BlueLinx (BXC)
Market Price (12/26/2025): $62.53 | Market Cap: $493.2 MilSector: Industrials | Industry: Trading Companies & Distributors
BlueLinx (BXC)
Market Price (12/26/2025): $62.53Market Cap: $493.2 MilSector: IndustrialsIndustry: Trading Companies & Distributors
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
| Low stock price volatilityVol 12M is 48% | Weak multi-year price returns2Y Excs Rtn is -91%, 3Y Excs Rtn is -91% | Weak revenue growthRev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -13% |
| Megatrend and thematic driversMegatrends include Sustainable Resource Management, Sustainable & Green Buildings, and Housing & Construction Trends. Themes include Green Building Materials, Show more. | Key risksBXC key risks include [1] significant earnings volatility and margin compression and [2] elevated debt and credit risk, Show more. |
| Low stock price volatilityVol 12M is 48% |
| Megatrend and thematic driversMegatrends include Sustainable Resource Management, Sustainable & Green Buildings, and Housing & Construction Trends. Themes include Green Building Materials, Show more. |
| Weak multi-year price returns2Y Excs Rtn is -91%, 3Y Excs Rtn is -91% |
| Weak revenue growthRev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -13% |
| Key risksBXC key risks include [1] significant earnings volatility and margin compression and [2] elevated debt and credit risk, Show more. |
Why The Stock Moved
Qualitative Assessment
AI Analysis | Feedback
BlueLinx (BXC) experienced a stock decline of 24.4% between August 31, 2025, and December 26, 2025, primarily due to several key factors.1. BlueLinx Missed Q3 2025 Earnings and Revenue Forecasts.
On November 4-5, 2025, BlueLinx announced its third-quarter earnings for 2025, reporting an earnings per share (EPS) of $0.45, which was below the expected $0.51, and revenue of $749 million, slightly missing the forecast of $757.15 million. This financial underperformance led to investor concerns and an initial stock decline of 2.77% following the announcement.
2. Gross Margin Contraction and Pricing Pressure.
The company's gross margin declined to 14.4% in Q3 2025 from 16.8% in Q3 2024, a 240-basis-point drop. This compression was largely attributed to a $2.2 million import-duty expense and significant pricing pressure, particularly in its structural-product segment, which saw both volume and price declines. Even the higher-margin specialty products segment experienced margin contraction to 16.6% from 19.4% in the prior year.
Show more
Stock Movement Drivers
Fundamental Drivers
The -14.4% change in BXC stock from 9/25/2025 to 12/25/2025 was primarily driven by a -50.6% change in the company's Net Income Margin (%).| 9252025 | 12252025 | Change | |
|---|---|---|---|
| Stock Price ($) | 72.94 | 62.46 | -14.37% |
| Change Contribution By | LTM | LTM | |
| Total Revenues ($ Mil) | 2947.26 | 2948.84 | 0.05% |
| Net Income Margin (%) | 0.96% | 0.48% | -50.59% |
| P/E Multiple | 20.38 | 35.09 | 72.18% |
| Shares Outstanding (Mil) | 7.94 | 7.89 | 0.60% |
| Cumulative Contribution | -14.37% |
Market Drivers
9/25/2025 to 12/25/2025| Return | Correlation | |
|---|---|---|
| BXC | -14.4% | |
| Market (SPY) | 4.9% | 43.2% |
| Sector (XLI) | 4.2% | 51.8% |
Fundamental Drivers
The -15.5% change in BXC stock from 6/26/2025 to 12/25/2025 was primarily driven by a -63.6% change in the company's Net Income Margin (%).| 6262025 | 12252025 | Change | |
|---|---|---|---|
| Stock Price ($) | 73.89 | 62.46 | -15.47% |
| Change Contribution By | LTM | LTM | |
