Caesarstone (CSTE)
Market Price (2/4/2026): $2.48 | Market Cap: $85.7 MilSector: Industrials | Industry: Building Products
Caesarstone (CSTE)
Market Price (2/4/2026): $2.48Market Cap: $85.7 MilSector: IndustrialsIndustry: Building Products
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
| Megatrend and thematic driversMegatrends include Advanced Materials, Sustainable Resource Management, and Sustainable & Green Buildings. Themes include Specialty Chemicals for Performance, Show more. | Weak multi-year price returns2Y Excs Rtn is -80%, 3Y Excs Rtn is -129% | Not profitable at operating income levelOp Inc LTMOperating Income, Last Twelve Months is -48 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -12% |
| Debt is significantNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 52% | ||
| Weak revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is -15%, Rev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -17%, Rev Chg QQuarterly Revenue Change % is -5.1% | ||
| Not cash flow generativeCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is -7.7%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -10% | ||
| Valuation getting more expensiveP/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is 58% | ||
| 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 -90% | ||
| Key risksCSTE key risks include [1] significant legal liability from ongoing silicosis claims and [2] adverse regulatory changes targeting crystalline silica in its engineered stone products. |
| Megatrend and thematic driversMegatrends include Advanced Materials, Sustainable Resource Management, and Sustainable & Green Buildings. Themes include Specialty Chemicals for Performance, Show more. |
| Weak multi-year price returns2Y Excs Rtn is -80%, 3Y Excs Rtn is -129% |
| Not profitable at operating income levelOp Inc LTMOperating Income, Last Twelve Months is -48 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -12% |
| Debt is significantNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 52% |
| Weak revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is -15%, Rev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -17%, Rev Chg QQuarterly Revenue Change % is -5.1% |
| Not cash flow generativeCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is -7.7%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -10% |
| Valuation getting more expensiveP/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is 58% |
| 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 -90% |
| Key risksCSTE key risks include [1] significant legal liability from ongoing silicosis claims and [2] adverse regulatory changes targeting crystalline silica in its engineered stone products. |
Qualitative Assessment
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Caesarstone (CSTE) stock has gained about 120% since 10/31/2025 because of the following key factors:
1. Significant Strategic Transformation and Cost Optimization Initiatives. Caesarstone announced a major strategic transformation on November 12, 2025, following its third-quarter 2025 earnings report. This plan included optimizing its global manufacturing footprint by closing its Bar-Lev facility in Israel and transferring production to global partners. These initiatives are projected to generate approximately $22 million in annualized cash savings, contributing to total savings exceeding $85 million since 2023, and are intended to enhance the company's competitiveness.
2. Outlook for Return to Positive Adjusted EBITDA. A key aspect of the strategic transformation was the company's stated expectation to return to positive adjusted EBITDA by the third quarter of 2026. This forward-looking guidance on improving profitability likely provided a strong positive signal to investors, encouraging a re-evaluation of the stock's future prospects despite recent financial challenges.
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1. Significant Strategic Transformation and Cost Optimization Initiatives. Caesarstone announced a major strategic transformation on November 12, 2025, following its third-quarter 2025 earnings report. This plan included optimizing its global manufacturing footprint by closing its Bar-Lev facility in Israel and transferring production to global partners. These initiatives are projected to generate approximately $22 million in annualized cash savings, contributing to total savings exceeding $85 million since 2023, and are intended to enhance the company's competitiveness.
2. Outlook for Return to Positive Adjusted EBITDA. A key aspect of the strategic transformation was the company's stated expectation to return to positive adjusted EBITDA by the third quarter of 2026. This forward-looking guidance on improving profitability likely provided a strong positive signal to investors, encouraging a re-evaluation of the stock's future prospects despite recent financial challenges.
