JELD-WEN (JELD)
Market Price (5/30/2026): $2.01 | Market Cap: $172.5 MilSector: Industrials | Industry: Building Products
JELD-WEN (JELD)
Market Price (5/30/2026): $2.01Market Cap: $172.5 MilSector: IndustrialsIndustry: Building Products
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
Megatrend and thematic driversMegatrends include Sustainable & Green Buildings, and Sustainable Resource Management. Themes include Energy Efficient Building Materials, and Green Building Materials. | Weak multi-year price returns2Y Excs Rtn is -130%, 3Y Excs Rtn is -168% Meaningful short interestShort Interest % of Basic SharesShort Interest % of Basic Shares = (Short Interest Quantity) / (Basic Shares Outstanding). A high fraction of short interest can indicate potential risk of a short squeeze. is 12% | Not profitable at operating income levelOp Inc LTMOperating Income, Last Twelve Months is -60 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -1.9% Debt is significantNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 732% Weak revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is -12%, Rev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -12%, Rev Chg QQuarterly Revenue Change % is -6.9% Not cash flow generativeFCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -4.2% 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 -278% Key risksJELD key risks include [1] declining profitability, Show more. |
| Megatrend and thematic driversMegatrends include Sustainable & Green Buildings, and Sustainable Resource Management. Themes include Energy Efficient Building Materials, and Green Building Materials. |
| Weak multi-year price returns2Y Excs Rtn is -130%, 3Y Excs Rtn is -168% |
| Meaningful short interestShort Interest % of Basic SharesShort Interest % of Basic Shares = (Short Interest Quantity) / (Basic Shares Outstanding). A high fraction of short interest can indicate potential risk of a short squeeze. is 12% |
| Not profitable at operating income levelOp Inc LTMOperating Income, Last Twelve Months is -60 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -1.9% |
| Debt is significantNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 732% |
| Weak revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is -12%, Rev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -12%, Rev Chg QQuarterly Revenue Change % is -6.9% |
| Not cash flow generativeFCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -4.2% |
| 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 -278% |
| Key risksJELD key risks include [1] declining profitability, Show more. |
Qualitative Assessment
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Updated on 5/28/2026
JELD-WEN (JELD) stock has lost about 20% since 1/31/2026 because of the following key factors:
1. Significant Miss in Q1 2026 Earnings and Weak Profitability.
JELD-WEN reported a diluted earnings per share (EPS) of -$0.50 for Q1 2026, substantially missing analysts' expectations of -$0.29 by 72.41%. Net revenues for the quarter decreased 6.9% year-over-year to $722.1 million, and Adjusted EBITDA plunged 72% to just $6.1 million compared to $21.9 million in the same quarter last year. This poor performance directly impacted investor confidence.
2. Persistent Decline in Core Revenues Driven by Volume/Mix Challenges.
The company experienced continued weakness in its core business, with Q1 2026 core revenues decreasing by 10%, primarily due to a 10% decline in volume/mix. This trend was also evident in Q4 2025, where core revenues decreased by 8% due to lower volume. JELD-WEN's outlook for 2026 anticipates further low-to-mid single-digit volume declines in North America's new construction and repair/remodel segments, reflecting a challenging demand environment in its key markets.
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JELD-WEN (JELD) stock has lost about 20% since 1/31/2026 because of the following key factors:
1. Significant Miss in Q1 2026 Earnings and Weak Profitability.
JELD-WEN reported a diluted earnings per share (EPS) of -$0.50 for Q1 2026, substantially missing analysts' expectations of -$0.29 by 72.41%. Net revenues for the quarter decreased 6.9% year-over-year to $722.1 million, and Adjusted EBITDA plunged 72% to just $6.1 million compared to $21.9 million in the same quarter last year. This poor performance directly impacted investor confidence.
2. Persistent Decline in Core Revenues Driven by Volume/Mix Challenges.
The company experienced continued weakness in its core business, with Q1 2026 core revenues decreasing by 10%, primarily due to a 10% decline in volume/mix. This trend was also evident in Q4 2025, where core revenues decreased by 8% due to lower volume. JELD-WEN's outlook for 2026 anticipates further low-to-mid single-digit volume declines in North America's new construction and repair/remodel segments, reflecting a challenging demand environment in its key markets.
