Calavo Growers (CVGW)
Market Price (12/28/2025): $21.76 | Market Cap: $388.5 MilSector: Consumer Staples | Industry: Food Distributors
Calavo Growers (CVGW)
Market Price (12/28/2025): $21.76Market Cap: $388.5 MilSector: Consumer StaplesIndustry: Food Distributors
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
| Attractive yieldTotal YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 6.8%, Dividend Yield is 2.8%, FCF Yield is 7.4% | Weak multi-year price returns2Y Excs Rtn is -65%, 3Y Excs Rtn is -113% | Weak revenue growthRev Chg QQuarterly Revenue Change % is -0.4% |
| 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 -10% | Key risksCVGW key risks include [1] its heavy revenue dependence on the volatile avocado market and [2] its significant operational and currency exposure tied to sourcing in Mexico. | |
| Low stock price volatilityVol 12M is 41% | ||
| Megatrend and thematic driversMegatrends include Health & Wellness Trends, and Vegan & Alternative Foods. Themes include Organic & Natural Products, Functional Foods & Beverages, Show more. |
| Attractive yieldTotal YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 6.8%, Dividend Yield is 2.8%, FCF Yield is 7.4% |
| 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 -10% |
| Low stock price volatilityVol 12M is 41% |
| Megatrend and thematic driversMegatrends include Health & Wellness Trends, and Vegan & Alternative Foods. Themes include Organic & Natural Products, Functional Foods & Beverages, Show more. |
| Weak multi-year price returns2Y Excs Rtn is -65%, 3Y Excs Rtn is -113% |
| Weak revenue growthRev Chg QQuarterly Revenue Change % is -0.4% |
| Key risksCVGW key risks include [1] its heavy revenue dependence on the volatile avocado market and [2] its significant operational and currency exposure tied to sourcing in Mexico. |
Why The Stock Moved
Qualitative Assessment
AI Analysis | Feedback
Here are the key points for the approximate -19.7% stock movement of Calavo Growers (CVGW) from August 31, 2025, to December 28, 2025:
<b>1. Mixed Q3 2025 Earnings Report.</b> Calavo Growers reported its Q3 2025 earnings on September 9, 2025, delivering an earnings per share (EPS) of $0.57, which generally beat analyst estimates. However, the company's quarterly revenue fell year-over-year to $178.82 million, significantly missing consensus estimates of around $195-$199 million, leading to a negative market reaction.
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<b>2. Decline in Fresh Segment Sales and FDA Detention Hold.</b> The Fresh segment experienced a 5% decrease in sales during Q3 2025. This was primarily attributed to lower avocado and tomato volumes and a $4.2 million impact resulting from a temporary FDA detention hold on certain avocado imports from Mexico. Although the detention hold was resolved by early September 2025, its impact was reflected in the Q3 results.
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<b>3. Fading Optimism from Unsolicited Buyout Offer.</b> An unsolicited and non-binding offer of $32 per share to acquire Calavo Growers, which was initially announced in June 2025, lost investor confidence during this period. The lack of definitive details and the passage of time caused investors to view the deal as stalled or unlikely, leading to a decline from the stock price possibly inflated by the initial offer.
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<b>4. Leadership Transition.</b> On November 12, 2025, Calavo Growers announced a significant leadership change. Lecil E. Cole retired as President and Chief Executive Officer, and B. John Lindeman was appointed as his successor. Such executive transitions can introduce uncertainty regarding the company's future strategic direction and operations.
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<b>5. Broader Market Sentiment and Year-End Selling.</b> Beyond company-specific news, analysts suggested that a general cooling of market sentiment and typical year-end tax-loss selling may have also contributed to the downward pressure on Calavo Growers' stock price during this period.
