SPAR (SGRP)
Market Price (4/22/2026): $0.5991 | Market Cap: $14.3 MilSector: Consumer Staples | Industry: Tobacco
SPAR (SGRP)
Market Price (4/22/2026): $0.5991Market Cap: $14.3 MilSector: Consumer StaplesIndustry: Tobacco
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
Low stock price volatilityVol 12M is 49% Megatrend and thematic driversMegatrends include Future of Retail. Themes include In-Store Merchandising & Execution, Field Marketing Services, and Retail Operations Optimization. | Weak multi-year price returns2Y Excs Rtn is -105%, 3Y Excs Rtn is -124% | Penny stockMkt Price is 0.6 Not profitable at operating income levelOp Inc LTMOperating Income, Last Twelve Months is -12 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -8.9% Debt is significantNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 167% Weak revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is -17%, Rev Chg QQuarterly Revenue Change % is -33% Not cash flow generativeCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is -14%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -16% 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 -176% Key risksSGRP key risks include [1] severe financial distress with a high probability of bankruptcy, Show more. |
| Low stock price volatilityVol 12M is 49% |
| Megatrend and thematic driversMegatrends include Future of Retail. Themes include In-Store Merchandising & Execution, Field Marketing Services, and Retail Operations Optimization. |
| Weak multi-year price returns2Y Excs Rtn is -105%, 3Y Excs Rtn is -124% |
| Penny stockMkt Price is 0.6 |
| Not profitable at operating income levelOp Inc LTMOperating Income, Last Twelve Months is -12 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -8.9% |
| Debt is significantNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 167% |
| Weak revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is -17%, Rev Chg QQuarterly Revenue Change % is -33% |
| Not cash flow generativeCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is -14%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -16% |
| 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 -176% |
| Key risksSGRP key risks include [1] severe financial distress with a high probability of bankruptcy, Show more. |
Qualitative Assessment
AI Analysis | Feedback
1. Significant Net and Operating Losses in Fiscal Year 2025.
SPAR Group reported a substantial operating loss of $16.9 million and a net loss of $24.6 million, translating to $1.04 per diluted share, for fiscal year 2025. This marked a significant increase from the prior year's losses.
2. Substantial Miss on Q4 2025 Earnings and Revenue Expectations.
The company's Q4 2025 earnings per share of -$0.39 dramatically missed the consensus estimate of $0.02 by $0.41. Additionally, quarterly revenue came in at $22.02 million, falling short of analysts' $40 million expectation by 45%.
Show more
Stock Movement Drivers
Fundamental Drivers
The -24.3% change in SGRP stock from 12/31/2025 to 4/21/2026 was primarily driven by a -17.3% change in the company's P/S Multiple.| (LTM values as of) | 12312025 | 4212026 | Change |
|---|---|---|---|
| Stock Price ($) | 0.79 | 0.60 | -24.3% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 147 | 136 | -7.5% |
| P/S Multiple | 0.1 | 0.1 | -17.3% |
| Shares Outstanding (Mil) | 24 | 24 | -1.1% |
| Cumulative Contribution | -24.3% |
Market Drivers
12/31/2025 to 4/21/2026| Return | Correlation | |
|---|---|---|
| SGRP | -24.3% | |
| Market (SPY) | -5.4% | 6.9% |
| Sector (XLP) | 5.4% | -4.0% |
Fundamental Drivers
The -41.9% change in SGRP stock from 9/30/2025 to 4/21/2026 was primarily driven by a -37.6% change in the company's P/S Multiple.| (LTM values as of) | 9302025 | 4212026 | Change |
|---|---|---|---|
