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eGain (EGAN)


Market Price (2/27/2026): $9.62 | Market Cap: $261.5 Mil
Sector: Information Technology | Industry: Application Software

eGain (EGAN)


Market Price (2/27/2026): $9.62
Market Cap: $261.5 Mil
Sector: Information Technology
Industry: Application Software

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

0 Attractive yield
Total YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 14%, ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is 9.4%, FCF Yield is 6.8%
Weak multi-year price returns
3Y Excs Rtn is -53%
Weak revenue growth
Rev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -2.4%
1 Cash is significant % of market cap
Net D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is -31%
  Key risks
EGAN key risks include [1] intense competition from larger, Show more.
2 Attractive cash flow generation
CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 20%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 19%
  
3 Megatrend and thematic drivers
Megatrends include Artificial Intelligence, and Cloud Computing. Themes include AI Software Platforms, and Software as a Service (SaaS).
  
0 Attractive yield
Total YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 14%, ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is 9.4%, FCF Yield is 6.8%
1 Cash is significant % of market cap
Net D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is -31%
2 Attractive cash flow generation
CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 20%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 19%
3 Megatrend and thematic drivers
Megatrends include Artificial Intelligence, and Cloud Computing. Themes include AI Software Platforms, and Software as a Service (SaaS).
4 Weak multi-year price returns
3Y Excs Rtn is -53%
5 Weak revenue growth
Rev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -2.4%
6 Key risks
EGAN key risks include [1] intense competition from larger, Show more.

Valuation, Metrics & Events

Price Chart

Why The Stock Moved

Qualitative Assessment

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eGain (EGAN) stock has lost about 35% since 10/31/2025 because of the following key factors:

1. Sharp Decline in Earnings Per Share (EPS) Following a Q4 2025 Spike: eGain's stock experienced a significant drop as the reported EPS for Q2 2026 was $0.09, a substantial decrease from the unusually high $1.13 reported in Q4 2025. This sudden decline from a peak performance raised investor concerns regarding the sustainability of the company's profitability and led to a reassessment of its earnings narrative.

2. Weak Operating Profitability Despite Q2 2026 Earnings Beat: While eGain surpassed analyst expectations for Q2 2026 non-GAAP EPS ($0.11 actual vs. $0.07 estimate), the market reacted negatively, with the stock falling after the announcement. This was likely due to mixed operating trends, including a 5.4% decline in gross profit and a 24.3% fall in operating profit year-over-year, alongside a modest 3% total revenue growth.

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Stock Movement Drivers

Fundamental Drivers

The -33.5% change in EGAN stock from 10/31/2025 to 2/26/2026 was primarily driven by a -40.9% change in the company's P/E Multiple.
(LTM values as of)103120252262026Change
Stock Price ($)14.429.59-33.5%
Change Contribution By: 
Total Revenues ($ Mil)88912.6%
Net Income Margin (%)36.5%39.8%9.0%
P/E Multiple12.27.2-40.9%
Shares Outstanding (Mil)27270.5%
Cumulative Contribution-33.5%

LTM = Last Twelve Months as of date shown

Market Drivers

10/31/2025 to 2/26/2026
ReturnCorrelation
EGAN-33.5% 
Market (SPY)1.1%51.9%
Sector (XLK)-6.2%44.5%

Fundamental Drivers

The 55.2% change in EGAN stock from 7/31/2025 to 2/26/2026 was primarily driven by a 1104.3% change in the company's Net Income Margin (%).
(LTM values as of)73120252262026Change
Stock Price ($)6.189.5955.2%
Change Contribution By: 
Total Revenues ($ Mil)88913.5%
Net Income Margin (%)3.3%39.8%1104.3%
P/E Multiple59.97.2-87.9%
Shares Outstanding (Mil)28273.2%
Cumulative Contribution55.2%

LTM = Last Twelve Months as of date shown

Market Drivers

7/31/2025 to 2/26/2026
ReturnCorrelation
EGAN55.2% 
Market (SPY)9.4%39.2%
Sector (XLK)7.5%34.4%

