Chicago Rivet & Machine (CVR)
Market Price (3/9/2026): $14.45 | Market Cap: $14.0 MilSector: Consumer Discretionary | Industry: Household Appliances
Chicago Rivet & Machine (CVR)
Market Price (3/9/2026): $14.45Market Cap: $14.0 MilSector: Consumer DiscretionaryIndustry: Household Appliances
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
| Megatrend and thematic driversMegatrends include Automation & Robotics. Themes include Industrial Fastening Automation. | Trading close to highsDist 52W High is -2.7% | Not profitable at operating income levelOp Inc LTMOperating Income, Last Twelve Months is -3.8 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -15% |
| Weak multi-year price returns2Y Excs Rtn is -36%, 3Y Excs Rtn is -120% | Weak revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is -12%, Rev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -9.0% | |
| Not cash flow generativeCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is -5.4%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -6.3% | ||
| 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 -29% | ||
| Key risksCVR key risks include [1] substantial doubt about its ability to continue as a going concern due to recurring operating losses and [2] an unremediated material weakness in its internal control over financial reporting. |
| Megatrend and thematic driversMegatrends include Automation & Robotics. Themes include Industrial Fastening Automation. |
| Trading close to highsDist 52W High is -2.7% |
| Weak multi-year price returns2Y Excs Rtn is -36%, 3Y Excs Rtn is -120% |
| Not profitable at operating income levelOp Inc LTMOperating Income, Last Twelve Months is -3.8 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -15% |
| Weak revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is -12%, Rev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -9.0% |
| Not cash flow generativeCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is -5.4%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -6.3% |
| 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 -29% |
| Key risksCVR key risks include [1] substantial doubt about its ability to continue as a going concern due to recurring operating losses and [2] an unremediated material weakness in its internal control over financial reporting. |
Qualitative Assessment
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Chicago Rivet & Machine (CVR) stock has gained about 50% since 11/30/2025 because of the following key factors:
1. Improved Financial Performance and Shift to Profitability. Chicago Rivet & Machine Co. demonstrated a significant financial turnaround in recent quarters. The company reported a net income of $401,022, or $0.42 per share, in the first quarter of 2025, a notable improvement from a net loss in the same period of 2024. This positive trend continued into the third quarter of 2025, with reported earnings per share of $0.07, a substantial increase compared to a loss of $1.50 per share in the third quarter of 2024, and a net income reaching $67.6k. This shift from recurring operating losses to profitability likely enhanced investor confidence.
2. Consistent Quarterly Dividend Declarations. The company consistently declared quarterly cash dividends of $0.03 per share throughout 2025. A further quarterly cash dividend of $0.03 per share was declared, payable on March 20, 2026, to shareholders of record as of March 6, 2025. These regular dividend payments signal the company's financial stability and its commitment to returning value to shareholders.
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1. Improved Financial Performance and Shift to Profitability. Chicago Rivet & Machine Co. demonstrated a significant financial turnaround in recent quarters. The company reported a net income of $401,022, or $0.42 per share, in the first quarter of 2025, a notable improvement from a net loss in the same period of 2024. This positive trend continued into the third quarter of 2025, with reported earnings per share of $0.07, a substantial increase compared to a loss of $1.50 per share in the third quarter of 2024, and a net income reaching $67.6k. This shift from recurring operating losses to profitability likely enhanced investor confidence.
2. Consistent Quarterly Dividend Declarations. The company consistently declared quarterly cash dividends of $0.03 per share throughout 2025. A further quarterly cash dividend of $0.03 per share was declared, payable on March 20, 2026, to shareholders of record as of March 6, 2025. These regular dividend payments signal the company's financial stability and its commitment to returning value to shareholders.
