Callan Jmb (CJMB)
Market Price (2/3/2026): $2.12 | Market Cap: $9.5 MilSector: Industrials | Industry: Air Freight & Logistics
Callan Jmb (CJMB)
Market Price (2/3/2026): $2.12Market Cap: $9.5 MilSector: IndustrialsIndustry: Air Freight & Logistics
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
| Valuation becoming less expensiveP/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is -57% | Weak multi-year price returns2Y Excs Rtn is -90%, 3Y Excs Rtn is -120% | Not profitable at operating income levelOp Inc LTMOperating Income, Last Twelve Months is -5.8 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -98% |
| Weak revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is -14% | ||
| Significant share based compensationSBC/Rev LTMShare Based Compensation / Revenue (Sales), Last Twelve Months (LTM) is 20% | ||
| Not cash flow generativeCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is -78%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -88% | ||
| 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 -74% | ||
| High stock price volatilityVol 12M is 303% | ||
| Key risksCJMB key risks include [1] significant financial losses and elevated bankruptcy risk, Show more. |
| Valuation becoming less expensiveP/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is -57% |
| Weak multi-year price returns2Y Excs Rtn is -90%, 3Y Excs Rtn is -120% |
| Not profitable at operating income levelOp Inc LTMOperating Income, Last Twelve Months is -5.8 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -98% |
| Weak revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is -14% |
| Significant share based compensationSBC/Rev LTMShare Based Compensation / Revenue (Sales), Last Twelve Months (LTM) is 20% |
| Not cash flow generativeCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is -78%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -88% |
| 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 -74% |
| High stock price volatilityVol 12M is 303% |
| Key risksCJMB key risks include [1] significant financial losses and elevated bankruptcy risk, Show more. |
Qualitative Assessment
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Callan Jmb (CJMB) stock has lost about 50% since 10/31/2025 because of the following key factors:
1. Continued Operating Losses and Limited Cash: Callan JMB reported ongoing operating losses and limited cash in its Q3 2025 financial results, announced on November 14, 2025. This indicated a lack of profitability and financial strain, which likely contributed to a decline in investor confidence.
2. Weak Investor Reaction to Strategic Business Pivots: Despite the company announcing a major strategic pivot to GLP-1 cold-chain infrastructure in January 2026 and expanding into food sampling logistics in November 2025, these strategic moves were often met with weak or negative price reactions. This suggests investor skepticism regarding the immediate impact or long-term viability of these new ventures to significantly improve the company's financial standing.
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1. Continued Operating Losses and Limited Cash: Callan JMB reported ongoing operating losses and limited cash in its Q3 2025 financial results, announced on November 14, 2025. This indicated a lack of profitability and financial strain, which likely contributed to a decline in investor confidence.
2. Weak Investor Reaction to Strategic Business Pivots: Despite the company announcing a major strategic pivot to GLP-1 cold-chain infrastructure in January 2026 and expanding into food sampling logistics in November 2025, these strategic moves were often met with weak or negative price reactions. This suggests investor skepticism regarding the immediate impact or long-term viability of these new ventures to significantly improve the company's financial standing.
