Signet Jewelers (SIG)
Market Price (12/25/2025): $87.05 | Market Cap: $3.6 BilSector: Consumer Discretionary | Industry: Specialty Stores
Signet Jewelers (SIG)
Market Price (12/25/2025): $87.05Market Cap: $3.6 BilSector: Consumer DiscretionaryIndustry: Specialty Stores
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%, FCF Yield is 17% | Weak multi-year price returns2Y Excs Rtn is -61%, 3Y Excs Rtn is -40% | Weak revenue growthRev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -5.1% |
| Attractive cash flow generationCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 11% | Meaningful short interestShort Interest % of Basic SharesShort Interest % of Basic Shares = (Short Interest Quantity) / (Basic Shares Outstanding). A high fraction of short interest can indicate potential risk of a short squeeze. is 13% | Key risksSIG key risks include [1] eroding merchandise margins due to the consumer shift toward cheaper lab-grown diamonds and [2] a noted "engagement trough" specifically depressing its crucial bridal sales category. |
| Megatrend and thematic driversMegatrends include E-commerce & Digital Retail, Experience Economy & Premiumization, and Sustainable Consumption. Themes include Direct-to-Consumer Brands, 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%, FCF Yield is 17% |
| Attractive cash flow generationCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 11% |
| Megatrend and thematic driversMegatrends include E-commerce & Digital Retail, Experience Economy & Premiumization, and Sustainable Consumption. Themes include Direct-to-Consumer Brands, Show more. |
| Weak multi-year price returns2Y Excs Rtn is -61%, 3Y Excs Rtn is -40% |
| Meaningful short interestShort Interest % of Basic SharesShort Interest % of Basic Shares = (Short Interest Quantity) / (Basic Shares Outstanding). A high fraction of short interest can indicate potential risk of a short squeeze. is 13% |
| Weak revenue growthRev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -5.1% |
| Key risksSIG key risks include [1] eroding merchandise margins due to the consumer shift toward cheaper lab-grown diamonds and [2] a noted "engagement trough" specifically depressing its crucial bridal sales category. |
Why The Stock Moved
Qualitative Assessment
AI Analysis | Feedback
Here are the key points for the movement of Signet Jewelers (SIG) stock from approximately August 31, 2025, to December 25, 2025: 1. Signet Jewelers' stock experienced a notable decline of 4% on December 2, 2025, following the announcement of its Third Quarter Fiscal 2026 results. This occurred despite the company beating earnings and revenue forecasts, as investor sentiment was tempered by conservative guidance that remained within previous ranges.2. A cautious holiday outlook and softening consumer traffic contributed to negative sentiment. On December 4, 2025, Signet Jewelers conveyed a careful tone for the upcoming holiday season, citing external pressures and soft consumer sentiment. Additionally, analysts noted a softening in traffic from late October through November, particularly among lower- to middle-income shoppers, which impacted expectations.
Show more
Stock Movement Drivers
Fundamental Drivers
The -9.8% change in SIG stock from 9/24/2025 to 12/24/2025 was primarily driven by a -18.5% change in the company's P/E Multiple.| 9242025 | 12242025 | Change | |