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Stock Movement Drivers
Fundamental Drivers
The 119.5% change in CSTE stock from 10/31/2025 to 2/3/2026 was primarily driven by a 122.5% change in the company's P/S Multiple.| (LTM values as of) | 10312025 | 2032026 | Change |
|---|---|---|---|
| Stock Price ($) | 1.13 | 2.48 | 119.5% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 406 | 401 | -1.4% |
| P/S Multiple | 0.1 | 0.2 | 122.5% |
| Shares Outstanding (Mil) | 35 | 35 | 0.0% |
| Cumulative Contribution | 119.5% |
Market Drivers
10/31/2025 to 2/3/2026| Return | Correlation | |
|---|---|---|
| CSTE | 119.5% | |
| Market (SPY) | 1.1% | 27.9% |
| Sector (XLI) | 9.0% | 0.4% |
Fundamental Drivers
The 27.8% change in CSTE stock from 7/31/2025 to 2/3/2026 was primarily driven by a 35.5% change in the company's P/S Multiple.| (LTM values as of) | 7312025 | 2032026 | Change |
|---|---|---|---|
| Stock Price ($) | 1.94 | 2.48 | 27.8% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 424 | 401 | -5.6% |
| P/S Multiple | 0.2 | 0.2 | 35.5% |
| Shares Outstanding (Mil) | 35 | 35 | 0.0% |
| Cumulative Contribution | 27.8% |
Market Drivers
7/31/2025 to 2/3/2026| Return | Correlation | |
|---|---|---|
| CSTE | 27.8% | |
| Market (SPY) | 9.4% | 20.8% |
| Sector (XLI) | 11.6% | 7.3% |
Fundamental Drivers
The -43.6% change in CSTE stock from 1/31/2025 to 2/3/2026 was primarily driven by a -33.3% change in the company's P/S Multiple.| (LTM values as of) | 1312025 | 2032026 | Change |
|---|---|---|---|
| Stock Price ($) | 4.40 | 2.48 | -43.6% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 474 | 401 | -15.5% |
| P/S Multiple | 0.3 | 0.2 | -33.3% |
| Shares Outstanding (Mil) | 35 | 35 | -0.1% |
| Cumulative Contribution | -43.6% |
Market Drivers
1/31/2025 to 2/3/2026| Return | Correlation | |
|---|---|---|
| CSTE | -43.6% | |
| Market (SPY) | 15.6% | 23.7% |
| Sector (XLI) | 23.4% | 16.1% |
Fundamental Drivers
The -60.3% change in CSTE stock from 1/31/2023 to 2/3/2026 was primarily driven by a -43.0% change in the company's Total Revenues ($ Mil).| (LTM values as of) | 1312023 | 2032026 | Change |
|---|---|---|---|
| Stock Price ($) | 6.24 | 2.48 | -60.3% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 702 | 401 | -43.0% |
| P/S Multiple | 0.3 | 0.2 | -30.2% |
| Shares Outstanding (Mil) | 34 | 35 | -0.2% |
| Cumulative Contribution | -60.3% |
Market Drivers
1/31/2023 to 2/3/2026| Return | Correlation | |
|---|---|---|
| CSTE | -60.3% | |
| Market (SPY) | 75.9% | 19.3% |
| Sector (XLI) | 73.1% | 16.9% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| CSTE Return | -10% | -48% | -35% | 14% | -56% | 25% | -81% |
| Peers Return | 56% | -25% | 40% | 6% | -2% | 11% | 87% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 2% | 86% |
Monthly Win Rates [3] | |||||||
| CSTE Win Rate | 50% | 25% | 58% | 42% | 50% | 100% | |
| Peers Win Rate | 63% | 45% | 55% | 60% | 50% | 90% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 100% | |
Max Drawdowns [4] | |||||||
| CSTE Max Drawdown | -17% | -49% | -38% | 0% | -80% | -7% | |
| Peers Max Drawdown | -5% | -40% | -10% | -11% | -21% | -0% | |
| S&P 500 Max Drawdown | -1% | -25% | -1% | -2% | -15% | -1% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: MHK, DD, BLDR, HD, LOW.
[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 2/3/2026 (YTD)
How Low Can It Go
| Event | CSTE | S&P 500 |
|---|---|---|
| 2022 Inflation Shock | ||
| % Loss | -79.2% | -25.4% |
| % Gain to Breakeven | 381.5% | 34.1% |
| Time to Breakeven | Not Fully Recovered days | 464 days |
| 2020 Covid Pandemic | ||
| % Loss | -47.4% | -33.9% |
| % Gain to Breakeven | 90.0% | 51.3% |
| Time to Breakeven | 415 days | 148 days |
| 2018 Correction | ||
| % Loss | -71.0% | -19.8% |
| % Gain to Breakeven | 245.2% | 24.7% |
| Time to Breakeven | Not Fully Recovered days | 120 days |
Compare to MHK, DD, BLDR, HD, LOW
In The Past
Caesarstone's stock fell -79.2% during the 2022 Inflation Shock from a high on 5/26/2021. A -79.2% loss requires a 381.5% gain to breakeven.
