RCM Technologies (RCMT)
Market Price (2/25/2026): $19.0 | Market Cap: $140.8 MilSector: Industrials | Industry: Industrial Conglomerates
RCM Technologies (RCMT)
Market Price (2/25/2026): $19.0Market Cap: $140.8 MilSector: IndustrialsIndustry: Industrial Conglomerates
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 9.7%, ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is 5.4% | Weak multi-year price returns2Y Excs Rtn is -74%, 3Y Excs Rtn is -37% | Key risksRCMT key risks include [1] its heavy concentration of revenue from a limited number of customers and specific business segments, Show more. |
| Strong revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is 14% | ||
| Valuation becoming less expensiveP/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is -33% | ||
| Low stock price volatilityVol 12M is 43% | ||
| Megatrend and thematic driversMegatrends include Cloud Computing, Cybersecurity, and Artificial Intelligence. Themes include Hybrid Cloud Solutions, Show more. |
| Attractive yieldTotal YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 9.7%, ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is 5.4% |
| Strong revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is 14% |
| Valuation becoming less expensiveP/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is -33% |
| Low stock price volatilityVol 12M is 43% |
| Megatrend and thematic driversMegatrends include Cloud Computing, Cybersecurity, and Artificial Intelligence. Themes include Hybrid Cloud Solutions, Show more. |
| Weak multi-year price returns2Y Excs Rtn is -74%, 3Y Excs Rtn is -37% |
| Key risksRCMT key risks include [1] its heavy concentration of revenue from a limited number of customers and specific business segments, Show more. |
Qualitative Assessment
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RCM Technologies (RCMT) stock has lost about 20% since 10/31/2025 because of the following key factors:
1. RCM Technologies' Q3 2025 earnings per share (EPS) missed analyst expectations. The company reported an EPS of $0.42, falling short of the consensus estimate of $0.45 by $0.03, representing a negative earnings surprise of 6.67%. This occurred despite revenue of $70.29 million exceeding analysts' expectations of $67.34 million.
2. The Specialty Healthcare segment experienced a significant revenue decline and overall gross margin decreased. The Specialty Healthcare segment's revenue declined by 11% year-over-year, primarily due to challenging comparisons to prior COVID-related revenues and reduced demand for travel nurse services. Additionally, the consolidated gross margin decreased by 50 basis points to 25%, attributed to lower utilization rates before project ramps.
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1. RCM Technologies' Q3 2025 earnings per share (EPS) missed analyst expectations. The company reported an EPS of $0.42, falling short of the consensus estimate of $0.45 by $0.03, representing a negative earnings surprise of 6.67%. This occurred despite revenue of $70.29 million exceeding analysts' expectations of $67.34 million.
2. The Specialty Healthcare segment experienced a significant revenue decline and overall gross margin decreased. The Specialty Healthcare segment's revenue declined by 11% year-over-year, primarily due to challenging comparisons to prior COVID-related revenues and reduced demand for travel nurse services. Additionally, the consolidated gross margin decreased by 50 basis points to 25%, attributed to lower utilization rates before project ramps.