|---|---|---|---|
| Stock Price ($) | 96.45 | 87.01 | -9.79% |
| Change Contribution By | LTM | LTM | |
| Total Revenues ($ Mil) | 6778.70 | 6821.10 | 0.63% |
| Net Income Margin (%) | 1.95% | 2.13% | 9.17% |
| P/E Multiple | 30.03 | 24.48 | -18.48% |
| Shares Outstanding (Mil) | 41.10 | 40.80 | 0.73% |
| Cumulative Contribution | -9.80% |
Market Drivers
9/24/2025 to 12/24/2025| Return | Correlation | |
|---|---|---|
| SIG | -9.8% | |
| Market (SPY) | 4.4% | 51.0% |
| Sector (XLY) | 2.3% | 40.7% |
Fundamental Drivers
The 10.1% change in SIG stock from 6/25/2025 to 12/24/2025 was primarily driven by a 236.1% change in the company's Net Income Margin (%).| 6252025 | 12242025 | Change | |
|---|---|---|---|
| Stock Price ($) | 79.03 | 87.01 | 10.09% |
| Change Contribution By | LTM | LTM | |
| Total Revenues ($ Mil) | 6734.60 | 6821.10 | 1.28% |
| Net Income Margin (%) | 0.63% | 2.13% | 236.06% |
| P/E Multiple | 78.85 | 24.48 | -68.95% |
| Shares Outstanding (Mil) | 42.50 | 40.80 | 4.00% |
| Cumulative Contribution | 9.92% |
Market Drivers
6/25/2025 to 12/24/2025| Return | Correlation | |
|---|---|---|
| SIG | 10.1% | |
| Market (SPY) | 14.0% | 45.0% |
| Sector (XLY) | 15.3% | 45.4% |
Fundamental Drivers
The 9.0% change in SIG stock from 12/24/2024 to 12/24/2025 was primarily driven by a 309.9% change in the company's P/E Multiple.| 12242024 | 12242025 | Change | |
|---|---|---|---|
| Stock Price ($) | 79.83 | 87.01 | 8.99% |
| Change Contribution By | LTM | LTM | |
| Total Revenues ($ Mil) | 6848.80 | 6821.10 | -0.40% |
| Net Income Margin (%) | 8.57% | 2.13% | -75.19% |
| P/E Multiple | 5.97 | 24.48 | 309.93% |
| Shares Outstanding (Mil) | 43.90 | 40.80 | 7.06% |
| Cumulative Contribution | 8.45% |
Market Drivers
12/24/2024 to 12/24/2025| Return | Correlation | |
|---|---|---|
| SIG | 9.0% | |
| Market (SPY) | 15.8% | 52.0% |
| Sector (XLY) | 5.3% | 54.4% |
Fundamental Drivers
The 33.2% change in SIG stock from 12/25/2022 to 12/24/2025 was primarily driven by a 236.4% change in the company's P/E Multiple.| 12252022 | 12242025 | Change | |
|---|---|---|---|
| Stock Price ($) | 65.31 | 87.01 | 33.22% |
| Change Contribution By | LTM | LTM | |
| Total Revenues ($ Mil) | 7987.20 | 6821.10 | -14.60% |
| Net Income Margin (%) | 5.18% | 2.13% | -58.96% |
| P/E Multiple | 7.28 | 24.48 | 236.39% |
| Shares Outstanding (Mil) | 46.10 | 40.80 | 11.50% |
| Cumulative Contribution | 31.46% |
Market Drivers
12/25/2023 to 12/24/2025| Return | Correlation | |
|---|---|---|
| SIG | -13.5% | |
| Market (SPY) | 48.9% | 46.2% |
| Sector (XLY) | 38.7% | 46.6% |
Price Returns Compared
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| SIG Return | 27% | 221% | -21% | 60% | -24% | 8% | 324% |
| Peers Return | -3% | 56% | -29% | 14% | 1% | 50% | 87% |
| S&P 500 Return | 16% | 27% | -19% | 24% | 23% | 18% | 115% |
Monthly Win Rates [3] | |||||||
| SIG Win Rate | 67% | 75% | 42% | 50% | 33% | 67% | |
| Peers Win Rate | 50% | 63% | 43% | 52% | 47% | 55% | |
| S&P 500 Win Rate | 58% | 75% | 42% | 67% | 75% | 73% | |
Max Drawdowns [4] | |||||||
| SIG Max Drawdown | -73% | 0% | -42% | -15% | -32% | -42% | |
| Peers Max Drawdown | -71% | -2% | -46% | -33% | -36% | -33% | |
| S&P 500 Max Drawdown | -31% | -1% | -25% | -1% | -2% | -15% | |
[1] Cumulative total returns since the beginning of 2020
[2] Peers: MOV, FOSL, TPR, CPRI, GIII.
