Sensient Technologies (SXT)
Market Price (2/15/2026): $92.0 | Market Cap: $3.9 BilSector: Materials | Industry: Specialty Chemicals
Sensient Technologies (SXT)
Market Price (2/15/2026): $92.0Market Cap: $3.9 BilSector: MaterialsIndustry: Specialty Chemicals
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
| Low stock price volatilityVol 12M is 31% | Weak multi-year price returns3Y Excs Rtn is -35% | Expensive valuation multiplesP/CFOPrice/(Cash Flow from Operations). CFO is cash before capital expenditures. is 31x |
| Megatrend and thematic driversMegatrends include Health & Wellness Trends, and Vegan & Alternative Foods. Themes include Organic & Natural Products, Functional Foods & Beverages, Show more. | Key risksSXT key risks include [1] intense global competition impacting profitability, Show more. |
| Low stock price volatilityVol 12M is 31% |
| Megatrend and thematic driversMegatrends include Health & Wellness Trends, and Vegan & Alternative Foods. Themes include Organic & Natural Products, Functional Foods & Beverages, Show more. |
| Weak multi-year price returns3Y Excs Rtn is -35% |
| Expensive valuation multiplesP/CFOPrice/(Cash Flow from Operations). CFO is cash before capital expenditures. is 31x |
| Key risksSXT key risks include [1] intense global competition impacting profitability, Show more. |
Qualitative Assessment
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Sensient Technologies (SXT) stock has remained largely at the same level since 10/31/2025 because of the following key factors:
1. Mixed Fourth Quarter 2025 Performance Offset by Strong Full-Year Results.While Sensient Technologies reported a 9.1% decrease in operating income and a 15.5% decline in reported earnings per share for the fourth quarter ended December 31, 2025, primarily due to $6.3 million in Portfolio Optimization Plan costs and a $3 million one-time inventory charge in its Flavors & Extracts segment, the full-year 2025 results showed modest top-line growth and increased adjusted diluted EPS. This mixed quarterly performance against a backdrop of overall annual growth likely created a balanced view among investors, preventing significant sustained movement in either direction leading up to the earnings announcement.
2. Optimistic 2026 Guidance and Strategic Investment in Natural Colors.Sensient Technologies provided an upbeat outlook for 2026, forecasting mid-single to double-digit local currency growth in revenue and adjusted EBITDA, with GAAP EPS projected between $3.60 and $3.80. This positive guidance, coupled with the company's strategic focus and significant planned capital expenditures for natural color conversion, signaled confidence in future growth. This forward-looking positive sentiment likely provided a floor for the stock price, counteracting any immediate concerns from the mixed Q4 results.
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1. Mixed Fourth Quarter 2025 Performance Offset by Strong Full-Year Results.While Sensient Technologies reported a 9.1% decrease in operating income and a 15.5% decline in reported earnings per share for the fourth quarter ended December 31, 2025, primarily due to $6.3 million in Portfolio Optimization Plan costs and a $3 million one-time inventory charge in its Flavors & Extracts segment, the full-year 2025 results showed modest top-line growth and increased adjusted diluted EPS. This mixed quarterly performance against a backdrop of overall annual growth likely created a balanced view among investors, preventing significant sustained movement in either direction leading up to the earnings announcement.
2. Optimistic 2026 Guidance and Strategic Investment in Natural Colors.Sensient Technologies provided an upbeat outlook for 2026, forecasting mid-single to double-digit local currency growth in revenue and adjusted EBITDA, with GAAP EPS projected between $3.60 and $3.80. This positive guidance, coupled with the company's strategic focus and significant planned capital expenditures for natural color conversion, signaled confidence in future growth. This forward-looking positive sentiment likely provided a floor for the stock price, counteracting any immediate concerns from the mixed Q4 results.
