Bridgford Foods (BRID)
Market Price (3/14/2026): $7.44 | Market Cap: $67.5 MilSector: Consumer Staples | Industry: Packaged Foods & Meats
Bridgford Foods (BRID)
Market Price (3/14/2026): $7.44Market Cap: $67.5 MilSector: Consumer StaplesIndustry: Packaged Foods & Meats
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
| Low stock price volatilityVol 12M is 37% | Weak multi-year price returns2Y Excs Rtn is -61%, 3Y Excs Rtn is -114% | Not profitable at operating income levelOp Inc LTMOperating Income, Last Twelve Months is -19 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -8.2% |
| Megatrend and thematic driversMegatrends include E-commerce & DTC Adoption. Themes include Online Grocery Platforms, Direct-to-Consumer Brands (Staples), and Supply Chain Digitization. | Weak revenue growthRev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -4.4% | |
| Not cash flow generativeCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is -2.5%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -4.0% | ||
| 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 -24% | ||
| Key risksBRID key risks include [1] substantial dependence on major customers like Walmart and Dollar General and [2] concentrated family ownership that could impede strategic changes. |
| Low stock price volatilityVol 12M is 37% |
| Megatrend and thematic driversMegatrends include E-commerce & DTC Adoption. Themes include Online Grocery Platforms, Direct-to-Consumer Brands (Staples), and Supply Chain Digitization. |
| Weak multi-year price returns2Y Excs Rtn is -61%, 3Y Excs Rtn is -114% |
| Not profitable at operating income levelOp Inc LTMOperating Income, Last Twelve Months is -19 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -8.2% |
| Weak revenue growthRev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -4.4% |
| Not cash flow generativeCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is -2.5%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -4.0% |
| 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 -24% |
| Key risksBRID key risks include [1] substantial dependence on major customers like Walmart and Dollar General and [2] concentrated family ownership that could impede strategic changes. |
Qualitative Assessment
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Bridgford Foods (BRID) stock has lost about 5% since 11/30/2025 because of the following key factors:
1. Poor Financial Performance and Negative Earnings. Bridgford Foods reported a net loss of $0.74 per share for Q4 2025, announced on January 28, 2026. The company also recorded a net loss of $13.36 million for the trailing 12 months ending October 31, 2025, indicating a challenging financial period.
2. Increased Costs and Reduced Margins. The company experienced a significant decrease in its gross margin, primarily due to increased production costs and rising prices for raw materials like meat and flour. This led to a negative net margin of 5.78% and a negative return on equity of 10.97%.
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1. Poor Financial Performance and Negative Earnings. Bridgford Foods reported a net loss of $0.74 per share for Q4 2025, announced on January 28, 2026. The company also recorded a net loss of $13.36 million for the trailing 12 months ending October 31, 2025, indicating a challenging financial period.
2. Increased Costs and Reduced Margins. The company experienced a significant decrease in its gross margin, primarily due to increased production costs and rising prices for raw materials like meat and flour. This led to a negative net margin of 5.78% and a negative return on equity of 10.97%.
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Stock Movement Drivers
Fundamental Drivers
The -6.0% change in BRID stock from 11/30/2025 to 3/13/2026 was primarily driven by a -7.5% change in the company's P/S Multiple.| (LTM values as of) | 11302025 | 3132026 | Change |
