ACCO Brands (ACCO)
Market Price (2/3/2026): $3.985 | Market Cap: $365.4 MilSector: Industrials | Industry: Office Services & Supplies
ACCO Brands (ACCO)
Market Price (2/3/2026): $3.985Market Cap: $365.4 MilSector: IndustrialsIndustry: Office Services & Supplies
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
| Attractive yieldTotal YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 19%, Dividend Yield is 7.5%, ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is 14%, FCF Yield is 20% | Weak multi-year price returns2Y Excs Rtn is -67%, 3Y Excs Rtn is -92% | Debt is significantNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 241% |
| Low stock price volatilityVol 12M is 42% | Weak revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is -9.5%, Rev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -8.5%, Rev Chg QQuarterly Revenue Change % is -8.8% | |
| Megatrend and thematic driversMegatrends include E-commerce & DTC Adoption, and Sustainable Consumption. Themes include Direct-to-Consumer Brands (Staples), and Eco-friendly Products. | Key risksACCO key risks include [1] a reliance on a limited number of large customers and [2] foreign currency exchange rate fluctuations. |
| Attractive yieldTotal YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 19%, Dividend Yield is 7.5%, ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is 14%, FCF Yield is 20% |
| Low stock price volatilityVol 12M is 42% |
| Megatrend and thematic driversMegatrends include E-commerce & DTC Adoption, and Sustainable Consumption. Themes include Direct-to-Consumer Brands (Staples), and Eco-friendly Products. |
| Weak multi-year price returns2Y Excs Rtn is -67%, 3Y Excs Rtn is -92% |
| Debt is significantNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 241% |
| Weak revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is -9.5%, Rev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -8.5%, Rev Chg QQuarterly Revenue Change % is -8.8% |
| Key risksACCO key risks include [1] a reliance on a limited number of large customers and [2] foreign currency exchange rate fluctuations. |
Qualitative Assessment
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1. Strategic Acquisition of EPOS Completed. ACCO Brands announced the acquisition of EPOS in December 2025, which subsequently closed on January 30, 2026. This move is seen as a strategic step to expand its portfolio, particularly in the growing headset and gaming accessories market, offering diversification beyond traditional office products.
2. Strong Cost Management and Debt Reduction Efforts. Despite facing a sales decline, ACCO Brands demonstrated effective cost management, leading to improved gross margins in Q3 2025. The company also continued to make consistent progress in reducing its net debt, which decreased to $795.3 million as of September 30, 2025, from $1,072 million in September 2021. Furthermore, ACCO Brands is executing a multi-year cost reduction program that has already yielded over $40 million in savings.
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Stock Movement Drivers
Fundamental Drivers
The 8.5% change in ACCO stock from 10/31/2025 to 2/3/2026 was primarily driven by a 8.5% change in the company's P/E Multiple.| (LTM values as of) | 10312025 | 2032026 | Change |
|---|---|---|---|
| Stock Price ($) | 3.67 | 3.98 | 8.5% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 1,544 | 1,544 | 0.0% |
| Net Income Margin (%) | 2.6% | 2.6% | 0.0% |
| P/E Multiple | 8.3 | 9.0 | 8.5% |
| Shares Outstanding (Mil) | 92 | 92 | 0.0% |
| Cumulative Contribution | 8.5% |
Market Drivers
10/31/2025 to 2/3/2026| Return | Correlation | |
|---|---|---|
| ACCO | 8.3% | |
