Park-Ohio (PKOH)
Market Price (2/2/2026): $22.63 | Market Cap: $314.6 MilSector: Industrials | Industry: Industrial Machinery & Supplies & Components
Park-Ohio (PKOH)
Market Price (2/2/2026): $22.63Market Cap: $314.6 MilSector: IndustrialsIndustry: Industrial Machinery & Supplies & Components
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 9.3%, ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is 5.2% | Weak multi-year price returns2Y Excs Rtn is -50% | Debt is significantNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 210% |
| Low stock price volatilityVol 12M is 44% | Weak revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is -3.9%, Rev Chg QQuarterly Revenue Change % is -4.5% | |
| Megatrend and thematic driversMegatrends include Automation & Robotics, Electric Vehicles & Autonomous Driving, and E-commerce & DTC Adoption. Themes include Factory Automation, Show more. | Not cash flow generativeFCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -1.0% | |
| Key risksPKOH key risks include [1] its significant debt burden and associated interest expenses. |
| Attractive yieldTotal YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 9.3%, ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is 5.2% |
| Low stock price volatilityVol 12M is 44% |
| Megatrend and thematic driversMegatrends include Automation & Robotics, Electric Vehicles & Autonomous Driving, and E-commerce & DTC Adoption. Themes include Factory Automation, Show more. |
| Weak multi-year price returns2Y Excs Rtn is -50% |
| Debt is significantNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 210% |
| Weak revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is -3.9%, Rev Chg QQuarterly Revenue Change % is -4.5% |
| Not cash flow generativeFCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -1.0% |
| Key risksPKOH key risks include [1] its significant debt burden and associated interest expenses. |
Stock Movement Drivers
Fundamental Drivers
The 10.0% change in PKOH stock from 10/31/2025 to 2/1/2026 was primarily driven by a 33.2% change in the company's P/E Multiple.| (LTM values as of) | 10312025 | 2012026 | Change |
|---|---|---|---|
| Stock Price ($) | 20.50 | 22.56 | 10.0% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 1,612 | 1,592 | -1.2% |
| Net Income Margin (%) | 1.7% | 1.5% | -15.2% |
| P/E Multiple | 10.1 | 13.5 | 33.2% |
| Shares Outstanding (Mil) | 14 | 14 | -1.4% |
| Cumulative Contribution | 10.0% |
Market Drivers
10/31/2025 to 2/1/2026| Return | Correlation | |
|---|---|---|
| PKOH | 10.0% | |
| Market (SPY) | 1.5% | 41.6% |
| Sector (XLI) | 6.7% | 44.4% |
Fundamental Drivers
The 39.5% change in PKOH stock from 7/31/2025 to 2/1/2026 was primarily driven by a 86.6% change in the company's P/E Multiple.| (LTM values as of) | 7312025 | 2012026 | Change |
|---|---|---|---|
| Stock Price ($) | 16.17 | 22.56 | 39.5% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 1,644 | 1,592 | -3.1% |
| Net Income Margin (%) | 1.9% | 1.5% | -21.1% |
| P/E Multiple | 7.2 | 13.5 | 86.6% |
| Shares Outstanding (Mil) | 14 | 14 | -2.2% |
| Cumulative Contribution | 39.5% |
Market Drivers
7/31/2025 to 2/1/2026| Return | Correlation | |
|---|---|---|
| PKOH | 39.5% | |
| Market (SPY) | 9.8% | 43.3% |
| Sector (XLI) | 9.3% | 45.9% |
Fundamental Drivers
The -7.0% change in PKOH stock from 1/31/2025 to 2/1/2026 was primarily driven by a -28.9% change in the company's P/E Multiple.| (LTM values as of) | 1312025 | 2012026 | Change |
|---|---|---|---|
| Stock Price ($) | 24.27 | 22.56 | -7.0% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 1,657 | 1,592 | -3.9% |
| Net Income Margin (%) | 1.0% | 1.5% | 44.3% |
| P/E Multiple | 18.9 | 13.5 | -28.9% |
| Shares Outstanding (Mil) | 13 | 14 | -5.8% |
| Cumulative Contribution | -7.0% |
Market Drivers
1/31/2025 to 2/1/2026| Return | Correlation | |
|---|---|---|
| PKOH | -7.0% | |
| Market (SPY) | 16.0% | 53.7% |
| Sector (XLI) | 20.8% | 57.4% |
Fundamental Drivers
The 83.1% change in PKOH stock from 1/31/2023 to 2/1/2026 was primarily driven by a 74.4% change in the company's P/S Multiple.| (LTM values as of) | 1312023 | 2012026 | Change |
