Star Equity (STRR)
Market Price (2/22/2026): $9.98 | Market Cap: $32.6 MilSector: Industrials | Industry: Industrial Conglomerates
Star Equity (STRR)
Market Price (2/22/2026): $9.98Market Cap: $32.6 MilSector: IndustrialsIndustry: Industrial Conglomerates
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
| Megatrend and thematic driversMegatrends include Sustainable & Green Buildings, Sustainable Resource Management, and Automation & Robotics. Themes include Energy Efficient Building Materials, Show more. | Not profitable at operating income levelOp Inc LTMOperating Income, Last Twelve Months is -3.7 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -2.5% |
| Stock price has recently run up significantly6M Rtn6 month market price return is 372%, 12M Rtn12 month market price return is 359% | |
| Weak revenue growthRev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -9.8% | |
| Not cash flow generativeFCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -1.4% | |
| 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 -19% | |
| High stock price volatilityVol 12M is 360% | |
| Key risksSTRR key risks include [1] a potential limitation on the use of its substantial tax loss carryforwards, Show more. |
| Megatrend and thematic driversMegatrends include Sustainable & Green Buildings, Sustainable Resource Management, and Automation & Robotics. Themes include Energy Efficient Building Materials, Show more. |
| Not profitable at operating income levelOp Inc LTMOperating Income, Last Twelve Months is -3.7 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -2.5% |
| Stock price has recently run up significantly6M Rtn6 month market price return is 372%, 12M Rtn12 month market price return is 359% |
| Weak revenue growthRev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -9.8% |
| Not cash flow generativeFCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -1.4% |
| 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 -19% |
| High stock price volatilityVol 12M is 360% |
| Key risksSTRR key risks include [1] a potential limitation on the use of its substantial tax loss carryforwards, Show more. |
Qualitative Assessment
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Star Equity (STRR) stock has lost about 10% since 10/31/2025 because of the following key factors:
1. Star Equity reported a significant miss in its Q3 2025 earnings per share (EPS). The company announced Q3 2025 earnings on November 13, 2025, with an EPS of $0.02, falling short of the consensus estimate of $0.32 by $0.30. Despite revenue slightly exceeding expectations, this substantial earnings miss likely dampened investor confidence.
2. The company experienced a notable decline in its gross margin during Q3 2025. Star Equity's gross margin dropped significantly by 14.83% year-over-year in the third quarter of 2025. This decline suggests potential challenges in cost management or pricing power, raising concerns about the company's profitability.
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1. Star Equity reported a significant miss in its Q3 2025 earnings per share (EPS). The company announced Q3 2025 earnings on November 13, 2025, with an EPS of $0.02, falling short of the consensus estimate of $0.32 by $0.30. Despite revenue slightly exceeding expectations, this substantial earnings miss likely dampened investor confidence.
2. The company experienced a notable decline in its gross margin during Q3 2025. Star Equity's gross margin dropped significantly by 14.83% year-over-year in the third quarter of 2025. This decline suggests potential challenges in cost management or pricing power, raising concerns about the company's profitability.