| Market (SPY) | 1.1% | 38.0% |
| Sector (XLI) | 9.0% | 38.2% |
Fundamental Drivers
The 10.9% change in ACCO stock from 7/31/2025 to 2/3/2026 was primarily driven by a 14.7% change in the company's P/S Multiple.| (LTM values as of) | 7312025 | 2032026 | Change |
|---|---|---|---|
| Stock Price ($) | 3.59 | 3.98 | 10.9% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 1,625 | 1,544 | -5.0% |
| P/S Multiple | 0.2 | 0.2 | 14.7% |
| Shares Outstanding (Mil) | 93 | 92 | 1.7% |
| Cumulative Contribution | 10.9% |
Market Drivers
7/31/2025 to 2/3/2026| Return | Correlation | |
|---|---|---|
| ACCO | 10.7% | |
| Market (SPY) | 9.4% | 46.4% |
| Sector (XLI) | 11.6% | 44.0% |
Fundamental Drivers
The -18.0% change in ACCO stock from 1/31/2025 to 2/3/2026 was primarily driven by a -13.4% change in the company's P/S Multiple.| (LTM values as of) | 1312025 | 2032026 | Change |
|---|---|---|---|
| Stock Price ($) | 4.86 | 3.98 | -18.0% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 1,707 | 1,544 | -9.5% |
| P/S Multiple | 0.3 | 0.2 | -13.4% |
| Shares Outstanding (Mil) | 96 | 92 | 4.7% |
| Cumulative Contribution | -18.0% |
Market Drivers
1/31/2025 to 2/3/2026| Return | Correlation | |
|---|---|---|
| ACCO | -18.1% | |
| Market (SPY) | 15.6% | 51.2% |
| Sector (XLI) | 23.4% | 53.7% |
Fundamental Drivers
The -23.8% change in ACCO stock from 1/31/2023 to 2/3/2026 was primarily driven by a -60.9% change in the company's P/E Multiple.| (LTM values as of) | 1312023 | 2032026 | Change |
|---|---|---|---|
| Stock Price ($) | 5.23 | 3.98 | -23.8% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 2,018 | 1,544 | -23.5% |
| Net Income Margin (%) | 1.1% | 2.6% | 146.9% |
| P/E Multiple | 23.0 | 9.0 | -60.9% |
| Shares Outstanding (Mil) | 94 | 92 | 3.1% |
| Cumulative Contribution | -23.8% |
Market Drivers
1/31/2023 to 2/3/2026| Return | Correlation | |
|---|---|---|
| ACCO | -23.9% | |
| Market (SPY) | 75.9% | 44.0% |
| Sector (XLI) | 73.1% | 50.9% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| ACCO Return | 1% | -29% | 15% | -9% | -23% | 6% | -39% |
| Peers Return | 11% | -32% | 8% | 10% | -17% | 1% | -26% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 2% | 86% |
Monthly Win Rates [3] | |||||||
| ACCO Win Rate | 58% | 42% | 58% | 42% | 33% | 100% | |
| Peers Win Rate | 53% | 43% | 57% | 43% | 43% | 70% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 100% | |
Max Drawdowns [4] | |||||||
| ACCO Max Drawdown | -6% | -46% | -20% | -24% | -33% | -1% | |
| Peers Max Drawdown | -11% | -39% | -20% | -24% | -28% | -7% | |
| S&P 500 Max Drawdown | -1% | -25% | -1% | -2% | -15% | -1% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: MMM, NWL, HPQ, HNI, CRSR. See ACCO Returns vs. Peers.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 2/3/2026 (YTD)
How Low Can It Go
| Event | ACCO | S&P 500 |
|---|---|---|
| 2022 Inflation Shock | ||
| % Loss | -55.6% | -25.4% |
| % Gain to Breakeven | 125.3% | 34.1% |
| Time to Breakeven | Not Fully Recovered days | 464 days |
| 2020 Covid Pandemic | ||
| % Loss | -62.3% | -33.9% |
| % Gain to Breakeven | 165.0% | 51.3% |
| Time to Breakeven | Not Fully Recovered days | 148 days |
| 2018 Correction | ||
| % Loss | -57.1% | -19.8% |
| % Gain to Breakeven | 133.3% | 24.7% |
| Time to Breakeven | Not Fully Recovered days | 120 days |
| 2008 Global Financial Crisis | ||
| % Loss | -97.5% | -56.8% |
| % Gain to Breakeven | 3850.7% | 131.3% |
| Time to Breakeven | Not Fully Recovered days | 1,480 days |
Compare to MMM, NWL, HPQ, HNI, CRSR
In The Past
ACCO Brands's stock fell -55.6% during the 2022 Inflation Shock from a high on 9/2/2021. A -55.6% loss requires a 125.3% gain to breakeven.
