Ralph Lauren (RL)
Market Price (2/6/2026): $339.03 | Market Cap: $20.7 BilSector: Consumer Discretionary | Industry: Apparel, Accessories & Luxury Goods
Ralph Lauren (RL)
Market Price (2/6/2026): $339.03Market Cap: $20.7 BilSector: Consumer DiscretionaryIndustry: Apparel, Accessories & Luxury Goods
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 5.5% | Key risksRL key risks include [1] its high revenue dependence on the U.S. Show more. |
| Strong revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is 13% | |
| Attractive cash flow generationCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 14% | |
| Low stock price volatilityVol 12M is 40% | |
| Megatrend and thematic driversMegatrends include Experience Economy & Premiumization, E-commerce & Digital Retail, and Sustainable Consumption. Themes include Luxury Consumer Goods, Show more. |
| Attractive yieldTotal YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 5.5% |
| Strong revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is 13% |
| Attractive cash flow generationCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 14% |
| Low stock price volatilityVol 12M is 40% |
| Megatrend and thematic driversMegatrends include Experience Economy & Premiumization, E-commerce & Digital Retail, and Sustainable Consumption. Themes include Luxury Consumer Goods, Show more. |
| Key risksRL key risks include [1] its high revenue dependence on the U.S. Show more. |
Qualitative Assessment
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1. Strong Q2 Fiscal 2026 Earnings and Raised Full-Year Guidance
Ralph Lauren reported better-than-expected second-quarter fiscal 2026 results on November 6, 2025, which included a 17% increase in revenue on a reported basis and 14% in constant currency, surpassing expectations with double-digit growth across all geographies. Global direct-to-consumer comparable store sales also grew by 13%. These strong results led the company to raise its full-year outlook. This positive financial performance extended a trend, as the company had previously exceeded expectations in its Q1 Fiscal 2026 results (reported August 7, 2025), with adjusted EPS up 40% year-over-year and revenue growing 14% annually, leading to an earlier upward revision of full-year revenue guidance.
2. Positive Analyst Sentiment and Numerous Price Target Upgrades
Wall Street analysts showed increasing bullishness towards Ralph Lauren stock during this period, with the consensus rating improving to "Strong Buy" from "Moderate Buy." Several investment firms raised their price targets for RL shares in January and early February 2026. For instance, Evercore ISI Group increased its price target from $385 to $415 on February 2, 2026. Other notable upgrades included Telsey Advisory Group maintaining an "Outperform" rating with a $435 price target, UBS raising its target twice to $474, and Argus Research increasing its target from $360 to $400.
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Stock Movement Drivers
Fundamental Drivers
The 6.2% change in RL stock from 10/31/2025 to 2/5/2026 was primarily driven by a 7.5% change in the company's Total Revenues ($ Mil).| (LTM values as of) | 10312025 | 2052026 | Change |
|---|---|---|---|
| Stock Price ($) | 318.85 | 338.66 | 6.2% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 7,286 | 7,833 | 7.5% |
| Net Income Margin (%) | 10.9% | 11.7% | 7.5% |
| P/E Multiple | 24.5 | 22.5 | -8.0% |
| Shares Outstanding (Mil) | 61 | 61 | -0.2% |
| Cumulative Contribution | 6.2% |
Market Drivers
10/31/2025 to 2/5/2026| Return | Correlation | |
|---|---|---|
| RL | 6.2% | |
| Market (SPY) | -0.7% | 52.2% |
| Sector (XLY) | -2.0% | 58.0% |
