DMC Global (BOOM)
Market Price (1/19/2026): $8.39 | Market Cap: $167.2 MilSector: Industrials | Industry: Industrial Conglomerates
DMC Global (BOOM)
Market Price (1/19/2026): $8.39Market Cap: $167.2 MilSector: IndustrialsIndustry: Industrial Conglomerates
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
| Attractive yieldFCF Yield is 20% | Weak multi-year price returns2Y Excs Rtn is -95%, 3Y Excs Rtn is -134% | Weak revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is -6.9%, Rev Chg QQuarterly Revenue Change % is -0.6% |
| Megatrend and thematic driversMegatrends include US Energy Independence, and Sustainable & Green Buildings. Themes include US Oilfield Technologies, and Energy Efficient Building Materials. | 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 -8.3% | |
| Key risksBOOM key risks include [1] significant goodwill impairment charges in its Arcadia segment, Show more. |
| Attractive yieldFCF Yield is 20% |
| Megatrend and thematic driversMegatrends include US Energy Independence, and Sustainable & Green Buildings. Themes include US Oilfield Technologies, and Energy Efficient Building Materials. |
| Weak multi-year price returns2Y Excs Rtn is -95%, 3Y Excs Rtn is -134% |
| Weak revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is -6.9%, Rev Chg QQuarterly Revenue Change % is -0.6% |
| 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 -8.3% |
| Key risksBOOM key risks include [1] significant goodwill impairment charges in its Arcadia segment, Show more. |
Why The Stock Moved
Qualitative Assessment
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The movement of DMC Global (BOOM) stock by 4.7% during the approximate period from October 31, 2025, to January 19, 2026, can be attributed to several key factors:
1. Mixed Third Quarter 2025 Financial Results: On November 4, 2025, DMC Global reported its third-quarter 2025 earnings, which showed a mixed performance. While the company's earnings per share (EPS) of -$0.08 missed the consensus estimate, its quarterly revenue of $151.53 million surpassed expectations. Additionally, adjusted EBITDA increased by 51% year-over-year, and net debt was reduced by 47% since the beginning of 2025.
2. Strategic Gain in NobelClad Segment: During the third quarter of 2025, the NobelClad segment secured its largest-ever order, valued at $25 million, with its fulfillment anticipated primarily in the second half of 2026. This significant order provides future revenue visibility and suggests positive long-term prospects for the company.
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1. Mixed Third Quarter 2025 Financial Results: On November 4, 2025, DMC Global reported its third-quarter 2025 earnings, which showed a mixed performance. While the company's earnings per share (EPS) of -$0.08 missed the consensus estimate, its quarterly revenue of $151.53 million surpassed expectations. Additionally, adjusted EBITDA increased by 51% year-over-year, and net debt was reduced by 47% since the beginning of 2025.
2. Strategic Gain in NobelClad Segment: During the third quarter of 2025, the NobelClad segment secured its largest-ever order, valued at $25 million, with its fulfillment anticipated primarily in the second half of 2026. This significant order provides future revenue visibility and suggests positive long-term prospects for the company.
