Atmus Filtration Technologies (ATMU)
Market Price (2/10/2026): $62.1 | Market Cap: $5.1 BilSector: Consumer Discretionary | Industry: Automotive Parts & Equipment
Atmus Filtration Technologies (ATMU)
Market Price (2/10/2026): $62.1Market Cap: $5.1 BilSector: Consumer DiscretionaryIndustry: Automotive Parts & Equipment
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
| Attractive cash flow generationCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 10% | Trading close to highsDist 52W High is 0.0%, Dist 3Y High is 0.0% | Expensive valuation multiplesP/CFOPrice/(Cash Flow from Operations). CFO is cash before capital expenditures. is 29x |
| Low stock price volatilityVol 12M is 33% | Key risksATMU key risks include [1] significant exposure to trade policy shifts impacting its core Mexico-to-U.S. Show more. | |
| Megatrend and thematic driversMegatrends include Water Infrastructure, and Sustainable Resource Management. Themes include Water Treatment & Delivery, Wastewater Management, Show more. |
| Attractive cash flow generationCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 10% |
| Low stock price volatilityVol 12M is 33% |
| Megatrend and thematic driversMegatrends include Water Infrastructure, and Sustainable Resource Management. Themes include Water Treatment & Delivery, Wastewater Management, Show more. |
| Trading close to highsDist 52W High is 0.0%, Dist 3Y High is 0.0% |
| Expensive valuation multiplesP/CFOPrice/(Cash Flow from Operations). CFO is cash before capital expenditures. is 29x |
| Key risksATMU key risks include [1] significant exposure to trade policy shifts impacting its core Mexico-to-U.S. Show more. |
Qualitative Assessment
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Atmus Filtration Technologies (ATMU) stock has gained about 35% since 10/31/2025 because of the following key factors:
1. Strong Third Quarter 2025 Earnings Beat and Positive Full-Year Guidance. Atmus Filtration Technologies reported robust third-quarter 2025 financial results on November 7, 2025, surpassing analyst expectations for both revenue and earnings per share (EPS). The company posted revenue of $447.70 million, exceeding the anticipated $415.02 million, and an EPS of $0.69, outperforming the consensus estimate of $0.61. This strong performance was accompanied by a positive full-year 2025 EPS guidance set between $2.50 and $2.65, contributing significantly to investor confidence.
2. Strategic Acquisition of Koch Filter Corporation. Atmus completed the acquisition of Koch Filter Corporation for approximately $450 million in cash. This strategic move expanded Atmus's industrial air filtration platform, integrating Koch Filter into its new Industrial Solutions segment. Koch Filter generated $156 million in revenue for the fiscal year ending September 30, 2025, and the acquisition, which closed in January 2026, was highlighted by analysts like JPMorgan as a key strategic benefit.
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1. Strong Third Quarter 2025 Earnings Beat and Positive Full-Year Guidance. Atmus Filtration Technologies reported robust third-quarter 2025 financial results on November 7, 2025, surpassing analyst expectations for both revenue and earnings per share (EPS). The company posted revenue of $447.70 million, exceeding the anticipated $415.02 million, and an EPS of $0.69, outperforming the consensus estimate of $0.61. This strong performance was accompanied by a positive full-year 2025 EPS guidance set between $2.50 and $2.65, contributing significantly to investor confidence.
2. Strategic Acquisition of Koch Filter Corporation. Atmus completed the acquisition of Koch Filter Corporation for approximately $450 million in cash. This strategic move expanded Atmus's industrial air filtration platform, integrating Koch Filter into its new Industrial Solutions segment. Koch Filter generated $156 million in revenue for the fiscal year ending September 30, 2025, and the acquisition, which closed in January 2026, was highlighted by analysts like JPMorgan as a key strategic benefit.
