Wellgistics Health (WGRX)
Market Price (4/15/2026): $0.12 | Market Cap: $11.6 MilSector: Consumer Staples | Industry: Drug Retail
Wellgistics Health (WGRX)
Market Price (4/15/2026): $0.12Market Cap: $11.6 MilSector: Consumer StaplesIndustry: Drug Retail
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
Strong revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is 29% Valuation becoming less expensiveP/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is -70% | Weak multi-year price returns2Y Excs Rtn is -130%, 3Y Excs Rtn is -166% | Penny stockMkt Price is 0.1 Not profitable at operating income levelOp Inc LTMOperating Income, Last Twelve Months is -81 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -348% Debt is significantNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 183% Weak revenue growthRev Chg QQuarterly Revenue Change % is -87% Significant share based compensationSBC/Rev LTMShare Based Compensation / Revenue (Sales), Last Twelve Months (LTM) is 235% Not cash flow generativeCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is -47%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -50% 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 -753% High stock price volatilityVol 12M is 248% Key risksWGRX key risks include [1] poor financial health and high leverage that raise substantial doubt about its ability to continue as a going concern and [2] a potential delisting from Nasdaq for failing to meet the minimum bid price requirement. |
| Strong revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is 29% |
| Valuation becoming less expensiveP/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is -70% |
| Weak multi-year price returns2Y Excs Rtn is -130%, 3Y Excs Rtn is -166% |
| Penny stockMkt Price is 0.1 |
| Not profitable at operating income levelOp Inc LTMOperating Income, Last Twelve Months is -81 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -348% |
| Debt is significantNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 183% |
| Weak revenue growthRev Chg QQuarterly Revenue Change % is -87% |
| Significant share based compensationSBC/Rev LTMShare Based Compensation / Revenue (Sales), Last Twelve Months (LTM) is 235% |
| Not cash flow generativeCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is -47%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -50% |
| 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 -753% |
| High stock price volatilityVol 12M is 248% |
| Key risksWGRX key risks include [1] poor financial health and high leverage that raise substantial doubt about its ability to continue as a going concern and [2] a potential delisting from Nasdaq for failing to meet the minimum bid price requirement. |
Qualitative Assessment
AI Analysis | Feedback
1. Nasdaq Minimum Bid Price Deficiency Continued to Pressure Stock.
Wellgistics Health received a notification from Nasdaq on December 16, 2025, that its common stock did not meet the minimum closing bid price of $1.00 per share. At the time of the notice, the stock was trading at $0.58. This issue, which carried into the period since December 31, 2025, presented a significant delisting risk and eroded investor confidence, contributing to the stock's decline.
2. Significant and Widening Financial Losses Undermined Investor Confidence.
The company reported a substantially wider third-quarter loss in 2025 due to increased stock-based compensation expenses. For the fiscal year ending December 31, 2025, Wellgistics Health recorded a net loss of -$101.27 million. The fourth quarter of 2025 alone saw a loss of -$27.9 million, marking an 18.8% decrease from the previous quarter. This persistent unprofitability, with a negative P/E ratio as of April 10, 2026, signaled ongoing operational challenges and negatively impacted the stock valuation.