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About ACCO Brands (ACCO)
AI Analysis | Feedback
Here are 1-2 brief analogies for ACCO Brands:
- Procter & Gamble (P&G) for office and school supplies.
- Newell Brands for the office and classroom.
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- Office & School Stationery: Provides a wide range of products including notebooks, binders, planners, and writing instruments.
- Workspace Technology & Accessories: Encompasses computer accessories like docking stations, mice, keyboards, security locks, and ergonomic solutions.
- Document Management & Organization: Features shredders, laminators, binding machines, and their associated supplies.
- Gaming Accessories: Offers controllers, headsets, and other peripherals primarily for video gaming platforms.
- Art & Craft Supplies: Provides a range of professional and student-grade drawing pencils and other art materials.
AI Analysis | Feedback
ACCO Brands (ACCO) primarily sells its products to other companies, making it a business-to-business (B2B) supplier.
Based on the company's fiscal year 2023 Annual Report (10-K), the only major customer explicitly identified by name, due to accounting for more than 10% of consolidated net sales, is:
- Amazon.com, Inc. (Symbol: AMZN)
ACCO Brands also states that a substantial portion of its sales are made to a relatively small number of other customers, including some of the largest mass merchandisers, e-commerce retailers, and wholesalers. However, specific additional customer companies are not individually named in their public filings as major customers exceeding the disclosure threshold.
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Thomas W. Tedford President and Chief Executive Officer
Thomas W. Tedford became the President and Chief Executive Officer of ACCO Brands effective October 1, 2023. He joined the company in 2010, initially serving as Senior Vice President, Corporate Marketing and Product Development. Prior to his CEO role, Mr. Tedford was President and Chief Operating Officer from 2021 to 2023. His tenure at ACCO Brands also includes roles as Executive Vice President and President of ACCO Brands Americas, and later Executive Vice President and President, ACCO Brands, North America, from 2011 to 2021. Before joining ACCO Brands, he served as Group Vice President for Client Services at APAC Customer Services. He also gained experience in sales and leadership positions at Office Depot's Business Services Division and was Director of New Business Development and Strategy at Sam's Club, a division of Walmart. During his time at ACCO Brands, he has been credited with successfully leading operational, cultural, and leadership integrations of key strategic acquisitions, introducing new products, and developing new markets.
Deborah A. O'Connor Executive Vice President and Chief Financial Officer
Deborah A. O'Connor was appointed Executive Vice President and Chief Financial Officer of ACCO Brands, effective April 4, 2022. Prior to her role at ACCO Brands, she held the position of President and Chief Financial Officer at True Value Company, a wholesaler and distributor of home improvement and hardware products, from 2020 to 2021, and was its Senior Vice President and Chief Financial Officer from 2015 to 2020. Her career also includes various executive finance capacities at OfficeMax/Office Depot, such as Senior Vice President of Integration at Office Depot, Interim Chief Financial Officer at OfficeMax, and Senior Vice President and Chief Accounting Officer at OfficeMax. Additionally, Ms. O'Connor has held senior financial roles at ServiceMaster. She possesses a strong background in accounting.
Jed Peters Senior Vice President, ACCO Brands and President, North America
Jed Peters is the Senior Vice President, ACCO Brands and President, North America, leading the company's commercial businesses in the U.S. and Canada. He brings 27 years of expertise in the office products industry to his role, having started as a management trainee at ACCO Brands in 1998. Throughout his career, he has built strong relationships with North American customers and consumers through various roles in marketing, sales, and global product development. Before his current position, he served as General Manager, U.S. School & Office Products and PowerA.
Rubens Passos Senior Vice President, Latin America
Rubens Passos serves as the Senior Vice President, Latin America, overseeing ACCO Brands' commercial businesses in Brazil, Mexico, Chile, and other export markets within Latin America. He has 40 years of international business experience and joined ACCO Brands in 2012 as part of the acquisition of Mead Consumer and Office Products. During his time with Mead/ACCO Brands, he held significant positions including CFO and President of the business in Brazil. Prior to joining Mead/ACCO Brands, he held key leadership roles in the Consumer Goods, Pulp & Paper, and Telecom sectors.
