The Motley FoolT3·14mo ago
BRN Barnwell Industries, Inc.
XASEStock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership. Iron condor setups Fibonacci levels Insider trading
Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.
BRN
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Key stats
Related
About
- Industry (SIC)
- CRUDE PETROLEUM & NATURAL GAS (1311) · industry map
- Exchange
- XASE
- Market Cap
- $0.0B
- Employees
- 18
- List Date
- 1972-06-01
- CIK
- 0000010048
- Next Earnings
- 2026-12-18
- Headquarters
- Houston, TX
- Homepage
- https://www.brninc.com
Barnwell Industries Inc is an oil and gas company engaged in the acquisition, development, production, and sale of crude oil and natural gas. The Company operates through two segments: the Oil and Natural Gas segment, which focuses on oil and natural gas development, production, acquisitions, and sales in the United States and Canada; and the Land Investment segment, which owns leasehold land interests in Hawaii. The Company generates the majority of its revenue from the Oil and Natural Gas segment. The company operates in two geographic regions, the United States and Canada, with Canada contr…
Summary
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composite
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No summary data available for this symbol yet.
Each spoke is this symbol's rank within its sector (0–100; the dotted ring marks the sector median at 50). Higher is more constructive for a long. One spoke — News sentiment — is an absolute reading, not a sector rank. Grayed spokes have no data. A fuller shape is a summary, not a recommendation.
Chart
Seasonality
| Month | '21 | '22 | '23 | '24 | '25 | '26 | Avg |
|---|---|---|---|---|---|---|---|
| Jan | 163.49% | -8.14% | -12.59% | 3.33% | 15.58% | -4.35% | 26.22% |
| Feb | 1.59% | 9.20% | -4.74% | -10.44% | -19.73% | 11.76% | -2.06% |
| Mar | -20.92% | -14.33% | -8.33% | 3.96% | 20.00% | -16.28% | -5.98% |
| Apr | -23.76% | 6.74% | 0.00% | 19.71% | -18.01% | 4.63% | -1.78% |
| May | 6.45% | -1.48% | -2.82% | -2.77% | -8.82% | -7.56% | -2.83% |
| Jun | 6.74% | -11.32% | -8.10% | -18.40% | -4.25% | -9.01% | -7.39% |
| Jul | -30.33% | 7.14% | 0.00% | 0.00% | 3.57% | 0.00% | -3.27% |
| Aug | 5.13% | 20.39% | 4.71% | 7.23% | 1.33% | -6.99% | 5.30% |
| Sep | 24.69% | -10.05% | -0.94% | -8.50% | 13.04% | -6.60% | 1.94% |
| Oct | -20.31% | 15.00% | -2.31% | -15.18% | 3.97% | -6.48%* | -4.22% |
| Nov | -0.79% | -3.38% | 5.82% | -0.54% | -1.55% | -- | -0.09% |
| Dec | 21.25% | -5.55% | -6.90% | -13.39% | -5.93% | -- | -2.10% |
| Total | 60.54% | -2.42% | -31.95% | -34.49% | -8.97% | -36.01% | -8.88% |
Technical Indicators
Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.
Trend Indicators
- SMA 20 / 50 / 200 — price above = uptrend, below = downtrend. SMA 50 crossing SMA 200 is the golden/death cross.
- EMA 12 / 26 — faster-reacting averages; 12 above 26 is short-term bullish.
- MACD — bullish when MACD > signal (green badge), bearish when below. Divergence from price often precedes reversals.
- ADX (14) — trend strength regardless of direction. <20 range, 20–25 weak trend, 25–50 trend, >50 strong trend.
- +DI / −DI — +DI > −DI favors bulls; the reverse favors bears. Read alongside ADX.
Momentum Oscillators
- RSI (14) — <30 oversold, >70 overbought. 40–60 is neutral; trending names can stay extreme.
- Stochastic %K / %D — <20 oversold, >80 overbought. %K crossing %D is an early momentum signal.
- Williams %R — inverted scale: <−80 oversold, >−20 overbought.
Oscillators work best in range-bound markets; in strong trends they give premature reversal signals.
Volume & Volatility
- Bollinger Bands — price at upper band = overbought, lower = oversold. Narrow bands (squeeze) often precede expansion.
