La Rosa (LRHC)
Market Price (4/24/2026): $2.15 | Market Cap: $21,861Sector: Real Estate | Industry: Real Estate Operating Companies
La Rosa (LRHC)
Market Price (4/24/2026): $2.15Market Cap: $21,861Sector: Real EstateIndustry: Real Estate Operating Companies
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
Strong revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is 25% Valuation becoming less expensiveP/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is -95% | Weak multi-year price returns2Y Excs Rtn is -142%, 3Y Excs Rtn is -171% | Not profitable at operating income levelOp Inc LTMOperating Income, Last Twelve Months is -14 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -18% Debt is significantNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 31594% Not cash flow generativeCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is -9.3%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -9.3% 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 -133235% High stock price volatilityVol 12M is 163% Significant 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 591% Key risksLRHC key risks include [1] substantial doubt about its ability to continue as a going concern, Show more. |
| Strong revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is 25% |
| Valuation becoming less expensiveP/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is -95% |
| Weak multi-year price returns2Y Excs Rtn is -142%, 3Y Excs Rtn is -171% |
| Not profitable at operating income levelOp Inc LTMOperating Income, Last Twelve Months is -14 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -18% |
| Debt is significantNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 31594% |
| Not cash flow generativeCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is -9.3%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -9.3% |
| 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 -133235% |
| High stock price volatilityVol 12M is 163% |
| Significant 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 591% |
| Key risksLRHC key risks include [1] substantial doubt about its ability to continue as a going concern, Show more. |
Qualitative Assessment
AI Analysis | Feedback
1. Nasdaq Non-Compliance due to Delayed Annual Report.
La Rosa Holdings Corp. received a Nasdaq notification on April 16, 2026, for failing to timely file its Annual Report on Form 10-K for the fiscal year ended December 31, 2025. This non-compliance with Nasdaq Listing Rule 5250(c)(1) significantly impacts investor confidence and could lead to delisting if the company does not submit a compliance plan by June 15, 2026, and fully regain compliance by October 12, 2026.
2. Implementation of a Reverse Stock Split.
On April 16, 2026, La Rosa Holdings announced a 1-for-10 reverse stock split, which became effective on April 20, 2026. While intended to maintain Nasdaq listing compliance by increasing the per-share price, such actions are often perceived negatively by the market, indicating underlying financial distress and frequently leading to further share price depreciation. The stock declined 29.93% on the day this news was published.
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Stock Movement Drivers
Fundamental Drivers
The -96.8% change in LRHC stock from 12/31/2025 to 4/23/2026 was primarily driven by a -96.8% change in the company's P/S Multiple.| (LTM values as of) | 12312025 | 4232026 | Change |
|---|---|---|---|
| Stock Price ($) | 63.40 | 2.06 | -96.8% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 79 | 79 | 0.0% |
| P/S Multiple | 0.0 | 0.0 | -96.8% |
| Shares Outstanding (Mil) | 0 | 0 | 0.0% |
| Cumulative Contribution | -96.8% |
Market Drivers
12/31/2025 to 4/23/2026| Return | Correlation | |
|---|---|---|
| LRHC | -96.8% | |
| Market (SPY) | 4.2% | 23.3% |
| Sector (XLRE) | 8.9% | 8.2% |
Fundamental Drivers
The -99.7% change in LRHC stock from 9/30/2025 to 4/23/2026 was primarily driven by a -99.6% change in the company's P/S Multiple.| (LTM values as of) | 9302025 | 4232026 | Change |
|---|---|---|---|
