Lifevantage (LFVN)
Market Price (2/7/2026): $5.02 | Market Cap: $63.5 MilSector: Consumer Staples | Industry: Packaged Foods & Meats
Lifevantage (LFVN)
Market Price (2/7/2026): $5.02Market Cap: $63.5 MilSector: Consumer StaplesIndustry: Packaged Foods & Meats
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 13%, ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is 9.1% | Weak multi-year price returns2Y Excs Rtn is -47%, 3Y Excs Rtn is -27% | Weak revenue growthRev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is 0.6%, Rev Chg QQuarterly Revenue Change % is -28% |
| Valuation becoming less expensiveP/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is -43% | Significant short interestShort Interest Days-to-CoverDTC = (Short Interest Share Quantity) / (Average Daily Trading Volume). Reflects how many days it would take to cover (close out) the short interest based on average volumes. High DTC can signify an increased risk of a short squeeze. is 18.12, Short Interest % of Basic SharesShort Interest % of Basic Shares = (Short Interest Quantity) / (Basic Shares Outstanding). A high fraction of short interest can indicate potential risk of a short squeeze. is 22% | |
| Megatrend and thematic driversMegatrends include Health & Wellness Trends, and E-commerce & DTC Adoption. Themes include Nutritional Supplements, Functional Foods & Beverages, Show more. | Key risksLFVN key risks include [1] operational and reputational challenges from its direct selling model and [2] a high revenue dependence on a limited number of key products. |
| Attractive yieldTotal YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 13%, ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is 9.1% |
| Valuation becoming less expensiveP/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is -43% |
| Megatrend and thematic driversMegatrends include Health & Wellness Trends, and E-commerce & DTC Adoption. Themes include Nutritional Supplements, Functional Foods & Beverages, Show more. |
| Weak multi-year price returns2Y Excs Rtn is -47%, 3Y Excs Rtn is -27% |
| Weak revenue growthRev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is 0.6%, Rev Chg QQuarterly Revenue Change % is -28% |
| Significant short interestShort Interest Days-to-CoverDTC = (Short Interest Share Quantity) / (Average Daily Trading Volume). Reflects how many days it would take to cover (close out) the short interest based on average volumes. High DTC can signify an increased risk of a short squeeze. is 18.12, Short Interest % of Basic SharesShort Interest % of Basic Shares = (Short Interest Quantity) / (Basic Shares Outstanding). A high fraction of short interest can indicate potential risk of a short squeeze. is 22% |
| Key risksLFVN key risks include [1] operational and reputational challenges from its direct selling model and [2] a high revenue dependence on a limited number of key products. |
Qualitative Assessment
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Lifevantage (LFVN) stock has lost about 40% since 10/31/2025 because of the following key factors:
1. Lowered Fiscal Year 2026 Guidance and Missed Q1 Fiscal 2026 Revenue.
LifeVantage issued fiscal year 2026 guidance in September 2025 that was below consensus expectations, projecting near zero organic growth at the midpoint of its revenue range. This was followed by the company missing its revenue forecasts for Q1 fiscal 2026, reported on November 4, 2025, with actual revenue of $47.6 million against a forecasted $56.1 million.
2. Significant Underperformance in Q2 Fiscal 2026 and Further Reduced Full-Year Outlook.
On February 4, 2026, LifeVantage reported substantially weaker-than-expected Q2 fiscal 2026 results, showing a 27.8% year-over-year decrease in revenue to $48.9 million and diluted earnings per share of $0.02, significantly missing analyst estimates of $0.15. This poor performance led the company to drastically cut its full fiscal year 2026 revenue guidance to a range of $185 million to $200 million and adjusted EPS guidance to $0.60 to $0.80.
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1. Lowered Fiscal Year 2026 Guidance and Missed Q1 Fiscal 2026 Revenue.
