Eventbrite (EB)
Market Price (2/27/2026): $4.415 | Market Cap: $428.0 MilSector: Communication Services | Industry: Interactive Media & Services
Eventbrite (EB)
Market Price (2/27/2026): $4.415Market Cap: $428.0 MilSector: Communication ServicesIndustry: Interactive Media & Services
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
| 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 -53% | Trading close to highsDist 52W High is -1.6% | Not profitable at operating income levelOp Inc LTMOperating Income, Last Twelve Months is -25 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -8.4% |
| Attractive cash flow generationCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 11%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 10% | Weak multi-year price returns2Y Excs Rtn is -82%, 3Y Excs Rtn is -118% | Weak revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is -12%, Rev Chg QQuarterly Revenue Change % is -7.8% |
| Attractive yieldFCF Yield is 6.9% | Significant share based compensationSBC/Rev LTMShare Based Compensation / Revenue (Sales), Last Twelve Months (LTM) is 11% | |
| Megatrend and thematic driversMegatrends include Experience Economy & Premiumization, Social Media & Creator Economy, and E-commerce & Digital Retail. Themes include Travel & Leisure Tech, Show more. | Valuation getting more expensiveP/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is 80% | |
| 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 -6.8% | ||
| Key risksEB key risks include [1] a shrinking ecosystem marked by a continued decline in paid ticket volume and creators, Show more. |
| 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 -53% |
| Attractive cash flow generationCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 11%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 10% |
| Attractive yieldFCF Yield is 6.9% |
| Megatrend and thematic driversMegatrends include Experience Economy & Premiumization, Social Media & Creator Economy, and E-commerce & Digital Retail. Themes include Travel & Leisure Tech, Show more. |
| Trading close to highsDist 52W High is -1.6% |
| Weak multi-year price returns2Y Excs Rtn is -82%, 3Y Excs Rtn is -118% |
| Not profitable at operating income levelOp Inc LTMOperating Income, Last Twelve Months is -25 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -8.4% |
| Weak revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is -12%, Rev Chg QQuarterly Revenue Change % is -7.8% |
| Significant share based compensationSBC/Rev LTMShare Based Compensation / Revenue (Sales), Last Twelve Months (LTM) is 11% |
| Valuation getting more expensiveP/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is 80% |
| 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 -6.8% |
| Key risksEB key risks include [1] a shrinking ecosystem marked by a continued decline in paid ticket volume and creators, Show more. |
Qualitative Assessment
AI Analysis | Feedback
1. Acquisition by Bending Spoons. Eventbrite announced on December 2, 2025, that it entered a definitive agreement to be acquired by Bending Spoons in an all-cash transaction valued at approximately $500 million. The per-share purchase price of $4.50 represented an 82% premium over Eventbrite's 60-day volume-weighted average share price as of December 1, 2025. This acquisition news served as a significant catalyst, driving the stock price towards the offer amount.
2. Stronger-than-expected Q3 2025 Financial Performance and Guidance. On November 6, 2025, Eventbrite reported its Third Quarter 2025 financial results, with an adjusted EBITDA margin reaching 11.7%, significantly surpassing its guidance of 7%. The company also saw its Eventbrite Ads revenue grow by 38% year-over-year and nearly a 4% increase in new paid creator acquisition. Furthermore, Eventbrite narrowed its full-year 2025 revenue guidance to $290 million-$293 million and raised its full-year Adjusted EBITDA margin outlook to approximately 8%-9%, signaling improved operational efficiency and a more positive financial trajectory.
