Barrett Business Services (BBSI)
Market Price (12/23/2025): $36.26 | Market Cap: $931.4 MilSector: Industrials | Industry: Human Resource & Employment Services
Barrett Business Services (BBSI)
Market Price (12/23/2025): $36.26Market Cap: $931.4 MilSector: IndustrialsIndustry: Human Resource & Employment 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 6.3% | Weak multi-year price returns2Y Excs Rtn is -17%, 3Y Excs Rtn is -16% | Key risksBBSI key risks include [1] volatility in its critical workers' compensation component and [2] its significant geographic concentration in California. |
| Low stock price volatilityVol 12M is 27% | ||
| Megatrend and thematic driversMegatrends include Future of Work. Themes include HR Outsourcing & PEO Services, Workforce Management Solutions, and Regulatory Compliance & Risk Management. |
| Attractive yieldTotal YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 6.3% |
| Low stock price volatilityVol 12M is 27% |
| Megatrend and thematic driversMegatrends include Future of Work. Themes include HR Outsourcing & PEO Services, Workforce Management Solutions, and Regulatory Compliance & Risk Management. |
| Weak multi-year price returns2Y Excs Rtn is -17%, 3Y Excs Rtn is -16% |
| Key risksBBSI key risks include [1] volatility in its critical workers' compensation component and [2] its significant geographic concentration in California. |
Why The Stock Moved
Qualitative Assessment
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Barrett Business Services (BBSI) experienced a stock price decline of approximately 26.5% between its all-time high on September 4, 2025, and December 19, 2025. This movement can be attributed to several key factors:1. Q3 2025 Earnings Miss: On November 5, 2025, Barrett Business Services reported its third-quarter 2025 financial results, with earnings per share (EPS) of $0.79, which fell short of analysts' consensus estimates of $0.81. The reported quarterly revenue of $318.95 million also slightly missed the consensus estimate of $319.27 million.
2. Concerns Over Growth Outlook and Valuation: An analysis in December 2025 highlighted that investors might be overlooking BBSI's "fairly limited growth expectations," as its anticipated 8.3% EPS growth for the coming year was significantly lower than the broader market's forecast of 16%. This suggested that the stock's price-to-earnings ratio could be at risk of declining to align with its more moderate growth outlook.
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Stock Movement Drivers
Fundamental Drivers
The -21.5% change in BBSI stock from 9/22/2025 to 12/22/2025 was primarily driven by a -22.6% change in the company's P/E Multiple.| 9222025 | 12222025 | Change | |
|---|---|---|---|
| Stock Price ($) | 46.13 | 36.23 | -21.46% |
| Change Contribution By | LTM | LTM | |
| Total Revenues ($ Mil) | 1199.32 | 1223.99 | 2.06% |
| Net Income Margin (%) | 4.49% | 4.48% | -0.21% |
| P/E Multiple | 21.92 | 16.97 | -22.59% |
| Shares Outstanding (Mil) | 25.59 | 25.69 | -0.38% |
| Cumulative Contribution | -21.47% |
Market Drivers
9/22/2025 to 12/22/2025| Return | Correlation | |
|---|---|---|
| BBSI | -21.5% | |
| Market (SPY) | 2.7% | 33.7% |
| Sector (XLI) | 2.6% | 27.0% |
Fundamental Drivers
The -13.3% change in BBSI stock from 6/23/2025 to 12/22/2025 was primarily driven by a -18.0% change in the company's P/E Multiple.| 6232025 | 12222025 | Change | |
|---|---|---|---|
| Stock Price ($) | 41.79 | 36.23 | -13.30% |
| Change Contribution By | LTM | LTM | |
