Intergroup (INTG)
Market Price (3/30/2026): $36.52 | Market Cap: $78.5 MilSector: Consumer Discretionary | Industry: Hotels, Resorts & Cruise Lines
Intergroup (INTG)
Market Price (3/30/2026): $36.52Market Cap: $78.5 MilSector: Consumer DiscretionaryIndustry: Hotels, Resorts & Cruise Lines
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
| Strong revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is 14% | Weak multi-year price returns3Y Excs Rtn is -78% | Debt is significantNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 236% |
| Expensive valuation multiplesP/CFOPrice/(Cash Flow from Operations). CFO is cash before capital expenditures. is 27x | ||
| Stock price has recently run up significantly6M Rtn6 month market price return is 101%, 12M Rtn12 month market price return is 189% | ||
| Valuation getting more expensiveP/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is 76% | ||
| 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 -5.4% | ||
| Key risksINTG key risks include [1] negative shareholders' equity, Show more. |
| Strong revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is 14% |
| Weak multi-year price returns3Y Excs Rtn is -78% |
| Debt is significantNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 236% |
| Expensive valuation multiplesP/CFOPrice/(Cash Flow from Operations). CFO is cash before capital expenditures. is 27x |
| Stock price has recently run up significantly6M Rtn6 month market price return is 101%, 12M Rtn12 month market price return is 189% |
| Valuation getting more expensiveP/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is 76% |
| 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 -5.4% |
| Key risksINTG key risks include [1] negative shareholders' equity, Show more. |
Qualitative Assessment
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Intergroup (INTG) stock has gained about 25% since 11/30/2025 because of the following key factors:
1. Improved Operating Results and Revenue Growth in Q2 FY2026. The InterGroup Corporation reported a 20% increase in total revenue to $17.3 million for the quarter ended December 31, 2025, compared to $14.4 million in the same period last year. This led to a net income of $1.0 million for the quarter, a significant turnaround from a net loss of $3.7 million in the prior-year period, with net income attributable to InterGroup reaching $1.5 million, or $0.71 per diluted share.
2. Strategic Sale of Non-Core Asset Enhancing Liquidity. In December 2025, InterGroup completed the sale of a non-core 12-unit multifamily property in Los Angeles County for approximately $4.85 million. This transaction generated net cash proceeds of $2.58 million after debt repayment and resulted in a GAAP net gain of about $3.51 million, which is expected to enhance the company's financial flexibility and address debt concerns.
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1. Improved Operating Results and Revenue Growth in Q2 FY2026. The InterGroup Corporation reported a 20% increase in total revenue to $17.3 million for the quarter ended December 31, 2025, compared to $14.4 million in the same period last year. This led to a net income of $1.0 million for the quarter, a significant turnaround from a net loss of $3.7 million in the prior-year period, with net income attributable to InterGroup reaching $1.5 million, or $0.71 per diluted share.
2. Strategic Sale of Non-Core Asset Enhancing Liquidity. In December 2025, InterGroup completed the sale of a non-core 12-unit multifamily property in Los Angeles County for approximately $4.85 million. This transaction generated net cash proceeds of $2.58 million after debt repayment and resulted in a GAAP net gain of about $3.51 million, which is expected to enhance the company's financial flexibility and address debt concerns.