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Stock Movement Drivers
Fundamental Drivers
The 90.9% change in EB stock from 10/31/2025 to 2/26/2026 was primarily driven by a 96.5% change in the company's P/S Multiple.| (LTM values as of) | 10312025 | 2262026 | Change |
|---|---|---|---|
| Stock Price ($) | 2.31 | 4.41 | 90.9% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 301 | 295 | -2.0% |
| P/S Multiple | 0.7 | 1.5 | 96.5% |
| Shares Outstanding (Mil) | 96 | 97 | -0.9% |
| Cumulative Contribution | 90.9% |
Market Drivers
10/31/2025 to 2/26/2026| Return | Correlation | |
|---|---|---|
| EB | 90.9% | |
| Market (SPY) | 1.1% | 7.8% |
| Sector (XLC) | 1.7% | 5.7% |
Fundamental Drivers
The 80.7% change in EB stock from 7/31/2025 to 2/26/2026 was primarily driven by a 96.1% change in the company's P/S Multiple.| (LTM values as of) | 7312025 | 2262026 | Change |
|---|---|---|---|
| Stock Price ($) | 2.44 | 4.41 | 80.7% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 313 | 295 | -5.7% |
| P/S Multiple | 0.7 | 1.5 | 96.1% |
| Shares Outstanding (Mil) | 95 | 97 | -2.3% |
| Cumulative Contribution | 80.7% |
Market Drivers
7/31/2025 to 2/26/2026| Return | Correlation | |
|---|---|---|
| EB | 80.7% | |
| Market (SPY) | 9.4% | 12.5% |
| Sector (XLC) | 9.0% | 9.4% |
Fundamental Drivers
The 39.1% change in EB stock from 1/31/2025 to 2/26/2026 was primarily driven by a 59.5% change in the company's P/S Multiple.| (LTM values as of) | 1312025 | 2262026 | Change |
|---|---|---|---|
| Stock Price ($) | 3.17 | 4.41 | 39.1% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 336 | 295 | -12.4% |
| P/S Multiple | 0.9 | 1.5 | 59.5% |
| Shares Outstanding (Mil) | 96 | 97 | -0.5% |
| Cumulative Contribution | 39.1% |
Market Drivers
1/31/2025 to 2/26/2026| Return | Correlation | |
|---|---|---|
| EB | 39.1% | |
| Market (SPY) | 15.5% | 17.2% |
| Sector (XLC) | 15.0% | 15.9% |
Fundamental Drivers
The -50.4% change in EB stock from 1/31/2023 to 2/26/2026 was primarily driven by a -58.8% change in the company's P/S Multiple.| (LTM values as of) | 1312023 | 2262026 | Change |
|---|---|---|---|
| Stock Price ($) | 8.89 | 4.41 | -50.4% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 249 | 295 | 18.4% |
| P/S Multiple | 3.5 | 1.5 | -58.8% |
| Shares Outstanding (Mil) | 99 | 97 | 1.7% |
| Cumulative Contribution | -50.4% |
Market Drivers
1/31/2023 to 2/26/2026| Return | Correlation | |
|---|---|---|
| EB | -50.4% | |
| Market (SPY) | 75.9% | 22.5% |
| Sector (XLC) | 118.2% | 22.0% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| EB Return | -4% | -66% | 43% | -60% | 32% | -1% | -76% |
| Peers Return | 11% | -39% | -2% | 15% | -15% | -7% | -40% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 1% | 85% |
Monthly Win Rates [3] | |||||||
| EB Win Rate | 50% | 33% | 33% | 33% | 50% | 0% | |
| Peers Win Rate | 47% | 28% | 38% | 58% | 42% | 50% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 100% | |
Max Drawdowns [4] | |||||||
| EB Max Drawdown | -26% | -70% | 0% | -68% | -45% | -1% | |
| Peers Max Drawdown | -20% | -45% | -23% | -26% | -34% | -13% | |
| S&P 500 Max Drawdown | -1% | -25% | -1% | -2% | -15% | -1% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: LYV, SEAT, TKO, PENN.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 2/26/2026 (YTD)
How Low Can It Go
| Event | EB | S&P 500 |
|---|---|---|
| 2022 Inflation Shock | ||
| % Loss | -79.5% | -25.4% |
| % Gain to Breakeven | 387.0% | 34.1% |
| Time to Breakeven | Not Fully Recovered days | 464 days |
| 2020 Covid Pandemic | ||
| % Loss | -73.8% | -33.9% |
| % Gain to Breakeven | 282.3% | 51.3% |
| Time to Breakeven | 335 days | 148 days |
| 2018 Correction | ||
| % Loss | -58.8% | -19.8% |
| % Gain to Breakeven | 142.5% | 24.7% |
| Time to Breakeven | Not Fully Recovered days | 120 days |
Compare to LYV, SEAT, TKO, PENN
In The Past
Eventbrite's stock fell -79.5% during the 2022 Inflation Shock from a high on 3/15/2021. A -79.5% loss requires a 387.0% gain to breakeven.
