CorVel (CRVL)
Market Price (2/10/2026): $46.0 | Market Cap: $2.4 BilSector: Health Care | Industry: Health Care Services
CorVel (CRVL)
Market Price (2/10/2026): $46.0Market Cap: $2.4 BilSector: Health CareIndustry: Health Care Services
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
| Attractive cash flow generationCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 16%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 11% | Weak multi-year price returns2Y Excs Rtn is -82%, 3Y Excs Rtn is -94% | Key risksCRVL key risks include [1] rapid AI innovation threatening its established business model and competitive position, 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 -41% | ||
| Low stock price volatilityVol 12M is 40% | ||
| Megatrend and thematic driversMegatrends include Digital Health & Telemedicine, and Artificial Intelligence. Themes include Health Data Analytics, Remote Patient Monitoring, Show more. |
| Attractive cash flow generationCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 16%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 11% |
| Valuation becoming less expensiveP/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is -41% |
| Low stock price volatilityVol 12M is 40% |
| Megatrend and thematic driversMegatrends include Digital Health & Telemedicine, and Artificial Intelligence. Themes include Health Data Analytics, Remote Patient Monitoring, Show more. |
| Weak multi-year price returns2Y Excs Rtn is -82%, 3Y Excs Rtn is -94% |
| Key risksCRVL key risks include [1] rapid AI innovation threatening its established business model and competitive position, Show more. |
Qualitative Assessment
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CorVel (CRVL) stock has lost about 40% since 10/31/2025 because of the following key factors:
1. Slower-than-Expected Revenue and Earnings Growth.
CorVel's stock experienced a significant drop following its Q3 FY2026 earnings report, announced on February 3, 2026, for the quarter ending December 31, 2025. The company reported a 3% year-over-year increase in revenue to $236 million and a 2% rise in diluted earnings per share to $0.47, which was seen as "modest relative to expectations" and indicated a deceleration in growth. This performance was a key factor in the stock plunging 26.05% on the day of the announcement.
2. Impact of Increased Effective Tax Rate.
Management specifically highlighted the "normalization of the effective tax rate" as a significant headwind that "tempered earnings results" for Q3 FY2026. This increase in the effective tax rate directly impacted the company's net income and earnings per share, contributing to the weaker-than-anticipated financial performance.
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1. Slower-than-Expected Revenue and Earnings Growth.
CorVel's stock experienced a significant drop following its Q3 FY2026 earnings report, announced on February 3, 2026, for the quarter ending December 31, 2025. The company reported a 3% year-over-year increase in revenue to $236 million and a 2% rise in diluted earnings per share to $0.47, which was seen as "modest relative to expectations" and indicated a deceleration in growth. This performance was a key factor in the stock plunging 26.05% on the day of the announcement.
2. Impact of Increased Effective Tax Rate.
Management specifically highlighted the "normalization of the effective tax rate" as a significant headwind that "tempered earnings results" for Q3 FY2026. This increase in the effective tax rate directly impacted the company's net income and earnings per share, contributing to the weaker-than-anticipated financial performance.
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Stock Movement Drivers
Fundamental Drivers
The -37.8% change in CRVL stock from 10/31/2025 to 2/9/2026 was primarily driven by a -40.7% change in the company's P/E Multiple.| (LTM values as of) | 10312025 | 2092026 | Change |
|---|---|---|---|
