Tearsheet

C4 Therapeutics (CCCC)


Market Price (12/30/2025): $2.025 | Market Cap: $146.9 Mil
Sector: Health Care | Industry: Biotechnology

C4 Therapeutics (CCCC)


Market Price (12/30/2025): $2.025
Market Cap: $146.9 Mil
Sector: Health Care
Industry: Biotechnology

Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.


0 Cash is significant % of market cap
Net D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is -89%
Weak multi-year price returns
2Y Excs Rtn is -100%, 3Y Excs Rtn is -147%
Not profitable at operating income level
Op Inc LTMOperating Income, Last Twelve Months is -119 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -395%
1 Megatrend and thematic drivers
Megatrends include Precision Medicine, and Aging Population & Chronic Disease. Themes include Targeted Therapies, Biopharmaceutical R&D, Show more.
  Weak revenue growth
Rev Chg LTMRevenue Change % Last Twelve Months (LTM) is -11%, Rev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -1.0%, Rev Chg QQuarterly Revenue Change % is -27%
2   Significant share based compensation
SBC/Rev LTMShare Based Compensation / Revenue (Sales), Last Twelve Months (LTM) is 77%
3   Not cash flow generative
CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is -314%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -315%
4   Valuation getting more expensive
P/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is 65%
5   Yield minus risk free rate is negative
ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -85%
6   High stock price volatility
Vol 12M is 100%
7   Key risks
CCCC key risks include [1] the early development stage of its lead candidates, Show more.
0 Cash is significant % of market cap
Net D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is -89%
1 Megatrend and thematic drivers
Megatrends include Precision Medicine, and Aging Population & Chronic Disease. Themes include Targeted Therapies, Biopharmaceutical R&D, Show more.
2 Weak multi-year price returns
2Y Excs Rtn is -100%, 3Y Excs Rtn is -147%
3 Not profitable at operating income level
Op Inc LTMOperating Income, Last Twelve Months is -119 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -395%
4 Weak revenue growth
Rev Chg LTMRevenue Change % Last Twelve Months (LTM) is -11%, Rev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -1.0%, Rev Chg QQuarterly Revenue Change % is -27%
5 Significant share based compensation
SBC/Rev LTMShare Based Compensation / Revenue (Sales), Last Twelve Months (LTM) is 77%
6 Not cash flow generative
CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is -314%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -315%
7 Valuation getting more expensive
P/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is 65%
8 Yield minus risk free rate is negative
ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -85%
9 High stock price volatility
Vol 12M is 100%
10 Key risks
CCCC key risks include [1] the early development stage of its lead candidates, Show more.

Valuation, Metrics & Events

CCCC Stock


Why The Stock Moved


Qualitative Assessment

AI Analysis | Feedback

The period from August 31, 2025, to December 30, 2025, for C4 Therapeutics (CCCC) saw several developments influencing its stock price. While a precise -21.9% movement cannot be definitively attributed to specific individual events within this future period, the collected information highlights general sentiment and significant news.

Here are key points regarding C4 Therapeutics' stock movement during the approximate period from August 31, 2025, to December 30, 2025:

1. 1. Analyst Upgrades and Price Target Revisions: In mid-September 2025, a Stephens analyst upgraded C4 Therapeutics from "equal weight" (hold) to "overweight" (buy), significantly increasing the price target to $6 per share, nearly double the then-current level. This upgrade was based on pipeline progress and the potential of the multiple myeloma drug market. TD Cowen also initiated coverage with a "Buy" recommendation in early December 2025, setting an average one-year price target of $12.09 per share. Conversely, Barclays lowered its price target to $5 from $10 in December 2025, while maintaining an "Overweight" recommendation.

2. 2. Clinical Trial Data Presentation: Investor attention in mid-September 2025 was focused on C4 Therapeutics' presentation of Phase 1 data at the International Myeloma Society's annual meeting. Positive results from this presentation were considered a potential catalyst for a stock price increase.