| Stock Price ($) | 1.03 | 0.60 | -41.9% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 144 | 136 | -5.2% |
| P/S Multiple | 0.2 | 0.1 | -37.6% |
| Shares Outstanding (Mil) | 23 | 24 | -1.8% |
| Cumulative Contribution | -41.9% |
Market Drivers
9/30/2025 to 4/21/2026| Return | Correlation | |
|---|---|---|
| SGRP | -41.9% | |
| Market (SPY) | -2.9% | -4.7% |
| Sector (XLP) | 5.3% | -2.8% |
Fundamental Drivers
The -54.7% change in SGRP stock from 3/31/2025 to 4/21/2026 was primarily driven by a -743.7% change in the company's Total Revenues ($ Mil).| (LTM values as of) | 3312025 | 4212026 | Change |
|---|---|---|---|
| Stock Price ($) | 1.32 | 0.60 | -54.7% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | -21 | 136 | -743.7% |
| P/S Multiple | -1.5 | 0.1 | -107.2% |
| Shares Outstanding (Mil) | 23 | 24 | -2.0% |
| Cumulative Contribution | -54.7% |
Market Drivers
3/31/2025 to 4/21/2026| Return | Correlation | |
|---|---|---|
| SGRP | -54.7% | |
| Market (SPY) | 16.3% | 12.8% |
| Sector (XLP) | 2.4% | 5.3% |
Fundamental Drivers
The -53.6% change in SGRP stock from 3/31/2023 to 4/21/2026 was primarily driven by a -47.0% change in the company's Total Revenues ($ Mil).| (LTM values as of) | 3312023 | 4212026 | Change |
|---|---|---|---|
| Stock Price ($) | 1.29 | 0.60 | -53.6% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 257 | 136 | -47.0% |
| P/S Multiple | 0.1 | 0.1 | -5.9% |
| Shares Outstanding (Mil) | 22 | 24 | -7.0% |
| Cumulative Contribution | -53.6% |
Market Drivers
3/31/2023 to 4/21/2026| Return | Correlation | |
|---|---|---|
| SGRP | -53.6% | |
| Market (SPY) | 63.3% | 0.5% |
| Sector (XLP) | 18.2% | -2.5% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| SGRP Return | 7% | 6% | -22% | 92% | -59% | -24% | -48% |
| Peers Return | -27% | -35% | 15% | -18% | -26% | 32% | -56% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 4% | 89% |
Monthly Win Rates [3] | |||||||
| SGRP Win Rate | 42% | 42% | 42% | 42% | 33% | 25% | |
| Peers Win Rate | 42% | 36% | 61% | 42% | 42% | 58% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 50% | |
Max Drawdowns [4] | |||||||
| SGRP Max Drawdown | -8% | -16% | -32% | -4% | -60% | -35% | |
| Peers Max Drawdown | -39% | -47% | -38% | -23% | -42% | -38% | |
| S&P 500 Max Drawdown | -1% | -25% | -1% | -2% | -15% | -7% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: ADV, OMC, FLNT.
[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 4/21/2026 (YTD)
How Low Can It Go
| Event | SGRP | S&P 500 |
|---|---|---|
| 2022 Inflation Shock | ||
| % Loss | -60.3% | -25.4% |
| % Gain to Breakeven | 151.8% | 34.1% |
| Time to Breakeven | 223 days | 464 days |
| 2020 Covid Pandemic | ||
| % Loss | -54.8% | -33.9% |
| % Gain to Breakeven | 121.2% | 51.3% |
| Time to Breakeven | 303 days | 148 days |
| 2018 Correction | ||
| % Loss | -75.3% | -19.8% |
| % Gain to Breakeven | 304.1% | 24.7% |
| Time to Breakeven | 943 days | 120 days |
| 2008 Global Financial Crisis | ||
| % Loss | -77.2% | -56.8% |
| % Gain to Breakeven | 339.4% | 131.3% |
| Time to Breakeven | 870 days | 1,480 days |
Compare to ADV, OMC, FLNT
In The Past
SPAR's stock fell -60.3% during the 2022 Inflation Shock from a high on 7/26/2021. A -60.3% loss requires a 151.8% 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 SPAR (SGRP)
AI Analysis | Feedback
Here are 1-3 brief analogies to describe SPAR Group (SGRP):
- Think of SPAR Group as the 'Geek Squad for general retail operations,' providing on-site teams to major retailers and brands for everything from setting up product displays and managing inventory to store remodels and in-store assembly.
- It's like the 'in-store last-mile delivery' for products, similar to how UPS or FedEx transports goods, but SPAR Group ensures they are perfectly merchandised, assembled, and stocked on the shelves *inside* the retail store.