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Stock Movement Drivers
Fundamental Drivers
The -20.7% change in RCMT stock from 10/31/2025 to 2/24/2026 was primarily driven by a -17.8% change in the company's P/E Multiple.| (LTM values as of) | 10312025 | 2242026 | Change |
|---|---|---|---|
| Stock Price ($) | 23.10 | 18.31 | -20.7% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 300 | 310 | 3.3% |
| Net Income Margin (%) | 4.5% | 4.2% | -6.7% |
| P/E Multiple | 12.6 | 10.4 | -17.8% |
| Shares Outstanding (Mil) | 7 | 7 | 0.0% |
| Cumulative Contribution | -20.7% |
Market Drivers
10/31/2025 to 2/24/2026| Return | Correlation | |
|---|---|---|
| RCMT | -20.7% | |
| Market (SPY) | 0.8% | 31.2% |
| Sector (XLI) | 14.1% | 29.4% |
Fundamental Drivers
The -24.1% change in RCMT stock from 7/31/2025 to 2/24/2026 was primarily driven by a -23.5% change in the company's P/E Multiple.| (LTM values as of) | 7312025 | 2242026 | Change |
|---|---|---|---|
| Stock Price ($) | 24.11 | 18.31 | -24.1% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 291 | 310 | 6.5% |
| Net Income Margin (%) | 4.7% | 4.2% | -9.3% |
| P/E Multiple | 13.5 | 10.4 | -23.5% |
| Shares Outstanding (Mil) | 8 | 7 | 2.8% |
| Cumulative Contribution | -24.1% |
Market Drivers
7/31/2025 to 2/24/2026| Return | Correlation | |
|---|---|---|
| RCMT | -24.1% | |
| Market (SPY) | 9.0% | 33.4% |
| Sector (XLI) | 16.9% | 33.0% |
Fundamental Drivers
The -6.2% change in RCMT stock from 1/31/2025 to 2/24/2026 was primarily driven by a -26.7% change in the company's Net Income Margin (%).| (LTM values as of) | 1312025 | 2242026 | Change |
|---|---|---|---|
| Stock Price ($) | 19.53 | 18.31 | -6.2% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 272 | 310 | 13.7% |
| Net Income Margin (%) | 5.8% | 4.2% | -26.7% |
| P/E Multiple | 9.5 | 10.4 | 9.2% |
| Shares Outstanding (Mil) | 8 | 7 | 3.0% |
| Cumulative Contribution | -6.2% |
Market Drivers
1/31/2025 to 2/24/2026| Return | Correlation | |
|---|---|---|
| RCMT | -6.2% | |
| Market (SPY) | 15.2% | 31.7% |
| Sector (XLI) | 29.2% | 33.8% |
Fundamental Drivers
The 37.2% change in RCMT stock from 1/31/2023 to 2/24/2026 was primarily driven by a 68.3% change in the company's P/E Multiple.| (LTM values as of) | 1312023 | 2242026 | Change |
|---|---|---|---|
| Stock Price ($) | 13.35 | 18.31 | 37.2% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 279 | 310 | 10.9% |
| Net Income Margin (%) | 7.9% | 4.2% | -46.4% |
| P/E Multiple | 6.2 | 10.4 | 68.3% |
| Shares Outstanding (Mil) | 10 | 7 | 37.1% |
| Cumulative Contribution | 37.2% |
Market Drivers
1/31/2023 to 2/24/2026| Return | Correlation | |
|---|---|---|
| RCMT | 37.2% | |
| Market (SPY) | 75.4% | 25.2% |
| Sector (XLI) | 81.3% | 28.9% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| RCMT Return | 244% | 73% | 135% | -24% | -8% | -10% | 784% |
| Peers Return | 44% | -17% | 8% | -10% | -19% | -2% | -7% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | -0% | 82% |
Monthly Win Rates [3] | |||||||
| RCMT Win Rate | 75% | 42% | 75% | 50% | 50% | 50% | |
| Peers Win Rate | 73% | 43% | 52% | 48% | 47% | 40% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 50% | |
Max Drawdowns [4] | |||||||
| RCMT Max Drawdown | -10% | -18% | -16% | -38% | -33% | -14% | |
| Peers Max Drawdown | -7% | -28% | -17% | -21% | -30% | -9% | |
| S&P 500 Max Drawdown | -1% | -25% | -1% | -2% | -15% | -1% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: AMN, CTSH, KBR, J, ASGN.
[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 2/24/2026 (YTD)
How Low Can It Go
| Event | RCMT | S&P 500 |
|---|---|---|
| 2022 Inflation Shock | ||
| % Loss | -63.1% | -25.4% |
| % Gain to Breakeven | 171.3% | 34.1% |
| Time to Breakeven | 269 days | 464 days |
| 2020 Covid Pandemic | ||
| % Loss | -62.9% | -33.9% |
| % Gain to Breakeven | 169.6% | 51.3% |
| Time to Breakeven | 322 days | 148 days |
| 2018 Correction | ||
| % Loss | -58.5% | -19.8% |
| % Gain to Breakeven | 141.0% | 24.7% |
| Time to Breakeven | 647 days | 120 days |
| 2008 Global Financial Crisis | ||
| % Loss | -91.2% | -56.8% |
| % Gain to Breakeven | 1035.2% | 131.3% |
| Time to Breakeven | 4,754 days | 1,480 days |
Compare to AMN, CTSH, KBR, J, ASGN
In The Past
RCM Technologies's stock fell -63.1% during the 2022 Inflation Shock from a high on 6/3/2022. A -63.1% loss requires a 171.3% gain to breakeven.