LifeVantage issued fiscal year 2026 guidance in September 2025 that was below consensus expectations, projecting near zero organic growth at the midpoint of its revenue range. This was followed by the company missing its revenue forecasts for Q1 fiscal 2026, reported on November 4, 2025, with actual revenue of $47.6 million against a forecasted $56.1 million.
2. Significant Underperformance in Q2 Fiscal 2026 and Further Reduced Full-Year Outlook.
On February 4, 2026, LifeVantage reported substantially weaker-than-expected Q2 fiscal 2026 results, showing a 27.8% year-over-year decrease in revenue to $48.9 million and diluted earnings per share of $0.02, significantly missing analyst estimates of $0.15. This poor performance led the company to drastically cut its full fiscal year 2026 revenue guidance to a range of $185 million to $200 million and adjusted EPS guidance to $0.60 to $0.80.
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Stock Movement Drivers
Fundamental Drivers
The -38.2% change in LFVN stock from 10/31/2025 to 2/6/2026 was primarily driven by a -20.9% change in the company's P/E Multiple.| (LTM values as of) | 10312025 | 2062026 | Change |
|---|---|---|---|
| Stock Price ($) | 8.14 | 5.03 | -38.2% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 229 | 210 | -8.1% |
| Net Income Margin (%) | 4.3% | 3.7% | -12.8% |
| P/E Multiple | 10.2 | 8.1 | -20.9% |
| Shares Outstanding (Mil) | 12 | 13 | -2.5% |
| Cumulative Contribution | -38.2% |
Market Drivers
10/31/2025 to 2/6/2026| Return | Correlation | |
|---|---|---|
| LFVN | -38.2% | |
| Market (SPY) | 1.3% | 37.1% |
| Sector (XLP) | 15.3% | 22.3% |
Fundamental Drivers
The -59.5% change in LFVN stock from 7/31/2025 to 2/6/2026 was primarily driven by a -51.7% change in the company's P/E Multiple.| (LTM values as of) | 7312025 | 2062026 | Change |
|---|---|---|---|
| Stock Price ($) | 12.42 | 5.03 | -59.5% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 222 | 210 | -5.5% |
| Net Income Margin (%) | 4.1% | 3.7% | -9.1% |
| P/E Multiple | 16.8 | 8.1 | -51.7% |
| Shares Outstanding (Mil) | 12 | 13 | -2.3% |
| Cumulative Contribution | -59.5% |
Market Drivers
7/31/2025 to 2/6/2026| Return | Correlation | |
|---|---|---|
| LFVN | -59.5% | |
| Market (SPY) | 9.6% | 32.2% |
| Sector (XLP) | 11.0% | 18.8% |
Fundamental Drivers
The -75.8% change in LFVN stock from 1/31/2025 to 2/6/2026 was primarily driven by a -86.8% change in the company's P/E Multiple.| (LTM values as of) | 1312025 | 2062026 | Change |
|---|---|---|---|
| Stock Price ($) | 20.82 | 5.03 | -75.8% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 196 | 210 | 7.2% |
| Net Income Margin (%) | 2.1% | 3.7% | 77.4% |
| P/E Multiple | 61.3 | 8.1 | -86.8% |
| Shares Outstanding (Mil) | 12 | 13 | -3.8% |
| Cumulative Contribution | -75.8% |
Market Drivers
1/31/2025 to 2/6/2026| Return | Correlation | |
|---|---|---|
| LFVN | -75.8% | |
| Market (SPY) | 15.8% | 35.3% |
| Sector (XLP) | 13.5% | 17.4% |
Fundamental Drivers
The 40.9% change in LFVN stock from 1/31/2023 to 2/6/2026 was primarily driven by a 1752.1% change in the company's Net Income Margin (%).| (LTM values as of) | 1312023 | 2062026 | Change |
|---|---|---|---|
| Stock Price ($) | 3.57 | 5.03 | 40.9% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 205 | 210 | 2.5% |
| Net Income Margin (%) | 0.2% | 3.7% | 1752.1% |
| P/E Multiple | 107.4 | 8.1 | -92.5% |
| Shares Outstanding (Mil) | 12 | 13 | -1.5% |
| Cumulative Contribution | 40.9% |
