Sight Sciences (SGHT)
Market Price (5/30/2026): $4.87 | Market Cap: $262.7 MilSector: Health Care | Industry: Life Sciences Tools & Services
Sight Sciences (SGHT)
Market Price (5/30/2026): $4.87Market Cap: $262.7 MilSector: Health CareIndustry: Life Sciences Tools & Services
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
Cash is significant % of market capNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is -16% Valuation becoming less expensiveP/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is -39% Megatrend and thematic driversMegatrends include Precision Medicine, and Aging Population & Chronic Disease. Themes include Targeted Therapies, and Chronic Ophthalmic Disease Management. | Weak multi-year price returns2Y Excs Rtn is -52%, 3Y Excs Rtn is -129% | Not profitable at operating income levelOp Inc LTMOperating Income, Last Twelve Months is -36 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -45% Significant share based compensationSBC/Rev LTMShare Based Compensation / Revenue (Sales), Last Twelve Months (LTM) is 15% Not cash flow generativeCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is -32%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -32% Yield minus risk free rate is negativeERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -18% Key risksSGHT key risks include [1] adverse Medicare coverage decisions severely limiting reimbursement for its core OMNI and TearCare systems, Show more. |
| Cash is significant % of market capNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is -16% |
| Valuation becoming less expensiveP/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is -39% |
| Megatrend and thematic driversMegatrends include Precision Medicine, and Aging Population & Chronic Disease. Themes include Targeted Therapies, and Chronic Ophthalmic Disease Management. |
| Weak multi-year price returns2Y Excs Rtn is -52%, 3Y Excs Rtn is -129% |
| Not profitable at operating income levelOp Inc LTMOperating Income, Last Twelve Months is -36 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -45% |
| Significant share based compensationSBC/Rev LTMShare Based Compensation / Revenue (Sales), Last Twelve Months (LTM) is 15% |
| Not cash flow generativeCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is -32%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -32% |
| Yield minus risk free rate is negativeERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -18% |
| Key risksSGHT key risks include [1] adverse Medicare coverage decisions severely limiting reimbursement for its core OMNI and TearCare systems, Show more. |
Qualitative Assessment
AI Analysis | Feedback
Sight Sciences (SGHT) stock has lost about 25% since 1/31/2026 because of the following key factors:
1. Persistent Unprofitability and High Operating Expenses: Despite achieving revenue growth, Sight Sciences continues to report significant net losses and negative operating margins. In Q1 2026, the company posted a net loss of $13.0 million. Furthermore, for Q4 2025, it reported a negative net margin of 49.67% and a negative return on equity of 55.72%, indicating ongoing challenges in achieving profitability.
2. Q1 2026 Earnings Per Share Miss: While Sight Sciences' Q1 2026 revenue of $19.7 million surpassed analyst expectations by 6.2%, the company's reported earnings per share (EPS) of -$0.24 fell short of the forecast by 41.18%. This significant miss on the bottom line, despite top-line growth, likely raised concerns among investors regarding the company's path to profitability.
