Minerals Technologies (MTX)
Market Price (4/29/2026): $72.75 | Market Cap: $2.2 BilSector: Materials | Industry: Specialty Chemicals
Minerals Technologies (MTX)
Market Price (4/29/2026): $72.75Market Cap: $2.2 BilSector: MaterialsIndustry: Specialty Chemicals
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
Low stock price volatilityVol 12M is 30% Megatrend and thematic driversMegatrends include Advanced Materials, and Sustainable Resource Management. Themes include Specialty Chemicals for Performance, Water Treatment Solutions, Show more. | Trading close to highsDist 52W High is -1.7% Weak multi-year price returns2Y Excs Rtn is -39%, 3Y Excs Rtn is -46% | Expensive valuation multiplesP/EBITPrice/EBIT or Price/(Operating Income) ratio is 55x Weak revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is -2.2%, Rev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -0.8% 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 -4.1% Key risksMTX key risks include [1] significant financial overhang and legal exposure from ongoing talc litigation and [2] the secular decline in demand for graphic paper, Show more. |
| Low stock price volatilityVol 12M is 30% |
| Megatrend and thematic driversMegatrends include Advanced Materials, and Sustainable Resource Management. Themes include Specialty Chemicals for Performance, Water Treatment Solutions, Show more. |
| Trading close to highsDist 52W High is -1.7% |
| Weak multi-year price returns2Y Excs Rtn is -39%, 3Y Excs Rtn is -46% |
| Expensive valuation multiplesP/EBITPrice/EBIT or Price/(Operating Income) ratio is 55x |
| Weak revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is -2.2%, Rev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -0.8% |
| 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 -4.1% |
| Key risksMTX key risks include [1] significant financial overhang and legal exposure from ongoing talc litigation and [2] the secular decline in demand for graphic paper, Show more. |
Qualitative Assessment
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1. Positive Q4 2025 Financial Results and Optimistic 2026 Outlook. Minerals Technologies (MTX) reported fourth-quarter 2025 earnings per share (EPS) of $1.19, or $1.27 excluding special items, which narrowly missed analysts' consensus estimates of $1.28 by $0.01. However, worldwide net sales reached $520 million, slightly surpassing analyst expectations of $517.8 million. Management conveyed a positive outlook for the first quarter of 2026, forecasting approximately $520 million in sales and a 5% year-over-year EPS growth, with accelerated growth anticipated from the second quarter of 2026 due to strategic initiatives.
2. Expansion of Growth Initiatives, particularly in Asia. The company is advancing future growth through strategic expansions, including new business in Household & Personal Care with upgrades to North American cat litter facilities. Furthermore, MTX is significantly growing its presence in the Asia paper and packaging sector, having initiated three new satellite startups in 2025 and expecting a fourth in China in early 2026. These efforts build upon a 30% volume growth and more than doubled packaging sales in Asia since 2022.
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Stock Movement Drivers
Fundamental Drivers
The 19.6% change in MTX stock from 12/31/2025 to 4/28/2026 was primarily driven by a 17.6% change in the company's P/S Multiple.| (LTM values as of) | 12312025 | 4282026 | Change |
|---|---|---|---|
| Stock Price ($) | 60.85 | 72.79 | 19.6% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 2,071 | 2,073 | 0.1% |
| P/S Multiple | 0.9 | 1.1 | 17.6% |
| Shares Outstanding (Mil) | 31 | 31 | 1.6% |
| Cumulative Contribution | 19.6% |
Market Drivers
12/31/2025 to 4/28/2026| Return | Correlation | |
|---|---|---|
| MTX | 19.6% | |
| Market (SPY) | 5.2% | 41.0% |
| Sector (XLB) | 13.8% | 68.7% |
Fundamental Drivers
The 17.6% change in MTX stock from 9/30/2025 to 4/28/2026 was primarily driven by a 14.1% change in the company's P/S Multiple.| (LTM values as of) | 9302025 | 4282026 | Change |
|---|---|---|---|
| Stock Price ($) | 61.88 | 72.79 | 17.6% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 2,064 | 2,073 | 0.4% |
