Henry Schein (HSIC)
Market Price (12/25/2025): $76.22 | Market Cap: $9.2 BilSector: Health Care | Industry: Health Care Distributors
Henry Schein (HSIC)
Market Price (12/25/2025): $76.22Market Cap: $9.2 BilSector: Health CareIndustry: Health Care Distributors
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
| Low stock price volatilityVol 12M is 28% | Weak multi-year price returns2Y Excs Rtn is -44%, 3Y Excs Rtn is -87% | Weak revenue growthRev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is 0.9% |
| Megatrend and thematic driversMegatrends include Digital Health & Telemedicine, and Biotechnology & Genomics. Themes include Telehealth Platforms, Health Data Analytics, Show more. | Key risksHSIC key risks include [1] decreased sales from the lingering effects of a significant cyberattack and [2] weakened demand and loss of treatment exclusivity in its key dental segment. |
| Low stock price volatilityVol 12M is 28% |
| Megatrend and thematic driversMegatrends include Digital Health & Telemedicine, and Biotechnology & Genomics. Themes include Telehealth Platforms, Health Data Analytics, Show more. |
| Weak multi-year price returns2Y Excs Rtn is -44%, 3Y Excs Rtn is -87% |
| Weak revenue growthRev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is 0.9% |
| Key risksHSIC key risks include [1] decreased sales from the lingering effects of a significant cyberattack and [2] weakened demand and loss of treatment exclusivity in its key dental segment. |
Why The Stock Moved
Qualitative Assessment
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Henry Schein (HSIC) experienced an approximate 9.5% stock price increase from August 31, 2025, to December 25, 2025, driven by several key factors: 1. Strong Third Quarter 2025 Financial Results and Raised Full-Year Guidance. The company reported record third-quarter 2025 financial results on November 4, 2025, with non-GAAP diluted EPS of $1.38, exceeding analyst estimates of $1.30. Following this strong performance, Henry Schein raised its full-year 2025 non-GAAP diluted EPS guidance to $4.88-$4.96 and its total sales growth guidance to 3-4% over 2024. This positive earnings report and outlook led to an approximately 7% surge in the stock in pre-market trading.2. Announcement of Significant Value Creation Initiatives. Henry Schein outlined value creation initiatives in November 2025, expected to generate over $200 million in operating income improvement over the next few years. This strategic plan signals future profitability and operational efficiency, contributing to investor confidence.
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Stock Movement Drivers
Fundamental Drivers
The 12.5% change in HSIC stock from 9/24/2025 to 12/24/2025 was primarily driven by a 10.3% change in the company's P/E Multiple.| 9242025 | 12242025 | Change | |
|---|---|---|---|
| Stock Price ($) | 67.75 | 76.19 | 12.46% |
| Change Contribution By | LTM | LTM | |
| Total Revenues ($ Mil) | 12773.00 | 12938.00 | 1.29% |
| Net Income Margin (%) | 3.05% | 3.02% | -0.77% |
| P/E Multiple | 21.24 | 23.42 | 10.30% |
| Shares Outstanding (Mil) | 121.93 | 120.20 | 1.42% |
| Cumulative Contribution | 12.43% |
Market Drivers
9/24/2025 to 12/24/2025| Return | Correlation | |
|---|---|---|
| HSIC | 12.5% | |
| Market (SPY) | 4.4% | 9.7% |
| Sector (XLV) | 14.2% | 33.9% |
Fundamental Drivers
The 4.7% change in HSIC stock from 6/25/2025 to 12/24/2025 was primarily driven by a 5.8% change in the company's P/E Multiple.| 6252025 | 12242025 | Change | |
|---|---|---|---|
| Stock Price ($) | 72.79 | 76.19 | 4.67% |
| Change Contribution By | LTM | LTM | |
| Total Revenues ($ Mil) | 12669.00 | 12938.00 | 2.12% |
| Net Income Margin (%) | 3.21% | 3.02% | -5.93% |
| P/E Multiple | 22.14 | 23.42 | 5.81% |
| Shares Outstanding (Mil) | 123.78 | 120.20 | 2.89% |
