Kewaunee Scientific (KEQU)
Market Price (12/28/2025): $38.45 | Market Cap: $110.2 MilSector: Consumer Discretionary | Industry: Household Appliances
Kewaunee Scientific (KEQU)
Market Price (12/28/2025): $38.45Market Cap: $110.2 MilSector: Consumer DiscretionaryIndustry: Household Appliances
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 11%, ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is 6.6% | Key risksKEQU key risks include [1] a dependence on the volatile laboratory and healthcare construction industry and [2] a reliance on sole or limited-source suppliers for key materials. |
| Strong revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is 43% | |
| Valuation becoming less expensiveP/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is -40% | |
| Megatrend and thematic driversMegatrends include Biotechnology & Genomics, and Precision Medicine. Themes include Gene Editing & Therapy, Advanced Diagnostics, Show more. |
| Attractive yieldTotal YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 11%, ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is 6.6% |
| Strong revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is 43% |
| Valuation becoming less expensiveP/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is -40% |
| Megatrend and thematic driversMegatrends include Biotechnology & Genomics, and Precision Medicine. Themes include Gene Editing & Therapy, Advanced Diagnostics, Show more. |
| Key risksKEQU key risks include [1] a dependence on the volatile laboratory and healthcare construction industry and [2] a reliance on sole or limited-source suppliers for key materials. |
Why The Stock Moved
Qualitative Assessment
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<b>1. </b>Despite reporting strong top and bottom-line growth for the first quarter of fiscal year 2026 (ended July 31, 2025), Kewaunee Scientific's stock slid 19.7% following the earnings release on September 10, 2025, indicating a sharp underperformance relative to the broader market.
<br><br><b>2. </b>Management's outlook for fiscal year 2026 included expectations of "volatility in project delivery timelines" and "uneven results ahead," alongside an acknowledgment that strategic investments would "place pressure on near-term earnings".
<br><br><b>3. </b>The Corporate segment experienced a wider pre-tax loss during the first quarter of fiscal year 2026, primarily due to higher investments in corporate infrastructure and ongoing costs associated with integrating the Nu Aire subsidiary.
<br><br><b>4. </b>For the second quarter of fiscal year 2026 (ended October 31, 2025), Kewaunee Scientific reported a decrease in pre-tax earnings by 12.2% and a decline in net earnings, with diluted earnings per share falling to $0.82 from $1.01 in the prior year quarter.
<br><br><b>5. </b>Segment profitability in the second quarter of fiscal year 2026 was negatively impacted by lower manufacturing volumes within the laboratory construction portion of the business.
Show moreStock Movement Drivers
Fundamental Drivers
The -13.1% change in KEQU stock from 9/27/2025 to 12/27/2025 was primarily driven by a -12.0% change in the company's Net Income Margin (%).| 9272025 | 12272025 | Change | |
|---|---|---|---|
| Stock Price ($) | 43.74 | 38.00 | -13.12% |