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Stock Movement Drivers
Fundamental Drivers
The -20.6% change in JELD stock from 1/31/2026 to 5/29/2026 was primarily driven by a -16.5% change in the company's P/S Multiple.| (LTM values as of) | 1312026 | 5292026 | Change |
|---|---|---|---|
| Stock Price ($) | 2.72 | 2.16 | -20.6% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 3,305 | 3,157 | -4.5% |
| P/S Multiple | 0.1 | 0.1 | -16.5% |
| Shares Outstanding (Mil) | 85 | 86 | -0.5% |
| Cumulative Contribution | -20.6% |
Market Drivers
1/31/2026 to 5/29/2026| Return | Correlation | |
|---|---|---|
| JELD | -20.6% | |
| Market (SPY) | 9.6% | 42.8% |
| Sector (XLI) | 4.9% | 33.1% |
Fundamental Drivers
The -50.2% change in JELD stock from 10/31/2025 to 5/29/2026 was primarily driven by a -45.6% change in the company's P/S Multiple.| (LTM values as of) | 10312025 | 5292026 | Change |
|---|---|---|---|
| Stock Price ($) | 4.34 | 2.16 | -50.2% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 3,430 | 3,157 | -8.0% |
| P/S Multiple | 0.1 | 0.1 | -45.6% |
| Shares Outstanding (Mil) | 85 | 86 | -0.6% |
| Cumulative Contribution | -50.2% |
Market Drivers
10/31/2025 to 5/29/2026| Return | Correlation | |
|---|---|---|
| JELD | -50.2% | |
| Market (SPY) | 11.5% | 38.6% |
| Sector (XLI) | 12.4% | 35.1% |
Fundamental Drivers
The -60.9% change in JELD stock from 4/30/2025 to 5/29/2026 was primarily driven by a -52.5% change in the company's P/S Multiple.| (LTM values as of) | 4302025 | 5292026 | Change |
|---|---|---|---|
| Stock Price ($) | 5.52 | 2.16 | -60.9% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 3,776 | 3,157 | -16.4% |
| P/S Multiple | 0.1 | 0.1 | -52.5% |
| Shares Outstanding (Mil) | 85 | 86 | -1.4% |
| Cumulative Contribution | -60.9% |
Market Drivers
4/30/2025 to 5/29/2026| Return | Correlation | |
|---|---|---|
| JELD | -60.9% | |
| Market (SPY) | 38.0% | 38.5% |
| Sector (XLI) | 33.7% | 36.8% |
Fundamental Drivers
The -83.1% change in JELD stock from 4/30/2023 to 5/29/2026 was primarily driven by a -74.5% change in the company's P/S Multiple.| (LTM values as of) | 4302023 | 5292026 | Change |
|---|---|---|---|
| Stock Price ($) | 12.78 | 2.16 | -83.1% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 4,669 | 3,157 | -32.4% |
| P/S Multiple | 0.2 | 0.1 | -74.5% |
| Shares Outstanding (Mil) | 84 | 86 | -1.9% |
| Cumulative Contribution | -83.1% |
Market Drivers
4/30/2023 to 5/29/2026| Return | Correlation | |
|---|---|---|
| JELD | -83.1% | |
| Market (SPY) | 89.0% | 29.5% |
| Sector (XLI) | 81.1% | 35.9% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| JELD Return | 4% | -63% | 96% | -57% | -70% | -14% | -92% |
| Peers Return | 101% | -12% | 76% | 12% | -28% | -11% | 123% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 10% | 101% |
Monthly Win Rates [3] | |||||||
| JELD Win Rate | 58% | 25% | 67% | 25% | 42% | 60% | |
| Peers Win Rate | 57% | 42% | 60% | 57% | 37% | 40% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 60% | |
Max Drawdowns [4] | |||||||
| JELD Max Drawdown | -25% | -69% | -40% | -62% | -82% | -70% | |
| Peers Max Drawdown | -26% | -38% | -30% | -26% | -41% | -37% | |
| S&P 500 Max Drawdown | -5% | -25% | -10% | -8% | -19% | -9% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: OC, FBIN, BLDR, TGLS, UFPI.