3. Show more

Stock Movement Drivers

Fundamental Drivers

The -9.0% change in CCCC stock from 9/29/2025 to 12/29/2025 was primarily driven by a -12.1% change in the company's Total Revenues ($ Mil).
929202512292025Change
Stock Price ($)2.232.03-8.97%
Change Contribution ByLTMLTM
Total Revenues ($ Mil)34.2430.11-12.07%
P/S Multiple4.624.895.80%
Shares Outstanding (Mil)71.0172.56-2.19%
Cumulative Contribution-9.01%

LTM = Last Twelve Months as of date shown

Market Drivers

9/29/2025 to 12/29/2025
ReturnCorrelation
CCCC-9.0% 
Market (SPY)3.6%34.7%
Sector (XLV)14.7%20.7%

Fundamental Drivers

The 42.0% change in CCCC stock from 6/30/2025 to 12/29/2025 was primarily driven by a 92.2% change in the company's P/S Multiple.
630202512292025Change
Stock Price ($)1.432.0341.96%
Change Contribution ByLTMLTM
Total Revenues ($ Mil)39.7830.11-24.32%
P/S Multiple2.554.8992.16%
Shares Outstanding (Mil)70.8372.56-2.44%
Cumulative Contribution41.87%

LTM = Last Twelve Months as of date shown

Market Drivers

6/30/2025 to 12/29/2025
ReturnCorrelation
CCCC42.0% 
Market (SPY)11.6%19.3%
Sector (XLV)16.1%8.7%

Fundamental Drivers

The -46.4% change in CCCC stock from 12/29/2024 to 12/29/2025 was primarily driven by a -37.6% change in the company's P/S Multiple.
1229202412292025Change
Stock Price ($)3.792.03-46.44%
Change Contribution ByLTMLTM
Total Revenues ($ Mil)33.6730.11-10.57%
P/S Multiple7.844.89-37.58%
Shares Outstanding (Mil)69.6372.56-4.22%
Cumulative Contribution-46.53%

LTM = Last Twelve Months as of date shown

Market Drivers

12/29/2024 to 12/29/2025
ReturnCorrelation
CCCC-46.4% 
Market (SPY)16.6%31.2%
Sector (XLV)13.6%24.0%

Fundamental Drivers

The -65.6% change in CCCC stock from 12/30/2022 to 12/29/2025 was primarily driven by a -48.3% change in the company's Shares Outstanding (Mil).
1230202212292025Change
Stock Price ($)5.902.03-65.59%
Change Contribution ByLTMLTM
Total Revenues ($ Mil)48.3230.11-37.69%
P/S Multiple5.974.89-18.10%
Shares Outstanding (Mil)48.9272.56-48.32%
Cumulative Contribution-73.63%

LTM = Last Twelve Months as of date shown

Market Drivers

12/30/2023 to 12/29/2025
ReturnCorrelation
CCCC-64.1% 
Market (SPY)47.9%31.8%
Sector (XLV)17.6%25.6%

Return vs. Risk


Price Returns Compared

 202020212022202320242025Total [1]
Returns
CCCC Return30%-3%-82%-4%-36%-41%-92%
Peers Return16%38%-12%21%26%16%151%
S&P 500 Return16%27%-19%24%23%17%114%

Monthly Win Rates [3]
CCCC Win Rate33%50%42%42%25%50% 
Peers Win Rate52%65%42%68%57%52% 
S&P 500 Win Rate58%75%42%67%75%73% 

Max Drawdowns [4]
CCCC Max Drawdown-11%-11%-84%-80%-36%-69% 
Peers Max Drawdown-34%-5%-26%-7%-9%-23% 
S&P 500 Max Drawdown-31%-1%-25%-1%-2%-15% 


[1] Cumulative total returns since the beginning of 2020
[2] Peers: HPQ, HPE, IBM, CSCO, AAPL.
[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 12/29/2025 (YTD)

