Birks (BGI)
Market Price (3/30/2026): $0.704 | Market Cap: $8.0 MilSector: Consumer Discretionary | Industry: Apparel, Accessories & Luxury Goods
Birks (BGI)
Market Price (3/30/2026): $0.704Market Cap: $8.0 MilSector: Consumer DiscretionaryIndustry: Apparel, Accessories & Luxury Goods
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 -36% | Weak multi-year price returns2Y Excs Rtn is -96%, 3Y Excs Rtn is -153% | Penny stockMkt Price is 0.7 |
| Megatrend and thematic driversMegatrends include Experience Economy & Premiumization, and E-commerce & Digital Retail. Themes include Luxury Consumer Goods, Experiential Retail, Show more. | Not profitable at operating income levelOp Inc LTMOperating Income, Last Twelve Months is -5.6 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -1.7% | |
| Debt is significantNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 2086% | ||
| Weak revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is -3.4%, Rev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -0.3%, Rev Chg QQuarterly Revenue Change % is -4.7% | ||
| Not cash flow generativeFCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -2.0% | ||
| Yield minus risk free rate is negativeERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -963% | ||
| Key risksBGI key risks include [1] high financial leverage and liquidity challenges that threaten its continued listing on the NYSE American, 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 -36% |
| Megatrend and thematic driversMegatrends include Experience Economy & Premiumization, and E-commerce & Digital Retail. Themes include Luxury Consumer Goods, Experiential Retail, Show more. |
| Weak multi-year price returns2Y Excs Rtn is -96%, 3Y Excs Rtn is -153% |
| Penny stockMkt Price is 0.7 |
| Not profitable at operating income levelOp Inc LTMOperating Income, Last Twelve Months is -5.6 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -1.7% |
| Debt is significantNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 2086% |
| Weak revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is -3.4%, Rev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -0.3%, Rev Chg QQuarterly Revenue Change % is -4.7% |
| Not cash flow generativeFCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -2.0% |
| Yield minus risk free rate is negativeERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -963% |
| Key risksBGI key risks include [1] high financial leverage and liquidity challenges that threaten its continued listing on the NYSE American, Show more. |
Qualitative Assessment
AI Analysis | Feedback
Birks (BGI) stock has lost about 40% since 11/30/2025 because of the following key factors:
1. Continued Financial Deficits and NYSE Listing Compliance Issues. Birks Group Inc. has consistently reported operating losses, including a $5.5 million operating loss for the fiscal year ending March 29, 2025, primarily due to decreased sales volume and an impairment related to software costs. The company also reported a negative net profit of -$12.30 million for the trailing 12 months ending September 27, 2025. Furthermore, Birks Group is facing challenges with compliance to NYSE American LLC listing standards due to these financial deficits and has been granted an extension until August 25, 2026, to regain compliance.
2. Bearish Technical Indicators and Negative Analyst Sentiment. Multiple technical indicators signaled a strong downward trend for BGI stock during the period. The Aroon Indicator entered a downward trend on March 13, 2026, and the stock moved below its 50-day moving average on February 5, 2026, indicating a shift from an upward to a downward trend. A further bearish signal occurred on February 12, 2026, when the 50-day moving average crossed below the 200-day moving average. As of December 5, 2025, at least one analyst firm rated BGI as "Sell" with a $1.00 price target, and Intellectia AI issued a "Strong Sell" recommendation as of March 23, 2026.
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1. Continued Financial Deficits and NYSE Listing Compliance Issues. Birks Group Inc. has consistently reported operating losses, including a $5.5 million operating loss for the fiscal year ending March 29, 2025, primarily due to decreased sales volume and an impairment related to software costs. The company also reported a negative net profit of -$12.30 million for the trailing 12 months ending September 27, 2025. Furthermore, Birks Group is facing challenges with compliance to NYSE American LLC listing standards due to these financial deficits and has been granted an extension until August 25, 2026, to regain compliance.