[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] 2025 data is for the year up to 12/24/2025 (YTD)
How Low Can It Go
| Event | SIG | S&P 500 |
|---|---|---|
| 2022 Inflation Shock | ||
| % Loss | -54.2% | -25.4% |
| % Gain to Breakeven | 118.5% | 34.1% |
| Time to Breakeven | Not Fully Recovered days | 464 days |
| 2020 Covid Pandemic | ||
| % Loss | -80.6% | -33.9% |
| % Gain to Breakeven | 415.9% | 51.3% |
| Time to Breakeven | 245 days | 148 days |
| 2018 Correction | ||
| % Loss | -88.5% | -19.8% |
| % Gain to Breakeven | 768.6% | 24.7% |
| Time to Breakeven | 789 days | 120 days |
| 2008 Global Financial Crisis | ||
| % Loss | -88.3% | -56.8% |
| % Gain to Breakeven | 752.1% | 131.3% |
| Time to Breakeven | 1,361 days | 1,480 days |
Compare to CPNG, PSMT, EZPW, BNED, DKS
In The Past
Signet Jewelers's stock fell -54.2% during the 2022 Inflation Shock from a high on 11/18/2021. A -54.2% loss requires a 118.5% gain to breakeven.
Preserve Wealth
Limiting losses and compounding gains is essential to preserving wealth over time.
Asset Allocation
Actively managed asset allocation strategies protect wealth. Learn more.
AI Analysis | Feedback
Here are 1-3 brief analogies for Signet Jewelers:
- Signet is like the Best Buy for jewelry.
- Signet is like the Gap Inc. for jewelry.
AI Analysis | Feedback
- Diamond Jewelry: Primarily engagement rings, wedding bands, and other diamond-adorned pieces.
- Gemstone Jewelry: Pieces featuring a variety of precious and semi-precious gemstones.
- Fine Metal Jewelry: Jewelry crafted from gold, silver, and platinum.
- Watches: A selection of timepieces from various brands.
- Jewelry Repair and Services: Services including cleaning, repairs, and custom jewelry design.
AI Analysis | Feedback
Signet Jewelers (symbol: SIG) primarily sells its products directly to **individuals** through its extensive network of retail stores and e-commerce platforms. It serves up to three categories of customers: 1. **Customers celebrating major life events and special occasions:** This includes individuals purchasing jewelry for engagements, weddings, anniversaries, birthdays, graduations, and other significant milestones. These customers often seek items like engagement rings, wedding bands, and commemorative gifts, often from brands like Kay Jewelers, Zales, and Jared. 2. **Customers seeking everyday fashion jewelry and personal adornment:** This segment includes individuals making self-purchases or buying gifts for less monumental occasions. Their purchases are often driven by current fashion trends, personal style, and more accessible price points, for items like fashion rings, necklaces, earrings, and bracelets. 3. **Customers looking for premium, customized, or high-value fine jewelry:** This category encompasses individuals seeking higher-quality diamonds, bespoke designs, or a more personalized and extensive shopping experience. These customers might be looking for custom engagement rings, larger fine jewelry pieces, or a more curated selection, often served by brands like JamesAllen.com and Diamonds Direct.AI Analysis | Feedback
null
AI Analysis | Feedback
J.K. Symancyk
Chief Executive Officer
J.K. Symancyk assumed the role of Chief Executive Officer of Signet Jewelers on November 4, 2024. He brings over 30 years of retail industry experience from large-scale organizations. Prior to joining Signet, Symancyk served for six years as CEO of PetSmart, Inc., where he oversaw a growth plan that included proprietary brand development, services expansion, loyalty program creation, and enhancements to digital and supply chain capabilities. PetSmart was acquired by private equity firm BC Partners in 2015, and Symancyk managed the company while it was private equity-backed. Before PetSmart, he was CEO of Academy Sports + Outdoors from 2015 to 2018. His career also includes roles of increasing responsibility at Meijer from 2006 to 2015 and 12 years at Walmart, where he was a Divisional Merchandise Manager for Sam's Club. He currently serves on the Board of Directors of Bath & Body Works, Inc.
Joan Hilson
Chief Operating and Financial Officer
Joan Hilson is the Chief Operating and Financial Officer of Signet Jewelers, a position she was promoted to after joining as CFO in April 2019. She has over 35 years of experience in retail corporate finance leadership. Hilson's extensive background includes serving as Chief Financial and Operating Officer of David's Bridal from 2014 to 2019, CFO of American Eagle Outfitters from 2005 to 2012, and CFO of the Victoria's Secret stores division at Limited Brands. Earlier in her career, from 1985 to 1992, she was the Controller of Sterling Jewelers, which later became Signet Jewelers, during a period when the company grew from 100 to approximately 1,000 stores. She also serves on the board of Advance Auto Parts.