|---|---|---|---|
| Stock Price ($) | 7.98 | 7.50 | -6.0% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 227 | 231 | 1.6% |
| P/S Multiple | 0.3 | 0.3 | -7.5% |
| Shares Outstanding (Mil) | 9 | 9 | 0.0% |
| Cumulative Contribution | -6.0% |
Market Drivers
11/30/2025 to 3/13/2026| Return | Correlation | |
|---|---|---|
| BRID | -6.0% | |
| Market (SPY) | -3.1% | -0.1% |
| Sector (XLP) | 6.8% | -11.6% |
Fundamental Drivers
The 0.1% change in BRID stock from 8/31/2025 to 3/13/2026 was primarily driven by a 1.6% change in the company's Total Revenues ($ Mil).| (LTM values as of) | 8312025 | 3132026 | Change |
|---|---|---|---|
| Stock Price ($) | 7.49 | 7.50 | 0.1% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 227 | 231 | 1.6% |
| P/S Multiple | 0.3 | 0.3 | -1.5% |
| Shares Outstanding (Mil) | 9 | 9 | 0.0% |
| Cumulative Contribution | 0.1% |
Market Drivers
8/31/2025 to 3/13/2026| Return | Correlation | |
|---|---|---|
| BRID | 0.1% | |
| Market (SPY) | 3.0% | -2.7% |
| Sector (XLP) | 5.6% | 2.4% |
Fundamental Drivers
The -28.6% change in BRID stock from 2/28/2025 to 3/13/2026 was primarily driven by a -30.9% change in the company's P/S Multiple.| (LTM values as of) | 2282025 | 3132026 | Change |
|---|---|---|---|
| Stock Price ($) | 10.51 | 7.50 | -28.6% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 224 | 231 | 3.3% |
| P/S Multiple | 0.4 | 0.3 | -30.9% |
| Shares Outstanding (Mil) | 9 | 9 | 0.0% |
| Cumulative Contribution | -28.6% |
Market Drivers
2/28/2025 to 3/13/2026| Return | Correlation | |
|---|---|---|
| BRID | -28.6% | |
| Market (SPY) | 12.4% | 8.6% |
| Sector (XLP) | 4.0% | 8.7% |
Fundamental Drivers
The -42.2% change in BRID stock from 2/28/2023 to 3/13/2026 was primarily driven by a -33.5% change in the company's P/S Multiple.| (LTM values as of) | 2282023 | 3132026 | Change |
|---|---|---|---|
| Stock Price ($) | 12.98 | 7.50 | -42.2% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 266 | 231 | -13.1% |
| P/S Multiple | 0.4 | 0.3 | -33.5% |
| Shares Outstanding (Mil) | 9 | 9 | 0.0% |
| Cumulative Contribution | -42.2% |
Market Drivers
2/28/2023 to 3/13/2026| Return | Correlation | |
|---|---|---|
| BRID | -42.2% | |
| Market (SPY) | 73.4% | 6.6% |
| Sector (XLP) | 26.5% | 2.0% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| BRID Return | -34% | -2% | -8% | -2% | -28% | -4% | -59% |
| Peers Return | 17% | 4% | -20% | 2% | -23% | -6% | -27% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | -1% | 80% |
Monthly Win Rates [3] | |||||||
| BRID Win Rate | 25% | 42% | 50% | 33% | 25% | 33% | |
| Peers Win Rate | 53% | 55% | 42% | 52% | 30% | 53% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 33% | |
Max Drawdowns [4] | |||||||
| BRID Max Drawdown | -37% | -13% | -13% | -23% | -32% | -7% | |
| Peers Max Drawdown | -7% | -13% | -28% | -6% | -29% | -9% | |
| S&P 500 Max Drawdown | -1% | -25% | -1% | -2% | -15% | -2% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: HRL, TSN, GIS, CAG, FLO.
[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 3/13/2026 (YTD)
How Low Can It Go
| Event | BRID | S&P 500 |
|---|---|---|
| 2022 Inflation Shock | ||
| % Loss | -50.6% | -25.4% |
| % Gain to Breakeven | 102.3% | 34.1% |
| Time to Breakeven | Not Fully Recovered days | 464 days |
| 2020 Covid Pandemic | ||
| % Loss | -54.6% | -33.9% |
| % Gain to Breakeven | 120.1% | 51.3% |
| Time to Breakeven | Not Fully Recovered days | 148 days |
| 2018 Correction | ||
| % Loss | -37.6% | -19.8% |
| % Gain to Breakeven | 60.3% | 24.7% |
| Time to Breakeven | 181 days | 120 days |
| 2008 Global Financial Crisis | ||
| % Loss | -68.2% | -56.8% |
| % Gain to Breakeven | 214.2% | 131.3% |
| Time to Breakeven | 101 days | 1,480 days |
Compare to HRL, TSN, GIS, CAG, FLO
In The Past
Bridgford Foods's stock fell -50.6% during the 2022 Inflation Shock from a high on 5/14/2021. A -50.6% loss requires a 102.3% gain to breakeven.
