Buda Juice (BUDA)
Market Price (9/12/2026): $7.78 | Market Cap: $97.8 MilSector: Consumer Staples | Industry: Soft Drinks & Non-alcoholic Beverages
Buda Juice (BUDA)
Market Price (9/12/2026): $7.78Market Cap: $97.8 MilSector: Consumer StaplesIndustry: Soft Drinks & Non-alcoholic Beverages
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
Cash is significant % of market capNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is -19% Attractive cash flow generationCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 16%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 11% Valuation becoming less expensiveP/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is -29% Megatrend and thematic driversMegatrends include Health & Wellness Trends, and Vegan & Alternative Foods. Themes include Organic & Natural Products, Functional Foods & Beverages, Show more. | Weak multi-year price returns2Y Excs Rtn is -46%, 3Y Excs Rtn is -76% | Expensive valuation multiplesP/SPrice/Sales ratio is 6.9x, P/EBITPrice/EBIT or Price/(Operating Income) ratio is 38x, P/CFOPrice/(Cash Flow from Operations). CFO is cash before capital expenditures. is 43x, P/EPrice/Earnings or Price/(Net Income) is 40x Key risksBUDA key risks include [1] a limited track record and scarcity of financial data as a recently public company and [2] significant execution risk tied to its ambitious plans to build new production plants and expand existing facilities. |
| Cash is significant % of market capNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is -19% |
| Attractive cash flow generationCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 16%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 11% |
| Valuation becoming less expensiveP/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is -29% |
| Megatrend and thematic driversMegatrends include Health & Wellness Trends, and Vegan & Alternative Foods. Themes include Organic & Natural Products, Functional Foods & Beverages, Show more. |
| Weak multi-year price returns2Y Excs Rtn is -46%, 3Y Excs Rtn is -76% |
| Expensive valuation multiplesP/SPrice/Sales ratio is 6.9x, P/EBITPrice/EBIT or Price/(Operating Income) ratio is 38x, P/CFOPrice/(Cash Flow from Operations). CFO is cash before capital expenditures. is 43x, P/EPrice/Earnings or Price/(Net Income) is 40x |
| Key risksBUDA key risks include [1] a limited track record and scarcity of financial data as a recently public company and [2] significant execution risk tied to its ambitious plans to build new production plants and expand existing facilities. |
Qualitative Assessment
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Buda Juice (BUDA) stock has lost about 15% since 5/31/2026 because of the following key factors:
1. Gross Margin Contraction and Profitability Decline: Buda Juice's fiscal Q2 2026 results, reported on August 13, 2026, revealed a significant 10.1 percentage point contraction in gross margin, falling to 36.6% from 46.7% in the prior year's comparable quarter. This led to a 59.8% decrease in net income, which dropped to $0.5 million ($0.04 diluted EPS) and missed analyst estimates by 20%. The decline in profitability was attributed to factors including temporary co-packing arrangements, elevated costs for raw materials like lime, increased freight expenses, and higher operating expenses associated with operating as a public company.
2. Negative Free Cash Flow: For fiscal Q2 2026, Buda Juice reported a negative free cash flow of $0.8 million, a notable $1.9 million year-over-year swing from positive free cash flow in the prior year's second quarter. This was primarily driven by a one-time increase in accounts receivable and approximately $0.4 million spent on upgrading the Dallas facility for dressings production.
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Buda Juice (BUDA) stock has lost about 15% since 5/31/2026 because of the following key factors:
1. Gross Margin Contraction and Profitability Decline: Buda Juice's fiscal Q2 2026 results, reported on August 13, 2026, revealed a significant 10.1 percentage point contraction in gross margin, falling to 36.6% from 46.7% in the prior year's comparable quarter. This led to a 59.8% decrease in net income, which dropped to $0.5 million ($0.04 diluted EPS) and missed analyst estimates by 20%. The decline in profitability was attributed to factors including temporary co-packing arrangements, elevated costs for raw materials like lime, increased freight expenses, and higher operating expenses associated with operating as a public company.
