Research Solutions (RSSS)


Market Price (11/5/2026): $1.84 | Market Cap: $62.1 MilSector: Information Technology | Industry: Application Software

Research Solutions (RSSS)


Market Price (11/5/2026): $1.84
Market Cap: $62.1 Mil
Sector: Information Technology
Industry: Application Software

Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.

0

Low stock price volatility
Vol 12M is 44%

Weak multi-year price returns
2Y Excs Rtn is -59%, 3Y Excs Rtn is -99%

Key risks
RSSS key risks include [1] weakening transaction revenue due to a decline in spending from large customers, Show more.

0 Low stock price volatility
Vol 12M is 44%
1 Weak multi-year price returns
2Y Excs Rtn is -59%, 3Y Excs Rtn is -99%
2 Key risks
RSSS key risks include [1] weakening transaction revenue due to a decline in spending from large customers, Show more.

RSSS in ETFs

Weight = RSSS's share of each fund

VTI0.00%
DFAC0.00%

Valuation & Metrics

Price Chart

Why The Stock Moved

Qualitative Assessment

AI Analysis | Feedback

Updated on 11/1/2026

Research Solutions (RSSS) stock has lost about 15% since 7/31/2026 because of the following key factors:

1. Research Solutions reported a significant earnings per share (EPS) miss for its fiscal Q4 2026, which ended June 30, 2026. The company reported an EPS of $0.02, falling short of the consensus analyst estimate of $0.04 by 50%.

2. The company experienced a substantial year-over-year decline in net income for fiscal Q4 2026. Net income for the quarter was $0.7 million, down from $2.4 million in the prior-year quarter, which had included a $1.1 million favorable adjustment.

Show more
Updated on 11/1/2026

Research Solutions (RSSS) stock has lost about 15% since 7/31/2026 because of the following key factors:

1. Research Solutions reported a significant earnings per share (EPS) miss for its fiscal Q4 2026, which ended June 30, 2026. The company reported an EPS of $0.02, falling short of the consensus analyst estimate of $0.04 by 50%.

2. The company experienced a substantial year-over-year decline in net income for fiscal Q4 2026. Net income for the quarter was $0.7 million, down from $2.4 million in the prior-year quarter, which had included a $1.1 million favorable adjustment.

3. Total revenue for fiscal Q4 2026 decreased by 2.9% year-over-year to $12.1 million, primarily driven by a decline in transaction revenue. Although platform subscription revenue saw a slight increase of 1.9% to $5.3 million, it was offset by a 6.7% drop in transaction revenue to $6.8 million. For the full fiscal year 2026, total revenue was $48.3 million, a 1.5% decrease from fiscal 2025.

4. Management's outlook included an expectation for a continued low single-digit decline in transaction revenue for fiscal year 2027. This forward-looking guidance suggests ongoing headwinds in a portion of the company's business model, which may contribute to investor apprehension despite anticipated improvements in EBITDA and cash flows.

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Stock Movement Drivers

Fundamental Drivers

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Market Drivers

7/31/2026 to 11/4/2026
ReturnCorrelation
RSSS-15.5% 
Market (SPY)2.6%17.6%
Sector (XLK)0.7%16.5%

Fundamental Drivers

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Market Drivers

4/30/2026 to 11/4/2026
ReturnCorrelation
RSSS-26.8% 
Market (SPY)7.0%4.6%
Sector (XLK)10.8%4.0%

Fundamental Drivers

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Market Drivers

10/31/2025 to 11/4/2026
ReturnCorrelation
RSSS-42.6% 
Market (SPY)13.4%13.2%
Sector (XLK)17.9%7.5%

Fundamental Drivers

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Market Drivers

10/31/2023 to 11/4/2026
ReturnCorrelation
RSSS-20.9% 
Market (SPY)89.7%10.6%
Sector (XLK)119.1%9.5%

Return vs. Risk

Price Returns Compared

 202120222023202420252026Total [1]
Returns
RSSS Return6%-22%35%60%-29%-37%-20%
Peers Return-10%-39%15%105%-16%-33%-27%
S&P 500 Return27%-19%24%23%16%11%102%

Monthly Win Rates [3]
RSSS Win Rate42%42%58%50%42%36% 
Peers Win Rate50%25%59%67%47%27% 
S&P 500 Win Rate75%42%67%75%67%36% 

