Coffee (JVA)
Market Price (3/30/2026): $4.21 | Market Cap: $24.0 MilSector: Consumer Staples | Industry: Packaged Foods & Meats
Coffee (JVA)
Market Price (3/30/2026): $4.21Market Cap: $24.0 MilSector: Consumer StaplesIndustry: Packaged Foods & Meats
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
| Attractive yieldTotal YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 7.8%, ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is 3.8% | Key risksJVA key risks include [1] its small market capitalization, Show more. |
| Strong revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is 25% | |
| Megatrend and thematic driversMegatrends include Health & Wellness Trends, Vegan & Alternative Foods, and Sustainable Consumption. Themes include Organic & Natural Products, Show more. |
| Attractive yieldTotal YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 7.8%, ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is 3.8% |
| Strong revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is 25% |
| Megatrend and thematic driversMegatrends include Health & Wellness Trends, Vegan & Alternative Foods, and Sustainable Consumption. Themes include Organic & Natural Products, Show more. |
| Key risksJVA key risks include [1] its small market capitalization, Show more. |
Qualitative Assessment
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Coffee (JVA) stock has gained about 15% since 11/30/2025 because of the following key factors:
1. Strong Fiscal First Quarter 2026 Financial Results.
Coffee (JVA) reported a substantial increase in its financial performance for the first quarter of fiscal year 2026, which ended January 31, 2026. The company's revenue rose by 20% to $25.6 million from $21.3 million in the same period last year. Additionally, net income reached $0.29 per share, marking a 45% year-over-year increase from $0.20 per share. Operating cash flow also significantly improved, swinging to an inflow of $6.61 million, compared to a negative $0.4 million in the first quarter of fiscal 2025.
2. Enhanced Operational Efficiency and Reduced Costs.
The company improved its profitability through operational streamlining and cost reductions. This included a significant decrease in tariff-related fees and expenses. Furthermore, Coffee Holding Co. achieved greater efficiencies by consolidating its East Coast manufacturing operations into a single facility, following the closure of its Comfort Foods facility in North Andover, Massachusetts, in October 2025, which was expected to generate $750,000 to $1.0 million in annualized savings.
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1. Strong Fiscal First Quarter 2026 Financial Results.
Coffee (JVA) reported a substantial increase in its financial performance for the first quarter of fiscal year 2026, which ended January 31, 2026. The company's revenue rose by 20% to $25.6 million from $21.3 million in the same period last year. Additionally, net income reached $0.29 per share, marking a 45% year-over-year increase from $0.20 per share. Operating cash flow also significantly improved, swinging to an inflow of $6.61 million, compared to a negative $0.4 million in the first quarter of fiscal 2025.
2. Enhanced Operational Efficiency and Reduced Costs.
The company improved its profitability through operational streamlining and cost reductions. This included a significant decrease in tariff-related fees and expenses. Furthermore, Coffee Holding Co. achieved greater efficiencies by consolidating its East Coast manufacturing operations into a single facility, following the closure of its Comfort Foods facility in North Andover, Massachusetts, in October 2025, which was expected to generate $750,000 to $1.0 million in annualized savings.
