Booz Allen Hamilton (BAH)
Market Price (2/3/2026): $87.5 | Market Cap: $10.6 BilSector: Industrials | Industry: Research & Consulting Services
Booz Allen Hamilton (BAH)
Market Price (2/3/2026): $87.5Market Cap: $10.6 BilSector: IndustrialsIndustry: Research & Consulting Services
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 7.9%, ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is 3.7%, FCF Yield is 8.8% | Weak multi-year price returns2Y Excs Rtn is -79%, 3Y Excs Rtn is -77% | Weak revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is -3.1%, Rev Chg QQuarterly Revenue Change % is -10% |
| Low stock price volatilityVol 12M is 39% | Key risksBAH key risks include [1] its near-total reliance on U.S. Show more. | |
| Megatrend and thematic driversMegatrends include Cybersecurity, Artificial Intelligence, and Cloud Computing. Themes include Cloud Security, Show more. |
| Attractive yieldTotal YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 7.9%, ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is 3.7%, FCF Yield is 8.8% |
| Low stock price volatilityVol 12M is 39% |
| Megatrend and thematic driversMegatrends include Cybersecurity, Artificial Intelligence, and Cloud Computing. Themes include Cloud Security, Show more. |
| Weak multi-year price returns2Y Excs Rtn is -79%, 3Y Excs Rtn is -77% |
| Weak revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is -3.1%, Rev Chg QQuarterly Revenue Change % is -10% |
| Key risksBAH key risks include [1] its near-total reliance on U.S. Show more. |
Qualitative Assessment
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1. Mixed Fiscal Third Quarter 2026 Earnings Report. Booz Allen Hamilton's stock remained largely stable following its fiscal third-quarter 2026 earnings report on January 23, 2026. While the company missed revenue estimates, reporting $2.6 billion against an expected $2.73 billion and a 10.2% year-over-year decline, it significantly surpassed adjusted earnings per share (EPS) expectations at $1.77 versus a projected $1.26. This strong profitability beat, coupled with increased net income and raised full-year adjusted EPS guidance, largely offset the revenue weakness, leading to an immediate positive market reaction that balanced out the initial sales concerns.
2. Persistent Impact of Government Funding Delays and Shutdowns. Throughout the period, Booz Allen Hamilton faced headwinds from government funding delays and a partial government shutdown. Management estimated a cumulative impact of approximately $50 million on full-year revenue and $20 million on profit due to these factors. This particularly affected the civil business segment, which saw a notable 28% year-over-year decline in the third quarter. These external pressures tempered potential stock appreciation, as investors weighed ongoing operational challenges against other positive developments.
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Stock Movement Drivers
Fundamental Drivers
The 1.1% change in BAH stock from 10/31/2025 to 2/2/2026 was primarily driven by a 4.2% change in the company's Net Income Margin (%).| (LTM values as of) | 10312025 | 2022026 | Change |
|---|---|---|---|
| Stock Price ($) | 86.59 | 87.50 | 1.1% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 11,706 | 11,409 | -2.5% |
| Net Income Margin (%) | 7.1% | 7.4% | 4.2% |
| P/E Multiple | 12.9 | 12.6 | -1.8% |
| Shares Outstanding (Mil) | 123 | 121 | 1.3% |
| Cumulative Contribution | 1.1% |
Market Drivers
10/31/2025 to 2/2/2026| Return | Correlation | |
|---|---|---|
| BAH | 1.1% | |