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Stock Movement Drivers
Fundamental Drivers
The 52.2% change in CVR stock from 11/30/2025 to 3/8/2026 was primarily driven by a 52.2% change in the company's P/S Multiple.| (LTM values as of) | 11302025 | 3082026 | Change |
|---|---|---|---|
| Stock Price ($) | 9.45 | 14.39 | 52.2% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 26 | 26 | 0.0% |
| P/S Multiple | 0.4 | 0.5 | 52.2% |
| Shares Outstanding (Mil) | 1 | 1 | 0.0% |
| Cumulative Contribution | 52.2% |
Market Drivers
11/30/2025 to 3/8/2026| Return | Correlation | |
|---|---|---|
| CVR | 52.2% | |
| Market (SPY) | -1.6% | 12.3% |
| Sector (XLY) | -3.2% | 13.3% |
Fundamental Drivers
The 48.8% change in CVR stock from 8/31/2025 to 3/8/2026 was primarily driven by a 46.5% change in the company's P/S Multiple.| (LTM values as of) | 8312025 | 3082026 | Change |
|---|---|---|---|
| Stock Price ($) | 9.67 | 14.39 | 48.8% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 26 | 26 | 1.5% |
| P/S Multiple | 0.4 | 0.5 | 46.5% |
| Shares Outstanding (Mil) | 1 | 1 | 0.0% |
| Cumulative Contribution | 48.8% |
Market Drivers
8/31/2025 to 3/8/2026| Return | Correlation | |
|---|---|---|
| CVR | 48.8% | |
| Market (SPY) | 4.5% | 15.0% |
| Sector (XLY) | -1.1% | 12.1% |
Fundamental Drivers
The 0.5% change in CVR stock from 2/28/2025 to 3/8/2026 was primarily driven by a 14.6% change in the company's P/S Multiple.| (LTM values as of) | 2282025 | 3082026 | Change |
|---|---|---|---|
| Stock Price ($) | 14.32 | 14.39 | 0.5% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 30 | 26 | -12.3% |
| P/S Multiple | 0.5 | 0.5 | 14.6% |
| Shares Outstanding (Mil) | 1 | 1 | 0.0% |
| Cumulative Contribution | 0.5% |
Market Drivers
2/28/2025 to 3/8/2026| Return | Correlation | |
|---|---|---|
| CVR | 0.5% | |
| Market (SPY) | 14.2% | 18.6% |
| Sector (XLY) | 6.7% | 16.8% |
Fundamental Drivers
The -48.4% change in CVR stock from 2/28/2023 to 3/8/2026 was primarily driven by a -31.5% change in the company's P/S Multiple.| (LTM values as of) | 2282023 | 3082026 | Change |
|---|---|---|---|
| Stock Price ($) | 27.90 | 14.39 | -48.4% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 35 | 26 | -24.7% |
| P/S Multiple | 0.8 | 0.5 | -31.5% |
| Shares Outstanding (Mil) | 1 | 1 | 0.0% |
| Cumulative Contribution | -48.4% |
Market Drivers
2/28/2023 to 3/8/2026| Return | Correlation | |
|---|---|---|
| CVR | -48.4% | |
| Market (SPY) | 76.0% | 17.9% |
| Sector (XLY) | 61.0% | 14.1% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| CVR Return | 19% | 13% | -39% | -5% | -11% | 5% | -28% |
| Peers Return | 18% | -27% | 63% | 5% | 10% | 20% | 94% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | -0% | 82% |
Monthly Win Rates [3] | |||||||
| CVR Win Rate | 67% | 42% | 50% | 42% | 42% | 67% | |
| Peers Win Rate | 52% | 40% | 53% | 37% | 52% | 73% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 33% | |
Max Drawdowns [4] | |||||||
| CVR Max Drawdown | -2% | -4% | -44% | -16% | -45% | -9% | |
| Peers Max Drawdown | -14% | -47% | -9% | -31% | -29% | -2% | |
| S&P 500 Max Drawdown | -1% | -25% | -1% | -2% | -15% | -1% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: GHM, HY, MTW, TITN, ARTW. See CVR 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 3/6/2026 (YTD)
How Low Can It Go
| Event | CVR | S&P 500 |
|---|---|---|
| 2022 Inflation Shock | ||
| % Loss | -48.8% | -25.4% |
| % Gain to Breakeven | 95.2% | 34.1% |
| Time to Breakeven | Not Fully Recovered days | 464 days |
| 2020 Covid Pandemic | ||
| % Loss | -33.3% | -33.9% |
| % Gain to Breakeven | 50.0% | 51.3% |
| Time to Breakeven | 311 days | 148 days |
| 2018 Correction | ||
| % Loss | -45.7% | -19.8% |
| % Gain to Breakeven | 84.2% | 24.7% |
| Time to Breakeven | Not Fully Recovered days | 120 days |
| 2008 Global Financial Crisis | ||
| % Loss | -57.9% | -56.8% |
| % Gain to Breakeven | 137.4% | 131.3% |
| Time to Breakeven | 1,487 days | 1,480 days |
Compare to GHM, HY, MTW, TITN, ARTW
In The Past
Chicago Rivet & Machine's stock fell -48.8% during the 2022 Inflation Shock from a high on 3/23/2023. A -48.8% loss requires a 95.2% gain to breakeven.