| Total Revenues ($ Mil) | 1171.32 | 1223.99 | 4.50% |
| Net Income Margin (%) | 4.45% | 4.48% | 0.74% |
| P/E Multiple | 20.70 | 16.97 | -18.03% |
| Shares Outstanding (Mil) | 25.81 | 25.69 | 0.47% |
| Cumulative Contribution | -13.31% |
Market Drivers
6/23/2025 to 12/22/2025| Return | Correlation | |
|---|---|---|
| BBSI | -13.3% | |
| Market (SPY) | 14.4% | 38.8% |
| Sector (XLI) | 9.6% | 36.6% |
Fundamental Drivers
The -15.1% change in BBSI stock from 12/22/2024 to 12/22/2025 was primarily driven by a -22.6% change in the company's P/E Multiple.| 12222024 | 12222025 | Change | |
|---|---|---|---|
| Stock Price ($) | 42.70 | 36.23 | -15.14% |
| Change Contribution By | LTM | LTM | |
| Total Revenues ($ Mil) | 1116.39 | 1223.99 | 9.64% |
| Net Income Margin (%) | 4.55% | 4.48% | -1.42% |
| P/E Multiple | 21.92 | 16.97 | -22.59% |
| Shares Outstanding (Mil) | 26.05 | 25.69 | 1.40% |
| Cumulative Contribution | -15.16% |
Market Drivers
12/22/2024 to 12/22/2025| Return | Correlation | |
|---|---|---|
| BBSI | -15.1% | |
| Market (SPY) | 16.9% | 45.1% |
| Sector (XLI) | 19.2% | 46.6% |
Fundamental Drivers
The 58.3% change in BBSI stock from 12/23/2022 to 12/22/2025 was primarily driven by a 22.1% change in the company's P/E Multiple.| 12232022 | 12222025 | Change | |
|---|---|---|---|
| Stock Price ($) | 22.89 | 36.23 | 58.27% |
| Change Contribution By | LTM | LTM | |
| Total Revenues ($ Mil) | 1038.94 | 1223.99 | 17.81% |
| Net Income Margin (%) | 4.46% | 4.48% | 0.44% |
| P/E Multiple | 13.90 | 16.97 | 22.08% |
| Shares Outstanding (Mil) | 28.14 | 25.69 | 8.73% |
| Cumulative Contribution | 57.07% |
Market Drivers
12/23/2023 to 12/22/2025| Return | Correlation | |
|---|---|---|
| BBSI | 27.3% | |
| Market (SPY) | 47.7% | 45.2% |
| Sector (XLI) | 42.3% | 50.2% |
Price Returns Compared
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| BBSI Return | -23% | 3% | 37% | 26% | 51% | -15% | 75% |
| Peers Return | 12% | 48% | -16% | 22% | -5% | -34% | 8% |
| S&P 500 Return | 16% | 27% | -19% | 24% | 23% | 17% | 113% |
Monthly Win Rates [3] | |||||||
| BBSI Win Rate | 58% | 50% | 42% | 67% | 67% | 50% | |
| Peers Win Rate | 65% | 67% | 42% | 53% | 52% | 35% | |
| S&P 500 Win Rate | 58% | 75% | 42% | 67% | 75% | 73% | |
Max Drawdowns [4] | |||||||
| BBSI Max Drawdown | -68% | -8% | -15% | -16% | -6% | -23% | |
| Peers Max Drawdown | -48% | -7% | -28% | -9% | -21% | -39% | |
| S&P 500 Max Drawdown | -31% | -1% | -25% | -1% | -2% | -15% | |
[1] Cumulative total returns since the beginning of 2020
[2] Peers: PAYX, NSP, TNET, ADP, RHI.
[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] 2025 data is for the year up to 12/22/2025 (YTD)
How Low Can It Go
| Event | BBSI | S&P 500 |
|---|---|---|
| 2022 Inflation Shock | ||
| % Loss | -31.1% | -25.4% |
| % Gain to Breakeven | 45.2% | 34.1% |
| Time to Breakeven | 168 days | 464 days |
| 2020 Covid Pandemic | ||
| % Loss | -68.1% | -33.9% |
| % Gain to Breakeven | 213.7% | 51.3% |
| Time to Breakeven | 964 days | 148 days |
| 2018 Correction | ||
| % Loss | -44.8% | -19.8% |
| % Gain to Breakeven | 81.2% | 24.7% |
| Time to Breakeven | 1,417 days | 120 days |
| 2008 Global Financial Crisis | ||
| % Loss | -70.6% | -56.8% |
| % Gain to Breakeven | 239.6% | 131.3% |
| Time to Breakeven | 1,293 days | 1,480 days |
Compare to PAYX, TBI, JOB, ELCG, ADP
In The Past
Barrett Business Services's stock fell -31.1% during the 2022 Inflation Shock from a high on 11/3/2021. A -31.1% loss requires a 45.2% gain to breakeven.