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About Eventbrite (EB)
AI Analysis | Feedback
Here are 1-3 brief analogies to describe Eventbrite:
- Shopify for events.
- Airbnb for local experiences and events.
AI Analysis | Feedback
```htmlEventbrite (EB) provides the following major services:
- Event Creation & Ticketing Platform: An online platform enabling event organizers to easily create event listings, manage ticket sales, and process registrations for various types of events.
- Event Marketing Tools: Services providing organizers with tools for promoting their events through email campaigns, social media integration, and discoverability features on Eventbrite.
- On-site Event Management Solutions: Tools and applications designed to facilitate smooth event day operations, including attendee check-in, real-time data access, and post-event reporting.
AI Analysis | Feedback
Eventbrite (symbol: EB) primarily sells its event technology platform and services to **event creators**, who utilize the platform to plan, promote, and sell tickets or registrations for their events. Due to the nature of its self-service platform model, Eventbrite does not have a handful of publicly identifiable "major customer companies" in the traditional B2B sense (e.g., a few large corporations accounting for a significant portion of revenue). Instead, its customer base is highly fragmented and consists of millions of diverse event organizers.
Given that Eventbrite's customers are a vast array of individuals, small businesses, and non-profit organizations rather than a concentrated list of large corporate clients, it's more appropriate to describe the categories of event creators it serves. These creators often operate as individuals, small businesses, or non-profit entities.
Here are up to three categories of customers that Eventbrite serves:
- Professional Event Organizers and Small Businesses: This category encompasses individuals, entrepreneurs, and small to medium-sized businesses that regularly host and manage a wide range of events. Examples include local conference organizers, workshop providers (e.g., business training, culinary classes), fitness instructors, local promoters for music or comedy, and organizers of niche festivals or community markets.
- Non-Profit Organizations and Community Groups: These entities utilize Eventbrite for various purposes, including fundraising galas, charity runs, community festivals, volunteer recruitment, awareness campaigns, and other public gatherings that require ticketing, registration, or attendee management.
- Independent Creators and Hobbyists: This segment consists of individuals organizing smaller-scale or occasional events. This can include one-off classes (e.g., art workshops, cooking lessons), local meetups, small cultural performances, or even private parties where tickets are sold to cover costs or manage attendance.
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- Amazon.com, Inc. (AMZN)
- Alphabet Inc. (GOOGL)
- Stripe, Inc.
- PayPal Holdings, Inc. (PYPL)
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Julia Hartz, Co-Founder, Chief Executive Officer, & Executive Chair
Julia Hartz co-founded Eventbrite in 2006. She became CEO in April 2016. Prior to Eventbrite, Hartz was a development executive at MTV from 2001 to 2003 and at FX Networks from 2003 to 2005, contributing to shows like Jackass, The Shield, Rescue Me, Nip/Tuck, and 30 Days. She led the company to its initial public offering in September 2018. Hartz is also an investor in various startups, including Minted, Chairish, Playa Capital Company, Tamara Mellon, and Color Genomics, and serves on the Board of Directors of the Four Seasons Hotels and Resorts and the University of California, San Francisco's Board of Overseers. Eventbrite was bootstrapped for its first two to four years.