| Stock Price ($) | 73.95 | 46.00 | -37.8% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 919 | 941 | 2.5% |
| Net Income Margin (%) | 11.0% | 11.2% | 2.3% |
| P/E Multiple | 37.7 | 22.3 | -40.7% |
| Shares Outstanding (Mil) | 51 | 51 | 0.1% |
| Cumulative Contribution | -37.8% |
Market Drivers
10/31/2025 to 2/9/2026| Return | Correlation | |
|---|---|---|
| CRVL | -37.8% | |
| Market (SPY) | 1.7% | 18.9% |
| Sector (XLV) | 8.4% | 30.8% |
Fundamental Drivers
The -48.1% change in CRVL stock from 7/31/2025 to 2/9/2026 was primarily driven by a -53.3% change in the company's P/E Multiple.| (LTM values as of) | 7312025 | 2092026 | Change |
|---|---|---|---|
| Stock Price ($) | 88.60 | 46.00 | -48.1% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 896 | 941 | 5.1% |
| Net Income Margin (%) | 10.6% | 11.2% | 5.7% |
| P/E Multiple | 47.8 | 22.3 | -53.3% |
| Shares Outstanding (Mil) | 51 | 51 | 0.1% |
| Cumulative Contribution | -48.1% |
Market Drivers
7/31/2025 to 2/9/2026| Return | Correlation | |
|---|---|---|
| CRVL | -48.1% | |
| Market (SPY) | 10.1% | 17.9% |
| Sector (XLV) | 20.4% | 25.2% |
Fundamental Drivers
The -60.3% change in CRVL stock from 1/31/2025 to 2/9/2026 was primarily driven by a -69.4% change in the company's P/E Multiple.| (LTM values as of) | 1312025 | 2092026 | Change |
|---|---|---|---|
| Stock Price ($) | 115.85 | 46.00 | -60.3% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 846 | 941 | 11.3% |
| Net Income Margin (%) | 9.6% | 11.2% | 16.5% |
| P/E Multiple | 73.0 | 22.3 | -69.4% |
| Shares Outstanding (Mil) | 51 | 51 | 0.2% |
| Cumulative Contribution | -60.3% |
Market Drivers
1/31/2025 to 2/9/2026| Return | Correlation | |
|---|---|---|
| CRVL | -60.3% | |
| Market (SPY) | 16.3% | 29.2% |
| Sector (XLV) | 7.8% | 27.1% |
Fundamental Drivers
The -22.5% change in CRVL stock from 1/31/2023 to 2/9/2026 was primarily driven by a -53.3% change in the company's P/E Multiple.| (LTM values as of) | 1312023 | 2092026 | Change |
|---|---|---|---|
| Stock Price ($) | 59.39 | 46.00 | -22.5% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 690 | 941 | 36.5% |
| Net Income Margin (%) | 9.4% | 11.2% | 19.4% |
| P/E Multiple | 47.8 | 22.3 | -53.3% |
| Shares Outstanding (Mil) | 52 | 51 | 1.6% |
| Cumulative Contribution | -22.5% |
Market Drivers
1/31/2023 to 2/9/2026| Return | Correlation | |
|---|---|---|
| CRVL | -22.5% | |
| Market (SPY) | 77.1% | 32.8% |
| Sector (XLV) | 22.7% | 32.8% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| CRVL Return | 96% | -30% | 70% | 35% | -39% | -28% | 38% |
| Peers Return | 29% | 11% | 30% | -2% | -9% | -5% | 59% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 1% | 85% |
Monthly Win Rates [3] | |||||||
| CRVL Win Rate | 83% | 25% | 67% | 67% | 33% | 50% | |
| Peers Win Rate | 55% | 57% | 48% | 55% | 58% | 10% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 50% | |
Max Drawdowns [4] | |||||||
| CRVL Max Drawdown | -7% | -37% | -3% | -9% | -40% | -28% | |
| Peers Max Drawdown | -7% | -13% | -14% | -17% | -25% | -8% | |
| S&P 500 Max Drawdown | -1% | -25% | -1% | -2% | -15% | -1% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: AJG, CRD-A, CI, UNH, ELV.
[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 2/9/2026 (YTD)
How Low Can It Go
| Event | CRVL | S&P 500 |
|---|---|---|
| 2022 Inflation Shock | ||
| % Loss | -37.1% | -25.4% |
| % Gain to Breakeven | 59.0% | 34.1% |
| Time to Breakeven | 328 days | 464 days |
| 2020 Covid Pandemic | ||
| % Loss | -50.7% | -33.9% |
| % Gain to Breakeven | 102.9% | 51.3% |
| Time to Breakeven | 217 days | 148 days |
| 2018 Correction | ||
| % Loss | -20.9% | -19.8% |
| % Gain to Breakeven | 26.4% | 24.7% |
| Time to Breakeven | 175 days | 120 days |
| 2008 Global Financial Crisis | ||
| % Loss | -66.6% | -56.8% |
| % Gain to Breakeven | 199.8% | 131.3% |
| Time to Breakeven | 699 days | 1,480 days |
Compare to AJG, CRD-A, CI, UNH, ELV
In The Past
CorVel's stock fell -37.1% during the 2022 Inflation Shock from a high on 1/3/2022. A -37.1% loss requires a 59.0% gain to breakeven.
