Universal Electronics (UEIC)
Market Price (2/24/2026): $4.01 | Market Cap: $53.5 MilSector: Consumer Discretionary | Industry: Consumer Electronics
Universal Electronics (UEIC)
Market Price (2/24/2026): $4.01Market Cap: $53.5 MilSector: Consumer DiscretionaryIndustry: Consumer Electronics
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
| Attractive yieldFCF Yield is 51% | Weak multi-year price returns2Y Excs Rtn is -92%, 3Y Excs Rtn is -149% | Not profitable at operating income levelOp Inc LTMOperating Income, Last Twelve Months is -5.7 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -1.5% |
| Megatrend and thematic driversMegatrends include Smart Buildings & Proptech, and Artificial Intelligence. Themes include IoT for Buildings, Building Management Systems, Show more. | Weak revenue growthRev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -11%, Rev Chg QQuarterly Revenue Change % is -11% | |
| 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 -46% | ||
| Key risksUEIC key risks include [1] the severe decline of its legacy home entertainment and remote control business resulting from the "cord-cutting" trend. |
| Attractive yieldFCF Yield is 51% |
| Megatrend and thematic driversMegatrends include Smart Buildings & Proptech, and Artificial Intelligence. Themes include IoT for Buildings, Building Management Systems, Show more. |
| Weak multi-year price returns2Y Excs Rtn is -92%, 3Y Excs Rtn is -149% |
| Not profitable at operating income levelOp Inc LTMOperating Income, Last Twelve Months is -5.7 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -1.5% |
| Weak revenue growthRev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -11%, Rev Chg QQuarterly Revenue Change % is -11% |
| 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 -46% |
| Key risksUEIC key risks include [1] the severe decline of its legacy home entertainment and remote control business resulting from the "cord-cutting" trend. |
Qualitative Assessment
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Universal Electronics (UEIC) stock has remained largely at the same level since 10/31/2025 because of the following key factors:
1. Mixed Q3 2025 Financial Results and Cautious Q4 Guidance Counterbalanced by an EPS Beat.
Universal Electronics reported third-quarter 2025 net sales of $90.6 million, missing analyst forecasts by 5.69%. This represented an 11% year-over-year decrease. Despite the revenue miss, the company's EPS of $0.08 matched analyst expectations. Furthermore, the Q4 2025 guidance projected net sales between $82 million and $92 million and an EPS between $0.01 and $0.11, notably lower than the $0.20 per share in the prior year period. This mixed financial performance and a conservative outlook for the upcoming quarter contributed to a neutral investor sentiment, preventing significant upward or downward movement.
2. Continued Decline in Home Entertainment Revenue Offset by Growth in Connected Home.
The Home Entertainment segment experienced a 20% decline in revenue to $60.8 million in Q3 2025, attributed to structural challenges in Latin America and Europe, and lower television sales in Asian markets. This downward pressure was partially mitigated by a 13% growth in the Connected Home channel, which reached $29.8 million due to new product launches, particularly in climate control. The contrasting performance of these core segments created a balance, preventing a definitive trend in the stock price.
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1. Mixed Q3 2025 Financial Results and Cautious Q4 Guidance Counterbalanced by an EPS Beat.
Universal Electronics reported third-quarter 2025 net sales of $90.6 million, missing analyst forecasts by 5.69%. This represented an 11% year-over-year decrease. Despite the revenue miss, the company's EPS of $0.08 matched analyst expectations. Furthermore, the Q4 2025 guidance projected net sales between $82 million and $92 million and an EPS between $0.01 and $0.11, notably lower than the $0.20 per share in the prior year period. This mixed financial performance and a conservative outlook for the upcoming quarter contributed to a neutral investor sentiment, preventing significant upward or downward movement.
2. Continued Decline in Home Entertainment Revenue Offset by Growth in Connected Home.
The Home Entertainment segment experienced a 20% decline in revenue to $60.8 million in Q3 2025, attributed to structural challenges in Latin America and Europe, and lower television sales in Asian markets. This downward pressure was partially mitigated by a 13% growth in the Connected Home channel, which reached $29.8 million due to new product launches, particularly in climate control. The contrasting performance of these core segments created a balance, preventing a definitive trend in the stock price.