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About Caesarstone (CSTE)
Caesarstone Ltd., together with its subsidiaries, develops, manufactures, and markets engineered quartz and other surfaces under the Caesarstone brand in the United States, Australia, Canada, Latin America, Asia, Israel, Europe, the Middle East, and Africa. The company's engineered quartz slabs are primarily used as indoor and outdoor kitchen countertops in the renovation and remodeling construction end markets. Its products are also used in other applications, such as vanity tops, wall panels, back splashes, floor tiles, stairs, furniture, and other interior and exterior surfaces that are used in various residential and non-residential applications. The company also offers porcelain products under the Lioli brand for flooring and cladding applications, as well as resells natural stones, various ancillary fabrication tools, and installation accessories; and sells sinks and materials. It sells its products directly to fabricators, sub-distributors, and resellers; and through direct sales force and indirect network of independent distributors. The company was formerly known as Caesarstone Sdot Yam Ltd. and changed its name to Caesarstone Ltd. in June 2016. Caesarstone Ltd. was founded in 1987 and is headquartered in Menashe, Israel.
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Here are 1-2 brief analogies for Caesarstone (CSTE):
- Caesarstone is like James Hardie for engineered quartz countertops.
- Caesarstone is like Mohawk Industries for premium engineered quartz surfaces.
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Here are Caesarstone's major products:- Quartz Surfaces: Engineered quartz slabs primarily used for kitchen countertops, bathroom vanities, wall cladding, and other interior applications.
- Porcelain Surfaces: Large-format porcelain slabs designed for similar applications as quartz, offering distinct aesthetic and performance properties.
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Caesarstone (CSTE) sells primarily to other companies, including distributors, fabricators, and large retail chains.
Based on the company's 2023 20-F filing, major customers explicitly mentioned or strongly implied are:
Caesarstone's filing states that its largest customers include big-box retail chains in North America, such as The Home Depot and Lowe’s. Sales to two of its big-box retail customers in North America accounted for approximately 25% of its revenues in 2023. Additionally, a major unnamed distributor in Australia accounted for approximately 11% of its revenues in 2023, though the specific name of this distributor is not disclosed in the filing.
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Yosef (Yos) Shiran Chief Executive Officer
Mr. Shiran has served as Chief Executive Officer of Caesarstone Ltd. since 2023, and previously held the role from January 2009 to August 2016. He brings over 25 years of CEO experience at both private and publicly traded companies. Between his two tenures at Caesarstone, he established several start-up companies in the e-commerce and other tech fields, and also provided management services for various companies. Specifically, he co-founded and served as CEO of SENSEQ Ltd. from September 2016, founded and served as CEO of Elight Ltd. from January 2020, and co-founded and served as chairman of the board of Inflow Ltd. from January 2021. Before his initial term as CEO of Caesarstone, he was the CEO and director of Tefron Ltd. (NYSE: TFR) from January 2001 until August 2008, and CEO of Technoplast Industries Ltd. from February 1995 until December 2000.
Nahum Trost Chief Financial Officer
Mr. Trost has been Caesarstone's Chief Financial Officer since September 1, 2021. He is responsible for the company's overall financial operations and strategy. Prior to his appointment as CFO, he served as the Director of Finance, leading the corporate finance department since 2014. Mr. Trost possesses over 18 years of experience in various financial roles, including extensive experience in financing, capital, and accounting, primarily at companies with an international focus. Before joining Caesarstone in April 2014, Mr. Trost served in various positions at Lumenis Ltd., with his last role being Vice President of Corporate Finance. He began his career as a CPA with Ernst & Young.
Erik Christensen President, Caesarstone US
Mr. Christensen has served as President for Caesarstone US since April 2024. He has a successful track record in the building product industry, having held various senior executive leadership positions, most recently as President/CEO US at Swiss Krono since 2017, and prior to that, as President US for Hansgrohe.
Ken Williams President, Caesarstone Canada
Mr. Williams joined Caesarstone in March 2016 and specializes in building strong teams with core values of high performance, people, innovation, customer focus, and credibility. Previously, he held various senior executive level leadership positions, including Executive VP of Sales and Marketing in a number of Masco Corporation divisions, as well as general management and leadership roles at Fortune Brands, the Redhill Company Ltd., and Thorn Stevenson Kellogg Management Consultants.
Vered Zur Chief Marketing Officer
Ms. Zur has served as Caesarstone's Chief Marketing Officer since March 2025. Before joining Caesarstone, she was the CMO at Allot Ltd., a global provider of network intelligence and security solutions for service providers, starting in 2017. Prior to that, from 2014, she was the CMO at Electra, where she led the marketing strategy for 14 brands.
