Tearsheet

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

0 Valuation becoming less expensive
P/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is -35%
Weak multi-year price returns
2Y Excs Rtn is -96%, 3Y Excs Rtn is -138%
Not profitable at operating income level
Op Inc LTMOperating Income, Last Twelve Months is -51 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -13%
1 Megatrend and thematic drivers
Megatrends include Advanced Materials, Sustainable Resource Management, and Sustainable & Green Buildings. Themes include Specialty Chemicals for Performance, Show more.
  Debt is significant
Net D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 216%
2   Weak revenue growth
Rev Chg LTMRevenue Change % Last Twelve Months (LTM) is -10%, Rev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -17%, Rev Chg QQuarterly Revenue Change % is -3.5%
3   Not cash flow generative
CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is -9.6%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -12%
4   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 -394%
5   Key risks
CSTE key risks include [1] significant legal liability from ongoing silicosis claims and [2] adverse regulatory changes targeting crystalline silica in its engineered stone products.
0 Valuation becoming less expensive
P/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is -35%
1 Megatrend and thematic drivers
Megatrends include Advanced Materials, Sustainable Resource Management, and Sustainable & Green Buildings. Themes include Specialty Chemicals for Performance, Show more.
2 Weak multi-year price returns
2Y Excs Rtn is -96%, 3Y Excs Rtn is -138%
3 Not profitable at operating income level
Op Inc LTMOperating Income, Last Twelve Months is -51 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -13%
4 Debt is significant
Net D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 216%
5 Weak revenue growth
Rev Chg LTMRevenue Change % Last Twelve Months (LTM) is -10%, Rev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -17%, Rev Chg QQuarterly Revenue Change % is -3.5%
6 Not cash flow generative
CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is -9.6%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -12%
7 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 -394%
8 Key risks
CSTE key risks include [1] significant legal liability from ongoing silicosis claims and [2] adverse regulatory changes targeting crystalline silica in its engineered stone products.

Valuation, Metrics & Events

Price Chart

Why The Stock Moved

Qualitative Assessment

AI Analysis | Feedback

Caesarstone (CSTE) stock has lost about 30% since 11/30/2025 because of the following key factors:

1. Poor Q4 2025 Financial Results and Widening Losses.

Caesarstone reported a significant earnings miss for the fourth quarter ended December 31, 2025, with an adjusted diluted net loss per share of -$0.48, missing analysts' estimates of -$0.38 by 26.32%. The company's Q4 2025 revenue was $94.4 million, a decrease from $97.9 million in the prior year quarter. Furthermore, the operating loss for Q4 2025 increased substantially to $82.3 million compared to an operating loss of $23.0 million in the prior year quarter, and the adjusted EBITDA loss widened to $11.1 million from $8.0 million in Q4 2024.

2. Significant Restructuring Expenses Related to Facility Closure.

On November 11, 2025, Caesarstone initiated a strategic restructuring plan, which included the closure of its Bar-Lev manufacturing facility in Israel. This strategic decision resulted in substantial non-cash impairment expenses of $45.7 million in the fourth quarter of 2025, along with an additional $3.1 million in restructuring expenses. These one-time costs significantly impacted the company's profitability during the period.

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Stock Movement Drivers

Fundamental Drivers

The -32.0% change in CSTE stock from 11/30/2025 to 3/29/2026 was primarily driven by a -31.4% change in the company's P/S Multiple.
(LTM values as of)113020253292026Change
Stock Price ($)1.501.02-32.0%
Change Contribution By: 
Total Revenues ($ Mil)401397-0.9%
P/S Multiple0.10.1-31.4%
Shares Outstanding (Mil)35350.0%
Cumulative Contribution-32.0%

LTM = Last Twelve Months as of date shown

Market Drivers

11/30/2025 to 3/29/2026
ReturnCorrelation
CSTE-32.0% 
Market (SPY)-5.3%4.1%
Sector (XLI)3.9%4.8%

Fundamental Drivers

The -28.2% change in CSTE stock from 8/31/2025 to 3/29/2026 was primarily driven by a -26.5% change in the company's P/S Multiple.
(LTM values as of)83120253292026Change
Stock Price ($)1.421.02-28.2%
Change Contribution By: 
Total Revenues ($ Mil)406397-2.2%
P/S Multiple0.10.1-26.5%
Shares Outstanding (Mil)3535-0.1%
Cumulative Contribution-28.2%