Fundamental Drivers
The 14.0% change in RL stock from 7/31/2025 to 2/5/2026 was primarily driven by a 11.7% change in the company's Net Income Margin (%).| (LTM values as of) | 7312025 | 2052026 | Change |
|---|---|---|---|
| Stock Price ($) | 297.10 | 338.66 | 14.0% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 7,079 | 7,833 | 10.7% |
| Net Income Margin (%) | 10.5% | 11.7% | 11.7% |
| P/E Multiple | 24.8 | 22.5 | -9.1% |
| Shares Outstanding (Mil) | 62 | 61 | 1.5% |
| Cumulative Contribution | 14.0% |
Market Drivers
7/31/2025 to 2/5/2026| Return | Correlation | |
|---|---|---|
| RL | 14.0% | |
| Market (SPY) | 7.5% | 50.3% |
| Sector (XLY) | 6.3% | 45.7% |
Fundamental Drivers
The 37.3% change in RL stock from 1/31/2025 to 2/5/2026 was primarily driven by a 16.2% change in the company's Total Revenues ($ Mil).| (LTM values as of) | 1312025 | 2052026 | Change |
|---|---|---|---|
| Stock Price ($) | 246.58 | 338.66 | 37.3% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 6,740 | 7,833 | 16.2% |
| Net Income Margin (%) | 10.1% | 11.7% | 15.6% |
| P/E Multiple | 22.6 | 22.5 | -0.2% |
| Shares Outstanding (Mil) | 63 | 61 | 2.5% |
| Cumulative Contribution | 37.3% |
Market Drivers
1/31/2025 to 2/5/2026| Return | Correlation | |
|---|---|---|
| RL | 37.3% | |
| Market (SPY) | 13.6% | 69.2% |
| Sector (XLY) | 1.9% | 68.4% |
Fundamental Drivers
The 188.4% change in RL stock from 1/31/2023 to 2/5/2026 was primarily driven by a 45.6% change in the company's Net Income Margin (%).| (LTM values as of) | 1312023 | 2052026 | Change |
|---|---|---|---|
| Stock Price ($) | 117.41 | 338.66 | 188.4% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 6,409 | 7,833 | 22.2% |
| Net Income Margin (%) | 8.1% | 11.7% | 45.6% |
| P/E Multiple | 15.5 | 22.5 | 45.6% |
| Shares Outstanding (Mil) | 68 | 61 | 11.3% |
| Cumulative Contribution | 188.4% |
Market Drivers
1/31/2023 to 2/5/2026| Return | Correlation | |
|---|---|---|
| RL | 188.4% | |
| Market (SPY) | 72.9% | 57.4% |
| Sector (XLY) | 61.8% | 53.8% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| RL Return | 17% | -8% | 40% | 63% | 55% | 0% | 278% |
| Peers Return | 12% | -40% | 10% | 10% | 27% | 4% | 7% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 1% | 83% |
Monthly Win Rates [3] | |||||||
| RL Win Rate | 50% | 33% | 50% | 67% | 67% | 50% | |
| Peers Win Rate | 55% | 42% | 50% | 52% | 47% | 50% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 50% | |
Max Drawdowns [4] | |||||||
| RL Max Drawdown | -3% | -28% | 0% | -5% | -21% | -0% | |
| Peers Max Drawdown | -8% | -58% | -31% | -33% | -41% | -5% | |
| S&P 500 Max Drawdown | -1% | -25% | -1% | -2% | -15% | -1% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: TPR, VFC, PVH, FOSL, VRA. See RL Returns vs. Peers.
[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 2/5/2026 (YTD)
How Low Can It Go
| Event | RL | S&P 500 |
|---|---|---|
| 2022 Inflation Shock | ||
| % Loss | -39.9% | -25.4% |
| % Gain to Breakeven | 66.3% | 34.1% |
| Time to Breakeven | 444 days | 464 days |
| 2020 Covid Pandemic | ||
| % Loss | -50.7% | -33.9% |
| % Gain to Breakeven | 102.8% | 51.3% |
| Time to Breakeven | 339 days | 148 days |
| 2018 Correction | ||
| % Loss | -41.5% | -19.8% |
| % Gain to Breakeven | 70.9% | 24.7% |
| Time to Breakeven | 1,575 days | 120 days |
| 2008 Global Financial Crisis | ||
| % Loss | -68.8% | -56.8% |
| % Gain to Breakeven | 220.3% | 131.3% |
| Time to Breakeven | 611 days | 1,480 days |
Compare to TPR, VFC, PVH, FOSL, VRA
In The Past
Ralph Lauren's stock fell -39.9% during the 2022 Inflation Shock from a high on 5/7/2021. A -39.9% loss requires a 66.3% gain to breakeven.
