Global Industrial (GIC)
Market Price (4/5/2026): $31.34 | Market Cap: $1.2 BilSector: Industrials | Industry: Trading Companies & Distributors
Global Industrial (GIC)
Market Price (4/5/2026): $31.34Market Cap: $1.2 BilSector: IndustrialsIndustry: Trading Companies & Distributors
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 9.3%, Dividend Yield is 3.3%, ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is 5.4%, FCF Yield is 6.2% Low stock price volatilityVol 12M is 44% Megatrend and thematic driversMegatrends include Automation & Robotics, and E-commerce & DTC Adoption. Themes include Process / Warehouse Automation, and Supply Chain Digitization. | Weak multi-year price returns2Y Excs Rtn is -50%, 3Y Excs Rtn is -33% | Key risksGIC key risks include [1] persistent gross margin variability due to tariffs and economic headwinds and [2] operating margin dilution and management distraction caused by the Indoff acquisition. |
| Attractive yieldTotal YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 9.3%, Dividend Yield is 3.3%, ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is 5.4%, FCF Yield is 6.2% |
| Low stock price volatilityVol 12M is 44% |
| Megatrend and thematic driversMegatrends include Automation & Robotics, and E-commerce & DTC Adoption. Themes include Process / Warehouse Automation, and Supply Chain Digitization. |
| Weak multi-year price returns2Y Excs Rtn is -50%, 3Y Excs Rtn is -33% |
| Key risksGIC key risks include [1] persistent gross margin variability due to tariffs and economic headwinds and [2] operating margin dilution and management distraction caused by the Indoff acquisition. |
Qualitative Assessment
AI Analysis | Feedback
1. Strong Fourth Quarter 2025 Financial Performance: Global Industrial Company reported robust results for the fourth quarter ended December 31, 2025, exceeding analyst expectations. Earnings per share (EPS) of $0.38 surpassed estimates of $0.35 by 8.57% and represented a 40.7% increase year-over-year. Quarterly revenue grew 14.3% year-over-year to $345.6 million, beating the consensus estimate of $328.1 million by approximately 5.3%. This strong performance signaled effective operational execution and growth.
2. Optimistic Outlook and Strategic Initiatives: Management provided a positive outlook for the first quarter of 2026, anticipating continued mid-to-high single-digit revenue growth and sequential improvement in gross margins. The company's strategic focus on initiatives such as Salesforce rollout, sales realignment into verticals, expanding product assortments, and targeting enterprise and Group Purchasing Organization (GPO) customers suggests a pathway for sustained profitable growth, leading to more upbeat sentiment among analysts and management.
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Stock Movement Drivers
Fundamental Drivers
The 8.3% change in GIC stock from 12/31/2025 to 4/4/2026 was primarily driven by a 3.2% change in the company's Total Revenues ($ Mil).| (LTM values as of) | 12312025 | 4042026 | Change |
|---|---|---|---|
| Stock Price ($) | 28.96 | 31.37 | 8.3% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 1,336 | 1,379 | 3.2% |
| Net Income Margin (%) | 5.1% | 5.2% | 2.4% |
| P/E Multiple | 16.3 | 16.7 | 2.4% |
| Shares Outstanding (Mil) | 38 | 38 | 0.0% |
| Cumulative Contribution | 8.3% |
Market Drivers
12/31/2025 to 4/4/2026| Return | Correlation | |
|---|---|---|
| GIC | 8.3% | |
| Market (SPY) | -5.4% | 53.1% |
| Sector (XLI) | 5.6% | 55.1% |
Fundamental Drivers
