American Woodmark (AMWD)
Market Price (5/5/2026): $41.36 | Market Cap: $602.6 MilSector: Industrials | Industry: Building Products
American Woodmark (AMWD)
Market Price (5/5/2026): $41.36Market Cap: $602.6 MilSector: IndustrialsIndustry: Building Products
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
Valuation becoming less expensiveP/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is -35% Attractive yieldFCF Yield is 6.8% Low stock price volatilityVol 12M is 48% Megatrend and thematic driversMegatrends include Housing & Home Improvement, and Sustainable Building. Themes include Residential Construction, Home Renovation & Remodeling, Show more. | Weak multi-year price returns2Y Excs Rtn is -99%, 3Y Excs Rtn is -92% Meaningful short interestShort Interest % of Basic SharesShort Interest % of Basic Shares = (Short Interest Quantity) / (Basic Shares Outstanding). A high fraction of short interest can indicate potential risk of a short squeeze. is 10% | Debt is significantNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 76% Weak revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is -14%, Rev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -9.9%, Rev Chg QQuarterly Revenue Change % is -18% Key risksAMWD key risks include [1] its significant exposure to the cyclical housing market, Show more. |
| Valuation becoming less expensiveP/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is -35% |
| Attractive yieldFCF Yield is 6.8% |
| Low stock price volatilityVol 12M is 48% |
| Megatrend and thematic driversMegatrends include Housing & Home Improvement, and Sustainable Building. Themes include Residential Construction, Home Renovation & Remodeling, Show more. |
| Weak multi-year price returns2Y Excs Rtn is -99%, 3Y Excs Rtn is -92% |
| Meaningful short interestShort Interest % of Basic SharesShort Interest % of Basic Shares = (Short Interest Quantity) / (Basic Shares Outstanding). A high fraction of short interest can indicate potential risk of a short squeeze. is 10% |
| Debt is significantNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 76% |
| Weak revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is -14%, Rev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -9.9%, Rev Chg QQuarterly Revenue Change % is -18% |
| Key risksAMWD key risks include [1] its significant exposure to the cyclical housing market, Show more. |
Qualitative Assessment
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1. Weakening Demand in the New Construction and Remodel Markets, Leading to Significant Sales Declines.
American Woodmark's financial results reflect persistent weakness in its core markets. In its fiscal third quarter ended January 31, 2026, the company reported a substantial 18.4% decrease in net sales to $324.3 million compared to the same period last year. The CEO specifically cited "challenging demand trends in both the new construction and remodel markets." This trend was also evident in previous quarters; fiscal Q1 2026 (ended July 31, 2025) saw net sales decrease by 12.2% year-over-year to $403.0 million. Broader macroeconomic data supports this, with U.S. house prices projected to stall at 0% in 2026 by J.P. Morgan Global Research, and the S&P CoreLogic Case-Shiller U.S. National Home Price Index gaining only 0.9% year-over-year in January 2026, down from 4.2% a year prior.
2. Sustained High Mortgage Rates and Resulting Housing Affordability Pressures.
Elevated mortgage rates continue to be a significant headwind for the housing market, directly impacting demand for American Woodmark's products. Fixed-rate mortgage rates were projected to remain above 6% through 2026. The average 30-year fixed mortgage rate stood at 5.98% on February 26, 2026, and subsequently rose to 6.30% by April 16, 2026, reaching approximately 6.38% in late April 2026. These high borrowing costs strain housing affordability, particularly for first-time buyers, and disincentivize existing homeowners with lower rates from moving. Investor confidence also dropped in Q2 2026, partly due to downgraded expectations for rate relief.