| Total Revenues ($ Mil) | 2935.51 | 2948.84 | 0.45% |
| Net Income Margin (%) | 1.31% | 0.48% | -63.63% |
| P/E Multiple | 15.88 | 35.09 | 121.01% |
| Shares Outstanding (Mil) | 8.26 | 7.89 | 4.46% |
| Cumulative Contribution | -15.64% |
Market Drivers
6/26/2025 to 12/25/2025| Return | Correlation | |
|---|---|---|
| BXC | -15.5% | |
| Market (SPY) | 13.1% | 36.5% |
| Sector (XLI) | 8.8% | 50.4% |
Fundamental Drivers
The -41.8% change in BXC stock from 12/25/2024 to 12/25/2025 was primarily driven by a -52.7% change in the company's Net Income Margin (%).| 12252024 | 12252025 | Change | |
|---|---|---|---|
| Stock Price ($) | 107.26 | 62.46 | -41.77% |
| Change Contribution By | LTM | LTM | |
| Total Revenues ($ Mil) | 2954.42 | 2948.84 | -0.19% |
| Net Income Margin (%) | 1.01% | 0.48% | -52.66% |
| P/E Multiple | 30.66 | 35.09 | 14.42% |
| Shares Outstanding (Mil) | 8.50 | 7.89 | 7.16% |
| Cumulative Contribution | -42.07% |
Market Drivers
12/25/2024 to 12/25/2025| Return | Correlation | |
|---|---|---|
| BXC | -41.8% | |
| Market (SPY) | 15.8% | 45.9% |
| Sector (XLI) | 18.6% | 52.8% |
Fundamental Drivers
The -13.2% change in BXC stock from 12/26/2022 to 12/25/2025 was primarily driven by a -93.6% change in the company's Net Income Margin (%).| 12262022 | 12252025 | Change | |
|---|---|---|---|
| Stock Price ($) | 72.00 | 62.46 | -13.25% |
| Change Contribution By | LTM | LTM | |
| Total Revenues ($ Mil) | 4575.40 | 2948.84 | -35.55% |
| Net Income Margin (%) | 7.38% | 0.48% | -93.55% |
| P/E Multiple | 1.97 | 35.09 | 1683.49% |
| Shares Outstanding (Mil) | 9.23 | 7.89 | 14.54% |
| Cumulative Contribution | -15.08% |
Market Drivers
12/26/2023 to 12/25/2025| Return | Correlation | |
|---|---|---|
| BXC | -45.9% | |
| Market (SPY) | 48.3% | 46.3% |
| Sector (XLI) | 41.7% | 56.5% |
Price Returns Compared
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| BXC Return | 105% | 227% | -26% | 59% | -10% | -40% | 331% |
| Peers Return | 15% | 66% | -3% | 31% | 26% | 8% | 228% |
| S&P 500 Return | 16% | 27% | -19% | 24% | 23% | 18% | 115% |
Monthly Win Rates [3] | |||||||
| BXC Win Rate | 83% | 50% | 42% | 58% | 58% | 33% | |
| Peers Win Rate | 58% | 72% | 45% | 57% | 50% | 55% | |
| S&P 500 Win Rate | 58% | 75% | 42% | 67% | 75% | 73% | |
Max Drawdowns [4] | |||||||
| BXC Max Drawdown | -74% | -4% | -40% | -12% | -22% | -48% | |
| Peers Max Drawdown | -48% | -3% | -31% | -13% | -17% | -18% | |
| S&P 500 Max Drawdown | -31% | -1% | -25% | -1% | -2% | -15% | |
[1] Cumulative total returns since the beginning of 2020
[2] Peers: DXPE, TRNS, TITN, URI, FAST. See BXC Returns vs. Peers.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2025 data is for the year up to 12/24/2025 (YTD)
How Low Can It Go
| Event | BXC | S&P 500 |
|---|---|---|
| 2022 Inflation Shock | ||
| % Loss | -44.8% | -25.4% |
| % Gain to Breakeven | 81.3% | 34.1% |
| Time to Breakeven | 112 days | 464 days |
| 2020 Covid Pandemic | ||
| % Loss | -80.8% | -33.9% |
| % Gain to Breakeven | 421.4% | 51.3% |
| Time to Breakeven | 136 days | 148 days |
| 2018 Correction | ||
| % Loss | -78.9% | -19.8% |
| % Gain to Breakeven | 373.8% | 24.7% |
| Time to Breakeven | 445 days | 120 days |
| 2008 Global Financial Crisis | ||
| % Loss | -91.4% | -56.8% |
| % Gain to Breakeven | 1063.8% | 131.3% |
| Time to Breakeven | 5,475 days | 1,480 days |
Compare to DXPE, TRNS, TITN, URI, FAST
In The Past
BlueLinx's stock fell -44.8% during the 2022 Inflation Shock from a high on 5/10/2021. A -44.8% loss requires a 81.3% gain to breakeven.