Fundamental Drivers

The 57.2% change in EGAN stock from 1/31/2025 to 2/26/2026 was primarily driven by a 516.3% change in the company's Net Income Margin (%).
(LTM values as of)13120252262026Change
Stock Price ($)6.109.5957.2%
Change Contribution By: 
Total Revenues ($ Mil)90910.3%
Net Income Margin (%)6.5%39.8%516.3%
P/E Multiple30.07.2-75.9%
Shares Outstanding (Mil)29275.5%
Cumulative Contribution57.2%

LTM = Last Twelve Months as of date shown

Market Drivers

1/31/2025 to 2/26/2026
ReturnCorrelation
EGAN57.2% 
Market (SPY)15.5%32.0%
Sector (XLK)22.8%32.6%

Fundamental Drivers

The -1.3% change in EGAN stock from 1/31/2023 to 2/26/2026 was primarily driven by a -11.8% change in the company's P/S Multiple.
(LTM values as of)13120232262026Change
Stock Price ($)9.729.59-1.3%
Change Contribution By: 
Total Revenues ($ Mil)9591-4.8%
P/S Multiple3.32.9-11.8%
Shares Outstanding (Mil)322717.5%
Cumulative Contribution-1.3%

LTM = Last Twelve Months as of date shown

Market Drivers

1/31/2023 to 2/26/2026
ReturnCorrelation
EGAN-1.3% 
Market (SPY)75.9%29.8%
Sector (XLK)111.7%26.1%

Return vs. Risk

Price Returns Compared

 202120222023202420252026Total [1]
Returns
EGAN Return-15%-10%-8%-25%65%-6%-18%
Peers Return-8%-34%-15%89%-56%-29%-69%
S&P 500 Return27%-19%24%23%16%1%85%

Monthly Win Rates [3]
EGAN Win Rate67%58%33%42%50%0% 
Peers Win Rate50%25%52%78%38%30% 
S&P 500 Win Rate75%42%67%75%67%100% 

Max Drawdowns [4]
EGAN Max Drawdown-25%-27%-36%-42%-28%-10% 
Peers Max Drawdown-18%-42%-36%-7%-66%-43% 
S&P 500 Max Drawdown-1%-25%-1%-2%-15%-1% 


[1] Cumulative total returns since the beginning of 2021
[2] Peers: ADSK, HIT, BMR, KNRX, RPGL.
[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

Unique KeyEventEGANS&P 500
2022 Inflation Shock2022 Inflation Shock  
2022 Inflation Shock% Loss% Loss-56.4%-25.4%
2022 Inflation Shock% Gain to Breakeven% Gain to Breakeven129.1%34.1%
2022 Inflation ShockTime to BreakevenTime to Breakeven759 days464 days
2020 Covid Pandemic2020 Covid Pandemic  
2020 Covid Pandemic% Loss% Loss-50.4%-33.9%
2020 Covid Pandemic% Gain to Breakeven% Gain to Breakeven101.6%51.3%
2020 Covid PandemicTime to BreakevenTime to Breakeven51 days148 days
2018 Correction2018 Correction  
2018 Correction% Loss% Loss-69.6%-19.8%
2018 Correction% Gain to Breakeven% Gain to Breakeven229.4%24.7%
2018 CorrectionTime to BreakevenTime to Breakeven658 days120 days
2008 Global Financial Crisis2008 Global Financial Crisis  
2008 Global Financial Crisis% Loss% Loss-85.5%-56.8%
2008 Global Financial Crisis% Gain to Breakeven% Gain to Breakeven590.5%131.3%
2008 Global Financial CrisisTime to BreakevenTime to Breakeven483 days1,480 days

Compare to ADSK, HIT, BMR, KNRX, RPGL

In The Past

eGain's stock fell -56.4% during the 2022 Inflation Shock from a high on 2/9/2022. A -56.4% loss requires a 129.1% gain to breakeven.

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About eGain (EGAN)

eGain Corporation develops, licenses, implements, and supports customer service infrastructure software solutions in North America, Europe, the Middle East, Africa, and the Asia Pacific. It provides unified cloud software solutions to automate, augment, and orchestrate customer engagement. It also offers subscription services that provides customers with access to its software on a cloud-based platform; and professional services, such as consulting, implementation, and training services. It serves customers in various industry sectors, including the financial services, telecommunications, retail, government, healthcare, and utilities. The company was incorporated in 1997 and is headquartered in Sunnyvale, California.