Market Drivers
1/31/2023 to 2/6/2026| Return | Correlation | |
|---|---|---|
| LFVN | 40.9% | |
| Market (SPY) | 76.2% | 22.0% |
| Sector (XLP) | 28.3% | 10.4% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| LFVN Return | -32% | -40% | 75% | 197% | -64% | -25% | -43% |
| Peers Return | 10% | -44% | 4% | -48% | 20% | 13% | -55% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | -1% | 81% |
Monthly Win Rates [3] | |||||||
| LFVN Win Rate | 25% | 33% | 42% | 67% | 33% | 0% | |
| Peers Win Rate | 60% | 30% | 50% | 37% | 40% | 60% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 50% | |
Max Drawdowns [4] | |||||||
| LFVN Max Drawdown | -34% | -44% | -18% | -11% | -65% | -25% | |
| Peers Max Drawdown | -11% | -52% | -28% | -54% | -31% | -2% | |
| S&P 500 Max Drawdown | -1% | -25% | -1% | -2% | -15% | -1% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: HLF, NUS, USNA, MED, NATR. See LFVN Returns vs. Peers.
[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 2/6/2026 (YTD)
How Low Can It Go
| Event | LFVN | S&P 500 |
|---|---|---|
| 2022 Inflation Shock | ||
| % Loss | -70.2% | -25.4% |
| % Gain to Breakeven | 235.9% | 34.1% |
| Time to Breakeven | 498 days | 464 days |
| 2020 Covid Pandemic | ||
| % Loss | -53.4% | -33.9% |
| % Gain to Breakeven | 114.4% | 51.3% |
| Time to Breakeven | 1,739 days | 148 days |
| 2018 Correction | ||
| % Loss | -64.2% | -19.8% |
| % Gain to Breakeven | 179.1% | 24.7% |
| Time to Breakeven | 319 days | 120 days |
| 2008 Global Financial Crisis | ||
| % Loss | -87.9% | -56.8% |
| % Gain to Breakeven | 728.6% | 131.3% |
| Time to Breakeven | 134 days | 1,480 days |
Compare to HLF, NUS, USNA, MED, NATR
In The Past
Lifevantage's stock fell -70.2% during the 2022 Inflation Shock from a high on 2/8/2021. A -70.2% loss requires a 235.9% gain to breakeven.
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About Lifevantage (LFVN)
LifeVantage Corporation engages in the identification, research, development, formulation, sale, and distribution of nutrigenomic activators, dietary supplements, nootropics, pre- and pro-biotics, weight management, skin and hair care products, bath and body, and targeted relief products. The company offers Protandim, a line of scientifically validated dietary supplements; LifeVantage Omega+, a dietary supplement that combines DHA and EPA Omega-3 fatty acids, Omega-7 fatty acids, and vitamin D3; LifeVantage ProBio, a dietary supplement to support digestive system health; a line of weight management products under the PhysIQ brand; Petandim for Dogs, a supplement to combat oxidative stress in dogs; and Axio, a line of energy drink mixes. It also provides anti-aging skin care products, including facial cleansers, perfecting lotions, eye serums, anti-aging creams, hand creams, beauty serum, as well as hair care products, such as invigorating shampoos, nourishing conditioners, and scalp serums under the LifeVantage TrueScience brand name. In addition, the company offers bath and body, and targeted relief products, such as body lotion, body wash, body butter, deodorant, soothing balm, and body rub under the TrueScience brand name. It sells its products through its website, as well as through a network of independent distributors in the United States, Mexico, Japan, Australia, Hong Kong, Canada, Thailand, the United Kingdom, the Netherlands, Germany, Taiwan, Austria, Spain, Ireland, Belgium, New Zealand, Singapore, and China. LifeVantage Corporation is headquartered in Lehi, Utah.