Preserve Wealth
Limiting losses and compounding gains is essential to preserving wealth over time.
Asset Allocation
Actively managed asset allocation strategies protect wealth. Learn more.
BlueLinx Holdings Inc., together with its subsidiaries, distributes residential and commercial building products in the United States. The company distributes specialty products comprising engineered wood, industrial products, cedar, moulding, siding, metal, and insulation products; and structural products include lumber, plywood, oriented strand boards, rebars and remesh, spruce, and other wood products primarily that are used for structural support in construction projects. It also provides various value-added services and solutions to customers and suppliers. The company serves dealers, specialty distributors, national home centers, and manufactured housing customers through a network of distribution centers. BlueLinx Holdings Inc. was incorporated in 2004 and is headquartered in Marietta, Georgia.
AI Analysis | Feedback
Here are 1-3 brief analogies for BlueLinx (BXC):
- Grainger for building materials.
- The wholesale Home Depot for professional builders.
- The B2B Costco for construction supplies.
AI Analysis | Feedback
- Engineered Wood Products: Advanced wood materials like I-joists, LVL, and glulam beams used for structural framing.
- Structural Panels: Plywood, Oriented Strand Board (OSB), and other panel products essential for sheathing, subflooring, and roofing.
- Specialty Building Products: A diverse category including siding, decking, insulation, roofing, and other value-added materials for residential and commercial projects.
- Lumber and Commodity Wood Products: Standardized dimensional lumber, boards, and other high-volume wood products.
- Millwork Products: Finished interior and exterior wood products such as doors, windows, mouldings, and trim.
- Industrial Products: Various materials and components supplied to manufacturers and other industrial customers for specific applications.
AI Analysis | Feedback
BlueLinx (BXC) primarily sells to other businesses (B2B) rather than directly to individuals. As a leading distributor of building products, its customer base is highly diversified across a broad range of product lines, geographies, and customer types. Consequently, BlueLinx's SEC filings indicate that no single customer accounted for 10% or more of its net sales in recent fiscal years.
Therefore, while there are no individually named "major customers" that represent a significant concentration of revenue, BlueLinx serves a diverse array of business customers, which include:
- Building material dealers and lumberyards (national, regional, and local)
- Home centers
- Manufacturers of factory-built homes (manufactured housing companies)
- Industrial customers
AI Analysis | Feedback
null
AI Analysis | Feedback
Shyam Reddy, President & CEO
Shyam Reddy has served as President and Chief Executive Officer of BlueLinx since March 2023. Prior to his current role, he held several leadership positions within BlueLinx, including Senior Vice President, Chief Legal and Sustainability Officer and Corporate Secretary. Before joining BlueLinx, he was the Senior Vice President, Chief Administrative Officer, General Counsel, and Corporate Secretary of Euramax International, Inc. He also served as the Regional Administrator of the Southeast Sunbelt Region of the U.S. General Services Administration, a presidential appointment, and practiced corporate law as a partner at Kilpatrick, Townsend & Stockton LLP.
Christopher Kelly Wall, Senior Vice President, Chief Financial Officer and Treasurer
Christopher Kelly Wall was appointed Senior Vice President, Chief Financial Officer and Treasurer of BlueLinx, effective May 19, 2025. With over 30 years of experience in finance, capital markets, and strategic transactions, he previously served as Executive Vice President and Chief Financial Officer of The Aaron's Company, Inc. In that role, he guided the company through a public spin-off, a strategic acquisition, and a successful take-private transaction in 2024. He also held senior financial leadership roles at CNG Holdings and TMX Finance, and spent 17 years at Bank of America Merrill Lynch, where he became a Managing Director and led over 200 capital markets and leveraged finance transactions.
