Alamo (ALG)
Market Price (3/1/2026): $213.55 | Market Cap: $2.6 BilSector: Industrials | Industry: Construction Machinery & Heavy Transportation Equipment
Alamo (ALG)
Market Price (3/1/2026): $213.55Market Cap: $2.6 BilSector: IndustrialsIndustry: Construction Machinery & Heavy Transportation Equipment
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
| Attractive yieldTotal YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 5.1%, FCF Yield is 5.8% | Weak multi-year price returns2Y Excs Rtn is -29%, 3Y Excs Rtn is -37% | Weak revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is -2.7% |
| Attractive cash flow generationCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 11% | Key risksALG key risks include [1] margin pressure from production inefficiencies tied to ongoing facility consolidation, Show more. | |
| Low stock price volatilityVol 12M is 29% | ||
| Megatrend and thematic driversMegatrends include Sustainable Infrastructure, and Sustainable Resource Management. Themes include Waste Management Solutions, and Resource Efficiency Solutions. |
| Attractive yieldTotal YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 5.1%, FCF Yield is 5.8% |
| Attractive cash flow generationCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 11% |
| Low stock price volatilityVol 12M is 29% |
| Megatrend and thematic driversMegatrends include Sustainable Infrastructure, and Sustainable Resource Management. Themes include Waste Management Solutions, and Resource Efficiency Solutions. |
| Weak multi-year price returns2Y Excs Rtn is -29%, 3Y Excs Rtn is -37% |
| Weak revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is -2.7% |
| Key risksALG key risks include [1] margin pressure from production inefficiencies tied to ongoing facility consolidation, Show more. |
Qualitative Assessment
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Alamo (ALG) stock has gained about 35% since 11/30/2025 because of the following key factors:
1. Increased Quarterly Dividend. Alamo Group announced a quarterly dividend increase of over 13% to $0.34 per share on January 2, 2026, signaling management's confidence in the business and leading to a 6.86% stock gain on the announcement day.
2. Strategic Acquisition of Petersen Industries. The company announced its intent to acquire Petersen Industries on December 10, 2025, and completed the acquisition on January 26, 2026, expanding its industrial equipment offerings and forecast to contribute approximately $44 million in annual sales.
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1. Increased Quarterly Dividend. Alamo Group announced a quarterly dividend increase of over 13% to $0.34 per share on January 2, 2026, signaling management's confidence in the business and leading to a 6.86% stock gain on the announcement day.
2. Strategic Acquisition of Petersen Industries. The company announced its intent to acquire Petersen Industries on December 10, 2025, and completed the acquisition on January 26, 2026, expanding its industrial equipment offerings and forecast to contribute approximately $44 million in annual sales.
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Stock Movement Drivers
Fundamental Drivers
The 33.4% change in ALG stock from 11/30/2025 to 3/1/2026 was primarily driven by a 33.4% change in the company's P/E Multiple.| (LTM values as of) | 11302025 | 3012026 | Change |
|---|---|---|---|
| Stock Price ($) | 160.09 | 213.55 | 33.4% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 1,615 | 1,615 | 0.0% |
| Net Income Margin (%) | 7.2% | 7.2% | 0.0% |
| P/E Multiple | 16.5 | 22.1 | 33.4% |
| Shares Outstanding (Mil) | 12 | 12 | 0.0% |
| Cumulative Contribution | 33.4% |
Market Drivers
