Core Molding Technologies (CMT)
Market Price (3/11/2026): $19.58 | Market Cap: $167.6 MilSector: Materials | Industry: Specialty Chemicals
Core Molding Technologies (CMT)
Market Price (3/11/2026): $19.58Market Cap: $167.6 MilSector: MaterialsIndustry: Specialty Chemicals
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
| Cash is significant % of market capNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is -13% | Weak multi-year price returns2Y Excs Rtn is -30%, 3Y Excs Rtn is -55% | Weak revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is -17%, Rev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -10%, Rev Chg QQuarterly Revenue Change % is -20% |
| Low stock price volatilityVol 12M is 37% | Key risksCMT key risks include [1] significant dependence on a few major customers and the potential completion of their production programs and [2] heavy exposure to cyclical demand in the truck and powersports markets, Show more. | |
| Megatrend and thematic driversMegatrends include Advanced Materials, Electric Vehicles & Autonomous Driving, and Sustainable Infrastructure. Themes include Lightweight Composites, Show more. |
| Cash is significant % of market capNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is -13% |
| Low stock price volatilityVol 12M is 37% |
| Megatrend and thematic driversMegatrends include Advanced Materials, Electric Vehicles & Autonomous Driving, and Sustainable Infrastructure. Themes include Lightweight Composites, Show more. |
| Weak multi-year price returns2Y Excs Rtn is -30%, 3Y Excs Rtn is -55% |
| Weak revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is -17%, Rev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -10%, Rev Chg QQuarterly Revenue Change % is -20% |
| Key risksCMT key risks include [1] significant dependence on a few major customers and the potential completion of their production programs and [2] heavy exposure to cyclical demand in the truck and powersports markets, Show more. |
Qualitative Assessment
AI Analysis | Feedback
Core Molding Technologies (CMT) stock has gained about 5% since 11/30/2025 because of the following key factors:
1. Core Molding Technologies (CMT) exceeded Q4 2025 earnings and revenue forecasts, driving positive stock movement. The company reported Non-GAAP earnings per share (EPS) of $0.36, surpassing analyst estimates of $0.23 by 55.2%. Additionally, Q4 revenue reached $74.7 million, exceeding expectations by 11.3%. This strong performance was partly attributed to elevated tooling revenue and robust product sales in powersports and building products, which helped offset lower truck volumes.
2. Significant new business wins and strategic diversification efforts contributed to a positive outlook. Core Molding Technologies secured $63 million in new business wins for the full year 2025. Over 65% of these new wins are outside the company's largest end markets, such as trucks and powersports, indicating successful diversification. The company also launched proprietary sheet molding compound (SMC) into Building Products, generating nearly $10 million in revenue.
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1. Core Molding Technologies (CMT) exceeded Q4 2025 earnings and revenue forecasts, driving positive stock movement. The company reported Non-GAAP earnings per share (EPS) of $0.36, surpassing analyst estimates of $0.23 by 55.2%. Additionally, Q4 revenue reached $74.7 million, exceeding expectations by 11.3%. This strong performance was partly attributed to elevated tooling revenue and robust product sales in powersports and building products, which helped offset lower truck volumes.
2. Significant new business wins and strategic diversification efforts contributed to a positive outlook. Core Molding Technologies secured $63 million in new business wins for the full year 2025. Over 65% of these new wins are outside the company's largest end markets, such as trucks and powersports, indicating successful diversification. The company also launched proprietary sheet molding compound (SMC) into Building Products, generating nearly $10 million in revenue.