Mike Wilson, Chief Commercial Officer
Mike Wilson has served as BlueLinx's Chief Commercial Officer since April 2024, focusing on driving profitable sales growth. He has over 30 years of experience in the building products industry, having held various roles at BlueLinx including Chief Product Management Officer, Senior Vice President of Product Management, Vice President of Specialty Products, and Vice President of Sales. Prior to BlueLinx, his career at Cedar Creek began in 1997, where he progressed from an Industrial Salesman to General Manager, Regional Manager, and Vice President of Sales.
Keisha Duck, Chief Human Resources Officer
Keisha Duck serves as the Chief Human Resources Officer for BlueLinx.
Sean Dwyer, Chief Strategy & Corporate Development Officer
Sean Dwyer holds the position of Chief Strategy & Corporate Development Officer at BlueLinx.
AI Analysis | Feedback
The key risks to BlueLinx's business (BXC) are primarily driven by its exposure to cyclical markets and the resulting impact on its financial performance.
- Housing Market and Economic Cyclicality: BlueLinx's business is highly susceptible to fluctuations in the new residential construction market and broader economic conditions. Weakness in the housing market or an economic downturn can have a material adverse effect on the company's business, financial condition, and operating results. Unfavorable housing market conditions can also lead to financial failures among its customers, to whom BlueLinx extends credit.
- Earnings Volatility and Margin Compression: The company has experienced significant earnings volatility and margin compression. For example, Q1 2025 EPS saw a substantial drop compared to the previous year, and projected Q2 2025 EPS also indicated a decline. While gross margins in certain product categories are strong, volume declines and price deflation can erode overall profitability.
- Debt Levels and Credit Risk: BlueLinx carries debt, and there are concerns regarding its ability to maintain healthy credit measures, particularly if demand conditions remain subdued for a prolonged period. S&P Global Ratings revised its outlook to negative, citing expectations that BlueLinx's adjusted leverage could remain elevated, which could cause downside risks to its credit quality if demand weakens more severely than anticipated.
AI Analysis | Feedback
nullAI Analysis | Feedback
BlueLinx (symbol: BXC) operates as a wholesale distributor of residential and commercial building products across the United States. Its main products and services are categorized into Structural Products and Specialty Products, encompassing a wide range of building materials such as lumber, panels (plywood, oriented strand board), engineered wood, siding, millwork, roofing, insulation, outdoor living products, and industrial products.
The addressable markets for BlueLinx's main products and services are significant within the U.S. and North America:
- Lumber Wholesaling: The U.S. market size for lumber wholesaling was valued at $148.9 billion in 2024 and is projected to reach $150.7 billion in 2025. This market experienced a decline at a compound annual growth rate (CAGR) of 1.1% between 2020 and 2025.
- Engineered Wood Products: The global engineered wood market size was estimated at $282.96 billion in 2025 and is predicted to grow to approximately $451.16 billion by 2034, expanding at a CAGR of 5.32% from 2025 to 2034. The Engineered Wood Product Manufacturing industry in the United States alone has been growing at a CAGR of 6.8% between 2020 and 2025. North America is identified as a significant market for engineered wood due to high demand in the construction sector.
- Siding: The U.S. siding market is projected to grow from $18.6 billion in 2024 to $32.9 billion by 2035, demonstrating a robust CAGR of 5.31% from 2025 to 2035. Another estimate indicates the United States siding industry led the North American market with an estimated $28.5 billion in revenue in 2024.
- Overall Building Materials Distribution: The broader building materials distribution market in North America and Europe is substantial, exceeding $800 billion. This segment is expected to grow by approximately 5-9% through 2031.
AI Analysis | Feedback
BlueLinx (BXC) is anticipated to drive future revenue growth over the next 2-3 years through several key strategies:
- Strategic Acquisitions and Expansion of Specialty Products: BlueLinx is actively pursuing strategic acquisitions, such as the Disdero Lumber Company, to expand its portfolio of high-margin specialty products and grow its geographic footprint, particularly in the Western U.S.. The company also aims for organic volume growth in key specialty categories, including engineered wood products and outdoor living products.
