IT Tech Packaging (ITP)
Market Price (3/30/2026): $0.1786 | Market Cap: $2.4 MilSector: Materials | Industry: Paper Products
IT Tech Packaging (ITP)
Market Price (3/30/2026): $0.1786Market Cap: $2.4 MilSector: MaterialsIndustry: Paper Products
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% | Weak multi-year price returns2Y Excs Rtn is -58%, 3Y Excs Rtn is -119% | Penny stockMkt Price is 0.2 |
| Attractive yieldFCF Yield is 156% | Not profitable at operating income levelOp Inc LTMOperating Income, Last Twelve Months is -9.8 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -12% | |
| Megatrend and thematic driversMegatrends include Circular Economy & Recycling. Themes include Sustainable Packaging Materials. | Debt is significantNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 86% | |
| Weak revenue growthRev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -13% | ||
| 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 -451% | ||
| High stock price volatilityVol 12M is 124% | ||
| Key risksITP key risks include [1] a high probability of financial distress and recent operating losses, 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% |
| Attractive yieldFCF Yield is 156% |
| Megatrend and thematic driversMegatrends include Circular Economy & Recycling. Themes include Sustainable Packaging Materials. |
| Weak multi-year price returns2Y Excs Rtn is -58%, 3Y Excs Rtn is -119% |
| Penny stockMkt Price is 0.2 |
| Not profitable at operating income levelOp Inc LTMOperating Income, Last Twelve Months is -9.8 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -12% |
| Debt is significantNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 86% |
| Weak revenue growthRev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -13% |
| 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 -451% |
| High stock price volatilityVol 12M is 124% |
| Key risksITP key risks include [1] a high probability of financial distress and recent operating losses, Show more. |
Qualitative Assessment
AI Analysis | Feedback
IT Tech Packaging (ITP) stock has lost about 20% since 11/30/2025 because of the following key factors:
1. Continued Financial Underperformance: IT Tech Packaging reported a net loss of $1.4 million for Q3 2025, a 25.8% decrease from the prior quarter, and an annual loss of $9.8 million for fiscal year 2024. This sustained negative profitability and declining earnings have likely contributed to a bearish outlook among investors, extending the stock's "falling trend" into the specified period.
2. Challenging Industry Landscape and Transformation: The broader packaging industry, in which IT Tech Packaging operates with its paper products, is undergoing significant changes driven by sustainability demands, regulatory pressures (such as Extended Producer Responsibility), and technological advancements like AI. The containerboard sector, a key area for ITP's production of corrugating medium paper, is specifically facing retooling and anticipated facility closures in 2026, with a recovery expected to be modest. This evolving and challenging environment poses headwinds for companies that may struggle to adapt to new demands for circular, recyclable, and smart packaging solutions.
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1. Continued Financial Underperformance: IT Tech Packaging reported a net loss of $1.4 million for Q3 2025, a 25.8% decrease from the prior quarter, and an annual loss of $9.8 million for fiscal year 2024. This sustained negative profitability and declining earnings have likely contributed to a bearish outlook among investors, extending the stock's "falling trend" into the specified period.
2. Challenging Industry Landscape and Transformation: The broader packaging industry, in which IT Tech Packaging operates with its paper products, is undergoing significant changes driven by sustainability demands, regulatory pressures (such as Extended Producer Responsibility), and technological advancements like AI. The containerboard sector, a key area for ITP's production of corrugating medium paper, is specifically facing retooling and anticipated facility closures in 2026, with a recovery expected to be modest. This evolving and challenging environment poses headwinds for companies that may struggle to adapt to new demands for circular, recyclable, and smart packaging solutions.