Show moreStock Movement Drivers
Fundamental Drivers
The -17.0% change in CVGW stock from 9/27/2025 to 12/27/2025 was primarily driven by a -17.0% change in the company's P/E Multiple.| 9272025 | 12272025 | Change | |
|---|---|---|---|
| Stock Price ($) | 26.24 | 21.78 | -17.00% |
| Change Contribution By | LTM | LTM | |
| Total Revenues ($ Mil) | 693.71 | 693.71 | 0.00% |
| Net Income Margin (%) | 2.28% | 2.28% | 0.00% |
| P/E Multiple | 29.57 | 24.55 | -17.00% |
| Shares Outstanding (Mil) | 17.85 | 17.85 | 0.00% |
| Cumulative Contribution | -17.00% |
Market Drivers
9/27/2025 to 12/27/2025| Return | Correlation | |
|---|---|---|
| CVGW | -17.0% | |
| Market (SPY) | 4.3% | 16.6% |
| Sector (XLP) | 0.3% | 46.0% |
Fundamental Drivers
The -17.8% change in CVGW stock from 6/28/2025 to 12/27/2025 was primarily driven by a -45.9% change in the company's P/E Multiple.| 6282025 | 12272025 | Change | |
|---|---|---|---|
| Stock Price ($) | 26.48 | 21.78 | -17.76% |
| Change Contribution By | LTM | LTM | |
| Total Revenues ($ Mil) | 694.49 | 693.71 | -0.11% |
| Net Income Margin (%) | 1.50% | 2.28% | 52.57% |
| P/E Multiple | 45.39 | 24.55 | -45.92% |
| Shares Outstanding (Mil) | 17.82 | 17.85 | -0.21% |
| Cumulative Contribution | -17.76% |
Market Drivers
6/28/2025 to 12/27/2025| Return | Correlation | |
|---|---|---|
| CVGW | -17.8% | |
| Market (SPY) | 12.6% | 19.1% |
| Sector (XLP) | -2.2% | 47.0% |
Fundamental Drivers
The -11.8% change in CVGW stock from 12/27/2024 to 12/27/2025 was primarily driven by a -19.2% change in the company's P/S Multiple.| 12272024 | 12272025 | Change | |
|---|---|---|---|
| Stock Price ($) | 24.70 | 21.78 | -11.81% |
| Change Contribution By | LTM | LTM | |
| Total Revenues ($ Mil) | 633.79 | 693.71 | 9.45% |
| P/S Multiple | 0.69 | 0.56 | -19.19% |
| Shares Outstanding (Mil) | 17.80 | 17.85 | -0.29% |
| Cumulative Contribution | -11.81% |
Market Drivers
12/27/2024 to 12/27/2025| Return | Correlation | |
|---|---|---|
| CVGW | -11.8% | |
| Market (SPY) | 17.0% | 9.5% |
| Sector (XLP) | 0.5% | 38.3% |
Fundamental Drivers
The -20.4% change in CVGW stock from 12/28/2022 to 12/27/2025 was primarily driven by a -10.8% change in the company's P/S Multiple.| 12282022 | 12272025 | Change | |
|---|---|---|---|
| Stock Price ($) | 27.37 | 21.78 | -20.42% |
| Change Contribution By | LTM | LTM | |
| Total Revenues ($ Mil) | 769.69 | 693.71 | -9.87% |
| P/S Multiple | 0.63 | 0.56 | -10.78% |
| Shares Outstanding (Mil) | 17.67 | 17.85 | -1.04% |
| Cumulative Contribution | -20.42% |
Market Drivers
12/28/2023 to 12/27/2025| Return | Correlation | |
|---|---|---|
| CVGW | -22.8% | |
| Market (SPY) | 48.0% | 14.5% |
| Sector (XLP) | 14.0% | 28.3% |
Price Returns Compared
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| CVGW Return | -22% | -37% | -30% | 1% | -12% | -12% | -73% |
| Peers Return | 16% | 38% | -12% | 21% | 26% | 16% | 150% |
| S&P 500 Return | 16% | 27% | -19% | 24% | 23% | 18% | 114% |
Monthly Win Rates [3] | |||||||
| CVGW Win Rate | 58% | 50% | 42% | 58% | 42% | 42% | |
| Peers Win Rate | 52% | 65% | 42% | 68% | 57% | 52% | |
| S&P 500 Win Rate | 58% | 75% | 42% | 67% | 75% | 73% | |
Max Drawdowns [4] | |||||||
| CVGW Max Drawdown | -44% | -50% | -31% | -25% | -29% | -25% | |
| Peers Max Drawdown | -34% | -5% | -26% | -7% | -9% | -23% | |
| S&P 500 Max Drawdown | -31% | -1% | -25% | -1% | -2% | -15% | |
[1] Cumulative total returns since the beginning of 2020
[2] Peers: HPQ, HPE, IBM, CSCO, AAPL. See CVGW Returns vs. Peers.