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About Bridgford Foods (BRID)
Bridgford Foods Corporation, together with its subsidiaries, manufactures, markets, and distributes frozen, refrigerated, and snack food products in the United States. It operates in two segments, Frozen Food Products and Snack Food Products. The company primarily offers biscuits, bread dough items, roll dough items, and dry sausage and beef jerky products. It provides approximately 130 frozen food products to food service and retail customers through wholesalers, cooperatives, and distributors; and 170 snack food items to supermarkets, and mass merchandise and convenience retail stores through customer-owned distribution centers, as well as a direct store delivery network. The company was founded in 1932 and is headquartered in Dallas, Texas. Bridgford Foods Corporation is a subsidiary of Bridgford Industries Incorporated.
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Pillsbury for frozen dough products, combined with Jack Link's for meat snacks.
Imagine a blend of **Pillsbury**'s baked goods with **Jack Link's**' jerky.
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- Biscuits: These are frozen dough products offered to food service and retail customers.
- Bread Dough Items: A variety of frozen bread dough products sold to food service and retail customers.
- Roll Dough Items: Frozen roll dough products distributed to food service and retail customers.
- Dry Sausage Products: Snack food items primarily distributed to supermarkets, mass merchandise, and convenience stores.
- Beef Jerky Products: Snack food items offered to supermarkets, mass merchandise, and convenience retail stores.
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Bridgford Foods (symbol: BRID) primarily sells its products to other companies (B2B) rather than directly to individuals. Based on the provided background information, specific customer company names are not disclosed. However, its major customers fall into the following categories:
- Food Service Customers: This category includes various establishments like restaurants, institutions, and cafeterias that utilize Bridgford's frozen food products.
- Retail Customers: This broad category covers retail outlets such as supermarkets, mass merchandise stores, and convenience retail stores, which sell Bridgford's frozen and snack food items to end consumers.
- Wholesalers, Cooperatives, and Distributors: These are intermediary businesses that purchase Bridgford's products for further distribution to food service and retail customers.
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Baron R. H. Bridgford II, President and Chairman of the Executive Committee
Baron R. H. Bridgford II was elected President and Chairman of the Executive Committee in October 2021. He previously served as Vice President, responsible for the company's marketing and processing operations in the Snack Food Products Segment. From 2008 to 2021, he led the Chicago Meat Snack division, gaining hands-on experience in direct store delivery (DSD) distribution, route operations, key account management, and building co-packing and warehouse businesses. Mr. Bridgford holds a B.S. in Business Administration from the University of Colorado. The Executive Committee, which he chairs, functions as the CEO of Bridgford Foods.
Cindy Matthews-Morales, Chief Financial Officer, Corporate Secretary, and Controller
Cindy Matthews-Morales was named Chief Financial Officer, Corporate Secretary, and Controller, effective October 29, 2022. Born in 1970, she is responsible for managing the company's financial strategy, including financial planning, risk management, and reporting, and is crucial for the company's fiscal health and profitability.
Michael W. Bridgford, Chairman of the Board
Michael W. Bridgford was elected Chairman of the Board effective October 30, 2021. Prior to this role, he served as Vice President of Bridgford Foods Corporation, overseeing the company's sales and marketing operations within the Frozen Food Products Segment.
William L. Bridgford, Vice President and Director
William L. Bridgford serves as a Vice President and Director of Bridgford Foods Corporation, a role he took on in October 2021. Born in 1955, he brings extensive experience and a deep understanding of the company's operations and strategic direction, contributing significantly to its growth and success. He previously held the position of Chairman of the Board.
Chris Cole, Senior Vice President
Chris Cole was elected Senior Vice President of Bridgford Marketing Company in October 2021.
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The key risks to Bridgford Foods (BRID) are:
- Inflation, Commodity Volatility, and Rising Costs: Bridgford Foods is significantly impacted by ongoing inflation and volatility in commodity costs, particularly for meat and freight, which has pressured profitability and gross margins. The company has experienced increased costs for meat commodities, temporary labor, healthcare expenses, and repairs and maintenance, leading to a decrease in gross margin.
- Customer Concentration: A substantial portion of Bridgford Foods' sales is concentrated with a few major customers, most notably Walmart, which accounted for 32.9% of quarterly sales. Dollar General is another significant customer, representing 14.0% of sales. A reduction in orders or changes in relationships with these key customers could materially and adversely affect the company's revenues and financial performance.
- Financial Challenges and Loan Covenant Breaches: Bridgford Foods has reported ongoing net losses and faced financial challenges. The company has breached loan covenants, including a net income loan covenant and a quick ratio covenant, although these have been waived by its lender. Continued losses and covenant pressures elevate financial risk and could impact liquidity and borrowing capacity.