| Cumulative Contribution | 4.58% |
Market Drivers
6/25/2025 to 12/24/2025| Return | Correlation | |
|---|---|---|
| HSIC | 4.7% | |
| Market (SPY) | 14.0% | 19.5% |
| Sector (XLV) | 16.9% | 42.4% |
Fundamental Drivers
The 8.8% change in HSIC stock from 12/24/2024 to 12/24/2025 was primarily driven by a 20.3% change in the company's Net Income Margin (%).| 12242024 | 12242025 | Change | |
|---|---|---|---|
| Stock Price ($) | 70.01 | 76.19 | 8.83% |
| Change Contribution By | LTM | LTM | |
| Total Revenues ($ Mil) | 12499.00 | 12938.00 | 3.51% |
| Net Income Margin (%) | 2.51% | 3.02% | 20.30% |
| P/E Multiple | 28.12 | 23.42 | -16.71% |
| Shares Outstanding (Mil) | 126.12 | 120.20 | 4.70% |
| Cumulative Contribution | 8.59% |
Market Drivers
12/24/2024 to 12/24/2025| Return | Correlation | |
|---|---|---|
| HSIC | 8.8% | |
| Market (SPY) | 15.8% | 38.3% |
| Sector (XLV) | 13.3% | 44.5% |
Fundamental Drivers
The -5.5% change in HSIC stock from 12/25/2022 to 12/24/2025 was primarily driven by a -40.3% change in the company's Net Income Margin (%).| 12252022 | 12242025 | Change | |
|---|---|---|---|
| Stock Price ($) | 80.64 | 76.19 | -5.52% |
| Change Contribution By | LTM | LTM | |
| Total Revenues ($ Mil) | 12607.00 | 12938.00 | 2.63% |
| Net Income Margin (%) | 5.06% | 3.02% | -40.28% |
| P/E Multiple | 17.14 | 23.42 | 36.65% |
| Shares Outstanding (Mil) | 135.61 | 120.20 | 11.36% |
| Cumulative Contribution | -6.74% |
Market Drivers
12/25/2023 to 12/24/2025| Return | Correlation | |
|---|---|---|
| HSIC | 1.7% | |
| Market (SPY) | 48.9% | 33.4% |
| Sector (XLV) | 18.8% | 38.4% |
Price Returns Compared
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| HSIC Return | 0% | 16% | 3% | -5% | -9% | 11% | 15% |
| Peers Return | 123% | 31% | -46% | 10% | -29% | -13% | 7% |
| S&P 500 Return | 16% | 27% | -19% | 24% | 23% | 18% | 115% |
Monthly Win Rates [3] | |||||||
| HSIC Win Rate | 58% | 58% | 50% | 42% | 42% | 50% | |
| Peers Win Rate | 72% | 53% | 37% | 52% | 42% | 43% | |
| S&P 500 Win Rate | 58% | 75% | 42% | 67% | 75% | 73% | |
Max Drawdowns [4] | |||||||
| HSIC Max Drawdown | -35% | -8% | -15% | -23% | -16% | -10% | |
| Peers Max Drawdown | -41% | -6% | -54% | -21% | -36% | -41% | |
| S&P 500 Max Drawdown | -31% | -1% | -25% | -1% | -2% | -15% | |
[1] Cumulative total returns since the beginning of 2020
[2] Peers: XRAY, NVST, ALGN, IDXX, OMI. See HSIC 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 | HSIC | S&P 500 |
|---|---|---|
| 2022 Inflation Shock | ||
| % Loss | -32.7% | -25.4% |
| % Gain to Breakeven | 48.6% | 34.1% |
| Time to Breakeven | Not Fully Recovered days | 464 days |
| 2020 Covid Pandemic | ||
| % Loss | -41.4% | -33.9% |
| % Gain to Breakeven | 70.7% | 51.3% |
| Time to Breakeven | 295 days | 148 days |
| 2018 Correction | ||
| % Loss | -32.0% | -19.8% |
| % Gain to Breakeven | 47.0% | 24.7% |
| Time to Breakeven | 720 days | 120 days |
| 2008 Global Financial Crisis | ||
| % Loss | -47.8% | -56.8% |
| % Gain to Breakeven | 91.5% | 131.3% |
| Time to Breakeven | 764 days | 1,480 days |
Compare to MCK, CAH, ALGN, COR, HSIC
In The Past
Henry Schein's stock fell -32.7% during the 2022 Inflation Shock from a high on 4/13/2022. A -32.7% loss requires a 48.6% gain to breakeven.
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```html- Amazon for dental and medical practices.
- Grainger for healthcare supplies.
- Sysco for dental and medical offices.
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- Dental Products: Distributes a comprehensive range of consumables, small equipment, and large equipment for dental practices worldwide.
- Dental Services: Provides practice management software, technical equipment repair, financial services, and digital dentistry solutions to dental professionals.