Max Drawdowns [4]
RSSS Max Drawdown-31%-29%-16%-30%-43%-39% 
Peers Max Drawdown-29%-48%-17%-43%-40%-45% 
S&P 500 Max Drawdown-5%-25%-10%-8%-19%-9% 


[1] Cumulative total returns since the beginning of 2021
[2] Peers: ADSK, BMR, GWRE, HODO, HUCK.
[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 11/4/2026 (YTD)

How Low Can It Go

EventRSSSS&P 500
2025 US Tariff Shock
  % Loss-28.0%-18.8%
  % Gain to Breakeven39.0%23.1%
  Time to Breakeven145 days79 days
2023 SVB Regional Banking Crisis
  % Loss-16.3%-6.7%
  % Gain to Breakeven19.5%7.1%
  Time to Breakeven85 days31 days
2022 Inflation Shock & Fed Tightening
  % Loss-25.8%-24.5%
  % Gain to Breakeven34.8%32.4%
  Time to Breakeven446 days427 days
2020 COVID-19 Crash
  % Loss-26.5%-33.7%
  % Gain to Breakeven36.0%50.9%
  Time to Breakeven1447 days140 days
2011 US Debt Ceiling Crisis & European Contagion
  % Loss-60.7%-17.9%
  % Gain to Breakeven154.3%21.8%
  Time to Breakeven2940 days123 days

Compare to ADSK, BMR, GWRE, HODO, HUCK

In The Past

Research Solutions's stock fell -28.0% during the 2025 US Tariff Shock. Such a loss loss requires a 39.0% 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.

EventRSSSS&P 500
2025 US Tariff Shock
  % Loss-28.0%-18.8%
  % Gain to Breakeven39.0%23.1%
  Time to Breakeven145 days79 days
2022 Inflation Shock & Fed Tightening
  % Loss-25.8%-24.5%
  % Gain to Breakeven34.8%32.4%
  Time to Breakeven446 days427 days
2020 COVID-19 Crash
  % Loss-26.5%-33.7%
  % Gain to Breakeven36.0%50.9%
  Time to Breakeven1447 days140 days
2011 US Debt Ceiling Crisis & European Contagion
  % Loss-60.7%-17.9%
  % Gain to Breakeven154.3%21.8%
  Time to Breakeven2940 days123 days

Compare to ADSK, BMR, GWRE, HODO, HUCK

In The Past

Research Solutions's stock fell -28.0% during the 2025 US Tariff Shock. Such a loss loss requires a 39.0% 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 Research Solutions (RSSS)

Research Solutions, Inc. (RSSS) is a technology company that empowers research and development (R&D) in specialized fields through its cloud-based Software-as-a-Service (SaaS) platform. The company's fundamental purpose is to help organizations accelerate their innovation by providing efficient access and management of critical scientific, technical, and medical (STM) information, which is crucial for intellectual property development.

The company offers two core services. Its primary offering is a comprehensive SaaS platform that enables researchers to access and manage STM articles throughout their intellectual property development lifecycle. Additionally, Research Solutions facilitates the transactional sale of published STM content, sourcing and delivering these essential articles directly through its dedicated "Transactions platform." These integrated solutions ensure researchers have both the necessary content and the tools to manage it effectively.

Research Solutions primarily serves "life science" organizations, but also caters to other research-intensive enterprises. These customers are typically involved in R&D activities where continuous access to, and management of, STM content is vital for discovery and innovation. By focusing on these specialized sectors, RSSS plays a key role in supporting scientific progress and breakthroughs.

AI Analysis | Feedback

Here are 1-3 brief analogies for Research Solutions (RSSS):

  • Amazon for scientific articles: It provides a platform for the transactional sale and delivery of scientific, technical, and medical (STM) content, similar to how Amazon is a go-to source for a vast array of goods.
  • LexisNexis for scientific research: Like LexisNexis provides a comprehensive database and tools for legal professionals to access and manage legal documents, RSSS offers a specialized platform for researchers to access and manage STM articles.
  • A Bloomberg Terminal for scientific research: It functions as a specialized, comprehensive platform for research-intensive organizations to access and manage critical scientific information, much like the Bloomberg Terminal provides essential financial data and tools to financial professionals.

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  • Cloud-based SaaS Research Platform: This platform helps research organizations accelerate their R&D by providing access to and management of scientific, technical, and medical (STM) articles.
  • Transactional STM Content Sales: This service facilitates the acquisition of published scientific, technical, and medical (STM) content through managed sourcing and delivery.