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About CorVel (CRVL)
CorVel Corporation provides workers' compensation, auto, liability, and health solutions for employers, third party administrators, insurance companies, and government agencies to assist them in managing the medical costs and monitoring the quality of care associated with healthcare claims. It applies technology, including artificial intelligence, machine learning, and natural language processing to enhance the managing of episodes of care and the related health care costs. The company offers network solutions services, including automated medical fee auditing, preferred provider management and reimbursement services, retrospective utilization review, facility claim review, professional review, pharmacy services, directed care services, Medicare solutions, clearinghouse services, independent medical examinations, and inpatient medical bill review. It also provides a range of patient management services, such as claims management, case management, 24/7 nurse triage, utilization management, vocational rehabilitation, and life care planning, as well as processing of claims for self-insured payors with respect to property and casualty insurance. The company was incorporated in 1987 and is headquartered in Fort Worth, Texas.
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1. ADP for workers' compensation and auto claims management.
2. Optum for injury claims and healthcare cost management.
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- Workers' Compensation Solutions: Comprehensive services managing medical care, claims administration, and return-to-work programs for workplace injuries.
- Auto & Liability Solutions: Medical management and cost containment services for auto accident and other liability claims.
- Group Health Solutions: Health management services, including utilization review and case management, for employer-sponsored health plans.
- Claims Administration (TPA Services): Third-Party Administrator services encompassing claims processing and benefit payment for self-insured organizations.
- PPO Network Solutions: Development and management of preferred provider networks to provide discounted medical services for all types of claims.
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CorVel (CRVL) sells primarily to other companies (B2B) rather than individuals.
CorVel does not publicly disclose the names of its specific major customer companies. This is common for B2B service providers due to client confidentiality, and CorVel's SEC filings indicate that no single customer accounts for more than 10% of its revenues, meaning there isn't one overriding "major" customer that requires specific disclosure.
However, CorVel's major customers can be categorized into the following types of organizations:
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Insurance Companies: This category includes a wide range of insurers, such as workers' compensation carriers, property and casualty insurers (for auto and liability claims), and group health insurance companies. These entities utilize CorVel's services for claims management, medical cost containment, network solutions, and pharmacy benefits management.
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Third-Party Administrators (TPAs): CorVel partners with TPAs that manage claims on behalf of various organizations. These TPAs leverage CorVel's integrated solutions, including care management, medical review, bill review, and data analytics, to provide efficient and cost-effective claims services to their own clients.
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Self-Insured Entities: A significant portion of CorVel's client base consists of large employers, municipalities, and state and federal agencies that self-insure their workers' compensation, liability, or employee health benefits. These self-insured organizations engage CorVel to manage their claims, control medical expenditures, and ensure compliant and timely claims resolution.
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Michael G. Combs, President & CEO, Chairman
Michael G. Combs has been with CorVel for over 30 years, initially joining the company as a software engineer in October 1991. He advanced through several leadership roles, including Vice President of Information Systems, Deputy Chief Information Officer, Chief Information Officer, and President, before being appointed Chief Executive Officer in January 2019 and Chairman in November 2024. Prior to his extensive career at CorVel, Mr. Combs gained experience as a software engineer at SAIC from 1989 to October 1991.
Brian Nichols, Chief Financial Officer
Brian Nichols serves as the Chief Financial Officer for CorVel.
Maxim Shishin, Chief Information Officer
Maxim Shishin is the Chief Information Officer at CorVel Corporation. He previously held the position of VP of Information Systems at CorVel and worked as a Software Developer at In Think Corporation.
Mark E. Bertels, Executive Vice President, Risk Management Services
Mark E. Bertels is the Executive Vice President of Risk Management Services at CorVel.
Jeff Gurtcheff, Chief Claims Officer
Jeff Gurtcheff holds the position of Chief Claims Officer at CorVel.
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The key risks to CorVel's business include:
- Rapid AI Innovation and Technological Changes: CorVel faces headwinds from rapid AI innovation, which may level the competitive landscape and dampen investor sentiment. While CorVel invests in artificial intelligence, the rapid proliferation and evolution of AI technologies pose an elevated risk to the company's established business model and competitive position.
- Shortage of Qualified Professionals: There is a significant concern within the industry regarding a lack of qualified professionals, with more workers reportedly exiting the space than entering it. This shortage could impede CorVel's ability to grow, despite its efforts to address the problem through initiatives like its own university.
- Competitive and Regulatory Pressures: CorVel operates in a highly competitive and regulated healthcare cost containment industry. The company experiences pricing pressure, particularly in its CERiS segment. The workers' compensation space, which accounts for a significant portion of CorVel's revenue, is subject to complex state and federal laws, and changes in these regulations can necessitate costly system updates or alter the economics of services. Furthermore, CorVel competes with larger entities and faces the risk of customers developing in-house capabilities.
