FTI Consulting (FCN)
Market Price (12/26/2025): $175.53 | Market Cap: $5.5 BilSector: Industrials | Industry: Research & Consulting Services
FTI Consulting (FCN)
Market Price (12/26/2025): $175.53Market Cap: $5.5 BilSector: IndustrialsIndustry: Research & Consulting Services
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
| Low stock price volatilityVol 12M is 26% | Weak multi-year price returns2Y Excs Rtn is -59%, 3Y Excs Rtn is -69% | Expensive valuation multiplesP/CFOPrice/(Cash Flow from Operations). CFO is cash before capital expenditures. is 51x |
| Megatrend and thematic driversMegatrends include Corporate Resilience & Governance. Themes include Business Transformation & Restructuring, Litigation & Forensic Investigations, and Risk & Compliance Management. | Key risksFCN key risks include [1] uncertain recovery in key segments such as Economic Consulting and [2] losing its competitive position to rivals adopting disruptive technologies like artificial intelligence. |
| Low stock price volatilityVol 12M is 26% |
| Megatrend and thematic driversMegatrends include Corporate Resilience & Governance. Themes include Business Transformation & Restructuring, Litigation & Forensic Investigations, and Risk & Compliance Management. |
| Weak multi-year price returns2Y Excs Rtn is -59%, 3Y Excs Rtn is -69% |
| Expensive valuation multiplesP/CFOPrice/(Cash Flow from Operations). CFO is cash before capital expenditures. is 51x |
| Key risksFCN key risks include [1] uncertain recovery in key segments such as Economic Consulting and [2] losing its competitive position to rivals adopting disruptive technologies like artificial intelligence. |
Why The Stock Moved
Qualitative Assessment
AI Analysis | Feedback
Here are the key points explaining the stock movement for FTI Consulting (FCN) between August 31, 2025, and December 26, 2025: 1. FTI Consulting reported strong third-quarter 2025 financial results that significantly exceeded analyst expectations.The company announced an Earnings Per Share (EPS) of $2.60 for Q3 2025, notably surpassing the consensus estimate of $1.93 by $0.67. Quarterly revenue also rose 3.3% year-over-year to $956.17 million, exceeding analysts' expectations of $941.19 million. 2. The company achieved substantial year-over-year EPS growth in the third quarter of 2025.
FTI Consulting's Q3 2025 EPS of $2.60 represented a 41% increase compared to the $1.85 reported in the same quarter of the previous year. This strong profitability contributed to investor optimism. Show more
Stock Movement Drivers
Fundamental Drivers
The 9.5% change in FCN stock from 9/25/2025 to 12/25/2025 was primarily driven by a 5.7% change in the company's Net Income Margin (%).| 9252025 | 12252025 | Change | |
|---|---|---|---|
| Stock Price ($) | 160.59 | 175.85 | 9.50% |
| Change Contribution By | LTM | LTM | |
| Total Revenues ($ Mil) | 3662.89 | 3693.03 | 0.82% |
| Net Income Margin (%) | 6.82% | 7.20% | 5.68% |
| P/E Multiple | 21.39 | 20.84 | -2.60% |
| Shares Outstanding (Mil) | 33.26 | 31.52 | 5.23% |
| Cumulative Contribution | 9.20% |
Market Drivers
9/25/2025 to 12/25/2025| Return | Correlation | |
|---|---|---|
| FCN | 9.5% | |
| Market (SPY) | 4.9% | 3.8% |
| Sector (XLI) | 4.2% | 0.9% |
Fundamental Drivers
The 9.8% change in FCN stock from 6/26/2025 to 12/25/2025 was primarily driven by a 10.1% change in the company's Shares Outstanding (Mil).| 6262025 | 12252025 | Change | |
|---|---|---|---|
| Stock Price ($) | 160.11 | 175.85 | 9.83% |
| Change Contribution By | LTM | LTM | |
