Prestige Consumer Healthcare (PBH)
Market Price (4/23/2026): $57.2 | Market Cap: $2.7 BilSector: Health Care | Industry: Pharmaceuticals
Prestige Consumer Healthcare (PBH)
Market Price (4/23/2026): $57.2Market Cap: $2.7 BilSector: Health CareIndustry: Pharmaceuticals
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 6.8%, FCF Yield is 9.8% Attractive operating marginsOp Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is 30% Attractive cash flow generationCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 25%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 24% Low stock price volatilityVol 12M is 27% Megatrend and thematic driversMegatrends include Health & Wellness Trends. Themes include Over-the-Counter (OTC) Healthcare, and Personal Hygiene & Self-Care. | Weak multi-year price returns2Y Excs Rtn is -58%, 3Y Excs Rtn is -80% | Weak revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is -1.3%, Rev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -0.1%, Rev Chg QQuarterly Revenue Change % is -2.4% Key risksPBH key risks include [1] supply chain vulnerability due to its reliance on third-party manufacturers, Show more. |
| Attractive yieldTotal YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 6.8%, FCF Yield is 9.8% |
| Attractive operating marginsOp Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is 30% |
| Attractive cash flow generationCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 25%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 24% |
| Low stock price volatilityVol 12M is 27% |
| Megatrend and thematic driversMegatrends include Health & Wellness Trends. Themes include Over-the-Counter (OTC) Healthcare, and Personal Hygiene & Self-Care. |
| Weak multi-year price returns2Y Excs Rtn is -58%, 3Y Excs Rtn is -80% |
| Weak revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is -1.3%, Rev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -0.1%, Rev Chg QQuarterly Revenue Change % is -2.4% |
| Key risksPBH key risks include [1] supply chain vulnerability due to its reliance on third-party manufacturers, Show more. |
Qualitative Assessment
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Prestige Consumer Healthcare (PBH) stock has lost about 5% since 12/31/2025 because of the following key factors:
1. Prestige Consumer Healthcare reported disappointing Q3 Fiscal 2026 earnings on February 5, 2026, missing analyst expectations. The company reported diluted earnings per share (EPS) of $1.14, falling short of the consensus estimate of $1.16 by $0.02. Additionally, quarterly revenue decreased 2.4% year-over-year to $283.44 million, below the analyst estimate of $286.93 million. This earnings miss contributed to the stock hitting a new 12-month low.
2. The company's revised fiscal 2026 outlook, initially lowered in August 2025, continued to weigh on investor sentiment into the specified period. Prestige Consumer Healthcare had previously revised its fiscal 2026 revenue guidance to $1,100-$1,115 million from an earlier range of $1,140-$1,155 million, and adjusted EPS guidance was lowered to $4.50-$4.58 from $4.70-$4.82. This downward revision in expectations for the full fiscal year created ongoing pressure.
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1. Prestige Consumer Healthcare reported disappointing Q3 Fiscal 2026 earnings on February 5, 2026, missing analyst expectations. The company reported diluted earnings per share (EPS) of $1.14, falling short of the consensus estimate of $1.16 by $0.02. Additionally, quarterly revenue decreased 2.4% year-over-year to $283.44 million, below the analyst estimate of $286.93 million. This earnings miss contributed to the stock hitting a new 12-month low.
2. The company's revised fiscal 2026 outlook, initially lowered in August 2025, continued to weigh on investor sentiment into the specified period. Prestige Consumer Healthcare had previously revised its fiscal 2026 revenue guidance to $1,100-$1,115 million from an earlier range of $1,140-$1,155 million, and adjusted EPS guidance was lowered to $4.50-$4.58 from $4.70-$4.82. This downward revision in expectations for the full fiscal year created ongoing pressure.