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Stock Movement Drivers
Fundamental Drivers
The -47.5% change in CJMB stock from 10/31/2025 to 2/2/2026 was primarily driven by a -47.2% change in the company's P/S Multiple.| (LTM values as of) | 10312025 | 2022026 | Change |
|---|---|---|---|
| Stock Price ($) | 4.02 | 2.11 | -47.5% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 6 | 6 | 0.2% |
| P/S Multiple | 3.0 | 1.6 | -47.2% |
| Shares Outstanding (Mil) | 4 | 4 | -0.7% |
| Cumulative Contribution | -47.5% |
Market Drivers
10/31/2025 to 2/2/2026| Return | Correlation | |
|---|---|---|
| CJMB | -47.5% | |
| Market (SPY) | 2.0% | 6.0% |
| Sector (XLI) | 8.0% | 11.3% |
Fundamental Drivers
The -55.7% change in CJMB stock from 7/31/2025 to 2/2/2026 was primarily driven by a -4.7% change in the company's Shares Outstanding (Mil).| (LTM values as of) | 7312025 | 2022026 | Change |
|---|---|---|---|
| Stock Price ($) | 4.76 | 2.11 | -55.7% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | � | 6 | 0.0% |
| P/S Multiple | � | 1.6 | 0.0% |
| Shares Outstanding (Mil) | 4 | 4 | -4.7% |
| Cumulative Contribution | 0.0% |
Market Drivers
7/31/2025 to 2/2/2026| Return | Correlation | |
|---|---|---|
| CJMB | -55.7% | |
| Market (SPY) | 10.3% | 4.2% |
| Sector (XLI) | 10.7% | 8.8% |
Fundamental Drivers
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Market Drivers
1/31/2025 to 2/2/2026| Return | Correlation | |
|---|---|---|
| CJMB | ||
| Market (SPY) | 16.6% | 3.4% |
| Sector (XLI) | 22.3% | 5.7% |
Fundamental Drivers
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Market Drivers
1/31/2023 to 2/2/2026| Return | Correlation | |
|---|---|---|
| CJMB | ||
| Market (SPY) | 77.5% | 3.4% |
| Sector (XLI) | 71.6% | 5.7% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| CJMB Return | - | - | - | - | -73% | 50% | -60% |
| Peers Return | 25% | -44% | 14% | 0% | -2% | -2% | -22% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 1% | 85% |
Monthly Win Rates [3] | |||||||
| CJMB Win Rate | - | - | - | - | 55% | 50% | |
| Peers Win Rate | 57% | 47% | 50% | 47% | 52% | 20% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 50% | |
Max Drawdowns [4] | |||||||
| CJMB Max Drawdown | - | - | - | - | -73% | 0% | |
| Peers Max Drawdown | -12% | -54% | -24% | -24% | -32% | -5% | |
| S&P 500 Max Drawdown | -1% | -25% | -1% | -2% | -15% | -1% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: CYRX, BLFS, UPS, FDX, WST.
[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 2/2/2026 (YTD)
How Low Can It Go
CJMB has limited trading history. Below is the Industrials sector ETF (XLI) in its place.
| Event | XLI | S&P 500 |
|---|---|---|
| 2022 Inflation Shock | ||
| % Loss | -22.6% | -25.4% |
| % Gain to Breakeven | 29.2% | 34.1% |
| Time to Breakeven | 273 days | 464 days |
| 2020 Covid Pandemic | ||
| % Loss | -42.8% | -33.9% |
| % Gain to Breakeven | 74.8% | 51.3% |
| Time to Breakeven | 232 days | 148 days |
| 2018 Correction | ||
| % Loss | -24.6% | -19.8% |
| % Gain to Breakeven | 32.6% | 24.7% |
| Time to Breakeven | 312 days | 120 days |
| 2008 Global Financial Crisis | ||
| % Loss | -63.3% | -56.8% |
| % Gain to Breakeven | 172.8% | 131.3% |
| Time to Breakeven | 1,463 days | 1,480 days |
Compare to CYRX, BLFS, UPS, FDX, WST
In The Past
SPDR Select Sector Fund's stock fell -22.6% during the 2022 Inflation Shock from a high on 1/4/2022. A -22.6% loss requires a 29.2% gain to breakeven.