| P/S Multiple | 0.9 | 1.1 | 14.1% |
| Shares Outstanding (Mil) | 32 | 31 | 2.6% |
| Cumulative Contribution | 17.6% |
Market Drivers
9/30/2025 to 4/28/2026| Return | Correlation | |
|---|---|---|
| MTX | 17.6% | |
| Market (SPY) | 8.0% | 35.1% |
| Sector (XLB) | 15.8% | 64.2% |
Fundamental Drivers
The 15.4% change in MTX stock from 3/31/2025 to 4/28/2026 was primarily driven by a 14.2% change in the company's P/S Multiple.| (LTM values as of) | 3312025 | 4282026 | Change |
|---|---|---|---|
| Stock Price ($) | 63.09 | 72.79 | 15.4% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 2,118 | 2,073 | -2.2% |
| P/S Multiple | 0.9 | 1.1 | 14.2% |
| Shares Outstanding (Mil) | 32 | 31 | 3.2% |
| Cumulative Contribution | 15.4% |
Market Drivers
3/31/2025 to 4/28/2026| Return | Correlation | |
|---|---|---|
| MTX | 15.4% | |
| Market (SPY) | 29.3% | 50.1% |
| Sector (XLB) | 21.9% | 69.9% |
Fundamental Drivers
The 22.7% change in MTX stock from 3/31/2023 to 4/28/2026 was primarily driven by a 19.6% change in the company's P/S Multiple.| (LTM values as of) | 3312023 | 4282026 | Change |
|---|---|---|---|
| Stock Price ($) | 59.34 | 72.79 | 22.7% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 2,126 | 2,073 | -2.5% |
| P/S Multiple | 0.9 | 1.1 | 19.6% |
| Shares Outstanding (Mil) | 32 | 31 | 5.2% |
| Cumulative Contribution | 22.7% |
Market Drivers
3/31/2023 to 4/28/2026| Return | Correlation | |
|---|---|---|
| MTX | 22.7% | |
| Market (SPY) | 81.5% | 49.3% |
| Sector (XLB) | 35.2% | 64.6% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| MTX Return | 18% | -17% | 18% | 7% | -19% | 19% | 19% |
| Peers Return | 17% | -0% | 17% | -1% | -19% | 19% | 31% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 5% | 91% |
Monthly Win Rates [3] | |||||||
| MTX Win Rate | 58% | 50% | 42% | 42% | 50% | 100% | |
| Peers Win Rate | 52% | 47% | 47% | 50% | 37% | 65% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 50% | |
Max Drawdowns [4] | |||||||
| MTX Max Drawdown | -1% | -32% | -20% | -9% | -33% | 0% | |
| Peers Max Drawdown | -7% | -18% | -15% | -14% | -31% | -6% | |
| S&P 500 Max Drawdown | -1% | -25% | -1% | -2% | -15% | -7% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: CBT, IOSP, SCL, RPM, ESI. See MTX 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 4/28/2026 (YTD)
How Low Can It Go
| Event | MTX | S&P 500 |
|---|---|---|
| 2022 Inflation Shock | ||
| % Loss | -44.6% | -25.4% |
| % Gain to Breakeven | 80.5% | 34.1% |
| Time to Breakeven | 277 days | 464 days |
| 2020 Covid Pandemic | ||
| % Loss | -50.9% | -33.9% |
| % Gain to Breakeven | 103.8% | 51.3% |
| Time to Breakeven | 236 days | 148 days |
| 2018 Correction | ||
| % Loss | -45.6% | -19.8% |
| % Gain to Breakeven | 83.8% | 24.7% |
| Time to Breakeven | 626 days | 120 days |
| 2008 Global Financial Crisis | ||
| % Loss | -63.0% | -56.8% |
| % Gain to Breakeven | 170.6% | 131.3% |
| Time to Breakeven | 1,287 days | 1,480 days |
Compare to CBT, IOSP, SCL, RPM, ESI
In The Past
Minerals Technologies's stock fell -44.6% during the 2022 Inflation Shock from a high on 6/1/2021. A -44.6% loss requires a 80.5% gain to breakeven.
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About Minerals Technologies (MTX)
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Here are a few analogies to describe Minerals Technologies (MTX):
- It's like DuPont or BASF for industrial minerals, supplying a diverse range of specialized mineral-based ingredients and solutions to manufacturers.
- Think of them as the Archer Daniels Midland (ADM) of industrial minerals, processing raw minerals into specialized ingredients for countless industrial applications.
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- Bentonite and related products: Specialty mineral products for applications in metal casting, household, personal care, environmental, and building materials.
- Leonardite: A natural mineral product.
- Precipitated Calcium Carbonate (PCC): This synthetic mineral is used in paper, packaging, building materials, paint, and pharmaceutical industries.
- Quicklime: This calcium-based product is utilized across various industries including building materials, glass, and chemicals.