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Stock Movement Drivers
Fundamental Drivers
The -7.3% change in PBH stock from 12/31/2025 to 4/22/2026 was primarily driven by a -6.6% change in the company's Net Income Margin (%).| (LTM values as of) | 12312025 | 4222026 | Change |
|---|---|---|---|
| Stock Price ($) | 61.69 | 57.21 | -7.3% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 1,110 | 1,104 | -0.6% |
| Net Income Margin (%) | 18.1% | 16.9% | -6.6% |
| P/E Multiple | 15.1 | 14.7 | -2.5% |
| Shares Outstanding (Mil) | 49 | 48 | 2.4% |
| Cumulative Contribution | -7.3% |
Market Drivers
12/31/2025 to 4/22/2026| Return | Correlation | |
|---|---|---|
| PBH | -7.3% | |
| Market (SPY) | -5.4% | 26.9% |
| Sector (XLV) | -5.4% | 28.3% |
Fundamental Drivers
The -8.3% change in PBH stock from 9/30/2025 to 4/22/2026 was primarily driven by a -11.1% change in the company's Net Income Margin (%).| (LTM values as of) | 9302025 | 4222026 | Change |
|---|---|---|---|
| Stock Price ($) | 62.40 | 57.21 | -8.3% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 1,120 | 1,104 | -1.5% |
| Net Income Margin (%) | 19.0% | 16.9% | -11.1% |
| P/E Multiple | 14.5 | 14.7 | 1.3% |
| Shares Outstanding (Mil) | 49 | 48 | 3.3% |
| Cumulative Contribution | -8.3% |
Market Drivers
9/30/2025 to 4/22/2026| Return | Correlation | |
|---|---|---|
| PBH | -8.3% | |
| Market (SPY) | -2.9% | 19.0% |
| Sector (XLV) | 5.6% | 31.7% |
Fundamental Drivers
The -33.5% change in PBH stock from 3/31/2025 to 4/22/2026 was primarily driven by a -26.3% change in the company's P/E Multiple.| (LTM values as of) | 3312025 | 4222026 | Change |
|---|---|---|---|
| Stock Price ($) | 85.97 | 57.21 | -33.5% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 1,118 | 1,104 | -1.3% |
| Net Income Margin (%) | 19.1% | 16.9% | -11.7% |
| P/E Multiple | 19.9 | 14.7 | -26.3% |
| Shares Outstanding (Mil) | 50 | 48 | 3.6% |
| Cumulative Contribution | -33.5% |
Market Drivers
3/31/2025 to 4/22/2026| Return | Correlation | |
|---|---|---|
| PBH | -33.5% | |
| Market (SPY) | 16.3% | 35.4% |
| Sector (XLV) | 1.6% | 37.9% |
Fundamental Drivers
The -8.7% change in PBH stock from 3/31/2023 to 4/22/2026 was primarily driven by a -10.9% change in the company's Net Income Margin (%).| (LTM values as of) | 3312023 | 4222026 | Change |
|---|---|---|---|
| Stock Price ($) | 62.63 | 57.21 | -8.7% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 1,109 | 1,104 | -0.5% |
| Net Income Margin (%) | 19.0% | 16.9% | -10.9% |
| P/E Multiple | 14.8 | 14.7 | -0.7% |
| Shares Outstanding (Mil) | 50 | 48 | 3.8% |
| Cumulative Contribution | -8.7% |
Market Drivers
3/31/2023 to 4/22/2026| Return | Correlation | |
|---|---|---|
| PBH | -8.7% | |
| Market (SPY) | 63.3% | 29.3% |
| Sector (XLV) | 18.4% | 31.4% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| PBH Return | 74% | 3% | -2% | 28% | -21% | -7% | 65% |
| Peers Return | 16% | -12% | -1% | 2% | -28% | 7% | -21% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 3% | 88% |
Monthly Win Rates [3] | |||||||
| PBH Win Rate | 75% | 67% | 50% | 67% | 33% | 50% | |
| Peers Win Rate | 52% | 44% | 48% | 57% | 25% | 60% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 50% | |
Max Drawdowns [4] | |||||||
| PBH Max Drawdown | 0% | -20% | -10% | -4% | -26% | -15% | |
| Peers Max Drawdown | -13% | -25% | -14% | -9% | -34% | -8% | |
| S&P 500 Max Drawdown | -1% | -25% | -1% | -2% | -15% | -7% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: KVUE, PRGO, CHD, EPC, PG.