- Animal Health Products: Supplies pharmaceuticals, vaccines, diagnostic tests, and medical supplies for veterinary clinics and animal hospitals.
- Animal Health Services: Offers practice management software, business solutions, and technical support to veterinary practices.
- Medical Products: Provides medical-surgical supplies, vaccines, and pharmaceuticals to physician offices and outpatient clinics.
- Medical Services: Delivers practice management software and business services tailored for medical practitioners.
AI Analysis | Feedback
Henry Schein (symbol: HSIC) primarily sells to other companies and organizations, making it a business-to-business (B2B) model.
Due to the highly fragmented nature of the healthcare provider market that Henry Schein serves (with over 1 million customers globally), the company does not have a small number of individually named "major customer companies" that account for a significant portion of its revenue in the traditional sense. Instead, its major customers are broadly categorized by the types of healthcare businesses and institutions it serves.
The primary categories of customers that Henry Schein serves include:
- Dental Practices/Offices: This includes general dentists, orthodontists, oral surgeons, and other dental specialists.
- Medical Practices/Offices: Encompassing physicians' offices, specialty clinics, and other outpatient medical facilities.
- Laboratories: Both dental laboratories and medical diagnostic laboratories.
- Government and Institutional Healthcare Clinics: Such as hospitals, community health centers, and other government-managed healthcare facilities.
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Stanley M. Bergman, Chairman of the Board and Chief Executive Officer
Stanley M. Bergman has served as Chairman of the Board and Chief Executive Officer of Henry Schein, Inc. since 1989, having joined the Company in 1980. He is a South African Chartered Accountant and a New York State Certified Public Accountant (CPA).
Ronald N. South, Senior Vice President and Chief Financial Officer
Ronald N. South was appointed Senior Vice President and Chief Financial Officer of Henry Schein, Inc. in April 2022. He joined the Company in 2008 as Vice President, Corporate Finance and Chief Accounting Officer. Prior to Henry Schein, Mr. South held various leadership roles at Bristol-Myers Squibb, including Vice President of Finance for Cardiovascular and Metabolic business lines, Vice President, Controller for the U.S. Pharmaceutical Division, and Vice President, Corporate General Auditor. He also served as Director-Corporate Audit at Pepsi-Cola Newburgh Bottling Co., Inc. and Vice President-Finance at Bristol-Myers Squibb Pharma Research Labs LLC.
Michael S. Ettinger, Executive Vice President and Chief Operating Officer
Michael S. Ettinger has been Executive Vice President and Chief Operating Officer of Henry Schein, Inc. since 2022, after joining the Company in 1994. His previous roles at Henry Schein include Senior Vice President, Corporate & Legal Affairs and Chief of Staff, Secretary (2015-2022), and prior to that, various positions including Corporate Senior Vice President, General Counsel & Secretary.
Mark E. Mlotek, Executive Vice President and Chief Strategic Officer
Mark E. Mlotek has served as Executive Vice President and Chief Strategic Officer since 2012, and has been with Henry Schein, Inc. since 1994. He previously held positions as Senior Vice President and Executive Vice President of the Corporate Business Development Group, and Vice President, General Counsel and Secretary. Before joining Henry Schein, Mr. Mlotek was a partner in Proskauer Rose from 1989 to 1994.
Andrea Albertini, Chief Executive Officer, Global Distribution and Technology
Andrea Albertini is the Chief Executive Officer, Global Distribution and Technology. He served as CEO, International Distribution Group from February 2023 to January 2025 and President, International Distribution Group from 2021 to February 2023. Before joining Henry Schein, he held leadership positions at Cefla and Castellini, both prominent global manufacturers of dental and medical equipment and instruments. He brings over 20 years of experience in the healthcare industry.
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The key risks to Henry Schein's business (HSIC) are primarily cybersecurity incidents, macroeconomic challenges, and a difficult competitive landscape with weakened demand in dental markets.
- Cybersecurity Incidents: Henry Schein has been significantly impacted by cyberattacks, notably a ransomware attack in October 2023 that disrupted its manufacturing and distribution businesses in North America and Europe. The lingering effects of these incidents have led to decreased sales, particularly to episodic customers, and have caused the company to lower its annual profit and sales forecasts. The healthcare industry is a frequent target for such attacks, making it a persistent and evolving risk for Henry Schein.
- Macroeconomic Challenges: The company's financial operations are facing headwinds from global economic uncertainties. These include adverse impacts from exchange rate fluctuations and escalating costs and expenses. Sustained macroeconomic pressure could make it difficult for Henry Schein to manage its cost of revenues and operating expenses effectively. For instance, increased selling, general, and administrative expenses have been noted, partly due to recent acquisitions and lower sales.