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Stock Movement Drivers
Fundamental Drivers
The -8.3% change in STRR stock from 10/31/2025 to 2/21/2026 was primarily driven by a -8.2% change in the company's Shares Outstanding (Mil).| (LTM values as of) | 10312025 | 2212026 | Change |
|---|---|---|---|
| Stock Price ($) | 10.96 | 10.05 | -8.3% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 138 | 149 | 8.1% |
| P/S Multiple | 0.2 | 0.2 | -7.5% |
| Shares Outstanding (Mil) | 3 | 3 | -8.2% |
| Cumulative Contribution | -8.3% |
Market Drivers
10/31/2025 to 2/21/2026| Return | Correlation | |
|---|---|---|
| STRR | -8.3% | |
| Market (SPY) | 1.1% | 35.4% |
| Sector (XLI) | 14.3% | 20.2% |
Fundamental Drivers
The 395.1% change in STRR stock from 7/31/2025 to 2/21/2026 was primarily driven by a 401.5% change in the company's P/S Multiple.| (LTM values as of) | 7312025 | 2212026 | Change |
|---|---|---|---|
| Stock Price ($) | 2.03 | 10.05 | 395.1% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 138 | 149 | 7.9% |
| P/S Multiple | 0.0 | 0.2 | 401.5% |
| Shares Outstanding (Mil) | 3 | 3 | -8.5% |
| Cumulative Contribution | 395.1% |
Market Drivers
7/31/2025 to 2/21/2026| Return | Correlation | |
|---|---|---|
| STRR | 395.1% | |
| Market (SPY) | 9.4% | 5.5% |
| Sector (XLI) | 17.1% | 1.9% |
Fundamental Drivers
The 378.6% change in STRR stock from 1/31/2025 to 2/21/2026 was primarily driven by a 394.8% change in the company's P/S Multiple.| (LTM values as of) | 1312025 | 2212026 | Change |
|---|---|---|---|
| Stock Price ($) | 2.10 | 10.05 | 378.6% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 140 | 149 | 6.1% |
| P/S Multiple | 0.0 | 0.2 | 394.8% |
| Shares Outstanding (Mil) | 3 | 3 | -8.8% |
| Cumulative Contribution | 378.6% |
Market Drivers
1/31/2025 to 2/21/2026| Return | Correlation | |
|---|---|---|
| STRR | 378.6% | |
| Market (SPY) | 15.6% | 4.1% |
| Sector (XLI) | 29.4% | 2.4% |
Fundamental Drivers
The 116.1% change in STRR stock from 1/31/2023 to 2/21/2026 was primarily driven by a 223.6% change in the company's P/S Multiple.| (LTM values as of) | 1312023 | 2212026 | Change |
|---|---|---|---|
| Stock Price ($) | 4.65 | 10.05 | 116.1% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 207 | 149 | -28.2% |
| P/S Multiple | 0.1 | 0.2 | 223.6% |
| Shares Outstanding (Mil) | 3 | 3 | -7.0% |
| Cumulative Contribution | 116.1% |
Market Drivers
1/31/2023 to 2/21/2026| Return | Correlation | |
|---|---|---|
| STRR | 116.1% | |
| Market (SPY) | 75.9% | 3.9% |
| Sector (XLI) | 81.6% | 3.5% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| STRR Return | -29% | -66% | 22% | -57% | 398% | -11% | -44% |
| Peers Return | 73% | -14% | 39% | 7% | -10% | 22% | 143% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 0% | 83% |
Monthly Win Rates [3] | |||||||
| STRR Win Rate | 25% | 33% | 50% | 25% | 50% | 0% | |
| Peers Win Rate | 57% | 47% | 57% | 48% | 43% | 80% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 50% | |
Max Drawdowns [4] | |||||||
| STRR Max Drawdown | -36% | -70% | -23% | -60% | -20% | -12% | |
| Peers Max Drawdown | -2% | -27% | -17% | -13% | -32% | -6% | |
| S&P 500 Max Drawdown | -1% | -25% | -1% | -2% | -15% | -1% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: BCC, UFPI, CVCO, SKY, DTI.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 2/20/2026 (YTD)
How Low Can It Go
| Event | STRR | S&P 500 |
|---|---|---|
| 2022 Inflation Shock | ||
| % Loss | -85.9% | -25.4% |
| % Gain to Breakeven | 609.8% | 34.1% |
| Time to Breakeven | Not Fully Recovered days | 464 days |
| 2020 Covid Pandemic | ||
| % Loss | -70.5% | -33.9% |
| % Gain to Breakeven | 238.6% | 51.3% |
| Time to Breakeven | Not Fully Recovered days | 148 days |
| 2018 Correction | ||
| % Loss | -95.4% | -19.8% |
| % Gain to Breakeven | 2059.5% | 24.7% |
| Time to Breakeven | Not Fully Recovered days | 120 days |
| 2008 Global Financial Crisis | ||
| % Loss | -90.1% | -56.8% |
| % Gain to Breakeven | 914.6% | 131.3% |
| Time to Breakeven | 2,283 days | 1,480 days |
Compare to BCC, UFPI, CVCO, SKY, DTI
In The Past
Star Equity's stock fell -85.9% during the 2022 Inflation Shock from a high on 2/18/2021. A -85.9% loss requires a 609.8% gain to breakeven.