[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 4/22/2026 (YTD)
How Low Can It Go
| Event | PBH | S&P 500 |
|---|---|---|
| 2022 Inflation Shock | ||
| % Loss | -23.0% | -25.4% |
| % Gain to Breakeven | 29.9% | 34.1% |
| Time to Breakeven | 66 days | 464 days |
| 2020 Covid Pandemic | ||
| % Loss | -35.8% | -33.9% |
| % Gain to Breakeven | 55.8% | 51.3% |
| Time to Breakeven | 351 days | 148 days |
| 2018 Correction | ||
| % Loss | -53.7% | -19.8% |
| % Gain to Breakeven | 116.2% | 24.7% |
| Time to Breakeven | 879 days | 120 days |
| 2008 Global Financial Crisis | ||
| % Loss | -70.2% | -56.8% |
| % Gain to Breakeven | 235.0% | 131.3% |
| Time to Breakeven | 1,077 days | 1,480 days |
Compare to KVUE, PRGO, CHD, EPC, PG
In The Past
Prestige Consumer Healthcare's stock fell -23.0% during the 2022 Inflation Shock from a high on 11/11/2021. A -23.0% loss requires a 29.9% gain to breakeven.
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About Prestige Consumer Healthcare (PBH)
Prestige Consumer Healthcare Inc., together with its subsidiaries, develops, manufactures, markets, distributes, and sells over-the-counter (OTC) health and personal care products in the United States and internationally. The company operates in two segments, North American OTC Healthcare and International OTC Healthcare. It offers BC/Goody's analgesic powders, Boudreaux's Butt Paste baby ointments, Chloraseptic sore throat liquids and lozenges, Clear Eyes for eye redness relief, Compound W wart removals, DenTek for PEG oral care, Debrox ear wax removals, and Dramamine for motion sickness relief. The company also provides Fleet adult enemas/suppositories, Gaviscon upset stomach remedies, Luden's cough drops, Monistat vaginal anti-fungal, Nix lice/parasite treatments, Summer's Eve feminine hygiene, TheraTears dry eye relief, Fess nasal saline spray and washes, and Hydralyte for oral rehydration products. It sells its products through mass merchandisers; and drug, food, dollar, convenience, and club stores, as well as e-commerce channels. The company was formerly known as Prestige Brands Holdings, Inc. and changed its name to Prestige Consumer Healthcare Inc. in August 2018. Prestige Consumer Healthcare Inc. was founded in 1996 and is headquartered in Tarrytown, New York.
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- Johnson & Johnson for everyday over-the-counter health and personal care products.
- Procter & Gamble for a portfolio of common non-prescription remedies.
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- BC/Goody's: Analgesic powders for pain relief.
- Boudreaux's Butt Paste: Baby ointments for diaper rash relief.
- Chloraseptic: Liquids and lozenges for sore throat relief.
- Clear Eyes: Eye drops for redness relief.
- Compound W: Products for wart removal.
- DenTek: Products for oral care.
- Debrox: Ear drops for ear wax removal.
- Dramamine: Medication for motion sickness relief.
- Fleet: Adult enemas and suppositories for constipation relief.
- Gaviscon: Remedies for upset stomach, heartburn, and indigestion.
- Luden's: Cough drops for cough and sore throat relief.
- Monistat: Vaginal anti-fungal treatments.
- Nix: Treatments for lice and other parasites.
- Summer's Eve: Products for feminine hygiene.
- TheraTears: Eye drops for dry eye relief.
- Fess: Nasal saline sprays and washes for nasal congestion relief.
- Hydralyte: Oral rehydration products.
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```htmlPrestige Consumer Healthcare (PBH) sells its products primarily to other companies, specifically a wide range of retailers. These retailers then sell the products to individual consumers.
Based on the company's distribution channels, its major customers include large national and international retail chains across various categories:
- Walmart Inc. (Symbol: WMT) - Represents mass merchandisers and club stores (Sam's Club).
- CVS Health Corporation (Symbol: CVS) - Represents drug stores.
- Walgreens Boots Alliance, Inc. (Symbol: WBA) - Represents drug stores.
- Amazon.com, Inc. (Symbol: AMZN) - Represents e-commerce channels.
- Target Corporation (Symbol: TGT) - Represents mass merchandisers.
