Tearsheet

Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.

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Attractive yield
Total YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 6.4%

Cash is significant % of market cap
Net D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is -22%

Valuation becoming less expensive
P/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is -43%

Megatrend and thematic drivers
Megatrends include Health & Wellness Trends, and Aging Population & Chronic Disease. Themes include Nutritional Supplements, and Longevity & Healthy Aging.

Weak multi-year price returns
2Y Excs Rtn is -94%, 3Y Excs Rtn is -132%

Expensive valuation multiples
P/EBITPrice/EBIT or Price/(Operating Income) ratio is 26x, P/CFOPrice/(Cash Flow from Operations). CFO is cash before capital expenditures. is 66x

Key risks
NAGE key risks include [1] uncertain outcomes from its key clinical trials for conditions like Parkinson's disease, Show more.

0 Attractive yield
Total YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 6.4%
1 Cash is significant % of market cap
Net D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is -22%
2 Valuation becoming less expensive
P/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is -43%
3 Megatrend and thematic drivers
Megatrends include Health & Wellness Trends, and Aging Population & Chronic Disease. Themes include Nutritional Supplements, and Longevity & Healthy Aging.
4 Weak multi-year price returns
2Y Excs Rtn is -94%, 3Y Excs Rtn is -132%
5 Expensive valuation multiples
P/EBITPrice/EBIT or Price/(Operating Income) ratio is 26x, P/CFOPrice/(Cash Flow from Operations). CFO is cash before capital expenditures. is 66x
6 Key risks
NAGE key risks include [1] uncertain outcomes from its key clinical trials for conditions like Parkinson's disease, Show more.

Valuation, Metrics & Events

Price Chart

Why The Stock Moved

Qualitative Assessment

AI Analysis | Feedback

Niagen Bioscience (NAGE) stock has lost about 40% since 1/31/2026 because of the following key factors:

1. Niagen Bioscience reported mixed First Quarter 2026 financial results on May 6, 2026, which included a significant one-time gain.

Net income reached $6.3 million for the quarter, largely buoyed by a $4.8 million gain from the divestiture of its Analytical Reference Standards and Services operating segment. Excluding this gain, core net income was substantially lower. Total net sales increased 3% to $31.5 million, slightly missing analysts' estimates of $31.58 million, and diluted earnings per share (EPS) of $0.07 were slightly below the consensus of $0.08. Following this announcement, the stock fell 7.44% since market close.

2. The company experienced a material increase in operating expenses and a shift to negative operating cash flow.

Operating expenses surged by 26%, or $3.8 million, to $18.4 million in Q1 2026, primarily driven by a 19% increase in sales and marketing expenses and a 40% jump in general and administrative costs. This aggressive spending, aimed at brand growth, contributed to a net cash outflow of $1.2 million from operating activities during the quarter, a significant decline from the $7.9 million net cash provided by operations in the prior year, mainly due to increased inventory and timing of receivables.

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Stock Movement Drivers

Fundamental Drivers

The -38.9% change in NAGE stock from 1/31/2026 to 5/24/2026 was primarily driven by a -32.9% change in the company's P/E Multiple.
(LTM values as of)13120265242026Change
Stock Price ($)5.993.66-38.9%
Change Contribution By: 
Total Revenues ($ Mil)1251304.6%
Net Income Margin (%)16.4%14.3%-12.8%
P/E Multiple23.415.7-32.9%
Shares Outstanding (Mil)8080-0.2%
Cumulative Contribution-38.9%

LTM = Last Twelve Months as of date shown

Market Drivers

1/31/2026 to 5/24/2026
ReturnCorrelation
NAGE-38.9% 
Market (SPY)8.1%45.2%
Sector (XLV)-2.7%20.0%

Fundamental Drivers

The -51.5% change in NAGE stock from 10/31/2025 to 5/24/2026 was primarily driven by a -53.4% change in the company's P/E Multiple.
(LTM values as of)103120255242026Change
Stock Price ($)7.543.66-51.5%
Change Contribution By: 
Total Revenues ($ Mil)11613012.1%
Net Income Margin (%)15.2%14.3%-6.3%
P/E Multiple33.715.7-53.4%
Shares Outstanding (Mil)7980-0.8%
Cumulative Contribution-51.5%