|---|---|---|---|
| Stock Price ($) | 12.32 | 22.56 | 83.1% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 1,320 | 1,592 | 20.6% |
| P/S Multiple | 0.1 | 0.2 | 74.4% |
| Shares Outstanding (Mil) | 12 | 14 | -12.9% |
| Cumulative Contribution | 83.1% |
Market Drivers
1/31/2023 to 2/1/2026| Return | Correlation | |
|---|---|---|
| PKOH | 83.1% | |
| Market (SPY) | 76.6% | 41.1% |
| Sector (XLI) | 69.5% | 47.8% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| PKOH Return | -30% | -40% | 127% | -1% | -18% | 6% | -19% |
| Peers Return | 25% | 6% | 24% | 11% | 43% | 10% | 186% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 2% | 86% |
Monthly Win Rates [3] | |||||||
| PKOH Win Rate | 33% | 42% | 83% | 42% | 25% | 100% | |
| Peers Win Rate | 63% | 48% | 62% | 58% | 58% | 100% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 100% | |
Max Drawdowns [4] | |||||||
| PKOH Max Drawdown | -37% | -54% | -9% | -14% | -40% | -1% | |
| Peers Max Drawdown | -11% | -20% | -11% | -10% | -7% | -0% | |
| S&P 500 Max Drawdown | -1% | -25% | -1% | -2% | -15% | -1% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: AIT, FAST, GWW, GPC, B.
[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 1/30/2026 (YTD)
How Low Can It Go
| Event | PKOH | S&P 500 |
|---|---|---|
| 2022 Inflation Shock | ||
| % Loss | -76.4% | -25.4% |
| % Gain to Breakeven | 323.4% | 34.1% |
| Time to Breakeven | Not Fully Recovered days | 464 days |
| 2020 Covid Pandemic | ||
| % Loss | -68.4% | -33.9% |
| % Gain to Breakeven | 216.6% | 51.3% |
| Time to Breakeven | 356 days | 148 days |
| 2018 Correction | ||
| % Loss | -45.3% | -19.8% |
| % Gain to Breakeven | 82.8% | 24.7% |
| Time to Breakeven | Not Fully Recovered days | 120 days |
| 2008 Global Financial Crisis | ||
| % Loss | -94.2% | -56.8% |
| % Gain to Breakeven | 1631.7% | 131.3% |
| Time to Breakeven | 1,477 days | 1,480 days |
Compare to AIT, FAST, GWW, GPC, B
In The Past
Park-Ohio's stock fell -76.4% during the 2022 Inflation Shock from a high on 3/11/2021. A -76.4% loss requires a 323.4% gain to breakeven.
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About Park-Ohio (PKOH)
Park-Ohio Holdings Corp. provides supply chain management outsourcing services, capital equipment, and manufactured components in the United States, Europe, Asia, Mexico, Canada, and internationally. It operates through three segments: Supply Technologies, Assembly Components, and Engineered Products. The Supply Technologies segment offers Total Supply Management solution, including engineering and design support, part usage and cost analysis, supplier selection, quality assurance, bar coding, product packaging and tracking, just-in-time and point-of-use delivery, electronic billing, and ongoing technical support services, as well as provides spare parts and aftermarket products; and production components, such as valves, fuel hose assemblies, electro-mechanical hardware, labels, fittings, steering components, and other products. It also engineers and manufactures precision cold-formed and cold-extruded fasteners and other products, including locknuts, SPAC nuts, SPAC bolts, and wheel hardware. The Assembly Components segment manufactures aluminum products, direct fuel injection fuel rails and pipes, fuel filler pipes, and flexible multi-layer plastic and rubber assemblies; turbo charging and coolant hoses; and fluid handling systems. It also offers machining services, as well as value-added services, such as design engineering, machining, and part assembly. The Engineered Products segment designs and manufactures engineered products, including induction heating and melting systems, pipe threading systems, and forged and machined products primarily for ferrous and non-ferrous metals, silicon, coatings, forging, foundry, automotive, and construction equipment industries; engineers and installs mechanical forging presses; sells spare parts; provides field services; and offers aerospace and defense structural components, and rail products, such as railcar center plates and draft lugs. Park-Ohio Holdings Corp. was founded in 1907 and is headquartered in Cleveland, Ohio.