2. Negative Free Cash Flow: For fiscal Q2 2026, Buda Juice reported a negative free cash flow of $0.8 million, a notable $1.9 million year-over-year swing from positive free cash flow in the prior year's second quarter. This was primarily driven by a one-time increase in accounts receivable and approximately $0.4 million spent on upgrading the Dallas facility for dressings production.
3. Pre-existing Overvaluation Concerns: As of July 16, 2026, analysts already considered Buda Juice's stock significantly overvalued, trading at high multiples such as a trailing twelve-month (TTM) Enterprise Value to Sales ratio of 9.1x and a TTM Price-to-Free-Cash-Flow ratio of 46x. These multiples were deemed exceptionally high for the food and beverage industry and were not supported by the company's underlying fundamentals, which included a fragile business model lacking a competitive moat, decelerating growth, and compressing profit margins. The median analyst price target of $9.50 at that time implied a 10.5% downside from its then-current price of $10.61.
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Stock Movement Drivers
Fundamental Drivers
The -13.1% change in BUDA stock from 5/31/2026 to 9/11/2026 was primarily driven by a 0.0% change in the company's Shares Outstanding (Mil).| (LTM values as of) | 5312026 | 9112026 | Change |
|---|---|---|---|
| Stock Price ($) | 8.93 | 7.76 | -13.1% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | � | � | 0.0% |
| Net Income Margin (%) | � | � | 0.0% |
| P/E Multiple | � | � | 0.0% |
| Shares Outstanding (Mil) | 10 | 10 | 0.0% |
| Cumulative Contribution | 0.0% |
Market Drivers
5/31/2026 to 9/11/2026| Return | Correlation | |
|---|---|---|
| BUDA | -13.1% | |
| Market (SPY) | 1.0% | 1.6% |
| Sector (XLP) | 0.6% | -0.5% |
Fundamental Drivers
The -6.5% change in BUDA stock from 2/28/2026 to 9/11/2026 was primarily driven by a 0.0% change in the company's Shares Outstanding (Mil).| (LTM values as of) | 2282026 | 9112026 | Change |
|---|---|---|---|
| Stock Price ($) | 8.30 | 7.76 | -6.5% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | � | � | 0.0% |
| Net Income Margin (%) | � | � | 0.0% |
| P/E Multiple | � | � | 0.0% |
| Shares Outstanding (Mil) | 10 | 10 | 0.0% |
| Cumulative Contribution | 0.0% |
Market Drivers
2/28/2026 to 9/11/2026| Return | Correlation | |
|---|---|---|
| BUDA | -6.5% | |
| Market (SPY) | 11.7% | -3.9% |
| Sector (XLP) | -6.8% | 0.1% |
Fundamental Drivers
nullnull
Market Drivers
8/31/2025 to 9/11/2026| Return | Correlation | |
|---|---|---|
| BUDA | ||
| Market (SPY) | 19.5% | -4.6% |
| Sector (XLP) | 5.4% | 1.4% |
Fundamental Drivers
nullnull
Market Drivers
8/31/2023 to 9/11/2026| Return | Correlation | |
|---|---|---|
| BUDA | ||
| Market (SPY) | 75.7% | -4.6% |
| Sector (XLP) | 23.5% | 1.4% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| BUDA Return | - | - | - | - | - | -3% | -3% |
| Peers Return | 7% | 9% | 17% | 7% | 19% | 10% | 92% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 11% | 102% |
Monthly Win Rates [3] | |||||||
| BUDA Win Rate | - | - | - | - | - | 33% | |
| Peers Win Rate | 43% | 52% | 57% | 52% | 58% | 60% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 44% | |
Max Drawdowns [4] | |||||||
| BUDA Max Drawdown | - | - | - | - | - | - | |
| Peers Max Drawdown | -13% | -23% | -21% | -20% | -20% | -20% | |
| S&P 500 Max Drawdown | -5% | -25% | -10% | -8% | -19% | -9% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: KO, COCO, PEP, MNST, KDP.
