JELD-WEN (JELD)
Market Price (1/22/2026): $3.05 | Market Cap: $260.4 MilSector: Industrials | Industry: Building Products
JELD-WEN (JELD)
Market Price (1/22/2026): $3.05Market Cap: $260.4 MilSector: IndustrialsIndustry: Building 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 -36% | Weak multi-year price returns2Y Excs Rtn is -128%, 3Y Excs Rtn is -145% | Not profitable at operating income levelOp Inc LTMOperating Income, Last Twelve Months is -49 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -1.5% |
| Megatrend and thematic driversMegatrends include Sustainable & Green Buildings, and Sustainable Resource Management. Themes include Energy Efficient Building Materials, and Green Building Materials. | Debt is significantNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 490% | |
| Weak revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is -15%, Rev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -7.1%, Rev Chg QQuarterly Revenue Change % is -13% | ||
| Not cash flow generativeFCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -5.1% | ||
| 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 -255% | ||
| Key risksJELD key risks include [1] declining profitability, 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 -36% |
| 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 -128%, 3Y Excs Rtn is -145% |
| Not profitable at operating income levelOp Inc LTMOperating Income, Last Twelve Months is -49 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -1.5% |
| Debt is significantNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 490% |
| Weak revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is -15%, Rev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -7.1%, Rev Chg QQuarterly Revenue Change % is -13% |
| Not cash flow generativeFCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -5.1% |
| 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 -255% |
| Key risksJELD key risks include [1] declining profitability, Show more. |
Why The Stock Moved
Qualitative Assessment
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JELD-WEN (JELD) stock has lost about 40% since 9/30/2025 because of the following key factors:
1. Significant Q3 2025 Net Loss and Revenue Decline: JELD-WEN reported a substantial net loss of $367.6 million, or $4.30 per share, for the third quarter ended September 27, 2025, a significant deterioration compared to the prior year. Net revenues for the quarter also decreased by 13.4% to $809.5 million, primarily driven by a 10% decrease in core revenues and a 5% reduction from the court-ordered divestiture of its Towanda facility.
2. Drastically Lowered Full-Year 2025 Guidance: Following the disappointing third-quarter results, JELD-WEN significantly reduced its full-year 2025 guidance. The company lowered its revenue expectations to a range of $3.1 billion to $3.2 billion, reflecting an anticipated year-over-year decline in core revenues of approximately 10% to 13% compared to 2024. Adjusted EBITDA guidance was also cut dramatically, from a prior range of $170 million to $200 million down to $105 million to $120 million.
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1. Significant Q3 2025 Net Loss and Revenue Decline: JELD-WEN reported a substantial net loss of $367.6 million, or $4.30 per share, for the third quarter ended September 27, 2025, a significant deterioration compared to the prior year. Net revenues for the quarter also decreased by 13.4% to $809.5 million, primarily driven by a 10% decrease in core revenues and a 5% reduction from the court-ordered divestiture of its Towanda facility.
2. Drastically Lowered Full-Year 2025 Guidance: Following the disappointing third-quarter results, JELD-WEN significantly reduced its full-year 2025 guidance. The company lowered its revenue expectations to a range of $3.1 billion to $3.2 billion, reflecting an anticipated year-over-year decline in core revenues of approximately 10% to 13% compared to 2024. Adjusted EBITDA guidance was also cut dramatically, from a prior range of $170 million to $200 million down to $105 million to $120 million.