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Stock Movement Drivers
Fundamental Drivers
The -0.5% change in SXT stock from 10/31/2025 to 2/14/2026 was primarily driven by a -2.5% change in the company's Net Income Margin (%).| (LTM values as of) | 10312025 | 2142026 | Change |
|---|---|---|---|
| Stock Price ($) | 93.47 | 93.03 | -0.5% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 1,576 | 1,612 | 2.3% |
| Net Income Margin (%) | 8.6% | 8.3% | -2.5% |
| P/E Multiple | 29.3 | 29.2 | -0.2% |
| Shares Outstanding (Mil) | 42 | 42 | 0.0% |
| Cumulative Contribution | -0.5% |
Market Drivers
10/31/2025 to 2/14/2026| Return | Correlation | |
|---|---|---|
| SXT | -0.5% | |
| Market (SPY) | -0.0% | 32.9% |
| Sector (XLB) | 24.5% | 36.8% |
Fundamental Drivers
The -16.1% change in SXT stock from 7/31/2025 to 2/14/2026 was primarily driven by a -19.9% change in the company's P/E Multiple.| (LTM values as of) | 7312025 | 2142026 | Change |
|---|---|---|---|
| Stock Price ($) | 110.90 | 93.03 | -16.1% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 1,565 | 1,612 | 3.0% |
| Net Income Margin (%) | 8.2% | 8.3% | 1.8% |
| P/E Multiple | 36.5 | 29.2 | -19.9% |
| Shares Outstanding (Mil) | 42 | 42 | -0.1% |
| Cumulative Contribution | -16.1% |
Market Drivers
7/31/2025 to 2/14/2026| Return | Correlation | |
|---|---|---|
| SXT | -16.1% | |
| Market (SPY) | 8.2% | 27.4% |
| Sector (XLB) | 22.1% | 40.2% |
Fundamental Drivers
The 26.0% change in SXT stock from 1/31/2025 to 2/14/2026 was primarily driven by a 43.9% change in the company's Net Income Margin (%).| (LTM values as of) | 1312025 | 2142026 | Change |
|---|---|---|---|
| Stock Price ($) | 73.85 | 93.03 | 26.0% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 1,530 | 1,612 | 5.4% |
| Net Income Margin (%) | 5.8% | 8.3% | 43.9% |
| P/E Multiple | 35.1 | 29.2 | -16.7% |
| Shares Outstanding (Mil) | 42 | 42 | -0.2% |
| Cumulative Contribution | 26.0% |
Market Drivers
1/31/2025 to 2/14/2026| Return | Correlation | |
|---|---|---|
| SXT | 26.0% | |
| Market (SPY) | 14.3% | 32.5% |
| Sector (XLB) | 21.8% | 40.7% |
Fundamental Drivers
The 31.8% change in SXT stock from 1/31/2023 to 2/14/2026 was primarily driven by a 37.4% change in the company's P/E Multiple.| (LTM values as of) | 1312023 | 2142026 | Change |
|---|---|---|---|
| Stock Price ($) | 70.59 | 93.03 | 31.8% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 1,429 | 1,612 | 12.8% |
| Net Income Margin (%) | 9.7% | 8.3% | -14.2% |
| P/E Multiple | 21.3 | 29.2 | 37.4% |
| Shares Outstanding (Mil) | 42 | 42 | -0.8% |
| Cumulative Contribution | 31.8% |
Market Drivers
1/31/2023 to 2/14/2026| Return | Correlation | |
|---|---|---|
| SXT | 31.8% | |
| Market (SPY) | 74.0% | 40.0% |
| Sector (XLB) | 32.9% | 50.3% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| SXT Return | 38% | -26% | -7% | 10% | 34% | 5% | 48% |
| Peers Return | 38% | -2% | -5% | 1% | -8% | 14% | 36% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | -0% | 82% |
Monthly Win Rates [3] | |||||||
| SXT Win Rate | 75% | 50% | 42% | 67% | 75% | 100% | |
| Peers Win Rate | 73% | 48% | 50% | 40% | 43% | 80% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 50% | |
Max Drawdowns [4] | |||||||
| SXT Max Drawdown | -4% | -34% | -26% | -8% | -6% | -1% | |
| Peers Max Drawdown | -4% | -23% | -21% | -13% | -23% | -0% | |
| S&P 500 Max Drawdown | -1% | -25% | -1% | -2% | -15% | -1% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: IFF, ADM, INGR, BCPC, ASH. See SXT 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 2/13/2026 (YTD)
How Low Can It Go
| Event | SXT | S&P 500 |
|---|---|---|
| 2022 Inflation Shock | ||
| % Loss | -49.6% | -25.4% |
| % Gain to Breakeven | 98.2% | 34.1% |
| Time to Breakeven | 629 days | 464 days |
| 2020 Covid Pandemic | ||
| % Loss | -41.3% | -33.9% |
| % Gain to Breakeven | 70.3% | 51.3% |
| Time to Breakeven | 196 days | 148 days |
| 2018 Correction | ||
| % Loss | -36.5% | -19.8% |
| % Gain to Breakeven | 57.5% | 24.7% |
| Time to Breakeven | 851 days | 120 days |
| 2008 Global Financial Crisis | ||
| % Loss | -43.3% | -56.8% |
| % Gain to Breakeven | 76.2% | 131.3% |
| Time to Breakeven | 609 days | 1,480 days |
Compare to IFF, ADM, INGR, BCPC, ASH
In The Past
Sensient Technologies's stock fell -49.6% during the 2022 Inflation Shock from a high on 11/16/2021. A -49.6% loss requires a 98.2% gain to breakeven.
