Where Food Comes From (WFCF)
Market Price (10/14/2026): $14.25 | Market Cap: $71.5 MilSector: Industrials | Industry: Diversified Support Services
Where Food Comes From (WFCF)
Market Price (10/14/2026): $14.25Market Cap: $71.5 MilSector: IndustrialsIndustry: Diversified Support Services
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
Megatrend and thematic driversMegatrends include Sustainable Consumption, Health & Wellness Trends, and Vegan & Alternative Foods. Themes include Eco-friendly Products, Show more. | Expensive valuation multiplesP/CFOPrice/(Cash Flow from Operations). CFO is cash before capital expenditures. is 57x Weak revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is -2.2%, Rev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is 0.4% Key risksWFCF key risks include [1] a decline in market demand for its third-party verified products. |
| Megatrend and thematic driversMegatrends include Sustainable Consumption, Health & Wellness Trends, and Vegan & Alternative Foods. Themes include Eco-friendly Products, Show more. |
| Expensive valuation multiplesP/CFOPrice/(Cash Flow from Operations). CFO is cash before capital expenditures. is 57x |
| Weak revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is -2.2%, Rev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is 0.4% |
| Key risksWFCF key risks include [1] a decline in market demand for its third-party verified products. |
Qualitative Assessment
AI Analysis | Feedback
Where Food Comes From (WFCF) stock has gained about 10% since 6/30/2026 because of the following key factors:
1. Improved operational profitability and gross margin expansion in fiscal Q2 2026.
Where Food Comes From reported improved operational performance in its fiscal Q2 2026, which ended on June 30, 2026. The company saw its operating income increase by 21% year-over-year to $665,000, driven by cost efficiencies across all three business segments. Concurrently, gross margin expanded significantly to 40.6% in fiscal Q2 2026, up from 37.5% in the prior year, marking a gain of 310 basis points. While net income experienced a decline, it was largely attributed to a non-cash negative fair value swing of $240,000 in digital assets and the absence of prior-year dividend income from a divested asset, rather than core operational issues. Overall revenue for the quarter also increased slightly to $6.61 million, up 1% year-over-year.
2. Continued execution of the share repurchase program.
The company demonstrated a commitment to returning value to shareholders by continuing its aggressive share repurchase program. In fiscal Q2 2026, Where Food Comes From repurchased 65,012 shares, returning $809,000 in value to stockholders. Year-to-date, the company had bought back nearly 89,500 shares, and over the past seven years, a total of $17.2 million has been returned to stockholders through buybacks and a special dividend. This consistent repurchase activity signals management's confidence in the company's valuation and its ability to generate strong cash flows.
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Where Food Comes From (WFCF) stock has gained about 10% since 6/30/2026 because of the following key factors:
1. Improved operational profitability and gross margin expansion in fiscal Q2 2026.
Where Food Comes From reported improved operational performance in its fiscal Q2 2026, which ended on June 30, 2026. The company saw its operating income increase by 21% year-over-year to $665,000, driven by cost efficiencies across all three business segments. Concurrently, gross margin expanded significantly to 40.6% in fiscal Q2 2026, up from 37.5% in the prior year, marking a gain of 310 basis points. While net income experienced a decline, it was largely attributed to a non-cash negative fair value swing of $240,000 in digital assets and the absence of prior-year dividend income from a divested asset, rather than core operational issues. Overall revenue for the quarter also increased slightly to $6.61 million, up 1% year-over-year.
2. Continued execution of the share repurchase program.
The company demonstrated a commitment to returning value to shareholders by continuing its aggressive share repurchase program. In fiscal Q2 2026, Where Food Comes From repurchased 65,012 shares, returning $809,000 in value to stockholders. Year-to-date, the company had bought back nearly 89,500 shares, and over the past seven years, a total of $17.2 million has been returned to stockholders through buybacks and a special dividend. This consistent repurchase activity signals management's confidence in the company's valuation and its ability to generate strong cash flows.
3. Successful expansion and adoption of the RaiseWell® Certified program.
Growth in the company's RaiseWell® Certified program provided a significant offset to pressures in its traditional beef business. This new standard for responsibly raised proteins addresses consumer and retailer demand and has been adopted by Whole Foods Market as an approved animal welfare certification for its beef supply. The program has shown solid growth, with more than 270,000 head of cattle now enrolled, indicating a successful strategic initiative that diversifies revenue and strengthens the company's market position amidst challenges like high beef prices and smaller herd sizes.