| Total Revenues ($ Mil) | 3668.38 | 3693.03 | 0.67% |
| Net Income Margin (%) | 7.14% | 7.20% | 0.89% |
| P/E Multiple | 21.43 | 20.84 | -2.75% |
| Shares Outstanding (Mil) | 35.05 | 31.52 | 10.07% |
| Cumulative Contribution | 8.72% |
Market Drivers
6/26/2025 to 12/25/2025| Return | Correlation | |
|---|---|---|
| FCN | 9.8% | |
| Market (SPY) | 13.1% | 4.1% |
| Sector (XLI) | 8.8% | 7.8% |
Fundamental Drivers
The -9.4% change in FCN stock from 12/25/2024 to 12/25/2025 was primarily driven by a -13.9% change in the company's Net Income Margin (%).| 12252024 | 12252025 | Change | |
|---|---|---|---|
| Stock Price ($) | 194.09 | 175.85 | -9.40% |
| Change Contribution By | LTM | LTM | |
| Total Revenues ($ Mil) | 3728.41 | 3693.03 | -0.95% |
| Net Income Margin (%) | 8.37% | 7.20% | -13.91% |
| P/E Multiple | 21.97 | 20.84 | -5.16% |
| Shares Outstanding (Mil) | 35.31 | 31.52 | 10.74% |
| Cumulative Contribution | -10.44% |
Market Drivers
12/25/2024 to 12/25/2025| Return | Correlation | |
|---|---|---|
| FCN | -9.4% | |
| Market (SPY) | 15.8% | 21.8% |
| Sector (XLI) | 18.6% | 24.8% |
Fundamental Drivers
The 12.1% change in FCN stock from 12/26/2022 to 12/25/2025 was primarily driven by a 26.0% change in the company's Total Revenues ($ Mil).| 12262022 | 12252025 | Change | |
|---|---|---|---|
| Stock Price ($) | 156.89 | 175.85 | 12.08% |
| Change Contribution By | LTM | LTM | |
| Total Revenues ($ Mil) | 2930.71 | 3693.03 | 26.01% |
| Net Income Margin (%) | 7.72% | 7.20% | -6.67% |
| P/E Multiple | 23.45 | 20.84 | -11.15% |
| Shares Outstanding (Mil) | 33.81 | 31.52 | 6.77% |
| Cumulative Contribution | 11.57% |
Market Drivers
12/26/2023 to 12/25/2025| Return | Correlation | |
|---|---|---|
| FCN | -11.8% | |
| Market (SPY) | 48.3% | 23.7% |
| Sector (XLI) | 41.7% | 26.3% |
Price Returns Compared
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| FCN Return | 1% | 37% | 4% | 25% | -4% | -8% | 59% |
| Peers Return | 2% | 29% | 16% | 4% | 39% | -11% | 97% |
| S&P 500 Return | 16% | 27% | -19% | 24% | 23% | 18% | 115% |
Monthly Win Rates [3] | |||||||
| FCN Win Rate | 50% | 50% | 58% | 67% | 67% | 50% | |
| Peers Win Rate | 45% | 52% | 43% | 42% | 50% | 47% | |
| S&P 500 Win Rate | 58% | 75% | 42% | 67% | 75% | 73% | |
Max Drawdowns [4] | |||||||
| FCN Max Drawdown | -12% | -6% | -11% | -2% | -6% | -21% | |
| Peers Max Drawdown | -43% | -5% | -12% | -16% | -4% | -30% | |
| S&P 500 Max Drawdown | -31% | -1% | -25% | -1% | -2% | -15% | |
[1] Cumulative total returns since the beginning of 2020
[2] Peers: AM, G, PSN, CRAI, ACCL. See FCN Returns vs. Peers.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2025 data is for the year up to 12/24/2025 (YTD)
How Low Can It Go
| Event | FCN | S&P 500 |
|---|---|---|
| 2022 Inflation Shock | ||
| % Loss | -24.1% | -25.4% |
| % Gain to Breakeven | 31.8% | 34.1% |
| Time to Breakeven | 137 days | 464 days |
| 2020 Covid Pandemic | ||
| % Loss | -31.7% | -33.9% |
| % Gain to Breakeven | 46.5% | 51.3% |
| Time to Breakeven | 154 days | 148 days |
| 2018 Correction | ||
| % Loss | -29.4% | -19.8% |
| % Gain to Breakeven | 41.6% | 24.7% |
| Time to Breakeven | 188 days | 120 days |
| 2008 Global Financial Crisis | ||
| % Loss | -50.7% | -56.8% |
| % Gain to Breakeven | 103.0% | 131.3% |
| Time to Breakeven | 3,436 days | 1,480 days |
Compare to AM, G, PSN, CRAI, ACCL
In The Past
FTI Consulting's stock fell -24.1% during the 2022 Inflation Shock from a high on 7/11/2022. A -24.1% loss requires a 31.8% gain to breakeven.