Anand Gandhi, Chief Financial Officer (effective November 19, 2024)
Anand Gandhi is set to become Eventbrite's Chief Financial Officer on November 19, 2024. He previously served as CFO at Viator, a travel experience marketplace, where he was instrumental in transforming the business's financial performance, achieving profitability while driving significant revenue growth. Before Viator, Gandhi was the CFO of Skillshare, an online learning platform, where he oversaw record revenue growth and managed multiple rounds of equity and debt fundraising. His career also includes financial, strategic, and operational leadership roles at major entertainment companies such as The Walt Disney Company, 21st Century Fox, Viacom, and Time Inc. Gandhi began his career in investment banking at Morgan Stanley. He also serves on the board of directors for New_ Public, a non-profit R&D lab.
Lanny Baker, Chief Operating Officer (effective November 19, 2024)
Lanny Baker, who previously served as Eventbrite's CFO since September 2019, will transition to the role of Chief Operating Officer, effective November 19, 2024. Before joining Eventbrite, Baker was the CFO at Yelp. He has also held the position of CEO at ZipRealty and CFO for Monster Worldwide, where he played a key role in the company's international expansion. Earlier in his career, Baker worked as a sell-side research analyst focusing on the Internet and Media industries. He has also served as a board director for public companies including HomeAway, XO Group, and Leaf.
Ted Dworkin, Chief Product Officer
Ted Dworkin is the Chief Product Officer at Eventbrite. He leads the global product management, design, and research teams, driving innovation for event creators.
Phil Silverstone, Chief Customer Officer
Phil Silverstone is the Chief Customer Officer at Eventbrite. He is responsible for leading the company's global go-to-market strategy, as well as driving Eventbrite's sales and services efforts.
AI Analysis | Feedback
The following are the key risks to Eventbrite's business:-
Eventbrite faces a continued decline in paid ticket volume and a loss of paid creators, indicating a shrinking ecosystem for the company. The number of paid tickets and paid event creators has been consistently decreasing, with paid ticket counts declining 3% year-over-year to 19.1 million and paid creators decreasing by 1% year-over-year as of November 2025.
-
The company is experiencing intensifying competition within the event management and ticketing industries. Notably, StubHub is aggressively expanding beyond ticket resale into direct issuance, posing a significant competitive threat to Eventbrite's market share.
-
Eventbrite is vulnerable to macroeconomic headwinds that impact discretionary consumer spending. A weaker global economy and cautious consumer spending on non-essential items like live events and tickets negatively affect the company's revenue and overall business performance.
AI Analysis | Feedback
The increasing integration of robust, direct event ticketing and management features within major social media platforms, particularly those heavily investing in the creator economy and e-commerce (e.g., Meta's Facebook and Instagram, TikTok). These platforms possess massive user bases and existing relationships with creators, and their ongoing efforts to enable direct monetization and transactions could lead them to offer seamless, potentially lower-cost, in-app ticketing solutions. This could disintermediate Eventbrite by allowing creators to promote and sell tickets directly to their audiences without needing a third-party platform, thereby capturing the service fees Eventbrite currently earns.
AI Analysis | Feedback
Eventbrite estimates its total addressable market to be $3.2 billion globally.
AI Analysis | Feedback
Eventbrite (EB) is expected to drive future revenue growth over the next 2-3 years through several key initiatives:
-
Growth in Eventbrite Ads: Eventbrite Ads has been a rapidly expanding and high-margin revenue stream for the company. In the third quarter of 2025, revenue from Eventbrite Ads surged by 38% year-over-year. This growth reflects the company's ability to generate revenue beyond core ticketing fees by offering advertising solutions to event creators.
