HF Foods (HFFG)
Market Price (4/25/2026): $1.99 | Market Cap: $105.6 MilSector: Consumer Staples | Industry: Food Distributors
HF Foods (HFFG)
Market Price (4/25/2026): $1.99Market Cap: $105.6 MilSector: Consumer StaplesIndustry: Food Distributors
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
Valuation becoming less expensiveP/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is -29% Megatrend and thematic driversMegatrends include Health & Wellness Trends, Vegan & Alternative Foods, and E-commerce & DTC Adoption. Themes include Organic & Natural Products, Show more. | Weak multi-year price returns2Y Excs Rtn is -84%, 3Y Excs Rtn is -120% | Debt is significantNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 205% Yield minus risk free rate is negativeERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -41% Key risksHFFG key risks include [1] intense competition and weak restaurant traffic, Show more. |
| Valuation becoming less expensiveP/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is -29% |
| Megatrend and thematic driversMegatrends include Health & Wellness Trends, Vegan & Alternative Foods, and E-commerce & DTC Adoption. Themes include Organic & Natural Products, Show more. |
| Weak multi-year price returns2Y Excs Rtn is -84%, 3Y Excs Rtn is -120% |
| Debt is significantNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 205% |
| Yield minus risk free rate is negativeERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -41% |
| Key risksHFFG key risks include [1] intense competition and weak restaurant traffic, Show more. |
Qualitative Assessment
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HF Foods (HFFG) stock has lost about 10% since 12/31/2025 because of the following key factors:
1. Mixed Q4 2025 Earnings and Cautious 2026 Outlook.
HF Foods reported its Fourth Quarter and Full Year 2025 results on March 16, 2026, revealing a mixed performance that likely contributed to investor skepticism. While net revenue increased 2.2% year-over-year to $1.23 billion and adjusted EBITDA rose 6.9% to $45 million, the company reported a net loss of $38.8 million, albeit an improvement from $48.5 million in 2024. Critically, the reported EPS of $0.05 missed analysts' estimates of $0.10 by 50%, and revenue of $308.02 million slightly missed estimates of $308.37 million. Furthermore, management's outlook for 2026 projected only low single-digit growth for both revenue and adjusted EBITDA, indicating that the year would be similar to 2025. This conservative forecast, combined with the earnings miss, likely dampened investor confidence and limited upward stock movement.
2. Concerns Over Potential Dilution and High Leverage.
The stock's performance was also impacted by concerns regarding potential shareholder dilution and the company's elevated debt levels. An analyst report from April 10, 2026, highlighted a significant dilution risk stemming from a possible $100 million "at-the-market" (ATM) program, which could increase the number of outstanding shares if fully utilized. Additionally, the company's growth initiatives, including organic expansion and mergers and acquisitions, are constrained by high leverage, with a Debt/EBITDA ratio exceeding 4.5x. This financial leverage could limit the company's operational flexibility and appeal to investors seeking less risky propositions.
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1. Mixed Q4 2025 Earnings and Cautious 2026 Outlook.
HF Foods reported its Fourth Quarter and Full Year 2025 results on March 16, 2026, revealing a mixed performance that likely contributed to investor skepticism. While net revenue increased 2.2% year-over-year to $1.23 billion and adjusted EBITDA rose 6.9% to $45 million, the company reported a net loss of $38.8 million, albeit an improvement from $48.5 million in 2024. Critically, the reported EPS of $0.05 missed analysts' estimates of $0.10 by 50%, and revenue of $308.02 million slightly missed estimates of $308.37 million. Furthermore, management's outlook for 2026 projected only low single-digit growth for both revenue and adjusted EBITDA, indicating that the year would be similar to 2025. This conservative forecast, combined with the earnings miss, likely dampened investor confidence and limited upward stock movement.
2. Concerns Over Potential Dilution and High Leverage.
The stock's performance was also impacted by concerns regarding potential shareholder dilution and the company's elevated debt levels. An analyst report from April 10, 2026, highlighted a significant dilution risk stemming from a possible $100 million "at-the-market" (ATM) program, which could increase the number of outstanding shares if fully utilized. Additionally, the company's growth initiatives, including organic expansion and mergers and acquisitions, are constrained by high leverage, with a Debt/EBITDA ratio exceeding 4.5x. This financial leverage could limit the company's operational flexibility and appeal to investors seeking less risky propositions.