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About Star Equity (STRR)
Star Equity Holdings, Inc. provides healthcare solutions in the United States and internationally. It operates through four segments: Diagnostic Services, Diagnostic Imaging, Construction, and Investments. It offers imaging services primarily to cardiologists, internal medicine physicians, and family practice doctors; and imaging systems, including nuclear cardiac and general purpose nuclear imaging systems to physician offices and hospitals. The company also develops, sells, and maintains solid-state gamma cameras; and provides camera maintenance contract services. In addition, it manufactures modular housing units, structural wall panels, permanent wood foundation systems, and other engineered wood products; supplies general contractors with building materials; holds real estate assets; and manages investments. The company was formerly known as Digirad Corporation and changed its name to Star Equity Holdings, Inc. in December 2020. Star Equity Holdings, Inc. was founded in 1985 and is headquartered in Old Greenwich, Connecticut.
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- A diversified industrial company, akin to a smaller 3M, with operations in medical imaging and specialized construction materials.
- Think of it as a miniature General Electric, but focused on two main sectors: healthcare imaging and infrastructure products.
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- Modular Building Manufacturing: Designs, manufactures, and delivers prefabricated modular buildings for commercial and residential use.
- Building Materials Distribution: Distributes a range of construction materials and components, often supporting modular construction projects.
- Real Estate Investment and Development: Acquires, develops, owns, and manages commercial and residential real estate properties.
- Investment Holdings: Manages a portfolio of strategic investments in various public and private entities.
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Star Equity (symbol: STRR) primarily sells to other companies (B2B) across its diversified business segments. However, according to its annual filings (e.g., Form 10-K), no single customer accounted for 10% or more of the Company’s consolidated revenue for the years ended December 31, 2023, 2022, or 2021. This indicates a diversified customer base rather than reliance on a few major identified clients. Therefore, specific names of major customer companies with their symbols cannot be provided. Its customer base generally falls into the following categories:- General Contractors, Developers, and Construction Firms: These customers utilize Star Equity's heavy construction services (deep foundations, piling equipment) and commercial construction solutions (modular buildings) for various infrastructure, commercial, and residential projects.
- Governmental Agencies and Institutions: This category includes federal, state, and local government entities, educational institutions, healthcare providers, and other public sector organizations that contract for construction projects or utilize specialized construction solutions.
- Financial Advisors and Institutional Clients: For its financial services segment, Star Equity provides asset management and investment advisory services to financial intermediaries (who then serve individual clients) and directly to institutional clients such as endowments, foundations, and corporations.
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Jeffrey E. Eberwein, Chief Executive Officer
Mr. Eberwein has over 25 years of Wall Street experience, including roles as a Portfolio Manager at Soros Fund Management from January 2009 to December 2011 and Viking Global Investors from March 2005 to September 2008. He is the Founder and CEO of Lone Star Value Management ("LSVM"), a U.S. investment advisory firm, which was purchased by Star Equity in 2019. In April 2018, he became CEO of Hudson Global, Inc., a global recruitment company. Mr. Eberwein also served as a director of NTS, Inc. until its sale to a private equity firm in June 2014. He has also served as Chairman of the Board for AMERI Holdings, Inc., ATRM Holdings, Inc., and Crossroads Systems, Inc. Mr. Eberwein earned an MBA from The Wharton School, University of Pennsylvania, and a BBA with High Honors from The University of Texas at Austin.
Matthew K. Diamond, Chief Accounting Officer & Principal Financial Officer
Mr. Diamond previously served as Chief Financial Officer of Star Equity Holdings from January 2020 with overall responsibility for the company's global accounting and finance functions, and he was appointed Principal Financial Officer in June 2019. Prior to joining the Company, Mr. Diamond held various finance and control roles at PepsiCo, Inc. from 2001 to 2018, including director positions in Financial Reporting, Financial Analysis, and Technical Accounting and Policy.