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About Callan Jmb (CJMB)
Callan JMB is a vertically integrated logistics and fulfillment company which provides thermal management logistics solutions to the life sciences industry through a combination of proprietary packaging, information technology and specialized cold chain logistics knowhow. We provide a system that utilizes advanced predictive technology to revolutionize the supply chain by guaranteeing the safety, effectiveness, and potency of every product handled to ensure product integrity, and to provide immediate response in time-sensitive industries while ensuring environmental responsibility. We view our solutions as disruptive to the “older technologies” of dry ice and liquid nitrogen, in that our solutions are comprehensive and combine our competencies in configurations that are customized to our client’s requirements. We provide comprehensive, reliable, and economic alternatives to all existing logistics solutions and services utilized for frozen shipping in the life sciences industry (e.g., personalized medicine, cell therapies, stem cells, cell lines, vaccines, diagnostic materials, semen, eggs, embryos, cord blood, organs, bio-pharmaceuticals, infectious substances, and other commodities that require continuous exposure to cryogenic or frozen temperatures). As part of our services, we provide the ability to monitor, record and archive crucial information for each shipment that can be used for scientific and regulatory purposes. Our Ship2Q® ultraviolet disinfection process (Safe Hygienic Irradiation Performance Process & Qualification) ensures fitness, thermal reliability, and cleanliness of the system components within the manufacturer specifications equal to new “off-the-shelf” shipper systems. Our systematic Ship2Q® process meets all good current manufacturing practices (“cGMP”) and good current distribution practices (“cGDP”) compliance standards and generates shipper specific track and trace documentation key to any deployment and reuse. Ship2Q® applies a system of control over the recovery and reuse phase of the logistics loop. We are able to recover and reuse the Greenbox shipper, amortizing its total cost across numerous shipments making it cost-neutral in the first few cycles. Additionally, our sophisticated cloud-based logistics operating platform, which is branded as our “Sentry” system, integrates GPS and precise temperature diagnostics throughout a package’s journey, maintaining the efficacy, safety, and quality of temperature-sensitive goods throughout transit—with zero bench time required. The Sentry system supports the management of the entire shipment and logistics process through a single interface, including initial order input, document preparation, customs clearance, courier management, shipment tracking, issue resolution, and delivery. In addition, it provides unique and incisive information dashboards and validation documentation for every shipment. The Sentry platform records and retains a fully documented “chain-of-custody” and, at the client’s option, “chain-of-condition” for every shipment, helping ensure that quality, safety, efficacy, and stability of shipped commodities are maintained throughout the process. This recorded and archived information allows our clients to meet exacting requirements necessary for scientific work and for proof of regulatory compliance during the logistics phase. With extensive experience in quality assurance and quality control, we deliver reliability by anticipating, responding, and overcoming the most complex situations with precision and compassion, providing peace of mind and a comprehensive solution for our customers. This empowers the healthcare and emergency response industries with solutions to ensure temperature-sensitive goods remain within specified parameters throughout transit through tracking mechanisms and predictive technology to ensure its integrity for patients, providers, and their communities. We were originally formed as Coldchain Technology Services, LLC, a Texas limited liability company. We reorganized as a holding company to Callan JMB Inc., a Nevada corporation, on February 14 2024. We are headquartered at 244 Flightline Dr., Spring Branch, TX 78070.
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1. An investment equivalent of McKinsey & Company, advising large institutions on their investment strategy and asset allocation.
2. A highly specialized financial consulting firm, akin to Deloitte or Accenture, but exclusively dedicated to helping large institutions (like pension funds and endowments) optimize their investment portfolios.
3. Like a Gartner for institutional investment managers, providing independent research and advice to help select the best fund managers and strategies.
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- Investment Consulting: Provides strategic advice to institutional investors on asset allocation, manager selection, performance evaluation, and risk management for their investment portfolios.
- Manager Research: Conducts in-depth, proprietary research on investment managers, strategies, and capital markets to inform client recommendations.
- OCIO Solutions (Outsourced Chief Investment Officer): Offers comprehensive, discretionary investment management and oversight services for institutional clients.
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Please note that Callan Jmb (symbol: CJMB) is not a public company, and the provided symbol is incorrect. The company you are likely referring to is Callan LLC, which is a privately held investment consulting firm.
Callan LLC primarily sells its services to other organizations, specifically institutional investors, rather than individuals.
While specific customer names are typically confidential due to the nature of their consulting business, Callan LLC serves a broad range of institutional clients. Their major customer categories (types of organizations) include:
- Pension Funds: This extensive category encompasses corporate pension plans, public sector retirement systems (e.g., state, county, municipal funds), and Taft-Hartley (multi-employer) pension plans.
- Endowments: These are investment funds established by non-profit organizations to provide a perpetual source of income. Clients include university endowments, hospital endowments, and other charitable institution endowments.
- Foundations: Non-profit organizations (e.g., private foundations, community foundations) that often manage significant investment portfolios to fund their philanthropic activities.
- Defined Contribution Plans: Callan advises on a variety of defined contribution schemes, such as 401(k), 403(b), and 457 plans, helping organizations with investment menu design, manager selection, and overall oversight.