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Increased Take Rate and Revenue Per Ticket: Eventbrite has focused on enhancing its monetization strategies, leading to an increased take rate and revenue per ticket. In the third quarter of 2024, revenue per ticket reached $3.97, up from $3.57 a year prior. This improvement was attributed to the growth of Eventbrite Ads and organizer fees, with the revenue take rate increasing by 60 basis points to 9.8%.
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Return to Paid Ticket Volume Growth: After experiencing declines, Eventbrite anticipates a return to year-over-year paid ticket volume growth. The company projects monthly year-over-year growth in paid ticket volume within the first few months of 2026, and quarterly year-over-year growth for paid tickets, ticketing revenue, and total net revenue by the second quarter of 2026. This indicates a fundamental recovery and expansion of its core event ticketing business.
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Creator Acquisition and Retention, Especially High-Volume Creators: Eventbrite is prioritizing strategies to attract and retain event creators, particularly those who generate a high volume of tickets. The company reported a nearly 4% increase in new paid creator acquisition in Q3 2025 and significant improvements in creator retention, attributing these successes to enhancements in user experience, support, and foundational systems. High-volume creators are particularly important as they "drive nearly 60% of paid tickets and about half of gross ticket fees." Additionally, a free tier launched in September (presumably 2024) has also positively impacted creator acquisition and ticket volume.
AI Analysis | Feedback
Share Repurchases
- Eventbrite authorized a share repurchase program of up to $100 million of its outstanding Class A common stock in March 2024.
- In August 2024, the company repurchased $120 million in aggregate principal amount of its 5.000% Convertible Senior Notes due 2025 for approximately $120.2 million in cash.
- During the third quarter of 2025, Eventbrite repurchased $125 million of its 2026 convertible notes for approximately $118.9 million.
Share Issuance
- Proceeds from the issuance of common stock under the Employee Stock Purchase Plan (ESPP) were $454,000 for the nine months ended September 30, 2025, and $164,000 for the three months ended September 30, 2025.
- On November 1, 2025, 13,724 Class A shares were acquired upon RSU settlement, with 3,485 shares withheld to satisfy taxes.
Inbound Investments
- Eventbrite raised $225 million in a Post-IPO Equity round in May 2020 from Francisco Partners.
- The company raised $185 million in a Post IPO funding round on March 8, 2021.
Outbound Investments
- Eventbrite acquired ToneDen, a social-marketing platform, for $7.5 million in November 2020.
Capital Expenditures
- Specific dollar values for capital expenditures made by Eventbrite were not publicly detailed within the 2020-2025 timeframe in the available information.
Latest Trefis Analyses
| Title | Date | |
|---|---|---|
| DASHBOARDS | ||
| Eventbrite Earnings Notes | 12/16/2025 | |
| Is Eventbrite Stock Built to Withstand a Pullback? | 10/17/2025 |
| Title | |
|---|---|
| ARTICLES |
Trade Ideas
Select ideas related to EB.