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About RCM Technologies (RCMT)
RCM Technologies, Inc. provides business and technology solutions in the United States, Canada, Puerto Rico, and Serbia. It operates through three segments: Engineering, Specialty Health Care, and Life Sciences and Information Technology. The Engineering segment offers a range of engineering services, including project management engineering and design, engineering analysis, engineer-procure-construct, configuration management, hardware/software validation and verification, quality assurance, technical writing and publications, manufacturing process planning and improvement, and 3D/BIM integrated design. The Specialty Health Care segment provides long-term and short-term staffing, executive search, and placement services in the fields of allied and therapy staffing, correctional healthcare staffing, health information management, nursing services, physician and advanced practice, school services, and telepractice. The Life Sciences and Information Technology segment provides enterprise business solutions, application services, infrastructure solutions, competitive advantage, life sciences solutions, and other vertical market specific solutions. The company serves aerospace and defense, energy, financial services, health care, life sciences, manufacturing and distribution, and technology industries, as well as educational institutions and the public sector. RCM Technologies, Inc. was founded in 1971 and is based in Pennsauken, New Jersey.
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A specialized IT and engineering professional services firm, similar to a smaller TEKsystems or Cognizant.
Like Robert Half or Randstad, but providing specialized IT, engineering, and life sciences project solutions and expert staffing.
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- Engineering Services: Provides design, development, and support services across various industries, including aerospace, defense, automotive, and energy.
- Life Sciences & Information Technology Services: Offers IT consulting, digital transformation, data analytics, and clinical research services, primarily for the life sciences and healthcare sectors.
- Specialty Health Care Services: Delivers staffing solutions for healthcare professionals, such as nurses and therapists, to educational, governmental, and medical institutions.
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RCM Technologies (RCMT) primarily sells its services to other companies and government entities, operating on a Business-to-Business (B2B) model.
Based on their latest financial filings (10-K), no single customer accounted for more than 10% of RCM Technologies' consolidated revenues for the years ended December 31, 2023, 2022, or 2021. Therefore, no specific "major customer" companies are individually named or disclosed in their public reports as meeting this threshold.
Instead, RCM Technologies serves a diverse client base across a wide range of industries and sectors through its three primary business segments:
- Information Technology (IT) Segment: Serves clients in sectors such as financial services, healthcare, energy, manufacturing, retail, pharmaceuticals, life sciences, and various government agencies.
- Engineering Segment: Provides services to clients in the power generation, process and industrial, and government sectors.
- Healthcare Segment: Offers staffing solutions primarily to hospitals, schools, and other healthcare providers.
Given the absence of individually named major customers, the company's customer base is best characterized by the variety of industries and organizational types it supports, rather than specific entities.
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Bradley S. Vizi Executive Chairman & President
Mr. Vizi has served as the Executive Chairman and President of RCM Technologies since June 2018, having previously been Chairman of the Board since September 2015 and a board member since December 2013. He is the founder of Legion Partners Asset Management, LLC, where he served as Managing Director and Portfolio Manager from 2012 to 2017. Prior to founding Legion Partners, Mr. Vizi was an investment professional at Shamrock Capital Advisors, Inc. from 2007 to 2010, and before that, with the private equity group at Kayne Anderson Capital Advisors L.P. from 2006 to 2007.
Kevin D. Miller Chief Financial Officer
Mr. Miller has been the Chief Financial Officer of RCM Technologies since October 2008. He previously served as Senior Vice President of the company from 1997 to 2008. Before joining RCM, he was an Associate in the corporate finance department of Legg Mason Wood Walker from 1996 to 1997 and served as a Business Consultant for the Wharton Small Business Development Center. Mr. Miller began his career at EY and has expertise in strategic planning and private equity.
Michael Saks President - Health Care Services
Mr. Saks has served as President of Health Care Services for RCM Technologies since 2018. Prior to this role, he was the Senior Vice President of Health Care Services.