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About Ralph Lauren (RL)
AI Analysis | Feedback
Here are 1-3 brief analogies for Ralph Lauren:
- J.Crew, but elevated to a comprehensive luxury lifestyle brand for apparel and home.
- Brooks Brothers, but as a full luxury lifestyle brand for men, women, and home, with broader fashion appeal.
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```html- Apparel: A diverse range of clothing for men, women, and children, encompassing various styles from casual sportswear to formalwear across its multiple brands.
- Accessories: A collection of items including handbags, belts, small leather goods, eyewear, watches, and ties that complement its apparel lines.
- Footwear: A selection of shoes and boots for men, women, and children, ranging from sneakers and casual styles to dress shoes.
- Fragrances: A line of perfumes and colognes developed under license, extending the brand's luxury lifestyle appeal.
- Home Furnishings: Products for the home, such as bedding, bath linens, decorative accents, and tableware, reflecting the brand's distinctive aesthetic.
AI Analysis | Feedback
Ralph Lauren (symbol: RL) primarily sells its products directly to individuals through its robust direct-to-consumer (DTC) channels, which include its own retail stores, concession shops, and e-commerce websites. This segment constitutes the majority of the company's revenue.
Based on its primary sales to individuals, Ralph Lauren serves the following categories of customers:
- The Aspirational & Classic Consumer: This segment comprises customers who are drawn to Ralph Lauren's iconic preppy, sophisticated American style. They value timeless fashion, quality craftsmanship, and brand heritage. These consumers often seek out core Ralph Lauren brands like Polo Ralph Lauren and Lauren Ralph Lauren for their everyday wear, work attire, and special occasions, appealing primarily to upper-middle class to affluent demographics.
- The Luxury & Discerning Buyer: This category includes affluent consumers seeking premium quality, high-fashion, and exclusive items. They are interested in Ralph Lauren's top-tier collections such as Ralph Lauren Collection, Purple Label, and RRL. These buyers are often discerning, brand-loyal to luxury names, and appreciate bespoke tailoring, unique designs, and the highest quality materials.
- The Lifestyle & Accessible Shopper: These customers are attracted to the Ralph Lauren brand aesthetic and quality but often seek more accessible price points. They typically shop at Ralph Lauren's outlet stores, diffusion lines, or during promotional periods. This segment appreciates the aspirational lifestyle and brand recognition associated with Ralph Lauren, making their purchases for value-driven reasons while still wanting to partake in the brand's image.
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Patrice Louvet, President and Chief Executive Officer
Patrice Louvet joined Ralph Lauren Corporation in 2017. Before joining Ralph Lauren, he spent nearly three decades in various leadership roles across three continents at Procter & Gamble (P&G). His roles at P&G included Group President of Global Beauty, where he oversaw 12 brands with approximately $11.5 billion in revenues in 2016, and Group President, Global Grooming (Gillette), and President of P&G's Global Prestige Business, which included brands like Gucci and Hugo Boss. He also served as a Naval Officer in the French Navy. Currently, he is a board member of Bacardi Limited since 2012 and Danone since 2022.
Justin Picicci, Chief Financial Officer
Justin Picicci was appointed Chief Financial Officer of Ralph Lauren Corporation effective May 23, 2024. He joined the company in 2006 and has held a variety of senior finance leadership positions within Ralph Lauren, including Enterprise CFO, Asia Pacific CFO, Global Company Controller and Head of Procurement, and North America CFO.
Ralph Lauren, Executive Chairman & Chief Creative Officer
Ralph Lauren founded the company in 1967. He served as Chairman and Chief Executive Officer from 1997 to 2015, and since September 2015, he has held the roles of Executive Chairman and Chief Creative Officer.