LTM = Last Twelve Months as of date shown

Market Drivers

8/31/2025 to 3/29/2026
ReturnCorrelation
CSTE-28.2% 
Market (SPY)0.6%14.0%
Sector (XLI)5.5%9.7%

Fundamental Drivers

The -73.1% change in CSTE stock from 2/28/2025 to 3/29/2026 was primarily driven by a -67.9% change in the company's P/S Multiple.
(LTM values as of)22820253292026Change
Stock Price ($)3.791.02-73.1%
Change Contribution By: 
Total Revenues ($ Mil)474397-16.2%
P/S Multiple0.30.1-67.9%
Shares Outstanding (Mil)3535-0.1%
Cumulative Contribution-73.1%

LTM = Last Twelve Months as of date shown

Market Drivers

2/28/2025 to 3/29/2026
ReturnCorrelation
CSTE-73.1% 
Market (SPY)9.8%18.4%
Sector (XLI)18.4%14.6%

Fundamental Drivers

The -82.5% change in CSTE stock from 2/28/2023 to 3/29/2026 was primarily driven by a -68.9% change in the company's P/S Multiple.
(LTM values as of)22820233292026Change
Stock Price ($)5.821.02-82.5%
Change Contribution By: 
Total Revenues ($ Mil)702397-43.5%
P/S Multiple0.30.1-68.9%
Shares Outstanding (Mil)3435-0.2%
Cumulative Contribution-82.5%

LTM = Last Twelve Months as of date shown

Market Drivers

2/28/2023 to 3/29/2026
ReturnCorrelation
CSTE-82.5% 
Market (SPY)69.4%16.6%
Sector (XLI)65.1%15.7%

Return vs. Risk

Price Returns Compared

 202120222023202420252026Total [1]
Returns
CSTE Return-10%-48%-35%14%-56%-46%-92%
Peers Return56%-25%40%6%-2%-4%62%
S&P 500 Return27%-19%24%23%16%-5%72%

Monthly Win Rates [3]
CSTE Win Rate50%25%58%42%50%33% 
Peers Win Rate63%45%55%60%50%53% 
S&P 500 Win Rate75%42%67%75%67%33% 

Max Drawdowns [4]
CSTE Max Drawdown-17%-49%-38%0%-80%-67% 
Peers Max Drawdown-5%-40%-10%-11%-21%-9% 
S&P 500 Max Drawdown-1%-25%-1%-2%-15%-5% 


[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 3/27/2026 (YTD)

How Low Can It Go

Unique KeyEventCSTES&P 500
2022 Inflation Shock2022 Inflation Shock  
2022 Inflation Shock% Loss% Loss-79.2%-25.4%
2022 Inflation Shock% Gain to Breakeven% Gain to Breakeven381.5%34.1%
2022 Inflation ShockTime to BreakevenTime to BreakevenNot Fully Recovered days464 days
2020 Covid Pandemic2020 Covid Pandemic  
2020 Covid Pandemic% Loss% Loss-47.4%-33.9%
2020 Covid Pandemic% Gain to Breakeven% Gain to Breakeven90.0%51.3%
2020 Covid PandemicTime to BreakevenTime to Breakeven415 days148 days
2018 Correction2018 Correction  
2018 Correction% Loss% Loss-71.0%-19.8%
2018 Correction% Gain to Breakeven% Gain to Breakeven245.2%24.7%
2018 CorrectionTime to BreakevenTime to BreakevenNot Fully Recovered days120 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.

AI Analysis | Feedback

CSTE is like **Mohawk Industries, but focused on engineered stone countertops and premium surfaces** for kitchens and other applications.

Think of CSTE as a **Kohler, but for engineered kitchen and bath surfaces** instead of fixtures.

AI Analysis | Feedback

  • Engineered Quartz Surfaces: Premium engineered quartz slabs primarily used for kitchen countertops, but also for various other interior and exterior surface applications under the Caesarstone brand.
  • Porcelain Products: Porcelain surfaces sold under the Lioli brand, mainly utilized for flooring and cladding applications.
  • Natural Stones: Various types of natural stones that the company resells to its customers.
  • Ancillary Fabrication Tools and Installation Accessories: Tools and accessories necessary for the fabrication and installation of their surfacing products.
  • Sinks and Materials: A range of sinks and other related materials offered alongside their primary surfacing products.