| Market (SPY) | 2.0% | 22.5% |
| Sector (XLI) | 8.0% | 28.7% |
Fundamental Drivers
The -17.5% change in BAH stock from 7/31/2025 to 2/2/2026 was primarily driven by a -15.5% change in the company's Net Income Margin (%).| (LTM values as of) | 7312025 | 2022026 | Change |
|---|---|---|---|
| Stock Price ($) | 106.10 | 87.50 | -17.5% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 11,962 | 11,409 | -4.6% |
| Net Income Margin (%) | 8.7% | 7.4% | -15.5% |
| P/E Multiple | 12.7 | 12.6 | -0.2% |
| Shares Outstanding (Mil) | 124 | 121 | 2.5% |
| Cumulative Contribution | -17.5% |
Market Drivers
7/31/2025 to 2/2/2026| Return | Correlation | |
|---|---|---|
| BAH | -17.5% | |
| Market (SPY) | 10.3% | 10.2% |
| Sector (XLI) | 10.7% | 23.3% |
Fundamental Drivers
The -30.7% change in BAH stock from 1/31/2025 to 2/2/2026 was primarily driven by a -31.7% change in the company's P/E Multiple.| (LTM values as of) | 1312025 | 2022026 | Change |
|---|---|---|---|
| Stock Price ($) | 126.24 | 87.50 | -30.7% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 11,776 | 11,409 | -3.1% |
| Net Income Margin (%) | 7.4% | 7.4% | -0.5% |
| P/E Multiple | 18.5 | 12.6 | -31.7% |
| Shares Outstanding (Mil) | 127 | 121 | 5.2% |
| Cumulative Contribution | -30.7% |
Market Drivers
1/31/2025 to 2/2/2026| Return | Correlation | |
|---|---|---|
| BAH | -30.7% | |
| Market (SPY) | 16.6% | 17.5% |
| Sector (XLI) | 22.3% | 24.8% |
Fundamental Drivers
The -2.6% change in BAH stock from 1/31/2023 to 2/2/2026 was primarily driven by a -54.2% change in the company's P/E Multiple.| (LTM values as of) | 1312023 | 2022026 | Change |
|---|---|---|---|
| Stock Price ($) | 89.82 | 87.50 | -2.6% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 9,064 | 11,409 | 25.9% |
| Net Income Margin (%) | 4.8% | 7.4% | 54.6% |
| P/E Multiple | 27.6 | 12.6 | -54.2% |
| Shares Outstanding (Mil) | 132 | 121 | 9.2% |
| Cumulative Contribution | -2.6% |
Market Drivers
1/31/2023 to 2/2/2026| Return | Correlation | |
|---|---|---|
| BAH | -2.6% | |
| Market (SPY) | 77.5% | 21.9% |
| Sector (XLI) | 71.6% | 28.8% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| BAH Return | -1% | 26% | 24% | 2% | -33% | 5% | 11% |
| Peers Return | 18% | 11% | 13% | 11% | 12% | 5% | 92% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 1% | 85% |
Monthly Win Rates [3] | |||||||
| BAH Win Rate | 58% | 58% | 67% | 67% | 42% | 50% | |
| Peers Win Rate | 58% | 55% | 60% | 67% | 53% | 40% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 50% | |
Max Drawdowns [4] | |||||||
| BAH Max Drawdown | -12% | -16% | -15% | -3% | -37% | 0% | |
| Peers Max Drawdown | -11% | -12% | -14% | -7% | -19% | -1% | |
| S&P 500 Max Drawdown | -1% | -25% | -1% | -2% | -15% | -1% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: LDOS, CACI, SAIC, ACN, GD. See BAH 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 2/2/2026 (YTD)
How Low Can It Go
| Event | BAH | S&P 500 |
|---|---|---|
| 2022 Inflation Shock | ||
| % Loss | -28.0% | -25.4% |
| % Gain to Breakeven | 38.8% | 34.1% |
| Time to Breakeven | 173 days | 464 days |
| 2020 Covid Pandemic | ||
| % Loss | -27.7% | -33.9% |
| % Gain to Breakeven | 38.4% | 51.3% |
| Time to Breakeven | 67 days | 148 days |
| 2018 Correction | ||
| % Loss | -19.3% | -19.8% |
| % Gain to Breakeven | 23.9% | 24.7% |
| Time to Breakeven | 214 days | 120 days |
Compare to LDOS, CACI, SAIC, ACN, GD
In The Past
Booz Allen Hamilton's stock fell -28.0% during the 2022 Inflation Shock from a high on 1/26/2021. A -28.0% loss requires a 38.8% gain to breakeven.
