Preformed Line Products (PLPC)
Market Price (5/26/2026): $335.6 | Market Cap: $1.6 BilSector: Industrials | Industry: Electrical Components & Equipment
Preformed Line Products (PLPC)
Market Price (5/26/2026): $335.6Market Cap: $1.6 BilSector: IndustrialsIndustry: Electrical Components & Equipment
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
Strong revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is 16% Attractive cash flow generationCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 11% Low stock price volatilityVol 12M is 49% Megatrend and thematic driversMegatrends include Smart Grids & Grid Modernization, and 5G & Advanced Connectivity. Themes include Grid Automation, Distributed Energy Resources, Show more. | Trading close to highsDist 52W High is -2.3%, Dist 3Y High is -2.3% | Expensive valuation multiplesP/EBITPrice/EBIT or Price/(Operating Income) ratio is 37x, P/EPrice/Earnings or Price/(Net Income) is 51x Stock price has recently run up significantly12M Rtn12 month market price return is 160% Valuation getting more expensiveP/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is 67% Key risksPLPC key risks include [1] margin susceptibility to volatile costs and supply of essential raw materials like aluminum and steel, Show more. |
| Strong revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is 16% |
| Attractive cash flow generationCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 11% |
| Low stock price volatilityVol 12M is 49% |
| Megatrend and thematic driversMegatrends include Smart Grids & Grid Modernization, and 5G & Advanced Connectivity. Themes include Grid Automation, Distributed Energy Resources, Show more. |
| Trading close to highsDist 52W High is -2.3%, Dist 3Y High is -2.3% |
| Expensive valuation multiplesP/EBITPrice/EBIT or Price/(Operating Income) ratio is 37x, P/EPrice/Earnings or Price/(Net Income) is 51x |
| Stock price has recently run up significantly12M Rtn12 month market price return is 160% |
| Valuation getting more expensiveP/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is 67% |
| Key risksPLPC key risks include [1] margin susceptibility to volatile costs and supply of essential raw materials like aluminum and steel, Show more. |
Qualitative Assessment
AI Analysis | Feedback
1. Strong First Quarter 2026 Financial Results. The company reported diluted earnings per share (EPS) of $2.14 for Q1 2026, surpassing analyst consensus estimates of $1.82 by $0.32. Concurrently, net sales increased by 19% year-over-year to $176.3 million, with U.S. sales specifically growing by 26% due to robust demand in the energy and communications markets.
2. Strategic Growth Initiatives. Preformed Line Products undertook key strategic actions during the period, including the acquisition of Delta Star Conetores Elétricos Ltda, announced on May 5, 2026, which expands its global substation portfolio. Additionally, on February 17, 2026, the company announced a strategic partnership with FulcrumAir aimed at developing next-generation robotic installation systems for power line construction.
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Stock Movement Drivers
Fundamental Drivers
The 42.7% change in PLPC stock from 1/31/2026 to 5/25/2026 was primarily driven by a 54.9% change in the company's P/E Multiple.| (LTM values as of) | 1312026 | 5252026 | Change |
|---|---|---|---|
| Stock Price ($) | 250.75 | 357.82 | 42.7% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 663 | 697 | 5.1% |
| Net Income Margin (%) | 5.6% | 4.9% | -12.5% |
| P/E Multiple | 33.0 | 51.2 | 54.9% |
| Shares Outstanding (Mil) | 5 | 5 | 0.2% |
| Cumulative Contribution | 42.7% |
Market Drivers
1/31/2026 to 5/25/2026| Return | Correlation | |
|---|---|---|
| PLPC | 42.7% | |
| Market (SPY) | 8.1% | 39.2% |
| Sector (XLI) | 4.1% | 47.0% |
Fundamental Drivers