| Stock Price ($) | 718.00 | 2.06 | -99.7% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 78 | 79 | 0.8% |
| P/S Multiple | 0.1 | 0.0 | -99.6% |
| Shares Outstanding (Mil) | 0 | 0 | -33.1% |
| Cumulative Contribution | -99.7% |
Market Drivers
9/30/2025 to 4/23/2026| Return | Correlation | |
|---|---|---|
| LRHC | -99.7% | |
| Market (SPY) | 7.0% | 24.8% |
| Sector (XLRE) | 5.5% | 6.7% |
Fundamental Drivers
The -99.9% change in LRHC stock from 3/31/2025 to 4/23/2026 was primarily driven by a -99.4% change in the company's P/S Multiple.| (LTM values as of) | 3312025 | 4232026 | Change |
|---|---|---|---|
| Stock Price ($) | 1440.00 | 2.06 | -99.9% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 63 | 79 | 24.5% |
| P/S Multiple | 0.0 | 0.0 | -99.4% |
| Shares Outstanding (Mil) | 0 | 0 | -79.9% |
| Cumulative Contribution | -99.9% |
Market Drivers
3/31/2025 to 4/23/2026| Return | Correlation | |
|---|---|---|
| LRHC | -99.9% | |
| Market (SPY) | 28.1% | 21.3% |
| Sector (XLRE) | 8.0% | 10.7% |
Fundamental Drivers
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Market Drivers
3/31/2023 to 4/23/2026| Return | Correlation | |
|---|---|---|
| LRHC | ||
| Market (SPY) | 79.8% | 11.2% |
| Sector (XLRE) | 29.5% | 5.6% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| LRHC Return | - | - | -57% | -44% | -99% | -96% | -100% |
| Peers Return | 77% | -66% | 23% | 28% | -5% | -16% | -23% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 4% | 90% |
Monthly Win Rates [3] | |||||||
| LRHC Win Rate | - | - | 33% | 42% | 17% | 0% | |
| Peers Win Rate | 36% | 33% | 50% | 53% | 40% | 40% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 50% | |
Max Drawdowns [4] | |||||||
| LRHC Max Drawdown | - | - | -73% | -68% | -99% | -96% | |
| Peers Max Drawdown | -35% | -69% | -24% | -35% | -31% | -36% | |
| S&P 500 Max Drawdown | -1% | -25% | -1% | -2% | -15% | -7% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: EXPI, COMP, RMAX, REAX, FTHM.
[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 4/23/2026 (YTD)
How Low Can It Go
LRHC has limited trading history. Below is the Real Estate sector ETF (XLRE) in its place.
| Event | XLRE | S&P 500 |
|---|---|---|
| 2022 Inflation Shock | ||
| % Loss | -37.9% | -25.4% |
| % Gain to Breakeven | 61.0% | 34.1% |
| Time to Breakeven | Not Fully Recovered days | 464 days |
| 2020 Covid Pandemic | ||
| % Loss | -39.3% | -33.9% |
| % Gain to Breakeven | 64.7% | 51.3% |
| Time to Breakeven | 393 days | 148 days |
| 2018 Correction | ||
| % Loss | -13.5% | -19.8% |
| % Gain to Breakeven | 15.7% | 24.7% |
| Time to Breakeven | 43 days | 120 days |
Compare to EXPI, COMP, RMAX, REAX, FTHM
In The Past
Real Estate Select Sector SPDR Fund (The)'s stock fell -37.9% during the 2022 Inflation Shock from a high on 12/31/2021. A -37.9% loss requires a 61.0% gain to breakeven.
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About La Rosa (LRHC)
AI Analysis | Feedback
Here are 1-3 brief analogies for La Rosa (LRHC):
- A bit like Keller Williams, known for its agent training and empowerment, but with a stronger emphasis on cloud-based technology and higher commission splits for agents.
- Similar to RE/MAX for its high agent commission model within a branded franchise, but providing a more integrated suite of coaching, tech, and ancillary services.
- Imagine eXp Realty's agent-centric, cloud-based model and high commission splits, but operating with a network of physical franchise offices for local support.
AI Analysis | Feedback
La Rosa (LRHC) provides the following major services:
- Residential and Commercial Real Estate Brokerage: The company offers person-to-person services for buying and selling residential and commercial properties.
- Real Estate Franchising: La Rosa grants franchises for real estate brokerage offices, expanding its brand presence and generating fees.
- Real Estate Brokerage Education and Coaching: The company provides required training, coaching, and business development programs for its real estate agents through its La Rosa Coaching, LLC subsidiary.