[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 5/29/2026 (YTD)
How Low Can It Go
| Event | JELD | S&P 500 |
|---|---|---|
| 2025 US Tariff Shock | ||
| % Loss | -43.1% | -18.8% |
| % Gain to Breakeven | 75.9% | 23.1% |
| Time to Breakeven | 82 days | 79 days |
| Summer-Fall 2023 Five Percent Yield Shock | ||
| % Loss | -36.2% | -9.5% |
| % Gain to Breakeven | 56.7% | 10.5% |
| Time to Breakeven | 49 days | 24 days |
| 2023 SVB Regional Banking Crisis | ||
| % Loss | -15.6% | -6.7% |
| % Gain to Breakeven | 18.5% | 7.1% |
| Time to Breakeven | 33 days | 31 days |
| 2020 COVID-19 Crash | ||
| % Loss | -67.1% | -33.7% |
| % Gain to Breakeven | 203.6% | 50.9% |
| Time to Breakeven | 140 days | 140 days |
| Q4 2018 Fed Policy Error / Growth Scare | ||
| % Loss | -45.4% | -19.2% |
| % Gain to Breakeven | 83.3% | 23.8% |
| Time to Breakeven | 378 days | 105 days |
In The Past
JELD-WEN's stock fell -43.1% during the 2025 US Tariff Shock. Such a loss loss requires a 75.9% gain to breakeven.
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| Event | JELD | S&P 500 |
|---|---|---|
| 2025 US Tariff Shock | ||
| % Loss | -43.1% | -18.8% |
| % Gain to Breakeven | 75.9% | 23.1% |
| Time to Breakeven | 82 days | 79 days |
| Summer-Fall 2023 Five Percent Yield Shock | ||
| % Loss | -36.2% | -9.5% |
| % Gain to Breakeven | 56.7% | 10.5% |
| Time to Breakeven | 49 days | 24 days |
| 2020 COVID-19 Crash | ||
| % Loss | -67.1% | -33.7% |
| % Gain to Breakeven | 203.6% | 50.9% |
| Time to Breakeven | 140 days | 140 days |
| Q4 2018 Fed Policy Error / Growth Scare | ||
| % Loss | -45.4% | -19.2% |
| % Gain to Breakeven | 83.3% | 23.8% |
| Time to Breakeven | 378 days | 105 days |
In The Past
JELD-WEN's stock fell -43.1% during the 2025 US Tariff Shock. Such a loss loss requires a 75.9% gain to breakeven.
Preserve Wealth
Limiting losses and compounding gains is essential to preserving wealth.
Asset Allocation
Actively managed asset allocation strategies protect wealth. Learn more.
About JELD-WEN (JELD)
JELD-WEN Holding, Inc. designs, manufactures, and sells doors and windows primarily in North America, Europe, and Australasia. The company offers a line of residential interior and exterior door products, including patio doors, and folding or sliding wall systems; non-residential doors; and wood, vinyl, aluminum, and wood composite windows. It also provides other ancillary products and services, such as shower enclosures and wardrobes, moldings, trim boards, lumber, cutstocks, glasses, staircases, hardware and locks, cabinets, and screens, as well as molded door skins, and miscellaneous installation and other services. The company markets its products under the JELD-WEN, Swedoor, DANA, Corinthian, Stegbar, LaCantina, VPI, and Breezway brands. It serves wholesale distributors and retailers, as well as individual contractors and consumers. The company was founded in 1960 and is headquartered in Charlotte, North Carolina.
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Here are 1-3 brief analogies to describe JELD-WEN:
- Like Owens Corning for doors and windows, as JELD-WEN is a major manufacturer of essential building components.
- A manufacturer of essential home infrastructure, similar to how Kohler manufactures fixtures and fittings, but JELD-WEN focuses on doors and windows.
- The 'Whirlpool' of architectural openings, manufacturing essential items like doors and windows for homes and buildings.
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- Residential and Non-Residential Doors: The company offers a line of residential interior and exterior door products, including patio doors and folding or sliding wall systems, as well as non-residential doors.
- Windows: JELD-WEN manufactures and sells windows made from wood, vinyl, aluminum, and wood composite materials.
- Shower Enclosures and Wardrobes: These are ancillary finished products for bathrooms and storage solutions.
- Moldings and Trim Boards: Building components used for decorative and functional finishing.
- Lumber and Cutstocks: Raw or pre-cut wood materials supplied for construction and manufacturing.
- Glasses: Glass components used in their products or for other applications.
- Staircases: Structural components for residential and commercial buildings.