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Herbalife, but focused on cellular health and anti-aging supplements.
A multi-level marketing (MLM) company in the wellness and skincare sector, similar to Amway or Herbalife.
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```html- Protandim Synergizers: A line of dietary supplements designed to activate specific cellular pathways (Nrf2, Nrf1, NAD) to combat oxidative stress, mitochondrial decline, and support cellular health.
- TrueScience Skincare: A collection of topical skincare products utilizing nutrigenomic technology to improve skin health and appearance.
- PhysIQ Weight Management: A system of dietary supplements and meal replacements aimed at supporting healthy weight loss and metabolism.
- Targeted Nutrition & Pet Health: Includes specialized supplements for energy (Axio), daily wellness (e.g., probiotics, omega-3s, vitamins), and a line of supplements formulated for canine health.
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Lifevantage (LFVN) operates using a multi-level marketing (MLM) direct-selling model. As such, it sells its products primarily to individuals rather than to other companies. Its major customers can be categorized as follows:- Independent Distributors: These individuals are the core of Lifevantage's sales force and its primary direct customers. They purchase products directly from Lifevantage for their personal consumption, to maintain inventory for resale to end-consumers, and to qualify for commissions and bonuses by building their own sales teams and achieving specific sales volumes.
- Preferred Customers: These individuals enroll directly with Lifevantage for recurring product shipments (subscriptions), often receiving discounted pricing or other benefits. They are primarily consumers who commit to regular, automated purchases of Lifevantage products for their personal use.
- Direct Retail Customers: These are individuals who make one-time purchases of Lifevantage products directly through the company's official website or other direct company channels, without signing up for a subscription or becoming an independent distributor. While their purchase might eventually be credited to a distributor, the initial transaction is directly with Lifevantage.
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Steve Fife, President and Chief Executive Officer
Steve Fife has over three decades of financial leadership experience. He joined LifeVantage as Chief Financial Officer in March 2017, was appointed Interim Chief Executive Officer in September 2020, and became permanent CEO in February 2021. Prior to LifeVantage, he served as Chief Financial Officer and Chief Operating Officer at Evidera, Inc., a private equity-sponsored professional services firm. He also held CFO positions at publicly traded companies such as Active Power, Inc. and LECG, and held senior financial roles at Gilead Sciences, Amkor Technologies, and JDS Uniphase. He began his career as a Senior Audit Manager at Deloitte & Touche. He is a Certified Public Accountant (inactive) and holds a Bachelor of Science degree in Accounting from Brigham Young University.
Carl Aure, Chief Financial Officer
Carl Aure was appointed Chief Financial Officer of LifeVantage in October 2021. He possesses over 24 years of finance and accounting experience, including more than 15 years in the direct selling industry. Before joining LifeVantage, he served as Chief Accounting Officer for New Age, Inc., a social selling company. He joined New Age in 2018 as Senior Vice President, Corporate Controller, following its acquisition of Morinda Holdings, Inc., where he held various finance and accounting roles from 2005 to 2018. Earlier in his career, he spent eight years at KPMG, LLP, most recently as Senior Manager. He is a Certified Public Accountant and holds a Master of Professional Accountancy from the University of Utah.
Julie Boyster, Chief Marketing Officer
Julie Boyster has served as Chief Marketing Officer since January 2022. She is recognized as a strategic marketer with a strong background in direct sales, having previously led product marketing, communications, and digital teams for Plexus Worldwide, where she played a key role in the company's hypergrowth and digital transformation. Ms. Boyster holds a Bachelor of Arts degree in Journalism and Mass Communication from Arizona State University.
Kristen Cunningham, Chief Sales Officer
Kristen Cunningham has been LifeVantage's Chief Sales Officer since June 2022, following her tenure as Interim Chief Sales Officer and various leadership roles within the sales organization since November 2020. Prior to LifeVantage, she served as Director of Business Development and held other sales leadership positions at Shaklee Corporation from August 2011 to October 2020. From 2006 to 2011, she worked in distributor support and sales at Nu Skin Enterprises. Ms. Cunningham holds a Bachelor of Arts degree in Communications and Media Studies from Brigham Young University.
