eGain (EGAN)
Market Price (2/27/2026): $9.62 | Market Cap: $261.5 MilSector: Information Technology | Industry: Application Software
eGain (EGAN)
Market Price (2/27/2026): $9.62Market Cap: $261.5 MilSector: Information TechnologyIndustry: Application Software
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 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 returns3Y Excs Rtn is -53% | Weak revenue growthRev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -2.4% |
| Cash is significant % of market capNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is -31% | Key risksEGAN key risks include [1] intense competition from larger, Show more. | |
| Attractive cash flow generationCFO/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% | ||
| Megatrend and thematic driversMegatrends include Artificial Intelligence, and Cloud Computing. Themes include AI Software Platforms, and Software as a Service (SaaS). |
| Attractive yieldTotal 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% |
| 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 -31% |
| Attractive cash flow generationCFO/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% |
| Megatrend and thematic driversMegatrends include Artificial Intelligence, and Cloud Computing. Themes include AI Software Platforms, and Software as a Service (SaaS). |
| Weak multi-year price returns3Y Excs Rtn is -53% |
| Weak revenue growthRev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -2.4% |
| Key risksEGAN key risks include [1] intense competition from larger, Show more. |
Qualitative Assessment
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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. $0.07 estimate), the market reacted negatively, with the stock falling after the announcement. This was likely due to mixed operating trends, including a 5.4% decline in gross profit and a 24.3% fall in operating profit year-over-year, alongside a modest 3% total revenue growth.
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Stock Movement Drivers
Fundamental Drivers
The -33.5% change in EGAN stock from 10/31/2025 to 2/26/2026 was primarily driven by a -40.9% change in the company's P/E Multiple.| (LTM values as of) | 10312025 | 2262026 | Change |
|---|---|---|---|
| Stock Price ($) | 14.42 | 9.59 | -33.5% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 88 | 91 | 2.6% |
| Net Income Margin (%) | 36.5% | 39.8% | 9.0% |
| P/E Multiple | 12.2 | 7.2 | -40.9% |
| Shares Outstanding (Mil) | 27 | 27 | 0.5% |
| Cumulative Contribution | -33.5% |
Market Drivers
10/31/2025 to 2/26/2026| Return | Correlation | |
|---|---|---|
| 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) | 7312025 | 2262026 | Change |
|---|---|---|---|
| Stock Price ($) | 6.18 | 9.59 | 55.2% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 88 | 91 | 3.5% |
| Net Income Margin (%) | 3.3% | 39.8% | 1104.3% |
| P/E Multiple | 59.9 | 7.2 | -87.9% |
| Shares Outstanding (Mil) | 28 | 27 | 3.2% |
| Cumulative Contribution | 55.2% |
Market Drivers
7/31/2025 to 2/26/2026| Return | Correlation | |
|---|---|---|
| EGAN | 55.2% | |
| 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) | 1312025 | 2262026 | Change |
|---|---|---|---|
| Stock Price ($) | 6.10 | 9.59 | 57.2% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 90 | 91 | 0.3% |
| Net Income Margin (%) | 6.5% | 39.8% | 516.3% |
| P/E Multiple | 30.0 | 7.2 | -75.9% |
| Shares Outstanding (Mil) | 29 | 27 | 5.5% |
| Cumulative Contribution | 57.2% |
Market Drivers
1/31/2025 to 2/26/2026| Return | Correlation | |
|---|---|---|
| EGAN | 57.2% | |
| 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) | 1312023 | 2262026 | Change |
|---|---|---|---|
| Stock Price ($) | 9.72 | 9.59 | -1.3% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 95 | 91 | -4.8% |
| P/S Multiple | 3.3 | 2.9 | -11.8% |
| Shares Outstanding (Mil) | 32 | 27 | 17.5% |
| Cumulative Contribution | -1.3% |
Market Drivers
1/31/2023 to 2/26/2026| Return | Correlation | |
|---|---|---|
| EGAN | -1.3% | |
| Market (SPY) | 75.9% | 29.8% |
| Sector (XLK) | 111.7% | 26.1% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| EGAN Return | -15% | -10% | -8% | -25% | 65% | -6% | -18% |
| Peers Return | -8% | -34% | -15% | 89% | -56% | -29% | -69% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 1% | 85% |
Monthly Win Rates [3] | |||||||
| EGAN Win Rate | 67% | 58% | 33% | 42% | 50% | 0% | |
| Peers Win Rate | 50% | 25% | 52% | 78% | 38% | 30% | |
| S&P 500 Win Rate | 75% | 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
| Event | EGAN | S&P 500 |
|---|---|---|
| 2022 Inflation Shock | ||
| % Loss | -56.4% | -25.4% |
| % Gain to Breakeven | 129.1% | 34.1% |
| Time to Breakeven | 759 days | 464 days |
| 2020 Covid Pandemic | ||
| % Loss | -50.4% | -33.9% |
| % Gain to Breakeven | 101.6% | 51.3% |
| Time to Breakeven | 51 days | 148 days |
| 2018 Correction | ||
| % Loss | -69.6% | -19.8% |
| % Gain to Breakeven | 229.4% | 24.7% |
| Time to Breakeven | 658 days | 120 days |
| 2008 Global Financial Crisis | ||
| % Loss | -85.5% | -56.8% |
| % Gain to Breakeven | 590.5% | 131.3% |
| Time to Breakeven | 483 days | 1,480 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)
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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:- 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.