[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 9/11/2026 (YTD)
How Low Can It Go
BUDA has limited trading history. Below is the Consumer Staples sector ETF (XLP) in its place.
| Event | XLP | S&P 500 |
|---|---|---|
| Summer-Fall 2023 Five Percent Yield Shock | ||
| % Loss | -12.2% | -9.5% |
| % Gain to Breakeven | 13.8% | 10.5% |
| Time to Breakeven | 146 days | 24 days |
| 2022 Inflation Shock & Fed Tightening | ||
| % Loss | -12.1% | -24.5% |
| % Gain to Breakeven | 13.8% | 32.4% |
| Time to Breakeven | 46 days | 427 days |
| 2020 COVID-19 Crash | ||
| % Loss | -24.2% | -33.7% |
| % Gain to Breakeven | 31.9% | 50.9% |
| Time to Breakeven | 140 days | 140 days |
| 2011 US Debt Ceiling Crisis & European Contagion | ||
| % Loss | -10.7% | -17.9% |
| % Gain to Breakeven | 12.0% | 21.8% |
| Time to Breakeven | 78 days | 123 days |
| 2008-2009 Global Financial Crisis | ||
| % Loss | -31.8% | -53.4% |
| % Gain to Breakeven | 46.7% | 114.4% |
| Time to Breakeven | 371 days | 1085 days |
In The Past
State Street Consumer Staples Select Sector SPDR ETF's stock fell -5.9% during the 2025 US Tariff Shock. Such a loss loss requires a 6.2% gain to breakeven.
Preserve Wealth
Limiting losses and compounding gains is essential to preserving wealth.
Asset Allocation
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BUDA has limited trading history. Below is the Consumer Staples sector ETF (XLP) in its place.
| Event | XLP | S&P 500 |
|---|---|---|
| 2020 COVID-19 Crash | ||
| % Loss | -24.2% | -33.7% |
| % Gain to Breakeven | 31.9% | 50.9% |
| Time to Breakeven | 140 days | 140 days |
| 2008-2009 Global Financial Crisis | ||
| % Loss | -31.8% | -53.4% |
| % Gain to Breakeven | 46.7% | 114.4% |
| Time to Breakeven | 371 days | 1085 days |
In The Past
State Street Consumer Staples Select Sector SPDR ETF's stock fell -5.9% during the 2025 US Tariff Shock. Such a loss loss requires a 6.2% gain to breakeven.
Preserve Wealth
Limiting losses and compounding gains is essential to preserving wealth.
Asset Allocation
Actively managed asset allocation strategies protect wealth. Learn more.
About Buda Juice (BUDA)
Buda Juice (BUDA) is a pioneering company in the UltraFresh™ juice category, specializing in delivering always cold, freshly crafted juices, lemonades, and wellness shots to grocery retailers, primarily in Texas with plans for broader U.S. expansion. The company's core innovation is its end-to-end cold chain platform, which maintains continuous 35°F temperature control from fruit to shelf. This system enables retailers to offer truly fresh and safe products with an extended 8-12 day shelf life without requiring their own infrastructure investment or operational complexity, effectively solving the industry's challenge of scaling UltraFresh™ quality.
The company's product portfolio is diverse and leverages its proprietary cold chain process. It includes premium organic Buda Juice wellness shots, a value-forward non-organic Buda Fresh line offering various citrus juices (lemon, lime, orange, grapefruit) and citrus-based lemonades/limeades, and robust private label manufacturing capabilities for both organic and non-organic fresh citrus products. By strategically focusing on citrus as its foundational ingredient, Buda Juice ensures product development flexibility and speed-to-market advantages across its offerings.