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About Booz Allen Hamilton (BAH)
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Here are 1-3 brief analogies to describe Booz Allen Hamilton:
- Accenture for the U.S. government
- Deloitte Consulting for federal agencies
- McKinsey for national security and technology
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- Management & Strategy Consulting: Provides expert advice to clients on strategic planning, organizational effectiveness, and operational improvements.
- Cybersecurity Services: Offers comprehensive solutions to protect critical infrastructure, data, and systems from cyber threats, including defense, intelligence, and resilience.
- Artificial Intelligence (AI) & Data Science: Develops and implements advanced AI, machine learning, and data analytics solutions to support decision-making and automate processes.
- Digital Engineering & Modernization: Designs, builds, and modernizes complex digital systems, software, and cloud infrastructure for government and commercial clients.
- Mission Solutions & Engineering: Delivers specialized engineering, technical, and operational support for defense, intelligence, and space missions, including C4ISR and system integration.
AI Analysis | Feedback
Booz Allen Hamilton (BAH) primarily serves the U.S. federal government. Its major customers are various U.S. government agencies and departments, making it a leading contractor in the defense, intelligence, and civil sectors.
The company does not primarily sell to other private companies or individuals. Instead, its major customers include:
- U.S. Department of Defense (DoD): This includes branches such as the U.S. Army, Navy, Air Force, Marine Corps, and various defense agencies.
- U.S. Intelligence Community (IC): Serving agencies like the National Security Agency (NSA), Central Intelligence Agency (CIA), National Reconnaissance Office (NRO), and Defense Intelligence Agency (DIA).
- U.S. Civil Agencies: Providing services to a broad range of civilian federal agencies, including the Department of Homeland Security (DHS), Department of Veterans Affairs (VA), Department of Health and Human Services (HHS), Department of Justice (DOJ), and NASA.
While the overwhelming majority of its revenue comes from the U.S. federal government, Booz Allen Hamilton also works with a smaller number of international government clients and select commercial clients; however, these represent a minor portion of its overall business compared to its extensive federal contracts.
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- Amazon Web Services (AMZN)
- Microsoft (MSFT)
- Google Cloud (GOOGL)
- Leidos Holdings, Inc. (LDOS)
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Horacio Rozanski, Chairman, Chief Executive Officer, and President
Horacio Rozanski, born and raised in Argentina, moved to the United States for college. He joined Booz Allen as a summer intern in 1991, rising to become the Chief Executive Officer in 2015 and Chairman of the Board of Directors in 2024. He played key roles in major strategic initiatives, including the spin-off of the commercial consulting business in 2008 and the successful 2010 initial public offering. Rozanski led the firm's transformation into a technology company and designed Vision 2020, which defined its growth strategy. He previously held positions such as chief personnel officer, chief strategy and talent officer, chief operating officer, and president. He also serves on the boards of Children's National Hospital and Marriott International, Inc.
Matthew A. Calderone, Chief Financial Officer
Matthew Calderone is responsible for Booz Allen's financial statements, capital structure, investor relations, and mergers and acquisitions (M&A) transactions. Before becoming CFO, he served as the chief strategy officer, leading M&A activity, long-term financial strategy, and the development of the VoLT growth strategy. He also built and led the company's corporate development team, which has executed over $1.5 billion in M&A transactions, equity investments, divestitures, and joint ventures. Calderone was instrumental in designing and executing Booz Allen's Vision 2020 growth strategy, including leading the firm's restructuring in 2013. Earlier in his career, he worked for Booz Allen's global commercial business and for the Boston Consulting Group.
Kristine Martin Anderson, Chief Operating Officer
Kristine Martin Anderson was appointed Chief Operating Officer in June 2022. She has been a leader at Booz Allen for more than 16 years, previously serving as president of the Civil Sector and leading the Health business, where she drove significant growth and expanded the firm's position in public health, life sciences, and healthcare delivery missions. Prior to joining Booz Allen in 2006, she was the vice president for operations and strategy at CareScience, a software solutions company that she helped create in 1992 and took public in 2000.