- The Kroger Co. (Symbol: KR) - Represents food/grocery stores.
- Costco Wholesale Corporation (Symbol: COST) - Represents club stores.
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Ron Lombardi, President & CEO
Ron Lombardi was named President and CEO in June 2015, having previously served as Chief Financial Officer for the company since December 2010. He possesses extensive financial management experience, including expertise in acquisitions and divestitures, debt and equity structuring, and building financial infrastructure. Lombardi served as CFO for Waterbury International Holdings, a private equity-owned firm. Prior to that, he held positions of increasing financial responsibility at Cannondale Sports Group/Dorel Recreation and Leisure, including CFO and then Chief Operating Officer. His background also includes leadership roles in finance at publicly traded companies Gerber Scientific and Emerson Electric. He is a licensed CPA and holds a B.S. from Springfield College and an MBA from American International College.
Christine Sacco, Chief Financial Officer and Chief Operating Officer
Christine Sacco was appointed Chief Financial Officer in September 2016 and expanded her responsibilities to include Chief Operating Officer in January 2025. She joined Prestige Consumer Healthcare from Boulder Brands, where she served as Chief Financial Officer for four years, following roles as Chief Accounting Officer and Controller. Earlier in her career, she held various financial leadership positions at Alpharma, Inc., a global specialty pharma company, where her last role was Vice President, Treasurer. Her expertise encompasses corporate finance, treasury, investor relations, strategic planning, operations, and M&A. Sacco began her career in the Audit and Assurance group at Ernst & Young and is a Certified Public Accountant, holding a B.S. in accounting from St. Thomas Aquinas College.
William P'Pool, Senior Vice President, General Counsel and Corporate Secretary
William "Bill" P'Pool was appointed as Senior Vice President, General Counsel, and Corporate Secretary in November 2016. His background includes prior legal roles at Yum! Brands and GrafTech International. He also has experience in M&A, compliance, government affairs, corporate security, and EHS. P'Pool earned a BS in business from Murray State University and a JD from the University of Kentucky.
Adel Mekhail, Executive Vice President, Marketing & Sales
Adel Mekhail serves as the Executive Vice President, Marketing & Sales. Additional background details were not readily available in the search results.
Jeff Zerillo, Executive Vice President, Operations
Jeff Zerillo is the Executive Vice President, Operations. He is also referred to as Senior Vice President - Operations. Additional background details were not readily available in the search results.
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Prestige Consumer Healthcare (PBH) faces several key risks to its business operations and financial performance:
- Supply Chain Challenges and Operational Constraints: The company is exposed to significant vulnerabilities within its supply chain, including a reliance on third-party manufacturers and a lack of long-term contracts with some key suppliers. This can lead to increased costs for raw materials, packaging, labor, and transportation, as well as production disruptions, which have negatively impacted sales for specific brands such as Clear Eyes.
- Economic Uncertainty and Intense Competition: The current economic climate, characterized by high inflation, fluctuating interest rates, and geopolitical tensions, poses a threat to PBH through increased operational costs and potential shifts in consumer purchasing behavior. Furthermore, the over-the-counter (OTC) healthcare market is highly competitive, requiring continuous innovation and adaptation to maintain market share. Tariffs are also projected to create headwinds for the company.
- Customer Concentration and Evolving Retail Landscape: Prestige Consumer Healthcare generates a significant portion of its revenue from a few major customers, including Walmart and Amazon. Any changes in the purchasing strategies of these key retailers could materially impact sales. The ongoing shift towards online commerce and delivery-based shopping also presents a risk to PBH's traditional business model, which historically has relied on securing substantial shelf space for its brands in physical stores.
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Prestige Consumer Healthcare Inc. (PBH) operates in various over-the-counter (OTC) healthcare and personal care markets. The addressable market sizes for their main products or services are as follows:
- Analgesic Powders (e.g., BC/Goody's): The global over-the-counter analgesic market was valued at approximately USD 29.8 billion in 2024 and is projected to reach around USD 44.1 billion by 2034. North America led this market, generating approximately USD 13.0 billion in revenue in 2024. Other estimates for the global market size include USD 31.89 billion in 2025, rising to USD 45.77 billion by 2035.