LTM = Last Twelve Months as of date shown

Market Drivers

10/31/2025 to 5/24/2026
ReturnCorrelation
NAGE-51.5% 
Market (SPY)9.9%44.7%
Sector (XLV)4.8%23.9%

Fundamental Drivers

The -53.4% change in NAGE stock from 4/30/2025 to 5/24/2026 was primarily driven by a -77.8% change in the company's P/E Multiple.
(LTM values as of)43020255242026Change
Stock Price ($)7.853.66-53.4%
Change Contribution By: 
Total Revenues ($ Mil)10013030.9%
Net Income Margin (%)8.6%14.3%66.5%
P/E Multiple70.715.7-77.8%
Shares Outstanding (Mil)7780-3.7%
Cumulative Contribution-53.4%

LTM = Last Twelve Months as of date shown

Market Drivers

4/30/2025 to 5/24/2026
ReturnCorrelation
NAGE-53.4% 
Market (SPY)36.0%39.4%
Sector (XLV)8.6%11.6%

Fundamental Drivers

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Market Drivers

4/30/2023 to 5/24/2026
ReturnCorrelation
NAGE  
Market (SPY)86.3%47.5%
Sector (XLV)18.0%23.8%

Return vs. Risk

Price Returns Compared

 202120222023202420252026Total [1]
Returns
NAGE Return-----18%-40%-51%
Peers Return5%-42%60%26%-7%-17%-5%
S&P 500 Return27%-19%24%23%16%9%98%

Monthly Win Rates [3]
NAGE Win Rate----40%20% 
Peers Win Rate53%27%62%50%42%44% 
S&P 500 Win Rate75%42%67%75%67%60% 

Max Drawdowns [4]
NAGE Max Drawdown------46% 
Peers Max Drawdown-31%-51%-32%-38%-50%-39% 
S&P 500 Max Drawdown-5%-25%-10%-8%-19%-9% 


[1] Cumulative total returns since the beginning of 2021
[2] Peers: HLF, USNA, NATR, BRBR, LFVN.
[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 5/22/2026 (YTD)

How Low Can It Go

NAGE has limited trading history. Below is the Health Care sector ETF (XLV) in its place.

EventXLVS&P 500
2025 US Tariff Shock
  % Loss-11.7%-18.8%
  % Gain to Breakeven13.3%23.1%
  Time to Breakeven142 days79 days
2022 Inflation Shock & Fed Tightening
  % Loss-13.8%-24.5%
  % Gain to Breakeven15.9%32.4%
  Time to Breakeven166 days427 days
2020 COVID-19 Crash
  % Loss-27.9%-33.7%
  % Gain to Breakeven38.8%50.9%
  Time to Breakeven77 days140 days
Q4 2018 Fed Policy Error / Growth Scare
  % Loss-15.0%-19.2%
  % Gain to Breakeven17.6%23.8%
  Time to Breakeven191 days105 days
2015-2016 China Devaluation / Global Growth Scare
  % Loss-15.9%-12.2%
  % Gain to Breakeven18.9%13.9%
  Time to Breakeven165 days62 days
2011 US Debt Ceiling Crisis & European Contagion
  % Loss-15.8%-17.9%
  % Gain to Breakeven18.8%21.8%
  Time to Breakeven153 days123 days

Compare to HLF, USNA, NATR, BRBR, LFVN

In The Past

State Street Health Care Select Sector SPDR ETF's stock fell -11.7% during the 2025 US Tariff Shock. Such a loss loss requires a 13.3% gain to breakeven.

Preserve Wealth

Limiting losses and compounding gains is essential to preserving wealth.

Asset Allocation

Actively managed asset allocation strategies protect wealth. Learn more.

NAGE has limited trading history. Below is the Health Care sector ETF (XLV) in its place.

EventXLVS&P 500
2020 COVID-19 Crash
  % Loss-27.9%-33.7%
  % Gain to Breakeven38.8%50.9%
  Time to Breakeven77 days140 days
2008-2009 Global Financial Crisis
  % Loss-37.9%-53.4%
  % Gain to Breakeven61.1%114.4%
  Time to Breakeven767 days1085 days

Compare to HLF, USNA, NATR, BRBR, LFVN

In The Past

State Street Health Care Select Sector SPDR ETF's stock fell -11.7% during the 2025 US Tariff Shock. Such a loss loss requires a 13.3% gain to breakeven.