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Zendesk for AI-powered enterprise customer service.

Salesforce Service Cloud, but with a sharper focus on AI and customer knowledge.

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eGain (EGAN) offers a suite of cloud-based software services designed to enhance customer engagement and support. Its major products are primarily categorized as follows:
  • Knowledge Management Platform (eGain Knowledge): Provides a centralized, AI-powered system that delivers consistent and accurate information for both customer self-service and agent-assisted support.
  • Omnichannel Engagement Platform (eGain Digital): Unifies all customer interaction channels, including web, mobile, email, chat, social, and messaging, into a single platform for seamless service delivery.
  • AI and Automation Capabilities (eGain AI): Integrates artificial intelligence to power virtual assistants, chatbots, and agent-assist tools, automating routine inquiries and enhancing human agent productivity.
  • Customer Service Analytics (eGain Analytics): Offers robust reporting and dashboards to track, analyze, and optimize customer service performance, agent efficiency, and customer satisfaction across all channels.
  • Integrated Customer Engagement Hub (eGain Solve): This overarching platform orchestrates and combines all the above capabilities—knowledge, digital, AI, and analytics—into a unified system for proactive and personalized customer service.

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eGain (EGAN) Major Customers

eGain is a business-to-business (B2B) company that provides customer engagement software, AI knowledge management, and analytics solutions to large enterprises across various industries. While eGain serves numerous global brands, it does not publicly disclose a comprehensive list of its major customers by name and stock symbol due to competitive reasons and client confidentiality agreements, which is standard practice in the B2B software industry.

However, based on publicly available information, including past press releases, case studies, and industry awards, the following are examples of companies or types of organizations that have been identified as eGain customers:

  • Telecommunications Companies: eGain has historically worked with major telecom providers to enhance customer service and support.
    • BT Group plc (LSE: BT.A): A leading global telecommunications company based in the United Kingdom.
    • Telefónica (BME: TEF): A Spanish multinational telecommunications company, including its O2 UK operations.
  • Financial Services and Insurance Firms: This is a significant sector for eGain's solutions, helping institutions manage customer inquiries and provide personalized support.
    • AXA S.A. (EPA: CS): A French multinational insurance firm.
    • Large global banks and insurance providers (specific names often not disclosed due to client confidentiality).
    • Building societies like Nationwide Building Society (a large UK financial institution, not publicly traded with a symbol but a notable customer example).
  • Government and Public Sector Organizations: eGain's solutions are utilized by various government entities, often for citizen engagement and public service delivery. (Specific names are generally not disclosed publicly by eGain).
  • Retail and E-commerce Companies: Major retailers leverage eGain for improving online and in-store customer experiences.
  • Healthcare Providers: Healthcare organizations use eGain for patient engagement and information management.

eGain's customer base typically consists of large enterprises seeking to enhance their customer service, contact center operations, and digital engagement strategies with AI-powered knowledge and automation.

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  • Amazon.com, Inc. (AMZN)
  • Alphabet Inc. (GOOGL)

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Ashutosh Roy, Chairman and CEO

Ashutosh Roy is the co-founder of eGain and has served as its Chief Executive Officer and Chairman since 1997. Before eGain, he co-founded WhoWhere? Inc., an Internet-service company, and served as its Chairman from 1995 to 1997. WhoWhere? Inc. was subsequently acquired by Lycos, Inc. From 1993 to 1995, Roy also co-founded Parsec Technologies, an international call center software company based in India. He previously held various software engineering positions at Digital Equipment Corp from 1988 through 1992.

Eric Smit, Chief Financial Officer

Eric Smit brings over 15 years of finance and operations experience to his role as Chief Financial Officer at eGain, a position he has held since August 2002. Prior to joining eGain, he was the Director of Finance for WhoWhere? Inc. from 1996 to 1998. From 1993 to 1996, he served as Vice President of Operations and Chief Financial Officer for Velocity Inc., a software game publisher and developer. Smit was also a Controller for Reference Software International until its acquisition by WordPerfect Corp. He began his career in accounting at Laticorp, Inc. and Centennial Savings and Loan.

