Janus International (JBI)
Market Price (2/22/2026): $7.205 | Market Cap: $1.0 BilSector: Industrials | Industry: Building Products
Janus International (JBI)
Market Price (2/22/2026): $7.205Market Cap: $1.0 BilSector: IndustrialsIndustry: Building Products
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
| Attractive cash flow generationCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 19%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 16% | Weak multi-year price returns2Y Excs Rtn is -90%, 3Y Excs Rtn is -102% | Weak revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is -11%, Rev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -2.6%, Rev Chg QQuarterly Revenue Change % is -4.7% |
| Valuation becoming less expensiveP/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is -26% | Key risksJBI key risks include [1] demand volatility driven by economic cycles and customer project deferrals in its key self-storage and commercial sectors, Show more. | |
| Attractive yieldFCF Yield is 14% | ||
| Low stock price volatilityVol 12M is 50% | ||
| Megatrend and thematic driversMegatrends include Smart Buildings & Proptech, Automation & Robotics, and E-commerce Logistics & Data Centers. Themes include IoT for Buildings, Show more. |
| Attractive cash flow generationCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 19%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 16% |
| Valuation becoming less expensiveP/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is -26% |
| Attractive yieldFCF Yield is 14% |
| Low stock price volatilityVol 12M is 50% |
| Megatrend and thematic driversMegatrends include Smart Buildings & Proptech, Automation & Robotics, and E-commerce Logistics & Data Centers. Themes include IoT for Buildings, Show more. |
| Weak multi-year price returns2Y Excs Rtn is -90%, 3Y Excs Rtn is -102% |
| Weak revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is -11%, Rev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -2.6%, Rev Chg QQuarterly Revenue Change % is -4.7% |
| Key risksJBI key risks include [1] demand volatility driven by economic cycles and customer project deferrals in its key self-storage and commercial sectors, Show more. |
Qualitative Assessment
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Janus International (JBI) stock has lost about 25% since 10/31/2025 because of the following key factors:
1. Janus International reported disappointing Third Quarter 2025 financial results on November 6, 2025, missing analyst expectations for both earnings per share (EPS) and revenue. The company's reported EPS of $0.16 fell short of the consensus estimate of $0.19, and quarterly revenue of $219.30 million was below analyst projections of approximately $225.72 million to $227.9 million. This performance led to a significant market reaction, with shares plunging over 28% on the day of the announcement.
2. The company further exacerbated investor concerns by lowering its full-year 2025 guidance following the Q3 results. Janus International reduced its adjusted EBITDA guidance to a range of $164-$170 million from the prior $175-$195 million, and narrowed its revenue guidance for the full year 2025. This downward revision, along with a significant drop in the Commercial and Other segment's revenue (down 20.1% year-over-year due to project timing issues and macroeconomic uncertainty), contributed to a bleak outlook and increased investor pessimism about future profitability.
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1. Janus International reported disappointing Third Quarter 2025 financial results on November 6, 2025, missing analyst expectations for both earnings per share (EPS) and revenue. The company's reported EPS of $0.16 fell short of the consensus estimate of $0.19, and quarterly revenue of $219.30 million was below analyst projections of approximately $225.72 million to $227.9 million. This performance led to a significant market reaction, with shares plunging over 28% on the day of the announcement.
2. The company further exacerbated investor concerns by lowering its full-year 2025 guidance following the Q3 results. Janus International reduced its adjusted EBITDA guidance to a range of $164-$170 million from the prior $175-$195 million, and narrowed its revenue guidance for the full year 2025. This downward revision, along with a significant drop in the Commercial and Other segment's revenue (down 20.1% year-over-year due to project timing issues and macroeconomic uncertainty), contributed to a bleak outlook and increased investor pessimism about future profitability.