Buda Juice serves grocery retailers who wish to provide high-quality, fresh beverages to their customers, bridging the gap between shelf-stable options and labor-intensive in-store juicing. The company targets multiple market segments, from premium organic consumers with its wellness shots to a broader market with its conventional fresh citrus juices, lemonades, and private label offerings. Buda Juice has demonstrated strong financial growth, with revenue increasing from $5.6 million in 2022 to $11.2 million in 2024, and is executing a disciplined geographic expansion strategy with planned facilities in South Carolina (2026) and Arizona/Nevada (2027).
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Here are 1-2 brief analogies for Buda Juice:
- The Chobani of UltraFresh™ juice, enabled by a proprietary cold chain for grocery stores.
- Beyond Meat for fresh juice: creating a new, UltraFresh™ category of beverages for grocery retailers.
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- Buda Juice (Organic): Premium organic wellness shots available in multipack glass bottles.
- Buda Fresh: A value-forward line of non-organic fresh citrus juices, lemonades, and limeades.
- Private Label Products: Custom-branded fresh citrus juices, lemonades, and limeades produced for other retailers.
AI Analysis | Feedback
Buda Juice (BUDA) primarily sells its products to other companies, specifically grocery retailers. The provided background information states that Buda Juice "delivers always cold, freshly crafted juice, lemonades and wellness shots to grocery retailers in Texas." While the company serves "multiple brand lines and retail customers," specific names of these grocery retailer customers are not disclosed in the provided text.
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Horatio Lonsdale-Hands, Co-Founder, Chairman & Chief Executive Officer
Horatio Lonsdale-Hands co-founded Buda Juice in 2014, bringing a unique approach to health and juicing. Prior to Buda Juice, he co-founded Advance Global Communications (AGC) in 2001, where he served as President and grew it into one of the largest international carriers, dominating the Mexican traffic market for 12 years. In 1989, he co-founded and served as Chairman and CEO of ZuZu, Inc., transforming it into a major player in the restaurant industry with over 100 locations and pioneering the "Fast Casual" concept in Mexican food. Earlier in his career, he co-founded Nipper's Champagne Clubs in 1982 and worked as a Deal Maker at Bear Stearns & Drexel Burnham Lambert.
Clint Lee Bowers, Chief Financial Officer
Clint Lee Bowers serves as the Chief Financial Officer of Buda Juice. No further specific background information regarding previous company management, sales, or private equity involvement is publicly available from the provided search results.
Bryan Clements Herr, Executive Chairman
Bryan Clements Herr serves as the Executive Chairman of the Board. As Executive Chairman, he has previously founded, scaled, and successfully exited companies in the "fresh" category, achieving distribution in leading national chains.
Bernard Lucien Nussbaumer, Co-Founder & Director
Bernard Lucien Nussbaumer co-founded Buda Juice in 2013. He also serves as a Director for the company. He is described as an avid yogi, photographer, and film producer.
Karen Dale Lonsdale-Hands, Vice President of Marketing
Karen Dale Lonsdale-Hands holds the position of Vice President of Marketing at Buda Juice, Inc. She reported an initial beneficial ownership of restricted common stock in February 2026.
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Key Risks to Buda Juice
- Reliance on Maintaining a Continuous Cold Chain and Managing Short Shelf Life: Buda Juice's entire "UltraFresh™" business model is predicated on an end-to-end cold chain platform that maintains continuous 35°F temperature control and delivers products with a relatively short 8-12 day shelf life. Any disruption, failure, or inefficiency in this cold chain across production, storage, or distribution could lead to product spoilage, significant waste, potential food safety issues, costly recalls, and severe damage to the company's reputation and brand integrity. The inherent short shelf life also necessitates highly efficient inventory management and rapid distribution to minimize losses.