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- A diversified industrial manufacturer and supply chain manager, similar to a smaller **Illinois Tool Works (ITW)** combined with **Fastenal**.
- Like a diversified industrial supplier, akin to **Fastenal** or **Grainger** but also manufacturing a wide range of industrial components.
- A key supplier of specialized industrial parts and supply chain solutions, similar to a diversified **Parker Hannifin** that also manages MRO supplies.
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- Supply Chain Management Services: Provides integrated supply chain solutions for MRO supplies, production components, and fasteners, including inventory management and engineering support.
- Forged and Machined Components: Manufactures high-integrity forged and machined components primarily for heavy truck, off-highway, and industrial markets.
- Induction Heating Systems: Designs and produces induction heating equipment used for heat treating, forging, and melting applications.
- Pipe Threading Products: Manufactures and distributes threading, cutting, and deburring tools for pipe and conduit.
- Custom Rubber Products: Produces custom-engineered rubber products, including hose, seals, and molded components for industrial and consumer uses.
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Park-Ohio (symbol: PKOH) sells primarily to other companies. Its major customers, as reported in its latest annual filings (2023 10-K), include:
- Daimler Truck AG (representing approximately 12% of consolidated net sales in 2023) - Symbol: DTRUY (OTC ADR)
- Ford Motor Company (representing approximately 10% of consolidated net sales in 2023) - Symbol: F (NYSE)
- Caterpillar Inc. (representing approximately 10% of consolidated net sales in 2023) - Symbol: CAT (NYSE)
- Deere & Company (commonly known as John Deere) (representing approximately 7% of consolidated net sales in 2023) - Symbol: DE (NYSE)
- General Electric Company (representing approximately 6% of consolidated net sales in 2023) - Symbol: GE (NYSE)
Park-Ohio serves a diverse range of customers across various industrial sectors, including heavy truck, defense, aerospace, automotive, rail, power sports, marine, agriculture, construction, mining, appliance, power generation, and general industrial sectors.
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Matthew V. Crawford, Chairman, Chief Executive Officer, and President
Matthew V. Crawford was appointed Chairman and CEO of Park-Ohio in May 2018. He joined Park-Ohio in 1995 as Assistant Secretary and Corporate Counsel, becoming a Director in 1997, Senior Vice President in 2001, and President in 2003. He also serves as President of The Crawford Group, a company he has been involved with since 1995. Additionally, Mr. Crawford is a Director of Crawford United Corp., and a Board Member of Thermal Solutions Manufacturing, Inc. and Hickok, Inc. He has been a member of the Executive Committee of Resilience Capital Partners, a private equity firm, since 2010.
Patrick W. Fogarty, Vice President, Chief Financial Officer, and Principal Accounting Officer
Mr. Fogarty has served as Park-Ohio's Vice President and Chief Financial Officer since 2015. His tenure with Park-Ohio began in 1995. Prior to joining Park-Ohio, he gained experience at Ernst & Young, where he worked from 1983 to 1995.
Robert D. Vilsack, Chief Legal and Administrative Officer, and Secretary
Mr. Vilsack has held the position of Secretary and Chief Legal Officer of Park-Ohio Holdings Corp. since 2002. He contributes extensive legal expertise from both private legal practice and the corporate sector to the organization.