- Antacids (e.g., Gaviscon): The global antacids market was valued at approximately USD 7.2 billion in 2024 and is projected to reach USD 9.7 billion by 2033. Another source estimates the global market at USD 7.73 billion in 2024, expected to reach USD 9.9871 billion by 2030. The U.S. antacids market was valued at USD 3.85 billion in 2024 and is projected to reach around USD 5.64 billion by 2034.
- Sore Throat Liquids and Lozenges / Cough Drops (e.g., Chloraseptic, Luden's): The global cold, cough, and sore throat remedies market was estimated at USD 41.22 billion in 2023 and is expected to reach USD 56.17 billion by 2032. Another estimate places the global market at USD 14,250.75 million (approximately USD 14.25 billion) in 2024, projected to reach USD 22,235.40 million (approximately USD 22.24 billion) by 2032. North America held a significant share, accounting for 38% of the global market in 2023.
- Eye Redness Relief / Dry Eye Relief (e.g., Clear Eyes, TheraTears): The U.S. eye care market size was estimated at USD 27.3 billion in 2024 and is expected to grow to USD 41.23 billion by 2030. The U.S. vision care industry market was valued at approximately USD 24.35 billion in 2022 and is projected to grow to USD 33.40 billion by 2028.
- Oral Care (e.g., DenTek): The global oral care market size was approximately USD 47.3 billion in 2024 and is anticipated to reach around USD 80.8 billion by 2034. North America held the largest revenue share in the global oral care market in 2025.
- Vaginal Anti-fungal (e.g., Monistat): The global vaginal antifungals market was valued at US$ 1,133.6 million (approximately USD 1.13 billion) in 2025 and is forecasted to expand to US$ 1,375.3 million (approximately USD 1.38 billion) by 2032. Another source estimates the market at USD 1.2 billion in 2025, projected to reach USD 1.9 billion by 2035.
- Lice/Parasite Treatments (e.g., Nix): The global lice treatment market was valued at USD 975.8 million in 2022 and is expected to grow to USD 1.65 billion by 2031. The U.S. lice treatment market size was valued at USD 0.32 billion in 2024 and is expected to reach USD 0.50 billion by 2032.
- Feminine Hygiene (e.g., Summer's Eve): The global feminine hygiene products market was approximately USD 48.96 billion in 2025 and is predicted to increase to around USD 101.80 billion by 2035. Another estimate for the global market is US$ 34.1 billion in 2025, reaching US$ 51.9 billion in 2032. Specifically for feminine hygiene wash, the global market was estimated at USD 9.25 billion in 2024, projected to grow to USD 15.7 billion by 2034. North America's feminine hygiene wash market generated approximately USD 2.4 billion in revenue in 2024.
For Boudreaux's Butt Paste (baby ointments), Compound W (wart removals), Debrox (ear wax removals), Dramamine (motion sickness relief), Fleet (adult enemas/suppositories), Fess (nasal saline spray and washes), and Hydralyte (oral rehydration products), specific addressable market sizes were not readily available in the provided search results, and thus are returned as null.
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Prestige Consumer Healthcare Inc. (PBH) is anticipated to drive future revenue growth over the next 2-3 years through several strategic initiatives and market dynamics: * **Expansion of International OTC Healthcare Segment:** The company has consistently reported strong growth in its International OTC Healthcare segment, with notable performance from brands like Hydralyte, particularly in Australia. This international expansion is expected to continue contributing to overall revenue growth. * **Growth in E-commerce Channels:** Prestige Consumer Healthcare has made long-term investments in e-commerce, which has resulted in impressive double-digit growth in online consumption. E-commerce is now a significant contributor to total sales, and the company expects this trend to continue. * **Strategic Acquisitions and Supply Chain Optimization:** The company's strategy involves acquiring and nurturing established over-the-counter (OTC) brands. A key recent example is the acquisition of Pillar5 Pharma, their eye care supplier, which is expected to enhance their eye care business, improve production control, and resolve past supply chain challenges, particularly for the Clear Eyes brand. This integration aims to ensure consistent supply and enable further marketing efforts. * **Category-Specific Growth in North America:** Despite some headwinds in certain categories, Prestige Consumer Healthcare has identified strong growth drivers within its North American OTC Healthcare segment, particularly in Ear & Eye Care, Gastrointestinal (GI) products (such as Dramamine and Fleet), and dermatological categories. The company anticipates continued improvements in the Clear Eyes supply chain and a recovery in the analgesics category.AI Analysis | Feedback
Share Repurchases
- In fiscal year 2025, Prestige Consumer Healthcare repurchased approximately 0.7 million shares for about $51.5 million.