11/30/2025 to 3/1/2026| Return | Correlation | |
|---|---|---|
| ALG | 33.4% | |
| Market (SPY) | 0.4% | 31.9% |
| Sector (XLI) | 15.3% | 57.9% |
Fundamental Drivers
The 1.3% change in ALG stock from 8/31/2025 to 3/1/2026 was primarily driven by a 3.2% change in the company's P/E Multiple.| (LTM values as of) | 8312025 | 3012026 | Change |
|---|---|---|---|
| Stock Price ($) | 210.74 | 213.55 | 1.3% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 1,597 | 1,615 | 1.2% |
| Net Income Margin (%) | 7.4% | 7.2% | -2.8% |
| P/E Multiple | 21.4 | 22.1 | 3.2% |
| Shares Outstanding (Mil) | 12 | 12 | -0.1% |
| Cumulative Contribution | 1.3% |
Market Drivers
8/31/2025 to 3/1/2026| Return | Correlation | |
|---|---|---|
| ALG | 1.3% | |
| Market (SPY) | 6.6% | 25.5% |
| Sector (XLI) | 17.0% | 51.0% |
Fundamental Drivers
The 22.8% change in ALG stock from 2/28/2025 to 3/1/2026 was primarily driven by a 22.9% change in the company's P/E Multiple.| (LTM values as of) | 2282025 | 3012026 | Change |
|---|---|---|---|
| Stock Price ($) | 173.84 | 213.55 | 22.8% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 1,629 | 1,615 | -0.8% |
| Net Income Margin (%) | 7.1% | 7.2% | 1.2% |
| P/E Multiple | 18.0 | 22.1 | 22.9% |
| Shares Outstanding (Mil) | 12 | 12 | -0.4% |
| Cumulative Contribution | 22.8% |
Market Drivers
2/28/2025 to 3/1/2026| Return | Correlation | |
|---|---|---|
| ALG | 22.8% | |
| Market (SPY) | 16.5% | 53.7% |
| Sector (XLI) | 31.3% | 62.7% |
Fundamental Drivers
The 19.1% change in ALG stock from 2/28/2023 to 3/1/2026 was primarily driven by a 7.0% change in the company's Net Income Margin (%).| (LTM values as of) | 2282023 | 3012026 | Change |
|---|---|---|---|
| Stock Price ($) | 179.26 | 213.55 | 19.1% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 1,514 | 1,615 | 6.7% |
| Net Income Margin (%) | 6.7% | 7.2% | 7.0% |
| P/E Multiple | 20.9 | 22.1 | 5.6% |
| Shares Outstanding (Mil) | 12 | 12 | -1.2% |
| Cumulative Contribution | 19.1% |
Market Drivers
2/28/2023 to 3/1/2026| Return | Correlation | |
|---|---|---|
| ALG | 19.1% | |
| Market (SPY) | 79.6% | 45.9% |
| Sector (XLI) | 83.1% | 59.4% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| ALG Return | 7% | -3% | 49% | -11% | -9% | 29% | 61% |
| Peers Return | 16% | -5% | 13% | -8% | 22% | 30% | 84% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 1% | 84% |
Monthly Win Rates [3] | |||||||
| ALG Win Rate | 58% | 33% | 67% | 33% | 42% | 100% | |
| Peers Win Rate | 47% | 42% | 52% | 37% | 53% | 90% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 50% | |
Max Drawdowns [4] | |||||||
| ALG Max Drawdown | -1% | -25% | -1% | -22% | -15% | 0% | |
| Peers Max Drawdown | -7% | -34% | -18% | -19% | -18% | -0% | |
| S&P 500 Max Drawdown | -1% | -25% | -1% | -2% | -15% | -1% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: TTC, FSS, PLOW, ASTE, TEX.
[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 2/27/2026 (YTD)
How Low Can It Go
| Event | ALG | S&P 500 |
|---|---|---|
| 2022 Inflation Shock | ||
| % Loss | -33.4% | -25.4% |
| % Gain to Breakeven | 50.1% | 34.1% |
| Time to Breakeven | 253 days | 464 days |
| 2020 Covid Pandemic | ||
| % Loss | -42.5% | -33.9% |
| % Gain to Breakeven | 73.8% | 51.3% |
| Time to Breakeven | 234 days | 148 days |
| 2018 Correction | ||
| % Loss | -38.5% | -19.8% |
| % Gain to Breakeven | 62.5% | 24.7% |
| Time to Breakeven | 261 days | 120 days |
| 2008 Global Financial Crisis | ||
| % Loss | -65.3% | -56.8% |
| % Gain to Breakeven | 188.2% | 131.3% |
| Time to Breakeven | 632 days | 1,480 days |
Compare to TTC, FSS, PLOW, ASTE, TEX
In The Past
Alamo's stock fell -33.4% during the 2022 Inflation Shock from a high on 5/7/2021. A -33.4% loss requires a 50.1% gain to breakeven.