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Stock Movement Drivers
Fundamental Drivers
The 36.8% change in ATMU stock from 10/31/2025 to 2/10/2026 was primarily driven by a 28.5% change in the company's P/E Multiple.| (LTM values as of) | 10312025 | 2102026 | Change |
|---|---|---|---|
| Stock Price ($) | 45.43 | 62.14 | 36.8% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 1,680 | 1,724 | 2.6% |
| Net Income Margin (%) | 11.2% | 11.6% | 3.1% |
| P/E Multiple | 19.9 | 25.5 | 28.5% |
| Shares Outstanding (Mil) | 82 | 82 | 0.6% |
| Cumulative Contribution | 36.8% |
Market Drivers
10/31/2025 to 2/10/2026| Return | Correlation | |
|---|---|---|
| ATMU | 36.7% | |
| Market (SPY) | 1.5% | 53.2% |
| Sector (XLY) | -1.4% | 46.9% |
Fundamental Drivers
The 60.1% change in ATMU stock from 7/31/2025 to 2/10/2026 was primarily driven by a 46.9% change in the company's P/E Multiple.| (LTM values as of) | 7312025 | 2102026 | Change |
|---|---|---|---|
| Stock Price ($) | 38.82 | 62.14 | 60.1% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 1,660 | 1,724 | 3.9% |
| Net Income Margin (%) | 11.1% | 11.6% | 3.9% |
| P/E Multiple | 17.4 | 25.5 | 46.9% |
| Shares Outstanding (Mil) | 83 | 82 | 1.0% |
| Cumulative Contribution | 60.1% |
Market Drivers
7/31/2025 to 2/10/2026| Return | Correlation | |
|---|---|---|
| ATMU | 60.0% | |
| Market (SPY) | 9.8% | 51.2% |
| Sector (XLY) | 7.1% | 42.7% |
Fundamental Drivers
The 49.3% change in ATMU stock from 1/31/2025 to 2/10/2026 was primarily driven by a 33.0% change in the company's P/E Multiple.| (LTM values as of) | 1312025 | 2102026 | Change |
|---|---|---|---|
| Stock Price ($) | 41.61 | 62.14 | 49.3% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 1,663 | 1,724 | 3.7% |
| Net Income Margin (%) | 10.8% | 11.6% | 6.7% |
| P/E Multiple | 19.2 | 25.5 | 33.0% |
| Shares Outstanding (Mil) | 83 | 82 | 1.5% |
| Cumulative Contribution | 49.3% |
Market Drivers
1/31/2025 to 2/10/2026| Return | Correlation | |
|---|---|---|
| ATMU | 49.3% | |
| Market (SPY) | 16.0% | 69.7% |
| Sector (XLY) | 2.6% | 64.9% |
Fundamental Drivers
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Market Drivers
1/31/2023 to 2/10/2026| Return | Correlation | |
|---|---|---|
| ATMU | ||
| Market (SPY) | 76.6% | 52.9% |
| Sector (XLY) | 62.9% | 46.6% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| ATMU Return | - | - | 8% | 67% | 33% | 20% | 189% |
| Peers Return | 24% | -4% | 26% | 26% | 24% | 13% | 167% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 2% | 85% |
Monthly Win Rates [3] | |||||||
| ATMU Win Rate | - | - | 50% | 67% | 75% | 100% | |
| Peers Win Rate | 65% | 35% | 57% | 60% | 63% | 80% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 100% | |
Max Drawdowns [4] | |||||||
| ATMU Max Drawdown | - | - | -15% | -8% | -19% | 0% | |
| Peers Max Drawdown | -5% | -23% | -8% | -3% | -21% | -1% | |
| S&P 500 Max Drawdown | -1% | -25% | -1% | -2% | -15% | -1% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: DCI, PH, CMI, ETN, DHR.
[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 2/10/2026 (YTD)
How Low Can It Go
ATMU has limited trading history. Below is the Consumer Discretionary sector ETF (XLY) in its place.
| Event | XLY | S&P 500 |
|---|---|---|
| 2022 Inflation Shock | ||
| % Loss | -40.3% | -25.4% |
| % Gain to Breakeven | 67.4% | 34.1% |
| Time to Breakeven | 680 days | 464 days |
| 2020 Covid Pandemic | ||
| % Loss | -33.9% | -33.9% |
| % Gain to Breakeven | 51.3% | 51.3% |
| Time to Breakeven | 82 days | 148 days |
| 2018 Correction | ||
| % Loss | -21.9% | -19.8% |
| % Gain to Breakeven | 28.1% | 24.7% |
| Time to Breakeven | 105 days | 120 days |
| 2008 Global Financial Crisis | ||
| % Loss | -60.1% | -56.8% |
| % Gain to Breakeven | 150.8% | 131.3% |
| Time to Breakeven | 779 days | 1,480 days |
Compare to DCI, PH, CMI, ETN, DHR
In The Past
SPDR Select Sector Fund's stock fell -40.3% during the 2022 Inflation Shock from a high on 11/19/2021. A -40.3% loss requires a 67.4% gain to breakeven.