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Stock Movement Drivers
Fundamental Drivers
The 23.4% change in INTG stock from 11/30/2025 to 3/29/2026 was primarily driven by a 18.1% change in the company's P/S Multiple.| (LTM values as of) | 11302025 | 3292026 | Change |
|---|---|---|---|
| Stock Price ($) | 29.96 | 36.98 | 23.4% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 65 | 68 | 4.4% |
| P/S Multiple | 1.0 | 1.2 | 18.1% |
| Shares Outstanding (Mil) | 2 | 2 | 0.1% |
| Cumulative Contribution | 23.4% |
Market Drivers
11/30/2025 to 3/29/2026| Return | Correlation | |
|---|---|---|
| INTG | 23.4% | |
| Market (SPY) | -5.3% | -1.1% |
| Sector (XLY) | -10.4% | -2.2% |
Fundamental Drivers
The 122.6% change in INTG stock from 8/31/2025 to 3/29/2026 was primarily driven by a 100.4% change in the company's P/S Multiple.| (LTM values as of) | 8312025 | 3292026 | Change |
|---|---|---|---|
| Stock Price ($) | 16.61 | 36.98 | 122.6% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 62 | 68 | 10.8% |
| P/S Multiple | 0.6 | 1.2 | 100.4% |
| Shares Outstanding (Mil) | 2 | 2 | 0.3% |
| Cumulative Contribution | 122.6% |
Market Drivers
8/31/2025 to 3/29/2026| Return | Correlation | |
|---|---|---|
| INTG | 122.6% | |
| Market (SPY) | 0.6% | -4.8% |
| Sector (XLY) | -8.5% | 5.3% |
Fundamental Drivers
The 195.8% change in INTG stock from 2/28/2025 to 3/29/2026 was primarily driven by a 156.6% change in the company's P/S Multiple.| (LTM values as of) | 2282025 | 3292026 | Change |
|---|---|---|---|
| Stock Price ($) | 12.50 | 36.98 | 195.8% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 60 | 68 | 14.4% |
| P/S Multiple | 0.5 | 1.2 | 156.6% |
| Shares Outstanding (Mil) | 2 | 2 | 0.8% |
| Cumulative Contribution | 195.8% |
Market Drivers
2/28/2025 to 3/29/2026| Return | Correlation | |
|---|---|---|
| INTG | 195.8% | |
| Market (SPY) | 9.8% | 4.4% |
| Sector (XLY) | -1.3% | 6.8% |
Fundamental Drivers
The -13.0% change in INTG stock from 2/28/2023 to 3/29/2026 was primarily driven by a -30.3% change in the company's P/S Multiple.| (LTM values as of) | 2282023 | 3292026 | Change |
|---|---|---|---|
| Stock Price ($) | 42.51 | 36.98 | -13.0% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 56 | 68 | 21.1% |
| P/S Multiple | 1.7 | 1.2 | -30.3% |
| Shares Outstanding (Mil) | 2 | 2 | 3.1% |
| Cumulative Contribution | -13.0% |
Market Drivers
2/28/2023 to 3/29/2026| Return | Correlation | |
|---|---|---|
| INTG | -13.0% | |
| Market (SPY) | 69.4% | 6.2% |
| Sector (XLY) | 49.0% | 7.8% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| INTG Return | 61% | -8% | -58% | -27% | 99% | 24% | 12% |
| Peers Return | 24% | -22% | 20% | -6% | -10% | 1% | -1% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | -5% | 72% |
Monthly Win Rates [3] | |||||||
| INTG Win Rate | 67% | 58% | 17% | 25% | 42% | 67% | |
| Peers Win Rate | 48% | 42% | 53% | 40% | 48% | 53% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 33% | |
Max Drawdowns [4] | |||||||
| INTG Max Drawdown | -5% | -23% | -65% | -30% | -30% | -11% | |
| Peers Max Drawdown | -5% | -28% | -13% | -20% | -31% | -5% | |
| S&P 500 Max Drawdown | -1% | -25% | -1% | -2% | -15% | -5% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: PK, PEB, HST, APLE, CLPR.
[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 3/27/2026 (YTD)
How Low Can It Go
| Event | INTG | S&P 500 |
|---|---|---|
| 2022 Inflation Shock | ||
| % Loss | -71.5% | -25.4% |
| % Gain to Breakeven | 251.4% | 34.1% |
| Time to Breakeven | Not Fully Recovered days | 464 days |
| 2020 Covid Pandemic | ||
| % Loss | -33.2% | -33.9% |
| % Gain to Breakeven | 49.8% | 51.3% |
| Time to Breakeven | 231 days | 148 days |
| 2018 Correction | ||
| % Loss | -26.1% | -19.8% |
| % Gain to Breakeven | 35.3% | 24.7% |
| Time to Breakeven | 547 days | 120 days |
| 2008 Global Financial Crisis | ||
| % Loss | -61.1% | -56.8% |
| % Gain to Breakeven | 157.4% | 131.3% |
| Time to Breakeven | 463 days | 1,480 days |
Compare to PK, PEB, HST, APLE, CLPR
In The Past
Intergroup's stock fell -71.5% during the 2022 Inflation Shock from a high on 2/24/2022. A -71.5% loss requires a 251.4% gain to breakeven.