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About Sensient Technologies (SXT)
Sensient Technologies Corporation, together with its subsidiaries, develops, manufactures, and markets colors, flavors, and other specialty ingredients in North America, Europe, the Asia Pacific, and internationally. It operates through three segments: Flavors & Extracts Group, Color Group, and Asia Pacific Group. The company offers flavor-delivery systems, and compounded and blended products; ingredient products, such as essential oils, natural and synthetic flavors, and natural extracts; and chili powder, paprika, and chili pepper, as well as dehydrated vegetables comprising parsley, celery, and spinach to the food, beverage, personal care, and household-products industries. It also provides natural and synthetic color systems for use in foods, beverages, pharmaceuticals, and nutraceuticals; colors and other ingredients for cosmetics, such as active ingredients, solubilizers, and surface treated pigments; pharmaceutical and nutraceutical excipients, including colors, flavors, coatings, and nutraceutical ingredients; and technical colors for industrial applications under the Sensient Food Colors, Sensient Pharmaceutical Coating Systems, Sensient Cosmetic Technologies, and Sensient Industrial Colors trade names. The company was incorporated in 1882 and is headquartered in Milwaukee, Wisconsin.
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Here are 1-3 brief analogies to describe Sensient Technologies (SXT):
- Intel for taste and color.
- Corning for flavors and colors.
- Dow Chemical for the essential ingredients of taste and color.
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- Colors: Provides natural and synthetic colors used in food, beverages, pharmaceuticals, cosmetics, and various industrial applications.
- Flavors & Fragrances: Offers flavor systems, extracts, and aroma chemicals for food, beverage, and personal care industries.
- Nutritional Ingredients: Supplies specialty ingredients tailored for the nutrition, health, and personal care markets.
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Sensient Technologies (SXT) is a public company that primarily sells its products and services to other businesses (B2B), rather than directly to individual consumers.
Due to the proprietary nature of ingredient supply and customer confidentiality agreements, Sensient Technologies does not publicly disclose the specific names of its major customers. Furthermore, their annual financial reports confirm that no single customer accounts for more than 10% of their consolidated net revenues, indicating a diversified customer base across various industries.
However, based on Sensient's product portfolio (colors, flavors, fragrances, and pharmaceutical coatings), their customers are generally large multinational companies operating in the following sectors. The companies listed below are examples of major players within these industries that are highly likely to utilize Sensient's types of ingredients, although they are not explicitly confirmed as "major customers" by Sensient itself:
- Global Food & Beverage Manufacturers: These companies incorporate Sensient's flavors, colors, and extracts into a wide array of products such as snacks, beverages, dairy products, confectionery, and processed foods.
- PepsiCo (PEP)
- The Coca-Cola Company (KO)
- Kraft Heinz (KHC)
- Pharmaceutical Companies: Sensient provides specialized coatings and colors used for tablets and capsules, as well as active ingredients for pharmaceutical applications.
- Pfizer Inc. (PFE)
- Johnson & Johnson (JNJ)
- Merck & Co., Inc. (MRK)
- Cosmetic & Personal Care Product Manufacturers: These companies utilize Sensient's colors, fragrances, and functional ingredients for beauty, skincare, hair care, and hygiene products.