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Stock Movement Drivers
Fundamental Drivers
The 17.3% change in JVA stock from 11/30/2025 to 3/29/2026 was primarily driven by a 14.5% change in the company's P/E Multiple.| (LTM values as of) | 11302025 | 3292026 | Change |
|---|---|---|---|
| Stock Price ($) | 3.62 | 4.25 | 17.3% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 90 | 101 | 12.0% |
| Net Income Margin (%) | 2.1% | 1.9% | -8.6% |
| P/E Multiple | 11.2 | 12.8 | 14.5% |
| Shares Outstanding (Mil) | 6 | 6 | 0.0% |
| Cumulative Contribution | 17.3% |
Market Drivers
11/30/2025 to 3/29/2026| Return | Correlation | |
|---|---|---|
| JVA | 17.3% | |
| Market (SPY) | -5.3% | 8.2% |
| Sector (XLP) | 3.9% | -5.3% |
Fundamental Drivers
The 4.4% change in JVA stock from 8/31/2025 to 3/29/2026 was primarily driven by a 102.7% change in the company's P/E Multiple.| (LTM values as of) | 8312025 | 3292026 | Change |
|---|---|---|---|
| Stock Price ($) | 4.07 | 4.25 | 4.4% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 85 | 101 | 18.8% |
| Net Income Margin (%) | 4.4% | 1.9% | -56.6% |
| P/E Multiple | 6.3 | 12.8 | 102.7% |
| Shares Outstanding (Mil) | 6 | 6 | 0.0% |
| Cumulative Contribution | 4.4% |
Market Drivers
8/31/2025 to 3/29/2026| Return | Correlation | |
|---|---|---|
| JVA | 4.4% | |
| Market (SPY) | 0.6% | 21.9% |
| Sector (XLP) | 2.8% | -2.0% |
Fundamental Drivers
The -25.9% change in JVA stock from 2/28/2025 to 3/29/2026 was primarily driven by a -33.1% change in the company's Net Income Margin (%).| (LTM values as of) | 2282025 | 3292026 | Change |
|---|---|---|---|
| Stock Price ($) | 5.74 | 4.25 | -25.9% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 79 | 101 | 28.0% |
| Net Income Margin (%) | 2.8% | 1.9% | -33.1% |
| P/E Multiple | 14.8 | 12.8 | -13.5% |
| Shares Outstanding (Mil) | 6 | 6 | 0.0% |
| Cumulative Contribution | -25.9% |
Market Drivers
2/28/2025 to 3/29/2026| Return | Correlation | |
|---|---|---|
| JVA | -25.9% | |
| Market (SPY) | 9.8% | 33.3% |
| Sector (XLP) | 1.1% | 10.7% |
Fundamental Drivers
The 109.8% change in JVA stock from 2/28/2023 to 3/29/2026 was primarily driven by a 226.1% change in the company's Net Income Margin (%).| (LTM values as of) | 2282023 | 3292026 | Change |
|---|---|---|---|
| Stock Price ($) | 2.03 | 4.25 | 109.8% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 68 | 101 | 48.1% |
| Net Income Margin (%) | 0.6% | 1.9% | 226.1% |
| P/E Multiple | 29.4 | 12.8 | -56.6% |
| Shares Outstanding (Mil) | 6 | 6 | 0.0% |
| Cumulative Contribution | 109.8% |
Market Drivers
2/28/2023 to 3/29/2026| Return | Correlation | |
|---|---|---|
| JVA | 109.8% | |
| Market (SPY) | 69.4% | 26.1% |
| Sector (XLP) | 23.1% | 10.9% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| JVA Return | 14% | -53% | -55% | 276% | 13% | 18% | 21% |
| Peers Return | 25% | -8% | -24% | -20% | -28% | -12% | -56% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | -5% | 72% |
Monthly Win Rates [3] | |||||||
| JVA Win Rate | 33% | 33% | 33% | 67% | 58% | 67% | |
| Peers Win Rate | 62% | 49% | 40% | 47% | 38% | 40% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 33% | |
Max Drawdowns [4] | |||||||
| JVA Max Drawdown | 0% | -59% | -67% | -2% | -17% | -24% | |
| Peers Max Drawdown | -3% | -23% | -43% | -28% | -32% | -15% | |
| S&P 500 Max Drawdown | -1% | -25% | -1% | -2% | -15% | -5% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: FARM, BRCC, WEST, SJM, KDP. See JVA Returns vs. Peers.