The -12.9% change in GIC stock from 9/30/2025 to 4/4/2026 was primarily driven by a -20.0% change in the company's P/E Multiple.| (LTM values as of) | 9302025 | 4042026 | Change |
|---|---|---|---|
| Stock Price ($) | 36.00 | 31.37 | -12.9% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 1,325 | 1,379 | 4.1% |
| Net Income Margin (%) | 5.0% | 5.2% | 4.6% |
| P/E Multiple | 20.9 | 16.7 | -20.0% |
| Shares Outstanding (Mil) | 38 | 38 | 0.0% |
| Cumulative Contribution | -12.9% |
Market Drivers
9/30/2025 to 4/4/2026| Return | Correlation | |
|---|---|---|
| GIC | -12.9% | |
| Market (SPY) | -2.9% | 27.7% |
| Sector (XLI) | 6.5% | 34.2% |
Fundamental Drivers
The 45.2% change in GIC stock from 3/31/2025 to 4/4/2026 was primarily driven by a 22.2% change in the company's P/E Multiple.| (LTM values as of) | 3312025 | 4042026 | Change |
|---|---|---|---|
| Stock Price ($) | 21.61 | 31.37 | 45.2% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 1,316 | 1,379 | 4.8% |
| Net Income Margin (%) | 4.6% | 5.2% | 12.8% |
| P/E Multiple | 13.7 | 16.7 | 22.2% |
| Shares Outstanding (Mil) | 39 | 38 | 0.5% |
| Cumulative Contribution | 45.2% |
Market Drivers
3/31/2025 to 4/4/2026| Return | Correlation | |
|---|---|---|
| GIC | 45.2% | |
| Market (SPY) | 16.3% | 29.6% |
| Sector (XLI) | 26.3% | 32.5% |
Fundamental Drivers
The 28.7% change in GIC stock from 3/31/2023 to 4/4/2026 was primarily driven by a 42.1% change in the company's P/E Multiple.| (LTM values as of) | 3312023 | 4042026 | Change |
|---|---|---|---|
| Stock Price ($) | 24.38 | 31.37 | 28.7% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 1,166 | 1,379 | 18.3% |
| Net Income Margin (%) | 6.8% | 5.2% | -22.6% |
| P/E Multiple | 11.8 | 16.7 | 42.1% |
| Shares Outstanding (Mil) | 38 | 38 | -1.0% |
| Cumulative Contribution | 28.7% |
Market Drivers
3/31/2023 to 4/4/2026| Return | Correlation | |
|---|---|---|
| GIC | 28.7% | |
| Market (SPY) | 63.3% | 32.9% |
| Sector (XLI) | 68.8% | 39.2% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| GIC Return | 19% | -41% | 70% | -34% | 22% | 9% | 5% |
| Peers Return | 33% | 1% | 40% | 13% | 14% | 12% | 171% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | -4% | 75% |
Monthly Win Rates [3] | |||||||
| GIC Win Rate | 58% | 33% | 58% | 50% | 58% | 75% | |
| Peers Win Rate | 65% | 43% | 62% | 58% | 55% | 75% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 50% | |
Max Drawdowns [4] | |||||||
| GIC Max Drawdown | -9% | -44% | -2% | -35% | -14% | 0% | |
| Peers Max Drawdown | -8% | -18% | -4% | -12% | -12% | -1% | |
| S&P 500 Max Drawdown | -1% | -25% | -1% | -2% | -15% | -7% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: GWW, MSM, FAST, AIT, WCC.
[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 4/2/2026 (YTD)
How Low Can It Go
| Event | GIC | S&P 500 |
|---|---|---|
| 2022 Inflation Shock | ||
| % Loss | -50.7% | -25.4% |
| % Gain to Breakeven | 102.8% | 34.1% |
| Time to Breakeven | 503 days | 464 days |
| 2020 Covid Pandemic | ||
| % Loss | -42.2% | -33.9% |
| % Gain to Breakeven | 72.9% | 51.3% |
| Time to Breakeven | 226 days | 148 days |
| 2018 Correction | ||
| % Loss | -59.4% | -19.8% |
| % Gain to Breakeven | 146.1% | 24.7% |
| Time to Breakeven | 1,695 days | 120 days |
| 2008 Global Financial Crisis | ||
| % Loss | -70.1% | -56.8% |
| % Gain to Breakeven | 234.4% | 131.3% |
| Time to Breakeven | 3,523 days | 1,480 days |
Compare to GWW, MSM, FAST, AIT, WCC
In The Past
Global Industrial's stock fell -50.7% during the 2022 Inflation Shock from a high on 4/23/2021. A -50.7% loss requires a 102.8% gain to breakeven.