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The increasing consumer demand for plant-based food alternatives poses a clear emerging threat to Bridgford Foods' dry sausage and beef jerky products. As the market for plant-based snacks and meat alternatives expands, new companies and existing competitors are introducing a wide range of plant-based jerky and sausage products that directly compete with and aim to displace traditional meat-based offerings in the snack food segment.
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The addressable markets for Bridgford Foods' main products and services in the United States are as follows:
Frozen Food Products
- Biscuits: The U.S. biscuits market size was valued at USD 22.19 billion in 2024.
- Bread Dough Items and Roll Dough Items: The frozen dough market in the United States generated a revenue of USD 7,174.9 million in 2021 and is expected to reach USD 10,918.8 million by 2030.
Snack Food Products
- Dry Sausage Products: The global dry sausage market was valued at approximately USD 5.41 billion in 2024, and North America is a significant market, leading with 35% of global production share. The United States consumed over 620,000 metric tons of dry sausage in 2024.
- Beef Jerky Products: The market size of Meat Jerky Production in the U.S. is USD 1.0 billion in 2025.
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Bridgford Foods (symbol: BRID) is expected to drive future revenue growth over the next 2-3 years through several key strategies:
- Strategic Price Increases: The company has consistently utilized higher selling prices to drive revenue growth, often offsetting declines in unit volumes. This approach is expected to continue contributing to top-line expansion across its product segments. Notably, the Snack Food Products segment has seen sales increases primarily due to higher pricing.
- Expansion in Private-Label Product Offerings: Bridgford Foods is strategically focusing on the growth of its private-label product lines. This initiative aims to capture additional market share by providing custom-branded solutions to retailers and foodservice customers.
- Growth in Retail Sales Volume for Frozen Food Products: The Frozen Food Products segment has demonstrated increased retail sales volume, with a notable 27% rise in Q2 2025 despite a decline in foodservice visits. This indicates a strong performance in the retail channel for its frozen offerings, which the company aims to sustain.
- Continued Focus on Product Innovation: As a core part of its long-term growth strategy, Bridgford Foods emphasizes product innovation. While specific new product launches were not detailed, ongoing innovation is anticipated to cater to evolving consumer preferences and market trends within the competitive bakery and snack foods industry.
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Share Repurchases
- Bridgford Foods Corporation did not repurchase any shares of its common stock during fiscal years 2025, 2024, and 2023.
- As of November 1, 2024, 120,113 shares remained authorized for repurchase under the company's stock repurchase program.
- The company completed a buyback program, originally announced in January 2000, having repurchased 1,863,527 shares for $17.76 million, with no repurchases made between July 12, 2025, and October 31, 2025.
Share Issuance
- Bridgford Foods Corporation did not sell or issue any equity securities during the fiscal year ended November 1, 2024.
- The number of shares outstanding for Bridgford Foods remained consistently at approximately 9 million from October 2020 through October 2025.
- As of January 29, 2025, there were 9,076,832 shares of common stock outstanding.
Capital Expenditures
- Bridgford Foods' capital expenditures were $6 million in fiscal year 2021, $4 million in fiscal year 2022, $3 million in fiscal year 2023, and $4 million in fiscal year 2024.
- For fiscal year 2025, capital expenditures are projected to be $9 million, and for fiscal year 2026, they are projected to be $10 million.
- The capital expenditures are primarily focused on funding long-term assets and infrastructure.
Latest Trefis Analyses
| Title | Date | |
|---|---|---|
| DASHBOARDS | ||
| Bridgford Foods Stock Drop Looks Sharp, But How Deep Can It Go? | 10/17/2025 |
| Title | |
|---|---|
| ARTICLES |
Trade Ideas
Select ideas related to BRID.