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Stock Movement Drivers
Fundamental Drivers
The -8.4% change in HFFG stock from 12/31/2025 to 4/24/2026 was primarily driven by a -8.6% change in the company's P/S Multiple.| (LTM values as of) | 12312025 | 4242026 | Change |
|---|---|---|---|
| Stock Price ($) | 2.15 | 1.97 | -8.4% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 1,226 | 1,228 | 0.2% |
| P/S Multiple | 0.1 | 0.1 | -8.6% |
| Shares Outstanding (Mil) | 53 | 53 | 0.0% |
| Cumulative Contribution | -8.4% |
Market Drivers
12/31/2025 to 4/24/2026| Return | Correlation | |
|---|---|---|
| HFFG | -8.4% | |
| Market (SPY) | 4.2% | 20.8% |
| Sector (XLP) | 7.1% | 1.8% |
Fundamental Drivers
The -28.6% change in HFFG stock from 9/30/2025 to 4/24/2026 was primarily driven by a -29.2% change in the company's P/S Multiple.| (LTM values as of) | 9302025 | 4242026 | Change |
|---|---|---|---|
| Stock Price ($) | 2.76 | 1.97 | -28.6% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 1,217 | 1,228 | 0.9% |
| P/S Multiple | 0.1 | 0.1 | -29.2% |
| Shares Outstanding (Mil) | 53 | 53 | -0.1% |
| Cumulative Contribution | -28.6% |
Market Drivers
9/30/2025 to 4/24/2026| Return | Correlation | |
|---|---|---|
| HFFG | -28.6% | |
| Market (SPY) | 7.0% | 21.2% |
| Sector (XLP) | 7.1% | 3.2% |
Fundamental Drivers
The -59.8% change in HFFG stock from 3/31/2025 to 4/24/2026 was primarily driven by a -60.4% change in the company's P/S Multiple.| (LTM values as of) | 3312025 | 4242026 | Change |
|---|---|---|---|
| Stock Price ($) | 4.90 | 1.97 | -59.8% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 1,202 | 1,228 | 2.2% |
| P/S Multiple | 0.2 | 0.1 | -60.4% |
| Shares Outstanding (Mil) | 53 | 53 | -0.6% |
| Cumulative Contribution | -59.8% |
Market Drivers
3/31/2025 to 4/24/2026| Return | Correlation | |
|---|---|---|
| HFFG | -59.8% | |
| Market (SPY) | 28.1% | 27.8% |
| Sector (XLP) | 4.1% | 15.1% |
Fundamental Drivers
The -49.7% change in HFFG stock from 3/31/2023 to 4/24/2026 was primarily driven by a -52.9% change in the company's P/S Multiple.| (LTM values as of) | 3312023 | 4242026 | Change |
|---|---|---|---|
| Stock Price ($) | 3.92 | 1.97 | -49.7% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 1,170 | 1,228 | 4.9% |
| P/S Multiple | 0.2 | 0.1 | -52.9% |
| Shares Outstanding (Mil) | 54 | 53 | 1.6% |
| Cumulative Contribution | -49.7% |
Market Drivers
3/31/2023 to 4/24/2026| Return | Correlation | |
|---|---|---|
| HFFG | -49.7% | |
| Market (SPY) | 79.8% | 30.1% |
| Sector (XLP) | 20.2% | 15.2% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| HFFG Return | 13% | -52% | 32% | -40% | -33% | -8% | -74% |
| Peers Return | 49% | 1% | -4% | 43% | 13% | 15% | 168% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 4% | 89% |
Monthly Win Rates [3] | |||||||
| HFFG Win Rate | 50% | 25% | 58% | 33% | 33% | 50% | |
| Peers Win Rate | 50% | 48% | 52% | 67% | 60% | 80% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 50% | |
Max Drawdowns [4] | |||||||
| HFFG Max Drawdown | -32% | -57% | -15% | -50% | -47% | -34% | |
| Peers Max Drawdown | -7% | -20% | -27% | -13% | -12% | -5% | |
| S&P 500 Max Drawdown | -1% | -25% | -1% | -2% | -15% | -7% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: SYY, USFD, PFGC, CHEF, UNFI.
