Tearsheet

Callan Jmb (CJMB)


Market Price (6/23/2026): $0.7016 | Market Cap: $3.8 MilSector: Industrials | Industry: Air Freight & Logistics

Callan Jmb (CJMB)


Market Price (6/23/2026): $0.7016
Market Cap: $3.8 Mil
Sector: Industrials
Industry: Air Freight & Logistics

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

0

Weak multi-year price returns
2Y Excs Rtn is -120%, 3Y Excs Rtn is -154%

Penny stock
Mkt Price is 0.7

Not profitable at operating income level
Op Inc LTMOperating Income, Last Twelve Months is -7.0 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -129%

Weak revenue growth
Rev Chg LTMRevenue Change % Last Twelve Months (LTM) is -14%, Rev Chg QQuarterly Revenue Change % is -24%

Significant share based compensation
SBC/Rev LTMShare Based Compensation / Revenue (Sales), Last Twelve Months (LTM) is 30%

Not cash flow generative
CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is -87%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -99%

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 -265%

High stock price volatility
Vol 12M is 295%

Key risks
CJMB key risks include [1] significant financial losses and elevated bankruptcy risk, Show more.

0 Weak multi-year price returns
2Y Excs Rtn is -120%, 3Y Excs Rtn is -154%
1 Penny stock
Mkt Price is 0.7
2 Not profitable at operating income level
Op Inc LTMOperating Income, Last Twelve Months is -7.0 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -129%
3 Weak revenue growth
Rev Chg LTMRevenue Change % Last Twelve Months (LTM) is -14%, Rev Chg QQuarterly Revenue Change % is -24%
4 Significant share based compensation
SBC/Rev LTMShare Based Compensation / Revenue (Sales), Last Twelve Months (LTM) is 30%
5 Not cash flow generative
CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is -87%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -99%
6 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 -265%
7 High stock price volatility
Vol 12M is 295%
8 Key risks
CJMB key risks include [1] significant financial losses and elevated bankruptcy risk, Show more.

Valuation & Metrics

Price Chart

Why The Stock Moved

Qualitative Assessment

AI Analysis | Feedback

Updated on 6/1/2026

Callan Jmb (CJMB) stock has lost about 55% since 2/28/2026 because of the following key factors:

1. Callan JMB reported significantly deteriorated financial results for the first quarter of 2026, with net losses widening by 159% to US$3.22 million compared to US$1.24 million in Q1 2025. This was coupled with a 24% year-over-year decline in revenue to US$1.11 million, mainly due to a non-renewed government contract and weaker non-government demand. Operating costs also increased by 15% due to higher executive compensation, new corporate office rent, consulting, IT, and public-company compliance costs.

2. The company received a Nasdaq notice of non-compliance on April 7, 2026, for failing to meet the minimum stockholders' equity requirement of US$2.5 million. As of March 31, 2026, Callan JMB's stockholders' equity stood at US$1,599,533, which is below the Nasdaq threshold, raising concerns about its continued listing and overall financial health.

Show more
Updated on 6/1/2026

Callan Jmb (CJMB) stock has lost about 55% since 2/28/2026 because of the following key factors:

1. Callan JMB reported significantly deteriorated financial results for the first quarter of 2026, with net losses widening by 159% to US$3.22 million compared to US$1.24 million in Q1 2025. This was coupled with a 24% year-over-year decline in revenue to US$1.11 million, mainly due to a non-renewed government contract and weaker non-government demand. Operating costs also increased by 15% due to higher executive compensation, new corporate office rent, consulting, IT, and public-company compliance costs.

2. The company received a Nasdaq notice of non-compliance on April 7, 2026, for failing to meet the minimum stockholders' equity requirement of US$2.5 million. As of March 31, 2026, Callan JMB's stockholders' equity stood at US$1,599,533, which is below the Nasdaq threshold, raising concerns about its continued listing and overall financial health.