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About Intergroup (INTG)
The InterGroup Corporation, through its subsidiaries, operates a hotel under the Hilton San Francisco Financial District name located in San Francisco, California. It operates through three segments: Hotel Operations, Real Estate Operations, and Investment Transactions. The company's hotel consists of 544 guest rooms and luxury suites with approximately 22,000 square feet of meeting room space, a grand ballroom, 5 levels underground parking garage, a pedestrian bridge, and a Chinese culture center. As of June 30, 2021, it owned, managed, and invested in 16 apartment complexes, 3 single-family houses as strategic investments, and 1 commercial real estate property located in the United States, as well as approximately 2 acres of unimproved land in Maui, Hawaii. Further, the company invests in income-producing instruments, corporate debt and equity securities, publicly traded investment funds, mortgage-backed securities, securities issued by REITs, and other companies that invest primarily in real estate. The InterGroup Corporation was incorporated in 1965 and is based in Los Angeles, California.
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- Think of it as Host Hotels & Resorts (HST) meets Equity Residential (EQR), plus an investment fund.
- A tiny Brookfield Asset Management (BAM) that directly owns a Hilton hotel and various other real estate, alongside a financial investment portfolio.
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- Hospitality Services: Providing lodging, meeting spaces, parking, and cultural facilities through its Hilton San Francisco Financial District hotel.
- Real Estate Rental & Management: Managing and leasing its portfolio of owned apartment complexes, single-family houses, and commercial real estate properties.
- Real Estate Investment & Development: Investing in various real estate assets, including unimproved land, and potentially developing them.
- Financial Investment Management: Investing in a diverse range of financial instruments, including debt and equity securities, investment funds, and mortgage-backed securities.
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```htmlMajor Customers of Intergroup (INTG)
Intergroup (INTG) serves a diverse customer base primarily consisting of individuals and businesses across its Hotel Operations and Real Estate Operations segments. The company does not primarily sell to other companies in a business-to-business (B2B) model where specific customer company names would be listed.
Instead, its customer base can be categorized as follows:
- Individual Travelers/Guests: These are individuals who book rooms and utilize services at the Hilton San Francisco Financial District hotel for leisure, tourism, or individual business trips.
- Corporate/Event Clients: This category includes businesses, organizations, and event planners who book the hotel's meeting spaces, grand ballroom, and blocks of guest rooms for conferences, corporate events, social functions, or group accommodations.
- Residential Tenants: These are individuals and families who rent apartment units or single-family houses from the company's portfolio of owned and managed residential real estate properties.
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Hilton Worldwide Holdings Inc. (HLT)
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John V. Winfield, Chairman, President and Chief Executive Officer
Mr. Winfield was appointed Chief Executive Officer of The InterGroup Corporation in January 1987 and has served on the Board since 1982. He also serves as Chairman and CEO of the majority-owned subsidiary Portsmouth Square, Inc. He is recognized for his long tenure in overseeing real estate, hotel, and securities investment strategy, directing capital allocation, and managing securities portfolios. Mr. Winfield directly owns 67.8% of the company's shares.
Ann Marie Blair, Treasurer, Controller & Principal Financial Officer
Ms. Blair plays a pivotal role in managing The InterGroup Corporation's financial health and strategic fiscal direction. Her background includes extensive experience in financial management, coupled with a keen understanding of corporate finance, which is instrumental in safeguarding the company's assets and optimizing its financial performance.
David C. Gonzalez, Chief Operating Officer
Mr. Gonzalez is a key figure in shaping and executing The InterGroup Corporation's operational strategy. He brings considerable experience in managing complex global operations, ensuring that the company's business objectives are met with efficiency and effectiveness.
Jolie G. Kahn CPA, Esq., Secretary
Ms. Kahn serves as the Secretary of The InterGroup Corporation.