Tina Ciocca Executive Vice President - Aerospace Division
Ms. Ciocca has been the Executive Vice President of the Aerospace Division since 2021.
William Gargano Group Senior Vice President, Life Sciences & IT Services
Mr. Gargano holds the title of Group Senior Vice President, Life Sciences & IT Services.
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The key risks to RCM Technologies (RCMT) include its reliance on a concentrated customer base and specific business segments, vulnerability to macroeconomic changes, and the potential for margin compression due to competitive pressures.
- Customer and Segment Concentration Risk: RCM Technologies derives a significant portion of its revenue from a limited number of customers and is heavily reliant on its Specialty Health Care and Engineering segments for growth. In fiscal year 2023, two customers accounted for over 10% each of the consolidated revenue, with the top five, ten, and twenty largest customers contributing approximately 39.1%, 50.4%, and 62.7% of the total revenue, respectively. This "segmental overreliance" exposes the company to vulnerabilities if client priorities shift or if there are downturns in these specific sectors. A substantial change in these key customer accounts could significantly impact the company's financial performance.
- Macroeconomic Headwinds: The IT staffing and solutions sector, in which RCM Technologies operates, is sensitive to broader macroeconomic shifts. The company faces risks from factors such as rising interest rates, potential economic slowdowns or recessions, and regulatory changes in key industries like healthcare or engineering. Such macroeconomic pressures can disrupt demand for RCM's services and make it challenging to maintain profitability.
- Margin Compression and Competitive Pressures: RCM Technologies has experienced some gross margin compression, indicating potential pricing pressures in the highly competitive IT staffing and solutions market. This compression could worsen if the company faces increased input costs or intensified pricing wars. The ability of RCM to sustain its profitability depends on its capacity to innovate and effectively differentiate its service offerings in a competitive landscape.
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RCM Technologies (RCMT) operates in three primary business segments: Engineering Services, Specialty Healthcare Services, and Life Sciences, Data & Solutions/Information Technology (IT) Services. The addressable markets for these services are as follows:
Engineering Services
- Overall Engineering Services (Global): The global engineering services market was estimated to be between approximately USD 1.80 trillion and USD 3.50 trillion in 2024. It is projected to grow to a range of USD 3.76 trillion to USD 5.51 trillion by 2034.
- Aerospace Engineering Services (Global): The global aerospace engineering services outsourcing market reached USD 114.8 billion in 2024 and is expected to grow to USD 622.5 billion by 2033.
- Energy Services (Global): The global Energy as a Service (EaaS) market, relevant to RCM Technologies' energy solutions, was valued at approximately USD 74.43 billion to USD 107.59 billion in 2024/2025. This market is projected to reach between USD 145.18 billion and USD 184.67 billion by 2030-2033.
- Industrial Services (Global): The industrial services market, which includes engineering and consulting, is projected to reach USD 54.69 billion by 2030, growing from USD 34.41 billion in 2025.
Specialty Healthcare Services
- Healthcare Staffing (Global): The global healthcare staffing market was valued at approximately USD 42.27 billion to USD 44.1 billion in 2024. It is projected to grow to a range of USD 71.9 billion to USD 82.92 billion by 2033-2034.
- Healthcare Staffing (U.S.): The U.S. healthcare staffing market was estimated at USD 19.5 billion in 2024 and is projected to reach USD 34.09 billion by 2034.
Life Sciences, Data & Solutions / Information Technology (IT) Services
- IT Consulting Services (Global): The global IT consulting services market was valued between approximately USD 68.8 billion (in 2022) and USD 117.1 billion (in 2025). Projections indicate growth to between USD 88.01 billion (by 2032) and USD 278.779 billion (by 2033).
- IT Staffing (Global): The global IT staffing market is valued at approximately USD 117.4 billion currently and is projected to reach USD 147.58 billion by 2030.
- Life Sciences Consulting Services (Global): The global life sciences consulting services market was valued between approximately USD 13.91 billion and USD 34.82 billion in 2024/2025. It is anticipated to reach between USD 21.94 billion and USD 84.83 billion by 2030-2034.