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Stock Movement Drivers
Fundamental Drivers
The -63.9% change in WGRX stock from 12/31/2025 to 4/14/2026 was primarily driven by a -31.6% change in the company's P/S Multiple.| (LTM values as of) | 12312025 | 4142026 | Change |
|---|---|---|---|
| Stock Price ($) | 0.40 | 0.14 | -63.9% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 34 | 23 | -31.5% |
| P/S Multiple | 0.9 | 0.6 | -31.6% |
| Shares Outstanding (Mil) | 74 | 97 | -23.0% |
| Cumulative Contribution | -63.9% |
Market Drivers
12/31/2025 to 4/14/2026| Return | Correlation | |
|---|---|---|
| WGRX | -63.9% | |
| Market (SPY) | -5.4% | 19.5% |
| Sector (XLP) | 4.9% | 4.7% |
Fundamental Drivers
The -83.8% change in WGRX stock from 9/30/2025 to 4/14/2026 was primarily driven by a -60.0% change in the company's P/S Multiple.| (LTM values as of) | 9302025 | 4142026 | Change |
|---|---|---|---|
| Stock Price ($) | 0.89 | 0.14 | -83.8% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 37 | 23 | -36.5% |
| P/S Multiple | 1.5 | 0.6 | -60.0% |
| Shares Outstanding (Mil) | 62 | 97 | -36.0% |
| Cumulative Contribution | -83.8% |
Market Drivers
9/30/2025 to 4/14/2026| Return | Correlation | |
|---|---|---|
| WGRX | -83.8% | |
| Market (SPY) | -2.9% | 11.1% |
| Sector (XLP) | 4.8% | -0.4% |
Fundamental Drivers
The -96.7% change in WGRX stock from 3/31/2025 to 4/14/2026 was primarily driven by a -95.2% change in the company's P/S Multiple.| (LTM values as of) | 3312025 | 4142026 | Change |
|---|---|---|---|
| Stock Price ($) | 4.32 | 0.14 | -96.7% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 18 | 23 | 28.7% |
| P/S Multiple | 12.4 | 0.6 | -95.2% |
| Shares Outstanding (Mil) | 52 | 97 | -46.2% |
| Cumulative Contribution | -96.7% |
Market Drivers
3/31/2025 to 4/14/2026| Return | Correlation | |
|---|---|---|
| WGRX | -96.7% | |
| Market (SPY) | 16.3% | 11.8% |
| Sector (XLP) | 1.9% | 4.5% |
Fundamental Drivers
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Market Drivers
3/31/2023 to 4/14/2026| Return | Correlation | |
|---|---|---|
| WGRX | ||
| Market (SPY) | 63.3% | 11.3% |
| Sector (XLP) | 17.7% | 2.5% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| WGRX Return | - | - | - | - | -90% | -70% | -97% |
| Peers Return | 16% | 25% | 22% | 37% | 58% | -7% | 257% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | -0% | 81% |
Monthly Win Rates [3] | |||||||
| WGRX Win Rate | - | - | - | - | 27% | 25% | |
| Peers Win Rate | 50% | 60% | 58% | 57% | 67% | 60% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 50% | |
Max Drawdowns [4] | |||||||
| WGRX Max Drawdown | - | - | - | - | -91% | -76% | |
| Peers Max Drawdown | -16% | -14% | -14% | -11% | -0% | -15% | |
| S&P 500 Max Drawdown | -1% | -25% | -1% | -2% | -15% | -7% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: MCK, COR, CAH, CVS, HIMS.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 4/14/2026 (YTD)
How Low Can It Go
WGRX has limited trading history. Below is the Consumer Staples sector ETF (XLP) in its place.
| Event | XLP | S&P 500 |
|---|---|---|
| 2022 Inflation Shock | ||
| % Loss | -17.5% | -25.4% |
| % Gain to Breakeven | 21.2% | 34.1% |
| Time to Breakeven | 682 days | 464 days |
| 2020 Covid Pandemic | ||
| % Loss | -24.9% | -33.9% |
| % Gain to Breakeven | 33.2% | 51.3% |
| Time to Breakeven | 154 days | 148 days |
| 2018 Correction | ||
| % Loss | -16.6% | -19.8% |
| % Gain to Breakeven | 19.9% | 24.7% |
| Time to Breakeven | 404 days | 120 days |
| 2008 Global Financial Crisis | ||
| % Loss | -33.4% | -56.8% |
| % Gain to Breakeven | 50.2% | 131.3% |
| Time to Breakeven | 605 days | 1,480 days |
Compare to MCK, COR, CAH, CVS, HIMS
In The Past
SPDR Select Sector Fund's stock fell -17.5% during the 2022 Inflation Shock from a high on 4/20/2022. A -17.5% loss requires a 21.2% gain to breakeven.
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About Wellgistics Health (WGRX)
AI Analysis | Feedback
1. Think of it as an integrated pharmaceutical services company, similar to a 'mini-Optum' but exclusively focused on drug distribution, specialty pharmacy, and related technology.
2. It's like a smaller, vertically integrated pharmaceutical provider that combines the drug wholesale capabilities of a McKesson with a specialty pharmacy and a technology platform for patient services.