Edward F. Crawford, Director
Ambassador Edward F. Crawford is a current Independent Director of Park-Ohio. He served as Chairman and Chief Executive Officer of Park-Ohio Holdings Corp. from 1992 to 2019. Mr. Crawford is a serial entrepreneur who co-founded Cleveland Steel Container in 1962 and founded The Crawford Group. In 1992, he sold his company, Kay Home Products, to Park-Ohio Industries, subsequently becoming a major shareholder, chairman, and CEO of Park-Ohio. He also serves as Chairman of Crawford United Corporation. Under his leadership, Park-Ohio significantly expanded through more than 100 transactions. He was also a former member of the Advisory Board for Resilience Capital Partners.
Matthew J. O'Hern, Senior Vice President, Finance
Matthew J. O'Hern serves as the Senior Vice President, Finance for Park-Ohio. His biography is available on the company's investor relations page.
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The key risks to Park-Ohio (PKOH) include its significant debt burden and associated interest expenses, the highly cyclical nature of the industries it serves, and ongoing challenges related to supply chain stability.
- High Debt and Interest Expenses: Park-Ohio faces substantial risk due to its high debt load and increasing interest expenses, which are considered one of the most significant short and medium-term risks to the company. The company needs to utilize its inventories to reduce its current debt levels to make it more manageable. A debt-heavy balance sheet could also amplify volatility if interest rates continue to rise or if revenue growth stagnates.
- Cyclical Nature of Industries and Economic Headwinds: The industries in which Park-Ohio operates, particularly the automotive and heavy-duty truck sectors, are highly cyclical and susceptible to general economic conditions. The company's revenues and profit margins have been impacted by inflationary pressures, increased wages, and broader macroeconomic headwinds, including the risk of a recession. A downturn in these key industries or the overall economy would negatively affect the company's results.
- Supply Chain Stability and Disruptions: Park-Ohio continues to face pressure from supply chain disruptions, raw material cost fluctuations, and labor shortages. These issues can compress profit margins and create operational challenges. While sales have shown recovery, the strain on digital and logistical networks supporting the company's global operations remains a concern.
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The accelerating global transition to electric vehicles (EVs) and other alternative propulsion systems, which directly threatens demand for the internal combustion engine (ICE) components manufactured by Park-Ohio's Forged & Machined Products segment.
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Park-Ohio (PKOH) operates in three main business segments: Supply Technologies, Assembly Components, and Engineered Products. The addressable markets for these segments are detailed below:
Supply Technologies
This segment specializes in industrial supply chain logistics and management, including vendor-managed inventory and fastener and small component supply chain management.
- The global supply chain management (SCM) market size was estimated at USD 25.67 billion in 2024 and is projected to reach USD 48.59 billion by 2030, growing at a compound annual growth rate (CAGR) of 11.4% from 2025 to 2030. North America held the largest share of the global SCM market in 2024, accounting for 38.5%. Another report estimates the global supply chain management software market at USD 33.39 billion in 2025, forecasted to expand to USD 52.75 billion by 2030.
Assembly Components
This segment focuses on manufacturing and supplying high-quality components such as engineered fasteners, fuel and fluid handling systems, and rubber and plastic products for various industries including automotive, agriculture, and heavy machinery.
- Due to the highly diversified nature of the components manufactured and the broad range of industries served within this segment, a specific, singular addressable market size is difficult to ascertain for "Assembly Components" as a whole. Park-Ohio's products in this segment contribute to various larger markets such as the global automotive components market, industrial equipment market, and others.
Engineered Products
This division designs and manufactures a range of sophisticated products, including induction heating and melting systems, tube & pipe threading and bending systems, and forged and machined components.
- The global metal forging market size was estimated at USD 94.38 billion in 2024 and is projected to reach USD 145.46 billion by 2030, growing at a CAGR of 7.4% from 2025 to 2030. Asia Pacific dominated this market in 2024 with a revenue share of 53.5%. Another report valued the global metal forging market at approximately USD 12.37 billion in 2024, expecting it to reach USD 18.02 billion by 2033.
- The global product engineering services market size was estimated at USD 1,263.50 billion in 2024 and is projected to reach USD 1,814.15 billion by 2030, growing at a CAGR of 6.4% from 2025 to 2030. North America accounted for the largest revenue share, over 40%, in 2024.