| Change Contribution By | LTM | LTM | |
| Total Revenues ($ Mil) | 263.18 | 285.51 | 8.49% |
| Net Income Margin (%) | 4.68% | 4.11% | -12.04% |
| P/E Multiple | 10.13 | 9.28 | -8.48% |
| Shares Outstanding (Mil) | 2.85 | 2.87 | -0.53% |
| Cumulative Contribution | -13.13% |
Market Drivers
9/27/2025 to 12/27/2025| Return | Correlation | |
|---|---|---|
| KEQU | -13.1% | |
| Market (SPY) | 4.3% | 33.1% |
| Sector (XLY) | 1.8% | 32.4% |
Fundamental Drivers
The -32.9% change in KEQU stock from 6/28/2025 to 12/27/2025 was primarily driven by a -48.5% change in the company's Net Income Margin (%).| 6282025 | 12272025 | Change | |
|---|---|---|---|
| Stock Price ($) | 56.67 | 38.00 | -32.95% |
| Change Contribution By | LTM | LTM | |
| Total Revenues ($ Mil) | 220.03 | 285.51 | 29.76% |
| Net Income Margin (%) | 7.99% | 4.11% | -48.53% |
| P/E Multiple | 9.26 | 9.28 | 0.19% |
| Shares Outstanding (Mil) | 2.87 | 2.87 | 0.21% |
| Cumulative Contribution | -32.95% |
Market Drivers
6/28/2025 to 12/27/2025| Return | Correlation | |
|---|---|---|
| KEQU | -32.9% | |
| Market (SPY) | 12.6% | 13.6% |
| Sector (XLY) | 11.9% | 8.9% |
Fundamental Drivers
The -40.4% change in KEQU stock from 12/27/2024 to 12/27/2025 was primarily driven by a -56.2% change in the company's Net Income Margin (%).| 12272024 | 12272025 | Change | |
|---|---|---|---|
| Stock Price ($) | 63.81 | 38.00 | -40.45% |
| Change Contribution By | LTM | LTM | |
| Total Revenues ($ Mil) | 199.64 | 285.51 | 43.02% |
| Net Income Margin (%) | 9.39% | 4.11% | -56.21% |
| P/E Multiple | 9.78 | 9.28 | -5.11% |
| Shares Outstanding (Mil) | 2.87 | 2.87 | 0.21% |
| Cumulative Contribution | -40.45% |
Market Drivers
12/27/2024 to 12/27/2025| Return | Correlation | |
|---|---|---|
| KEQU | -40.4% | |
| Market (SPY) | 17.0% | 34.7% |
| Sector (XLY) | 7.0% | 30.3% |
Fundamental Drivers
The 145.2% change in KEQU stock from 12/28/2022 to 12/27/2025 was primarily driven by a 69.6% change in the company's P/S Multiple.| 12282022 | 12272025 | Change | |
|---|---|---|---|
| Stock Price ($) | 15.50 | 38.00 | 145.16% |
| Change Contribution By | LTM | LTM | |
| Total Revenues ($ Mil) | 195.03 | 285.51 | 46.39% |
| P/S Multiple | 0.22 | 0.38 | 69.60% |
| Shares Outstanding (Mil) | 2.83 | 2.87 | -1.27% |
| Cumulative Contribution | 145.12% |
Market Drivers
12/28/2023 to 12/27/2025| Return | Correlation | |
|---|---|---|
| KEQU | 30.2% | |
| Market (SPY) | 48.0% | 23.4% |
| Sector (XLY) | 37.7% | 21.4% |
Price Returns Compared
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| KEQU Return | -7% | 2% | 26% | 82% | 113% | -39% | 183% |
| Peers Return | 16% | 38% | -12% | 21% | 26% | 16% | 150% |
| S&P 500 Return | 16% | 27% | -19% | 24% | 23% | 18% | 114% |
Monthly Win Rates [3] | |||||||
| KEQU Win Rate | 33% | 25% | 42% | 67% | 67% | 42% | |
| Peers Win Rate | 52% | 65% | 42% | 68% | 57% | 52% | |
| S&P 500 Win Rate | 58% | 75% | 42% | 67% | 75% | 73% | |
Max Drawdowns [4] | |||||||
| KEQU Max Drawdown | -47% | -8% | 0% | -8% | -4% | -50% | |
| Peers Max Drawdown | -34% | -5% | -26% | -7% | -9% | -23% | |
| S&P 500 Max Drawdown | -31% | -1% | -25% | -1% | -2% | -15% | |
[1] Cumulative total returns since the beginning of 2020
[2] Peers: HPQ, HPE, IBM, CSCO, AAPL.