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The InterGroup Corporation (INTG) faces several key risks to its business, primarily stemming from its highly leveraged financial structure, the challenging San Francisco hotel market, and the underperformance of its investment portfolio.Key Risks to InterGroup Corporation (INTG)
- Highly Leveraged Capital Structure and Interest Rate Sensitivity: InterGroup Corporation operates with a highly leveraged balance sheet, marked by significant total liabilities and negative shareholder equity. As of December 31, 2025, total liabilities were approximately $215.7 million, with a total shareholders' deficit of about $114.5 million. This extreme reliance on debt for financing, even to cover operating shortfalls, makes the company vulnerable to shifts in credit conditions and limits its financial flexibility. The company holds substantial mortgage obligations, including variable-rate exposure, which means rising interest rates can significantly increase interest expenses, putting pressure on cash flows and constraining capital allocation. The cost of debt is a constant threat in the real estate and hospitality sectors where InterGroup operates.
- San Francisco Hotel Market Volatility and Rising Operating Costs: The company's core hotel asset, the Hilton San Francisco Financial District, is exposed to the slow recovery and volatility of the San Francisco hospitality market. The hotel's long-term value and profitability are heavily dependent on business travel trends and convention calendars, which have faced challenges. Compounding this, hotel operating expenses have been increasing faster than revenue, with a 19.2% rise in hotel operating costs in Q1 FY2026. This combination of a slowly recovering market and escalating operational costs results in ongoing hotel-level losses, which are a significant drag on the company's overall financial performance.
- Underperformance and Volatility of Investment Transactions Segment: InterGroup's investment transactions segment has consistently proven to be a financial headwind, recording net losses. In fiscal year 2025, this segment reported a net loss of $2.502 million, which was an increase from the prior year. This persistent underperformance in marketable securities highlights the company's vulnerability to securities market volatility and indicates that its current investment strategy is actively depressing consolidated net income despite improvements in core business segments.
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The widespread and sustained adoption of remote and hybrid work models poses a clear emerging threat to Intergroup's hotel operations, particularly its Hilton San Francisco Financial District property. This trend could lead to a structural decline in demand for business travel, corporate events, and conferences, which are traditionally critical revenue drivers for hotels located in financial districts. This shift represents a fundamental change in the demand landscape, akin to how streaming impacted physical media rentals or ride-sharing transformed traditional taxi services.
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Intergroup (symbol: INTG) operates primarily in hotel and real estate sectors. Here are the addressable market sizes for its main products and services:
Hotel Operations
- The overall U.S. hospitality market is estimated at approximately $247.81 billion in 2026 and is projected to reach $305.53 billion by 2031, expanding at a 4.28% compound annual growth rate (CAGR).
- California's hotel industry market size reached $37 billion in 2025.
- For San Francisco, total visitor spending is forecasted to be $9.83 billion in 2026, which includes spending on lodging and other tourism-related activities.
Real Estate Operations
- The United States commercial real estate market size is estimated at $1.74 trillion in 2026 and is projected to grow to $1.97 trillion by 2031, with a 2.45% CAGR. California notably led with 18.60% of the revenue in the U.S. commercial real estate market in 2025.
- For residential real estate in California, the median home price is forecast to rise to $909,400 in 2025.
- In Hawaii, the median price per acre for land is approximately $48,500.
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The InterGroup Corporation (INTG) is expected to drive future revenue growth over the next 2-3 years through several key areas:
- Recovery and Increased Demand in the San Francisco Hotel Market: The company's primary asset, the Hilton San Francisco Financial District, has shown signs of significant operational rebound. Recent reports indicate increased hotel revenues, higher room demand, and improved occupancy rates, coupled with an increase in Average Daily Rate (ADR). The CEO has also noted a cautiously optimistic outlook regarding the stabilization and recovery of operating conditions in San Francisco.
- Expanded Room Inventory in Hotel Operations: The return of 14 guest rooms to available inventory following renovations completed in September 2025 directly increases the hotel's capacity to generate revenue. This expansion allows for higher potential occupancy and overall room revenue.