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About Global Industrial (GIC)
AI Analysis | Feedback
Here are 1-3 brief analogies for Global Industrial (GIC):
- Global Industrial is like a Grainger, specializing in a vast array of industrial and maintenance, repair, and operations (MRO) products for businesses.
- Global Industrial is like an expanded Uline, offering a much broader range of industrial and MRO products beyond just packaging and shipping supplies.
- Global Industrial is like Amazon Business, but specifically curated for industrial and MRO products for businesses and institutions.
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- Storage and Shelving: Products for organizing and storing items in various industrial and commercial settings.
- Safety and Security: Equipment and supplies designed to ensure workplace safety and facility protection.
- Carts and Trucks: Material handling equipment for transporting goods and materials within facilities.
- HVAC and Fans: Products for heating, ventilation, air conditioning, and air circulation solutions.
- Furniture and Decor: Items for furnishing offices, breakrooms, and other commercial spaces.
- Material Handling: Diverse equipment used for moving, protecting, storing, and controlling materials.
- Janitorial and Facility Maintenance: Supplies and equipment essential for cleaning and maintaining facilities.
- Workbenches and Shop Desks: Durable surfaces and storage solutions for workshops and industrial environments.
- Tools and Instruments: A range of hand tools, power tools, and precision instruments for various tasks.
- Plumbing and Pumps: Products for water systems, fluid transfer, and drainage applications.
- Office and School Supplies: Essential items for administrative operations and educational institutions.
- Packaging and Shipping: Materials and equipment used for packing, protecting, and sending goods.
- Lighting and Electrical: Fixtures, bulbs, and electrical components for illumination and power systems.
- Food Service and Retail: Equipment and supplies tailored for restaurants, cafeterias, and retail operations.
- Medical and Laboratory: Specialized products catering to healthcare facilities and scientific research.
- Motors and Power Transmission: Components integral to machinery and industrial power systems.
- Building Supplies: Materials utilized in construction, repair, and renovation projects.
- Machining: Equipment and tools for shaping and processing various materials.
- Fasteners and Hardware: Small components like nuts, bolts, screws, and other hardware for assembly.
- Vehicle Maintenance: Products dedicated to the upkeep and repair of vehicles.
- Raw Materials: Basic unprocessed materials used in manufacturing and construction processes.
AI Analysis | Feedback
Global Industrial (GIC) primarily sells to other companies and organizations, rather than individual consumers. The company's major customers fall into the following categories:
- Businesses
- State, local, and private educational organizations
- Government entities
The provided company description does not list specific customer companies by name.
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Anesa Chaibi, Chief Executive Officer
Anesa Chaibi assumed the role of Chief Executive Officer at Global Industrial Company effective February 17, 2025. She brings over three decades of experience in the industrial business-to-business (B2B) sector. Her career includes significant leadership positions such as Operating Partner and Chief Transformation Officer at Coalesce Capital Management, a private equity firm. She has also served as CEO of CoolSys, Inc., a provider of refrigeration, HVAC, and sustainable energy solutions, and was an Industry Advisor for Warburg Pincus, another leading private equity firm. Additionally, Chaibi led Optimas Solutions as CEO and held managerial roles at General Electric, as well as President and CEO of HD Supply Facilities Maintenance. She holds a B.S. in Chemical Engineering from West Virginia University and an M.B.A. from Duke University's Fuqua School of Business.
Tex Clark, Senior Vice President, Chief Financial Officer
Tex Clark serves as the Senior Vice President and Chief Financial Officer of Global Industrial Company. He joined Systemax (the company's former name) in November 2016. Prior to his current role, Clark was a Senior Financial Analyst at TigerDirect.com from January 2008 to December 2010. He earned a Master of Business Administration (MBA) and a Bachelor of Business Administration (BBA) from the University of Miami Herbert Business School, and also holds a degree in International Business from HES Amsterdam.