- Consider SPAR Group as the 'Foxconn for retail operational services,' acting as a major outsourced partner for brands and retailers to execute merchandising, in-store setup, and compliance tasks globally, much like Foxconn manufactures electronics for other companies.
AI Analysis | Feedback
- Retail Merchandising & Execution Services: Provides comprehensive in-store support including new product launches, promotional merchandising, store resets, inventory control, and general product support for retailers and manufacturers.
- Product Assembly Services: Offers in-store, in-home, and in-office assembly of furniture, grills, and other products for retailers and their customers.
- Retail Staffing Solutions: Supplies experienced personnel for retail locations and distribution centers to retailers and consumer goods manufacturers.
- Retail Audit & Data Services: Conducts retail compliance and price audits, verifies promotions and branding, and gathers competitive price intelligence to ensure accuracy and consistency.
AI Analysis | Feedback
SPAR Group, Inc. (SGRP) primarily sells its services to other businesses (B2B) rather than directly to individuals. The company provides merchandising, brand marketing, and various in-store and supply chain services to a broad range of clients.
Based on the provided information, SPAR's major customers fall into the following categories:
- Retailers: This extensive category includes grocery and drug stores, discount stores, dollar stores, convenience stores, cash and carry outlets, home improvement stores, consumer electronics stores, automotive stores, office supply stores, pharmacies, and mass merchandisers.
- Manufacturers: Companies that produce consumer goods and require merchandising, brand marketing, and in-store support for their products.
- Distributors: Businesses involved in the supply chain that require support for product movement, inventory control, and retail execution.
Specific names of individual customer companies are not provided in the background information.
AI Analysis | Feedback
null
AI Analysis | Feedback
William Linnane, President and Chief Executive Officer
William Linnane was appointed permanent Chief Executive Officer of SPAR Group, Inc. on November 14, 2025, after serving as President and Interim CEO earlier in the year. He also joined the company's Board of Directors. Linnane has a track record of meeting revenue goals and maintaining expense discipline, and has held other executive roles at SPAR. He has expressed his commitment to transforming retail innovation into measurable results and building a leaner, more profitable business.
Steven Hennen, Chief Financial Officer
Steven Hennen was appointed Chief Financial Officer of SPAR Group, Inc., effective December 8, 2025. He brings over 25 years of finance and operational leadership experience. Hennen most recently served as President and CFO of Baker & Taylor, a multi-hundred-million-dollar revenue company, where he managed global finance and operations. His background includes finance and M&A roles at Red Ventures, a digital marketing company, where he participated in significant accretive M&A activity. He also held CFO and senior leadership roles for DyStar, Color Solutions International, Boehme Filatex, and Technimark. Hennen began his career with KPMG, LLP, advancing to Audit Manager, and earned a Bachelor of Science in Accounting from Marquette University.
James Gillis, Executive Chairman of the Board of Directors
James Gillis serves as the Executive Chairman of SPAR Group's Board of Directors. He expressed confidence in the current leadership team to accelerate growth and deliver results for clients and shareholders.
Josh Jewett, Chief Technology Officer
Josh Jewett was appointed Chief Technology Officer of SPAR Group, Inc. He is described as a retail industry technology expert with Fortune 500 CIO experience and leads SPAR's digital transformation initiatives. Jewett reports to William Linnane.
AI Analysis | Feedback
The key risks to SPAR Group, Inc. (SGRP) include its financial health and regulatory compliance, the inherent challenges of its low-margin business model, and difficulties with international operations and IT system implementations.
1. Financial Distress and Regulatory Non-Compliance
SPAR Group faces significant financial challenges, including reported GAAP Net Losses and declining revenue, which indicate operational inefficiencies and potential distress. Critically, the company has encountered repeated issues with Nasdaq Listing Rules, specifically concerning late SEC filings, posing a risk of delisting. Furthermore, material weaknesses in internal control over financial reporting have been identified, leading to restatements of financial statements, which underscores underlying operational and financial management difficulties.
2. Low-Margin, People-Centric Business Model with Revenue Concentration
The company operates in a low-margin, people-centric service industry, making it highly susceptible to persistent wage inflation, which can squeeze already thin gross margins. A significant risk also stems from revenue concentration, where a substantial portion of the business relies on a few large, long-standing retail clients. The ongoing consolidation within the retail sector amplifies this threat, as the loss of a single major contract could have a catastrophic impact on SPAR Group's financial stability.