- OBV — cumulative volume; rising OBV confirms uptrend, falling OBV confirms downtrend. Divergence from price is a warning.
- Vol SMA 20 / Vol ROC — today's volume vs. 20-day average. Positive ROC with price move = conviction.
- ATR / True Range — average daily $ move; sizing and stop-loss reference.
- HV 20 / 30 / 60 — realized (historical) volatility. Compare to IV on the options cards: IV > HV = rich premium.
Confluence matters: trend + momentum + volume agreeing carries far more weight than any single indicator. For how these feed the spread scanner score, see the algorithm docs →
Trend Indicators
SMA 20: $0.92
SMA 50: $0.96
SMA 200: $1.05
Current: $0.88
EMA 12: $0.90
EMA 26: $0.93
MACD: -0.0245 | Signal: -0.0047
BEARISH
ADX (14): 33.85
TREND
+DI: 6.13
−DI: 18.43
Momentum Oscillators
RSI (14): 41.37
NEUTRAL
Stoch %K: 22.57
Stoch %D: 25.72
Williams %R: -71.43
Volume & Volatility
BB Upper: $0.99
BB Lower: $0.86
NEUTRAL
OBV: 61,906,469
Vol SMA 20: 539,585
Vol ROC: -89.76%
ATR: $0.05
True Range: $0.02
HV 20: 49.9%
HV 30: 45.4%
HV 60: 38.8%
Data Summary
Data Points: 500
Last Updated:
Date Range: 2024-10-25T00:00:00 – 2026-10-26T00:00:00
AI Analysis
LLM Stock Analysis Report: BRN
Executive Summary
Overall Assessment: BEARISH (Confidence Level: 6/10)
Key Drivers and Primary Risks:
- Technical indicators suggest a bearish trend, with multiple moving averages crossing below the current price.
- Recent news headlines have been mostly negative, highlighting revenue drops and poor quarterly results.
- High risk due to beta being -0.33, indicating the stock moves opposite to market trends.
Investment Thesis: The stock is likely to continue its downtrend in the short-term due to bearish technical signals and negative news sentiment. However, there may be opportunities to enter long positions if the company can turn around its performance or if the market reverses its trend.
Technical Analysis
Trend Direction: Short-term (1-4 weeks): BEARISH; Medium-term (1-3 months): BEARISH; Long-term (3-12 months): NEUTRAL
Support/Resistance Levels:
- SMA 20: $1.11
- SMA 50: $1.12
- SMA 200: $1.14
- Lower Bollinger Band: $1.05
Momentum Signals:
- RSI (14): Neutral at 36.86, indicating no strong buying or selling pressure.
- MACD signal is bearish, with the histogram also bearish and near zero.
- Stochastic %K and %D are oversold.
Volume Analysis:
- Volume SMA 20: 118412.55
- On-Balance Volume (OBV): 49940243.23
- Volume Rate of Change: 196.12%
News & Sentiment Analysis
Recent Headlines Summary: Most news headlines have been negative, highlighting revenue drops and poor quarterly results.
Sentiment Assessment: Aggregate sentiment is NEGATIVE due to the majority of recent news headlines being bearish.
Catalyst Identification: None significant in the short-term. Medium-term catalysts could include earnings reports or company updates that might impact sentiment.
Market Narrative: The negative news sentiment contradicts the oversold RSI and MACD signal, indicating a potential reversal opportunity if the trend changes.
Risk & Volatility Assessment
Beta Interpretation: Beta is -0.33, indicating the stock moves opposite to market trends, which is high risk.
Volatility Regime: The current volatility level is relatively low compared to historical levels.
Options Market Signals: IV rank: N/A (no options data available); Put/call ratios: N/A; Unusual activity: None
Downside Protection: Support levels include the SMA 20 and lower Bollinger Band at $1.05.
Market Context & Positioning
Sector Performance: The sector is performing neutrally compared to the broader market.
Institutional Activity: Institutional trading volume is moderate, but not strong enough to impact the trend significantly.
Correlation Analysis: Correlation with the market (R-squared) is low due to the negative beta.
Relative Valuation: The stock is relatively undervalued compared to its historical performance.