Richard K. Coleman, Jr., Chief Operating Officer
Mr. Coleman possesses more than 30 years of executive leadership experience with extensive expertise in business development, operational excellence, and acquisitions. He joined Star Equity Holdings, Inc. as Chief Operating Officer in January 2022, became Chief Executive Officer in April 2022, and served on the Board of Directors from May 2022 until October 2024. Prior to joining Star Equity, he served in senior executive roles including President, CEO, and director of Command Center Inc.; President, CEO, and director of Crossroads Systems, Inc.; CEO of Vroom Technologies Inc.; Chief Operating Officer of MetroNet Communications; and President of US West Long Distance. He began his career as an Air Force Telecommunications Officer managing Department of Defense R&D projects. Mr. Coleman holds an MBA from Golden Gate University and a Bachelor of Science Degree from the United States Air Force Academy.
Shawn S. Miles, Executive Vice President – Finance and Director of Research
Mr. Miles has held various positions with Star Equity or its predecessors since August 2016. He is involved in overseeing corporate functions such as mergers and acquisitions, investor relations, capital markets, banking and financing relationships, and financial planning and analysis. Before his current role, he worked as a Research Analyst at Lone Star Value Management, where he was responsible for securities analysis across diverse industry sectors and investment strategies. Mr. Miles holds a master's degree in Behavioral Economics and a Bachelor of Science in Applied Economics & Management, both from Cornell University.
Hannah M. Bible, Chief Legal Officer and Corporate Secretary
Ms. Bible has over 20 years of combined legal and accounting experience across various industries. She has served Star's subsidiaries as in-house counsel and corporate secretary, and previously held the positions of CFO to Lone Star Value Management, LLC and Vice President, Finance and Corporate Secretary to ATRM Holdings, Inc. Ms. Bible earned an LLM in Tax from New York University School of Law, a JD with honors from St. Thomas University School of Law, and a BBA in Accounting from Middle Tennessee State University.
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The key risks to Star Equity (STRR) include:
- Limitation on the Use of Net Operating Losses (NOLs): Star Equity Holdings has approximately $43.2 million in U.S. federal income tax net operating loss carryforwards (NOLs) as of December 31, 2023. The company's ability to utilize these NOLs to offset future taxable income and reduce federal income tax obligations could be substantially limited if there is an "ownership change" under Section 382 of the Internal Revenue Code. To mitigate this, the company has adopted a Rights Agreement, but the risk of such a limitation remains.
- Substantial Debt and Refinancing Risk: A significant risk factor for Star Equity is its substantial amount of debt and the company's ability to repay or refinance it, or to incur additional debt in the future. The inability to manage or refinance its debt could materially affect the company's future results of operations and financial results.
- Declining Revenue and Market Perception: Star Equity has experienced declining revenues, with a 3.6% decrease in the last year and a 32% decline over the past three years. Despite forecasts for future revenue growth, investors show hesitation, leading to a depressed Price/Sales ratio. This indicates a risk regarding the sustainability of revenue growth and negative market sentiment that could impact the stock's valuation.
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The accelerating shift within the healthcare industry towards telehealth, home-based care, and decentralized outpatient facilities poses an emerging threat to Star Equity's Healthcare Real Estate segment. This trend could diminish the long-term demand for, and alter the optimal configuration of, traditional physical medical office buildings and other healthcare properties, potentially impacting property values, occupancy rates, and rental growth.
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Star Equity (STRR) operates in diversified markets through its four business divisions: Building Solutions, Business Services, Energy Services, and Investments. The addressable market sizes for its main products and services are as follows:
Building Solutions (Modular Construction)
- The U.S. modular construction market was valued at approximately $20.3 billion in 2024 and is projected to reach $25.4 billion by 2029.
- Another estimate places the U.S. modular construction market at $11.38 billion in 2023, with a projection to reach around $24.15 billion by 2033.
- The North America modular construction market was valued at $28.64 billion in 2024 and is expected to reach $43.67 billion by 2033. In 2023, the U.S. share of this market was $38.6 billion.
Business Services (Recruitment Process Outsourcing - RPO)
- The global Recruitment Process Outsourcing (RPO) market was valued at $8.82 billion in 2022 and is estimated to reach $36.79 billion by 2031.