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Stock Movement Drivers
Fundamental Drivers
The -30.4% change in JELD stock from 10/31/2025 to 1/21/2026 was primarily driven by a -27.7% change in the company's P/S Multiple.| 10312025 | 1212026 | Change | |
|---|---|---|---|
| Stock Price ($) | 4.34 | 3.02 | -30.4% |
| Change Contribution By | LTM | LTM | |
| Total Revenues ($ Mil) | 3,430 | 3,305 | -3.7% |
| P/S Multiple | 0.1 | 0.1 | -27.7% |
| Shares Outstanding (Mil) | 85 | 85 | -0.1% |
| Cumulative Contribution | -30.4% |
Market Drivers
10/31/2025 to 1/21/2026| Return | Correlation | |
|---|---|---|
| JELD | -30.4% | |
| Market (SPY) | 0.5% | 35.6% |
| Sector (XLI) | 7.3% | 45.2% |
Fundamental Drivers
The -32.9% change in JELD stock from 7/31/2025 to 1/21/2026 was primarily driven by a -26.6% change in the company's P/S Multiple.| 7312025 | 1212026 | Change | |
|---|---|---|---|
| Stock Price ($) | 4.50 | 3.02 | -32.9% |
| Change Contribution By | LTM | LTM | |
| Total Revenues ($ Mil) | 3,592 | 3,305 | -8.0% |
| P/S Multiple | 0.1 | 0.1 | -26.6% |
| Shares Outstanding (Mil) | 85 | 85 | -0.6% |
| Cumulative Contribution | -32.9% |
Market Drivers
7/31/2025 to 1/21/2026| Return | Correlation | |
|---|---|---|
| JELD | -32.9% | |
| Market (SPY) | 8.7% | 33.4% |
| Sector (XLI) | 9.9% | 40.0% |
Fundamental Drivers
The -66.1% change in JELD stock from 1/31/2025 to 1/21/2026 was primarily driven by a -59.6% change in the company's P/S Multiple.| 1312025 | 1212026 | Change | |
|---|---|---|---|
| Stock Price ($) | 8.92 | 3.02 | -66.1% |
| Change Contribution By | LTM | LTM | |
| Total Revenues ($ Mil) | 3,901 | 3,305 | -15.3% |
| P/S Multiple | 0.2 | 0.1 | -59.6% |
| Shares Outstanding (Mil) | 85 | 85 | -1.0% |
| Cumulative Contribution | -66.1% |
Market Drivers
1/31/2025 to 1/21/2026| Return | Correlation | |
|---|---|---|
| JELD | -66.1% | |
| Market (SPY) | 14.9% | 25.3% |
| Sector (XLI) | 21.5% | 31.3% |
Fundamental Drivers
The -76.1% change in JELD stock from 1/31/2023 to 1/21/2026 was primarily driven by a -69.4% change in the company's P/S Multiple.| 1312023 | 1212026 | Change | |
|---|---|---|---|
| Stock Price ($) | 12.65 | 3.02 | -76.1% |
| Change Contribution By | LTM | LTM | |
| Total Revenues ($ Mil) | 4,187 | 3,305 | -21.1% |
| P/S Multiple | 0.3 | 0.1 | -69.4% |
| Shares Outstanding (Mil) | 85 | 85 | -1.0% |
| Cumulative Contribution | -76.1% |
Market Drivers
1/31/2023 to 1/21/2026| Return | Correlation | |
|---|---|---|
| JELD | -76.1% | |
| Market (SPY) | 74.9% | 29.6% |
| Sector (XLI) | 70.4% | 38.7% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| JELD Return | 4% | -63% | 96% | -57% | -70% | 20% | -88% |
| Peers Return | 101% | -12% | 76% | 12% | -28% | 13% | 183% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | -1% | 81% |
Monthly Win Rates [3] | |||||||
| JELD Win Rate | 58% | 25% | 67% | 25% | 42% | 100% | |
| Peers Win Rate | 57% | 42% | 60% | 57% | 37% | 100% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 0% | |
Max Drawdowns [4] | |||||||
| JELD Max Drawdown | -8% | -68% | 0% | -57% | -78% | -8% | |
| Peers Max Drawdown | -4% | -35% | -2% | -13% | -35% | -1% | |
| S&P 500 Max Drawdown | -1% | -25% | -1% | -2% | -15% | -1% | |
[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 1/21/2026 (YTD)
How Low Can It Go
| Event | JELD | S&P 500 |
|---|---|---|
| 2022 Inflation Shock | ||
| % Loss | -72.7% | -25.4% |
| % Gain to Breakeven | 266.9% | 34.1% |
| Time to Breakeven | Not Fully Recovered days | 464 days |
| 2020 Covid Pandemic | ||
| % Loss | -72.5% | -33.9% |
| % Gain to Breakeven | 264.3% | 51.3% |
| Time to Breakeven | 204 days | 148 days |
| 2018 Correction | ||
| % Loss | -67.8% | -19.8% |
| % Gain to Breakeven | 210.4% | 24.7% |
| Time to Breakeven | Not Fully Recovered days | 120 days |
Compare to OC, FBIN, BLDR, TGLS, UFPI
In The Past
JELD-WEN's stock fell -72.7% during the 2022 Inflation Shock from a high on 4/29/2021. A -72.7% loss requires a 266.9% gain to breakeven.