AI Analysis | Feedback

Research Solutions (RSSS) primarily sells its cloud-based software-as-a-service research platform and scientific, technical, and medical (STM) content to other companies and research institutions.

According to the company's public filings, no single customer accounted for 10% or more of its consolidated revenues during recent fiscal years. Therefore, Research Solutions does not have individually named "major customers" that contribute a disproportionately large share of revenue.

However, the company serves a diverse range of research-intensive organizations across various sectors. Its customer base primarily consists of organizations that require access to STM content for their research and development activities. These categories of customer organizations include:

  • Pharmaceutical companies
  • Biotechnology companies
  • Universities and academic institutions
  • Medical device companies
  • Other organizations engaged in scientific, technical, and medical (STM) research and development activities.

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Roy W. Olivier - Chairman, President, and Chief Executive Officer

Roy W. Olivier joined Research Solutions' board of directors in January 2018, becoming Interim CEO on March 29, 2021, permanent CEO on October 4, 2021, and was appointed Chairman on September 16, 2025. Prior to his time at Research Solutions, he served as CEO of ARI Network Services, where he was instrumental in growing the business from under 80 employees to over 1,200 and increasing revenues from less than $15 million to over $100 million through a combination of organic growth and acquisitions. He also founded ProQuest Media Solutions (now Snap-on Inc.) in 1993, a business he later sold to ProQuest in 2000.

Dave Kutil - Interim Chief Financial Officer and Secretary

Dave Kutil was appointed interim Chief Financial Officer and Secretary of Research Solutions, effective December 10, 2025, following the departure of Bill Nurthen. He joined Research Solutions in 2023 as Controller and brings over 15 years of financial leadership experience to the role. Before joining Research Solutions, Kutil served as Controller for the North American subsidiary of Lesaffre and as Director of Accounting for Badger Meter.

Sefton Cohen - Chief Revenue Officer

Sefton Cohen was appointed Chief Revenue Officer of Research Solutions on November 19, 2024. He possesses over two decades of experience in scaling high-growth SaaS companies. Prior to joining Research Solutions, he held the position of CRO at Suralink and RapidRatings, where he notably led a commercial transformation that resulted in a $240 million private equity exit.

Rick Salloum - Chief Technology Officer

Rick Salloum was appointed Chief Technology Officer of Research Solutions on April 3, 2023. He has nearly three decades of extensive technology experience, having worked with both publicly traded and private equity organizations. Before his role at Research Solutions, Salloum served as the Vice President of Software Development and Technology Solutions at Safe-Guard Products. His previous executive technology leadership positions include Head of Engineering and Vice President of Engineering & Architecture for organizations such as Rent.com and CNN.com.

Peter Derycz - Founder

Peter Derycz founded Research Solutions (originally known as Reprints Desk) in 2006. He previously served as President and Chief Executive Officer of the company. Derycz transitioned to Executive Chairman and Chairman of the Board effective March 29, 2021. He is recognized for his over 20 years of involvement in designing, developing, and deploying large library and document management systems, and is known as one of the founders of the "pay-as-you-go" approach to acquiring and delivering scientific information. However, his employment was terminated, and he resigned from the Company's board of directors and all committees effective September 18, 2023.

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Key Business Risks for Research Solutions (RSSS)

  1. Impact of Artificial Intelligence on Research Workflows: A primary risk for Research Solutions is the evolving landscape of artificial intelligence. Management has noted that AI is "shifting demand from article retrieval to structured reasoning," which could significantly impact the company's transaction revenues. This suggests a fundamental change in how researchers seek and process scientific, technical, and medical (STM) content, potentially reducing reliance on traditional article retrieval services that form a component of Research Solutions' business model.
  2. Declining Transaction Revenue and Customer Base amid Competitive Pressures: Research Solutions faces persistent challenges with declining transaction revenue and a decrease in its active customer count. This decline is attributed to weaker paid order volume and competitive pressures within the B2C segment. The company itself anticipates that transaction revenue growth will remain challenging in the near term.
  3. Intense Competition from Established Publishers and Other Providers: Research Solutions operates in a highly competitive market for academic publishing and research solutions. The company faces competition from large, established players such as Elsevier, Springer Nature, and Wiley. This competitive environment, along with other companies in the business services sector, could exert pressure on pricing, market share, and the need for continuous innovation.