- Hardware and Locks: Accessories essential for securing and operating doors, windows, and cabinets.
- Cabinets: Storage furniture offered for various applications.
- Screens: Mesh barriers designed for windows and doors.
- Molded Door Skins: Components used in the manufacturing of doors.
- Installation and Other Services: Miscellaneous services provided, likely related to the installation or support of their products.
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William (Bill) Christensen Chief Executive Officer Bill Christensen joined JELD-WEN in April 2022 as Executive Vice President and President, Europe, before being named Chief Executive Officer in December 2022. He possesses over 25 years of multinational business leadership experience, with a background in driving business and cultural transformations within the manufacturing sector. Prior to JELD-WEN, he served as CEO and group executive board chair at REHAU AG from 2018 to 2021, where he orchestrated a multi-million-dollar transformation that involved restructuring, divesting non-core businesses, and optimizing production assets. Before REHAU AG, he was the CEO of AFG Holding, a Swiss-based global building products manufacturer, from 2014 to 2015. He also spent a decade at Geberit International AG, holding various executive positions, including group executive board member and head of international sales, and president and CEO of The Chicago Faucets Company. His career began at J.P. Morgan Securities. Samantha L. Stoddard Executive Vice President, Chief Financial Officer Samantha L. Stoddard is set to become JELD-WEN's Executive Vice President and Chief Financial Officer, effective July 1, 2024. She joined JELD-WEN in 2020 as Vice President of Finance for North America operations. Before her tenure at JELD-WEN, Stoddard was the CFO for the personal protection equipment business unit at Honeywell. Her extensive finance career also includes executive roles at Industrial Timber, LLC, TEOCO, Penson Financial Services, Inc., and Flagship Capital Partners, LLC. Jas Hayes Executive Vice President, General Counsel and Corporate Secretary Jas Hayes joined JELD-WEN in 2018 as Vice President, Deputy General Counsel, and advanced to Senior Vice President, Deputy General Counsel and Corporate Secretary in 2022, before assuming his current role in 2023. He brings over 20 years of legal experience as in-house counsel for publicly traded global companies. Before JELD-WEN, he worked at Axalta Coating Systems as Assistant General Counsel for corporate and global operations and served as the North America General Counsel and Chief Compliance Officer. He also spent 11 years at Ricoh USA, Inc. (formerly IKON Office Solutions), where he ultimately served as Vice President and Associate General Counsel. Hayes began his legal career at the law firm Morgan Lewis & Bockius and served for more than eight years in the Pennsylvania Army National Guard. Rachael B. Elliott Executive Vice President, JELD-WEN North America Rachael B. Elliott is appointed as the Executive Vice President for JELD-WEN North America, with her role effective starting October 20, 2025. She brings more than two decades of leadership experience across manufacturing, e-commerce, and supply chain management. Prior to joining JELD-WEN, she served as the Senior Vice President of Manufacturing Operations at Ashley Furniture Industries. Her career also includes various leadership positions at Masonite, Amazon, Walmart, Boral Industries, Georgia Pacific Corporation, and the United States Government. Wendy Livingston Executive Vice President, Chief Human Resources Officer Wendy Livingston became JELD-WEN's Executive Vice President and Chief Human Resources Officer in June 2023. Before joining JELD-WEN, she held the position of Chief People Officer at Spreetail, a privately held multinational e-commerce company. Prior to Spreetail, Livingston was the Senior Vice President and Chief Human Resources Officer at Harsco, a publicly traded environmental services company. She also had a significant tenure of over 20 years at The Boeing Company, where she held various roles of increasing responsibility, including Vice President, Corporate Human Resources, and Vice President, Talent & Leadership Development, having started her career in finance at Boeing.AI Analysis | Feedback
The key risks to JELD-WEN's business include:- Macroeconomic Weakness and Demand Volatility: JELD-WEN's performance is significantly impacted by economic downturns, elevated interest rates, and declining consumer confidence, which directly reduce demand for new construction and repair/remodel projects. This has led to substantial revenue declines and net losses for the company.
- High Debt Burden and Financial Performance: The company is facing significant financial challenges, including a high debt-to-equity ratio and consistent net losses, indicating a high level of leverage and financial instability.