The 69.0% change in PLPC stock from 10/31/2025 to 5/25/2026 was primarily driven by a 83.5% change in the company's P/E Multiple.| (LTM values as of) | 10312025 | 5252026 | Change |
|---|---|---|---|
| Stock Price ($) | 211.74 | 357.82 | 69.0% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 663 | 697 | 5.1% |
| Net Income Margin (%) | 5.6% | 4.9% | -12.5% |
| P/E Multiple | 27.9 | 51.2 | 83.5% |
| Shares Outstanding (Mil) | 5 | 5 | 0.2% |
| Cumulative Contribution | 69.0% |
Market Drivers
10/31/2025 to 5/25/2026| Return | Correlation | |
|---|---|---|
| PLPC | 69.0% | |
| Market (SPY) | 9.9% | 45.2% |
| Sector (XLI) | 11.5% | 52.0% |
Fundamental Drivers
The 161.5% change in PLPC stock from 4/30/2025 to 5/25/2026 was primarily driven by a 183.3% change in the company's P/E Multiple.| (LTM values as of) | 4302025 | 5252026 | Change |
|---|---|---|---|
| Stock Price ($) | 136.82 | 357.82 | 161.5% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 594 | 697 | 17.4% |
| Net Income Margin (%) | 6.2% | 4.9% | -21.3% |
| P/E Multiple | 18.1 | 51.2 | 183.3% |
| Shares Outstanding (Mil) | 5 | 5 | -0.1% |
| Cumulative Contribution | 161.5% |
Market Drivers
4/30/2025 to 5/25/2026| Return | Correlation | |
|---|---|---|
| PLPC | 161.5% | |
| Market (SPY) | 36.0% | 43.2% |
| Sector (XLI) | 32.7% | 46.4% |
Fundamental Drivers
The 192.5% change in PLPC stock from 4/30/2023 to 5/25/2026 was primarily driven by a 362.8% change in the company's P/E Multiple.| (LTM values as of) | 4302023 | 5252026 | Change |
|---|---|---|---|
| Stock Price ($) | 122.33 | 357.82 | 192.5% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 637 | 697 | 9.4% |
| Net Income Margin (%) | 8.5% | 4.9% | -42.4% |
| P/E Multiple | 11.1 | 51.2 | 362.8% |
| Shares Outstanding (Mil) | 5 | 5 | 0.3% |
| Cumulative Contribution | 192.5% |
Market Drivers
4/30/2023 to 5/25/2026| Return | Correlation | |
|---|---|---|
| PLPC | 192.5% | |
| Market (SPY) | 86.3% | 36.0% |
| Sector (XLI) | 79.6% | 42.4% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| PLPC Return | -4% | 30% | 62% | -4% | 63% | 65% | 419% |
| Peers Return | 15% | -10% | 110% | 95% | 94% | 119% | 1700% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 9% | 98% |
Monthly Win Rates [3] | |||||||
| PLPC Win Rate | 42% | 42% | 58% | 42% | 67% | 100% | |
| Peers Win Rate | 52% | 40% | 65% | 62% | 60% | 71% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 60% | |
Max Drawdowns [4] | |||||||
| PLPC Max Drawdown | -29% | -17% | -39% | -18% | -22% | -16% | |
| Peers Max Drawdown | -33% | -46% | -31% | -35% | -48% | -20% | |
| S&P 500 Max Drawdown | -5% | -25% | -10% | -8% | -19% | -9% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: POWL, FPS, ETN, VRT, BE.
[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
| Event | PLPC | S&P 500 |
|---|---|---|
| 2025 US Tariff Shock | ||
| % Loss | -14.8% | -18.8% |
| % Gain to Breakeven | 17.4% | 23.1% |
| Time to Breakeven | 4 days | 79 days |
| Summer-Fall 2023 Five Percent Yield Shock | ||
| % Loss | -36.1% | -9.5% |
| % Gain to Breakeven | 56.6% | 10.5% |
| Time to Breakeven | 649 days | 24 days |
| 2022 Inflation Shock & Fed Tightening | ||
| % Loss | -10.5% | -24.5% |
| % Gain to Breakeven | 11.7% | 32.4% |
| Time to Breakeven | 7 days | 427 days |
| 2020 COVID-19 Crash | ||
| % Loss | -35.8% | -33.7% |
| % Gain to Breakeven | 55.7% | 50.9% |
| Time to Breakeven | 141 days | 140 days |
| Q4 2018 Fed Policy Error / Growth Scare | ||
| % Loss | -30.5% | -19.2% |
| % Gain to Breakeven | 43.8% | 23.8% |
| Time to Breakeven | 333 days | 105 days |
| 2015-2016 China Devaluation / Global Growth Scare | ||
| % Loss | -10.3% | -12.2% |
| % Gain to Breakeven | 11.5% | 13.9% |
| Time to Breakeven | 17 days | 62 days |
In The Past
Preformed Line Products's stock fell -14.8% during the 2025 US Tariff Shock. Such a loss loss requires a 17.4% gain to breakeven.
