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Upturn AI SWOT - About
CTHR 
Charles & Colvard Ltd (CTHR)
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Upturn Advisory Summary
04/01/2025: CTHR (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type Stock | Historic Profit -56.84% | Avg. Invested days 22 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 3.02M USD | Price to earnings Ratio - | 1Y Target Price 1.1 |
Price to earnings Ratio - | 1Y Target Price 1.1 | ||
Volume (30-day avg) 13356 | Beta 1.28 | 52 Weeks Range 0.93 - 3.90 | Updated Date 04/2/2025 |
52 Weeks Range 0.93 - 3.90 | Updated Date 04/2/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -6 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin -77.23% | Operating Margin (TTM) -70.28% |
Management Effectiveness
Return on Assets (TTM) -16.33% | Return on Equity (TTM) -45.78% |
Valuation
Trailing PE - | Forward PE 112.36 | Enterprise Value 2171521 | Price to Sales(TTM) 0.13 |
Enterprise Value 2171521 | Price to Sales(TTM) 0.13 | ||
Enterprise Value to Revenue 0.09 | Enterprise Value to EBITDA -11.97 | Shares Outstanding 3079430 | Shares Floating 2096412 |
Shares Outstanding 3079430 | Shares Floating 2096412 | ||
Percent Insiders 30.3 | Percent Institutions 7.03 |
Analyst Ratings
Rating - | Target Price 1.1 | Buy - | Strong Buy - |
Buy - | Strong Buy - | ||
Hold - | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Charles & Colvard Ltd
Company Overview
History and Background
Charles & Colvard, Ltd., founded in 1995 (formerly known as Cree Research Inc.), is a US-based company specializing in lab-created moissanite gemstones and lab-grown diamonds. It was the first company to introduce moissanite to the jewelry market. Initially a materials science company, it transitioned to focusing solely on moissanite and lab-grown diamonds, establishing itself as a key player in the alternative gemstone market.
Core Business Areas
- Moissanite Jewelry: Manufactures and distributes moissanite gemstones and finished jewelry, including rings, earrings, and pendants. This represents their primary revenue stream.
- Lab-Grown Diamond Jewelry: Offers jewelry featuring lab-grown diamonds, catering to consumers seeking ethically sourced and sustainable alternatives to mined diamonds.
- Loose Stones: Sells loose moissanite and lab-grown diamond stones for custom jewelry designs.
Leadership and Structure
The leadership team includes Don O'Connell, President & CEO. The company operates with a functional organizational structure, focusing on sales, marketing, operations, and finance.
Top Products and Market Share
Key Offerings
- Moissanite Forever Oneu00ae: Charles & Colvard's flagship moissanite brand, known for its clarity, brilliance, and fire. While exact market share data is not publicly available, they are a significant player in the moissanite market. Competitors include Kobelli Moissanite, DovEggs Jewelry, and generic moissanite manufacturers.
- Lab-Grown Diamonds: Offers lab-grown diamonds, competing with other lab-grown diamond retailers and wholesalers. No current, specific market share data is available for the Company's lab-grown diamonds, Competitors include: Clean Origin, Brilliant Earth, and Lightbox Jewelry.
Market Dynamics
Industry Overview
The jewelry industry is experiencing a shift towards sustainable and ethically sourced gemstones. The lab-grown diamond and moissanite segments are growing, driven by consumer demand for affordable and environmentally conscious alternatives to mined diamonds.
Positioning
Charles & Colvard is positioned as a leader in the moissanite market and a growing player in the lab-grown diamond market. Their competitive advantages include brand recognition, proprietary cutting techniques, and a focus on quality and sustainability.
Total Addressable Market (TAM)
The global jewelry market is valued at hundreds of billions of dollars. The total addressable market for lab-grown diamonds and moissanite is expanding rapidly. Charles & Colvard is well-positioned to capture a portion of this growing market with its focus on sustainable and affordable gemstones.
Upturn SWOT Analysis
Strengths
- Brand recognition in the moissanite market
- Proprietary moissanite cutting techniques
- Focus on sustainability and ethical sourcing
- Established online presence
Weaknesses
- Relatively small size compared to major jewelry retailers
- Concentration on a niche market (moissanite and lab-grown diamonds)
- Limited marketing budget compared to competitors
Opportunities
- Growing demand for sustainable and ethically sourced jewelry
- Expansion into new markets and product lines
- Increased online sales and marketing efforts
- Partnerships with major retailers
Threats
- Competition from other lab-grown diamond and moissanite producers
- Fluctuations in consumer spending
- Changes in fashion trends and consumer preferences
- Economic downturn
Competitors and Market Share
Key Competitors
- HRD
- AGS
- IGI
- LBJ
- Signet Jewelers Limited (SIG)
Competitive Landscape
Charles & Colvard benefits from its expertise in moissanite, but faces strong competition from established diamond retailers and emerging lab-grown diamond brands. Its success depends on differentiating itself through quality, sustainability, and customer service.
Major Acquisitions
Growth Trajectory and Initiatives
Historical Growth: Historical growth has been influenced by the increasing acceptance of lab-grown diamonds and moissanite. Growth has fluctuated based on market conditions and consumer demand.
Future Projections: Future projections require analyst estimates and market research. The company's future depends on its ability to capitalize on the growing demand for sustainable and affordable jewelry.
Recent Initiatives: Recent initiatives likely include marketing campaigns, product launches, and partnerships to expand market reach. Specific details need current updates.
Summary
Charles & Colvard is a niche player with a strong position in the moissanite market, facing competition from lab-grown diamonds. Their focus on sustainability is an asset, yet their smaller size poses a challenge. They need to strategically expand their market reach and product offerings. Monitoring shifts in consumer preferences and increased marketing would benefit the company greatly.
Similar Companies
AGS
PlayAGS Inc
AGS
PlayAGS Inc
SIG
Signet Jewelers Ltd
SIG
Signet Jewelers Ltd
Sources and Disclaimers
Data Sources:
- Company Website
- SEC Filings
- Industry Reports
- Market Research
Disclaimers:
This analysis is based on publicly available information and is not financial advice. Market conditions and company performance may change. Real-time data needs to be consulted for investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Charles & Colvard Ltd
Exchange NASDAQ | Headquaters Morrisville, NC, United States | ||
IPO Launch date 1997-11-14 | President, CEO & Director Mr. Don O'Connell | ||
Sector Consumer Cyclical | Industry Luxury Goods | Full time employees 48 | |
Full time employees 48 | |||
Charles & Colvard, Ltd. operates as a fine jewelry company in the United States and internationally. The company operates in two segments, Online Channels and Traditional. It manufactures, markets, and distributes moissanite jewels and finished moissanite jewelry under the Charles & Colvard Created Moissanite brand; and premium moissanite gemstones under the Forever One brand name. The company also markets and distributes lab grown diamonds and finished jewelry with lab grown diamonds under the Caydia brand. It sells its products at wholesale prices to distributors, manufacturers, retailers, and designers; and to end-consumers at retail prices through charlesandcolvard.com and moissaniteoutlet.com, third-party online marketplaces, drop-ship, and other e-commerce outlets, as well as through Charles & Colvard Signature Showroom and charlesandcolvarddirect.com for wholesale and retail customers. Charles & Colvard, Ltd. was incorporated in 1995 and is headquartered in Morrisville, North Carolina.
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