Karen Cho
Chief People Officer
Karen Cho oversees the team member experience for Signet's global workforce of over 25,000. She brings more than 30 years of retail experience, encompassing merchant, operations, and human resources roles. Prior to Signet, Cho served as Chief Human Resources Officer for Designer Brands for ten years and contributed to building Apple's retail organization as a Merchant.
Stacee Johnson-Williams
Chief Merchandise Operations and Sourcing Officer
Stacee Johnson-Williams leads Signet's central sourcing and core merchandising team. She has held various leadership roles within Signet since joining in 2011, including interim President of Kay Jewelers and Peoples Jewellers, President of Banter by Piercing Pagoda, and Managing Director of Peoples Jewellers.
Julie Yoakum
President, Kay Jewelers and Peoples Jewellers
Julie Yoakum was appointed President of Kay Jewelers and Peoples Jewellers, bringing over 30 years of experience in the jewelry and apparel industries. Her background includes serving as President and Chief Brand Merchant Officer at Helzberg Diamonds, where she was responsible for product development, sourcing, quality assurance, distribution, and digital transformation.
AI Analysis | Feedback
Signet Jewelers (SIG) faces several key risks to its business, primarily stemming from evolving consumer preferences, macroeconomic conditions, and the increasing threat of cyberattacks.- Competition from Lab-Grown Diamonds and Shifting Consumer Preferences: The proliferation and increasing acceptance of lab-grown diamonds pose a significant threat to Signet's business model. Lab-grown diamonds are chemically and visually identical to mined diamonds but are significantly cheaper. This trend is accelerating, with younger generations increasingly preferring lab-grown diamonds due to better value and ethical sourcing considerations. This shift can lead to a devaluation of both mined and lab-grown diamond prices, which could negatively impact Signet's revenue, merchandise margins, and overall operating results.
- General Economic Conditions and Consumer Discretionary Spending: As a retailer of discretionary luxury items, Signet Jewelers is highly susceptible to broader economic conditions and consumer spending habits. Factors such as inflationary pressures, higher interest rates, and slower economic growth can dampen consumer demand for jewelry, particularly larger purchases. A decline in consumer spending, especially during periods of economic uncertainty, directly affects Signet's sales and financial performance. The company has also noted an "engagement trough" which has specifically impacted bridal sales, a significant portion of their merchandise.
- Cybersecurity Threats and Data Breaches: Signet recognizes cybersecurity as a critical risk to its business operations. The company faces ongoing threats from cybersecurity incidents, including data breaches, which could originate from its own systems or those of third-party service providers it relies upon. Such security incidents have the potential to materially adversely affect Signet's business, financial condition, results of operations, cash flows, and reputation, despite the company's efforts to implement robust cyber risk management programs.
AI Analysis | Feedback
Emerging Threats for Signet Jewelers (SIG):
-
The rapid growth and increasing consumer acceptance of lab-grown diamonds pose a significant emerging threat.
These diamonds are chemically, physically, and optically identical to mined diamonds but are typically sold at a considerably lower price point. This trend directly challenges the perceived value, scarcity, and pricing power of traditional natural diamonds, which form the core of Signet's historical business.
While Signet has begun to incorporate lab-grown diamonds into its offerings (e.g., through brands like Kay Jewelers and Blue Nile/James Allen), the accelerating shift in consumer preference towards these more affordable and often ethically perceived alternatives could lead to margin compression across the industry and a fundamental re-evaluation of diamond jewelry's value proposition.
AI Analysis | Feedback
Signet Jewelers (symbol: SIG) primarily operates within the broader jewelry market, with a significant focus on diamond jewelry, watches, and related services, encompassing both fine and fashion jewelry.
Addressable Markets:
- Global Jewelry Market: The global jewelry market size was estimated at approximately USD 366.79 billion in 2024.
- U.S. Jewelry Market: The addressable market size for jewelry in the United States reached approximately USD 76.6 billion in 2024.
- U.S. Diamond Jewelry Market: The U.S. diamond jewelry market generated a revenue of approximately USD 46.09 billion in 2023.
- U.S. Lab-Grown Diamond Jewelry Market: The luxury lab-grown diamond jewelry market in the United States was approximately USD 1.51 billion in 2024, with projections to reach USD 2.31 billion by 2032.