Ard-Jen “AJ” Spijkervet Senior Vice President, ACCO Brands and President, International
Ard-Jen “AJ” Spijkervet has been appointed Senior Vice President, ACCO Brands and President, International, with his role becoming effective January 1, 2026. In this position, he will be responsible for all commercial activities across EMEA, Australia, New Zealand, Asia, and the export markets in the Middle East and Africa. Mr. Spijkervet possesses more than 30 years of international business experience. He joined ACCO Brands in 2016 through the Esselte acquisition, where he had held various key roles, including Vice President of Marketing EMEA, Marketing & Sales in China, and Marketing Director for Central Europe. Before his time with Esselte/ACCO Brands, he gained experience in the consumer goods industry, encompassing international sales & marketing, trade- & brand-marketing, and operations.
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The key risks to ACCO Brands (ACCO) include intense competition coupled with evolving consumer preferences and technological disruptions, a reliance on a limited number of large customers, and foreign currency exchange rate fluctuations.
- Intense Competition, Evolving Consumer Preferences, and Technological Disruptions: ACCO Brands operates in a highly competitive industry with low barriers to entry, facing numerous players for market share. The company's products are often commoditized, leading to minimal switching costs for consumers. Furthermore, rapid technological advancements, the shift towards e-commerce, and changing consumer preferences for digital products and solutions pose significant risks. A failure to adapt to these changes could result in lost market share and reduced competitiveness. The increasing competition from private label brands and electronic products also threatens to render some of ACCO's traditional offerings obsolete.
- Reliance on a Limited Number of Large Customers: ACCO Brands faces significant challenges due to its dependence on a small number of large customers that contribute a substantial percentage of its net sales. The loss of, or a reduction in sales to, any of these key customers could have a material adverse impact on the company's business and financial performance.
- Foreign Currency Exchange Rate Fluctuations: With a significant portion of its sales transacted in currencies other than the U.S. dollar, ACCO Brands is exposed to market risks related to foreign currency exchange rate fluctuations. A strengthening U.S. dollar can negatively impact reported sales and margins from its international operations. Currency movements can also affect the cost of goods sold, particularly since approximately half of the products are sourced from China and other Asia-Pacific countries and paid for in U.S. dollars.
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The accelerating transition towards digital-first solutions in both corporate and educational environments, driven by advancements in digital productivity tools, cloud-based collaboration platforms, and paperless initiatives. This trend directly substitutes the need for many of ACCO Brands' traditional physical products such as notebooks, planners, binders, filing systems, and certain office machinery, thereby diminishing demand for their core offerings.
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ACCO Brands (NYSE: ACCO) is a global company that designs, markets, and manufactures a wide range of academic, consumer, and business products. Their main product categories include office supplies, school supplies, computer and gaming accessories, shredders, and binding, laminating, filing, and organization solutions.
The addressable markets for ACCO Brands' main products and services are sized as follows:
- Office Supplies: The global office supplies market was valued at approximately USD 267.56 billion in 2024 and is projected to reach USD 307.34 billion by 2033, exhibiting a compound annual growth rate (CAGR) of 1.54% from 2025 to 2033. Another estimate places the global market at USD 177.53 billion in 2024, growing to USD 198.98 billion by 2032 with a CAGR of 1.64%. Asia Pacific currently holds the largest market share in global office supplies.
- School Supplies: The global school supplies market size was estimated at USD 118.6 billion in 2024 and is projected to reach USD 190.4 billion by 2033, with a CAGR of 5.4%. Another report states the market was valued at USD 118.62 billion in 2024 and is predicted to grow to USD 198.81 billion by 2034, with a CAGR of 5.30%. Asia-Pacific is noted as a leading region in the global school supplies market.
- Shredders (Paper Shredders): The global paper shredder market was valued at USD 2.5 billion in 2023 and is expected to be worth approximately USD 5.4 billion by 2033, growing at a CAGR of 8.1% from 2024 to 2033. North America held the largest revenue share of the global paper shredder market in 2023.