AI Analysis | Feedback

Caesarstone (CSTE) sells primarily to other companies.

Based on the provided information, Caesarstone's major customers are the businesses it sells its products to directly. These customer categories include:

  • Fabricators
  • Sub-distributors
  • Resellers
  • Independent distributors

AI Analysis | Feedback

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AI Analysis | Feedback

Yosef (Yos) Shiran, Chief Executive Officer

Mr. Shiran has served as CEO of Caesarstone Ltd. since 2023, and previously held the position from January 2009 until August 2016. He possesses over 25 years of CEO experience across both private and publicly traded companies. During the period between his two tenures at Caesarstone (2016-2023), he founded several start-up companies in the e-commerce and technology sectors and also provided management services for various companies. Prior to his initial term as CEO of Caesarstone, he served as CEO of various public companies listed on the NYSE, LSE, and TASE, including Tefron Ltd. (NYSE: TFR) from 2001 to 2008 and Technoplast Industries Ltd. from 1995 to 2000. He also co-founded and served as CEO of SENSEQ Ltd., founded and was CEO of Elight Ltd., and co-founded and chaired the board of Inflow Ltd.

Nahum Trost, Chief Financial Officer

Mr. Trost was appointed Chief Financial Officer effective September 1, 2021, and is responsible for the company's overall financial operations and strategy. Before becoming CFO, he served as Caesarstone's Director of Finance, leading corporate finance since 2014. He brings over 18 years of experience in various financial roles, including extensive experience in financing, capital, and accounting, primarily with companies focused internationally. Prior to joining Caesarstone in April 2014, Mr. Trost held various positions at Lumenis Ltd., with his last role being Vice President of Corporate Finance. He also began his career as a CPA with Ernst & Young Israel.

Chen Livne, Chief Information Officer & Global Operations

Mr. Livne has been serving as Chief Information Officer & Global Operations since December 2025, having previously held the role of Chief Information Officer of the company since March 2024. Before joining Caesarstone, he held senior executive IT leadership positions, most recently as Vice President of IT at ProteanTecs from May 2021 to March 2024, where he led transformative IT initiatives in a high-growth startup environment.

Kenneth Williams, President, Canada

Mr. Williams joined Caesarstone in March 2016 and specializes in building strong teams that prioritize high performance, people, innovation, customer focus, and credibility. He previously held various senior executive-level leadership positions, including Executive VP of Sales and Marketing in several Masco Corporation divisions, as well as general management and leadership roles at Fortune Brands, the Redhill Company Ltd., and Thorn Stevenson Kellogg Management Consultants.

Kobi Brener, President, US

Mr. Brener has served as President of Caesarstone US since October 2025. Prior to this role, he was the Chief Financial Officer of Caesarstone US starting in December 2023. From 2022 to 2023, Mr. Brener served as CFO of Energix, a renewable energy company, and from 2013 to 2021, he was CFO of Master Meter, a company specializing in water measurement and end-to-end solutions and management. He also worked as a CPA with KPMG between 1999 and 2004.

AI Analysis | Feedback

Caesarstone Ltd. (CSTE) faces several key risks to its business operations and financial performance: *

Silicosis-related Legal Liabilities and Regulatory Changes

Caesarstone is exposed to significant legal and financial risks due to ongoing bodily injury litigation related to respirable crystalline silica exposure. The company has already made substantial provisions for silicosis claims, with potential for additional liabilities from pending cases. Regulatory changes, such as the ban on engineered stone containing crystalline silica in Australia and the possibility of similar actions in other regions, pose a direct threat to Caesarstone's core product offerings and business model. Management has warned that adverse verdicts and limited insurance coverage could materially harm the company's equity, cash flow, and even solvency. *

Market Softness, Economic Downturns, and Intense Competition

The company is experiencing revenue contraction driven by global economic headwinds, particularly a slowdown in the residential repair and remodeling (R&R) market, especially in the United States, which is Caesarstone's largest market. This market sensitivity to high interest rates and economic uncertainty significantly impacts demand for their products. Furthermore, Caesarstone faces intense competitive pressures from low-cost quartz manufacturers, which has led to persistent margin pressure and operational headwinds. *

Restructuring and Operational Challenges

Caesarstone is undergoing a significant strategic restructuring, including the closure of manufacturing facilities and a shift towards an asset-light, outsourced production model for quartz. While this transformation aims for long-term efficiency and annual savings, it entails substantial near-term risks such as non-cash impairment expenses and estimated cash costs. The transition itself presents operational challenges and complexities that could impact profitability and stability during the overhaul period.