Preserve Wealth

Limiting losses and compounding gains is essential to preserving wealth.

Asset Allocation

Actively managed asset allocation strategies protect wealth. Learn more.

About Niagen Bioscience (NAGE)

ChromaDex Corporation operates as a bioscience company focusing on healthy aging. The company operates through three segments: Consumer products; Ingredients; and Analytical Reference Standards and Services. It researches on nicotinamide adenine dinucleotide (NAD+); provides finished dietary supplement products that contain its proprietary ingredients directly to consumers, as well as to distributors; and develops and commercializes proprietary-based ingredient technologies and supplies these ingredients as raw materials to the manufacturers of consumer products. The company also commercializes NAD+ precursor nicotinamide riboside as the flagship ingredient NIAGEN; NIAGEN as an active ingredient in its consumer products under the TRU NIAGEN name; and IMMULINA, a Braun-type lipoproteins, including spirulina extracts and active compounds, which are used to support human immune function. It also offers analytical reference standards and services comprising supply of products to conduct quality control of raw materials and consumer products in dietary supplements, cosmetics, food and beverages, life sciences, and pharmaceutical industries. The company distributes TRU NIAGEN products direct to consumers through its propriety e-commerce platform TRUNIAGEN.com, Amazon, and other internet marketplaces, as well as specialty retailers and direct healthcare practitioners in the United States. ChromaDex Corporation is headquartered in Los Angeles, California.

AI Analysis | Feedback

Here are a couple of brief analogies to describe ChromaDex Corporation (NAGE):

1. Think of it as the Intel of healthy aging supplements: they develop a proprietary, science-backed 'engine' (NIAGEN) for cellular health, which they both supply to other manufacturers and use to power their own premium TRU NIAGEN branded products sold directly to consumers.

2. Imagine a specialized BASF or DuPont for nutraceuticals: they discover and produce a unique healthy aging ingredient (NIAGEN) that they sell as raw material to other companies, while also marketing it in their own high-end TRU NIAGEN supplements direct to consumers.

AI Analysis | Feedback

  • TRU NIAGEN Consumer Products: Finished dietary supplement products that contain the proprietary ingredient NIAGEN, sold directly to consumers and distributors.
  • NIAGEN Ingredient: A proprietary nicotinamide riboside ingredient supplied as a raw material to manufacturers of other consumer products.
  • IMMULINA: An ingredient consisting of Braun-type lipoproteins and spirulina extracts, used to support human immune function.
  • Analytical Reference Standards and Services: Products and services provided for quality control of raw materials and consumer products across various industries.

AI Analysis | Feedback

ChromaDex Corporation (symbol: NAGE), which focuses on healthy aging bioscience, serves a diverse customer base, including direct sales to individuals and business-to-business (B2B) sales. Based on the provided information, the company sells its finished dietary supplement products, such as TRU NIAGEN, directly to consumers, making individual consumers a significant customer group.

The up to three categories of customers that ChromaDex Corporation primarily serves are:

  1. Individual Consumers: These are the end-users who purchase ChromaDex's finished dietary supplement products, particularly TRU NIAGEN. Sales to this category occur directly through the company's proprietary e-commerce platform (TRUNIAGEN.com), as well as through major online marketplaces like Amazon and other internet marketplaces.

  2. Retailers and Distributors: This category includes various businesses that purchase ChromaDex's finished consumer products (such as TRU NIAGEN) for resale. This encompasses online entities like Amazon (functioning as a reseller), other internet marketplaces, and physical specialty retailers.

  3. Direct Healthcare Practitioners: These are healthcare professionals who purchase ChromaDex's finished consumer products to provide or recommend to their patients, acting as a channel to reach individual consumers.

ChromaDex also sells proprietary ingredients (e.g., NIAGEN, IMMULINA) as raw materials to "manufacturers of consumer products" and provides analytical reference standards and services to various industries (including dietary supplements, cosmetics, food and beverages, life sciences, and pharmaceuticals). However, the background information does not specify the names of these particular customer companies.