3. Callan JMB announced a US$5 million At-The-Market (ATM) common stock offering on May 26, 2026, indicating potential dilution for existing shareholders. This follow-on equity offering allows the company to sell up to US$5 million in shares, which typically puts downward pressure on stock prices as it increases the number of outstanding shares.

4. The company's Q1 2026 losses were further deepened by US$1,177,223 in Equity Line of Credit (ELOC) transaction expenses and a US$338,229 loss from the change in fair value of its ELOC derivative liability. These substantial charges significantly contributed to the widening net loss reported for the quarter.

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Stock Movement Drivers

Fundamental Drivers

The -54.7% change in CJMB stock from 2/28/2026 to 6/22/2026 was primarily driven by a -39.5% change in the company's P/S Multiple.
(LTM values as of)22820266222026Change
Stock Price ($)1.550.70-54.7%
Change Contribution By: 
Total Revenues ($ Mil)65-9.0%
P/S Multiple1.20.7-39.5%
Shares Outstanding (Mil)45-17.7%
Cumulative Contribution-54.7%

LTM = Last Twelve Months as of date shown

Market Drivers

2/28/2026 to 6/22/2026
ReturnCorrelation
CJMB-54.7% 
Market (SPY)8.8%17.0%
Sector (XLI)2.9%6.9%

Fundamental Drivers

The -71.9% change in CJMB stock from 11/30/2025 to 6/22/2026 was primarily driven by a -62.5% change in the company's P/S Multiple.
(LTM values as of)113020256222026Change
Stock Price ($)2.500.70-71.9%
Change Contribution By: 
Total Revenues ($ Mil)65-9.0%
P/S Multiple1.90.7-62.5%
Shares Outstanding (Mil)45-17.7%
Cumulative Contribution-71.9%

LTM = Last Twelve Months as of date shown

Market Drivers

11/30/2025 to 6/22/2026
ReturnCorrelation
CJMB-71.9% 
Market (SPY)9.5%7.5%
Sector (XLI)19.0%7.6%

Fundamental Drivers

The -86.2% change in CJMB stock from 5/31/2025 to 6/22/2026 was primarily driven by a -21.5% change in the company's Shares Outstanding (Mil).
(LTM values as of)53120256222026Change
Stock Price ($)5.100.70-86.2%
Change Contribution By: 
Total Revenues ($ Mil)50.0%
P/S Multiple0.70.0%
Shares Outstanding (Mil)45-21.5%
Cumulative Contribution0.0%

LTM = Last Twelve Months as of date shown

Market Drivers

5/31/2025 to 6/22/2026
ReturnCorrelation
CJMB-86.2% 
Market (SPY)27.7%5.6%
Sector (XLI)29.0%5.9%

Fundamental Drivers

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Market Drivers

5/31/2023 to 6/22/2026
ReturnCorrelation
CJMB  
Market (SPY)85.1%4.8%
Sector (XLI)96.3%5.6%

Return vs. Risk

Price Returns Compared

 202120222023202420252026Total [1]
Returns
CJMB Return-----73%-35%-82%
Peers Return25%-44%14%0%-2%27%0%
S&P 500 Return27%-19%24%23%16%10%100%

Monthly Win Rates [3]
CJMB Win Rate----55%17% 
Peers Win Rate57%47%50%47%52%57% 
S&P 500 Win Rate75%42%67%75%67%50% 

Max Drawdowns [4]
CJMB Max Drawdown------83% 
Peers Max Drawdown-30%-55%-40%-33%-37%-22% 
S&P 500 Max Drawdown-5%-25%-10%-8%-19%-9% 


[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 6/22/2026 (YTD)

About Callan Jmb (CJMB)

Callan JMB (CJMB) is a vertically integrated logistics and fulfillment company providing advanced thermal management solutions specifically for the life sciences industry. The company aims to revolutionize the supply chain by offering comprehensive, reliable, and economic alternatives to traditional frozen shipping methods like dry ice and liquid nitrogen. Its core mission is to guarantee the safety, effectiveness, and potency of highly sensitive biological products, ensuring product integrity and immediate response capabilities for time-sensitive industries.