- Binding & Laminating Solutions: The global market size for binding and lamination machines was valued at USD 1.2 billion in 2023 and is projected to reach USD 2.1 billion by 2032, with a CAGR of 6.5%. The lamination systems market specifically was valued at USD 458.2 million in 2022 and is projected to reach USD 720.5 million by 2032, growing at a CAGR of 4.7%.
- Office Storage & Organization: The global office storage and organization market size was valued at approximately USD 15.2 billion in 2023 and is projected to reach around USD 22.4 billion by 2032, growing at a CAGR of 4.3%. North America currently dominates this market. The global file folders market, a component of office organization, was valued at USD 3.26 billion in 2023 and is likely to reach USD 4.38 billion by 2032, expanding at a CAGR of 3.66%.
- Computer and Gaming Accessories: Market sizes for "computer and gaming accessories" as a combined category specific to ACCO Brands' offerings (Kensington and PowerA) were not explicitly found in the provided search results.
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ACCO Brands (symbol: ACCO) is expected to drive future revenue growth over the next 2-3 years through several key initiatives, focusing on strategic product categories, market expansion, and targeted pricing strategies.
Here are 5 expected drivers of future revenue growth:
- Growth in Technology Accessories and Gaming: ACCO Brands anticipates a return to growth in its technology accessories segment, including computer and gaming accessories. This optimism is fueled by new product launches and a robust end-user pipeline. For instance, the company expects growth in the fourth quarter of 2025 due to new product launches and a stronger pipeline for Kensington computer accessories, and specifically highlights the PowerA partnership with Nintendo as a growth driver.
- Strategic Pricing Actions: The company has been implementing price increases across its product portfolio. These actions are intended to cover rising costs, such as tariffs, and maintain gross margins. ACCO Brands expects to see greater benefits and price realization from these strategies, particularly in the fourth quarter of 2025, which should partially mitigate softness in consumer and business spending.
- New Product Innovation: Innovation is a core component of ACCO Brands' strategy. The company is consistently launching new products across its categories, which are expected to counteract secular headwinds and enhance revenue opportunities. This focus on new product development is aimed at improving sales trends.
- Expansion into New Markets and Distribution Channels: ACCO Brands is actively working to expand its distribution into non-traditional retail channels and explore new product categories to adapt to evolving market dynamics. The company aims for distribution gains across all its product categories. Additionally, following the successful integration of Buro Seating, ACCO Brands is evaluating opportunities for geographic expansion beyond Australia and New Zealand.
- Strategic Acquisitions: The company's long-term strategy includes pursuing accretive acquisitions as a means to modestly grow sales. Management has expressed confidence in repositioning the company to grow through both organic and inorganic initiatives, with potential acquisitions being discussed as opportunities to expand market presence.
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Here's a summary of ACCO Brands' capital allocation decisions over the last 3-5 years:Share Repurchases
- ACCO Brands repurchased $15 million of its common stock during 2024.
- The company repurchased 2.7 million shares of its common stock in the open market during the year ended December 31, 2022.
- In 2021, ACCO Brands did not repurchase any common stock in the open market, except for shares acquired related to tax withholding for share-based compensation. The company also did not anticipate repurchasing shares in 2021 due to borrowings related to the PowerA acquisition.
- In 2020, the company repurchased and retired 2.7 million shares.
- As of December 31, 2024, there was a remaining value available to be repurchased out of a $100 million share repurchase authorization made by the Board of Directors on August 7, 2019.
Share Issuance
- In connection with share-based compensation, ACCO Brands acquired 0.2 million shares in 2020 related to tax withholding.
- For the years ended December 31, 2021, the company acquired 0.1 million shares related to tax withholding in connection with share-based compensation.
- The company expects to satisfy the requirement for delivering shares of its common stock for its plan by issuing new shares.
Outbound Investments
- ACCO Brands acquired PowerA on December 17, 2020, which allowed the company to enter the third-party video gaming accessories category. This acquisition meaningfully improved ACCO Brands’ potential for organic sales growth and profitability.