AI Analysis | Feedback

The clear emerging threat to Research Solutions (RSSS) is the rapid advancement and adoption of **Generative Artificial Intelligence (AI) and Large Language Models (LLMs)**. These technologies are increasingly capable of synthesizing, summarizing, and extracting specific insights from vast amounts of scientific, technical, and medical (STM) content. This directly threatens RSSS's core value proposition of providing a platform for content access and management, as AI-powered research assistants could offer alternative, potentially more efficient, and automated ways for researchers to discover, analyze, and interact with published literature, thereby diminishing the need for traditional content management platforms and transactional sales facilitated by RSSS.

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Research Solutions (symbol: RSSS) operates in two primary markets: the transactional sale of scientific, technical, and medical (STM) content, and cloud-based software-as-a-service (SaaS) research platforms.

Transactional Sale of Scientific, Technical, and Medical (STM) Content

The global market for scientific, technical, and medical (STM) publishing, which includes the transactional sale of STM content, was valued at approximately $35.6 billion in 2024. This market is projected to grow to $52.1 billion by 2033. Other estimates place the global STM publishing market at over $26 billion annually, with projections for it to reach around $34.19 billion in 2026 and $45.61 billion by 2035. North America holds a significant share of this global market, accounting for approximately 38% in 2024.

Cloud-Based Software-as-a-Service Research Platform

While a precise global dollar value for the entire addressable market of "research-focused SaaS platforms" that cater to corporate, academic, government, and individual researchers is not readily available, relevant market segments and company insights provide an indication of its size.

The global academic software market, which includes cloud-based solutions for educational and research institutions, was valued at US$0.8 billion in 2021 and is anticipated to reach US$2.7 billion by 2031. Another estimate projects this market to grow from USD 1.00 billion in 2022 to USD 1.72 billion by 2030.

Research Solutions itself indicates that the "Research-focused SaaS is an under-penetrated market segment" and targets approximately 700,000 small and medium-sized businesses (SMBs) throughout the world, suggesting a large potential customer base.

AI Analysis | Feedback

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Research Solutions (RSSS) is expected to drive future revenue growth over the next 2-3 years through several key initiatives:

  • Growth in Platform Subscription Revenue: The company has consistently reported increases in its platform subscription revenue, driven by both new deployments and expansion within its current customer base through upsells and cross-sells.
  • Strategic Focus on B2B Market: Research Solutions is prioritizing B2B annual and multi-year agreements as a primary growth driver, with this segment showing strong annual recurring revenue (ARR) growth.
  • API and AI Integration: The company is actively integrating API and AI capabilities, transitioning into an "answers and access" platform. This transformation is anticipated to lead to larger and more resilient contracts. An example of this is the launch of Scite MCP, which connects AI tools like ChatGPT and Claude to scientific literature.
  • Expansion within Existing Customer Base: A significant portion of revenue growth is expected to come from deepening relationships with existing clients through upsells and cross-sells of additional services and expanded platform usage.
  • Increase in Net New Platform Deployments: The acquisition of new platform customers and the resulting increase in platform deployments are direct contributors to the growth of platform subscription revenue.
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Share Repurchases

  • Research Solutions had a buyback yield of 0.52% on a trailing twelve-month basis as of December 31, 2025.
  • The company's highest buyback yield over the past five years was 0.94% as of March 31, 2025.
  • Net cash flow from issuance (purchase) of equity shares showed a purchase of approximately $430.55K as of December 31, 2025, and reached its highest purchase of $940.57K as of March 31, 2025, over the last five years.

Share Issuance

  • In Q2 fiscal year 2026 (ended December 31, 2025), Research Solutions issued approximately 487,000 shares of stock as part of the scite earnout payments.
  • In Q1 fiscal year 2026 (ended September 30, 2025), the company issued approximately 265,000 shares as part of the first payment for the scite earnout.
  • As of December 31, 2025, Research Solutions had 32,875,476 shares issued and outstanding.

Outbound Investments

  • Research Solutions acquired scite, an AI-powered search and discovery platform, in November 2023. This acquisition added $3.6 million in annualized software subscription revenue.
  • In July 2023, Research Solutions acquired ResoluteAI, an advanced search platform leveraging AI and NLP technologies. The initial purchase consideration, net of cash acquired, was approximately $2.9 million, with a total purchase consideration of roughly $4.6 million, including a contingent earnout.