2. Bearish Technical Indicators and Negative Analyst Sentiment. Multiple technical indicators signaled a strong downward trend for BGI stock during the period. The Aroon Indicator entered a downward trend on March 13, 2026, and the stock moved below its 50-day moving average on February 5, 2026, indicating a shift from an upward to a downward trend. A further bearish signal occurred on February 12, 2026, when the 50-day moving average crossed below the 200-day moving average. As of December 5, 2025, at least one analyst firm rated BGI as "Sell" with a $1.00 price target, and Intellectia AI issued a "Strong Sell" recommendation as of March 23, 2026.
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Stock Movement Drivers
Fundamental Drivers
The -38.2% change in BGI stock from 11/30/2025 to 3/29/2026 was primarily driven by a -38.2% change in the company's P/S Multiple.| (LTM values as of) | 11302025 | 3292026 | Change |
|---|---|---|---|
| Stock Price ($) | 1.13 | 0.70 | -38.2% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 318 | 318 | 0.0% |
| P/S Multiple | 0.0 | 0.0 | -38.2% |
| Shares Outstanding (Mil) | 11 | 11 | 0.0% |
| Cumulative Contribution | -38.2% |
Market Drivers
11/30/2025 to 3/29/2026| Return | Correlation | |
|---|---|---|
| BGI | -38.2% | |
| Market (SPY) | -5.3% | 18.0% |
| Sector (XLY) | -10.4% | 24.9% |
Fundamental Drivers
The -14.9% change in BGI stock from 8/31/2025 to 3/29/2026 was primarily driven by a -14.9% change in the company's P/S Multiple.| (LTM values as of) | 8312025 | 3292026 | Change |
|---|---|---|---|
| Stock Price ($) | 0.82 | 0.70 | -14.9% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 318 | 318 | 0.0% |
| P/S Multiple | 0.0 | 0.0 | -14.9% |
| Shares Outstanding (Mil) | 11 | 11 | 0.0% |
| Cumulative Contribution | -14.9% |
Market Drivers
8/31/2025 to 3/29/2026| Return | Correlation | |
|---|---|---|
| BGI | -14.9% | |
| Market (SPY) | 0.6% | 7.5% |
| Sector (XLY) | -8.5% | 17.9% |
Fundamental Drivers
The -41.0% change in BGI stock from 2/28/2025 to 3/29/2026 was primarily driven by a -41.0% change in the company's P/S Multiple.| (LTM values as of) | 2282025 | 3292026 | Change |
|---|---|---|---|
| Stock Price ($) | 1.18 | 0.70 | -41.0% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 318 | 318 | 0.0% |
| P/S Multiple | 0.0 | 0.0 | -41.0% |
| Shares Outstanding (Mil) | 11 | 11 | 0.0% |
| Cumulative Contribution | -41.0% |
Market Drivers
2/28/2025 to 3/29/2026| Return | Correlation | |
|---|---|---|
| BGI | -41.0% | |
| Market (SPY) | 9.8% | 25.9% |
| Sector (XLY) | -1.3% | 29.6% |
Fundamental Drivers
The -91.5% change in BGI stock from 2/28/2023 to 3/29/2026 was primarily driven by a -91.5% change in the company's P/S Multiple.| (LTM values as of) | 2282023 | 3292026 | Change |
|---|---|---|---|
| Stock Price ($) | 8.20 | 0.70 | -91.5% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 318 | 318 | 0.0% |
| P/S Multiple | 0.3 | 0.0 | -91.5% |
| Shares Outstanding (Mil) | 11 | 11 | 0.0% |
| Cumulative Contribution | -91.5% |
Market Drivers
2/28/2023 to 3/29/2026| Return | Correlation | |
|---|---|---|
| BGI | -91.5% | |
| Market (SPY) | 69.4% | 15.8% |
| Sector (XLY) | 49.0% | 18.0% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| BGI Return | 465% | 64% | -41% | -66% | -44% | -18% | -14% |
| Peers Return | 94% | -17% | -3% | 2% | 57% | 16% | 189% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | -5% | 72% |
Monthly Win Rates [3] | |||||||
| BGI Win Rate | 67% | 50% | 58% | 25% | 42% | 67% | |
| Peers Win Rate | 58% | 46% | 50% | 44% | 56% | 58% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 33% | |
Max Drawdowns [4] | |||||||
| BGI Max Drawdown | -3% | -10% | -61% | -67% | -62% | -28% | |
| Peers Max Drawdown | -8% | -38% | -37% | -32% | -37% | -8% | |
| S&P 500 Max Drawdown | -1% | -25% | -1% | -2% | -15% | -5% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: SIG, MOV, ELA, FOSL.