David Lauren, Chief Innovation Officer & Vice Chairman
David Lauren joined Ralph Lauren Corporation in 2000. He became a member of the Board of Directors in August 2013 and was named Vice Chairman of the Board in 2016. He is also the President of the Ralph Lauren Corporate Foundation. Prior to his current role, he served as Executive Vice President of Global Advertising, Marketing and Communications from 2010 to 2016.
Jane Nielsen, Chief Operating Officer
Jane Nielsen joined Ralph Lauren as Chief Financial Officer in September 2016, and since 2019, she has served as both Chief Financial Officer and Chief Operating Officer. She will continue in her role as Chief Operating Officer through the end of Fiscal 2025. Before her tenure at Ralph Lauren, Ms. Nielsen was Executive Vice President and Chief Financial Officer at Coach, Inc. (now Tapestry, Inc.) for five years. She also spent 16 years at PepsiCo, where she held various key financial roles, including CFO for PepsiCo Beverages Americas and Senior Vice President of Investor Relations. She began her career as an analyst at Credit Suisse First Boston.
AI Analysis | Feedback
The key risks to Ralph Lauren's business include macroeconomic challenges, supply chain disruptions, and intense competition compounded by shifting fashion trends.
- Macroeconomic Headwinds and Shifting Consumer Behavior: Ralph Lauren faces significant business risk from prevailing economic adversities such as inflation, interest rate hikes, and geopolitical tensions, which can dampen consumer spending on luxury goods globally. The brand is particularly vulnerable to economic downturns due to its premium pricing strategy and focus on affluent consumers. There is also a risk of consumer preferences shifting towards experiential spending over high-end retail, especially in response to societal changes like remote work trends. A slowdown in the U.S. market, which traditionally accounts for over half of its annual revenue, has already impacted sales, partially offset by growth in the Chinese market.
- Supply Chain Risks: The company's reliance on a global network for manufacturing and distribution exposes it to significant supply chain disruptions. These risks include port congestion, trade restrictions, geopolitical tensions, and increasing commodity prices. Ralph Lauren sources a substantial portion of its products from outside the U.S., making it susceptible to unpredictable tariff shifts and inflationary pressures that can impact margins and sales forecasts. Efficient supply chain management and diversification of sourcing locations are crucial to mitigate these challenges and ensure timely product delivery.
- Intense Competition and Evolving Fashion Trends: Ralph Lauren operates in a highly competitive luxury market, facing threats from both established luxury brands and fast-fashion retailers offering trendy and affordable alternatives. The brand's classical design philosophy may limit its capacity to quickly adapt to rapidly changing fashion trends, potentially impacting its appeal to younger demographics and leading to a loss of market share. Successfully navigating these competitive pressures and evolving consumer tastes is essential for maintaining market share and profitability.
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The increasing consumer adoption of luxury fashion resale and rental platforms represents a clear emerging threat. These platforms offer alternatives to purchasing new items, potentially reducing demand for Ralph Lauren's core new product sales by shifting consumer spending towards circular fashion models.
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Ralph Lauren Corporation (RL) operates in several key product categories, each addressing significant global and regional markets.
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Luxury Apparel: The global luxury apparel market was valued at USD 83.47 billion in 2024 and is projected to reach USD 118.71 billion by 2032, growing at a Compound Annual Growth Rate (CAGR) of 4.50% from 2025 to 2032. Another estimate placed the global luxury apparel market size at USD 96.88 billion in 2023, poised to grow to USD 169.32 billion by 2032, with a CAGR of 6.4% from 2025-2032. The U.S. luxury apparel market is expected to grow significantly, reaching USD 26.57 billion by 2032. Europe held a significant share of the luxury apparel market, accounting for 34.24% in 2022.
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Luxury Footwear: The global luxury footwear market was valued at USD 31.73 billion in 2024 and is projected to reach USD 44.50 billion by 2033, exhibiting a CAGR of 3.52% from 2025-2033. Other data indicates the global luxury footwear market size was USD 38.66 billion in 2024 and is estimated to hit around USD 76.34 billion by 2034, expanding at a CAGR of 7.04% from 2025 to 2034. North America dominated the luxury footwear market with the largest market share of 29.06% in 2024. Asia-Pacific also held a significant market share of over 35.0% in 2024 and is expected to grow at the fastest CAGR of 7.63% over the projected period.