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AI Analysis | Feedback

Robert Fried

Chief Executive Officer Mr. Fried has served as Chief Executive Officer of Niagen Bioscience (formerly ChromaDex) since April 2018, having previously been President and Chief Operating Officer since 2017. He initially joined ChromaDex's Board of Directors in 2015. Mr. Fried is a seasoned entrepreneur with a diverse background in entertainment and media. He founded Fried Films in 1990 and Spirit EMX LLC in 2007, the latter of which was acquired by Hallmark Cards. He also held the position of president and CEO of Savoy Pictures from 1994 to 1996. From 1996 to 2001, he was Chairman and CEO of WhatsHotNow, an e-commerce company that was sold to QVC. Earlier in his career, Mr. Fried held executive positions at major entertainment companies, including Executive Vice President of Production at Columbia Pictures and Director of Business Development at 20th Century Fox. He co-founded HealthSpan Research LLC in 2016, which ChromaDex acquired in 2017.

James Lee

Interim Chief Financial Officer and Interim Principal Accounting Officer Mr. Lee was appointed Interim Chief Financial Officer and Interim Principal Accounting Officer of Niagen Bioscience (formerly ChromaDex) effective July 12, 2024. He has been with the company since January 2009, previously serving as Assistant Controller and Controller. Before joining ChromaDex, Mr. Lee held a managerial position in accounting at Samsung Electronics Co. Ltd. He earned a Bachelor of Arts in Architecture from the University of California, Berkeley, and an MBA from the University of Illinois Urbana-Champaign.

Frank L. Jaksch Jr.

Co-Founder & Chairman of the Board Mr. Jaksch Jr. is a co-founder of Niagen Bioscience (formerly ChromaDex). He plays a key role in leading the company's research and strategic initiatives within both the pharmaceutical and nutraceutical industries.

Andrew Shao, Ph.D.

SVP, Global Regulatory & Scientific Affairs Dr. Shao serves as the Senior Vice President of Global Regulatory & Scientific Affairs at Niagen Bioscience (formerly ChromaDex). He is recognized as a scientific leader within the company.

AI Analysis | Feedback

The key risks to Niagen Bioscience (NAGE) are:
  1. High Reliance on Nicotinamide Riboside (NIAGEN) and Intellectual Property Protection

    The company's core business, including its consumer products (TRU NIAGEN) and ingredient sales, is substantially dependent on nicotinamide riboside (NIAGEN) as its flagship ingredient and the broader market for NAD+ boosting products. The long-term success of Niagen Bioscience is intrinsically linked to the sustained scientific validation of NIAGEN and NAD+ for healthy aging, continuous consumer demand, and the strength and durability of its extensive patent portfolio (over 100 patents) that protects NIAGEN and other NAD+ precursors. A significant risk would arise from future scientific research questioning the efficacy or safety of NAD+ boosters, the expiration or invalidation of key patents protecting NIAGEN, or the emergence of intense competition with equally effective or lower-cost alternatives.
  2. Regulatory Risks

    Niagen Bioscience operates in regulated industries, specifically dietary supplements and, increasingly, pharmaceuticals. Both sectors are subject to stringent and evolving regulatory oversight. Changes in regulations for dietary supplements by authorities such as the FDA, particularly concerning product claims, manufacturing practices, and permissible ingredients, could negatively impact the company's consumer product segment. For example, the FDA's position that nicotinamide mononucleotide (NMN) may not be sold as a dietary supplement highlights the dynamic regulatory landscape in the NAD+ precursor market. Furthermore, the development and commercialization of pharmaceutical-grade NIAGEN are subject to lengthy, costly, and inherently uncertain regulatory approval processes for drug development.
  3. Intense Market Competition

    The healthy aging and longevity market is highly competitive and continues to expand rapidly. Niagen Bioscience faces substantial competition from a diverse range of companies offering other NAD+ precursors, various dietary supplements, nutraceuticals, and emerging pharmaceutical interventions aimed at promoting healthy aging. The company's ability to effectively differentiate its products, maintain or grow market share, and successfully penetrate new markets amidst this competitive landscape presents a continuous challenge.

AI Analysis | Feedback

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AI Analysis | Feedback

ChromaDex Corporation (NAGE) operates in several addressable markets with its key products and services, primarily focusing on healthy aging. The company's main offerings include nicotinamide riboside (NIAGEN) and its consumer product TRU NIAGEN, the ingredient IMMULINA (spirulina extracts), and Analytical Reference Standards and Services.