AI Analysis | Feedback

The increasing regulatory scrutiny and potential bans on engineered stone due to health concerns related to silicosis among fabrication workers. Australia has already announced a ban on engineered stone, and if similar restrictions or prohibitions are adopted in other significant markets, it could severely impact the demand and viability of Caesarstone's core engineered quartz product line.

AI Analysis | Feedback

Addressable Markets for Caesarstone (CSTE)

Caesarstone Ltd. primarily develops, manufactures, and markets engineered quartz and other surfacing products, including porcelain. The addressable markets for their main products are substantial across global and regional levels.

Engineered Quartz Surfaces/Stone/Countertops

  • The global engineered quartz surface market was valued at approximately USD 24.88 billion in 2025 and is projected to reach USD 37.31 billion by 2030, growing at a Compound Annual Growth Rate (CAGR) of 8.6%. Another estimate places the global engineered quartz surface market at USD 10.25 billion in 2023, with a projection to reach USD 27.48 billion by 2033, demonstrating a CAGR of 10.36% from 2023 to 2033.
  • For global quartz countertops specifically, the market was valued at USD 85.63 billion in 2024 and is projected to reach USD 99.54 billion by 2032, growing at a CAGR of 1.90% from 2026 to 2032. The global quartz kitchen countertops market size was approximately USD 6.83 billion in 2024 and is projected to grow to USD 9.85 billion by 2032, at a CAGR of 5.4% during the forecast period.
  • In North America, which holds a significant share of the global quartz countertop market (over 31.5% as of 2024), the U.S. Engineered Quartz Stone (EQS) Market was valued at USD 4.06 billion in 2024 and is anticipated to reach USD 7.56 billion by 2032, with a CAGR of 7.52% from 2025 to 2032. North America is identified as the largest market for engineered quartz surfaces, holding approximately 40% of the global market share. The U.S. alone accounts for 29% of global quartz countertop demand.

Porcelain Products (for flooring and cladding)

  • The global porcelain tiles market is expected to grow from USD 9.73 billion in 2024 to USD 18.33 billion by 2035, at a CAGR of 5.93% from 2025 to 2035.
  • The broader global ceramic and porcelain tiles market was valued at approximately USD 449.86 billion in 2025 and is projected to reach USD 845.80 billion by 2034, with a CAGR of 7.3%. The porcelain tiles segment alone accounted for nearly 33% of the global market earnings in 2023.
  • In the U.S. ceramic tiles market, which includes porcelain, the market size was calculated at USD 5.19 billion in 2025 and is expected to reach USD 9.64 billion by 2034, growing at a CAGR of 7.11% from 2025 to 2034. Porcelain tiles held 55.12% of the U.S. ceramic tiles market share in 2025.

Overall Countertops Market (inclusive of various materials like quartz, granite, etc.)

  • The global countertops market was estimated at USD 157.74 billion in 2025 and is projected to reach USD 267.38 billion by 2033, growing at a CAGR of 6.8% from 2026 to 2033.
  • The global kitchen countertop market was valued at USD 52.7 billion in 2020 and is projected to reach USD 80.4 billion by 2032, with a CAGR of 3.9% from 2023 to 2032.
  • The U.S. countertops market was estimated at USD 33.77 billion in 2025 and is expected to reach USD 52.48 billion by 2033, witnessing a CAGR of 5.7% from 2026 to 2033. Another estimate for the U.S. countertop market in 2025 is USD 86.4 billion, forecast to expand to USD 156.2 billion by 2035.
  • Demand for kitchen countertops in the U.S. is forecast to rise to USD 37.3 billion in 2026.