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Stock Movement Drivers
Fundamental Drivers
The -30.4% change in AMWD stock from 1/31/2026 to 5/5/2026 was primarily driven by a -70.7% change in the company's Net Income Margin (%).| (LTM values as of) | 1312026 | 5052026 | Change |
|---|---|---|---|
| Stock Price ($) | 59.39 | 41.36 | -30.4% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 1,596 | 1,522 | -4.6% |
| Net Income Margin (%) | 3.9% | 1.2% | -70.7% |
| P/E Multiple | 13.8 | 34.3 | 149.5% |
| Shares Outstanding (Mil) | 15 | 15 | 0.0% |
| Cumulative Contribution | -30.4% |
Market Drivers
1/31/2026 to 5/5/2026| Return | Correlation | |
|---|---|---|
| AMWD | -30.4% | |
| Market (SPY) | 3.6% | 38.8% |
| Sector (XLI) | 4.5% | 45.0% |
Fundamental Drivers
The -35.1% change in AMWD stock from 10/31/2025 to 5/5/2026 was primarily driven by a -77.4% change in the company's Net Income Margin (%).| (LTM values as of) | 10312025 | 5052026 | Change |
|---|---|---|---|
| Stock Price ($) | 63.73 | 41.36 | -35.1% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 1,654 | 1,522 | -7.9% |
| Net Income Margin (%) | 5.1% | 1.2% | -77.4% |
| P/E Multiple | 11.0 | 34.3 | 213.6% |
| Shares Outstanding (Mil) | 15 | 15 | -0.4% |
| Cumulative Contribution | -35.1% |
Market Drivers
10/31/2025 to 5/5/2026| Return | Correlation | |
|---|---|---|
| AMWD | -35.1% | |
| Market (SPY) | 5.5% | 34.4% |
| Sector (XLI) | 11.9% | 44.6% |
Fundamental Drivers
The -29.9% change in AMWD stock from 4/30/2025 to 5/5/2026 was primarily driven by a -79.8% change in the company's Net Income Margin (%).| (LTM values as of) | 4302025 | 5052026 | Change |
|---|---|---|---|
| Stock Price ($) | 59.00 | 41.36 | -29.9% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 1,762 | 1,522 | -13.6% |
| Net Income Margin (%) | 5.7% | 1.2% | -79.8% |
| P/E Multiple | 8.8 | 34.3 | 289.5% |
| Shares Outstanding (Mil) | 15 | 15 | 3.3% |
| Cumulative Contribution | -29.9% |
Market Drivers
4/30/2025 to 5/5/2026| Return | Correlation | |
|---|---|---|
| AMWD | -29.9% | |
| Market (SPY) | 30.4% | 39.8% |
| Sector (XLI) | 33.2% | 46.5% |
Fundamental Drivers
The -18.1% change in AMWD stock from 4/30/2023 to 5/5/2026 was primarily driven by a -69.2% change in the company's Net Income Margin (%).| (LTM values as of) | 4302023 | 5052026 | Change |
|---|---|---|---|
| Stock Price ($) | 50.52 | 41.36 | -18.1% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 2,087 | 1,522 | -27.0% |
| Net Income Margin (%) | 3.7% | 1.2% | -69.2% |
| P/E Multiple | 10.8 | 34.3 | 219.5% |
| Shares Outstanding (Mil) | 17 | 15 | 14.1% |
| Cumulative Contribution | -18.1% |
Market Drivers
4/30/2023 to 5/5/2026| Return | Correlation | |
|---|---|---|
| AMWD | -18.1% | |
| Market (SPY) | 78.7% | 43.7% |
| Sector (XLI) | 80.3% | 52.5% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| AMWD Return | -31% | -25% | 90% | -14% | -32% | -25% | -57% |
| Peers Return | 58% | -26% | 79% | -5% | -21% | -16% | 31% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 5% | 92% |
Monthly Win Rates [3] | |||||||
| AMWD Win Rate | 42% | 42% | 67% | 42% | 25% | 40% | |
| Peers Win Rate | 58% | 33% | 60% | 52% | 42% | 40% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 40% | |
Max Drawdowns [4] | |||||||
| AMWD Max Drawdown | -39% | -37% | -2% | -17% | -40% | -32% | |
| Peers Max Drawdown | -4% | -37% | -2% | -13% | -29% | -21% | |
| S&P 500 Max Drawdown | -1% | -25% | -1% | -2% | -15% | -7% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: MBC, FBIN, MAS, UFPI, BLDR.
