Franklin BSP Realty Trust (FBRT)
Market Price (12/26/2025): $10.51 | Market Cap: $864.1 MilSector: Financials | Industry: Mortgage REITs
Franklin BSP Realty Trust (FBRT)
Market Price (12/26/2025): $10.51Market Cap: $864.1 MilSector: FinancialsIndustry: Mortgage REITs
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 19%, Dividend Yield is 8.4%, ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is 15% | Weak multi-year price returns2Y Excs Rtn is -55%, 3Y Excs Rtn is -74% | Debt is significantNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 492% |
| Low stock price volatilityVol 12M is 22% | Weak revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is -6.0%, Rev Chg QQuarterly Revenue Change % is -1.2% | |
| Megatrend and thematic driversMegatrends include Digital & Alternative Assets, E-commerce Logistics & Data Centers, and Sustainable & Green Buildings. Themes include Private Credit, Show more. | Not cash flow generativeCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is -15%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -15% | |
| Key risksFBRT key risks include [1] poor financial health and negative distributable earnings that threaten its dividend sustainability, Show more. |
| Attractive yieldTotal YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 19%, Dividend Yield is 8.4%, ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is 15% |
| Low stock price volatilityVol 12M is 22% |
| Megatrend and thematic driversMegatrends include Digital & Alternative Assets, E-commerce Logistics & Data Centers, and Sustainable & Green Buildings. Themes include Private Credit, Show more. |
| Weak multi-year price returns2Y Excs Rtn is -55%, 3Y Excs Rtn is -74% |
| Debt is significantNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 492% |
| Weak revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is -6.0%, Rev Chg QQuarterly Revenue Change % is -1.2% |
| Not cash flow generativeCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is -15%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -15% |
| Key risksFBRT key risks include [1] poor financial health and negative distributable earnings that threaten its dividend sustainability, Show more. |
Why The Stock Moved
Qualitative Assessment
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Franklin BSP Realty Trust (FBRT) experienced a stock movement of approximately -6.2% between August 31, 2025, and December 26, 2025, influenced by several key factors: 1. Concerns over Dividend Sustainability and High Payout Ratio. Franklin BSP Realty Trust's high dividend yield, reported at 13.54%, was accompanied by a payout ratio of 146% of earnings as of the December 16, 2025, dividend announcement. This high payout ratio, indicating the company was distributing more in dividends than it earned, raised concerns among investors about the sustainability of its dividend, as highlighted by reports in early November 2025.2. Underperformance Relative to Industry and Broader Market. Over the past year, FBRT's stock underperformed both the US Mortgage REITs industry and the broader US market. This sustained underperformance suggests a weaker investment sentiment compared to its peers and the overall market, contributing to downward pressure on its stock price.
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Stock Movement Drivers
Fundamental Drivers
The -6.6% change in FBRT stock from 9/25/2025 to 12/25/2025 was primarily driven by a -12.8% change in the company's Net Income Margin (%).| 9252025 | 12252025 | Change | |
|---|---|---|---|
| Stock Price ($) | 11.23 | 10.49 | -6.59% |
| Change Contribution By | LTM | LTM | |
| Total Revenues ($ Mil) | 516.25 | 514.57 | -0.33% |
| Net Income Margin (%) | 21.19% | 18.48% | -12.79% |
| P/E Multiple | 8.44 | 9.07 | 7.50% |
| Shares Outstanding (Mil) | 82.18 | 82.21 | -0.04% |
| Cumulative Contribution | -6.59% |
Market Drivers
9/25/2025 to 12/25/2025| Return | Correlation | |
|---|---|---|
| FBRT | -6.6% | |
| Market (SPY) | 4.9% | 23.3% |
| Sector (XLF) | 4.2% | 32.4% |
Fundamental Drivers
The 1.1% change in FBRT stock from 6/26/2025 to 12/25/2025 was primarily driven by a 17.5% change in the company's Net Income Margin (%).| 6262025 | 12252025 | Change | |