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Here are 3-5 expected drivers of future revenue growth for Park-Ohio (PKOH) over the next 2-3 years:- Manufacturing Reshoring: Park-Ohio anticipates revenue growth by leveraging the ongoing trend of manufacturing reshoring.
- Increased Infrastructure and Defense Spending: The company expects to benefit from higher spending in infrastructure and defense sectors, which are strong demand areas for its Engineered Products segment.
- Electrification Trends: The global shift towards electrification, including demand in electrical steel processing and industrial electrification, is a significant driver of future revenue.
- Strong Backlogs and New Program Launches: Park-Ohio has reported record-high backlogs in its industrial equipment business and Engineered Products segment, along with new business launches in its Assembly Components segment, providing good visibility for future revenue streams into 2026.
- Strategic Capital Investments and Capacity Expansion: The company's strategic capital investments in new technology, information systems, and capacity expansion are aimed at driving future sales growth and enhancing profitability.
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Share Issuance
- In 2024, Park-Ohio initiated an at-the-market (ATM) program authorizing the sale of up to $50 million of common stock, through which it raised $15.9 million by selling 550,981 shares.
- The company also issued 341,997 shares in a public offering to its pension plan for $10 million in 2024.
- An additional 148,612 shares were issued through a private offering for $4.5 million in 2024.
Outbound Investments
- Park-Ohio acquired NYK in April 2021, a supplier of aerospace components, electrical connectors, and global supply chain solutions.
- In 2023, Park-Ohio acquired the Tel-Elt Group to enhance its Assembly Components segment.
- The company completed the acquisition of EMA Indutec GmbH for $11.0 million in 2024, expanding its Engineered Products segment.
- On December 29, 2023, Park-Ohio completed the sale of its aluminum products business to Angstrom Automotive Group for up to $50.5 million in cash and promissory notes, plus the assumption of approximately $3 million of finance lease obligations.
Capital Expenditures
- Capital expenditures amounted to $31.4 million in 2024, primarily directed towards growth initiatives across all business segments.
- In 2023, capital expenditures were $17.4 million, mainly focused on equipment to upgrade technological capabilities.
- Capital expenditures were $16.8 million in 2022 and $10.4 million in 2021, reflecting a consistent investment in technological enhancements.
Latest Trefis Analyses
| Title | Date | |
|---|---|---|
| DASHBOARDS | ||
| Park-Ohio Earnings Notes | 12/16/2025 | |
| With Park-Ohio Stock Surging, Have You Considered The Downside? | 10/17/2025 |
| Title | |
|---|---|
| ARTICLES |
Research & Analysis
Invest in Strategies
Wealth Management
Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 92.39 |
| Mkt Cap | 34.6 |
| Rev LTM | 11,301 |
| Op Inc LTM | 1,516 |
| FCF LTM | 712 |
| FCF 3Y Avg | 850 |
| CFO LTM | 938 |