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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 a few analogies to describe JELD-WEN:
- It's a global competitor to **Andersen Windows & Doors**, manufacturing essential building components for homes.
- Think of it as the **Whirlpool** of windows and doors, making fundamental, durable products for residential and commercial buildings.
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- Windows: JELD-WEN manufactures a wide range of windows in various materials like vinyl, wood, and aluminum for residential and commercial buildings.
- Interior Doors: The company produces interior doors, including molded wood composite, wood, and custom options, for various architectural styles and applications.
- Exterior Doors: JELD-WEN offers a selection of exterior doors, such as fiberglass, steel, and wood entry doors, as well as patio doors, providing security and curb appeal.
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JELD-WEN (symbol: JELD) primarily sells its products to other companies through a variety of channels, including major home improvement retailers, wholesale distributors, and directly to contractors and builders.
Based on their financial filings, JELD-WEN's major direct customers, which individually represent significant portions of its net revenue, include:
- The Home Depot, Inc. (NYSE: HD)
- Lowe's Companies, Inc. (NYSE: LOW)
In addition to these major retailers, JELD-WEN also serves other categories of business customers, including:
- Various other wholesale distributors
- Other retailers
- Contractors and builders (for new construction and renovation projects)
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```htmlWilliam Christensen, Chief Executive Officer
William Christensen joined JELD-WEN in April 2022 as Executive Vice President and President, Europe, and was named global CEO in December 2022. Prior to JELD-WEN, he served as CEO and Group Executive Board Chair at REHAU AG, a Swiss-based global manufacturer, from 2018 to 2021, where he led a multi-million-dollar transformation that included restructuring and selling non-core businesses. He was also CEO of AFG Holding, a Swiss-based global building products manufacturer, from 2014 to 2015. Additionally, he held various executive roles at Geberit International AG, including group executive board member, and served as President and CEO of The Chicago Faucets Company.
Samantha Stoddard, Executive Vice President, Chief Financial Officer
Samantha Stoddard was appointed Executive Vice President and Chief Financial Officer of JELD-WEN in July 2024. She joined the company in 2020 as Vice President of Finance for operations, later becoming CFO for North America operations in 2022, with expanded responsibilities for global Financial Planning and Analysis (FP&A) in early 2024. Before joining JELD-WEN, Ms. Stoddard served as CFO for the personal protection equipment business unit at Honeywell. Her prior experience includes finance executive roles at Industrial Timber, LLC, TEOCO, Penson Financial Services, Inc., and Flagship Capital Partners, LLC.
Rachael Elliott, Executive Vice President, JELD-WEN North America
Rachael Elliott serves as the Executive Vice President for JELD-WEN North America. Further detailed background information beyond her title was not readily available in the provided search results.
Matt Meier, Executive Vice President, Chief Digital and Information Officer
Matt Meier joined JELD-WEN in January 2024 as Executive Vice President and Chief Digital and Information Officer. He brings over 25 years of experience in leading digital technology transformations across multinational companies. Before JELD-WEN, he was the Executive Vice President and Chief Digital and Data Officer at Driven Brand Holdings, Inc., overseeing digital, data, and technology for 14 brands. His experience also includes over five years at Whirlpool Corporation, where he led global digital transformation and served as VP and CIO for Whirlpool North America. He also held technology leadership roles at The Crosby Group, Dana Corporation, Rolls Royce, General Motors, and PwC.
Wendy Livingston, Executive Vice President, Chief Human Resources Officer
Wendy Livingston joined JELD-WEN in June 2023 as Executive Vice President and Chief Human Resources Officer, bringing over 25 years of human resources and global business experience. Previously, she was the Chief People Officer for Spreetail, a privately held multinational e-commerce company. Before Spreetail, she held the position of Senior Vice President and Chief Human Resources Officer at Harsco, a publicly traded environmental services company.