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FTI Consulting, Inc. provides business advisory services to manage change, mitigate risk, and resolve disputes worldwide. The company operates through five segments: Corporate Finance & Restructuring, Forensic and Litigation Consulting, Economic Consulting, Technology, and Strategic Communications. Its Corporate Finance & Restructuring segment provides business transformation, transactions, and turnaround and restructuring services. The company's Forensic and Litigation Consulting segment offers. construction and environmental solution, data and analytics, dispute, health solution, and risk and investigation services. Its Economic Consulting segment provides. antitrust and competition economic, financial economic, and international arbitration services. The company's Technology segment offers corporate legal operation; e-discovery and expertise; and information governance, privacy, and security services. Its Strategic Communications segment provides corporate reputation, financial communication, and public affairs services. The company serves aerospace and defense, agriculture, airlines and aviation, automotive and industrial, construction, energy, power and products, environmental solutions, financial services, healthcare and life sciences, hospitality, gaming and leisure, insurance, mining, private equity, public sector, real estate, retail and consumer products, telecom, media and technology, and transportation and logistics industries. The company was founded in 1982 and is headquartered in Washington, District of Columbia.
AI Analysis | Feedback
- FTI Consulting is like **the crisis management and restructuring division of a large professional services firm like Deloitte or PwC.**
- FTI Consulting is like **McKinsey, but specializing in helping companies navigate financial distress, disputes, and complex investigations.**
AI Analysis | Feedback
```html- Corporate Finance & Restructuring: Provides advisory services to companies, creditors, and other stakeholders in financially distressed situations, turnarounds, and transactions.
- Forensic and Litigation Consulting: Offers investigative, dispute resolution, and expert testimony services related to fraud, financial investigations, and complex litigation.
- Economic Consulting: Delivers economic analysis and expert testimony for legal, regulatory, and strategic matters, including antitrust, intellectual property, and valuation.
- Strategic Communications: Advises clients on investor relations, public affairs, corporate reputation, and crisis communications to manage stakeholder perceptions.
- Technology: Specializes in e-discovery, information governance, data analytics, and digital forensics to address complex legal and regulatory challenges.
AI Analysis | Feedback
FTI Consulting (FCN) - Major Customers
FTI Consulting (FCN) is a global business advisory firm that primarily sells its services to other companies and organizations, rather than individuals. Characteristic of a professional services firm with a broad and diverse client base, FTI Consulting does not publicly disclose specific "major customers" by name. Their business model involves working on project-based engagements with a wide array of clients, and no single customer typically accounts for a material portion of their consolidated revenue, as indicated in their public filings. Client confidentiality is also paramount in their industry. Therefore, instead of listing specific companies, the following are the primary categories of organizations that engage FTI Consulting for their advisory services:- Corporations: Public and private companies of various sizes, spanning diverse industries such as energy, healthcare, technology, retail, real estate, and manufacturing. They engage FTI for services related to corporate finance & restructuring, litigation support, strategic communications, and more.
- Law Firms: Legal practices frequently hire FTI Consulting for their expertise in areas like forensic investigations, economic analysis, expert testimony, and e-discovery technology, particularly in complex litigation, arbitration, and regulatory matters.
- Financial Institutions: This category includes banks, investment funds, private equity firms, and hedge funds. They utilize FTI's services for due diligence, distressed asset management, M&A advisory, and other financial and restructuring consulting needs.