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About Chicago Rivet & Machine (CVR)
Chicago Rivet & Machine Co. operates in the fastener industry in North America. It operates in two segments, Fasteners and Assembly Equipment. The Fastener segment manufactures and sells rivets, cold-formed fasteners and parts, and screw machine products. The Assembly Equipment segment manufactures automatic rivet setting machines and assembly equipment, as well as parts and tools for related machines. The company sells its products to automobile and automotive component manufacturers through independent sales representatives. The company was founded in 1920 and is headquartered in Naperville, Illinois.
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Here are 1-3 brief analogies for Chicago Rivet & Machine (CVR):
Think of them as a highly specialized Illinois Tool Works (ITW), focused exclusively on manufacturing rivets and rivet-setting machinery.
Like a smaller Timken, but manufacturing rivets and the machines to install them, rather than bearings.
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- Rivets: Manufactures a wide range of cold-formed fasteners, including semi-tubular, tubular, solid, and special rivets for various industrial applications.
- Rivet Setting Machines: Produces custom-engineered, automated rivet setting machines and tooling designed to efficiently install their manufactured rivets.
- Automated Assembly Systems: Designs and builds integrated automated assembly systems, often incorporating rivet setting, for customer-specific manufacturing processes.
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Chicago Rivet & Machine (CVR) primarily sells its products to other companies (B2B).
According to the company's latest annual reports (Form 10-K), CVR serves a diverse customer base, and no single customer accounted for more than 10% of its net sales in recent fiscal years. Therefore, CVR does not disclose specific major customer companies by name in its public filings.
However, based on its product offerings (rivets, cold-headed fasteners, and rivet-setting machines), CVR's customers are typically manufacturers across various industries that require high-volume fastening solutions. These industries represent the primary categories of companies CVR serves:
- Manufacturers of Automotive and Transportation Equipment
- Manufacturers of Appliances and other Consumer Durable Goods
- Manufacturers of General Industrial and Electrical Equipment
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Gregory D. Rizzo, Chief Executive Officer & Director
Mr. Gregory D. Rizzo joined Chicago Rivet & Machine Co. as Chief Executive Officer and Director on May 9, 2023. He previously served as Vice President and General Manager at another undisclosed company.
Joel M. Brown, Chief Financial Officer
Mr. Joel M. Brown serves as the Chief Financial Officer of Chicago Rivet & Machine Co., a position he assumed in November 2023. He is responsible for the company's financial health, strategic financial planning, and oversees accounting, budgeting, financial reporting, treasury, and capital management.
James T. Tanner, Senior Vice President of Sales & Marketing
Mr. James T. Tanner was appointed Senior Vice President of Sales and Marketing at Chicago Rivet & Machine Co., effective May 1, 2025. He brings over 30 years of sales and leadership experience in manufacturing, having held executive positions at companies such as Bosch, MacLean-Fogg, KSR International, and Speedgrip Chuck Co. His expertise includes revenue generation, corporate branding, key account management, and more than a decade in the fastener industry. Mr. Tanner holds a bachelor's degree in electrical engineering from Lawrence Technological University.
Christina M. Reato, Secretary
Ms. Christina M. Reato serves as the Secretary of Chicago Rivet & Machine Co. In this role, she is responsible for managing corporate governance matters, maintaining important company records, and ensuring compliance with all legal and regulatory requirements.