How Low Can It Go

Unique KeyEventCCCCS&P 500
2022 Inflation Shock2022 Inflation Shock  
2022 Inflation Shock% Loss% Loss-97.7%-25.4%
2022 Inflation Shock% Gain to Breakeven% Gain to Breakeven4179.7%34.1%
2022 Inflation ShockTime to BreakevenTime to BreakevenNot Fully Recovered days464 days
2020 Covid Pandemic2020 Covid Pandemic  
2020 Covid Pandemic% Loss% Loss-19.1%-33.9%
2020 Covid Pandemic% Gain to Breakeven% Gain to Breakeven23.6%51.3%
2020 Covid PandemicTime to BreakevenTime to Breakeven12 days148 days

Compare to HPQ, HPE, IBM, CSCO, AAPL

In The Past

C4 Therapeutics's stock fell -97.7% during the 2022 Inflation Shock from a high on 9/23/2021. A -97.7% loss requires a 4179.7% gain to breakeven.

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About C4 Therapeutics (CCCC)

C4 Therapeutics, Inc., a clinical-stage biopharmaceutical company, develops novel therapeutic candidates to degrade disease-causing proteins for the treatment of cancer, neurodegenerative conditions, and other diseases. Its lead product candidate is CFT7455, an orally bioavailable MonoDAC degrader of protein that is in Phase 1/2 trial targeting IKZF1 and IKZF3 for multiple myeloma and non-Hodgkin lymphomas, including peripheral T-cell lymphoma and mantle cell lymphoma. The company is also developing CFT8634, an orally bioavailable BiDAC degrader of BRD9, a protein target for synovial sarcoma and SMARCB1-deleted solid tumors; CFT1946, an orally bioavailable BiDAC degrader targeting V600X mutant BRAF to treat melanoma, non-small cell lung cancer (NSCLC), colorectal cancer, and other solid malignancies; CFT8919, an orally bioavailable, allosteric, and mutant-selective BiDAC degrader of epidermal growth factor receptor, or EGFR, with an L858R mutation in NSCLC; and earlier stage programs comprising RET degraders for the treatment of various cancers. C4 Therapeutics, Inc. has strategic collaborations with F. Hoffmann-La Roche Ltd and Hoffmann-La Roche Inc.; Biogen MA, Inc.; and Calico Life Sciences LLC. The company was incorporated in 2015 and is headquartered in Watertown, Massachusetts.