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Wayne Williams Chief Executive Officer, Chairman & Founder, President
Wayne Williams founded Callan JMB in 2006. He also serves as the Executive Director of Warehouse Asset Management (WAM). Previously, Mr. Williams was the Director of Logistics for Logistics Health Inc. (LHI), where he was responsible for the management and oversight of LHI's Supply Support Technology Group, served on the General Logistics Council for all logistical operations, and was the primary inventor for LHI's Environmental Witness System. He is recognized as a leading expert in Cold Chain Management, with processes he developed being utilized within LHI's Supply Support Technology Group, the Strategic National Stockpile Program, and the Department of Defense Distribution Operations Center at the US Army Medical Materiel Agency. He also served as the Associate Director of Logistics for the Strategic National Stockpile (SNS) from its inception through its post-9/11 expansion.
Shannon Badger Interim Chief Financial Officer
Shannon Badger was appointed as the interim Chief Financial Officer on May 13, 2025. She brings extensive experience from her previous roles at Badger CPA and Tesoro Corporation.
Eric L. Kash Executive Vice President & Director
Eric L. Kash has worked across various aspects of the United States securities markets, encompassing Retail and Institutional Equity Sales to Investment Banking. He has held positions as a public company CEO and CFO, possessing both an MBA and CPA. In the past, he has focused on assisting private companies in their efforts to go public and has expertise in new business development. Prior to joining Callan JMB, since 2015, Mr. Kash served as the President of Alpha Kash, LLC, a business consultancy service. Between January 2008 and March 2013, he was the CEO/CFO of Coupon Express Inc., a publicly traded company, and spent over a decade as an investment banker in the microcap sector.
Scott Bullard Chief Operating Officer
Scott Bullard works directly with Warehouse Asset Management (WAM).
Wiliam McBride Chief Information Officer
Wiliam McBride holds a Bachelor of Science in Biology from Frostburg State and a Master of Science in Quality Assurance (MSQA) from California State University. He was responsible for implementing a GMP quality assurance system at one of the nation's largest biological specimen repositories, where he managed over 12 million samples, more than 600 pieces of refrigeration equipment, over 800 recording instruments, and 6 separate facilities. He also served as the Manager of Compliance and Program Evaluation at Logistics Health, Inc.
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The public company Callan JMB (symbol: CJMB) faces several key risks, primarily centered on its financial performance and market volatility.
- Significant Financial Losses and Weak Financial Health: Callan JMB has reported substantial financial losses. For the first quarter of 2025, the company recorded a net loss of $1.2 million against revenues of $1.45 million. Over the last 12 months, the company experienced total losses of $6.67 million on $5.91 million in revenue, resulting in a loss per share of -$1.68. Its operating and profit margins are deeply negative, at -98.02% and -112.75% respectively, despite a gross margin of 36.68%. Furthermore, the company has less than one year of cash runway, and its Altman Z-Score of 1.01 indicates an increased risk of bankruptcy, as a score under 3 suggests elevated risk. The company's financial health is generally rated as weak.
- Small Market Capitalization and High Stock Volatility: Callan JMB possesses a relatively small market capitalization of $8 million. The company's share price has demonstrated significant volatility over the past three months compared to the broader U.S. market. The stock is considered "very high risk" due to its substantial daily price movements, which have fluctuated by as much as 16.25% in a single day, and its high weekly volatility of 14%. The stock price has seen a considerable decline, falling by nearly 57% over the past year.
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Here are 3-5 expected drivers of future revenue growth for Callan Jmb (CJMB) over the next 2-3 years:
- Expansion into new temperature-controlled logistics markets: Callan JMB is actively pursuing growth opportunities in rapidly expanding sectors, specifically mentioning GLP-1 pharmaceutical transportation, specialized compounding pharmacy logistics, and premium food packaging services. The company aims to leverage its core competitive strengths to scale its business model into these emerging markets.
- International expansion, particularly in India: The company has launched a new subsidiary in India and is in the process of constructing a warehouse. This facility is intended for full-spectrum temperature control, targeting pharmaceutical distribution and clinical trial logistics for international partners.
- National geographic expansion of emergency preparedness and response operations: Despite a recent decline in demand for its core emergency preparedness services from some state and local governments, Callan JMB plans to accelerate its geographic expansion into "untapped metropolitan areas and states" within the U.S.