CJMB's solutions integrate proprietary reusable packaging, known as the Greenbox shipper, with a sophisticated cloud-based logistics operating platform called "Sentry." The Sentry system offers end-to-end shipment management, featuring GPS tracking, precise temperature diagnostics, real-time monitoring, and detailed chain-of-custody and chain-of-condition documentation. Furthermore, the company employs its Ship2Q® ultraviolet disinfection process to ensure the thermal reliability and cleanliness of its reusable shippers, meeting cGMP and cGDP compliance standards while amortizing costs across numerous shipments.

The company primarily serves customers in the life sciences, healthcare, and emergency response sectors, enabling the secure transport of a broad array of critical commodities. This includes personalized medicine, cell therapies, vaccines, organs, bio-pharmaceuticals, and other substances requiring continuous cryogenic or frozen temperatures. By combining advanced predictive technology with extensive quality assurance and control, Callan JMB offers a comprehensive solution that maintains product integrity, supports scientific research, and meets stringent regulatory compliance throughout the entire logistics journey.

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Here are 1-3 brief analogies for Callan JMB (CJMB):

  1. The 'Tesla of cold chain logistics,' offering cutting-edge, environmentally-friendly solutions for shipping sensitive biologicals.

  2. Imagine FedEx or UPS, but exclusively for critical, temperature-sensitive medical and biological materials, with advanced tracking and data analysis for every shipment.

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  • Thermal Management Logistics Solutions: Comprehensive, vertically integrated services providing end-to-end cold chain logistics for temperature-sensitive products within the life sciences industry.
  • Sentry System: A sophisticated cloud-based logistics operating platform that integrates GPS and precise temperature diagnostics to manage, track, and archive crucial information for every shipment.
  • Ship2Q® Process: An ultraviolet disinfection and qualification service ensuring the fitness, thermal reliability, and cleanliness of reusable shipper systems to cGMP and cGDP compliance standards.
  • Greenbox Shipper: Proprietary reusable thermal packaging designed for cryogenic or frozen shipping, offering a cost-neutral and environmentally responsible alternative to traditional methods.

AI Analysis | Feedback

Callan JMB (CJMB) primarily sells its advanced thermal management logistics solutions to other companies and organizations, rather than to individuals. The provided company description does not list specific customer company names, but it clearly identifies the industries and types of entities that utilize its services. Its major customers can be categorized as follows:

  • Life Sciences Industry: This broad category encompasses a range of entities that develop, produce, research, or transport highly sensitive biological materials. This includes biopharmaceutical companies, biotechnology firms, research institutions, and organizations specializing in areas such as personalized medicine, cell therapies, stem cells, cell lines, vaccines, diagnostic materials, bio-pharmaceuticals, and other commodities requiring cryogenic or frozen temperatures (e.g., semen, eggs, embryos, cord blood, organs, infectious substances).

  • Healthcare Industry: Customers in this sector include hospitals, clinics, laboratories, organ transplant networks, and other healthcare providers that require reliable and compliant cold chain logistics for critical medical materials like vaccines, organs, and diagnostic samples, ensuring their efficacy and safety for patients.

  • Emergency Response Sector: This refers to organizations involved in urgent medical transport, disaster relief, or other time-sensitive situations where maintaining the integrity of temperature-sensitive goods is paramount. Callan JMB's solutions empower these industries to ensure goods remain within specified parameters throughout transit.

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Wayne Williams, Chief Executive Officer, Chairman & Founder

Mr. Williams is the founder of Callan JMB Inc. He also serves as the Executive Director of Warehouse Asset Management (WAM). Previously, he 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 and was the primary inventor for LHI's Environmental Witness System. Mr. Williams is recognized as a leading expert in Cold Chain Management and previously served as the Associate Director of Logistics for the Strategic National Stockpile (SNS) from its inception.