- Natural Mineral Products (Limestone and Talc): These raw minerals are supplied for industries such as paper, ceramics, and polymers.
- Monolithic and Shaped Refractory Materials: These heat-resistant materials, along with supporting products and services, are essential for high-temperature applications in steel, non-ferrous metal, and glass industries.
- Calcium Metal and Metallurgical Wire Products: These specialized products serve the steel and non-ferrous metal industries.
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Minerals Technologies Inc. (MTX) sells primarily to other companies (Business-to-Business, B2B) across a diverse range of industries. The provided company description does not name specific major customer companies. Instead, it describes the industries and sectors where its products are utilized. Based on this information, the major categories of customer companies served by MTX include:
- Industrial Manufacturing Companies: This broad category encompasses companies in heavy industries such as steel, non-ferrous metals, glass, ceramics, and metal casting. It also includes manufacturers in the paper and packaging, paint and coatings, polymer, and automotive industries.
- Construction and Infrastructure Firms: MTX supplies products for non-residential construction, environmental projects, infrastructure development, and general building materials. This category includes construction companies, environmental engineering firms, and manufacturers of building products.
- Specialty and Consumer Goods Manufacturers: This segment includes companies that incorporate MTX's specialty minerals and materials into their final products. These customers operate in industries such as household and personal care product manufacturing, food processing, and pharmaceuticals.
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Douglas T. Dietrich, Chairman of the Board and Chief Executive Officer
Douglas T. Dietrich has served as the Chief Executive Officer of Minerals Technologies since December 2016 and was elected Chairman of the Board in March 2021. He has 35 years of experience in industrial goods, mining, metals, and manufacturing. Mr. Dietrich joined Minerals Technologies in 2007, holding key management positions including Chief Financial Officer, Senior Vice President - Finance and Treasury, and Vice President - Corporate Development and Treasury, where he led corporate strategy and M&A initiatives. Before joining Minerals Technologies, he held several leadership roles at Alcoa Inc., such as Vice President, Alcoa Wheel Products - Automotive Wheels; President, Alcoa Latin America Extrusions; General Manager, Global Rod and Bar Products; and Manager, Business Development and Strategic Global Sourcing - Asia and Latin America. Earlier in his career, Mr. Dietrich worked for Eaton Corporation and Westinghouse Electric Corporation in various engineering and operations management roles.
Erik C. Aldag, Senior Vice President, Finance and Treasury, and Chief Financial Officer
Erik C. Aldag was appointed Chief Financial Officer in November 2022. He joined Minerals Technologies in 2017 as Director, Financial Planning & Analysis, and subsequently assumed responsibility for Investor Relations in 2020. Mr. Aldag possesses a broad background in corporate finance, investor relations, financial planning & analysis, business unit finance, corporate accounting, internal audit, global shared services, and plant controllership. He has led finance teams both in the U.S. and internationally in companies serving consumer and industrial markets, including serving as Finance Director of The Chia Co., a global consumer packaged foods supplier, and holding various positions at Alcoa Inc.
D.J. Monagle, III, Group President, Consumer & Specialties
D.J. Monagle, III joined Minerals Technologies in 2003 as Director, Global Marketing, Paper PCC. He served in various capacities including Vice President, North America, Paper PCC; Vice President, the Americas, Paper PCC; Senior Vice President and Managing Director, Paper PCC of Specialty Minerals; and Chief Operating Officer. Prior to joining Minerals Technologies, Mr. Monagle worked for the Paper Technology Group at Hercules Inc. from 1990 to 2003, holding sales and marketing positions of increasing responsibility. From 1985 to 1990, he served as an aviation officer in the U.S. Army's 11th Armored Cavalry Regiment, leaving as a troop commander with the rank of Captain.
Brett Argirakis, Group President, Engineered Solutions
Brett Argirakis is the Group President for the Engineered Solutions segment at Minerals Technologies. In this role, he is responsible for managing high-temperature technologies and environmental products.
Jonathan J. Hastings, Senior Vice President, Strategy and M&A
Jonathan J. Hastings serves as Senior Vice President, Strategy and Mergers and Acquisitions for Minerals Technologies. He focuses on inorganic growth and strategic positioning for the company.
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Key Risks for Minerals Technologies (MTX)
- Cyclicality of End-Use Industries: Minerals Technologies' diverse product portfolio serves industries such as steel, non-ferrous metals, glass, automotive, building materials, and paper. Many of these sectors are inherently cyclical and highly sensitive to economic conditions, industrial production levels, and consumer spending. A significant downturn or sustained weakness in one or more of these key end-use markets could lead to reduced demand for MTX's specialty mineral and refractory products, negatively impacting its revenues and profitability.