JC (Rao Jadcherla Chandrasekhar), Senior Vice President, Products and Services

JC joined eGain's Products Group in 1999. He has held various roles in Product Engineering, Product Management, and Project Management. In 2013, he transitioned to the Customer Success Team, overseeing Worldwide Technical Support and Cloud Operations, and in 2015, he also took on responsibility for Worldwide Professional Services. Before eGain, JC worked in software development positions at TIBCO, Silicon Graphics, and Intergraph.

Anand Subramaniam, Senior Vice President, Marketing

Anand Subramaniam has 15 years of experience leading high-tech companies. Prior to his role at eGain, he was the Vice President of Marketing for Yubé Inc. He also served as the Vice President of Marketing for Informatica's Applications Business Unit. His background includes roles at Oracle, where he was Director of CRM Product Strategy, Director of Worldwide CRM Marketing, and Director of eBusiness Marketing, as well as positions in product marketing, product management, and technical marketing/support at Lotus, Intel, and Autodesk.

Promod Narang, Senior Vice President, Products & Engineering

Promod Narang has been the Senior Vice President of Products and Engineering at eGain Corporation since March 2000. He is responsible for the company's product and engineering initiatives.

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The public company eGain (EGAN) faces several key risks to its business operations and financial performance.

The most significant risk is the intense competition and lack of substantial barriers to entry in its market. eGain operates in a highly competitive landscape, contending with much larger players like Salesforce, Microsoft, Oracle, ServiceNow, IBM Watson, Five9, and Genesys. These larger companies possess considerably deeper pockets, enabling greater investment in research and development, marketing, and expanding their global reach. The absence of significant barriers to entry further intensifies this competitive pressure, as new entrants or existing players can more easily offer similar solutions, particularly with the proliferation of generative AI capabilities.

Secondly, eGain faces risks associated with limited revenue growth and a potential slowdown in enterprise IT spending. The company has exhibited sluggish or even declining revenue performance in recent periods, and analyst forecasts for future revenue growth are notably lower than the industry average. This inferior revenue outlook contributes to investor pessimism. A broader slowdown in enterprise IT spending could further exacerbate these challenges by impacting eGain's ability to acquire new customers.

Finally, a key risk is the failure to innovate rapidly enough to keep pace with advancements in artificial intelligence (AI). Given eGain's focus on AI knowledge hub solutions, its success is intrinsically linked to its ability to stay at the forefront of AI innovation. If the company lags in developing and integrating new AI technologies, it could significantly undermine its competitive edge and the relevance of its product offerings in a rapidly evolving technological landscape.

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The addressable market for eGain's main products, primarily AI Knowledge solutions, is estimated to be over $20 billion globally. This market is segmented into Customer Service, valued at $5 billion, and Enterprise Service, exceeding $10 billion.

eGain operates within a broader global customer service market that is valued at $1.5 trillion annually. The company's AI Knowledge solutions are also projected to potentially deliver $400 billion in annual cost savings across the industry. The AI knowledge management space, which is central to eGain's offerings, is anticipated to grow at a compound annual growth rate (CAGR) of 30% through 2030.