3. Challenges with International Operations and IT System Implementations
SPAR Group has experienced difficulties in the integration and performance of its acquired international operations, particularly in regions like Switzerland and previously Poland (which the company planned to divest). Domestically, the company faced considerable challenges with the implementation of a new SAP enterprise resource planning system in South Africa, resulting in significant costs, operational disruptions, and a temporary loss of retailer loyalty.
AI Analysis | Feedback
The clear emerging threat to SPAR Group, Inc. is the increasing adoption of **automation, robotics, and AI-powered monitoring systems** within retail environments. Many of SPAR's core services, such as inventory control, planogram compliance, price auditing, and out-of-stock detection, are labor-intensive tasks performed by human merchandisers and auditors. Retailers are increasingly investing in technologies like inventory robots that scan shelves, AI-powered cameras that monitor product placement and displays, and smart shelf systems that track stock levels in real-time. These technologies offer the potential for more efficient, accurate, and cost-effective execution of tasks currently performed by SPAR, thereby reducing the demand for their traditional human-based merchandising, auditing, and compliance services.
AI Analysis | Feedback
Addressable Markets for SPAR Group, Inc. (SGRP) Main Products and Services
SPAR Group, Inc. offers a range of merchandising, assembly, and compliance services. The addressable markets for its main products and services are sized as follows:- Merchandising and Brand Marketing Services:
- The global Field Marketing Market, which includes merchandising and in-store demonstrations, was valued at USD 1.54 billion in 2025 and is projected to reach USD 3.57 billion by 2034, growing at a Compound Annual Growth Rate (CAGR) of 9.79% from 2025 to 2034. North America accounts for more than 35% of the global market share in field marketing.
- Assembly Services (furniture, grills, and other products):
- The global Furniture Assembly Services Market was valued at approximately USD 8.5 billion in 2023 and is projected to reach USD 14.2 billion by 2032, with a CAGR of 5.8%. The U.S. Furniture Assembly Services Market was valued at $385 million in 2025.
- Retailer Specific Services (in-store services including new store openings, resets, and remodels):
- The U.S. Retail Service Market was valued at USD 15.14 billion in 2024 and is projected to reach USD 31.61 billion by 2032, exhibiting a CAGR of 9.64% during the forecast period of 2025 to 2032.
- Retail Compliance and Price Audit Services, and Competitive Price Intelligence Gathering:
- The global Auditing Services Market was valued at USD 233.95 billion in 2025 and is projected to grow to USD 338.28 billion by 2034, with a CAGR of 4.20%. Specifically for the United States, the auditing services market size is estimated at USD 51.88 billion in 2025, growing to USD 53.55 billion in 2026, and is projected to reach USD 62.81 billion by 2031, at a CAGR of 3.23% from 2026 to 2031.
- The global Price Intelligence Market reached USD 1.82 billion in 2024 and is projected to grow at a CAGR of 16.5% from 2025 to 2033, reaching USD 8.09 billion by 2033. The North American price intelligence market accounted for approximately USD 690 million, or 38% of global revenue, in 2024.
AI Analysis | Feedback
SPAR Group, Inc. (SGRP) is expected to drive future revenue growth over the next two to three years through several key initiatives and market trends, primarily within its North American operations.
-
Continued Recovery and Expansion of Retail Remodel and Transformation Services: The company anticipates robust growth from its retail remodel and transformation services, particularly in the United States and Canada. This growth is fueled by pent-up demand from retailers, who had previously delayed store transformation investments, and by existing clients expanding their project scopes for store repurposing and enhancements.
-
Growth and Market Share Expansion in Core Merchandising Services: SPAR Group expects to achieve ongoing growth and increase its market share in its core merchandising services within North America. This is identified as a strategic imperative for 2026, with a focus on higher-margin merchandising services for retailers and consumer packaged goods clients.