[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 | JVA | S&P 500 |
|---|---|---|
| 2022 Inflation Shock | ||
| % Loss | -89.2% | -25.4% |
| % Gain to Breakeven | 827.5% | 34.1% |
| Time to Breakeven | 498 days | 464 days |
| 2020 Covid Pandemic | ||
| % Loss | -59.6% | -33.9% |
| % Gain to Breakeven | 147.3% | 51.3% |
| Time to Breakeven | 301 days | 148 days |
| 2018 Correction | ||
| % Loss | -51.8% | -19.8% |
| % Gain to Breakeven | 107.7% | 24.7% |
| Time to Breakeven | 1,982 days | 120 days |
| 2008 Global Financial Crisis | ||
| % Loss | -89.8% | -56.8% |
| % Gain to Breakeven | 883.3% | 131.3% |
| Time to Breakeven | 744 days | 1,480 days |
Compare to FARM, BRCC, WEST, SJM, KDP
In The Past
Coffee's stock fell -89.2% during the 2022 Inflation Shock from a high on 2/24/2021. A -89.2% loss requires a 827.5% gain to breakeven.
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About Coffee (JVA)
Coffee Holding Co., Inc. manufactures, roasts, packages, markets, and distributes roasted and blended coffees in the United States, Australia, Canada, England, and China. The company offers wholesale green coffee products, which include unroasted raw beans of approximately 90 varieties that are sold to large, medium, and small roasters, as well as coffee shop operators. It also roasts, blends, packages, and sells coffee under private labels. As of October 31, 2021, the company supplied private label coffee under approximately 21 labels to wholesalers and retailers in cans, brick packages, and instants of various sizes. In addition, it roasts and blends company label branded coffee to supermarkets, wholesalers, and individually owned and multi-unit retail customers. Further, the company offers tabletop coffee roasting equipment, instant coffees, and tea products for its customers. Its coffee brands include Cafe Caribe, Don Manuel, S&W, Cafe Supremo, Via Roma, Premier Roasters, Harmony Bay, and Steep and Brew. The company was formerly known as Transpacific International Group Corp and changed its name to Coffee Holding Co., Inc. in April 1998. Coffee Holding Co., Inc. was founded in 1971 and is headquartered in Staten Island, New York.
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Here are 1-3 brief analogies to describe Coffee Holding Co., Inc. (JVA):
The **TreeHouse Foods** of coffee.
A smaller, coffee-focused **J.M. Smucker Co.**
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- Wholesale Green Coffee: Sells unroasted raw coffee beans of approximately 90 varieties to other roasters and coffee shop operators.
- Private Label Coffee: Manufactures, roasts, blends, and packages coffee for other companies to sell under their own brand names.
- Branded Coffee: Produces and distributes roasted and blended coffee under its own company labels, such as Cafe Caribe and Don Manuel.
- Tabletop Coffee Roasting Equipment: Offers equipment designed for roasting coffee.
- Instant Coffees: Provides various instant coffee products.
- Tea Products: Sells a selection of tea products to its customers.
AI Analysis | Feedback
Coffee Holding Co., Inc. (JVA) primarily sells its products to other companies, not directly to individuals. The provided background information does not list the specific names of its major customer companies. However, it clearly identifies the categories of business customers it serves:- Wholesale Green Coffee Customers: This category includes large, medium, and small coffee roasters, as well as coffee shop operators, who purchase unroasted raw coffee beans from JVA.
- Private Label Coffee Customers: These are wholesalers and retailers (including supermarkets) for whom JVA roasts, blends, packages, and sells coffee under their private labels.
- Company Label Branded Coffee Customers: This group consists of supermarkets, wholesalers, and individually owned and multi-unit retail customers who purchase JVA's own branded coffee products (such as Cafe Caribe, Don Manuel, and S&W).
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Andrew Gordon President & CEO, Chief Financial Officer, Treasurer
Andrew Gordon has served as Chief Executive Officer, President, and Treasurer of Coffee Holding Co., Inc. since 1997, and as Chief Financial Officer since November 2004. He is responsible for managing the company's overall business and serves as the direct contact for major private label accounts. Mr. Gordon has worked for Coffee Holding for 32 years, previously as a Vice President from 1993 to 1997. He received his Bachelor of Business Administration degree from Emory University.