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CorVel (CRVL) operates predominantly in the United States, with less than 2% of its revenue derived from international markets. The addressable markets for its main products and services in the U.S. are as follows:
- Workers' Compensation Solutions: The U.S. Workers' Compensation Insurance market size was approximately $56.7 billion in 2024. CorVel provides comprehensive workers' compensation solutions, including claims management and cost containment services.
- Pharmacy Benefit Management (PBM): The U.S. Pharmacy Benefit Management market size was $638.0 billion in 2025. CorVel offers pharmacy benefit management services.
- Medical Bill Review and Auditing: The U.S. medical billing outsourcing market size was estimated at $6.28 billion in 2024 and is projected to grow to $6.95 billion in 2025. This market is expected to reach approximately $18.74 billion by 2034. CorVel provides hospital bill auditing and payment integrity solutions.
- Telehealth and Virtual Care Services: The U.S. telehealth market size was valued at $42.6 billion in 2024 and is anticipated to increase to $52.76 billion in 2025. CorVel offers virtual care services, including telehealth.
- Disability Management Services: The U.S. Disability Insurance market was valued at $1.7 billion in 2024 and is anticipated to reach approximately $4.6 billion by 2034. CorVel provides disability management services.
- Enterprise Risk Management Services: The United States risk management market size reached $3.3 billion in 2024 and is expected to reach $8.3 billion by 2033. CorVel offers comprehensive risk management solutions.
- Auto Liability Claims Management: The specific addressable market size for auto liability claims management within the U.S. is not distinctly provided in the search results. While the broader North America Insurance Claims Management market was $6,033.55 million in 2024, this includes various insurance types and a wider geographical scope than requested. Therefore, a precise U.S. market size for auto liability claims management cannot be identified.
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Here are 3-5 expected drivers of future revenue growth for CorVel (CRVL) over the next 2-3 years:
- Advancements and Deployment of Artificial Intelligence (AI) and Generative AI: CorVel is heavily investing in and deploying AI and Generative AI functionalities across its operations. These technologies are expected to drive revenue growth by increasing efficiencies in claims management, automating objective tasks, improving cost containment, optimizing claims, and enhancing fraud detection. For example, AI is being used in the review of clinical bills to identify anomalies and document activities, allowing users to focus on reviewing procedures and achieving optimal cost containment.
- Growth in Network Solutions and Patient Management Services: The company anticipates continued growth in both its Network Solutions and Patient Management segments. This growth is driven by expanding business with existing partners through new service offerings and enhanced programs like bill review. CorVel has seen increased utilization of its CERiS, Ancillary Care, and Bill Review Solutions. Its patient management services, including Third Party Administration (TPA) customers, have also been a significant contributor to overall revenue growth.
- Strategic Acquisitions: CorVel has demonstrated a strategy of acquiring technology firms to bolster its capabilities and expand its market reach. A recent example includes the acquisition of assets and key talent from a privately held technology firm to enhance the capabilities of its CERIS group health division and strengthen foundational technologies. These acquisitions are expected to be accretive, expanding CorVel's addressable market and accelerating its AI-driven roadmap.
- Expansion of Partnerships and Customer Base: CorVel's growth is also being fueled by the expansion of its services and scale with both existing carrier and payer partners. The company's focus on delivering quality results for existing services enables organic growth through the addition of new services and offerings. Initiatives like CorVel University are also aimed at developing new talent and strengthening long-term capabilities to address workforce challenges, positioning the company as a leader in workforce development.
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CorVel (CRVL) has demonstrated a focused approach to capital allocation over the last 3-5 years, prioritizing share repurchases, managing share issuance through a stock split, and making strategic investments in technology and a recent acquisition.Share Repurchases
- CorVel repurchased 377,154 shares of its common stock in fiscal year 2025.
- The company spent $45.7 million to repurchase 215,313 shares of common stock in fiscal year 2024.
- As of March 31, 2025, CorVel had 2,523,309 shares authorized for repurchase remaining under its program.
Share Issuance
- In December 2024 (fiscal year 2025), CorVel executed a three-for-one forward stock split of its common stock, which retroactively adjusted all prior period share and per share amounts.
- The company grants shares of common stock to key employees, non-employee directors, and consultants under an Omnibus Plan, with 1,775,459 shares available for issuance as of November 3, 2025.