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Stock Movement Drivers
Fundamental Drivers
The 2.3% change in UEIC stock from 10/31/2025 to 2/23/2026 was primarily driven by a 6.4% change in the company's P/S Multiple.| (LTM values as of) | 10312025 | 2232026 | Change |
|---|---|---|---|
| Stock Price ($) | 3.89 | 3.98 | 2.3% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 403 | 391 | -2.9% |
| P/S Multiple | 0.1 | 0.1 | 6.4% |
| Shares Outstanding (Mil) | 13 | 13 | -1.0% |
| Cumulative Contribution | 2.3% |
Market Drivers
10/31/2025 to 2/23/2026| Return | Correlation | |
|---|---|---|
| UEIC | 2.3% | |
| Market (SPY) | 0.0% | 19.9% |
| Sector (XLY) | -4.1% | 25.1% |
Fundamental Drivers
The -34.4% change in UEIC stock from 7/31/2025 to 2/23/2026 was primarily driven by a -32.4% change in the company's P/S Multiple.| (LTM values as of) | 7312025 | 2232026 | Change |
|---|---|---|---|
| Stock Price ($) | 6.07 | 3.98 | -34.4% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 395 | 391 | -1.1% |
| P/S Multiple | 0.2 | 0.1 | -32.4% |
| Shares Outstanding (Mil) | 13 | 13 | -1.9% |
| Cumulative Contribution | -34.4% |
Market Drivers
7/31/2025 to 2/23/2026| Return | Correlation | |
|---|---|---|
| UEIC | -34.4% | |
| Market (SPY) | 8.3% | 18.0% |
| Sector (XLY) | 4.0% | 21.1% |
Fundamental Drivers
The -60.2% change in UEIC stock from 1/31/2025 to 2/23/2026 was primarily driven by a -60.1% change in the company's P/S Multiple.| (LTM values as of) | 1312025 | 2232026 | Change |
|---|---|---|---|
| Stock Price ($) | 10.00 | 3.98 | -60.2% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 382 | 391 | 2.4% |
| P/S Multiple | 0.3 | 0.1 | -60.1% |
| Shares Outstanding (Mil) | 13 | 13 | -2.7% |
| Cumulative Contribution | -60.2% |
Market Drivers
1/31/2025 to 2/23/2026| Return | Correlation | |
|---|---|---|
| UEIC | -60.2% | |
| Market (SPY) | 14.4% | 35.3% |
| Sector (XLY) | -0.3% | 38.8% |
Fundamental Drivers
The -83.0% change in UEIC stock from 1/31/2023 to 2/23/2026 was primarily driven by a -74.1% change in the company's P/S Multiple.| (LTM values as of) | 1312023 | 2232026 | Change |
|---|---|---|---|
| Stock Price ($) | 23.43 | 3.98 | -83.0% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 565 | 391 | -30.8% |
| P/S Multiple | 0.5 | 0.1 | -74.1% |
| Shares Outstanding (Mil) | 13 | 13 | -5.1% |
| Cumulative Contribution | -83.0% |
Market Drivers
1/31/2023 to 2/23/2026| Return | Correlation | |
|---|---|---|
| UEIC | -83.0% | |
| Market (SPY) | 74.1% | 25.7% |
| Sector (XLY) | 58.3% | 27.2% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| UEIC Return | -22% | -49% | -55% | 17% | -67% | 14% | -92% |
| Peers Return | 13% | -50% | 5% | 26% | 5% | -15% | -34% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 1% | 84% |
Monthly Win Rates [3] | |||||||
| UEIC Win Rate | 42% | 25% | 42% | 50% | 25% | 100% | |
| Peers Win Rate | 47% | 37% | 47% | 48% | 55% | 30% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 50% | |
Max Drawdowns [4] | |||||||
| UEIC Max Drawdown | -32% | -58% | -65% | -17% | -75% | -2% | |
| Peers Max Drawdown | -6% | -56% | -29% | -36% | -45% | -24% | |
| S&P 500 Max Drawdown | -1% | -25% | -1% | -2% | -15% | -1% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: GRMN, SONO, GPRO, TBCH, VUZI.