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Luxury Accessories: The global luxury apparel and accessories market combined was valued at USD 179.45 billion in 2023 and is projected to expand to USD 334.4 billion by 2030, at a CAGR of 10.2%.
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Fragrances (Perfume): The global fragrance market size was estimated at USD 56.60 billion in 2024 and is projected to reach USD 74.76 billion by 2030, growing at a CAGR of 4.9% from 2025 to 2030. Another report valued the global perfume market size at USD 50.46 billion in 2024, projected to grow to USD 77.53 billion by 2032, exhibiting a CAGR of 5.57% during the forecast period. North America dominated the global fragrance market with a revenue share of 33.30% in 2024 and the perfume market with a 35.47% market share in 2024. The U.S. perfume market size is estimated to reach USD 23.23 billion by 2032.
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Luxury Home Furnishings (Furniture): The global luxury furniture market was valued at USD 24.23 billion in 2024 and is expected to reach USD 33.94 billion by 2032, with a CAGR of 4.30% from 2025 to 2032. Other estimates indicate the global luxury furniture market size was USD 38.76 billion in 2023, projected to reach USD 64.93 billion by 2032, growing at a CAGR of 5.90% from 2024-2032. Asia Pacific dominated the luxury furniture market with the largest revenue share of 30.7% in 2024 and is projected to register the highest growth rate. North America also held a significant share, over 38% in 2020, and the U.S. led the luxury furniture market in 2024 with an estimated USD 4.4 billion in revenue and 79% of the North American market share. North America has the highest growth rate in the luxury furniture market.
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Ralph Lauren (RL) expects its future revenue growth over the next 2-3 years to be driven by the following key strategies:
- Brand Elevation and Customer Acquisition & Retention: The company plans to expand and elevate its lifestyle brand globally to deliver high-quality products, attract new consumers, and enhance customer retention, ultimately increasing Customer Lifetime Value. This strategy also contributes to growth in Average Unit Retail (AUR).
- Product Expansion and Diversification: Ralph Lauren is focusing on driving sales of its iconic core products while also accelerating growth in high-potential, under-penetrated categories that align with evolving consumer lifestyles. Examples of these high-potential categories include women's apparel, outerwear, and handbags.
- Global City Ecosystem Expansion with a Digital Focus: A significant driver is the scaling of Ralph Lauren's digitally-led, cohesive ecosystem strategy across its top 30 cities worldwide and the development of the next 20 top cities for sustained long-term growth. This includes continued investment in digital capabilities and advanced technology, including AI tools like the "Ask Ralph" styling tool.
- Targeted Geographic Growth, especially in Asia: The company has demonstrated strong performance and sees significant growth opportunities in international markets, particularly in Asia, with China being a key growth driver. Europe has also shown strong growth momentum.
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Share Repurchases
- Ralph Lauren repurchased approximately $425 million of Class A Common Stock in Fiscal Year 2025.
- The company repurchased approximately $398 million of Class A Common Stock during Fiscal Year 2024.
- In May 2025, the Board of Directors authorized a new $1.5 billion stock repurchase program, supplementing the $352 million remaining on an existing plan at the end of Fiscal Year 2025.
Share Issuance
- Ralph Lauren's shares outstanding declined by 3.76% from Fiscal Year 2024 to 2025, to 0.064 billion shares.
- The number of shares outstanding decreased from 73.2 million in 2021 to 61 million in November 2025.
Outbound Investments
- Ralph Lauren sold its Club Monaco brand to private equity firm Regent, L.P. during the first quarter of Fiscal Year 2022.
Capital Expenditures
- Capital expenditures totaled $216 million in Fiscal Year 2025, an increase from $165 million in Fiscal Year 2024.
- The increase in capital expenditures during Fiscal Year 2025 was primarily driven by investments in new store openings and renovations, digital enhancements, and technology.
- For Fiscal Year 2026, capital expenditures are expected to be approximately 4% to 5% of revenue annually through Fiscal Year 2028.