[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 4/24/2026 (YTD)
How Low Can It Go
| Event | HFFG | S&P 500 |
|---|---|---|
| 2022 Inflation Shock | ||
| % Loss | -64.2% | -25.4% |
| % Gain to Breakeven | 179.2% | 34.1% |
| Time to Breakeven | Not Fully Recovered days | 464 days |
| 2020 Covid Pandemic | ||
| % Loss | -72.6% | -33.9% |
| % Gain to Breakeven | 265.1% | 51.3% |
| Time to Breakeven | Not Fully Recovered days | 148 days |
| 2018 Correction | ||
| % Loss | -52.7% | -19.8% |
| % Gain to Breakeven | 111.2% | 24.7% |
| Time to Breakeven | Not Fully Recovered days | 120 days |
Compare to SYY, USFD, PFGC, CHEF, UNFI
In The Past
HF Foods's stock fell -64.2% during the 2022 Inflation Shock from a high on 1/4/2022. A -64.2% loss requires a 179.2% gain to breakeven.
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About HF Foods (HFFG)
HF Foods Group Inc., through its subsidiaries, operates as a food service distributor to Asian restaurants located in the Southeastern, Pacific, and Mountain West regions of the United States. It distributes Asian specialty food items, meat and poultry products, seafood, fresh produce, packaging and other items, and commodities. The company also provides design and printing services, as well as logistic and food processing services. In addition, it is involved in real estate holding activities. The company is headquartered in City of Industry, California.
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Here are 1-3 brief analogies for HF Foods (HFFG):
- Sysco for Asian restaurants.
- A specialized US Foods serving the Asian restaurant market.
- Gordon Food Service, but focused exclusively on Asian cuisine and supplies.
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- Asian Specialty Food Items: Food products specifically catering to Asian cuisine distributed to restaurants.
- Meat and Poultry Products: Various meat and poultry items supplied to restaurants.
- Seafood: A range of seafood products distributed to restaurants.
- Fresh Produce: Fresh fruits and vegetables supplied to restaurants.
- Packaging and Other Items: Non-food supplies and packaging materials for restaurant operations.
- Commodities: Basic, unspecialized goods distributed by the company.
- Design and Printing Services: Services offered for design and printing needs.
- Logistic Services: Services related to the management and transportation of goods.
- Food Processing Services: Services involved in the preparation and processing of food items.
- Real Estate Holding Activities: The company's involvement in owning and managing real estate.
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HF Foods Group Inc. (HFFG) operates as a food service distributor primarily to other businesses, specifically Asian restaurants located in the Southeastern, Pacific, and Mountain West regions of the United States.
Based on the company's public filings, HF Foods serves a highly diversified customer base of approximately 24,000 customers, primarily independent Asian restaurants. No single customer accounts for a significant portion of the company's net sales (typically defined as over 1% or 10% for disclosure purposes). Therefore, HF Foods does not have "major customers" in the sense of large, identifiable companies that contribute a substantial percentage of its revenue, and no specific customer companies can be listed.
