Calavo Growers (CVGW)
Market Price (3/21/2026): $23.82 | Market Cap: $425.8 MilSector: Consumer Staples | Industry: Food Distributors
Calavo Growers (CVGW)
Market Price (3/21/2026): $23.82Market Cap: $425.8 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 6.3%, Dividend Yield is 2.5% | Weak multi-year price returns2Y Excs Rtn is -40%, 3Y Excs Rtn is -59% | Expensive valuation multiplesP/CFOPrice/(Cash Flow from Operations). CFO is cash before capital expenditures. is 25x |
| Low stock price volatilityVol 12M is 39% | Weak revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is -10%, Rev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is 0.0%, Rev Chg QQuarterly Revenue Change % is -21% | |
| Megatrend and thematic driversMegatrends include Health & Wellness Trends, and Vegan & Alternative Foods. Themes include Organic & Natural Products, Functional Foods & Beverages, Show more. | 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. |
| Attractive yieldTotal YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 6.3%, Dividend Yield is 2.5% |
| Low stock price volatilityVol 12M is 39% |
| 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 -40%, 3Y Excs Rtn is -59% |
| Expensive valuation multiplesP/CFOPrice/(Cash Flow from Operations). CFO is cash before capital expenditures. is 25x |
| Weak revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is -10%, Rev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is 0.0%, Rev Chg QQuarterly Revenue Change % is -21% |
| 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. |
Qualitative Assessment
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Calavo Growers (CVGW) stock has gained about 15% since 11/30/2025 because of the following key factors:
1. Proposed Merger with Mission Produce. On January 14, 2026, Calavo Growers announced a definitive agreement for Mission Produce, Inc. to acquire the company in a cash and stock transaction. This strategic combination likely fueled investor optimism and contributed significantly to the stock's upward trend.
2. Strong Q1 2026 Adjusted Earnings Per Share (EPS) Beat. Calavo Growers reported adjusted EPS of $0.27 for the first fiscal quarter ended January 31, 2026, surpassing analysts' consensus estimates of $0.22 by $0.05, representing a 22.7% beat. This positive earnings surprise indicated better-than-expected financial performance.
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1. Proposed Merger with Mission Produce. On January 14, 2026, Calavo Growers announced a definitive agreement for Mission Produce, Inc. to acquire the company in a cash and stock transaction. This strategic combination likely fueled investor optimism and contributed significantly to the stock's upward trend.
2. Strong Q1 2026 Adjusted Earnings Per Share (EPS) Beat. Calavo Growers reported adjusted EPS of $0.27 for the first fiscal quarter ended January 31, 2026, surpassing analysts' consensus estimates of $0.22 by $0.05, representing a 22.7% beat. This positive earnings surprise indicated better-than-expected financial performance.
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Stock Movement Drivers
Fundamental Drivers
The 17.2% change in CVGW stock from 11/30/2025 to 3/20/2026 was primarily driven by a 15.3% change in the company's P/E Multiple.| (LTM values as of) | 11302025 | 3202026 | Change |
|---|---|---|---|
| Stock Price ($) | 20.31 | 23.79 | 17.2% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 694 | 616 | -11.2% |
| Net Income Margin (%) | 2.3% | 2.6% | 14.5% |
| P/E Multiple | 22.9 | 26.4 | 15.3% |
| Shares Outstanding (Mil) | 18 | 18 | -0.1% |
| Cumulative Contribution | 17.2% |
Market Drivers
11/30/2025 to 3/20/2026| Return | Correlation | |
|---|---|---|
| CVGW | 17.2% | |
| Market (SPY) | -4.8% | 15.2% |
| Sector (XLP) | 2.4% | 16.0% |
Fundamental Drivers
The -11.5% change in CVGW stock from 8/31/2025 to 3/20/2026 was primarily driven by a -42.7% change in the company's P/E Multiple.| (LTM values as of) | 8312025 | 3202026 | Change |
|---|---|---|---|
| Stock Price ($) | 26.89 | 23.79 | -11.5% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 694 | 616 | -11.3% |