- Raw Material and Energy Cost Volatility & Supply Chain Disruptions: JELD-WEN is exposed to increased costs for labor, raw materials, and energy, alongside potential supply chain disruptions. These factors directly affect the company's operational efficiency and profitability.
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JELD-WEN Holding, Inc. operates in the doors and windows markets across North America, Europe, and Australasia. The addressable market sizes for their main products and services in these regions are as follows:
North America
- The North American doors market was valued at approximately USD 41.01 billion in 2025.
- Specifically, the North America residential door market was valued at USD 10.11 billion in 2025.
- The U.S. commercial doors market was valued at USD 9.73 billion in 2023.
- For windows and doors combined, the North America market size was estimated at USD 64.08 billion in 2023 and is projected to reach USD 83.22 billion by 2029.
- The North America energy-efficient windows market was estimated at USD 9.5 billion in 2024.
- The North America vinyl windows market was valued at USD 9.56 billion in 2024.
Europe
- The European doors market was valued at approximately US$ 33.85 billion in 2023. It is projected to reach US$ 44.61 billion by 2032.
- The European interior doors market was valued at USD 7.27 billion in 2024. Another estimate places the Europe interior doors market at $12.6 billion in 2020, expected to reach $19.4 billion by 2030.
- The Europe windows and doors market size was calculated to be USD 59.09 billion in 2024 and is anticipated to be worth USD 82.15 billion by 2033.
- The Europe vinyl windows market was valued at USD 7.72 billion in 2024.
Australasia (Australia)
- The Australia doors market size reached USD 3.0 billion in 2024 and is expected to reach USD 4.8 billion by 2033.
- The Australia doors and windows market size is valued at AUD 5.73 billion in 2024 (or AUD 5.73 billion in 2025) and is projected to grow to AUD 8.90 billion by 2034. Another estimate values the market at AUD 5.99 billion in 2025, projected to reach AUD 9.30 billion by 2035.
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JELD-WEN Holding, Inc. (JELD) anticipates several key drivers for future revenue growth over the next 2-3 years, despite facing near-term market headwinds. These drivers primarily hinge on a recovery in its core markets and the successful execution of its strategic initiatives:
- Recovery in Residential Construction and Repair & Remodeling Markets: JELD-WEN's long-term outlook remains positive for the underlying fundamentals of the North American and European housing markets. A rebound in new residential construction and repair and remodeling activities in these regions is expected to be a primary driver of increased demand for the company's doors and windows, leading to future revenue growth.
- Strategic Transformation and Operational Improvements: The company is actively engaged in a "transformation journey" focused on enhancing operational efficiency, streamlining its manufacturing footprint, and reducing costs. These strategic actions are designed to improve JELD-WEN's financial performance and strengthen its market position, enabling it to capitalize on improved market conditions and drive future revenue growth.
- Disciplined Pricing Strategies: JELD-WEN has historically demonstrated an ability to achieve positive price realization in certain segments, such as in Europe and North America in 2023. The company emphasizes a disciplined approach to pricing, even amid soft demand, which is expected to continue contributing to revenue management and growth as market conditions improve.
- Potential Benefits from Strategic Portfolio Review: JELD-WEN is undertaking a strategic review of its European segment. While the immediate impact and specific outcomes are not yet fully defined, such a review could lead to strategic adjustments, investments, or divestitures that ultimately optimize the company's portfolio, unlock new growth opportunities, or enhance the overall revenue contribution from its international operations.
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Share Repurchases
- JELD-WEN announced its intention to repurchase 800,000 shares of its common stock in March 2021, in connection with a secondary offering by selling shareholders.
- In August 2021, the company announced its intent to repurchase approximately $200,000,000 of its common stock as part of a secondary offering by selling shareholders.
Share Issuance
- In March 2021, selling shareholders offered 7,000,000 shares of JELD-WEN's common stock, but JELD-WEN was not selling any shares and did not receive any proceeds from this offering.
- In August 2021, selling shareholders offered 14,883,094 shares of JELD-WEN's common stock for sale; the company did not sell any shares and did not receive proceeds from this offering.
Outbound Investments
- In January 2025, JELD-WEN completed the court-ordered divestiture of its Towanda, Pennsylvania facility to Woodgrain Inc. for approximately $115 million.
- In November 2025, JELD-WEN initiated a comprehensive review of strategic alternatives for its Europe business, which constituted approximately 28% of its global revenue in 2024.