3. Imagine an 'Amazon for specialized pharmaceutical services', providing a tech-enabled platform for drug distribution, specialty pharmacy, and patient care.
AI Analysis | Feedback
- Retail Community Specialty Pharmacy Services: Provides specialized pharmacy services to patients within the community.
- Wholesale Pharmaceutical Distribution: Focuses on the distribution and fulfillment of pharmaceutical medications to independent pharmacies.
- Pharmaceutical Technology Hub & Clinical Services Platform: Offers a novel technology platform for pharmaceutical hub and clinical services.
AI Analysis | Feedback
Wellgistics Health (WGRX) serves a diverse range of customers, encompassing both individuals and various entities within the healthcare industry. Based on the company description, its major customer categories are:
- Individuals/Patients: Through its subsidiary CSP (a retail community specialty pharmacy), Wellgistics Health directly serves patients in need of specialty medications.
- Independent Pharmacies: Its subsidiary Wellgistics LLC operates wholesale distribution and fulfillment for certain pharmaceutical medications to a network of independent pharmacies, helping them improve market access and patient outcomes.
- Other Healthcare Businesses: Through its technology division APS (a pharmaceutical technology hub), Wellgistics Health provides solutions and services to a broader range of healthcare entities, including other pharmacies, providers, pharmaceutical manufacturers, and payors.
AI Analysis | Feedback
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Prashant Patel, RPh, Interim-CEO & President
Mr. Patel is an entrepreneur and registered Pharmacist with extensive experience across various facets of the pharmaceutical supply chain. He co-founded, served as Director, President, and COO of TRxADE Health, Inc., where he pioneered innovative technology for secondary distribution, reverse distribution, and logistics. Mr. Patel has founded several startups, including a Retail/Community Pharmacy, and expanded into pharmaceutical distribution and sales with a focus on pharmaceutical disposal and reverse distribution. He has also served as a consultant to various return logistics pharmaceutical companies. He was re-appointed as Interim-CEO and President of Wellgistics Health in October 2025, having previously served as a Director, Chief Strategy Officer, and Vice Chairman of the Board of Directors for the company from 2023 until August 2025. Additionally, Mr. Patel served on the board of Scienture following its acquisition of TRxADE Group, Inc. from 2014 until 2025.
Eric Sherb, Interim-CFO
Mr. Sherb is a Certified Public Accountant with 16 years of experience in accounting advisory, auditing, and mergers and acquisitions, including capital markets experience with IPOs and direct listings. He is the Founder and Owner of EMS Consulting Services. His prior experience includes roles at PwC, RBSM LLP, and CFGI, where his core expertise focused on technical advisory for complex transactions, debt/equity financing, mergers and acquisitions, auditing, and IPO readiness. Mr. Sherb was appointed Interim-CFO of Wellgistics Health in October 2025.
Dr. Shafaat Pirani, PharmD, BCGP, Chief Clinical Officer
Dr. Pirani has served as the Chief Clinical & Regulatory Compliance Officer for Bonum Health and TRxADE Health, Inc. His background also includes roles as EVP of Alliance Pharma Solutions and Director of Operations for an independent mail-order pharmacy affiliated with a Pharmacy Benefit Manager (PBM).
Srini Kalla, Chief Technology Officer
Mr. Kalla previously held positions as Vice President of IT at OptumRx (UHG) and Principal at Elevance Health, where he focused on pharmacy and PBM healthcare technology and led various technology initiatives and M&A. At Wellgistics Health, he is responsible for modernizing the company's digital and data infrastructure, advancing its AI integration strategy, compliance frameworks, and platform interoperability. His background also includes senior leadership roles at Optum Workers' Comp and Auto No-Fault.
David Saslow, Corporate Counsel
Mr. Saslow has served as General Counsel and Chief Legal Officer for Automated Retail Technologies, Chessler Holdings, McIntyre Law Firm, and GPS Industries. He advises leadership on legal, regulatory, and strategic matters, bringing experience in technology-enabled businesses, complex commercial transactions, and enterprise risk management.