- Under a buyback announced on May 14, 2024, the company completed the repurchase of 3,064,806 shares for a total of US$207 million.
- For the first nine months of fiscal year 2026 (ending December 31, 2025), share repurchases exceeded $150 million.
Outbound Investments
- On July 1, 2021, Prestige Consumer Healthcare completed the acquisition of TheraTears and other over-the-counter consumer brands from Akorn Operating Company LLC for US$230 million in cash.
- The company acquired Pillar5 Pharma, its primary Clear Eyes supplier, for approximately $100 million, with the transaction closing in the third quarter of fiscal year 2026. This acquisition was aimed at securing long-term supply stability and facilitating capacity expansion for ophthalmic products.
Capital Expenditures
- For fiscal year 2026, the company is investing in a new high-speed line at Pillar5, which is expected to commence production in the third quarter of fiscal year 2026, to expand capacity for multi-dose sterile over-the-counter ophthalmic products.
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| Date | Ticker | Company | Category | Trade Strategy | 6M Fwd Rtn | 12M Fwd Rtn | 12M Max DD |
|---|---|---|---|---|---|---|---|
| 03312026 | PGNY | Progyny | Dip Buy | DB | FCF Yield | Low D/EDip Buy with High Free Cash Flow YieldBuying dips for companies with significant free cash flow yield (FCF / Market Cap) and reasonable debt / market cap | 0.0% | 0.0% | 0.0% |
| 03272026 | CNC | Centene | Dip Buy | DB | FCF Yield | Low D/EDip Buy with High Free Cash Flow YieldBuying dips for companies with significant free cash flow yield (FCF / Market Cap) and reasonable debt / market cap | 2.3% | 2.3% | -0.6% |
| 03272026 | OSCR | Oscar Health | Dip Buy | DB | FCF Yield | Low D/EDip Buy with High Free Cash Flow YieldBuying dips for companies with significant free cash flow yield (FCF / Market Cap) and reasonable debt / market cap | 3.0% | 3.0% | -2.6% |
| 03202026 | WAT | Waters | Monopoly | MY | Getting CheaperMonopoly-Like with P/S DeclineLarge cap with monopoly-like margins or cash flow generation and getting cheaper based on P/S multiple | -0.4% | -0.4% | -3.3% |
| 03202026 | GILD | Gilead Sciences | Quality | Q | Momentum | UpsideQuality Stocks with Momentum and UpsideBuying quality stocks with strong momentum but still having room to run | 1.6% | 1.6% | -2.2% |
| 03132026 | PBH | Prestige Consumer Healthcare | 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 | -3.5% | -3.5% | -4.8% |
Research & Analysis
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Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 40.08 |
| Mkt Cap | 12.4 |
| Rev LTM | 5,228 |
| Op Inc LTM | 706 |
| FCF LTM | 680 |
| FCF 3Y Avg | 604 |
| CFO LTM | 746 |
| CFO 3Y Avg | 735 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | -0.9% |