Nicotinamide Riboside (NIAGEN) and NAD+ Supplements

The global market for Nicotinamide Riboside (NR) supplements, a key ingredient in NIAGEN and TRU NIAGEN, was valued at approximately USD 595 million in 2024 and is projected to reach USD 1.67 billion by 2033. Other estimates place the global NR market size at USD 1.81 billion in 2025, expected to grow to USD 3.23 billion by 2030. The broader NAD+ enhancer market was estimated at USD 1.00 billion in 2025 and is expected to reach USD 1.63 billion by 2032. For NAD+ Anti-Aging Nutraceuticals, the market size was USD 4.78 billion in 2025 and is projected to expand at a compound annual growth rate (CAGR) of 8.49% through 2033. North America is a dominant region in this market, with the Nicotinamide Riboside Supplements market in North America valued at approximately USD 225 million in 2024 and accounting for over 45% of the global NAD+ Enhancer market share in 2023.

IMMULINA (Spirulina Extracts)

The global spirulina market, which includes the extracts found in IMMULINA, was valued at USD 824.06 million in 2025. It is projected to grow to USD 1,995.25 million by 2034, exhibiting a CAGR of 10.39% during the forecast period. Another report estimates the global spirulina market size at USD 683.15 million in 2025, expected to reach USD 1,287.13 million by 2032, growing at a CAGR of 9.47%. North America holds a significant share, dominating the spirulina market with a 36.98% market share in 2025.

Analytical Reference Standards and Services

The global analytical standards market, which encompasses ChromaDex's Analytical Reference Standards and Services segment, was valued at USD 1.54 billion in 2025. It is projected to grow to USD 2.75 billion by 2034, with a CAGR of 6.69% during the forecast period. Other estimates for the global market include USD 1.52 billion in 2025, reaching USD 2.13 billion by 2031, and USD 1.46 billion in 2025, projected to reach USD 2.38 billion by 2033. North America is a significant market for analytical standards, holding a 39.20% revenue share in 2025 and estimated to grow at a CAGR of 8.9%. The United States is recognized as one of the most mature and technologically advanced Analytical Standards Markets globally.

AI Analysis | Feedback

Niagen Bioscience (NAGE) is expected to drive future revenue growth over the next 2-3 years through several key strategies, building on its position as a bioscience company focused on healthy aging and its proprietary NAD+ precursor, nicotinamide riboside (Niagen).

The primary drivers of future revenue growth include:

  1. Continued Expansion of E-commerce and Direct-to-Consumer Sales: Niagen Bioscience anticipates sustained growth through its e-commerce platforms, including TRUNIAGEN.com and Amazon. The company's e-commerce segment has demonstrated robust performance, with significant year-over-year increases in net sales, which is expected to continue contributing to overall revenue growth.

  2. Growth through Strategic Partnerships and Distribution Channels: The company is focused on leveraging established partnerships and forging new strategic collaborations to expand its market reach. A notable partnership granting access to over 8,000 medical and healthcare practitioners is expected to substantially boost Tru Niagen distributor revenues and enhance market penetration. Expanding market presence through various partnerships and product expansions remains a key strategy.

  3. Commercialization and Expansion of the Niagen+ Product Line: The Niagen+ product line, featuring pharmaceutical-grade Niagen®, Niagen IV, and Niagen injections, is a significant growth driver. The company has been expanding the availability of these products to wellness clinics and plans to further extend distribution, including through its own telehealth platform and by leveraging e-commerce expertise to reach more patients. The introduction of new lifestyle drug-like products is anticipated to mark a pivotal growth phase.

  4. Expansion into New NAD Market Applications: Niagen Bioscience is strategically positioning itself to capitalize on the rapidly expanding NAD market. This includes exploring and entering new application areas such as skincare, cosmetics, food, beverages, and pharmaceuticals. The company is also optimistic about the potential for Niagen products in specific health areas like the GLP-1 market and among Parkinson's patients. The launch of a Niagen® Skincare Innovation Lab and new dermatologically tested products further illustrates this expansion.

  5. Focus on Core NAD Science and Intellectual Property: By divesting non-core activities, Niagen Bioscience is streamlining its operations to concentrate resources on NAD science, intellectual property, and commercial growth. This focus on its core scientific foundation and proprietary ingredients is expected to underpin the development of new products and services, creating additional revenue opportunities.

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Share Repurchases

  • Niagen Bioscience announced an Equity Buyback for $10 million worth of its shares on November 7, 2025.