Capital Expenditures
- Capital expenditures in the year ended December 31, 2025, decreased to $135.9 million from $173.7 million in the year ended December 31, 2024.
- For the full year 2026, JELD-WEN expects capital expenditures to be approximately $100 million.
- The focus of capital expenditures includes embedding a new operating system across North America and driving sustainable execution improvements.
Latest Trefis Analyses
| Title | Date | |
|---|---|---|
| DASHBOARDS | ||
| JELD-WEN Earnings Notes | 12/16/2025 | |
| With JELD-WEN Stock Surging, Have You Considered The Downside? | 10/17/2025 | |
| JELD-WEN Stock Jumps 52% In A Month, Now Is Not The Time To Buy The Stock | 05/16/2025 | |
| JELD-WEN (JELD) Valuation Ratios Comparison | 05/15/2025 |
| Title | |
|---|---|
| ARTICLES |
Trade Ideas
Select ideas related to JELD.
| Date | Ticker | Company | Category | Trade Strategy | 6M Fwd Rtn | 12M Fwd Rtn | 12M Max DD |
|---|---|---|---|---|---|---|---|
| 04302026 | GEO | GEO | Dip Buy | DB | P/E OPMDip Buy with Low PE and High MarginBuying dips for companies with tame PE and meaningfully high operating margin | 0.0% | 0.0% | 0.0% |
| 04302026 | RUN | Sunrun | Special | Short Squeeze PotentialShort Squeeze PotentialHas potential for a short squeeze. High short interest, rising short interest and high debt. | 0.0% | 0.0% | 0.0% |
| 04172026 | RSG | Republic Services | Monopoly | MY | Getting CheaperMonopoly-Like with P/S DeclineLarge cap with monopoly-like margins or cash flow generation and getting cheaper based on P/S multiple | 0.8% | 0.8% | -1.1% |
| 04102026 | VRSK | Verisk Analytics | Dip Buy | DB | FCFY OPMDip Buy with High FCF Yield and High MarginBuying dips for companies with high FCF yield and meaningfully high operating margin | 12.3% | 12.3% | 0.0% |
| 04102026 | UHAL | U-Haul | Monopoly | MY | Getting CheaperMonopoly-Like with P/S DeclineLarge cap with monopoly-like margins or cash flow generation and getting cheaper based on P/S multiple | 0.3% | 0.3% | -1.0% |
| 03312022 | JELD | JELD-WEN | 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 | -56.5% | -37.6% | -58.1% |
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Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 59.68 |
| Mkt Cap | 4.5 |
| Rev LTM | 5,314 |
| Op Inc LTM | 451 |
| FCF LTM | 320 |
| FCF 3Y Avg | 476 |
| CFO LTM | 497 |
| CFO 3Y Avg | 681 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | -5.7% |
| Rev Chg 3Y Avg | -6.0% |
| Rev Chg Q | -7.7% |
| QoQ Delta Rev Chg LTM | -1.9% |
| Op Inc Chg LTM | -23.0% |
| Op Inc Chg 3Y Avg | -18.1% |
| Op Mgn LTM | 9.1% |
| Op Mgn 3Y Avg | 11.4% |
| QoQ Delta Op Mgn LTM | -1.1% |
| CFO/Rev LTM | 9.2% |
| CFO/Rev 3Y Avg | 12.5% |
| FCF/Rev LTM | 5.3% |
| FCF/Rev 3Y Avg | 7.2% |
Valuation
| Median | |
|---|---|
| Name | |
| Mkt Cap | 4.5 |
| P/S | 0.9 |
| P/Op Inc | 8.5 |
| P/EBIT | 10.8 |
| P/E | 14.7 |
| P/CFO | 7.6 |
| Total Yield | 5.7% |
| Dividend Yield | 1.6% |
| FCF Yield 3Y Avg | 6.9% |
| D/E | 0.6 |
| Net D/E | 0.6 |
Returns
| Median | |
|---|---|