David Gordon Executive VP & Chief Operating Officer
David Gordon has served as Executive Vice President—Operations, Secretary, and a director since 1995. He is responsible for managing all aspects of the company's roasting and blending operations, including quality control, and travels extensively to coffee origins in Central and South America. Mr. Gordon has worked for Coffee Holding for 32 years, previously as an operating Manager from 1989 to 1995. He attended Baruch College in New York City.
Sterling Gordon Founder
Sterling Gordon founded Coffee Holding Co., Inc. in 1971. He possesses over 50 years of experience in the coffee business and has developed a reputation as an expert in coffee blending and quality within the industry.
Erik Hansen Executive VP, Sales
Erik Hansen is Coffee Holding Company's Executive Vice President of Sales, overseeing roasted coffee sales for both private label and branded products. He has 16 years of experience in the industry, with 14 of those years spent at Coffee Holding Company. He holds a Bachelor's Degree of Business Administration and Marketing from Cal Poly State University, San Luis Obispo.
Robert Penrose COO, Sonofresco
Robert Penrose is the Chief Operating Officer of Sonofresco, LLC, a subsidiary of Coffee Holding Company, Inc. He manages daily operations for Sonofresco, which include overall sales, production of coffee roasting equipment, roasted coffee, green coffee production, service, and is responsible for product development and 3D CAD design and certification. He has 17 years of experience in the industry, all with Sonofresco, and has been with Coffee Holding Company for the past 2 years.
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The key risks to Coffee Holding Co., Inc.'s (JVA) business are primarily rooted in the volatile nature of its core commodity and the broader economic landscape, along with internal operational challenges.
- Volatile Coffee Prices and Commodity Dependence: Coffee Holding Co. Inc. faces significant risks due to its heavy reliance on coffee as a single commodity. Fluctuations in the supply and price of green coffee beans, influenced by factors such as weather patterns, political conditions, trade regulations, and long-term climate change, directly impact the company's cost of goods sold and overall profitability. While the company employs hedging strategies to mitigate these risks, such strategies do not entirely eliminate price volatility and can sometimes result in losses that distort underlying operating performance.
- Macro-economic Challenges and Intense Competition: The company is exposed to broader macro-economic challenges, including tariffs, general economic uncertainty, and geopolitical tensions, which can negatively affect its financial results and consumer spending patterns. Coffee Holding Co. Inc. operates in a highly competitive market, often contending with larger companies possessing greater resources. This competitive pressure can limit the company's pricing power, as evidenced by past instances where it absorbed tariff costs to maintain competitive pricing, thereby impacting its gross margins.
- Operational Execution and Internal Control Weaknesses: Risks associated with operational execution have been noted, particularly concerning the integration of acquisitions, which has historically led to "poor execution" and impacted financial performance. Furthermore, the company has consistently identified material weaknesses in its internal control over financial reporting, specifically in areas such as system access controls and year-end accrual processes. These control weaknesses pose a risk of financial reporting errors, which could undermine investor confidence and affect the company's financial stability until fully remediated.
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The clear emerging threat for Coffee Holding Co., Inc. (JVA) is the significant growth of direct-to-consumer (DTC) coffee brands and subscription services. These models leverage online sales, personalized experiences, and curated selections to deliver coffee directly to consumers, bypassing traditional supermarket and wholesale distribution channels that JVA heavily relies upon for its branded and private label coffees. This trend shifts consumer purchasing habits away from physical retail, challenging JVA's established distribution networks and the market share of its clients.
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Coffee Holding Co., Inc. (JVA) operates in various coffee and tea product segments across the United States, Australia, Canada, England, and China. Based on available information, the addressable markets for its main products are as follows:Instant Coffees
- United States: The instant coffee market in the U.S. is projected to reach USD 7.4 billion by 2025 and is anticipated to grow to USD 9.8 billion by 2032.
- Australia: The Australia instant coffee market size reached USD 428.5 million in 2025 and is expected to reach USD 617.3 million by 2034.