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Stock Movement Drivers
Fundamental Drivers
The -22.6% change in SGHT stock from 1/31/2026 to 5/29/2026 was primarily driven by a -23.8% change in the company's P/S Multiple.| (LTM values as of) | 1312026 | 5292026 | Change |
|---|---|---|---|
| Stock Price ($) | 6.28 | 4.86 | -22.6% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 76 | 80 | 4.6% |
| P/S Multiple | 4.3 | 3.3 | -23.8% |
| Shares Outstanding (Mil) | 52 | 54 | -2.9% |
| Cumulative Contribution | -22.6% |
Market Drivers
1/31/2026 to 5/29/2026| Return | Correlation | |
|---|---|---|
| SGHT | -22.6% | |
| Market (SPY) | 9.6% | 33.9% |
| Sector (XLV) | -3.0% | 22.5% |
Fundamental Drivers
The -4.0% change in SGHT stock from 10/31/2025 to 5/29/2026 was primarily driven by a -4.1% change in the company's P/S Multiple.| (LTM values as of) | 10312025 | 5292026 | Change |
|---|---|---|---|
| Stock Price ($) | 5.06 | 4.86 | -4.0% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 76 | 80 | 4.3% |
| P/S Multiple | 3.4 | 3.3 | -4.1% |
| Shares Outstanding (Mil) | 52 | 54 | -3.9% |
| Cumulative Contribution | -4.0% |
Market Drivers
10/31/2025 to 5/29/2026| Return | Correlation | |
|---|---|---|
| SGHT | -4.0% | |
| Market (SPY) | 11.5% | 36.8% |
| Sector (XLV) | 4.5% | 29.6% |
Fundamental Drivers
The 59.3% change in SGHT stock from 4/30/2025 to 5/29/2026 was primarily driven by a 69.9% change in the company's P/S Multiple.| (LTM values as of) | 4302025 | 5292026 | Change |
|---|---|---|---|
| Stock Price ($) | 3.05 | 4.86 | 59.3% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 80 | 80 | -0.4% |
| P/S Multiple | 1.9 | 3.3 | 69.9% |
| Shares Outstanding (Mil) | 51 | 54 | -5.8% |
| Cumulative Contribution | 59.3% |
Market Drivers
4/30/2025 to 5/29/2026| Return | Correlation | |
|---|---|---|
| SGHT | 59.3% | |
| Market (SPY) | 38.0% | 36.4% |
| Sector (XLV) | 8.3% | 26.2% |
Fundamental Drivers
The -49.7% change in SGHT stock from 4/30/2023 to 5/29/2026 was primarily driven by a -49.6% change in the company's P/S Multiple.| (LTM values as of) | 4302023 | 5292026 | Change |
|---|---|---|---|
| Stock Price ($) | 9.67 | 4.86 | -49.7% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 71 | 80 | 11.5% |
| P/S Multiple | 6.5 | 3.3 | -49.6% |
| Shares Outstanding (Mil) | 48 | 54 | -10.6% |
| Cumulative Contribution | -49.7% |
Market Drivers
4/30/2023 to 5/29/2026| Return | Correlation | |
|---|---|---|
| SGHT | -49.7% | |
| Market (SPY) | 89.0% | 26.2% |
| Sector (XLV) | 17.7% | 20.2% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| SGHT Return | -48% | -31% | -58% | -29% | 118% | -36% | -85% |
| Peers Return | 4% | -15% | -8% | -24% | 38% | -11% | -23% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 10% | 101% |
Monthly Win Rates [3] | |||||||
| SGHT Win Rate | 33% | 58% | 33% | 42% | 50% | 40% | |
| Peers Win Rate | 56% | 53% | 47% | 42% | 42% | 46% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 60% | |
Max Drawdowns [4] | |||||||
| SGHT Max Drawdown | - | -69% | -90% | -60% | -43% | -56% | |
| Peers Max Drawdown | -33% | -44% | -52% | -42% | -36% | -55% | |
| S&P 500 Max Drawdown | -5% | -25% | -10% | -8% | -19% | -9% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: A, ATEC, CERS, ALMR, POAS.
[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 5/29/2026 (YTD)
How Low Can It Go
| Event | SGHT | S&P 500 |
|---|---|---|
| 2025 US Tariff Shock | ||
| % Loss | -24.8% | -18.8% |
| % Gain to Breakeven | 33.0% | 23.1% |
| Time to Breakeven | 14 days | 79 days |
| 2024 Yen Carry Trade Unwind | ||
| % Loss | -10.7% | -7.8% |
| % Gain to Breakeven | 12.0% | 8.5% |
| Time to Breakeven | 13 days | 18 days |
| Summer-Fall 2023 Five Percent Yield Shock | ||
| % Loss | -84.2% | -9.5% |
| % Gain to Breakeven | 533.3% | 10.5% |
| Time to Breakeven | 264 days | 24 days |
In The Past
Sight Sciences's stock fell -24.8% during the 2025 US Tariff Shock. Such a loss loss requires a 33.0% gain to breakeven.