- Procter & Gamble (PG)
- The Estée Lauder Companies Inc. (EL)
- L'Oréal (OR.PA)
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Paul Manning, Chairman of the Board, President and Chief Executive OfficerPaul Manning joined Sensient Technologies in 2009 as General Manager, Food Colors North America. He expanded his responsibilities to include all of Latin and South America, as well as pharmaceutical, industrial, and inkjet colors. He was elected President of the Color Group in 2010, President and Chief Operating Officer in October 2012, and Chief Executive Officer in February 2014. He became Chairman of the Board in April 2016. Before joining Sensient, Mr. Manning worked for Danaher Corporation as Mergers and Acquisitions Integration Manager of the Fluke Division and held various supply chain and project manager positions with McMaster-Carr Supply Company. He also served as a U.S. Navy Surface Warfare Officer for four years. Mr. Manning holds a Bachelor of Science degree in Chemistry from Stanford University and an MBA from the Kellogg School of Management at Northwestern University.
Tobin Tornehl, Vice President and Chief Financial Officer
Tobin Tornehl is slated to become Chief Financial Officer effective June 30, 2024, succeeding Stephen J. Rolfs upon his retirement. Mr. Tornehl joined Sensient in 2008 and has served as Vice President, Controller, and Chief Accounting Officer since 2018. Prior to his time at Sensient, he held various financial leadership roles at Jefferson Wells and Ernst & Young. Mr. Tornehl is a Certified Public Accountant and holds a Bachelor of Business Administration from Boston College.
John J. Manning, Senior Vice President, General Counsel and Secretary
John J. Manning serves as Senior Vice President, General Counsel, and Secretary for Sensient Technologies.
Michael C. Geraghty, President, Color Group
Michael C. Geraghty joined Sensient as General Manager, Food Colors USA, in April 2011 and was elected President, Colors Group, in October 2012. Prior to joining Sensient, he founded and managed Ready Solutions Incorporated for seven years and held managerial positions at GE Plastics and Calgon Corporation. Mr. Geraghty holds a bachelor of chemical engineering degree from Villanova University and an MBA from Jacksonville University.
Amy Schmidt Jones, Vice President, Human Resources and Senior Counsel
Amy Schmidt Jones joined Sensient in April 2018 as Vice President, Human Resources and Senior Counsel.
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Key Risks to Sensient Technologies (SXT)
- Intense Competition: Sensient Technologies operates in highly competitive global markets for flavors, colors, and specialty ingredients. The company must continuously invest in research and development to innovate and maintain its market position against numerous competitors, which can impact sales and profitability.
- Regulatory Risks: The company's products are subject to stringent regulations across various regions, particularly concerning food safety and environmental impact. Changes in these regulatory standards could lead to increased compliance costs, necessitate product reformulations, and adversely affect operations and profitability.
- Foreign Exchange Rate Volatility: Given Sensient's significant international operations, it is exposed to the volatility of foreign exchange rates. Fluctuations in currency can impact reported revenue, operating income, and earnings per share, particularly due to its exposure to emerging markets.
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Sensient Technologies (SXT) operates in several global addressable markets for its main products and services, which include colors, flavors, and other specialty ingredients for various industries.
Addressable Markets:
- Natural Food Colors: The global natural food colors market was valued at approximately $2.2 billion in 2023 and is projected to reach $5.8 billion by 2035, growing at a CAGR of 8.7% from 2024 to 2035. Another estimate places the global natural food color market at $1.57 billion in 2024, projected to reach $3.49 billion by 2034 with a CAGR of 8.32%. Yet another source estimates the global market size at $2.224.9 million in 2024, projected to reach $4,114.2 million by 2033.
- Flavors and Fragrances: The global flavors and fragrances market reached $33.3 billion in 2024 and is expected to reach $44.6 billion by 2033, with a CAGR of 3.15% during 2025-2033. Another report indicates the global flavors and fragrances market size as $34.86 billion in 2024, projected to grow to $44.7 billion in 2029 at a CAGR of 5.4%.