[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 5/5/2026 (YTD)
How Low Can It Go
| Event | AMWD | S&P 500 |
|---|---|---|
| Summer-Fall 2023 Five Percent Yield Shock | ||
| % Loss | -12.9% | -9.5% |
| % Gain to Breakeven | 14.8% | 10.5% |
| Time to Breakeven | 18 days | 24 days |
| 2023 SVB Regional Banking Crisis | ||
| % Loss | -18.2% | -6.7% |
| % Gain to Breakeven | 22.2% | 7.1% |
| Time to Breakeven | 30 days | 31 days |
| 2022 Inflation Shock & Fed Tightening | ||
| % Loss | -35.8% | -24.5% |
| % Gain to Breakeven | 55.7% | 32.4% |
| Time to Breakeven | 349 days | 427 days |
| Q4 2018 Fed Policy Error / Growth Scare | ||
| % Loss | -30.1% | -19.2% |
| % Gain to Breakeven | 43.1% | 23.7% |
| Time to Breakeven | 53 days | 105 days |
| 2016-2017 Trump Reflation Bond Selloff | ||
| % Loss | -13.4% | -3.7% |
| % Gain to Breakeven | 15.4% | 3.9% |
| Time to Breakeven | 36 days | 6 days |
| 2015-2016 China Devaluation / Global Growth Scare | ||
| % Loss | -12.0% | -12.2% |
| % Gain to Breakeven | 13.7% | 13.9% |
| Time to Breakeven | 12 days | 62 days |
In The Past
American Woodmark's stock fell 0.0% during the 2024 Yen Carry Trade Unwind. Such a loss loss requires a 0.0% gain to breakeven.
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| Event | AMWD | S&P 500 |
|---|---|---|
| 2022 Inflation Shock & Fed Tightening | ||
| % Loss | -35.8% | -24.5% |
| % Gain to Breakeven | 55.7% | 32.4% |
| Time to Breakeven | 349 days | 427 days |
| Q4 2018 Fed Policy Error / Growth Scare | ||
| % Loss | -30.1% | -19.2% |
| % Gain to Breakeven | 43.1% | 23.7% |
| Time to Breakeven | 53 days | 105 days |
| 2011 US Debt Ceiling Crisis & European Contagion | ||
| % Loss | -31.4% | -17.9% |
| % Gain to Breakeven | 45.7% | 21.8% |
| Time to Breakeven | 35 days | 123 days |
| 2010 Eurozone Sovereign Debt Crisis / Flash Crash | ||
| % Loss | -36.5% | -15.4% |
| % Gain to Breakeven | 57.4% | 18.2% |
| Time to Breakeven | 159 days | 125 days |
| 2008-2009 Global Financial Crisis | ||
| % Loss | -28.0% | -53.4% |
| % Gain to Breakeven | 38.8% | 114.4% |
| Time to Breakeven | 44 days | 1085 days |
| Summer 2007 Credit Crunch | ||
| % Loss | -27.0% | -8.6% |
| % Gain to Breakeven | 37.0% | 9.5% |
| Time to Breakeven | 1977 days | 47 days |
In The Past
American Woodmark's stock fell 0.0% during the 2024 Yen Carry Trade Unwind. Such a loss loss requires a 0.0% gain to breakeven.
Preserve Wealth
Limiting losses and compounding gains is essential to preserving wealth.
Asset Allocation
Actively managed asset allocation strategies protect wealth. Learn more.
About American Woodmark (AMWD)
AI Analysis | Feedback
Here are 1-3 brief analogies for American Woodmark (AMWD):
The Whirlpool of kitchen and bath cabinets.
The Sherwin-Williams of home cabinets and storage solutions.
AI Analysis | Feedback
- Kitchen, Bath, and Home Organization Products: The company manufactures and distributes a range of items, including cabinets and storage solutions, for use in kitchen, bathroom, and general home organization projects.
- Turnkey Installation Services: American Woodmark provides comprehensive installation services for its products, primarily to direct builder customers.
AI Analysis | Feedback
American Woodmark (AMWD) sells primarily to other companies.