[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] 2025 data is for the year up to 12/26/2025 (YTD)
How Low Can It Go
| Event | CVGW | S&P 500 |
|---|---|---|
| 2022 Inflation Shock | ||
| % Loss | -74.5% | -25.4% |
| % Gain to Breakeven | 291.8% | 34.1% |
| Time to Breakeven | Not Fully Recovered days | 464 days |
| 2020 Covid Pandemic | ||
| % Loss | -43.6% | -33.9% |
| % Gain to Breakeven | 77.4% | 51.3% |
| Time to Breakeven | Not Fully Recovered days | 148 days |
| 2018 Correction | ||
| % Loss | -34.1% | -19.8% |
| % Gain to Breakeven | 51.8% | 24.7% |
| Time to Breakeven | Not Fully Recovered days | 120 days |
| 2008 Global Financial Crisis | ||
| % Loss | -73.6% | -56.8% |
| % Gain to Breakeven | 279.4% | 131.3% |
| Time to Breakeven | 748 days | 1,480 days |
Compare to HPQ, HPE, IBM, CSCO, AAPL
In The Past
Calavo Growers's stock fell -74.5% during the 2022 Inflation Shock from a high on 3/8/2021. A -74.5% loss requires a 291.8% gain to breakeven.
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AI Analysis | Feedback
Here are 1-2 brief analogies for Calavo Growers (CVGW):Calavo Growers is like the Dole Food Company for avocados and fresh-prepared foods.
Alternatively, think of Calavo Growers as the "Chiquita Brands International" of avocados, but with a significant prepared fresh foods division.
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- Fresh Avocados: Sourcing, packing, and distributing premium fresh avocados.
- Prepared Fresh Food: A range of value-added products including fresh-cut fruits, vegetables, and refrigerated guacamole, salsa, and sandwich products.
- Other Fresh Produce: Distribution of various other fresh produce items such as tomatoes and papayas.
AI Analysis | Feedback
Calavo Growers (symbol: CVGW) primarily sells its products to other businesses (B2B) rather than directly to individual consumers. Their customer base is diversified across various channels, and according to their financial reports (e.g., 2023 10-K), no single customer accounted for 10% or more of their consolidated net sales. This indicates a broad distribution network rather than reliance on a few dominant buyers.
However, their major customers fall into the following categories of companies:
- Retail Grocery Chains: These companies purchase Calavo's fresh produce (especially avocados and tomatoes) and prepared food products (like guacamole, salsas, and dips) for sale directly to consumers in their supermarkets and online platforms. Examples of major chains that Calavo likely supplies include:
- Kroger Co. (symbol: KR)
- Walmart Inc. (symbol: WMT)
- Target Corporation (symbol: TGT)
- Albertsons Companies, Inc. (symbol: ACI)
- Costco Wholesale Corporation (symbol: COST)
- Food Service Distributors: These companies distribute fresh and prepared foods to a vast array of clients, including restaurants, hotels, schools, corporate cafeterias, and other institutional customers. Calavo's products, particularly avocados, fresh produce, and prepared avocado products, are common offerings in the food service sector. Examples include:
- Sysco Corporation (symbol: SYY)
- US Foods Holding Corp. (symbol: USFD)
- Wholesale Produce Distributors: These distributors act as intermediaries, buying large volumes of fresh produce from growers like Calavo and then supplying it to smaller retailers, local food service operators, and other specialized buyers. While many specific companies in this category are regional or private, they play a crucial role in Calavo's overall distribution network.
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Lee E. Cole, President and Chief Executive Officer
Lee E. Cole has a long history with Calavo Growers, serving as President and Chief Executive Officer from 1999 until his retirement in January 2020. He returned to lead the company as President and CEO effective March 13, 2023. Cole also served as a Director of Calavo for 39 years and was Chairman of the Board for 28 of those years. He is credited with bringing Calavo into the public market and developing it into one of the largest avocado companies globally.
James Snyder, Chief Financial Officer
James Snyder became Calavo Growers' Chief Financial Officer effective December 2, 2024. Prior to this appointment, Snyder had a significant tenure with Calavo, serving for over 18 years as Corporate Controller and Chief Accounting Officer from 2001 to 2020. Before rejoining Calavo, he was the Corporate Controller and Chief Accounting Officer at Gem-Pack Berries since April 2024, and held a similar role at Nano Banc of Irvine from 2020 to 2024. Snyder began his career at Deloitte, where he spent seven years in various audit functions.