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Felix Lin, President and Chief Executive Officer Mr. Lin was appointed permanent Chief Executive Officer of HF Foods Group Inc. effective January 1, 2025, after serving as Interim CEO since October 2024. He previously held the roles of President since February 2024 and Chief Operating Officer since May 2022. Mr. Lin also served as Interim Chief Financial Officer twice, from May to August 2022 and again from February to May 2024, and was an independent director of the company from November 2019 to April 2022. Prior to joining HF Foods, Mr. Lin held various leadership positions at Blue Bird Corporation, a leading North American school bus manufacturer, including Vice President and Senior Strategy Officer, where he oversaw human resources, corporate and operations training, government relations, compliance, and strategy. Earlier in his career, he was a key member of Blue Bird Corporation's China and Middle East business development team under Cerberus Capital Management, LLP. Paul McGarry, Chief Financial Officer Mr. McGarry is a senior finance executive with extensive public-company experience in controllership, treasury, funding, budgeting/forecasting, SEC reporting, and SOX compliance. He currently oversees enterprise finance, strengthens internal controls, and supports capital markets and M&A execution at HF Foods Group. Previously, Mr. McGarry served as Interim CFO and Corporate Controller at American Battery Technology Company. He also held the position of Senior Vice President, Finance & Chief Accounting Officer at Rockwell Medical, where he led SEC reporting, audit, controllership, strategic planning, and was involved in negotiating pricing agreements, acquisitions, financings, and product launches. Christine Chang, Chief Compliance Officer and General Counsel Ms. Chang’s background includes extensive experience in strategic litigation and compliance advice and counsel within the hospitality industry. She previously served as VP and Chief Counsel, Litigation at Caesars until 2020, and subsequently as VP Legal Affairs – Labor Relations and Litigation at Boyd Gaming. Jason White, Senior Vice President, People and Technology Mr. White joined HF Foods in 2022 as Head of Information Technology, bringing over 20 years of experience across various industries, including manufacturing, defense, and financial services. At HF Foods, he has spearheaded initiatives to enhance the company's technical capabilities and leads transformational initiatives to improve organizational efficiency. Paul Guan, Vice President, Distribution Center Operations Mr. Guan is responsible for Distribution Center Operations.AI Analysis | Feedback
The key risks to HF Foods (HFFG) include significant past issues related to financial misconduct and a challenging operating environment marked by weak restaurant traffic and macroeconomic pressures. Here are the key risks to the business:- Allegations of Fraudulent Conduct and Material Weaknesses in Financial Reporting: HF Foods has faced serious allegations and charges related to fraudulent conduct, including materially false and misleading disclosures and misappropriation of funds by former executives. The SEC announced settled charges in June 2024, finding that from August 2018 through 2020, the former Chairman and CEO, along with the former CFO, misappropriated approximately $3.4 million for personal benefit, including luxury vehicles. They were also found to have created a fictitious line of credit to conceal liabilities. Previous reports in 2020 by Hindenburg Research and Watchdog Research highlighted similar concerns regarding undisclosed related-party transactions, shareholder cash used for supercars, and recurring material weaknesses in financial reporting for fiscal years 2018 and 2019. This history of financial impropriety and control deficiencies poses a significant risk to investor confidence, regulatory standing, and the overall integrity of the company's financial operations.
- Weak Restaurant Traffic and Macroeconomic Headwinds: The company's performance is significantly impacted by external macroeconomic factors, particularly weak restaurant traffic and ongoing tariff pressures. HF Foods continues to struggle with these issues, which limit its ability to improve financial performance. The company has noted a "challenging external environment that includes potential tariff-related cost increases" in various business categories. Furthermore, rising protein costs, new tariffs, and changes in immigration policy threaten customer demand and margins. The foodservice distribution industry, in general, is characterized by low margins, making it highly susceptible to inflation or deflation that can affect product and operational costs and, consequently, profitability.
- Operational Challenges and Debt Levels: HF Foods faces various operational risks that could impede its efficiency and profitability. These include a potential shortage of qualified labor, which could negatively impact operations and earnings. The company is also exposed to supply chain disruptions caused by geopolitical events, natural disasters, or pandemics. Moreover, HF Foods' growth strategy, which heavily relies on acquisitions, carries integration and financing risks. Financially, the company has concerning debt levels and generates unstable cash flow, with a Debt/EBITDA ratio of 4.3x, making it vulnerable to payment terms and rising interest rates. The company has also recorded significant goodwill impairment charges that have negatively affected its financial results.
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The emergence and rapid growth of digital-first B2B food service marketplaces and direct-to-restaurant platforms poses a clear emerging threat to HF Foods Group. These technology-driven platforms aim to streamline the food supply chain by connecting restaurants directly with a broad range of suppliers, often bypassing traditional distributors like HFFG. By leveraging online ordering, transparent pricing, and optimized logistics, these platforms can offer enhanced convenience, competitive pricing, and potentially fresher products, thereby challenging HFFG's established distribution model and potentially eroding its market share and margins.AI Analysis | Feedback
Here are the addressable market sizes for HF Foods' main products and services in the United States:U.S. Foodservice Distribution Industry:
- The U.S. foodservice distribution industry recorded sales of $382 billion in 2022.