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| Event | SGHT | S&P 500 |
|---|---|---|
| 2025 US Tariff Shock | ||
| % Loss | -24.8% | -18.8% |
| % Gain to Breakeven | 33.0% | 23.1% |
| Time to Breakeven | 14 days | 79 days |
| Summer-Fall 2023 Five Percent Yield Shock | ||
| % Loss | -84.2% | -9.5% |
| % Gain to Breakeven | 533.3% | 10.5% |
| Time to Breakeven | 264 days | 24 days |
In The Past
Sight Sciences's stock fell -24.8% during the 2025 US Tariff Shock. Such a loss loss requires a 33.0% 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 Sight Sciences (SGHT)
AI Analysis | Feedback
Here are 1-3 brief analogies for Sight Sciences (SGHT):
- Like a specialized Alcon (ALC), but focusing on innovative surgical and non-surgical devices for glaucoma and dry eye.
- Imagine a Dexcom (DXCM) or Insulet (PODD) for ophthalmology, developing specialized medical devices for chronic eye conditions like glaucoma and dry eye.
AI Analysis | Feedback
```html- OMNI Surgical System: A therapeutic device used to reduce intraocular pressure in adult glaucoma patients.
- TearCare System: A wearable eyelid technology for the treatment of dry eye disease (DED).
AI Analysis | Feedback
Sight Sciences (SGHT) sells its products primarily to other companies and institutions within the healthcare sector. Its major customers are:
- Hospitals
- Medical Centers
- Eyecare Professionals (including ophthalmologists and optometrists, often operating in private practices or clinics)
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nullAI Analysis | Feedback
Paul Badawi, Founder & Chief Executive Officer
Paul Badawi is the co-founder and Chief Executive Officer of Sight Sciences, Inc., serving in this role since 2011. He is a co-inventor of several of the company's key products, including the OMNI Surgical System and the TearCare System. Prior to co-founding Sight Sciences, Paul led the U.S. healthcare venture capital practice for 3i Group, a global private equity firm. In this role, he managed a portfolio of 12 medical device investments and $120 million invested, and served as a lead investor and board member for companies such as Ulthera (acquired by Merz), Xthetix (acquired by J&J), and NeoGuide (acquired by Intuitive Surgical). His prior experience also includes working as a Research Fellow at the National Institutes of Health.
James Rodberg, Chief Financial Officer and Treasurer
James Rodberg became the Chief Financial Officer of Sight Sciences, Inc. in November 2025, succeeding Alison Bauerlein. He joined Sight Sciences in early 2021 as Vice President of Finance and Corporate Controller and also served as interim CFO in 2023. With two decades of experience in public accounting and company finance leadership, his previous roles include Vice President of Finance, Planning and Analysis at nVent Electric, and Director of Finance at Abbott Laboratories. He also held several increasingly senior finance and accounting positions at St. Jude Medical prior to its acquisition by Abbott.
Alison Bauerlein, Chief Operating Officer
Alison Bauerlein was appointed Chief Operating Officer of Sight Sciences, Inc. in November 2025, a newly created position. She previously served as the company's Chief Financial Officer since joining in April 2023. Her experience includes leading global finance and accounting functions, investor relations, and business development, and she previously worked at Inogen, a medical technology company.
Dr. David Badawi, M.D., Founder & Chief Technology Officer
Dr. David Badawi is a co-founder and the Chief Technology Officer of Sight Sciences, Inc.
Jeremy Hayden, General Counsel & Chief Compliance Officer
Jeremy Hayden serves as the General Counsel & Chief Compliance Officer for Sight Sciences, Inc. He brings over 20 years of experience providing legal counsel to life science businesses, including serving as General Counsel and Chief Compliance Officer for Endologix, Inc., and General Counsel at Cytori Therapeutics, Inc. He was also a senior legal team member of Volcano prior to its acquisition by Royal Philips.
AI Analysis | Feedback
The key risks to Sight Sciences (SGHT) include:
- Persistent Cash Burn and Unprofitability: Sight Sciences faces ongoing financial challenges with a persistent cash burn and has been noted as currently unprofitable, with forecasts suggesting it may not achieve profitability within the next three years. The company has posted significant net losses, indicating struggles in achieving and maintaining a positive earnings profile despite efforts to manage costs.
- Delayed or Restrictive Insurance Coverage and Reimbursement: The company has encountered significant challenges with insurance coverage and reimbursement for its products, particularly the TearCare System. This issue limits the uptake of its technologies and has flattened revenue growth, making market access and reimbursement expansion critical for future success.
- Increasing Competition in the Minimally Invasive Glaucoma Surgery (MIGS) Market: Sight Sciences operates in a competitive landscape, specifically within the MIGS market with its OMNI Surgical System. The company faces increasing competition from other medical device companies, which can impact its market share and pricing power.