[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] 2025 data is for the year up to 12/26/2025 (YTD)
How Low Can It Go
| Event | KEQU | S&P 500 |
|---|---|---|
| 2022 Inflation Shock | ||
| % Loss | -26.3% | -25.4% |
| % Gain to Breakeven | 35.6% | 34.1% |
| Time to Breakeven | 139 days | 464 days |
| 2020 Covid Pandemic | ||
| % Loss | -47.4% | -33.9% |
| % Gain to Breakeven | 90.2% | 51.3% |
| Time to Breakeven | 446 days | 148 days |
| 2018 Correction | ||
| % Loss | -64.6% | -19.8% |
| % Gain to Breakeven | 182.7% | 24.7% |
| Time to Breakeven | 1,602 days | 120 days |
| 2008 Global Financial Crisis | ||
| % Loss | -67.7% | -56.8% |
| % Gain to Breakeven | 209.5% | 131.3% |
| Time to Breakeven | 2,797 days | 1,480 days |
Compare to HPQ, HPE, IBM, CSCO, AAPL
In The Past
Kewaunee Scientific's stock fell -26.3% during the 2022 Inflation Shock from a high on 8/25/2022. A -26.3% loss requires a 35.6% gain to breakeven.
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AI Analysis | Feedback
Here are 1-2 brief analogies for Kewaunee Scientific (KEQU):
- Steelcase for scientific laboratories.
- Herman Miller for research and healthcare facilities.
AI Analysis | Feedback
- Laboratory Casework: Steel, wood, and laminate cabinets, benches, and tables designed for scientific and educational laboratory environments.
- Fume Hoods: Safety enclosures that protect laboratory personnel by containing and exhausting hazardous fumes and vapors.
- Laboratory Worksurfaces and Fixtures: Durable countertops and integrated plumbing, electrical, and gas fittings essential for laboratory operations.
- Specialty Laboratory Products: A range of specialized items including safety cabinets, drying racks, and emergency showers for laboratory safety and functionality.
AI Analysis | Feedback
Kewaunee Scientific (KEQU) primarily sells its laboratory furniture, fume hoods, and related products to other companies and institutions (B2B), rather than directly to individuals. The company's customer base is diverse, spanning various industries and types of organizations that require specialized laboratory environments. Kewaunee Scientific does not disclose specific individual companies that represent a significant concentration of its revenue. Instead, it describes its major customers by the industries and types of institutions they serve. Therefore, the major customer categories served by Kewaunee Scientific include:- Pharmaceutical companies
- Biotechnology companies
- Chemical companies
- Industrial companies
- Education institutions (e.g., universities, colleges, research institutes)
- Healthcare institutions (e.g., hospitals, medical research centers)
- Government agencies (e.g., federal, state, and local research facilities)
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Thomas D. Hull III, President, Chief Executive Officer
Thomas D. Hull III was elected President and Chief Executive Officer of Kewaunee Scientific on March 11, 2019. He initially joined the company as Vice President of Finance and Chief Financial Officer on November 1, 2015, at which time he was also elected Secretary and Treasurer. Prior to his tenure at Kewaunee, Mr. Hull held various management positions with Ernst & Young in Pittsburgh, Pennsylvania, from 1998 through 2011. Most recently, he served as the Vice President of Finance, Accounting, and Information Technology with ATI Specialty Materials in Charlotte, North Carolina.
Donald T. Gardner III, Vice President, Finance and Chief Financial Officer
Donald T. Gardner III joined Kewaunee Scientific as Vice President of Finance and Chief Financial Officer on April 29, 2019, simultaneously being elected Secretary and Treasurer of the Corporation. Before joining Kewaunee, he was the Vice President, Financial Planning & Analysis of Victra, which is a portfolio company backed by the private equity firm Lone Star Funds. Prior to Victra, he served as Chief Financial Officer of Component Sourcing International, another company that was a portfolio company of Argosy private equity. This demonstrates a pattern of managing companies backed by private equity firms.
Douglas J. Batdorff, Vice President, Manufacturing Operations
Douglas J. Batdorff joined Kewaunee in June 2020 as Vice President of Manufacturing Operations. He brings significant experience in directing manufacturing operations, with a focus on improving business performance and maximizing growth and profitability. His previous experience includes seven years with General Motors, thirteen years with Steelcase, and one year with Legacy Cabinets.
