0%Entry 10
The analysis reads markup. Price is trending higher with momentum. The crowd has caught on and buyers are in control. Price has moved down 0.0% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows negative risk-adjusted returns. Our composite framework grades it C, carrying a low risk profile. Technically it is momentum reading neutral. Over the past year the shares are up 26%. Our forward projection puts the odds of a 10% gain over the next month near 23%. The street (6 analysts) rates it none, with a mean price target of $41. It reported earnings in this window, a natural checkpoint for the thesis.
2026-10-25Markup · changed$33.93+4.0%Entry 9
The framework has shifted from accumulation to markup since the last review. Price is trending higher with momentum. The crowd has caught on and buyers are in control. Price has moved up 4.0% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows negative risk-adjusted returns. Our composite framework grades it B, carrying a low risk profile. Technically it is momentum reading neutral. Over the past year the shares are up 26%. Our forward projection puts the odds of a 10% gain over the next month near 23%. The street (6 analysts) rates it none, with a mean price target of $41. Since the last review it its composite score eased.
The framework has shifted from markup to accumulation since the last review. Smart money appears to be quietly building positions. This typically precedes a markup phase. Price has moved down 3.5% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows negative risk-adjusted returns. Our composite framework grades it C, carrying a low risk profile. Technically it is holding around 22% above its long-term trend line with momentum reading bullish. Over the past year the shares are up 26%. Our forward projection puts the odds of a 10% gain over the next month near 23%. The street (6 analysts) rates it none, with a mean price target of $41.
2026-10-11Markup · changed$33.83+10.2%Entry 7
The framework has shifted from distribution to markup since the last review. Price is trending higher with momentum. The crowd has caught on and buyers are in control. Price has moved up 10.2% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows negative risk-adjusted returns. Our composite framework grades it C, carrying a low risk profile. Technically it is holding around 22% above its long-term trend line with momentum reading bullish. Over the past year the shares are up 26%. Our forward projection puts the odds of a 10% gain over the next month near 23%. The street (6 analysts) rates it none, with a mean price target of $41. Since the last review it its composite score eased.
The framework has shifted from markdown to distribution since the last review. Smart money appears to be selling into strength. Institutional holders may be rotating out. Price has moved down 21.4% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows negative risk-adjusted returns. Our composite framework grades it C, carrying a low risk profile. Technically it is holding around 22% above its long-term trend line with momentum reading bullish. Over the past year the shares are up 26%. Our forward projection puts the odds of a 10% gain over the next month near 23%. The street (6 analysts) rates it none, with a mean price target of $41. Since the last review it its composite score rose.
2026-08-25Markdown · changed$39.06+2.5%Entry 5
The framework has shifted from distribution to markdown since the last review. Price is trending lower. Sellers are in control and the prior trend has reversed. Price has moved up 2.5% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows negative risk-adjusted returns. Our composite framework grades it B, carrying a low risk profile. Technically it is holding around 22% above its long-term trend line with momentum reading bullish. Over the past year the shares are up 26%. Our forward projection puts the odds of a 10% gain over the next month near 23%. The street (6 analysts) rates it none, with a mean price target of $41.
Each entry above was written on its date, before the outcome. A journal you can prune is not a journal.