Nancy J. Laben, Chief Legal Officer
Nancy J. Laben joined Booz Allen in 2013 as general counsel. She oversees the company's Legal, Ethics & Compliance, and Corporate Affairs departments, supporting business priorities, strengthening enterprise practices, managing risk, and enabling growth.
Matt Tarascio, Senior Vice President for Artificial Intelligence
Matt Tarascio serves as the Senior Vice President for Artificial Intelligence at Booz Allen Hamilton. Before joining Booz Allen in 2021 as a Senior Vice President in the Strategic Innovation Group, he was the vice president of AI for Lockheed Martin, and also served as Lockheed Martin's first chief data and analytics officer. His career at Lockheed Martin included leadership and strategy for positioning the company as a leader in Artificial Intelligence. Prior to his roles at Lockheed Martin, Tarascio held various senior positions in Sikorsky's Innovations, Engineering, Programs, and Strategy departments.
AI Analysis | Feedback
Boof Allen Hamilton (BAH) faces several key risks to its business, primarily due to its significant reliance on U.S. government contracts.Key Risks to Booz Allen Hamilton (BAH)
- Heavy Reliance on U.S. Government Contracts: Booz Allen Hamilton generates approximately 98% of its revenue from U.S. government contracts, making it highly susceptible to changes in government spending, mission priorities, and budgetary constraints. This includes the potential impact of government shutdowns, debt ceiling issues, and increased insourcing of work by government agencies, all of which could adversely affect future revenue and growth prospects.
- Competitive Bidding Environment and Contract-Related Risks: The company operates within a highly competitive bidding environment for government contracts, which introduces risks such as delays and increased costs, especially if competitors protest contract awards. Furthermore, the conversion of Booz Allen Hamilton's substantial contract backlog into revenue is heavily dependent on annual appropriations from the U.S. Congress, even for contracts that span multiple years. Changes in government policies regarding the reimbursement of compensation and other expenses, as well as the risk of audits, reviews, or investigations, could also impact the company's financial results.
- Regulatory and Compliance Risks: Booz Allen Hamilton must adhere to a complex and extensive framework of laws and regulations, including the Federal Acquisition Regulation (FAR) and the False Claims Act. Non-compliance with these regulations could lead to significant fines, penalties, or even suspension from government contracting. The evolving legal landscape surrounding artificial intelligence (AI) and data privacy also adds further complexity and potential compliance costs for the company.
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The rapid advancement and adoption of Generative AI and automation tools pose a clear emerging threat to Booz Allen Hamilton's business model. As these technologies become more sophisticated and widely integrated into government operations and competing service providers, they have the potential to automate tasks traditionally performed by human consultants, such as data analysis, research, report generation, and even certain strategic advisory functions. This could lead to a decreased demand for human consulting hours from government clients, who may opt for more AI-driven solutions or expect the same level of output with fewer billable human resources. Additionally, smaller, more agile competitors specializing in AI-driven solutions could emerge, offering more cost-effective or efficient alternatives for specific government needs, thereby disrupting traditional contracting models and putting pressure on Booz Allen Hamilton's market share and pricing power in its core government services market.
AI Analysis | Feedback
Booz Allen Hamilton (BAH) primarily offers management and technology consulting, digital transformation, artificial intelligence (AI), cybersecurity, and engineering services, with a strong focus on the U.S. government sector, including defense, intelligence, and civil markets.
The addressable markets for Booz Allen Hamilton's main products and services are significant:
- Public Sector Consulting and Advisory Services: The United States Public Sector Consulting and Advisory Services Market is estimated at USD 13.57 billion in 2025 and is expected to reach USD 18.03 billion by 2030, growing at a Compound Annual Growth Rate (CAGR) of 5.85% during the forecast period (2025-2030). The North American public sector consulting and advisory services market is projected to grow to USD 40.8 billion by 2032.
- Defense Consulting: The global defense consulting market size was valued at USD 21.82 billion in 2025 and is expected to reach USD 52.06 billion by 2035, with a CAGR of 9.1% from 2025 to 2035. North America is identified as the largest growing region in this market segment. The global aerospace and defense consulting services market was valued at approximately USD 10.5 billion in 2024 and is projected to reach USD 17.8 billion by 2033, with North America accounting for USD 4.2 billion in 2024 and expected to reach USD 7 billion by 2032.