[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 2/23/2026 (YTD)
How Low Can It Go
| Event | UEIC | S&P 500 |
|---|---|---|
| 2022 Inflation Shock | ||
| % Loss | -88.6% | -25.4% |
| % Gain to Breakeven | 777.5% | 34.1% |
| Time to Breakeven | Not Fully Recovered days | 464 days |
| 2020 Covid Pandemic | ||
| % Loss | -41.9% | -33.9% |
| % Gain to Breakeven | 72.0% | 51.3% |
| Time to Breakeven | 259 days | 148 days |
| 2018 Correction | ||
| % Loss | -67.5% | -19.8% |
| % Gain to Breakeven | 207.8% | 24.7% |
| Time to Breakeven | Not Fully Recovered days | 120 days |
| 2008 Global Financial Crisis | ||
| % Loss | -71.8% | -56.8% |
| % Gain to Breakeven | 254.0% | 131.3% |
| Time to Breakeven | 1,724 days | 1,480 days |
Compare to GRMN, SONO, GPRO, TBCH, VUZI
In The Past
Universal Electronics's stock fell -88.6% during the 2022 Inflation Shock from a high on 3/11/2021. A -88.6% loss requires a 777.5% gain to breakeven.
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About Universal Electronics (UEIC)
Universal Electronics Inc. designs, develops, manufactures, and sells pre-programmed and universal control products, audio-video (AV) accessories, and intelligent wireless security and smart home products for video services, consumer electronics, security, home automation, climate control, and home appliance markets. The company offers universal radio frequency (RF) and infrared remote controls primarily for sale to video service providers, original equipment manufacturers (OEMs), retailers, and private label customers; integrated circuits on which its software and universal device control database is embedded for sale to OEMs, video service providers, and private label customers; and software, firmware, and technology solutions that enable devices, such as televisions, set-top boxes, audio systems, smart speakers, game consoles, and other consumer electronic and smart home devices to connect and interact with home networks and interactive services to control and deliver home entertainment, smart home services, and device or system information. It also provides cloud-services that support its embedded software and hardware solutions; intellectual property that the company licenses principally to OEMs and video service providers; RF sensors for residential security, safety, and home automation applications; wall-mount and handheld thermostat controllers and connected accessories for intelligent energy management systems, primarily to OEM customers, as well as hotels and hospitality system integrators; and AV accessories to consumers, including universal remote controls, television wall mounts, and stands and digital television antennas. The company also serves through a network of national and regional distributors and dealers. It sells its products under the One For All brand in the United States, the People's Republic of China, rest of Asia, Europe, Latin America, and internationally. The company was incorporated in 1986 and is headquartered in Scottsdale, Arizona.
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Universal Electronics (UEIC) can be described with these analogies:
- Intel for smart device control: Like Intel provides the core processors that power computers and many devices, UEIC develops the fundamental chips, software, and voice technology that enable universal control for TVs, streaming boxes, and smart home devices.
- Dolby for seamless device interaction: Similar to how Dolby provides audio technologies that enhance sound experiences across many products, UEIC develops and integrates technologies that simplify and improve the user experience for controlling diverse home entertainment and smart home devices.
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- Universal Remote Controls: Devices that consolidate control of multiple home entertainment and smart home devices.
- Home Automation and Smart Home Devices: Products such as smart thermostats, security sensors, and control hubs designed for connected home environments.
- Advanced Control Software and Cloud Services (e.g., QuickSet, nevo.ai): Licensing and deployment of embedded software and cloud platforms that enable simplified device setup, voice command integration, and unified control for consumer electronics and smart home ecosystems.
- Audio/Video Accessories (under One For All brand): Supplemental products like TV wall mounts, antennas, and HDMI cables that enhance home entertainment setups.
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Universal Electronics (NASDAQ: UEIC) primarily operates on a business-to-business (B2B) model, selling its products and solutions to other companies.