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The key risks to Caesarstone's business (CSTE) are:
- Silicosis Claims and Regulatory Changes: Caesarstone faces ongoing lawsuits in various regions (including Israel, Australia, and the United States) related to allegations of injuries caused by exposure to respirable crystalline silica dust. The company has recorded provisions for these claims, and an adverse jury decision in the U.S. in 2024 is currently under appeal. Furthermore, there is a risk of adverse material effects on the business due to changes in laws and regulations concerning hazards associated with engineered stone surfaces or crystalline silica in stone surfaces.
- Economic Downturns and Lower Demand: Downturns in the home renovation, remodeling, and new residential construction sectors, along with general economic weaknesses and limited availability of consumer credit, can significantly reduce demand for Caesarstone's products. This directly impacts end-consumers and leads to decreases in the company's revenues and net income. The company reported a decline in revenue for the full year 2024 and in the third quarter of 2025, primarily attributed to lower sales volumes due to global economic headwinds across its main regions.
- Intense Competitive Pressures: Caesarstone operates in a market with intense competitive pressures, which could materially and adversely affect its results of operations and financial condition. The company has noted increased competitive pressures impacting volumes and acknowledges the need to adapt to changing market conditions.
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- The increasing adoption and technological advancements of alternative ultra-compact surfacing materials (e.g., porcelain slabs, sintered stone like Dekton and Neolith) which offer competitive aesthetics and often superior performance characteristics (such as higher heat, scratch, and UV resistance) compared to engineered quartz. These materials are gaining market share and directly competing for premium countertop and surface applications.
- Growing global health concerns and regulatory pressure regarding respirable crystalline silica dust exposure associated with the fabrication of engineered stone, leading to increasing calls for stricter regulations and potential bans on the product category. For example, Australia is actively considering a ban on engineered stone due to high rates of silicosis among stonemasons, which, if implemented, would significantly impact Caesarstone's market and could set a precedent for other regions.
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The addressable markets for Caesarstone's main products and services, primarily engineered quartz and porcelain surfaces, are substantial across global and regional markets. Caesarstone's products are commonly used for kitchen countertops, vanity tops, wall-cladding, and flooring in both residential and commercial spaces. Here are the market sizes for their main products and the broader countertop market:Global Market
- Engineered Quartz Surface Market: The global engineered quartz surface market was valued at USD 17.1 billion in 2024 and is projected to increase to USD 33.2 billion by 2035, growing at a Compound Annual Growth Rate (CAGR) of 6.22% from 2025 to 2035. Other estimates show the market at USD 23.45 billion in 2022, expected to reach USD 45.54 billion by 2030 with a CAGR of 8.65% from 2023 to 2030.
- Porcelain Market (within Countertops): In 2024, porcelain surfaces constituted 3% of the global countertop market by value.
- Overall Countertop Market: The global countertop market was estimated at USD 152 billion in 2024. Other figures state the global countertop market size was USD 148.34 billion in 2024 and is projected to reach USD 217.79 billion by 2030, at a CAGR of 6.7% from 2025 to 2030.
- Broader Surface Material Market: The global surface material market, a wider category including various materials, is valued at approximately USD 300 billion in 2024 and is anticipated to reach around USD 450 billion by 2033, reflecting a CAGR of 5.0% from 2025 to 2033.
Regional Markets (2024)
-
U.S. Countertop Market: The total countertop market size in the U.S. was valued at USD 31.9 billion.
- Engineered Quartz represented 25% (USD 7.8 billion) of the U.S. countertop market by value.
- Porcelain represented 5% (USD 2.0 billion) of the U.S. countertop market by value.
- Canada Countertop Market: The total countertop market size in Canada was USD 1.9 billion.
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Expected Drivers of Future Revenue Growth for Caesarstone (CSTE)
Over the next 2-3 years, Caesarstone (CSTE) is expected to drive future revenue growth through several key initiatives, focusing on strategic transformation, product innovation, and operational efficiencies:
- Strategic Transformation and Brand-Centric Model: Caesarstone is restructuring its operations to shift from a production-focused entity to a brand-centric business model. This strategic change aims to enhance operational efficiencies and reposition the company in the global market, potentially leading to increased market share and revenue.