- Property Management: La Rosa offers services for managing real estate properties.
AI Analysis | Feedback
La Rosa (LRHC) serves a diverse customer base, with a significant emphasis on individual real estate professionals and the general public seeking real estate services. Based on the provided description, the company primarily sells its services to individuals, with its business model heavily reliant on its network of agents.
The major categories of customers La Rosa serves are:
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Licensed Real Estate Agents and Brokers (Independent Contractors): These are the approximately 2,450 licensed real estate professionals who affiliate with La Rosa Realty, either through its corporate offices or franchised locations. They are customers because La Rosa cross-sells them ancillary technology-based products and services, provides mandatory coaching and training (e.g., through La Rosa Coaching, LLC), and offers a supportive platform and business model (including an agent-centric commission model) to help them grow their businesses. These agents pay fees and/or share commissions with La Rosa in exchange for these services and the overall support system.
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Residential Real Estate Consumers: These are individuals from the general public who utilize La Rosa's network of affiliated agents to buy, sell, or lease residential properties. While the agents provide direct person-to-person brokerage services to these consumers, La Rosa ultimately earns a share of the commissions from these transactions, making the home buyers and sellers indirect customers whose transactions drive a significant portion of the company's revenue.
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Commercial Real Estate Clients: These are individuals or businesses from the general public who engage La Rosa's affiliated agents (specifically through La Rosa CRE, LLC) for their commercial real estate transactions. Similar to residential consumers, these clients utilize the company's brokerage services, and La Rosa earns a share of the commissions generated from these commercial property deals.
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Joseph La Rosa, Chief Executive Officer & Interim Chief Financial Officer
Joseph La Rosa is the Founder of La Rosa Holdings Corp. and has served as its President, Chief Executive Officer, and Chairman of the Board since August 2021. He also took on the role of interim Chief Financial Officer starting October 1, 2024. Prior to his career in real estate, Mr. La Rosa was a police officer in Orlando, Florida. In 2001, he joined his family's commercial and residential real estate development business, La Rosa Development, LLC, where he currently serves as President. From 2008 to 2010, he was President of the Casa Latino group of companies, co-developing the first Latino real estate franchise throughout the United States, which the National Association of Realtors recognized as one of the fastest-growing real estate franchises in the U.S. in 2010. Mr. La Rosa founded La Rosa Realty, LLC in 2004, and is recognized as a multi-company entrepreneur, life and business development coach, and philanthropist with 18 years of experience in real estate.
Deana La Rosa, Chief Operating Officer
Deana La Rosa serves as the Chief Operating Officer. She has 25 years of experience in managing teams and projects across finance and technology sectors. Her background includes roles as a former CEO, Financial Analyst, and QA manager in Lending and Software Development Industries.
Alex Santos, Chief Technology Officer
Alex Santos holds the position of Chief Technology Officer. He has a Bachelor of Science in Computer Science and over 25 years of experience in web development and technology solutions, including the creation of secure and scalable web applications.
Tiffany Polite, Director of Coaching
Tiffany Polite is the Director of Coaching for La Rosa Holdings Corp. She brings over five years of experience in the real estate industry as both an agent and a coach, coupled with more than ten years of management and coaching expertise.
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- Dependence on the Residential Real Estate Market: La Rosa operates primarily in the United States residential real estate market, which experienced a decline of approximately $2.3 trillion, or 4.9%, from its June 2022 peak to the end of 2022. Fluctuations and downturns in this market directly impact the company's transaction volumes and revenue streams.
- Intense and Diverse Competition: La Rosa faces significant competition from a wide array of companies, including established residential real estate firms like RE/MAX Holdings, Inc., Keller Williams Realty, Inc., and Realogy Holdings, Corp. Additionally, the company competes with internet-based real estate brokers such as Realtor.com, Redfin.com, and Zillow.com, as well as brokers offering deeply discounted or "flat fee" commissions, like SimpleShowing Holdings, Inc. and Homie Technology, Inc. This varied competitive landscape, particularly from models emphasizing lower commissions or technology-driven self-service, poses a threat to La Rosa's market share and its agent-centric, personalized service model.