- Governmental Agencies: Public sector entities engage FTI Consulting for advice on policy, regulatory compliance, investigations, and other specialized consulting services.
- Boards of Directors and Special Committees: These governing bodies often seek independent advice from FTI Consulting on matters such as corporate governance, internal investigations, M&A transactions, and shareholder activism.
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Steven H. Gunby, President & Chief Executive Officer
Steven H. Gunby has served as President and Chief Executive Officer of FTI Consulting since January 2014. He also serves as a member of the company's Board of Directors. Before joining FTI Consulting, Mr. Gunby had a distinguished 30-year career at The Boston Consulting Group (BCG), a prominent business strategy consulting firm. His roles at BCG included Senior Partner and Managing Director, Global Leader in Transformation (from 2011 to 2014), and Chairman for North and South America (from 2003 to 2009). He was also a member of BCG's Executive Committee. Mr. Gunby is also on the board of Arrow Electronics, Inc.
Paul Linton, Chief Strategy & Transformation Officer and Interim Chief Financial Officer
Paul Linton currently holds the position of Chief Strategy & Transformation Officer at FTI Consulting. As of September 12, 2025, he assumed the role of Interim Chief Financial Officer. Mr. Linton brings 25 years of experience in strategy, operations, organization, and large-scale transformation to his roles. He joined FTI Consulting in 2014. Prior to his tenure at FTI, Mr. Linton spent 14 years with The Boston Consulting Group, where he served as a partner and managing director.
Ajay Sabherwal, Former Chief Financial Officer
Ajay Sabherwal served as Chief Financial Officer of FTI Consulting from 2016 until his departure on September 12, 2025, for a role outside the consulting industry. Before joining FTI, he held several CFO positions, including Executive Vice President and CFO of FairPoint Communications, Inc. from 2010 to 2016. At FairPoint, he played a key role in guiding the company through a Chapter 11 bankruptcy restructuring and its subsequent relisting on NASDAQ. Mr. Sabherwal also served as CFO of Mendel Biotechnology, Inc., a company that was acquired by Koch Industries in 2014. His past experience also includes CFO roles at Aventine Renewable Energy, Inc. and Choice One Communications, Inc. He began his career in telecommunications, working in business planning, consulting, and equity analysis at firms such as Deloitte, Barclays de Zoete Wedd, and Canadian Imperial Bank of Commerce (CIBC) World Markets.
Holly Paul, Chief Human Resources Officer
Holly Paul is the Chief Human Resources Officer at FTI Consulting, a role she has held since July 2014. She is responsible for attracting, engaging, hiring, developing, and retaining professionals. Prior to FTI Consulting, Ms. Paul served as CHRO of Vocus, a PR software company that was later sold. She also spent nearly 12 years with PricewaterhouseCoopers (PwC) in various roles, including US Talent Acquisition Leader and National Human Resource Leader.
Matthew Pachman, Vice President, Chief Ethics & Compliance Officer & Chief Risk Officer
Matthew Pachman serves as Vice President, Chief Ethics & Compliance Officer, and Chief Risk Officer at FTI Consulting, roles he has held since July 2012, March 2017, and 2010, respectively. He is responsible for overseeing the firm's global ethics and compliance programs, as well as all aspects of its risk management functions. Before joining FTI Consulting in 2012, Mr. Pachman was the Vice President and Chief Compliance Officer at Altegrity Inc. He also served as Vice President of Compliance – Ethics and Business Practices at Freddie Mac, where he led enterprise-wide ethics and compliance functions. Earlier in his career, Mr. Pachman was a lawyer with MCI WorldCom, Inc.
Sophie Ross, Global Chief Executive Officer, Technology Segment
Sophie Ross is the Global Chief Executive Officer of the Technology segment at FTI Consulting and a member of the firm's Executive Committee. She has over 20 years of experience in company management and operations across the United States, Europe, and Asia. Ms. Ross joined FTI Consulting through its 2008 acquisition of Strategic Discovery, a leader in the litigation discovery industry, where she served as Chief Operating Officer. Prior to Strategic Discovery, she was Executive Vice President of Global Delivery & Operations at Freeborders Inc., and also held strategic and operational leadership roles at Revlon Inc./MacAndrews & Forbes and The Boston Consulting Group.