- Strategic partnerships for new service offerings: Callan JMB has formed a strategic alliance with Revival Health Inc. This partnership is expected to create new opportunities in the health, wellness, and longevity product sectors, broadening the company's target customer base.
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Share Issuance
- In February 2025, Callan JMB completed its initial public offering (IPO), raising approximately $5.12 million in gross proceeds through the sale of 1,280,000 shares at $4.00 per share.
- The company granted underwriters a 45-day option to purchase up to an additional 192,000 shares at the public offering price.
- Net proceeds from the IPO are intended primarily for sales support, marketing, customer expansion, and general corporate purposes, including working capital.
Outbound Investments
- Callan JMB launched a subsidiary in India in 2025, with plans to establish a temperature-controlled warehouse for the storage and distribution of pharmaceuticals.
Capital Expenditures
- Capital expenditures for the last 12 months amounted to approximately -$447,799.
- The company's capital expenditures growth is forecasted to be 592.2%.
- Primary focuses of capital expenditures include establishing temperature-controlled warehouses in India and upgrading the Sentry Monitoring System technology for mobile temperature monitoring.
Latest Trefis Analyses
| Title | Date | |
|---|---|---|
| DASHBOARDS | ||
| Callan Jmb Earnings Notes | 12/16/2025 | |
| With Callan Jmb Stock Down 17% In A Month, How Confident Are You? | 10/17/2025 |
| Title | |
|---|---|
| ARTICLES |
Research & Analysis
Invest in Strategies
Wealth Management
Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 66.30 |
| Mkt Cap | 9.1 |
| Rev LTM | 1,631 |
| Op Inc LTM | 313 |
| FCF LTM | 195 |
| FCF 3Y Avg | 374 |
| CFO LTM | 355 |
| CFO 3Y Avg | 721 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 4.0% |
| Rev Chg 3Y Avg | 1.3% |
| Rev Chg Q | 7.3% |
| QoQ Delta Rev Chg LTM | 1.8% |
| Op Mgn LTM | -6.5% |
| Op Mgn 3Y Avg | 6.8% |
| QoQ Delta Op Mgn LTM | 0.0% |
| CFO/Rev LTM | 9.3% |
| CFO/Rev 3Y Avg | 9.3% |
| FCF/Rev LTM | 4.9% |
| FCF/Rev 3Y Avg | 4.2% |
Valuation
| Median | |
|---|---|
| Name | |
| Mkt Cap | 9.1 |
| P/S | 1.8 |
| P/EBIT | 5.2 |
| P/E | 12.1 |
| P/CFO | 10.3 |
| Total Yield | 5.1% |
| Dividend Yield | 0.1% |
| FCF Yield 3Y Avg | 1.6% |
| D/E | 0.3 |
| Net D/E | -0.0 |
Returns
| Median | |
|---|---|
| Name | |
| 1M Rtn | 4.9% |
| 3M Rtn | -4.3% |
| 6M Rtn | 20.6% |
| 12M Rtn | -7.5% |
| 3Y Rtn | -23.7% |
| 1M Excs Rtn | 3.8% |
| 3M Excs Rtn | -6.1% |
| 6M Excs Rtn | 8.0% |
| 12M Excs Rtn | -23.3% |
| 3Y Excs Rtn | -91.8% |
Price Behavior
Price Behavior
| Market Price | $2.11 | |
| Market Cap ($ Bil) | 0.0 | |
| First Trading Date | 02/05/2025 | |
| Distance from 52W High | -66.6% | |
| 50 Days | 200 Days | |
| DMA Price | $3.11 | $3.10 |
| DMA Trend | down | down |
| Distance from DMA | -32.0% | -32.0% |
| 3M | 1YR | |
| Volatility | 583.1% | 304.0% |
| Downside Capture | 648.56 | 238.92 |
| Upside Capture | 243.37 | 134.31 |
| Correlation (SPY) | 5.3% |
CJMB Betas & Captures as of 1/31/2026