Mike Browne, EVP Sales & Operations
Mike Browne serves as the Executive Vice President of Sales & Operations for Calavo Growers. He was previously the Vice President of Fresh Operations.
Ron Araiza, EVP Calavo Foods Division
Ron Araiza holds the position of Executive Vice President for the Calavo Foods Division.
Dionisio Ortiz, Vice President Calavo de México
Dionisio Ortiz is the Vice President of Calavo de México.
AI Analysis | Feedback
The key risks to Calavo Growers (CVGW) business are primarily rooted in its strong ties to the agricultural industry and international trade, particularly concerning avocados.
- Dependency on Avocado Market and Price Volatility: A significant portion of Calavo Growers' revenue is derived from avocados, making the company highly vulnerable to price fluctuations in this market. Factors such as oversupply, particularly from Mexico, can depress prices and adversely impact operating results and margins. The company's ability to estimate crop size and timing also plays a crucial role, as significant fluctuations in volume can considerably affect per-pound packing costs.
- Agricultural Supply Chain Volatility and Adverse Weather Conditions: As an agricultural company, Calavo Growers is exposed to inherent volatilities within the agri-sector. Adverse weather and growing conditions directly impact avocado crop yields, quality, and sizing, which can lead to supply chain disruptions and price volatility. Other factors like the outbreak of diseases or phytosanitary detentions also contribute to this risk.
- International Business Risks and Regulatory/Trade Complexities: Calavo Growers conducts a substantial amount of business internationally, especially in Mexico, for sourcing and sales. This exposes the company to risks such as changes in tariff rules, trade protection measures, foreign governmental actions, and currency fluctuations (e.g., the strengthening Mexican peso increasing operating costs). Compliance with international trade policies and food safety regulations also poses ongoing challenges.
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Calavo Growers (CVGW) operates in several key addressable markets related to fresh produce and prepared foods. The primary markets for their products and services include:
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Avocados (Fresh and Prepared Avocado Products):
- The global avocado market size was valued at USD 15.83 billion in 2023 and is projected to reach USD 26.04 billion by 2030. Other estimates for the global avocado market include USD 19.2 billion in 2023, growing to USD 47.54 billion by 2032, and an estimated USD 19.56 billion in 2025, projected to reach USD 26.54 billion by 2030.
- North America held a significant share of the global avocado market, accounting for 45.0% in 2022 and 34.5% of the revenue share in 2024. It is projected to command 48.6% of the global market share in 2025.
- The U.S. avocado market was valued at US$4.136 billion in 2025 and is expected to reach US$5.593 billion by 2030. Another report estimated the U.S. avocado market size at USD 3,685.8 million in 2024, expected to reach USD 6,091.9 million by 2035.
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Fresh Produce (Fruits and Vegetables, including tomatoes and papayas):
- The global fresh produce market size was valued at USD 3,537 billion in 2024 and is anticipated to increase from USD 3,707 billion in 2025 to an estimated USD 5,653 billion by 2034. Other estimates for the global fresh fruits & vegetables market include USD 854.42 billion in 2024, projected to reach USD 1,274.25 billion by 2033, and USD 893.72 billion in 2024, projected to reach USD 1339.64 billion by 2034.
- The global fresh fruit market was valued at USD 570.9 billion in 2022 and is projected to reach USD 757.7 billion by 2030.
- The global fresh vegetables market was valued at USD 650.2 billion in 2022 and is projected to reach USD 895.2 billion by 2032.
- The U.S. fruits and vegetables market size was valued at USD 96.26 billion in 2023 and is anticipated to exceed USD 142.71 billion by 2033. The U.S. fresh vegetables market is projected to reach USD 85.92 billion by 2032.
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Prepared Foods (including fresh-cut fruits and vegetables, ready-to-eat sandwiches, wraps, salads, and snacks):
- The global prepared meals market size was valued at USD 178.83 billion in 2024 and is projected to grow to USD 291.27 billion by 2032. Other valuations for the global prepared meals market include USD 168.25 billion in 2023, expected to reach USD 334.09 billion by 2033, and USD 186.74 billion in 2024, projected to reach USD 521.53 billion by 2035.
- North America held the largest market share for prepared food in 2024, at 40.9%.