- Attraction and Retention of Real Estate Agents: The company's business model is highly "agent-centric," relying on approximately 2,450 licensed real estate brokers and sales associates who are independent contractors. La Rosa's ability to attract and retain these agents is critical, depending on its commission model, proprietary technology, training, and support at minimal cost. Should competitors offer more compelling packages or if the appeal of La Rosa's agent-centric approach diminishes, it could lead to agent attrition and negatively impact business operations and growth.
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```htmlThe addressable market for La Rosa's main services is:
- United States residential real estate market: $45.3 trillion at the end of 2022.
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La Rosa (LRHC) is expected to drive future revenue growth over the next 2-3 years through several key strategies:
- Expansion of the Agent Base and Franchised Offices: The company's agent-centric commission model, proprietary technology, training, and support attract a growing number of licensed real estate brokers and sales associates. This expansion, both through increasing the agent count within existing offices and by adding new franchised real estate brokerage offices, is a foundational driver for increased transaction volume and associated revenues.
- Increased Cross-Selling of Ancillary Services to Agents: La Rosa aims to generate revenue by referring or requiring its agents and franchisees' agents to utilize the business services it provides. This includes mandatory coaching through La Rosa Coaching, LLC for new agents, multi-day training sessions, and other technology-based products and services.
- Growth in Commercial Real Estate Services: Unlike many residential real estate brokerages, La Rosa encourages and requires its sales agents to engage in commercial real estate transactions, utilizing the services of its subsidiary, La Rosa CRE, LLC. This focus on commercial real estate represents a distinct avenue for revenue growth.
- Acquisition of Complementary Businesses: The company anticipates acquiring other complementary businesses, such as title and insurance agencies and mortgage brokerages, following its offering. These acquisitions are expected to enhance gross revenues and profit margins by expanding the range of services offered and creating additional revenue streams.
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Share Repurchases
- La Rosa Holdings Corp. announced a stock buyback program on April 24, 2025, authorizing the repurchase of up to $500,000 of its common stock from the open market.
Share Issuance
- On March 4, 2026, La Rosa Holdings Corp. issued 100 shares of Series C Convertible Preferred Stock to an institutional investor for $100,000 in gross proceeds.
- The company implemented a 1-for-10 reverse stock split, effective January 26, 2026, reducing the total outstanding shares from approximately 5.35 million to about 535,000.
- Up to 6,950,334 shares of common stock were registered for offer and sale by a selling stockholder, linked to convertible notes and warrants issued in February and April 2024.
Inbound Investments
- On November 13, 2025, La Rosa Holdings Corp. secured up to $1.25 billion in financing facilities from institutional investors, including a $1 billion equity purchase facility and a $250 million private placement convertible note facility, intended to fund a strategic pivot into AI data center infrastructure.
Outbound Investments
- On February 11, 2026, La Rosa Holdings Corp. completed the acquisition of the remaining 49% membership interest in La Rosa Realty Lakeland LLC for $350,000.
- On March 9, 2026, La Rosa Holdings Corp. entered into a non-binding letter of intent to acquire 100% of Consensus Core Technologies, Inc. through an all-stock transaction.
- In 2024, the company's growth strategy was largely driven by eight acquisitions that contributed $9.8 million in revenue for the fiscal year.
Capital Expenditures
- La Rosa Holdings Corp. reported $0 in capital expenditures for Q3 2024.
- The company plans to use proceeds from recent financing facilities to fund its strategic repositioning towards developing next-generation AI data center infrastructure.
- La Rosa Holdings signed an agreement to acquire land for the development of AI-oriented infrastructure.