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About Alamo (ALG)
Alamo Group Inc. designs, manufactures, distributes, and services vegetation management and infrastructure maintenance equipment for governmental, industrial, and agricultural uses worldwide. Its Vegetation Management Division segment offers hydraulically-powered and tractor-mounted mowers, other cutters and replacement parts for heavy-duty and intensive uses and heavy duty applications, tractor- and truck-mounted mowing and vegetation maintenance equipment, and replacement parts. This segment also provides rotary and finishing mowers, flail and disc mowers, front-end loaders, backhoes, rotary tillers, posthole diggers, scraper blades and replacement parts, zero turn radius mowers, cutting parts, plain and hard-faced replacement tillage tools, disc blades, and fertilizer application components; aftermarket agricultural parts, heavy-duty mechanical rotary mowers, snow blowers, rock removal equipment, replacement parts, tractor attachments, agricultural implements, hydraulic and boom-mounted hedge and grass cutters, tractor attachments and implements, hedgerow cutters, industrial grass mowers, agricultural seedbed preparation cultivators, self-propelled sprayers and multi-drive load-carrying vehicles, cutting blades, and hydraulic and mechanical boom mowers. The company's Industrial Equipment Division segment offers truck-mounted air vacuum, mechanical broom, and regenerative air sweepers, pothole patchers, leaf collection equipment and replacement brooms, parking lot and street sweepers, excavators, catch basin cleaners, and roadway debris vacuum systems, as well as truck-mounted vacuum machines, combination sewer cleaners, and hydro excavators. This segment also offers ice control products, snowplows and heavy duty snow removal equipment, hitches, attachments, and graders; and public works and runway maintenance products, parts, and services, and high pressure cleaning systems and trenchers. The company was founded in 1955 and is headquartered in Seguin, Texas.
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- Deere & Company for municipal and agricultural maintenance equipment.
- A Caterpillar specializing in equipment for infrastructure and land management.
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- Agricultural Equipment: Manufactures and sells various farm implements, including mowers, spreaders, and cultivators, for agricultural applications.
- Infrastructure Maintenance Equipment: Produces specialized vehicles and attachments for road maintenance, snow removal, vegetation control, and street sweeping.
- Industrial Attachments: Supplies various industrial tools and attachments, such as excavators and forestry equipment, for professional and municipal use.
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Alamo Group Inc. (symbol: ALG) primarily sells its equipment to other companies and organizations rather than directly to individual consumers.
Due to its extensive product portfolio and diverse sales channels, which include a broad network of independent dealers and direct sales to numerous governmental and commercial entities, Alamo Group Inc. does not typically disclose specific named "major customer companies" in its public filings (such as specific public corporations representing a significant percentage of revenue). Instead, its customer base consists of the following categories of organizations:
- Independent Dealer Networks: A global network of approximately 3,800 independent dealers that purchase Alamo Group's equipment and resell it to a wide range of end-users. Each dealer is a business entity.
- Governmental Entities: Various federal, state, county, and municipal agencies around the world that directly purchase equipment for infrastructure maintenance, public works, and agricultural use.
- Large Commercial & Industrial Enterprises: A broad category encompassing businesses such as construction companies, landscaping firms, utility companies, agricultural businesses, and equipment rental companies, which utilize Alamo Group's specialized machinery for their operations.
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Robert P. Hureau, President & Chief Executive Officer
Mr. Hureau assumed the role of President and Chief Executive Officer of Alamo Group Inc. in September 2025. Prior to joining Alamo Group, Mr. Hureau was the Chief Executive Officer of American Trailer World (ATW), where he successfully merged and integrated two businesses, completed multiple strategic acquisitions, and led the divestiture of its aftermarket parts distribution unit. He has held executive leadership roles in both private and public companies, including serving as Executive Vice President and Chief Financial Officer at Pharmaceutical Product Development (PPD) and as Senior Vice President and Chief Financial Officer at Sensata Technologies. His experience at ATW, including leading a divestiture, is indicative of managing a company likely backed by private equity.