U.S. Asian Food Market:
- The U.S. Asian food market size is valued at approximately US$ 38.1 billion in 2025 and is projected to reach US$ 52.5 billion by 2032. This market encompasses various formats, including restaurants.
U.S. Specialty Food Market:
- The overall U.S. specialty food market, which includes sales across retail, foodservice, and e-commerce channels, grew to $206.8 billion in 2023. The foodservice segment within the specialty food market experienced an 11.3 percent increase in sales.
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Here are the expected drivers of future revenue growth for HF Foods (HFFG) over the next 2-3 years:
- Organic Growth through Volume and Pricing: HF Foods anticipates revenue growth driven by increased sales volumes and improved pricing strategies, particularly within its existing customer base and across key product categories such as meat, poultry, and seafood. The company has targeted $200 million to $300 million in organic growth opportunities over the next three to five years, primarily within existing accounts.
- Strategic Acquisitions and Market Expansion: The company plans to expand its geographic reach and enhance its product capabilities through strategic "tuck-in acquisitions" in the Asian specialty foodservice market. Recent acquisitions in regions like Illinois, Texas, and Virginia have already expanded the company's market presence, especially in the seafood category, aiming to access new customers and achieve operational synergies.
- Expansion of Distribution and Warehouse Capacity: HF Foods is making strategic investments in facility enhancements, including warehouse expansions and renovations in locations such as Charlotte, North Carolina, Chicago, Illinois, and Atlanta, Georgia. These capacity gains are expected to support an increased range of fresh food products and drive higher revenue growth.
- Capitalizing on Growing Demand for Asian American Cuisine: A core part of HF Foods' strategy is to leverage the increasing demand for Asian American cuisine by expanding its agile distribution network and strengthening relationships with growers and suppliers.
- Growth in Wholesale and Retail Specialty Food Markets: The company is actively pursuing opportunities in the underserved wholesale specialty food market and expanding its wholesale and retail channels. This strategic focus is expected to continue benefiting the business through increased volumes.
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```htmlShare Issuance
- HF Foods Group's number of outstanding shares was 51.91 million in 2021, increased to 53.81 million in 2022, and then slightly decreased to 52.73 million in 2024 before rising to 53.03 million in 2025.
- In September 2025, the company announced the authorization of a $100 million at-the-market equity offering program, allowing it to sell shares of common stock.
- Proceeds from this at-the-market program are intended to be used for general corporate purposes, including working capital, capital expenditures, acquisitions, or business expansion.
Outbound Investments
- In September 2025, HF Foods Group entered into a binding purchase agreement for a distribution facility in Chicago, Illinois, which it had previously leased following its acquisition of Great Wall Seafood in 2022.
- This acquisition is part of the company's transformation plan aimed at improving operational efficiency, reducing facility costs, and strengthening organic growth.
Capital Expenditures
- Capital expenditures were approximately $2.21 million in 2021, $6.29 million in 2022, $3.51 million in 2023, and $12.55 million in 2024.
- For the twelve months ending September 30, 2025, capital expenditures totaled approximately $13.13 million.
- HF Foods Group plans to continue investing in its distribution network, including potentially leveraging its at-the-market equity offering program to fund capital expenditures for expansion and strategic acquisitions.