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The following are 3-5 expected drivers of future revenue growth for eGain (EGAN) over the next 2-3 years:
  1. Strategic Pivot and Growth in AI Knowledge Solutions: eGain is strategically focusing on its AI Knowledge business, which is showing strong growth metrics. The company aims for 20%+ growth in its core AI Knowledge Annual Recurring Revenue (ARR) for fiscal year 2026, while concurrently phasing out its non-core Messaging business. This strategic shift is expected to capitalize on the significant market opportunity in AI Knowledge solutions, which are positioned to deliver substantial cost savings in the customer service industry by providing trusted answers through automated knowledge creation and curation.
  2. New Product Launches and Innovation in AI: The launch of new, advanced AI products such as the "AI Agent for Contact Center" and "eGain AI Agent 2 with Assured Actions for Omnichannel Customer Experience Automation" is a key driver. These solutions guide agents in real-time using trusted knowledge and reasoning, and have garnered strong initial customer interest. Furthermore, the introduction of eGain Composer, a modular AI Knowledge Development Platform, is designed to build trusted AI Customer Experience (CX) applications, expanding the company's offerings and market appeal.
  3. Expansion in Large Enterprise Deals and Customer Acquisition: eGain has demonstrated success in securing major expansion deals, including one of its largest ever with a U.S. megabank, projecting use across over 100,000 users. The company has also reported increased new logo momentum in its AI knowledge offerings, with new logo wins and RFPs for AI Knowledge rising by 50% in fiscal year 2024. Continuing to secure such large-scale engagements and acquire new customers, especially within the AI Knowledge domain, will be crucial for revenue growth.
  4. Increased Investment in Research & Development (R&D): eGain is investing in R&D, with a projected 6% year-over-year increase, to further innovate and capitalize on the growing AI knowledge market opportunity. These investments are expected to lead to the development of new features, functionalities, and products that will enhance eGain's competitive edge and attract a broader customer base, thereby driving future revenue growth.

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Share Repurchases

  • eGain’s Board of Directors approved a $20 million increase in its stock repurchase program on September 4, 2025, raising the total authorized amount from $40 million to $60 million.
  • As of September 3, 2025, approximately $39.8 million of shares had been repurchased under the program, with about $20.2 million remaining available after the increase.
  • During fiscal year 2025 (ended June 30, 2025), eGain repurchased approximately 2.6 million shares at an average price of $6.03 per share, totaling $15.8 million.

Share Issuance

  • eGain issued a warrant to JPMC Strategic Investments I Corporation for the purchase of up to 500,000 shares of its common stock at an exercise price of $7.10 per share.
  • On October 3, 2025, eGain's CFO, Eric Smit, acquired 15,000 shares through the exercise of employee stock options at a price of $2.50 per share, totaling $37,500.
  • The number of outstanding common shares decreased to 27,083 thousand as of June 30, 2025, from 29,160 thousand as of June 30, 2024.

Capital Expenditures

  • Capital expenditures for eGain Corporation were $1.45 million in 2022, $1.16 million in 2023, and $1.06 million in 2024.

Better Bets vs. eGain (EGAN)

Latest Trefis Analyses

TitleDate
0DASHBOARDS 
1eGain Earnings Notes12/16/2025
2How Low Can eGain Stock Really Go?10/17/2025
Title
0ARTICLES

Trade Ideas

Select ideas related to EGAN.

Unique KeyDateTickerCompanyCategoryTrade Strategy6M Fwd Rtn12M Fwd Rtn12M Max DD
ROP_1302026_Dip_Buyer_FCFYield01302026ROPRoper TechnologiesDip BuyDB | FCFY OPMDip Buy with High FCF Yield and High Margin
Buying dips for companies with high FCF yield and meaningfully high operating margin
-7.3%-7.3%-15.0%
TDC_1302026_Dip_Buyer_FCFYield01302026TDCTeradataDip BuyDB | FCFY OPMDip Buy with High FCF Yield and High Margin
Buying dips for companies with high FCF yield and meaningfully high operating margin
6.6%6.6%-8.7%
CVLT_1302026_Dip_Buyer_High_CFO_Margins_ExInd_DE01302026CVLTCommVault SystemsDip BuyDB | CFO/Rev | Low D/EDip Buy with High Cash Flow Margins
Buying dips for companies with significant cash flows from operations and reasonable debt / market cap
1.0%1.0%-5.1%
NTNX_1302026_Dip_Buyer_High_CFO_Margins_ExInd_DE01302026NTNXNutanixDip BuyDB | CFO/Rev | Low D/EDip Buy with High Cash Flow Margins
Buying dips for companies with significant cash flows from operations and reasonable debt / market cap
-2.3%-2.3%-6.3%
FICO_1302026_Monopoly_xInd_xCD_Getting_Cheaper01302026FICOFair IsaacMonopolyMY | Getting CheaperMonopoly-Like with P/S Decline
Large cap with monopoly-like margins or cash flow generation and getting cheaper based on P/S multiple
-11.1%-11.1%-16.1%