| Name | |
| 1M Rtn | -0.6% |
| 3M Rtn | -13.1% |
| 6M Rtn | -16.0% |
| 12M Rtn | -26.0% |
| 3Y Rtn | -15.0% |
| 1M Excs Rtn | -6.9% |
| 3M Excs Rtn | -23.2% |
| 6M Excs Rtn | -26.1% |
| 12M Excs Rtn | -53.4% |
| 3Y Excs Rtn | -97.8% |
Price Behavior
Price Behavior
| Market Price | $2.16 | |
| Market Cap ($ Bil) | 0.2 | |
| First Trading Date | 01/27/2017 | |
| Distance from 52W High | -68.0% | |
| 50 Days | 200 Days | |
| DMA Price | $1.40 | $3.02 |
| DMA Trend | down | down |
| Distance from DMA | 54.0% | -28.5% |
| 3M | 1YR | |
| Volatility | 101.3% | 92.1% |
| Downside Capture | 396.10 | 335.28 |
| Upside Capture | 289.39 | 168.46 |
| Correlation (SPY) | 47.7% | 37.1% |
JELD Betas & Captures as of 4/30/2026
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 4.47 | 3.21 | 2.89 | 2.98 | 2.86 | 1.38 |
| Up Beta | 4.27 | 4.04 | 4.56 | 3.65 | 3.29 | 1.36 |
| Down Beta | 22.17 | 2.53 | 4.10 | 3.66 | 3.54 | 1.12 |
| Up Capture | 325% | 197% | 49% | 95% | 127% | 73% |
| Bmk +ve Days | 15 | 22 | 31 | 66 | 141 | 428 |
| Stock +ve Days | 11 | 18 | 26 | 46 | 102 | 343 |
| Down Capture | 444% | 342% | 265% | 248% | 199% | 112% |
| Bmk -ve Days | 4 | 18 | 30 | 56 | 108 | 321 |
| Stock -ve Days | 10 | 23 | 36 | 71 | 139 | 395 |
[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 JELD | |
|---|---|---|---|---|
| JELD | -34.2% | 92.1% | -0.04 | - |
| Sector ETF (XLI) | 23.1% | 15.3% | 1.15 | 35.4% |
| Equity (SPY) | 30.3% | 11.8% | 1.94 | 37.0% |
| Gold (GLD) | 37.5% | 26.7% | 1.17 | 9.5% |
| Commodities (DBC) | 39.6% | 18.8% | 1.63 | -12.5% |
| Real Estate (VNQ) | 12.5% | 13.1% | 0.64 | 32.4% |
| Bitcoin (BTCUSD) | -31.8% | 41.6% | -0.81 | 13.8% |
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Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with JELD | |
|---|---|---|---|---|
| JELD | -39.1% | 64.8% | -0.49 | - |
| Sector ETF (XLI) | 12.7% | 17.4% | 0.57 | 44.1% |
| Equity (SPY) | 14.3% | 17.0% | 0.66 | 39.6% |
| Gold (GLD) | 18.8% | 18.0% | 0.85 | 7.5% |
| Commodities (DBC) | 10.2% | 19.4% | 0.41 | 2.0% |
| Real Estate (VNQ) | 3.4% | 18.8% | 0.08 | 39.5% |
| Bitcoin (BTCUSD) | 14.6% | 54.6% | 0.46 | 18.0% |
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Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with JELD | |
|---|---|---|---|---|
| JELD | -21.6% | 61.1% | -0.16 | - |
| Sector ETF (XLI) | 14.2% | 20.0% | 0.63 | 52.5% |
| Equity (SPY) | 15.9% | 17.9% | 0.76 | 48.0% |
| Gold (GLD) | 13.3% | 16.0% | 0.69 | 7.4% |
| Commodities (DBC) | 7.3% | 17.9% | 0.33 | 13.2% |
| Real Estate (VNQ) | 5.7% | 20.7% | 0.24 | 46.0% |
| Bitcoin (BTCUSD) | 67.0% | 66.9% | 1.06 | 16.1% |
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Returns Analyses
Earnings Returns History
Updated 5/29/2026| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 5/4/2026 | 18.0% | 15.8% | |
| 2/17/2026 | 17.1% | -3.3% | -37.1% |
| 11/3/2025 | -30.5% | -45.2% | -37.9% |
| 8/5/2025 | 19.4% | 20.7% | 39.2% |
| 5/5/2025 | -25.4% | -22.6% | -32.0% |
| 2/18/2025 | -23.3% | -34.0% | -29.2% |