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| Event | PLPC | S&P 500 |
|---|---|---|
| Summer-Fall 2023 Five Percent Yield Shock | ||
| % Loss | -36.1% | -9.5% |
| % Gain to Breakeven | 56.6% | 10.5% |
| Time to Breakeven | 649 days | 24 days |
| 2020 COVID-19 Crash | ||
| % Loss | -35.8% | -33.7% |
| % Gain to Breakeven | 55.7% | 50.9% |
| Time to Breakeven | 141 days | 140 days |
| Q4 2018 Fed Policy Error / Growth Scare | ||
| % Loss | -30.5% | -19.2% |
| % Gain to Breakeven | 43.8% | 23.8% |
| Time to Breakeven | 333 days | 105 days |
| 2014-2016 Oil Price Collapse | ||
| % Loss | -45.8% | -6.8% |
| % Gain to Breakeven | 84.6% | 7.3% |
| Time to Breakeven | 441 days | 15 days |
| 2013 Taper Tantrum | ||
| % Loss | -24.2% | -0.2% |
| % Gain to Breakeven | 31.9% | 0.2% |
| Time to Breakeven | 1261 days | 1 days |
| 2011 US Debt Ceiling Crisis & European Contagion | ||
| % Loss | -39.4% | -17.9% |
| % Gain to Breakeven | 64.9% | 21.8% |
| Time to Breakeven | 123 days | 123 days |
| 2010 Eurozone Sovereign Debt Crisis / Flash Crash | ||
| % Loss | -25.7% | -15.4% |
| % Gain to Breakeven | 34.6% | 18.2% |
| Time to Breakeven | 103 days | 125 days |
| 2008-2009 Global Financial Crisis | ||
| % Loss | -52.4% | -53.4% |
| % Gain to Breakeven | 110.0% | 114.4% |
| Time to Breakeven | 654 days | 1085 days |
| Summer 2007 Credit Crunch | ||
| % Loss | -23.5% | -8.6% |
| % Gain to Breakeven | 30.8% | 9.5% |
| Time to Breakeven | 129 days | 47 days |
In The Past
Preformed Line Products's stock fell -14.8% during the 2025 US Tariff Shock. Such a loss loss requires a 17.4% 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 Preformed Line Products (PLPC)
AI Analysis | Feedback
- They are like Magna International, but for the energy and telecom industries, providing specialized hardware and protective systems for power lines and communication cables instead of automotive components.
- Think of them as a highly specialized Illinois Tool Works (ITW), manufacturing crucial hardware and components exclusively for the construction and maintenance of power grids and communication networks.
AI Analysis | Feedback
- Formed Wire Products: Products designed to support, protect, terminate, and secure power conductor and communication cables, while also controlling cable dynamics.
- Transmission Line Hardware: Includes spacers, dampers, corona suppression devices, and compression fittings to support and protect transmission conductors.
- Protective Closures: Devices that protect fixed line communication networks, such as copper or fiber optic cables, from environmental damage and contaminants.
- Pole Line Hardware: Various hardware components used in the construction and maintenance of overhead lines.
- Underground Connectors: Specialized connectors used for underground cable installations.
- Solar Hardware Systems: Systems and components specifically designed for renewable energy applications, particularly solar.
- Markers and Guards: A range of products including guy markers, tree guards, and cable markers for safety, identification, and protection.