| Net Income Margin (%) | 1.5% | 2.6% | 74.7% |
| P/E Multiple | 46.1 | 26.4 | -42.7% |
| Shares Outstanding (Mil) | 18 | 18 | -0.3% |
| Cumulative Contribution | -11.5% |
Market Drivers
8/31/2025 to 3/20/2026| Return | Correlation | |
|---|---|---|
| CVGW | -11.5% | |
| Market (SPY) | 1.1% | 15.3% |
| Sector (XLP) | 1.3% | 29.0% |
Fundamental Drivers
The 7.2% change in CVGW stock from 2/28/2025 to 3/20/2026 was primarily driven by a 15.6% change in the company's P/S Multiple.| (LTM values as of) | 2282025 | 3202026 | Change |
|---|---|---|---|
| Stock Price ($) | 22.18 | 23.79 | 7.2% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 662 | 616 | -6.8% |
| P/S Multiple | 0.6 | 0.7 | 15.6% |
| Shares Outstanding (Mil) | 18 | 18 | -0.4% |
| Cumulative Contribution | 7.2% |
Market Drivers
2/28/2025 to 3/20/2026| Return | Correlation | |
|---|---|---|
| CVGW | 7.2% | |
| Market (SPY) | 10.4% | 12.7% |
| Sector (XLP) | -0.3% | 33.1% |
Fundamental Drivers
The -20.9% change in CVGW stock from 2/28/2023 to 3/20/2026 was primarily driven by a -19.9% change in the company's Total Revenues ($ Mil).| (LTM values as of) | 2282023 | 3202026 | Change |
|---|---|---|---|
| Stock Price ($) | 30.06 | 23.79 | -20.9% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 770 | 616 | -19.9% |
| P/S Multiple | 0.7 | 0.7 | 0.0% |
| Shares Outstanding (Mil) | 18 | 18 | -1.1% |
| Cumulative Contribution | -20.9% |
Market Drivers
2/28/2023 to 3/20/2026| Return | Correlation | |
|---|---|---|
| CVGW | -20.9% | |
| Market (SPY) | 70.3% | 16.2% |
| Sector (XLP) | 21.4% | 26.4% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| CVGW Return | -37% | -30% | 1% | -12% | -12% | 13% | -61% |
| Peers Return | 2% | -15% | 13% | 22% | -13% | 4% | 8% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | -3% | 76% |
Monthly Win Rates [3] | |||||||
| CVGW Win Rate | 50% | 42% | 58% | 42% | 42% | 67% | |
| Peers Win Rate | 52% | 47% | 50% | 57% | 42% | 60% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 33% | |
Max Drawdowns [4] | |||||||
| CVGW Max Drawdown | -50% | -31% | -25% | -29% | -25% | -2% | |
| Peers Max Drawdown | -7% | -25% | -15% | -12% | -26% | -3% | |
| S&P 500 Max Drawdown | -1% | -25% | -1% | -2% | -15% | -3% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: AVO, FDP, DOLE, LMNR, HRL. 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] 2026 data is for the year up to 3/20/2026 (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 AVO, FDP, DOLE, LMNR, HRL
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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About Calavo Growers (CVGW)
Calavo Growers, Inc. markets and distributes avocados, prepared avocados, and other perishable foods to retail grocery and foodservice customers, club stores, mass merchandisers, food distributors, and wholesale customers worldwide. It operates in three segments: Fresh Products, Calavo Foods, and Renaissance Food Group (RFG). The Fresh products segment distributes avocados and other fresh produce products comprising tomatoes and papayas; and procures avocados grown in California, Mexico, Peru, and Colombia. The Calavo Foods segment is involved in purchasing, processing, packaging, and distributing prepared avocado products, including guacamole and salsa. The RFG segment manufactures, markets, and distributes fresh-cut fruits and vegetables, fresh prepared entrée salads, wraps, sandwiches, and fresh snacking products, as well as ready-to-heat entrees, other hot bar and various deli items, meals kits and related components, and salad kits. The company offers its products under the Calavo and RFG brands, and related logos; and Avo Fresco, Bueno, Calavo Gold, Calavo Salsa Lisa, Salsa Lisa, Celebrate the Taste, El Dorado, Fresh Ripe, Select, Taste of Paradise, The First Name in Avocados, Tico, Mfresh, Maui Fresh International, Triggered Avocados, ProRipeVIP, RIPE NOW!, Garden Highway Fresh Cut, Garden Highway, and Garden Highway Chef Essentials trademarks. Calavo Growers, Inc. was founded in 1924 and is headquartered in Santa Paula, California.