- Cybersecurity Consulting: The U.S. IT Security Consulting market size was USD 18.1 billion in 2024, projected to grow by 2.7% during 2025–2032, reaching USD 22.1 billion by 2032. More specifically for their core client base, the U.S. government cybersecurity market was projected to reach USD 24.6 billion by 2023. The global cybersecurity consulting services market is expected to grow from USD 9.81 billion in 2023 to USD 51.34 billion in 2033, with the United States being the largest market.
- Artificial Intelligence (AI) Consulting for Government and Public Services: The global AI in Government and Public Services Market is valued at USD 21.8 billion in 2024 and is predicted to reach USD 95.0 billion by 2034, with a 16.0% CAGR during the forecast period (2025-2034). North America is expected to hold a significant revenue share in this market. Another report indicates the global market size is expected to grow from USD 22.35 billion in 2024 to USD 133.16 billion by 2035, at a CAGR of 17.62%, with North America anticipated to hold the largest market share.
- Digital Transformation Consulting: The United States Digital Transformation Consulting Services Market was valued at USD 40.8 billion in 2024 and is expected to reach USD 88.94 billion in 2030, projecting a robust growth with a CAGR of 13.7% through 2030.
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Booz Allen Hamilton (BAH) is expected to drive future revenue growth over the next 2-3 years through several key strategic initiatives and market dynamics:
- Expansion in Advanced Technology Solutions: Booz Allen Hamilton is strategically focused on delivering advanced technology solutions, particularly in artificial intelligence (AI), cybersecurity, cloud computing, digital solutions, and engineering. The company emphasizes its leadership in these areas within the federal government sector and its partnerships with technology providers like Palantir and Amazon Web Services (AWS) to co-create innovative solutions. This focus aligns with the increasing demand for sophisticated technological capabilities across government agencies.
- Alignment with National Security and Government Spending Priorities: A significant portion of Booz Allen Hamilton's business is tied to U.S. federal government outlays. The company anticipates continued demand due to its strong positioning to support the priorities of the current administration, especially concerning national security, defense, and intelligence, along with advanced technology initiatives. Growth in these critical government sectors is expected to fuel consistent demand for Booz Allen's specialized consulting and technology services.
- Robust Backlog and Strong Book-to-Bill Ratio: Booz Allen Hamilton consistently reports a substantial total backlog, indicating a significant volume of contracted work yet to be executed. For instance, the company reported a total backlog of $39.4 billion in Q3 FY2025 and a record $41 billion in Q2 FY2025. Additionally, a strong trailing 12-month book-to-bill ratio, reaching 1.41x at calendar year-end in Q3 FY2025, the highest in six years, suggests a healthy pipeline of new business and sustained demand for its services.
- Shift Towards Outcome-Based Contracting: The company's leadership has highlighted an accelerating trend towards outcome-based contracting. This approach focuses on delivering measurable results and efficiencies across client missions, rather than traditional time-and-materials engagements. Booz Allen Hamilton believes this shift positions them to create faster impact and potentially secure higher-value contracts by demonstrating tangible outcomes for its clients.
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Share Repurchases
- Booz Allen Hamilton repurchased 5.6 million shares of its Class A common stock for $763.6 million during fiscal year 2025.
- In fiscal year 2025, the company deployed a total of $1.2 billion of capital, which included repurchasing approximately 4.3% of its outstanding shares.
- On January 28, 2025, the Board of Directors authorized a $500 million increase to its share repurchase program, bringing the total authorization to $3,585 million and the available capacity to approximately $1.0 billion as of December 31, 2024.
Share Issuance
No significant dollar amount of shares issued was prominently disclosed as a capital allocation decision over the last 3-5 years in the available information.
Inbound Investments
No information regarding large inbound investments made in Booz Allen Hamilton by third parties was found for the last 3-5 years.
Outbound Investments
- In June 2024, Booz Allen Hamilton acquired PAR Government Systems Corporation for $99 million to enhance its capabilities.