- Raw Material Cost and Availability: As a producer of mineral-based products, Minerals Technologies relies heavily on the cost and consistent availability of essential raw materials, including bentonite, leonardite, limestone, and talc. Fluctuations in the prices of these raw materials, as well as increases in energy, logistics, and transportation costs associated with mining, processing, and delivering its products, could significantly erode profit margins. Supply chain disruptions or difficulties in sourcing critical raw materials could also hinder production and fulfillment.
- Environmental Regulations and Operational Compliance: Given its operations involving mineral extraction, processing, and manufacturing across multiple global regions, Minerals Technologies is subject to a wide array of environmental, health, and safety regulations. Stricter environmental policies, new regulations, or changes in enforcement practices could necessitate significant capital expenditures for compliance, increase operating costs, or restrict operational flexibility. Non-compliance could also result in substantial fines, penalties, legal liabilities, and reputational damage.
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The addressable markets for Minerals Technologies' main products and services are as follows:
- Bentonite: The global bentonite market was valued at approximately USD 7.2 billion in 2025 and is projected to grow to USD 10.24 billion by 2034. Asia Pacific dominated this market, holding a 34% share in 2025.
- Precipitated Calcium Carbonate (PCC): The global precipitated calcium carbonate market was estimated at USD 20.8 billion in 2024 and is projected to reach around USD 28.8 billion by 2030. Asia Pacific dominated the global PCC market with the largest revenue share of 46.9% in 2022.
- Quicklime: The global quicklime market size was valued at USD 33.6 billion in 2025 and is projected to grow to USD 42.6 billion by 2034. In 2025, Asia Pacific dominated the quicklime market with a 66% market share.
- Talc: The global talc market size was valued at USD 2.18 billion in 2025. This market is projected to grow to USD 2.93 billion by 2034. Asia Pacific held the largest share of the global talc market, accounting for 55.04% in 2025.
- Refractory Materials: The global refractories market size was estimated at USD 47.88 billion in 2025 and is projected to reach USD 95.96 billion by 2033. Asia Pacific dominated the refractories market with the largest revenue share of over 75% in 2025.
- Calcium Metal: The global calcium metal market size was valued at approximately USD 543 million in 2023, with projections indicating a rise to around USD 870 million by 2032. Asia Pacific holds the largest market share in the calcium metal market.
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Minerals Technologies Inc. (MTX) is expected to drive future revenue growth over the next 2-3 years through several key initiatives and market trends:
- Continued Growth in Household & Personal Care (HPC) Products: The company anticipates revenue growth from its Household & Personal Care product line, particularly in its cat litter business and other specialty applications such as edible oil and renewable fuel purification, and animal feed additives. Private label products within the pet care market are also expected to contribute significantly as they are growing faster than branded alternatives.
- Strategic Capital Investments in High-Growth Areas: Minerals Technologies has allocated significant capital towards strategic growth investments, targeting an estimated $100 million in incremental revenue over the next 12-18 months. These investments are specifically aimed at expanding capacity and capabilities in areas like Pet Care, Bleaching Earth, Paper & Packaging, and the adoption of MINDScan installations.
- Geographical Expansion, particularly in Asia: The company is focused on expanding its presence in the Asia-Pacific region. This includes continued growth in its Asia foundry business and the establishment of new paper and packaging satellite plants in countries such as China and India, with a particular emphasis on packaging applications.
- Expansion in Environmental & Infrastructure Product Lines: Within the Engineered Solutions segment, Minerals Technologies is experiencing and expects continued sales growth driven by its Environmental & Infrastructure product lines, including infrastructure drilling, offshore services, and environmental lining systems.
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Share Repurchases
- Minerals Technologies repurchased $58.5 million in shares during 2025.
- The company repurchased $64 million of shares in 2024.
- A $200 million share repurchase program was authorized in October 2024, with $50 million repurchased through the third quarter of 2025.
Share Issuance
- Minerals Technologies reported $0 million in stock issuance for the trailing twelve months ended December 2025.
Outbound Investments
- In October 2025, Minerals Technologies announced an investment at its Uşak City, Turkey plant to support the growth of its Rafinol™ line of products for the natural oil purification market, including renewable fuels and edible oils.
- The company is making strategic investments in its high-growth Household & Personal Care segment.
- Ongoing investments include capacity expansions for high-growth, sustainable products such as sustainable aviation fuel purification, animal health solutions, fabric care, and pet litter in Asia.