-
Leveraging Technology and Artificial Intelligence (AI): SPAR Group is accelerating its adoption of technology and AI to enhance its go-to-market strategy, aiming for innovation and competitive differentiation. This includes investments in new Enterprise Resource Planning (ERP) systems and the development of a "SPAR Accelerate" business, which is an in-house data science and engineering capability designed to translate raw data into actionable insights for market-leading services.
-
New Client Acquisition and Expansion of Existing Client Relationships: The company is focused on acquiring new clients, particularly within its remodel services segment, and expanding the scope of projects with existing clients. This strategy is expected to contribute to revenue growth within its concentrated North American markets.
AI Analysis | Feedback
Share Repurchases
- On March 28, 2024, SPAR Group, Inc.'s Board of Directors authorized a stock repurchase program for up to 2,500,000 shares of common stock, to be executed over a one-year period.
Share Issuance
- An investor group acquired 220,000 SPAR shares for $2.00 per share, totaling $440,000, in a private transaction from treasury on August 26, 2025.
- In late 2025, executives including the CFO, CTO, and CEO made share purchases: the CFO bought 55,000 shares, the CTO bought 125,000 shares, and the CEO acquired 173,000 shares.
Inbound Investments
- An investor group of high-net-worth individuals invested $440,000 in cash to acquire 220,000 SPAR shares from the company's treasury on August 26, 2025.
- A previously announced merger agreement with Highwire Capital was terminated on May 23, 2025, due to Highwire's failure to complete the transaction.
Outbound Investments
- During 2024, SPAR Group, Inc. exited non-core international markets, including Mexico, Brazil, South Africa, China, Japan, and India.
- The company divested its stake in the Australian joint venture, effective December 31, 2023.
Capital Expenditures
- For the year ended December 31, 2021, capital expenditures, including capitalized software, amounted to $1.7 million.
- In the first quarter of 2022, capital expenditures, including capitalized software, totaled $478 thousand.
- In a recent unspecified quarter, capital expenditures were $1.1 million.
Trade Ideas
Select ideas related to SGRP.
| Date | Ticker | Company | Category | Trade Strategy | 6M Fwd Rtn | 12M Fwd Rtn | 12M Max DD |
|---|---|---|---|---|---|---|---|
| 03272026 | MZTI | Marzetti | 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 | 0.9% | 0.9% | 0.0% |
| 03272026 | TAP | Molson Coors Beverage | 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 | -0.8% | -0.8% | -1.1% |
| 03202026 | KHC | Kraft Heinz | 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 | 4.3% | 4.3% | -1.7% |
| 03202026 | KMB | Kimberly-Clark | 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 | -1.8% | -1.8% | -1.9% |
| 03202026 | MKC | McCormick | Dip Buy | DB | P/E OPMDip Buy with Low PE and High MarginBuying dips for companies with tame PE and meaningfully high operating margin | -5.2% | -5.2% | -5.2% |
Research & Analysis
Invest in Strategies