|---|---|---|---|
| Stock Price ($) | 10.37 | 10.49 | 1.11% |
| Change Contribution By | LTM | LTM | |
| Total Revenues ($ Mil) | 534.37 | 514.57 | -3.71% |
| Net Income Margin (%) | 15.72% | 18.48% | 17.54% |
| P/E Multiple | 10.13 | 9.07 | -10.49% |
| Shares Outstanding (Mil) | 82.05 | 82.21 | -0.20% |
| Cumulative Contribution | 1.11% |
Market Drivers
6/26/2025 to 12/25/2025| Return | Correlation | |
|---|---|---|
| FBRT | 1.1% | |
| Market (SPY) | 13.1% | 19.8% |
| Sector (XLF) | 8.0% | 25.1% |
Fundamental Drivers
The -7.4% change in FBRT stock from 12/25/2024 to 12/25/2025 was primarily driven by a -6.6% change in the company's P/E Multiple.| 12252024 | 12252025 | Change | |
|---|---|---|---|
| Stock Price ($) | 11.33 | 10.49 | -7.40% |
| Change Contribution By | LTM | LTM | |
| Total Revenues ($ Mil) | 547.19 | 514.57 | -5.96% |
| Net Income Margin (%) | 17.43% | 18.48% | 6.03% |
| P/E Multiple | 9.71 | 9.07 | -6.64% |
| Shares Outstanding (Mil) | 81.79 | 82.21 | -0.52% |
| Cumulative Contribution | -7.40% |
Market Drivers
12/25/2024 to 12/25/2025| Return | Correlation | |
|---|---|---|
| FBRT | -7.4% | |
| Market (SPY) | 15.8% | 46.4% |
| Sector (XLF) | 14.9% | 50.7% |
Fundamental Drivers
The 7.2% change in FBRT stock from 12/26/2022 to 12/25/2025 was primarily driven by a 57.5% change in the company's Total Revenues ($ Mil).| 12262022 | 12252025 | Change | |
|---|---|---|---|
| Stock Price ($) | 9.79 | 10.49 | 7.20% |
| Change Contribution By | LTM | LTM | |
| Total Revenues ($ Mil) | 326.77 | 514.57 | 57.47% |
| P/S Multiple | 2.51 | 1.68 | -33.10% |
| Shares Outstanding (Mil) | 83.67 | 82.21 | 1.73% |
| Cumulative Contribution | 7.17% |
Market Drivers
12/26/2023 to 12/25/2025| Return | Correlation | |
|---|---|---|
| FBRT | -8.6% | |
| Market (SPY) | 48.3% | 42.7% |
| Sector (XLF) | 52.6% | 47.6% |
Price Returns Compared
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| FBRT Return | � | � | -4% | 17% | 4% | -9% | 6% |
| Peers Return | -20% | 29% | -17% | 20% | -7% | 10% | 4% |
| S&P 500 Return | 16% | 27% | -19% | 24% | 23% | 18% | 115% |
Monthly Win Rates [3] | |||||||
| FBRT Win Rate | � | 0% | 42% | 58% | 50% | 50% | |
| Peers Win Rate | 57% | 62% | 48% | 53% | 53% | 55% | |
| S&P 500 Win Rate | 58% | 75% | 42% | 67% | 75% | 73% | |
Max Drawdowns [4] | |||||||
| FBRT Max Drawdown | � | � | -23% | -13% | -10% | -15% | |
| Peers Max Drawdown | -68% | -4% | -25% | -17% | -18% | -8% | |
| S&P 500 Max Drawdown | -31% | -1% | -25% | -1% | -2% | -15% | |
[1] Cumulative total returns since the beginning of 2020
[2] Peers: STWD, BXMT, KREF, ARI, LADR.
[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] 2025 data is for the year up to 12/24/2025 (YTD)
How Low Can It Go
| Event | FBRT | S&P 500 |
|---|---|---|
| 2022 Inflation Shock | ||
| % Loss | -37.8% | -25.4% |
| % Gain to Breakeven | 60.7% | 34.1% |
| Time to Breakeven | Not Fully Recovered days | 464 days |
Compare to DX, IVR, RC, LOAN, NLY
In The Past
Franklin BSP Realty Trust's stock fell -37.8% during the 2022 Inflation Shock from a high on 11/12/2021. A -37.8% loss requires a 60.7% gain to breakeven.
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Franklin BSP Realty Trust, Inc., a real estate finance company, originates, acquires, and manages a portfolio of commercial real estate debt secured by properties located in the United States. The company also originates conduit loans; and invests in commercial real estate securities, as well as owns real estate acquired through foreclosure and deed in lieu of foreclosure, and purchased for investment. In addition, it invests in commercial real estate debt investments, which includes first mortgage loans, mezzanine loans, bridge loans, and other loans related to commercial real estate. The company qualifies as a real estate investment trust for federal income tax purposes. It generally would not be subject to federal corporate income taxes if it distributes at least 90% of its taxable income to its stockholders. The company was formerly known as Benefit Street Partners Realty Trust, Inc. Franklin BSP Realty Trust, Inc. was incorporated in 2012 and is headquartered in New York, New York.