- Steady Growth in Real Estate Operations: InterGroup's real estate segment has demonstrated stable and growing revenues, with a 4% rise in real estate revenues. This indicates continued market demand and effective management of its portfolio of apartment complexes, single-family houses, and commercial properties.
- Strategic Asset Management and Reinvestment: While not a direct recurring revenue stream, the strategic sale of non-core real estate assets, such as a multifamily property in Los Angeles in December 2025, provides significant cash proceeds and GAAP gains. This enhanced liquidity can be reinvested into higher-performing, income-producing assets or used to strengthen the company's financial position, indirectly supporting future revenue-generating initiatives.
- Enhanced Pricing Power in Hotel Operations: The Hilton San Francisco Financial District has experienced an increase in its Average Daily Rate (ADR). This improved pricing power allows the hotel to generate more revenue per occupied room, contributing to overall top-line growth as demand and market conditions in San Francisco continue to improve.
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```htmlShare Repurchases
- On December 20, 2021, The InterGroup Corporation's Board of Directors authorized the purchase of an additional 125,000 shares of common stock, increasing the total authorized for repurchase to approximately 130,000 shares.
Capital Expenditures
- In fiscal year 2025, real estate capital expenditures were approximately $1.74 million, a decrease from $2.31 million in fiscal year 2024.
- Hotel capital expenditures for fiscal year 2025 were about $2.25 million, a reduction from approximately $4.08 million in fiscal year 2024.
- The comprehensive renovation of the Hilton San Francisco Financial District hotel was completed in June 2024, enabling full room availability and contributing to improved operating metrics in fiscal year 2025.
Latest Trefis Analyses
| Title | Date | |
|---|---|---|
| DASHBOARDS | ||
| Day 7 of Gains Streak for Intergroup Stock with 58% Return (vs. 121% YTD) [10/16/2025] | 10/17/2025 |
| Title | |
|---|---|
| ARTICLES |
Trade Ideas
Select ideas related to INTG.
| Date | Ticker | Company | Category | Trade Strategy | 6M Fwd Rtn | 12M Fwd Rtn | 12M Max DD |
|---|---|---|---|---|---|---|---|
| 02272026 | MBLY | Mobileye Global | Dip Buy | DB | Cash/EquityDip Buyer with High Net Cash % EquityBuying dips for companies with significant net cash as a % of market cap along with meaningful cash flow generation | 0.0% | 0.0% | 0.0% |
| 02202026 | SAH | Sonic Automotive | Insider | Insider Buys | Low D/EStrong Insider BuyingCompanies with strong insider buying in the last 1 month, positive operating income and reasonable debt / market cap | -5.9% | -5.9% | -6.1% |
| 02132026 | MAT | Mattel | Insider | Insider Buys | Low D/EStrong Insider BuyingCompanies with strong insider buying in the last 1 month, positive operating income and reasonable debt / market cap | 2.9% | 2.9% | 0.0% |
| 02132026 | SONO | Sonos | Insider | Insider Buys | Low D/EStrong Insider BuyingCompanies with strong insider buying in the last 1 month, positive operating income and reasonable debt / market cap | -0.7% | -0.7% | -4.6% |