AI Analysis | Feedback
Preformed Line Products (PLPC) primarily sells to other companies. The provided description does not list specific names of customer companies, but it identifies the following major categories of companies and entities it serves:
- Energy Utilities: This category includes both public and private energy companies responsible for the construction and maintenance of overhead, ground-mounted, and underground energy networks.
- Communication Companies: These are companies that operate and maintain fixed line communication networks, such as those utilizing copper or fiber optic cables.
- Cable Operators: These entities provide cable services and utilize PLPC's products for their network infrastructure development and maintenance.
- Governmental Agencies: Various governmental bodies that oversee or undertake infrastructure projects are also customers.
While PLPC also markets its products through a direct sales force, manufacturing representatives, contractors, subcontractors, distributors, and value-added resellers, the aforementioned categories represent the primary end-users and major direct customers for their products and systems.
AI Analysis | Feedback
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Dennis F. McKenna, Chief Executive Officer
Dennis F. McKenna was appointed Chief Executive Officer of Preformed Line Products, effective January 1, 2024. He is a long-standing employee, having joined the company in 1993, and has progressed through various leadership roles, including Chief Operating Officer from 2019 to 2023, where he oversaw global operations and business development teams. His career at PLP includes progressive leadership across marketing, international operations, and global business development.
Andrew S. Klaus, Chief Financial Officer and Principal Accounting Officer
Andrew S. Klaus has served as Chief Financial Officer (Principal Financial and Accounting Officer) of Preformed Line Products Company since April 2020. He brings deep finance and controls expertise across manufacturing and industrial businesses. Prior to joining PLPC, his roles included Chief Accounting Officer & VP Corporate Controller at Vertiv Holdings Co (2017–2020), CFO at Consolidated Precision Products (2013–2017), and VP Corporate Controller at JMC Steel Group/Zekelman Industries (2007–2013). Mr. Klaus also served as Vice President of Finance and Chief Financial Officer at NUMA Corporation. He is a CPA with experience overseeing financial operations for companies with revenues ranging from $500 million to $4 billion.
J. Ryan Ruhlman, President
J. Ryan Ruhlman is the President of Preformed Line Products and has been a member of the Board since 2016. He was elected President in 2023, following a career at the company that began in 2002, with experience across Research & Engineering, Manufacturing, International Operations, and Marketing. As President, he leads the Americas region, Corporate HR, and consolidated Global Business Development. He is the son of Executive Chairman Robert G. Ruhlman, representing a continuation of family leadership at PLPC.
Robert G. Ruhlman, Executive Chairman
Robert G. Ruhlman became the Executive Chairman of Preformed Line Products, effective January 1, 2024, after serving as CEO since 2000. As a third-generation leader, he has played a key role in the company's international expansion and led numerous acquisitions, including a domestic solar power company in 2007 and the Dulmison line of products from Tyco Electronics in 2009. He has a long tenure with the company, spanning over 30 years as of 2011.
David Sunkle, VP Engineering and Manufacturing
David Sunkle serves as the VP Engineering and Manufacturing of Preformed Line Products. He is also listed as a Director of the company.
AI Analysis | Feedback
The key risks to Preformed Line Products (PLPC) include its significant dependence on the energy and telecommunication industries, vulnerability to raw material costs and supply chain disruptions, and challenges associated with its extensive international operations.- Dependency on Energy and Telecommunication Industries: Preformed Line Products' financial performance is heavily reliant on capital spending by its customers in the energy and telecommunication sectors. Fluctuations or negative trends in these industries, such as reduced investment in infrastructure development or maintenance, can directly and materially impact the company's sales and operating results. For example, in the 2024 fiscal year, the company experienced a decrease in net sales primarily due to lower volumes in communications and energy product sales in the U.S. market.
- Raw Material Costs and Supply Chain Disruptions: The company faces risks related to the cost and availability of raw materials. Increases in the prices of key raw materials, such as steel and aluminum, or the imposition of tariffs, can negatively affect profitability if these increased costs cannot be fully passed on to customers. Furthermore, any disruptions in the global supply chain could lead to delays in production and delivery, potentially impacting sales and customer relationships.