- In June 2021, the company completed the acquisition of Liberty IT Solutions for $725 million, which expanded its digital modernization offerings and strengthened its presence at the Veterans Affairs Department.
- In July 2025, Booz Allen Hamilton tripled its venture capital commitment for Booz Allen Ventures from $100 million to $300 million, aiming to invest in 20-25 new early-stage technology companies over the next five years, focusing on areas like AI, cyber, defense tech, and American reindustrialization.
Capital Expenditures
- Capital expenditures for the fourth quarter of fiscal year 2025 amounted to $24 million.
- Capital expenditures for the first quarter of fiscal year 2025 were $32 million, including $16 million of previously accrued expenditures that were paid in the quarter.
- The primary focus of capital expenditures includes the purchase of computers, business systems, furniture, and leasehold improvements.
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Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 227.42 |
| Mkt Cap | 18.8 |
| Rev LTM | 14,370 |
| Op Inc LTM | 1,543 |
| FCF LTM | 1,136 |
| FCF 3Y Avg | 917 |
| CFO LTM | 1,263 |
| CFO 3Y Avg | 1,041 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 6.5% |
| Rev Chg 3Y Avg | 7.6% |
| Rev Chg Q | 5.8% |
| QoQ Delta Rev Chg LTM | 1.4% |
| Op Mgn LTM | 9.7% |
| Op Mgn 3Y Avg | 9.6% |
| QoQ Delta Op Mgn LTM | -0.2% |
| CFO/Rev LTM | 8.8% |
| CFO/Rev 3Y Avg | 7.4% |
| FCF/Rev LTM | 7.6% |
| FCF/Rev 3Y Avg | 6.5% |
Valuation
| Median | |
|---|---|
| Name | |
| Mkt Cap | 18.8 |
| P/S | 1.4 |
| P/EBIT | 13.7 |
| P/E | 19.4 |
| P/CFO | 14.8 |
| Total Yield | 6.8% |
| Dividend Yield | 1.2% |
| FCF Yield 3Y Avg | 5.2% |
| D/E | 0.2 |
| Net D/E | 0.2 |
Returns
| Median | |
|---|---|
| Name | |
| 1M Rtn | 2.8% |
| 3M Rtn | 5.5% |
| 6M Rtn | 8.0% |
| 12M Rtn | 14.1% |
| 3Y Rtn | 30.0% |
| 1M Excs Rtn | 1.6% |
| 3M Excs Rtn | 4.7% |
| 6M Excs Rtn | -2.7% |
| 12M Excs Rtn | -1.3% |
| 3Y Excs Rtn | -39.7% |
Comparison Analyses
Price Behavior
| Market Price | $87.50 | |
| Market Cap ($ Bil) | 10.6 | |
| First Trading Date | 11/17/2010 | |
| Distance from 52W High | -32.2% | |
| 50 Days | 200 Days | |
| DMA Price | $88.84 | $100.48 |
| DMA Trend | down | indeterminate |
| Distance from DMA | -1.5% | -12.9% |
| 3M | 1YR | |
| Volatility | 40.6% | 38.8% |
| Downside Capture | 99.86 | 96.51 |
| Upside Capture | 106.89 | 44.06 |
| Correlation (SPY) | 23.1% | 17.5% |
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 1.35 | 1.10 | 0.83 | 0.42 | 0.35 | 0.46 |
| Up Beta | -0.35 | -1.47 | -0.20 | -0.36 | 0.12 | 0.27 |
| Down Beta | 2.56 | 1.64 | 0.99 | 0.92 | 0.20 | 0.39 |
| Up Capture | 111% | 158% | 104% | 4% | 34% | 24% |
| Bmk +ve Days | 11 | 22 | 34 | 71 | 142 | 430 |
| Stock +ve Days | 14 | 25 | 30 | 59 | 126 | 394 |
| Down Capture | 28% | 98% | 100% | 83% | 97% | 88% |