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It's like the 'Dole Food Company' for avocados and prepared avocado products like guacamole.
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Major Products of Calavo Growers (CVGW):
- Fresh Avocados: The company markets and distributes fresh avocados, sourcing them from various global regions.
- Other Fresh Produce: It distributes additional fresh produce items, including tomatoes and papayas.
- Prepared Avocado Products: This category includes processed, packaged, and distributed prepared avocado products such as guacamole and salsa.
- Fresh-Cut Fruits and Vegetables: Calavo manufactures and distributes a range of fresh-cut fruits and vegetables.
- Prepared Meals & Snacking Products: The company offers fresh prepared entrée salads, wraps, sandwiches, ready-to-heat entrees, and various fresh snacking items.
- Meal and Salad Kits: It provides meal kits, their components, and salad kits to consumers.
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Calavo Growers (CVGW) primarily sells its products to other companies. Based on the provided description, its major customers fall into the following categories:
- Retailers: This includes retail grocery customers, club stores (such as warehouse clubs), and mass merchandisers (large general merchandise retailers that also sell food). These businesses sell directly to consumers.
- Foodservice Providers: These are businesses that prepare and serve food, such as restaurants, hotels, cafeterias, and institutional food providers.
- Food Distributors and Wholesalers: These companies act as intermediaries, distributing Calavo Growers' products to other businesses within the food supply chain.
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B. John Lindeman, President and Chief Executive Officer
B. John Lindeman was appointed President and Chief Executive Officer of Calavo Growers, Inc. effective December 8, 2025. He previously served as Calavo's Chief Financial Officer and Corporate Secretary from 2015 to 2020. Most recently, Mr. Lindeman was the Chief Executive Officer of Hydrofarm Holdings Group, Inc., a manufacturer and distributor of hydroponics equipment. He also held senior finance roles at Hydrofarm and serves on the board of Utz Brands, Inc..
James Snyder, Chief Financial Officer
James Snyder was appointed Chief Financial Officer of Calavo Growers, Inc. effective December 2, 2024. He previously worked at Calavo for 18 years, from 2001 to 2020, serving as Corporate Controller and Chief Accounting Officer. Before rejoining Calavo, Mr. Snyder held similar corporate controller and chief accounting officer roles at Gem-Pack Berries and Nano Banc. He began his career at Deloitte in various audit functions..
Ron Araiza, EVP Calavo Foods Division
Ron Araiza serves as the Executive Vice President of the Calavo Foods Division.
Dionisio Ortiz, Vice President Calavo de México
Dionisio Ortiz is the Vice President of Calavo de México.
Michael Browne, Executive Vice President, Sales and Operations
Michael Browne holds the position of Executive Vice President, Sales and Operations.
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Key Risks to Calavo Growers (CVGW)
- Market and Operational Risks Inherent in Agricultural Commodities: Calavo Growers is highly vulnerable to the inherent risks of farming and agricultural commodity markets. This includes significant market price fluctuations and demand volatility for its products, particularly avocados, which are influenced by uncontrollable factors such as adverse weather conditions (droughts, freezes), pest and disease problems, and seasonal variations in harvest. These factors directly impact supply, quality, and ultimately, the company's revenue, margins, and profitability. Furthermore, public perceptions of food safety, and actual incidents like FDA detention holds on imports due to trace levels of substances, can lead to substantial costs and operational disruptions.