- International Operations and Geopolitical/Economic Risks: A significant portion of Preformed Line Products' net sales is derived from its international operations, which accounted for 53% of net sales in 2025. This global presence exposes the company to various risks, including geopolitical instability, adverse currency fluctuations, differing regulatory environments, and changes in trade relationships. These factors can introduce volatility and uncertainty to the company's financial condition and operating results.
AI Analysis | Feedback
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Preformed Line Products (PLPC) operates within several significant global addressable markets for its products and services:
-
Electric Power Transmission and Distribution Equipment Market: The global market for electric power transmission and distribution equipment, which includes products for supporting, protecting, and securing power conductors, was valued at approximately USD 294.8 billion in 2024 and is projected to reach USD 422.7 billion by 2033.
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Overhead Line Product Market: A more specific segment, the global overhead line product market, is anticipated to expand from USD 20.5 billion in 2024 to USD 35.6 billion by 2034.
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Underground Cable Accessories Market: For underground networks, the global underground cable accessories market was valued at US$19.2 billion in 2024 and is projected to reach US$26.6 billion by 2030.
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Telecommunication Network Infrastructure Market: The global telecom network infrastructure market, encompassing components for communication networks, was estimated at USD 211.10 billion in 2025 and is expected to reach USD 355.00 billion by 2035.
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Fiber Optic Cable Accessories Market: Within telecommunications, the global fiber optic cable accessories market size was estimated at USD 7.26 billion in 2023 and is projected to reach USD 13.77 billion by 2030.
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Solar PV Balance of System Market (Solar Hardware Systems): For its solar hardware systems, the global Solar Photovoltaic (PV) Balance of System (BoS) market was valued at USD 83.73 billion in 2024 and is projected to grow to USD 197.69 billion by 2030.
AI Analysis | Feedback
Preformed Line Products (PLPC) is expected to experience future revenue growth over the next 2-3 years driven by several key factors:
- Strong Demand in Energy and Communications Markets: The company anticipates continued growth in sales volumes within both its energy and communications businesses. This trend was evident in 2025, with all segments realizing year-over-year increases in net sales due to higher volumes in these markets.
- Strategic International Expansion and Acquisitions: Preformed Line Products is actively expanding its global footprint. The acquisition of JAP Telecom in May 2025 notably strengthened communications sales in the Americas and bolstered international segments. Additionally, investments in new facilities in Poland and Spain are intended to expand European capacity and capabilities.
- Leveraging Global Electrification and Digitalization Trends: The company is strategically positioned to capitalize on ongoing global electrification and digitalization trends. This positioning is expected to drive demand for its products and systems.
- Growing Order Backlog: A significant and increasing order backlog provides strong revenue visibility for future periods. At the end of 2025, the backlog increased by 22% to $232.8 million, reflecting robust demand in core markets.
- Targeted Selling Price Increases: Preformed Line Products has implemented targeted selling price increases on new orders to offset rising input costs, such as steel and aluminum, and tariffs. These pricing actions contribute to revenue growth.
AI Analysis | Feedback
Outbound Investments
- Preformed Line Products completed the acquisition of JAP Telecom in Brazil, which contributed $2.3 million in revenues through the third quarter of 2025.
Capital Expenditures
- Capital expenditures for Preformed Line Products reached $40.1 million in 2025, absorbing a significant portion of operating cash flow.
- In 2024, the company's capital expenditures were $14.7 million.
- The company is in an elevated capital expenditure cycle, primarily investing in new manufacturing facilities, including projects in Poland and Spain, to bolster grid reliability and transition to new energy sources.