Capital Expenditures

  • Research Solutions' capital expenditures to operating cash flow (CapEx/OCF) 3-year CAGR was -49.56% on a trailing twelve-month basis as of December 31, 2024.
  • Over the past five years, the average CapEx/OCF 3-year CAGR for Research Solutions was 39%, with a high of 178.63% in September 2023.
  • The company's strategy involves consistent reinvestments into organic growth and strategic M&A acquisitions, with profits reinvested to expand the AI & SaaS platform, improve user experience, and acquire more customers.

Peer Outperformance in Application Software

RSSS has outperformed 62% of its 125 Application Software peers over 5Y. Application Software ranks 11th of 12 industries in Information Technology by median 5Y return. The sector’s gains have largely come from elsewhere.
Share of Application Software constituents that RSSS has outperformed, by holding period. Peers without a full price history over a given window are excluded from that window.
1Y
31%
of 152 industry peers · -40.0% return
3Y
42%
of 137 industry peers · -20.9% return
5Y
62%
of 125 industry peers · -27.9% return
No Application Software peer with a comparable growth profile has beaten RSSS by more than 20pp over 5Y.
Median price return by industry across the Information Technology sector, ranked by 5Y. Application Software is RSSS's own industry. Use this to see which corners of the sector have carried the returns.
Industry Names 1Y med3Y med5Y med Top 3 by 5Y
Electronic Manufacturing Services 10 17.2%109.4%187.6% FLEX 488% · TTMI 419% · JBL 311%
Technology Distributors 9 52.3%67.5%72.9% AVT 148% · SNX 123% · CNXN 99%
Electronic Components 24 16.4%69.6%35.2% CLS 2134% · BELFA 1016% · APH 318%
Communications Equipment 36 8.7%75.7%31.6% LITE 609% · AAOI 586% · ANET 445%
Semiconductor Materials & Equipment 28 42.7%55.4%31.5% AXTI 418% · LRCX 289% · KLAC 284%
Electronic Equipment & Instruments 27 -2.2%28.0%4.3% PI 130% · OSIS 116% · CXT 71%
Semiconductors 55 2.3%45.5%1.3% MU 1027% · NVDA 575% · AVGO 548%
Technology Hardware, Storage & Peripherals 21 7.9%85.9%-14.2% WDC 691% · DELL 652% · STX 574%
Internet Services & Infrastructure 6 3.5%45.5%-20.9% GDDY 58% · VRSN 40% · DOCN -20%
IT Consulting & Other Services 30 -18.2%1.2%-26.5% APLD 303% · IBM 155% · GIB -8%
Application Software ← 126 -9.9%-6.3%-50.0% PLTR 549% · AGYS 157% · FROG 144%
Systems Software 70 -8.4%24.1%-51.9% ZETA 255% · CRWD 245% · CVLT 146%
Median of constituents with a full price history over each window. Top names are limited to companies above $2B market cap.

Latest Trefis Analyses

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Recent Active Movers

Peer Comparisons

Peers to compare with:

Financials

RSSSADSKBMRGWREHODOHUCKMedian
NameResearch.Autodesk Beamr Im.Guidewir.House of.Hucklebe. 
Mkt Price1.84271.381.14171.70-3.053.05
Mkt Cap-57.0----57.0
Rev LTM-7,790---3184,054
Op Inc LTM-2,175----601,057
FCF LTM-2,804----221,391
FCF 3Y Avg-1,907----18945
CFO LTM-2,896----131,442
CFO 3Y Avg-1,994----8993

Growth & Margins

RSSSADSKBMRGWREHODOHUCKMedian
NameResearch.Autodesk Beamr Im.Guidewir.House of.Hucklebe. 
Rev Chg LTM-17.9%---0.0%9.0%
Rev Chg 3Y Avg-14.4%---9.5%12.0%
Rev Chg Q-16.1%---0.1%8.1%
QoQ Delta Rev Chg LTM-3.8%---0.0%1.9%
Op Inc Chg LTM-43.6%----5.4%19.1%
Op Inc Chg 3Y Avg-29.5%---1.1%15.3%
Op Mgn LTM-27.9%----18.9%4.5%
Op Mgn 3Y Avg-24.4%----23.6%0.4%
QoQ Delta Op Mgn LTM-0.9%---0.0%0.5%
CFO/Rev LTM-37.2%----3.9%16.6%
CFO/Rev 3Y Avg-28.8%----2.7%13.0%
FCF/Rev LTM-36.0%----7.0%14.5%
FCF/Rev 3Y Avg-27.5%----5.7%10.9%