- Flavor Ingredients: The global flavor ingredients market was valued at approximately $37.16 billion in 2024 and is expected to grow at a CAGR of 6.00% to reach around $66.55 billion by 2034.
- Fragrance Ingredients: The fragrance ingredients market is estimated at $17.11 billion in 2024 and is projected to reach $21.94 billion by 2029, at a CAGR of 5.1% from 2024 to 2029.
- Cosmetic Ingredients: The global cosmetic ingredients market was valued at $35.58 billion in 2024 and is projected to reach $61.94 billion by 2034, advancing at a CAGR of 5.70%. Another report states the global cosmetic ingredients market was valued at $33.6 billion in 2021 and is estimated to reach $58.8 billion by the end of 2031. The global cosmetic ingredients market size is estimated to grow by $5.8 billion from 2023-2028 at a CAGR of 7.76%.
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Sensient Technologies (SXT) is expected to drive future revenue growth over the next 2-3 years through several key initiatives and market trends:
- Conversion to Natural Colors: A significant driver is the ongoing global regulatory shift from synthetic to natural food colors. Upcoming bans, such as the federal ban on Red 3 by January 2027 and a state-wide synthetic color ban in West Virginia by January 2028, are creating a substantial market opportunity for Sensient, which is well-positioned with its natural color production capabilities. The company anticipates significant revenue increases from natural colors in 2027.
- New Sales Wins and Innovative Product Portfolio: Sensient consistently highlights strong new sales wins across its food, pharmaceutical, and personal care product lines. These gains are attributed to its innovative product portfolio and advanced flavor technologies.
- Pricing Discipline and Favorable Pricing Strategies: The company has demonstrated a consistent focus on pricing discipline, which has contributed to revenue growth and margin strength. Sensient has implemented pricing actions to offset various impacts, including tariffs.
- Volume Growth: Sensient projects continued volume growth across its segments, notably within its Color Group and Flavors & Extracts Group. This increased volume is a key component of the company's anticipated revenue expansion for 2025 and beyond.
- Growth in Flavors, Extracts, and Flavor Ingredients: The Flavors, Extracts, and Flavor Ingredients product lines are expected to continue delivering revenue growth. This is driven by innovative flavor technologies and a strategic focus on securing new flavor wins in key regions such as North America, Europe, and Latin America.
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Share Repurchases
- On October 19, 2017, the Board of Directors authorized the repurchase of up to three million shares.
- As of September 30, 2025, 1,267,019 shares had been repurchased under the 2017 authorization, with 1,732,981 shares remaining authorized for future repurchase.
- Sensient Technologies has deferred its stock buyback program to prioritize enhancing its natural color capabilities.
Share Issuance
- The number of common shares outstanding increased from 42,032,761 as of April 27, 2022, to 42,481,950 as of October 22, 2025, indicating some share issuance, potentially through mechanisms like non-vested stock vesting.
Outbound Investments
- In 2025, Sensient acquired Biolie SAS for $4.9 million to expand its natural color capabilities.
- On April 1, 2021, the company completed the sale of its fragrances product line (excluding its essential oils product line) for $36.3 million of net cash.
- The company's business strategy includes acquiring businesses and making investments that complement its existing operations.
Capital Expenditures
- Annual capital expenditures have exceeded $100 million, with $87.9 million in 2024 and $59.2 million in 2023.
- Expected capital expenditures are approximately $100 million for 2025 and are anticipated to be at least $150 million for 2026.
- The primary focus of these investments is on expanding natural color capacity and global manufacturing infrastructure, particularly in preparation for the accelerating U.S. conversion to natural colors.
