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Posted by
Two Blokes Jul 30 -
Filed in
Stock
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3 views
Carrier's post-earnings drop is overdone; strong commercial growth and margin expansion offset cyclical residential weakness, keeping the stock in Buy territory. Carrier stock has a lower P/E ratio than domestic peers despite higher expected growth, with the only PEG ratio in the group below 2. Positive drivers like data centers and aftermarket services are secular trends, more important for long-term value than current cyclical residential issues.