| CFO 3Y Avg | 1,209 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 5.5% |
| Rev Chg 3Y Avg | 5.9% |
| Rev Chg Q | 7.3% |
| QoQ Delta Rev Chg LTM | 1.7% |
| Op Mgn LTM | 12.5% |
| Op Mgn 3Y Avg | 13.0% |
| QoQ Delta Op Mgn LTM | -0.0% |
| CFO/Rev LTM | 10.9% |
| CFO/Rev 3Y Avg | 10.9% |
| FCF/Rev LTM | 8.3% |
| FCF/Rev 3Y Avg | 9.0% |
Valuation
| Median | |
|---|---|
| Name | |
| Mkt Cap | 34.6 |
| P/S | 2.5 |
| P/EBIT | 17.2 |
| P/E | 24.1 |
| P/CFO | 22.6 |
| Total Yield | 5.0% |
| Dividend Yield | 1.4% |
| FCF Yield 3Y Avg | 3.0% |
| D/E | 0.1 |
| Net D/E | 0.0 |
Returns
| Median | |
|---|---|
| Name | |
| 1M Rtn | 7.7% |
| 3M Rtn | 10.0% |
| 6M Rtn | 13.2% |
| 12M Rtn | 11.7% |
| 3Y Rtn | 69.9% |
| 1M Excs Rtn | 5.6% |
| 3M Excs Rtn | 9.0% |
| 6M Excs Rtn | -2.5% |
| 12M Excs Rtn | -3.2% |
| 3Y Excs Rtn | 22.6% |
Segment Financials
Revenue by Segment| $ Mil | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|
| Supply Technologies | 763 | 712 | 620 | 510 | 612 |
| Engineered Products | 468 | 393 | 336 | 344 | 467 |
| Assembly Components | 428 | 389 | 322 | 442 | 540 |
| Total | 1,660 | 1,493 | 1,277 | 1,295 | 1,618 |
| $ Mil | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|
| Supply Technologies | 59 | 46 | 43 | 30 | 42 |
| Assembly Components | 33 | 1 | -3 | 8 | 36 |
| Engineered Products | 19 | 15 | -12 | 4 | 38 |
| Gain on sale of assets | 1 | 2 | 15 | ||
| Corporate costs | -28 | -31 | -26 | -26 | -28 |
| One-time net expense related to former President | -4 | ||||
| Total | 84 | 33 | 16 | 16 | 83 |
| $ Mil | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|
| Supply Technologies | 463 | 466 | 398 | 348 | 356 |
| Engineered Products | 462 | 437 | 415 | 440 | 455 |
| Assembly Components | 290 | 306 | 311 | 401 | 413 |
| Corporate | 126 | 121 | 114 | 112 | 86 |
| Assets held-for-sale by discontinued operations | 0 | 107 | 122 | ||
| Total | 1,341 | 1,437 | 1,360 | 1,300 | 1,310 |
Price Behavior
Price Behavior
| Market Price | $22.56 | |
| Market Cap ($ Bil) | 0.3 | |
| First Trading Date | 03/26/1990 | |
| Distance from 52W High | -11.3% | |
| 50 Days | 200 Days | |
| DMA Price | $21.74 | $19.73 |
| DMA Trend | indeterminate | up |
| Distance from DMA | 3.8% | 14.3% |
| 3M | 1YR | |
| Volatility | 43.6% | 44.0% |
| Downside Capture | 147.86 | 151.98 |
| Upside Capture | 192.00 | 121.82 |
| Correlation (SPY) | 42.3% | 53.8% |
PKOH Betas & Captures as of 1/31/2026
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 1.34 | 1.18 | 1.59 | 1.71 | 1.23 | 1.20 |
| Up Beta | 4.65 | 3.27 | 1.80 | 2.60 | 1.10 | 1.29 |
| Down Beta | 1.57 | 1.07 | 1.28 | 1.59 | 1.20 | 1.09 |
| Up Capture | 105% | 123% | 208% | 215% | 138% | 172% |
| Bmk +ve Days | 11 | 22 | 34 | 71 | 142 | 430 |
| Stock +ve Days | 10 | 19 | 31 | 65 | 122 | 383 |
| Down Capture | -58% | 37% | 143% | 114% | 128% | 105% |
| Bmk -ve Days | 9 | 19 | 27 | 54 | 109 | 321 |
| Stock -ve Days | 10 | 21 | 29 | 59 | 128 | 364 |
[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 PKOH | |
|---|---|---|---|---|
| PKOH | -9.3% | 43.9% | -0.10 | - |
| Sector ETF (XLI) | 21.4% | 19.0% | 0.89 | 57.4% |
| Equity (SPY) | 16.1% | 19.2% | 0.65 | 53.7% |