Key Levels & Action Items
Critical Price Levels:
- SMA 20: $1.11
- Lower Bollinger Band: $1.05
Breakout/Breakdown Levels:
- Upper Bollinger Band: $1.17 (bearish breakout)
Time-Sensitive Catalysts: None significant in the short-term.
Risk Management: Stop-loss levels should be set around the SMA 20 and lower Bollinger Band to limit potential losses.
Please note that this analysis is based on the provided data, and it's essential to consider additional information before making investment decisions.
Generated
News
All BRN news →
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BRN Options Activity & IV Rank
Loading options activity...
Spread Scanner GPU
Each spread is ranked by a composite score built in three stages. Full documentation →
Stage 1 — Base Score (GPU scanner)
score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.
Stage 2 — Skew Adjustment (±25% cap)
RR and BF (30-delta) from the persisted per-symbol skew snapshot — wing strikes picked by real greeks.delta, not a moneyness proxy. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.
Stage 3 — Technical Overlay (±50% cap, 5 groups)
Group 1 · Directional Bias (±0.25)
- RSI <40 bullish / >60 bearish
- MACD crossover + histogram trend
- Price vs SMA 50 & SMA 200
Group 2 · Momentum (±0.10)
- Stochastic %K <20 / >80
- Williams %R <−80 / >−20
Group 3 · Volatility (up to −0.25 / +0.15)
- Blended ATR + straddle expected-move penalty
- Bollinger Band signal (+ counter-trend penalty)
- BB width — vol contraction boost for ICs
Group 4 · IV Regime (±0.15)
- IV rank ≥ 75 → strong boost for credit spreads
- IV rank < 25 → penalty (selling cheap vol)
Group 5 · Liquidity (penalty up to −0.10)
- Min open interest across all legs
- OI < 100 → −0.10 · OI < 500 → −0.05
score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →
Enter a ticker to scan for optimal spread opportunities.
Evaluates all bull put, bear call, iron condor, and calendar spread combinations using GPU-accelerated analysis.
Skew (Wing IV − ATM IV)
DTE:
Wing Δ:
Wing vs ATM
IV(put wing) − IV(ATM), in vol pointsHow much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.
- Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
- Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
- Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
- Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.
Risk Reversal
IV(call wing) − IV(put wing), equal delta on each sideWhich side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.
- Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
- Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
- Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
- Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.
Reading them together
Wing-vs-ATM tells you how expensive the tails are. Risk Reversal tells you which side is favored. Combined:
- High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
- Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
- Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
14 DTE / 10d
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pts
EXTREME
ATM — / Wing —
30 DTE / 10d
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—
pts
EXTREME
ATM — / Wing —
Extreme reading.
Historically these have been contrarian — on the small set of observed earnings-day cases, large negative wing-vs-ATM gaps (calls pricing much richer than puts at the same delta) preceded sharp drops in the underlying within 1-12 days. Not financial advice and the dataset is small.
Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.
Volatility Surface
Enter a ticker to render the implied volatility surface.
Volatility Smile
Enter a ticker to render the implied volatility smile.
IV Rank (7 DTE)
IV Rank (30 DTE)
Straddle Price (30 DTE)
Beta Analysis
Risk Metrics
Beta: -0.2407
Alpha: -7.83%
Correlation: -0.0543
R-Squared: 0.3%
Stock Volatility: 56.5%
Market Volatility: 12.7%
Analysis Details
Benchmark: SPY
Data Points: 251
Period: 252 trading days
Data Points: 251
Period: 252 trading days
Interpretation:
Negative beta - stock moves opposite to market
Negative beta - stock moves opposite to market
Beta & Alpha Over Time
Notable investors who own BRN
1 of 37 tracked investors
| Investor | Value | Share of their portfolio | Rank | Q/Q shares | Source |
|---|---|---|---|---|---|
| Renaissance Technologies Hedge fund Jim Simons | $277K | #2798 of 3138 | -15.3% | 13F |
Hedge funds, activists, holding companies and family offices we track, from their latest 13F (quarter-end value) and Form 4 filings in the last 3 years. Family offices · all institutions
BRN Institutional Ownership (13F)
Latest filings — 2026-09-30Institutional managers with $100M+ AUM file Form 13F-HR quarterly, due 45 days after quarter end. Holdings are reported gross at quarter-end market value — they are a snapshot, not a real-time position.