AI Analysis | Feedback

Caesarstone (CSTE) is focusing on several key drivers to fuel its revenue growth over the next 2-3 years, primarily through product innovation, strategic market expansion, and operational efficiencies.

One of the primary drivers is the **expansion of its porcelain product line and multi-material portfolio**. Caesarstone is actively investing in and growing its porcelain offerings, which is identified as a major growth factor, especially as the global countertop market diversifies. The company completed the acquisition of majority ownership in Lioli Ceramica, an India-based porcelain producer, and increased its stake to 81% in July 2024. This strategy aims to diversify revenue beyond its core engineered quartz into porcelain, sintered slabs, and complementary natural stone, thereby expanding its addressable market and mitigating risks associated with crystalline silica restrictions in some regions.

Another significant driver is the **introduction of crystalline silica-free products and innovation in surface technology**. Responding to evolving occupational health standards and regulatory changes, such as the engineered stone ban in Australia (2024-2025), Caesarstone is accelerating its pipeline of silica-free alternatives. The company launched its "Caesarstone ICON™" advanced fusion surface category, which is crystalline silica-free and incorporates approximately 80% recycled materials, in October 2024, with additional designs slated for release in April and June 2025. This initiative is crucial for maintaining market share in regulated jurisdictions and capturing new market segments.

Finally, **operational efficiencies and cost optimization initiatives** are expected to contribute to future revenue growth by improving profitability and competitiveness. Caesarstone has been undergoing significant restructuring, including optimizing its manufacturing footprint by transitioning from in-house production to a global network of third-party manufacturing partners. The closure of facilities like Bar-Lev in November 2025 and Sdot-Yam and Richmond-Hill are projected to generate substantial annualized cost savings. These efforts are part of a broader plan to enhance efficiency, align production with demand, and achieve a return to positive adjusted EBITDA by the third quarter of 2026.

AI Analysis | Feedback

Capital Allocation Decisions of Caesarstone (CSTE) Over the Last 3-5 Years

Share Repurchases

  • Caesarstone has not reported any significant share repurchase programs or made substantial share repurchases over the last 3-5 years.

Share Issuance

  • The number of shares outstanding for Caesarstone showed a minor increase from approximately 34 million at the end of 2022 to 35 million at the end of 2023, remaining at that level through September 2025.
  • This slight increase (approximately 1 million shares) likely reflects minor dilution from employee stock compensation plans rather than significant capital-raising share issuances.

Outbound Investments

  • Caesarstone has focused on expanding its porcelain capabilities, including increasing its stake in an Indian manufacturing facility.
  • The company continues to invest in brand strength and product innovation, particularly in its porcelain offerings.

Capital Expenditures

  • For the last 12 months ending December 31, 2025, capital expenditures amounted to approximately $9.04 million.
  • Capital expenditures in the fourth quarter of 2025 were approximately $2.93 million.
  • The primary focus of capital expenditures includes strategic restructuring initiatives, such as the closure of certain manufacturing facilities (e.g., Bar-Lev and Sdot Yam) and the transition towards a global network of third-party production partners to optimize operations and achieve cost savings.

Better Bets vs. Caesarstone (CSTE)

Latest Trefis Analyses

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Select ideas related to CSTE.

Unique KeyDateTickerCompanyCategoryTrade Strategy6M Fwd Rtn12M Fwd Rtn12M Max DD
EFX_2272026_Monopoly_xInd_xCD_Getting_Cheaper02272026EFXEquifaxMonopolyMY | Getting CheaperMonopoly-Like with P/S Decline
Large cap with monopoly-like margins or cash flow generation and getting cheaper based on P/S multiple
0.0%0.0%0.0%
LZ_2202026_Dip_Buyer_High_CFO_Margins_ExInd_DE02202026LZLegalZoom.comDip BuyDB | CFO/Rev | Low D/EDip Buy with High Cash Flow Margins
Buying dips for companies with significant cash flows from operations and reasonable debt / market cap
7.2%7.2%-5.0%
ADP_2132026_Dip_Buyer_ValueBuy02132026ADPAutomatic Data ProcessingDip BuyDB | P/E OPMDip Buy with Low PE and High Margin
Buying dips for companies with tame PE and meaningfully high operating margin
1.1%1.1%-3.0%
TREX_2132026_Dip_Buyer_ValueBuy02132026TREXTrexDip BuyDB | P/E OPMDip Buy with Low PE and High Margin
Buying dips for companies with tame PE and meaningfully high operating margin
-3.2%-3.2%-5.9%
PCTY_2132026_Dip_Buyer_High_CFO_Margins_ExInd_DE02132026PCTYPaylocityDip BuyDB | CFO/Rev | Low D/EDip Buy with High Cash Flow Margins
Buying dips for companies with significant cash flows from operations and reasonable debt / market cap
-0.6%-0.6%-4.8%