| Rev Chg 3Y Avg | 0.2% |
| Rev Chg Q | 1.7% |
| QoQ Delta Rev Chg LTM | 0.4% |
| Op Inc Chg LTM | 0.8% |
| Op Inc Chg 3Y Avg | 1.5% |
| Op Mgn LTM | 17.7% |
| Op Mgn 3Y Avg | 17.6% |
| QoQ Delta Op Mgn LTM | -0.6% |
| CFO/Rev LTM | 17.1% |
| CFO/Rev 3Y Avg | 17.1% |
| FCF/Rev LTM | 14.4% |
| FCF/Rev 3Y Avg | 14.1% |
Valuation
| Median | |
|---|---|
| Name | |
| Mkt Cap | 12.4 |
| P/S | 2.3 |
| P/Op Inc | 10.2 |
| P/EBIT | 14.6 |
| P/E | 17.5 |
| P/CFO | 12.5 |
| Total Yield | 4.8% |
| Dividend Yield | 1.7% |
| FCF Yield 3Y Avg | 6.1% |
| D/E | 0.3 |
| Net D/E | 0.3 |
Returns
| Median | |
|---|---|
| Name | |
| 1M Rtn | -1.2% |
| 3M Rtn | -0.4% |
| 6M Rtn | 0.7% |
| 12M Rtn | -22.3% |
| 3Y Rtn | -18.5% |
| 1M Excs Rtn | -9.7% |
| 3M Excs Rtn | -4.2% |
| 6M Excs Rtn | -5.2% |
| 12M Excs Rtn | -58.5% |
| 3Y Excs Rtn | -90.5% |
Price Behavior
Price Behavior
| Market Price | $57.21 | |
| Market Cap ($ Bil) | 2.7 | |
| First Trading Date | 02/10/2005 | |
| Distance from 52W High | -35.8% | |
| 50 Days | 200 Days | |
| DMA Price | $62.48 | $64.30 |
| DMA Trend | down | down |
| Distance from DMA | -8.4% | -11.0% |
| 3M | 1YR | |
| Volatility | 33.1% | 27.1% |
| Downside Capture | 0.29 | 0.41 |
| Upside Capture | -28.97 | 19.54 |
| Correlation (SPY) | 17.8% | 23.0% |
PBH Betas & Captures as of 3/31/2026
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 0.60 | 0.46 | 0.56 | 0.35 | 0.48 | 0.48 |
| Up Beta | 0.50 | 0.81 | 1.38 | 0.92 | 0.50 | 0.45 |
| Down Beta | 0.17 | 0.88 | 0.59 | 0.60 | 0.40 | 0.43 |
| Up Capture | 8% | 12% | 30% | 6% | 19% | 18% |
| Bmk +ve Days | 7 | 16 | 27 | 65 | 139 | 424 |
| Stock +ve Days | 6 | 18 | 28 | 61 | 119 | 391 |
| Down Capture | 130% | 41% | 50% | 16% | 83% | 81% |
| Bmk -ve Days | 12 | 23 | 33 | 58 | 110 | 323 |
| Stock -ve Days | 16 | 24 | 35 | 65 | 131 | 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 PBH | |
|---|---|---|---|---|
| PBH | -26.1% | 27.1% | -1.14 | - |
| Sector ETF (XLV) | 12.0% | 15.9% | 0.52 | 32.4% |
| Equity (SPY) | 26.7% | 12.5% | 1.77 | 25.6% |
| Gold (GLD) | 38.9% | 27.4% | 1.19 | -7.1% |
| Commodities (DBC) | 23.5% | 16.2% | 1.32 | -7.7% |
| Real Estate (VNQ) | 15.6% | 13.6% | 0.82 | 27.7% |
| Bitcoin (BTCUSD) | -12.8% | 42.6% | -0.21 | 11.6% |
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Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with PBH | |
|---|---|---|---|---|
| PBH | 5.2% | 25.4% | 0.19 | - |
| Sector ETF (XLV) | 5.6% | 14.6% | 0.20 | 35.2% |
| Equity (SPY) | 10.5% | 17.1% | 0.48 | 31.8% |
| Gold (GLD) | 21.5% | 17.8% | 0.99 | 1.2% |
| Commodities (DBC) | 10.7% | 18.8% | 0.47 | 3.1% |
| Real Estate (VNQ) | 3.6% | 18.8% | 0.09 | 32.8% |
| Bitcoin (BTCUSD) | 3.8% | 56.4% | 0.29 | 10.1% |
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Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with PBH | |