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Stock Movement Drivers
Fundamental Drivers
The -24.9% change in JBI stock from 10/31/2025 to 2/21/2026 was primarily driven by a -30.7% change in the company's P/E Multiple.| (LTM values as of) | 10312025 | 2212026 | Change |
|---|---|---|---|
| Stock Price ($) | 9.60 | 7.21 | -24.9% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 900 | 889 | -1.2% |
| Net Income Margin (%) | 4.8% | 5.3% | 9.1% |
| P/E Multiple | 30.7 | 21.3 | -30.7% |
| Shares Outstanding (Mil) | 140 | 139 | 0.5% |
| Cumulative Contribution | -24.9% |
Market Drivers
10/31/2025 to 2/21/2026| Return | Correlation | |
|---|---|---|
| JBI | -24.9% | |
| Market (SPY) | 1.1% | 42.8% |
| Sector (XLI) | 14.3% | 42.6% |
Fundamental Drivers
The -15.9% change in JBI stock from 7/31/2025 to 2/21/2026 was primarily driven by a -10.4% change in the company's P/E Multiple.| (LTM values as of) | 7312025 | 2212026 | Change |
|---|---|---|---|
| Stock Price ($) | 8.57 | 7.21 | -15.9% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 920 | 889 | -3.4% |
| Net Income Margin (%) | 5.5% | 5.3% | -3.7% |
| P/E Multiple | 23.8 | 21.3 | -10.4% |
| Shares Outstanding (Mil) | 140 | 139 | 0.9% |
| Cumulative Contribution | -15.9% |
Market Drivers
7/31/2025 to 2/21/2026| Return | Correlation | |
|---|---|---|
| JBI | -15.9% | |
| Market (SPY) | 9.4% | 38.7% |
| Sector (XLI) | 17.1% | 41.2% |
Fundamental Drivers
The -13.0% change in JBI stock from 1/31/2025 to 2/21/2026 was primarily driven by a -50.2% change in the company's Net Income Margin (%).| (LTM values as of) | 1312025 | 2212026 | Change |
|---|---|---|---|
| Stock Price ($) | 8.29 | 7.21 | -13.0% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 997 | 889 | -10.8% |
| Net Income Margin (%) | 10.6% | 5.3% | -50.2% |
| P/E Multiple | 11.3 | 21.3 | 89.2% |
| Shares Outstanding (Mil) | 144 | 139 | 3.5% |
| Cumulative Contribution | -13.0% |
Market Drivers
1/31/2025 to 2/21/2026| Return | Correlation | |
|---|---|---|
| JBI | -13.0% | |
| Market (SPY) | 15.6% | 35.9% |
| Sector (XLI) | 29.4% | 38.3% |
Fundamental Drivers
The -34.5% change in JBI stock from 1/31/2023 to 2/21/2026 was primarily driven by a -42.8% change in the company's Net Income Margin (%).| (LTM values as of) | 1312023 | 2212026 | Change |
|---|---|---|---|
| Stock Price ($) | 11.00 | 7.21 | -34.5% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 975 | 889 | -8.9% |
| Net Income Margin (%) | 9.2% | 5.3% | -42.8% |
| P/E Multiple | 17.9 | 21.3 | 19.1% |
| Shares Outstanding (Mil) | 147 | 139 | 5.6% |
| Cumulative Contribution | -34.5% |
Market Drivers
1/31/2023 to 2/21/2026| Return | Correlation | |
|---|---|---|
| JBI | -34.5% | |
| Market (SPY) | 75.9% | 33.1% |
| Sector (XLI) | 81.6% | 38.1% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| JBI Return | -10% | -24% | 37% | -44% | -11% | 8% | -49% |
| Peers Return | 22% | -21% | 54% | -5% | -5% | 5% | 41% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 0% | 83% |
Monthly Win Rates [3] | |||||||
| JBI Win Rate | 43% | 50% | 50% | 42% | 42% | 100% | |
| Peers Win Rate | 52% | 38% | 57% | 48% | 53% | 70% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 50% | |
Max Drawdowns [4] | |||||||
| JBI Max Drawdown | -20% | -35% | -7% | -46% | -22% | 0% | |
| Peers Max Drawdown | -7% | -34% | -4% | -17% | -36% | -3% | |
| S&P 500 Max Drawdown | -1% | -25% | -1% | -2% | -15% | -1% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: NVT, ALLE, JELD, CXT, HLMN.