- Shares — long equity positions in this name, aggregated across share classes.
- Calls / Puts — notional value of long call / put exposure where this ticker is the underlying.
- % of Float — holder's reported shares divided by the latest diluted shares outstanding. Sums above 100% indicate large custodian / prime broker positions where the same shares are reported by multiple filers.
- Custodian badge — filers with more than 5,000 holdings are typically broker-dealers / custodians reporting customer-held shares, not active managers.
Each filer is counted once at its latest 13F-HR filing. New filings are ingested on a weekly cadence.
| # | Filer | Notional Value | % of Total | Period |
|---|
| # | Filer | Notional Value | % of Total | Period |
|---|
BRN Insider Trading (Form 4)
Latest: 2026-09-10Form 4 filings — insider beneficial-ownership changes by officers, directors, and 10%+ holders. Filed within 2 business days of transaction.
| Filed | Reporter | Role | Action | Shares | Avg Price | Net $ | Link |
|---|---|---|---|---|---|---|---|
| 2026-09-10 | Joshua Horowitz | Director | Buy (P) | +10,478 | $1.00 | $10.4K | EDGAR |
| 2026-09-10 | Philip F Patman Jr | CFO and Treasurer | Buy (P) | +6,956 | $1.00 | $7.0K | EDGAR |
| 2026-02-27 | Joshua Horowitz | Director | Buy (P) | +4,433 | $1.05 | $4.7K | EDGAR |
| 2025-12-12 | Philip F Patman Jr | Executive VP - Finance | Award (A) | +9,346 | — | EDGAR | |
| 2025-12-12 | Joshua Horowitz | Director | Award (A) | +9,346 | — | EDGAR | |
| 2025-12-12 | Kenneth S Grossman | Director | Award (A) | +9,346 | — | EDGAR | |
| 2025-12-04 | Joshua Schechter | Director | Award (A) | +43,860 | — | EDGAR | |
| 2025-12-04 | MRMP Managers LLC | 10%+ Owner | Sell (S) | −960,721 | $1.13 | -$1.08M | EDGAR |
| 2025-11-26 | Philip F Patman Jr | Executive VP - Finance | Buy (P) | +43,796 | $1.10 | $48.2K | EDGAR |
| 2025-11-26 | Kenneth S Grossman | Director | Buy (P) | +59,563 | $1.10 | $65.5K | EDGAR |
| 2025-11-26 | Joshua Horowitz | Director | Buy (P) | +59,563 | $1.10 | $65.5K | EDGAR |
| 2025-10-29 | Philip F Patman Jr | Executive VP - Finance | Award (A) | +166,415 | — | EDGAR | |
| 2025-10-10 | Joshua Horowitz | Director | Award (A) | +44,445 | — | EDGAR | |
| 2025-10-10 | Kenneth S Grossman | Director | Award (A) | +44,445 | — | EDGAR | |
| 2025-10-10 | Philip James McPherson | Director | Award (A) | +44,445 | — | EDGAR |
Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (described in filing footnote — typically 401(k), trust, inheritance) · W = will/inheritance. Only P / S codes carry directional signal.
BRN Insider Holdings
9 insiders · @ $0.88
Officers, directors, and 10%+ owners who have filed a Form 4 in the past two years, ranked by current disclosed exposure (shares × today's price). Shares are direct + indirect (via trusts / LLCs / spouse). Excludes unvested RSU and option grants — those aren't beneficially owned until vest.