Capital Expenditures
- Capital expenditures for the trailing twelve months ended December 2025 were approximately $107.10 million.
- In 2025, the company made timely investments focused on growth projects and strategic initiatives to position for a strong 2026.
- Minerals Technologies anticipates $50 million in new revenue investments in 2026, targeting mid-single-digit growth.
Latest Trefis Analyses
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| 03272026 | IFF | International Flavors & Fragrances | 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 | 2.2% | 2.2% | -0.1% |
| 03132026 | IP | International Paper | 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 | -4.2% | -4.2% | -9.4% |
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Research & Analysis
Invest in Strategies
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Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 74.72 |
| Mkt Cap | 3.1 |
| Rev LTM | 2,442 |
| Op Inc LTM | 315 |
| FCF LTM | 157 |
| FCF 3Y Avg | 196 |
| CFO LTM | 242 |
| CFO 3Y Avg | 275 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 0.8% |
| Rev Chg 3Y Avg | -2.0% |
| Rev Chg Q | 2.8% |
| QoQ Delta Rev Chg LTM | 0.6% |
| Op Inc Chg LTM | -4.0% |
| Op Inc Chg 3Y Avg | 3.2% |
| Op Mgn LTM | 12.8% |
| Op Mgn 3Y Avg | 12.4% |
| QoQ Delta Op Mgn LTM | -0.3% |
| CFO/Rev LTM | 9.9% |
| CFO/Rev 3Y Avg | 11.6% |
| FCF/Rev LTM | 5.8% |
| FCF/Rev 3Y Avg | 7.8% |
Valuation
| Median | |
|---|---|
| Name | |
| Mkt Cap | 3.1 |
| P/S | 1.1 |
| P/Op Inc | 13.1 |
| P/EBIT | 13.6 |
| P/E | 18.0 |
| P/CFO | 12.7 |
| Total Yield | 5.6% |
| Dividend Yield | 0.7% |
| FCF Yield 3Y Avg | 4.8% |
| D/E | 0.2 |
| Net D/E | 0.2 |
Returns
| Median | |
|---|---|
| Name | |
| 1M Rtn | 4.9% |
| 3M Rtn | 2.6% |
| 6M Rtn | 11.4% |
| 12M Rtn | 3.1% |
| 3Y Rtn | 19.6% |
| 1M Excs Rtn | -7.2% |
| 3M Excs Rtn | 0.3% |
| 6M Excs Rtn | 3.8% |
| 12M Excs Rtn | -25.8% |
| 3Y Excs Rtn | -54.0% |
Comparison Analyses
Price Behavior
| Market Price | $72.79 | |
| Market Cap ($ Bil) | 2.2 | |
| First Trading Date | 10/26/1992 | |
| Distance from 52W High | -1.7% | |
| 50 Days | 200 Days | |
| DMA Price | $70.38 | $63.76 |
| DMA Trend | up | up |
| Distance from DMA | 3.4% | 14.2% |
| 3M | 1YR | |
| Volatility | 26.5% | 30.0% |
| Downside Capture | 0.20 | 0.44 |
| Upside Capture | 60.47 | 97.20 |
| Correlation (SPY) | 38.7% | 38.1% |
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 1.28 | 0.84 | 0.93 | 0.70 | 0.92 | 0.97 |
| Up Beta | -0.02 | 0.67 | 0.81 | 0.43 | 0.88 | 0.96 |
| Down Beta | 1.64 | 1.79 | 1.29 | 1.06 | 1.02 | 0.90 |
| Up Capture | 196% | 102% | 134% | 80% | 80% | 83% |
| Bmk +ve Days | 7 | 16 | 27 | 65 | 139 | 424 |
| Stock +ve Days | 13 | 23 | 34 | 68 | 131 | 377 |
| Down Capture | 81% | 14% | 35% | 45% | 93% | 102% |
| Bmk -ve Days | 12 | 23 | 33 | 58 | 110 | 323 |
| Stock -ve Days | 9 | 19 | 29 | 57 | 120 | 370 |
[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 MTX | |
|---|---|---|---|---|
| MTX | 38.6% | 30.2% | 1.09 | - |
| Sector ETF (XLB) | 27.0% | 16.4% | 1.28 | 66.1% |
| Equity (SPY) | 31.5% | 12.5% | 1.92 | 37.9% |
| Gold (GLD) | 38.6% | 27.2% | 1.18 | 0.5% |