AI Analysis | Feedback

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  • Moderna, but for cancer drugs that work by destroying disease-causing proteins.
  • Genentech or Bristol Myers Squibb, but specializing in a revolutionary new type of cancer drug that degrades specific proteins.
  • Vertex Pharmaceuticals, but building a platform for a new class of drugs to eliminate cancer-causing proteins.
```

AI Analysis | Feedback

  • CFT7455: An orally available IKZF1/3 degrader currently in clinical development for the treatment of multiple myeloma and non-Hodgkin lymphoma.
  • CFT8634: An orally available BRD9 degrader currently in clinical development for the treatment of synovial sarcoma and other solid tumors.
  • CFT1946: An orally available BRAF V600E degrader currently in clinical development for the treatment of melanoma and other BRAF V600E-mutant cancers.

AI Analysis | Feedback

C4 Therapeutics (CCCC) is a clinical-stage biopharmaceutical company that develops novel targeted protein degraders for the treatment of cancer and other diseases. As such, it does not sell products directly to individuals. Instead, its "customers" are primarily other pharmaceutical companies with whom it forms strategic collaborations and licensing agreements for drug discovery, development, and commercialization. The major customer companies (collaborators) for C4 Therapeutics are:
  • Roche / Genentech (Symbol: RHHBY)

    C4 Therapeutics entered into a multi-target strategic collaboration with Roche and Genentech in March 2021 for the discovery and development of targeted protein degraders for oncology and other diseases.

  • Merck KGaA, Darmstadt, Germany (Symbol: MKKGY)

    C4 Therapeutics established a collaboration with Merck KGaA in 2016 (later expanded) for the discovery and development of novel targeted protein degraders in oncology.

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Andrew Hirsch, President & Chief Executive Officer

Mr. Hirsch has over 20 years of experience in strategic and operating roles, including more than 15 years in the biotechnology industry. Before joining C4 Therapeutics, he served as Chief Financial Officer and head of corporate development at Agios Pharmaceuticals. Mr. Hirsch was previously the President and Chief Executive Officer of BIND Therapeutics and the Chief Financial Officer at Avila Therapeutics, which was acquired by Celgene. He also spent nearly 10 years at Biogen, where his roles included Vice President of Corporate Strategy and M&A.

Kendra Adams, Chief Financial Officer & Treasurer

Ms. Adams was appointed Chief Financial Officer in September 2023, having joined C4 Therapeutics in November 2020 as Senior Vice President, Investor Relations & Corporate Communications. She brings over 25 years of experience in financial, operational, and strategic planning, with nearly two decades in the biotechnology sector. Her prior roles include investor relations leadership positions at Agios Pharmaceuticals, ARIAD Pharmaceuticals, and Amgen. Ms. Adams began her career at General Electric in their Financial Management Program and later led consulting teams at KPMG LLP.

Jolie Siegel, Chief Legal Officer & Secretary

Ms. Siegel serves as the Chief Legal Officer and Secretary for C4 Therapeutics.

Kelly Schick, Chief People Officer

Ms. Schick holds the position of Chief People Officer at C4 Therapeutics.

Scott Boyle, Chief Business Officer

Dr. Boyle serves as the Chief Business Officer for C4 Therapeutics.

AI Analysis | Feedback

C4 Therapeutics (CCCC) faces several key risks inherent to its position as a clinical-stage biopharmaceutical company.
  • Clinical Development and Regulatory Approval Risks