Share Issuance

  • In June 2025, stockholders approved an amendment to the 2017 Equity Incentive Plan to increase the number of shares available for issuance by 4.75 million shares of common stock.
  • ChromaDex (now Niagen Bioscience) raised $7.7 million, net of offering costs, from Nestlé Health Science and existing strategic investors in October 2022.

Inbound Investments

  • ChromaDex (now Niagen Bioscience) received $7.7 million in investment from Nestlé Health Science and existing strategic investors in October 2022.

Outbound Investments

  • On December 22, 2025, Niagen Bioscience acquired a comprehensive portfolio of existing patents covering nicotinamide riboside (NR) and its salt forms from Queen's University Belfast.
  • On February 24, 2026, Niagen Bioscience (formerly ChromaDex) sold its ChromaDex Reference Standards business to LGC (or VHG Labs, Inc.) in an all-cash transaction for approximately $6 million, as part of a strategy to exit non-core activities and focus on NAD+ science.

Capital Expenditures

  • Cash used in investing activities, primarily capital expenditures, was $167,000 for the six months ended June 30, 2025, and $53,000 for the six months ended June 30, 2024.
  • Cash used in investing activities was approximately $0.2 million for the nine months ended September 30, 2022, and $0.4 million for the nine months ended September 30, 2021.
  • The primary focus of capital expenditures includes the development and expansion of operations and investments to protect intellectual property.

Better Bets vs. Niagen Bioscience (NAGE)

Latest Trefis Analyses

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Trade Ideas

Select ideas related to NAGE.

Unique KeyDateTickerCompanyCategoryTrade Strategy6M Fwd Rtn12M Fwd Rtn12M Max DD
GEHC_4302026_Dip_Buyer_FCFYield04302026GEHCGE HealthCare TechnologiesDip BuyDB | FCFY OPMDip Buy with High FCF Yield and High Margin
Buying dips for companies with high FCF yield and meaningfully high operating margin
0.0%0.0%0.0%
IQV_4302026_Dip_Buyer_FCFYield04302026IQVIQVIADip BuyDB | FCFY OPMDip Buy with High FCF Yield and High Margin
Buying dips for companies with high FCF yield and meaningfully high operating margin
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UHS_4302026_Dip_Buyer_FCFYield04302026UHSUniversal Health ServicesDip BuyDB | FCFY OPMDip Buy with High FCF Yield and High Margin
Buying dips for companies with high FCF yield and meaningfully high operating margin
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ABT_4302026_Dip_Buyer_ValueBuy04302026ABTAbbott LaboratoriesDip BuyDB | P/E OPMDip Buy with Low PE and High Margin
Buying dips for companies with tame PE and meaningfully high operating margin
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ZBIO_4302026_Insider_Buying_45D_2Buy_200K04302026ZBIOZenas BioPharmaInsiderInsider Buys 45DStrong Insider Buying
Companies with multiple insider buys in the last 45 days
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Recent Active Movers

Peer Comparisons

Peers to compare with:

Financials

NAGEHLFUSNANATRBRBRLFVNMedian
NameNiagen B.HerbalifeUsana He.Natures .BellRing.Lifevant. 
Mkt Price3.6612.4318.7421.858.915.6110.67
Mkt Cap0.31.30.30.41.00.10.4
Rev LTM1305,1339264902,332195708
Op Inc LTM114974928292739
FCF LTM4374323186414
FCF 3Y Avg92423721209929
CFO LTM44471731195724
CFO 3Y Avg1034850302141140

Growth & Margins

NAGEHLFUSNANATRBRBRLFVNMedian
NameNiagen B.HerbalifeUsana He.Natures .BellRing.Lifevant. 
Rev Chg LTM20.8%3.7%5.7%7.3%6.4%-12.2%6.0%
Rev Chg 3Y Avg19.4%0.1%-1.5%5.3%16.1%-2.1%2.7%
Rev Chg Q3.3%7.8%0.3%8.5%1.8%-25.2%2.5%
QoQ Delta Rev Chg LTM0.8%1.9%0.1%2.0%0.5%-7.0%0.6%
Op Inc Chg LTM-16.1%13.7%-14.4%29.9%-32.8%-49.2%-15.2%
Op Inc Chg 3Y Avg151.1%4.4%-20.6%25.5%8.4%66.8%17.0%
Op Mgn LTM8.5%9.7%5.3%5.7%12.5%3.4%7.1%
Op Mgn 3Y Avg5.2%8.5%7.3%5.2%16.5%3.7%6.3%
QoQ Delta Op Mgn LTM-2.5%0.1%-0.2%0.6%-1.3%-0.9%-0.5%
CFO/Rev LTM3.4%8.7%1.8%6.3%8.4%3.3%4.8%
CFO/Rev 3Y Avg9.1%6.9%5.6%6.5%10.4%5.3%6.7%
FCF/Rev LTM3.1%7.3%0.3%4.7%8.0%1.9%3.9%
FCF/Rev 3Y Avg8.9%4.8%4.2%4.5%10.2%4.2%4.6%