- Dependence on Citrus Supply and Price Volatility: The company explicitly states that citrus is its "foundational ingredient" for its product portfolio, including juices, lemonades, and private label offerings. This heavy reliance exposes Buda Juice to substantial risks related to the availability, quality, and pricing of citrus fruits. Factors such as adverse weather conditions, crop diseases (e.g., citrus greening), pests, or geopolitical events in key growing regions could lead to supply shortages or significant price increases, directly impacting production costs, margins, and the ability to meet customer demand.
- Execution Risk of Geographic Expansion: Buda Juice is pursuing an aggressive geographic expansion strategy, with plans to establish new facilities in South Carolina by 2026 and Arizona/Nevada by 2027. While this expansion is aimed at serving a larger percentage of the U.S. population, it introduces considerable execution risks. These include the challenges associated with significant capital expenditure, constructing and commissioning new operational facilities, establishing new distribution networks, scaling production while maintaining quality standards, navigating new regulatory environments, and successfully penetrating new competitive markets. Failure to execute these expansions efficiently and effectively could strain financial resources, dilute focus, and negatively impact profitability and growth targets.
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The emerging threat to Buda Juice is the potential widespread adoption by grocery retailers of advanced, automated, and low-maintenance in-store juicing machines. Buda Juice’s core value proposition is bridging the gap between shelf-stable products and operationally challenging in-store juicing by delivering UltraFresh™ juice with an 8-12 day shelf life, enabling retailers to offer fresh juice without infrastructure investment or operational complexity. Should new technologies mature that allow retailers to easily install automated systems capable of producing truly on-demand, minutes-old fresh juice directly in their stores with minimal labor and operational overhead, it would directly undercut Buda Juice’s offering. Such a development would provide a superior level of freshness and potentially customization directly to the consumer, making Buda Juice’s delivered 8-12 day "UltraFresh™" product comparatively less appealing and potentially rendering their specialized cold chain platform redundant for retailers aiming for the absolute freshest option.
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The addressable markets for Buda Juice's main products and services in the U.S. are substantial, encompassing fresh/cold-pressed juices, lemonades, and wellness shots.
Fresh and Cold-Pressed Juice Market
The U.S. cold-pressed juice market was estimated at USD 248.3 million in 2025 and is projected to reach USD 422.8 million by 2032, demonstrating a compound annual growth rate (CAGR) of 7.9% from 2025 to 2032. Another estimate places the U.S. cold-pressed juices market size to increase by USD 185.1 million at a CAGR of 6.8% between 2024 and 2029. The North America cold-pressed juices market was valued at USD 310.05 million in 2025. The broader North America fruit juice market, which includes fresh and cold-pressed options, was valued at USD 43.98 billion in 2025 and is predicted to grow to USD 64.30 billion by 2034, with a CAGR of 4.31% from 2026 to 2034. Additionally, the 100% juice market in North America held over 36.97% of the global market revenue share, with the global 100% juice market estimated at USD 29.99 billion in 2023 and projected to reach USD 50.49 billion by 2030.
Lemonade Market
The U.S. lemonade market size was estimated at USD 1610.0 million (USD 1.61 billion) in 2024. This market is projected to grow to USD 3148.0 million (USD 3.148 billion) by 2035, exhibiting a CAGR of 6.2% during the forecast period from 2025 to 2035. North America accounted for approximately 33.8% of the global lemonade market share in 2024.
Wellness Shots Market
The U.S. functional shots market, which includes wellness shots, was estimated at USD 243.0 million in 2024. It is projected to reach USD 855.7 million by 2033, growing at a CAGR of 15.2% from 2025 to 2033. North America is a dominant region in the wellness shots market, holding approximately 38.5% of the global market share in 2024, translating to a market value of around USD 624.7 million. Another report indicates North America holding a 35.0% market share of the global functional shots market in 2024, which was valued at USD 645.31 million.