- Favorable Long-Term Housing Market Fundamentals: The company expects to benefit from underlying long-term demand in the U.S. housing market, driven by a reported shortfall of approximately 4 million homes and an aging housing stock. Additionally, the repair and remodel markets are projected to see slight improvements in 2025, further contributing to product demand.
- Digital Transformation and Operational Efficiency: BlueLinx is investing in digital transformation initiatives, including the implementation of a new Oracle Transportation Management system and piloting e-commerce transactions. These efforts are expected to enhance operational efficiency, streamline processes, and potentially improve customer experience, which can indirectly contribute to revenue growth.
- Market Share Gains: Despite a challenging market environment, BlueLinx management has emphasized a focus on achieving market share gains. Through strategic investments and disciplined operations, the company aims to capture a larger portion of the building products distribution market.
AI Analysis | Feedback
Share Repurchases
- BlueLinx authorized a new $50 million share repurchase program in July 2025. This brought the total current authorized availability for repurchase to $61.5 million, including $11.5 million remaining from a previous $100 million authorization from October 2023.
- In fiscal year 2024, the company repurchased 428,630 shares of common stock for $45.0 million.
- BlueLinx repurchased $42.1 million in common shares in fiscal year 2023, exhausting a previous $100 million authorization, and subsequently approved an additional $100 million share repurchase authorization. The company also used $66.4 million to repurchase common shares in fiscal year 2022.
Outbound Investments
- On November 3, 2025, BlueLinx announced the acquisition of Disdero Lumber Company. This acquisition was financed through existing cash and is expected to be immediately accretive to earnings, enhancing the margin profile of specialty products.
- The company plans to pursue a disciplined mergers and acquisitions (M&A) strategy to expand its geographic footprint and strategically target acquisitions that grow its higher-margin specialty products business or complement existing capabilities.
Capital Expenditures
- BlueLinx anticipates capital investments of approximately $40 million for 2024, primarily focusing on facility improvements, fleet upgrades, and technology enhancements. The company invested $40.1 million in capital during fiscal year 2024 to improve operational performance and productivity.
- In fiscal year 2023, BlueLinx invested $27.5 million to enhance its distribution facilities and upgrade its fleet.
- During the third quarter of 2025, the company invested $6.4 million in property and equipment, largely for distribution facility improvements and its digital transformation initiative.
Latest Trefis Analyses
| Title | |
|---|---|
| ARTICLES |
Trade Ideas
Select ideas related to BXC. For more, see Trefis Trade Ideas.
| Date | Ticker | Company | Category | Trade Strategy | 6M Fwd Rtn | 12M Fwd Rtn | 12M Max DD |
|---|---|---|---|---|---|---|---|
| 11212025 | CNM | Core & Main | Dip Buy | DB | FCFY OPMDip Buy with High FCF Yield and High MarginBuying dips for companies with high FCF yield and meaningfully high operating margin | 18.7% | 18.7% | -1.6% |