Christopher Shields, Interim Chief Financial Officer and Senior Vice President of Emergency Preparedness & Response/Government Affairs

Mr. Shields was appointed Interim CFO on December 1, 2025. He joined Callan JMB in April 2025 as Senior Vice President of Emergency Preparedness & Response/Government Affairs. Prior to this, he served for over 14 years as Assistant Commissioner at the Chicago Department of Public Health, where he oversaw operations and logistics for the city's Emergency Preparedness and Bioterrorism program, including managing the Tier 1 Medical Pharmacy and advanced vaccine inventory systems.

Eric L. Kash, Executive Vice President & Director

Mr. Kash has extensive experience in the United States securities markets, spanning 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. He has also focused on assisting private companies in their efforts to go public. Before joining Callan JMB, since 2015, Mr. Kash operated Alpha Kash, LLC, a business consultancy service where he provided assistance in business development, corporate strategy, and capital formation to companies in various industries, including technology, consumer goods, medical devices, and e-prescription. Between January 2008 and March 2013, he served as the CEO/CFO of a prior company.

Scott Bullard, Chief Operating Officer

Mr. Bullard works directly with both Warehouse Asset Management (WAM) and Callan JMB. His experience includes collaborating with Merck in 1994 on his first major vaccine project.

William McBride, Chief Information Officer

Mr. McBride previously implemented 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 key risks to Callan JMB's business include significant financial distress, the critical need for regulatory compliance and associated liability in the life sciences cold chain, and intense competitive pressures coupled with the risk of technological obsolescence or operational failure of its proprietary systems.

  1. Financial Distress and Poor Profitability: Callan JMB exhibits significant financial challenges, including an Altman Z-Score indicating distress, negative operating and net margins, and poor earnings quality. The company has reported no revenue growth over the past three years, substantial operational inefficiencies, and significant losses, with a struggling pretax profit margin and negative operating cash flow.

  2. Regulatory Compliance and High-Stakes Liability: Operating in the life sciences cold chain, Callan JMB faces stringent regulations such as Good Manufacturing Practices (cGMP) and Good Distribution Practices (cGDP). Failure to adhere to these standards when handling sensitive materials like personalized medicine, cell therapies, vaccines, and organs can lead to severe penalties, product recalls, significant financial losses, damage to reputation, and even endanger patient safety. The industry is highly susceptible to temperature excursions and other disruptions, with the pharmaceutical sector alone losing billions annually due to cold chain failures.

  3. Competitive Pressure and Risk of Technological Obsolescence/Operational Failure: Callan JMB operates in a competitive and evolving market, positioning its solutions as disruptive alternatives to older technologies. This environment implies a continuous threat of new, more advanced, or cost-effective solutions emerging from competitors, potentially rendering Callan JMB's offerings less competitive. Furthermore, the company's business model relies heavily on its proprietary technologies, including the Sentry cloud-based logistics platform, the Ship2Q® disinfection process, and reusable Greenbox shippers. Any operational failures, cybersecurity breaches, or inability to consistently maintain the efficacy and integrity of these complex systems could severely impact service delivery, undermine client trust, and jeopardize its economic model.

AI Analysis | Feedback

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AI Analysis | Feedback

Callan JMB (CJMB) operates within several significant addressable markets related to life sciences logistics and software.