| 02062026 | DECK | Deckers Outdoor | Dip Buy | DB | P/E OPMDip Buy with Low PE and High MarginBuying dips for companies with tame PE and meaningfully high operating margin | 1.6% | 1.6% | -0.8% |
Research & Analysis
Invest in Strategies
Wealth Management
Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 11.88 |
| Mkt Cap | 1.7 |
| Rev LTM | 1,444 |
| Op Inc LTM | 151 |
| FCF LTM | 176 |
| FCF 3Y Avg | 214 |
| CFO LTM | 310 |
| CFO 3Y Avg | 323 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 2.3% |
| Rev Chg 3Y Avg | 5.1% |
| Rev Chg Q | 2.0% |
| QoQ Delta Rev Chg LTM | 0.5% |
| Op Mgn LTM | 13.0% |
| Op Mgn 3Y Avg | 12.4% |
| QoQ Delta Op Mgn LTM | 0.3% |
| CFO/Rev LTM | 16.3% |
| CFO/Rev 3Y Avg | 17.9% |
| FCF/Rev LTM | 14.4% |
| FCF/Rev 3Y Avg | 16.4% |
Valuation
| Median | |
|---|---|
| Name | |
| Mkt Cap | 1.7 |
| P/S | 1.1 |
| P/EBIT | 11.4 |
| P/E | -4.9 |
| P/CFO | 6.4 |
| Total Yield | -0.9% |
| Dividend Yield | 6.8% |
| FCF Yield 3Y Avg | 11.4% |
| D/E | 1.9 |
| Net D/E | 1.7 |
Returns
| Median | |
|---|---|
| Name | |
| 1M Rtn | -4.1% |
| 3M Rtn | 1.3% |
| 6M Rtn | 3.3% |
| 12M Rtn | 13.1% |
| 3Y Rtn | -7.7% |
| 1M Excs Rtn | -0.1% |
| 3M Excs Rtn | 9.1% |
| 6M Excs Rtn | 7.1% |
| 12M Excs Rtn | -2.0% |
| 3Y Excs Rtn | -63.3% |
Segment Financials
Revenue by Segment| $ Mil | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| Hotel Operations | 42 | 42 | 32 | 15 | 43 |
| Real Estate Operations | 16 | 16 | 16 | 14 | 15 |
| Investment Transactions | 0 | 0 | 0 | ||
| Other | 0 | 0 | 0 | ||
| Total | 58 | 58 | 47 | 29 | 58 |
| $ Mil | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| Real Estate Operations | 4 | 3 | 7 | 4 | 5 |
| Hotel Operations | 2 | 5 | 4 | -5 | 3 |
| Investment Transactions | 0 | 0 | 0 | 0 | |
| Other | -4 | -3 | -3 | -3 | -3 |
| Total | 1 | 4 | 8 | -5 | 5 |
| $ Mil | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| Real Estate Operations | 1 | 3 | 2 | 14 | 2 |
| Investment Transactions | -2 | 0 | -8 | 11 | -3 |
| Other | -5 | -12 | -2 | -6 | -0 |
| Hotel Operations | -7 | -2 | -3 | -7 | -4 |
| Total | -13 | -10 | -11 | 11 | -5 |
| $ Mil | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| Real Estate Operations | 48 | 48 | 48 | 48 | 50 |
| Hotel Operations | 47 | 46 | 47 | 47 | 56 |
| Investment Transactions | 7 | 18 | 11 | 36 | 6 |
| Other | 6 | 10 | 21 | 10 | 17 |
| Total | 108 | 122 | 127 | 140 | 130 |
Price Behavior
Price Behavior
| Market Price | $36.98 | |
| Market Cap ($ Bil) | 0.1 | |
| First Trading Date | 08/18/1995 | |
| Distance from 52W High | -12.4% | |
| 50 Days | 200 Days | |
| DMA Price | $31.48 | $23.72 |
| DMA Trend | up | up |
| Distance from DMA | 17.5% | 55.9% |
| 3M | 1YR | |
| Volatility | 68.8% | 88.7% |
| Downside Capture | -0.78 | -0.63 |
| Upside Capture | 19.94 | 46.95 |
| Correlation (SPY) | -4.1% | 2.9% |
INTG Betas & Captures as of 2/28/2026
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 0.69 | -0.49 | -0.14 | -0.39 | 0.17 | 0.27 |
| Up Beta | 2.86 | 0.09 | -0.16 | -0.78 | 0.25 | 0.40 |
| Down Beta | 3.14 | 1.65 | 2.34 | 1.16 | 0.47 | 0.44 |