Agnes K. Kamps, Executive Vice President, Chief Financial Officer & Treasurer
Ms. Kamps joined Alamo Group in March 2024 and assumed the role of Executive Vice President, Chief Financial Officer, and Treasurer in May 2024. She brings over 25 years of expertise in corporate accounting, finance, and strategy across diverse industries, including heavy equipment, machinery, service, and chemicals. Before Alamo Group, Ms. Kamps served as Vice President and Chief Financial Officer at Americas Styrenics, LLC since January 2021. Her career also includes various accounting and finance management capacities with several Siemens companies and United Technologies. She has experience in steering strategic initiatives such as mergers and acquisitions and integrations.
Richard H. Raborn, Executive Vice President, Vegetation Management Division
Mr. Raborn serves as Executive Vice President of Alamo Group Inc.'s Vegetation Management Division. He has served as an Executive Vice President of Alamo Group Inc. since April 6.
Kevin J. Thomas, Executive Vice President, Industrial Equipment Division
Mr. Thomas serves as Executive Vice President of the Industrial Equipment Division for Alamo Group Inc. He joined senior management in this role in 2024.
Edward T. Rizzuti, Executive Vice President, Corporate Development & Investor Relations
Mr. Rizzuti is the Executive Vice President of Corporate Development & Investor Relations. He has also served as Vice President and General Counsel of Alamo Group, Inc. since July 15.
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The key risks to Alamo Group Inc. (symbol: ALG) are primarily related to operational efficiencies, market demand, and broader economic conditions.
- High Input Costs, Margin Pressures, and Operational Inefficiencies: Alamo Group Inc. has experienced challenges with high input costs, which have led to an inferior gross margin of 25.5%. Both divisions of the company have faced increased tariff expenses that were only partially offset by price increases. Furthermore, the Vegetation Management division has contended with production inefficiencies stemming from ongoing facility consolidation, resulting in lower sales and compressed margins. Management anticipates these production issues to persist in the near term.
- Weakness in End Markets and Contracting Earnings: The company has faced market trends working against its favor, evidenced by a 1.3% annual decline in sales over the last two years and a 5.7% annual contraction in earnings per share during the same period. Operational challenges within the Vegetation Management division, particularly due to persistent end-market weakness in segments like tree care and agriculture, have significantly weighed on overall profitability.
- Adverse Economic Conditions and Geopolitical Risks: Alamo Group Inc. acknowledges that adverse economic conditions could lead to a reduction in overall market demand. Other factors that could materially differ from forecasted results include supply chain disruptions, labor constraints, increasing costs due to inflation, disease outbreaks, and geopolitical risks such as tariffs, trade wars, and conflicts in Ukraine and the Middle East.
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The increasing industry shift towards electrification and alternative power sources in heavy equipment poses a clear emerging threat. As customers, particularly municipalities and agricultural businesses, increasingly prioritize electric or hybrid equipment for environmental, noise reduction, and operational cost benefits, Alamo Group Inc. faces the challenge of rapidly developing and manufacturing competitive electric and hybrid variants of its specialized product lines (including mowers, sweepers, and loaders). Failure to innovate effectively and meet this evolving market demand could result in a significant loss of market share to competitors investing heavily in these advanced powertrain technologies.
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Alamo Group (ALG) is anticipated to drive future revenue growth over the next 2-3 years through several key strategies and market dynamics:
- Sustained Strength in the Industrial Equipment Division: Alamo Group's Industrial Equipment Division has consistently demonstrated strong organic growth and healthy backlogs, with a reported 17% increase in sales in Q3 2025. This division, which includes products like excavators, vacuum trucks, and street sweepers, benefits from strong demand from governmental agencies and contractors. Management expects this robust performance to continue, providing good visibility and confidence into early 2026.
- Recovery and Operational Efficiencies in the Vegetation Management Division: While the Vegetation Management Division has experienced market softness, Alamo Group is actively implementing operational improvements, including consolidating manufacturing facilities and cost reduction actions. These initiatives are designed to improve efficiency, reduce fixed costs, and enhance manufacturing throughput, with expected benefits in future quarters that should contribute to a market recovery and improved profitability.