4. Strategic signal of renewed mergers and acquisitions (M&A) focus.
Management indicated a renewed push on mergers and acquisitions following a three-year hiatus. This forward-looking strategic shift suggests potential for future growth and market expansion, which can be viewed positively by investors looking for long-term value creation.
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Stock Movement Drivers
Fundamental Drivers
The 9.6% change in WFCF stock from 6/30/2026 to 10/13/2026 was primarily driven by a 20.0% change in the company's P/E Multiple.| (LTM values as of) | 6302026 | 10132026 | Change |
|---|---|---|---|
| Stock Price ($) | 13.01 | 14.26 | 9.6% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 25 | 25 | 0.2% |
| Net Income Margin (%) | 6.4% | 5.8% | -9.5% |
| P/E Multiple | 41.2 | 49.4 | 20.0% |
| Shares Outstanding (Mil) | 5 | 5 | 0.8% |
| Cumulative Contribution | 9.6% |
Market Drivers
6/30/2026 to 10/13/2026| Return | Correlation | |
|---|---|---|
| WFCF | 9.6% | |
| Market (SPY) | 4.2% | -14.9% |
| Sector (XLI) | -8.9% | -9.9% |
Fundamental Drivers
The 7.1% change in WFCF stock from 3/31/2026 to 10/13/2026 was primarily driven by a 8.9% change in the company's P/E Multiple.| (LTM values as of) | 3312026 | 10132026 | Change |
|---|---|---|---|
| Stock Price ($) | 13.31 | 14.26 | 7.1% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 25 | 25 | 0.6% |
| Net Income Margin (%) | 6.2% | 5.8% | -6.3% |
| P/E Multiple | 45.4 | 49.4 | 8.9% |
| Shares Outstanding (Mil) | 5 | 5 | 4.3% |
| Cumulative Contribution | 7.1% |
Market Drivers
3/31/2026 to 10/13/2026| Return | Correlation | |
|---|---|---|
| WFCF | 7.1% | |
| Market (SPY) | 19.9% | 4.5% |
| Sector (XLI) | 4.5% | 7.2% |
Fundamental Drivers
The 7.6% change in WFCF stock from 9/30/2025 to 10/13/2026 was primarily driven by a 44.7% change in the company's P/E Multiple.| (LTM values as of) | 9302025 | 10132026 | Change |
|---|---|---|---|
| Stock Price ($) | 13.25 | 14.26 | 7.6% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 26 | 25 | -2.2% |
| Net Income Margin (%) | 8.0% | 5.8% | -27.6% |
| P/E Multiple | 34.1 | 49.4 | 44.7% |
| Shares Outstanding (Mil) | 5 | 5 | 5.1% |
| Cumulative Contribution | 7.6% |
Market Drivers
9/30/2025 to 10/13/2026| Return | Correlation | |
|---|---|---|
| WFCF | 7.6% | |
| Market (SPY) | 17.8% | 7.0% |
| Sector (XLI) | 10.3% | 8.0% |
Fundamental Drivers
The 2.0% change in WFCF stock from 9/30/2023 to 10/13/2026 was primarily driven by a 20.2% change in the company's P/E Multiple.| (LTM values as of) | 9302023 | 10132026 | Change |
|---|---|---|---|
| Stock Price ($) | 13.98 | 14.26 | 2.0% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 25 | 25 | 1.1% |
| Net Income Margin (%) | 7.8% | 5.8% | -25.7% |
| P/E Multiple | 41.1 | 49.4 | 20.2% |
| Shares Outstanding (Mil) | 6 | 5 | 13.0% |
| Cumulative Contribution | 2.0% |
Market Drivers
9/30/2023 to 10/13/2026| Return | Correlation | |
|---|---|---|
| WFCF | 2.0% | |
| Market (SPY) | 88.2% | 6.3% |
| Sector (XLI) | 73.0% | 9.2% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| WFCF Return | 719% | -4% | -3% | -2% | -13% | 16% | 654% |
| Peers Return | 27% | -17% | 7% | -15% | 6% | 5% | 6% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 14% | 108% |
Monthly Win Rates [3] | |||||||
| WFCF Win Rate | 42% | 50% | 50% | 58% | 42% | 50% | |
| Peers Win Rate | 61% | 39% | 56% | 44% | 39% | 54% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 50% | |
Max Drawdowns [4] | |||||||
| WFCF Max Drawdown | -37% | -45% | -12% | -29% | -31% | -49% | |
| Peers Max Drawdown | -14% | -33% | -33% | -37% | -33% | -43% | |
| S&P 500 Max Drawdown | -5% | -25% | -10% | -8% | -19% | -9% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: UHAL, HTZ, SUNB, VAI, CTAS.