B. Sathyamurthy, Vice President, Kewaunee Scientific Corporation Singapore Pte. Ltd., Managing Director of International Operations
B. Sathyamurthy was elected Vice President of Kewaunee Scientific Corporation Singapore Pte. Ltd., the holding company for Kewaunee's subsidiaries in India, Singapore, and China, in September 2014. He has served as Managing Director of International Operations, overseeing all sales and operations in Asia, as well as sales efforts in the Middle East, since September 2013. Mr. Sathyamurthy joined the Kewaunee organization in 2000 as General Manager of India Operations and Kewaunee Labway India Pvt. Ltd., and was later promoted to Managing Director of Kewaunee Labway India Pvt. Ltd. and Kewaunee Scientific Corporation India Pvt. Ltd.
Mandar M. Ranade, Vice President, Information Technology and Engineering
Mandar M. Ranade joined Kewaunee in December 2019 as Vice President of Information Technology. He possesses significant experience within the laboratory furniture and infrastructure industry, as well as with companies undergoing similar technology modernization programs. Before his role at Kewaunee, Mr. Ranade held senior IT leadership positions with TCS-GE Healthcare, Thermo Fisher -Hamilton Laboratory Furniture division, IMS Health, AdvocateAurora Healthcare, and most recently as Division IT Leader for Fairbanks Morse, a division of Enpro Industries.
AI Analysis | Feedback
The key risks to Kewaunee Scientific (KEQU) primarily revolve around the inherent volatility of its core markets, challenges within its manufacturing and supply chain, and broader competitive and economic pressures.
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Volatility in the laboratory and healthcare building construction industry: Kewaunee Scientific's principal markets are highly susceptible to fluctuations in the laboratory and healthcare building construction industry. This sector is subject to significant volatility due to various external factors outside the company's control. A decline in construction activity or a reduction in demand for Kewaunee Scientific's products could materially and adversely affect its business and financial condition.
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Manufacturing and supply chain risks: The company faces numerous manufacturing and supply chain risks. A significant concern is its reliance on sole or limited sources of supply for certain materials, components, and services. This dependence could lead to production interruptions, delays, and inefficiencies, ultimately impacting the company's ability to deliver products and meet customer demands.
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Competitive and general economic conditions: Kewaunee Scientific is exposed to risks associated with competitive and general economic conditions. These include disruptions stemming from government mandates, both domestically and internationally, as well as constraints and disruptions from suppliers. Changes in overall customer demands, shifts in the legal and regulatory environment, and fluctuations in raw material and commodity costs also pose significant risks to the business.
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Kewaunee Scientific's main products and their addressable market sizes are as follows:
- Laboratory Furniture and Casework: The global laboratory furniture market was valued at approximately USD 2.00 billion in 2025 and is projected to reach USD 3.18 billion by 2035, growing at a compound annual growth rate (CAGR) of 4.30% during the forecast period. Another report estimates the global laboratory furniture market at US$ 1.14 billion in 2024, forecast to increase to US$ 2.13 billion by 2034, expanding at a CAGR of 6.4%. The global market for lab casework was valued at US$ 1,236 million in 2024 and is projected to reach US$ 1,536 million by 2031, with a CAGR of 3.2%. For North America, the laboratory workstation & storage furniture market size was estimated at USD 1.33 billion in 2023 and is expected to grow at a CAGR of 8.3% from 2024 to 2030, reaching USD 2.30 billion by 2030. The U.S. segment of this market was estimated at USD 1.12 billion in 2023.
- Fume Hoods: The global fume hood market size was valued at USD 804.27 million in 2024, growing to USD 872.12 million in 2025, with a projected CAGR of 8.33% to reach USD 1.52 billion by 2032. Other estimates place the global fume hood market at approximately USD 1.5 billion in 2024, anticipated to reach around USD 2.8 billion by 2033, reflecting a CAGR of 7.2% from 2025 to 2033. Another source indicates the global fume hood market was USD 0.64 billion in 2024 and is expected to reach USD 0.85 billion by 2033, exhibiting a CAGR of 3.2%.