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Stock Movement Drivers
Fundamental Drivers
The 3.5% change in CMT stock from 11/30/2025 to 3/10/2026 was primarily driven by a 3.5% change in the company's P/E Multiple.| (LTM values as of) | 11302025 | 3102026 | Change |
|---|---|---|---|
| Stock Price ($) | 18.90 | 19.56 | 3.5% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 262 | 262 | 0.0% |
| Net Income Margin (%) | 3.1% | 3.1% | 0.0% |
| P/E Multiple | 20.0 | 20.7 | 3.5% |
| Shares Outstanding (Mil) | 9 | 9 | 0.0% |
| Cumulative Contribution | 3.5% |
Market Drivers
11/30/2025 to 3/10/2026| Return | Correlation | |
|---|---|---|
| CMT | 3.5% | |
| Market (SPY) | -0.9% | 13.2% |
| Sector (XLB) | 11.6% | 20.7% |
Fundamental Drivers
The 1.9% change in CMT stock from 8/31/2025 to 3/10/2026 was primarily driven by a 17.9% change in the company's P/E Multiple.| (LTM values as of) | 8312025 | 3102026 | Change |
|---|---|---|---|
| Stock Price ($) | 19.20 | 19.56 | 1.9% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 276 | 262 | -5.3% |
| Net Income Margin (%) | 3.4% | 3.1% | -8.9% |
| P/E Multiple | 17.6 | 20.7 | 17.9% |
| Shares Outstanding (Mil) | 9 | 9 | 0.1% |
| Cumulative Contribution | 1.9% |
Market Drivers
8/31/2025 to 3/10/2026| Return | Correlation | |
|---|---|---|
| CMT | 1.9% | |
| Market (SPY) | 5.3% | 13.7% |
| Sector (XLB) | 8.6% | 21.7% |
Fundamental Drivers
The 42.5% change in CMT stock from 2/28/2025 to 3/10/2026 was primarily driven by a 169.0% change in the company's P/E Multiple.| (LTM values as of) | 2282025 | 3102026 | Change |
|---|---|---|---|
| Stock Price ($) | 13.73 | 19.56 | 42.5% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 314 | 262 | -16.6% |
| Net Income Margin (%) | 4.9% | 3.1% | -37.6% |
| P/E Multiple | 7.7 | 20.7 | 169.0% |
| Shares Outstanding (Mil) | 9 | 9 | 1.8% |
| Cumulative Contribution | 42.5% |
Market Drivers
2/28/2025 to 3/10/2026| Return | Correlation | |
|---|---|---|
| CMT | 42.5% | |
| Market (SPY) | 15.0% | 25.8% |
| Sector (XLB) | 14.0% | 35.5% |
Fundamental Drivers
The 16.4% change in CMT stock from 2/28/2023 to 3/10/2026 was primarily driven by a 43.8% change in the company's Net Income Margin (%).| (LTM values as of) | 2282023 | 3102026 | Change |
|---|---|---|---|
| Stock Price ($) | 16.81 | 19.56 | 16.4% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 364 | 262 | -28.1% |
| Net Income Margin (%) | 2.1% | 3.1% | 43.8% |
| P/E Multiple | 18.1 | 20.7 | 14.6% |
| Shares Outstanding (Mil) | 8 | 9 | -1.7% |
| Cumulative Contribution | 16.4% |
Market Drivers
2/28/2023 to 3/10/2026| Return | Correlation | |
|---|---|---|
| CMT | 16.4% | |
| Market (SPY) | 77.3% | 25.3% |
| Sector (XLB) | 28.6% | 33.5% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| CMT Return | -40% | 53% | 43% | -11% | 21% | -10% | 28% |
| Peers Return | 19% | -10% | 49% | -1% | 9% | 2% | 76% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | -1% | 81% |
Monthly Win Rates [3] | |||||||
| CMT Win Rate | 25% | 50% | 75% | 42% | 67% | 0% | |
| Peers Win Rate | 57% | 43% | 58% | 55% | 57% | 53% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 33% | |
Max Drawdowns [4] | |||||||
| CMT Max Drawdown | -42% | -6% | -1% | -21% | -21% | -10% | |
| Peers Max Drawdown | -6% | -28% | -7% | -17% | -22% | -5% | |
| S&P 500 Max Drawdown | -1% | -25% | -1% | -2% | -15% | -2% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: OC, CSL, PATK, MYE, ROCK.