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Stock Movement Drivers
Fundamental Drivers
The 4.7% change in BOOM stock from 10/31/2025 to 1/18/2026 was primarily driven by a 3.8% change in the company's P/S Multiple.| 10312025 | 1182026 | Change | |
|---|---|---|---|
| Stock Price ($) | 8.06 | 8.44 | 4.71% |
| Change Contribution By | LTM | LTM | |
| Total Revenues ($ Mil) | 619.58 | 618.68 | -0.14% |
| P/S Multiple | 0.26 | 0.27 | 3.80% |
| Shares Outstanding (Mil) | 20.13 | 19.93 | 1.01% |
| Cumulative Contribution | 4.70% |
Market Drivers
10/31/2025 to 1/18/2026| Return | Correlation | |
|---|---|---|
| BOOM | 4.7% | |
| Market (SPY) | 1.4% | 23.3% |
| Sector (XLI) | 7.6% | 25.5% |
Fundamental Drivers
The 4.3% change in BOOM stock from 7/31/2025 to 1/18/2026 was primarily driven by a 7.8% change in the company's P/S Multiple.| 7312025 | 1182026 | Change | |
|---|---|---|---|
| Stock Price ($) | 8.09 | 8.44 | 4.33% |
| Change Contribution By | LTM | LTM | |
| Total Revenues ($ Mil) | 635.27 | 618.68 | -2.61% |
| P/S Multiple | 0.25 | 0.27 | 7.76% |
| Shares Outstanding (Mil) | 19.81 | 19.93 | -0.60% |
| Cumulative Contribution | 4.32% |
Market Drivers
7/31/2025 to 1/18/2026| Return | Correlation | |
|---|---|---|
| BOOM | 4.3% | |
| Market (SPY) | 9.7% | 18.9% |
| Sector (XLI) | 10.2% | 27.0% |
Fundamental Drivers
The 3.7% change in BOOM stock from 1/31/2025 to 1/18/2026 was primarily driven by a 12.6% change in the company's P/S Multiple.| 1312025 | 1182026 | Change | |
|---|---|---|---|
| Stock Price ($) | 8.14 | 8.44 | 3.69% |
| Change Contribution By | LTM | LTM | |
| Total Revenues ($ Mil) | 664.51 | 618.68 | -6.90% |
| P/S Multiple | 0.24 | 0.27 | 12.63% |
| Shares Outstanding (Mil) | 19.71 | 19.93 | -1.14% |
| Cumulative Contribution | 3.67% |
Market Drivers
1/31/2025 to 1/18/2026| Return | Correlation | |
|---|---|---|
| BOOM | 3.7% | |
| Market (SPY) | 15.9% | 31.1% |
| Sector (XLI) | 21.9% | 36.9% |
Fundamental Drivers
The -62.9% change in BOOM stock from 1/31/2023 to 1/18/2026 was primarily driven by a -66.0% change in the company's P/S Multiple.| 1312023 | 1182026 | Change | |
|---|---|---|---|
| Stock Price ($) | 22.74 | 8.44 | -62.88% |
| Change Contribution By | LTM | LTM | |
| Total Revenues ($ Mil) | 550.86 | 618.68 | 12.31% |
| P/S Multiple | 0.80 | 0.27 | -66.02% |
| Shares Outstanding (Mil) | 19.38 | 19.93 | -2.83% |
| Cumulative Contribution | -62.91% |
Market Drivers
1/31/2023 to 1/18/2026| Return | Correlation | |
|---|---|---|
| BOOM | -62.9% | |
| Market (SPY) | 76.5% | 26.8% |
| Sector (XLI) | 71.0% | 35.2% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| BOOM Return | -8% | -51% | -3% | -61% | -9% | 29% | -80% |
| Peers Return | 95% | 9% | 4% | 6% | 26% | 11% | 230% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 1% | 85% |
Monthly Win Rates [3] | |||||||
| BOOM Win Rate | 42% | 50% | 58% | 25% | 50% | 100% | |
| Peers Win Rate | 53% | 48% | 45% | 48% | 48% | 100% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 100% | |
Max Drawdowns [4] | |||||||
| BOOM Max Drawdown | -18% | -62% | -20% | -64% | -25% | 0% | |
| Peers Max Drawdown | -4% | -18% | -28% | -18% | -25% | -1% | |
| S&P 500 Max Drawdown | -1% | -25% | -1% | -2% | -15% | 0% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: HON, TTI, HHS, MMM, CSL.