AI Analysis | Feedback
Wellgistics Health Inc. (WGRX) faces several significant risks to its business, primarily related to its financial viability and market listing, as well as the inherent challenges of operating in the healthcare and pharmaceutical sectors. Here are the key risks: 1. Financial Distress and Potential Bankruptcy: Wellgistics Health exhibits significant indicators of financial distress. The company has an Altman Z-Score of approximately -6.37, which suggests a possibility of bankruptcy within the next two years. This is supported by substantial operational inefficiencies, evidenced by an operating margin of -211.71% and a net margin of -228.17%, reflecting deep losses. Additionally, the company faces liquidity concerns with a current ratio of 0.39 and a quick ratio of 0.16, along with high leverage indicated by a debt-to-equity ratio of 3.87. 2. NASDAQ Delisting Risk: Wellgistics Health received a notice from Nasdaq on December 10, 2025, indicating that its common stock failed to meet the minimum closing bid price of $1.00 per share for 30 consecutive business days. The company has been granted an initial compliance period until June 8, 2026, to regain compliance. Failure to meet this requirement could result in the delisting of its common stock from The Nasdaq Capital Market, which would severely impact its ability to raise capital and its public visibility. 3. Regulatory and Competitive Pressures, and Commercialization Challenges: Operating in the highly regulated healthcare and pharmaceutical industries exposes Wellgistics Health to sector-specific risks such as ongoing regulatory changes and intense competitive pressures. Furthermore, the company faces risks related to the commercialization and market acceptance of its products and services, as well as challenges in successfully expanding its pharmacy network and telehealth initiatives.AI Analysis | Feedback
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Wellgistics Health (symbol: WGRX) operates in several key segments within the U.S. healthcare market, each with a significant addressable market. * **Specialty Pharmacy Services:** Wellgistics Health's retail community specialty pharmacy, CSP, addresses the growing U.S. specialty pharmacy market. This market was estimated at approximately $129 billion in 2024 and is projected to reach nearly $965.5 billion by 2030. * **Pharmaceutical Wholesale and Distribution:** Wellgistics LLC, the company's wholesale operations, operates within the U.S. pharmaceuticals wholesaling industry. This market is projected to reach $776.8 billion in 2030. * **Pharmaceutical Technology Hub and Clinical Services:** APS, Wellgistics Health's pharmaceutical technology hub, and its novel platform for hub and clinical services, fall under the U.S. pharma hub and patient access support service market. This market generated a revenue of $1.227 billion in 2023 and is expected to grow to $2.1263 billion by 2030.AI Analysis | Feedback
Wellgistics Health (WGRX) is poised for future revenue growth over the next 2-3 years, driven by several strategic initiatives and expansions across its integrated healthcare ecosystem. Here are the key expected drivers of future revenue growth: * **Expansion of Pharmacy and Manufacturer Network** Wellgistics Health is actively growing its network of independent pharmacies and strengthening relationships with pharmaceutical manufacturers. In Q1 2025, the company registered 354 new pharmacies, with a significant portion already placing orders. By the first half of 2025, the network expanded to include over 6,500 independent pharmacies and 200 manufacturers, indicating a continuous effort to increase market reach and product distribution capabilities. This expansion underpins growth in its core wholesale and distribution operations, enhancing market access for various pharmaceutical medications. * **Development and Monetization of AI-Powered Technology Platforms** The company is heavily investing in and deploying advanced technology platforms like EinsteinRx and PharmacyChain™. EinsteinRx has been launched as a "Premier AI Prescription Management Hub Solution" to integrate healthcare infrastructure and optimize prescription management. Furthermore, Wellgistics Health has licensed technology for PharmacyChain™, a blockchain-enabled platform designed for prescription drug tracking and dispensing to improve efficiency and patient outcomes. This platform is being strengthened with insurance eligibility and benefits verification capabilities, expected to become a significant revenue contributor starting in Q2 2026. * **Strategic Shift to Direct-to-Patient Services and Telemedicine** Wellgistics Health announced a strategic pivot in March 2026 to focus on selling prescription drugs directly to patients through its online pharmacy. This initiative involves expanding its EinsteinRx AI platform beyond dispensing optimization and building a comprehensive closed-loop telemedicine and diagnostics ecosystem. The company plans to leverage partnerships, including those with NFL Alumni Health, for consumer engagement and marketing campaigns in the second half of 2026 to drive awareness and adoption of its online pharmacy and associated services. * **Launch and Distribution of New and Specialized Health Solutions** Wellgistics Health is expanding its product portfolio, particularly in areas addressing chronic health conditions. This includes the planned launch of Forzet™, a GLP-1 companion muscle loss medical food, in Q1 2026, targeting the growing market for GLP-1 side-effect management. Additionally, the company made a strategic investment in a mental health AI startup in early 2026 to expand its presence in the rapidly growing mental health software market, aligning with its broader focus on enhancing patient care and offering supplementary health solutions.AI Analysis | Feedback
Share Issuance
- Wellgistics Health completed its Initial Public Offering (IPO) in February 2025, raising $4.0 million in gross proceeds from the sale of 888,889 shares of common stock at $4.50 per share.