- 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.
- 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.
- 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.
Latest Trefis Analyses
| Title | Date | |
|---|---|---|
| DASHBOARDS | ||
| eGain Earnings Notes | 12/16/2025 | |
| How Low Can eGain Stock Really Go? | 10/17/2025 |
| Title | |
|---|---|
| ARTICLES |
Trade Ideas
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| 01302026 | NTNX | Nutanix | 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 | -2.3% | -2.3% | -6.3% |
| 01302026 | FICO | Fair Isaac | 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 | -11.1% | -11.1% | -16.1% |
Research & Analysis
Invest in Strategies
Wealth Management
Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 2.96 |
| Mkt Cap | 0.3 |
| Rev LTM | 91 |
| Op Inc LTM | 8 |
| FCF LTM | 18 |
| FCF 3Y Avg | 851 |
| CFO LTM | 18 |
| CFO 3Y Avg | 888 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 15.6% |
| Rev Chg 3Y Avg | 4.8% |
| Rev Chg Q | 18.0% |
| QoQ Delta Rev Chg LTM | 4.3% |
| Op Mgn LTM | 9.0% |
| Op Mgn 3Y Avg | 14.1% |
| QoQ Delta Op Mgn LTM | 0.9% |
| CFO/Rev LTM | 20.3% |
| CFO/Rev 3Y Avg | 20.8% |
| FCF/Rev LTM | 19.5% |
| FCF/Rev 3Y Avg | 20.0% |
Valuation
| Median | |
|---|---|
| Name | |
| Mkt Cap | 0.3 |
| P/S | 2.9 |
| P/EBIT | 32.2 |
| P/E | 44.8 |
| P/CFO | 23.1 |
| Total Yield | 2.2% |
| Dividend Yield | 0.0% |
| FCF Yield 3Y Avg | 3.6% |
| D/E | 0.0 |
| Net D/E | -0.1 |
Returns
| Median | |
|---|---|
| Name | |
| 1M Rtn | -6.4% |
| 3M Rtn | -19.1% |
| 6M Rtn | -44.4% |
| 12M Rtn | -46.9% |
| 3Y Rtn | -56.2% |
| 1M Excs Rtn | -5.4% |
| 3M Excs Rtn | -18.0% |
| 6M Excs Rtn | -54.1% |
| 12M Excs Rtn | -62.2% |
| 3Y Excs Rtn | -129.0% |
Price Behavior
| Market Price | $9.59 | |
| Market Cap ($ Bil) | 0.3 | |
| First Trading Date | 09/23/1999 | |
| Distance from 52W High | -38.0% | |
| 50 Days | 200 Days | |
| DMA Price | $10.23 | $8.96 |
| DMA Trend | up | down |
| Distance from DMA | -6.3% | 7.1% |
| 3M | 1YR | |
| Volatility | 46.3% | 67.0% |
| Downside Capture | 301.34 | 139.66 |
| Upside Capture | 238.78 | 183.21 |
| Correlation (SPY) | 47.0% | 32.7% |
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 1.36 | 2.12 | 3.36 | 2.70 | 1.11 | 1.09 |
| Up Beta | 2.32 | 1.99 | 1.18 | 2.10 | 0.70 | 0.79 |
| Down Beta | 0.25 | 0.92 | 4.69 | 3.18 | 0.94 | 1.21 |
| Up Capture | 173% | 329% | 242% | 500% | 312% | 132% |
| Bmk +ve Days | 11 | 22 | 34 | 71 | 142 | 430 |
| Stock +ve Days | 8 | 20 | 27 | 64 | 125 | 370 |
| Down Capture | 236% | 260% | 352% | 197% | 129% | 107% |
| Bmk -ve Days | 9 | 19 | 27 | 54 | 109 | 321 |
| Stock -ve Days | 12 | 21 | 33 | 58 | 121 | 361 |
[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 | |
|---|---|---|---|---|
| EGAN | 94.8% | 67.0% | 1.27 | - |
| Sector ETF (XLK) | 24.1% | 27.5% | 0.77 | 33.7% |
| Equity (SPY) | 17.1% | 19.4% | 0.69 | 32.7% |