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Key Risks to FTI Consulting (FCN)
- Economic and Market Uncertainties: FTI Consulting is significantly exposed to fluctuations in global economies, financial markets, and geopolitical disruptions, which can directly reduce demand for its advisory services and impact revenues and profitability. The recovery of certain segments, such as Economic Consulting, remains uncertain due to lingering market conditions.
- Cybersecurity Threats and Regulatory Compliance: The company faces substantial risks from cybersecurity incidents, which could harm its reputation and financial results. Additionally, compliance with evolving and increasingly stringent data privacy and security regulations, such as GDPR and CCPA, increases operational costs and complexity.
- Intense Competition and Technology Disruption: FTI Consulting operates in a highly competitive market with numerous firms offering similar services, which can put pressure on its market share and profitability. The rapid adoption of new technologies, particularly artificial intelligence (AI) and machine learning, by competitors poses an emerging risk that could adversely affect FTI Consulting's competitive position if not adequately addressed.
AI Analysis | Feedback
The clear emerging threat for FTI Consulting is the rapid advancement and adoption of **Artificial Intelligence (AI) and advanced automation** within professional services.
This technology has the potential to:
- Automate and commoditize core advisory tasks: AI can perform data analysis, document review, e-discovery, financial modeling, legal research, and market analysis with greater speed, accuracy, and lower cost than traditional human-intensive methods. This could significantly reduce the demand for FTI's current service delivery model or pressure its pricing.
- Enable new, lean competitors: Specialized AI-first consulting firms or technology vendors focused on AI-powered solutions could emerge, offering targeted services (e.g., AI-driven forensic accounting, automated compliance solutions, AI-powered litigation support) that directly compete with FTI's offerings at potentially lower price points or with superior efficiency.
- Empower client self-service: As sophisticated AI tools become more accessible and user-friendly, corporate clients may develop stronger in-house capabilities for tasks they previously outsourced to FTI, particularly in areas like e-discovery, data analytics, and routine compliance.
This threat is analogous to how Netflix's streaming model disrupted Blockbuster's physical rental business or how Uber's app-based network challenged traditional taxi services, by fundamentally altering the delivery mechanism, cost structure, and competitive landscape of the industry.
AI Analysis | Feedback
FTI Consulting (symbol: FCN) operates across five main segments: Corporate Finance & Restructuring, Forensic and Litigation Consulting, Economic Consulting, Technology, and Strategic Communications. While FTI Consulting is a global firm with operations in 31 countries, the majority of its revenues (65% as of September 2023) are derived from North America. Here's an overview of the addressable markets for FTI Consulting's main products and services, where available: * Corporate Finance & Restructuring: The global Corporate Restructuring Consulting Market is projected to grow from $10.8 billion in 2025 to $19.7 billion by 2032, with a compound annual growth rate (CAGR) of 12.30% during that period. * Forensic and Litigation Consulting: The global forensic consulting service market was valued at $143 million in 2024 and is projected to reach $314.41 million by 2025. * Economic Consulting: Information on the specific addressable market size for FTI Consulting's Economic Consulting services was not explicitly available. * Technology: The global AI consulting market size reached $15.7 billion in 2022, and is projected to grow at a 35.4% CAGR from 2023 to 2032. This represents a portion of FTI Consulting's technology offerings. * Strategic Communications: While FTI Consulting's Strategic Communications segment has an estimated annual revenue of $246.7 million, a distinct addressable market size for this specific segment was not identified.AI Analysis | Feedback
FTI Consulting (symbol: FCN) is expected to drive future revenue growth over the next 2-3 years through several key areas:
- Sustained Demand in Corporate Finance & Restructuring Services: FTI Consulting anticipates continued revenue growth from its Corporate Finance & Restructuring segment, propelled by increased demand for restructuring and transactions services. Additionally, higher realized bill rates for transformation and strategy services are expected to contribute to this growth.