    As a clinical-stage biopharmaceutical company, C4 Therapeutics' success is heavily contingent on the successful development, regulatory approval, and eventual commercialization of its product candidates. There are significant uncertainties and lengthy timelines associated with clinical trials, and early-stage trial results may not be indicative of success in later stages. The company's lead candidates, such as cemsidomide and CFT1946, are still in early phases of clinical development, and there have been noted safety concerns, including a high rate of higher-grade adverse events in some early trials, which could lead to unacceptable toxicity findings in the future. The approval process for novel therapies can be expensive and time-consuming, and there is no guarantee that any of C4 Therapeutics' product candidates will receive regulatory approval.
  • Financial Risks: Cash Burn and Need for Additional Capital

    C4 Therapeutics is a company with a history of substantial losses and no revenue from product sales, reflecting its clinical-stage nature. The company incurs significant financial risks due to its considerable cash burn, meaning it spends a large amount of cash to fund its research, development, and operational activities. While C4 Therapeutics has reported sufficient cash and marketable securities to fund operations into 2027, it anticipates continued losses and significant expenses as it advances its product pipeline. The company relies heavily on raising additional capital through equity offerings, debt offerings, or collaborations, which could result in dilution for existing stockholders or unfavorable financing terms.
  • Competitive Risks

    C4 Therapeutics operates in a highly competitive biopharmaceutical industry. The company faces competition from other pharmaceutical and biotechnology companies that are developing or may develop similar targeted protein degradation therapies or other treatments for the diseases C4 Therapeutics is targeting. This competition could impact the company's ability to successfully develop, commercialize, and achieve market acceptance for its product candidates, potentially affecting its market position and financial performance.

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The primary emerging threat is the intense and rapidly advancing competition within the targeted protein degradation (TPD) therapeutic space. Numerous well-funded companies, including larger pharmaceutical firms like Arvinas, Kymera Therapeutics, Nurix Therapeutics, Bristol Myers Squibb, and others, are aggressively developing TPD candidates, often targeting similar high-value oncology indications as C4 Therapeutics. Should a competitor achieve superior clinical trial results or an earlier market approval for a TPD program, it could significantly diminish the market opportunity, differentiation, and investment appeal for C4 Therapeutics' own pipeline candidates in this crowded and nascent field.

AI Analysis | Feedback

C4 Therapeutics (CCCC) is a clinical-stage biopharmaceutical company focused on developing targeted protein degraders for various diseases, primarily in oncology. The addressable markets for their main product candidates are detailed below:

  • Cemsidomide (targeting IKZF1/3 degradation)
    • Multiple Myeloma (MM): The global multiple myeloma market size was valued at approximately USD 27.58 billion in 2024, with projections to reach USD 44.19 billion by 2032. North America accounted for 58.30% of this market in 2024. Other sources estimate the global market at USD 27.75 billion in 2024, growing to approximately USD 49.89 billion by 2034, or USD 28.42 billion in 2024, projected to reach USD 47.04 billion by 2032.
    • Non-Hodgkin Lymphoma (NHL): The non-Hodgkin lymphoma market across the top 7 markets (U.S., EU4, U.K., and Japan) reached USD 4.2 billion in 2024 and is expected to grow to USD 7.8 billion by 2035. The global non-Hodgkin lymphoma therapeutics market was valued at USD 9.5 billion in 2023 and is estimated to grow to USD 16.64 billion by 2032. The U.S. alone accounted for USD 3.9 billion of the North American non-Hodgkin lymphoma therapeutics market in 2023.
  • CFT1946 (targeting BRAF V600X mutations)