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Stock Movement Drivers
Fundamental Drivers
The -22.0% change in ITP stock from 11/30/2025 to 3/29/2026 was primarily driven by a -22.0% change in the company's P/S Multiple.| (LTM values as of) | 11302025 | 3292026 | Change |
|---|---|---|---|
| Stock Price ($) | 0.23 | 0.18 | -22.0% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 79 | 79 | 0.0% |
| P/S Multiple | 0.0 | 0.0 | -22.0% |
| Shares Outstanding (Mil) | 14 | 14 | 0.0% |
| Cumulative Contribution | -22.0% |
Market Drivers
11/30/2025 to 3/29/2026| Return | Correlation | |
|---|---|---|
| ITP | -22.0% | |
| Market (SPY) | -5.3% | 52.7% |
| Sector (XLB) | 10.0% | 37.5% |
Fundamental Drivers
The -11.1% change in ITP stock from 8/31/2025 to 3/29/2026 was primarily driven by a -12.6% change in the company's Shares Outstanding (Mil).| (LTM values as of) | 8312025 | 3292026 | Change |
|---|---|---|---|
| Stock Price ($) | 0.20 | 0.18 | -11.1% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 78 | 79 | 0.7% |
| P/S Multiple | 0.0 | 0.0 | 1.0% |
| Shares Outstanding (Mil) | 12 | 14 | -12.6% |
| Cumulative Contribution | -11.1% |
Market Drivers
8/31/2025 to 3/29/2026| Return | Correlation | |
|---|---|---|
| ITP | -11.1% | |
| Market (SPY) | 0.6% | 12.5% |
| Sector (XLB) | 7.1% | 7.8% |
Fundamental Drivers
The -54.0% change in ITP stock from 2/28/2025 to 3/29/2026 was primarily driven by a -37.6% change in the company's P/S Multiple.| (LTM values as of) | 2282025 | 3292026 | Change |
|---|---|---|---|
| Stock Price ($) | 0.39 | 0.18 | -54.0% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 79 | 79 | -0.3% |
| P/S Multiple | 0.0 | 0.0 | -37.6% |
| Shares Outstanding (Mil) | 10 | 14 | -26.1% |
| Cumulative Contribution | -54.0% |
Market Drivers
2/28/2025 to 3/29/2026| Return | Correlation | |
|---|---|---|
| ITP | -54.0% | |
| Market (SPY) | 9.8% | 10.4% |
| Sector (XLB) | 12.4% | 14.0% |
Fundamental Drivers
The -67.5% change in ITP stock from 2/28/2023 to 3/29/2026 was primarily driven by a -36.4% change in the company's Total Revenues ($ Mil).| (LTM values as of) | 2282023 | 3292026 | Change |
|---|---|---|---|
| Stock Price ($) | 0.55 | 0.18 | -67.5% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 124 | 79 | -36.4% |
| P/S Multiple | 0.0 | 0.0 | -30.5% |
| Shares Outstanding (Mil) | 10 | 14 | -26.6% |
| Cumulative Contribution | -67.5% |
Market Drivers
2/28/2023 to 3/29/2026| Return | Correlation | |
|---|---|---|
| ITP | -67.5% | |
| Market (SPY) | 69.4% | 3.5% |
| Sector (XLB) | 26.8% | 7.5% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| ITP Return | -59% | -80% | -33% | 94% | -64% | -17% | -97% |
| Peers Return | 39% | -6% | 9% | 32% | -26% | -14% | 19% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | -5% | 72% |
Monthly Win Rates [3] | |||||||
| ITP Win Rate | 17% | 25% | 50% | 42% | 25% | 33% | |
| Peers Win Rate | 57% | 50% | 48% | 62% | 43% | 40% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 33% | |
Max Drawdowns [4] | |||||||
| ITP Max Drawdown | -59% | -80% | -39% | -35% | -73% | -19% | |
| Peers Max Drawdown | -8% | -34% | -22% | -16% | -40% | -21% | |
| S&P 500 Max Drawdown | -1% | -25% | -1% | -2% | -15% | -5% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: IP, PKG, SLVM, CLW, PACK.