- Expansion of Forensic and Litigation Consulting Services: The Forensic and Litigation Consulting segment is poised for continued expansion, driven by higher realized bill rates across risk and investigations, data & analytics, and construction solutions services. The firm also anticipates increased demand for its risk and investigations services.
- Growth in Strategic Communications, Particularly Crisis and Transformation Services: The Strategic Communications segment is experiencing increased demand for corporate reputation services, with particular strength noted in crisis, people, and transformation services. This reflects a growing need for FTI Consulting's expertise during periods of disruption and change, which is expected to continue to drive revenue.
- Strategic Investments in Cybersecurity: FTI Consulting has a strategic focus and continues to invest in cybersecurity. This ongoing investment and the evolving landscape of cybersecurity threats suggest that this area will be a driver of future revenue as the company enhances and expands its offerings to meet market demands.
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Share Repurchases
- On October 21, 2025, FTI Consulting's Board of Directors authorized an additional $500.0 million for share repurchases, bringing the aggregate authorization since June 2, 2016, to $2.2 billion. Approximately $500.0 million remained available under the program after this authorization.
- In April 2025, FTI Consulting increased its stock repurchase authorization by $400 million, bringing the total authorization to $1.7 billion.
- The company repurchased $354.9 million of its common stock in the second quarter of 2025.
- FTI Consulting repurchased shares worth $10.2 million in 2024, $21 million in 2023, $85.4 million in 2022, and $46.1 million in 2021.
Capital Expenditures
- FTI Consulting's capital expenditures were $35 million in 2024, $49 million in 2023, $53 million in 2022, $69 million in 2021, and $35 million in 2020.
- For the second quarter of 2025, capital expenditure was $35.2 million.
- Expected capital expenditures for the remainder of 2025 are projected to be between $29 million and $36 million, to support the organization.
- The decrease in capital expenditures in 2024 was primarily due to lower spending on cloud computing costs and leasehold improvements.
Latest Trefis Analyses
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| ARTICLES |
Trade Ideas
Select ideas related to FCN. For more, see Trefis Trade Ideas.
| Date | Ticker | Company | Category | Trade Strategy | 6M Fwd Rtn | 12M Fwd Rtn | 12M Max DD |
|---|---|---|---|---|---|---|---|
| 11212025 | CNM | Core & Main | 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 | 18.7% | 18.7% | -1.6% |
| 11212025 | VRRM | Verra Mobility | 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 | 4.7% | 4.7% | -1.2% |
| 11212025 | LII | Lennox International | Dip Buy | DB | P/E OPMDip Buy with Low PE and High MarginBuying dips for companies with tame PE and meaningfully high operating margin | 6.9% | 6.9% | 0.0% |
| 11212025 | ADP | Automatic Data Processing | 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 | 2.6% | 2.6% | -1.2% |