Outbound Investments
- During the first quarter of fiscal year 2026 (ended June 30, 2025), CorVel completed an acquisition to enhance its CERIS group health division.
Capital Expenditures
- CorVel has historically funded its operations and capital expenditures primarily from cash flow from operations.
- A significant focus of capital allocation has been on technological innovation, including increased investment in AI to enhance communication platforms, streamline operations, and implement AI-driven functionality for tasks and fraud detection.
- Investments have been made in system and workflow enhancements to reduce costs, improve customer experience, and optimize day-to-day operations.
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Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 246.75 |
| Mkt Cap | 64.1 |
| Rev LTM | 106,077 |
| Op Inc LTM | 1,409 |
| FCF LTM | 2,471 |
| FCF 3Y Avg | 3,401 |
| CFO LTM | 3,103 |
| CFO 3Y Avg | 4,093 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 11.5% |
| Rev Chg 3Y Avg | 10.8% |
| Rev Chg Q | 10.3% |
| QoQ Delta Rev Chg LTM | 2.4% |
| Op Mgn LTM | 10.3% |
| Op Mgn 3Y Avg | 10.4% |
| QoQ Delta Op Mgn LTM | -0.2% |
| CFO/Rev LTM | 5.8% |
| CFO/Rev 3Y Avg | 6.0% |
| FCF/Rev LTM | 3.9% |
| FCF/Rev 3Y Avg | 4.2% |
Valuation
| Median | |
|---|---|
| Name | |
| Mkt Cap | 64.1 |
| P/S | 0.5 |
| P/EBIT | 9.2 |
| P/E | 15.4 |
| P/CFO | 13.9 |
| Total Yield | 9.3% |
| Dividend Yield | 2.1% |
| FCF Yield 3Y Avg | 4.9% |
| D/E | 0.4 |
| Net D/E | 0.2 |
Returns
| Median | |
|---|---|
| Name | |
| 1M Rtn | -14.9% |
| 3M Rtn | -8.3% |
| 6M Rtn | 9.0% |
| 12M Rtn | -23.3% |
| 3Y Rtn | -9.2% |
| 1M Excs Rtn | -15.8% |
| 3M Excs Rtn | -9.4% |
| 6M Excs Rtn | 0.8% |
| 12M Excs Rtn | -37.4% |
| 3Y Excs Rtn | -78.6% |
Price Behavior
Price Behavior
| Market Price | $46.00 | |
| Market Cap ($ Bil) | 2.4 | |
| First Trading Date | 06/28/1991 | |
| Distance from 52W High | -61.5% | |
| 50 Days | 200 Days | |
| DMA Price | $67.52 | $85.37 |
| DMA Trend | down | down |
| Distance from DMA | -31.9% | -46.1% |
| 3M | 1YR | |
| Volatility | 60.9% | 39.4% |
| Downside Capture | 294.43 | 114.71 |
| Upside Capture | -13.75 | 2.85 |
| Correlation (SPY) | 24.7% | 29.7% |
CRVL 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 | 0.37 | 0.37 | 0.37 | 0.36 | 0.55 | 0.69 |
| Up Beta | 3.03 | 2.40 | 0.95 | 1.11 | 0.83 | 0.92 |
| Down Beta | -0.44 | -0.28 | 0.19 | 0.20 | 0.25 | 0.46 |
| Up Capture | 60% | 10% | 9% | -13% | 10% | 31% |
| Bmk +ve Days | 11 | 22 | 34 | 71 | 142 | 430 |
| Stock +ve Days | 11 | 17 | 26 | 55 | 110 | 367 |
| Down Capture | 8% | 62% | 51% | 61% | 86% | 89% |
| Bmk -ve Days | 9 | 19 | 27 | 54 | 109 | 321 |
| Stock -ve Days | 9 | 24 | 35 | 70 | 139 | 381 |
[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 CRVL | |
|---|---|---|---|---|
| CRVL | -62.2% | 39.7% | -2.34 | - |
| Sector ETF (XLV) | 7.7% | 17.3% | 0.27 | 27.2% |
| Equity (SPY) | 15.5% | 19.4% | 0.62 | 29.4% |
| Gold (GLD) | 78.8% | 24.9% | 2.30 | -23.1% |
| Commodities (DBC) | 9.9% | 16.6% | 0.40 | -7.3% |