Valuation

RSSSADSKBMRGWREHODOHUCKMedian
NameResearch.Autodesk Beamr Im.Guidewir.House of.Hucklebe. 
Mkt Cap-57.0----57.0
P/S-7.3----7.3
P/Op Inc-26.2----26.2
P/EBIT-26.2----26.2
P/E-34.7----34.7
P/CFO-19.7----19.7
Total Yield-2.9%----2.9%
Dividend Yield-0.0%----0.0%
FCF Yield 3Y Avg-3.6%----3.6%
D/E-0.1----0.1
Net D/E--0.0-----0.0

Returns

RSSSADSKBMRGWREHODOHUCKMedian
NameResearch.Autodesk Beamr Im.Guidewir.House of.Hucklebe. 
1M Rtn-12.0%22.5%-20.8%5.2%--4.4%-4.4%
3M Rtn-16.7%13.1%-11.6%7.1%--9.5%-9.5%
6M Rtn-26.4%11.6%-41.2%31.0%--9.5%-9.5%
12M Rtn-40.6%-9.8%-50.0%-22.9%--9.5%-22.9%
3Y Rtn-21.7%33.0%-3.4%87.8%--9.5%-3.4%
1M Excs Rtn-6.6%20.6%-23.0%7.6%-0.9%0.9%
3M Excs Rtn-13.8%13.8%-11.7%9.1%--7.7%-7.7%
6M Excs Rtn-29.1%8.9%-44.2%28.2%--12.2%-12.2%
12M Excs Rtn-52.3%-21.1%-66.2%-35.2%--19.8%-35.2%
3Y Excs Rtn-99.0%-44.8%-95.9%15.7%--89.8%-89.8%

Comparison Analyses

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Segment Financials

Revenue by Segment
$ Mil20252024202320222021
Single Segment4945   
Platforms  975
Transactions  292627
Total4945383332


Operating Income by Segment
$ Mil2014201320122011
TAAG-10-3-0
US Operations-10-4-2
Corporate   -3
Total-20-7-5


Net Income by Segment
$ Mil20252024
Single Segment1-4
Total1-4


Assets by Segment
$ Mil20252024201420132012
Single Segment4642   
TAAG  234
US Operations  768
Total46429912


Price Behavior

Price Behavior
Market Price$1.86 
First Trading Date05/15/2009 
Distance from 52W High-41.9% 
   50 Days200 Days
DMA Price$2.06$2.29
DMA Trenddowndown
Distance from DMA-9.6%-18.9%
 3M1YR
Volatility32.3%43.8%
Downside Capture110.2995.89
Upside Capture18.9020.13
Correlation (S&P 500)17.6%13.1%
RSSS Betas & Captures as of 10/31/2026

 1M2M3M6M1Y3Y
Beta-0.210.440.560.150.460.32
Up Beta-1.622.010.26-0.080.680.17
Down Beta-0.47-0.270.07-0.42-0.180.32
Up Capture-147%-26%28%-3%16%10%
Bmk +ve Days12182862130427
Stock +ve Days6152348103332
Down Capture106%132%138%98%103%78%
Bmk -ve Days10253664121325
Stock -ve Days14243458116352

[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 RSSS
RSSS-41.4%43.8%-1.10-
Sector ETF (XLK)17.5%27.3%0.567.6%
Equity (SPY)13.2%12.9%0.6813.3%
Gold (GLD)1.0%28.8%0.03-10.7%
Commodities (DBC)35.9%21.2%1.34-18.9%
Real Estate (VNQ)14.3%14.1%0.7013.8%
Bitcoin (BTCUSD)-28.2%43.4%-0.656.0%

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Based On 5-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with RSSS
RSSS-4.5%43.7%0.02-
Sector ETF (XLK)18.1%26.2%0.629.5%
Equity (SPY)12.5%17.2%0.5510.9%
Gold (GLD)17.3%19.1%0.73-0.5%
Commodities (DBC)8.0%19.6%0.290.8%
Real Estate (VNQ)1.8%18.9%-0.0111.1%
Bitcoin (BTCUSD)5.5%51.5%0.298.8%