While Universal Electronics does not disclose the names of individual customers in its public filings, stating that no single customer accounted for 10% or more of its net sales in recent years, its major customers can be categorized into the following groups. The companies listed below are examples of prominent public companies that operate within these categories and are representative of UEIC's customer base:
- Service Providers: These include global cable, satellite, and telecommunication operators that bundle UEIC's advanced remote controls, set-top box solutions, and smart home devices with their services. Examples of public companies in this category include:
- Consumer Electronics (CE) Manufacturers: UEIC supplies its control and sensing technologies, including its QuickSet platform, to major global consumer electronics brands for integration into their TVs, sound systems, and other smart devices. While specific names are not individually disclosed due to competitive reasons, these include many of the world's leading electronics manufacturers.
- Security and Smart Home Providers: Companies offering comprehensive home security systems and smart home platforms integrate UEIC's sensing and control technology into their offerings. Examples of public companies in this category include:
- HVAC Manufacturers: Universal Electronics provides its climate control and sensing solutions to manufacturers of heating, ventilation, and air conditioning systems. Examples of public companies in this category include:
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Rick Carnifax, Chief Operating Officer, Interim CEO and Principal Executive Officer
Rick Carnifax joined Universal Electronics (UEI) in 2020 as Vice President, Manufacturing and Operations, and was appointed Chief Operating Officer in 2025. In July 2025, he was named Interim Chief Executive Officer and Principal Executive Officer. He holds a Bachelor's degree in Political Science and a Master's in International Relations/Business.
Raymond Ho, Interim Chief Financial Officer, Principal Financial Officer and Principal Accounting Officer
Raymond Ho assumed the role of Interim Chief Financial Officer, Principal Financial Officer, and Principal Accounting Officer effective September 12, 2025. He joined UEI in April 2011 as Chief Financial Officer for Asia. He was promoted to Senior Vice President, Chief Financial Officer for Asia in May 2018 and became Senior Vice President, Finance for Global Operations in September 2022. Prior to joining UEI, Mr. Ho served as Chief Financial Officer at Yau Lee Holdings Limited from June 2008 to March 2011. His background also includes roles at American Standard Companies and Trane, and work at Arthur Andersen & Co. and PricewaterhouseCoopers. He is a Certified Public Accountant in Hong Kong.
Ramzi Ammari, SVP Corporate Planning and Strategy
Ramzi Ammari joined UEI in 1997 and is responsible for all aspects of product development and strategy. He holds undergraduate and graduate degrees in Engineering and Business from the University of California, Irvine.
David Chong, Executive Vice President, Global Sales
David Chong became responsible for Global Sales at UEI in 2023, after serving as Executive Vice President, General Manager of operations in Asia and Senior Vice President of Global OEM. He joined UEI in 2009 and previously worked at Philips.
Norm Sheridan, Senior Vice President, Engineering
Dr. Norm Sheridan is responsible for product development at UEI. He joined the company in 2009. Prior to his tenure at UEI, he was Executive Vice President, Technology and Operations at Zilog Electronics. Dr. Sheridan holds Master's and Ph.D. degrees in Microelectronics from Brunel University in London.
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The key risks to Universal Electronics' (UEIC) business include:
- Macroeconomic Uncertainties and Consumer Sentiment: Universal Electronics is susceptible to economic downturns and shifts in consumer sentiment, particularly because the growth of its connected home segment relies on large consumer purchases such as HVAC systems. Fluctuations in consumer confidence can lead to variability in quarterly sales forecasts.
- Decline in Home Entertainment / Legacy Business: The company's traditional business of providing remote control products for cable service providers and television manufacturers has been severely impacted by the rise of streaming services and "cord-cutting." This ongoing trend has led to declining revenues in the home entertainment segment.
- Tariff Uncertainty: Universal Electronics faces risks associated with unpredictable global trade policies and tariffs, which could negatively impact its profitability and gross margin rates.
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The clear emerging threat for Universal Electronics (UEIC) is the rapid and widespread adoption of **voice control and smart assistants** as the primary interface for home entertainment and smart home devices. This trend represents a fundamental shift in user interaction, moving away from traditional button-based remote controls towards conversational and hands-free control.