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Expected Drivers of Future Revenue Growth for Buda Juice (BUDA)
Buda Juice (BUDA) is poised for future revenue growth over the next 2-3 years, driven by several strategic initiatives:
- Geographic Expansion: The company plans significant expansion beyond its current Texas operations, with new facilities scheduled for South Carolina in 2026 and Arizona/Nevada in 2027. This expansion will enable Buda Juice to serve a larger percentage of the U.S. population and access new retail markets.
- Expansion of Retailer Partnerships: Buda Juice's end-to-end cold chain platform allows grocery retailers to offer UltraFresh™ juice without significant infrastructure investment or operational complexity. This value proposition is expected to drive growth in the number of retail customers partnering with Buda Juice across existing and new markets.
- Increased Sales Volume from Existing Product Portfolio: The company's diverse product portfolio, including Buda Juice (Organic) wellness shots, Buda Fresh – Value-Forward Offering (Non-Organic) citrus juices and lemonades, is expected to see increased sales volume. This growth will come from deeper penetration within existing retail partners and the onboarding of new customers.
- Growth in Private Label Offerings: Buda Juice explicitly leverages its private label manufacturing capabilities to achieve broader market access and volume scale. Expanding its private label product lines and securing new private label partnerships will be a significant contributor to future revenue.
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Capital Expenditures
- The company is executing a disciplined geographic expansion strategy with planned facilities in South Carolina (2026) and Arizona/Nevada (2027).
Peer Outperformance in Soft Drinks & Non-alcoholic Beverages
null| Industry | Names | 1Y med | 3Y med | 5Y med | Top 3 by 5Y |
|---|---|---|---|---|---|
| Food Distributors | 8 | 6.2% | 48.8% | 68.3% | CHEF 303% · USFD 195% · ANDE 162% |
| Consumer Staples Merchandise Retail | 12 | 9.0% | 38.9% | 49.6% | NGVC 212% · VLGEA 140% · WMT 135% |
| Tobacco | 6 | -36.2% | 16.0% | 40.3% | PM 133% · MO 101% · TPB 56% |
| Food Retail | 6 | -11.0% | 60.1% | 37.3% | CASY 232% · SFM 214% · KR 53% |
| Soft Drinks & Non-alcoholic Beverages ← | 12 | -7.2% | -14.8% | 2.9% | COKE 417% · BRFH 202% · CCHGY 124% |
| Brewers | 3 | -17.2% | -32.3% | 0.8% | BUD 46% · TAP 1% · SAM -68% |
| Agricultural Products & Services | 11 | 10.6% | -1.2% | -9.1% | BG 84% · ADM 67% · INGR 34% |
| Household Products | 19 | -1.2% | -8.2% | -22.4% | IPAR 78% · ACU 66% · CL 27% |
| Personal Care Products | 4 | -5.7% | -27.6% | -26.3% | ELF 220% · PG 15% · COTY -67% |
| Packaged Foods & Meats | 47 | -24.9% | -31.2% | -40.7% | MAMA 439% · LWAY 375% · SENEA 292% |
| Distillers & Vintners | 5 | -45.3% | -59.7% | -75.6% | STZ -37% · BF-B -59% · MGPI -76% |
| Drug Retail | 3 | -41.7% | -85.0% | -93.4% | HITI -67% · PETS -93% · SCNX -99% |
Research & Analysis
Invest in Strategies
Wealth Management
Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 47.70 |
| Mkt Cap | 63.8 |