- Strategic Mergers and Acquisitions (M&A): The company has a stated long-term strategy of expanding into adjacent markets and enhancing its product offerings through strategic acquisitions. Alamo Group has an "active acquisition pipeline" and strong liquidity to support these endeavors. Recent examples include the acquisition of Ring-O-Matic, which complements its vacuum truck and excavator product lines, and Royal Truck & Equipment, expanding its reach into the highway safety equipment market.
- Increased Infrastructure Spending and Market Demand: Alamo Group's core markets, particularly those related to infrastructure maintenance, are expected to benefit from increased governmental and industrial spending. The demand for equipment in areas such as highway safety, vegetation management, and snow removal is driven by global efforts to improve and maintain infrastructure, providing a strong underlying market for Alamo's diverse product portfolio.
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Share Repurchases
- Alamo Group Inc. authorized a share repurchase program of up to $50 million of its outstanding common stock on October 31, 2024.
- The company's annual share buybacks were approximately $1.972 million in 2024, $1.034 million in 2023, and $768K in 2022.
- Share buybacks for the first two quarters of 2025 were $1.613 million in Q1 2025 and $26K in Q2 2025.
Share Issuance
- The number of shares outstanding for Alamo Group increased from 11.84 million in 2021 to 12.02 million as of October 2025.
- The 2015 Incentive Stock Option Plan approved by stockholders reserved 400,000 shares of common stock for options.
Outbound Investments
- Alamo Group acquired Ring O Matic in June 2025, a company specializing in Vacuum Excavators and Car Wash Pit Cleaners.
- Other recent acquisitions include Royal Truck & Equipment in October 2023, XS Real in February 2022, and Timberwolf in October 2021.
- The company is actively seeking meaningful acquisitions in 2025, leveraging its strong balance sheet for inorganic growth.
Capital Expenditures
- Capital expenditures for the first quarter of 2025 were $8.999 million, compared to $6.653 million in Q1 2024 and $6.008 million in Q1 2023.
- Research and development expenditures were approximately $13.5 million in 2024, $13.4 million in 2023, and $14.3 million in 2022, with similar levels expected for 2025.
- Repatriated funds are planned to be used to fund working capital, capital investments, and acquisitions across the company.
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| 02272026 | EFX | Equifax | Monopoly | MY | Getting CheaperMonopoly-Like with P/S DeclineLarge cap with monopoly-like margins or cash flow generation and getting cheaper based on P/S multiple | 0.0% | 0.0% | 0.0% |
| 02202026 | LZ | LegalZoom.com | Dip Buy | DB | CFO/Rev | Low D/EDip Buy with High Cash Flow MarginsBuying dips for companies with significant cash flows from operations and reasonable debt / market cap | 7.2% | 7.2% | -5.0% |
| 02132026 | ADP | Automatic Data Processing | Dip Buy | DB | P/E OPMDip Buy with Low PE and High MarginBuying dips for companies with tame PE and meaningfully high operating margin | 1.1% | 1.1% | -3.0% |