Latest Trefis Analyses
| Title | Date | |
|---|---|---|
| DASHBOARDS | ||
| HF Foods Earnings Notes | 12/16/2025 | |
| Would You Still Hold HF Foods Stock If It Fell Another 30%? | 10/17/2025 |
| Title | |
|---|---|
| ARTICLES |
Trade Ideas
Select ideas related to HFFG.
| Date | Ticker | Company | Category | Trade Strategy | 6M Fwd Rtn | 12M Fwd Rtn | 12M Max DD |
|---|---|---|---|---|---|---|---|
| 03272026 | MZTI | Marzetti | 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 | 0.9% | 0.9% | 0.0% |
| 03272026 | TAP | Molson Coors Beverage | 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 | -0.8% | -0.8% | -1.1% |
| 03202026 | KHC | Kraft Heinz | 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 | 4.3% | 4.3% | -1.7% |
| 03202026 | KMB | Kimberly-Clark | 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 | -1.8% | -1.8% | -1.9% |
| 03202026 | MKC | McCormick | Dip Buy | DB | P/E OPMDip Buy with Low PE and High MarginBuying dips for companies with tame PE and meaningfully high operating margin | -5.2% | -5.2% | -5.2% |
Research & Analysis
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Wealth Management
Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 71.02 |
| Mkt Cap | 8.5 |
| Rev LTM | 35,483 |
| Op Inc LTM | 514 |
| FCF LTM | 593 |
| FCF 3Y Avg | 415 |
| CFO LTM | 933 |
| CFO 3Y Avg | 760 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 3.3% |
| Rev Chg 3Y Avg | 4.5% |
| Rev Chg Q | 3.1% |
| QoQ Delta Rev Chg LTM | 0.8% |
| Op Inc Chg LTM | 7.8% |
| Op Inc Chg 3Y Avg | 19.4% |
| Op Mgn LTM | 2.2% |
| Op Mgn 3Y Avg | 2.2% |
| QoQ Delta Op Mgn LTM | 0.0% |
| CFO/Rev LTM | 2.6% |
| CFO/Rev 3Y Avg | 2.4% |
| FCF/Rev LTM | 1.7% |
| FCF/Rev 3Y Avg | 1.4% |
Valuation
| Median | |
|---|---|
| Name | |
| Mkt Cap | 8.5 |
| P/S | 0.3 |
| P/Op Inc | 16.7 |
| P/EBIT | 16.7 |
| P/E | 25.5 |
| P/CFO | 12.5 |
| Total Yield | 2.7% |
| Dividend Yield | 0.0% |
| FCF Yield 3Y Avg | 5.3% |
| D/E | 0.5 |
| Net D/E | 0.5 |
Returns
| Median | |
|---|---|
| Name | |
| 1M Rtn | 6.5% |
| 3M Rtn | 1.8% |
| 6M Rtn | 6.1% |
| 12M Rtn | 18.0% |
| 3Y Rtn | 66.8% |
| 1M Excs Rtn | -2.2% |
| 3M Excs Rtn | -1.8% |
| 6M Excs Rtn | -2.8% |
| 12M Excs Rtn | -16.0% |
| 3Y Excs Rtn | -7.3% |
Price Behavior
Price Behavior
| Market Price | $1.97 | |
| Market Cap ($ Bil) | 0.1 | |
| First Trading Date | 09/07/2017 | |
| Distance from 52W High | -54.7% | |
| 50 Days | 200 Days | |
| DMA Price | $1.91 | $2.45 |
| DMA Trend | down | down |
| Distance from DMA | 3.4% | -19.7% |
| 3M | 1YR | |
| Volatility | 77.0% | 62.3% |
| Downside Capture | 0.74 | 0.90 |
| Upside Capture | 59.16 | 33.43 |
| Correlation (SPY) | 20.1% | 19.0% |
HFFG Betas & Captures as of 3/31/2026
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | -1.78 | 0.51 | 0.59 | 0.74 | 0.91 | 1.26 |
| Up Beta | 2.91 | 4.78 | 3.92 | 2.16 | 0.86 | 1.46 |
| Down Beta | -0.80 | 0.07 | -0.65 | -0.10 | 1.03 | 1.26 |
| Up Capture | -488% | -48% | 6% | 15% | 17% | 64% |
| Bmk +ve Days | 7 | 16 | 27 | 65 | 139 | 424 |