[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 3/10/2026 (YTD)
How Low Can It Go
| Event | CMT | S&P 500 |
|---|---|---|
| 2022 Inflation Shock | ||
| % Loss | -53.6% | -25.4% |
| % Gain to Breakeven | 115.7% | 34.1% |
| Time to Breakeven | 395 days | 464 days |
| 2020 Covid Pandemic | ||
| % Loss | -69.3% | -33.9% |
| % Gain to Breakeven | 226.2% | 51.3% |
| Time to Breakeven | 33 days | 148 days |
| 2018 Correction | ||
| % Loss | -87.9% | -19.8% |
| % Gain to Breakeven | 729.7% | 24.7% |
| Time to Breakeven | 1,348 days | 120 days |
| 2008 Global Financial Crisis | ||
| % Loss | -88.1% | -56.8% |
| % Gain to Breakeven | 737.5% | 131.3% |
| Time to Breakeven | 1,687 days | 1,480 days |
Compare to OC, CSL, PATK, MYE, ROCK
In The Past
Core Molding Technologies's stock fell -53.6% during the 2022 Inflation Shock from a high on 7/2/2021. A -53.6% loss requires a 115.7% gain to breakeven.
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About Core Molding Technologies (CMT)
Core Molding Technologies, Inc., together with its subsidiaries, operates as a molder of thermoplastic and thermoset structural products. The company offers a range of manufacturing processes that include compression molding of sheet molding compound, resin transfer molding, liquid molding of dicyclopentadiene, spray-up and hand-lay-up, direct long-fiber thermoplastics, and structural foam and structural web injection molding. It serves various markets, including medium and heavy-duty truck, automobile, power sport, construction, agriculture, building products, and other commercial markets in the United States, Mexico, Canada, and internationally. The company was formerly known as Core Materials Corporation and changed its name to Core Molding Technologies, Inc. in August 2002. Core Molding Technologies, Inc. was incorporated in 1996 and is headquartered in Columbus, Ohio.
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Here are 1-3 brief analogies for Core Molding Technologies (CMT):
- Like a specialized Magna International, focused on manufacturing high-strength, lightweight composite parts for heavy-duty trucks, automotive, and other industrial clients.
- Think of it as Lear Corporation or Aptiv, but exclusively dedicated to molding advanced composite body and structural components for vehicles and industrial equipment.
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- Custom Molded Composite Products: Manufactures fiberglass reinforced thermoset and thermoplastic components for various industries including heavy-duty truck, automotive, and industrial markets.
- Sheet Molding Compound (SMC): Produces proprietary and custom sheet molding compounds, a composite material used in various molding processes.
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Core Molding Technologies (CMT) sells primarily to other companies.
Major Customers:
- Navistar: A leading manufacturer of commercial trucks, buses, and engines. Navistar is a subsidiary of Traton SE, which is part of the Volkswagen Group. Navistar itself is not a publicly traded company with its own symbol, as it was acquired by Traton SE.
- PACCAR Inc. (NASDAQ: PCAR): A global technology leader in the design, manufacture, and customer support of high-quality light-, medium-, and heavy-duty trucks under the Kenworth, Peterbilt, and DAF nameplates.
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David L. Duvall, President and Chief Executive Officer
Mr. Duvall joined Core Molding Technologies as Chief Executive Officer and President on October 22, 2018, leading the company through a financial turnaround from financial distress to sustained profitability and growth. Prior to joining Core Molding Technologies, Mr. Duvall served as Group President of the Global Equipment & Tools division at Signode Industrial Group, a Carlyle Group company, from January 2017 to October 2018. Signode was sold to Crown Holdings Inc. during his tenure. Before Signode, he was Senior Vice President and General Manager of Danfoss' Global Hydrostatics Division from 2012 to 2017, based in Germany. From 2008 to 2012, Mr. Duvall was Vice President and General Manager for the Global Valves business at Danfoss and led the carve-out of that business. He also held senior management roles in the industrial and automotive sectors, including Americas General Manager for Fuel Tanks at TI Automotive and Vice President of Operations with VITEC LLC.