- Canada: The instant coffee market in Canada generated a revenue of USD 406.5 million in 2024 and is expected to reach USD 590.1 million by 2030.
- England (UK): The UK instant coffee market generated a revenue of USD 8,453.2 million in 2024 and is expected to reach USD 11,850.1 million by 2030.
- China: The instant coffee market in China generated a revenue of USD 8,376.1 million in 2024 and is expected to reach USD 12,207.2 million by 2030.
Tea Products
- United States: The U.S. tea market generated a revenue of USD 3,385.6 million in 2025 and is expected to reach USD 5,371.4 million by 2033.
- Australia: The Australia tea market size reached USD 512.00 million in 2024 and is expected to reach USD 761.54 million by 2033.
- Canada: The Canada tea market generated a revenue of USD 967.7 million in 2025 and is expected to reach USD 1,611.4 million by 2033.
- China: The China tea market was valued at USD 58.73 billion in 2024 and is projected to reach USD 121.24 billion by 2033.
Other Products and Services
- Wholesale Green Coffee Products: Null
- Private Label Roasted and Blended Coffees: Null
- Company Label Branded Coffees: Null
- Tabletop Coffee Roasting Equipment: Null
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Here are 3-5 expected drivers of future revenue growth for Coffee Holding Co., Inc. (JVA) over the next 2-3 years:
- Strategic Acquisitions and Customer Base Expansion: The acquisition of Second Empire, also referred to as Empire Coffee Company, is expected to drive future revenue growth by contributing to profits and allowing JVA to bring back lost customer bases. The acquisition of Empire Coffee Company's manufacturing facility also provides opportunities to solicit and service additional business.
- Operational Efficiencies and Cost Savings: The consolidation of manufacturing facilities to a single East Coast location is a key driver of improved profitability and cost efficiencies. This strategic shift is anticipated to generate annualized cost savings of $750,000 to $1 million, thereby enhancing margins and contributing to revenue growth.
- Reduced Tariff Expenses: The elimination or significant reduction of coffee import tariffs is expected to remove cost imbalances in fiscal 2026. This relief is projected to expand gross margins, particularly for JVA's flagship brand, Café Caribe, which should positively impact revenue.
- Sustained Strength Across Diverse Segments: JVA continues to see strong sales performance across its three core business segments: private label, branded coffee, and wholesale green unroasted beans. This broad-based strength in demand supports a diversified growth profile for the company's revenue.
- Market Share Gains from Competitor Difficulties: The company has noted that high coffee prices have negatively impacted many competitors, leading to bankruptcies within the industry. JVA anticipates leveraging these market dynamics to gain market share and capitalize on new business opportunities that become available.
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- Share Repurchases
- On February 7, 2022, Coffee Holding Co., Inc. approved a share repurchase program authorizing up to $5.0 million in value of its common stock. As of September 24, 2024, approximately $4,650,000 was utilized to repurchase 1,670,718 shares under this program.
- The company expanded its share repurchase program by an additional $2.0 million on December 12, 2024, increasing the total authorization to $7.0 million.
- In addition to program repurchases, Coffee Holding acquired 171,276 shares for approximately $445,317 on May 30, 2024, and 19,414 shares for about $47,955 on February 15, 2024, through private transactions.
- Share Issuance
- As of January 22, 2025, the company had 5,708,599 shares of common stock outstanding, a figure that remained consistent for fiscal years 2024 and 2023.
- There were no sales of unregistered equity securities in the fiscal year ended October 31, 2024.
- Outbound Investments
- Coffee Holding Co., Inc. announced a $2.5 million equity investment in OWYN (Only What You Need), a plant-based protein drink manufacturer, on September 9, 2021.
- On November 11, 2024, the company purchased all the assets of Empire Coffee Company for $825,000.
- The company invested $850,000 in The Ryl Company LLC during the first quarter of fiscal year 2026 (period ending January 31, 2026).