[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 3/27/2026 (YTD)
How Low Can It Go
| Event | BGI | S&P 500 |
|---|---|---|
| 2022 Inflation Shock | ||
| % Loss | -68.9% | -25.4% |
| % Gain to Breakeven | 221.0% | 34.1% |
| Time to Breakeven | Not Fully Recovered days | 464 days |
| 2020 Covid Pandemic | ||
| % Loss | -62.3% | -33.9% |
| % Gain to Breakeven | 165.0% | 51.3% |
| Time to Breakeven | 134 days | 148 days |
| 2018 Correction | ||
| % Loss | -68.5% | -19.8% |
| % Gain to Breakeven | 217.5% | 24.7% |
| Time to Breakeven | 534 days | 120 days |
| 2008 Global Financial Crisis | ||
| % Loss | -97.8% | -56.8% |
| % Gain to Breakeven | 4420.0% | 131.3% |
| Time to Breakeven | 5,175 days | 1,480 days |
Compare to SIG, MOV, ELA, FOSL
In The Past
Birks's stock fell -68.9% during the 2022 Inflation Shock from a high on 5/15/2023. A -68.9% loss requires a 221.0% gain to breakeven.
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About Birks (BGI)
Birks Group Inc. designs, develops, manufactures, and retails fine jewelry, timepieces, sterling and plated silverware, and gifts in the United States and Canada. The company operates through two segments, Retail and Other. It offers various merchandise, including designer jewelry, diamonds, gemstone and precious metal jewelry, rings, wedding bands, earrings, bracelets, necklaces, charms, and pearls. As of March 27, 2021, the company operated 26 stores under the Maison Birks brand in various metropolitan markets in Canada; 1 retail location under the Brinkhaus brand in Calgary; and 2 retail locations under the Graff and Patek Philippe brands in Vancouver. It also engages in the retail and wholesale of fine jewelry collections through Mappin & Webb and Goldsmiths stores, as well as through e-commerce platforms; and gold exchange business. The company was formerly known as Birks & Mayors Inc. and changed its name to Birks Group Inc. in September 2013. Birks Group Inc. was founded in 1879 and is headquartered in Montreal, Canada.
AI Analysis | Feedback
Here are 1-3 brief analogies to describe Birks (BGI):
- The Tiffany & Co. of Canada.
- Canada's luxury jeweler, akin to a regional Cartier.
AI Analysis | Feedback
- Fine Jewelry: A wide range of high-end jewelry items including designer pieces, diamonds, gemstones, precious metal jewelry, rings, wedding bands, earrings, bracelets, necklaces, charms, and pearls.
- Timepieces: Luxury watches and clocks offered to customers.
- Sterling and Plated Silverware: High-quality silverware, both sterling and plated, for various uses.
- Gifts: A selection of upscale gift items.
- Gold Exchange Business: A service allowing customers to exchange gold for value.
AI Analysis | Feedback
Birks Group Inc. (BGI) primarily sells its products to individual consumers through its network of retail stores and e-commerce platforms. Based on the description of its high-end merchandise, including fine jewelry, luxury timepieces, and designer items, Birks serves the following categories of customers:
- Luxury Consumers: Individuals with high disposable income seeking premium, high-quality, and branded fine jewelry, luxury timepieces, and exclusive gifts for personal indulgence, status, or as investments.
- Customers Purchasing for Special Occasions: Individuals acquiring significant items such as engagement rings, wedding bands, anniversary gifts, birthday presents, or graduation gifts, where the product's value, symbolism, and lasting quality are paramount.
- Fashion and Style Conscious Individuals: Consumers who view fine jewelry and timepieces as essential components of their personal style, seeking out designer pieces or classic items to complement their wardrobe and aesthetic.