The primary services of Callan JMB, which encompass thermal management logistics solutions for the life sciences industry, including cryogenic and frozen shipping for products like personalized medicine, cell therapies, vaccines, organs, and biopharmaceuticals, fall within the:

  • Global Biopharmaceutical Cold Chain Logistics Market: This market was valued at approximately USD 18.23 billion in 2024 and is projected to grow to USD 51.58 billion by 2034, exhibiting a Compound Annual Growth Rate (CAGR) of 10.98% from 2025 to 2034. North America held the largest revenue share in this market in 2024.
  • A specialized segment, the Global Cryo-Shipping Logistics for Cell Therapies Market, reached USD 1.34 billion in 2024 and is expected to grow at a robust CAGR of 17.2% to approximately USD 5.08 billion by 2033. North America currently dominates this specific market. The deep-frozen/ultra-low temperature segment (below -20°C) of the broader cold chain logistics market, which is highly relevant to Callan JMB's offerings, is projected to grow at an 8.22% CAGR through 2031. Callan JMB is also making a strategic shift towards cold-chain infrastructure to support the $100 billion GLP-1 pharmaceutical market.

Callan JMB's sophisticated cloud-based logistics operating platform, branded as the "Sentry" system, addresses a part of the:

  • Global Life Science Software Market: This market was valued at USD 16.11 billion in 2024 and is projected to expand to USD 36.25 billion by 2032, growing at a CAGR of approximately 10.8% during 2025–2032. North America holds the largest share of this market.

While Callan JMB also offers a Ship2Q® ultraviolet disinfection process, a specific addressable market size for this unique service component was not readily available as it typically integrates with their broader logistics solutions.

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Callan JMB (CJMB) anticipates several key drivers for its future revenue growth over the next two to three years, primarily by expanding its specialized logistics services and leveraging strategic partnerships.

Here are the expected drivers of future revenue growth:

  • Expansion into New Vertical Markets: Callan JMB is actively pursuing growth opportunities by expanding its thermal management logistics solutions into specific new markets. These include glucagon-like peptide receptor-1 (GLP-1) pharmaceutical transportation, compounding pharmacy logistics, and premium food packaging services.
  • Strategic Partnership with Attune Biotech for Therapeutic Deployment: A significant driver is the strategic teaming agreement with Attune Biotech. Under this agreement, Callan JMB provides manufacturing oversight, federal deployment, and commercialization support for Attune's multi-asset therapeutic pipeline, including an investigational drug for Long COVID (lodonal™). This partnership is projected to contribute approximately $25 million to $45 million in revenue for Callan JMB over the next five years.
  • Leveraging Proprietary Technology and Reusable Packaging Solutions: The company plans to expand its business by utilizing its advanced cloud-based Sentry logistics operating platform, which offers GPS tracking and precise temperature diagnostics, and its proprietary Greenbox reusable thermal shippers. These solutions are designed to ensure the integrity, safety, and quality of temperature-sensitive goods, providing comprehensive and economical alternatives in logistics, thereby attracting new clients and deepening existing relationships across various industries.
  • Continued Growth in Emergency Preparedness and Response: Callan JMB's established expertise in emergency preparedness and response remains a core area of focus. This legacy business, which involves protecting critical medical materials and vaccines, is expected to continue contributing to revenue growth, particularly given its relevance in current global events.

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Share Issuance

  • Callan JMB Inc. completed its Initial Public Offering (IPO) in February 2025, pricing 1,280,000 shares of common stock at $4.00 per share, resulting in approximately $5.12 million in gross proceeds.
  • Following the IPO, underwriters partially exercised their over-allotment option, leading to the issuance of an additional 163,569 shares at $4.00 each, generating an extra $654,276 in gross proceeds.
  • The company has an active common stock purchase agreement with Hexstone Capital, LLC, which was amended in March 2026 to extend its maturity date to April 1, 2027, serving as an ongoing source of equity financing.

Inbound Investments

  • Callan JMB Inc. raised approximately $4.73 million in net proceeds from its initial public offering in February 2025.
  • The net proceeds from the IPO are primarily designated for sales support, marketing efforts, customer expansion, and general corporate purposes, including working capital.
  • The equity purchase agreement with Hexstone Capital, LLC, which allows for the sale of common stock over time, represents a continuing capital source for the company.