| Real Estate (VNQ) | 4.8% | 16.5% | 0.11 | 28.1% |
| Bitcoin (BTCUSD) | -27.0% | 44.8% | -0.57 | 14.7% |
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Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with CRVL | |
|---|---|---|---|---|
| CRVL | 6.4% | 32.7% | 0.25 | - |
| Sector ETF (XLV) | 7.8% | 14.5% | 0.36 | 38.0% |
| Equity (SPY) | 14.2% | 17.0% | 0.67 | 39.1% |
| Gold (GLD) | 22.3% | 16.9% | 1.07 | -5.5% |
| Commodities (DBC) | 11.6% | 18.9% | 0.49 | 0.6% |
| Real Estate (VNQ) | 5.0% | 18.8% | 0.17 | 36.7% |
| Bitcoin (BTCUSD) | 14.7% | 58.0% | 0.47 | 16.9% |
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Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with CRVL | |
|---|---|---|---|---|
| CRVL | 11.8% | 34.3% | 0.42 | - |
| Sector ETF (XLV) | 10.7% | 16.6% | 0.54 | 45.9% |
| Equity (SPY) | 15.5% | 17.9% | 0.74 | 49.0% |
| Gold (GLD) | 15.8% | 15.5% | 0.85 | -4.2% |
| Commodities (DBC) | 8.3% | 17.6% | 0.39 | 10.8% |
| Real Estate (VNQ) | 6.0% | 20.7% | 0.25 | 45.0% |
| Bitcoin (BTCUSD) | 69.0% | 66.8% | 1.08 | 14.5% |
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Returns Analyses
Earnings Returns History
Expand for More| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 11/4/2025 | -0.8% | 2.0% | -9.1% |
| 8/5/2025 | 0.8% | 2.5% | -1.9% |
| 5/22/2025 | -3.7% | -2.9% | -8.6% |
| 2/4/2025 | 3.1% | -5.3% | -13.0% |
| 11/5/2024 | 11.0% | 13.7% | 11.3% |
| 5/22/2024 | -1.6% | -14.3% | -11.4% |
| 1/30/2024 | -0.8% | -2.0% | 2.8% |
| 10/31/2023 | 0.5% | 2.0% | 7.7% |
| ... | |||
| SUMMARY STATS | |||
| # Positive | 8 | 10 | 9 |
| # Negative | 11 | 9 | 10 |
| Median Positive | 1.8% | 2.9% | 7.0% |
| Median Negative | -0.8% | -5.3% | -6.4% |
| Max Positive | 13.7% | 13.7% | 11.3% |
| Max Negative | -6.3% | -14.3% | -21.7% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 12/31/2025 | 02/05/2026 | 10-Q |
| 09/30/2025 | 11/06/2025 | 10-Q |
| 06/30/2025 | 08/07/2025 | 10-Q |
| 03/31/2025 | 05/23/2025 | 10-K |
| 12/31/2024 | 02/06/2025 | 10-Q |
| 09/30/2024 | 11/07/2024 | 10-Q |
| 06/30/2024 | 08/01/2024 | 10-Q |
| 03/31/2024 | 05/24/2024 | 10-K |
| 12/31/2023 | 02/01/2024 | 10-Q |
| 09/30/2023 | 11/02/2023 | 10-Q |
| 06/30/2023 | 08/03/2023 | 10-Q |
| 03/31/2023 | 05/26/2023 | 10-K |
| 12/31/2022 | 02/02/2023 | 10-Q |
| 09/30/2022 | 11/03/2022 | 10-Q |
| 06/30/2022 | 08/04/2022 | 10-Q |
| 03/31/2022 | 05/27/2022 | 10-K |
Insider Activity
Expand for More| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Jessup, R Judd | Direct | Sell | 11242025 | 76.20 | 3,247 | 247,421 | 8,519,008 | Form | |
| 2 | Bertels, Mark E | EVP - Risk Management Services | Direct | Sell | 11202025 | 72.35 | 1,200 | 86,820 | 187,676 | Form |
| 3 | Jessup, R Judd | Direct | Sell | 11122025 | 76.27 | 210 | 16,017 | 9,314,169 | Form | |
| 4 | Jessup, R Judd | Direct | Sell | 11122025 | 76.94 | 7,076 | 544,427 | 8,851,562 | Form | |
| 5 | Shishin, Maxim | Chief Information Officer | Direct | Sell | 9122025 | 87.82 | 18,000 | 1,580,823 | 619,156 | 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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