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Barrett Business Services, Inc. provides business management solutions for small and mid-sized companies in the United States. The company develops a management platform that integrates a knowledge-based approach from the management consulting industry with tools from the human resource outsourcing industry. It offers professional employer services under which it enters into a client services agreement to establish a co-employment relationship with each client company, assuming responsibility for payroll, payroll taxes, workers' compensation coverage, and other administration functions for the client's existing workforce. The company also provides staffing and recruiting services, such as on-demand or short-term staffing assignment, contract staffing, direct placement, and long-term or indefinite-term on-site management services. It serves electronics manufacturers, light-manufacturing industries, agriculture-based companies, transportation and shipping enterprises, food processors, telecommunications companies, public utilities, general contractors in various construction-related fields, and professional services firms. The company was incorporated in 1965 and is headquartered in Vancouver, Washington.
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```htmlHere are 1-2 brief analogies for Barrett Business Services (BBSI):
- Like ADP or Paychex for full-service HR, benefits, and workers' compensation.
- The AWS for your human resources and payroll operations.
AI Analysis | Feedback
- Professional Employer Organization (PEO) Services: BBSI offers a comprehensive co-employment solution managing payroll, benefits, HR compliance, and workers' compensation for small and medium-sized businesses.
- Staffing Services: BBSI provides temporary and direct-hire staffing solutions to help businesses find qualified employees for various roles and industries.
AI Analysis | Feedback
Barrett Business Services (BBSI) primarily sells its services to other companies.
Due to the nature of its business, which includes professional employer organization (PEO) services and staffing services, BBSI serves a highly diversified client base of small to medium-sized businesses across a broad range of industries. The company does not depend on any one client or a small group of clients for a material portion of its revenue.
Therefore, there are no "major customers" (i.e., individual companies accounting for 10% or more of its revenue) to list by name, as confirmed in the company's public SEC filings.
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- Elevance Health, Inc. (ELV)
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Gary Kramer President, Chief Executive Officer and DirectorMr. Kramer joined BBSI as Chief Financial Officer in 2016 and was appointed as Chief Executive Officer of the company in March 2020. He possesses over fifteen years of insurance industry expertise, including serving twelve years with Chubb Limited, the world's largest publicly traded property and casualty insurer. Mr. Kramer holds a Bachelor of Science degree in business administration with a specialization in finance from Rowan University and an MBA with a specialization in accounting from Drexel University.
Anthony Harris Executive Vice President, Chief Financial Officer, TreasurerMr. Harris joined BBSI in September 2016 as Controller, was promoted to Executive Director of Accounting and Finance in March 2018, and then to Chief Financial Officer in 2020. Prior to his tenure at BBSI, he served as Controller for Holland Partner Group from 2015 to 2016. He also spent nine years with PricewaterhouseCoopers in various roles in the United States and Australia, where he supported publicly traded and large privately held companies. Mr. Harris is a Certified Public Accountant and earned a BBA with a specialization in finance and accounting from Washington State University.
Gerald R. Blotz Executive Vice President and Chief Operating OfficerMr. Blotz joined BBSI in May 2002 as Area Manager of the San Jose branch office and was promoted to Vice President, Chief Operating Officer-Field Operations in May 2014. Before joining BBSI, he was President and Chief Operating Officer of ProTrades Connection, where he was instrumental in growing ProTrades to 44 offices across four states.
James R. Potts Executive Vice President and General Counsel, SecretaryMr. Potts joined BBSI from Cozen O'Connor, a nationally recognized full-service law firm, where he co-chaired the Insurance Corporate and Regulatory Practice. He has more than 25 years of legal experience, representing clients in a cross-section of industries.
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The key risks to Barrett Business Services (BBSI) include:
- Workers' Compensation Volatility: A core component of BBSI's business as a Professional Employer Organization (PEO) involves managing workers' compensation programs. This is identified as the most volatile and critical component of their margin. Unexpected spikes in workers' compensation claims or inadequate pricing of this risk could directly impact the company's profitability, despite approximately 85% of their exposure being covered through fully insured arrangements.
- Geographic Concentration in California: Barrett Business Services has a significant concentration of its operations in California, with the state accounting for roughly 72% of total revenues in 2024. Consequently, any adverse changes to California's economy or its complex regulatory environment could disproportionately affect the company's profitability and overall business performance.
- Macroeconomic Environment and Client Hiring: BBSI's growth and financial performance are highly sensitive to the broader macroeconomic environment. A cautious or slowing economy can lead to reduced client hiring and lower staffing volumes, directly impacting BBSI's revenue growth, particularly in its staffing business and the pace of new client additions.