Its major customers include:
- The Home Depot (HD)
- Lowe's Companies, Inc. (LOW)
- Builders (companies involved in new home construction)
- Independent dealers and distributors
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M. Scott Culbreth President and Chief Executive Officer, Interim Chief Financial Officer
Scott Culbreth serves as the President and Chief Executive Officer for American Woodmark, a position he assumed in 2020. He joined the company in 2014 as the Senior Vice President and Chief Financial Officer. Prior to American Woodmark, Mr. Culbreth served as CFO for Piedmont Hardware Brands, an international hardware manufacturer that was acquired from Newell Rubbermaid by NOVA Capital. He also held various financial roles with increasing responsibility at Shell Oil Company, Robert Bosch Corporation, and Newell Brands.
Rob Adams Senior Vice President, Chief Manufacturing & Supply Chain Officer
Rob Adams is the Senior Vice President and Chief Manufacturing and Supply Chain Officer for American Woodmark. He joined the company in 2008 as Vice President of Engineering, progressing to Vice President of Manufacturing and Engineering in 2012, and then to Senior Vice President of Manufacturing and Technical Operations in 2015. Before joining American Woodmark, Mr. Adams gained 20 years of experience in operations, general management, and engineering at Diamond Innovations (GE Superabrasives) and Techneglas (Owens-Illinois).
Kim Pascarella Senior Vice President and Chief Human Resources Officer
Kim Pascarella is the Senior Vice President and Chief Human Resources Officer for American Woodmark, a role she was promoted to in 2023. She joined the company in 2021 as Vice President and Chief Human Resources Officer. Ms. Pascarella brings over two decades of global experience in human resources leadership across various industries and disciplines including finance, supply chain, and labor relations.
Bill Waszak Senior Vice President and Chief Information Officer
Bill Waszak is the Senior Vice President and Chief Information Officer at American Woodmark, promoted to SVP in 2024 after joining in 2019 as VP and CIO. He leads the company's enterprise-wide technology strategy, digital transformation, and cybersecurity. Prior to American Woodmark, Mr. Waszak served as Chief Information Officer for The AZEK Company, a private equity-owned residential and commercial building products company. His career also includes significant roles at Chamberlain Group, The Scotts Miracle-Gro Company, L Brands, Nalco Water, and Ernst & Young.
Jimmy Mason Senior Vice President, Growth and New Construction
Jimmy Mason assumed the role of Senior Vice President of Growth and New Construction at American Woodmark in 2025. He is responsible for developing and executing the market and growth strategy for the New Construction business segment and overseeing marketing. With over 24 years of experience in the building products industry, Mr. Mason previously served as Executive Vice President, Oriented Strand Board (OSB), at Louisiana-Pacific Corporation, where he held various leadership positions, and also worked with International Paper Company and Milliken & Company.
AI Analysis | Feedback
The key risks to American Woodmark's business include the cyclical nature of the housing market, a high dependence on major customers, and exposure to fluctuating raw material and energy costs, supply chain disruptions, and tariffs.-
Cyclicality of the Housing Market and Economic Downturns: American Woodmark's sales and profitability are significantly impacted by the cyclical nature of the housing market, including activity levels in U.S. home improvement, repair and remodel, and new home construction. Recent financial reports indicate declining sales due to a softening housing demand.
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Dependence on Major Customers: The company relies heavily on Home Depot and Lowe's, which collectively accounted for approximately 40.8% of total net sales in fiscal year 2025 and 41.6% in fiscal year 2024. The loss of either of these key customers, or a significant reduction in their orders, could have a material adverse effect on American Woodmark's business, financial condition, and operating results.
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Fluctuating Raw Material and Energy Costs, Supply Chain Disruptions, and Tariffs: American Woodmark faces risks from volatile raw material and energy costs, inflationary pressures, and potential disruptions in its supply chain. Additionally, the imposition of tariffs and trade restrictions can increase costs and negatively affect both future demand and profit margins.
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The addressable markets for American Woodmark's main products and services in the United States are as follows:- U.S. Kitchen Cabinets Market: The demand for kitchen cabinets in the U.S. is forecast to rise to $20.6 billion by 2028. The U.S. kitchen cabinets market is expected to reach USD 43.03 billion by 2032.