Trade Ideas
Select ideas related to LRHC.
| Date | Ticker | Company | Category | Trade Strategy | 6M Fwd Rtn | 12M Fwd Rtn | 12M Max DD |
|---|---|---|---|---|---|---|---|
| 03272026 | SBAC | SBA Communications | 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 | 3.0% | 3.0% | 0.0% |
| 03132026 | HIW | Highwoods Properties | Dip Buy | DB | P/E OPMDip Buy with Low PE and High MarginBuying dips for companies with tame PE and meaningfully high operating margin | -0.2% | -0.2% | -4.1% |
| 03062026 | ARE | Alexandria Real Estate Equities | 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 | -7.1% | -7.1% | -7.8% |
| 03062026 | VNO | Vornado Realty Trust | 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 | -3.5% | -3.5% | -8.3% |
| 02272026 | KRC | Kilroy Realty | Dip Buy | DB | P/E OPMDip Buy with Low PE and High MarginBuying dips for companies with tame PE and meaningfully high operating margin | -3.6% | -3.6% | -5.4% |
Research & Analysis
Invest in Strategies
Wealth Management
Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 4.48 |
| Mkt Cap | 0.4 |
| Rev LTM | 1,194 |
| Op Inc LTM | -14 |
| FCF LTM | 48 |
| FCF 3Y Avg | 39 |
| CFO LTM | 53 |
| CFO 3Y Avg | 44 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 24.1% |
| Rev Chg 3Y Avg | 4.4% |
| Rev Chg Q | 5.9% |
| QoQ Delta Rev Chg LTM | 1.4% |
| Op Inc Chg LTM | 15.9% |
| Op Inc Chg 3Y Avg | 18.9% |
| Op Mgn LTM | -0.4% |
| Op Mgn 3Y Avg | -2.4% |
| QoQ Delta Op Mgn LTM | 0.0% |
| CFO/Rev LTM | 2.8% |
| CFO/Rev 3Y Avg | 2.5% |
| FCF/Rev LTM | 2.6% |
| FCF/Rev 3Y Avg | 2.3% |
Valuation
| Median | |
|---|---|
| Name | |
| Mkt Cap | 0.4 |
| P/S | 0.3 |
| P/Op Inc | -24.7 |
| P/EBIT | -24.4 |
| P/E | -23.1 |
| P/CFO | 5.9 |
| Total Yield | -1.3% |
| Dividend Yield | 0.0% |
| FCF Yield 3Y Avg | 4.0% |
| D/E | 0.5 |
| Net D/E | 0.4 |
Returns
| Median | |
|---|---|
| Name | |
| 1M Rtn | 4.9% |
| 3M Rtn | -31.5% |
| 6M Rtn | -36.3% |
| 12M Rtn | -17.3% |
| 3Y Rtn | -53.8% |
| 1M Excs Rtn | -3.5% |
| 3M Excs Rtn | -34.3% |
| 6M Excs Rtn | -43.7% |
| 12M Excs Rtn | -51.5% |
| 3Y Excs Rtn | -125.3% |
Price Behavior
| Market Price | $2.06 | |
| Market Cap ($ Bil) | 0.0 | |
| First Trading Date | 10/10/2023 | |
| Distance from 52W High | -99.8% | |
| 50 Days | 200 Days | |
| DMA Price | $7.64 | $319.50 |
| DMA Trend | down | down |
| Distance from DMA | -73.0% | -99.4% |
| 3M | 1YR | |
| Volatility | 143.3% | 162.9% |
| Downside Capture | 903.08 | 817.02 |
| Upside Capture | -443.30 | -128.41 |
| Correlation (SPY) | 20.6% | 23.6% |
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 1.49 | 2.02 | 2.04 | 2.51 | 1.78 | 0.11 |
| Up Beta | 0.11 | 1.59 | 4.37 | 2.04 | 1.29 | 0.12 |
| Down Beta | -2.59 | -2.09 | -0.85 | 0.24 | 0.77 | 2.37 |
| Up Capture | 62% | -137% | -255% | -147% | -18% | -6% |
| Bmk +ve Days | 7 | 16 | 27 | 65 | 139 | 424 |
| Stock +ve Days | 8 | 11 | 16 | 35 | 94 | 244 |