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```htmlNiccolò Rossi di Montelera, Interim CEO and Executive Chairman of the Board
Niccolò Rossi di Montelera was appointed Interim CEO effective August 29, 2025, in addition to his role as Executive Chairman of the Board. He was elected to the company's Board of Directors in September 2010 and served as Vice-Chairman of the Board from June 2015 until his appointment as Executive Chairman in January 2017.
Davide Barberis Canonico, Interim President and Chief Operating Officer
Davide Barberis Canonico was appointed Interim President and Chief Operating Officer, effective August 29, 2025. A member of the company's Board of Directors for 12 years, he assumes day-to-day leadership responsibilities and has extensive leadership experience, having held CEO roles at several other companies.
Katia Fontana, Vice President and Chief Financial Officer
Katia Fontana is the current Vice President and Chief Financial Officer of Birks Group Inc. She is set to retire on April 1, 2026, after six years with the company. She joined Birks Group in 2020 and has been credited with helping the company navigate through challenging periods, including the COVID-19 pandemic.
Aldo Battista, Incoming Vice President and Chief Financial Officer
Aldo Battista will officially assume the role of Vice President and Chief Financial Officer on April 2, 2026. He joined Birks Group on February 11, 2026, as Vice President of Accounting and Treasury to ensure a smooth transition with the retiring CFO. A Chartered Professional Accountant with over 25 years of finance and accounting experience, Battista previously served as Vice President of Finance at apparel retailer Reitmans (Canada) Limited from 2008 to 2024. He began his career as an external auditor with Deloitte from 1991 to 1995. He holds an Executive MBA from Queen's University and a Bachelor of Commerce from Concordia University.
```AI Analysis | Feedback
The key risks to Birks Group Inc. (BGI) are primarily centered around its financial performance, its susceptibility to broader economic conditions affecting luxury consumer spending, and the challenges of a dynamic retail environment.
- Financial Health and Profitability: Birks Group Inc. faces significant risks due to its poor financial performance, marked by recent net losses and negative profitability. The company reported a net loss of $1.5 million in a recent fiscal period and a net loss of $12.8 million for fiscal 2025. Additionally, the company has high financial leverage and negative shareholders' equity, further indicating financial strain. Gross profit for fiscal 2025 also decreased, partly due to lower sales volume following the exit of a third-party jewelry brand from two stores, and a foreign exchange loss from the strengthening U.S. dollar impacting its USD-denominated debt.
- Sensitivity to Economic Conditions and Luxury Consumer Spending: As a luxury retailer, Birks is highly vulnerable to fluctuations in economic conditions and changes in consumer spending patterns. A decline in core retail sales indicates a more cautious spending behavior among consumers, which could negatively affect discretionary sectors like luxury goods. Risks include a deterioration in consumer financial position and the impact of inflation on spending habits. Furthermore, rising prices of precious metals like gold and silver are forcing some Canadian jewelry brands to increase their prices, which could deter consumers or shift their preferences towards less expensive materials, potentially impacting demand for Birks' fine jewelry.
- Dynamic Retail Environment and Operational Challenges: The company operates within a rapidly evolving retail landscape characterized by the need to adapt to changing consumer behaviors and integrate both online and physical retail strategies effectively. Birks must capture the estimated 25% of sales expected to shift online by 2026. The Canadian luxury retail market is also seeing new brands emerge and a shift towards suburban retail nodes, intensifying competition. Operationally, Birks has experienced setbacks, such as a $4.6 million impairment of long-lived assets in fiscal 2025 due to delays in its ERP system implementation. Additionally, the Canadian jewelry sector is experiencing a surge in robberies, particularly "smash-and-grab" incidents, which necessitates increased security measures and impacts insurance underwriting, adding to operational costs and risks.
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Birks Group Inc. operates within the luxury goods market, with its main products encompassing fine jewelry, timepieces, sterling and plated silverware, and gifts in the United States and Canada. The addressable markets for these products vary by region:
United States
- Fine Jewelry: The U.S. jewelry market was valued at approximately USD 73.32 billion in 2023 and is projected to reach USD 96.61 billion by 2030, exhibiting a compound annual growth rate (CAGR) of 4.1% from 2024 to 2030. Other estimates place the market size at USD 78.40 billion in 2024, with a projection to reach USD 97.62 billion by 2030 at a CAGR of 3.72%.