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The rapid emergence and expansion of highly integrated, all-in-one HR, payroll, benefits, and IT management software platforms. These platforms offer sophisticated automation and a comprehensive suite of services, directly competing with or reducing the perceived value of traditional Professional Employer Organization (PEO) services offered by companies like BBSI. Examples include companies like Rippling, which bundle various administrative functions with a modern tech stack, appealing to small and medium-sized businesses looking for greater control and digital efficiency, potentially eroding market share for full-service PEO models.
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Barrett Business Services (BBSI) operates primarily in two main markets: Professional Employer Organization (PEO) services and Staffing services in the United States.
The addressable market for these services in the U.S. is substantial:
- Professional Employer Organization (PEO) Services: The U.S. PEO industry is projected to generate $196.7 billion in revenue in 2025. Another estimate valued the U.S. PEO Services Market at USD 174.70 million in 2024, with a projection to reach USD 420.10 million by 2032. However, other sources indicate the PEO industry generates $358 billion in revenue, having grown significantly since 2012. The global PEO market was valued at USD 66.23 billion in 2024, expected to grow to USD 73.58 billion in 2025 and reach USD 170.8 billion by 2033.
- Staffing Services: The market size for Office Staffing & Temp Agencies in the U.S. was $238.8 billion in 2024 and is projected to be $260.1 billion in 2025. Overall, the staffing services market size is projected to increase by USD 236.6 billion with a CAGR of 6.53% between 2023 and 2028. The U.S. staffing industry was estimated to be worth $201.7 billion in 2023.
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Barrett Business Services (BBSI) is expected to drive future revenue growth over the next 2-3 years through several key initiatives and market dynamics:
- Growth in Worksite Employees (WSEs) through New Client Additions and Client Retention: BBSI has demonstrated a strong ability to attract and retain clients, evidenced by a record 10,400 worksite employees added year-over-year from net new clients, marking a 6.1% growth in WSEs. The company attributes its robust performance to the successful acquisition of new clients. BBSI anticipates an average WSE growth between 6% and 8% for 2025, driven by new client sales and effective client retention strategies. Analysts also project revenue growth fueled by new client acquisitions and increased service penetration among existing clients.
- Geographic Expansion and New Market Entry: The company is strategically expanding its geographical footprint, particularly through an asset-light model. Recent expansions include opening new branches in Chicago and Dallas, with plans for a Nashville branch in January. This strategic initiative is expected to contribute to future growth by reaching new client bases.
- Expansion of Products and Services, including BBSI Benefits and Enhanced Technology: BBSI is focusing on enhancing its service offerings to attract and serve a broader client base. Strategic initiatives involve improving its technology stack to appeal to larger clients. The company is also expanding its product portfolio, notably with BBSI Benefits, having added approximately 1,300 participants to its various benefits products in Q3 2025, reaching over 20,000 total participants across about 750 clients by October. The launch of BBSI benefits with Kaiser Permanente further highlights its strategic growth and competitive advantage.
- Increased Average Billings per Worksite Employee (WSE): Growth in professional employer organization (PEO) services has been driven not only by an increase in WSEs from new clients but also by higher average billings per WSE per day. This indicates that BBSI is generating more revenue per employee it manages, which can contribute significantly to overall revenue growth even with consistent WSE numbers.
- Favorable Developments in the Workers' Compensation Segment: The workers' compensation segment shows positive trends that could benefit BBSI's financial performance. Specifically, the California Insurance Commissioner approved an average 8.7% increase in premium rates, which is anticipated to positively impact the company. Additionally, the company has benefited from lower workers' compensation costs due to favorable prior year liability and premium adjustments.
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Share Repurchases
- On August 6, 2025, Barrett Business Services authorized a new $100 million stock repurchase program over two years, replacing a previous program from July 2023.
- In the third quarter of 2025, the company repurchased $7.5 million of stock.
- As of December 31, 2024, the company had repurchased $45.2 million under the $75 million stock repurchase program authorized on July 31, 2023.
Share Issuance
- A four-for-one stock split was effected in the form of a stock dividend on June 24, 2024.
- The company maintains a 2019 Employee Stock Purchase Plan, with approximately 293,000 shares reserved for future issuance as of December 31, 2020.