    • BRAF V600X Solid Tumors (including Melanoma): The global drugs for melanoma market surpassed USD 10.87 billion in 2024 and is expected to reach USD 26.15 billion by 2032. More specifically, the global BRAF kinase inhibitors market, which targets mutations like BRAF V600E, was valued at USD 315 million in 2024 and is estimated to reach USD 673 million by 2033.
  • CFT8919 (targeting EGFR L858R mutation in Non-Small Cell Lung Cancer)
    • Null
  • Discovery Programs (e.g., in collaboration with Biogen for neurological conditions like Alzheimer's and Parkinson's disease)
    • Null

AI Analysis | Feedback

C4 Therapeutics (NASDAQ: CCCC) is expected to drive future revenue growth over the next 2-3 years through the advancement of its clinical pipeline, the achievement of milestones from strategic collaborations, and the continued expansion of its targeted protein degradation (TPD) platform.

  1. Advancement and Potential Commercialization of Clinical Pipeline: A primary driver of future revenue for C4 Therapeutics is the progression and potential commercialization of its lead drug candidates. The company is focused on advancing cemsidomide, particularly with plans to initiate a registrational Phase 2 MOMENTUM trial in combination with dexamethasone for multiple myeloma in early 2026, which holds potential for accelerated approval. Additionally, a Phase 1b trial for cemsidomide in combination with Pfizer's elranatamab is slated for Q2 2026. The company also expects progress from CFT1946 for BRAF V600X solid tumors, with data in melanoma and colorectal cancer anticipated in the second half of 2025, and CFT8919, which is progressing through Phase 1 dose escalation in Greater China in partnership with Betta Pharmaceuticals.

  2. Milestone Payments and Royalties from Strategic Collaborations: C4 Therapeutics generates significant revenue through its strategic collaborations. The company has ongoing partnerships with major pharmaceutical companies, including a new collaboration with Pfizer for cemsidomide and existing agreements with MKDG, Betta Pharma, Merck, and Roche. These collaborations often include upfront payments, milestone payments based on development and regulatory achievements, and potential future royalties on product sales. For instance, the Merck collaboration could yield up to approximately $600 million in milestone payments, along with tiered royalties on future sales. Achieving preclinical and clinical milestones with these partners is a crucial source of revenue as their programs advance.

  3. Expansion of Targeted Protein Degradation (TPD) Pipeline: C4 Therapeutics leverages its proprietary TORPEDO® platform to discover and develop new small-molecule medicines that utilize targeted protein degradation. The company plans to continue using this platform to develop orally bioavailable degraders for various oncology and non-oncology targets, both for its internal research programs and collaboration initiatives. The success of the TORPEDO® platform in identifying and advancing novel drug candidates will underpin the company's long-term growth by continuously replenishing its pipeline with high-potential therapies, thereby creating future licensing and commercialization opportunities.

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Share Issuance

  • C4 Therapeutics completed an underwritten offering in October 2025, raising $125.0 million in gross proceeds, with potential for an additional $225.0 million if outstanding warrants are exercised.
  • Approximately $82.3 million in net proceeds were generated from its "at-the-market" (ATM) program, which allowed for the sale of up to $200.0 million in common stock, through December 31, 2024.
  • In January 2024, C4 Therapeutics completed a $25.0 million equity investment from a subsidiary of Betta Pharmaceuticals.

Inbound Investments

  • In March 2024, C4 Therapeutics entered into a strategic discovery research collaboration with Merck KGaA, Darmstadt, Germany, receiving an upfront payment of $16.0 million and potential for up to approximately $740.0 million in milestone payments.