[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 1/16/2026 (YTD)
How Low Can It Go
| Event | BOOM | S&P 500 |
|---|---|---|
| 2022 Inflation Shock | ||
| % Loss | -78.2% | -25.4% |
| % Gain to Breakeven | 359.2% | 34.1% |
| Time to Breakeven | Not Fully Recovered days | 464 days |
| 2020 Covid Pandemic | ||
| % Loss | -53.5% | -33.9% |
| % Gain to Breakeven | 114.9% | 51.3% |
| Time to Breakeven | 255 days | 148 days |
| 2018 Correction | ||
| % Loss | -49.3% | -19.8% |
| % Gain to Breakeven | 97.3% | 24.7% |
| Time to Breakeven | Not Fully Recovered days | 120 days |
| 2008 Global Financial Crisis | ||
| % Loss | -92.0% | -56.8% |
| % Gain to Breakeven | 1148.4% | 131.3% |
| Time to Breakeven | 3,684 days | 1,480 days |
Compare to HON, TTI, HHS, MMM, CSL
In The Past
DMC Global's stock fell -78.2% during the 2022 Inflation Shock from a high on 3/8/2021. A -78.2% loss requires a 359.2% gain to breakeven.
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DMC Global Inc. provides a suite of technical products for the energy, industrial, and infrastructure markets worldwide. The company operates through three segments: Arcadia, DynaEnergetics, and NobelClad. The Arcadia segment manufactures, assembles, and sells architectural building materials, including storefronts and entrances, windows, curtain walls, and interior partitions; architectural components, architectural framing systems, and sun control products; sliding and glazing systems; and engineered steel, aluminum, and wood door and window systems. It sells its products through a national in-house sales force for buildings, such as office towers, hotels, education and athletic facilities, health care facilities, government buildings, retail centers, luxury homes, mixed use, and multi-family residential buildings. The DynaEnergetics segment designs, manufactures, markets, and sells perforating systems, including initiation systems, shaped charges, detonating cords, gun hardware, and control panels; and associated hardware for the oil and gas industry. It sells its products through direct selling, distributors, and independent sales representatives. The NobelClad segment produces and sells explosion-welded clad metal plates for use in the construction of heavy, corrosion resistant pressure vessels, and heat exchangers for oil and gas, chemical and petrochemical, alternative energy, hydrometallurgy, aluminum production, shipbuilding, power generation, and industrial refrigeration industries. It sells its products through direct sales personnel, program managers, and independent sales representatives. The company was formerly known as Dynamic Materials Corporation and changed its name to DMC Global Inc. in November 2016. DMC Global Inc. was founded in 1965 and is headquartered in Broomfield, Colorado.
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Here are 1-2 brief analogies to describe DMC Global (BOOM):
- Like a specialized Halliburton or Schlumberger that provides advanced drilling tools and industrial materials for the energy sector.
- A niche Illinois Tool Works (ITW), specializing in engineered products and advanced materials for heavy industrial applications.
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- Explosion-welded Clad Metals: These are specialized multi-layer metal plates and tubes produced through an explosive welding process, primarily used for corrosion resistance and strength in various industrial applications.
- Perforating Systems: These are highly engineered explosive systems designed for the oil and gas industry to create channels in well casings and cement, facilitating the flow of hydrocarbons.
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DMC Global (symbol: BOOM) now operates solely through its **Arcadia Products** segment, following the divestiture of its NobelClad and DynaEnergetics businesses in 2023. Arcadia Products manufactures architectural building products, including windows, doors, and curtain wall systems, primarily for commercial and high-end residential construction markets.
DMC Global **sells primarily to other companies (B2B)**. While specific major customer company names are generally not publicly disclosed by DMC Global due to the diffuse nature of the construction supply chain and the project-based sales model, its products are sold to and specified by the following key categories of businesses:
- General Contractors: These companies are responsible for the overall construction of commercial buildings (e.g., offices, schools, hospitals, hotels) and high-end residential projects. They procure and oversee the installation of building materials like Arcadia's products.
- Glazing Contractors / Specialty Subcontractors: These specialized firms focus on the installation of glass and fenestration systems. They often purchase windows, doors, and curtain walls directly from manufacturers like Arcadia for their projects.
- Commercial and High-End Residential Developers: Companies that initiate, finance, and manage the development of properties. While they may not directly purchase every component, they play a crucial role in specifying and influencing the choice of architectural products used in their developments, driving demand through their chosen contractors.