| Gold (GLD) | 79.3% | 25.7% | 2.25 | 5.7% |
| Commodities (DBC) | 10.9% | 16.8% | 0.45 | 7.0% |
| Real Estate (VNQ) | 6.6% | 16.6% | 0.21 | 18.0% |
| Bitcoin (BTCUSD) | -23.4% | 45.1% | -0.46 | 21.1% |
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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% | 0.60 | 31.6% |
| Equity (SPY) | 13.6% | 17.0% | 0.63 | 32.8% |
| Gold (GLD) | 23.6% | 17.2% | 1.12 | 7.6% |
| Commodities (DBC) | 10.8% | 19.0% | 0.45 | 3.4% |
| Real Estate (VNQ) | 5.3% | 18.8% | 0.19 | 21.8% |
| Bitcoin (BTCUSD) | 4.0% | 57.0% | 0.29 | 17.8% |
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Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with EGAN | |
|---|---|---|---|---|
| EGAN | 9.1% | 63.6% | 0.41 | - |
| Sector ETF (XLK) | 22.7% | 24.2% | 0.86 | 33.0% |
| Equity (SPY) | 15.5% | 17.9% | 0.74 | 32.3% |
| Gold (GLD) | 15.1% | 15.6% | 0.81 | 4.9% |
| Commodities (DBC) | 8.5% | 17.6% | 0.40 | 11.1% |
| Real Estate (VNQ) | 6.6% | 20.7% | 0.28 | 21.4% |
| Bitcoin (BTCUSD) | 66.3% | 66.8% | 1.06 | 14.5% |
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Returns Analyses
Earnings Returns History
Expand for More| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 2/3/2026 | |||
| 9/4/2025 | 5.3% | 31.1% | 60.8% |
| 5/14/2025 | 3.6% | 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 | |||
| # Positive | 8 | 7 | 7 |
| # Negative | 11 | 12 | 12 |
| Median Positive | 8.8% | 14.1% | 18.2% |
| Median Negative | -12.5% | -9.9% | -15.7% |
| Max Positive | 26.8% | 31.8% | 60.8% |
| Max Negative | -27.6% | -32.0% | -32.7% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 12/31/2025 | 02/03/2026 | 10-Q |
| 09/30/2025 | 11/12/2025 | 10-Q |
| 06/30/2025 | 09/12/2025 | 10-K |
| 03/31/2025 | 05/14/2025 | 10-Q |
| 12/31/2024 | 02/13/2025 | 10-Q |
| 09/30/2024 | 11/12/2024 | 10-Q |
| 06/30/2024 | 09/12/2024 | 10-K |
| 03/31/2024 | 05/09/2024 | 10-Q |
| 12/31/2023 | 02/08/2024 | 10-Q |
| 09/30/2023 | 11/07/2023 | 10-Q |
| 06/30/2023 | 09/14/2023 | 10-K |
| 03/31/2023 | 05/11/2023 | 10-Q |
| 12/31/2022 | 02/14/2023 | 10-Q |
| 09/30/2022 | 11/14/2022 | 10-Q |
| 06/30/2022 | 09/13/2022 | 10-K |
| 03/31/2022 | 05/09/2022 | 10-Q |
Insider Activity
Expand for More| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Smit, Eric | Chief Financial Officer | Direct | Sell | 1062026 | 10.24 | 5,000 | 51,200 | 1,322,875 | Form |
| 2 | Darukhanavala, Phiroz P | Direct | Sell | 12082025 | 10.61 | 10,500 | 111,414 | 26,527 | Form | |
| 3 | Smit, Eric | Chief Financial Officer | Direct | Sell | 12032025 | 10.07 | 5,000 | 50,350 | 1,300,913 | Form |
| 4 | Smit, Eric | Chief Financial Officer | Direct | Sell | 11052025 | 14.44 | 5,000 | 72,200 | 1,865,460 | Form |
| 5 | Smit, Eric | Chief Financial Officer | Direct | Sell | 10072025 | 10.00 | 15,000 | 150,000 | 1,291,870 | 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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