- Biological Safety Cabinets: The global biological safety cabinet market size was valued at USD 211.04 million in 2023 and is expected to grow at a CAGR of 7.62% from 2024 to 2030, reaching USD 352.41 million by 2030. Another report states the global biological safety cabinets market was worth USD 189.21 million in 2024 and is predicted to grow at a CAGR of 8.24% from 2025 to 2033, reaching USD 386.85 million by 2033. Another source valued the global market at USD 318.4 million in 2024, projected to grow to USD 468.5 million by 2032, with a CAGR of 5.1%.
AI Analysis | Feedback
Here are 3-5 expected drivers of future revenue growth for Kewaunee Scientific (KEQU) over the next 2-3 years:
- Acquisition of Nu Aire: The recent acquisition of Nu Aire is a significant driver, expanding Kewaunee Scientific's product portfolio to include biological safety cabinets, CO2 incubators, and ultralow freezers. This acquisition also broadens Kewaunee's market reach, particularly in regions where it previously lacked distribution partners, and is expected to contribute to increased domestic sales.
- Expansion into International Markets: Kewaunee Scientific is strategically focused on accelerating growth in international markets, including the Middle East, North and Sub-Saharan Africa, and India. The establishment of Kewaunee Scientific Saudia Co. supports this expansion, indicating a long-term growth strategy in these regions.
- Growth in Life Sciences, Healthcare, and Education Sectors: The company serves industries that are experiencing ongoing investment in research and development, such as life sciences, healthcare, and education. This sustained investment globally is expected to drive demand for Kewaunee's laboratory furniture and technical products.
- Strong Order Backlog: Kewaunee Scientific maintains a substantial order backlog, which represents future revenue. As of July 31, 2025, the company reported an order backlog of $205.0 million, indicating a consistent demand for its products and services.
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Share Repurchases
- Kewaunee Scientific's Board of Directors authorized the repurchase of up to an additional 100,000 shares of common stock on March 12, 2025, under an existing program.
- As of March 12, 2025, including the new authorization, a total of 111,176 shares were authorized for repurchase.
- The company paused share repurchases between October 2, 2023, and April 9, 2024, to prioritize the acquisition of Nu Aire, Inc., and resumed repurchases on February 28, 2025.
Share Issuance
- The number of shares outstanding for Kewaunee Scientific has remained relatively stable, around 2.76 million to 2.87 million, from fiscal year 2020 to fiscal year 2025, indicating minimal significant share issuance.
Outbound Investments
- Kewaunee Scientific completed the acquisition of Nu Aire, Inc. on November 1, 2024.
- This acquisition was a strategic move to combine two market leaders with complementary strengths in laboratory equipment and biosafety solutions.
- Cash acquisitions, primarily related to the Nu Aire acquisition, amounted to approximately $28.74 million for the fiscal year ending April 30, 2025, and the trailing twelve months ending July 31, 2025.
Capital Expenditures
- Capital expenditures were approximately $2.17 million for fiscal year 2025 and $4.37 million for fiscal year 2024.
- For fiscal year 2026, capital expenditures are anticipated to be around $7.0 million.
- These projected fiscal year 2026 expenditures are expected to be funded primarily by operating activities, with supplemental borrowings from the revolving credit facility as needed.
Latest Trefis Analyses
| Title | Topic | |
|---|---|---|
| DASHBOARDS | ||
| Kewaunee Scientific Earnings Notes | ||
| How Low Can Kewaunee Scientific Stock Really Go? | Return |
| Title | |
|---|---|
| ARTICLES |
Trade Ideas
Select ideas related to KEQU. For more, see Trefis Trade Ideas.