John P. Zimmer, Executive Vice President, Treasurer, Secretary, and Chief Financial Officer
Mr. Zimmer, the current CFO, is slated to depart on May 31, 2025, after serving the company for 11 years. During his tenure, he provided strong financial leadership and stability, managed the company's balance sheet, and oversaw its capital allocation strategy.
Alex J. Panda, Executive Vice President, Secretary, Treasurer and Chief Financial Officer (Effective June 1, 2025)
Mr. Panda will assume the CFO role effective June 1, 2025, bringing a decade of experience with Core Molding Technologies. He joined the company in October 2014 and has held several key leadership positions within the Accounting and Finance department, including Vice President, Corporate Controller, Operations Controller, Assistant Corporate Controller, and Financial Reporting Manager. Mr. Panda played a pivotal role in the company's successful turnaround in 2019 and 2020, contributed to operational performance analysis, and assisted in the refinancing of credit facilities. He also helped complete two acquisitions and oversaw international tax strategy implementation.
Eric L. Palomaki, Chief Operating Officer
Mr. Palomaki joined Core Molding Technologies on September 19, 2018, and was appointed Chief Operating Officer in March 2024. He will succeed David Duvall as President and Chief Executive Officer effective June 1, 2026. Prior to Core, Mr. Palomaki was the Vice President of Advanced Manufacturing Engineering at Acuity Brands Lighting from 2013 to 2017. He also held various roles in the automotive industry for North American Lighting and TRW Automotive.
Stephanie Pulliam, Executive Vice President of Human Resources
Ms. Pulliam joined Core Molding Technologies on March 15, 2021, and was appointed to the position of Executive Vice President, Human Resources on January 1, 2025.
AI Analysis | Feedback
The key risks to Core Molding Technologies' (CMT) business include:
- Customer Concentration and Cyclical Industry Dependence: Core Molding Technologies faces significant risk due to its dependence on certain major customers and the cyclical nature of the industries it serves. The potential loss of a major customer, perhaps due to the completion of existing production programs, could materially impact the company. A substantial portion of CMT's revenue, approximately 75%, comes from the truck and powersports markets, making the company highly susceptible to demand fluctuations in these sectors. Recent declines in sales have been attributed to weak trucking demand and a Volvo platform transition. Aggressive expansion efforts in new capacity also heighten exposure to cyclical downturns.
- Raw Material Price Volatility and Supply Chain Risks: The company is exposed to risks related to the availability and cost of raw materials. As a molder of fiberglass reinforced plastics and a compounder of sheet molding compound, Core Molding Technologies is directly impacted by "inflationary pressures" and the general "availability of raw materials". Disruptions or significant price increases in these critical materials can affect production costs and profitability.
- Macroeconomic and Geopolitical Risks: Core Molding Technologies' operations are subject to broader macroeconomic, social, regulatory, and political conditions in the United States, Mexico, and Canada. This includes "volatility in financial markets," the "imposition of new or increased tariffs," and the resulting consequences, which can introduce "global trade uncertainties". The company also cites "safety and security conditions in Mexico" as a potential risk factor, given its manufacturing presence there.
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The clear emerging threat for Core Molding Technologies (CMT) is the increasing shift towards thermoplastic composites from thermoset composites in several key end markets, driven primarily by demand for greater recyclability and faster production cycle times. As a leading manufacturer focused on thermoset composite solutions, CMT faces potential displacement in applications where OEMs and customers prioritize the more straightforward recycling and reprocessing capabilities of thermoplastics, aligning with growing sustainability initiatives and circular economy principles.