| Commodities (DBC) | 45.9% | 18.0% | 1.95 | -15.3% |
| Real Estate (VNQ) | 14.4% | 13.4% | 0.75 | 41.8% |
| Bitcoin (BTCUSD) | -19.0% | 42.1% | -0.39 | 19.7% |
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Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with MTX | |
|---|---|---|---|---|
| MTX | -1.0% | 30.0% | 0.00 | - |
| Sector ETF (XLB) | 6.5% | 18.9% | 0.24 | 69.2% |
| Equity (SPY) | 12.9% | 17.1% | 0.59 | 55.7% |
| Gold (GLD) | 20.2% | 17.8% | 0.92 | 11.0% |
| Commodities (DBC) | 14.8% | 19.1% | 0.63 | 14.5% |
| Real Estate (VNQ) | 3.4% | 18.8% | 0.09 | 50.7% |
| Bitcoin (BTCUSD) | 7.3% | 56.2% | 0.35 | 20.2% |
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Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with MTX | |
|---|---|---|---|---|
| MTX | 2.3% | 34.2% | 0.16 | - |
| Sector ETF (XLB) | 10.3% | 20.6% | 0.45 | 73.6% |
| Equity (SPY) | 14.9% | 17.9% | 0.71 | 63.6% |
| Gold (GLD) | 13.4% | 15.9% | 0.70 | 4.0% |
| Commodities (DBC) | 9.9% | 17.7% | 0.46 | 25.2% |
| Real Estate (VNQ) | 5.4% | 20.7% | 0.23 | 53.8% |
| Bitcoin (BTCUSD) | 67.8% | 66.9% | 1.07 | 14.7% |
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Returns Analyses
Earnings Returns History
Expand for More| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 10/23/2025 | -2.9% | -10.0% | -4.2% |
| 7/24/2025 | 10.6% | -1.8% | 8.0% |
| 4/17/2025 | -1.3% | -6.6% | 3.7% |
| 2/6/2025 | -3.1% | -3.0% | -12.4% |
| 10/24/2024 | -1.9% | -3.3% | 7.1% |
| 7/25/2024 | -8.8% | -13.5% | -12.8% |
| 4/25/2024 | 3.5% | 5.7% | 19.8% |
| 2/1/2024 | 2.8% | 4.7% | 10.0% |
| ... | |||
| SUMMARY STATS | |||
| # Positive | 10 | 12 | 15 |
| # Negative | 13 | 11 | 8 |
| Median Positive | 3.1% | 4.6% | 8.0% |
| Median Negative | -1.9% | -4.6% | -8.7% |
| Max Positive | 10.6% | 11.5% | 21.1% |
| Max Negative | -13.1% | -16.1% | -16.0% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 12/31/2025 | 02/20/2026 | 10-K |
| 09/30/2025 | 10/24/2025 | 10-Q |
| 06/30/2025 | 07/25/2025 | 10-Q |
| 03/31/2025 | 04/25/2025 | 10-Q |
| 12/31/2024 | 02/21/2025 | 10-K |
| 09/30/2024 | 10/25/2024 | 10-Q |
| 06/30/2024 | 07/26/2024 | 10-Q |
| 03/31/2024 | 04/26/2024 | 10-Q |
| 12/31/2023 | 02/16/2024 | 10-K |
| 09/30/2023 | 10/27/2023 | 10-Q |
| 06/30/2023 | 07/28/2023 | 10-Q |
| 03/31/2023 | 04/28/2023 | 10-Q |
| 12/31/2022 | 02/17/2023 | 10-K |
| 09/30/2022 | 10/28/2022 | 10-Q |
| 06/30/2022 | 07/29/2022 | 10-Q |
| 03/31/2022 | 04/29/2022 | 10-Q |
Insider Activity
Expand for More| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Monagle, Dj Iii | Group President | Direct | Sell | 12312025 | 61.90 | 23,093 | 1,429,524 | 5,221,448 | Form |
| 2 | Argirakis, Brett | Group President | Direct | Sell | 11252025 | 58.68 | 6,501 | 381,459 | 1,619,600 | Form |
| 3 | Motwani, Rocky | Direct | Buy | 6172025 | 54.31 | 370 | 20,094 | 64,736 | Form | |
| 4 | Johnson, Kristina M | Direct | Buy | 5052025 | 53.79 | 1,000 | 53,785 | 75,300 | Form | |
| 5 | Aldag, Erik | SVP FINANCE AND TREASURY, CFO | Direct | Buy | 5012025 | 50.37 | 1,000 | 50,370 | 213,821 | 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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