| Up Capture | -113% | -112% | -110% | 2% | 23% | -0% |
| Bmk +ve Days | 9 | 20 | 31 | 70 | 142 | 431 |
| Stock +ve Days | 7 | 18 | 27 | 63 | 115 | 282 |
| Down Capture | -7% | -275% | -164% | -298% | -108% | 33% |
| Bmk -ve Days | 12 | 21 | 30 | 54 | 109 | 320 |
| Stock -ve Days | 14 | 22 | 33 | 56 | 111 | 322 |
[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 INTG | |
|---|---|---|---|---|
| INTG | 220.9% | 86.7% | 1.90 | - |
| Sector ETF (XLY) | 4.6% | 23.6% | 0.13 | 3.5% |
| Equity (SPY) | 14.5% | 18.9% | 0.59 | 1.4% |
| Gold (GLD) | 50.2% | 27.7% | 1.46 | 2.6% |
| Commodities (DBC) | 17.8% | 17.6% | 0.85 | 5.1% |
| Real Estate (VNQ) | 0.4% | 16.4% | -0.15 | -5.7% |
| Bitcoin (BTCUSD) | -23.7% | 44.2% | -0.49 | -0.6% |
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Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with INTG | |
|---|---|---|---|---|
| INTG | 16.2% | 71.6% | 0.60 | - |
| Sector ETF (XLY) | 5.6% | 23.7% | 0.20 | 2.5% |
| Equity (SPY) | 11.8% | 17.0% | 0.54 | 1.1% |
| Gold (GLD) | 20.7% | 17.7% | 0.96 | 0.5% |
| Commodities (DBC) | 11.6% | 18.9% | 0.50 | -0.5% |
| Real Estate (VNQ) | 3.0% | 18.8% | 0.07 | -0.7% |
| Bitcoin (BTCUSD) | 4.0% | 56.6% | 0.29 | 0.5% |
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Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with INTG | |
|---|---|---|---|---|
| INTG | 12.4% | 55.6% | 0.47 | - |
| Sector ETF (XLY) | 11.6% | 21.9% | 0.49 | 2.8% |
| Equity (SPY) | 14.0% | 17.9% | 0.67 | 2.6% |
| Gold (GLD) | 13.3% | 15.8% | 0.70 | 1.4% |
| Commodities (DBC) | 8.2% | 17.6% | 0.39 | 2.1% |
| Real Estate (VNQ) | 4.7% | 20.7% | 0.19 | 1.5% |
| Bitcoin (BTCUSD) | 66.4% | 66.8% | 1.06 | -0.7% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Earnings Returns History
Expand for More| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| SUMMARY STATS | |||
| # Positive | 0 | 0 | 0 |
| # Negative | 0 | 0 | 0 |
| Median Positive | |||
| Median Negative | |||
| Max Positive | |||
| Max Negative | |||
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 12/31/2025 | 02/12/2026 | 10-Q |
| 09/30/2025 | 11/12/2025 | 10-Q |
| 06/30/2025 | 09/30/2025 | 10-K |
| 03/31/2025 | 05/15/2025 | 10-Q |
| 12/31/2024 | 02/14/2025 | 10-Q |
| 09/30/2024 | 11/13/2024 | 10-Q |
| 06/30/2024 | 10/01/2024 | 10-K |
| 03/31/2024 | 05/14/2024 | 10-Q |
| 12/31/2023 | 02/20/2024 | 10-Q |
| 09/30/2023 | 11/14/2023 | 10-Q |
| 06/30/2023 | 10/16/2023 | 10-K |
| 03/31/2023 | 05/15/2023 | 10-Q |
| 12/31/2022 | 02/09/2023 | 10-Q |
| 09/30/2022 | 11/14/2022 | 10-Q |
| 06/30/2022 | 09/28/2022 | 10-K |
| 03/31/2022 | 05/02/2022 | 10-Q |
Insider Activity
Expand for More| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Winfield, John V | PRESIDENT & CEO | Direct | Buy | 6302025 | 14.50 | 3,100 | 44,950 | 21,116,046 | Form |
| 2 | Winfield, John V | PRESIDENT & CEO | Direct | Buy | 6302025 | 13.68 | 600 | 8,208 | 19,930,105 | Form |
| 3 | Gonzalez, David C | COO | Direct | Buy | 6262025 | 12.63 | 6,060 | 76,563 | 414,765 | Form |
| 4 | Gonzalez, David C | COO | Direct | Buy | 6262025 | 13.36 | 2,700 | 36,081 | 474,786 | 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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