Major tech companies like Amazon (Alexa), Google (Google Assistant), and Apple (Siri) are heavily investing in and driving the adoption of these intelligent ecosystems. Increasingly, smart TVs, streaming devices, soundbars, and smart home appliances are integrating voice control directly into the devices themselves or through smart speakers, diminishing the central role of a dedicated physical universal remote control.
This paradigm shift is evidenced by the proliferation of smart speakers in homes and the growing number of consumer electronics products that feature built-in voice command capabilities. While UEIC offers voice-enabled remote controls and smart home hubs, the overarching threat lies in the potential for voice assistants to become the primary control hub, thereby reducing the necessity for, or market value of, standalone universal remote solutions that have historically been UEIC's core business.
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Expected Drivers of Future Revenue Growth for Universal Electronics (UEIC)
Universal Electronics (UEIC) is strategically positioning itself for future revenue growth over the next 2-3 years by focusing on several key drivers, primarily within the connected home market and through continuous innovation in its product and software offerings.
- Expansion in the Connected Home Market, particularly Climate Control and Home Automation: UEIC is targeting significant growth within the connected home sector, with a strong emphasis on climate control, HVAC, and broader home automation solutions. The company is actively expanding into new sub-markets such as utilities, multi-dwelling units, and the security channel. Management has highlighted this as a promising growth area, with the connected home channel exhibiting substantial year-over-year sales increases and new customer acquisition in Europe and North America.
- Launch and Growth of New Products and Technologies (UEI TIDE and QuickSet Innovations): Continuous product innovation, particularly with the UEI TIDE family of climate control devices and the QuickSet platform, is a crucial driver. UEI TIDE thermostats are expanding with new features like Zigbee Coordinator functionality, Matter support, and integrated energy management capabilities, aiming to simplify smart home experiences and optimize energy usage. The company is also rolling out the QuickSet Widget Pro line-up, offering advanced connectivity with Wi-Fi 6, Bluetooth 5.3, Matter, Zigbee, and OpenThread Border Router Host services, alongside Edge AI processing and video stream decoding.
- Growth in Software and Services (QuickSet Cloud and QuickSet homeSense): Universal Electronics is expanding its software and services, particularly QuickSet Cloud and QuickSet homeSense technology. QuickSet homeSense is designed to enhance home intelligence, learning and adapting to environments for personalized experiences in energy management, entertainment control, and advertising. The QuickSet Cloud platform has secured new software licensing commitments from smart TV customers and is expanding its features for whole home control and support.
- Strategic Market Diversification and New Customer Acquisition: The company is focused on diversifying its target markets beyond traditional home entertainment, aiming to create value for customers and generate additional growth opportunities. This includes securing new customers and scaling existing accounts in high-potential connected home markets, such as HVAC OEMs for residential climate control, a market valued at $1.8 billion and growing annually.
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Share Repurchases
- Universal Electronics' Board of Directors authorized the continuation of a share repurchase program in November 2025, which was initially approved in October 2023.
- The authorization allows for the repurchase of up to the lesser of $3.5 million worth of common stock or 778,362 shares.
- As of November 2, 2023, the company had completed repurchases of 221,638 shares totaling $1.97 million under the buyback program.
Capital Expenditures
- Capital expenditures have been lower in recent years, contributing to a decrease in depreciation and amortization expense from $13.5 million for the nine months ended September 30, 2024, to $11.1 million for the nine months ended September 30, 2025.
- The company anticipates utilizing cash flows from operations and revolving lines of credit to support ongoing capital expenditures, among other corporate purposes.