[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 2/20/2026 (YTD)
How Low Can It Go
| Event | JBI | S&P 500 |
|---|---|---|
| 2022 Inflation Shock | ||
| % Loss | -48.0% | -25.4% |
| % Gain to Breakeven | 92.4% | 34.1% |
| Time to Breakeven | Not Fully Recovered days | 464 days |
Compare to NVT, ALLE, JELD, CXT, HLMN
In The Past
Janus International's stock fell -48.0% during the 2022 Inflation Shock from a high on 9/3/2021. A -48.0% loss requires a 92.4% gain to breakeven.
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About Janus International (JBI)
Janus International Group, Inc. manufacturers, supplies, and provides turn-key self-storage, and commercial and industrial building solutions in North America and internationally. It offers roll up and swing doors, hallway systems, relocatable storage units, and facility and door automation technologies. The company also provides Noke smart entry system. Janus International Group, Inc. was founded in 2002 and is headquartered in Temple, Georgia.
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- The 'Assa Abloy' for self-storage doors and smart access technology.
- Like 'Otis Elevator' but for the specialized doors and interior systems of self-storage buildings.
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```html- Roll-up and Swing Doors: Manufactures and supplies a wide range of doors for self-storage, commercial, and industrial applications.
- Self-Storage Hallway Systems: Provides complete interior partition and hallway systems specifically designed for self-storage facilities.
- Access Control Solutions: Offers integrated security and smart-technology systems, including keypads, software, and remote monitoring for facility access.
- Automation & Gate Systems: Develops motor operators for doors and gates, alongside perimeter access control solutions to enhance security and operational efficiency.
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Janus International (JBI) - Major Customers
Janus International (JBI) operates primarily as a **business-to-business (B2B)** company, supplying building products and access solutions. According to Janus International's most recent 10-K filing (for the fiscal year ended December 31, 2023), **no single customer accounted for more than 10% of its consolidated net sales.** Therefore, it is not possible to identify specific "major customers" by name in terms of sales concentration to Janus International. However, Janus International serves distinct categories of business customers within the self-storage and broader commercial and industrial markets. These categories represent the primary types of companies that purchase Janus's products and services:-
Self-Storage Operators and Developers: These companies build, own, and manage self-storage facilities. They purchase Janus's self-storage doors, hallway systems, security systems, and other components for new construction and renovation projects.
Examples of large public companies in this sector that would typically be customers of suppliers like Janus (though not identified as major customers of JBI specifically):- Public Storage (symbol: PSA)
- Extra Space Storage (symbol: EXR)
- CubeSmart (symbol: CUBE)
- AMERCO (U-Haul) (symbol: UHAL)
- Commercial and Industrial Property Owners, Developers, and Contractors: This broad category includes businesses involved in the construction and management of commercial and industrial properties. They purchase Janus's rolling steel doors, commercial overhead doors, and security solutions for various applications outside of the self-storage sector.
- Dealers and Distributors: Janus also sells its products through a network of dealers and distributors who then resell to smaller contractors or end-users, expanding their market reach.
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Ramey Jackson, Chief Executive Officer and Director
Ramey Jackson has served as an executive director and Chief Executive Officer of Janus International since September 2019. He joined Janus in 2002, the year the company was founded. Prior to his tenure at Janus, Mr. Jackson was a sales executive for Doors and Building Components, Inc., and before that, a sales and marketing executive with Atlas Door and GA Power. He is an active board member of the Self-Storage Association. Janus International was backed by Clearlake Capital Group, L.P., and its founder sold a majority interest to a private equity firm in 2013, which then sold the company to Clearlake in 2018.