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The key risks to Chicago Rivet & Machine (CVR) business are:
- Liquidity Risk and Substantial Doubt About Going Concern: Chicago Rivet & Machine faces significant liquidity risk, with management acknowledging "substantial doubt" about its ability to continue as a going concern. This is primarily due to recurring operating losses and negative cash flows. The company has reported a net loss of $4,401,584 in 2023 and $5,615,614 in 2024. While there was a slight improvement in net income for Q3 2025, the overall financial situation remains precarious.
- High Dependency on the Volatile Automotive Industry and Related Macroeconomic Factors: The company relies heavily on the domestic and international automotive industry for a significant portion of its sales revenue. This dependency exposes CVR to the cyclical and volatile nature of the automotive market. Furthermore, the business is significantly impacted by macroeconomic factors such as intense competition, the price and availability of raw materials, supply chain disruptions, and increased labor costs due to a tight labor market. The company has experienced challenges in obtaining timely pricing relief under restrictive automotive contracts to offset these rising input costs, negatively affecting margins and profitability.
- Material Weakness in Internal Control Over Financial Reporting: Chicago Rivet & Machine has identified a material weakness in its internal control over financial reporting, specifically related to inventory valuation, which remained unremediated as of the third quarter of 2025. This issue can lead to inaccuracies in financial reporting and potentially undermine investor confidence.
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- Increasing Adoption of Advanced Joining Technologies: Industries such as automotive and aerospace, key sectors for Chicago Rivet & Machine, are increasingly turning to advanced joining methods like structural adhesives, laser welding, and friction stir welding. These technologies are favored for lightweighting initiatives, joining dissimilar materials, and improving overall structural integrity and crash performance. As these methods gain broader adoption, they directly compete with and can reduce the demand for traditional mechanical fasteners like rivets in various applications.
- Shift in Automotive Manufacturing Towards Electric Vehicles (EVs): The ongoing global transition from internal combustion engine (ICE) vehicles to electric vehicles (EVs) significantly impacts manufacturing processes and material choices within the automotive industry, a major customer segment for CVR. EV design often prioritizes lightweight materials (e.g., aluminum, composites) and battery pack integration, which frequently leads to a greater reliance on advanced bonding, specialized welding, and other joining techniques over traditional riveting for certain assemblies. This fundamental change in vehicle construction can alter the demand landscape for CVR's core products.
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Chicago Rivet & Machine Co. (CVR) primarily operates in the industrial fastener industry, with its main products being rivets, cold-formed fasteners, and automatic rivet setting machines. The majority of the company's revenue is generated from its fastener segment. The addressable markets for CVR's main products are as follows: * Industrial Fasteners: * The global industrial fasteners market was valued at approximately USD 102.06 billion in 2024 and is projected to reach USD 144.36 billion by 2033. Other estimates place the global market at USD 99.63 billion in 2024, projected to reach USD 131.45 billion by 2030, or USD 113.2 billion in 2024, projected to increase to USD 186.2 billion by 2034. * The North American industrial fasteners market was estimated at USD 20.70 billion in 2024 and is projected to grow to USD 24.29 billion by 2029. Another source values the North American market at USD 27.78 billion in 2024, anticipated to reach USD 41.81 billion by 2032. The U.S. alone accounted for 71.7% of the North American industrial fastener market share in 2034 and 76% in 2024. * Blind Rivets: * The global blind rivet market was estimated at approximately USD 4.5 billion in 2023 and is projected to grow to USD 4.5 billion to USD 6.4 billion by 2029. * North America represents around 25% of the global blind rivet market share. The North American blind rivet nut market is expected to dominate the global market, accounting for 33.2% of the total market share in 2024, valued at approximately USD 30.5 million. * Riveting Tools: * The global riveting tools market size was valued at USD 219.0 million in 2024 and is expected to register a CAGR of 5.1% from 2025 to 2030. This market is driven by increasing demand from the automotive, aerospace, building, and construction sectors.AI Analysis | Feedback
Here are 3-5 expected drivers of future revenue growth for Chicago Rivet & Machine (CVR) over the next 2-3 years:
- Operational Efficiencies and Cost Savings from Consolidation: Chicago Rivet & Machine closed its Albia, Iowa manufacturing facility in 2024, consolidating operations into its Tyrone, Pennsylvania facility. This move is expected to drive meaningful cost savings through streamlined workflows, increased capacity utilization, and reduced overhead, contributing to improved gross margins and potentially enabling more competitive pricing or reinvestment for growth in the future.