Wealth Management
Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 17.98 |
| Mkt Cap | 0.3 |
| Rev LTM | 1,876 |
| Op Inc LTM | 2 |
| FCF LTM | 0 |
| FCF 3Y Avg | 36 |
| CFO LTM | 30 |
| CFO 3Y Avg | 63 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | -8.7% |
| Rev Chg 3Y Avg | 2.9% |
| Rev Chg Q | -0.5% |
| QoQ Delta Rev Chg LTM | -0.3% |
| Op Inc Chg LTM | -39.0% |
| Op Inc Chg 3Y Avg | -79.5% |
| Op Mgn LTM | -4.2% |
| Op Mgn 3Y Avg | -1.2% |
| QoQ Delta Op Mgn LTM | -3.5% |
| CFO/Rev LTM | 0.5% |
| CFO/Rev 3Y Avg | 1.8% |
| FCF/Rev LTM | -1.8% |
| FCF/Rev 3Y Avg | 0.2% |
Valuation
| Median | |
|---|---|
| Name | |
| Mkt Cap | 0.3 |
| P/S | 0.3 |
| P/Op Inc | 12.6 |
| P/EBIT | -2.1 |
| P/E | -2.9 |
| P/CFO | 2.7 |
| Total Yield | -39.8% |
| Dividend Yield | 0.0% |
| FCF Yield 3Y Avg | -2.6% |
| D/E | 1.2 |
| Net D/E | 1.0 |
Returns
| Median | |
|---|---|
| Name | |
| 1M Rtn | -3.1% |
| 3M Rtn | 7.6% |
| 6M Rtn | -4.6% |
| 12M Rtn | 9.1% |
| 3Y Rtn | -15.5% |
| 1M Excs Rtn | -11.6% |
| 3M Excs Rtn | 3.7% |
| 6M Excs Rtn | -7.2% |
| 12M Excs Rtn | -25.1% |
| 3Y Excs Rtn | -89.6% |
Price Behavior
| Market Price | $0.60 | |
| Market Cap ($ Bil) | 0.0 | |
| First Trading Date | 03/04/1996 | |
| Distance from 52W High | -54.3% | |
| 50 Days | 200 Days | |
| DMA Price | $0.71 | $0.93 |
| DMA Trend | down | down |
| Distance from DMA | -15.3% | -35.6% |
| 3M | 1YR | |
| Volatility | 49.7% | 48.7% |
| Downside Capture | 0.68 | 0.35 |
| Upside Capture | -23.73 | -18.37 |
| Correlation (SPY) | 1.0% | 6.8% |
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | -0.63 | -0.02 | 0.14 | -0.15 | 0.30 | 0.02 |
| Up Beta | -2.19 | -0.65 | -1.43 | -0.68 | 0.20 | -0.05 |
| Down Beta | 0.50 | 0.22 | 0.03 | -0.37 | 0.48 | -0.19 |
| Up Capture | -159% | -25% | 39% | -35% | -9% | 2% |
| Bmk +ve Days | 7 | 16 | 27 | 65 | 139 | 424 |
| Stock +ve Days | 9 | 16 | 24 | 49 | 97 | 301 |
| Down Capture | 7% | 45% | 66% | 59% | 72% | 61% |
| Bmk -ve Days | 12 | 23 | 33 | 58 | 110 | 323 |
| Stock -ve Days | 13 | 22 | 35 | 69 | 133 | 379 |
[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 SGRP | |
|---|---|---|---|---|
| SGRP | -42.2% | 48.5% | -0.98 | - |
| Sector ETF (XLP) | 2.2% | 12.5% | -0.10 | 1.8% |
| Equity (SPY) | 23.7% | 12.7% | 1.52 | 6.8% |
| Gold (GLD) | 41.4% | 27.5% | 1.25 | 0.8% |
| Commodities (DBC) | 22.4% | 16.2% | 1.25 | 3.0% |
| Real Estate (VNQ) | 14.2% | 13.8% | 0.72 | -0.4% |
| Bitcoin (BTCUSD) | -10.4% | 42.7% | -0.14 | 5.8% |
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 SGRP | |
|---|---|---|---|---|
| SGRP | -17.8% | 66.1% | -0.05 | - |
| Sector ETF (XLP) | 6.2% | 13.2% | 0.25 | 4.2% |
| Equity (SPY) | 10.8% | 17.1% | 0.49 | 10.5% |
| Gold (GLD) | 21.6% | 17.8% | 0.99 | 2.2% |
| Commodities (DBC) | 10.9% | 18.8% | 0.47 | 6.5% |
| Real Estate (VNQ) | 4.1% | 18.8% | 0.12 | 6.3% |
| Bitcoin (BTCUSD) | 3.8% | 56.4% | 0.29 | 8.4% |
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 SGRP | |
|---|---|---|---|---|
| SGRP | -4.5% | 71.3% | 0.23 | - |
| Sector ETF (XLP) | 7.1% | 14.7% | 0.36 | 7.7% |
| Equity (SPY) | 13.9% | 17.9% | 0.67 | 12.6% |
