Carta Holdings, Inc.

As of June 30, 2024, Carta Holdings, Inc. has 25.30M shares outstanding.

These figures are as of June 30, 2024. The price-to-sales ratio is 1.67, and the price-to-book ratio stands at 3.64.

As of June 30, 2024, Carta Holdings, Inc. trades at an EV/EBITDA multiple of 10.47 - the valuation measure that neutralizes differences in capital structure, tax rates, and depreciation policy, making it the standard yardstick for comparing companies across an industry. The EV/Sales ratio of 0.96 reflects the premium investors pay for the company's revenue stream, a useful check when earnings are depressed or negative. Its EV/EBIT multiple of 10.47 values the business against core operating earnings after depreciation, a stricter test than EV/EBITDA for capital-intensive businesses.

As of June 30, 2024, Carta Holdings, Inc. maintains a current ratio of 1.71, meaning it holds 1.7x the short-term assets needed to cover near-term liabilities.

Over the twelve months ended June 30, 2024, Carta Holdings, Inc. posted a negative return on equity (ROE) of -1.72, meaning shareholder capital produced losses rather than profits. Return on invested capital (ROIC) is negative at -1.46, so the business is destroying capital rather than earning a return above its cost of capital. Return on assets (ROA) is negative at -0.44, reflecting losses generated across the asset base. Return on capital employed (ROCE) is negative at -2.54, pointing to unprofitable operations over the period. Inventory turnover of 6.32 indicates how many times Carta Holdings, Inc. sells and replaces its inventory over a year, a key working capital efficiency ratio.

These figures cover the twelve months ended June 30, 2024. That works out to an effective tax rate of 117.03, which can sit above or below the statutory corporate tax rate depending on foreign earnings mix, tax credits, and one-off items.

As of the close on December 8, 2025, Carta Holdings, Inc.'s stock has gained approximately 41.95% over the past 52 weeks. The 50-day moving average sits at 2,091.67, while the 200-day moving average is 1,844.33.

Over the twelve months ended June 30, 2024, Carta Holdings, Inc. posted a gross margin of 89.93, reflecting its pricing power and cost economics. The operating margin of 9.18 and net profit margin of -0.84 provide insight into operational efficiency.

As of June 30, 2024, Carta Holdings, Inc. has an Altman Z-Score of 2.67, near the 3.0 threshold that indicates strong financial health and minimal bankruptcy risk.