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RCM Technologies (RCMT) is expected to drive future revenue growth over the next 2-3 years through several key initiatives across its diverse segments:
- Growth in Healthcare Segment, particularly K-12 Behavioral Health and School Contracts: The company has demonstrated strong growth in its healthcare sector, specifically in school revenue and by securing a record number of new school contracts. This expansion includes a significant focus on K-12 behavioral health services. For instance, school revenue for Q1 2025 grew by 16.7% compared to Q1 2024. Management anticipates continued robust growth in K-12 healthcare contracts.
- Expansion in Engineering Services, especially Energy Services and Aerospace & Defense: The Engineering segment is a significant growth driver, with strong performance in areas like grid modernization, data center expansions, and new client acquisitions within the aerospace and defense sectors. RCM Technologies reported its best engineering gross profit quarter in Q1 2025, and its Energy Services backlog for 2026 is projected to exceed $70 million, indicating robust future demand. The company is also seeing significant ramp-up in the aerospace and defense environment, particularly with clients doing business with the U.S. government.
- Strategic Initiatives in IT, Life Sciences, and Data Solutions, including AI and Machine Learning: RCM Technologies is actively deploying technology within its IT, Life Sciences, and Data Solutions segment, with a particular emphasis on AI and machine learning. This includes expanding service offerings and focusing on operational efficiencies through technology.
- Expansion of Client Base and Market Share: A consistent theme across RCM Technologies' segments is the successful acquisition of new clients and the expansion of services with existing ones. The company has maintained a high renewal rate (over 90%) and continues to land new clients while expanding existing relationships. This strategy contributes to overall market share gains and revenue growth.
- Geographic Expansion: RCM Technologies is expanding its global footprint, notably by opening an office in Germany to become a preferred partner for the energy transition in Europe. The company is also focusing on building offshore capabilities to support future growth.
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Share Repurchases
- RCM Technologies authorized a share repurchase program in March 2024, allowing for repurchases of up to $50.0 million, inclusive of prior authorizations.
- The company repurchased 301,640 shares at an average price of $16.89 per share during the first 39 weeks ended September 27, 2025, with $37.1 million remaining under the current authorization.
- In the first nine months of 2023, RCM Technologies spent a total of $24.4 million on share buybacks. In 2024, approximately 400,000 shares were repurchased at an average price of $19.08 per share.
Share Issuance
- RCM Technologies has issued shares primarily through employee stock purchase plans and the vesting of restricted share awards.
- In the twenty-six weeks ended June 29, 2024, the company purchased 280,378 shares, while during the twenty-six weeks ended July 1, 2023, the Company awarded 4,762 immediately vested share awards at an average price of $10.50.
Outbound Investments