| Rev LTM | 14,654 |
| Op Inc LTM | 3,013 |
| FCF LTM | 2,023 |
| FCF 3Y Avg | 1,803 |
| CFO LTM | 2,383 |
| CFO 3Y Avg | 2,088 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 20.4% |
| Rev Chg 3Y Avg | 11.5% |
| Rev Chg Q | 23.3% |
| QoQ Delta Rev Chg LTM | 6.0% |
| Op Inc Chg LTM | 17.0% |
| Op Inc Chg 3Y Avg | 8.4% |
| Op Mgn LTM | 18.6% |
| Op Mgn 3Y Avg | 20.4% |
| QoQ Delta Op Mgn LTM | -0.0% |
| CFO/Rev LTM | 17.3% |
| CFO/Rev 3Y Avg | 15.1% |
| FCF/Rev LTM | 14.2% |
| FCF/Rev 3Y Avg | 14.6% |
Price Behavior
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | -0.57 | -0.79 | 0.12 | -0.21 | 0.42 | -0.16 |
| Up Beta | 1.85 | 0.60 | 0.10 | 0.17 | -0.42 | -0.15 |
| Down Beta | -4.40 | -0.16 | 1.22 | 0.59 | -0.80 | -0.07 |
| Up Capture | -56% | -136% | -38% | -36% | -15% | -1% |
| Bmk +ve Days | 10 | 21 | 32 | 68 | 138 | 427 |
| Stock +ve Days | 10 | 18 | 30 | 57 | 69 | 69 |
| Down Capture | -368% | -188% | -25% | -103% | -67% | -37% |
| Bmk -ve Days | 11 | 21 | 32 | 59 | 113 | 324 |
| Stock -ve Days | 10 | 23 | 33 | 64 | 84 | 84 |
[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 BUDA | |
|---|---|---|---|---|
| BUDA | -4.4% | 73.3% | 0.20 | - |
| Sector ETF (XLP) | 6.5% | 14.4% | 0.21 | 1.4% |
| Equity (SPY) | 18.3% | 12.8% | 1.03 | -4.6% |
| Gold (GLD) | 19.0% | 29.2% | 0.59 | 3.0% |
| Commodities (DBC) | 50.4% | 20.6% | 1.88 | 2.7% |
| Real Estate (VNQ) | 7.6% | 13.6% | 0.29 | -6.2% |
| Bitcoin (BTCUSD) | -32.6% | 43.8% | -0.78 | 6.8% |
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Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with BUDA | |
|---|---|---|---|---|
| BUDA | -0.9% | 73.3% | 0.20 | - |
| Sector ETF (XLP) | 5.3% | 13.7% | 0.17 | 1.4% |
| Equity (SPY) | 12.5% | 17.2% | 0.55 | -4.6% |
| Gold (GLD) | 18.7% | 18.8% | 0.81 | 3.0% |
| Commodities (DBC) | 11.7% | 19.5% | 0.47 | 2.7% |
| Real Estate (VNQ) | 0.7% | 18.9% | -0.07 | -6.2% |
| Bitcoin (BTCUSD) | 9.3% | 52.6% | 0.36 | 6.8% |
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Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with BUDA | |
|---|---|---|---|---|
| BUDA | -0.5% | 73.3% | 0.20 | - |
| Sector ETF (XLP) | 7.1% | 14.9% | 0.35 | 1.4% |
| Equity (SPY) | 15.2% | 17.9% | 0.72 | -4.6% |
| Gold (GLD) | 12.3% | 16.3% | 0.62 | 3.0% |
| Commodities (DBC) | 8.9% | 18.1% | 0.40 | 2.7% |
| Real Estate (VNQ) | 4.7% | 20.7% | 0.19 | -6.2% |
| Bitcoin (BTCUSD) | 63.2% | 66.2% | 1.03 | 6.8% |
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Earnings Returns History
Updated 6/3/2026| 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 | |||
| 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 | |||
Industry Resources
| Consumer Staples Resources |
| FoodNavigator |
| Consumer Goods Technology (CGT) |
| Beverage Digest |
| Soft Drinks & Non-alcoholic Beverages Resources |
| Beverage Daily |
| BevNET |
| Beverage Industry |
External Quote Links
| Y Finance | Barrons |
| TradingView | Morningstar |
| SeekingAlpha | ValueLine |
| Motley Fool | Robinhood |
| CNBC | Etrade |
| MarketWatch | Unusual Whales |
| YCharts | Perplexity Finance |
| FinViz |
Prefer one of these to Trefis? Tell us why.