- Supply Chain Dependence and Disruptions: The company relies heavily on a complex global supply chain and its relationships with independent growers across various regions, including California, Mexico, Peru, and Colombia. This dependence exposes Calavo to risks from geopolitical tensions, especially in key sourcing regions like Mexico, which can affect farming and distribution. Changes in trade policies, increased regulatory scrutiny, and challenges in maintaining robust relationships with growers can lead to supply interruptions and increased operational costs. Moreover, broader logistical challenges, such as transportation restrictions and fluctuating fuel costs, can further disrupt the supply chain, elevate raw material expenses, and hinder the company's ability to meet customer demand.
- Intense Competition and Shifting Consumer Preferences: Calavo Growers operates in a highly competitive landscape for both fresh avocados and prepared avocado products, facing competition from large multinational distributors, regional players, and diversified food companies. This intense competition can lead to pricing pressures and challenges in maintaining market share. Additionally, the business is susceptible to changes in consumer preferences and the company's ability to adapt to new food trends. A concentration of revenue in avocado products means that any significant shift in consumer demand away from avocados, or failure to innovate in its prepared foods segment, could materially impact sales and profitability. The industry also faces increasing scrutiny regarding sustainability and sourcing practices, and failure to meet consumer expectations in this area could negatively affect brand reputation and sales.
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Addressable Market Sizes for Calavo Growers' Main Products and Services
-
Avocados (Fresh Products Segment):
- The global avocado market was valued at approximately USD 15.83 billion in 2023 and is projected to reach USD 26.04 billion by 2030, growing at a CAGR of 7.4% from 2024 to 2030. North America was the largest revenue-generating market in 2023.
- The U.S. avocado market size was estimated at USD 3.69 billion in 2024 and is expected to reach USD 6.09 billion by 2035, growing at a CAGR of approximately 4.67% from 2025 to 2035. The U.S. market is on track to exceed 3 billion pounds in total avocado volume in 2025. In 2024, the U.S. imported 1.2 billion metric tons of fresh avocados, valued at a record-breaking USD 3.87 billion.
-
Prepared Avocado Products (Calavo Foods Segment - Guacamole, Salsa):
- The global guacamole market size was valued at USD 2.1 billion in 2023 and is estimated to grow at a CAGR of over 9% from 2024 to 2032. Another source estimates the global guacamole market size at USD 309.0 million in 2023, expected to grow at a CAGR of 5.8% from 2024 to 2030. North America is expected to dominate the global guacamole market in 2025, capturing around 41.5% of the total market share.
- The U.S. market size for Premade Salsa Production was USD 962.5 million in 2025. The U.S. Latin sauce market (which includes salsa) is estimated to be valued at USD 4.32 billion in 2025 and is expected to reach USD 7.62 billion by 2032, exhibiting a CAGR of 8.5% from 2025 to 2032. The global salsa sauce market is set to rise from approximately USD 3.57 billion in 2026, on track to hit USD 5.96 billion by 2035, growing at a CAGR of 6% between 2026 and 2035. North America holds 40–45% share of the global salsa sauce market.
-
Other Fresh Produce (Fresh Products Segment - including tomatoes and papayas) & Fresh-Cut Fruits and Vegetables (RFG Segment):
- The global fresh fruits & vegetables market size was estimated at USD 854.42 billion in 2024 and is projected to reach USD 1,274.25 billion by 2033, growing at a CAGR of 4.6% from 2025 to 2033. Another estimate for the global fruit and vegetable market size was approximately USD 767.33 billion in 2024 and is expected to reach around USD 1198.51 billion by 2034, growing at a CAGR of roughly 4.56% between 2025 and 2034.
- The global fresh-cut vegetables market was valued at USD 268.79 billion in 2025 and is anticipated to reach USD 832.36 billion by 2032, witnessing a CAGR of 14.4% during the forecast period 2026-2032.