- Timepieces (Luxury Watches): The luxury watch market in the United States generated a revenue of USD 3,796.4 million in 2023 and is expected to reach USD 5,785.4 million by 2030, growing at a CAGR of 6.2% from 2024 to 2030. Another report indicated the market size reached USD 7.99 billion in 2025.
- Sterling and Plated Silverware (Tableware/Flatware): The U.S. tableware market was valued at USD 9.23 billion in 2024 and is anticipated to grow to USD 12.70 billion by 2030 with a CAGR of 5.52%. Tableware accounted for approximately 53.74% of the U.S. kitchenware industry's revenue share in 2024, with the overall U.S. kitchenware market estimated at USD 8,955.7 million in 2024.
- Gifts: The U.S. Gifts Retailing market was valued at USD 24.18 billion in 2024 and is expected to reach USD 37.10 billion by 2032, growing at a CAGR of 5.49%. The U.S. personalized gifts market was valued at USD 8,919 million in 2024 and is estimated to reach USD 15,185 million by 2030 with a CAGR of 9.2%.
Canada
- Fine Jewelry: The Canada jewelry market generated a revenue of USD 4,390.1 million in 2025 and is expected to reach USD 6,915.2 million by 2033, growing at a CAGR of 6% from 2026 to 2033. The broader Canada Luxury Jewelry and Watches Market was worth USD 39.17 billion in 2025 and is forecasted to reach USD 68.63 billion by 2034.
- Timepieces (Luxury Watches): The Canada luxury watch market was valued at USD 3.98 billion in 2024 and is estimated to reach USD 9.53 billion by 2033, growing at a CAGR of 10.13% from 2026 to 2033. Another source indicates the Canada watch market was valued at US$1,951.99 million in 2024 and is projected to reach US$2,941.07 million by 2033.
- Sterling and Plated Silverware (Tableware): The Canada tableware market is expected to reach a market size of more than USD 2.16 billion by 2029.
- Gifts: The market size of Gift Shops & Card Stores in Canada is reported at USD 3.7 billion in 2025. The Canada Gift Retail market had a market share of USD 909.34 million in 2024. The Canada Gift Cards Market value stands at USD 46,512.30 million in 2023 and is anticipated to reach USD 101,751.91 million by 2032, at a CAGR of 9.00%.
AI Analysis | Feedback
Birks Group Inc. (BGI) is anticipated to drive future revenue growth over the next 2-3 years through several key strategies: * Strategic Acquisitions and Retail Footprint Expansion: The company has demonstrated a focus on growth through the acquisition of European Boutique luxury timepieces and jewelry stores, which has significantly contributed to increased net sales and comparable store sales in recent fiscal periods. Birks Group is actively pursuing further strategic acquisitions to expand its presence, and there is potential to open more dedicated stores for high-end brands such as Brinkhaus, Graff, and Patek Philippe. New store openings are also part of their ongoing initiatives to improve future results. * Increased Sales of Third-Party Branded Timepieces and Jewelry: A significant driver of both comparable store sales and overall net sales has been the strong performance of third-party branded timepieces and jewelry. This strategic focus on high-demand, high-margin luxury watches, including brands like Rolex, Patek Philippe, and Grand Seiko, is a key component of the company's growth strategy. * Growth of Birks Branded Jewelry Sales: In addition to third-party offerings, the company anticipates continued growth from its proprietary Birks branded jewelry collections, which have also contributed positively to comparable store sales and net sales. * Enhanced E-commerce Performance and Digital Penetration: E-commerce sales are integrated into comparable store sales calculations and have been a factor in strong retail and online performance. Strengthening its e-commerce platform is a strategic priority for Birks Group to reach customers in areas without a physical store presence. * Store Renovation Projects: Investments in renovating existing stores, such as the projects completed at the Chinook and Laval locations, have resulted in increased sales following their reopening, indicating that modernization of the retail fleet can drive revenue growth.AI Analysis | Feedback
Outbound Investments
- Birks Group Inc. completed the acquisition of the luxury watch and jewelry business of European Boutique, which includes four retail locations in the Toronto area and an e-commerce platform, on July 8, 2025, for approximately $9.0 million CAD.