[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 | ITP | S&P 500 |
|---|---|---|
| 2022 Inflation Shock | ||
| % Loss | -98.1% | -25.4% |
| % Gain to Breakeven | 5061.3% | 34.1% |
| Time to Breakeven | Not Fully Recovered days | 464 days |
| 2020 Covid Pandemic | ||
| % Loss | -55.7% | -33.9% |
| % Gain to Breakeven | 125.8% | 51.3% |
| Time to Breakeven | 139 days | 148 days |
| 2018 Correction | ||
| % Loss | -68.5% | -19.8% |
| % Gain to Breakeven | 217.0% | 24.7% |
| Time to Breakeven | Not Fully Recovered days | 120 days |
| 2008 Global Financial Crisis | ||
| % Loss | -96.0% | -56.8% |
| % Gain to Breakeven | 2400.0% | 131.3% |
| Time to Breakeven | 285 days | 1,480 days |
Compare to IP, PKG, SLVM, CLW, PACK
In The Past
IT Tech Packaging's stock fell -98.1% during the 2022 Inflation Shock from a high on 2/16/2021. A -98.1% loss requires a 5061.3% gain to breakeven.
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About IT Tech Packaging (ITP)
IT Tech Packaging, Inc., through its subsidiaries, engages in the production and distribution of paper products in the People's Republic of China. The company offers corrugating medium papers to companies making corrugating cardboards; and offset printing papers to printing companies. It also provides tissue paper products, including toilet papers, boxed and soft-packed tissues, handkerchief tissues, and paper napkins, as well as bathroom and kitchen paper towels under the Dongfang Paper brand. In addition, the company produces and sells non-medical single-use face masks, and medical face masks. The company was formerly known as Orient Paper, Inc. and changed its name to IT Tech Packaging, Inc. in August 2018. IT Tech Packaging, Inc. was founded in 1996 and is headquartered in Baoding, the People's' Republic of China.
AI Analysis | Feedback
IT Tech Packaging is like a **Chinese Kimberly-Clark**.
Alternatively, it's like a **Chinese International Paper that also manufactures consumer tissue products**.
AI Analysis | Feedback
```html- Corrugating Medium Papers: These papers are supplied to companies that manufacture corrugating cardboards.
- Offset Printing Papers: The company provides these papers to various printing companies.
- Tissue Paper Products: This category includes toilet papers, boxed and soft-packed tissues, handkerchief tissues, paper napkins, and paper towels sold under the Dongfang Paper brand.
- Non-Medical Single-Use Face Masks: The company produces and sells face masks intended for general, non-medical use.
- Medical Face Masks: The company also manufactures and sells face masks specifically designed for medical purposes.
AI Analysis | Feedback
IT Tech Packaging, Inc. (ITP) primarily sells its products to other companies (business-to-business or B2B) rather than directly to individuals.
Based on the company description, specific customer company names are not publicly disclosed. However, IT Tech Packaging serves the following categories of corporate customers:
- Manufacturers of Corrugating Cardboards: These companies purchase corrugating medium papers from ITP as a raw material for producing various types of corrugated cardboards used in packaging.
- Printing Companies: ITP supplies offset printing papers to printing businesses that utilize these papers for their printing services.
- Retailers, Wholesalers, and Distributors: For its branded consumer products, such as Dongfang Paper tissue products (toilet papers, tissues, napkins, paper towels) and face masks (non-medical and medical), ITP likely sells to businesses that then distribute or retail these products to end consumers. This category would include supermarkets, drugstores, general retailers, and potentially healthcare supply distributors for the medical masks.
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Zhenyong Liu, Chairman of the Board and Chief Executive Officer
Mr. Liu is the founder of IT Tech Packaging, Inc., having established the company in 1996, and has served as Chairman and CEO since its inception. He also holds the position of Chairman of Hebei Baoding Dongfang Paper Milling Co., Ltd. since 1996. Prior to founding IT Tech Packaging, he was the General Manager of East Central Household Appliance Purchases and Supply Station in Xushui County from 1980 to 1989. Mr. Liu holds an MBA from Peking University and an undergraduate degree from Hebei University.