- U.S. Costume Jewelry Market: The United States costume jewelry market was valued at approximately USD 9.23 billion in 2024.
AI Analysis | Feedback
Signet Jewelers (SIG) is focusing on several key initiatives to drive future revenue growth over the next two to three years, primarily under its "Grow Brand Love" strategy.
-
Strengthening Core Brands: Signet is prioritizing its largest brands, including Kay, Zales, and Jared, to build brand equity and drive sales. The company believes that a one-point comparable sales growth in these three core brands is equivalent to six points of growth for its remaining brands. This strategy involves shifting to a brand-centric mindset to maximize value.
-
Expanding into Fashion and Gifting Categories: While maintaining its leadership in bridal jewelry, Signet is actively expanding its presence in the broader fashion jewelry market, as well as self-purchase and gifting categories. This expansion includes leveraging new collections for everyday wear and capitalizing on the significant growth seen in lab-grown diamond fashion jewelry, which experienced 60% growth in Q1 FY2026.
-
Product Innovation and Design-Led Assortment: A key aspect of Signet's strategy is to infuse more style and design-led products into its offerings. This involves building in-house design and trend capabilities, accelerating speed to market for new collections and collaborations, and focusing on emotional connection through marketing rather than solely relying on promotions.
-
Modernizing the Customer Experience and Optimizing Real Estate: Signet is enhancing the shopping experience through new store designs, improved product presentation, and a stronger e-commerce presence for storytelling. The company is also realigning its real estate footprint, with plans to transition over 10% of mall locations to off-mall and e-commerce channels over the next three years, and undertaking significant store renovations.
-
Leveraging Digital Channels and E-commerce Momentum: Digital sales are expected to be a continued driver of growth. Signet's largest brands, Kay, Zales, and Jared, each reported double-digit e-commerce growth in the first quarter of fiscal 2026. The company is focused on improving its digital platforms and overcoming past challenges with digital banners like James Allen and Blue Nile.
AI Analysis | Feedback
Share Repurchases
- Signet Jewelers repurchased approximately 1.6 million shares for $138.0 million during Fiscal 2025.
- For the first quarter of Fiscal 2026, the company repurchased approximately 2.1 million common shares for $117.4 million.
- As of the end of the second quarter of Fiscal 2026, Signet had approximately $570 million in share repurchase authorization remaining.
Share Issuance
- In April 2024, Signet repurchased 50% of its convertible preferred shares for approximately $414 million in cash, which reduced the diluted share count by approximately 4.1 million shares.
- The retirement of preferred shares and common share repurchases contributed to a nearly 20% reduction in diluted share count in Fiscal 2025, representing approximately $1 billion returned to shareholders.
Outbound Investments
- In August 2022, Signet acquired Blue Nile Inc., an internet-first diamond jewelry brand, for $360 million in cash.
- In October 2021, the company acquired Diamonds Direct USA Inc., an off-mall destination jeweler, for $490 million in an all-cash transaction.
- Signet acquired Rocksbox, a jewelry rental subscription service, in April 2021 for an undisclosed amount.
Capital Expenditures
- Capital expenditures for Fiscal 2025 were $153.0 million.
- For Fiscal 2026, planned capital expenditures are approximately $145 million to $160 million.
- These investments are primarily focused on opening 20 to 30 new stores, nearly 300 renovations with a focus on Kay, Jared, and Diamonds Direct stores, and enhancing Connected Commerce capabilities, digital, and technology advancements.
Latest Trefis Analyses
| Title | |
|---|---|
| ARTICLES |
Trade Ideas
Select ideas related to SIG. For more, see Trefis Trade Ideas.