| 11212025 | VRRM | Verra Mobility | Dip Buy | DB | FCFY OPMDip Buy with High FCF Yield and High MarginBuying dips for companies with high FCF yield and meaningfully high operating margin | 4.7% | 4.7% | -1.2% |
| 11212025 | LII | Lennox International | Dip Buy | DB | P/E OPMDip Buy with Low PE and High MarginBuying dips for companies with tame PE and meaningfully high operating margin | 6.9% | 6.9% | 0.0% |
| 11212025 | ADP | Automatic Data Processing | Monopoly | MY | Getting CheaperMonopoly-Like with P/S DeclineLarge cap with monopoly-like margins or cash flow generation and getting cheaper based on P/S multiple | 2.6% | 2.6% | -1.2% |
| 11212025 | CW | Curtiss-Wright | Quality | Q | Momentum | UpsideQuality Stocks with Momentum and UpsideBuying quality stocks with strong momentum but still having room to run | 6.0% | 6.0% | -0.4% |
Research & Analysis
Invest in Strategies
Wealth Management
Peer Comparisons for BlueLinx
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 60.33 |
| Mkt Cap | 1.2 |
| Rev LTM | 2,747 |
| Op Inc LTM | 108 |
| FCF LTM | 107 |
| FCF 3Y Avg | 105 |
| CFO LTM | 150 |
| CFO 3Y Avg | 135 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 6.8% |
| Rev Chg 3Y Avg | 9.1% |
| Rev Chg Q | 7.3% |
| QoQ Delta Rev Chg LTM | 1.8% |
| Op Mgn LTM | 7.3% |
| Op Mgn 3Y Avg | 7.5% |
| QoQ Delta Op Mgn LTM | -0.2% |
| CFO/Rev LTM | 10.7% |
| CFO/Rev 3Y Avg | 8.9% |
| FCF/Rev LTM | 4.8% |
| FCF/Rev 3Y Avg | 4.1% |
Valuation
| Median | |
|---|---|
| Name | |
| Mkt Cap | 1.2 |
| P/S | 1.4 |
| P/EBIT | 12.7 |
| P/E | 28.0 |
| P/CFO | 17.0 |
| Total Yield | 3.7% |
| Dividend Yield | 0.0% |
| FCF Yield 3Y Avg | 2.6% |
| D/E | 0.3 |
| Net D/E | 0.3 |
Returns
| Median | |
|---|---|
| Name | |
| 1M Rtn | 3.6% |
| 3M Rtn | -11.7% |
| 6M Rtn | -6.6% |
| 12M Rtn | 13.2% |
| 3Y Rtn | 37.8% |
| 1M Excs Rtn | 3.8% |
| 3M Excs Rtn | -16.6% |
| 6M Excs Rtn | -19.5% |
| 12M Excs Rtn | -2.2% |
| 3Y Excs Rtn | -42.0% |
Comparison Analyses
Price Behavior
Price Behavior
| Market Price | $62.46 | |
| Market Cap ($ Bil) | 0.5 | |
| First Trading Date | 12/14/2004 | |
| Distance from 52W High | -44.4% | |
| 50 Days | 200 Days | |
| DMA Price | $63.21 | $71.88 |
| DMA Trend | down | down |
| Distance from DMA | -1.2% | -13.1% |
| 3M | 1YR | |
| Volatility | 43.2% | 48.2% |
| Downside Capture | 173.74 | 162.97 |
| Upside Capture | 62.44 | 85.55 |
| Correlation (SPY) | 42.8% | 45.8% |
BXC Betas & Captures as of 11/30/2025
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 1.78 | 1.46 | 1.52 | 1.79 | 1.14 | 1.39 |
| Up Beta | 1.57 | 1.70 | 2.56 | 2.54 | 1.13 | 1.36 |
| Down Beta | 1.82 | 1.87 | 1.43 | 1.83 | 0.83 | 1.10 |
| Up Capture | 133% | 46% | 22% | 113% | 80% | 286% |
| Bmk +ve Days | 12 | 25 | 38 | 73 | 141 | 426 |
| Stock +ve Days | 6 | 13 | 21 | 56 | 108 | 377 |
| Down Capture | 203% | 169% | 195% | 176% | 136% | 109% |
| Bmk -ve Days | 7 | 16 | 24 | 52 | 107 | 323 |
| Stock -ve Days | 13 | 28 | 41 | 68 | 139 | 372 |
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
| Comparison of BXC With Other Asset Classes (Last 1Y) | |||||||
|---|---|---|---|---|---|---|---|
| BXC | Sector ETF | Equity | Gold | Commodities | Real Estate | Bitcoin | |