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Core Molding Technologies (CMT) operates in the engineered materials market, specializing in molding large surface and structural components from thermoplastic and thermoset materials, including fiber-reinforced plastics and plastic composites. Their primary product offerings and addressable market sizes are as follows:
Composites Market
The composites market encompasses the broad range of materials Core Molding Technologies utilizes and produces.
- Global: The global composites market was valued at approximately USD 132.98 billion in 2024 and is projected to reach nearly USD 249.82 billion by 2032, exhibiting a Compound Annual Growth Rate (CAGR) of 8.2% from 2025 to 2032. Another estimate places the global composites market at USD 118.49 billion in 2024, with a projection to surpass USD 213.32 billion by 2034, growing at a CAGR of 6.05% between 2025 and 2034.
- North America: The North America composites market was valued at USD 20.20 billion in 2024 and is projected to reach USD 27.85 billion by 2030, growing at a CAGR of 5.5% over the 2025-2030 period.
- U.S.: The U.S. composites market size was estimated at USD 15.58 billion in 2023 and is anticipated to grow at a CAGR of 5.3% from 2024 to 2030.
Glass Fiber-Reinforced Plastics (GFRP)
Core Molding Technologies specializes in fiberglass reinforced plastics.
- Global: The global Glass Fiber-reinforced Plastics (GFRP) market size was valued at USD 50.72 billion in 2024 and is expected to reach USD 84.25 billion by 2032, growing at a CAGR of 6.55% during the forecast period. Another report indicates the global GFRP market size was USD 40.27 billion in 2024 and is projected to reach USD 78.14 billion by 2035, with a CAGR of 6.21% from 2025 to 2035.
- North America: North America held a significant share of the global GFRP market, estimated at approximately USD 18.34 billion in 2024 (over 40% of the global market of USD 45841.2 million), with a projected CAGR of 5.2% from 2024 to 2031.
- U.S.: The glass fiber segment accounted for 58.01% of the U.S. composites market in 2023. Based on the total U.S. composites market of USD 15.58 billion in 2023, the glass fiber portion would be approximately USD 9.04 billion in 2023.
Sheet Molding Compound (SMC)
CMT manufactures Sheet Molding Compound (SMC) and utilizes it in their compression molding processes.
- Global: The global Sheet Molding Compound (SMC) market was valued at USD 1.65 billion in 2024 and is projected to grow to USD 2.60 billion by 2035, with a CAGR of 4.22% from 2025 to 2035. Another source reported the global SMC market size as USD 2.99 billion in 2023, poised to grow to USD 4.71 billion by 2032 at a CAGR of 5.3% during the 2025-2032 period. When combined with bulk molding compound (BMC), the global sheet molding and bulk molding compound market size was valued at USD 3.83 billion in 2023 and is expected to grow at a CAGR of 6.39% from 2024 to 2030.
- North America: The North America sheet molding compound (SMC) market is expected to grow at a rapid CAGR from 2024 to 2031. The U.S. market for SMC was identified as the fastest-growing in the North America region.
Molded Plastics (Thermoplastic and Thermoset Structural Products)
Core Molding Technologies molds both thermoplastic and thermoset structural products.
- Global: The global molded plastics market size is forecast to reach US$ 497.6 billion by 2030, after growing at a CAGR of 5.2% during 2024-2030. Another projection shows the global molded plastics market reaching USD 675.7 billion by 2027 from USD 499.1 billion in 2022, at a CAGR of 6.2% during the forecast period. For the more specific injection molded plastics market, the global size was USD 403.85 billion in 2024 and is projected to reach USD 561.58 billion by 2032, with a CAGR of 4.2% during 2024-2032.
- U.S.: The injection molded plastics market in the U.S. is projected to grow significantly, reaching an estimated value of USD 65.32 billion by 2032.
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Core Molding Technologies (CMT) is anticipating several key drivers for future revenue growth over the next two to three years, stemming from strategic investments, market diversification, and a projected recovery in core sectors.