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Sight Sciences (NASDAQ: SGHT) addresses significant markets with its primary products. For its OMNI Surgical System, used to reduce intraocular pressure in adult glaucoma patients, the company targets an addressable market in the United States of approximately $6 billion. This U.S. market opportunity is further segmented into roughly $1.0 billion within the combination cataract procedure market and $5.0 billion in the standalone procedure market. The TearCare System, which treats dry eye disease (DED), has an estimated addressable market opportunity in the United States of about $3 billion. The broader U.S. market for dry eye treatments was valued at $2.4 billion in 2025.AI Analysis | Feedback
Sight Sciences (NASDAQ: SGHT) is expected to drive future revenue growth over the next 2-3 years through several key strategies centered around its core product portfolio and market expansion efforts.
- Continued Adoption and Enhancement of the OMNI Surgical System for Interventional Glaucoma: The OMNI Surgical System, a therapeutic device for reducing intraocular pressure in adult glaucoma patients, is projected to sustain growth, particularly through increasing its market share within the minimally invasive glaucoma surgery (MIGS) sector. This growth is further bolstered by targeted investments in standalone market education and commercialization. The recent launch of the OMNI Edge Surgical System in April 2025, featuring higher viscoelastic capacity and TruSync™ technology, is anticipated to enhance the product's appeal and drive increased adoption. Additionally, real-world data demonstrating OMNI's long-term effectiveness in reducing intraocular pressure (IOP) and medication use supports its continued utilization. Expanded coverage, such as UnitedHealthcare's inclusion of OMNI for glaucoma procedures starting October 2025, is also expected to broaden market reach.
- Rebound and Scaling of the TearCare System for Interventional Dry Eye: Sight Sciences anticipates a significant rebound in revenue from its Interventional Dry Eye segment, with projections of $5 million to $7 million in 2026, a substantial increase from $1.6 million in 2025. This expected growth is largely attributed to recent reimbursement gains, including the establishment of pricing for CPT code 0563T by Novitas and First Coast Service Options. The company plans to dedicate expanded market access and commercial resources to scale the reimbursed dry eye market. Clinical evidence also supports TearCare's efficacy in improving meibomian gland function and ocular surface health, and it has demonstrated cost savings and greater health utility compared to other treatments, which could encourage further adoption.
- Expansion of Market Access and Commercial Resources: To support the growth of both its glaucoma and dry eye segments, Sight Sciences plans to modestly increase adjusted operating expenses in 2026. These strategic investments are aimed at funding expanded market access and commercial resources, particularly to scale the reimbursed dry eye market and pursue opportunities in the pseudophakic standalone glaucoma market. Efforts include increasing the number of ordering accounts and enhancing utilization within existing customer bases across both interventional glaucoma and interventional dry eye.
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Share Issuance
- Sight Sciences' issuance of common stock peaked in December 2021 at $257 million.
- The median issuance of common stock from fiscal years ending December 2020 to 2024 was $1.248 million.
- In Q4 2025, Sight Sciences had 53 million shares outstanding, which was an increase of 1.2% from the prior quarter.
Capital Expenditures
- Sight Sciences invested -$156,000 in capital expenditures in Q4 2025.
- Over the last 12 months, capital expenditures for Sight Sciences were -$224,000.
- The company anticipates adjusted operating expenses for full year 2026 to range from $93 million to $96 million, an increase of 6% to 9% compared to 2025, driven by targeted investments in market access and commercial resources for its business segments.
Latest Trefis Analyses
| Title | Date | |
|---|---|---|
| DASHBOARDS | ||
| Sight Sciences Earnings Notes | 12/16/2025 | |
| Would You Still Hold Sight Sciences Stock If It Fell 30%? | 10/17/2025 |
| Title | |
|---|---|
| ARTICLES |
Trade Ideas
Select ideas related to SGHT.