| Stock +ve Days | 12 | 21 | 29 | 54 | 103 | 324 |
| Down Capture | -92% | 23% | 92% | 123% | 125% | 108% |
| Bmk -ve Days | 12 | 23 | 33 | 58 | 110 | 323 |
| Stock -ve Days | 9 | 20 | 30 | 63 | 134 | 385 |
[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 HFFG | |
|---|---|---|---|---|
| HFFG | -48.9% | 62.3% | -0.84 | - |
| Sector ETF (XLP) | 4.0% | 12.5% | 0.04 | 8.3% |
| Equity (SPY) | 34.0% | 12.6% | 2.05 | 19.3% |
| Gold (GLD) | 42.9% | 27.2% | 1.29 | 8.1% |
| Commodities (DBC) | 46.4% | 18.0% | 1.97 | -3.3% |
| Real Estate (VNQ) | 14.2% | 13.3% | 0.74 | 13.3% |
| Bitcoin (BTCUSD) | -16.6% | 42.1% | -0.32 | 22.7% |
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Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with HFFG | |
|---|---|---|---|---|
| HFFG | -21.9% | 62.7% | -0.15 | - |
| Sector ETF (XLP) | 6.3% | 13.2% | 0.26 | 18.3% |
| Equity (SPY) | 12.7% | 17.1% | 0.58 | 32.2% |
| Gold (GLD) | 21.2% | 17.8% | 0.97 | 5.8% |
| Commodities (DBC) | 14.5% | 19.1% | 0.62 | 6.4% |
| Real Estate (VNQ) | 3.7% | 18.8% | 0.10 | 27.7% |
| Bitcoin (BTCUSD) | 7.0% | 56.3% | 0.34 | 16.7% |
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Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with HFFG | |
|---|---|---|---|---|
| HFFG | -14.7% | 68.8% | 0.03 | - |
| Sector ETF (XLP) | 7.4% | 14.7% | 0.37 | 18.6% |
| Equity (SPY) | 14.9% | 17.9% | 0.71 | 28.9% |
| Gold (GLD) | 13.9% | 15.9% | 0.73 | 3.9% |
| Commodities (DBC) | 10.1% | 17.8% | 0.47 | 8.7% |
| Real Estate (VNQ) | 5.4% | 20.7% | 0.23 | 27.1% |
| Bitcoin (BTCUSD) | 68.3% | 66.9% | 1.07 | 15.4% |
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Returns Analyses
Earnings Returns History
Expand for More| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 3/16/2026 | -13.2% | -13.7% | 1.5% |
| 11/10/2025 | -4.7% | -5.6% | 12.8% |
| 8/11/2025 | 9.2% | 21.6% | 1.6% |
| 3/13/2025 | 29.4% | 108.8% | 123.5% |
| 11/12/2024 | -1.4% | -0.3% | 11.2% |
| 8/6/2024 | 3.3% | 6.7% | 8.7% |
| 3/14/2024 | -1.2% | -2.6% | -7.6% |
| 11/9/2023 | 1.9% | 7.2% | 17.5% |
| ... | |||
| SUMMARY STATS | |||
| # Positive | 4 | 4 | 7 |
| # Negative | 6 | 6 | 3 |
| Median Positive | 6.3% | 14.4% | 11.2% |
| Median Negative | -2.8% | -4.1% | -7.6% |
| Max Positive | 29.4% | 108.8% | 123.5% |
| Max Negative | -13.2% | -13.7% | -16.5% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 12/31/2025 | 03/16/2026 | 10-K |
| 09/30/2025 | 11/10/2025 | 10-Q |
| 06/30/2025 | 08/11/2025 | 10-Q |
| 03/31/2025 | 05/12/2025 | 10-Q |
| 12/31/2024 | 03/17/2025 | 10-K |
| 09/30/2024 | 11/12/2024 | 10-Q |
| 06/30/2024 | 08/09/2024 | 10-Q |
| 03/31/2024 | 05/10/2024 | 10-Q |
| 12/31/2023 | 03/26/2024 | 10-K |
| 09/30/2023 | 11/09/2023 | 10-Q |
| 06/30/2023 | 08/09/2023 | 10-Q |
| 03/31/2023 | 05/10/2023 | 10-Q |
| 12/31/2022 | 03/31/2023 | 10-K |
| 09/30/2022 | 01/31/2023 | 10-Q |
| 06/30/2022 | 01/31/2023 | 10-Q |
| 03/31/2022 | 01/31/2023 | 10-Q |
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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