- Expansion into New Markets and Diversification: CMT is actively broadening its customer base beyond its traditional medium and heavy-duty truck markets. The company is strategically targeting and achieving growth in sectors such as building products, industrial and utilities, electric vehicle (EV) batteries, construction, energy, aerospace, and consumer products. In the first quarter of 2025, CMT secured over $15 million in new annual business, with $10 million in building products and $5 million in the EV battery sector.
- New Program Launches and Increased Tooling Revenue: Core Molding Technologies expects substantial revenue contributions from new program launches and an increase in tooling revenue. Management highlighted that tooling revenue is projected to ramp up through 2025 and beyond due to new business wins secured in 2024. The company announced $47 million of new incremental business slated for launch over the next two years.
- Recovery in Key End Markets: Despite recent declines in some of its major end markets, CMT expresses confidence in a recovery within the truck and powersports industries. The company has indicated good visibility into the recovery of these sectors, which is expected to help drive total revenue to over $300 million by 2027. Q3 2025 saw the first year-over-year growth in powersports sales in eight quarters, attributed to new product introductions and increased market share. A truck cycle upturn is anticipated to begin in the second half of 2025 and continue through 2026, influenced by new regulatory changes in 2027.
- Mexico Expansion and Enhanced Capabilities: Significant investments are being made in Mexico to expand manufacturing capabilities. Core Molding Technologies is investing $25 million in a new plant in Monterrey and expanding its Matamoros facility. This expansion is partly driven by a substantial Volvo contract, which is expected to generate approximately $150 million in revenue over the next 7 to 10 years. The Mexico initiatives also include the addition of dicyclopentadiene (DCPD) molding and topcoat paint capabilities, serving growing industries such as the construction and agriculture (con ag) markets.
- Commercialization of Proprietary Sheet Molding Compound (SMC) and Value-Added Products: The company is strategically focusing on the commercialization of its proprietary Sheet Molding Compound (SMC) materials. This focus is expected to lead to shorter "quote-to-cash" cycles and has already resulted in new business wins in the building products sector. CMT is investing in additional sales resources to expand its market share with key partners and to further develop leads for new SMC opportunities, with a broader shift towards high-margin, value-added products to fuel sustained earnings growth.
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Share Repurchases
- The Board of Directors authorized a stock repurchase program of up to $7,500,000 on March 11, 2024.
- As of the end of the third quarter of 2025, the company repurchased 151,584 shares year-to-date at an average price of $14.80.
- Approximately $2 million was invested in stock buybacks in 2025 so far (as of May 2025).
Capital Expenditures
- The company anticipates total capital expenditures for 2025 to be approximately $18 million to $22 million, including investments for Mexico expansion.
- Core Molding Technologies announced a strategic organic investment of $25 million over 18 months, with $8 million to $10 million anticipated to be spent by the end of fiscal 2025, primarily for the expansion of its Matamoros plant and a new facility in Monterrey, Mexico, to support new business wins including Volvo Mexico programs.
- Capital expenditures for the first nine months of 2025 totaled $9.3 million.