- The acquisition was partly financed by a $13.5 million term loan from SLR Credit Solutions and a $3.75 million loan agreement from Mangrove Holding S.A., a controlling shareholder.
Capital Expenditures
- For the fiscal year ended March 29, 2025, capital expenditures were approximately $7.01 million CAD.
- For the fiscal year ended March 30, 2024, capital expenditures were approximately $6.28 million CAD.
- For the fiscal year ended March 25, 2023, capital expenditures were approximately $8.38 million CAD.
- The company aims to invest in evaluating store productivity, closing unproductive stores, opening new stores in prime retail locations, renovating existing stores, and enhancing its website and e-commerce platform.
Share Issuance
- Birks Group's shares outstanding increased by 2.2% from the prior quarter to 20 million shares in Q4 2025.
Latest Trefis Analyses
| Title | Date | |
|---|---|---|
| DASHBOARDS | ||
| Birks Stock Drop Looks Sharp, But How Deep Can It Go? | 10/17/2025 |
| Title | |
|---|---|
| ARTICLES |
Trade Ideas
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| 02202026 | SAH | Sonic Automotive | Insider | Insider Buys | Low D/EStrong Insider BuyingCompanies with strong insider buying in the last 1 month, positive operating income and reasonable debt / market cap | -5.9% | -5.9% | -6.1% |
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| 02062026 | DECK | Deckers Outdoor | Dip Buy | DB | P/E OPMDip Buy with Low PE and High MarginBuying dips for companies with tame PE and meaningfully high operating margin | 1.6% | 1.6% | -0.8% |
Research & Analysis
Invest in Strategies
Wealth Management
Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 16.96 |
| Mkt Cap | 0.4 |
| Rev LTM | 671 |
| Op Inc LTM | 23 |
| FCF LTM | 8 |
| FCF 3Y Avg | 6 |
| CFO LTM | 10 |
| CFO 3Y Avg | 8 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 1.6% |
| Rev Chg 3Y Avg | -3.2% |
| Rev Chg Q | -0.3% |
| QoQ Delta Rev Chg LTM | -0.1% |
| Op Mgn LTM | 4.4% |
| Op Mgn 3Y Avg | 4.9% |
| QoQ Delta Op Mgn LTM | 0.1% |
| CFO/Rev LTM | 4.7% |
| CFO/Rev 3Y Avg | 4.3% |
| FCF/Rev LTM | 4.0% |
| FCF/Rev 3Y Avg | 3.0% |
Valuation
| Median | |
|---|---|
| Name | |
| Mkt Cap | 0.4 |
| P/S | 0.5 |
| P/EBIT | 7.9 |
| P/E | 11.6 |
| P/CFO | 5.0 |
| Total Yield | 2.3% |
| Dividend Yield | 0.0% |
| FCF Yield 3Y Avg | 2.7% |
| D/E | 0.4 |
| Net D/E | 0.1 |
Returns
| Median | |
|---|---|
| Name | |
| 1M Rtn | -4.8% |
| 3M Rtn | 3.4% |
| 6M Rtn | 29.5% |
| 12M Rtn | 51.7% |
| 3Y Rtn | 16.4% |
| 1M Excs Rtn | -2.1% |
| 3M Excs Rtn | 16.0% |
| 6M Excs Rtn | 33.9% |
| 12M Excs Rtn | 36.4% |
| 3Y Excs Rtn | -43.4% |
Price Behavior
Price Behavior
| Market Price | $0.70 | |
| Market Cap ($ Bil) | 0.0 | |
| First Trading Date | 11/15/2005 | |
| Distance from 52W High | -47.3% | |
| 50 Days | 200 Days | |
| DMA Price | $0.82 | $0.94 |
| DMA Trend | down | down |
| Distance from DMA | -15.3% | -26.2% |
| 3M | 1YR | |