Latest Trefis Analyses
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Trade Ideas
Select ideas related to PLPC.
| Date | Ticker | Company | Category | Trade Strategy | 6M Fwd Rtn | 12M Fwd Rtn | 12M Max DD |
|---|---|---|---|---|---|---|---|
| 04302026 | GEO | GEO | Dip Buy | DB | P/E OPMDip Buy with Low PE and High MarginBuying dips for companies with tame PE and meaningfully high operating margin | 0.0% | 0.0% | 0.0% |
| 04302026 | RUN | Sunrun | Special | Short Squeeze PotentialShort Squeeze PotentialHas potential for a short squeeze. High short interest, rising short interest and high debt. | 0.0% | 0.0% | 0.0% |
| 04172026 | RSG | Republic Services | 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 | 0.8% | 0.8% | -1.1% |
| 04102026 | VRSK | Verisk Analytics | 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 | 12.3% | 12.3% | 0.0% |
| 04102026 | UHAL | U-Haul | 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 | 0.3% | 0.3% | -1.0% |
| 10312025 | PLPC | Preformed Line Products | Quality | Q | Momentum | UpsideQuality Stocks with Momentum and UpsideBuying quality stocks with strong momentum but still having room to run | 56.9% | 56.9% | -12.2% |
Research & Analysis
Invest in Strategies
Wealth Management
Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 314.98 |
| Mkt Cap | 48.5 |
| Rev LTM | 1,823 |
| Op Inc LTM | 194 |
| FCF LTM | 211 |
| FCF 3Y Avg | 155 |
| CFO LTM | 251 |
| CFO 3Y Avg | 166 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 15.9% |
| Rev Chg 3Y Avg | 21.6% |
| Rev Chg Q | 24.4% |
| QoQ Delta Rev Chg LTM | 5.1% |
| Op Inc Chg LTM | 7.6% |
| Op Inc Chg 3Y Avg | 73.8% |
| Op Mgn LTM | 13.1% |
| Op Mgn 3Y Avg | 16.7% |
| QoQ Delta Op Mgn LTM | -0.0% |
| CFO/Rev LTM | 14.4% |
| CFO/Rev 3Y Avg | 16.2% |
| FCF/Rev LTM | 11.3% |
| FCF/Rev 3Y Avg | 12.9% |
Valuation
| Median | |
|---|---|
| Name | |
| Mkt Cap | 48.5 |
| P/S | 9.4 |
| P/Op Inc | 53.5 |
| P/EBIT | 54.5 |
| P/E | 67.4 |
| P/CFO | 49.3 |
| Total Yield | 1.6% |
| Dividend Yield | 0.0% |
| FCF Yield 3Y Avg | 3.3% |
| D/E | 0.0 |
| Net D/E | 0.0 |
Returns
| Median | |
|---|---|
| Name | |
| 1M Rtn | 6.2% |
| 3M Rtn | 39.9% |
| 6M Rtn | 88.8% |
| 12M Rtn | 187.3% |
| 3Y Rtn | 726.5% |
| 1M Excs Rtn | 4.7% |
| 3M Excs Rtn | 30.6% |
| 6M Excs Rtn | 76.3% |
| 12M Excs Rtn | 163.1% |
| 3Y Excs Rtn | 680.0% |
Price Behavior
| Market Price | $357.82 | |
| Market Cap ($ Bil) | 1.8 | |
| First Trading Date | 04/28/1999 | |
| Distance from 52W High | -2.3% | |
| 50 Days | 200 Days | |
| DMA Price | $313.27 | $242.91 |
| DMA Trend | up | up |
| Distance from DMA | 14.2% | 47.3% |
| 3M | 1YR | |
| Volatility | 62.8% | 49.6% |
| Downside Capture | 205.89 | 155.82 |
| Upside Capture | 263.68 | 220.34 |
| Correlation (SPY) | 43.0% | 44.6% |
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 2.23 | 1.50 | 1.44 | 1.75 | 1.60 | 1.10 |
| Up Beta | 2.07 | 1.87 | 2.26 | 2.23 | 1.77 | 1.21 |
| Down Beta | -2.60 | 1.44 | 1.53 | 1.97 | 1.60 | 0.95 |