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About Atmus Filtration Technologies (ATMU)
Atmus is one of the global leaders of filtration products for on-highway commercial vehicles and off-highway agriculture, construction, mining and power generation vehicles and equipment. We design and manufacture advanced filtration products, principally under the Fleetguard brand, that enable lower emissions and provide superior asset protection. We estimate that approximately 16% of our net sales in 2022 were generated through first-fit sales to OEMs, where our products are installed as components for new vehicles and equipment, and approximately 84% were generated in the aftermarket, where our products are installed as replacement or repair parts, leading to a strong recurring revenue base. Building on our 65-year history, we continue to grow and differentiate ourselves through our global footprint, comprehensive offering of premium products, technology leadership and multi-channel path to market. --- Our Global Footprint Our global footprint serves end-users in approximately 150 countries, with approximately 49% of our net sales in 2022 from outside of the United States and Canada. We believe that we, together with our joint ventures in China and India, have a leading position in our on-highway and off-highway markets (our “core markets”) based on net sales in 2022. We maintain strong global customer relationships, supported by an established salesforce with work locations in 25 countries as of December 31, 2022. Also, as of December 31, 2022, we operate through 12 distribution centers, nine manufacturing facilities and five technical facilities plus 10 manufacturing facilities and two technical facilities operated by our joint ventures, giving us presence on six continents. Our Premium Products We offer a full spectrum of filtration solutions that enable lower emissions and provide superior asset protection. Our filtration products provide comprehensive and differentiated solutions, which allow our end-users to extend service intervals, reduce maintenance costs and increase uptime. Our products include fuel filters, lube filters, air filters, crankcase ventilation, hydraulic filters and coolants and other chemicals. Our broad range of products in each of our core markets enables one-stop shopping, which we believe is a key competitive advantage. Atmus was incorporated in Delaware as FILT Red, Inc. on April 1, 2022, for the purpose of holding Cummins’ filtration business in connection with the separation and this offering. On December 5, 2022, we filed a Certificate of Amendment with the Delaware Secretary of State to change our name from “FILT Red, Inc.” to “Atmus Filtration Technologies Inc.” Prior to the separation, we have had no operations. Our principal executive offices are located at 26 Century Boulevard, Nashville, Tennessee.
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Here are 1-3 brief analogies to describe Atmus Filtration Technologies (ATMU):- It's a specialized industrial filtration company, similar to a focused business unit within Parker-Hannifin (PH).
- A leading global filtration company that directly competes with Donaldson Company (DCI).
- Like GE HealthCare for General Electric, Atmus is the standalone filtration business spun off from Cummins Inc.
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- Engine Filtration Products: Filters for engines, including air, fuel, lubrication, and crankcase ventilation systems, crucial for engine performance and longevity.
- Drivetrain Filtration Products: Filters designed for transmissions and other drivetrain components, protecting against contamination and ensuring smooth operation.
- Hydraulic Filtration Products: Filters used in hydraulic systems across various heavy-duty and industrial applications to maintain fluid cleanliness and protect components.
- Coolant Filtration Products: Products, including filters and additives, that manage the quality and cleanliness of engine coolant systems, preventing corrosion and deposits.
- Industrial Filtration Products: Specialized filtration solutions for diverse industrial applications, such as power generation, mining, construction, and oil & gas.
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Atmus Filtration Technologies (symbol: ATMU) primarily sells its products to other companies (B2B).
Major Customer:
- Cummins Inc. (symbol: CMI)
According to Atmus Filtration Technologies' Form 10-K for the fiscal year ended December 31, 2023, sales to Cummins Inc. and its affiliates accounted for 42% of Atmus's consolidated net sales for that year. No other single customer accounted for 10% or more of consolidated net sales.