| Date | Ticker | Company | Category | Trade Strategy | 6M Fwd Rtn | 12M Fwd Rtn | 12M Max DD |
|---|---|---|---|---|---|---|---|
| 02272026 | BRBR | BellRing Brands | Dip Buy | DB | FCF Yield | Low D/EDip Buy with High Free Cash Flow YieldBuying dips for companies with significant free cash flow yield (FCF / Market Cap) and reasonable debt / market cap | 0.0% | 0.0% | 0.0% |
| 02132026 | STZ | Constellation Brands | 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 | 5.7% | 5.7% | 0.0% |
| 02132026 | KMB | Kimberly-Clark | 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 | 1.9% | 1.9% | -1.7% |
| 02062026 | AVO | Mission Produce | 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 | 1.1% | 1.1% | -2.7% |
| 01022026 | CALM | Cal-Maine Foods | 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 | 12.0% | 12.0% | -7.7% |
Research & Analysis
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Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 19.52 |
| Mkt Cap | 10.2 |
| Rev LTM | 11,690 |
| Op Inc LTM | 1,037 |
| FCF LTM | 727 |
| FCF 3Y Avg | 900 |
| CFO LTM | 1,077 |
| CFO 3Y Avg | 1,340 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 2.4% |
| Rev Chg 3Y Avg | -0.8% |
| Rev Chg Q | 3.2% |
| QoQ Delta Rev Chg LTM | 0.8% |
| Op Mgn LTM | 6.9% |
| Op Mgn 3Y Avg | 6.9% |
| QoQ Delta Op Mgn LTM | -0.4% |
| CFO/Rev LTM | 7.9% |
| CFO/Rev 3Y Avg | 8.5% |
| FCF/Rev LTM | 5.4% |
| FCF/Rev 3Y Avg | 6.0% |
Valuation
| Median | |
|---|---|
| Name | |
| Mkt Cap | 10.2 |
| P/S | 0.5 |
| P/EBIT | 12.5 |
| P/E | 15.2 |
| P/CFO | 7.6 |
| Total Yield | 8.2% |
| Dividend Yield | 5.7% |
| FCF Yield 3Y Avg | 6.0% |
| D/E | 0.5 |
| Net D/E | 0.5 |
Returns
| Median | |
|---|---|
| Name | |
| 1M Rtn | -11.8% |
| 3M Rtn | -6.5% |
| 6M Rtn | -9.2% |
| 12M Rtn | -29.2% |
| 3Y Rtn | -45.1% |
| 1M Excs Rtn | -9.4% |
| 3M Excs Rtn | -5.8% |
| 6M Excs Rtn | -13.3% |
| 12M Excs Rtn | -48.9% |
| 3Y Excs Rtn | -113.9% |
Segment Financials
Revenue by Segment| $ Mil | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| Snack Food Products | 165 | 194 | 210 | 199 | 157 |
| Frozen Food Products | 58 | 58 | 56 | 42 | 41 |
| Other | 0 | 0 | 0 | 0 | |
| Total | 224 | 252 | 266 | 240 | 198 |
| $ Mil | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| Frozen Food Products | 2 | -0 | 1 | 0 | 1 |
| Other | 0 | 0 | 58 | ||
| Snack Food Products | -8 | 5 | 6 | -8 | 4 |
| Total | -6 | 5 | 65 | -8 | 4 |
| $ Mil | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| Snack Food Products | 112 | 122 | 131 | 121 | 116 |
| Other | 28 | 30 | 29 | 23 | 28 |
| Frozen Food Products | 17 | 15 | 16 | 13 | 11 |
| Total | 157 | 167 | 176 | 157 | 155 |
Price Behavior
Price Behavior
| Market Price | $7.50 | |
| Market Cap ($ Bil) | 0.1 | |
| First Trading Date | 09/07/1984 | |
| Distance from 52W High | -27.6% | |
| 50 Days | 200 Days | |
| DMA Price | $7.73 | $7.93 |
| DMA Trend | indeterminate | down |
| Distance from DMA | -3.0% | -5.4% |
| 3M | 1YR | |
| Volatility | 40.1% | 38.0% |
| Downside Capture | -3.67 | 41.62 |
| Upside Capture | -66.26 | -3.06 |
| Correlation (SPY) | -3.9% | 7.3% |
BRID 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 | -1.09 | -0.72 | 0.03 | -0.14 | 0.16 | 0.16 |
| Up Beta | -2.30 | -1.36 | -1.18 | -0.71 | 0.19 | 0.29 |