Capital Expenditures
- The company's capital allocation strategy includes investment to support internal capital projects for long-term growth and public company compliance.
- ACCO Brands reported capital expenditures of $3 million for the full year 2020.
- In 2024, the focus for capital management remains on debt reduction, capital expenditures, dividend payments, and share repurchases to ensure long-term financial stability.
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Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 12.05 |
| Mkt Cap | 2.0 |
| Rev LTM | 4,925 |
| Op Inc LTM | 335 |
| FCF LTM | 130 |
| FCF 3Y Avg | 258 |
| CFO LTM | 252 |
| CFO 3Y Avg | 427 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 1.3% |
| Rev Chg 3Y Avg | -6.2% |
| Rev Chg Q | 1.9% |
| QoQ Delta Rev Chg LTM | 0.5% |
| Op Mgn LTM | 6.9% |
| Op Mgn 3Y Avg | 6.3% |
| QoQ Delta Op Mgn LTM | -0.2% |
| CFO/Rev LTM | 6.3% |
| CFO/Rev 3Y Avg | 7.7% |
| FCF/Rev LTM | 4.8% |
| FCF/Rev 3Y Avg | 6.2% |
Valuation
| Median | |
|---|---|
| Name | |
| Mkt Cap | 2.0 |
| P/S | 0.3 |
| P/EBIT | 6.0 |
| P/E | 8.1 |
| P/CFO | 7.5 |
| Total Yield | 6.3% |
| Dividend Yield | 2.2% |
| FCF Yield 3Y Avg | 8.6% |
| D/E | 0.5 |
| Net D/E | 0.3 |
Returns
| Median | |
|---|---|
| Name | |
| 1M Rtn | 2.0% |
| 3M Rtn | 5.1% |
| 6M Rtn | -3.5% |
| 12M Rtn | -26.3% |
| 3Y Rtn | -27.1% |
| 1M Excs Rtn | 1.1% |
| 3M Excs Rtn | -0.0% |
| 6M Excs Rtn | -10.7% |
| 12M Excs Rtn | -42.8% |
| 3Y Excs Rtn | -94.5% |
Price Behavior
| Market Price | $3.98 | |
| Market Cap ($ Bil) | 0.4 | |
| First Trading Date | 08/17/2005 | |
| Distance from 52W High | -23.7% | |
| 50 Days | 200 Days | |
| DMA Price | $3.75 | $3.68 |
| DMA Trend | indeterminate | up |
| Distance from DMA | 6.0% | 8.2% |
| 3M | 1YR | |
| Volatility | 29.4% | 41.5% |
| Downside Capture | 53.65 | 125.70 |
| Upside Capture | 116.62 | 89.43 |
| Correlation (SPY) | 40.1% | 51.2% |
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 1.25 | 1.03 | 1.01 | 1.15 | 1.11 | 1.12 |
| Up Beta | 3.24 | 2.32 | 1.32 | 2.14 | 1.04 | 1.14 |
| Down Beta | 1.32 | 1.18 | 1.36 | 1.37 | 1.21 | 0.99 |
| Up Capture | 108% | 125% | 92% | 85% | 83% | 91% |
| Bmk +ve Days | 11 | 22 | 34 | 71 | 142 | 430 |
| Stock +ve Days | 11 | 22 | 32 | 62 | 120 | 362 |
| Down Capture | 23% | 3% | 63% | 63% | 117% | 107% |
| Bmk -ve Days | 9 | 19 | 27 | 54 | 109 | 321 |
| Stock -ve Days | 7 | 15 | 24 | 51 | 112 | 346 |
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with ACCO | |
|---|---|---|---|---|
| ACCO | -18.2% | 41.5% | -0.37 | - |
| Sector ETF (XLI) | 23.5% | 19.0% | 0.98 | 53.7% |
| Equity (SPY) | 15.6% | 19.2% | 0.63 | 51.2% |
| Gold (GLD) | 77.2% | 24.5% | 2.30 | -7.6% |
| Commodities (DBC) | 10.0% | 16.5% | 0.40 | 19.1% |
| Real Estate (VNQ) | 2.9% | 16.5% | -0.00 | 44.7% |