-
Fresh Prepared Entrée Salads, Wraps, Sandwiches, Fresh Snacking Products, Ready-to-Heat Entrees, other hot bar and various deli items, Meal Kits and related components, and Salad Kits (RFG Segment):
- The U.S. Ready Meals Market size is expected to reach USD 58.7 billion by 2030, rising at a market growth of 6.8% CAGR during the forecast period. Another source states the U.S. ready-to-eat meals market size was estimated at USD 19.5 billion in 2024 and is projected to grow from USD 21.66 billion in 2025 to USD 62.0 billion by 2035, exhibiting a CAGR of 11.0% during the forecast period. North America held the largest share of 41.4% in the global ready meals market in 2021. The United States alone sold more than 4 billion units of ready meals in 2024.
- The global meal kit delivery services market size was estimated at USD 39.44 billion in 2025 and is projected to reach USD 79.83 billion by 2033, growing at a CAGR of 8.4% from 2026 to 2033. Another report estimates the global meal kit delivery service market size is anticipated to rise from USD 20.6 billion in 2025 to USD 50.3 billion by 2032, witnessing a CAGR of 13.6% from 2025 to 2032. The global meal kit market size was valued at USD 19.51 billion in 2024 and is poised to grow from USD 22.01 billion in 2025 to USD 57.69 billion by 2033, growing at a CAGR of 12.8% during the forecast period (2026–2033). North America is estimated to hold a 32.6% market share of the global meal kit delivery service market.
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Here are 3-5 expected drivers of future revenue growth for Calavo Growers (CVGW) over the next 2-3 years:
- Volume Growth in Avocados and Guacamole: Calavo Growers anticipates double-digit growth in avocado and guacamole sales volumes, and overall revenue, for fiscal year 2025. The company's Prepared segment, which includes guacamole and other avocado products, has demonstrated strong momentum driven by increased sales volumes, new customer acquisitions, and expanded relationships.
- New Customer Acquisition and Deeper Penetration of Existing Accounts: Calavo plans to fuel revenue growth by actively acquiring new customers and increasing its penetration within existing accounts. This strategy aims to broaden its market reach and strengthen its sales channels.
- Product Innovations: Product innovation is a key driver for Calavo Growers, with the company emphasizing this as a strategy to enhance its offerings and stimulate revenue growth in the coming fiscal years.
- Expanded Global Sourcing Strategies: The company intends to leverage expanded global sourcing strategies to support its anticipated growth in sales volumes and overall revenue. This allows for more diverse and potentially more stable supply chains.
- Pending Merger with Mission Produce: Calavo Growers is progressing with a pending merger with Mission Produce, which management expects to close in the third fiscal quarter of 2026. This merger is considered a major strategic event with the potential to significantly impact Calavo's market position and drive substantial revenue growth through increased scale, expanded distribution, and synergistic benefits.
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Share Repurchases
- On March 18, 2025, Calavo Growers' Board of Directors authorized a share repurchase program of up to $25 million of the Company's outstanding common stock.
- The share repurchase program is set to remain in effect until March 18, 2027, unless it is extended or terminated earlier.
Capital Expenditures
- Calavo Growers' capital expenditures for fiscal year 2025 totaled $2.2 million, which absorbed a significant portion of its operating cash flow.
- In the fourth quarter of fiscal year 2025, purchases of property, plant, and equipment amounted to $1.09 million, representing a 192.45% increase year-over-year.
- During the second quarter of fiscal year 2026, the company invested $0.788 million in capital expenditures, primarily focused on funding long-term assets and infrastructure.
Latest Trefis Analyses
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|---|---|
| ARTICLES |
Trade Ideas
Select ideas related to CVGW.