Capital Expenditures

  • In January 2026, Callan JMB initiated the phase-one retrofitting of its Texas facility to accommodate high-capacity pharmaceutical-grade refrigeration units, signaling a strategic investment in cold-chain infrastructure.
  • The company is deploying a new line of proprietary, eco-friendly thermal shippers equipped with real-time IoT sensors, indicating capital investment in advanced packaging technology.

Latest Trefis Analyses

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Recent Active Movers

Peer Comparisons

Peers to compare with:

Financials

CJMBCYRXBLFSUPSFDXWSTMedian
NameCallan J.CryoPort BioLife .United P.FedEx West Pha. 
Mkt Price0.7014.7724.90107.24328.78329.7166.07
Mkt Cap0.00.71.291.277.623.712.5
Rev LTM518310088,31791,9333,2211,702
Op Inc LTM-7-39-157,4686,466690341
FCF LTM-5-26-24,5164,371458228
FCF 3Y Avg--37-35,1683,712384384
CFO LTM-5-1188,3568,179715367
CFO 3Y Avg--869,5598,152712712

Growth & Margins

CJMBCYRXBLFSUPSFDXWSTMedian
NameCallan J.CryoPort BioLife .United P.FedEx West Pha. 
Rev Chg LTM-13.5%14.0%27.5%-2.9%4.7%11.2%8.0%
Rev Chg 3Y Avg--5.4%12.6%-3.6%-0.2%3.9%-0.2%
Rev Chg Q-23.7%16.5%24.7%-1.6%8.3%21.0%12.4%
QoQ Delta Rev Chg LTM-6.0%3.8%5.8%-0.4%2.0%4.8%2.9%
Op Inc Chg LTM-102.9%17.5%-813.6%-12.4%7.9%16.4%-2.2%
Op Inc Chg 3Y Avg--11.7%-248.5%-14.1%5.1%-1.6%-11.7%
Op Mgn LTM-129.2%-21.4%-15.4%8.5%7.0%21.4%-4.2%
Op Mgn 3Y Avg--30.6%-14.5%9.0%6.9%21.5%6.9%
QoQ Delta Op Mgn LTM-15.8%-0.6%1.4%-0.4%0.0%0.7%-0.2%
CFO/Rev LTM-86.7%-0.3%17.9%9.5%8.9%22.2%9.2%
CFO/Rev 3Y Avg--5.3%3.9%10.7%9.2%23.7%9.2%
FCF/Rev LTM-98.6%-14.3%-1.8%5.1%4.8%14.2%1.5%
FCF/Rev 3Y Avg--23.4%-6.1%5.8%4.2%12.7%4.2%

Valuation

CJMBCYRXBLFSUPSFDXWSTMedian
NameCallan J.CryoPort BioLife .United P.FedEx West Pha. 
Mkt Cap0.00.71.291.277.623.712.5
P/S0.74.012.11.00.87.42.5
P/Op Inc-0.5-18.8-78.612.212.034.45.7
P/EBIT-0.4-22.5-78.611.611.635.35.6
P/E-0.49.7-407.517.417.343.713.5
P/CFO-0.8-1,465.267.410.99.533.210.2
Total Yield-260.3%10.3%-0.2%11.7%7.5%2.4%5.0%
Dividend Yield0.0%0.0%0.0%5.9%1.8%0.1%0.1%
FCF Yield 3Y Avg--8.1%-0.4%5.2%5.2%1.9%1.9%
D/E0.60.30.00.30.50.00.3
Net D/E0.2-0.2-0.10.30.4-0.00.1