Latest Trefis Analyses
| Title | Date | |
|---|---|---|
| DASHBOARDS | ||
| Core Molding Technologies Earnings Notes | 12/16/2025 | |
| Is Core Molding Technologies Stock Built to Withstand a Pullback? | 10/17/2025 |
| Title | |
|---|---|
| ARTICLES |
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Research & Analysis
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Wealth Management
Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 73.87 |
| Mkt Cap | 2.5 |
| Rev LTM | 2,689 |
| Op Inc LTM | 211 |
| FCF LTM | 174 |
| FCF 3Y Avg | 221 |
| CFO LTM | 240 |
| CFO 3Y Avg | 276 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 1.4% |
| Rev Chg 3Y Avg | -3.5% |
| Rev Chg Q | 0.2% |
| QoQ Delta Rev Chg LTM | 0.1% |
| Op Mgn LTM | 9.6% |
| Op Mgn 3Y Avg | 9.9% |
| QoQ Delta Op Mgn LTM | -0.3% |
| CFO/Rev LTM | 10.6% |
| CFO/Rev 3Y Avg | 12.5% |
| FCF/Rev LTM | 7.8% |
| FCF/Rev 3Y Avg | 9.8% |
Valuation
| Median | |
|---|---|
| Name | |
| Mkt Cap | 2.5 |
| P/S | 0.9 |
| P/EBIT | 13.8 |
| P/E | 21.6 |
| P/CFO | 8.9 |
| Total Yield | 4.9% |
| Dividend Yield | 1.4% |
| FCF Yield 3Y Avg | 9.9% |
| D/E | 0.3 |
| Net D/E | 0.3 |
Returns
| Median | |
|---|---|
| Name | |
| 1M Rtn | -15.0% |
| 3M Rtn | 5.1% |
| 6M Rtn | -3.1% |
| 12M Rtn | 20.2% |
| 3Y Rtn | 24.1% |
| 1M Excs Rtn | -12.8% |
| 3M Excs Rtn | 7.6% |
| 6M Excs Rtn | -9.9% |
| 12M Excs Rtn | 2.2% |
| 3Y Excs Rtn | -55.7% |
Price Behavior
Price Behavior
| Market Price | $19.56 | |
| Market Cap ($ Bil) | 0.2 | |
| First Trading Date | 09/16/1988 | |
| Distance from 52W High | -10.8% | |
| 50 Days | 200 Days | |
| DMA Price | $19.43 | $18.63 |
| DMA Trend | up | indeterminate |
| Distance from DMA | 0.7% | 5.0% |
| 3M | 1YR | |
| Volatility | 48.1% | 37.2% |
| Downside Capture | 25.04 | 29.49 |
| Upside Capture | 45.29 | 63.52 |
| Correlation (SPY) | 14.8% | 26.2% |
CMT Betas & Captures as of 2/28/2026
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | -0.04 | 0.66 | 0.66 | 0.55 | 0.51 | 0.77 |
| Up Beta | 0.79 | 1.87 | 1.27 | 0.63 | 0.52 | 0.89 |
| Down Beta | 0.55 | 0.62 | 0.87 | 0.29 | 0.47 | 0.67 |
| Up Capture | -66% | -32% | 27% | 46% | 51% | 35% |
| Bmk +ve Days | 9 | 20 | 31 | 70 | 142 | 431 |
| Stock +ve Days | 10 | 18 | 32 | 69 | 137 | 385 |
| Down Capture | -16% | 107% | 54% | 80% | 51% | 93% |
| Bmk -ve Days | 12 | 21 | 30 | 54 | 109 | 320 |
| Stock -ve Days | 11 | 23 | 29 | 55 | 110 | 358 |
[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 CMT | |
|---|---|---|---|---|
| CMT | 43.6% | 37.4% | 1.04 | - |
| Sector ETF (XLB) | 15.3% | 20.7% | 0.59 | 34.5% |
| Equity (SPY) | 18.7% | 19.1% | 0.77 | 25.2% |
| Gold (GLD) | 79.6% | 26.2% | 2.22 | 10.7% |
| Commodities (DBC) | 19.2% | 17.2% | 0.88 | 14.5% |
| Real Estate (VNQ) | 5.3% | 16.4% | 0.14 | 27.3% |
| Bitcoin (BTCUSD) | -20.4% | 45.5% | -0.36 | 12.2% |