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The key risks to JELD-WEN's business include:
- Weak Macro-economic Conditions and Market Demand: JELD-WEN's financial performance is significantly impacted by weak macro-economic conditions, which have led to reduced consumer spending, a decline in core revenue, and lower volume/mix of products. The construction industry, a primary market for JELD-WEN's doors, windows, and related building products, is highly sensitive to economic downturns and slowdowns in the housing market. This has been a primary driver of the company's declining revenue in recent quarters.
- Profitability and Cost Challenges: The company has experienced substantial declines in operating income and adjusted EBITDA margins. This is largely due to lower sales volumes, an unfavorable product mix, and increased costs for labor and materials. JELD-WEN has also incurred significant non-cash goodwill impairment charges, which have materially impacted its financial results. The company also carries a notable debt burden.
- Competition and Market Share Loss: JELD-WEN has faced external pressures from the broader market, with its revenue declining while many competitors experienced increases. This suggests a potential loss of market share and challenges in a competitive environment.
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JELD-WEN's main products are interior and exterior doors and windows. The company primarily operates in North America and Europe.
-
North America Doors and Windows Market: The market for doors and windows in North America was valued at approximately USD 64.08 billion in 2023. It is projected to grow to USD 83.22 billion by 2029, with a compound annual growth rate (CAGR) of 4.45% from 2023 to 2029.
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Europe Doors and Windows Market: The European doors and windows market was valued at approximately USD 58.75 billion in 2023. This market is expected to reach USD 71.05 billion by 2029, with a CAGR of 3.22%. Another estimate indicates the market size was USD 59.09 billion in 2024 and is anticipated to reach USD 82.15 billion by 2033.
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JELD-WEN (NYSE: JELD) is navigating a challenging market environment marked by declining revenue and competitive pricing. Despite recent downward revisions to its 2025 financial outlook, the company has outlined strategic initiatives that are expected to drive future revenue growth over the next 2-3 years. These drivers are primarily centered on operational improvements, market stabilization, and strategic portfolio management. Here are 3-5 expected drivers of future revenue growth for JELD-WEN: * **Benefits from Transformation and Cost Reduction Initiatives**: JELD-WEN is actively pursuing a "transformation journey" to remove costs and improve focus across the business. While the immediate impact has been offset by market deterioration, these efforts are intended to strengthen the company's foundation and position it for future growth. The company aims to simplify its product portfolio, with a stated goal of a 30% reduction in product SKUs, and has undertaken workforce reductions to align costs with market conditions. These operational enhancements and cost mitigation actions are designed to improve productivity and efficiency, which, in a more stable market, could translate into improved profitability and the capacity for revenue expansion. * **Stabilization and Recovery in North American and European Markets**: The company has experienced significant headwinds in both its North American and European markets, with lower volumes and market share losses due to aggressive competitor pricing. However, a future stabilization and eventual recovery in demand for windows and doors in these key regions would naturally serve as a significant driver for revenue growth. While current market conditions are soft, any improvement in the broader macro environment is expected to alleviate some of the volume declines JELD-WEN has been experiencing. * **Strategic Review and Potential Restructuring of European Business**: JELD-WEN has initiated a comprehensive review of strategic alternatives for its European business, which generated approximately $1.1 billion in revenue in the last year. This review is part of an effort to optimize its portfolio and align resources to support long-term performance. Depending on the outcome of this strategic review, which could include divestitures or other restructuring, the company may be able to focus its resources more effectively on core profitable areas, potentially leading to a stronger, more streamlined business capable of generating growth. The company stated its European business has "delivered strong performance and holds leading positions in key markets," suggesting that even with a review, the underlying assets could contribute to future value. * **Price Realization in a More Favorable Environment**: While JELD-WEN has faced continued price-cost pressure and aggressive pricing from competitors, some earnings reports have noted instances of positive productivity and selected price increases partially offsetting sales impacts from volume declines, particularly in Europe. If market conditions improve and pricing power can be re-established or enhanced, strategic price realization initiatives could become a driver of revenue growth, contributing positively to core revenue.AI Analysis | Feedback
Share Repurchases
- JELD-WEN repurchased 11.6 million shares in 2021, totaling approximately $325 million.
- In 2022, the company repurchased 6,848,356 shares for $132.0 million.
- As of December 31, 2024, $175.7 million remained under the share repurchase program, which had its authorization reduced to $200.0 million from $400.0 million in July 2022.