- U.S. Bathroom Furniture Market (including cabinets): The U.S. bathroom furniture market generated a revenue of USD 35.25 billion in 2024 and is projected to reach USD 45.17 billion by 2030. Bathroom cabinets were identified as the largest revenue-generating product within this market in 2024.
- U.S. Home Organization Products Market: The United States home organizers and storage market is valued at USD 12.05 billion in 2025 and is forecast to reach USD 15.21 billion by 2030.
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For American Woodmark (AMWD), several key drivers are expected to contribute to future revenue growth over the next two to three years:
- Recovery in Residential Construction and Remodel Markets: While the company has experienced suppressed demand recently, analysts anticipate a potential recovery in the residential construction and repair and remodel (R&R) markets. American Woodmark's performance is closely tied to these cyclical sectors, and an upturn, particularly in the latter half of fiscal year 2026, is expected to support revenue growth.
- Strategic Initiatives for Organic Growth and Diversification: American Woodmark is targeting a 5-6% compounded annual growth rate in net sales by fiscal year 2028 through organic growth strategies. This includes geographic expansion and product diversification. Specific initiatives mentioned include the launch of the "1951 Cabinetry™" brand to serve distribution customers and the national expansion of a low-SKU, high-value offering for professionals.
- Benefits from the MasterBrand Merger: The pending all-stock merger with MasterBrand, Inc., announced in August 2025, is a significant future driver. This combination is expected to create the cabinet industry's most comprehensive portfolio of trusted brands and products, broaden channel partnerships, expand geographic reach, and enhance operating agility. The merger is also projected to enhance product portfolio and innovation capabilities, leading to commercial growth opportunities.
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Share Repurchases
- American Woodmark's Board of Directors authorized a stock repurchase program of up to $125 million on November 29, 2023.
- An additional stock repurchase program of up to $125 million was authorized on November 20, 2024.
- The company repurchased $96.7 million of its common shares during fiscal year 2025. For the first nine months of fiscal 2026 (ended January 31, 2026), American Woodmark repurchased 209,757 shares for $12.4 million.
Share Issuance
- No explicit dollar amount of shares issued through public offerings or direct issuance by American Woodmark was found within the last 3-5 years. The company does utilize performance-based stock options and restricted stock units (RSUs) as part of its 2023 Stock Incentive Plan, subject to performance conditions.
Inbound Investments
- Information regarding large inbound investments made in American Woodmark by third-parties (e.g., a strategic partner or a private equity firm) was not explicitly available within the specified timeframe. The announced combination with MasterBrand, Inc. is an all-stock merger.
Outbound Investments
- No information regarding American Woodmark making strategic investments in other companies was explicitly available within the specified timeframe.
Capital Expenditures
- Free cash flow generation of $153.5 million in fiscal year 2023 was used to fund internal investments for growth in fiscal year 2024.
- American Woodmark's capital expenditures growth is forecast to be 81.8% and is expected to average 18.3% over the next five fiscal years.
- The company plans to continue investing in digital transformation and automation, with facility expansions in Mexico and North Carolina aimed at strengthening its Made-to-Stock product line.
Latest Trefis Analyses
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| ARTICLES |
Trade Ideas
Select ideas related to AMWD.