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Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with CMT | |
|---|---|---|---|---|
| CMT | 10.8% | 45.9% | 0.38 | - |
| Sector ETF (XLB) | 7.9% | 18.9% | 0.31 | 27.6% |
| Equity (SPY) | 13.7% | 17.0% | 0.64 | 22.7% |
| Gold (GLD) | 24.5% | 17.2% | 1.16 | 7.8% |
| Commodities (DBC) | 11.6% | 19.0% | 0.50 | 8.8% |
| Real Estate (VNQ) | 5.3% | 18.8% | 0.19 | 18.5% |
| Bitcoin (BTCUSD) | 6.5% | 56.8% | 0.33 | 8.8% |
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 CMT | |
|---|---|---|---|---|
| CMT | 5.7% | 61.5% | 0.35 | - |
| Sector ETF (XLB) | 11.0% | 20.6% | 0.48 | 20.3% |
| Equity (SPY) | 14.9% | 17.8% | 0.72 | 19.4% |
| Gold (GLD) | 15.1% | 15.6% | 0.81 | 0.5% |
| Commodities (DBC) | 8.9% | 17.6% | 0.42 | 8.5% |
| Real Estate (VNQ) | 5.9% | 20.7% | 0.25 | 16.6% |
| Bitcoin (BTCUSD) | 66.0% | 66.8% | 1.05 | 3.5% |
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 |
| 3/10/2026 | 8.4% | ||
| 11/4/2025 | -0.2% | 7.6% | 2.2% |
| 8/5/2025 | 3.0% | 1.5% | 13.6% |
| 3/11/2025 | -0.4% | 6.0% | 6.7% |
| 11/5/2024 | -2.4% | 9.8% | 8.1% |
| 8/6/2024 | 2.5% | -0.6% | 2.9% |
| 3/12/2024 | -0.7% | -6.5% | -7.7% |
| 11/7/2023 | -8.1% | -3.7% | 9.4% |
| ... | |||
| SUMMARY STATS | |||
| # Positive | 5 | 7 | 10 |
| # Negative | 7 | 4 | 1 |
| Median Positive | 4.2% | 6.0% | 10.8% |
| Median Negative | -1.3% | -2.1% | -7.7% |
| Max Positive | 11.0% | 19.2% | 45.8% |
| Max Negative | -8.1% | -6.5% | -7.7% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 09/30/2025 | 11/04/2025 | 10-Q |
| 06/30/2025 | 08/05/2025 | 10-Q |
| 03/31/2025 | 05/08/2025 | 10-Q |
| 12/31/2024 | 03/11/2025 | 10-K |
| 09/30/2024 | 11/05/2024 | 10-Q |
| 06/30/2024 | 08/06/2024 | 10-Q |
| 03/31/2024 | 05/07/2024 | 10-Q |
| 12/31/2023 | 03/12/2024 | 10-K |
| 09/30/2023 | 11/07/2023 | 10-Q |
| 06/30/2023 | 08/08/2023 | 10-Q |
| 03/31/2023 | 05/09/2023 | 10-Q |
| 12/31/2022 | 03/14/2023 | 10-K |
| 09/30/2022 | 11/08/2022 | 10-Q |
| 06/30/2022 | 08/09/2022 | 10-Q |
| 03/31/2022 | 05/10/2022 | 10-Q |
| 12/31/2021 | 03/11/2022 | 10-K |
Insider Activity
Expand for More| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Duvall, David L | Chief Executive Officer | Direct | Sell | 9112025 | 20.32 | 50,000 | 1,016,205 | 3,023,820 | Form |
| 2 | Jauchius, Matthew | Direct | Sell | 9112025 | 19.84 | 6,020 | 119,411 | 1,021,975 | Form | |
| 3 | Panda, Alex Joseph | EVP, Treasurer, Secretary, CFO | Direct | Buy | 8282025 | 19.10 | 200 | 3,820 | 584,384 | Form |
| 4 | Cellitti, Thomas R | Direct | Sell | 8272025 | 18.89 | 6,897 | 130,252 | 1,874,706 | Form | |
| 5 | Cellitti, Thomas R | Direct | Sell | 8272025 | 18.64 | 3,103 | 57,843 | 1,792,621 | 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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