Returns

CJMBCYRXBLFSUPSFDXWSTMedian
NameCallan J.CryoPort BioLife .United P.FedEx West Pha. 
1M Rtn-10.6%5.5%4.0%6.2%4.5%4.2%4.4%
3M Rtn-61.4%81.2%29.9%11.6%15.8%36.7%22.9%
6M Rtn-49.8%51.5%-2.2%9.8%41.3%20.1%15.0%
12M Rtn-83.5%131.9%17.3%15.5%86.4%53.3%35.3%
3Y Rtn-82.9%-18.4%8.2%-25.3%87.8%-9.5%-14.0%
1M Excs Rtn-2.4%4.4%3.2%7.9%6.0%7.4%5.2%
3M Excs Rtn-78.8%68.9%17.2%-1.1%-0.0%24.4%8.6%
6M Excs Rtn-70.6%47.3%-11.6%-1.7%35.4%11.5%4.9%
12M Excs Rtn-108.0%92.9%-9.2%-9.4%63.7%26.8%8.8%
3Y Excs Rtn-153.8%-104.2%-63.6%-98.6%19.1%-77.2%-87.9%

Comparison Analyses

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Financials

Segment Financials

Revenue by Segment
$ Mil2025202420232022
Single Segment671323
Total671323


Price Behavior

Price Behavior
Market Price$0.70 
Market Cap ($ Bil)0.0 
First Trading Date02/05/2025 
Distance from 52W High-87.7% 
   50 Days200 Days
DMA Price$0.94$4.08
DMA Trenddowndown
Distance from DMA-25.0%-82.8%
 3M1YR
Volatility111.3%296.5%
Downside Capture567.08333.22
Upside Capture-6.9232.71
Correlation (SPY)22.4%5.8%
CJMB Betas & Captures as of 5/31/2026

 1M2M3M6M1Y3Y
Beta1.650.931.452.581.380.59
Up Beta-4.02-1.640.11-4.94-3.36-2.24
Down Beta-0.811.633.603.502.89-0.57
Up Capture-86%-45%-26%169%6%17%
Bmk +ve Days13283667141432
Stock +ve Days6132650102140
Down Capture1060%782%311%308%196%108%
Bmk -ve Days7132757109318
Stock -ve Days12253469134175

[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-83.1%295.9%0.07-
Sector ETF (XLI)29.7%16.2%1.425.9%
Equity (SPY)26.1%12.4%1.595.8%
Gold (GLD)24.1%27.5%0.77-5.0%
Commodities (DBC)18.5%18.8%0.77-6.7%
Real Estate (VNQ)11.8%13.8%0.574.7%
Bitcoin (BTCUSD)-40.2%42.5%-1.09-1.8%

Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 5-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with CJMB
CJMB-29.6%264.0%0.16-
Sector ETF (XLI)13.8%17.5%0.625.6%
Equity (SPY)13.4%17.1%0.614.8%
Gold (GLD)17.1%18.3%0.76-4.0%
Commodities (DBC)7.5%19.4%0.28-4.5%
Real Estate (VNQ)2.1%18.9%0.015.2%
Bitcoin (BTCUSD)9.4%54.1%0.370.7%

Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 10-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with CJMB
CJMB-16.1%264.0%0.16-
Sector ETF (XLI)14.4%20.0%0.635.6%
Equity (SPY)15.4%18.0%0.734.8%
Gold (GLD)12.2%16.1%0.62-4.0%
Commodities (DBC)6.0%18.0%0.26-4.5%
Real Estate (VNQ)5.4%20.7%0.235.2%
Bitcoin (BTCUSD)59.9%66.8%1.000.7%

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Short Interest

Short Interest: As Of Date5292026
Short Interest: Shares Quantity0.1 Mil
Short Interest: % Change Since 515202662.1%
Average Daily Volume0.8 Mil
Days-to-Cover Short Interest1
Basic Shares Quantity5.5 Mil
Short % of Basic Shares1.6%