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- Cummins Inc. (CMI)
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Steph Disher, Chief Executive Officer and President
Steph Disher became the Chief Executive Officer and President of Atmus Filtration Technologies upon the company's establishment as a standalone public entity in May 2023, following an initial public offering. Prior to her current role, she served as the Vice President of Cummins Filtration and as Managing Director for Cummins South Pacific. Before joining Cummins, Ms. Disher spent 13 years at BP, holding leadership positions in finance, operations, and human resources. Her experience at BP included work in business transformation, mergers and acquisitions (M&A), portfolio rationalization, and target-integration strategy, as well as serving as finance director for BP Solar Asia Pacific. She has extensive global leadership experience across Australia, Asia, and the United States.
Jack Kienzler, Senior Vice President and Chief Financial Officer
Jack Kienzler has served as the Senior Vice President and Chief Financial Officer of Atmus Filtration Technologies since May 2023. Before this, he held various financial roles at Cummins Filtration Inc., including Division CFO from January 2022 to May 2023. Mr. Kienzler also gained significant experience at Cummins Inc. from April 2014 to February 2022, where he was the Executive Director of Investor Relations and Senior Director of Corporate Development. In his corporate development capacity at Cummins, he was responsible for evaluating strategic opportunities, leading deal negotiations, and executing transactions such as acquisitions, joint ventures, minority equity investments, and licensing. Earlier in his career, from 2008 to 2014, he worked at KPMG Transaction Services in the deal advisory group, serving private equity and strategic clients.
Renee Swan, Senior Vice President and Chief People Officer
Renee Swan serves as the Senior Vice President and Chief People Officer at Atmus Filtration Technologies.
Charles Masters, Senior Vice President and President of Power Solutions
Charles Masters holds the position of Senior Vice President and President of Power Solutions at Atmus Filtration Technologies.
Laura Heltebran, Chief Legal Officer and Corporate Secretary
Laura Heltebran is the Chief Legal Officer and Corporate Secretary for Atmus Filtration Technologies.
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Atmus Filtration Technologies (ATMU) faces several key risks to its business operations and financial health:
- Geopolitical and Trade Policy Risks: Atmus Filtration Technologies is significantly exposed to potential changes in international trade policies, tariffs, and trade barriers. These changes could affect the demand for its products and its competitive position. The company's largest global manufacturing facility, located in Mexico, supplies the U.S. market, making it particularly vulnerable to any protectionist measures or alterations to existing trade agreements between the U.S. and countries like China, Canada, Mexico, and India. Such changes could materially impact operations and financial performance by increasing product costs and affecting competitiveness.
- Dependence on Advanced Technology from Suppliers: The company relies heavily on its suppliers for advanced technology essential to maintaining product quality and efficiency. A substantial portion, approximately 60%, of the filtration materials Atmus uses incorporates unique technologies provided by specialized suppliers. This reliance limits Atmus's ability to switch suppliers, which enhances the bargaining power of its suppliers and can influence input pricing and overall profitability.
- High Leverage/Debt: Atmus Filtration Technologies carries a notable amount of debt on its balance sheet. As of March 2025, the company had approximately $405.5 million in net debt. While the company has a high return on equity, this elevated debt level increases its sensitivity to volatility in earnings and interest rates, posing a financial risk.
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The increasing adoption of electric vehicles (EVs) and hydrogen fuel cell technology across the transportation and industrial sectors poses a clear emerging threat. Atmus's core business relies heavily on filtration products designed for internal combustion engines (ICEs), including fuel filters, lube oil filters, and specific air filters for combustion and exhaust systems. As original equipment manufacturers (OEMs) shift towards EV and fuel cell platforms for heavy-duty trucks, buses, construction equipment, and other industrial applications, the demand for these ICE-specific filtration components will significantly diminish, requiring Atmus to pivot its product portfolio and potentially eroding a substantial portion of its established market.
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Atmus Filtration Technologies (NYSE: ATMU) operates in a significant global market for filtration products, primarily focusing on heavy-duty applications and industrial sectors. The company estimates the total filtration product market to be approximately $74 billion globally as of 2021. Within this, Atmus's core addressable market segments include on- and off-highway vehicles and equipment, and industrial filtration.
- Total Addressable Filtration Market (Global): Atmus identifies the total product sales for the global filtration market as approximately $74 billion in 2021. This market is segmented into three main areas:
- Core On- and Off-Highway Vehicles and Equipment: $13 billion (2021, global).