- The U.S. prepared meals market generated total revenues of $52.03 billion in 2023 and is forecast to reach $77.25 billion by the end of 2028. The U.S. ready meals market is expected to reach USD 58.7 billion by 2030 and USD 541.32 billion by 2035. The U.S. ready-to-eat food market is projected to reach USD 63.41 billion by 2030.
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Calavo Growers (NASDAQ: CVGW) is strategically positioning itself for future revenue growth over the next 2-3 years by focusing on its core avocado and guacamole businesses, implementing diversified growth strategies, and leveraging its supply chain capabilities.
The key drivers of anticipated revenue growth include:
- Increased Avocado and Guacamole Sales Volumes: Calavo anticipates double-digit growth in both avocado and guacamole sales volumes. This growth is a central component of their strategy to create meaningful value for shareholders in fiscal 2025 and beyond. The company's Grown segment, which includes avocados, has shown robust performance, with net sales increasing by 13.3% in Q3 2024 and avocado volumes increasing by 10% in Q4 2024. The Prepared segment also experienced significant growth in Q3 2025, with sales volume increasing by approximately 35%.
- New Customer Acquisition and Deeper Penetration within Existing Accounts: Calavo's confidence in future growth is partly attributed to initiatives aimed at acquiring new customers and increasing its market share within existing client relationships.
- Product Innovations: The company plans to introduce new product innovations, particularly within its guacamole business, which are expected to contribute to revenue expansion.
- Expanded Global Sourcing Strategies: Calavo is focused on broadening its global sourcing strategies to ensure a robust and scalable supply chain, which will support increased sales volume and overall revenue growth. The scalability of their supply chain is seen as a competitive advantage in achieving sales volume growth.
- Renewed Focus on Core Businesses: Following the divestiture of its Fresh Cut business in August 2024 for $83.0 million, Calavo has retired its remaining debt and intends to deploy the generated cash by investing in its core avocado and guacamole operations. This strategic refocus is expected to enhance financial performance and drive future growth.
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Share Repurchases
- Calavo Growers authorized a share repurchase program of up to $25 million of its common stock on March 18, 2025.
- The share repurchase program is in effect until March 18, 2027.
- As of April 30, 2025, no shares have been repurchased under this program.
Share Issuance
- Issuance of common stock occurred in connection with stock-based compensation, with a stock-based compensation expense of $878,000 for the nine months ended July 31, 2025.
- The number of outstanding shares of common stock was 17,837,172 as of May 31, 2025, and 17,853,323 as of August 31, 2025.
Inbound Investments
- On June 11, 2025, Calavo Growers received a non-binding proposal to acquire all outstanding shares for $32.00 per share, comprising a mix of stock and cash.
- This proposed acquisition would value the company at approximately $571 million.
Outbound Investments
- Calavo Growers completed the sale of its Fresh Cut business and related real estate on August 15, 2024, for $83.0 million.
Capital Expenditures
- Cash used in investing activities, primarily for purchases of property, plant, and equipment, amounted to $0.3 million for the three months ended January 31, 2025.
- Cash used in investing activities for purchases of property, plant, and equipment was $0.4 million for the six months ended April 30, 2025.
- For the nine months ended July 31, 2025, cash used in investing activities, mainly for property, plant, and equipment purchases, was $1.1 million.
Latest Trefis Analyses
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Trade Ideas
Select ideas related to CVGW. For more, see Trefis Trade Ideas.