[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 10/13/2026 (YTD)
How Low Can It Go
| Event | WFCF | S&P 500 |
|---|---|---|
| 2025 US Tariff Shock | ||
| % Loss | -24.3% | -18.8% |
| % Gain to Breakeven | 32.1% | 23.1% |
| Time to Breakeven | 112 days | 79 days |
| 2022 Inflation Shock & Fed Tightening | ||
| % Loss | -41.9% | -24.5% |
| % Gain to Breakeven | 72.0% | 32.4% |
| Time to Breakeven | 84 days | 427 days |
| 2020 COVID-19 Crash | ||
| % Loss | -24.8% | -33.7% |
| % Gain to Breakeven | 32.9% | 50.9% |
| Time to Breakeven | 390 days | 140 days |
| 2011 US Debt Ceiling Crisis & European Contagion | ||
| % Loss | -34.9% | -17.9% |
| % Gain to Breakeven | 53.5% | 21.8% |
| Time to Breakeven | 10 days | 123 days |
| 2010 Eurozone Sovereign Debt Crisis / Flash Crash | ||
| % Loss | -19.2% | -15.4% |
| % Gain to Breakeven | 23.8% | 18.2% |
| Time to Breakeven | 1 days | 125 days |
| 2008-2009 Global Financial Crisis | ||
| % Loss | -42.9% | -53.4% |
| % Gain to Breakeven | 75.0% | 114.4% |
| Time to Breakeven | 1 days | 1085 days |
In The Past
Where Food Comes From's stock fell -24.3% during the 2025 US Tariff Shock. Such a loss loss requires a 32.1% gain to breakeven.
Preserve Wealth
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Asset Allocation
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| Event | WFCF | S&P 500 |
|---|---|---|
| 2025 US Tariff Shock | ||
| % Loss | -24.3% | -18.8% |
| % Gain to Breakeven | 32.1% | 23.1% |
| Time to Breakeven | 112 days | 79 days |
| 2022 Inflation Shock & Fed Tightening | ||
| % Loss | -41.9% | -24.5% |
| % Gain to Breakeven | 72.0% | 32.4% |
| Time to Breakeven | 84 days | 427 days |
| 2020 COVID-19 Crash | ||
| % Loss | -24.8% | -33.7% |
| % Gain to Breakeven | 32.9% | 50.9% |
| Time to Breakeven | 390 days | 140 days |
| 2011 US Debt Ceiling Crisis & European Contagion | ||
| % Loss | -34.9% | -17.9% |
| % Gain to Breakeven | 53.5% | 21.8% |
| Time to Breakeven | 10 days | 123 days |
| 2008-2009 Global Financial Crisis | ||
| % Loss | -42.9% | -53.4% |
| % Gain to Breakeven | 75.0% | 114.4% |
| Time to Breakeven | 1 days | 1085 days |
In The Past
Where Food Comes From's stock fell -24.3% during the 2025 US Tariff Shock. Such a loss loss requires a 32.1% 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 Where Food Comes From (WFCF)
Where Food Comes From, Inc. (WFCF) is a company that provides critical verification and certification services for the agriculture, livestock, and broader food industries across the United States. Essentially, WFCF acts as a trusted third party, conducting thorough on-site and desk audits to ensure that claims made about food products—whether related to their origin, production methods, or other attributes—are accurate and verifiable. This helps to build transparency and trust throughout the food supply chain for both businesses and consumers.