Jing Hao, Chief Financial Officer and Principal Accounting Officer
Ms. Hao has served as the Chief Financial Officer at IT Tech Packaging, Inc. since 2014. Her previous experience includes serving as Chief Financial Officer at Carlateral, Inc., and as a Manager at Hebei Baoding Dongfang Paper Co., Ltd. from 2005 to 2006.
Dahong Zhou, Secretary
Ms. Zhou was appointed as the Secretary of IT Tech Packaging, Inc. on November 16, 2007. She has also been an Executive Manager of Hebei Baoding Dongfang Paper Milling Company Limited since 2006.
Fuzeng Liu, Director and Vice President
Mr. Liu has been a member of the Board of Directors of IT Tech Packaging since November 30, 2007, and has held the position of Vice President of IT Tech Packaging since 2002. In his capacity as Vice President, he is responsible for production supervision and regulation across the company's plants. His prior roles include serving as Deputy Secretary of the Traffic Bureau of Xushui County from 1992 to 2002 and as Party Secretary of Dayin Town, Xushui County from 1988 to 1992.
Marco Ku Hon Wai, Independent Director
Mr. Ku has served as an independent director and chair of the audit committee on the Board of IT Tech Packaging since November 3, 2014. He is the founder of Sensible Investment Company Limited, an investment consulting firm based in Hong Kong. Previously, he was the Chief Financial Officer of China Marine Food Group Limited from July 2007 to October 2013 and co-founded KISS Catering Group in Beijing, where he worked from October 2005 to April 2007. From October 2004 to September 2005, Mr. Ku was the Financial Controller at Hongkong.com Company Limited.
AI Analysis | Feedback
Key Risks to IT Tech Packaging (ITP)
- Structural Overcapacity and Intense Competition in the Chinese Paper Market: IT Tech Packaging operates in a Chinese paper industry characterized by significant structural overcapacity across nearly all paper grades. This oversupply leads to intense competition, margin compression for manufacturers, and a reshaping of market dynamics and profitability both within China and globally. The continued expansion of capacity by major Chinese players, even with operating rates below optimal levels, contributes to a challenging environment for profitability.
- Environmental Regulations, Raw Material Scarcity, and Sustainability Pressures: The paper industry in China, including IT Tech Packaging, faces considerable challenges related to environmental pollution, inefficient consumption of natural resources, and shortages of critical raw materials like wood fiber, water, and energy. Stricter environmental regulations, particularly concerning the import and processing of recycled pulp, could lead to increased operational costs and potential disruptions in raw material supply.
- Operational and Financial Weaknesses Hindering Adaptation and Growth: IT Tech Packaging has demonstrated an inability to capitalize on emerging market opportunities, such as the growth of e-commerce and the demand for sustainable materials, due to operational and financial constraints. The company has reported negative earnings over the last 12 months, and its stock is often viewed as a speculative investment rather than one based on fundamental value, indicating significant financial distress and a struggle to innovate or scale effectively compared to competitors.
AI Analysis | Feedback
The clear emerging threat for IT Tech Packaging (ITP) is the significant decline in demand and pricing for non-medical and medical face masks as the COVID-19 pandemic recedes globally. The company expanded into this market during a period of abnormally high demand, and the return to pre-pandemic normalcy represents a contraction of this market, leading to oversupply and reduced profitability for mask manufacturers.
AI Analysis | Feedback
IT Tech Packaging (ITP) operates in the People's Republic of China, producing corrugating medium papers, offset printing papers, tissue paper products, and face masks. The addressable market sizes for these main products and services in China are as follows:
- Corrugating Medium Papers: The addressable market for corrugating medium papers can be estimated by the China corrugated packaging market, which was valued at approximately USD 150.22 billion in 2025. This market is projected to grow with a compound annual growth rate (CAGR) of 6.31% from 2025 to 2033. Corrugated boxes accounted for 43.23% of the China paper packaging market in 2025.