| Date | Ticker | Company | Category | Trade Strategy | 6M Fwd Rtn | 12M Fwd Rtn | 12M Max DD |
|---|---|---|---|---|---|---|---|
| 01302026 | RBLX | Roblox | Dip Buy | DB | CFO/Rev | Low D/EDip Buy with High Cash Flow MarginsBuying dips for companies with significant cash flows from operations and reasonable debt / market cap | 3.5% | 3.5% | -7.9% |
| 01162026 | META | Meta Platforms | Monopoly | MY | Getting CheaperMonopoly-Like with P/S DeclineLarge cap with monopoly-like margins or cash flow generation and getting cheaper based on P/S multiple | 5.4% | 5.4% | -2.6% |
| 01092026 | IRDM | Iridium Communications | Dip Buy | DB | P/E OPMDip Buy with Low PE and High MarginBuying dips for companies with tame PE and meaningfully high operating margin | 22.2% | 22.2% | -4.6% |
| 12192025 | DIS | Walt Disney | 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 | -5.6% | -5.6% | -8.0% |
| 12192025 | WMG | Warner Music | 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 | -7.8% | -7.8% | -7.8% |
| 04302022 | EB | Eventbrite | 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 | -38.0% | -31.3% | -49.9% |
Research & Analysis
Invest in Strategies
Wealth Management
Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 14.64 |
| Mkt Cap | 2.1 |
| Rev LTM | 2,545 |
| Op Inc LTM | 225 |
| FCF LTM | 30 |
| FCF 3Y Avg | 35 |
| CFO LTM | 504 |
| CFO 3Y Avg | 445 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | -12.4% |
| Rev Chg 3Y Avg | 5.2% |
| Rev Chg Q | -7.8% |
| QoQ Delta Rev Chg LTM | -2.0% |
| Op Mgn LTM | 3.3% |
| Op Mgn 3Y Avg | 4.9% |
| QoQ Delta Op Mgn LTM | 0.4% |
| CFO/Rev LTM | 10.2% |
| CFO/Rev 3Y Avg | 7.7% |
| FCF/Rev LTM | 6.4% |
| FCF/Rev 3Y Avg | 4.9% |
Valuation
| Median | |
|---|---|
| Name | |
| Mkt Cap | 2.1 |
| P/S | 1.5 |
| P/EBIT | -0.2 |
| P/E | -0.3 |
| P/CFO | 12.9 |
| Total Yield | -2.5% |
| Dividend Yield | 0.0% |
| FCF Yield 3Y Avg | 2.4% |
| D/E | 0.4 |
| Net D/E | 0.2 |
Returns
| Median | |
|---|---|
| Name | |
| 1M Rtn | 6.6% |
| 3M Rtn | 16.2% |
| 6M Rtn | -5.2% |
| 12M Rtn | 11.1% |
| 3Y Rtn | -49.3% |
| 1M Excs Rtn | 7.5% |
| 3M Excs Rtn | 20.6% |
| 6M Excs Rtn | -12.1% |
| 12M Excs Rtn | -6.7% |
| 3Y Excs Rtn | -117.8% |
Price Behavior
| Market Price | $4.41 | |
| Market Cap ($ Bil) | 0.4 | |
| First Trading Date | 09/20/2018 | |
| Distance from 52W High | -1.6% | |
| 50 Days | 200 Days | |
| DMA Price | $4.44 | $3.08 |
| DMA Trend | up | up |
| Distance from DMA | -0.6% | 43.0% |
| 3M | 1YR | |
| Volatility | 161.2% | 95.7% |
| Downside Capture | 8.93 | 99.31 |
| Upside Capture | 374.31 | 116.67 |
| Correlation (SPY) | 3.3% | 16.5% |
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 0.10 | 0.86 | 1.34 | 1.37 | 0.88 | 1.10 |
| Up Beta | -0.12 | -13.27 | -7.57 | -1.91 | 0.46 | 0.56 |
| Down Beta | 0.19 | 0.11 | 1.21 | 1.10 | 0.80 | 0.96 |
| Up Capture | -0% | 783% | 758% | 418% | 160% | 166% |
| Bmk +ve Days | 11 | 22 | 34 | 71 | 142 | 430 |
| Stock +ve Days | 7 | 15 | 23 | 52 | 104 | 329 |
| Down Capture | 19% | 6% | 143% | 145% | 112% | 111% |
| Bmk -ve Days | 9 | 19 | 27 | 54 | 109 | 321 |