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|---|---|---|---|---|---|---|---|
| 11302025 | BF-B | Brown-Forman | Dip Buy | DB | P/E OPMDip Buy with Low PE and High MarginBuying dips for companies with tame PE and meaningfully high operating margin | -8.9% | -8.9% | -8.9% |
| 11302025 | CPB | Campbell's | Dip Buy | DB | P/E OPMDip Buy with Low PE and High MarginBuying dips for companies with tame PE and meaningfully high operating margin | -7.6% | -7.6% | -9.2% |
| 11212025 | ENR | Energizer | Dip Buy | DB | FCF Yield | Low D/EDip Buy with High Free Cash Flow YieldBuying dips for companies with significant free cash flow yield (FCF / Market Cap) and reasonable debt / market cap | 13.1% | 13.1% | -5.3% |
| 11212025 | FLO | Flowers Foods | Dip Buy | DB | FCF Yield | Low D/EDip Buy with High Free Cash Flow YieldBuying dips for companies with significant free cash flow yield (FCF / Market Cap) and reasonable debt / market cap | 5.4% | 5.4% | -1.6% |
| 11142025 | CLX | Clorox | Dip Buy | DB | FCFY OPMDip Buy with High FCF Yield and High MarginBuying dips for companies with high FCF yield and meaningfully high operating margin | -5.0% | -5.0% | -6.0% |
Research & Analysis
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Peer Comparisons for Calavo Growers
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 51.32 |
| Mkt Cap | 158.8 |
| Rev LTM | 56,496 |
| Op Inc LTM | 7,584 |
| FCF LTM | 7,327 |
| FCF 3Y Avg | 7,366 |
| CFO LTM | 8,590 |
| CFO 3Y Avg | 8,697 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 7.4% |
| Rev Chg 3Y Avg | 3.2% |
| Rev Chg Q | 8.3% |
| QoQ Delta Rev Chg LTM | 2.0% |
| Op Mgn LTM | 12.1% |
| Op Mgn 3Y Avg | 11.9% |
| QoQ Delta Op Mgn LTM | -0.0% |
| CFO/Rev LTM | 14.6% |
| CFO/Rev 3Y Avg | 17.1% |
| FCF/Rev LTM | 11.6% |
| FCF/Rev 3Y Avg | 12.1% |
Valuation
| Median | |
|---|---|
| Name | |
| Mkt Cap | 158.8 |
| P/S | 2.7 |
| P/EBIT | 21.2 |
| P/E | 33.0 |
| P/CFO | 17.0 |
| Total Yield | 5.2% |
| Dividend Yield | 2.1% |
| FCF Yield 3Y Avg | 5.7% |
| D/E | 0.2 |
| Net D/E | 0.1 |
Returns
| Median | |
|---|---|
| Name | |
| 1M Rtn | 1.7% |
| 3M Rtn | 4.9% |
| 6M Rtn | 10.9% |
| 12M Rtn | 11.8% |
| 3Y Rtn | 76.2% |
| 1M Excs Rtn | -1.1% |
| 3M Excs Rtn | 0.6% |
| 6M Excs Rtn | -1.3% |
| 12M Excs Rtn | -4.6% |
| 3Y Excs Rtn | -6.2% |
Comparison Analyses
Price Behavior
| Market Price | $21.78 | |
| Market Cap ($ Bil) | 0.4 | |
| First Trading Date | 07/22/2002 | |
| Distance from 52W High | -21.5% | |
| 50 Days | 200 Days | |
| DMA Price | $21.53 | $24.84 |
| DMA Trend | down | down |
| Distance from DMA | 1.1% | -12.3% |
| 3M | 1YR | |
| Volatility | 31.4% | 40.7% |
| Downside Capture | 90.44 | 32.66 |
| Upside Capture | -17.44 | 15.02 |
| Correlation (SPY) | 16.1% | 9.4% |
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 0.97 | 0.45 | 0.49 | 0.45 | 0.22 | 0.45 |
| Up Beta | 0.76 | 0.84 | 1.03 | 0.59 | 0.22 | 0.39 |
| Down Beta | -3.40 | 0.01 | 0.16 | 0.61 | 0.18 | 0.26 |
| Up Capture | 84% | -42% | -37% | -13% | 3% | 14% |
| Bmk +ve Days | 12 | 25 | 38 | 73 | 141 | 426 |
| Stock +ve Days | 7 | 15 | 23 | 54 | 111 | 343 |
| Down Capture | 206% | 125% | 125% | 86% | 48% | 90% |
| Bmk -ve Days | 7 | 16 | 24 | 52 | 107 | 323 |
| Stock -ve Days | 12 | 26 | 39 | 70 | 135 | 401 |
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
| Comparison of CVGW With Other Asset Classes (Last 1Y) | |||||||