Michelle Oborn, Chief People Officer
Michelle Oborn has served as Chief People Officer since August 2022 and has been a pivotal leader in the human resources department at LifeVantage since 2009. She also directs LifeVantage Legacy, the company's non-profit organization. Before joining LifeVantage, Ms. Oborn was the Human Resources Manager at Zrii International, a direct selling wellness company. From 2005 to 2008, she worked as a litigation and employment paralegal at Wrona Law Offices. She holds a degree in Political Science from the University of Utah.
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The public company LifeVantage (symbol: LFVN) faces several key risks to its business operations and financial performance:
- Reliance on a Direct Selling Model: LifeVantage primarily operates through a direct selling network of independent consultants, which presents multiple inherent risks. These include the potential for non-compliance by independent consultants with legal requirements or company policies, changes to consultant compensation plans, and potential negative publicity or regulatory scrutiny associated with the direct selling model. This model's pressures can also challenge profit margins.
- Intense Competition in the Dietary Supplement and Personal Care Markets: LifeVantage operates in highly competitive dietary supplement and personal care markets. The company's ability to compete effectively against numerous other players, some of which may have greater financial resources or market share, could materially impact its results of operations and financial condition.
- Dependence on Key Products and Associated Product Risks: The company depends on a limited number of products for a significant portion of its revenue. This concentration increases the business's vulnerability if any of these key products face issues. Furthermore, the business is susceptible to product liability claims and the risk of product recalls, which could lead to significant financial costs and reputational damage.
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The increasing prevalence and market penetration of direct-to-consumer (DTC) wellness and supplement brands poses a clear emerging threat to Lifevantage. These DTC companies leverage sophisticated digital marketing, e-commerce platforms, and subscription models to offer scientifically-backed supplements, including those focused on anti-aging, cellular health, and nutrigenomics principles, directly to consumers. This business model bypasses the traditional multi-level marketing (MLM) distribution network, enabling potentially lower cost structures, greater pricing flexibility, and a more streamlined customer experience. Consumers are increasingly drawn to the transparency, convenience, and direct relationship offered by DTC brands, which directly erodes the unique distribution advantage and customer acquisition strategy historically employed by Lifevantage and other MLM companies in the health and wellness sector.
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LifeVantage (LFVN) operates in several addressable markets with the following estimated sizes:
- Nutraceuticals (Dietary Supplements): The global nutraceuticals market, which includes dietary supplements, was valued at approximately USD 451.8 billion to USD 591.1 billion in 2024. It is projected to reach between USD 877.8 billion and USD 986.85 billion by 2033-2035. The United States accounted for over 27.9% of the global nutraceuticals market in 2024.
- Weight Management Products and Services: The global weight management market was estimated to be between USD 144.6 billion and USD 562.9 billion in 2024. It is projected to grow to approximately USD 298.66 billion to USD 881.1 billion by 2030-2033. The global market for weight management supplements alone was valued at USD 5.2 billion in 2024 and is projected to reach USD 22.2 billion by 2035. The U.S. weight loss industry was valued at USD 3.4 billion in 2023.
- Anti-Aging Products (Skincare): The global anti-aging products market was valued at approximately USD 48.20 billion to USD 55.8 billion in 2024. It is projected to reach between USD 80.61 billion and USD 108.5 billion by 2030-2033. North America held 30.4% of the global anti-aging products market revenue in 2024.
- Skincare Products: The global skincare products market was valued at approximately USD 115.65 billion to USD 171.05 billion in 2024. It is projected to grow to between USD 194.05 billion and USD 260.61 billion by 2032-2033. The U.S. skincare market is projected to reach an estimated value of USD 30.42 billion by 2032.