Richard B. Leeds, Executive Chairman of the Board
Richard B. Leeds is the Executive Chairman of the Board for Global Industrial Company. He previously served as Interim Chief Executive Officer and was the Chairman and CEO from 1995 to 2016. Mr. Leeds has a long tenure with Global Industrial, having been with the company for over 35 years.
Donna Fielding, Senior Vice President, Chief Human Resources Officer
Donna Fielding is the Senior Vice President and Chief Human Resources Officer at Global Industrial Company.
Manoj Shetty, Senior Vice President, Chief Information Officer
Manoj Shetty holds the position of Senior Vice President and Chief Information Officer at Global Industrial Company. He has been with the company since August 2014, when it was known as Systemax Inc.
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The key risks to Global Industrial Company's (GIC) business include:
- Macroeconomic Weakness, Tariffs, and Supply Chain & Freight Disruptions: Global Industrial Company is significantly exposed to general economic conditions, including inflation, interest rates, and geopolitical risks, which can negatively impact sales, margins, and profitability. The company also faces sensitivity to tariffs on imports, particularly from China, Mexico, and Canada, as well as broader supply chain and freight disruptions and tight labor markets. These factors are typical for distributors and can directly affect procurement costs, product availability, and operational expenses.
- Material Weaknesses in Internal Controls and Cybersecurity Threats: Global Industrial has disclosed material weaknesses in information technology controls at its Indoff subsidiary, which could impact the company's ability to produce accurate financial statements and affect its stock price and access to capital markets if unresolved. Additionally, the company faces ongoing cybersecurity threats that, if materialized, could disrupt operations, result in litigation, or cause reputational damage.
- Challenges with Acquisitions and Strategic Initiatives: The acquisition of Indoff LLC in 2023 was noted as dilutive in terms of operating margins and contributed to persistently high selling, distribution, and administrative (SD&A) costs. There is also a risk of stalled private label expansion, which is a key growth area for the company. These challenges indicate potential difficulties in integrating acquisitions and successfully executing strategic growth initiatives.
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The accelerating dominance and expanding capabilities of large horizontal e-commerce platforms, particularly Amazon Business, in the business-to-business (B2B) maintenance, repair, and operation (MRO) sector.
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Global Industrial Company (GIC) operates within several significant addressable markets in North America, primarily as a distributor of industrial and maintenance, repair, and operation (MRO) products. The key markets for its main product and service categories are detailed below, with market sizes provided for the North American region.
Industrial and MRO Products
The North America MRO distribution market was estimated at USD 161.70 billion in 2024 and is projected to grow at a Compound Annual Growth Rate (CAGR) of 2.6% from 2025 to 2030. Another analysis indicates the North America MRO market size was valued at USD 25.77 billion in 2024 and is anticipated to reach USD 35.23 billion by 2033, with a CAGR of 3.28% from 2025 to 2033. The United States MRO market alone was valued at USD 93.17 billion in 2025, with an estimated growth to USD 102.86 billion by 2031 at a CAGR of 1.66%. The USA MRO Companies Market is approximately USD 9.3 billion.
Storage and Shelving
North America accounts for approximately 29% of the global shelving units and shelves market share. The global shelving units market was valued at over USD 22 billion in 2021 and is projected to grow to USD 39.00 billion by 2033, at a CAGR of 4.715%. The United States alone accounts for nearly 82% of the regional shelving demand within North America. The North America Storage Market reached a valuation of USD 77.5 billion in revenue in 2023. The global retail shelving system market is estimated to reach approximately USD 2.64 billion in 2025, with sales expected to reach approximately USD 4.89 billion by 2032.
Safety and Security
The North America Security Solutions Market is projected to grow from USD 142.9 billion in 2025 to reach USD 199.7 billion by 2030, at a CAGR of 6.9%. North America holds approximately 34% of the global Security Market share; the global security market size was valued at USD 156.82 billion in 2025 and is projected to grow to USD 306.7 billion by 2034. Specifically, the physical security market size in North America was valued at USD 268.42 million in 2024 and is expected to reach USD 688.72 million by 2032, at a CAGR of 12.50%. The North America perimeter security market size is projected to increase by USD 12.62 billion, at a CAGR of 8.2% from 2025 to 2030.