| Bmk -ve Days | 9 | 19 | 27 | 54 | 109 | 321 |
| Stock -ve Days | 6 | 16 | 31 | 66 | 124 | 357 |
[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 BAH | |
|---|---|---|---|---|
| BAH | -30.7% | 38.6% | -0.86 | - |
| Sector ETF (XLI) | 21.6% | 19.0% | 0.90 | 24.7% |
| Equity (SPY) | 16.0% | 19.2% | 0.64 | 17.5% |
| Gold (GLD) | 66.9% | 23.7% | 2.11 | 4.7% |
| Commodities (DBC) | 7.0% | 16.3% | 0.23 | 9.8% |
| Real Estate (VNQ) | 2.9% | 16.5% | -0.00 | 22.9% |
| Bitcoin (BTCUSD) | -19.7% | 39.9% | -0.46 | 18.5% |
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Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with BAH | |
|---|---|---|---|---|
| BAH | -0.4% | 29.7% | 0.02 | - |
| Sector ETF (XLI) | 15.7% | 17.2% | 0.73 | 34.8% |
| Equity (SPY) | 14.1% | 17.1% | 0.66 | 28.0% |
| Gold (GLD) | 19.9% | 16.6% | 0.97 | 4.0% |
| Commodities (DBC) | 11.4% | 18.9% | 0.49 | 8.1% |
| Real Estate (VNQ) | 4.5% | 18.8% | 0.15 | 26.8% |
| Bitcoin (BTCUSD) | 20.9% | 57.6% | 0.56 | 10.4% |
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Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with BAH | |
|---|---|---|---|---|
| BAH | 13.7% | 27.9% | 0.50 | - |
| Sector ETF (XLI) | 15.3% | 19.8% | 0.68 | 41.6% |
| Equity (SPY) | 15.9% | 17.9% | 0.76 | 40.6% |
| Gold (GLD) | 15.0% | 15.3% | 0.81 | 3.1% |
| Commodities (DBC) | 8.3% | 17.6% | 0.39 | 11.5% |
| Real Estate (VNQ) | 5.8% | 20.8% | 0.25 | 35.4% |
| Bitcoin (BTCUSD) | 71.1% | 66.4% | 1.10 | 7.9% |
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Returns Analyses
Earnings Returns History
Expand for More| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 1/23/2026 | 6.8% | ||
| 10/24/2025 | -8.9% | -17.4% | -18.9% |
| 5/23/2025 | -16.5% | -17.7% | -22.0% |
| 1/31/2025 | 0.1% | 0.2% | -20.0% |
| 10/25/2024 | 9.2% | 9.1% | -10.1% |
| 5/24/2024 | 4.0% | -0.1% | 3.6% |
| 1/26/2024 | 13.6% | 10.3% | 15.0% |
| 10/27/2023 | -3.3% | 1.1% | 5.8% |
| ... | |||
| SUMMARY STATS | |||
| # Positive | 12 | 11 | 11 |
| # Negative | 9 | 9 | 9 |
| Median Positive | 4.6% | 6.9% | 6.0% |
| Median Negative | -4.6% | -6.7% | -10.1% |
| Max Positive | 13.6% | 15.4% | 21.9% |
| Max Negative | -16.5% | -17.7% | -22.0% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 12/31/2025 | 01/23/2026 | 10-Q |
| 09/30/2025 | 10/24/2025 | 10-Q |
| 06/30/2025 | 07/25/2025 | 10-Q |
| 03/31/2025 | 05/23/2025 | 10-K |
| 12/31/2024 | 01/31/2025 | 10-Q |
| 09/30/2024 | 10/25/2024 | 10-Q |
| 06/30/2024 | 07/26/2024 | 10-Q |
| 03/31/2024 | 05/24/2024 | 10-K |
| 12/31/2023 | 01/26/2024 | 10-Q |
| 09/30/2023 | 10/27/2023 | 10-Q |
| 06/30/2023 | 07/28/2023 | 10-Q |
| 03/31/2023 | 05/26/2023 | 10-K |
| 12/31/2022 | 01/27/2023 | 10-Q |
| 09/30/2022 | 10/28/2022 | 10-Q |
| 06/30/2022 | 07/29/2022 | 10-Q |
| 03/31/2022 | 05/20/2022 | 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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