- Hair Care Products: The global hair care market was valued at approximately USD 90.5 billion to USD 106.91 billion in 2024. It is projected to reach between USD 128.7 billion and USD 213.47 billion by 2032-2034. North America dominated the market, holding over 35.0% of the market share in 2024, with the U.S. contributing an estimated USD 22.2 billion in revenue in 2024.
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Here are 3-5 expected drivers of future revenue growth for LifeVantage (LFVN) over the next 2-3 years:
- Continued Growth and International Expansion of the MindBody GLP-1 System: The MindBody GLP-1 system has been a significant driver of revenue growth, particularly in the U.S. market, since its launch. LifeVantage is actively expanding this product internationally, with launches in Japan, Australia, New Zealand, Mexico, Europe, the UK, Thailand, the Philippines, Taiwan, and Canada planned or already executed through fiscal year 2026. This global rollout is anticipated to be a primary contributor to future revenue increases.
- Strategic Acquisition of LoveBiome: The acquisition of LoveBiome is expected to drive growth by expanding LifeVantage's product offerings in the rapidly growing gut microbiome health market. This acquisition also provides geographic expansion, particularly in the U.S., Taiwan, and Europe, and is projected to contribute to revenue in fiscal year 2026.
- Expansion and Enhancement of the Direct Selling Model and Consultant Base (LV360 and Evolve Compensation Plan): LifeVantage is focusing on increasing its active customer and independent consultant base through its LV360 initiatives and the Evolve Compensation Plan. This modernized compensation plan, which offers various income opportunities and supports both traditional sellers and micro-influencers, is being expanded to new international markets such as the Philippines, Taiwan, Hong Kong, and Singapore, with the aim of attracting and retaining consultants and customers to drive sales growth.
- Launch of New Products and Product Stacks: Beyond the MindBody GLP-1 system, LifeVantage continues its strategy of product development and innovation. The company has teased the launch of new weight loss products and introduces "Health Stacks" (product bundles) to provide synergistic health benefits and drive sales.
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Share Repurchases
- LifeVantage is authorized to repurchase up to $60.0 million of its outstanding shares through December 31, 2026, a program that was last amended on June 12, 2023.
- In fiscal year 2025 (ended June 30, 2025), the company repurchased 0.3 million shares for an aggregate price of $3.1 million.
- In fiscal year 2024 (ended June 30, 2024), LifeVantage repurchased 1.0 million shares for $6.4 million. [cite: 17 (previous search)]
- As of September 30, 2025, approximately $16.7 million remained under the current share repurchase program authorization. [cite: 8 (previous search)]
Share Issuance
- LifeVantage issued 0.5 million shares of common stock under company stock plans during the three months ended September 30, 2025.
- During the three months ended September 30, 2024, 0.1 million shares of common stock were issued under company stock plans.
- Stockholders approved amendments to the 2017 Plan in November 2022 and November 2023, increasing the number of shares available for issuance under the plan by 1,052,000 and 1,138,000 shares, respectively. [cite: 1 (previous search)]
Inbound Investments
- No significant inbound investments by third parties have been reported for the last 3-5 years.
Outbound Investments
- On October 1, 2025, LifeVantage completed the acquisition of critical assets of LoveBiome. [cite: 1 (previous search)]
- The company's $5.0 million revolving credit facility was amended to permit its use for acquisitions. [cite: 1 (previous search)]
Capital Expenditures
- Purchases of property and equipment, which represent capital expenditures, amounted to approximately $439 thousand for the three months ended September 30, 2025.
- For the three months ended September 30, 2024, capital expenditures for purchases of property and equipment were approximately $349 thousand.