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Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 42.36 |
| Mkt Cap | 5.5 |
| Rev LTM | 7,674 |
| Op Inc LTM | 584 |
| FCF LTM | 376 |
| FCF 3Y Avg | 556 |
| CFO LTM | 525 |
| CFO 3Y Avg | 736 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 0.1% |
| Rev Chg 3Y Avg | -3.4% |
| Rev Chg Q | 1.6% |
| QoQ Delta Rev Chg LTM | 0.4% |
| Op Mgn LTM | 6.4% |
| Op Mgn 3Y Avg | 6.5% |
| QoQ Delta Op Mgn LTM | 0.4% |
| CFO/Rev LTM | 5.7% |
| CFO/Rev 3Y Avg | 7.9% |
| FCF/Rev LTM | 4.1% |
| FCF/Rev 3Y Avg | 5.9% |
Valuation
| Median | |
|---|---|
| Name | |
| Mkt Cap | 5.5 |
| P/S | 0.6 |
| P/EBIT | 14.3 |
| P/E | 15.7 |
| P/CFO | 10.8 |
| Total Yield | 3.7% |
| Dividend Yield | 0.6% |
| FCF Yield 3Y Avg | 7.4% |
| D/E | 0.9 |
| Net D/E | 0.8 |
Returns
| Median | |
|---|---|
| Name | |
| 1M Rtn | -7.2% |
| 3M Rtn | 25.5% |
| 6M Rtn | 32.0% |
| 12M Rtn | 10.2% |
| 3Y Rtn | -25.5% |
| 1M Excs Rtn | -5.1% |
| 3M Excs Rtn | 22.0% |
| 6M Excs Rtn | 20.5% |
| 12M Excs Rtn | -2.3% |
| 3Y Excs Rtn | -95.0% |
Comparison Analyses
Price Behavior
| Market Price | $338.66 | |
| Market Cap ($ Bil) | 20.7 | |
| First Trading Date | 06/12/1997 | |
| Distance from 52W High | -8.7% | |
| 50 Days | 200 Days | |
| DMA Price | $361.06 | $308.78 |
| DMA Trend | up | up |
| Distance from DMA | -6.2% | 9.7% |
| 3M | 1YR | |
| Volatility | 28.6% | 39.7% |
| Downside Capture | 122.89 | 141.73 |
| Upside Capture | 159.29 | 157.18 |
| Correlation (SPY) | 48.0% | 69.0% |
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 0.60 | 0.63 | 1.19 | 1.26 | 1.42 | 1.26 |
| Up Beta | 0.96 | 0.55 | 1.82 | 1.95 | 1.40 | 1.27 |
| Down Beta | 0.29 | 0.21 | 0.54 | 0.62 | 1.34 | 1.19 |
| Up Capture | 62% | 62% | 168% | 153% | 218% | 284% |
| Bmk +ve Days | 11 | 22 | 34 | 71 | 142 | 430 |
| Stock +ve Days | 9 | 18 | 28 | 66 | 127 | 389 |
| Down Capture | 89% | 117% | 107% | 123% | 124% | 105% |
| Bmk -ve Days | 9 | 19 | 27 | 54 | 109 | 321 |
| Stock -ve Days | 11 | 23 | 33 | 59 | 124 | 363 |
[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 RL | |
|---|---|---|---|---|
| RL | 39.1% | 39.6% | 0.92 | - |
| Sector ETF (XLY) | 2.1% | 24.3% | 0.03 | 68.4% |
| Equity (SPY) | 13.6% | 19.3% | 0.54 | 69.2% |
| Gold (GLD) | 69.7% | 24.7% | 2.11 | 1.7% |
| Commodities (DBC) | 7.1% | 16.6% | 0.24 | 27.7% |
| Real Estate (VNQ) | 4.4% | 16.5% | 0.09 | 47.7% |
| Bitcoin (BTCUSD) | -26.6% | 40.5% | -0.66 | 32.4% |
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Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with RL | |
|---|---|---|---|---|
| RL | 30.0% | 36.3% | 0.81 | - |
| Sector ETF (XLY) | 8.6% | 23.8% | 0.32 | 58.0% |