| Gold (GLD) | 76.5% | 23.4% | 2.38 | 1.4% |
| Commodities (DBC) | 11.1% | 15.9% | 0.48 | 16.7% |
| Real Estate (VNQ) | 5.3% | 16.5% | 0.14 | 47.2% |
| Bitcoin (BTCUSD) | -18.9% | 39.9% | -0.43 | 29.3% |
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Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with PKOH | |
|---|---|---|---|---|
| PKOH | -3.0% | 52.1% | 0.13 | - |
| Sector ETF (XLI) | 15.2% | 17.2% | 0.71 | 41.4% |
| Equity (SPY) | 14.0% | 17.1% | 0.65 | 35.6% |
| Gold (GLD) | 20.8% | 16.5% | 1.03 | 3.3% |
| Commodities (DBC) | 12.2% | 18.8% | 0.53 | 11.2% |
| Real Estate (VNQ) | 4.8% | 18.8% | 0.16 | 30.4% |
| Bitcoin (BTCUSD) | 21.1% | 57.5% | 0.56 | 11.9% |
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Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with PKOH | |
|---|---|---|---|---|
| PKOH | -0.0% | 52.8% | 0.22 | - |
| Sector ETF (XLI) | 15.0% | 19.8% | 0.67 | 48.5% |
| Equity (SPY) | 15.6% | 17.9% | 0.75 | 41.9% |
| Gold (GLD) | 15.6% | 15.3% | 0.85 | -0.3% |
| Commodities (DBC) | 8.5% | 17.6% | 0.40 | 15.7% |
| Real Estate (VNQ) | 5.9% | 20.8% | 0.25 | 35.9% |
| Bitcoin (BTCUSD) | 71.5% | 66.4% | 1.11 | 12.0% |
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Returns Analyses
Earnings Returns History
Expand for More| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 11/5/2025 | -8.9% | -4.5% | 5.1% |
| 7/16/2025 | 2.4% | 3.2% | 16.5% |
| 3/5/2025 | 3.6% | -6.4% | -11.1% |
| 11/6/2024 | -4.1% | -1.7% | -5.8% |
| 8/7/2024 | 5.6% | 5.1% | 5.0% |
| 3/5/2024 | -6.9% | -6.4% | 0.5% |
| 11/1/2023 | 21.3% | 6.7% | 5.5% |
| 8/2/2023 | -0.6% | -5.0% | -4.3% |
| ... | |||
| SUMMARY STATS | |||
| # Positive | 9 | 10 | 9 |
| # Negative | 9 | 8 | 9 |
| Median Positive | 3.6% | 5.9% | 5.1% |
| Median Negative | -4.2% | -6.4% | -9.1% |
| Max Positive | 21.3% | 26.6% | 36.3% |
| Max Negative | -26.9% | -16.8% | -15.4% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 09/30/2025 | 11/06/2025 | 10-Q |
| 06/30/2025 | 08/07/2025 | 10-Q |
| 03/31/2025 | 05/07/2025 | 10-Q |
| 12/31/2024 | 03/06/2025 | 10-K |
| 09/30/2024 | 11/07/2024 | 10-Q |
| 06/30/2024 | 08/08/2024 | 10-Q |
| 03/31/2024 | 04/30/2024 | 10-Q |
| 12/31/2023 | 03/06/2024 | 10-K |
| 09/30/2023 | 11/02/2023 | 10-Q |
| 06/30/2023 | 08/03/2023 | 10-Q |
| 03/31/2023 | 05/04/2023 | 10-Q |
| 12/31/2022 | 03/16/2023 | 10-K |
| 09/30/2022 | 11/08/2022 | 10-Q |
| 06/30/2022 | 08/03/2022 | 10-Q |
| 03/31/2022 | 05/10/2022 | 10-Q |
| 12/31/2021 | 03/16/2022 | 10-K |
Insider Activity
Expand for More| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Romney, Ronna | Direct | Sell | 12032025 | 20.29 | 2,975 | 60,362 | 587,270 | Form | |
| 2 | Clarke, Andrew C | Direct | Buy | 11132025 | 19.75 | 600 | 11,850 | 304,229 | Form | |
| 3 | Romney, Ronna | Direct | Sell | 8182025 | 19.38 | 3,270 | 63,383 | 618,689 | Form | |
| 4 | Crawford, Matthew V | CEO, COB, President | Direct | Buy | 8142025 | 20.05 | 4,101 | 82,213 | 18,184,181 | Form |
| 5 | Crawford, Matthew V | CEO, COB, President | Direct | Buy | 8142025 | 20.04 | 4,167 | 83,513 | 18,262,569 | 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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