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- It's like **JPMorgan Chase**, but solely focused on lending money for commercial real estate projects.
- Think of it as the commercial real estate debt-lending division of a firm like **Blackstone**, structured as a publicly traded REIT.
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- Commercial Real Estate First Mortgage Loans: FBRT originates and acquires senior secured loans collateralized by institutional quality commercial properties across various property types.
- Opportunistic Real Estate Debt and Equity Investments: FBRT also invests in other commercial real estate debt instruments like mezzanine loans, preferred equity, and commercial mortgage-backed securities (CMBS) to diversify its portfolio and enhance returns.
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Franklin BSP Realty Trust (FBRT) - Major Customers
Franklin BSP Realty Trust (FBRT) operates as a commercial real estate credit REIT. Its business involves originating, acquiring, managing, and servicing a diversified portfolio of commercial real estate debt investments, primarily senior loans secured by various property types.
Therefore, FBRT sells its financial products (loans) primarily to other companies, specifically commercial real estate sponsors, developers, and owners. Due to the nature of its diversified lending business and borrower confidentiality, FBRT does not publicly disclose a list of specific "major customer companies" by name, nor are these typically public companies with stock symbols in the way a traditional product-selling company would have major buyers.
Instead, FBRT's customers are best described by the types of commercial real estate entities they lend to, which can be broadly categorized as:
- Commercial Real Estate Developers: Companies and sponsors focused on the acquisition, development, and construction of commercial properties across various asset classes (e.g., multifamily, industrial, office, retail, hospitality). They seek financing for their project pipelines.
- Commercial Real Estate Owners/Operators: Entities that own and manage existing income-producing commercial properties. They require financing for acquisitions, refinancing existing debt, or capital improvements to their properties.
- Real Estate Investment Firms/Sponsors: Institutional and private equity firms that invest in commercial real estate. These firms often seek large-scale financing solutions for their portfolio assets, new acquisitions, or recapitalizations.
These customers are typically private entities seeking financing for their commercial real estate projects and portfolios.
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- Benefit Street Partners L.L.C. (affiliate of Franklin Resources, Inc., NYSE: BEN)
- Deloitte & Touche LLP
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Richard Byrne, Chairman & CEO
Richard Byrne has served as Chairman of the Board of Directors and Chief Executive Officer of Franklin BSP Realty Trust (FBRT) since September 2016. He is also the President of Benefit Street Partners (BSP), the external manager of FBRT, and serves as Chairman and CEO of Franklin BSP Capital Corp. and Benefit Street Partners Multifamily Trust. Mr. Byrne is the founder and Chief Executive Officer of KASAI Elite Grappling Championships. Prior to joining BSP in 2013, he was Chief Executive Officer of Deutsche Bank Securities, Inc. from 2008 to 2013. Before Deutsche Bank, Mr. Byrne was global co-head of the leveraged finance group and global head of credit research at Merrill Lynch from 1985 to 1999.
Jerome Baglien, CFO, COO & Treasurer
Jerome Baglien serves as FBRT's Chief Financial Officer, Chief Operating Officer, and Treasurer, functioning as a managing director and portfolio manager of real estate. Before joining BSP in 2016, Mr. Baglien was director of fund finance for GTIS Partners LP, where he was responsible for all finance and operations for GTIS funds. Previously, he was an accounting manager at iStar Inc. with oversight of loans and special investments.
Michael Comparato, President
Michael Comparato serves as President of FBRT. He is also a Senior Managing Director and the Head of Commercial Real Estate at Benefit Street Partners, FBRT's external manager. Prior to joining BSP in 2015, Mr. Comparato was Head of U.S. Equity Investments at Ladder Capital. Before Ladder Capital, he was President of BankAtlantic Commercial Mortgage Capital, the CMBS affiliate of BankAtlantic, and also previously ran Compson Holding Corporation, which made various equity investments in commercial real estate assets and publicly traded REITs.