Recent Active Movers

Peer Comparisons

Peers to compare with:

Financials

CSTEMHKDDBLDRHDLOWMedian
NameCaesarst.Mohawk I.DuPont d.Builders.Home Dep.Lowe's C. 
Mkt Price1.0296.2645.2680.43321.65230.3188.34
Mkt Cap0.05.918.78.9319.4128.713.8
Rev LTM39710,7867,52415,191166,18986,28712,988
Op Inc LTM-5151091878621,53610,152852
FCF LTM-476161685313,9277,651735
FCF 3Y Avg10671-5351,39216,1067,1751,031
CFO LTM-381,0565601,21617,6499,8641,136
CFO 3Y Avg201,1737231,79819,5189,2101,486

Growth & Margins

CSTEMHKDDBLDRHDLOWMedian
NameCaesarst.Mohawk I.DuPont d.Builders.Home Dep.Lowe's C. 
Rev Chg LTM-10.4%-0.5%1.4%-7.4%7.5%3.1%0.5%
Rev Chg 3Y Avg-16.7%-2.8%-11.9%-12.1%1.9%-3.7%-7.8%
Rev Chg Q-3.5%2.4%-21.2%-12.1%2.8%10.9%-0.6%
QoQ Delta Rev Chg LTM-0.9%0.6%-4.2%-3.0%0.7%2.4%-0.1%
Op Mgn LTM-12.9%4.7%12.2%5.2%13.0%11.8%8.5%
Op Mgn 3Y Avg-9.5%5.5%11.9%9.2%13.7%12.6%10.5%
QoQ Delta Op Mgn LTM-1.1%-0.4%-1.3%-1.4%-0.1%-0.4%-0.8%
CFO/Rev LTM-9.6%9.8%7.4%8.0%10.6%11.4%8.9%
CFO/Rev 3Y Avg3.1%10.7%10.2%11.0%12.4%10.8%10.8%
FCF/Rev LTM-11.8%5.7%0.2%5.6%8.4%8.9%5.7%
FCF/Rev 3Y Avg0.9%6.1%-8.1%8.5%10.2%8.4%7.3%

Valuation

CSTEMHKDDBLDRHDLOWMedian
NameCaesarst.Mohawk I.DuPont d.Builders.Home Dep.Lowe's C. 
Mkt Cap0.05.918.78.9319.4128.713.8
P/S0.10.52.50.61.91.51.0
P/EBIT-0.312.2-84.711.314.812.511.7
P/E-0.316.0-24.020.421.919.317.7
P/CFO-0.95.633.47.318.113.110.2
Total Yield-389.8%6.2%-1.0%4.9%7.4%7.2%5.6%
Dividend Yield0.0%0.0%3.2%0.0%2.8%2.0%1.0%
FCF Yield 3Y Avg-5.2%9.7%-1.6%8.5%4.5%5.3%4.9%
D/E3.90.40.20.60.20.30.4
Net D/E2.20.30.10.60.20.30.3

Returns

CSTEMHKDDBLDRHDLOWMedian
NameCaesarst.Mohawk I.DuPont d.Builders.Home Dep.Lowe's C. 
1M Rtn-25.5%-23.2%-9.6%-22.9%-15.0%-12.9%-18.9%
3M Rtn-40.4%-12.7%10.1%-22.7%-7.4%-5.4%-10.1%
6M Rtn-30.6%-25.1%49.9%-32.0%-20.5%-9.6%-22.8%
12M Rtn-58.0%-15.4%56.0%-35.4%-7.9%2.9%-11.6%
3Y Rtn-74.8%-0.1%70.1%-6.7%21.6%26.8%10.7%
1M Excs Rtn-23.3%-15.0%-2.3%-15.3%-5.9%-5.1%-10.4%
3M Excs Rtn-33.3%-4.4%18.8%-14.6%1.3%3.3%-1.5%
6M Excs Rtn-28.0%-19.8%56.8%-27.6%-16.4%-5.4%-18.1%
12M Excs Rtn-70.9%-29.1%39.5%-49.1%-20.4%-10.2%-24.8%
3Y Excs Rtn-138.0%-60.0%14.4%-65.8%-39.0%-34.3%-49.5%