- Targeted Customer Engagement and Expansion: The company is focused on improving profitability through targeted customer engagement, aiming to increase sales to both existing and new customers. This strategy involves strengthening current customer relationships and actively pursuing new business opportunities.
- Strategic Pricing Initiatives: Management is implementing pricing strategies to enhance profitability. These initiatives are designed to optimize revenue by adjusting product pricing in response to market conditions and input costs.
- Growth in the Assembly Equipment Segment: The assembly equipment segment was identified as a "bright spot" in 2023 and remains a focus for the company. Continued attention and investment in this area are anticipated to contribute to future revenue growth.
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Share Repurchases
Chicago Rivet & Machine Co. did not report any share repurchases for the fiscal years ended December 31, 2020, 2021, 2022, 2023, or 2024.
Share Issuance
There was no significant share issuance reported by Chicago Rivet & Machine Co. over the last 3-5 years.
Inbound Investments
No significant inbound investments by third-parties in Chicago Rivet & Machine Co. were identified over the last 3-5 years.
Outbound Investments
Chicago Rivet & Machine Co. did not report any significant outbound investments in other companies over the last 3-5 years.
Capital Expenditures
- Chicago Rivet & Machine Co. reported capital expenditures of $43,732 in 2024, $217,398 in 2023, and $1,349,275 in 2022.
- In 2024, the company announced the closure of its Albia, Iowa manufacturing facility, consolidating operations into its Tyrone, Pennsylvania facility to improve efficiency.
- The company sold its Naperville, Illinois headquarters property in the third quarter of 2022 for proceeds of $1,600,000. It subsequently leased office space at this location through 2024 and is relocating its headquarters to Warrenville, Illinois, under a new lease commencing March 1, 2025.
Latest Trefis Analyses
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Research & Analysis
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Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 16.22 |
| Mkt Cap | 0.4 |
| Rev LTM | 1,239 |
| Op Inc LTM | 8 |
| FCF LTM | -2 |
| FCF 3Y Avg | -1 |
| CFO LTM | 17 |
| CFO 3Y Avg | 35 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | -7.6% |
| Rev Chg 3Y Avg | 3.1% |
| Rev Chg Q | 0.2% |
| QoQ Delta Rev Chg LTM | 0.1% |
| Op Mgn LTM | 0.8% |
| Op Mgn 3Y Avg | 2.9% |
| QoQ Delta Op Mgn LTM | 0.0% |
| CFO/Rev LTM | 1.6% |
| CFO/Rev 3Y Avg | 2.1% |
| FCF/Rev LTM | -1.6% |
| FCF/Rev 3Y Avg | -0.2% |
Valuation
| Median | |
|---|---|
| Name | |
| Mkt Cap | 0.4 |
| P/S | 0.4 |
| P/EBIT | 1.4 |
| P/E | 3.6 |
| P/CFO | 4.4 |
| Total Yield | -2.2% |
| Dividend Yield | 0.0% |
| FCF Yield 3Y Avg | 1.2% |
| D/E | 0.8 |
| Net D/E | 0.7 |
Returns
| Median | |
|---|---|
| Name | |
| 1M Rtn | -4.2% |
| 3M Rtn | 11.3% |
| 6M Rtn | 11.5% |
| 12M Rtn | 25.8% |
| 3Y Rtn | -23.9% |
| 1M Excs Rtn | -0.1% |
| 3M Excs Rtn | 12.4% |
| 6M Excs Rtn | 9.0% |
| 12M Excs Rtn | 13.3% |
| 3Y Excs Rtn | -94.1% |
Comparison Analyses
Price Behavior
Price Behavior