|---|---|---|---|---|---|---|---|
| CVGW | Sector ETF | Equity | Gold | Commodities | Real Estate | Bitcoin | |
| Annualized Return | -12.3% | 0.5% | 17.8% | 72.1% | 8.6% | 4.4% | -8.2% |
| Annualized Volatility | 40.5% | 13.9% | 19.4% | 19.3% | 15.2% | 17.0% | 35.0% |
| Sharpe Ratio | -0.23 | -0.20 | 0.72 | 2.70 | 0.34 | 0.09 | -0.08 |
| Correlation With Other Assets | 38.4% | 9.3% | -3.8% | 0.1% | 24.3% | 6.8% | |
ETFs used for asset classes: Sector ETF = XLP, Equity = SPY, Gold = GLD, Commodities = DBC, Real Estate = VNQ, and Bitcoin = BTCUSD
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Based On 5-Year Data
| Comparison of CVGW With Other Asset Classes (Last 5Y) | |||||||
|---|---|---|---|---|---|---|---|
| CVGW | Sector ETF | Equity | Gold | Commodities | Real Estate | Bitcoin | |
| Annualized Return | -20.2% | 5.7% | 14.7% | 18.7% | 11.5% | 4.6% | 30.8% |
| Annualized Volatility | 43.3% | 13.0% | 17.1% | 15.5% | 18.7% | 18.9% | 48.6% |
| Sharpe Ratio | -0.38 | 0.23 | 0.70 | 0.97 | 0.50 | 0.16 | 0.57 |
| Correlation With Other Assets | 27.4% | 17.8% | 4.6% | 5.7% | 25.7% | 4.7% | |
ETFs used for asset classes: Sector ETF = XLP, Equity = SPY, Gold = GLD, Commodities = DBC, Real Estate = VNQ, and Bitcoin = BTCUSD
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 10-Year Data
| Comparison of CVGW With Other Asset Classes (Last 10Y) | |||||||
|---|---|---|---|---|---|---|---|
| CVGW | Sector ETF | Equity | Gold | Commodities | Real Estate | Bitcoin | |
| Annualized Return | -6.9% | 7.3% | 14.8% | 15.3% | 7.0% | 5.3% | 69.2% |
| Annualized Volatility | 39.5% | 14.7% | 18.0% | 14.7% | 17.6% | 20.8% | 55.8% |
| Sharpe Ratio | -0.05 | 0.37 | 0.71 | 0.86 | 0.32 | 0.22 | 0.90 |
| Correlation With Other Assets | 27.7% | 23.8% | 1.1% | 8.4% | 26.9% | 4.5% | |
ETFs used for asset classes: Sector ETF = XLP, Equity = SPY, Gold = GLD, Commodities = DBC, Real Estate = VNQ, and Bitcoin = BTCUSD
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 |
| 9/11/2025 | -1.4% | 0.2% | -9.4% |
| 1/21/2025 | -4.7% | -4.4% | -2.9% |
| 9/9/2024 | 10.9% | 23.0% | 20.0% |
| 6/10/2024 | 8.2% | 0.2% | -11.8% |
| 1/17/2024 | 0.8% | 1.5% | 8.8% |
| 9/6/2023 | 5.2% | -12.5% | -19.8% |
| 6/6/2023 | -2.3% | -4.2% | -10.7% |
| 3/6/2023 | -23.9% | -25.6% | -8.1% |
| ... | |||
| SUMMARY STATS | |||
| # Positive | 10 | 9 | 8 |
| # Negative | 11 | 12 | 13 |
| Median Positive | 7.8% | 5.8% | 12.5% |
| Median Negative | -7.1% | -10.1% | -10.7% |
| Max Positive | 14.0% | 23.0% | 28.2% |
| Max Negative | -23.9% | -26.2% | -24.5% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 7312025 | 9092025 | 10-Q 7/31/2025 |
| 4302025 | 6092025 | 10-Q 4/30/2025 |
| 1312025 | 3122025 | 10-Q 1/31/2025 |
| 10312024 | 1142025 | 10-K 10/31/2024 |
| 7312024 | 9092024 | 10-Q 7/31/2024 |
| 4302024 | 6102024 | 10-Q 4/30/2024 |
| 1312024 | 3112024 | 10-Q 1/31/2024 |
| 10312023 | 1312024 | 10-K 10/31/2023 |
| 7312023 | 9062023 | 10-Q 7/31/2023 |
| 4302023 | 6062023 | 10-Q 4/30/2023 |
| 1312023 | 3062023 | 10-Q 1/31/2023 |
| 10312022 | 12202022 | 10-K 10/31/2022 |
| 7312022 | 9012022 | 10-Q 7/31/2022 |
| 4302022 | 6022022 | 10-Q 4/30/2022 |
| 1312022 | 3142022 | 10-Q 1/31/2022 |
| 10312021 | 12212021 | 10-K 10/31/2021 |
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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