Material Handling
The North America material handling equipment market is expected to reach a projected revenue of USD 74.2 billion by 2030. Another estimate states the North America material handling equipment market was valued at USD 86.66 billion in 2025, is estimated to reach USD 91.70 billion in 2026, and is projected to reach USD 144.19 billion by 2034, growing at a CAGR of 5.82%. The USA Material Handling Equipment Market is valued at USD 42.2 billion. The North America Material Handling Equipment market holds a significant share of USD 100 billion in 2024. The U.S. alone dominates the North America market with USD 35 billion in 2025.
Janitorial and Facility Maintenance
The janitorial service market in North America is expected to reach a projected revenue of approximately USD 108.41 billion by 2030. The North American janitorial services market held a market value of USD 61.73 billion in 2025 and USD 63.64 billion in 2026. The North America commercial facility maintenance market size is anticipated to reach USD 202.41 billion by 2030. The North America facility management market was valued at USD 455.95 billion in 2025 and is estimated to grow to USD 547.29 billion by 2031, at a CAGR of 3.09%. The facility management services market in North America is forecast to increase by USD 183 billion at a CAGR of 10.1% between 2024 and 2029.
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Global Industrial Company (GIC) is poised for future revenue growth over the next two to three years, driven by several strategic initiatives and market dynamics:
- Growth in Enterprise Business and Strategic Account Penetration: Global Industrial is focused on expanding its enterprise business by generating new accounts and maintaining healthy retention rates among existing customers. The company aims to deepen relationships with its largest and most strategic customers, viewing this as a significant opportunity for increased market share.
- Continued Strength and Investment in the E-commerce Channel: E-commerce consistently serves as a leading sales channel for Global Industrial, contributing significantly to organic revenue growth. The company has observed strong performance and volume gains in its web business.
- Strategic Realignment towards Specialization and Solutions Provision: Global Industrial is implementing a more intentional go-to-market strategy centered on customer-centric operations. This includes aligning inside sales teams into customer verticals, building dedicated outside sales teams, and broadening product categories and offerings. The goal is to enhance its position as a solutions provider and problem solver across various industries, such as industrial, commercial, retail, public sector, healthcare, hospitality, and multifamily.
- Market Expansion through Acquisitions and International Growth: The full integration and leveraging of acquisitions, such as Indoff, are expected to contribute to future growth by expanding Global Industrial's market reach and product portfolio. Additionally, consistent top-line growth in the Canadian market has been a notable contributor to overall revenue.
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Share Repurchases
- Global Industrial repurchased approximately 326,000 shares of its common stock at an aggregate purchase price of $9.3 million during the fourth quarter of 2025.
- Year-to-date in Q1 2026, the company repurchased an additional 14,400 shares, contributing to a total of $9.8 million in repurchases.
- Global Industrial has authorization to purchase an additional 1 million shares.
Outbound Investments
- In May 2023, Global Industrial acquired Indoff, an acquisition noted as dilutive to operating margins and shifting the company's focus.
- In the second quarter of 2025, the company completed a small acquisition for $4.3 million, which represents less than 1% of revenue and provides value-added services to a product line.
Capital Expenditures
- Capital expenditures for the full year 2025 were $3.1 million.
- For 2026, capital expenditures are projected to be in the range of $3 million to $4 million, primarily allocated for maintenance-related investments and equipment within the distribution network.
- Capital expenditures were $3.8 million in 2024 and $3.9 million in 2023.