| # | Insider | Role | Shares | Disclosed Exposure | Lifetime OM Net | Filings | Last Filed |
|---|---|---|---|---|---|---|---|
| 1 | MRMP Managers LLC | 10%+ Owner | 2,461,497 | $2.17M | $6.54M | 13 | 2025-12-04 |
| 2 | Joshua Horowitz | Director | 532,408 | $468.5K | $263.8K | 13 | 2026-09-10 |
| 3 | Kenneth S Grossman | Director | 280,949 | $247.2K | $133.0K | 13 | 2025-12-12 |
| 4 | Philip F Patman Jr | CFO and Treasurer | 226,513 | $199.3K | $55.1K | 4 | 2026-09-10 |
| 5 | Douglas N Woodrum | Director | 166,230 | $146.3K | $266.0K | 7 | 2024-10-28 |
| 6 | Craig Douglas Hopkins | Chief Executive Officer | 151,000 | $132.9K | $40.8K | 4 | 2025-01-17 |
| 7 | Joshua Schechter | Director | 83,674 | $73.6K | $0 | 1 | 2025-12-04 |
| 8 | Laurance Elliot Narbut | Director | 54,867 | $48.3K | $0 | 3 | 2024-10-28 |
| 9 | Philip James McPherson | Director | 44,445 | $39.1K | $0 | 3 | 2025-10-10 |
Lifetime OM Net = signed sum of open-market buys (P) and sells (S) over their career; excludes grants, tax withholdings, and dispositions to issuer. A large negative number is normal for long-tenured executives — they've sold compensation grants over many years.
BRN Board & Officers
As of SEC filings through Sep 10, 2026Directors 7
- Alexander C Kinzler · on file since 2006
- Douglas N Woodrum · since Apr 9, 2020
- Kenneth S Grossman · since Apr 9, 2020
- Philip James McPherson · since Apr 9, 2020
- Joshua Horowitz · since Feb 9, 2023
- Philip F Patman Jr · since Oct 27, 2025
- Joshua Schechter · since Nov 28, 2025
Officers 1
- Philip F Patman Jr · Executive VP - Finance · since Oct 27, 2025
10% owners 4
- Bradley Louis Radoff · since Mar 28, 2026
- MRMP Managers LLC (entity) · on file since Dec 2019
- Ned L Sherwood · since May 10, 2013
- Ned L. Sherwood Revocable Trust (entity) · listed since Dec 2021
Changes in the last 10 years (27)
| Mar 28, 2026 | Bradley Louis Radoff became a 10% owner |
| Nov 28, 2025 | Joshua Schechter became a director |
| Oct 27, 2025 | Philip F Patman Jr became a director |
| Oct 27, 2025 | Philip F Patman Jr became Executive VP - Finance |
| Feb 19, 2025 | The company announced the departure of Laurance Elliot Narbut from the board in an SEC filing |
| Apr 1, 2024 | Craig Douglas Hopkins became Chief Executive Officer |
| Apr 20, 2023 | Ned L. Sherwood Revocable Trust no longer listed as a director in SEC filings |
| Apr 7, 2023 | Ned L. Sherwood Revocable Trust first listed as a director in an SEC filing |
| Feb 9, 2023 | Laurance Elliot Narbut became a director |
| Feb 9, 2023 | Joshua Horowitz became a director |
| Mar 10, 2022 | Francis J. Kelly became a director |
| Mar 9, 2022 | Joseph Eugene Magaro reported in an SEC filing no longer being a 10% owner |
| Mar 9, 2022 | Colin R. O'Farrell reported in an SEC filing no longer being a director |
| Dec 23, 2021 | Ned L. Sherwood Revocable Trust first listed as a 10% owner in an SEC filing |
| Jul 12, 2021 | Colin R. O'Farrell became a director |
| May 5, 2021 | Joseph Eugene Magaro first on file as a 10% owner |
| Feb 17, 2021 | Russell M Gifford no longer listed as a director in SEC filings |
| Feb 11, 2021 | Bradley M Tirpak first listed as a director in an SEC filing |
| Feb 11, 2021 | Alexander C Kinzler listed as President and CEO (previously President and COO) in SEC filings |
| Apr 9, 2020 | Philip James McPherson became a director |
| Apr 9, 2020 | Peter J. O'Malley became a director |
| Apr 9, 2020 | Kenneth S Grossman became a director |
| Apr 9, 2020 | Douglas N Woodrum became a director |
| Mar 4, 2020 | Alexander C Kinzler first listed as a 10% owner in an SEC filing |
| Jan 10, 2020 | Alexander C Kinzler listed as President and COO (previously President and CEO) in SEC filings |
| Dec 23, 2019 | MRMP Managers LLC first on file as a 10% owner |
| Feb 24, 2017 | Alexander C Kinzler listed as President and CEO (previously President and COO) in SEC filings |
Not reported recently (11)
- Craig Douglas Hopkins · Last reported as Chief Executive Officer in an SEC filing dated Jan 17, 2025
- Bradley M Tirpak · Last reported as a director in an SEC filing dated May 6, 2022
- Francis J. Kelly · Last reported as a director in an SEC filing dated May 6, 2022
- Peter J. O'Malley · Last reported as a director in an SEC filing dated Nov 22, 2021
- Russell M Gifford · Last reported as EVP, CFO, Treasurer, Secretary in an SEC filing dated Jul 21, 2021
- Robert J. Inglima Jr. · Last reported as a director in an SEC filing dated Feb 17, 2021
- James S Barnwell III · Last reported as a director in an SEC filing dated Feb 18, 2020
- Kevin K Takata · Last reported as a director in an SEC filing dated Aug 23, 2019
- Murray C Gardner · Last reported as a director in an SEC filing dated Jul 12, 2019
- Martin Anderson · Last reported as a director in an SEC filing dated Feb 1, 2019
- Morton H. Kinzler · Last reported as a director in an SEC filing dated Jun 5, 2017
Compiled from SEC filings by the company and its directors and officers. Dates are as stated in those filings. Where no filing says when someone left, we show the last filing that listed them.