- Product Innovation and Portfolio Expansion: The company is investing strategically in innovation and expanding its product offerings. This includes leveraging its brand in the high-growth porcelain category, venturing into natural stone, and developing zero crystalline silica products. Expanding its multi-material portfolio beyond quartz countertops to include new materials and applications is a significant growth driver.
- Operational Efficiencies and Cost Optimization: Ongoing restructuring actions and cost optimization initiatives are expected to improve profitability. While primarily impacting margins, a more efficient and agile organization, coupled with an improved production footprint, positions the company to capitalize on market opportunities and contribute to revenue growth as market conditions improve.
- Global Market Expansion and Penetration: With a strong established global presence in over 50 countries, Caesarstone is focused on global market expansion. This suggests efforts to increase its footprint, penetrate new customer segments, or deepen its presence in existing attractive markets worldwide.
- Targeted Investments in Marketing: Alongside product innovation, Caesarstone plans to make targeted investments in marketing programs. These initiatives are designed to build the brand, stimulate demand for its premium surfaces, and ultimately drive long-term profitable growth.
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Outbound Investments
- In 2020, Caesarstone acquired a majority ownership stake in Lioli Ceramica Pvt. Ltd. for a cash investment of $12 million, representing an enterprise value of $34 million including assumed debt and potential additional consideration.
- This acquisition was strategically aimed at establishing Caesarstone as a leading premium, multi-material countertop company and entering the global porcelain category.
- Caesarstone also closed the acquisition of Omicron Granite and Tile in late 2020 to enhance its go-to-market approach and vertical integration in the U.S. market.
Capital Expenditures
- Capital expenditures for fiscal year 2020 amounted to $19.8 million, primarily focused on the purchase of manufacturing equipment and components for production lines.
- Caesarstone anticipated an increase in capital expenditures in 2021 as it resumed operational investments that had been postponed due to the COVID-19 pandemic.
- The company's strategic investments are currently focused on manufacturing optimization, an improved production footprint, and innovation and marketing to drive long-term profitable growth, with an expectation of approximately $10 million in incremental cost savings in 2025 from plant closures and manufacturing optimization.
Latest Trefis Analyses
| Title | Date | |
|---|---|---|
| DASHBOARDS | ||
| Would You Still Hold Caesarstone Stock If It Fell 30%? | 10/17/2025 |
| Title | |
|---|---|
| ARTICLES |
Research & Analysis
Invest in Strategies
Wealth Management
Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 121.66 |
| Mkt Cap | 16.0 |
| Rev LTM | 14,586 |
| Op Inc LTM | 1,586 |
| FCF LTM | 1,168 |
| FCF 3Y Avg | 1,146 |
| CFO LTM | 1,729 |
| CFO 3Y Avg | 2,022 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | -0.1% |
| Rev Chg 3Y Avg | -3.7% |
| Rev Chg Q | 2.1% |
| QoQ Delta Rev Chg LTM | 0.5% |
| Op Mgn LTM | 9.4% |
| Op Mgn 3Y Avg | 11.2% |
| QoQ Delta Op Mgn LTM | -0.4% |
| CFO/Rev LTM | 9.9% |
| CFO/Rev 3Y Avg | 11.3% |
| FCF/Rev LTM | 7.4% |
| FCF/Rev 3Y Avg | 6.8% |
Valuation
| Median | |
|---|---|
| Name | |
| Mkt Cap | 16.0 |
| P/S | 1.1 |
| P/EBIT | 14.5 |
| P/E | 20.2 |
| P/CFO | 9.3 |
| Total Yield | 5.0% |
| Dividend Yield | 0.9% |