Recent Active Movers

Peer Comparisons

Peers to compare with:

Financials

EGANADSKHITBMRKNRXRPGLMedian
NameeGain Autodesk Health I.Beamr Im.Knorex Republic. 
Mkt Price9.59233.451.351.831.204.092.96
Mkt Cap0.349.70.1---0.3
Rev LTM916,88831---91
Op Inc LTM81,6441---8
FCF LTM182,083-1---18
FCF 3Y Avg111,690----851
CFO LTM182,1552---18
CFO 3Y Avg121,765----888

Growth & Margins

EGANADSKHITBMRKNRXRPGLMedian
NameeGain Autodesk Health I.Beamr Im.Knorex Republic. 
Rev Chg LTM1.9%15.6%55.1%---15.6%
Rev Chg 3Y Avg-2.4%12.1%----4.8%
Rev Chg Q2.6%18.0%90.4%---18.0%
QoQ Delta Rev Chg LTM0.7%4.3%15.1%---4.3%
Op Mgn LTM9.0%23.9%4.5%---9.0%
Op Mgn 3Y Avg6.2%22.0%----14.1%
QoQ Delta Op Mgn LTM1.5%0.9%-0.5%---0.9%
CFO/Rev LTM20.3%31.3%7.0%---20.3%
CFO/Rev 3Y Avg12.5%29.1%----20.8%
FCF/Rev LTM19.5%30.2%-2.6%---19.5%
FCF/Rev 3Y Avg12.1%27.9%----20.0%

Valuation

EGANADSKHITBMRKNRXRPGLMedian
NameeGain Autodesk Health I.Beamr Im.Knorex Republic. 
Mkt Cap0.349.70.1---0.3
P/S2.97.22.5---2.9
P/EBIT32.032.238.0---32.2
P/E7.244.853.0---44.8
P/CFO14.123.135.4---23.1
Total Yield13.8%2.2%1.9%---2.2%
Dividend Yield0.0%0.0%0.0%---0.0%
FCF Yield 3Y Avg4.3%2.9%----3.6%
D/E0.00.10.0---0.0
Net D/E-0.30.0-0.1----0.1

Returns

EGANADSKHITBMRKNRXRPGLMedian
NameeGain Autodesk Health I.Beamr Im.Knorex Republic. 
1M Rtn-9.1%-12.9%8.0%-3.7%-0.8%-96.9%-6.4%
3M Rtn-6.0%-22.5%-8.8%-15.7%-38.1%-97.6%-19.1%
6M Rtn51.3%-19.1%-51.8%-37.1%-62.5%-99.8%-44.4%
12M Rtn90.3%-18.3%-80.6%-31.2%-62.5%-99.8%-46.9%
3Y Rtn21.2%18.7%-73.5%-49.9%-62.5%-99.8%-56.2%
1M Excs Rtn-8.1%-11.9%9.0%-2.7%0.2%-95.9%-5.4%
3M Excs Rtn-13.4%-22.5%-9.9%-12.4%-39.2%-100.8%-18.0%
6M Excs Rtn46.1%-24.2%-62.6%-45.6%-69.4%-106.6%-54.1%
12M Excs Rtn76.6%-33.7%-96.4%-45.9%-78.5%-115.8%-62.2%
3Y Excs Rtn-53.3%-64.5%-146.4%-122.7%-135.3%-172.6%-129.0%

Comparison Analyses

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Financials

Segment Financials

Revenue by Segment
$ Mil20252024202320222021
Software as a Service (SaaS) revenue85    
Professional services revenue88767
Subscription 90857266
Total9398927873


Price Behavior

Price Behavior
Market Price$9.59 
Market Cap ($ Bil)0.3 
First Trading Date09/23/1999 
Distance from 52W High-38.0% 
   50 Days200 Days
DMA Price$10.23$8.96
DMA Trendupdown
Distance from DMA-6.3%7.1%
 3M1YR
Volatility46.3%67.0%
Downside Capture301.34139.66
Upside Capture238.78183.21
Correlation (SPY)47.0%32.7%
EGAN Betas & Captures as of 1/31/2026