| 02132026 | TREX | Trex | Dip Buy | DB | P/E OPMDip Buy with Low PE and High MarginBuying dips for companies with tame PE and meaningfully high operating margin | -3.2% | -3.2% | -5.9% |
| 02132026 | PCTY | Paylocity | Dip Buy | DB | CFO/Rev | Low D/EDip Buy with High Cash Flow MarginsBuying dips for companies with significant cash flows from operations and reasonable debt / market cap | -0.6% | -0.6% | -4.8% |
| 03312020 | ALG | Alamo | Dip Buy | DB | Growth | FCF YieldDip Buy with Growth and High Free Cash Flow YieldBuying dips for companies with growth, and significant free cash flow yield (FCF / Market Cap) | 20.2% | 76.7% | -12.2% |
Research & Analysis
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Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 83.84 |
| Mkt Cap | 3.5 |
| Rev LTM | 1,835 |
| Op Inc LTM | 245 |
| FCF LTM | 185 |
| FCF 3Y Avg | 151 |
| CFO LTM | 215 |
| CFO 3Y Avg | 184 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 6.2% |
| Rev Chg 3Y Avg | 4.3% |
| Rev Chg Q | 11.6% |
| QoQ Delta Rev Chg LTM | 2.8% |
| Op Mgn LTM | 10.5% |
| Op Mgn 3Y Avg | 10.6% |
| QoQ Delta Op Mgn LTM | 0.0% |
| CFO/Rev LTM | 11.3% |
| CFO/Rev 3Y Avg | 8.8% |
| FCF/Rev LTM | 9.5% |
| FCF/Rev 3Y Avg | 6.6% |
Valuation
| Median | |
|---|---|
| Name | |
| Mkt Cap | 3.5 |
| P/S | 1.6 |
| P/EBIT | 16.3 |
| P/E | 26.1 |
| P/CFO | 14.4 |
| Total Yield | 4.9% |
| Dividend Yield | 0.9% |
| FCF Yield 3Y Avg | 4.9% |
| D/E | 0.2 |
| Net D/E | 0.1 |
Returns
| Median | |
|---|---|
| Name | |
| 1M Rtn | 15.0% |
| 3M Rtn | 41.4% |
| 6M Rtn | 28.9% |
| 12M Rtn | 57.9% |
| 3Y Rtn | 25.8% |
| 1M Excs Rtn | 15.9% |
| 3M Excs Rtn | 38.5% |
| 6M Excs Rtn | 20.0% |
| 12M Excs Rtn | 40.0% |
| 3Y Excs Rtn | -36.6% |
Price Behavior
Price Behavior
| Market Price | $213.53 | |
| Market Cap ($ Bil) | 2.6 | |
| First Trading Date | 03/19/1993 | |
| Distance from 52W High | -7.8% | |
| 50 Days | 200 Days | |
| DMA Price | $192.55 | $196.87 |
| DMA Trend | up | up |
| Distance from DMA | 10.9% | 8.5% |
| 3M | 1YR | |
| Volatility | 27.1% | 28.4% |
| Downside Capture | -36.24 | 59.47 |
| Upside Capture | 150.70 | 71.02 |
| Correlation (SPY) | 29.1% | 51.3% |
ALG Betas & Captures as of 2/28/2026
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 0.35 | 0.82 | 0.79 | 0.57 | 0.76 | 0.87 |
| Up Beta | 1.76 | 1.53 | 1.22 | 0.74 | 0.96 | 1.01 |
| Down Beta | 1.71 | 1.20 | 1.00 | 0.76 | 0.67 | 0.56 |
| Up Capture | 33% | 142% | 157% | 37% | 53% | 68% |
| Bmk +ve Days | 9 | 20 | 31 | 70 | 142 | 431 |
| Stock +ve Days | 11 | 24 | 36 | 59 | 121 | 385 |
| Down Capture | -138% | -61% | -40% | 50% | 69% | 100% |
| Bmk -ve Days | 12 | 21 | 30 | 54 | 109 | 320 |
| Stock -ve Days | 10 | 17 | 25 | 65 | 130 | 366 |
[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 ALG | |
|---|---|---|---|---|
| ALG | 16.3% | 28.7% | 0.52 | - |
| Sector ETF (XLI) | 32.7% | 19.1% | 1.35 | 60.4% |
| Equity (SPY) | 16.5% | 19.4% | 0.66 | 51.2% |
| Gold (GLD) | 81.3% | 25.7% | 2.29 | 2.4% |
| Commodities (DBC) | 13.4% | 16.9% | 0.58 | 24.0% |