The company's main services fall into two categories: verification and certification, and software solutions. Under verification, they offer various programs, including their prominent "Where Food Comes From Source Verified" labeling program, which directly connects consumers to detailed information about the food they purchase through product labels and online resources. They also provide sustainability programs and compliance management. On the software side, WFCF offers software-as-a-service (SaaS) for managing compliance, along with related consulting, maintenance, support, and web-hosting services.
WFCF's primary customer base includes significant players in the food sector. This encompasses major beef and pork packers, a wide array of organic producers and processors, and specialty retail chains. By serving these businesses, Where Food Comes From helps them to meet industry standards, satisfy consumer demand for transparent sourcing, and differentiate their products in the marketplace.
AI Analysis | Feedback
Here are a few analogies to describe Where Food Comes From (WFCF):
It's like Consumer Reports for the food supply chain, but instead of reviewing products, they independently verify the claims producers make about their food, from organic status to animal welfare.
Think of it as Ancestry.com for your groceries, providing detailed verification of where your food truly originates from and how it was produced.
AI Analysis | Feedback
- Verification and Certification Solutions: Conducts on-site and desk audits to verify claims made about agriculture, livestock, and other food products.
- Source Verified Labeling Program: Offers a retail and restaurant labeling program connecting consumers directly to the origin of their food.
- Software-as-a-Service (SaaS): Provides software solutions along with related consulting, maintenance, and support services.
- Sustainability Programs: Offers programs designed to help clients implement and manage sustainable practices.
- Compliance Management: Assists clients in managing and adhering to various industry and regulatory standards.
- Web-hosting Services: Provides web-hosting solutions for clients.
- Hardware Sales: Sells hardware components to support client operations.
AI Analysis | Feedback
Where Food Comes From (WFCF) primarily sells its verification and certification solutions to other companies within the agriculture, livestock, and food industries. Based on the provided description, the company serves the following categories of business customers:
- Beef and pork packers
- Organic producers and processors
- Specialty retail chains
The provided background information does not list the specific names of these customer companies or their public symbols.
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John Saunders, CEO & Chairman of the Board
John Saunders co-founded Where Food Comes From, Inc. (formerly IMI Global, Inc.) in 1995, foreseeing the vital role of information technology and verification in the agriculture and food industries. Prior to founding the company, he gained business development and entrepreneurship experience as the operations manager of two student-run businesses while attending Yale University.
Leann Saunders, President & COO
Leann Saunders is a co-founder of Where Food Comes From, Inc., which she established in 1995 alongside her husband, John. Before co-founding the company, she worked for PM Beef Holdings, where she developed the first-ever USDA Process Verified program for beef in the United States. Her career also includes roles at McDonald's Corporation and Hudson Foods Corporation.
Dannette Henning, Chief Financial Officer
Dannette Henning is a Certified Public Accountant (CPA) with over 15 years of professional experience, specializing in SEC and financial reporting, due diligence, debt and equity financing transactions, consolidations, integrations, and process improvement. Before joining IMI Global (a subsidiary of Where Food Comes From) in March 2008, she served as a controller with Einstein Noah Restaurant Group for more than three years. Her previous experience includes positions as assistant controller at Sirenza Microdevices, audit services with KPMG Peat Marwick, accounting manager at DF&R Restaurant Company, and senior accountant at CSI/CDC Company.
Jason Franco, Chief Technology Officer
Jason Franco has served as the Chief Technology Officer since August 2021, having previously held the position of Senior Vice President of Technology. He founded his own technology company, JVF Consulting, in 2004, which was subsequently acquired by Where Food Comes From in September 2018. Earlier in his career, he worked as a Technical Application Consultant and Integration Specialist with PeopleSoft/Oracle from 2000 to 2004, and began as a software developer specializing in traceability applications at John Deere Special Technologies Group in 1998.
Jay Pfeiffer, Manager of Investor Relations
Jay Pfeiffer serves as the Manager of Investor Relations for Where Food Comes From.
AI Analysis | Feedback
The key risks to Where Food Comes From (WFCF) primarily stem from its reliance on cyclical agricultural industries, the dynamic regulatory environment, and broader economic pressures.
- Cattle-Cycle Contraction and Industry Cyclicality: A significant portion of Where Food Comes From's revenue is derived from beef-related verification services. The company experienced a decline in 2025 revenue and net income due to tight U.S. cattle supplies and industry cyclicality, which led to reduced customer activity in its core beef-related business. This indicates a strong vulnerability to the fluctuating conditions within the livestock industry.