| Stock -ve Days | 7 | 12 | 23 | 54 | 122 | 388 |
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with EB | |
|---|---|---|---|---|
| EB | 40.4% | 95.7% | 0.68 | - |
| Sector ETF (XLC) | 15.9% | 18.7% | 0.65 | 15.2% |
| Equity (SPY) | 17.1% | 19.4% | 0.69 | 16.4% |
| Gold (GLD) | 79.3% | 25.7% | 2.25 | -1.6% |
| Commodities (DBC) | 10.9% | 16.8% | 0.45 | 4.1% |
| Real Estate (VNQ) | 6.6% | 16.6% | 0.21 | 10.3% |
| Bitcoin (BTCUSD) | -23.4% | 45.1% | -0.46 | 23.1% |
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Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with EB | |
|---|---|---|---|---|
| EB | -25.7% | 67.1% | -0.19 | - |
| Sector ETF (XLC) | 11.0% | 20.8% | 0.44 | 37.5% |
| Equity (SPY) | 13.6% | 17.0% | 0.63 | 36.0% |
| Gold (GLD) | 23.6% | 17.2% | 1.12 | 3.5% |
| Commodities (DBC) | 10.8% | 19.0% | 0.45 | 8.8% |
| Real Estate (VNQ) | 5.3% | 18.8% | 0.19 | 29.6% |
| Bitcoin (BTCUSD) | 4.0% | 57.0% | 0.29 | 19.6% |
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Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with EB | |
|---|---|---|---|---|
| EB | -18.8% | 70.0% | -0.11 | - |
| Sector ETF (XLC) | 9.6% | 22.4% | 0.52 | 38.0% |
| Equity (SPY) | 15.5% | 17.9% | 0.74 | 38.8% |
| Gold (GLD) | 15.1% | 15.6% | 0.81 | -0.2% |
| Commodities (DBC) | 8.5% | 17.6% | 0.40 | 15.2% |
| Real Estate (VNQ) | 6.6% | 20.7% | 0.28 | 35.3% |
| Bitcoin (BTCUSD) | 66.3% | 66.8% | 1.06 | 16.7% |
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Returns Analyses
Earnings Returns History
Expand for More| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 11/6/2025 | 19.5% | 26.8% | 101.8% |
| 8/7/2025 | 14.9% | 17.6% | 24.0% |
| 5/8/2025 | 7.3% | 0.0% | 13.4% |
| 2/27/2025 | -21.3% | -21.0% | -29.7% |
| 11/7/2024 | 0.9% | 9.9% | 15.5% |
| 8/8/2024 | -17.4% | -26.1% | -20.3% |
| 2/27/2024 | -30.3% | -38.7% | -33.1% |
| 11/1/2023 | 5.7% | 5.0% | -1.2% |
| ... | |||
| SUMMARY STATS | |||
| # Positive | 13 | 14 | 12 |
| # Negative | 10 | 9 | 11 |
| Median Positive | 6.7% | 11.2% | 17.4% |
| Median Negative | -13.0% | -22.9% | -20.3% |
| Max Positive | 19.5% | 26.8% | 101.8% |
| Max Negative | -30.3% | -38.7% | -56.7% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 09/30/2025 | 11/06/2025 | 10-Q |
| 06/30/2025 | 08/07/2025 | 10-Q |
| 03/31/2025 | 05/08/2025 | 10-Q |
| 12/31/2024 | 02/27/2025 | 10-K |
| 09/30/2024 | 11/07/2024 | 10-Q |
| 06/30/2024 | 08/08/2024 | 10-Q |
| 03/31/2024 | 05/02/2024 | 10-Q |
| 12/31/2023 | 02/27/2024 | 10-K |
| 09/30/2023 | 11/01/2023 | 10-Q |
| 06/30/2023 | 08/03/2023 | 10-Q |
| 03/31/2023 | 05/09/2023 | 10-Q |
| 12/31/2022 | 02/28/2023 | 10-K |
| 09/30/2022 | 11/03/2022 | 10-Q |
| 06/30/2022 | 07/28/2022 | 10-Q |
| 03/31/2022 | 04/28/2022 | 10-Q |
| 12/31/2021 | 02/18/2022 | 10-K |
Insider Activity
Expand for More| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Sagi, Vivek | Chief Technology Officer | Direct | Sell | 5162025 | 2.34 | 189,789 | 443,556 | 1,115,262 | 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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