| 11212025 | CW | Curtiss-Wright | Quality | Q | Momentum | UpsideQuality Stocks with Momentum and UpsideBuying quality stocks with strong momentum but still having room to run | 6.0% | 6.0% | -0.4% |
| 09262025 | FCN | FTI Consulting | Dip Buy | DB | P/E OPMDip Buy with Low PE and High MarginBuying dips for companies with tame PE and meaningfully high operating margin | 8.9% | 8.9% | -6.1% |
Research & Analysis
Invest in Strategies
Wealth Management
Peer Comparisons for FTI Consulting
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 55.47 |
| Mkt Cap | 6.7 |
| Rev LTM | 3,693 |
| Op Inc LTM | 411 |
| FCF LTM | 383 |
| FCF 3Y Avg | 398 |
| CFO LTM | 438 |
| CFO 3Y Avg | 444 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 7.4% |
| Rev Chg 3Y Avg | 8.2% |
| Rev Chg Q | 6.6% |
| QoQ Delta Rev Chg LTM | 1.6% |
| Op Mgn LTM | 11.5% |
| Op Mgn 3Y Avg | 10.5% |
| QoQ Delta Op Mgn LTM | 0.1% |
| CFO/Rev LTM | 6.7% |
| CFO/Rev 3Y Avg | 7.3% |
| FCF/Rev LTM | 5.9% |
| FCF/Rev 3Y Avg | 6.5% |
Valuation
| Median | |
|---|---|
| Name | |
| Mkt Cap | 6.7 |
| P/S | 1.7 |
| P/EBIT | 15.4 |
| P/E | 20.8 |
| P/CFO | 15.3 |
| Total Yield | 5.1% |
| Dividend Yield | 1.0% |
| FCF Yield 3Y Avg | 4.6% |
| D/E | 0.2 |
| Net D/E | 0.1 |
Returns
| Median | |
|---|---|
| Name | |
| 1M Rtn | 3.9% |
| 3M Rtn | -3.1% |
| 6M Rtn | 3.4% |
| 12M Rtn | 1.1% |
| 3Y Rtn | 24.3% |
| 1M Excs Rtn | 1.7% |
| 3M Excs Rtn | -8.0% |
| 6M Excs Rtn | -9.5% |
| 12M Excs Rtn | -14.8% |
| 3Y Excs Rtn | -56.5% |
Comparison Analyses
Price Behavior
Price Behavior
| Market Price | $175.85 | |
| Market Cap ($ Bil) | 5.5 | |
| First Trading Date | 05/09/1996 | |
| Distance from 52W High | -11.5% | |
| 50 Days | 200 Days | |
| DMA Price | $165.06 | $164.41 |
| DMA Trend | down | up |
| Distance from DMA | 6.5% | 7.0% |
| 3M | 1YR | |
| Volatility | 23.4% | 25.8% |
| Downside Capture | 2.77 | 49.92 |
| Upside Capture | 44.56 | 32.62 |
| Correlation (SPY) | 4.4% | 21.9% |
FCN 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 | 0.25 | 0.22 | 0.23 | 0.26 | 0.31 | 0.32 |
| Up Beta | -0.13 | 0.33 | 0.79 | 0.31 | 0.40 | 0.44 |
| Down Beta | 0.12 | -0.04 | -0.02 | 0.01 | 0.05 | 0.12 |
| Up Capture | 14% | 31% | 6% | 23% | 17% | 8% |
| Bmk +ve Days | 12 | 25 | 38 | 73 | 141 | 426 |
| Stock +ve Days | 9 | 20 | 29 | 61 | 123 | 385 |
| Down Capture | 50% | 28% | 28% | 45% | 64% | 65% |
| Bmk -ve Days | 7 | 16 | 24 | 52 | 107 | 323 |
| Stock -ve Days | 10 | 21 | 33 | 63 | 124 | 363 |
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
| Comparison of FCN With Other Asset Classes (Last 1Y) | |||||||
|---|---|---|---|---|---|---|---|
| FCN | Sector ETF | Equity | Gold | Commodities | Real Estate | Bitcoin | |
| Annualized Return | -10.0% | 20.9% | 19.2% | 71.9% | 8.9% | 6.0% | -10.1% |
| Annualized Volatility | 25.7% | 18.8% | 19.5% | 19.3% | 15.3% | 17.1% | 35.0% |
| Sharpe Ratio | -0.44 | 0.87 | 0.78 | 2.69 | 0.36 | 0.18 | -0.12 |
| Correlation With Other Assets | 24.8% | 21.7% | -2.3% | -2.1% | 28.7% | 3.5% | |
ETFs used for asset classes: Sector ETF = XLI, Equity = SPY, Gold = GLD, Commodities = DBC, Real Estate = VNQ, and Bitcoin = BTCUSD