 1M2M3M6M1Y3Y
Beta1.362.123.362.701.111.09
Up Beta2.321.991.182.100.700.79
Down Beta0.250.924.693.180.941.21
Up Capture173%329%242%500%312%132%
Bmk +ve Days11223471142430
Stock +ve Days8202764125370
Down Capture236%260%352%197%129%107%
Bmk -ve Days9192754109321
Stock -ve Days12213358121361

[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 EGAN
EGAN94.8%67.0%1.27-
Sector ETF (XLK)24.1%27.5%0.7733.7%
Equity (SPY)17.1%19.4%0.6932.7%
Gold (GLD)79.3%25.7%2.255.7%
Commodities (DBC)10.9%16.8%0.457.0%
Real Estate (VNQ)6.6%16.6%0.2118.0%
Bitcoin (BTCUSD)-23.4%45.1%-0.4621.1%

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Based On 5-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with EGAN
EGAN-4.6%53.8%0.12-
Sector ETF (XLK)16.6%24.8%0.6031.6%
Equity (SPY)13.6%17.0%0.6332.8%
Gold (GLD)23.6%17.2%1.127.6%
Commodities (DBC)10.8%19.0%0.453.4%
Real Estate (VNQ)5.3%18.8%0.1921.8%
Bitcoin (BTCUSD)4.0%57.0%0.2917.8%

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 EGAN
EGAN9.1%63.6%0.41-
Sector ETF (XLK)22.7%24.2%0.8633.0%
Equity (SPY)15.5%17.9%0.7432.3%
Gold (GLD)15.1%15.6%0.814.9%
Commodities (DBC)8.5%17.6%0.4011.1%
Real Estate (VNQ)6.6%20.7%0.2821.4%
Bitcoin (BTCUSD)66.3%66.8%1.0614.5%

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Short Interest

Short Interest: As Of Date2132026
Short Interest: Shares Quantity1.0 Mil
Short Interest: % Change Since 13120264.4%
Average Daily Volume0.3 Mil
Days-to-Cover Short Interest3.1 days
Basic Shares Quantity27.2 Mil
Short % of Basic Shares3.5%

Returns Analyses

Earnings Returns History

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 Forward Returns
Earnings Date1D Returns5D Returns21D Returns
2/3/2026   
9/4/20255.3%31.1%60.8%
5/14/20253.6%5.7%18.2%
2/13/2025-18.2%-18.8%-21.5%
9/5/2024-14.0%-19.7%-22.8%
5/9/2024-12.5%-7.1%-6.6%
2/8/2024-24.2%-21.6%-14.4%
9/14/2023-7.8%-2.5%-3.3%
...
SUMMARY STATS   
# Positive877
# Negative111212
Median Positive8.8%14.1%18.2%
Median Negative-12.5%-9.9%-15.7%
Max Positive26.8%31.8%60.8%
Max Negative-27.6%-32.0%-32.7%

SEC Filings

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Report DateFiling DateFiling
12/31/202502/03/202610-Q
09/30/202511/12/202510-Q
06/30/202509/12/202510-K
03/31/202505/14/202510-Q
12/31/202402/13/202510-Q
09/30/202411/12/202410-Q
06/30/202409/12/202410-K
03/31/202405/09/202410-Q
12/31/202302/08/202410-Q
09/30/202311/07/202310-Q
06/30/202309/14/202310-K
03/31/202305/11/202310-Q
12/31/202202/14/202310-Q
09/30/202211/14/202210-Q
06/30/202209/13/202210-K
03/31/202205/09/202210-Q

Insider Activity

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#OwnerTitleHoldingActionFiling DatePriceSharesTransacted
Value
Value of
Held Shares
Form
1Smit, EricChief Financial OfficerDirectSell106202610.245,00051,2001,322,875Form
2Darukhanavala, Phiroz PDirectSell1208202510.6110,500111,41426,527Form
3Smit, EricChief Financial OfficerDirectSell1203202510.075,00050,3501,300,913Form
4Smit, EricChief Financial OfficerDirectSell1105202514.445,00072,2001,865,460Form
5Smit, EricChief Financial OfficerDirectSell1007202510.0015,000150,0001,291,870Form