- Evolving Regulations and ESG Expectations: As a provider of verification and certification solutions, Where Food Comes From operates within a regulatory landscape that is subject to change. Management has identified evolving regulations and environmental, social, and governance (ESG) expectations as ongoing risks. Changes in these standards or the introduction of new compliance requirements could impact the demand for their services or necessitate significant adaptations to their offerings.
- Inflation and Rising Operating Costs: Where Food Comes From's gross profit and net income in 2025 were negatively affected by inflation, including higher tag costs and rising wages and benefits. These increasing operational costs can exert pressure on the company's profitability, especially if they cannot be fully offset by price adjustments or increased operational efficiencies.
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AI Analysis | Feedback
The addressable markets for Where Food Comes From (WFCF) main products and services are sizable, primarily within the food, agriculture, and livestock industries.
Food Verification and Certification Solutions
The global food certification market was valued at approximately USD 11.18 billion in 2024 and is projected to grow to about USD 29.77 billion by 2034, with a compound annual growth rate (CAGR) of 10.29% from 2025 to 2034. North America held a significant share of this market in 2024. More specifically, the global food safety audit and certification services market was valued at USD 4.72 billion in 2025 and is projected to reach USD 6.93 billion by 2034, growing at a CAGR of 5.7%.
Food Traceability Solutions
The global food traceability market was valued at USD 13 billion in 2024 and is projected to grow from USD 15 billion in 2025 to USD 45 billion by 2034, exhibiting a CAGR of 13% from 2025 to 2034. In North America, the food traceability market accounted for USD 4.9 billion in 2024. The U.S. market alone is valued at USD 11.08 billion by 2026.
Sustainability Programs and Compliance Management Software
The global sustainability certification market, which includes the agriculture and food sector as a leading end-user, was valued at approximately USD 3.1 billion in 2024 and is expected to reach USD 4.97 billion by 2032, growing at a CAGR of 6.10%. North America dominates this market with the largest revenue share of 33.7% in 2024.
For farm management software, which supports compliance and efficient agricultural practices, the United States market size reached USD 691 million in 2024 and is expected to reach USD 1.751 billion by 2033, demonstrating a CAGR of 10.9% during 2025-2033. The global farm management software market was estimated at USD 4.18 billion in 2024 and is projected to reach USD 10.58 billion by 2030, with a CAGR of 17.3% from 2025 to 2030.
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Share Repurchases
- The company repurchased 183,016 shares in 2025, bringing total buybacks since the plan's inception to 1,374,652 shares at an aggregate cost of approximately $15.2 million.
- In 2024, WFCF repurchased 273,057 shares for $3,269,755, reducing the total outstanding shares.
- Management has indicated an expectation to continue repurchasing stock in 2026, reflecting confidence in the company's valuation.
Share Issuance
- Where Food Comes From has registered 500,000 shares of common stock for potential issuance under its 2026 Equity Incentive Plan.
- Insider transactions in November 2025 included directors and the CFO receiving stock awards (grants of 500 and 863 shares, respectively) at a reported price of $0 per share.
Outbound Investments
- In July 2025, the company sold its 10% interest in Progressive Beef, LLC, for $1.8 million in cash. This transaction also resulted in the return of 12,585 shares of WFCF common stock and generated a $0.8 million gain on the sale of the investment.
Capital Expenditures
- For the full year 2025, capital expenditures amounted to $155,000, primarily for funding long-term assets and infrastructure.
- In the fourth quarter of 2025, capital expenditures were $34,000, which represented a decrease of 41.4% from the prior quarter.