Share Issuance
- JELD-WEN issued 1,030,848 shares in 2024 for the exercise/vesting of share-based compensation awards, following 1,069,969 shares in 2023 and 1,128,181 shares in 2022 for the same purpose.
- In the first quarter of 2025, 619,074 shares were issued for the exercise/vesting of share-based compensation awards.
Outbound Investments
- In July 2023, JELD-WEN completed the divestiture of its Australasia business, using the $450 million proceeds to repay long-term debt.
- The company completed a court-ordered divestiture of its Towanda facility, receiving approximately $110.7 million in net proceeds in the first quarter of 2025.
Capital Expenditures
- Capital expenditures in the first nine months of 2024 increased to $118.0 million, up from $80.4 million in the same period of 2023.
- JELD-WEN anticipates investing approximately $150 million in capital expenditures in 2025, with plans for capex ranging from $175 million to $200 million for the full fiscal year.
- The primary focus of these capital expenditures is on automation and process improvements to enhance productivity, reduce complexity, and strengthen the company's competitive position.
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 |
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Peer Comparisons for JELD-WEN
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 84.24 |
| Mkt Cap | 6.7 |
| Rev LTM | 5,471 |
| Op Inc LTM | 529 |
| FCF LTM | 333 |
| FCF 3Y Avg | 547 |
| CFO LTM | 543 |
| CFO 3Y Avg | 762 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | -3.8% |
| Rev Chg 3Y Avg | 0.0% |
| Rev Chg Q | -3.9% |
| QoQ Delta Rev Chg LTM | -1.0% |
| Op Mgn LTM | 11.2% |
| Op Mgn 3Y Avg | 13.3% |
| QoQ Delta Op Mgn LTM | -0.7% |
| CFO/Rev LTM | 11.0% |
| CFO/Rev 3Y Avg | 15.0% |
| FCF/Rev LTM | 6.7% |
| FCF/Rev 3Y Avg | 9.4% |
Price Behavior
Price Behavior
| Market Price | $3.02 | |
| Market Cap ($ Bil) | 0.3 | |
| First Trading Date | 01/27/2017 | |
| Distance from 52W High | -69.4% | |
| 50 Days | 200 Days | |
| DMA Price | $2.53 | $4.24 |
| DMA Trend | down | down |
| Distance from DMA | 19.3% | -28.8% |
| 3M | 1YR | |
| Volatility | 108.9% | 85.2% |
| Downside Capture | 458.57 | 211.00 |
| Upside Capture | 164.32 | 62.25 |
| Correlation (SPY) | 33.2% | 24.6% |
JELD Betas & Captures as of 12/31/2025
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | -1.12 | 2.90 | 2.51 | 2.58 | 1.01 | 1.28 |
| Up Beta | -1.16 | 2.94 | 2.97 | 3.43 | 0.99 | 1.21 |
| Down Beta | -1.77 | 3.50 | 3.07 | 2.25 | 0.65 | 0.90 |
| Up Capture | -176% | 18% | 9% | 134% | 38% | 116% |
| Bmk +ve Days | 11 | 23 | 37 | 72 | 143 | 431 |
| Stock +ve Days | 8 | 13 | 23 | 48 | 108 | 354 |
| Down Capture | -5% | 396% | 312% | 266% | 142% | 111% |
| Bmk -ve Days | 11 | 18 | 27 | 55 | 108 | 320 |
| Stock -ve Days | 10 | 23 | 35 | 71 | 135 | 384 |
[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 | -66.4% | 85.1% | -0.89 | - |
| Sector ETF (XLI) | 22.1% | 19.1% | 0.92 | 31.6% |
| Equity (SPY) | 15.8% | 19.3% | 0.63 | 24.6% |
| Gold (GLD) | 79.5% | 20.4% | 2.78 | -1.7% |
| Commodities (DBC) | 5.7% | 15.3% | 0.16 | -1.9% |
| Real Estate (VNQ) | 5.8% | 16.7% | 0.17 | 34.3% |
| Bitcoin (BTCUSD) | -14.7% | 39.8% | -0.31 | 16.9% |