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| 03272026 | ADP | Automatic Data Processing | 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 | 1.0% | 1.0% | 0.0% |
| 03272026 | HURN | Huron Consulting | 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 | 4.0% | 4.0% | 0.0% |
| 03272026 | TRU | TransUnion | 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 | 5.2% | 5.2% | 0.0% |
| 12312021 | GIC | Global Industrial | Insider | Insider Buys 45DStrong Insider BuyingCompanies with multiple insider buys in the last 45 days | -16.5% | -40.6% | -43.9% |
Research & Analysis
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Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 178.72 |
| Mkt Cap | 11.7 |
| Rev LTM | 6,477 |
| Op Inc LTM | 875 |
| FCF LTM | 337 |
| FCF 3Y Avg | 449 |
| CFO LTM | 395 |
| CFO 3Y Avg | 510 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 5.5% |
| Rev Chg 3Y Avg | 5.0% |
| Rev Chg Q | 9.4% |
| QoQ Delta Rev Chg LTM | 2.2% |
| Op Mgn LTM | 9.6% |
| Op Mgn 3Y Avg | 10.3% |
| QoQ Delta Op Mgn LTM | -0.0% |
| CFO/Rev LTM | 9.1% |
| CFO/Rev 3Y Avg | 9.9% |
| FCF/Rev LTM | 6.5% |
| FCF/Rev 3Y Avg | 8.1% |
Valuation
| Median | |
|---|---|
| Name | |
| Mkt Cap | 11.7 |
| P/S | 1.7 |
| P/EBIT | 17.8 |
| P/E | 24.6 |
| P/CFO | 23.5 |
| Total Yield | 4.3% |
| Dividend Yield | 0.5% |
| FCF Yield 3Y Avg | 5.2% |
| D/E | 0.1 |
| Net D/E | 0.0 |
Returns
| Median | |
|---|---|
| Name | |
| 1M Rtn | -2.5% |
| 3M Rtn | 8.9% |
| 6M Rtn | 2.0% |
| 12M Rtn | 29.9% |
| 3Y Rtn | 85.5% |
| 1M Excs Rtn | 1.3% |
| 3M Excs Rtn | 13.6% |
| 6M Excs Rtn | 4.4% |
| 12M Excs Rtn | 4.6% |
| 3Y Excs Rtn | 13.8% |
Price Behavior
| Market Price | $31.37 | |
| Market Cap ($ Bil) | 1.2 | |
| First Trading Date | 12/29/2006 | |
| Distance from 52W High | -16.9% | |
| 50 Days | 200 Days | |
| DMA Price | $31.45 | $31.16 |
| DMA Trend | up | up |
| Distance from DMA | -0.3% | 0.7% |
| 3M | 1YR | |
| Volatility | 27.7% | 43.7% |
| Downside Capture | 0.28 | 0.25 |
| Upside Capture | 113.94 | 72.32 |
| Correlation (SPY) | 51.9% | 27.8% |
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 1.20 | 1.28 | 1.19 | 0.77 | 0.69 | 0.81 |
| Up Beta | 1.08 | 1.35 | 1.68 | 1.66 | 0.76 | 0.85 |
| Down Beta | 1.49 | 1.89 | 1.65 | 1.17 | 0.74 | 0.68 |
| Up Capture | 128% | 151% | 119% | 15% | 63% | 59% |
| Bmk +ve Days | 7 | 16 | 27 | 65 | 139 | 424 |
| Stock +ve Days | 10 | 22 | 32 | 63 | 124 | 366 |
| Down Capture | 95% | 70% | 62% | 55% | 51% | 96% |
| Bmk -ve Days | 12 | 23 | 33 | 58 | 110 | 323 |
| Stock -ve Days | 12 | 20 | 31 | 62 | 126 | 375 |
[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 GIC | |
|---|---|---|---|---|
| GIC | 44.6% | 43.7% | 0.95 | - |
| Sector ETF (XLI) | 25.7% | 19.5% | 1.05 | 32.5% |
| Equity (SPY) | 16.1% | 19.0% | 0.67 | 29.6% |
| Gold (GLD) | 50.5% | 28.0% | 1.46 | -3.8% |
| Commodities (DBC) | 16.2% | 17.7% | 0.77 | -1.0% |
| Real Estate (VNQ) | 3.6% | 16.5% | 0.04 | 26.0% |
| Bitcoin (BTCUSD) | -21.5% | 44.0% | -0.42 | 18.8% |