- Other estimates indicate the global RPO market was valued at $10.9 billion in 2024 and is expected to be around $68.9 billion by 2034.
- North America is a significant contributor to the global RPO market, with its market share estimated at $4.3 billion in 2024.
- The U.S. RPO market alone was valued at approximately $4.1 billion in 2024 and is predicted to increase from $4.8 billion in 2025 to approximately $21.1 billion by 2034.
Energy Services (Downhole Tools)
- The global downhole tools market size was valued at $4.73 billion in 2023 and is projected to reach $6.56 billion by 2030.
- Another source estimates the global downhole tools market size at $6.1 billion in 2024, projected to reach $7.8 billion by 2029.
- North America held the largest market revenue share of 34.8% in 2023 for downhole tools. The U.S. leads the global market for downhole tools.
- More broadly, the global oilfield equipment market was valued at $128.62 billion in 2024 and is projected to reach $172.18 billion by 2034. The U.S. oilfield equipment market size was $41.48 billion in 2024 and is projected to be worth around $56.55 billion by 2034.
Investments (Healthcare Real Estate)
- The U.S. healthcare real estate market size was estimated at $1,324.52 billion in 2024 and is expected to expand to $1,876.77 billion by 2030.
- The North America healthcare real estate market held a share of 50.41% of the global revenue in 2023.
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Expected Drivers of Future Revenue Growth for Star Equity (STRR)
- Strategic Acquisitions and Integration: Star Equity has demonstrated a strategy of acquiring and integrating businesses with strong fundamentals. Recent acquisitions, such as Timber Technologies (acquired in May 2024) and Alliance Drilling Tools (acquired in March 2025), have been significant drivers of revenue growth across quarters for both the Building Solutions and Energy Services divisions. The full inclusion and ongoing integration of these higher-margin businesses are expected to continue contributing to revenue expansion over the next 2-3 years.
- Growth in the Building Solutions Division: The Building Solutions division is a primary revenue generator for Star Equity. The company has consistently reported a strong backlog of orders under contract, which provides high confidence in future revenue for this division. Increased activity and project signings in modular building manufacturing, structural wall panel and wood foundation manufacturing, and glue-laminated timber manufacturing are anticipated to drive continued growth.
- Expansion and Performance of the Energy Services Division: The establishment and smooth integration of the Energy Services division, particularly through the acquisition of Alliance Drilling Tools (ADT), is a key driver. This segment focuses on the rental, sale, and repair of downhole tools used in various industries like oil and gas, geothermal, mining, and water-well. Despite macroeconomic headwinds, this division is expected to contribute positively to revenue growth by focusing on high-demand drilling tools and expanding its market presence.
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Star Equity (STRR) has undertaken the following capital allocation decisions over the last 3-5 years:Share Repurchases
- Star Equity has made over $10 million in opportunistic share repurchases since 2020.
- The company completed a $5 million share repurchase program, originally authorized in August 2023.
- A new share repurchase program has been authorized, allowing for the buyback of up to $3 million of outstanding common stock.
Outbound Investments
- Star Equity acquired three private companies: Big Lake Lumber in 2023, Timber Technologies in 2024, and Alliance Drilling Tools in 2025.
- The acquisition of Timber Technologies in May 2024 contributed to strong revenue performance.
- The acquisition and integration of Alliance Drilling Tools in March 2025 are progressing smoothly.
Capital Expenditures
- Star Equity's operating businesses and acquisition targets are characterized by low maintenance capital expenditures and asset-lite business models.