- Industrial Filtration Market: $44 billion (2021, global).
- The broader global filters market was estimated at USD 79.25 billion in 2023 and is projected to reach USD 112.87 billion by 2030, with a compound annual growth rate (CAGR) of 5.2% from 2024 to 2030.
- Industrial Filtration Market: The global industrial filtration market size was estimated at USD 41.24 billion in 2024 and is predicted to grow to approximately USD 68.46 billion by 2034, expanding at a CAGR of 5.20% from 2025 to 2034. North America's industrial filtration market surpassed USD 16.91 billion in 2024.
- Automotive Engine Filters (Global): This category, which includes air, oil, and fuel filters, had a global market size of $2,719.15 million in 2021 and is projected to reach $3,366 million by the end of 2025. It is expected to grow to $5,157.93 million by 2033, with a CAGR of 5.48% from 2025 to 2033.
- Fuel Filters:
- The global automotive fuel filter market size is expected to be valued at USD 2.93 billion in 2024 and is anticipated to reach approximately USD 5.29 billion by 2034, expanding at a CAGR of 6.1% from 2024 to 2034.
- The U.S. automotive fuel filter market was valued at USD 779.38 million in 2024 and is projected to reach around USD 1,425.66 million by 2034.
- The industrial fuel filters market is projected to grow from USD 553.5 million in 2025 to USD 910.3 million by 2035, at a CAGR of 5.1%.
- The broader global fuel filtration system market, encompassing various applications, is estimated at $15 billion in 2025 and is projected to reach approximately $25 billion by 2033, with a CAGR of 6% from 2025 to 2033.
- Lubricant (Oil) Filtration: The global lubricant filtration market reached US$ 33.5 billion in 2023 and is expected to reach US$ 54.5 billion by 2031, growing with a CAGR of 6.4% during the forecast period 2024-2031. Another estimate shows the lubricant filtration market growing from $32.21 billion in 2024 to $44.56 billion in 2029 at a CAGR of 6.7%.
- Hydraulic Filters: The global hydraulic filter market was estimated at USD 3.45 billion in 2022 and is likely to grow at a CAGR of 4.71% during 2023-2028 to reach USD 4.55 billion in 2028. Another projection indicates the global hydraulic filter market is valued at USD 2,421.77 million in 2025 and is expected to reach USD 3,689.57 million by 2035, growing at a CAGR of 4.3%. Asia-Pacific is expected to remain the largest market for hydraulic filters.
- Engine Air Filters: The global engine air filter market size was valued at USD 5,368.90 million in 2023 and is predicted to reach USD 6,416.30 million by the end of 2032, growing with a CAGR of 2.00% during the forecast period. Asia Pacific is considered the dominating region for engine air filters.
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Atmus Filtration Technologies (ATMU) is poised for future revenue growth over the next 2-3 years, driven by several key factors:
- Strategic Pricing Actions: The company has demonstrated a consistent ability to implement price increases, which have contributed to both sales and gross margin expansion in recent quarters. This indicates that strategic pricing will likely continue to be a driver of revenue growth.
- Volume Growth and Customer Demand: Atmus has experienced higher sales volumes, suggesting growth in demand from its existing customer base and/or the acquisition of new customers. This organic growth in sales volume is a direct contributor to increased revenue.
- Expansion into Industrial Filtration: Atmus is strategically allocating capital to foster growth not only within its core business but also through expansion into the industrial filtration market. This push into new market segments represents a significant opportunity for future revenue generation.
- Operational Independence and Enhanced Distribution: The completion of its full operational separation from Cummins Inc. has granted Atmus complete control over its operations, including a fully integrated distribution network. This independence is expected to lead to greater efficiencies and a more agile approach to the market, indirectly supporting revenue growth.
- Focus on Technology-Leading and Differentiated Solutions: Atmus emphasizes its commitment to providing "technology leading products" and "differentiated filtration solutions." This continuous innovation and focus on superior product offerings are expected to attract and retain customers, contributing to sustained revenue growth.
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Capital Allocation Decisions for Atmus Filtration Technologies (ATMU)
Share Issuance
- Atmus Filtration Technologies became an independent public company on May 26, 2023, through a pro rata distribution by Cummins Inc.