- Competitive Landscape and Weakened Dental Market Demand: Henry Schein operates in a tough competitive environment. Furthermore, weakened demand in dental markets has impacted its revenue. Factors such as tighter customer budgets and the loss of treatment exclusivity have contributed to a drop in sales in the dental segment, which is a critical part of the company's business.
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Addressable Markets for Henry Schein's Main Products and Services
Henry Schein, Inc. (HSIC) operates as a global distributor of healthcare products and services, primarily catering to dental and medical professionals. The company's main offerings include dental supplies, equipment, pharmaceuticals, vaccines, and surgical products, along with technology and value-added services such as practice management software and financial services. Here are the addressable market sizes for their main product and service categories:Dental Market
The global dental market, which encompasses dental consumables, equipment, and other related products, was valued at approximately USD 39.66 billion in 2024. This market is projected to grow significantly, reaching an estimated USD 121.22 billion by 2034, with a compound annual growth rate (CAGR) of 11.82% from 2025 to 2034.
In North America, the dental market size was approximately USD 14.79 billion in 2024. Specifically, the U.S. dental market was valued at about USD 11.60 billion in 2024 and is anticipated to reach around USD 36.15 billion by 2034, demonstrating a CAGR of 12.02% from 2025 to 2034.
Healthcare Distribution Market (Medical Products and Services)
Henry Schein's medical segment is part of the broader healthcare distribution market, which includes the distribution of pharmaceuticals, medical devices, equipment, and supplies. The global healthcare distribution market is estimated to be approximately USD 1.19 trillion in 2025 and is projected to reach around USD 2.20 trillion by 2034, growing at a CAGR of 7.08% from 2025 to 2034.
For North America, the healthcare distribution market size surpassed USD 480 billion in 2024. The U.S. healthcare distribution market was valued at USD 330 billion in 2024 and is expected to reach approximately USD 670 billion by 2034, with a CAGR of 7.34% from 2025 to 2034.
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Henry Schein, Inc. (HSIC) is expected to drive future revenue growth over the next two to three years through several strategic initiatives and market dynamics:
- Execution of the BOLD+1 Strategic Plan and Value Creation Initiatives: Henry Schein's BOLD+1 Strategic Plan is a core driver, aiming to accelerate growth and expand margins by focusing on high-growth, high-margin businesses and enhancing digital capabilities. This strategy is anticipated to deliver over $200 million in operating income improvement over the coming years through initiatives like centralizing support services, optimizing indirect procurement, and automating processes.
- Growth in Digital Solutions and Technology: The company's Global Technology Group has shown remarkable sales growth, significantly driven by a substantial increase in customers for cloud-based practice management solutions. Henry Schein is strategically investing in artificial intelligence (AI) and digital solutions, including the phased rollout of a new global eCommerce platform, which is expected to further accelerate recurring Software-as-a-Service (SaaS) revenue and client retention.
- Strategic Acquisitions, Particularly in the Home Medical Supplies Market: Henry Schein is actively expanding its reach through strategic acquisitions, notably in the home medical supplies market. The January 2025 acquisition of Acentus, a specialist in Continuous Glucose Monitors, highlights this focus, projected to increase the annual revenue in this segment to over $350 million. This follows previous strategic investments in homecare, reinforcing a sustained commitment to this growing market.
- Market Share Gains in Distribution Businesses: Following the resolution of a cyber incident, Henry Schein has reported accelerating sales growth across all reportable segments, including solid market share gains in its distribution businesses. This renewed focus on driving growth in its core distribution segments is a significant contributor to the company's overall revenue trajectory.
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Share Repurchases
- Henry Schein repurchased approximately 3.3 million shares of common stock for a total of $229 million during the third quarter of 2025.
- As of the end of the third quarter of 2025, the company had $980 million authorized and available for future share repurchases, including a $750 million increase authorized by the Board of Directors in September 2025.
- During the second quarter of 2025, the company repurchased approximately 3.7 million shares for $259 million, which included $223 million under a previously announced Accelerated Stock Repurchase (ASR) plan.
Share Issuance
- In January 2025, Henry Schein issued new shares of common stock to funds affiliated with KKR for a strategic investment of $250 million.
Inbound Investments
- KKR made a $250 million strategic investment in Henry Schein's common stock, which was completed in May 2025, resulting in KKR holding approximately 12% of the common shares.