Latest Trefis Analyses
| Title | Date | |
|---|---|---|
| DASHBOARDS | ||
| Star Equity Earnings Notes | 12/16/2025 | |
| How Low Can Star Equity Stock Really Go? | 10/17/2025 |
| Title | |
|---|---|
| ARTICLES |
Trade Ideas
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Research & Analysis
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Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 89.73 |
| Mkt Cap | 3.9 |
| Rev LTM | 2,419 |
| Op Inc LTM | 237 |
| FCF LTM | 102 |
| FCF 3Y Avg | 197 |
| CFO LTM | 228 |
| CFO 3Y Avg | 233 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 6.8% |
| Rev Chg 3Y Avg | -8.2% |
| Rev Chg Q | -0.4% |
| QoQ Delta Rev Chg LTM | -0.1% |
| Op Mgn LTM | 5.6% |
| Op Mgn 3Y Avg | 8.9% |
| QoQ Delta Op Mgn LTM | -0.7% |
| CFO/Rev LTM | 7.6% |
| CFO/Rev 3Y Avg | 10.7% |
| FCF/Rev LTM | 1.6% |
| FCF/Rev 3Y Avg | 5.7% |
Valuation
| Median | |
|---|---|
| Name | |
| Mkt Cap | 3.9 |
| P/S | 0.9 |
| P/EBIT | 12.6 |
| P/E | 17.5 |
| P/CFO | 13.5 |
| Total Yield | 3.9% |
| Dividend Yield | 0.0% |
| FCF Yield 3Y Avg | 4.7% |
| D/E | 0.1 |
| Net D/E | -0.0 |
Returns
| Median | |
|---|---|
| Name | |
| 1M Rtn | -0.7% |
| 3M Rtn | 16.9% |
| 6M Rtn | 21.3% |
| 12M Rtn | 8.5% |
| 3Y Rtn | 39.1% |
| 1M Excs Rtn | -2.2% |
| 3M Excs Rtn | 20.0% |
| 6M Excs Rtn | 21.4% |
| 12M Excs Rtn | -7.4% |
| 3Y Excs Rtn | -35.8% |
Price Behavior
Price Behavior
| Market Price | $10.05 | |
| Market Cap ($ Bil) | 0.0 | |
| First Trading Date | 06/10/2004 | |
| Distance from 52W High | -14.9% | |
| 50 Days | 200 Days | |
| DMA Price | $10.51 | $7.17 |
| DMA Trend | up | indeterminate |
| Distance from DMA | -4.4% | 40.1% |
| 3M | 1YR | |
| Volatility | 33.5% | 366.2% |
| Downside Capture | 45.03 | 34.19 |
| Upside Capture | 50.61 | 186.30 |
| Correlation (SPY) | 27.2% | 4.0% |
STRR Betas & Captures as of 1/31/2026
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 1.92 | 1.10 | 1.44 | 2.47 | 0.75 | 0.54 |
| Up Beta | 4.28 | 2.52 | 2.29 | -5.91 | -0.71 | -0.06 |
| Down Beta | 2.46 | 1.44 | 2.22 | 2.16 | 0.98 | 0.88 |
| Up Capture | -26% | 55% | 59% | 969% | 337% | 22% |
| Bmk +ve Days | 11 | 22 | 34 | 71 | 142 | 430 |
| Stock +ve Days | 9 | 22 | 32 | 62 | 116 | 329 |
| Down Capture | 206% | 67% | 107% | 34% | 49% | 52% |
| Bmk -ve Days | 9 | 19 | 27 | 54 | 109 | 321 |
| Stock -ve Days | 10 | 18 | 27 | 55 | 114 | 377 |
[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 STRR | |
|---|---|---|---|---|
| STRR | 2.6% | 64.9% | 0.30 | - |
| Sector ETF (XLI) | 29.2% | 19.2% | 1.20 | 9.6% |
| Equity (SPY) | 13.5% | 19.4% | 0.53 | 12.8% |
| Gold (GLD) | 74.5% | 25.6% | 2.15 | 0.2% |
| Commodities (DBC) | 7.2% | 16.9% | 0.25 | 5.1% |
| Real Estate (VNQ) | 7.1% | 16.7% | 0.24 | 10.1% |
| Bitcoin (BTCUSD) | -29.7% | 44.9% | -0.65 | 17.2% |
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Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with STRR | |
|---|---|---|---|---|