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Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with GIC | |
|---|---|---|---|---|
| GIC | -1.9% | 40.1% | 0.07 | - |
| Sector ETF (XLI) | 12.4% | 17.2% | 0.56 | 45.8% |
| Equity (SPY) | 11.6% | 17.0% | 0.53 | 43.4% |
| Gold (GLD) | 21.7% | 17.8% | 1.00 | 1.4% |
| Commodities (DBC) | 11.6% | 18.8% | 0.51 | 9.5% |
| Real Estate (VNQ) | 3.3% | 18.8% | 0.08 | 37.3% |
| Bitcoin (BTCUSD) | 3.9% | 56.5% | 0.29 | 16.8% |
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Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with GIC | |
|---|---|---|---|---|
| GIC | 21.6% | 46.3% | 0.59 | - |
| Sector ETF (XLI) | 13.4% | 19.9% | 0.60 | 39.9% |
| Equity (SPY) | 14.0% | 17.9% | 0.67 | 39.6% |
| Gold (GLD) | 14.0% | 15.9% | 0.73 | -0.0% |
| Commodities (DBC) | 8.4% | 17.6% | 0.40 | 11.6% |
| Real Estate (VNQ) | 5.2% | 20.7% | 0.22 | 30.3% |
| Bitcoin (BTCUSD) | 66.2% | 66.8% | 1.06 | 13.9% |
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Returns Analyses
Earnings Returns History
Expand for More| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 2/24/2026 | 7.4% | 8.3% | 4.0% |
| 10/28/2025 | -18.1% | -20.3% | -17.8% |
| 7/29/2025 | 26.8% | 27.3% | 40.4% |
| 2/25/2025 | -0.4% | -6.0% | -4.1% |
| 10/29/2024 | -20.6% | -18.4% | -13.1% |
| 7/30/2024 | -2.6% | -9.5% | -6.5% |
| 2/29/2024 | -3.7% | 3.1% | 0.8% |
| 10/31/2023 | 10.2% | 11.0% | 12.1% |
| ... | |||
| SUMMARY STATS | |||
| # Positive | 9 | 11 | 9 |
| # Negative | 12 | 10 | 12 |
| Median Positive | 10.2% | 8.3% | 12.1% |
| Median Negative | -12.7% | -15.8% | -10.6% |
| Max Positive | 26.8% | 27.3% | 40.4% |
| Max Negative | -25.9% | -21.4% | -19.2% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 12/31/2025 | 02/27/2026 | 10-K |
| 09/30/2025 | 10/28/2025 | 10-Q |
| 06/30/2025 | 07/29/2025 | 10-Q |
| 03/31/2025 | 04/30/2025 | 10-Q |
| 12/31/2024 | 02/26/2025 | 10-K |
| 09/30/2024 | 10/30/2024 | 10-Q |
| 06/30/2024 | 07/30/2024 | 10-Q |
| 03/31/2024 | 04/30/2024 | 10-Q |
| 12/31/2023 | 03/12/2024 | 10-K |
| 09/30/2023 | 10/31/2023 | 10-Q |
| 06/30/2023 | 08/01/2023 | 10-Q |
| 03/31/2023 | 05/02/2023 | 10-Q |
| 12/31/2022 | 02/23/2023 | 10-K |
| 09/30/2022 | 11/01/2022 | 10-Q |
| 06/30/2022 | 08/02/2022 | 10-Q |
| 03/31/2022 | 05/06/2022 | 10-Q |
Insider Activity
Expand for More| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Axmacher, Thomas | VP & Controller | Direct | Sell | 9082025 | 37.50 | 9,255 | 347,062 | 300,900 | Form |
| 2 | Clark, Thomas Eugene | SVP & Chief Financial Officer | Direct | Sell | 8042025 | 33.27 | 10,000 | 332,674 | 2,327,055 | Form |
| 3 | Longhito, Christopher | Direct | Sell | 4012026 | 31.30 | 819 | 25,635 | 208,677 | Form | |
| 4 | Longhito, Christopher | Direct | Sell | 4012026 | 31.46 | 364 | 11,451 | 198,292 | Form | |
| 5 | Longhito, Christopher | Direct | Sell | 4012026 | 31.03 | 11,214 | 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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