Anselm Wong, Executive Vice President and Chief Financial Officer
Anselm Wong serves as Executive Vice President and Chief Financial Officer of Janus. He joined Janus from General Electric (GE), where he was CFO of GE Digital. Previously, Mr. Wong was Vice President and Deputy CFO at Resideo Technologies (REZI), where he was responsible for building a finance organization in connection with its spin-off from Honeywell International (HON). He also held various finance leadership roles and CFO positions for some of Honeywell's largest business units during most of his career there.
Jason Williams, President, Janus International Group, LLC ("Janus Core")
Jason Williams was appointed President of Janus International Group, LLC ("Janus Core") in May 2025. In this role, he is responsible for the Janus Core strategy, including oversight of sales, marketing, financial performance, and product development. Mr. Williams joined Janus from Fortune Brands Innovations (FBIN), where he served as President of the Security business unit following the Yale and August acquisition from ASSA ABLOY. Before that, he was the President of Smart Residential for ASSA ABLOY, leading the business since its inception of its first smart lock in 2011.
Morgan Hodges, Executive Vice President
Morgan Hodges serves as Executive Vice President of Janus. Prior to joining the company, Mr. Hodges owned and operated a general contracting firm that constructed self-storage facilities. He brings over 25 years of experience in the self-storage industry.
Vic Nettie, Executive Vice President – Corporate Operations
Vic Nettie has been with Janus International since its inception. Before joining Janus, he was the Manufacturing/Operations Manager for Doors and Building Components, Inc. Mr. Nettie has extensive experience in the construction of self-storage facilities, having worked in various capacities since the late 1980s.
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The key risks to Janus International's (JBI) business include:
- Susceptibility to Economic Cycles and Fluctuations in Demand: Janus International's financial performance is highly vulnerable to economic cycles. The company has experienced revenue volatility due to macroeconomic uncertainty, interest rate environments, and customer project deferrals, particularly impacting demand in its self-storage and commercial industrial sectors.
- Raw Material Price Volatility and Supply Chain Disruptions: A significant risk for Janus International stems from the volatility of raw material prices, primarily steel coils, which are subject to global market trends and geopolitical challenges. Additionally, the company is exposed to supply chain disruptions and inflation, which can heighten risks to profitability and constrain future earnings expansion if rising costs cannot be recouped from customers.
- Intense Competition: Janus International operates in a highly competitive business environment. This competition can potentially lead to a loss of market share or reduced profitability if the company is unable to compete effectively.
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The emergence and growth of "on-demand" or "valet" storage services represent a clear emerging threat to Janus International. Companies like Clutter and MakeSpace offer a service where they pick up, store, and deliver customers' belongings on demand, removing the need for customers to rent and manage an individual self-storage unit at a traditional facility. This business model directly competes with the traditional self-storage market that constitutes a significant portion of Janus International's customer base, particularly for its doors, hallway systems, and smart entry solutions. If these on-demand services continue to gain market share, they could slow the expansion of new traditional self-storage facilities or reduce demand for existing units, thereby impacting the demand for Janus International's core building solutions and smart access technology within the traditional self-storage sector.
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Janus International (JBI) operates in several key addressable markets for its products and services:
Self-Storage Solutions
- The United States self-storage market was valued at approximately USD 45.41 billion in 2025 and is projected to reach USD 57.53 billion by 2030, growing at a Compound Annual Growth Rate (CAGR) of 4.85%. Other estimates place the U.S. market at around USD 44.50 billion in 2024, expected to reach USD 57.52 billion by 2034 with a CAGR of 2.60% from 2025 to 2034. Janus International holds a significant market share in this sector, serving over 50% of the market for interior building solutions and an 80% market share with institutional self-storage facilities.
Commercial and Industrial Doors (Roll-Up and Rolling Steel Doors)
- The U.S. commercial door market was valued at USD 9.73 billion in 2023 and is projected to reach USD 11.53 billion by 2029, with a CAGR of 2.86%.