| Date | Ticker | Company | Category | Trade Strategy | 6M Fwd Rtn | 12M Fwd Rtn | 12M Max DD |
|---|---|---|---|---|---|---|---|
| 04302026 | GEHC | GE HealthCare Technologies | 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 | 0.0% | 0.0% | 0.0% |
| 04302026 | IQV | IQVIA | 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 | 0.0% | 0.0% | 0.0% |
| 04302026 | UHS | Universal Health Services | 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 | 0.0% | 0.0% | 0.0% |
| 04302026 | ABT | Abbott Laboratories | 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 | ZBIO | Zenas BioPharma | Insider | Insider Buys 45DStrong Insider BuyingCompanies with multiple insider buys in the last 45 days | 0.0% | 0.0% | 0.0% |
Research & Analysis
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Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 6.30 |
| Mkt Cap | 0.9 |
| Rev LTM | 502 |
| Op Inc LTM | -19 |
| FCF LTM | -1 |
| FCF 3Y Avg | -20 |
| CFO LTM | 27 |
| CFO 3Y Avg | -13 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 12.6% |
| Rev Chg 3Y Avg | 6.9% |
| Rev Chg Q | 13.0% |
| QoQ Delta Rev Chg LTM | 2.9% |
| Op Inc Chg LTM | 43.4% |
| Op Inc Chg 3Y Avg | 21.7% |
| Op Mgn LTM | -3.8% |
| Op Mgn 3Y Avg | -12.3% |
| QoQ Delta Op Mgn LTM | 2.1% |
| CFO/Rev LTM | 3.9% |
| CFO/Rev 3Y Avg | -4.8% |
| FCF/Rev LTM | -0.3% |
| FCF/Rev 3Y Avg | -12.0% |
Valuation
| Median | |
|---|---|
| Name | |
| Mkt Cap | 0.9 |
| P/S | 3.0 |
| P/Op Inc | -16.0 |
| P/EBIT | -12.0 |
| P/E | -8.3 |
| P/CFO | 25.3 |
| Total Yield | -6.1% |
| Dividend Yield | 0.0% |
| FCF Yield 3Y Avg | -4.1% |
| D/E | 0.2 |
| Net D/E | 0.0 |
Returns
| Median | |
|---|---|
| Name | |
| 1M Rtn | 2.6% |
| 3M Rtn | -6.5% |
| 6M Rtn | -26.6% |
| 12M Rtn | 6.8% |
| 3Y Rtn | -27.3% |
| 1M Excs Rtn | -3.6% |
| 3M Excs Rtn | -16.6% |
| 6M Excs Rtn | -38.8% |
| 12M Excs Rtn | -20.7% |
| 3Y Excs Rtn | -109.6% |
Price Behavior
| Market Price | $4.86 | |
| Market Cap ($ Bil) | 0.3 | |
| First Trading Date | 07/15/2021 | |
| Distance from 52W High | -46.3% | |
| 50 Days | 200 Days | |
| DMA Price | $4.28 | $5.24 |
| DMA Trend | up | down |
| Distance from DMA | 13.6% | -7.2% |
| 3M | 1YR | |
| Volatility | 98.6% | 84.4% |
| Downside Capture | 458.62 | 297.56 |
| Upside Capture | 271.41 | 245.89 |
| Correlation (SPY) | 34.1% | 35.9% |
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 1.17 | 2.38 | 2.13 | 2.35 | 2.48 | 1.69 |
| Up Beta | 1.38 | 0.49 | 0.86 | 1.53 | 2.07 | 1.45 |
| Down Beta | 6.26 | 0.87 | 1.54 | 1.70 | 2.24 | 1.17 |
| Up Capture | 91% | 315% | 229% | 364% | 549% | 851% |
| Bmk +ve Days | 15 | 22 | 31 | 66 | 141 | 428 |
| Stock +ve Days | 13 | 22 | 30 | 60 | 114 | 348 |
| Down Capture | -278% | 378% | 295% | 226% | 186% | 113% |
| Bmk -ve Days | 4 | 18 | 30 | 56 | 108 | 321 |
| Stock -ve Days | 9 | 21 | 34 | 64 | 127 | 382 |
[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 SGHT | |
|---|---|---|---|---|
| SGHT | 61.5% | 82.7% | 0.93 | - |
| Sector ETF (XLV) | 15.8% | 14.6% | 0.78 | 28.0% |
| Equity (SPY) | 30.3% | 11.8% | 1.94 | 35.2% |
| Gold (GLD) | 37.5% | 26.7% | 1.17 | 4.0% |