- Cummins Inc. shareholders received one share of Atmus common stock for every three shares of Cummins common stock they owned.
- As of December 31, 2023, Atmus had 84,394,422 shares of common stock outstanding.
Capital Expenditures
- Capital expenditures for the nine months ended September 30, 2023, were $36 million.
- For fiscal year 2023, the company reported capital expenditures of $46 million.
- Atmus projects capital expenditures for fiscal year 2024 to be between $55 million and $65 million, primarily focusing on modernization, capacity expansion, and improving capabilities within their manufacturing footprint.
Latest Trefis Analyses
| Title | |
|---|---|
| ARTICLES |
Research & Analysis
Invest in Strategies
Wealth Management
Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 299.18 |
| Mkt Cap | 103.2 |
| Rev LTM | 22,365 |
| Op Inc LTM | 4,082 |
| FCF LTM | 2,854 |
| FCF 3Y Avg | 2,460 |
| CFO LTM | 3,681 |
| CFO 3Y Avg | 3,297 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 2.6% |
| Rev Chg 3Y Avg | 6.2% |
| Rev Chg Q | 6.7% |
| QoQ Delta Rev Chg LTM | 1.6% |
| Op Mgn LTM | 17.1% |
| Op Mgn 3Y Avg | 16.3% |
| QoQ Delta Op Mgn LTM | 0.3% |
| CFO/Rev LTM | 14.0% |
| CFO/Rev 3Y Avg | 14.7% |
| FCF/Rev LTM | 11.6% |
| FCF/Rev 3Y Avg | 11.9% |
Valuation
| Median | |
|---|---|
| Name | |
| Mkt Cap | 103.2 |
| P/S | 4.5 |
| P/EBIT | 25.5 |
| P/E | 34.3 |
| P/CFO | 28.0 |
| Total Yield | 3.8% |
| Dividend Yield | 0.5% |
| FCF Yield 3Y Avg | 4.0% |
| D/E | 0.1 |
| Net D/E | 0.1 |
Returns
| Median | |
|---|---|
| Name | |
| 1M Rtn | 10.7% |
| 3M Rtn | 19.9% |
| 6M Rtn | 37.2% |
| 12M Rtn | 50.2% |
| 3Y Rtn | 143.5% |
| 1M Excs Rtn | 11.0% |
| 3M Excs Rtn | 18.1% |
| 6M Excs Rtn | 33.0% |
| 12M Excs Rtn | 34.2% |
| 3Y Excs Rtn | 76.5% |
Price Behavior
Price Behavior
| Market Price | $62.12 | |
| Market Cap ($ Bil) | 5.1 | |
| First Trading Date | 05/26/2023 | |
| Distance from 52W High | 0.0% | |
| 50 Days | 200 Days | |
| DMA Price | $55.06 | $44.75 |
| DMA Trend | up | up |
| Distance from DMA | 12.8% | 38.8% |
| 3M | 1YR | |
| Volatility | 29.0% | 33.3% |
| Downside Capture | 91.02 | 108.86 |
| Upside Capture | 209.17 | 136.66 |
| Correlation (SPY) | 52.5% | 70.0% |
ATMU Betas & Captures as of 1/31/2026
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 1.47 | 1.50 | 1.36 | 1.29 | 1.21 | 0.05 |
| Up Beta | 2.94 | 2.57 | 1.65 | 1.66 | 1.22 | -0.21 |
| Down Beta | 1.43 | 1.10 | 0.82 | 1.11 | 1.18 | -0.12 |
| Up Capture | 219% | 219% | 251% | 196% | 153% | 91% |
| Bmk +ve Days | 11 | 22 | 34 | 71 | 142 | 430 |
| Stock +ve Days | 15 | 24 | 36 | 69 | 132 | 354 |
| Down Capture | -3% | 93% | 90% | 80% | 109% | 92% |
| Bmk -ve Days | 9 | 19 | 27 | 54 | 109 | 321 |
| Stock -ve Days | 5 | 17 | 25 | 55 | 116 | 310 |
[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 ATMU | |
|---|---|---|---|---|
| ATMU | 52.7% | 33.2% | 1.31 | - |
| Sector ETF (XLY) | 5.6% | 24.2% | 0.17 | 65.2% |