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James O'Leary, President & CEOJames O'Leary became DMC Global's permanent President and CEO in June 2025, after serving as interim President and CEO since November 2024. He brings nearly four decades of executive leadership, finance, capital markets, and board-level experience, with expertise in the construction and industrial manufacturing industries. Mr. O'Leary currently serves on the board of Builders FirstSource, Inc. He previously held the position of chairman of BMC Stock Holdings, Inc. before its merger with Builders FirstSource in 2021. Furthermore, he was chairman and CEO of Kaydon Corporation, Inc., a publicly traded manufacturer that was successfully sold to an industry peer. His experience also includes extensive work as a director and senior advisor at several leading private equity firms. Eric Walter, Chief Financial Officer
Eric Walter joined DMC Global as Chief Financial Officer in 2023, bringing over 30 years of financial experience. From 2020 to 2023, he served as CFO of Jacobs' (NYSE: J) largest division, the People & Places Solutions business. In this role, he led the creation of Jacobs' financial planning and analysis organization and enhanced its management reporting processes. Prior to Jacobs, Mr. Walter was Vice President and Corporate Controller of Veritiv (NYSE: VRTV), where he was instrumental in preparing the company for its 2014 initial public offering and led the drafting of its S-1 registration statement. He also established Veritiv's SEC reporting function and helped implement its Sarbanes-Oxley readiness program. His career also includes 10 years in various financial leadership positions with Unisource Worldwide. Geoff High, VP of Investor Relations & Corporate Communications
Geoff High is the Vice President of Investor Relations & Corporate Communications at DMC Global. Brett Seger, Chief Accounting Officer
Brett Seger serves as the Chief Accounting Officer for DMC Global. Adam McCoy, VP of Human Resources
Adam McCoy holds the position of Vice President of Human Resources at DMC Global.
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The key risks to DMC Global (symbol: BOOM) primarily stem from its exposure to volatile end markets, broader macroeconomic and geopolitical uncertainties, and ongoing operational and financial performance challenges.
- Volatility in End Markets: DMC Global operates in segments highly susceptible to cyclicality and uncertainty, particularly in the energy and construction sectors. The DynaEnergetics segment's performance is significantly tied to upstream oil and gas capital expenditures and well completion activity, which are influenced by fluctuating oil prices and geopolitical events. Similarly, the Arcadia segment, serving commercial and high-end residential construction, faces risks from housing market deceleration, elevated interest rates, and an overall economic slowdown. This market volatility can directly impact sales volumes, pricing power, and financial performance, as evidenced by lower sales and goodwill impairment charges.
- Macroeconomic and Geopolitical Factors: Broader macroeconomic conditions, including global economic growth uncertainty, potential recessions, and high interest rates, significantly influence demand for DMC Global's products. Geopolitical concerns, such as conflicts in the Middle East and tariff uncertainties, can further exacerbate challenges by affecting oil and gas supply and demand, stifling economic growth, constraining energy capital expenditures, and disrupting supply chains.
- Operational Challenges and Financial Performance: The company has encountered various operational hurdles, including a lower-margin customer mix, reduced U.S. well completion activity, and supply chain disruptions. These challenges have contributed to significant goodwill impairment charges, notably for its Arcadia segment. DMC Global has also faced persistent unprofitability and declining net profit margins in recent years, distinguishing it from more stable competitors in its industry.