| Commodities (DBC) | 39.6% | 18.8% | 1.63 | -13.9% |
| Real Estate (VNQ) | 12.5% | 13.1% | 0.64 | 24.6% |
| Bitcoin (BTCUSD) | -31.8% | 41.6% | -0.81 | 16.6% |
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Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with SGHT | |
|---|---|---|---|---|
| SGHT | -29.6% | 91.3% | 0.06 | - |
| Sector ETF (XLV) | 5.4% | 14.7% | 0.19 | 25.2% |
| Equity (SPY) | 14.3% | 17.0% | 0.66 | 33.4% |
| Gold (GLD) | 18.8% | 18.0% | 0.85 | 6.0% |
| Commodities (DBC) | 10.2% | 19.4% | 0.41 | 3.2% |
| Real Estate (VNQ) | 3.4% | 18.8% | 0.08 | 25.6% |
| Bitcoin (BTCUSD) | 14.6% | 54.6% | 0.46 | 14.6% |
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Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with SGHT | |
|---|---|---|---|---|
| SGHT | -16.1% | 91.3% | 0.06 | - |
| Sector ETF (XLV) | 9.9% | 16.5% | 0.49 | 25.2% |
| Equity (SPY) | 15.9% | 17.9% | 0.76 | 33.4% |
| Gold (GLD) | 13.3% | 16.0% | 0.69 | 6.0% |
| Commodities (DBC) | 7.3% | 17.9% | 0.33 | 3.2% |
| Real Estate (VNQ) | 5.7% | 20.7% | 0.24 | 25.6% |
| Bitcoin (BTCUSD) | 67.0% | 66.9% | 1.06 | 14.6% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Returns Analyses
Earnings Returns History
Updated 5/29/2026| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 5/6/2026 | 23.0% | 14.0% | |
| 3/4/2026 | -26.8% | -31.6% | -34.9% |
| 1/13/2026 | -7.8% | -15.8% | -25.4% |
| 11/6/2025 | 16.4% | 41.0% | 66.8% |
| 8/7/2025 | 19.4% | 19.7% | 3.9% |
| 5/8/2025 | 1.7% | 12.9% | 34.0% |
| 3/5/2025 | 2.9% | 11.2% | -7.9% |
| 1/14/2025 | -2.8% | -10.8% | -21.0% |
| ... | |||
| SUMMARY STATS | |||
| # Positive | 11 | 7 | 8 |
| # Negative | 12 | 16 | 14 |
| Median Positive | 7.6% | 19.7% | 30.1% |
| Median Negative | -7.1% | -8.1% | -21.0% |
| Max Positive | 34.9% | 41.0% | 66.8% |
| Max Negative | -26.8% | -31.6% | -44.1% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 03/31/2026 | 05/06/2026 | 10-Q |
| 12/31/2025 | 03/04/2026 | 10-K |
| 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 | 03/07/2025 | 10-K |
| 09/30/2024 | 11/07/2024 | 10-Q |
| 06/30/2024 | 08/02/2024 | 10-Q |
| 03/31/2024 | 05/06/2024 | 10-Q |
| 12/31/2023 | 03/13/2024 | 10-K |
| 09/30/2023 | 11/07/2023 | 10-Q |
| 06/30/2023 | 08/07/2023 | 10-Q |
| 03/31/2023 | 05/08/2023 | 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 |
Insider Activity
Updated 5/19/2026| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Bauerlein, Alison | Chief Operating Officer | Direct | Sell | 5192026 | 5.12 | 12,728 | 65,167 | 3,527,132 | Form |
| 2 | Rodberg, James | Chief Financial Officer | Direct | Sell | 4092026 | 3.55 | 7,231 | 25,670 | 819,833 | Form |
| 3 | Hayden, Jeremy B | Chief Legal Officer | Direct | Sell | 4092026 | 3.55 | 13,761 | 48,852 | 1,312,684 | Form |
| 4 | Bauerlein, Alison | Chief Operating Officer | Direct | Sell | 4032026 | 3.48 | 25,874 | 90,042 | 2,441,641 | Form |
| 5 | Badawi, David | Chief Technology Officer | Direct | Sell | 4032026 | 3.48 | 8,168 | 28,425 | 6,926,209 | 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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