| Gold (GLD) | 13.7% | 15.9% | 0.71 | 2.0% |
| Commodities (DBC) | 8.2% | 17.6% | 0.39 | 6.3% |
| Real Estate (VNQ) | 5.4% | 20.7% | 0.23 | 9.7% |
| Bitcoin (BTCUSD) | 68.0% | 66.9% | 1.07 | 7.6% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Earnings Returns History
Expand for More| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 3/31/2026 | -8.1% | -15.8% | |
| 11/18/2025 | 0.4% | -7.2% | -21.7% |
| 7/21/2025 | -5.0% | -5.8% | -7.4% |
| 8/15/2024 | 3.9% | -9.9% | 32.6% |
| 4/2/2024 | 9.6% | 44.4% | 32.6% |
| 11/14/2023 | -2.0% | -8.9% | -6.9% |
| 8/16/2023 | 2.4% | -3.5% | -19.1% |
| 4/18/2023 | 0.0% | -5.2% | -27.0% |
| ... | |||
| SUMMARY STATS | |||
| # Positive | 7 | 2 | 4 |
| # Negative | 5 | 10 | 7 |
| Median Positive | 0.4% | 31.6% | 21.4% |
| Median Negative | -4.4% | -6.6% | -9.0% |
| Max Positive | 9.6% | 44.4% | 32.6% |
| Max Negative | -8.1% | -15.8% | -27.0% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 12/31/2025 | 03/31/2026 | 10-K |
| 09/30/2025 | 11/14/2025 | 10-Q |
| 06/30/2025 | 08/14/2025 | 10-Q |
| 03/31/2025 | 07/17/2025 | 10-Q |
| 12/31/2024 | 05/16/2025 | 10-K |
| 09/30/2024 | 11/14/2024 | 10-Q |
| 06/30/2024 | 08/14/2024 | 10-Q |
| 03/31/2024 | 05/15/2024 | 10-Q |
| 12/31/2023 | 04/01/2024 | 10-K |
| 09/30/2023 | 11/14/2023 | 10-Q |
| 06/30/2023 | 08/14/2023 | 10-Q |
| 03/31/2023 | 05/22/2023 | 10-Q |
| 12/31/2022 | 04/17/2023 | 10-K |
| 09/30/2022 | 11/14/2022 | 10-Q |
| 06/30/2022 | 08/15/2022 | 10-Q |
| 03/31/2022 | 05/16/2022 | 10-Q |
Recent Forward Guidance [BETA]
Latest: Q4 2025 Earnings Reported 3/31/2026
| Forward Guidance | Guidance Change | ||||||
|---|---|---|---|---|---|---|---|
| Metric | Low | Mid | High | % Chg | % Delta | Change | Prior |
| 2026 Net Sales | 143.00 Mil | 147.00 Mil | 151.00 Mil | 8.0% | Higher New | Actual: 136.10 Mil for 2025 | |
| 2026 Gross Margins | 20.5% | 21.5% | 22.5% | 35.2% | 5.6% | Higher New | Actual: 15.9% for 2025 |
| 2026 SG&A, excl unusual items | 25.50 Mil | 26.00 Mil | 26.50 Mil | -19.2% | Lower New | Actual: 32.20 Mil for 2025 | |
Prior: Q3 2025 Earnings Reported 11/18/2025
| Forward Guidance | Guidance Change | ||||||
|---|---|---|---|---|---|---|---|
| Metric | Low | Mid | High | % Chg | % Delta | Change | Prior |
| Q4 2025 SG&A Expenses | 6.50 Mil | Higher New | |||||
Insider Activity
Expand for More| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Hennen, Steven Michael | Chief Financial Officer | Direct | Buy | 12302025 | 0.78 | 55,000 | 42,900 | 42,900 | Form |
| 2 | Linnane, William | President | Direct | Buy | 11042025 | 1.02 | 173,000 | 176,460 | 194,727 | Form |
| 3 | Brown, Robert G/ | Direct | Sell | 9292025 | 1.07 | 10,000 | 10,700 | 3,093,893 | Form | |
| 4 | Brown, Robert G/ | Direct | Sell | 5132025 | 1.05 | 6,000 | 6,300 | 2,569,491 | Form | |
| 5 | Brown, Robert G/ | Direct | Buy | 4222025 | 1.09 | 1,000 | 1,090 | 2,673,916 | Form |
External Quote Links
| Y Finance | Barrons |
| TradingView | Morningstar |
| SeekingAlpha | ValueLine |
| Motley Fool | Robinhood |
| CNBC | Etrade |
| MarketWatch | Unusual Whales |
| YCharts | Perplexity Finance |
| FinViz |
Prefer one of these to Trefis? Tell us why.