Latest Trefis Analyses
| Title | Date | |
|---|---|---|
| DASHBOARDS | ||
| Universal Electronics Earnings Notes | 12/16/2025 | |
| Would You Still Hold Universal Electronics Stock If It Fell 30%? | 10/17/2025 |
| Title | |
|---|---|
| ARTICLES |
Research & Analysis
Invest in Strategies
Wealth Management
Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 7.87 |
| Mkt Cap | 0.2 |
| Rev LTM | 521 |
| Op Inc LTM | 7 |
| FCF LTM | 30 |
| FCF 3Y Avg | 20 |
| CFO LTM | 35 |
| CFO 3Y Avg | 27 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 0.6% |
| Rev Chg 3Y Avg | -8.7% |
| Rev Chg Q | -13.0% |
| QoQ Delta Rev Chg LTM | -3.4% |
| Op Mgn LTM | -0.1% |
| Op Mgn 3Y Avg | -2.8% |
| QoQ Delta Op Mgn LTM | -0.6% |
| CFO/Rev LTM | 9.4% |
| CFO/Rev 3Y Avg | 7.7% |
| FCF/Rev LTM | 7.7% |
| FCF/Rev 3Y Avg | 5.0% |
Valuation
| Median | |
|---|---|
| Name | |
| Mkt Cap | 0.2 |
| P/S | 1.0 |
| P/EBIT | 3.5 |
| P/E | -1.7 |
| P/CFO | 4.0 |
| Total Yield | -9.3% |
| Dividend Yield | 0.0% |
| FCF Yield 3Y Avg | 4.0% |
| D/E | 0.2 |
| Net D/E | -0.1 |
Returns
| Median | |
|---|---|
| Name | |
| 1M Rtn | -4.7% |
| 3M Rtn | 3.5% |
| 6M Rtn | -6.1% |
| 12M Rtn | -7.5% |
| 3Y Rtn | -28.5% |
| 1M Excs Rtn | -6.2% |
| 3M Excs Rtn | 5.5% |
| 6M Excs Rtn | -9.5% |
| 12M Excs Rtn | -26.4% |
| 3Y Excs Rtn | -103.9% |
Price Behavior
Price Behavior
| Market Price | $3.98 | |
| Market Cap ($ Bil) | 0.1 | |
| First Trading Date | 02/12/1993 | |
| Distance from 52W High | -53.0% | |
| 50 Days | 200 Days | |
| DMA Price | $3.71 | $4.87 |
| DMA Trend | down | up |
| Distance from DMA | 7.2% | -18.2% |
| 3M | 1YR | |
| Volatility | 45.1% | 62.5% |
| Downside Capture | 2.19 | 153.10 |
| Upside Capture | 131.61 | 58.29 |
| Correlation (SPY) | 13.0% | 34.7% |
UEIC 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 | 1.25 | 0.36 | 1.16 | 1.16 | 1.19 | 1.06 |
| Up Beta | -0.19 | 0.28 | -1.25 | 1.43 | 0.80 | 0.72 |
| Down Beta | 1.38 | 0.54 | 2.18 | 1.92 | 1.73 | 1.43 |
| Up Capture | 230% | 147% | 134% | -8% | 42% | 27% |
| Bmk +ve Days | 11 | 22 | 34 | 71 | 142 | 430 |
| Stock +ve Days | 12 | 21 | 28 | 50 | 106 | 340 |
| Down Capture | 66% | -94% | 129% | 144% | 136% | 109% |
| Bmk -ve Days | 9 | 19 | 27 | 54 | 109 | 321 |
| Stock -ve Days | 8 | 19 | 31 | 70 | 137 | 392 |
[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 UEIC | |
|---|---|---|---|---|
| UEIC | -57.5% | 63.5% | -1.10 | - |
| Sector ETF (XLY) | 3.2% | 24.3% | 0.08 | 38.6% |
| Equity (SPY) | 12.8% | 19.4% | 0.50 | 35.2% |
| Gold (GLD) | 79.1% | 25.7% | 2.25 | 2.2% |
| Commodities (DBC) | 7.7% | 16.9% | 0.27 | 8.4% |
| Real Estate (VNQ) | 6.6% | 16.7% | 0.21 | 35.2% |
| Bitcoin (BTCUSD) | -30.9% | 44.9% | -0.69 | 17.6% |
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Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with UEIC | |
|---|---|---|---|---|
| UEIC | -41.5% | 54.6% | -0.77 | - |