| Annualized Return | -41.2% | 20.9% | 19.2% | 71.9% | 8.9% | 6.0% | -10.1% |
| Annualized Volatility | 47.8% | 18.8% | 19.5% | 19.3% | 15.3% | 17.1% | 35.0% |
| Sharpe Ratio | -0.96 | 0.87 | 0.78 | 2.69 | 0.36 | 0.18 | -0.12 |
| Correlation With Other Assets | 52.8% | 45.9% | -3.6% | 9.7% | 46.1% | 25.7% | |
ETFs used for asset classes: Sector ETF = XLI, Equity = SPY, Gold = GLD, Commodities = DBC, Real Estate = VNQ, and Bitcoin = BTCUSD
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 5-Year Data
| Comparison of BXC With Other Asset Classes (Last 5Y) | |||||||
|---|---|---|---|---|---|---|---|
| BXC | Sector ETF | Equity | Gold | Commodities | Real Estate | Bitcoin | |
| Annualized Return | 18.8% | 14.0% | 14.9% | 18.7% | 11.7% | 4.8% | 32.7% |
| Annualized Volatility | 56.0% | 17.2% | 17.1% | 15.5% | 18.7% | 18.9% | 48.7% |
| Sharpe Ratio | 0.52 | 0.66 | 0.70 | 0.97 | 0.51 | 0.17 | 0.60 |
| Correlation With Other Assets | 55.9% | 50.2% | 5.5% | 13.3% | 43.6% | 25.5% | |
ETFs used for asset classes: Sector ETF = XLI, Equity = SPY, Gold = GLD, Commodities = DBC, Real Estate = VNQ, and Bitcoin = BTCUSD
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 10-Year Data
| Comparison of BXC With Other Asset Classes (Last 10Y) | |||||||
|---|---|---|---|---|---|---|---|
| BXC | Sector ETF | Equity | Gold | Commodities | Real Estate | Bitcoin | |
| Annualized Return | 26.6% | 13.4% | 14.7% | 14.9% | 6.9% | 5.2% | 69.3% |
| Annualized Volatility | 71.5% | 19.9% | 18.0% | 14.8% | 17.6% | 20.8% | 55.8% |
| Sharpe Ratio | 0.64 | 0.60 | 0.70 | 0.83 | 0.31 | 0.22 | 0.90 |
| Correlation With Other Assets | 38.3% | 36.8% | 1.2% | 13.3% | 33.7% | 13.4% | |
ETFs used for asset classes: Sector ETF = XLI, Equity = SPY, Gold = GLD, Commodities = DBC, Real Estate = VNQ, and Bitcoin = BTCUSD
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Returns Analyses
Earnings Returns History
Expand for More| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 11/4/2025 | 1.9% | -8.8% | -5.2% |
| 7/29/2025 | -2.8% | -4.0% | 7.9% |
| 4/29/2025 | -9.9% | -10.7% | -6.0% |
| 2/18/2025 | -7.7% | -15.8% | -18.1% |
| 10/29/2024 | 9.1% | 12.6% | 21.0% |
| 7/30/2024 | -0.2% | -18.4% | -17.9% |
| 4/30/2024 | -8.3% | -8.9% | -7.8% |
| 2/20/2024 | -1.9% | 6.2% | 8.0% |
| ... | |||
| SUMMARY STATS | |||
| # Positive | 8 | 9 | 11 |
| # Negative | 13 | 12 | 10 |
| Median Positive | 8.8% | 11.4% | 11.1% |
| Median Negative | -7.7% | -8.8% | -11.2% |
| Max Positive | 31.5% | 49.6% | 68.2% |
| Max Negative | -16.0% | -18.4% | -23.1% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 9302025 | 11042025 | 10-Q 9/27/2025 |
| 6302025 | 7292025 | 10-Q 6/28/2025 |
| 3312025 | 4292025 | 10-Q 3/29/2025 |
| 12312024 | 2182025 | 10-K 12/28/2024 |
| 9302024 | 10292024 | 10-Q 9/28/2024 |
| 6302024 | 7302024 | 10-Q 6/29/2024 |
| 3312024 | 4302024 | 10-Q 3/30/2024 |
| 12312023 | 2202024 | 10-K 12/30/2023 |
| 9302023 | 10312023 | 10-Q 9/30/2023 |
| 6302023 | 8012023 | 10-Q 7/1/2023 |
| 3312023 | 5022023 | 10-Q 4/1/2023 |
| 12312022 | 2212023 | 10-K 12/31/2022 |
| 9302022 | 11012022 | 10-Q 10/1/2022 |
| 6302022 | 8022022 | 10-Q 7/2/2022 |
| 3312022 | 5032022 | 10-Q 4/2/2022 |
| 12312021 | 2222022 | 10-K 1/1/2022 |
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.