| Volatility | 77.7% | 84.4% |
| Downside Capture | 1.06 | 0.73 |
| Upside Capture | 65.60 | 31.12 |
| Correlation (SPY) | 19.6% | 26.4% |
BGI Betas & Captures as of 2/28/2026
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 0.57 | 1.37 | 1.27 | 0.51 | 1.16 | 0.73 |
| Up Beta | -1.25 | -2.89 | -2.59 | -0.25 | 1.00 | 0.73 |
| Down Beta | 5.30 | 4.31 | 3.91 | 3.80 | 2.13 | 1.53 |
| Up Capture | -130% | 30% | -29% | -51% | 24% | -3% |
| Bmk +ve Days | 9 | 20 | 31 | 70 | 142 | 431 |
| Stock +ve Days | 8 | 16 | 20 | 45 | 103 | 332 |
| Down Capture | 110% | 201% | 227% | -61% | 99% | 93% |
| Bmk -ve Days | 12 | 21 | 30 | 54 | 109 | 320 |
| Stock -ve Days | 13 | 25 | 38 | 70 | 137 | 386 |
[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 BGI | |
|---|---|---|---|---|
| BGI | -41.6% | 84.2% | -0.32 | - |
| Sector ETF (XLY) | 4.6% | 23.6% | 0.13 | 31.2% |
| Equity (SPY) | 14.5% | 18.9% | 0.59 | 26.4% |
| Gold (GLD) | 50.2% | 27.7% | 1.46 | -10.3% |
| Commodities (DBC) | 17.8% | 17.6% | 0.85 | 8.4% |
| Real Estate (VNQ) | 0.4% | 16.4% | -0.15 | 21.3% |
| Bitcoin (BTCUSD) | -23.7% | 44.2% | -0.49 | 13.6% |
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Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with BGI | |
|---|---|---|---|---|
| BGI | -29.0% | 77.2% | -0.10 | - |
| Sector ETF (XLY) | 5.6% | 23.7% | 0.20 | 14.0% |
| Equity (SPY) | 11.8% | 17.0% | 0.54 | 11.8% |
| Gold (GLD) | 20.7% | 17.7% | 0.96 | -1.6% |
| Commodities (DBC) | 11.6% | 18.9% | 0.50 | 4.8% |
| Real Estate (VNQ) | 3.0% | 18.8% | 0.07 | 8.2% |
| Bitcoin (BTCUSD) | 4.0% | 56.6% | 0.29 | 1.8% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with BGI | |
|---|---|---|---|---|
| BGI | 5.8% | 167.8% | 0.44 | - |
| Sector ETF (XLY) | 11.6% | 21.9% | 0.49 | 8.1% |
| Equity (SPY) | 14.0% | 17.9% | 0.67 | 8.2% |
| Gold (GLD) | 13.3% | 15.8% | 0.70 | 0.6% |
| Commodities (DBC) | 8.2% | 17.6% | 0.39 | -0.6% |
| Real Estate (VNQ) | 4.7% | 20.7% | 0.19 | 10.5% |
| Bitcoin (BTCUSD) | 66.4% | 66.8% | 1.06 | 1.5% |
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 |
| SUMMARY STATS | |||
| # Positive | 0 | 0 | 0 |
| # Negative | 0 | 0 | 0 |
| Median Positive | |||
| Median Negative | |||
| Max Positive | |||
| Max Negative | |||
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 09/30/2025 | 12/05/2025 | 6-K |
| 03/31/2025 | 07/25/2025 | 20-F |
| 09/30/2024 | 11/27/2024 | 6-K |
| 03/31/2024 | 07/16/2024 | 20-F |
| 09/30/2023 | 11/30/2023 | 6-K |
| 03/31/2023 | 06/23/2023 | 20-F |
| 09/30/2022 | 11/30/2022 | 6-K |
| 03/31/2022 | 06/24/2022 | 20-F |
| 09/30/2021 | 11/18/2021 | 6-K |
| 03/31/2021 | 06/17/2021 | 20-F |
| 09/30/2020 | 11/25/2020 | 6-K |
| 03/31/2020 | 07/08/2020 | 20-F |
| 09/30/2019 | 11/21/2019 | 6-K |
| 03/31/2019 | 06/24/2019 | 20-F |
| 09/30/2018 | 11/16/2018 | 6-K |
| 03/31/2018 | 07/03/2018 | 20-F |
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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