  • A license and research collaboration with Merck was established in December 2023 for degrader antibody conjugates, which included a $10.0 million upfront payment received in January 2024 and eligibility for approximately $600.0 million in milestone payments.
  • C4 Therapeutics received an $8.0 million milestone payment from Biogen in the second quarter of 2024 after Biogen accepted delivery of a development candidate.

Outbound Investments

  • C4 Therapeutics has not made any investments or acquisitions.

Capital Expenditures

  • C4 Therapeutics expects its existing cash, cash equivalents, and marketable securities to be sufficient to fund planned operating expenses and capital expenditures into 2027.

Better Bets than C4 Therapeutics (CCCC)

Trade Ideas

Select ideas related to CCCC. For more, see Trefis Trade Ideas.

Unique KeyDateTickerCompanyCategoryTrade Strategy6M Fwd Rtn12M Fwd Rtn12M Max DD
CRL_11142025_Dip_Buyer_FCFYield11142025CRLCharles River Laboratories InternationalDip BuyDB | FCFY OPMDip Buy with High FCF Yield and High Margin
Buying dips for companies with high FCF yield and meaningfully high operating margin
21.4%21.4%-3.7%
GDRX_11142025_Dip_Buyer_High_CFO_Margins_ExInd_DE11142025GDRXGoodRxDip BuyDB | CFO/Rev | Low D/EDip Buy with High Cash Flow Margins
Buying dips for companies with significant cash flows from operations and reasonable debt / market cap
-7.4%-7.4%-11.8%
ASTH_11142025_Dip_Buyer_High_FCF_Yield_ExInd_DE_RevG11142025ASTHAstrana HealthDip BuyDB | FCF Yield | Low D/EDip Buy with High Free Cash Flow Yield
Buying dips for companies with significant free cash flow yield (FCF / Market Cap) and reasonable debt / market cap
18.0%18.0%-5.5%
SGRY_11142025_Dip_Buyer_High_FCF_Yield_ExInd_DE_RevG11142025SGRYSurgery PartnersDip BuyDB | FCF Yield | Low D/EDip Buy with High Free Cash Flow Yield
Buying dips for companies with significant free cash flow yield (FCF / Market Cap) and reasonable debt / market cap
3.9%3.9%-1.4%
TFX_11072025_Dip_Buyer_FCFYield11072025TFXTeleflexDip BuyDB | FCFY OPMDip Buy with High FCF Yield and High Margin
Buying dips for companies with high FCF yield and meaningfully high operating margin
12.2%12.2%-5.1%

Recent Active Movers

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Peer Comparisons for C4 Therapeutics

Peers to compare with:

Financials

CCCCHPQHPEIBMCSCOAAPLMedian
NameC4 Thera.HP Hewlett .Internat.Cisco Sy.Apple  
Mkt Price2.0322.7324.33305.7477.79273.7651.06
Mkt Cap0.121.432.4285.5307.74,079.8159.0
Rev LTM3055,29534,29665,40257,696408,62556,496
Op Inc LTM-1193,6241,64411,54412,991130,2147,584
FCF LTM-952,80062711,85412,73396,1847,327
FCF 3Y Avg-942,9781,40011,75313,879100,5037,366
CFO LTM-943,6972,91913,48313,744108,5658,590
CFO 3Y Avg-933,6723,89613,49814,736111,5598,697

Growth & Margins

CCCCHPQHPEIBMCSCOAAPLMedian
NameC4 Thera.HP Hewlett .Internat.Cisco Sy.Apple  
Rev Chg LTM-10.6%3.2%13.8%4.5%8.9%6.0%5.2%
Rev Chg 3Y Avg-1.0%-3.9%6.5%2.6%3.7%1.8%2.2%
Rev Chg Q-26.9%4.2%14.4%9.1%7.5%9.6%8.3%
QoQ Delta Rev Chg LTM-12.1%1.1%3.7%2.1%1.8%2.1%2.0%
Op Mgn LTM-395.4%6.6%4.8%17.7%22.5%31.9%12.1%
Op Mgn 3Y Avg-476.7%7.4%7.2%16.4%24.2%30.8%11.9%
QoQ Delta Op Mgn LTM-34.4%-0.2%-1.4%0.6%0.4%0.1%-0.1%
CFO/Rev LTM-313.8%6.7%8.5%20.6%23.8%26.6%14.6%
CFO/Rev 3Y Avg-358.5%6.8%12.7%21.4%26.1%28.4%17.1%
FCF/Rev LTM-315.2%5.1%1.8%18.1%22.1%23.5%11.6%
FCF/Rev 3Y Avg-364.1%5.5%4.6%18.6%24.6%25.6%12.1%

Valuation

CCCCHPQHPEIBMCSCOAAPLMedian
NameC4 Thera.HP Hewlett .Internat.Cisco Sy.Apple  
Mkt Cap0.121.432.4285.5307.74,079.8159.0
P/S4.90.40.94.45.310.04.6
P/EBIT-1.46.619.725.122.431.321.1
P/E-1.28.4569.036.129.841.133.0
P/CFO-1.65.811.121.222.437.616.1
Total Yield-80.8%14.4%2.3%5.0%5.5%2.8%3.9%
Dividend Yield0.0%2.5%2.1%2.2%2.1%0.4%2.1%
FCF Yield 3Y Avg-67.5%10.6%5.5%6.4%6.0%3.1%5.7%
D/E0.40.50.70.20.10.00.3
Net D/E-0.90.30.60.20.00.00.1

Returns

CCCCHPQHPEIBMCSCOAAPLMedian
NameC4 Thera.HP Hewlett .Internat.Cisco Sy.Apple  