- Capital Expenditures
- Capital expenditures for fiscal year 2025 were $192,000, representing a 37.6% decrease from the prior fiscal year.
- The company purchased its largest roasting facility in La Junta, Colorado, from the City of La Junta for $900,000 on July 1, 2021, with plans for expansion to consolidate operations and improve efficiency.
- A key focus for capital expenditures has been on operational efficiencies, including consolidating to a single manufacturing facility on the East Coast, contributing to improved profitability.
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Research & Analysis
Invest in Strategies
Wealth Management
Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 4.08 |
| Mkt Cap | 0.2 |
| Rev LTM | 794 |
| Op Inc LTM | -1 |
| FCF LTM | -1 |
| FCF 3Y Avg | -8 |
| CFO LTM | 4 |
| CFO 3Y Avg | -2 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 4.9% |
| Rev Chg 3Y Avg | 10.7% |
| Rev Chg Q | 8.8% |
| QoQ Delta Rev Chg LTM | 2.2% |
| Op Mgn LTM | 0.7% |
| Op Mgn 3Y Avg | 0.1% |
| QoQ Delta Op Mgn LTM | -0.3% |
| CFO/Rev LTM | 1.8% |
| CFO/Rev 3Y Avg | 0.3% |
| FCF/Rev LTM | -0.0% |
| FCF/Rev 3Y Avg | -1.7% |
Valuation
| Median | |
|---|---|
| Name | |
| Mkt Cap | 0.2 |
| P/S | 0.3 |
| P/EBIT | -2.9 |
| P/E | -2.8 |
| P/CFO | 6.5 |
| Total Yield | -10.8% |
| Dividend Yield | 0.0% |
| FCF Yield 3Y Avg | -3.7% |
| D/E | 0.7 |
| Net D/E | 0.7 |
Returns
| Median | |
|---|---|
| Name | |
| 1M Rtn | -12.1% |
| 3M Rtn | -5.4% |
| 6M Rtn | -13.7% |
| 12M Rtn | -32.2% |
| 3Y Rtn | -50.1% |
| 1M Excs Rtn | -6.8% |
| 3M Excs Rtn | 3.1% |
| 6M Excs Rtn | -10.2% |
| 12M Excs Rtn | -44.0% |
| 3Y Excs Rtn | -110.8% |
Comparison Analyses
Price Behavior
Price Behavior
| Market Price | $4.25 | |
| Market Cap ($ Bil) | 0.0 | |
| First Trading Date | 05/03/2005 | |
| Distance from 52W High | -19.8% | |
| 50 Days | 200 Days | |
| DMA Price | $3.46 | $3.90 |
| DMA Trend | indeterminate | down |
| Distance from DMA | 22.9% | 8.9% |
| 3M | 1YR | |
| Volatility | 82.0% | 71.1% |
| Downside Capture | 0.56 | 0.90 |
| Upside Capture | 164.78 | 137.26 |
| Correlation (SPY) | 8.2% | 40.5% |
JVA Betas & Captures as of 2/28/2026
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 0.73 | 0.67 | 0.71 | 1.52 | 1.54 | 1.39 |
| Up Beta | 2.07 | 1.90 | 2.11 | 2.84 | 1.60 | 1.31 |
| Down Beta | 0.40 | 0.89 | 1.45 | 2.72 | 2.04 | 1.84 |
| Up Capture | -56% | -59% | -39% | 16% | 56% | 159% |
| Bmk +ve Days | 9 | 20 | 31 | 70 | 142 | 431 |
| Stock +ve Days | 10 | 19 | 30 | 61 | 121 | 349 |
| Down Capture | 168% | 119% | 56% | 107% | 128% | 106% |
| Bmk -ve Days | 12 | 21 | 30 | 54 | 109 | 320 |
| Stock -ve Days | 11 | 22 | 28 | 59 | 123 | 369 |
[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 JVA | |