| 11/4/2024 | -29.8% | -20.0% | -23.1% |
| 8/5/2024 | -0.3% | -6.4% | -7.7% |
| ... | |||
| SUMMARY STATS | |||
| # Positive | 8 | 8 | 8 |
| # Negative | 17 | 17 | 16 |
| Median Positive | 15.7% | 14.5% | 16.7% |
| Median Negative | -6.4% | -8.6% | -15.2% |
| Max Positive | 19.4% | 20.7% | 39.2% |
| Max Negative | -30.5% | -45.2% | -37.9% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 03/31/2026 | 05/05/2026 | 10-Q |
| 12/31/2025 | 02/23/2026 | 10-K |
| 09/30/2025 | 11/06/2025 | 10-Q |
| 06/30/2025 | 08/06/2025 | 10-Q |
| 03/31/2025 | 05/08/2025 | 10-Q |
| 12/31/2024 | 02/20/2025 | 10-K |
| 09/30/2024 | 11/06/2024 | 10-Q |
| 06/30/2024 | 08/06/2024 | 10-Q |
| 03/31/2024 | 05/07/2024 | 10-Q |
| 12/31/2023 | 02/20/2024 | 10-K |
| 09/30/2023 | 11/07/2023 | 10-Q |
| 06/30/2023 | 08/08/2023 | 10-Q |
| 03/31/2023 | 05/09/2023 | 10-Q |
| 12/31/2022 | 02/21/2023 | 10-K |
| 09/30/2022 | 11/01/2022 | 10-Q |
| 06/30/2022 | 08/01/2022 | 10-Q |
Recent Forward Guidance
Updated 5/28/2026Latest: Q1 2026 Earnings Reported 5/4/2026
| Forward Guidance | Guidance Change | ||||||
|---|---|---|---|---|---|---|---|
| Metric | Low | Mid | High | % Chg | % Delta | Change | Prior |
| 2026 Revenue | 3.05 Bil | 3.12 Bil | 3.20 Bil | 3.3% | Raised | Guidance: 3.02 Bil for 2026 | |
| 2026 Adjusted EBITDA | 100.00 Mil | 125.00 Mil | 150.00 Mil | 0 | Affirmed | Guidance: 125.00 Mil for 2026 | |
| 2026 Core Revenue Decline | -0.06 | -0.04 | -0.03 | -40.0% | 3.0% | Raised | Guidance: -0.07 for 2026 |
| 2026 Operating Cash Flow | 40.00 Mil | 0 | Affirmed | Guidance: 40.00 Mil for 2026 | |||
Prior: Q4 2025 Earnings Reported 2/17/2026
| Forward Guidance | Guidance Change | ||||||
|---|---|---|---|---|---|---|---|
| Metric | Low | Mid | High | % Chg | % Delta | Change | Prior |
| 2026 Revenue | 2.95 Bil | 3.02 Bil | 3.10 Bil | -4.0% | Lower New | Guidance: 3.15 Bil for 2025 | |
| 2026 Adjusted EBITDA | 100.00 Mil | 125.00 Mil | 150.00 Mil | 11.1% | Higher New | Guidance: 112.50 Mil for 2025 | |
| 2026 Core Revenue Decline | -0.1 | -0.07 | -0.05 | -34.8% | Higher New | Guidance: -0.12 for 2025 | |
| 2026 Operating Cash Flow | 40.00 Mil | -188.9% | Higher New | Guidance: -45.00 Mil for 2025 | |||
Insider Activity
Updated 5/12/2026| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Taten, Bruce M | Direct | Sell | 5122026 | 1.66 | 19,483 | 32,279 | 146,060 | Form | |
| 2 | Turtle, Creek Asset Management Inc | Turtle Creek Equity Fund | Buy | 5082025 | 4.26 | 119,553 | 509,320 | 56,451,284 | Form | |
| 3 | Turtle, Creek Asset Management Inc | Turtle Creek Investment Fund | Buy | 5082025 | 4.26 | 11,366 | 48,421 | 5,367,034 | Form | |
| 4 | Turtle, Creek Asset Management Inc | Turtle Creek United States Equity Fund | Buy | 5082025 | 4.26 | 7,840 | 33,400 | 3,701,598 | Form | |
| 5 | Turtle, Creek Asset Management Inc | Turtle Creek Synthetic PE Fund | Buy | 5082025 | 4.26 | 7,520 | 32,037 | 3,550,749 | 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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Core Cache Last Updated: 5/29/2026