1M Rtn-25.1%-5.8%11.9%-0.9%1.1%-1.8%-1.4%
3M Rtn-9.0%-14.5%1.4%9.9%15.6%7.7%4.5%
6M Rtn42.0%-5.0%20.3%5.0%13.5%33.7%16.9%
12M Rtn-46.4%-28.7%15.4%40.8%33.9%7.6%11.5%
3Y Rtn-65.6%-5.3%65.8%142.1%78.3%113.9%72.0%
1M Excs Rtn-25.6%-5.5%12.3%-0.5%0.9%-2.7%-1.6%
3M Excs Rtn-12.6%-18.1%-2.3%6.2%11.9%4.0%0.9%
6M Excs Rtn30.7%-16.3%9.0%-6.3%2.2%22.4%5.6%
12M Excs Rtn-61.9%-43.3%-0.2%25.4%19.0%-7.8%-4.0%
3Y Excs Rtn-147.1%-82.8%-10.4%61.9%0.1%27.1%-5.1%

Financials

Segment Financials

Revenue by Segment
$ Mil20242023202220212020
Single segment2131463321
Total2131463321


Price Behavior

Price Behavior
Market Price$2.03 
Market Cap ($ Bil)0.1 
First Trading Date10/02/2020 
Distance from 52W High-50.4% 
   50 Days200 Days
DMA Price$2.42$2.08
DMA Trenddowndown
Distance from DMA-16.0%-2.4%
 3M1YR
Volatility80.3%100.8%
Downside Capture296.61260.46
Upside Capture201.29160.12
Correlation (SPY)34.2%31.4%
CCCC Betas & Captures as of 11/30/2025

 1M2M3M6M1Y3Y
Beta2.001.772.261.951.632.02
Up Beta0.050.581.782.080.991.44
Down Beta3.022.621.663.251.921.97
Up Capture333%266%260%286%236%970%
Bmk +ve Days12253873141426
Stock +ve Days11212756105323
Down Capture184%129%246%53%151%111%
Bmk -ve Days7162452107323
Stock -ve Days6183263134408

[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
 Comparison of CCCC With Other Asset Classes (Last 1Y)
 CCCCSector ETFEquityGoldCommoditiesReal EstateBitcoin
Annualized Return-50.0%13.8%16.7%65.4%7.5%4.2%-7.3%
Annualized Volatility100.4%17.2%19.4%19.8%15.3%17.0%34.9%
Sharpe Ratio-0.250.590.672.430.270.08-0.06
Correlation With Other Assets 24.2%31.2%1.9%9.2%24.8%24.3%

ETFs used for asset classes: Sector ETF = XLV, 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 CCCC With Other Asset Classes (Last 5Y)
 CCCCSector ETFEquityGoldCommoditiesReal EstateBitcoin
Annualized Return-42.5%8.4%14.8%17.7%11.2%5.1%30.2%
Annualized Volatility115.9%14.5%17.1%15.6%18.7%18.9%48.6%
Sharpe Ratio-0.020.400.700.910.480.180.57
Correlation With Other Assets 24.4%28.6%6.4%2.9%28.1%16.5%

ETFs used for asset classes: Sector ETF = XLV, 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 CCCC With Other Asset Classes (Last 10Y)
 CCCCSector ETFEquityGoldCommoditiesReal EstateBitcoin
Annualized Return-38.4%10.1%15.0%14.6%6.9%5.4%69.0%
Annualized Volatility114.5%16.6%18.0%14.8%17.6%20.8%55.8%
Sharpe Ratio0.030.500.720.820.310.230.89
Correlation With Other Assets 23.2%28.1%5.9%3.4%27.6%16.4%

ETFs used for asset classes: Sector ETF = XLV, 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

Short Interest

Short Interest: As Of Date12152025
Short Interest: Shares Quantity7,172,653
Short Interest: % Change Since 1130202528.4%
Average Daily Volume1,637,116
Days-to-Cover Short Interest4.38
Basic Shares Quantity72,563,311
Short % of Basic Shares9.9%

Earnings Returns History

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 Forward Returns
Earnings Date1D Returns5D Returns21D Returns
11/6/20250.4%4.6%7.2%
8/7/202531.6%18.9%38.8%
2/27/2025-1.9%-8.3%-30.6%
10/31/2024-3.6%8.0%-17.7%
5/8/2024-5.0%-11.6%-30.5%
2/22/202421.4%51.0%20.1%
11/1/2023-11.4%25.5%9.4%
8/8/2023-0.3%-4.0%-32.4%
...
SUMMARY STATS   
# Positive10108
# Negative8810
Median Positive7.3%11.5%20.7%
Median Negative-3.8%-10.2%-25.2%
Max Positive31.6%51.0%38.8%
Max Negative-11.4%-29.9%-37.5%

SEC Filings

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Report DateFiling DateFiling
09/30/202511/06/202510-Q (09/30/2025)
06/30/202508/07/202510-Q (06/30/2025)
03/31/202505/07/202510-Q (03/31/2025)
12/31/202402/27/202510-K (12/31/2024)
09/30/202410/31/202410-Q (09/30/2024)
06/30/202408/01/202410-Q (06/30/2024)
03/31/202405/08/202410-Q (03/31/2024)
12/31/202302/22/202410-K (12/31/2023)
09/30/202311/01/202310-Q (09/30/2023)
06/30/202308/08/202310-Q (06/30/2023)
03/31/202305/04/202310-Q (03/31/2023)
12/31/202202/23/202310-K (12/31/2022)
09/30/202211/03/202210-Q (09/30/2022)
06/30/202208/04/202210-Q (06/30/2022)
03/31/202205/05/202210-Q (03/31/2022)
12/31/202102/24/202210-K (12/31/2021)