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DMC Global (symbol: BOOM) operates in several distinct markets through its subsidiaries DynaEnergetics, Arcadia, and NobelClad. Here are the addressable markets for their main products and services: * DynaEnergetics: Perforating Systems and Well Completion Products DynaEnergetics designs, manufactures, and distributes advanced perforating systems and related products for the global oil and gas industry, primarily used for perforating oil and gas wells. * The global perforating gun market was estimated at USD 1.24 billion in 2024 and is projected to reach USD 1.83 billion by 2030. Other estimates place the global perforating equipment market at approximately USD 2.5 billion in 2025, projected to reach USD 3.8 billion by 2033. The broader global well completion equipment and services market, which includes perforating, was valued at USD 11.75 billion in 2024 and is projected to reach USD 16.5 billion by 2032. * Arcadia: Architectural Building Products Arcadia is a U.S. supplier of architectural building products, including exterior and interior framing systems for low and mid-rise commercial buildings, windows, curtain walls, and highly engineered windows and doors for the high-end residential market. * Arcadia operates within a segment of the architectural products industry with an addressable market size of approximately USD 4.5 billion in the U.S. This U.S. market is further broken down into Commercial Exteriors (USD 2 billion), High-End Residential (USD 1.5 billion), and Commercial Interiors (USD 1 billion). * NobelClad: Explosion-Welded Clad Metal Plates NobelClad produces explosion-welded clad metal plates for the construction of corrosion-resistant industrial processing equipment and specialized transition joints. These products are used in industries such as oil and gas, chemical and petrochemical, power generation, and transportation. * DMC Global's investor presentation in December 2021 indicated NobelClad's estimated market size to be USD 1.5 billion. The region for this market size is not explicitly stated in the provided snippets, but NobelClad operates globally.AI Analysis | Feedback
DMC Global (symbol: BOOM) is anticipated to experience future revenue growth over the next two to three years driven by several key factors across its business segments.
Here are 3-5 expected drivers of future revenue growth:
-
Introduction of Next-Generation DynaStage System: DynaEnergetics, DMC Global's energy products business, expects enhanced margins starting in early 2025 from the next-generation version of its flagship DynaStage system. This new product is likely to drive increased sales and market share within the oilfield services sector.
-
Conversion of NobelClad Backlog and New Order Growth: The composite metals business, NobelClad, has reported recent record bookings, which are expected to convert into sales in 2026. This substantial order backlog signals potential for future revenue growth as industry conditions stabilize and projects are executed.
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Recovery in the Oil and Gas Market: DynaEnergetics has faced challenging and volatile conditions in the oil field services space. A stabilization or recovery in the U.S. oil and gas market, particularly in its core North American operations, would significantly boost demand for its perforating systems and contribute to revenue growth.
-
Strategic Focus and Improvement in Commercial Construction for Arcadia: Arcadia, the architectural building products business, has strategically shifted its focus from a shrinking high-end residential market to more stable commercial construction projects. While the U.S. construction industry has experienced weakness, continued improvement in Arcadia's operational performance and the commercial market could lead to sustained revenue growth.
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Here's a summary of DMC Global's capital allocation decisions over the last 3-5 years:Share Repurchases
- DMC Global made treasury stock purchases of $563,000 in Q4 2024, $952,000 in Q2 2024, and $484,000 in Q1 2025.
- The company repurchased $1 million in treasury stock during the first nine months of 2024.
- In 2023, treasury stock purchases amounted to $2.171 million, following $952,000 in 2022 and $936,000 in 2021.
Share Issuance
- In May 2021, DMC Global issued 2,875,000 shares of common stock at $45 per share, generating gross proceeds of $129.375 million.
- Net proceeds from this offering, totaling $123.461 million, were primarily used for the acquisition of Arcadia.
- Net proceeds from the issuance of common stock to employees and directors were $132,000 in 2024 and $212,000 in 2023.
Outbound Investments
- In December 2021, DMC Global acquired a 60% controlling interest in Arcadia Inc., a supplier of architectural building products, for $282.5 million.
- The consideration for the Arcadia acquisition included approximately $261.0 million in cash and $21.7 million in shares of DMC Global's common stock.
- DMC Global has the right and potential obligation to acquire the remaining 40% interest in Arcadia on or after December 23, 2024, through a three-year put and call option. The company closed a $300 million senior secured credit facility in February 2024, partly to provide financial flexibility for this potential acquisition.
Capital Expenditures
- DMC Global's capital expenditures were $13.9 million in 2020, $8.7 million in 2021, and $5.712 million in 2022.
- For 2023, capital expenditures were approximately $20 million, with research and development costs at $5.610 million focused on new technology and testing, including the continued construction of a horizontal test loop for perforating systems at its Blum, Texas facility.
- In Q1 2025, capital expenditures for the acquisition of property, plant, and equipment amounted to $3.779 million, following $2.968 million in Q1 2024.