| Down Beta | -3.38 | -1.16 | 0.52 | 0.45 | 0.15 | 0.17 |
| Up Capture | -71% | -41% | -11% | -20% | -4% | -1% |
| Bmk +ve Days | 9 | 20 | 31 | 70 | 142 | 431 |
| Stock +ve Days | 6 | 15 | 25 | 56 | 106 | 334 |
| Down Capture | 68% | -21% | 42% | -30% | 43% | 35% |
| Bmk -ve Days | 12 | 21 | 30 | 54 | 109 | 320 |
| Stock -ve Days | 12 | 18 | 28 | 54 | 123 | 352 |
[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 BRID | |
|---|---|---|---|---|
| BRID | -11.7% | 37.5% | -0.31 | - |
| Sector ETF (XLP) | 8.4% | 13.9% | 0.34 | 5.7% |
| Equity (SPY) | 19.6% | 18.9% | 0.81 | 8.5% |
| Gold (GLD) | 71.9% | 26.3% | 2.05 | -8.2% |
| Commodities (DBC) | 19.3% | 17.3% | 0.89 | -4.3% |
| Real Estate (VNQ) | 6.2% | 16.3% | 0.19 | 7.4% |
| Bitcoin (BTCUSD) | -15.0% | 44.2% | -0.24 | -3.4% |
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Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with BRID | |
|---|---|---|---|---|
| BRID | -12.4% | 48.6% | -0.15 | - |
| Sector ETF (XLP) | 8.1% | 13.1% | 0.40 | 7.9% |
| Equity (SPY) | 13.1% | 17.0% | 0.61 | 6.6% |
| Gold (GLD) | 24.1% | 17.3% | 1.14 | -0.9% |
| Commodities (DBC) | 11.2% | 19.0% | 0.47 | -2.7% |
| Real Estate (VNQ) | 4.8% | 18.8% | 0.16 | 3.7% |
| Bitcoin (BTCUSD) | 6.4% | 56.7% | 0.33 | 1.9% |
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Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with BRID | |
|---|---|---|---|---|
| BRID | -1.5% | 54.7% | 0.18 | - |
| Sector ETF (XLP) | 7.8% | 14.7% | 0.40 | 18.9% |
| Equity (SPY) | 14.5% | 17.9% | 0.70 | 18.4% |
| Gold (GLD) | 14.4% | 15.6% | 0.77 | 0.9% |
| Commodities (DBC) | 8.6% | 17.6% | 0.40 | 2.1% |
| Real Estate (VNQ) | 5.6% | 20.7% | 0.23 | 17.0% |
| Bitcoin (BTCUSD) | 67.5% | 66.8% | 1.07 | 3.8% |
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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 |
|---|---|---|
| 10/31/2025 | 01/28/2026 | 10-K |
| 07/31/2025 | 08/22/2025 | 10-Q |
| 04/30/2025 | 06/02/2025 | 10-Q |
| 01/31/2025 | 03/07/2025 | 10-Q |
| 10/31/2024 | 01/29/2025 | 10-K |
| 07/31/2024 | 08/23/2024 | 10-Q |
| 04/30/2024 | 05/31/2024 | 10-Q |
| 01/31/2024 | 03/08/2024 | 10-Q |
| 10/31/2023 | 01/29/2024 | 10-K |
| 06/30/2023 | 08/18/2023 | 10-Q |
| 04/30/2023 | 05/26/2023 | 10-Q |
| 01/31/2023 | 03/06/2023 | 10-Q |
| 10/31/2022 | 01/26/2023 | 10-K |
| 07/31/2022 | 08/26/2022 | 10-Q |
| 04/30/2022 | 06/06/2022 | 10-Q |
| 01/31/2022 | 03/04/2022 | 10-Q |
Insider Activity
Expand for More| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Bridgford, Allan Jr | Direct | Buy | 6132025 | 7.70 | 101 | 778 | 347,855 | Form | |
| 2 | Bridgford, Allan Jr | Direct | Buy | 6102025 | 7.70 | 75 | 578 | 347,078 | Form | |
| 3 | Bridgford, Richard Eugene | Direct | Buy | 6102025 | 7.90 | 50 | 395 | 22,910 | Form | |
| 4 | Bridgford, Baron | Direct | Buy | 4012025 | 8.15 | 100 | 815 | 29,340 | Form | |
| 5 | Bridgford, Richard Eugene | Direct | Buy | 4012025 | 8.02 | 50 | 401 | 22,857 | Form |
External Quote Links
| Y Finance | Barrons |
| TradingView | Morningstar |
| SeekingAlpha | ValueLine |
| Motley Fool | Robinhood |
| CNBC | Etrade |
| MarketWatch | Unusual Whales |
| YCharts | Perplexity Finance |
| FinViz |
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