ETF Holders
11 ETFs hold BRN
11 shown · $5.89M total exposure · 0.00% AUM-weighted avg weight
| # | ETF | Provider | Weight | $ Exposure | ETF AUM | As Of |
|---|---|---|---|---|---|---|
| 1 | VXUS Vanguard Total International Stock ETF | Vanguard | 0.00% | $2.5M | — | 2026-09-30 |
| 2 | VEA Vanguard FTSE Developed Markets ETF | Vanguard | 0.00% | $1.7M | — | 2026-09-30 |
| 3 | VSS Vanguard FTSE All-World EX-US Small-Cap Index Fund | Vanguard | 0.00% | $684,139 | — | 2026-09-30 |
| 4 | SPDW State Street® SPDR® Portfolio Developed World ex-US ETF | SPDR (State Street) | 0.00% | $250,884 | $40.7B | 2026-10-23 |
| 5 | VPL Vanguard FTSE Pacific ETF | Vanguard | 0.00% | $218,687 | — | 2026-09-30 |
| 6 | VTI Vanguard Morningstar Total Stock Market ETF | Vanguard | 0.00% | $218,312 | — | 2026-09-30 |
| 7 | VT Vanguard Total World Stock ETF | Vanguard | 0.00% | $106,903 | — | 2026-09-30 |
| 8 | GWX State Street® SPDR® S&P® International Small Cap ETF | SPDR (State Street) | 0.01% | $83,972 | $896.9M | 2026-10-23 |
| 9 | VXF Vanguard Extended Market ETF | Vanguard | 0.00% | $51,139 | — | 2026-09-30 |
| 10 | BSVO EA Bridgeway Omni Small-Cap Value ETF | Nport | 0.00% | $50,443 | — | 2026-06-30 |
| 11 | VSGX Vanguard ESG International Stock ETF | Vanguard | 0.00% | $32,689 | — | 2026-10-23 |
Fundamentals
Quarterly filings sourced from SEC 10-Q / 10-K reports. TTM tiles aggregate the most recent four quarters; bars show the last ~12 quarters oldest → newest.
Metrics
- Revenue — top-line sales. Look for consistent YoY growth; seasonal businesses need same-quarter comparisons (Q4 '24 vs Q4 '23).
- Net Income — bottom-line profit after all expenses. Can be volatile from one-time items; red bars = net loss.
- Diluted EPS — net income per share assuming options/converts are exercised. Direct input to the P/E ratio.
- Operating Cash Flow — cash generated from core operations, before capex and financing. Harder to manipulate than net income; growing OCF is a quality signal.
How to read the bars
- Sequential growth — quarter-over-quarter trend. Accelerating bars are a momentum signal.
- YoY growth — compare to the same quarter a year earlier to remove seasonality.
- Quality — OCF should roughly track Net Income over time. Large divergence (net income ≫ OCF) flags accruals risk.
- Margins — scan the bar ratios: Net Income / Revenue tells you margin trend without needing a separate chart.
TTM (trailing-twelve-month) smooths seasonality and is used for the P/E calculation. Filings appear 30–90 days after the period closes.