|---|---|---|---|---|
| PBH | 0.4% | 29.0% | 0.06 | - |
| Sector ETF (XLV) | 9.5% | 16.5% | 0.46 | 42.1% |
| Equity (SPY) | 13.8% | 17.9% | 0.66 | 40.1% |
| Gold (GLD) | 13.9% | 15.9% | 0.73 | 2.0% |
| Commodities (DBC) | 8.1% | 17.6% | 0.38 | 12.5% |
| Real Estate (VNQ) | 5.4% | 20.7% | 0.23 | 35.9% |
| Bitcoin (BTCUSD) | 68.1% | 66.9% | 1.07 | 7.3% |
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 |
| 2/5/2026 | -2.2% | -1.6% | 0.2% |
| 11/6/2025 | 2.6% | 1.1% | 0.8% |
| 8/7/2025 | -10.0% | -11.6% | -13.5% |
| 5/8/2025 | 6.9% | 4.9% | 4.5% |
| 2/6/2025 | 14.8% | 10.7% | 17.0% |
| 11/7/2024 | 3.2% | 6.0% | 8.6% |
| 8/8/2024 | -1.5% | -0.6% | 9.5% |
| 5/14/2024 | -7.0% | -9.0% | -9.3% |
| ... | |||
| SUMMARY STATS | |||
| # Positive | 16 | 13 | 15 |
| # Negative | 8 | 11 | 9 |
| Median Positive | 2.9% | 4.9% | 6.9% |
| Median Negative | -2.0% | -2.9% | -8.9% |
| Max Positive | 14.8% | 13.8% | 17.7% |
| Max Negative | -10.0% | -11.6% | -13.9% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 12/31/2025 | 02/05/2026 | 10-Q |
| 09/30/2025 | 11/06/2025 | 10-Q |
| 06/30/2025 | 08/07/2025 | 10-Q |
| 03/31/2025 | 05/09/2025 | 10-K |
| 12/31/2024 | 02/06/2025 | 10-Q |
| 09/30/2024 | 11/07/2024 | 10-Q |
| 06/30/2024 | 08/08/2024 | 10-Q |
| 03/31/2024 | 05/15/2024 | 10-K |
| 12/31/2023 | 02/08/2024 | 10-Q |
| 09/30/2023 | 11/02/2023 | 10-Q |
| 06/30/2023 | 08/03/2023 | 10-Q |
| 03/31/2023 | 05/05/2023 | 10-K |
| 12/31/2022 | 02/02/2023 | 10-Q |
| 09/30/2022 | 11/03/2022 | 10-Q |
| 06/30/2022 | 08/04/2022 | 10-Q |
| 03/31/2022 | 05/06/2022 | 10-K |
Recent Forward Guidance [BETA]
Latest: Q3 2026 Earnings Reported 2/5/2026
| Forward Guidance | Guidance Change | ||||||
|---|---|---|---|---|---|---|---|
| Metric | Low | Mid | High | % Chg | % Delta | Change | Prior |
| 2026 Revenue | 1.10 Bil | -0.7% | Lowered | Guidance: 1.11 Bil for 2026 | |||
| 2026 Organic Revenue Growth | -3.0% | 33.3% | -0.8% | Lowered | Guidance: -2.25% for 2026 | ||
| 2026 Adjusted Diluted E.P.S. | 4.54 | -0.4% | Lowered | Guidance: 4.56 for 2026 | |||
| 2026 Free Cash Flow | 245.00 Mil | 0 | Affirmed | Guidance: 245.00 Mil for 2026 | |||
Prior: Q2 2026 Earnings Reported 11/6/2025
| Forward Guidance | Guidance Change | ||||||
|---|---|---|---|---|---|---|---|
| Metric | Low | Mid | High | % Chg | % Delta | Change | Prior |
| 2026 Revenue | 1.10 Bil | 1.11 Bil | 1.11 Bil | 0 | Affirmed | Guidance: 1.11 Bil for 2026 | |
| 2026 Organic Revenue Growth | -3.0% | -2.25% | -1.5% | 0 | 0 | Affirmed | Guidance: -2.25% for 2026 |
| 2026 Adjusted Diluted E.P.S. | 4.54 | 4.56 | 4.58 | 0.4% | 2.0% | Raised | Guidance: 4.54 for 2026 |
| 2026 Free Cash Flow | 245.00 Mil | 0 | Affirmed | Guidance: 245.00 Mil for 2026 | |||
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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