Earnings Returns History

Updated 6/11/2026
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 Forward Returns
Earnings Date1D Returns5D Returns21D Returns
3/31/2026-0.8%0.8%-11.2%
11/14/20253.6%-16.1%-52.1%
8/14/2025-3.1%-4.2%-3.0%
5/15/2025-0.7%-1.0%-24.8%
SUMMARY STATS   
# Positive110
# Negative334
Median Positive3.6%0.8% 
Median Negative-0.8%-4.2%-18.0%
Max Positive3.6%0.8% 
Max Negative-3.1%-16.1%-52.1%
Collapse to Preview
 Forward Returns
Earnings Date1D Returns5D Returns21D Returns
3/31/2026-0.8%0.8%-11.2%
11/14/20253.6%-16.1%-52.1%
8/14/2025-3.1%-4.2%-3.0%
5/15/2025-0.7%-1.0%-24.8%
SUMMARY STATS   
# Positive110
# Negative334
Median Positive3.6%0.8% 
Median Negative-0.8%-4.2%-18.0%
Max Positive3.6%0.8% 
Max Negative-3.1%-16.1%-52.1%

SEC Filings

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Report DateFiling DateFiling
03/31/202605/15/202610-Q
12/31/202503/31/202610-K
09/30/202511/14/202510-Q
06/30/202508/14/202510-Q
03/31/202505/15/202510-Q
12/31/202403/28/202510-K
09/30/202402/06/2025424B4
06/30/202410/29/2024S-1
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Report DateFiling DateFiling
03/31/202605/15/202610-Q
12/31/202503/31/202610-K
09/30/202511/14/202510-Q
06/30/202508/14/202510-Q
03/31/202505/15/202510-Q
12/31/202403/28/202510-K
09/30/202402/06/2025424B4
06/30/202410/29/2024S-1

Insider Activity

Updated 4/26/2026
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#OwnerTitleHoldingActionFiling DatePriceSharesTransacted
Value
Value of
Held Shares
Form
1Croyle, David JChief Medical OfficerRollover IRABuy32620261.7510,19517,8411,400,000Form
2Croyle, David JChief Medical OfficerRollover IRABuy31020261.7614,80526,0861,391,636Form
3Dial, GeraldDirectBuy10620261.202,0002,4092,409Form
4Williams, Wayne DCEO, Chairman and PresidentHealth Hero America, LLCBuy121820251.735,0008,650145,934Form
5Williams, Wayne DCEO, Chairman and PresidentHealth Hero America, LLCBuy121520251.7010,81018,377134,904Form
Collapse to Preview
#OwnerTitleHoldingActionFiling DatePriceSharesTransacted
Value
Value of
Held Shares
Form
1Croyle, David JChief Medical OfficerRollover IRABuy32620261.7510,19517,8411,400,000Form
2Croyle, David JChief Medical OfficerRollover IRABuy31020261.7614,80526,0861,391,636Form
3Dial, GeraldDirectBuy10620261.202,0002,4092,409Form
4Williams, Wayne DCEO, Chairman and PresidentHealth Hero America, LLCBuy121820251.735,0008,650145,934Form
5Williams, Wayne DCEO, Chairman and PresidentHealth Hero America, LLCBuy121520251.7010,81018,377134,904Form
6Williams, Wayne DCEO, Chairman and PresidentDirectBuy121520251.754,9268,6203,968,104Form
7Williams, Wayne DCEO, Chairman and PresidentDirectBuy121520251.79621114,049,986Form
8Williams, Wayne DCEO, Chairman and PresidentHealth Hero America, LLCBuy121220251.6530,85650,912113,099Form
9Williams, Wayne DCEO, Chairman and PresidentHealth Hero America, LLCBuy121220251.6513,68922,58763,837Form
10Duke, Liberty SmithDirectBuy121020251.526129302,298Form
11Duke, Liberty SmithDirectBuy121020251.569001,4041,404Form
12Croyle, David JChief Medical OfficerRollover IRABuy40320254.5025,000112,5003,487,500Form
Core Cache Last Updated: 6/22/2026