Latest Trefis Analyses
| Title | |
|---|---|
| ARTICLES |
Research & Analysis
Invest in Strategies
Wealth Management
Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 14.17 |
| Mkt Cap | 0.4 |
| Rev LTM | 694 |
| Op Inc LTM | 33 |
| FCF LTM | 25 |
| FCF 3Y Avg | 57 |
| CFO LTM | 35 |
| CFO 3Y Avg | 72 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | -0.9% |
| Rev Chg 3Y Avg | -3.2% |
| Rev Chg Q | -6.3% |
| QoQ Delta Rev Chg LTM | -1.7% |
| Op Mgn LTM | 4.4% |
| Op Mgn 3Y Avg | 4.5% |
| QoQ Delta Op Mgn LTM | -0.5% |
| CFO/Rev LTM | 4.6% |
| CFO/Rev 3Y Avg | 6.6% |
| FCF/Rev LTM | 2.7% |
| FCF/Rev 3Y Avg | 4.4% |
Valuation
| Median | |
|---|---|
| Name | |
| Mkt Cap | 0.4 |
| P/S | 0.3 |
| P/EBIT | 5.5 |
| P/E | 15.6 |
| P/CFO | 12.4 |
| Total Yield | 8.8% |
| Dividend Yield | 0.1% |
| FCF Yield 3Y Avg | 10.6% |
| D/E | 0.1 |
| Net D/E | -0.1 |
Returns
| Median | |
|---|---|
| Name | |
| 1M Rtn | 8.1% |
| 3M Rtn | 15.4% |
| 6M Rtn | 5.4% |
| 12M Rtn | 22.0% |
| 3Y Rtn | -31.6% |
| 1M Excs Rtn | 8.0% |
| 3M Excs Rtn | -0.7% |
| 6M Excs Rtn | 1.9% |
| 12M Excs Rtn | 8.5% |
| 3Y Excs Rtn | -104.7% |
Comparison Analyses
Price Behavior
Price Behavior
| Market Price | $5.03 | |
| Market Cap ($ Bil) | 0.1 | |
| First Trading Date | 10/05/2004 | |
| Distance from 52W High | -75.3% | |
| 50 Days | 200 Days | |
| DMA Price | $6.18 | $9.97 |
| DMA Trend | down | down |
| Distance from DMA | -18.5% | -49.6% |
| 3M | 1YR | |
| Volatility | 64.5% | 58.9% |
| Downside Capture | 343.92 | 198.45 |
| Upside Capture | 91.92 | 38.21 |
| Correlation (SPY) | 28.4% | 34.4% |
LFVN 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 | 1.97 | 0.98 | 1.32 | 1.26 | 1.05 | 0.96 |
| Up Beta | -5.61 | -3.36 | -0.55 | 1.31 | 1.01 | 0.91 |
| Down Beta | 1.57 | 0.19 | 1.04 | 1.13 | 1.09 | 1.17 |
| Up Capture | 207% | 88% | 42% | -14% | 8% | 63% |
| Bmk +ve Days | 11 | 22 | 34 | 71 | 142 | 430 |
| Stock +ve Days | 11 | 20 | 29 | 58 | 119 | 386 |
| Down Capture | 622% | 350% | 273% | 227% | 139% | 96% |
| Bmk -ve Days | 9 | 19 | 27 | 54 | 109 | 321 |
| Stock -ve Days | 9 | 21 | 32 | 65 | 129 | 351 |
[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 LFVN | |
|---|---|---|---|---|
| LFVN | -77.7% | 60.9% | -2.20 | - |
| Sector ETF (XLP) | 13.3% | 14.0% | 0.66 | 19.0% |
| Equity (SPY) | 15.4% | 19.4% | 0.61 | 35.7% |
| Gold (GLD) | 73.9% | 24.8% | 2.19 | -1.0% |
| Commodities (DBC) | 8.9% | 16.6% | 0.34 | 11.6% |
| Real Estate (VNQ) | 4.6% | 16.5% | 0.10 | 26.6% |
| Bitcoin (BTCUSD) | -33.5% | 42.9% | -0.83 | 23.1% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with LFVN | |
|---|---|---|---|---|
| LFVN | -8.6% | 61.3% | 0.10 | - |