| Date | Ticker | Company | Category | Trade Strategy | 6M Fwd Rtn | 12M Fwd Rtn | 12M Max DD |
|---|---|---|---|---|---|---|---|
| 11302025 | BBWI | Bath & Body Works | Dip Buy | DB | Insider Buys | Low D/EDip Buy with Strong Insider BuyingBuying dips for companies with strong insider buying in the last 1 month, positive operating income and reasonable debt / market cap | 13.7% | 13.7% | 0.0% |
| 11262025 | HRB | H&R Block | 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 | 6.0% | 6.0% | -0.1% |
| 11262025 | LRN | Stride | 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 | 3.8% | 3.8% | -4.4% |
| 11212025 | ABNB | Airbnb | 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 | 19.7% | 19.7% | 0.0% |
| 11212025 | MTN | Vail Resorts | 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 | 2.3% | 2.3% | -1.6% |
Research & Analysis
Invest in Strategies
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Peer Comparisons for Kewaunee Scientific
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 58.08 |
| Mkt Cap | 158.8 |
| Rev LTM | 56,496 |
| Op Inc LTM | 7,584 |
| FCF LTM | 7,327 |
| FCF 3Y Avg | 7,366 |
| CFO LTM | 8,590 |
| CFO 3Y Avg | 8,697 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 7.4% |
| Rev Chg 3Y Avg | 3.2% |
| Rev Chg Q | 9.4% |
| QoQ Delta Rev Chg LTM | 2.1% |
| Op Mgn LTM | 12.3% |
| Op Mgn 3Y Avg | 11.9% |
| QoQ Delta Op Mgn LTM | -0.1% |
| CFO/Rev LTM | 14.6% |
| CFO/Rev 3Y Avg | 17.1% |
| FCF/Rev LTM | 11.6% |
| FCF/Rev 3Y Avg | 12.1% |
Price Behavior
| Market Price | $38.00 | |
| Market Cap ($ Bil) | 0.1 | |
| First Trading Date | 02/25/1992 | |
| Distance from 52W High | -45.5% | |
| 50 Days | 200 Days | |
| DMA Price | $40.38 | $44.06 |
| DMA Trend | down | down |
| Distance from DMA | -5.9% | -13.8% |
| 3M | 1YR | |
| Volatility | 32.4% | 63.8% |
| Downside Capture | 98.55 | 141.70 |
| Upside Capture | 10.90 | 67.97 |
| Correlation (SPY) | 32.5% | 34.5% |
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 1.03 | 1.01 | 0.58 | 1.34 | 1.12 | 0.71 |
| Up Beta | 0.25 | 0.34 | -0.50 | 0.86 | 0.98 | 0.57 |
| Down Beta | 2.45 | 1.74 | 1.61 | 1.47 | 1.42 | 0.85 |
| Up Capture | -7% | 24% | -74% | 101% | 84% | 54% |
| Bmk +ve Days | 13 | 26 | 39 | 74 | 142 | 427 |
| Stock +ve Days | 8 | 19 | 26 | 57 | 112 | 335 |
| Down Capture | 162% | 131% | 138% | 157% | 109% | 85% |
| Bmk -ve Days | 7 | 16 | 24 | 52 | 107 | 323 |
| Stock -ve Days | 12 | 23 | 37 | 68 | 135 | 343 |
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
| Comparison of KEQU With Other Asset Classes (Last 1Y) | |||||||
|---|---|---|---|---|---|---|---|
| KEQU | Sector ETF | Equity | Gold | Commodities | Real Estate | Bitcoin | |
| Annualized Return | -29.5% | 7.5% | 17.8% | 72.1% | 8.6% | 4.4% | -8.2% |
| Annualized Volatility | 64.9% | 24.3% | 19.4% | 19.3% | 15.2% | 17.0% | 35.0% |
| Sharpe Ratio | -0.29 | 0.24 | 0.72 | 2.70 | 0.34 | 0.09 | -0.08 |
| Correlation With Other Assets | 31.2% | 34.8% | -0.6% | 12.5% | 17.6% | 13.8% | |