| Date | Ticker | Company | Category | Trade Strategy | 6M Fwd Rtn | 12M Fwd Rtn | 12M Max DD |
|---|---|---|---|---|---|---|---|
| 04302026 | GEO | GEO | Dip Buy | DB | P/E OPMDip Buy with Low PE and High MarginBuying dips for companies with tame PE and meaningfully high operating margin | 0.0% | 0.0% | 0.0% |
| 04302026 | RUN | Sunrun | Special | Short Squeeze PotentialShort Squeeze PotentialHas potential for a short squeeze. High short interest, rising short interest and high debt. | 0.0% | 0.0% | 0.0% |
| 04172026 | RSG | Republic Services | Monopoly | MY | Getting CheaperMonopoly-Like with P/S DeclineLarge cap with monopoly-like margins or cash flow generation and getting cheaper based on P/S multiple | 0.8% | 0.8% | -1.1% |
| 04102026 | VRSK | Verisk Analytics | Dip Buy | DB | FCFY OPMDip Buy with High FCF Yield and High MarginBuying dips for companies with high FCF yield and meaningfully high operating margin | 12.3% | 12.3% | 0.0% |
| 04102026 | UHAL | U-Haul | Monopoly | MY | Getting CheaperMonopoly-Like with P/S DeclineLarge cap with monopoly-like margins or cash flow generation and getting cheaper based on P/S multiple | 0.3% | 0.3% | -1.0% |
Research & Analysis
Invest in Strategies
Wealth Management
Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 55.88 |
| Mkt Cap | 4.6 |
| Rev LTM | 5,392 |
| Op Inc LTM | 493 |
| FCF LTM | 322 |
| FCF 3Y Avg | 518 |
| CFO LTM | 512 |
| CFO 3Y Avg | 725 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | -4.1% |
| Rev Chg 3Y Avg | -7.7% |
| Rev Chg Q | -6.3% |
| QoQ Delta Rev Chg LTM | -1.4% |
| Op Inc Chg LTM | -36.6% |
| Op Inc Chg 3Y Avg | -12.6% |
| Op Mgn LTM | 5.4% |
| Op Mgn 3Y Avg | 8.5% |
| QoQ Delta Op Mgn LTM | -0.9% |
| CFO/Rev LTM | 8.3% |
| CFO/Rev 3Y Avg | 10.7% |
| FCF/Rev LTM | 5.1% |
| FCF/Rev 3Y Avg | 7.9% |
Valuation
| Median | |
|---|---|
| Name | |
| Mkt Cap | 4.6 |
| P/S | 0.6 |
| P/Op Inc | 10.1 |
| P/EBIT | 11.3 |
| P/E | 22.6 |
| P/CFO | 8.1 |
| Total Yield | 5.6% |
| Dividend Yield | 0.9% |
| FCF Yield 3Y Avg | 7.3% |
| D/E | 0.6 |
| Net D/E | 0.6 |
Returns
| Median | |
|---|---|
| Name | |
| 1M Rtn | 3.9% |
| 3M Rtn | -33.8% |
| 6M Rtn | -27.1% |
| 12M Rtn | -29.5% |
| 3Y Rtn | -6.4% |
| 1M Excs Rtn | -7.8% |
| 3M Excs Rtn | -38.7% |
| 6M Excs Rtn | -34.8% |
| 12M Excs Rtn | -57.9% |
| 3Y Excs Rtn | -80.9% |
Price Behavior
| Market Price | $41.36 | |
| Market Cap ($ Bil) | 0.6 | |
| First Trading Date | 07/21/1986 | |
| Distance from 52W High | -40.6% | |
| 50 Days | 200 Days | |
| DMA Price | $42.78 | $56.04 |
| DMA Trend | down | down |
| Distance from DMA | -3.3% | -26.2% |
| 3M | 1YR | |
| Volatility | 53.0% | 48.4% |
| Downside Capture | 1.82 | 1.10 |
| Upside Capture | 70.13 | 103.79 |
| Correlation (SPY) | 35.7% | 38.5% |
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 0.71 | 1.34 | 1.30 | 1.26 | 1.51 | 1.20 |
| Up Beta | 0.86 | 0.86 | 0.84 | 1.33 | 1.62 | 1.18 |
| Down Beta | 2.66 | 2.30 | 1.45 | 1.35 | 1.32 | 0.85 |
| Up Capture | 72% | 82% | 83% | 63% | 111% | 184% |
| Bmk +ve Days | 15 | 22 | 31 | 66 | 141 | 428 |