Capital Expenditures
- Capital expenditures amounted to approximately -$15.4 million for the last 12 months as of June 30, 2025 (negative indicates cash outflow).
- The average annual capital expenditures growth rates were -9% over the past three years and -6% over the past five years.
- Capital expenditures are primarily focused on investments back into the company through product enhancements, technology upgrades, and geographic expansion, consistent with an asset-light model.
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| Date | Ticker | Company | Category | Trade Strategy | 6M Fwd Rtn | 12M Fwd Rtn | 12M Max DD |
|---|---|---|---|---|---|---|---|
| 11212025 | CNM | Core & Main | 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 | 18.0% | 18.0% | -1.6% |
| 11212025 | VRRM | Verra Mobility | 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 | 3.7% | 3.7% | -1.2% |
| 11212025 | LII | Lennox International | Dip Buy | DB | P/E OPMDip Buy with Low PE and High MarginBuying dips for companies with tame PE and meaningfully high operating margin | 6.8% | 6.8% | 0.0% |
| 11212025 | ADP | Automatic Data Processing | 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 | 2.6% | 2.6% | -1.2% |
| 11212025 | CW | Curtiss-Wright | Quality | Q | Momentum | UpsideQuality Stocks with Momentum and UpsideBuying quality stocks with strong momentum but still having room to run | 3.6% | 3.6% | -0.4% |
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Peer Comparisons for Barrett Business Services
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 48.91 |
| Mkt Cap | 2.8 |
| Rev LTM | 5,746 |
| Op Inc LTM | 177 |
| FCF LTM | 237 |
| FCF 3Y Avg | 415 |
| CFO LTM | 300 |
| CFO 3Y Avg | 478 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 5.1% |
| Rev Chg 3Y Avg | 5.7% |
| Rev Chg Q | 5.5% |
| QoQ Delta Rev Chg LTM | 1.3% |
| Op Mgn LTM | 5.0% |
| Op Mgn 3Y Avg | 6.5% |
| QoQ Delta Op Mgn LTM | -0.3% |
| CFO/Rev LTM | 5.7% |
| CFO/Rev 3Y Avg | 8.7% |
| FCF/Rev LTM | 4.5% |
| FCF/Rev 3Y Avg | 7.5% |
Price Behavior
Price Behavior
| Market Price | $36.23 | |
| Market Cap ($ Bil) | 0.9 | |
| First Trading Date | 06/14/1993 | |
| Distance from 52W High | -26.1% | |
| 50 Days | 200 Days | |
| DMA Price | $37.51 | $41.65 |
| DMA Trend | down | down |
| Distance from DMA | -3.4% | -13.0% |
| 3M | 1YR | |
| Volatility | 36.9% | 27.1% |
| Downside Capture | 138.80 | 80.14 |
| Upside Capture | 3.46 | 51.65 |
| Correlation (SPY) | 33.8% | 45.0% |
BBSI Betas & Captures as of 11/30/2025
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 1.62 | 1.05 | 1.13 | 1.25 | 0.64 | 0.72 |
| Up Beta | 2.68 | 1.90 | 2.17 | 1.99 | 0.61 | 0.66 |
| Down Beta | 1.54 | 1.22 | 1.05 | 1.69 | 0.60 | 0.69 |
| Up Capture | 31% | -16% | -14% | 39% | 42% | 50% |
| Bmk +ve Days | 12 | 25 | 38 | 73 | 141 | 426 |
| Stock +ve Days | 11 | 20 | 25 | 65 | 126 | 401 |
| Down Capture | 202% | 146% | 171% | 123% | 89% | 93% |
| Bmk -ve Days | 7 | 16 | 24 | 52 | 107 | 323 |
| Stock -ve Days | 8 | 20 | 36 | 59 | 121 | 346 |
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
| Comparison of BBSI With Other Asset Classes (Last 1Y) | |||||||
|---|---|---|---|---|---|---|---|
| BBSI | Sector ETF | Equity | Gold | Commodities | Real Estate | Bitcoin | |