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 11.60 | 6.46 | 2.71 | 1.41 | 0.07 | 0.12 |
| Up Beta | -60.78 | -36.48 | -17.68 | -8.94 | 0.50 | -2.48 |
| Down Beta | 6.84 | 5.96 | 3.20 | 2.90 | -0.12 | 0.04 |
| Up Capture | 3595% | 602% | 85% | 4% | 114% | 13% |
| Bmk +ve Days | 11 | 22 | 34 | 71 | 142 | 430 |
| Stock +ve Days | 8 | 16 | 24 | 50 | 106 | 106 |
| Down Capture | 1340% | 737% | 444% | 276% | 152% | 97% |
| Bmk -ve Days | 9 | 19 | 27 | 54 | 109 | 321 |
| Stock -ve Days | 11 | 24 | 34 | 68 | 131 | 131 |
[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 CJMB | |
|---|---|---|---|---|
| CJMB | -48.3% | 304.6% | 0.49 | - |
| Sector ETF (XLI) | 21.6% | 19.0% | 0.90 | 5.7% |
| Equity (SPY) | 16.0% | 19.2% | 0.64 | 3.4% |
| Gold (GLD) | 66.9% | 23.7% | 2.11 | -5.1% |
| Commodities (DBC) | 7.0% | 16.3% | 0.23 | -6.2% |
| Real Estate (VNQ) | 2.9% | 16.5% | -0.00 | 6.0% |
| Bitcoin (BTCUSD) | -19.7% | 39.9% | -0.46 | -0.4% |
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Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with CJMB | |
|---|---|---|---|---|
| CJMB | -12.3% | 304.6% | 0.49 | - |
| Sector ETF (XLI) | 15.7% | 17.2% | 0.73 | 5.7% |
| Equity (SPY) | 14.1% | 17.1% | 0.66 | 3.4% |
| Gold (GLD) | 19.9% | 16.6% | 0.97 | -5.1% |
| Commodities (DBC) | 11.4% | 18.9% | 0.49 | -6.2% |
| Real Estate (VNQ) | 4.5% | 18.8% | 0.15 | 6.0% |
| Bitcoin (BTCUSD) | 20.9% | 57.6% | 0.56 | -0.4% |
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Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with CJMB | |
|---|---|---|---|---|
| CJMB | -6.4% | 304.6% | 0.49 | - |
| Sector ETF (XLI) | 15.3% | 19.8% | 0.68 | 5.7% |
| Equity (SPY) | 15.9% | 17.9% | 0.76 | 3.4% |
| Gold (GLD) | 15.0% | 15.3% | 0.81 | -5.1% |
| Commodities (DBC) | 8.3% | 17.6% | 0.39 | -6.2% |
| Real Estate (VNQ) | 5.8% | 20.8% | 0.25 | 6.0% |
| Bitcoin (BTCUSD) | 71.1% | 66.4% | 1.10 | -0.4% |
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Returns Analyses
Earnings Returns History
Expand for More| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 11/14/2025 | 3.6% | -16.1% | -52.1% |
| 8/14/2025 | -3.1% | -4.2% | -3.0% |
| 5/15/2025 | -0.7% | -1.0% | -24.8% |
| SUMMARY STATS | |||
| # Positive | 1 | 0 | 0 |
| # Negative | 2 | 3 | 3 |
| Median Positive | 3.6% | ||
| Median Negative | -1.9% | -4.2% | -24.8% |
| Max Positive | 3.6% | ||
| Max Negative | -3.1% | -16.1% | -52.1% |
Insider Activity
Expand for More| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Dial, Gerald | Direct | Buy | 1062026 | 1.20 | 2,000 | 2,409 | 2,409 | Form | |
| 2 | Williams, Wayne D | CEO, Chairman and President | Health Hero America, LLC | Buy | 12182025 | 1.73 | 5,000 | 8,650 | 145,934 | Form |
| 3 | Williams, Wayne D | CEO, Chairman and President | Direct | Buy | 12152025 | 1.79 | 62 | 111 | 4,049,986 | Form |
| 4 | Williams, Wayne D | CEO, Chairman and President | Direct | Buy | 12152025 | 1.75 | 4,926 | 8,620 | 3,968,104 | Form |
| 5 | Williams, Wayne D | CEO, Chairman and President | Health Hero America, LLC | Buy | 12152025 | 1.70 | 10,810 | 18,377 | 134,904 | 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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