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Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 88.02 |
| Mkt Cap | 6.7 |
| Rev LTM | 4,534 |
| Op Inc LTM | 543 |
| FCF LTM | 257 |
| FCF 3Y Avg | 372 |
| CFO LTM | 582 |
| CFO 3Y Avg | 671 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | -3.4% |
| Rev Chg 3Y Avg | -3.0% |
| Rev Chg Q | -0.4% |
| QoQ Delta Rev Chg LTM | -0.1% |
| Op Mgn LTM | 10.4% |
| Op Mgn 3Y Avg | 9.3% |
| QoQ Delta Op Mgn LTM | -0.2% |
| CFO/Rev LTM | 10.9% |
| CFO/Rev 3Y Avg | 11.8% |
| FCF/Rev LTM | 6.6% |
| FCF/Rev 3Y Avg | 6.8% |
Valuation
| Median | |
|---|---|
| Name | |
| Mkt Cap | 6.7 |
| P/S | 1.7 |
| P/EBIT | 11.7 |
| P/E | 19.9 |
| P/CFO | 17.3 |
| Total Yield | 3.2% |
| Dividend Yield | 1.1% |
| FCF Yield 3Y Avg | 3.9% |
| D/E | 0.3 |
| Net D/E | 0.2 |
Returns
| Median | |
|---|---|
| Name | |
| 1M Rtn | 2.9% |
| 3M Rtn | 17.0% |
| 6M Rtn | 13.8% |
| 12M Rtn | 4.5% |
| 3Y Rtn | 9.3% |
| 1M Excs Rtn | 6.1% |
| 3M Excs Rtn | 17.9% |
| 6M Excs Rtn | 7.7% |
| 12M Excs Rtn | -6.0% |
| 3Y Excs Rtn | -55.9% |
Comparison Analyses
Segment Financials
Revenue by Segment| $ Mil | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| Flavors, Extracts & Flavor Ingredients | 496 | 498 | 456 | 399 | 379 |
| Food & Pharmaceutical Colors | 452 | 437 | 385 | 346 | 340 |
| Agricultural Ingredients | 245 | 240 | 256 | 243 | 214 |
| Personal Care | 156 | 165 | 158 | 141 | 160 |
| Asia Pacific | 146 | 144 | 135 | 121 | 118 |
| Intersegment Revenue | -39 | -49 | -40 | -32 | -31 |
| Inks | 2 | 2 | 13 | 35 | |
| Fragrances | 23 | 85 | 86 | ||
| Yogurt Fruit Preparations | 5 | 14 | 21 | ||
| Total | 1,456 | 1,437 | 1,380 | 1,332 | 1,323 |
Price Behavior
Price Behavior
| Market Price | $93.03 | |
| Market Cap ($ Bil) | 3.9 | |
| First Trading Date | 01/05/1988 | |
| Distance from 52W High | -22.3% | |
| 50 Days | 200 Days | |
| DMA Price | $95.40 | $98.81 |
| DMA Trend | up | up |
| Distance from DMA | -2.5% | -5.9% |
| 3M | 1YR | |
| Volatility | 27.8% | 30.3% |
| Downside Capture | 45.02 | 35.44 |
| Upside Capture | 38.16 | 60.01 |
| Correlation (SPY) | 36.3% | 32.3% |
SXT 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 | 1.27 | 0.80 | 0.77 | 0.67 | 0.51 | 0.72 |
| Up Beta | 3.26 | 2.60 | 1.18 | 1.48 | 0.73 | 0.81 |
| Down Beta | 1.35 | 0.88 | 0.55 | 0.39 | 0.13 | 0.39 |
| Up Capture | 64% | 28% | 74% | 19% | 56% | 57% |
| Bmk +ve Days | 11 | 22 | 34 | 71 | 142 | 430 |
| Stock +ve Days | 10 | 18 | 30 | 59 | 126 | 379 |
| Down Capture | 74% | 51% | 79% | 91% | 60% | 95% |
| Bmk -ve Days | 9 | 19 | 27 | 54 | 109 | 321 |
| Stock -ve Days | 9 | 22 | 30 | 65 | 123 | 370 |
[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 SXT | |
|---|---|---|---|---|
| SXT | 25.9% | 31.2% | 0.75 | - |
| Sector ETF (XLB) | 22.2% | 20.8% | 0.86 | 40.3% |
| Equity (SPY) | 14.0% | 19.4% | 0.55 | 32.1% |
| Gold (GLD) | 74.3% | 25.3% | 2.17 | 6.4% |
| Commodities (DBC) | 7.0% | 16.7% | 0.24 | 5.6% |