- Offset Printing Papers: The addressable market for offset printing papers can be associated with the China commercial printing market. This market was estimated at USD 63.28 billion in 2024 and is projected to grow to USD 89.51 billion by 2035, exhibiting a CAGR of 3.2% during the forecast period from 2025 to 2035.
- Tissue Paper Products: The China tissue paper market is estimated to be valued at USD 96.24 billion in 2025 and is expected to reach USD 152.53 billion by 2032, exhibiting a CAGR of 6.8% from 2025 to 2032. Another source projects the China tissue and hygiene paper market to reach $70.49 billion in revenue by 2024.
- Non-medical Single-Use Face Masks and Medical Face Masks: The Asia Pacific protective face masks market, where China is a significant producer, was valued at USD 6.02 billion in 2024 and is projected to reach approximately USD 13.00 billion by 2034, growing at a CAGR of 8.80%. China remains the largest face mask manufacturing country, producing over 36 billion units in 2024.
AI Analysis | Feedback
IT Tech Packaging (ITP) is expected to drive future revenue growth over the next 2-3 years through several key initiatives:
- Growth in Corrugating Medium Paper (CMP) Sales Volume: Recent financial reports highlight that an increase in sales volume of corrugating medium paper has been a significant contributor to the company's revenue growth. For instance, in Q3 2024, IT Tech Packaging reported a 59.03% increase in revenue, primarily fueled by higher sales volume of CMP, which accounted for 99.85% of total revenue in that quarter.
- Expansion and Increased Capacity of Tissue Paper Production: The company has demonstrated a commitment to its tissue paper segment by launching a second tissue paper production line (PM9) in 2019, which added 15,000 tonnes to its annual capacity, bringing the total to 30,000 tonnes. Furthermore, IT Tech Packaging has plans for a third tissue paper production line, signaling future expansion in this product category.
- Continued Revenue Contribution from Face Mask Production: IT Tech Packaging diversified its product offerings by introducing non-medical single-use face masks and medical face masks. This new product line generated RMB6.73 million in revenue by June 30, 2020, following its launch in April 2020, indicating a new stream of revenue.
- Exploration of New Markets and Optimization of Operations: The company has articulated a strategic focus on expanding its market presence and enhancing operational efficiency. As stated in their Q1 2024 financial results, IT Tech Packaging "aims to optimize operations and explore new markets for growth" to navigate industry challenges.
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Share Issuance
- On May 13, 2025, IT Tech Packaging announced a public offering of 6,899,500 shares of its common stock at a price of $0.20 per share, expected to generate approximately $1.4 million in gross proceeds.
- An offering worth $20 million at $0.75 per share occurred on February 25, 2021.
Capital Expenditures
- For the third quarter of 2025, IT Tech Packaging invested $81 in capital expenditures.
- In the trailing 12 months ending September 30, 2025, capital expenditures amounted to approximately $40,250.
Latest Trefis Analyses
| Title | Date | |
|---|---|---|
| DASHBOARDS | ||
| Is IT Tech Packaging Stock Built to Withstand a Pullback? | 10/17/2025 |
| Title | |
|---|---|
| ARTICLES |
Trade Ideas
Select ideas related to ITP.