| Bitcoin (BTCUSD) | -23.4% | 40.3% | -0.56 | 25.6% |
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Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with ACCO | |
|---|---|---|---|---|
| ACCO | -8.9% | 37.5% | -0.15 | - |
| Sector ETF (XLI) | 16.3% | 17.2% | 0.77 | 53.3% |
| Equity (SPY) | 14.5% | 17.0% | 0.68 | 45.9% |
| Gold (GLD) | 21.5% | 16.8% | 1.04 | 5.7% |
| Commodities (DBC) | 12.0% | 18.9% | 0.51 | 17.4% |
| Real Estate (VNQ) | 4.8% | 18.8% | 0.16 | 44.3% |
| Bitcoin (BTCUSD) | 20.9% | 57.5% | 0.56 | 19.0% |
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Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with ACCO | |
|---|---|---|---|---|
| ACCO | -0.3% | 41.1% | 0.13 | - |
| Sector ETF (XLI) | 15.2% | 19.8% | 0.68 | 52.3% |
| Equity (SPY) | 15.6% | 17.9% | 0.75 | 45.0% |
| Gold (GLD) | 15.6% | 15.5% | 0.84 | 1.7% |
| Commodities (DBC) | 8.4% | 17.6% | 0.39 | 20.8% |
| Real Estate (VNQ) | 5.6% | 20.8% | 0.24 | 42.4% |
| Bitcoin (BTCUSD) | 69.9% | 66.5% | 1.09 | 14.8% |
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Returns Analyses
Earnings Returns History
Expand for More| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 10/30/2025 | -3.8% | -11.0% | -8.6% |
| 7/31/2025 | -8.3% | -4.5% | 9.3% |
| 5/1/2025 | -4.9% | -3.6% | -8.2% |
| 2/20/2025 | -17.4% | -15.9% | -20.1% |
| 10/31/2024 | 7.3% | 23.9% | 26.7% |
| 8/1/2024 | -6.6% | -3.2% | 11.7% |
| 5/2/2024 | -0.8% | 3.7% | 4.0% |
| 2/22/2024 | -13.1% | -13.1% | -11.7% |
| ... | |||
| SUMMARY STATS | |||
| # Positive | 7 | 8 | 12 |
| # Negative | 17 | 16 | 12 |
| Median Positive | 7.3% | 3.7% | 8.4% |
| Median Negative | -4.9% | -5.3% | -10.1% |
| Max Positive | 15.6% | 23.9% | 37.9% |
| Max Negative | -17.4% | -15.9% | -33.1% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 09/30/2025 | 10/31/2025 | 10-Q |
| 06/30/2025 | 08/01/2025 | 10-Q |
| 03/31/2025 | 05/02/2025 | 10-Q |
| 12/31/2024 | 02/21/2025 | 10-K |
| 09/30/2024 | 11/01/2024 | 10-Q |
| 06/30/2024 | 08/02/2024 | 10-Q |
| 03/31/2024 | 05/03/2024 | 10-Q |
| 12/31/2023 | 02/23/2024 | 10-K |
| 09/30/2023 | 11/03/2023 | 10-Q |
| 06/30/2023 | 08/09/2023 | 10-Q |
| 03/31/2023 | 05/05/2023 | 10-Q |
| 12/31/2022 | 02/24/2023 | 10-K |
| 09/30/2022 | 11/08/2022 | 10-Q |
| 06/30/2022 | 08/09/2022 | 10-Q |
| 03/31/2022 | 04/27/2022 | 10-Q |
| 12/31/2021 | 02/23/2022 | 10-K |
Insider Activity
Expand for More| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Tedford, Thomas W | President & CEO | Direct | Buy | 5072025 | 3.43 | 5,715 | 19,620 | 1,679,860 | Form |
External Quote Links
| Y Finance | Barrons |
| TradingView | Morningstar |
| SeekingAlpha | ValueLine |
| Motley Fool | Robinhood |
| CNBC | Etrade |
| MarketWatch | Unusual Whales |
| YCharts | Perplexity Finance |
| FinViz |
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