ETFs used for asset classes: Sector ETF = XLY, Equity = SPY, Gold = GLD, Commodities = DBC, Real Estate = VNQ, and Bitcoin = BTCUSD
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Based On 5-Year Data
| Comparison of KEQU With Other Asset Classes (Last 5Y) | |||||||
|---|---|---|---|---|---|---|---|
| KEQU | Sector ETF | Equity | Gold | Commodities | Real Estate | Bitcoin | |
| Annualized Return | 28.9% | 9.6% | 14.7% | 18.7% | 11.5% | 4.6% | 30.8% |
| Annualized Volatility | 51.8% | 23.8% | 17.1% | 15.5% | 18.7% | 18.9% | 48.6% |
| Sharpe Ratio | 0.71 | 0.36 | 0.70 | 0.97 | 0.50 | 0.16 | 0.57 |
| Correlation With Other Assets | 13.2% | 16.0% | -1.1% | 1.0% | 6.5% | 5.4% | |
ETFs used for asset classes: Sector ETF = XLY, Equity = SPY, Gold = GLD, Commodities = DBC, Real Estate = VNQ, and Bitcoin = BTCUSD
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 10-Year Data
| Comparison of KEQU With Other Asset Classes (Last 10Y) | |||||||
|---|---|---|---|---|---|---|---|
| KEQU | Sector ETF | Equity | Gold | Commodities | Real Estate | Bitcoin | |
| Annualized Return | 9.4% | 13.2% | 14.8% | 15.3% | 7.0% | 5.3% | 69.2% |
| Annualized Volatility | 47.3% | 21.9% | 18.0% | 14.7% | 17.6% | 20.8% | 55.8% |
| Sharpe Ratio | 0.37 | 0.55 | 0.71 | 0.86 | 0.32 | 0.22 | 0.90 |
| Correlation With Other Assets | 13.2% | 14.0% | 0.0% | 3.6% | 9.8% | 4.0% | |
ETFs used for asset classes: Sector ETF = XLY, Equity = SPY, Gold = GLD, Commodities = DBC, Real Estate = VNQ, and Bitcoin = BTCUSD
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 |
| 12/10/2025 | -4.4% | -2.8% | |
| 9/10/2025 | -21.2% | -17.3% | -21.1% |
| 6/26/2025 | 3.4% | 6.6% | 6.9% |
| 3/12/2025 | -2.0% | 0.2% | -29.8% |
| 12/11/2024 | 26.1% | 23.8% | 30.5% |
| 9/11/2024 | -3.8% | -10.4% | -24.5% |
| 6/26/2024 | 10.2% | 20.2% | 37.9% |
| 3/6/2024 | -4.0% | -3.0% | 16.6% |
| ... | |||
| SUMMARY STATS | |||
| # Positive | 11 | 10 | 11 |
| # Negative | 11 | 12 | 11 |
| Median Positive | 2.8% | 4.4% | 9.7% |
| Median Negative | -3.3% | -3.2% | -12.6% |
| Max Positive | 29.3% | 28.0% | 58.7% |
| Max Negative | -22.3% | -26.3% | -32.7% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 10312025 | 12122025 | 10-Q 10/31/2025 |
| 7312025 | 9122025 | 10-Q 7/31/2025 |
| 4302025 | 7022025 | 10-K 4/30/2025 |
| 1312025 | 3142025 | 10-Q 1/31/2025 |
| 10312024 | 12132024 | 10-Q 10/31/2024 |
| 7312024 | 9132024 | 10-Q 7/31/2024 |
| 4302024 | 6282024 | 10-K 4/30/2024 |
| 1312024 | 3082024 | 10-Q 1/31/2024 |
| 10312023 | 12082023 | 10-Q 10/31/2023 |
| 7312023 | 9012023 | 10-Q 7/31/2023 |
| 4302023 | 6302023 | 10-K 4/30/2023 |
| 1312023 | 3102023 | 10-Q 1/31/2023 |
| 10312022 | 12092022 | 10-Q 10/31/2022 |
| 7312022 | 9092022 | 10-Q 7/31/2022 |
| 4302022 | 7012022 | 10-K 4/30/2022 |
| 1312022 | 3112022 | 10-Q 1/31/2022 |
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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