| Real Estate (VNQ) | 7.9% | 16.6% | 0.28 | 34.9% |
| Bitcoin (BTCUSD) | -29.8% | 44.9% | -0.65 | 16.5% |
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Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with SXT | |
|---|---|---|---|---|
| SXT | 6.6% | 26.9% | 0.24 | - |
| Sector ETF (XLB) | 9.6% | 18.9% | 0.40 | 57.3% |
| Equity (SPY) | 13.3% | 17.0% | 0.62 | 51.1% |
| Gold (GLD) | 22.1% | 17.0% | 1.06 | 8.0% |
| Commodities (DBC) | 10.5% | 18.9% | 0.44 | 6.9% |
| Real Estate (VNQ) | 5.2% | 18.8% | 0.18 | 50.7% |
| Bitcoin (BTCUSD) | 8.3% | 57.2% | 0.37 | 20.9% |
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Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with SXT | |
|---|---|---|---|---|
| SXT | 7.8% | 26.9% | 0.31 | - |
| Sector ETF (XLB) | 12.3% | 20.7% | 0.53 | 62.8% |
| Equity (SPY) | 15.6% | 17.9% | 0.75 | 58.0% |
| Gold (GLD) | 15.3% | 15.6% | 0.82 | 3.2% |
| Commodities (DBC) | 8.1% | 17.6% | 0.38 | 17.2% |
| Real Estate (VNQ) | 6.4% | 20.7% | 0.27 | 52.8% |
| Bitcoin (BTCUSD) | 67.9% | 66.7% | 1.07 | 14.6% |
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Returns Analyses
Earnings Returns History
Expand for More| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 2/13/2026 | -5.0% | ||
| 10/31/2025 | 5.1% | 2.5% | 6.1% |
| 7/25/2025 | 3.0% | 2.1% | 4.7% |
| 4/25/2025 | 13.5% | 15.6% | 17.7% |
| 2/14/2025 | -7.5% | -10.1% | -5.2% |
| 10/25/2024 | 0.1% | -2.6% | 2.1% |
| 7/26/2024 | -4.9% | -5.7% | -5.8% |
| 4/26/2024 | 1.0% | 7.0% | 9.0% |
| ... | |||
| SUMMARY STATS | |||
| # Positive | 15 | 15 | 16 |
| # Negative | 10 | 9 | 8 |
| Median Positive | 3.0% | 2.5% | 6.6% |
| Median Negative | -4.3% | -4.0% | -5.5% |
| Max Positive | 13.5% | 15.6% | 17.7% |
| Max Negative | -9.0% | -10.1% | -33.2% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 12/31/2025 | 02/13/2026 | 10-K |
| 09/30/2025 | 11/04/2025 | 10-Q |
| 06/30/2025 | 08/05/2025 | 10-Q |
| 03/31/2025 | 05/06/2025 | 10-Q |
| 12/31/2024 | 02/19/2025 | 10-K |
| 09/30/2024 | 11/05/2024 | 10-Q |
| 06/30/2024 | 08/07/2024 | 10-Q |
| 03/31/2024 | 05/07/2024 | 10-Q |
| 12/31/2023 | 02/22/2024 | 10-K |
| 09/30/2023 | 11/07/2023 | 10-Q |
| 06/30/2023 | 08/08/2023 | 10-Q |
| 03/31/2023 | 05/02/2023 | 10-Q |
| 12/31/2022 | 02/17/2023 | 10-K |
| 09/30/2022 | 11/01/2022 | 10-Q |
| 06/30/2022 | 08/02/2022 | 10-Q |
| 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 | Whitelaw, Essie | Direct | Sell | 12042025 | 93.22 | 533 | 49,724 | 1,967,097 | Form | |
| 2 | Whitelaw, Essie | Direct | Sell | 12042025 | 95.02 | 3,985 | 378,659 | 1,627,517 | Form | |
| 3 | Plautz, David J | VP and Treasurer | Direct | Buy | 11052025 | 92.98 | 2,150 | 199,907 | 278,847 | Form |
| 4 | Carleone, Joseph | Direct | Buy | 11032025 | 91.26 | 1,000 | 91,258 | 2,045,470 | Form | |
| 5 | Manning, Paul | Chairman, President & CEO | Children | Buy | 8132025 | 116.94 | 20 | 2,339 | 9,355 | 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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