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Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with JELD | |
|---|---|---|---|---|
| JELD | -34.5% | 60.5% | -0.44 | - |
| Sector ETF (XLI) | 14.8% | 17.2% | 0.69 | 47.6% |
| Equity (SPY) | 14.0% | 17.1% | 0.66 | 41.8% |
| Gold (GLD) | 20.8% | 15.7% | 1.07 | 6.8% |
| Commodities (DBC) | 11.4% | 18.7% | 0.49 | 6.3% |
| Real Estate (VNQ) | 5.7% | 18.8% | 0.21 | 42.7% |
| Bitcoin (BTCUSD) | 19.0% | 58.0% | 0.53 | 18.8% |
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Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with JELD | |
|---|---|---|---|---|
| JELD | -20.9% | 59.0% | -0.14 | - |
| Sector ETF (XLI) | 14.7% | 19.9% | 0.66 | 54.4% |
| Equity (SPY) | 15.3% | 18.0% | 0.73 | 49.2% |
| Gold (GLD) | 15.7% | 14.9% | 0.87 | 6.1% |
| Commodities (DBC) | 8.2% | 17.6% | 0.38 | 16.1% |
| Real Estate (VNQ) | 5.8% | 20.8% | 0.25 | 48.0% |
| Bitcoin (BTCUSD) | 70.3% | 66.7% | 1.09 | 16.9% |
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Returns Analyses
Earnings Returns History
Expand for More| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 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% |
| 5/6/2024 | -24.7% | -22.2% | -20.4% |
| 2/20/2024 | -5.4% | -6.5% | -0.9% |
| ... | |||
| SUMMARY STATS | |||
| # Positive | 6 | 7 | 7 |
| # Negative | 17 | 16 | 16 |
| Median Positive | 8.5% | 14.1% | 23.1% |
| Median Negative | -6.4% | -9.6% | -16.0% |
| Max Positive | 19.4% | 20.7% | 39.2% |
| Max Negative | -30.5% | -45.2% | -67.5% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 09/30/2025 | 11/06/2025 | 10-Q (09/30/2025) |
| 06/30/2025 | 08/06/2025 | 10-Q (06/30/2025) |
| 03/31/2025 | 05/08/2025 | 10-Q (03/31/2025) |
| 12/31/2024 | 02/20/2025 | 10-K (12/31/2024) |
| 09/30/2024 | 11/06/2024 | 10-Q (09/30/2024) |
| 06/30/2024 | 08/06/2024 | 10-Q (06/30/2024) |
| 03/31/2024 | 05/07/2024 | 10-Q (03/31/2024) |
| 12/31/2023 | 02/20/2024 | 10-K (12/31/2023) |
| 09/30/2023 | 11/07/2023 | 10-Q (09/30/2023) |
| 06/30/2023 | 08/08/2023 | 10-Q (06/30/2023) |
| 03/31/2023 | 05/09/2023 | 10-Q (03/31/2023) |
| 12/31/2022 | 02/21/2023 | 10-K (12/31/2022) |
| 09/30/2022 | 11/01/2022 | 10-Q (09/30/2022) |
| 06/30/2022 | 08/01/2022 | 10-Q (06/30/2022) |
| 03/31/2022 | 05/02/2022 | 10-Q (03/31/2022) |
| 12/31/2021 | 02/22/2022 | 10-K (12/31/2021) |
Insider Activity
Expand for More| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Turtle, Creek Asset Management Inc | Turtle Creek Equity Fund | Buy | 5082025 | 4.26 | 119,553 | 509,320 | 56,451,284 | Form | |
| 2 | Turtle, Creek Asset Management Inc | Turtle Creek Investment Fund | Buy | 5082025 | 4.26 | 11,366 | 48,421 | 5,367,034 | Form | |
| 3 | Turtle, Creek Asset Management Inc | Turtle Creek United States Equity Fund | Buy | 5082025 | 4.26 | 7,840 | 33,400 | 3,701,598 | Form | |
| 4 | Turtle, Creek Asset Management Inc | Turtle Creek Synthetic PE Fund | Buy | 5082025 | 4.26 | 7,520 | 32,037 | 3,550,749 | Form | |
| 5 | Turtle, Creek Asset Management Inc | Turtle Creek North American Equity Fund | Buy | 5082025 | 4.26 | 3,721 | 15,852 | 1,757,533 | 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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