Latest Trefis Analyses
| Title | Date | |
|---|---|---|
| DASHBOARDS | ||
| Where Food Comes From Earnings Notes | 12/16/2025 | |
| Where Food Comes From Stock Lost 9.6%, Buy Or Wait? | 10/17/2025 |
| Title | |
|---|---|
| ARTICLES |
Research & Analysis
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Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 34.95 |
| Mkt Cap | 5.8 |
| Rev LTM | 6,089 |
| Op Inc LTM | 248 |
| FCF LTM | 0 |
| FCF 3Y Avg | -1 |
| CFO LTM | 1,429 |
| CFO 3Y Avg | 1,622 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 3.0% |
| Rev Chg 3Y Avg | 1.7% |
| Rev Chg Q | 3.2% |
| QoQ Delta Rev Chg LTM | 0.9% |
| Op Inc Chg LTM | 13.0% |
| Op Inc Chg 3Y Avg | -15.2% |
| Op Mgn LTM | 5.9% |
| Op Mgn 3Y Avg | 8.2% |
| QoQ Delta Op Mgn LTM | 0.3% |
| CFO/Rev LTM | 16.0% |
| CFO/Rev 3Y Avg | 21.1% |
| FCF/Rev LTM | 4.0% |
| FCF/Rev 3Y Avg | -12.7% |
Segment Financials
Revenue by Segment| $ Mil | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| Verification and certification service revenue | 20 | 21 | 23 | 22 | 20 |
| Product sales | 4 | 4 | |||
| Professional services | 1 | 1 | 2 | ||
| Eliminations and Other | 0 | 0 | |||
| Consulting Segment | 3 | 2 | |||
| Total | 25 | 26 | 25 | 25 | 22 |
| $ Mil | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|
| Verification and certification service revenue | 3 | 3 | 3 | 2 | 2 |
| Professional services | 0 | -0 | |||
| Eliminations and Other | -1 | -1 | 0 | ||
| Consulting Segment | 0 | 0 | -0 | ||
| Total | 2 | 3 | 3 | 2 | 2 |
| $ Mil | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|
| Verification and certification service revenue | 3 | 4 | 3 | 3 | 2 |
| Professional services | 0 | -0 | |||
| Eliminations and Other | -1 | -2 | -1 | -1 | -0 |
| Consulting Segment | 0 | 0 | -0 | ||
| Total | 2 | 2 | 2 | 3 | 1 |
| $ Mil | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|
| Eliminations and Other | 12 | 7 | 2 | -1 | -4 |
| Professional services | 4 | 4 | |||
| Verification and certification service revenue | -1 | 5 | 12 | 16 | 20 |
| Consulting Segment | 4 | 5 | 4 | ||
| Total | 15 | 16 | 18 | 20 | 19 |
Price Behavior
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | -1.61 | -1.21 | -1.02 | 0.44 | 0.45 | 0.25 |
| Up Beta | 4.60 | 0.81 | 0.71 | 2.76 | 1.34 | 0.22 |
| Down Beta | -5.92 | -6.43 | -1.10 | 0.37 | 0.68 | 0.17 |
| Up Capture | -247% | -125% | -141% | -41% | -5% | 6% |
| Bmk +ve Days | 6 | 16 | 27 | 66 | 132 | 424 |
| Stock +ve Days | 8 | 17 | 23 | 52 | 96 | 312 |
| Down Capture | 36% | -88% | -124% | -36% | 22% | 64% |
| Bmk -ve Days | 16 | 26 | 37 | 60 | 120 | 328 |
| Stock -ve Days | 13 | 21 | 32 | 62 | 115 | 349 |
[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 WFCF | |
|---|---|---|---|---|
| WFCF | 20.1% | 94.9% | 0.63 | - |
| Sector ETF (XLI) | 13.6% | 17.2% | 0.57 | 6.3% |
| Equity (SPY) | 20.2% | 12.7% | 1.16 | 4.4% |
| Gold (GLD) | 3.4% | 29.5% | 0.11 | 7.7% |
| Commodities (DBC) | 52.0% | 20.7% | 1.90 | -7.4% |
| Real Estate (VNQ) | 7.4% | 13.7% | 0.26 | 13.8% |
| Bitcoin (BTCUSD) | -27.7% | 43.7% | -0.62 | 2.9% |