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|---|---|---|---|---|---|---|---|
| 01312026 | IP | International Paper | Insider | Insider Buys 45DStrong Insider BuyingCompanies with multiple insider buys in the last 45 days | 9.1% | 9.1% | 0.0% |
| 01302026 | B | Barrick Mining | Quality | Q | Momentum | UpsideQuality Stocks with Momentum and UpsideBuying quality stocks with strong momentum but still having room to run | 11.7% | 11.7% | -4.0% |
| 12312025 | AMR | Alpha Metallurgical Resources | Insider | Insider Buys 45DStrong Insider BuyingCompanies with multiple insider buys in the last 45 days | -18.6% | -18.6% | -18.6% |
| 12262025 | EMN | Eastman Chemical | Dip Buy | DB | P/E OPMDip Buy with Low PE and High MarginBuying dips for companies with tame PE and meaningfully high operating margin | 18.9% | 18.9% | 0.0% |
| 12122025 | AMCR | Amcor | 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 | 19.2% | 19.2% | -0.5% |
Research & Analysis
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Wealth Management
Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 24.81 |
| Mkt Cap | 0.9 |
| Rev LTM | 2,453 |
| Op Inc LTM | 4 |
| FCF LTM | -2 |
| FCF 3Y Avg | 97 |
| CFO LTM | 146 |
| CFO 3Y Avg | 251 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 7.2% |
| Rev Chg 3Y Avg | 4.4% |
| Rev Chg Q | 4.3% |
| QoQ Delta Rev Chg LTM | 1.2% |
| Op Mgn LTM | 0.1% |
| Op Mgn 3Y Avg | 2.1% |
| QoQ Delta Op Mgn LTM | -0.4% |
| CFO/Rev LTM | 6.3% |
| CFO/Rev 3Y Avg | 10.1% |
| FCF/Rev LTM | 0.3% |
| FCF/Rev 3Y Avg | 1.3% |
Valuation
| Median | |
|---|---|
| Name | |
| Mkt Cap | 0.9 |
| P/S | 0.6 |
| P/EBIT | -2.7 |
| P/E | -2.8 |
| P/CFO | 11.6 |
| Total Yield | -10.5% |
| Dividend Yield | 1.2% |
| FCF Yield 3Y Avg | 2.4% |
| D/E | 1.0 |
| Net D/E | 0.7 |
Returns
| Median | |
|---|---|
| Name | |
| 1M Rtn | -11.6% |
| 3M Rtn | -19.3% |
| 6M Rtn | -26.3% |
| 12M Rtn | -36.2% |
| 3Y Rtn | -17.8% |
| 1M Excs Rtn | -5.1% |
| 3M Excs Rtn | -11.2% |
| 6M Excs Rtn | -20.7% |
| 12M Excs Rtn | -46.4% |
| 3Y Excs Rtn | -81.4% |
Price Behavior
Price Behavior
| Market Price | $0.18 | |
| Market Cap ($ Bil) | 0.0 | |
| First Trading Date | 10/01/2007 | |
| Distance from 52W High | -59.1% | |
| 50 Days | 200 Days | |
| DMA Price | $0.20 | $0.22 |
| DMA Trend | down | down |
| Distance from DMA | -11.3% | -19.3% |
| 3M | 1YR | |
| Volatility | 51.3% | 124.9% |
| Downside Capture | 1.70 | 0.01 |
| Upside Capture | 203.23 | -50.41 |
| Correlation (SPY) | 55.5% | 9.8% |
ITP 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 | 3.42 | 2.44 | 2.28 | 0.78 | 0.59 | 0.23 |
| Up Beta | 1.42 | 1.23 | 1.23 | 1.22 | 0.78 | 0.14 |
| Down Beta | 4.61 | 2.64 | 2.69 | 0.81 | 1.40 | 1.48 |
| Up Capture | 347% | 215% | 201% | 54% | -27% | -5% |
| Bmk +ve Days | 9 | 20 | 31 | 70 | 142 | 431 |
| Stock +ve Days | 11 | 20 | 29 | 52 | 115 | 349 |
| Down Capture | 367% | 297% | 251% | 78% | 16% | -43% |