Micah Goodman, Managing Director, General Counsel and Chief Administrative Officer
Micah Goodman is a Managing Director, General Counsel, and Chief Administrative Officer of Benefit Street Partners' commercial real estate business, and General Counsel and Corporate Secretary of Benefit Street Partners Realty Trust, Inc. Prior to joining BSP in 2014, Mr. Goodman was an executive director in the transaction management group at Ladder Capital Finance, where his team was responsible for structuring, negotiating, and closing commercial real estate loans.
Matthew Jacobs, Managing Director, Chief Credit Officer
Matthew Jacobs serves as Managing Director and Chief Credit Officer for Franklin BSP Realty Trust.
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Franklin BSP Realty Trust (FBRT) faces several key risks to its business operations:- Financial Health and Dividend Sustainability: FBRT exhibits poor financial strength, with an Altman Z-Score indicating potential distress and a high dividend payout ratio that may not be sustainable. The company has reported negative distributable earnings in recent quarters, leading to concerns about its ability to maintain its dividend payments. This also contributes to a decrease in book value per share.
- Commercial Real Estate Market and Interest Rate Fluctuations: As a real estate investment trust (REIT), FBRT is significantly exposed to the cyclical nature of the real estate market and fluctuations in interest rates. The company is navigating ongoing challenges in the commercial real estate market, particularly within the office sector, which can impact its profitability and asset values. High interest rates can also lead to net interest margin compression.
- Declining Revenue, Earnings, and Asset Value: FBRT has experienced a downward trend in both revenue and earnings per share (EPS) over the past two years. Furthermore, its tangible book value per share (TBVPS) has declined, suggesting an erosion of asset value. The presence of non-accrual loans also negatively impacts the company's earnings.
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The structural decline in demand and value for office properties driven by the widespread adoption of remote and hybrid work models. This trend directly impacts the collateral underlying a significant portion of Franklin BSP Realty Trust's loan portfolio, increasing the risk of defaults and potential losses for the company.
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Franklin BSP Realty Trust (FBRT) primarily operates in the U.S. commercial real estate (CRE) debt market, focusing on originating, acquiring, and managing a diversified portfolio of commercial real estate debt investments, including first mortgage loans, subordinate loans, mezzanine loans, and securities. Additionally, through NewPoint Real Estate Capital, FBRT provides agency origination capabilities for permanent financing solutions via Fannie Mae, Freddie Mac, and FHA, extending its reach to construction lending and long-term agency debt, particularly in the multifamily sector. The addressable market for Franklin BSP Realty Trust's main products and services is the U.S. commercial real estate debt market. The total outstanding commercial real estate debt in the U.S., including multifamily loans, was valued at approximately $5.9 trillion as of the second quarter of 2024. This figure reflects the total size of the debt secured by income-producing properties and construction loans. In terms of new business opportunities, total commercial real estate mortgage borrowing and lending in the U.S. was estimated at $498 billion in 2024. This figure is projected to increase, with total commercial and multifamily loan originations expected to reach $583 billion in 2025 and $709 billion by 2026.AI Analysis | Feedback
Expected Drivers of Future Revenue Growth for Franklin BSP Realty Trust (FBRT)
Over the next 2-3 years, Franklin BSP Realty Trust (FBRT) anticipates several key drivers for future revenue growth:
- Integration and Growth of NewPoint Acquisition: The recent acquisition of NewPoint is expected to be a significant contributor to FBRT's earnings. NewPoint reported a record $2.2 billion in originations in Q3 2025, adding $9.3 million to distributable earnings in its first full quarter as part of FBRT. The full integration of FBRT's loan servicing into NewPoint is projected to be completed by Q1 2026, with an expected annual earnings boost of $0.04 to $0.06 per fully converted share. Further growth in NewPoint's earnings contribution is anticipated to enhance GAAP earnings and book value by the first half of 2026, and distributable earnings by the second half of 2026.
- Expansion of Core Loan Portfolio, Focused on Multifamily: FBRT aims to grow its core portfolio back to a target size of at least $5 billion in the coming quarters. The company continues to prioritize new loan originations, particularly within the multifamily sector, which comprised a substantial portion of its new loan commitments in Q1 and Q3 2025. Analysts also view the strategic recycling of capital from legacy asset sales and Collateralized Loan Obligations (CLOs) into multifamily lending as a critical lever for generating higher, recurring revenue streams.
- Capital Recycling and Resolution of Real Estate Owned (REO) Assets: FBRT is actively working to divest REO assets and redeploy the capital into new, productive investments. The company reduced its REO portfolio by approximately $63 million through asset sales in Q4 2024. This ongoing resolution of REO is expected to generate an additional $0.25 to $0.30 annually to distributable earnings as the equity is put back to work.