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Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with WFCF | |
|---|---|---|---|---|
| WFCF | -0.1% | 59.9% | 0.22 | - |
| Sector ETF (XLI) | 12.7% | 17.6% | 0.55 | 10.5% |
| Equity (SPY) | 13.9% | 17.1% | 0.62 | 7.8% |
| Gold (GLD) | 18.3% | 18.9% | 0.78 | 4.6% |
| Commodities (DBC) | 9.7% | 19.5% | 0.38 | 0.1% |
| Real Estate (VNQ) | 1.5% | 18.8% | -0.03 | 10.4% |
| Bitcoin (BTCUSD) | 9.7% | 51.9% | 0.37 | 0.9% |
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Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with WFCF | |
|---|---|---|---|---|
| WFCF | -5.0% | 60.1% | 0.08 | - |
| Sector ETF (XLI) | 13.1% | 20.0% | 0.57 | 14.1% |
| Equity (SPY) | 15.5% | 17.9% | 0.73 | 11.6% |
| Gold (GLD) | 11.8% | 16.4% | 0.58 | 4.5% |
| Commodities (DBC) | 8.3% | 18.1% | 0.37 | 3.0% |
| Real Estate (VNQ) | 4.8% | 20.7% | 0.19 | 13.1% |
| Bitcoin (BTCUSD) | 63.2% | 66.2% | 1.03 | 1.6% |
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Returns Analyses
Earnings Returns History
Updated 9/11/2026| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 8/10/2026 | 0.0% | -1.7% | 1.2% |
| 5/15/2026 | -12.6% | 22.4% | 9.8% |
| 2/27/2026 | -0.2% | -3.5% | 6.6% |
| 11/14/2025 | -0.3% | 0.1% | -3.4% |
| 8/11/2025 | -0.2% | 0.1% | 12.2% |
| 5/12/2025 | -2.6% | 3.1% | 5.5% |
| 2/24/2025 | 0.0% | -8.2% | -6.3% |
| 11/14/2024 | 1.0% | 1.3% | 11.7% |
| ... | |||
| SUMMARY STATS | |||
| # Positive | 15 | 15 | 13 |
| # Negative | 9 | 9 | 11 |
| Median Positive | 0.2% | 1.5% | 6.6% |
| Median Negative | -1.9% | -4.7% | -4.1% |
| Max Positive | 4.5% | 28.0% | 41.4% |
| Max Negative | -12.6% | -8.2% | -13.5% |
| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 8/10/2026 | 0.0% | -1.7% | 1.2% |
| 5/15/2026 | -12.6% | 22.4% | 9.8% |
| 2/27/2026 | -0.2% | -3.5% | 6.6% |
| 11/14/2025 | -0.3% | 0.1% | -3.4% |
| 8/11/2025 | -0.2% | 0.1% | 12.2% |
| 5/12/2025 | -2.6% | 3.1% | 5.5% |
| 2/24/2025 | 0.0% | -8.2% | -6.3% |
| 11/14/2024 | 1.0% | 1.3% | 11.7% |
| 8/12/2024 | 0.0% | 1.4% | -0.9% |
| 5/2/2024 | 2.1% | 2.6% | 7.1% |
| 2/16/2024 | 3.5% | 1.5% | -6.8% |
| 11/13/2023 | 0.4% | -1.5% | -1.8% |
| 8/14/2023 | -2.0% | -4.7% | -4.1% |
| 5/17/2023 | 0.2% | 4.3% | 2.2% |
| 2/27/2023 | 0.0% | 0.0% | -1.8% |
| 11/17/2022 | 0.6% | 28.0% | 35.1% |
| 8/12/2022 | 4.5% | -6.8% | -12.3% |
| 5/13/2022 | 1.1% | 6.0% | -1.4% |
| 2/28/2022 | -1.9% | -7.3% | -13.5% |
| 11/8/2021 | -8.8% | 4.8% | 41.4% |
| 8/9/2021 | -1.4% | -1.8% | -11.2% |
| 5/11/2021 | 0.0% | -5.2% | 4.7% |
| 2/22/2021 | 0.0% | 0.0% | 0.0% |
| 11/10/2020 | 0.0% | 0.0% | 0.0% |
| SUMMARY STATS | |||
| # Positive | 15 | 15 | 13 |
| # Negative | 9 | 9 | 11 |
| Median Positive | 0.2% | 1.5% | 6.6% |
| Median Negative | -1.9% | -4.7% | -4.1% |
| Max Positive | 4.5% | 28.0% | 41.4% |
| Max Negative | -12.6% | -8.2% | -13.5% |
Industry Resources
| Industrials Resources |
| IndustryWeek |
| Manufacturing.net |
| Aviation Week |
| Diversified Support Services Resources |
| Facilities Management Journal (FMJ) |
| Supply Chain Brain |
| Corporate Services News |
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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