| Sector ETF (XLP) | 9.2% | 13.1% | 0.48 | 12.9% |
| Equity (SPY) | 14.4% | 17.0% | 0.68 | 22.5% |
| Gold (GLD) | 21.4% | 16.9% | 1.03 | 4.5% |
| Commodities (DBC) | 11.5% | 18.9% | 0.49 | 6.2% |
| Real Estate (VNQ) | 5.0% | 18.8% | 0.17 | 15.0% |
| Bitcoin (BTCUSD) | 13.9% | 57.8% | 0.46 | 12.9% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with LFVN | |
|---|---|---|---|---|
| LFVN | -3.7% | 59.5% | 0.19 | - |
| Sector ETF (XLP) | 8.4% | 14.6% | 0.44 | 19.6% |
| Equity (SPY) | 15.4% | 17.9% | 0.74 | 27.2% |
| Gold (GLD) | 15.7% | 15.5% | 0.84 | 1.8% |
| Commodities (DBC) | 8.0% | 17.6% | 0.37 | 11.0% |
| Real Estate (VNQ) | 6.0% | 20.7% | 0.25 | 21.8% |
| Bitcoin (BTCUSD) | 67.1% | 66.6% | 1.07 | 9.0% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Earnings Returns History
Expand for More| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 2/4/2026 | |||
| 9/4/2025 | -10.0% | -12.6% | -29.3% |
| 5/6/2025 | -6.6% | 1.3% | 3.8% |
| 2/5/2025 | -16.5% | -14.9% | -32.1% |
| 8/28/2024 | -11.8% | 2.2% | 47.9% |
| 5/2/2024 | 7.5% | 11.3% | 30.0% |
| 1/30/2024 | -8.9% | 3.8% | 17.6% |
| 11/9/2023 | -21.7% | -32.7% | -6.4% |
| ... | |||
| SUMMARY STATS | |||
| # Positive | 8 | 11 | 9 |
| # Negative | 13 | 10 | 12 |
| Median Positive | 7.2% | 9.1% | 17.6% |
| Median Negative | -8.9% | -11.8% | -7.3% |
| Max Positive | 23.9% | 45.8% | 58.1% |
| Max Negative | -21.7% | -32.7% | -32.1% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 12/31/2025 | 02/04/2026 | 10-Q |
| 09/30/2025 | 11/04/2025 | 10-Q |
| 06/30/2025 | 09/04/2025 | 10-K |
| 03/31/2025 | 05/06/2025 | 10-Q |
| 12/31/2024 | 02/05/2025 | 10-Q |
| 09/30/2024 | 10/29/2024 | 10-Q |
| 06/30/2024 | 08/28/2024 | 10-K |
| 03/31/2024 | 05/02/2024 | 10-Q |
| 12/31/2023 | 01/30/2024 | 10-Q |
| 09/30/2023 | 11/09/2023 | 10-Q |
| 06/30/2023 | 08/28/2023 | 10-K |
| 03/31/2023 | 05/04/2023 | 10-Q |
| 12/31/2022 | 02/02/2023 | 10-Q |
| 09/30/2022 | 11/02/2022 | 10-Q |
| 06/30/2022 | 08/23/2022 | 10-K |
| 03/31/2022 | 05/03/2022 | 10-Q |
Insider Activity
Expand for More| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Lewis, Darwin | Direct | Buy | 12172025 | 6.54 | 805 | 5,265 | 860,343 | Form | |
| 2 | Beindorff, Michael A | Trust | Sell | 11212025 | 6.42 | 12,607 | 80,934 | 281,226 | Form | |
| 3 | Beindorff, Michael A | Direct | Sell | 11102025 | 7.33 | 1,000 | 7,330 | 259,401 | Form | |
| 4 | Beindorff, Michael A | Trust | Sell | 11102025 | 6.92 | 35,000 | 242,252 | 390,463 | Form | |
| 5 | Lewis, Darwin | Direct | Buy | 9182025 | 10.85 | 450 | 4,882 | 1,271,793 | 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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