- In October 2022, RCM Technologies acquired TalentHerder, a talent acquisition services company, to enhance its recruitment process outsourcing (RPO) capabilities and candidate sourcing reach.
Capital Expenditures
- RCM Technologies' capital expenditures have been minimal, generally aligning with depreciation and amortization, allowing management to allocate excess cash flows towards share repurchases.
Latest Trefis Analyses
| Title | Date | |
|---|---|---|
| DASHBOARDS | ||
| RCM Technologies Earnings Notes | 12/16/2025 | |
| Would You Still Hold RCM Technologies Stock If It Fell 30%? | 10/17/2025 |
| Title | |
|---|---|
| ARTICLES |
Trade Ideas
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Research & Analysis
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Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 40.45 |
| Mkt Cap | 3.5 |
| Rev LTM | 6,032 |
| Op Inc LTM | 396 |
| FCF LTM | 389 |
| FCF 3Y Avg | 363 |
| CFO LTM | 442 |
| CFO 3Y Avg | 419 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 6.8% |
| Rev Chg 3Y Avg | 2.9% |
| Rev Chg Q | 2.3% |
| QoQ Delta Rev Chg LTM | 0.6% |
| Op Mgn LTM | 6.9% |
| Op Mgn 3Y Avg | 7.1% |
| QoQ Delta Op Mgn LTM | -0.3% |
| CFO/Rev LTM | 8.0% |
| CFO/Rev 3Y Avg | 8.8% |
| FCF/Rev LTM | 7.1% |
| FCF/Rev 3Y Avg | 7.4% |
Valuation
| Median | |
|---|---|
| Name | |
| Mkt Cap | 3.5 |
| P/S | 0.5 |
| P/EBIT | 7.1 |
| P/E | 13.3 |
| P/CFO | 9.7 |
| Total Yield | 7.8% |
| Dividend Yield | 0.2% |
| FCF Yield 3Y Avg | 5.8% |
| D/E | 0.4 |
| Net D/E | 0.4 |
Returns
| Median | |
|---|---|
| Name | |
| 1M Rtn | -9.2% |
| 3M Rtn | -4.5% |
| 6M Rtn | -17.3% |
| 12M Rtn | -21.2% |
| 3Y Rtn | -12.1% |
| 1M Excs Rtn | -8.8% |
| 3M Excs Rtn | -3.8% |
| 6M Excs Rtn | -24.1% |
| 12M Excs Rtn | -35.9% |
| 3Y Excs Rtn | -82.5% |
Segment Financials
Revenue by Segment| $ Mil | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|
| Specialty Health Care | 136 | 159 | 98 | 60 | 89 |
| Engineering | 85 | 86 | 66 | 58 | 68 |
| Life Sciences, Data & Solutions | 42 | 39 | |||
| Corporate | 0 | 0 | |||
| Information Technology | 39 | 32 | 34 | ||
| Total | 263 | 285 | 204 | 150 | 191 |
| $ Mil | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|
| Specialty Health Care | 14 | 20 | 5 | -3 | 3 |
| Life Sciences, Data & Solutions | 7 | 5 | |||
| Engineering | 4 | 4 | 5 | -6 | 4 |
| Corporate | 0 | 0 | -2 | -0 | |
| Information Technology | 3 | -0 | 0 | ||
| Total | 24 | 29 | 14 | -11 | 7 |
| $ Mil | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|
| Engineering | 46 | 33 | 28 | 34 | 52 |
| Specialty Health Care | 44 | 34 | 33 | 19 | 30 |
| Life Sciences, Data & Solutions | 19 | 16 | |||
| Corporate | 12 | 5 | 3 | 8 | 6 |
| Information Technology | 9 | 7 | 8 | ||
| Total | 120 | 88 | 73 | 68 | 96 |
Price Behavior
Price Behavior
| Market Price | $18.31 | |
| Market Cap ($ Bil) | 0.1 | |
| First Trading Date | 08/18/1995 | |
| Distance from 52W High | -33.4% | |
| 50 Days | 200 Days | |
| DMA Price | $19.88 | $22.65 |
| DMA Trend | up | down |
| Distance from DMA | -7.9% | -19.2% |
| 3M | 1YR | |
| Volatility | 35.3% | 43.4% |
| Downside Capture | 152.19 | 97.43 |
| Upside Capture | 78.53 | 81.58 |
| Correlation (SPY) | 32.7% | 31.0% |
RCMT 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 | 2.19 | 1.53 | 1.24 | 1.15 | 0.72 | 0.74 |
| Up Beta | 5.70 | 3.68 | 2.50 | 2.72 | 0.76 | 0.68 |
| Down Beta | 2.33 | 1.66 | 1.80 | 1.32 | 0.49 | 0.68 |
| Up Capture | 117% | 132% | 24% | 26% | 70% | 57% |