Valuation

NAGEHLFUSNANATRBRBRLFVNMedian
NameNiagen B.HerbalifeUsana He.Natures .BellRing.Lifevant. 
Mkt Cap0.31.30.30.41.00.10.4
P/S2.20.30.40.80.40.40.4
P/Op Inc26.42.67.013.63.610.88.9
P/EBIT26.42.68.412.43.610.89.6
P/E15.75.441.519.26.612.314.0
P/CFO66.12.920.712.45.410.911.6
Total Yield6.4%18.5%2.4%5.2%15.1%8.9%7.6%
Dividend Yield0.0%0.0%0.0%0.0%0.0%0.8%0.0%
FCF Yield 3Y Avg-20.7%5.6%6.2%5.1%9.4%6.2%
D/E0.01.70.00.11.10.10.1
Net D/E-0.21.3-0.4-0.21.1-0.0-0.1

Returns

NAGEHLFUSNANATRBRBRLFVNMedian
NameNiagen B.HerbalifeUsana He.Natures .BellRing.Lifevant. 
1M Rtn-25.8%-25.0%-3.6%-20.1%-45.0%10.4%-22.5%
3M Rtn-24.7%-37.7%-13.5%-18.7%-53.2%16.8%-21.7%
6M Rtn-46.8%3.7%-4.6%3.4%-70.1%-11.3%-8.0%
12M Rtn-63.0%86.6%-36.3%53.1%-85.6%-54.6%-45.5%
3Y Rtn-52.7%8.4%-69.7%98.6%-75.6%52.5%-22.2%
1M Excs Rtn-27.8%-28.3%-7.7%-23.8%-50.5%8.0%-25.8%
3M Excs Rtn-36.2%-46.5%-23.4%-28.7%-59.6%14.1%-32.5%
6M Excs Rtn-59.5%22.3%-12.4%-2.5%-82.1%-23.4%-17.9%
12M Excs Rtn-91.7%55.5%-64.9%23.1%-113.5%-82.7%-73.8%
3Y Excs Rtn-132.4%-89.4%-150.0%14.3%-155.0%-41.2%-110.9%

Comparison Analyses

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Financials

Segment Financials

Revenue by Segment
$ Mil20252024202320222021
Consumer Products segment77706057 
Ingredients segment201197 
Analytical Reference Standards and Services segment3333 
Corporate and other000  
Pharmaceuticals segment0    
Total100847267 


Operating Income by Segment
$ Mil20252024202320222021
Consumer Products segment171476 
Ingredients segment11544 
Analytical Reference Standards and Services segment-0-1-0-0 
Pharmaceuticals segment-2    
Corporate and other-18-25-28-36 
Total8-6-19-27 


Price Behavior

Price Behavior
Market Price$3.66 
Market Cap ($ Bil)0.3 
First Trading Date07/15/2008 
Distance from 52W High-74.6% 
   50 Days200 Days
DMA Price$4.80$8.16
DMA Trenddowndown
Distance from DMA-23.7%-55.1%
 3M1YR
Volatility53.3%52.8%
Downside Capture283.62261.71
Upside Capture96.0163.66
Correlation (SPY)44.4%37.9%
NAGE Betas & Captures as of 4/30/2026

 1M2M3M6M1Y3Y
Beta2.051.601.611.551.72-0.18
Up Beta1.421.591.471.632.480.15
Down Beta7.281.661.591.081.04-0.77
Up Capture171%136%118%112%102%19%
Bmk +ve Days15223166141428
Stock +ve Days13212956119134
Down Capture561%177%199%183%163%94%
Bmk -ve Days4183056108321
Stock -ve Days8213366126138