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| DMC Global Earnings Notes | ||
| With DMC Global Stock Surging, Have You Considered The Downside? | Return |
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Peer Comparisons for DMC Global
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Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 89.69 |
| Mkt Cap | 8.5 |
| Rev LTM | 2,817 |
| Op Inc LTM | 549 |
| FCF LTM | 496 |
| FCF 3Y Avg | 513 |
| CFO LTM | 580 |
| CFO 3Y Avg | 589 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 0.2% |
| Rev Chg 3Y Avg | 2.3% |
| Rev Chg Q | 2.3% |
| QoQ Delta Rev Chg LTM | 0.6% |
| Op Mgn LTM | 14.4% |
| Op Mgn 3Y Avg | 6.6% |
| QoQ Delta Op Mgn LTM | -0.4% |
| CFO/Rev LTM | 11.1% |
| CFO/Rev 3Y Avg | 11.4% |
| FCF/Rev LTM | 5.9% |
| FCF/Rev 3Y Avg | 7.4% |
Segment Financials
Revenue by Segment| $ Mil | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|
| Arcadia Products | 300 | 0 | ||
| DynaEnergetics | 264 | 175 | 146 | 310 |
| NobelClad | 90 | 85 | 83 | 87 |
| Total | 654 | 260 | 229 | 398 |
| $ Mil | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|
| DynaEnergetics | 39 | 8 | 6 | 69 |
| NobelClad | 8 | 10 | 7 | 7 |
| Arcadia Products | 4 | -2 | ||
| Unallocated stock-based compensation | -8 | -7 | -6 | -5 |
| Unallocated corporate expenses | -13 | -12 | -8 | -12 |
| Total | 30 | -2 | -1 | 58 |
| $ Mil | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|
| Arcadia Products | 498 | 501 | ||
| DynaEnergetics | 184 | 157 | 133 | 166 |
| Prepaid expenses and other assets | 106 | 112 | 24 | 25 |
| NobelClad | 55 | 53 | 60 | 58 |
| Cash and cash equivalents | 25 | 31 | 28 | 20 |
| Deferred tax assets | 8 | 7 | 5 | 4 |
| Corporate property, plant and equipment | 3 | 4 | 4 | 5 |
| Marketable securities | 0 | 26 | 0 | |
| Total | 879 | 864 | 280 | 277 |
Price Behavior
Price Behavior
| Market Price | $8.44 | |
| Market Cap ($ Bil) | 0.2 | |
| First Trading Date | 01/05/1989 | |
| Distance from 52W High | -6.8% | |
| 50 Days | 200 Days | |
| DMA Price | $6.54 | $7.17 |
| DMA Trend | down | down |
| Distance from DMA | 29.1% | 17.7% |
| 3M | 1YR | |
| Volatility | 62.0% | 62.4% |
| Downside Capture | 11.22 | 65.49 |
| Upside Capture | 89.92 | 67.72 |
| Correlation (SPY) | 24.2% | 29.5% |
BOOM Betas & Captures as of 12/31/2025
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 2.07 | 1.47 | 1.92 | 1.35 | 0.94 | 1.05 |
| Up Beta | 4.63 | 3.19 | 3.30 | 2.69 | 0.68 | 0.84 |
| Down Beta | 1.91 | 2.12 | 3.69 | 3.22 | 1.66 | 1.49 |
| Up Capture | 275% | -13% | -3% | -24% | 47% | 30% |
| Bmk +ve Days | 11 | 23 | 37 | 72 | 143 | 431 |
| Stock +ve Days | 12 | 20 | 32 | 63 | 122 | 362 |
| Down Capture | 94% | 138% | 125% | 50% | 84% | 106% |
| Bmk -ve Days | 11 | 18 | 27 | 55 | 108 | 320 |
| Stock -ve Days | 10 | 20 | 31 | 60 | 117 | 370 |
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