- The agreement provides KKR with the right to increase its ownership up to 19.9% through open market purchases.
- As part of the investment, two KKR representatives joined Henry Schein's Board of Directors to collaborate on value creation opportunities, strategic growth, operational excellence, and capital allocation.
Outbound Investments
- Henry Schein completed the acquisition of Acentus, a distributor of continuous glucose monitors, in November 2024.
- Other recent acquisitions include abc dental in July 2024 and TriMed in December 2023.
- The company's acquisition strategy is characterized by bolt-on transactions, often with privately held companies, to expand high-growth software, specialty, and services businesses.
Capital Expenditures
- Capital allocation priorities include driving organic growth, expanding operating margins, focusing on operational efficiency, and digital commerce.
- Strategic investments are being made in cloud-based platforms and AI solutions to accelerate recurring Software-as-a-Service (SaaS) revenue and client retention.
- Henry Schein is rolling out a phased launch of its Global eCommerce Platform in North America, following successful deployment in the UK and Ireland.
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Research & Analysis
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Peer Comparisons for Henry Schein
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 49.09 |
| Mkt Cap | 6.4 |
| Rev LTM | 4,075 |
| Op Inc LTM | 469 |
| FCF LTM | 309 |
| FCF 3Y Avg | 353 |
| CFO LTM | 418 |
| CFO 3Y Avg | 508 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 4.1% |
| Rev Chg 3Y Avg | 1.0% |
| Rev Chg Q | 3.5% |
| QoQ Delta Rev Chg LTM | 0.9% |
| Op Mgn LTM | 7.4% |
| Op Mgn 3Y Avg | 8.1% |
| QoQ Delta Op Mgn LTM | -0.1% |
| CFO/Rev LTM | 8.8% |
| CFO/Rev 3Y Avg | 10.6% |
| FCF/Rev LTM | 6.4% |
| FCF/Rev 3Y Avg | 7.7% |
Segment Financials
Revenue by Segment| $ Mil | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|
| Global Distribution and Value-Added Services | 10,525 | ||||
| Global Specialty Products | 1,212 | ||||
| Global Technology | 602 | ||||
| Health care distribution | 11,924 | 11,754 | 9,530 | 9,389 | |
| Technology and value-added services | 723 | 647 | 514 | 515 | |
| Corporate transition services agreement revenues | 75 | 81 | |||
| Total | 12,339 | 12,647 | 12,401 | 10,119 | 9,986 |
| $ Mil | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|
| Global Distribution and Value-Added Services | 665 | ||||
| Global Specialty Products | 175 | ||||
| Global Technology | 142 | ||||
| Corporate, net | -92 | ||||
| Adjustments | -275 | ||||
| Health care distribution | 619 | 727 | 436 | 591 | |
| Technology and value-added services | 128 | 125 | 99 | 127 | |
| Total | 615 | 747 | 852 | 535 | 718 |
Price Behavior
| Market Price | $76.19 | |
| Market Cap ($ Bil) | 9.2 | |
| First Trading Date | 11/03/1995 | |
| Distance from 52W High | -7.0% | |
| 50 Days | 200 Days | |
| DMA Price | $71.01 | $69.38 |
| DMA Trend | indeterminate | up |
| Distance from DMA | 7.3% | 9.8% |
| 3M | 1YR | |
| Volatility | 29.9% | 28.5% |
| Downside Capture | 7.57 | 55.22 |
| Upside Capture | 60.90 | 55.39 |
| Correlation (SPY) | 10.8% | 38.2% |
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | -0.15 | 0.14 | 0.25 | 0.55 | 0.58 | 0.58 |
| Up Beta | 0.71 | 0.70 | 1.07 | 1.32 | 0.69 | 0.64 |
| Down Beta | -2.91 | -0.26 | -0.44 | -0.26 | 0.38 | 0.46 |
| Up Capture | 168% | 66% | 51% | 56% | 42% | 22% |