[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 NAGE
NAGE-63.6%53.2%-1.71-
Sector ETF (XLV)16.0%14.5%0.8011.6%
Equity (SPY)29.5%12.0%1.8638.3%
Gold (GLD)35.5%26.8%1.11-1.5%
Commodities (DBC)42.9%18.7%1.77-16.1%
Real Estate (VNQ)15.2%13.1%0.8218.1%
Bitcoin (BTCUSD)-31.3%41.8%-0.7822.0%

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Based On 5-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with NAGE
NAGE-13.7%56.7%-0.90-
Sector ETF (XLV)5.7%14.7%0.2123.7%
Equity (SPY)14.0%17.0%0.6447.5%
Gold (GLD)18.8%18.0%0.850.9%
Commodities (DBC)10.4%19.4%0.42-0.5%
Real Estate (VNQ)3.8%18.8%0.1033.8%
Bitcoin (BTCUSD)11.6%55.3%0.4126.5%

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Based On 10-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with NAGE
NAGE-7.1%56.7%-0.90-
Sector ETF (XLV)9.9%16.5%0.4923.7%
Equity (SPY)15.7%17.9%0.7547.5%
Gold (GLD)13.0%16.0%0.670.9%
Commodities (DBC)7.8%17.9%0.35-0.5%
Real Estate (VNQ)5.5%20.7%0.2333.8%
Bitcoin (BTCUSD)66.7%66.9%1.0626.5%

Smart multi-asset allocation framework can stack odds in your favor. Learn How

Short Interest

Short Interest: As Of Date4302026
Short Interest: Shares Quantity5.4 Mil
Short Interest: % Change Since 4152026-1.0%
Average Daily Volume0.7 Mil
Days-to-Cover Short Interest8.0 days
Basic Shares Quantity79.9 Mil
Short % of Basic Shares6.8%

Earnings Returns History

Expand for More
 Forward Returns
Earnings Date1D Returns5D Returns21D Returns
3/4/20263.2%-1.0%-11.3%
11/4/2025-1.0%3.0%-7.2%
8/6/20252.2%7.7%0.1%
SUMMARY STATS   
# Positive221
# Negative112
Median Positive2.7%5.3%0.1%
Median Negative-1.0%-1.0%-9.3%
Max Positive3.2%7.7%0.1%
Max Negative-1.0%-1.0%-11.3%

SEC Filings

Expand for More
Report DateFiling DateFiling
03/31/202605/06/202610-Q
12/31/202503/04/202610-K
09/30/202511/04/202510-Q
06/30/202508/06/202510-Q
03/31/202505/07/202510-Q
12/31/202403/04/202510-K
09/30/202410/31/202410-Q
06/30/202408/07/202410-Q
03/31/202405/08/202410-Q
12/31/202303/06/202410-K
09/30/202311/08/202310-Q
06/30/202308/09/202310-Q
03/31/202305/10/202310-Q
12/31/202203/08/202310-K
09/30/202211/02/202210-Q
06/30/202208/10/202210-Q

Recent Forward Guidance [BETA]

Latest: Q1 2026 Earnings Reported 5/6/2026

Forward GuidanceGuidance Change
MetricLowMidHigh% Chg% DeltaChangePrior
2026 Net Sales Growth10.0%12.5%15.0%00AffirmedGuidance: 12.5% for 2026
2026 General & Administrative Expense Increase3.00 Mil3.50 Mil4.00 Mil-22.2% LoweredGuidance: 4.50 Mil for 2026

Prior: Q4 2025 Earnings Reported 3/4/2026

Forward GuidanceGuidance Change
MetricLowMidHigh% Chg% DeltaChangePrior
2026 Net Sales Growth10.0%12.5%15.0%-54.5%-15.0%LoweredGuidance: 27.5% for 2025
2026 General & administrative expense increase4.00 Mil4.50 Mil5.00 Mil-47.1% LoweredGuidance: 8.50 Mil for 2025

Insider Activity

Expand for More
#OwnerTitleHoldingActionFiling DatePriceSharesTransacted
Value
Value of
Held Shares
Form
1Pamir, OzanChief Financial OfficerDirectBuy111720256.814,46530,40650,204Form
2Pamir, OzanChief Financial OfficerThe reported securities are held by the reporting person's spouse.Buy111720256.852,22015,21015,210Form