| Sector ETF (XLY) | 7.1% | 23.7% | 0.26 | 30.0% |
| Equity (SPY) | 13.2% | 17.0% | 0.61 | 30.1% |
| Gold (GLD) | 23.6% | 17.1% | 1.12 | 2.2% |
| Commodities (DBC) | 10.7% | 19.0% | 0.45 | 2.6% |
| Real Estate (VNQ) | 5.1% | 18.8% | 0.18 | 29.5% |
| Bitcoin (BTCUSD) | 6.7% | 57.1% | 0.34 | 10.2% |
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Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with UEIC | |
|---|---|---|---|---|
| UEIC | -22.1% | 50.9% | -0.29 | - |
| Sector ETF (XLY) | 13.9% | 21.9% | 0.58 | 32.9% |
| Equity (SPY) | 15.7% | 17.9% | 0.75 | 34.1% |
| Gold (GLD) | 15.1% | 15.6% | 0.81 | 1.6% |
| Commodities (DBC) | 8.5% | 17.6% | 0.40 | 9.0% |
| Real Estate (VNQ) | 6.9% | 20.7% | 0.30 | 30.1% |
| Bitcoin (BTCUSD) | 67.8% | 66.8% | 1.07 | 7.8% |
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Returns Analyses
Earnings Returns History
Expand for More| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 11/6/2025 | 7.8% | -10.5% | -3.0% |
| 8/7/2025 | -17.1% | -24.7% | -20.4% |
| 5/8/2025 | 3.3% | 19.2% | 16.8% |
| 2/20/2025 | -11.6% | -13.9% | -30.2% |
| 11/7/2024 | 31.7% | 27.2% | 42.0% |
| 8/8/2024 | -14.5% | -15.7% | -22.2% |
| 5/2/2024 | 0.3% | 20.0% | 1.6% |
| 2/15/2024 | 1.0% | -4.8% | 8.0% |
| ... | |||
| SUMMARY STATS | |||
| # Positive | 12 | 8 | 9 |
| # Negative | 12 | 16 | 15 |
| Median Positive | 7.6% | 13.8% | 16.1% |
| Median Negative | -13.8% | -11.4% | -19.7% |
| Max Positive | 31.7% | 27.2% | 44.9% |
| Max Negative | -33.0% | -44.8% | -61.8% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 09/30/2025 | 11/06/2025 | 10-Q |
| 06/30/2025 | 08/08/2025 | 10-Q |
| 03/31/2025 | 05/08/2025 | 10-Q |
| 12/31/2024 | 03/11/2025 | 10-K |
| 09/30/2024 | 11/07/2024 | 10-Q |
| 06/30/2024 | 08/08/2024 | 10-Q |
| 03/31/2024 | 05/06/2024 | 10-Q |
| 12/31/2023 | 03/14/2024 | 10-K |
| 09/30/2023 | 11/07/2023 | 10-Q |
| 06/30/2023 | 08/04/2023 | 10-Q |
| 03/31/2023 | 05/09/2023 | 10-Q |
| 12/31/2022 | 03/08/2023 | 10-K |
| 09/30/2022 | 11/04/2022 | 10-Q |
| 06/30/2022 | 08/05/2022 | 10-Q |
| 03/31/2022 | 05/06/2022 | 10-Q |
| 12/31/2021 | 03/04/2022 | 10-K |
Insider Activity
Expand for More| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Chong, David Cheung Hyen | EVP Global Sales | Direct | Sell | 11142025 | 2.96 | 559 | 1,657 | 111,807 | Form |
| 2 | Ammari, Ramzi | Sr.VP Corp Planning & Strategy | Direct | Sell | 11122025 | 3.19 | 1,392 | 4,444 | 128,742 | Form |
| 3 | Carnifax, Richard K | COO and Interim CEO | Direct | Sell | 11122025 | 3.21 | 806 | 2,589 | 47,207 | Form |
| 4 | Chahil, Satjiv S | Satjiv Chahil Trust | Buy | 6092025 | 6.78 | 8,935 | 60,579 | 1,017,000 | Form | |
| 5 | Firehammer, Richard A Jr | Senior Vice President | Direct | Sell | 6042025 | 6.55 | 865 | 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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