| Equity (SPY) | 16.3% | 19.3% | 0.65 | 70.0% |
| Gold (GLD) | 76.7% | 25.0% | 2.25 | 0.8% |
| Commodities (DBC) | 9.4% | 16.6% | 0.37 | 23.3% |
| Real Estate (VNQ) | 6.5% | 16.6% | 0.21 | 51.1% |
| Bitcoin (BTCUSD) | -27.3% | 44.7% | -0.58 | 25.7% |
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Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with ATMU | |
|---|---|---|---|---|
| ATMU | 23.7% | 32.3% | 1.25 | - |
| Sector ETF (XLY) | 7.8% | 23.7% | 0.29 | 46.6% |
| Equity (SPY) | 14.1% | 17.0% | 0.66 | 52.9% |
| Gold (GLD) | 22.1% | 16.9% | 1.06 | 6.5% |
| Commodities (DBC) | 11.3% | 18.9% | 0.48 | 15.6% |
| Real Estate (VNQ) | 5.3% | 18.8% | 0.19 | 38.1% |
| Bitcoin (BTCUSD) | 13.4% | 57.9% | 0.45 | 16.8% |
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Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with ATMU | |
|---|---|---|---|---|
| ATMU | 11.2% | 32.3% | 1.25 | - |
| Sector ETF (XLY) | 13.7% | 21.9% | 0.57 | 46.6% |
| Equity (SPY) | 15.7% | 17.9% | 0.75 | 52.9% |
| Gold (GLD) | 15.7% | 15.5% | 0.84 | 6.5% |
| Commodities (DBC) | 8.4% | 17.6% | 0.39 | 15.6% |
| Real Estate (VNQ) | 6.2% | 20.7% | 0.27 | 38.1% |
| Bitcoin (BTCUSD) | 68.8% | 66.7% | 1.08 | 16.8% |
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Returns Analyses
Earnings Returns History
Expand for More| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 11/7/2025 | 3.0% | 4.7% | 8.5% |
| 8/8/2025 | 6.1% | 16.9% | 19.7% |
| 5/2/2025 | 2.4% | 3.3% | 2.7% |
| 2/21/2025 | -3.6% | -1.5% | -4.1% |
| 11/8/2024 | 6.8% | 3.9% | -1.3% |
| 8/2/2024 | 3.1% | 8.6% | 19.6% |
| 5/3/2024 | -8.0% | -2.1% | -4.1% |
| 2/14/2024 | -1.3% | 0.5% | 18.1% |
| ... | |||
| SUMMARY STATS | |||
| # Positive | 7 | 7 | 6 |
| # Negative | 3 | 3 | 4 |
| Median Positive | 3.0% | 3.9% | 17.0% |
| Median Negative | -3.6% | -2.1% | -2.7% |
| Max Positive | 6.8% | 16.9% | 19.7% |
| Max Negative | -8.0% | -5.2% | -4.1% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 09/30/2025 | 11/07/2025 | 10-Q |
| 06/30/2025 | 08/08/2025 | 10-Q |
| 03/31/2025 | 05/02/2025 | 10-Q |
| 12/31/2024 | 02/21/2025 | 10-K |
| 09/30/2024 | 11/08/2024 | 10-Q |
| 06/30/2024 | 08/02/2024 | 10-Q |
| 03/31/2024 | 05/03/2024 | 10-Q |
| 12/31/2023 | 02/14/2024 | 10-K |
| 09/30/2023 | 11/03/2023 | 10-Q |
| 06/30/2023 | 08/09/2023 | 10-Q |
| 03/31/2023 | 05/26/2023 | 424B4 |
| 12/31/2020 | 05/16/2023 | S-1/A |
Insider Activity
Expand for More| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Donoso, Diego | Direct | Sell | 11192025 | 37.79 | 40 | 1,512 | 341,546 | Form | |
| 2 | Donoso, Diego | Direct | Buy | 11192025 | 45.00 | 25 | 1,125 | 407,835 | Form | |
| 3 | Donoso, Diego | Direct | Buy | 11192025 | 45.81 | 15 | 687 | 415,863 | Form | |
| 4 | Donoso, Diego | Direct | Sell | 11192025 | 48.84 | 20 | 977 | 442,393 | 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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