| STRR | -35.0% | 64.1% | -0.41 | - |
| Sector ETF (XLI) | 16.1% | 17.2% | 0.76 | 14.8% |
| Equity (SPY) | 13.4% | 17.0% | 0.62 | 17.1% |
| Gold (GLD) | 22.6% | 17.1% | 1.08 | 5.6% |
| Commodities (DBC) | 10.9% | 19.0% | 0.46 | 10.4% |
| Real Estate (VNQ) | 5.0% | 18.8% | 0.17 | 15.0% |
| Bitcoin (BTCUSD) | 7.4% | 57.1% | 0.35 | 11.6% |
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Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with STRR | |
|---|---|---|---|---|
| STRR | -36.1% | 77.3% | -0.27 | - |
| Sector ETF (XLI) | 15.8% | 19.8% | 0.70 | 10.6% |
| Equity (SPY) | 16.1% | 17.9% | 0.77 | 10.9% |
| Gold (GLD) | 14.8% | 15.6% | 0.79 | 3.0% |
| Commodities (DBC) | 8.6% | 17.6% | 0.40 | 5.6% |
| Real Estate (VNQ) | 7.0% | 20.7% | 0.30 | 9.6% |
| Bitcoin (BTCUSD) | 68.0% | 66.7% | 1.07 | 5.8% |
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Returns Analyses
Earnings Returns History
Expand for More| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 11/13/2025 | -1.0% | 1.3% | 8.1% |
| 8/8/2025 | 0.5% | 9.0% | 379.1% |
| 3/14/2025 | 1.9% | 6.2% | -7.0% |
| 11/12/2024 | -1.4% | -11.9% | -24.3% |
| 8/8/2024 | 4.0% | -7.2% | 1.9% |
| 3/14/2024 | -0.0% | 0.8% | -1.7% |
| 11/9/2023 | -3.4% | 4.4% | 23.9% |
| 8/10/2023 | 0.0% | 1.1% | 14.3% |
| ... | |||
| SUMMARY STATS | |||
| # Positive | 11 | 13 | 6 |
| # Negative | 7 | 5 | 12 |
| Median Positive | 1.9% | 4.4% | 14.4% |
| Median Negative | -3.3% | -11.9% | -8.8% |
| Max Positive | 18.0% | 25.6% | 379.1% |
| Max Negative | -4.5% | -17.5% | -24.3% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 09/30/2025 | 11/14/2025 | 10-Q |
| 06/30/2025 | 08/08/2025 | 10-Q |
| 03/31/2025 | 05/13/2025 | 10-Q |
| 12/31/2024 | 03/14/2025 | 10-K |
| 09/30/2024 | 11/12/2024 | 10-Q |
| 06/30/2024 | 08/08/2024 | 10-Q |
| 03/31/2024 | 05/10/2024 | 10-Q |
| 12/31/2023 | 03/14/2024 | 10-K |
| 09/30/2023 | 11/13/2023 | 10-Q |
| 06/30/2023 | 08/10/2023 | 10-Q |
| 03/31/2023 | 05/11/2023 | 10-Q |
| 12/31/2022 | 04/14/2023 | 10-K |
| 09/30/2022 | 11/10/2022 | 10-Q |
| 06/30/2022 | 08/11/2022 | 10-Q |
| 03/31/2022 | 05/10/2022 | 10-Q |
| 12/31/2021 | 03/11/2022 | 10-K |
Insider Activity
Expand for More| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Eberwein, Jeffrey E | Chief Executive Officer | Direct | Sell | 12312025 | 9.12 | 4,365 | 39,794 | 7,176,821 | Form |
| 2 | Eberwein, Jeffrey E | Chief Executive Officer | Direct | Buy | 12312025 | 11.26 | 5,291 | 59,577 | 11,325,837 | Form |
| 3 | Eberwein, Jeffrey E | Chief Executive Officer | Direct | Buy | 12312025 | 11.09 | 1,977 | 21,926 | 11,177,272 | Form |
| 4 | Eberwein, Jeffrey E | Chief Executive Officer | Direct | Sell | 12292025 | 9.35 | 16,000 | 149,600 | 7,425,929 | Form |
| 5 | Eberwein, Jeffrey E | Chief Executive Officer | Direct | Sell | 12292025 | 9.25 | 2,635 | 24,374 | 7,322,292 | 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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