| Market Price | $14.39 | |
| Market Cap ($ Bil) | 0.0 | |
| First Trading Date | 02/28/1992 | |
| Distance from 52W High | -2.7% | |
| 50 Days | 200 Days | |
| DMA Price | $13.90 | $12.06 |
| DMA Trend | up | up |
| Distance from DMA | 3.5% | 19.3% |
| 3M | 1YR | |
| Volatility | 62.4% | 69.1% |
| Downside Capture | 25.41 | 121.56 |
| Upside Capture | 204.09 | 105.29 |
| Correlation (SPY) | 8.8% | 18.4% |
CVR 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 | 0.26 | -0.08 | 0.73 | 0.74 | 0.64 | 0.58 |
| Up Beta | 0.14 | -0.57 | -2.08 | -1.63 | -0.05 | 0.27 |
| Down Beta | 0.55 | 0.58 | -0.05 | 0.52 | 0.86 | 0.85 |
| Up Capture | -4% | -35% | 344% | 214% | 104% | 14% |
| Bmk +ve Days | 9 | 20 | 31 | 70 | 142 | 431 |
| Stock +ve Days | 10 | 20 | 31 | 56 | 106 | 300 |
| Down Capture | 50% | -15% | 71% | 110% | 117% | 96% |
| Bmk -ve Days | 12 | 21 | 30 | 54 | 109 | 320 |
| Stock -ve Days | 9 | 19 | 28 | 60 | 121 | 350 |
[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 CVR | |
|---|---|---|---|---|
| CVR | 32.3% | 68.3% | 0.75 | - |
| Sector ETF (XLY) | 9.0% | 24.0% | 0.30 | 19.3% |
| Equity (SPY) | 16.4% | 19.2% | 0.66 | 20.5% |
| Gold (GLD) | 77.1% | 26.1% | 2.17 | 11.0% |
| Commodities (DBC) | 19.6% | 17.1% | 0.89 | 13.2% |
| Real Estate (VNQ) | 3.1% | 16.6% | 0.01 | 8.1% |
| Bitcoin (BTCUSD) | -24.9% | 45.6% | -0.49 | 15.9% |
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Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with CVR | |
|---|---|---|---|---|
| CVR | -6.4% | 45.1% | -0.02 | - |
| Sector ETF (XLY) | 7.6% | 23.7% | 0.28 | 13.8% |
| Equity (SPY) | 13.0% | 17.0% | 0.60 | 15.9% |
| Gold (GLD) | 24.2% | 17.2% | 1.14 | 9.8% |
| Commodities (DBC) | 11.9% | 19.0% | 0.51 | 9.3% |
| Real Estate (VNQ) | 5.0% | 18.8% | 0.17 | 7.5% |
| Bitcoin (BTCUSD) | 6.5% | 56.8% | 0.34 | 10.5% |
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Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with CVR | |
|---|---|---|---|---|
| CVR | -0.1% | 40.8% | 0.14 | - |
| Sector ETF (XLY) | 13.0% | 21.9% | 0.55 | 11.5% |
| Equity (SPY) | 15.0% | 17.9% | 0.72 | 12.9% |
| Gold (GLD) | 15.1% | 15.6% | 0.80 | 7.9% |
| Commodities (DBC) | 9.0% | 17.6% | 0.43 | 6.9% |
| Real Estate (VNQ) | 6.1% | 20.7% | 0.26 | 8.7% |
| Bitcoin (BTCUSD) | 65.9% | 66.8% | 1.05 | 7.9% |
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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 | 11/07/2025 | 10-Q |
| 06/30/2025 | 08/08/2025 | 10-Q |
| 03/31/2025 | 05/09/2025 | 10-Q |
| 12/31/2024 | 03/28/2025 | 10-K |
| 09/30/2024 | 11/12/2024 | 10-Q |
| 06/30/2024 | 08/14/2024 | 10-Q |
| 03/31/2024 | 05/10/2024 | 10-Q |
| 12/31/2023 | 03/28/2024 | 10-K |
| 09/30/2023 | 11/07/2023 | 10-Q |
| 06/30/2023 | 08/07/2023 | 10-Q |
| 03/31/2023 | 05/08/2023 | 10-Q |
| 12/31/2022 | 03/29/2023 | 10-K |
| 09/30/2022 | 11/08/2022 | 10-Q |
| 06/30/2022 | 08/05/2022 | 10-Q |
| 03/31/2022 | 05/06/2022 | 10-Q |
| 12/31/2021 | 03/21/2022 | 10-K |
Insider Activity
Expand for More| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Morrissey, John A | Direct | Buy | 12162025 | 14.36 | 2,537 | 36,431 | 1,436,000 | 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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