| Down Capture | 429% | 466% | 430% | 303% | 182% | 113% |
| Bmk -ve Days | 12 | 23 | 33 | 58 | 110 | 323 |
| Stock -ve Days | 14 | 29 | 45 | 87 | 152 | 355 |
[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 LRHC | |
|---|---|---|---|---|
| LRHC | -99.8% | 162.9% | -2.94 | - |
| Sector ETF (XLRE) | 11.8% | 13.5% | 0.58 | 9.4% |
| Equity (SPY) | 36.1% | 12.7% | 2.15 | 25.0% |
| Gold (GLD) | 38.7% | 27.3% | 1.18 | -0.0% |
| Commodities (DBC) | 45.3% | 18.0% | 1.93 | -5.4% |
| Real Estate (VNQ) | 14.6% | 13.3% | 0.77 | 11.3% |
| Bitcoin (BTCUSD) | -16.3% | 42.1% | -0.31 | 11.2% |
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Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with LRHC | |
|---|---|---|---|---|
| LRHC | -85.5% | 196.3% | -1.17 | - |
| Sector ETF (XLRE) | 4.5% | 19.1% | 0.14 | 5.7% |
| Equity (SPY) | 12.6% | 17.1% | 0.58 | 11.4% |
| Gold (GLD) | 21.0% | 17.8% | 0.96 | -2.9% |
| Commodities (DBC) | 14.5% | 19.1% | 0.62 | -5.0% |
| Real Estate (VNQ) | 3.7% | 18.8% | 0.10 | 5.3% |
| Bitcoin (BTCUSD) | 4.9% | 56.4% | 0.31 | -0.7% |
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Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with LRHC | |
|---|---|---|---|---|
| LRHC | -61.9% | 196.3% | -1.17 | - |
| Sector ETF (XLRE) | 6.8% | 20.4% | 0.29 | 5.7% |
| Equity (SPY) | 14.9% | 17.9% | 0.71 | 11.4% |
| Gold (GLD) | 13.9% | 15.9% | 0.73 | -2.9% |
| Commodities (DBC) | 10.0% | 17.8% | 0.47 | -5.0% |
| Real Estate (VNQ) | 5.5% | 20.7% | 0.23 | 5.3% |
| Bitcoin (BTCUSD) | 68.5% | 66.9% | 1.08 | -0.7% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Earnings Returns History
Expand for More| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 4/15/2026 | -7.3% | -28.5% | |
| 11/20/2025 | 0.0% | -10.1% | -65.8% |
| 7/3/2025 | -30.1% | -37.9% | -58.3% |
| 4/17/2025 | -19.9% | 12.8% | 7.7% |
| 1/23/2025 | -7.9% | 5.0% | -46.9% |
| 10/24/2024 | -18.3% | -28.1% | -34.6% |
| 7/19/2024 | -4.5% | -12.3% | -27.9% |
| 4/17/2024 | 9.4% | 0.0% | -25.0% |
| ... | |||
| SUMMARY STATS | |||
| # Positive | 2 | 4 | 1 |
| # Negative | 7 | 5 | 7 |
| Median Positive | 4.7% | 8.9% | 7.7% |
| Median Negative | -7.9% | -28.1% | -34.6% |
| Max Positive | 9.4% | 20.5% | 7.7% |
| Max Negative | -30.1% | -37.9% | -65.8% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 09/30/2025 | 11/19/2025 | 10-Q |
| 06/30/2025 | 08/18/2025 | 10-Q |
| 03/31/2025 | 05/29/2025 | 10-Q |
| 12/31/2024 | 04/15/2025 | 10-K |
| 09/30/2024 | 11/19/2024 | 10-Q |
| 06/30/2024 | 08/15/2024 | 10-Q |
| 03/31/2024 | 05/15/2024 | 10-Q |
| 12/31/2023 | 04/16/2024 | 10-K |
| 09/30/2023 | 11/20/2023 | 10-Q |
| 06/30/2023 | 09/01/2023 | S-1/A |
| 03/31/2023 | 05/19/2023 | S-1/A |
| 09/30/2022 | 12/14/2022 | S-1/A |
| 06/30/2022 | 10/12/2022 | S-1/A |
| 03/31/2022 | 08/03/2022 | S-1/A |
| 12/31/2021 | 04/19/2022 | S-1 |
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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