- Strong Performance of the Conduit Business: The company's conduit business has shown robust performance, particularly in Q3 2025, driven by improved CMBS (Commercial Mortgage-Backed Securities) market liquidity and healthy investor demand. Management indicated that if favorable market conditions persist, the CMBS performance in Q4 2025 could rank among the strongest quarters in the company's history.
- Optimizing Financing through New CLO Issuances: FBRT strategically utilizes CLOs to manage its debt and enhance its origination capacity. The closing of its 12th CRE CLO after Q3 2025 is expected to lower interest expense and provide approximately $1 billion in additional origination capacity for its loan portfolio. This financial optimization supports increased lending activity and improved profitability.
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Share Repurchases
- Franklin BSP Realty Trust repurchased 540,000 shares for approximately $6 million in 2025 as of October 24.
- As of October 24, 2025, $25.6 million remained available under the Company's $65.0 million share repurchase program, which has been extended through December 31, 2026.
Share Issuance
- In July 2025, as part of the acquisition of NewPoint Holdings JV LLC, Franklin BSP Realty Trust issued 8,385,951 Class A Units of FBRT OP LLC.
- Approximately 32,071,599 shares of FBRT Common Stock were issued in October 2021 in connection with the merger with Capstead Mortgage Corporation.
Outbound Investments
- On July 1, 2025, Franklin BSP Realty Trust completed the acquisition of NewPoint Holdings JV L.L.C. for a total consideration of $428.2 million, paid with $337.3 million in cash and 8,385,951 Class A Units of FBRT OP LLC. This acquisition was a strategic expansion of multifamily lending capabilities.
- In October 2021, FBRT merged with Capstead Mortgage Corporation, a transaction that involved Capstead common stockholders receiving FBRT common stock and cash.
Capital Expenditures
- For the period ending September 30, 2025, "Purchase of real estate owned and capital expenditures" amounted to $1,250 million.
- For the period ending December 31, 2024, "Purchase of real estate owned and capital expenditures" amounted to $45 million.
- The capital expenditures forecast for the upcoming fiscal year (beyond November 7, 2025) is zero. These expenditures primarily focus on the acquisition and management of real estate owned, aligning with the company's business model as a real estate investment trust.
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| Date | Ticker | Company | Category | Trade Strategy | 6M Fwd Rtn | 12M Fwd Rtn | 12M Max DD |
|---|---|---|---|---|---|---|---|
| 11212025 | WU | Western Union | Dip Buy | DB | FCFY OPMDip Buy with High FCF Yield and High MarginBuying dips for companies with high FCF yield and meaningfully high operating margin | 13.8% | 13.8% | -0.4% |
| 11212025 | COIN | Coinbase Global | 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 | -0.3% | -0.3% | -0.5% |
| 11142025 | PYPL | PayPal | Dip Buy | DB | FCFY OPMDip Buy with High FCF Yield and High MarginBuying dips for companies with high FCF yield and meaningfully high operating margin | -4.4% | -4.4% | -7.5% |
| 11142025 | V | Visa | 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 | 7.6% | 7.6% | -2.7% |
| 11072025 | WD | Walker & Dunlop | Dip Buy | DB | P/E OPMDip Buy with Low PE and High MarginBuying dips for companies with tame PE and meaningfully high operating margin | -11.2% | -11.2% | -12.1% |
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Peer Comparisons for Franklin BSP Realty Trust