- In September 2025, the company priced a public offering of 7,142,862 shares of common stock with accompanying warrants at $0.70 per share, expecting to raise approximately $5 million in gross proceeds for working capital, general corporate purposes, operating expenses, research and development, and potential acquisitions.
- As part of the Wellgistics acquisition, which closed in August 2024, 3,999,335 restricted shares valued at $15,000,000 were issued as transaction consideration in September 2025.
Outbound Investments
- Wellgistics Health acquired Wood Sage in June 2024, making it a wholly owned subsidiary and subsequently acquiring Wood Sage’s operating subsidiaries, APS and CSP.
- On August 30, 2024, Wellgistics Health completed the Wellgistics Acquisition, making Wellgistics LLC a wholly owned subsidiary, with consideration including a cash component and the issuance of 3,999,335 restricted shares valued at $15,000,000.
- In February 2026, Wellgistics Health made a strategic investment in a San Francisco-based mental health artificial intelligence company.
Capital Expenditures
- Proceeds from the February 2025 IPO were planned to be utilized for general corporate purposes, including capital expenditures.
- The company's operating costs, particularly in healthcare technology and pharmaceutical services, require significant capital expenditures.
- Capital expenditures are likely focused on enhancing technology infrastructure, such as the EinsteinRx™ AI platform and PharmacyChain™ blockchain platform, and supporting its pharmacy and wholesale distribution operations.
Latest Trefis Analyses
| Title | Date | |
|---|---|---|
| DASHBOARDS | ||
| Wellgistics Health Earnings Notes | 12/16/2025 |
| Title | |
|---|---|
| ARTICLES |
Trade Ideas
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| 03202026 | MKC | McCormick | Dip Buy | DB | P/E OPMDip Buy with Low PE and High MarginBuying dips for companies with tame PE and meaningfully high operating margin | -5.2% | -5.2% | -5.2% |
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Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 146.28 |
| Mkt Cap | 56.4 |
| Rev LTM | 285,225 |
| Op Inc LTM | 3,450 |
| FCF LTM | 4,555 |
| FCF 3Y Avg | 2,806 |
| CFO LTM | 5,194 |
| CFO 3Y Avg | 3,347 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 12.8% |
| Rev Chg 3Y Avg | 10.5% |
| Rev Chg Q | 9.8% |
| QoQ Delta Rev Chg LTM | 2.4% |
| Op Mgn LTM | 1.4% |
| Op Mgn 3Y Avg | 1.4% |
| QoQ Delta Op Mgn LTM | -0.0% |
| CFO/Rev LTM | 2.6% |
| CFO/Rev 3Y Avg | 1.5% |
| FCF/Rev LTM | 2.1% |
| FCF/Rev 3Y Avg | 1.3% |
Valuation
| Median | |
|---|---|
| Name | |
| Mkt Cap | 56.4 |
| P/S | 0.3 |
| P/EBIT | 19.2 |
| P/E | 34.2 |
| P/CFO | 9.7 |
| Total Yield | 3.8% |
| Dividend Yield | 0.5% |
| FCF Yield 3Y Avg | 5.5% |
| D/E | 0.2 |
| Net D/E | 0.1 |
Returns
| Median | |
|---|---|
| Name | |
| 1M Rtn | -8.4% |
| 3M Rtn | -5.2% |
| 6M Rtn | 0.0% |
| 12M Rtn | 14.9% |