| Up Capture | 244% | 237% | 190% | 239% | 291% | 178% |
| Bmk +ve Days | 15 | 22 | 31 | 66 | 141 | 428 |
| Stock +ve Days | 13 | 27 | 38 | 75 | 148 | 399 |
| Down Capture | 100% | 41% | 32% | 105% | 108% | 100% |
| Bmk -ve Days | 4 | 18 | 30 | 56 | 108 | 321 |
| Stock -ve Days | 9 | 16 | 26 | 50 | 104 | 354 |
[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 PLPC | |
|---|---|---|---|---|
| PLPC | 166.5% | 49.4% | 2.14 | - |
| Sector ETF (XLI) | 23.3% | 15.4% | 1.16 | 47.5% |
| Equity (SPY) | 29.5% | 12.0% | 1.86 | 44.3% |
| Gold (GLD) | 35.5% | 26.8% | 1.11 | 14.6% |
| Commodities (DBC) | 42.9% | 18.7% | 1.77 | -14.1% |
| Real Estate (VNQ) | 15.2% | 13.1% | 0.82 | 17.8% |
| Bitcoin (BTCUSD) | -31.3% | 41.8% | -0.78 | 19.0% |
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Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with PLPC | |
|---|---|---|---|---|
| PLPC | 37.3% | 43.9% | 0.86 | - |
| Sector ETF (XLI) | 12.2% | 17.4% | 0.54 | 40.7% |
| Equity (SPY) | 14.0% | 17.0% | 0.64 | 36.0% |
| Gold (GLD) | 18.8% | 18.0% | 0.85 | 9.8% |
| Commodities (DBC) | 10.4% | 19.4% | 0.42 | 6.1% |
| Real Estate (VNQ) | 3.8% | 18.8% | 0.10 | 29.4% |
| Bitcoin (BTCUSD) | 11.6% | 55.3% | 0.41 | 15.2% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with PLPC | |
|---|---|---|---|---|
| PLPC | 25.8% | 44.2% | 0.68 | - |
| Sector ETF (XLI) | 14.0% | 20.0% | 0.62 | 42.7% |
| Equity (SPY) | 15.7% | 17.9% | 0.75 | 39.1% |
| Gold (GLD) | 13.0% | 16.0% | 0.67 | 4.5% |
| Commodities (DBC) | 7.8% | 17.9% | 0.35 | 11.3% |
| Real Estate (VNQ) | 5.5% | 20.7% | 0.23 | 32.4% |
| Bitcoin (BTCUSD) | 66.7% | 66.9% | 1.06 | 11.3% |
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Returns Analyses
Earnings Returns History
Expand for More| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 3/4/2026 | -2.6% | 4.6% | 18.6% |
| 7/30/2025 | 9.8% | 11.3% | 40.5% |
| 3/13/2025 | 16.9% | 20.3% | 13.6% |
| 10/30/2024 | -0.3% | 9.3% | 10.2% |
| 7/31/2024 | -7.7% | -14.0% | -13.2% |
| 3/7/2024 | -3.7% | -5.0% | -4.2% |
| 11/1/2023 | -20.4% | -13.0% | -7.3% |
| 8/2/2023 | -8.1% | -4.1% | -5.0% |
| ... | |||
| SUMMARY STATS | |||
| # Positive | 9 | 13 | 11 |
| # Negative | 8 | 4 | 6 |
| Median Positive | 10.1% | 8.5% | 18.6% |
| Median Negative | -4.1% | -9.0% | -6.2% |
| Max Positive | 21.9% | 36.7% | 44.1% |
| Max Negative | -20.4% | -14.0% | -13.2% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 03/31/2026 | 04/30/2026 | 10-Q |
| 12/31/2025 | 03/05/2026 | 10-K |
| 09/30/2025 | 10/30/2025 | 10-Q |
| 06/30/2025 | 07/31/2025 | 10-Q |
| 03/31/2025 | 05/02/2025 | 10-Q |
| 12/31/2024 | 03/13/2025 | 10-K |
| 09/30/2024 | 10/31/2024 | 10-Q |
| 06/30/2024 | 08/01/2024 | 10-Q |
| 03/31/2024 | 05/02/2024 | 10-Q |
| 12/31/2023 | 03/08/2024 | 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 | 03/03/2023 | 10-K |
| 09/30/2022 | 11/01/2022 | 10-Q |
| 06/30/2022 | 08/05/2022 | 10-Q |
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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