Comparison Analyses

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Financials

Segment Financials

Revenue by Segment
$ Mil20252024202320222021
Single Segment565691644486546
Total565691644486546


Price Behavior

Price Behavior
Market Price$1.02 
Market Cap ($ Bil)0.0 
First Trading Date03/22/2012 
Distance from 52W High-67.6% 
   50 Days200 Days
DMA Price$1.61$1.59
DMA Trenddowndown
Distance from DMA-36.7%-35.9%
 3M1YR
Volatility132.8%98.7%
Downside Capture1.831.17
Upside Capture82.7345.56
Correlation (SPY)2.3%17.5%
CSTE Betas & Captures as of 2/28/2026

 1M2M3M6M1Y3Y
Beta0.691.420.971.911.020.84
Up Beta0.35-0.720.462.061.511.25
Down Beta-1.63-0.860.551.790.120.04
Up Capture-197%208%104%190%36%24%
Bmk +ve Days9203170142431
Stock +ve Days719305397327
Down Capture474%359%158%181%137%107%
Bmk -ve Days12213054109320
Stock -ve Days13212962134389

[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-56.3%98.1%-0.41-
Sector ETF (XLI)20.5%19.2%0.8414.3%
Equity (SPY)14.5%18.9%0.5917.3%
Gold (GLD)50.2%27.7%1.464.4%
Commodities (DBC)17.8%17.6%0.856.3%
Real Estate (VNQ)0.4%16.4%-0.156.3%
Bitcoin (BTCUSD)-23.7%44.2%-0.497.3%

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Based On 5-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with CSTE
CSTE-39.2%61.9%-0.55-
Sector ETF (XLI)12.3%17.2%0.5622.4%
Equity (SPY)11.8%17.0%0.5422.0%
Gold (GLD)20.7%17.7%0.963.0%
Commodities (DBC)11.6%18.9%0.506.7%
Real Estate (VNQ)3.0%18.8%0.0715.5%
Bitcoin (BTCUSD)4.0%56.6%0.2910.0%

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Based On 10-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with CSTE
CSTE-28.9%54.7%-0.40-
Sector ETF (XLI)13.0%19.8%0.5828.2%
Equity (SPY)14.0%17.9%0.6727.8%
Gold (GLD)13.3%15.8%0.701.9%
Commodities (DBC)8.2%17.6%0.3911.7%
Real Estate (VNQ)4.7%20.7%0.1921.0%
Bitcoin (BTCUSD)66.4%66.8%1.067.1%

Smart multi-asset allocation framework can stack odds in your favor. Learn How

Short Interest

Short Interest: As Of Date3132026
Short Interest: Shares Quantity0.3 Mil
Short Interest: % Change Since 22820261056.9%
Average Daily Volume4.5 Mil
Days-to-Cover Short Interest1
Basic Shares Quantity34.6 Mil
Short % of Basic Shares0.8%

Earnings Returns History

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 Forward Returns
Earnings Date1D Returns5D Returns21D Returns
SUMMARY STATS   
# Positive000
# Negative000
Median Positive   
Median Negative   
Max Positive   
Max Negative   

SEC Filings

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Report DateFiling DateFiling
12/31/202503/04/202620-F
09/30/202511/12/20256-K
06/30/202508/06/20256-K
03/31/202505/07/20256-K
12/31/202403/05/202520-F
09/30/202411/13/20246-K
06/30/202408/07/20246-K
03/31/202405/08/20246-K
12/31/202303/06/202420-F
09/30/202311/08/20236-K
06/30/202308/09/20236-K
03/31/202305/10/20236-K
12/31/202203/15/202320-F
09/30/202211/09/20226-K
06/30/202208/03/20226-K
03/31/202205/11/20226-K