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 RSSS
RSSS7.5%47.5%0.39-
Sector ETF (XLK)23.4%25.2%0.858.1%
Equity (SPY)15.4%18.0%0.7310.1%
Gold (GLD)11.9%16.5%0.591.4%
Commodities (DBC)7.4%18.1%0.33-1.5%
Real Estate (VNQ)5.7%20.7%0.2312.6%
Bitcoin (BTCUSD)61.0%66.2%1.019.2%

Smart multi-asset allocation framework can stack odds in your favor. Learn How

Short Interest

Short Interest: As Of Date10152026
Short Interest: Shares Quantity0.1 Mil
Short Interest: % Change Since 9302026-5.6%
Average Daily Volume0.0 Mil
Days-to-Cover Short Interest2.0 days

Earnings Returns History

Updated 10/12/2026
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 Forward Returns
Earnings Date1D Returns5D Returns21D Returns
9/9/2026-0.5%-3.7%-5.1%
5/14/2026-11.8%-16.6%-16.6%
2/12/2026-0.4%-2.4%-8.4%
11/13/20252.9%-13.2%-4.8%
9/18/2025-6.9%-3.1%-20.1%
5/8/20259.6%4.3%-0.7%
2/13/2025-7.4%-17.9%-25.8%
11/14/20243.6%10.0%48.2%
...
SUMMARY STATS   
# Positive975
# Negative91113
Median Positive3.6%4.3%9.2%
Median Negative-1.9%-3.1%-6.6%
Max Positive9.6%10.0%48.2%
Max Negative-11.8%-17.9%-25.8%
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 Forward Returns
Earnings Date1D Returns5D Returns21D Returns
9/9/2026-0.5%-3.7%-5.1%
5/14/2026-11.8%-16.6%-16.6%
2/12/2026-0.4%-2.4%-8.4%
11/13/20252.9%-13.2%-4.8%
9/18/2025-6.9%-3.1%-20.1%
5/8/20259.6%4.3%-0.7%
2/13/2025-7.4%-17.9%-25.8%
11/14/20243.6%10.0%48.2%
9/19/20240.7%-0.7%-1.4%
5/9/20242.8%-0.4%-9.5%
2/8/2024-2.8%2.8%9.2%
11/9/2023-1.7%-2.9%11.3%
9/13/20239.5%6.9%-2.6%
5/11/2023-1.9%0.0%-3.8%
2/9/20230.9%-0.9%-6.6%
5/12/20225.6%8.3%3.9%
2/10/20226.0%2.8%1.4%
11/12/2021-1.2%-6.9%-11.2%
SUMMARY STATS   
# Positive975
# Negative91113
Median Positive3.6%4.3%9.2%
Median Negative-1.9%-3.1%-6.6%
Max Positive9.6%10.0%48.2%
Max Negative-11.8%-17.9%-25.8%

SEC Filings

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Report DateFiling DateFiling
06/30/202609/11/202610-K
03/31/202605/15/202610-Q
12/31/202502/13/202610-Q
09/30/202511/14/202510-Q
06/30/202509/19/202510-K
03/31/202505/09/202510-Q
12/31/202402/14/202510-Q
09/30/202411/14/202410-Q
06/30/202409/20/202410-K
03/31/202405/13/202410-Q
12/31/202302/12/202410-Q
09/30/202311/14/202310-Q
06/30/202309/15/202310-K
03/31/202305/12/202310-Q
12/31/202202/10/202310-Q
09/30/202211/14/202210-Q
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Report DateFiling DateFiling
06/30/202609/11/202610-K
03/31/202605/15/202610-Q
12/31/202502/13/202610-Q
09/30/202511/14/202510-Q
06/30/202509/19/202510-K
03/31/202505/09/202510-Q
12/31/202402/14/202510-Q
09/30/202411/14/202410-Q
06/30/202409/20/202410-K
03/31/202405/13/202410-Q
12/31/202302/12/202410-Q
09/30/202311/14/202310-Q
06/30/202309/15/202310-K
03/31/202305/12/202310-Q
12/31/202202/10/202310-Q
09/30/202211/14/202210-Q
06/30/202209/23/202210-K
03/31/202205/13/202210-Q
12/31/202102/14/202210-Q
09/30/202111/12/202110-Q
06/30/202109/23/202110-K
03/31/202105/13/202110-Q
12/31/202002/11/202110-Q
09/30/202011/12/202010-Q
06/30/202009/24/202010-K
03/31/202005/14/202010-Q
12/31/201902/13/202010-Q
09/30/201911/14/201910-Q
Core Cache Last Updated: 11/4/2026