| 3Y Rtn | 107.7% |
| 1M Excs Rtn | -13.5% |
| 3M Excs Rtn | -4.3% |
| 6M Excs Rtn | -5.2% |
| 12M Excs Rtn | -16.1% |
| 3Y Excs Rtn | 36.3% |
Price Behavior
| Market Price | $0.14 | |
| Market Cap ($ Bil) | 0.0 | |
| Distance from 52W High | -96.8% | |
| 50 Days | 200 Days | |
| DMA Price | $1.16 | $3.07 |
| DMA Trend | down | down |
| Distance from DMA | -87.5% | -95.3% |
| 3M | 1YR | |
| Volatility | 125.4% | 246.4% |
| Downside Capture | 1.60 | 1.88 |
| Upside Capture | -314.57 | -133.52 |
| Correlation (SPY) | 16.8% | 11.3% |
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 2.81 | 1.24 | 1.31 | 2.54 | 1.57 | -1.25 |
| Up Beta | 2.19 | 1.18 | -1.22 | 2.79 | 1.43 | -1.53 |
| Down Beta | 2.90 | 4.36 | 2.53 | 1.96 | 1.55 | 0.25 |
| Up Capture | -134% | -305% | -153% | -81% | -36% | -4% |
| Bmk +ve Days | 7 | 16 | 27 | 65 | 139 | 424 |
| Stock +ve Days | 6 | 12 | 19 | 43 | 88 | 99 |
| Down Capture | 499% | 309% | 307% | 253% | 171% | 107% |
| Bmk -ve Days | 12 | 23 | 33 | 58 | 110 | 323 |
| Stock -ve Days | 16 | 30 | 44 | 83 | 161 | 173 |
[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 WGRX | |
|---|---|---|---|---|
| WGRX | -96.5% | 249.4% | -0.52 | - |
| Sector ETF (XLP) | 4.9% | 12.8% | 0.11 | 2.0% |
| Equity (SPY) | 24.2% | 12.9% | 1.49 | 10.2% |
| Gold (GLD) | 53.4% | 27.6% | 1.55 | 4.5% |
| Commodities (DBC) | 26.8% | 16.2% | 1.47 | -1.0% |
| Real Estate (VNQ) | 18.7% | 13.8% | 1.00 | 7.6% |
| Bitcoin (BTCUSD) | -6.8% | 42.9% | -0.05 | 2.7% |
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Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with WGRX | |
|---|---|---|---|---|
| WGRX | -48.4% | 239.9% | -0.41 | - |
| Sector ETF (XLP) | 6.0% | 13.2% | 0.24 | 2.5% |
| Equity (SPY) | 11.1% | 17.0% | 0.50 | 11.4% |
| Gold (GLD) | 22.5% | 17.8% | 1.03 | 5.5% |
| Commodities (DBC) | 11.7% | 18.8% | 0.51 | 2.8% |
| Real Estate (VNQ) | 3.9% | 18.8% | 0.11 | 9.4% |
| Bitcoin (BTCUSD) | 5.8% | 56.5% | 0.32 | 4.4% |
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Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with WGRX | |
|---|---|---|---|---|
| WGRX | -28.1% | 239.9% | -0.41 | - |
| Sector ETF (XLP) | 7.1% | 14.7% | 0.35 | 2.5% |
| Equity (SPY) | 14.0% | 17.9% | 0.67 | 11.4% |
| Gold (GLD) | 14.3% | 15.9% | 0.75 | 5.5% |
| Commodities (DBC) | 8.8% | 17.6% | 0.42 | 2.8% |
| Real Estate (VNQ) | 5.4% | 20.7% | 0.23 | 9.4% |
| Bitcoin (BTCUSD) | 67.7% | 66.9% | 1.07 | 4.4% |
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Earnings Returns History
Expand for More| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 11/20/2025 | 2.4% | 14.4% | -12.4% |
| 8/22/2025 | 73.5% | 30.2% | 7.9% |
| SUMMARY STATS | |||
| # Positive | 2 | 2 | 1 |
| # Negative | 0 | 0 | 1 |
| Median Positive | 37.9% | 22.3% | 7.9% |
| Median Negative | -12.4% | ||
| Max Positive | 73.5% | 30.2% | 7.9% |
| Max Negative | -12.4% | ||
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.