| Bmk +ve Days | 12 | 25 | 38 | 73 | 141 | 426 |
| Stock +ve Days | 12 | 21 | 29 | 60 | 119 | 359 |
| Down Capture | -89% | -19% | 23% | 71% | 75% | 88% |
| Bmk -ve Days | 7 | 16 | 24 | 52 | 107 | 323 |
| Stock -ve Days | 7 | 20 | 33 | 63 | 127 | 387 |
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
| Comparison of HSIC With Other Asset Classes (Last 1Y) | |||||||
|---|---|---|---|---|---|---|---|
| HSIC | Sector ETF | Equity | Gold | Commodities | Real Estate | Bitcoin | |
| Annualized Return | 10.5% | 16.4% | 19.2% | 71.9% | 8.9% | 6.0% | -10.4% |
| Annualized Volatility | 28.4% | 17.3% | 19.5% | 19.3% | 15.3% | 17.1% | 35.0% |
| Sharpe Ratio | 0.34 | 0.72 | 0.78 | 2.69 | 0.36 | 0.18 | -0.12 |
| Correlation With Other Assets | 44.6% | 38.4% | -4.5% | 10.5% | 43.4% | 18.2% | |
ETFs used for asset classes: Sector ETF = XLV, Equity = SPY, Gold = GLD, Commodities = DBC, Real Estate = VNQ, and Bitcoin = BTCUSD
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Based On 5-Year Data
| Comparison of HSIC With Other Asset Classes (Last 5Y) | |||||||
|---|---|---|---|---|---|---|---|
| HSIC | Sector ETF | Equity | Gold | Commodities | Real Estate | Bitcoin | |
| Annualized Return | 2.0% | 8.6% | 14.9% | 18.7% | 11.7% | 4.8% | 32.6% |
| Annualized Volatility | 25.8% | 14.5% | 17.1% | 15.5% | 18.7% | 18.9% | 48.7% |
| Sharpe Ratio | 0.08 | 0.41 | 0.70 | 0.97 | 0.51 | 0.17 | 0.59 |
| Correlation With Other Assets | 45.3% | 41.4% | 7.8% | 13.7% | 41.4% | 15.7% | |
ETFs used for asset classes: Sector ETF = XLV, 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 HSIC With Other Asset Classes (Last 10Y) | |||||||
|---|---|---|---|---|---|---|---|
| HSIC | Sector ETF | Equity | Gold | Commodities | Real Estate | Bitcoin | |
| Annualized Return | 2.3% | 9.8% | 14.7% | 14.9% | 6.9% | 5.2% | 69.2% |
| Annualized Volatility | 27.3% | 16.6% | 18.0% | 14.8% | 17.6% | 20.8% | 55.8% |
| Sharpe Ratio | 0.12 | 0.48 | 0.70 | 0.83 | 0.31 | 0.22 | 0.90 |
| Correlation With Other Assets | 52.1% | 49.8% | 1.0% | 17.7% | 45.6% | 10.8% | |
ETFs used for asset classes: Sector ETF = XLV, 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 |
| 11/4/2025 | 10.8% | 12.9% | 13.5% |
| 8/5/2025 | -7.4% | -5.6% | -4.1% |
| 5/5/2025 | 2.0% | 5.1% | 8.1% |
| 1/29/2025 | 0.2% | 2.6% | -9.6% |
| 11/5/2024 | -4.6% | -5.6% | 3.0% |
| 8/6/2024 | -8.1% | -2.4% | -0.2% |
| 5/7/2024 | 3.9% | 6.7% | 1.6% |
| 2/27/2024 | -3.4% | -4.7% | -9.5% |
| ... | |||
| SUMMARY STATS | |||
| # Positive | 11 | 11 | 11 |
| # Negative | 13 | 13 | 13 |
| Median Positive | 3.9% | 6.7% | 8.1% |
| Median Negative | -4.6% | -4.7% | -6.9% |
| Max Positive | 10.8% | 12.9% | 20.5% |
| Max Negative | -8.1% | -14.3% | -32.4% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 9302025 | 11042025 | 10-Q 9/27/2025 |
| 6302025 | 8052025 | 10-Q 6/28/2025 |
| 3312025 | 5052025 | 10-Q 3/29/2025 |
| 12312024 | 2252025 | 10-K 12/28/2024 |
| 9302024 | 11052024 | 10-Q 9/28/2024 |
| 6302024 | 8062024 | 10-Q 6/29/2024 |
| 3312024 | 5072024 | 10-Q 3/30/2024 |
| 12312023 | 2282024 | 10-K 12/30/2023 |
| 9302023 | 11282023 | 10-Q 9/30/2023 |
| 6302023 | 8072023 | 10-Q 7/1/2023 |
| 3312023 | 5092023 | 10-Q 4/1/2023 |
| 12312022 | 2212023 | 10-K 12/31/2022 |
| 9302022 | 11012022 | 10-Q 9/24/2022 |
| 6302022 | 8022022 | 10-Q 6/25/2022 |
| 3312022 | 5032022 | 10-Q 3/26/2022 |
| 12312021 | 2152022 | 10-K 12/25/2021 |
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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