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Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 10.91 |
| Mkt Cap | 1.4 |
| Rev LTM | 391 |
| Op Inc LTM | 107 |
| FCF LTM | 64 |
| FCF 3Y Avg | 130 |
| CFO LTM | 129 |
| CFO 3Y Avg | 177 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | -10.2% |
| Rev Chg 3Y Avg | -5.5% |
| Rev Chg Q | -7.2% |
| QoQ Delta Rev Chg LTM | -2.1% |
| Op Mgn LTM | 20.8% |
| Op Mgn 3Y Avg | 22.7% |
| QoQ Delta Op Mgn LTM | -6.0% |
| CFO/Rev LTM | 52.8% |
| CFO/Rev 3Y Avg | 54.2% |
| FCF/Rev LTM | 32.3% |
| FCF/Rev 3Y Avg | 45.6% |
Segment Financials
Assets by Segment| $ Mil | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|
| Real Estate Debt and Other Real Estate Investments | 5,372 | 5,444 | 4,206 | 2,867 | 2,964 |
| Real Estate Owned | 270 | 222 | 142 | 43 | 57 |
| Real Estate Securities | 246 | 474 | 5,054 | 175 | 388 |
| Taxable Real Estate Investment Trust (REIT) subsidiary (TRS) | 67 | 63 | 73 | 105 | 131 |
| Total | 5,955 | 6,204 | 9,475 | 3,190 | 3,541 |
Price Behavior
Price Behavior
| Market Price | $10.49 | |
| Market Cap ($ Bil) | 0.9 | |
| First Trading Date | 10/19/2021 | |
| Distance from 52W High | -15.1% | |
| 50 Days | 200 Days | |
| DMA Price | $10.38 | $10.66 |
| DMA Trend | down | down |
| Distance from DMA | 1.0% | -1.6% |
| 3M | 1YR | |
| Volatility | 20.0% | 22.1% |
| Downside Capture | 58.49 | 55.66 |
| Upside Capture | 13.36 | 39.80 |
| Correlation (SPY) | 22.3% | 46.4% |
FBRT Betas & Captures as of 11/30/2025
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 0.60 | 0.48 | 0.41 | 0.47 | 0.55 | 0.76 |
| Up Beta | 0.53 | 0.66 | 0.83 | 1.13 | 0.49 | 0.62 |
| Down Beta | 0.14 | 0.27 | 0.27 | 0.09 | 0.69 | 0.80 |
| Up Capture | 77% | 27% | 7% | 29% | 30% | 46% |
| Bmk +ve Days | 12 | 25 | 38 | 73 | 141 | 426 |
| Stock +ve Days | 8 | 18 | 27 | 60 | 117 | 375 |
| Down Capture | 63% | 70% | 61% | 54% | 70% | 98% |
| Bmk -ve Days | 7 | 16 | 24 | 52 | 107 | 323 |
| Stock -ve Days | 11 | 22 | 34 | 61 | 124 | 354 |
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
nullBased On 5-Year Data
nullBased On 10-Year Data
nullEarnings Returns History
Expand for More| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 10/29/2025 | -3.9% | -3.6% | -2.5% |
| 7/30/2025 | 0.2% | 7.3% | 12.7% |
| 4/28/2025 | -0.4% | -2.5% | -5.8% |
| 2/13/2025 | 1.7% | 0.7% | 2.2% |
| 11/4/2024 | 0.2% | 2.9% | -0.5% |
| 7/31/2024 | -8.6% | -11.0% | -2.4% |
| 4/29/2024 | -1.7% | 2.3% | -3.1% |
| 2/14/2024 | 6.2% | 3.2% | 7.4% |
| ... | |||
| SUMMARY STATS | |||
| # Positive | 10 | 9 | 10 |
| # Negative | 8 | 9 | 8 |
| Median Positive | 1.9% | 4.8% | 6.0% |
| Median Negative | -3.1% | -3.8% | -3.1% |
| Max Positive | 8.8% | 7.3% | 15.3% |
| Max Negative | -8.6% | -11.0% | -20.3% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 9302025 | 11052025 | 10-Q 9/30/2025 |
| 6302025 | 7302025 | 10-Q 6/30/2025 |
| 3312025 | 4282025 | 10-Q 3/31/2025 |
| 12312024 | 2262025 | 10-K 12/31/2024 |
| 9302024 | 11042024 | 10-Q 9/30/2024 |
| 6302024 | 7312024 | 10-Q 6/30/2024 |
| 3312024 | 4292024 | 10-Q 3/31/2024 |
| 12312023 | 2262024 | 10-K 12/31/2023 |
| 9302023 | 10302023 | 10-Q 9/30/2023 |
| 6302023 | 7312023 | 10-Q 6/30/2023 |
| 3312023 | 5032023 | 10-Q 3/31/2023 |
| 12312022 | 3162023 | 10-K 12/31/2022 |
| 9302022 | 11092022 | 10-Q 9/30/2022 |
| 6302022 | 8032022 | 10-Q 6/30/2022 |
| 3312022 | 5042022 | 10-Q 3/31/2022 |
| 12312021 | 2252022 | 10-K 12/31/2021 |
External Quote Links
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| CNBC | Etrade |
| MarketWatch | Unusual Whales |
| YCharts | Perplexity Finance |
| FinViz |
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