| Bmk +ve Days | 11 | 22 | 34 | 71 | 142 | 430 |
| Stock +ve Days | 9 | 18 | 23 | 49 | 110 | 359 |
| Down Capture | 114% | 72% | 95% | 88% | 92% | 93% |
| Bmk -ve Days | 9 | 19 | 27 | 54 | 109 | 321 |
| Stock -ve Days | 11 | 23 | 38 | 75 | 139 | 386 |
[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 RCMT | |
|---|---|---|---|---|
| RCMT | -9.7% | 42.9% | -0.12 | - |
| Sector ETF (XLI) | 32.7% | 19.1% | 1.35 | 34.4% |
| Equity (SPY) | 15.6% | 19.3% | 0.63 | 32.1% |
| Gold (GLD) | 76.8% | 25.7% | 2.19 | -8.5% |
| Commodities (DBC) | 9.1% | 16.9% | 0.35 | 6.3% |
| Real Estate (VNQ) | 7.9% | 16.6% | 0.29 | 23.2% |
| Bitcoin (BTCUSD) | -33.3% | 45.1% | -0.76 | 15.6% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with RCMT | |
|---|---|---|---|---|
| RCMT | 26.7% | 63.5% | 0.63 | - |
| Sector ETF (XLI) | 16.2% | 17.2% | 0.76 | 22.7% |
| Equity (SPY) | 13.4% | 17.0% | 0.62 | 24.2% |
| Gold (GLD) | 23.5% | 17.1% | 1.12 | -2.3% |
| Commodities (DBC) | 10.6% | 19.0% | 0.45 | 5.2% |
| Real Estate (VNQ) | 5.2% | 18.8% | 0.18 | 17.5% |
| Bitcoin (BTCUSD) | 4.3% | 57.1% | 0.30 | 10.1% |
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 RCMT | |
|---|---|---|---|---|
| RCMT | 15.1% | 64.9% | 0.48 | - |
| Sector ETF (XLI) | 15.3% | 19.8% | 0.68 | 20.9% |
| Equity (SPY) | 15.6% | 17.9% | 0.75 | 20.9% |
| Gold (GLD) | 15.3% | 15.6% | 0.82 | -1.4% |
| Commodities (DBC) | 8.6% | 17.6% | 0.41 | 7.2% |
| Real Estate (VNQ) | 6.8% | 20.7% | 0.29 | 18.0% |
| Bitcoin (BTCUSD) | 65.9% | 66.7% | 1.05 | 11.3% |
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 |
| 11/5/2025 | -5.0% | -17.3% | -14.2% |
| 8/7/2025 | 0.0% | 8.7% | 20.8% |
| 3/12/2025 | -13.5% | -16.2% | -8.9% |
| 11/7/2024 | 4.2% | -1.8% | 5.7% |
| 8/7/2024 | 6.1% | 2.9% | 4.6% |
| 3/13/2024 | -24.9% | -19.0% | -32.3% |
| 11/8/2023 | 14.1% | 26.4% | 41.0% |
| 8/9/2023 | -10.1% | 1.7% | 0.9% |
| ... | |||
| SUMMARY STATS | |||
| # Positive | 9 | 7 | 9 |
| # Negative | 9 | 11 | 9 |
| Median Positive | 4.2% | 8.7% | 20.0% |
| Median Negative | -6.7% | -11.1% | -11.6% |
| Max Positive | 14.9% | 41.3% | 103.7% |
| Max Negative | -24.9% | -19.0% | -45.1% |
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 | 05/08/2025 | 10-Q |
| 12/31/2024 | 03/13/2025 | 10-K |
| 09/30/2024 | 11/07/2024 | 10-Q |
| 06/30/2024 | 08/08/2024 | 10-Q |
| 03/31/2024 | 05/09/2024 | 10-Q |
| 12/31/2023 | 03/14/2024 | 10-K |
| 09/30/2023 | 11/09/2023 | 10-Q |
| 06/30/2023 | 08/10/2023 | 10-Q |
| 03/31/2023 | 05/10/2023 | 10-Q |
| 12/31/2022 | 03/16/2023 | 10-K |
| 09/30/2022 | 11/10/2022 | 10-Q |
| 06/30/2022 | 08/11/2022 | 10-Q |
| 03/31/2022 | 04/28/2022 | 10-Q |
| 12/31/2021 | 04/04/2022 | 10-K |
Insider Activity
Expand for More| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Vizi, Bradley | Executive Chairman & President | Direct | Sell | 10012025 | 27.50 | 160 | 4,400 | 41,557,258 | Form |
| 2 | Vizi, Bradley | Executive Chairman & President | Direct | Sell | 9242025 | 27.50 | 1,165 | 32,038 | 41,564,215 | Form |
| 3 | Vizi, Bradley | Executive Chairman & President | Direct | Sell | 9242025 | 27.50 | 85 | 2,338 | 41,561,878 | Form |
| 4 | Vizi, Bradley | Executive Chairman & President | Direct | Sell | 9242025 | 27.55 | 8 | 220 | 41,637,224 | Form |
| 5 | Vizi, Bradley | Executive Chairman & President | Direct | Sell | 9192025 | 27.51 | 2,811 | 77,331 | 41,788,680 | 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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