| Date | Ticker | Company | Category | Trade Strategy | 6M Fwd Rtn | 12M Fwd Rtn | 12M Max DD |
|---|---|---|---|---|---|---|---|
| 02272026 | BRBR | BellRing Brands | 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 | 0.0% | 0.0% | 0.0% |
| 02132026 | STZ | Constellation Brands | 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 | 5.7% | 5.7% | 0.0% |
| 02132026 | KMB | Kimberly-Clark | Insider | Insider Buys | Low D/EStrong Insider BuyingCompanies with strong insider buying in the last 1 month, positive operating income and reasonable debt / market cap | 1.9% | 1.9% | -1.7% |
| 02062026 | AVO | Mission Produce | Insider | Insider Buys | Low D/EStrong Insider BuyingCompanies with strong insider buying in the last 1 month, positive operating income and reasonable debt / market cap | 1.1% | 1.1% | -2.7% |
| 01022026 | CALM | Cal-Maine Foods | 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 | 12.0% | 12.0% | -7.7% |
Research & Analysis
Invest in Strategies
Wealth Management
Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 18.20 |
| Mkt Cap | 1.1 |
| Rev LTM | 2,829 |
| Op Inc LTM | 122 |
| FCF LTM | 26 |
| FCF 3Y Avg | 81 |
| CFO LTM | 105 |
| CFO 3Y Avg | 136 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 1.5% |
| Rev Chg 3Y Avg | -0.3% |
| Rev Chg Q | -8.0% |
| QoQ Delta Rev Chg LTM | -1.9% |
| Op Mgn LTM | 3.3% |
| Op Mgn 3Y Avg | 3.3% |
| QoQ Delta Op Mgn LTM | -0.2% |
| CFO/Rev LTM | 4.2% |
| CFO/Rev 3Y Avg | 3.7% |
| FCF/Rev LTM | 2.6% |
| FCF/Rev 3Y Avg | 1.8% |
Valuation
| Median | |
|---|---|
| Name | |
| Mkt Cap | 1.1 |
| P/S | 0.7 |
| P/EBIT | 13.6 |
| P/E | 25.5 |
| P/CFO | 10.5 |
| Total Yield | 4.6% |
| Dividend Yield | 1.4% |
| FCF Yield 3Y Avg | 4.0% |
| D/E | 0.2 |
| Net D/E | 0.2 |
Returns
| Median | |
|---|---|
| Name | |
| 1M Rtn | -9.8% |
| 3M Rtn | -5.7% |
| 6M Rtn | -5.5% |
| 12M Rtn | 2.0% |
| 3Y Rtn | 8.9% |
| 1M Excs Rtn | -4.9% |
| 3M Excs Rtn | -3.6% |
| 6M Excs Rtn | -4.6% |
| 12M Excs Rtn | -14.4% |
| 3Y Excs Rtn | -54.8% |
Comparison Analyses
Price Behavior
Price Behavior
| Market Price | $23.79 | |
| Market Cap ($ Bil) | 0.4 | |
| First Trading Date | 07/22/2002 | |
| Distance from 52W High | -13.5% | |
| 50 Days | 200 Days | |
| DMA Price | $25.22 | $24.61 |
| DMA Trend | indeterminate | up |
| Distance from DMA | -5.7% | -3.3% |
| 3M | 1YR | |
| Volatility | 35.9% | 39.0% |
| Downside Capture | 36.37 | 38.23 |
| Upside Capture | 102.42 | 33.28 |
| Correlation (SPY) | 10.0% | 9.5% |
CVGW Betas & Captures as of 2/28/2026
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 0.05 | 0.10 | 0.11 | 0.31 | 0.24 | 0.46 |
| Up Beta | -0.74 | -0.68 | -0.52 | 0.27 | 0.22 | 0.41 |
| Down Beta | 0.24 | 0.15 | 0.06 | 0.25 | 0.07 | 0.28 |
| Up Capture | 79% | 129% | 121% | 26% | 31% | 20% |
| Bmk +ve Days | 9 | 20 | 31 | 70 | 142 | 431 |
| Stock +ve Days | 11 | 23 | 34 | 59 | 120 | 350 |
| Down Capture | -43% | -88% | -71% | 41% | 37% | 87% |
| Bmk -ve Days | 12 | 21 | 30 | 54 | 109 | 320 |
| Stock -ve Days | 9 | 17 | 26 | 64 | 129 | 395 |