| FCF Yield 3Y Avg | 4.8% |
| D/E | 0.3 |
| Net D/E | 0.3 |
Returns
| Median | |
|---|---|
| Name | |
| 1M Rtn | 12.6% |
| 3M Rtn | 14.4% |
| 6M Rtn | 10.2% |
| 12M Rtn | 0.2% |
| 3Y Rtn | 29.5% |
| 1M Excs Rtn | 11.7% |
| 3M Excs Rtn | 11.7% |
| 6M Excs Rtn | 2.3% |
| 12M Excs Rtn | -16.1% |
| 3Y Excs Rtn | -33.0% |
Price Behavior
Price Behavior
| Market Price | $2.48 | |
| Market Cap ($ Bil) | 0.1 | |
| First Trading Date | 03/22/2012 | |
| Distance from 52W High | -46.1% | |
| 50 Days | 200 Days | |
| DMA Price | $1.84 | $1.75 |
| DMA Trend | down | up |
| Distance from DMA | 35.1% | 41.6% |
| 3M | 1YR | |
| Volatility | 111.4% | 80.9% |
| Downside Capture | -2.19 | 135.15 |
| Upside Capture | 497.26 | 57.55 |
| Correlation (SPY) | 30.0% | 24.2% |
CSTE 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 | 2.26 | 1.91 | 2.91 | 1.69 | 1.01 | 0.84 |
| Up Beta | 1.11 | 3.35 | 4.60 | 1.76 | 1.55 | 1.26 |
| Down Beta | -1.94 | 0.50 | 2.11 | 2.01 | 0.10 | 0.09 |
| Up Capture | 781% | 331% | 672% | 158% | 47% | 29% |
| Bmk +ve Days | 11 | 22 | 34 | 71 | 142 | 430 |
| Stock +ve Days | 11 | 22 | 32 | 52 | 95 | 328 |
| Down Capture | 471% | 165% | 99% | 139% | 129% | 105% |
| Bmk -ve Days | 9 | 19 | 27 | 54 | 109 | 321 |
| Stock -ve Days | 9 | 18 | 27 | 63 | 135 | 388 |
[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 CSTE | |
|---|---|---|---|---|
| CSTE | -39.3% | 80.6% | -0.29 | - |
| Sector ETF (XLI) | 23.5% | 19.0% | 0.98 | 16.0% |
| Equity (SPY) | 15.6% | 19.2% | 0.63 | 23.5% |
| Gold (GLD) | 77.2% | 24.5% | 2.30 | 9.9% |
| Commodities (DBC) | 10.0% | 16.5% | 0.40 | 11.9% |
| Real Estate (VNQ) | 2.9% | 16.5% | -0.00 | 14.7% |
| Bitcoin (BTCUSD) | -23.4% | 40.3% | -0.56 | 14.9% |
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Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with CSTE | |
|---|---|---|---|---|
| CSTE | -26.3% | 56.3% | -0.33 | - |
| Sector ETF (XLI) | 16.3% | 17.2% | 0.77 | 24.4% |
| Equity (SPY) | 14.5% | 17.0% | 0.68 | 24.6% |
| Gold (GLD) | 21.5% | 16.8% | 1.04 | 5.2% |
| Commodities (DBC) | 12.0% | 18.9% | 0.51 | 8.2% |
| Real Estate (VNQ) | 4.8% | 18.8% | 0.16 | 19.0% |
| Bitcoin (BTCUSD) | 20.9% | 57.5% | 0.56 | 12.3% |
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Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with CSTE | |
|---|---|---|---|---|
| CSTE | -22.1% | 51.8% | -0.27 | - |
| Sector ETF (XLI) | 15.2% | 19.8% | 0.68 | 30.5% |
| Equity (SPY) | 15.6% | 17.9% | 0.75 | 30.5% |
| Gold (GLD) | 15.6% | 15.5% | 0.84 | 2.0% |
| Commodities (DBC) | 8.4% | 17.6% | 0.39 | 13.0% |
| Real Estate (VNQ) | 5.6% | 20.8% | 0.24 | 24.0% |
| Bitcoin (BTCUSD) | 69.9% | 66.5% | 1.09 | 8.1% |
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Returns Analyses
Earnings Returns History
Expand for More| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| SUMMARY STATS | |||
| # Positive | 0 | 0 | 0 |
| # Negative | 0 | 0 | 0 |
| Median Positive | |||
| Median Negative | |||
| Max Positive | |||
| Max Negative | |||
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 09/30/2025 | 11/12/2025 | 6-K |
| 06/30/2025 | 08/06/2025 | 6-K |
| 03/31/2025 | 05/07/2025 | 6-K |
| 12/31/2024 | 03/05/2025 | 20-F |
| 09/30/2024 | 11/13/2024 | 6-K |
| 06/30/2024 | 08/07/2024 | 6-K |
| 03/31/2024 | 05/08/2024 | 6-K |
| 12/31/2023 | 03/06/2024 | 20-F |
| 09/30/2023 | 11/08/2023 | 6-K |
| 06/30/2023 | 08/09/2023 | 6-K |
| 03/31/2023 | 05/10/2023 | 6-K |
| 12/31/2022 | 03/15/2023 | 20-F |
| 09/30/2022 | 11/09/2022 | 6-K |
| 06/30/2022 | 08/03/2022 | 6-K |
| 03/31/2022 | 05/11/2022 | 6-K |
| 12/31/2021 | 03/15/2022 | 20-F |
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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