- The North American industrial roll-up doors market was valued at approximately USD 600 million in 2023 and is expected to reach around USD 1 billion by 2032, growing at a CAGR of 5.5%. The broader North American roll-up doors market is projected to account for approximately USD 1.5 billion by 2035, with a CAGR of 5.1%.
- The global industrial door market was valued at USD 4.47 billion in 2025 and is projected to reach USD 7.35 billion by 2035, with a CAGR of 5.1%. North America and Europe collectively hold 47% of this market.
- The North America steel door market, which includes commercial and industrial applications, was valued at USD 4.4 billion in 2023 and is anticipated to reach USD 6.3 billion by 2032, with a CAGR of 4.1% between 2024 and 2032.
Facility Automation and Access Control Technologies
- The global access control market was estimated at USD 10.76 billion in 2024 and is projected to reach USD 17.30 billion by 2030, exhibiting a CAGR of 8.4%. North America held over 31% of the revenue share in this market in 2024.
- Specifically, the U.S. access control market size is estimated at USD 3.79 billion in 2025 and is forecast to reach USD 4.67 billion by 2030, with a CAGR of 4.29%. Another source indicates the U.S. Access Control market was valued at USD 4.03 billion in 2024 and is expected to expand to USD 10.3 billion by 2035, growing at a CAGR of 8.87% from 2025 to 2035.
- The global building automation and controls market, which includes security and access control, was valued at USD 100.14 billion in 2024 and is projected to reach USD 232.28 billion by 2033, registering a CAGR of 9.8%. North America is projected to reach USD 80 billion in this market by 2030, with a CAGR of 10.8%.
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Janus International Group (JBI) is expected to drive future revenue growth over the next 2-3 years through several key initiatives and market trends:
- International Market Expansion: The company's international segment has demonstrated significant growth, with a 32.9% increase in revenue in the third quarter of 2025, largely fueled by new construction projects. This growth in international markets, including a 58% increase in Q2 2025 due to normalizing demand, is a strong indicator of continued expansion opportunities outside of North America.
- Increasing Adoption of Noke Smart Entry System: Janus International's Noke Smart Entry system is gaining substantial traction, with 439,000 units installed by the end of Q3 2025, marking a 35.9% year-over-year increase. The positive reception of the new Noke Ion product, particularly among large institutional customers, positions this smart technology as a significant growth driver.
- Growth in the Restore, Rebuild & Replace (R3) Sales Channel: While growth in the R3 channel experienced some slowness in Q3 2025, it continues to benefit from door replacement and renovation activities. Management anticipated a shift in customer focus towards R3 projects in 2025, indicating an expected increase in revenue from these activities as market conditions evolve.
- Strategic Mergers and Acquisitions (M&A): Janus International's management has indicated a proactive approach to capital allocation, including the active evaluation of M&A opportunities. The company's strong financial profile and cash flow generation provide the flexibility to pursue strategic acquisitions that could expand its market reach, product offerings, or technological capabilities, thereby driving future revenue growth.
- New Construction in International Self-Storage Markets: Despite softness in the North American self-storage new construction market, the international segment has shown considerable strength in new construction. This regional divergence highlights international new construction in the self-storage sector as a key driver for overall revenue growth.
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Share Repurchases
- Janus International's Board of Directors expanded its share repurchase program by an additional $75 million on May 15, 2025, increasing the total authorization to $175 million (from a prior $100 million authorization).
- As of March 29, 2025, the company had repurchased approximately 7.8 million shares for a total cost of $83.7 million under the program.
- During Q3 2025, Janus repurchased 82,000 shares for $800,000, leaving $80.5 million remaining under the share repurchase authorization.
Share Issuance
- Janus International became a publicly traded company in June 2021 through a merger with a Special Purpose Acquisition Company (SPAC).
Outbound Investments
- The company made a payment for an equity method investment of $2.5 million in Q3 2025.
- The asset acquisition of TMC contributed $27.2 million to revenue for the full year 2024, indicating a significant outbound investment.