|---|---|---|---|---|
| JVA | 22.7% | 71.7% | 0.57 | - |
| Sector ETF (XLP) | 4.6% | 13.9% | 0.09 | 15.7% |
| Equity (SPY) | 14.5% | 18.9% | 0.59 | 40.5% |
| Gold (GLD) | 50.2% | 27.7% | 1.46 | 4.2% |
| Commodities (DBC) | 17.8% | 17.6% | 0.85 | 24.2% |
| Real Estate (VNQ) | 0.4% | 16.4% | -0.15 | 33.1% |
| Bitcoin (BTCUSD) | -23.7% | 44.2% | -0.49 | 22.0% |
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Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with JVA | |
|---|---|---|---|---|
| JVA | -3.4% | 67.0% | 0.23 | - |
| Sector ETF (XLP) | 6.8% | 13.2% | 0.30 | 9.4% |
| Equity (SPY) | 11.8% | 17.0% | 0.54 | 22.9% |
| Gold (GLD) | 20.7% | 17.7% | 0.96 | 6.1% |
| Commodities (DBC) | 11.6% | 18.9% | 0.50 | 10.1% |
| Real Estate (VNQ) | 3.0% | 18.8% | 0.07 | 17.3% |
| Bitcoin (BTCUSD) | 4.0% | 56.6% | 0.29 | 10.8% |
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Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with JVA | |
|---|---|---|---|---|
| JVA | 1.0% | 60.9% | 0.27 | - |
| Sector ETF (XLP) | 7.3% | 14.7% | 0.37 | 7.0% |
| Equity (SPY) | 14.0% | 17.9% | 0.67 | 18.0% |
| Gold (GLD) | 13.3% | 15.8% | 0.70 | 4.2% |
| Commodities (DBC) | 8.2% | 17.6% | 0.39 | 11.5% |
| Real Estate (VNQ) | 4.7% | 20.7% | 0.19 | 15.6% |
| Bitcoin (BTCUSD) | 66.4% | 66.8% | 1.06 | 8.1% |
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Earnings Returns History
Expand for More| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 9/16/2024 | 35.9% | 45.6% | 59.4% |
| 9/14/2022 | 4.5% | 4.5% | 3.6% |
| 6/14/2022 | -4.5% | -13.2% | -4.0% |
| 1/31/2022 | -6.0% | -11.3% | -14.2% |
| 9/13/2021 | -8.4% | -10.9% | -3.1% |
| 6/14/2021 | -2.4% | -15.0% | -15.0% |
| 2/16/2021 | -2.4% | -8.3% | -8.0% |
| 9/11/2020 | -3.8% | -7.9% | -4.0% |
| ... | |||
| SUMMARY STATS | |||
| # Positive | 3 | 3 | 3 |
| # Negative | 6 | 6 | 6 |
| Median Positive | 4.5% | 14.5% | 3.6% |
| Median Negative | -4.2% | -11.1% | -6.0% |
| Max Positive | 35.9% | 45.6% | 59.4% |
| Max Negative | -8.4% | -15.0% | -15.0% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 01/31/2026 | 03/16/2026 | 10-Q |
| 10/31/2025 | 01/28/2026 | 10-K |
| 07/31/2025 | 09/12/2025 | 10-Q |
| 04/30/2025 | 06/13/2025 | 10-Q |
| 01/31/2025 | 03/21/2025 | 10-Q |
| 10/31/2024 | 01/31/2025 | 10-K |
| 07/31/2024 | 09/13/2024 | 10-Q |
| 04/30/2024 | 06/17/2024 | 10-Q |
| 01/31/2024 | 03/18/2024 | 10-Q |
| 10/31/2023 | 02/09/2024 | 10-K |
| 07/31/2023 | 09/14/2023 | 10-Q |
| 04/30/2023 | 06/15/2023 | 10-Q |
| 01/31/2023 | 04/28/2023 | 10-Q |
| 10/31/2022 | 03/29/2023 | 10-K |
| 07/31/2022 | 09/14/2022 | 10-Q |
| 04/30/2022 | 06/14/2022 | 10-Q |
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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