| Date | Ticker | Company | Category | Trade Strategy | 6M Fwd Rtn | 12M Fwd Rtn | 12M Max DD |
|---|---|---|---|---|---|---|---|
| 11302025 | BBWI | Bath & Body Works | Dip Buy | DB | Insider Buys | Low D/EDip Buy with Strong Insider BuyingBuying dips for companies with strong insider buying in the last 1 month, positive operating income and reasonable debt / market cap | 13.3% | 13.3% | 0.0% |
| 11262025 | HRB | H&R Block | 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 | 5.3% | 5.3% | -0.1% |
| 11262025 | LRN | Stride | 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 | 3.4% | 3.4% | -4.4% |
| 11212025 | ABNB | Airbnb | 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 | 19.7% | 19.7% | 0.0% |
| 11212025 | MTN | Vail Resorts | 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% | -1.6% |
| 06302022 | SIG | Signet Jewelers | Dip Buy | DB | FCF Yield | Low D/EDip Buy with High Free Cash Flow YieldBuying dips for companies with significant free cash flow yield (FCF / Market Cap) and reasonable debt / market cap | 28.1% | 23.6% | -1.7% |
| 12312018 | SIG | Signet Jewelers | Dip Buy | DB | FCF Yield | Low D/EDip Buy with High Free Cash Flow YieldBuying dips for companies with significant free cash flow yield (FCF / Market Cap) and reasonable debt / market cap | -43.9% | -26.3% | -63.5% |
| 02282017 | SIG | Signet Jewelers | Dip Buy | DB | FCF Yield | Low D/EDip Buy with High Free Cash Flow YieldBuying dips for companies with significant free cash flow yield (FCF / Market Cap) and reasonable debt / market cap | -0.3% | -19.3% | -24.4% |
Research & Analysis
Invest in Strategies
Wealth Management
Peer Comparisons for Signet Jewelers
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 27.52 |
| Mkt Cap | 2.1 |
| Rev LTM | 3,487 |
| Op Inc LTM | 150 |
| FCF LTM | 201 |
| FCF 3Y Avg | 327 |
| CFO LTM | 246 |
| CFO 3Y Avg | 425 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | -1.5% |
| Rev Chg 3Y Avg | -4.8% |
| Rev Chg Q | 0.3% |
| QoQ Delta Rev Chg LTM | 0.0% |
| Op Mgn LTM | 5.5% |
| Op Mgn 3Y Avg | 6.9% |
| QoQ Delta Op Mgn LTM | 0.3% |
| CFO/Rev LTM | 8.4% |
| CFO/Rev 3Y Avg | 9.2% |
| FCF/Rev LTM | 7.0% |
| FCF/Rev 3Y Avg | 7.1% |
Price Behavior
| Market Price | $87.01 | |
| Market Cap ($ Bil) | 3.6 | |
| First Trading Date | 10/31/1994 | |
| Distance from 52W High | -17.9% | |
| 50 Days | 200 Days | |
| DMA Price | $95.58 | $80.25 |
| DMA Trend | up | down |
| Distance from DMA | -9.0% | 8.4% |
| 3M | 1YR | |
| Volatility | 44.0% | 56.1% |
| Downside Capture | 198.16 | 149.96 |
| Upside Capture | 110.33 | 137.13 |
| Correlation (SPY) | 50.0% | 51.9% |
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 1.78 | 1.74 | 1.52 | 1.83 | 1.49 | 1.40 |
| Up Beta | 0.46 | 1.73 | 2.09 | 1.65 | 1.79 | 1.74 |
| Down Beta | 0.77 | 1.63 | 1.86 | 2.14 | 0.89 | 1.02 |
| Up Capture | 237% | 191% | 146% | 243% | 200% | 242% |
| Bmk +ve Days | 13 | 26 | 39 | 74 | 142 | 427 |
| Stock +ve Days | 10 | 19 | 32 | 68 | 124 | 375 |
| Down Capture | 214% | 170% | 106% | 141% | 132% | 107% |
| Bmk -ve Days | 7 | 16 | 24 | 52 | 107 | 323 |
| Stock -ve Days | 10 | 22 | 30 | 57 | 124 | 375 |
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
| Comparison of SIG With Other Asset Classes (Last 1Y) | |||||||
|---|---|---|---|---|---|---|---|