[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 CVGW | |
|---|---|---|---|---|
| CVGW | 0.3% | 38.9% | 0.09 | - |
| Sector ETF (XLP) | 3.9% | 14.1% | 0.04 | 31.3% |
| Equity (SPY) | 15.8% | 18.9% | 0.64 | 10.0% |
| Gold (GLD) | 48.2% | 27.0% | 1.45 | -1.2% |
| Commodities (DBC) | 17.8% | 17.4% | 0.83 | -1.2% |
| Real Estate (VNQ) | 1.0% | 16.4% | -0.11 | 19.9% |
| Bitcoin (BTCUSD) | -19.0% | 44.2% | -0.35 | 6.1% |
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Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with CVGW | |
|---|---|---|---|---|
| CVGW | -20.1% | 43.1% | -0.38 | - |
| Sector ETF (XLP) | 6.7% | 13.2% | 0.30 | 27.2% |
| Equity (SPY) | 11.8% | 17.0% | 0.54 | 18.1% |
| Gold (GLD) | 20.7% | 17.5% | 0.97 | 3.4% |
| Commodities (DBC) | 10.9% | 19.0% | 0.46 | 4.5% |
| Real Estate (VNQ) | 2.8% | 18.8% | 0.06 | 26.5% |
| Bitcoin (BTCUSD) | 4.7% | 56.7% | 0.30 | 4.5% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with CVGW | |
|---|---|---|---|---|
| CVGW | -6.4% | 39.2% | -0.04 | - |
| Sector ETF (XLP) | 7.2% | 14.7% | 0.36 | 27.3% |
| Equity (SPY) | 14.2% | 17.9% | 0.68 | 23.8% |
| Gold (GLD) | 13.3% | 15.7% | 0.70 | 1.3% |
| Commodities (DBC) | 8.3% | 17.6% | 0.39 | 8.2% |
| Real Estate (VNQ) | 5.0% | 20.7% | 0.21 | 27.3% |
| Bitcoin (BTCUSD) | 66.9% | 66.8% | 1.06 | 4.6% |
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 |
| 1/20/2026 | 1.8% | -3.6% | 2.4% |
| 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% |
| ... | |||
| SUMMARY STATS | |||
| # Positive | 10 | 9 | 9 |
| # Negative | 11 | 12 | 12 |
| Median Positive | 7.8% | 5.8% | 12.5% |
| Median Negative | -7.1% | -10.1% | -10.0% |
| 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 |
|---|---|---|
| 01/31/2026 | 03/12/2026 | 10-Q |
| 10/31/2025 | 01/14/2026 | 10-K |
| 07/31/2025 | 09/09/2025 | 10-Q |
| 04/30/2025 | 06/09/2025 | 10-Q |
| 01/31/2025 | 03/12/2025 | 10-Q |
| 10/31/2024 | 01/14/2025 | 10-K |
| 07/31/2024 | 09/09/2024 | 10-Q |
| 04/30/2024 | 06/10/2024 | 10-Q |
| 01/31/2024 | 03/11/2024 | 10-Q |
| 10/31/2023 | 01/31/2024 | 10-K |
| 07/31/2023 | 09/06/2023 | 10-Q |
| 04/30/2023 | 06/06/2023 | 10-Q |
| 01/31/2023 | 03/06/2023 | 10-Q |
| 10/31/2022 | 12/20/2022 | 10-K |
| 07/31/2022 | 09/01/2022 | 10-Q |
| 04/30/2022 | 06/02/2022 | 10-Q |
Insider Activity
Expand for More| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Cole, Lecil E | Chief Executive Officer | Direct | Buy | 4172025 | 24.57 | 40,775 | 1,001,842 | 15,110,550 | Form |
| 2 | Cole, Lecil E | Chief Executive Officer | Direct | Buy | 4162025 | 24.60 | 38,155 | 938,613 | 14,125,935 | Form |
| 3 | Cole, Lecil E | Chief Executive Officer | Direct | Buy | 4152025 | 23.73 | 21,070 | 499,991 | 12,720,941 | Form |
| 4 | Snyder, James E | Chief Financial Officer | Direct | Buy | 4102025 | 23.33 | 3,213 | 74,959 | 120,313 | Form |
| 5 | Browne, Michael A | Executive Vice President | Direct | Buy | 4102025 | 23.12 | 5,000 | 115,600 | 147,968 | 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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