Capital Expenditures
- Capital expenditures were $6.7 million during Q3 2025, supporting ongoing innovation and expanded offerings.
- In Q1 2025, capital expenditures amounted to $6.4 million.
- The company expects capital expenditures to range between 2.0% and 2.5% of revenue for 2025.
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Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 30.52 |
| Mkt Cap | 2.4 |
| Rev LTM | 2,442 |
| Op Inc LTM | 185 |
| FCF LTM | 156 |
| FCF 3Y Avg | 172 |
| CFO LTM | 191 |
| CFO 3Y Avg | 205 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 6.1% |
| Rev Chg 3Y Avg | 5.0% |
| Rev Chg Q | 7.4% |
| QoQ Delta Rev Chg LTM | 1.8% |
| Op Mgn LTM | 14.3% |
| Op Mgn 3Y Avg | 17.5% |
| QoQ Delta Op Mgn LTM | 0.0% |
| CFO/Rev LTM | 13.7% |
| CFO/Rev 3Y Avg | 16.7% |
| FCF/Rev LTM | 11.1% |
| FCF/Rev 3Y Avg | 14.3% |
Valuation
| Median | |
|---|---|
| Name | |
| Mkt Cap | 2.4 |
| P/S | 1.5 |
| P/EBIT | 13.9 |
| P/E | 21.5 |
| P/CFO | 15.3 |
| Total Yield | 4.1% |
| Dividend Yield | 0.2% |
| FCF Yield 3Y Avg | 5.2% |
| D/E | 0.4 |
| Net D/E | 0.3 |
Returns
| Median | |
|---|---|
| Name | |
| 1M Rtn | -1.3% |
| 3M Rtn | 3.0% |
| 6M Rtn | -14.2% |
| 12M Rtn | -8.4% |
| 3Y Rtn | 17.1% |
| 1M Excs Rtn | -1.9% |
| 3M Excs Rtn | 7.3% |
| 6M Excs Rtn | -18.3% |
| 12M Excs Rtn | -23.7% |
| 3Y Excs Rtn | -53.3% |
Price Behavior
Price Behavior
| Market Price | $7.21 | |
| Market Cap ($ Bil) | 1.0 | |
| First Trading Date | 06/08/2021 | |
| Distance from 52W High | -32.5% | |
| 50 Days | 200 Days | |
| DMA Price | $6.91 | $8.32 |
| DMA Trend | indeterminate | indeterminate |
| Distance from DMA | 4.4% | -13.3% |
| 3M | 1YR | |
| Volatility | 33.7% | 50.1% |
| Downside Capture | 97.01 | 144.54 |
| Upside Capture | 184.70 | 115.00 |
| Correlation (SPY) | 59.4% | 35.4% |
JBI Betas & Captures as of 1/31/2026
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 2.24 | 1.92 | 2.22 | 1.78 | 0.91 | 0.96 |
| Up Beta | 2.94 | 3.26 | 1.16 | 1.84 | 0.46 | 0.69 |
| Down Beta | 2.37 | 1.92 | 3.10 | 2.73 | 0.94 | 0.78 |
| Up Capture | 222% | 229% | 101% | 82% | 125% | 101% |
| Bmk +ve Days | 11 | 22 | 34 | 71 | 142 | 430 |
| Stock +ve Days | 11 | 21 | 27 | 56 | 115 | 375 |
| Down Capture | 169% | 106% | 275% | 175% | 130% | 108% |
| Bmk -ve Days | 9 | 19 | 27 | 54 | 109 | 321 |
| Stock -ve Days | 9 | 19 | 33 | 68 | 130 | 360 |
[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 JBI | |
|---|---|---|---|---|
| JBI | -10.0% | 50.1% | -0.03 | - |
| Sector ETF (XLI) | 29.2% | 19.2% | 1.20 | 38.3% |
| Equity (SPY) | 13.5% | 19.4% | 0.53 | 35.5% |