| SIG | Sector ETF | Equity | Gold | Commodities | Real Estate | Bitcoin | |
| Annualized Return | 11.4% | 8.3% | 19.2% | 71.9% | 8.9% | 6.0% | -10.4% |
| Annualized Volatility | 55.8% | 24.3% | 19.5% | 19.3% | 15.3% | 17.1% | 35.0% |
| Sharpe Ratio | 0.40 | 0.27 | 0.78 | 2.69 | 0.36 | 0.18 | -0.12 |
| Correlation With Other Assets | 54.2% | 52.0% | -2.1% | 20.9% | 30.5% | 28.1% | |
ETFs used for asset classes: Sector ETF = XLY, Equity = SPY, Gold = GLD, Commodities = DBC, Real Estate = VNQ, and Bitcoin = BTCUSD
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 5-Year Data
| Comparison of SIG With Other Asset Classes (Last 5Y) | |||||||
|---|---|---|---|---|---|---|---|
| SIG | Sector ETF | Equity | Gold | Commodities | Real Estate | Bitcoin | |
| Annualized Return | 28.0% | 9.8% | 14.9% | 18.7% | 11.7% | 4.8% | 32.6% |
| Annualized Volatility | 55.2% | 23.8% | 17.1% | 15.5% | 18.7% | 18.9% | 48.7% |
| Sharpe Ratio | 0.66 | 0.37 | 0.70 | 0.97 | 0.51 | 0.17 | 0.59 |
| Correlation With Other Assets | 46.4% | 44.0% | 1.2% | 15.7% | 32.3% | 22.0% | |
ETFs used for asset classes: Sector ETF = XLY, Equity = SPY, Gold = GLD, Commodities = DBC, Real Estate = VNQ, and Bitcoin = BTCUSD
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 10-Year Data
| Comparison of SIG With Other Asset Classes (Last 10Y) | |||||||
|---|---|---|---|---|---|---|---|
| SIG | Sector ETF | Equity | Gold | Commodities | Real Estate | Bitcoin | |
| Annualized Return | -0.9% | 13.1% | 14.7% | 14.9% | 6.9% | 5.2% | 69.2% |
| Annualized Volatility | 64.9% | 22.0% | 18.0% | 14.8% | 17.6% | 20.8% | 55.8% |
| Sharpe Ratio | 0.27 | 0.55 | 0.70 | 0.83 | 0.31 | 0.22 | 0.90 |
| Correlation With Other Assets | 45.2% | 44.5% | -4.9% | 20.0% | 37.6% | 14.6% | |
ETFs used for asset classes: Sector ETF = XLY, Equity = SPY, Gold = GLD, Commodities = DBC, Real Estate = VNQ, and Bitcoin = BTCUSD
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Returns Analyses
Earnings Returns History
Expand for More| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 12/2/2025 | -6.8% | -8.8% | |
| 9/2/2025 | 2.7% | 5.2% | 8.9% |
| 6/3/2025 | 12.5% | 19.3% | 25.7% |
| 3/19/2025 | 17.3% | 24.8% | 13.7% |
| 12/5/2024 | -11.9% | -13.9% | -22.6% |
| 9/12/2024 | 11.3% | 19.2% | 23.9% |
| 6/13/2024 | -14.9% | -15.2% | -20.1% |
| 3/20/2024 | -12.1% | -4.2% | -8.3% |
| ... | |||
| SUMMARY STATS | |||
| # Positive | 14 | 10 | 14 |
| # Negative | 10 | 14 | 10 |
| Median Positive | 10.2% | 17.1% | 9.0% |
| Median Negative | -11.3% | -10.1% | -12.5% |
| Max Positive | 29.9% | 24.8% | 25.7% |
| Max Negative | -16.1% | -30.4% | -35.9% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 10312025 | 12052025 | 10-Q 11/1/2025 |
| 7312025 | 9052025 | 10-Q 8/2/2025 |
| 4302025 | 6032025 | 10-Q 5/3/2025 |
| 1312025 | 3192025 | 10-K 2/3/2025 |
| 10312024 | 12052024 | 10-Q 11/2/2024 |
| 7312024 | 9122024 | 10-Q 8/3/2024 |
| 4302024 | 6132024 | 10-Q 5/4/2024 |
| 1312024 | 3212024 | 10-K 2/3/2024 |
| 10312023 | 12052023 | 10-Q 10/28/2023 |
| 7312023 | 8312023 | 10-Q 7/29/2023 |
| 4302023 | 6082023 | 10-Q 4/29/2023 |
| 1312023 | 3162023 | 10-K 1/28/2023 |
| 10312022 | 12062022 | 10-Q 10/29/2022 |
| 7312022 | 9012022 | 10-Q 7/30/2022 |
| 4302022 | 6092022 | 10-Q 4/30/2022 |
| 1312022 | 3172022 | 10-K 1/29/2022 |
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.