| Stock +ve Days | 12 | 19 | 28 | 55 | 112 | 362 |
| Down Capture | -276% | 174% | 192% | 151% | 154% | 109% |
| Bmk -ve Days | 4 | 18 | 30 | 56 | 108 | 321 |
| Stock -ve Days | 10 | 24 | 36 | 70 | 139 | 390 |
[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 AMWD | |
|---|---|---|---|---|
| AMWD | -29.2% | 48.3% | -0.56 | - |
| Sector ETF (XLI) | 30.0% | 15.4% | 1.50 | 46.3% |
| Equity (SPY) | 27.8% | 12.5% | 1.73 | 39.3% |
| Gold (GLD) | 40.6% | 27.2% | 1.23 | 1.6% |
| Commodities (DBC) | 50.1% | 18.0% | 2.16 | -18.2% |
| Real Estate (VNQ) | 11.0% | 13.4% | 0.53 | 37.9% |
| Bitcoin (BTCUSD) | -17.3% | 42.2% | -0.34 | 16.2% |
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Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with AMWD | |
|---|---|---|---|---|
| AMWD | -15.9% | 42.2% | -0.28 | - |
| Sector ETF (XLI) | 12.8% | 17.4% | 0.58 | 56.0% |
| Equity (SPY) | 12.8% | 17.1% | 0.59 | 49.5% |
| Gold (GLD) | 20.2% | 17.9% | 0.92 | 5.1% |
| Commodities (DBC) | 14.0% | 19.1% | 0.60 | 3.7% |
| Real Estate (VNQ) | 3.4% | 18.8% | 0.09 | 46.4% |
| Bitcoin (BTCUSD) | 7.9% | 56.2% | 0.35 | 19.2% |
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Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with AMWD | |
|---|---|---|---|---|
| AMWD | -5.5% | 47.6% | 0.06 | - |
| Sector ETF (XLI) | 13.8% | 19.9% | 0.61 | 59.2% |
| Equity (SPY) | 14.9% | 17.9% | 0.71 | 53.8% |
| Gold (GLD) | 13.4% | 15.9% | 0.70 | 6.7% |
| Commodities (DBC) | 9.6% | 17.7% | 0.45 | 14.7% |
| Real Estate (VNQ) | 5.6% | 20.7% | 0.23 | 49.8% |
| Bitcoin (BTCUSD) | 67.4% | 66.9% | 1.06 | 14.8% |
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Returns Analyses
Earnings Returns History
Expand for More| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 2/26/2026 | -1.0% | -10.0% | -20.2% |
| 11/25/2025 | 5.3% | 9.9% | 5.2% |
| 8/26/2025 | 0.6% | -4.2% | -1.9% |
| 5/29/2025 | 2.9% | -1.4% | -6.1% |
| 2/27/2025 | -13.0% | -15.3% | -14.0% |
| 11/26/2024 | -9.2% | -10.7% | -18.7% |
| 8/27/2024 | -10.7% | -16.4% | -9.8% |
| 5/23/2024 | -3.9% | -7.1% | -16.7% |
| ... | |||
| SUMMARY STATS | |||
| # Positive | 11 | 8 | 6 |
| # Negative | 13 | 16 | 18 |
| Median Positive | 2.9% | 8.5% | 14.1% |
| Median Negative | -7.4% | -9.0% | -12.2% |
| Max Positive | 15.4% | 18.5% | 30.7% |
| Max Negative | -14.4% | -16.4% | -21.1% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 01/31/2026 | 02/26/2026 | 10-Q |
| 10/31/2025 | 11/25/2025 | 10-Q |
| 07/31/2025 | 08/26/2025 | 10-Q |
| 04/30/2025 | 06/25/2025 | 10-K |
| 01/31/2025 | 02/27/2025 | 10-Q |
| 10/31/2024 | 11/26/2024 | 10-Q |
| 07/31/2024 | 08/27/2024 | 10-Q |
| 04/30/2024 | 06/26/2024 | 10-K |
| 01/31/2024 | 02/29/2024 | 10-Q |
| 10/31/2023 | 11/30/2023 | 10-Q |
| 07/31/2023 | 08/29/2023 | 10-Q |
| 04/30/2023 | 06/27/2023 | 10-K |
| 01/31/2023 | 02/28/2023 | 10-Q |
| 10/31/2022 | 11/22/2022 | 10-Q |
| 07/31/2022 | 08/30/2022 | 10-Q |
| 04/30/2022 | 06/29/2022 | 10-K |
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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