| BOOM vs. Other Asset Classes (Last 1Y) | |||||||
|---|---|---|---|---|---|---|---|
| BOOM | Sector ETF | Equity | Gold | Commodities | Real Estate | Bitcoin | |
| Annualized Return | 13.6% | 25.4% | 19.8% | 70.5% | 3.8% | 10.2% | -1.0% |
| Annualized Volatility | 62.0% | 18.9% | 19.3% | 20.0% | 15.3% | 16.7% | 34.5% |
| Sharpe Ratio | 0.45 | 1.06 | 0.81 | 2.56 | 0.04 | 0.41 | 0.07 |
| Correlation With Other Assets | 34.9% | 29.6% | 3.2% | 25.7% | 31.2% | 14.0% | |
ETFs used for asset classes: Sector ETF = XLI, Equity = SPY, Gold = GLD, Commodities = DBC, Real Estate = VNQ, Bitcoin = BTCUSD
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Based On 5-Year Data
| BOOM vs. Other Asset Classes (Last 5Y) | |||||||
|---|---|---|---|---|---|---|---|
| BOOM | Sector ETF | Equity | Gold | Commodities | Real Estate | Bitcoin | |
| Annualized Return | -29.9% | 14.9% | 14.1% | 19.4% | 11.1% | 6.1% | 20.0% |
| Annualized Volatility | 61.0% | 17.2% | 17.1% | 15.6% | 18.7% | 18.8% | 48.1% |
| Sharpe Ratio | -0.33 | 0.70 | 0.66 | 1.00 | 0.47 | 0.23 | 0.45 |
| Correlation With Other Assets | 38.5% | 33.1% | 4.5% | 27.8% | 26.9% | 17.0% | |
ETFs used for asset classes: Sector ETF = XLI, Equity = SPY, Gold = GLD, Commodities = DBC, Real Estate = VNQ, Bitcoin = BTCUSD
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Based On 10-Year Data
| BOOM vs. Other Asset Classes (Last 10Y) | |||||||
|---|---|---|---|---|---|---|---|
| BOOM | Sector ETF | Equity | Gold | Commodities | Real Estate | Bitcoin | |
| Annualized Return | 3.5% | 14.9% | 15.5% | 14.8% | 7.6% | 5.9% | 70.8% |
| Annualized Volatility | 59.4% | 19.9% | 18.0% | 14.8% | 17.6% | 20.8% | 55.7% |
| Sharpe Ratio | 0.31 | 0.66 | 0.75 | 0.83 | 0.35 | 0.25 | 0.91 |
| Correlation With Other Assets | 37.6% | 33.3% | 2.2% | 30.5% | 26.1% | 11.5% | |
ETFs used for asset classes: Sector ETF = XLI, Equity = SPY, Gold = GLD, Commodities = DBC, Real Estate = VNQ, Bitcoin = BTCUSD
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Returns Analyses
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 09/30/2025 | 11/04/2025 | 10-Q (09/30/2025) |
| 06/30/2025 | 08/05/2025 | 10-Q (06/30/2025) |
| 03/31/2025 | 05/01/2025 | 10-Q (03/31/2025) |
| 12/31/2024 | 02/24/2025 | 10-K (12/31/2024) |
| 09/30/2024 | 11/04/2024 | 10-Q (09/30/2024) |
| 06/30/2024 | 08/01/2024 | 10-Q (06/30/2024) |
| 03/31/2024 | 05/02/2024 | 10-Q (03/31/2024) |
| 12/31/2023 | 02/23/2024 | 10-K (12/31/2023) |
| 09/30/2023 | 11/02/2023 | 10-Q (09/30/2023) |
| 06/30/2023 | 08/08/2023 | 10-Q (06/30/2023) |
| 03/31/2023 | 05/04/2023 | 10-Q (03/31/2023) |
| 12/31/2022 | 02/27/2023 | 10-K (12/31/2022) |
| 09/30/2022 | 11/03/2022 | 10-Q (09/30/2022) |
| 06/30/2022 | 08/04/2022 | 10-Q (06/30/2022) |
| 03/31/2022 | 05/05/2022 | 10-Q (03/31/2022) |
| 12/31/2021 | 03/01/2022 | 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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