| Gold (GLD) | 74.5% | 25.6% | 2.15 | -4.5% |
| Commodities (DBC) | 7.2% | 16.9% | 0.25 | 2.3% |
| Real Estate (VNQ) | 7.1% | 16.7% | 0.24 | 33.5% |
| Bitcoin (BTCUSD) | -29.7% | 44.9% | -0.65 | 23.4% |
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Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with JBI | |
|---|---|---|---|---|
| JBI | -11.9% | 46.3% | -0.13 | - |
| Sector ETF (XLI) | 16.1% | 17.2% | 0.76 | 42.4% |
| Equity (SPY) | 13.4% | 17.0% | 0.62 | 41.3% |
| Gold (GLD) | 22.6% | 17.1% | 1.08 | -0.1% |
| Commodities (DBC) | 10.9% | 19.0% | 0.46 | 8.4% |
| Real Estate (VNQ) | 5.0% | 18.8% | 0.17 | 37.0% |
| Bitcoin (BTCUSD) | 7.4% | 57.1% | 0.35 | 21.8% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with JBI | |
|---|---|---|---|---|
| JBI | -6.2% | 46.3% | -0.13 | - |
| Sector ETF (XLI) | 15.8% | 19.8% | 0.70 | 42.4% |
| Equity (SPY) | 16.1% | 17.9% | 0.77 | 41.3% |
| Gold (GLD) | 14.8% | 15.6% | 0.79 | -0.1% |
| Commodities (DBC) | 8.6% | 17.6% | 0.40 | 8.4% |
| Real Estate (VNQ) | 7.0% | 20.7% | 0.30 | 37.0% |
| Bitcoin (BTCUSD) | 68.0% | 66.7% | 1.07 | 21.8% |
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 |
| 11/6/2025 | -25.7% | -32.8% | -34.1% |
| 8/7/2025 | 13.4% | 23.0% | 19.5% |
| 5/8/2025 | 10.2% | 17.8% | 14.5% |
| 2/26/2025 | 13.0% | -1.7% | -3.8% |
| 10/29/2024 | -29.8% | -31.7% | -28.6% |
| 8/7/2024 | -15.3% | -20.1% | -21.6% |
| 5/9/2024 | 4.2% | 7.1% | -3.4% |
| 2/28/2024 | -5.2% | -2.1% | 2.3% |
| ... | |||
| SUMMARY STATS | |||
| # Positive | 9 | 7 | 6 |
| # Negative | 7 | 9 | 10 |
| Median Positive | 6.8% | 13.0% | 10.7% |
| Median Negative | -12.9% | -5.4% | -9.6% |
| Max Positive | 18.7% | 25.9% | 24.3% |
| Max Negative | -29.8% | -32.8% | -34.1% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 09/30/2025 | 11/06/2025 | 10-Q |
| 06/30/2025 | 08/07/2025 | 10-Q |
| 03/31/2025 | 05/08/2025 | 10-Q |
| 12/31/2024 | 02/26/2025 | 10-K |
| 09/30/2024 | 11/01/2024 | 10-Q |
| 06/30/2024 | 08/07/2024 | 10-Q |
| 03/31/2024 | 05/09/2024 | 10-Q |
| 12/31/2023 | 02/28/2024 | 10-K |
| 09/30/2023 | 11/06/2023 | 10-Q |
| 06/30/2023 | 08/10/2023 | 10-Q |
| 03/31/2023 | 05/11/2023 | 10-Q |
| 12/31/2022 | 03/29/2023 | 10-K |
| 09/30/2022 | 11/10/2022 | 10-Q |
| 06/30/2022 | 08/16/2022 | 10-Q |
| 03/31/2022 | 05/17/2022 | 10-Q |
| 12/31/2021 | 03/15/2022 | 10-K |
Insider Activity
Expand for More| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Castillo, Rebecca | VP, Human Resources | Direct | Sell | 2042025 | 9.44 | 340 | 3,210 | 280,104 | 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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