| Equity (SPY) | 14.4% | 17.0% | 0.67 | 59.6% |
| Gold (GLD) | 20.8% | 16.9% | 1.01 | 4.3% |
| Commodities (DBC) | 11.7% | 18.9% | 0.50 | 15.5% |
| Real Estate (VNQ) | 5.2% | 18.8% | 0.18 | 44.1% |
| Bitcoin (BTCUSD) | 16.0% | 57.4% | 0.49 | 23.0% |
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Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with RL | |
|---|---|---|---|---|
| RL | 14.2% | 38.8% | 0.47 | - |
| Sector ETF (XLY) | 13.6% | 21.9% | 0.57 | 55.7% |
| Equity (SPY) | 15.5% | 17.9% | 0.74 | 55.1% |
| Gold (GLD) | 15.4% | 15.5% | 0.83 | -3.5% |
| Commodities (DBC) | 7.9% | 17.6% | 0.37 | 19.7% |
| Real Estate (VNQ) | 6.0% | 20.7% | 0.26 | 43.5% |
| Bitcoin (BTCUSD) | 69.0% | 66.5% | 1.08 | 13.5% |
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Returns Analyses
Earnings Returns History
Expand for More| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 2/5/2026 | -4.5% | ||
| 11/6/2025 | -0.6% | 7.4% | 12.5% |
| 8/7/2025 | -6.5% | -0.3% | 3.0% |
| 5/22/2025 | 1.3% | 1.4% | -1.2% |
| 2/6/2025 | 9.7% | 9.6% | -6.6% |
| 11/7/2024 | 6.6% | 1.3% | 10.9% |
| 8/7/2024 | -3.4% | -1.5% | 5.1% |
| 5/23/2024 | 3.3% | 12.9% | 12.0% |
| ... | |||
| SUMMARY STATS | |||
| # Positive | 13 | 13 | 13 |
| # Negative | 10 | 9 | 9 |
| Median Positive | 3.5% | 7.4% | 12.0% |
| Median Negative | -4.7% | -2.7% | -8.6% |
| Max Positive | 16.8% | 20.8% | 19.6% |
| Max Negative | -9.7% | -8.4% | -13.4% |
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 | 05/22/2025 | 10-K |
| 12/31/2024 | 02/06/2025 | 10-Q |
| 09/30/2024 | 11/07/2024 | 10-Q |
| 06/30/2024 | 08/07/2024 | 10-Q |
| 03/31/2024 | 05/23/2024 | 10-K |
| 12/31/2023 | 02/08/2024 | 10-Q |
| 09/30/2023 | 11/08/2023 | 10-Q |
| 06/30/2023 | 08/10/2023 | 10-Q |
| 03/31/2023 | 05/25/2023 | 10-K |
| 12/31/2022 | 02/09/2023 | 10-Q |
| 09/30/2022 | 11/10/2022 | 10-Q |
| 06/30/2022 | 08/09/2022 | 10-Q |
| 03/31/2022 | 05/24/2022 | 10-K |
Insider Activity
Expand for More| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Alagoz, Halide | Chief Product Officer | Direct | Sell | 12032025 | 366.00 | 1,882 | 688,812 | 8,137,278 | Form |
| 2 | Alagoz, Halide | Chief Product Officer | Direct | Sell | 9052025 | 317.00 | 2,337 | 740,829 | 7,644,455 | Form |
| 3 | Alagoz, Halide | Chief Product Officer | Direct | Sell | 8282025 | 295.00 | 5,282 | 1,558,190 | 7,803,340 | Form |
| 4 | Ranftl, Robert P | Chief Operating Officer | Direct | Sell | 8202025 | 280.21 | 7,350 | 2,059,543 | 3,689,805 | Form |
| 5 | Ranftl, Robert P | Chief Operating Officer | Direct | Sell | 8202025 | 285.21 | 4,206 | 1,199,593 | 2,556,052 | 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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