| Bmk -ve Days | 12 | 21 | 30 | 54 | 109 | 320 |
| Stock -ve Days | 10 | 21 | 32 | 70 | 130 | 377 |
[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 ITP | |
|---|---|---|---|---|
| ITP | -33.3% | 124.8% | 0.27 | - |
| Sector ETF (XLB) | 14.6% | 20.9% | 0.55 | 12.8% |
| Equity (SPY) | 14.5% | 18.9% | 0.59 | 9.6% |
| Gold (GLD) | 50.2% | 27.7% | 1.46 | 7.1% |
| Commodities (DBC) | 17.8% | 17.6% | 0.85 | 3.4% |
| Real Estate (VNQ) | 0.4% | 16.4% | -0.15 | 19.7% |
| Bitcoin (BTCUSD) | -23.7% | 44.2% | -0.49 | 7.4% |
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Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with ITP | |
|---|---|---|---|---|
| ITP | -52.6% | 105.7% | -0.25 | - |
| Sector ETF (XLB) | 6.7% | 18.9% | 0.25 | 10.2% |
| Equity (SPY) | 11.8% | 17.0% | 0.54 | 8.8% |
| Gold (GLD) | 20.7% | 17.7% | 0.96 | 5.7% |
| Commodities (DBC) | 11.6% | 18.9% | 0.50 | 2.2% |
| Real Estate (VNQ) | 3.0% | 18.8% | 0.07 | 9.9% |
| Bitcoin (BTCUSD) | 4.0% | 56.6% | 0.29 | 8.2% |
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Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with ITP | |
|---|---|---|---|---|
| ITP | -34.6% | 98.2% | -0.01 | - |
| Sector ETF (XLB) | 10.1% | 20.6% | 0.44 | 8.3% |
| Equity (SPY) | 14.0% | 17.9% | 0.67 | 7.5% |
| Gold (GLD) | 13.3% | 15.8% | 0.70 | 4.5% |
| Commodities (DBC) | 8.2% | 17.6% | 0.39 | 2.4% |
| Real Estate (VNQ) | 4.7% | 20.7% | 0.19 | 6.1% |
| Bitcoin (BTCUSD) | 66.4% | 66.8% | 1.06 | 4.6% |
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Returns Analyses
Earnings Returns History
Expand for More| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 11/15/2024 | -9.6% | -11.2% | -12.7% |
| 8/13/2024 | 0.9% | 0.9% | 10.4% |
| 3/28/2024 | 1.9% | 3.1% | -11.5% |
| 11/13/2023 | 5.0% | -2.5% | 0.0% |
| 8/10/2023 | 2.2% | 1.1% | -8.7% |
| 3/24/2023 | -8.2% | -14.9% | 6.7% |
| 11/10/2022 | -0.0% | -3.6% | -12.1% |
| 8/9/2022 | -1.9% | -1.9% | -15.2% |
| ... | |||
| SUMMARY STATS | |||
| # Positive | 8 | 7 | 6 |
| # Negative | 7 | 8 | 9 |
| Median Positive | 2.1% | 3.1% | 8.6% |
| Median Negative | -4.0% | -6.8% | -12.7% |
| Max Positive | 7.2% | 20.7% | 20.1% |
| Max Negative | -9.6% | -14.9% | -33.5% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 09/30/2025 | 11/13/2025 | 10-Q |
| 06/30/2025 | 08/14/2025 | 10-Q |
| 03/31/2025 | 05/09/2025 | 10-Q |
| 12/31/2024 | 04/11/2025 | 10-K |
| 09/30/2024 | 11/15/2024 | 10-Q |
| 06/30/2024 | 08/12/2024 | 10-Q |
| 03/31/2024 | 05/10/2024 | 10-Q |
| 12/31/2023 | 03/27/2024 | 10-K |
| 09/30/2023 | 11/09/2023 | 10-Q |
| 06/30/2023 | 08/10/2023 | 10-Q |
| 03/31/2023 | 05/11/2023 | 10-Q |
| 12/31/2022 | 03/24/2023 | 10-K |
| 09/30/2022 | 11/10/2022 | 10-Q |
| 06/30/2022 | 08/09/2022 | 10-Q |
| 03/31/2022 | 05/10/2022 | 10-Q |
| 12/31/2021 | 03/15/2022 | 10-K |
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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