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Based On 5-Year Data
| Comparison of FCN With Other Asset Classes (Last 5Y) | |||||||
|---|---|---|---|---|---|---|---|
| FCN | Sector ETF | Equity | Gold | Commodities | Real Estate | Bitcoin | |
| Annualized Return | 10.0% | 14.0% | 14.9% | 18.7% | 11.7% | 4.8% | 32.7% |
| Annualized Volatility | 28.1% | 17.2% | 17.1% | 15.5% | 18.7% | 18.9% | 48.7% |
| Sharpe Ratio | 0.36 | 0.66 | 0.70 | 0.97 | 0.51 | 0.17 | 0.60 |
| Correlation With Other Assets | 20.5% | 19.3% | -0.6% | 0.7% | 17.2% | 5.5% | |
ETFs used for asset classes: Sector ETF = XLI, Equity = SPY, Gold = GLD, Commodities = DBC, Real Estate = VNQ, and Bitcoin = BTCUSD
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 10-Year Data
| Comparison of FCN With Other Asset Classes (Last 10Y) | |||||||
|---|---|---|---|---|---|---|---|
| FCN | Sector ETF | Equity | Gold | Commodities | Real Estate | Bitcoin | |
| Annualized Return | 17.4% | 13.4% | 14.7% | 14.9% | 6.9% | 5.2% | 69.3% |
| Annualized Volatility | 30.7% | 19.9% | 18.0% | 14.8% | 17.6% | 20.8% | 55.8% |
| Sharpe Ratio | 0.59 | 0.60 | 0.70 | 0.83 | 0.31 | 0.22 | 0.90 |
| Correlation With Other Assets | 27.7% | 28.2% | -3.2% | 5.7% | 22.6% | 2.4% | |
ETFs used for asset classes: Sector ETF = XLI, Equity = SPY, Gold = GLD, Commodities = DBC, Real Estate = VNQ, and Bitcoin = BTCUSD
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Returns Analyses
Earnings Returns History
Expand for More| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 10/24/2025 | 5.5% | 4.5% | 2.8% |
| 7/25/2025 | -2.0% | -5.0% | -4.2% |
| 2/21/2025 | 0.8% | 0.6% | -2.3% |
| 10/25/2024 | -0.4% | -0.2% | 2.5% |
| 7/26/2024 | 0.4% | -1.7% | -1.3% |
| 2/23/2024 | 1.8% | -5.4% | -3.2% |
| 10/27/2023 | -0.6% | -0.4% | 0.8% |
| 7/28/2023 | -0.9% | 4.3% | 6.3% |
| ... | |||
| SUMMARY STATS | |||
| # Positive | 11 | 9 | 10 |
| # Negative | 7 | 9 | 8 |
| Median Positive | 1.1% | 2.8% | 6.2% |
| Median Negative | -1.3% | -1.6% | -3.2% |
| Max Positive | 5.5% | 5.9% | 22.6% |
| Max Negative | -3.7% | -5.4% | -9.0% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 9302025 | 10232025 | 10-Q 9/30/2025 |
| 6302025 | 7242025 | 10-Q 6/30/2025 |
| 3312025 | 4242025 | 10-Q 3/31/2025 |
| 12312024 | 2202025 | 10-K 12/31/2024 |
| 9302024 | 10242024 | 10-Q 9/30/2024 |
| 6302024 | 7252024 | 10-Q 6/30/2024 |
| 3312024 | 4252024 | 10-Q 3/31/2024 |
| 12312023 | 2222024 | 10-K 12/31/2023 |
| 9302023 | 10262023 | 10-Q 9/30/2023 |
| 6302023 | 7272023 | 10-Q 6/30/2023 |
| 3312023 | 4272023 | 10-Q 3/31/2023 |
| 12312022 | 2232023 | 10-K 12/31/2022 |
| 9302022 | 10272022 | 10-Q 9/30/2022 |
| 6302022 | 7282022 | 10-Q 6/30/2022 |
| 3312022 | 4282022 | 10-Q 3/31/2022 |
| 12312021 | 2242022 | 10-K 12/31/2021 |
Insider Activity
Expand for More| Owner | Title | Filing Date | Action | Price | Shares | TransactedValue | Value ofHeld Shares | Form | |
|---|---|---|---|---|---|---|---|---|---|
| 0 | Gunby Steven Henry | CEO, Chairman and President | 10272025 | Buy | 151.12 | 7,500 | 1,133,400 | 44,430,338 | 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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