| Real Estate (VNQ) | 7.3% | 16.6% | 0.25 | 44.9% |
| Bitcoin (BTCUSD) | -22.0% | 44.9% | -0.42 | 26.2% |
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Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with ALG | |
|---|---|---|---|---|
| ALG | 6.6% | 28.2% | 0.25 | - |
| Sector ETF (XLI) | 15.9% | 17.2% | 0.74 | 62.7% |
| Equity (SPY) | 13.6% | 17.0% | 0.63 | 50.4% |
| Gold (GLD) | 23.5% | 17.1% | 1.12 | 5.3% |
| Commodities (DBC) | 10.6% | 19.0% | 0.44 | 17.0% |
| Real Estate (VNQ) | 5.1% | 18.8% | 0.18 | 43.6% |
| Bitcoin (BTCUSD) | 4.0% | 57.0% | 0.29 | 21.3% |
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Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with ALG | |
|---|---|---|---|---|
| ALG | 15.6% | 30.8% | 0.54 | - |
| Sector ETF (XLI) | 15.2% | 19.8% | 0.68 | 63.9% |
| Equity (SPY) | 15.4% | 17.9% | 0.74 | 54.9% |
| Gold (GLD) | 15.3% | 15.6% | 0.82 | 2.2% |
| Commodities (DBC) | 8.7% | 17.6% | 0.41 | 22.5% |
| Real Estate (VNQ) | 6.6% | 20.7% | 0.28 | 48.6% |
| Bitcoin (BTCUSD) | 65.8% | 66.8% | 1.05 | 15.5% |
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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 | -3.6% | -4.3% | -6.2% |
| 8/6/2025 | -1.2% | 3.4% | -6.9% |
| 5/8/2025 | 7.2% | 13.2% | 17.2% |
| 2/27/2025 | -5.0% | -0.7% | -1.9% |
| 10/31/2024 | 10.6% | 16.5% | 19.1% |
| 7/31/2024 | -4.1% | -12.2% | -4.4% |
| 5/2/2024 | -0.7% | 1.6% | -4.3% |
| 2/22/2024 | -5.0% | -5.6% | 0.0% |
| ... | |||
| SUMMARY STATS | |||
| # Positive | 10 | 14 | 10 |
| # Negative | 13 | 9 | 13 |
| Median Positive | 3.0% | 4.8% | 13.2% |
| Median Negative | -3.3% | -4.3% | -4.4% |
| Max Positive | 11.6% | 16.5% | 19.1% |
| Max Negative | -6.9% | -12.3% | -20.7% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 09/30/2025 | 11/06/2025 | 10-Q |
| 06/30/2025 | 08/06/2025 | 10-Q |
| 03/31/2025 | 05/08/2025 | 10-Q |
| 12/31/2024 | 02/27/2025 | 10-K |
| 09/30/2024 | 10/31/2024 | 10-Q |
| 06/30/2024 | 07/31/2024 | 10-Q |
| 03/31/2024 | 05/02/2024 | 10-Q |
| 12/31/2023 | 02/22/2024 | 10-K |
| 09/30/2023 | 11/02/2023 | 10-Q |
| 06/30/2023 | 08/02/2023 | 10-Q |
| 03/31/2023 | 05/04/2023 | 10-Q |
| 12/31/2022 | 02/23/2023 | 10-K |
| 09/30/2022 | 11/03/2022 | 10-Q |
| 06/30/2022 | 08/03/2022 | 10-Q |
| 03/31/2022 | 05/05/2022 | 10-Q |
| 12/31/2021 | 02/24/2022 | 10-K |
Insider Activity
Expand for More| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Hureau, Robert Paul | President & CEO | Direct | Buy | 12012025 | 163.48 | 304 | 49,697 | 1,969,256 | Form |
| 2 | Hureau, Robert Paul | President & CEO | Direct | Buy | 11172025 | 167.77 | 600 | 100,661 | 1,944,096 | Form |
| 3 | Hureau, Robert Paul | President & CEO | Direct | Buy | 11172025 | 161.36 | 154 | 24,850 | 1,894,713 | Form |
| 4 | Leonard, Jeffery Allen | President & CEO | Direct | Sell | 8262025 | 222.19 | 2,500 | 555,484 | 8,535,127 | Form |
| 5 | Rizzuti, Edward | EVP, Corp Dev, IR & Secretary | Direct | Sell | 8222025 | 212.15 | 2,928 | 621,169 | 1,890,026 | 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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