| Annualized Return | -15.8% | 17.0% | 14.7% | 67.3% | 6.8% | -0.5% | -16.6% |
| Annualized Volatility | 27.0% | 19.0% | 19.7% | 19.3% | 15.2% | 17.6% | 35.4% |
| Sharpe Ratio | -0.65 | 0.69 | 0.57 | 2.54 | 0.23 | -0.18 | -0.25 |
| Correlation With Other Assets | 47.2% | 45.6% | 3.9% | 11.2% | 43.8% | 27.6% | |
ETFs used for asset classes: Sector ETF = XLI, Equity = SPY, Gold = GLD, Commodities = DBC, Real Estate = VNQ, and Bitcoin = BTCUSD
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Based On 5-Year Data
| Comparison of BBSI With Other Asset Classes (Last 5Y) | |||||||
|---|---|---|---|---|---|---|---|
| BBSI | Sector ETF | Equity | Gold | Commodities | Real Estate | Bitcoin | |
| Annualized Return | 16.9% | 14.1% | 15.0% | 18.9% | 11.8% | 5.1% | 35.8% |
| Annualized Volatility | 26.8% | 17.2% | 17.1% | 15.5% | 18.7% | 18.9% | 48.9% |
| Sharpe Ratio | 0.59 | 0.66 | 0.71 | 0.98 | 0.51 | 0.18 | 0.63 |
| Correlation With Other Assets | 52.0% | 44.0% | 2.2% | 11.3% | 40.5% | 20.3% | |
ETFs used for asset classes: Sector ETF = XLI, Equity = SPY, Gold = GLD, Commodities = DBC, Real Estate = VNQ, and Bitcoin = BTCUSD
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 10-Year Data
| Comparison of BBSI With Other Asset Classes (Last 10Y) | |||||||
|---|---|---|---|---|---|---|---|
| BBSI | Sector ETF | Equity | Gold | Commodities | Real Estate | Bitcoin | |
| Annualized Return | 14.6% | 13.5% | 14.9% | 14.9% | 6.7% | 5.5% | 69.9% |
| Annualized Volatility | 38.7% | 19.9% | 18.0% | 14.8% | 17.6% | 20.8% | 55.8% |
| Sharpe Ratio | 0.48 | 0.60 | 0.71 | 0.84 | 0.30 | 0.23 | 0.90 |
| Correlation With Other Assets | 47.7% | 43.4% | -4.3% | 19.5% | 39.8% | 11.6% | |
ETFs used for asset classes: Sector ETF = XLI, Equity = SPY, Gold = GLD, Commodities = DBC, Real Estate = VNQ, and Bitcoin = BTCUSD
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Returns Analyses
Earnings Returns History
Expand for More| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 11/5/2025 | -14.2% | -14.4% | -15.6% |
| 8/6/2025 | 5.6% | 7.6% | 8.6% |
| 5/7/2025 | -0.9% | 2.0% | 3.9% |
| 2/26/2025 | -0.5% | -3.1% | 3.4% |
| 11/6/2024 | 2.0% | 5.4% | 8.1% |
| 7/31/2024 | 0.6% | -5.2% | -0.5% |
| 2/28/2024 | 5.7% | 3.1% | 10.1% |
| 11/1/2023 | 5.6% | 14.3% | 23.6% |
| ... | |||
| SUMMARY STATS | |||
| # Positive | 10 | 12 | 12 |
| # Negative | 9 | 7 | 7 |
| Median Positive | 5.6% | 6.5% | 8.4% |
| Median Negative | -4.0% | -5.9% | -8.6% |
| Max Positive | 16.4% | 19.5% | 27.1% |
| Max Negative | -14.2% | -14.4% | -43.4% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 9302025 | 11062025 | 10-Q 9/30/2025 |
| 6302025 | 8072025 | 10-Q 6/30/2025 |
| 3312025 | 5082025 | 10-Q 3/31/2025 |
| 12312024 | 2282025 | 10-K 12/31/2024 |
| 9302024 | 11072024 | 10-Q 9/30/2024 |
| 6302024 | 8012024 | 10-Q 6/30/2024 |
| 3312024 | 5022024 | 10-Q 3/31/2024 |
| 12312023 | 3012024 | 10-K 12/31/2023 |
| 9302023 | 11022023 | 10-Q 9/30/2023 |
| 6302023 | 8032023 | 10-Q 6/30/2023 |
| 3312023 | 5042023 | 10-Q 3/31/2023 |
| 12312022 | 3062023 | 10-K 12/31/2022 |
| 9302022 | 11032022 | 10-Q 9/30/2022 |
| 6302022 | 8042022 | 10-Q 6/30/2022 |
| 3312022 | 5052022 | 10-Q 3/31/2022 |
| 12312021 | 3072022 | 10-K 12/31/2021 |
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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