BROS Dutch Bros Inc.

XNYS 36.25 Delayed
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Stock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership. Iron condor setups Expected move IV rank history 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.

BROS $36.25 —
Key stats
$36.25
52-Week Range
$33.17 – $74.02
YTD
-41.68%
IV Rank (30D)
35.54
Straddle Price
$3.98
P/C Vol Ratio
0.51
Market Cap
$4.7B
Open
$34.50
Day Range
$34.48 – $36.60
Volume
4,384,225
Prev Close
$33.77
Fair Value
MODEL: LONG

A blended fair-value estimate combining up to six valuation methods. Each method is weighted by how well it fits the company — DCF down-weights for unprofitable names; DDM only fires for steady dividend payers; comparables down-weight when peer multiples disagree.

  • DCF (quality-aware) — projects free cash flow with a horizon that scales to business quality. True compounders (quality 6/6) get 10 years explicit + 10 years fade before terminal; cyclical/struggling names (quality 0-1) get a 5-year terminal cliff. Quality is scored from ROE, gross margin, growth, FCF margin, debt load, and FCF consistency — the same factors that drive market premium for compounders.
  • Market-Implied Growth (in Model Inputs) — reverse-DCF that answers "what growth rate is the market pricing in?". Lets you sanity-check the deviation: if implied growth is plausible for the business, the model's bearish flag may be wrong; if implausible, the market may be over-extrapolating.
  • DDM (Gordon Growth Dividend Model) — values the stream of future dividends. Only used when trailing yield ≥ 2% and dividend payments are stable — below that the dividend is a token payout and Gordon (which values only the dividend stream) systematically underprices growth names, so those route to DCF + comparables + market anchor instead.
  • P/E, EV/EBITDA, P/B, P/S — applies the peer-group median multiple to this company's per-share metric. Peers come from the same set as the "Related symbols" card. Earnings/sales metrics are forward-tilted by the company's recent revenue growth (capped at 25%) so they're comparable to peers' growth-embedded multiples — mimics how analysts use NTM rather than TTM. Per-multiple weights are biased by company quality (e.g. P/B down-weighted for asset-light tech).
  • Market Anchor (SMA50) — the 50-day moving average, weighted by recent trading-range stability (tighter Bollinger bands → higher weight). Captures information fundamentals miss (forward consensus, sentiment, supply/demand) — but only when recent trading is steady enough that the market has converged on a view. During wild breakouts or breakdowns the anchor's weight collapses.
  • Options Expected (B-L 30d) — the risk-neutral expected stock price at 30-day options expiration, derived from the full implied-volatility surface via Breeden-Litzenberger (second derivative of call price wrt strike → implied PDF, then E[S_T]). Forward-looking, captures all options-implied information (smile, skew, term structure) in one number. Weighted by chain liquidity. SP500-only at present (pre-computed daily). Backtest evidence: adds modest alpha across most bucket × holding combos.
  • Blended value — weighted average. Confidence reflects how many methods fired and how tight peer dispersion is.
  • Deviation pill — green when blended FV ≥ 10% above current price (undervalued); red when ≥ 10% below; grey otherwise.
10-yr Treasury (rf)4.90%
Beta vs SPY1.64
Cost of Equity (CAPM)12.67% (VRP-adj)
WACC13.16%
Volatility Risk Premium-2.8pp (IV − HV30), ERP adj -25bps
Effective Tax Rate16.3%
Rev. Growth (YoY, DCF input)+30.0%
DCF Horizon10 years explicit + fade
Forward Tilt (NTM/TTM)×1.10 (applied to P/E, EV/EBITDA, P/S)
Free Cash Flow (TTM)$0.1B
Return on Equity (TTM)11.6%
Book / Price21.4%
Gross Margin (TTM)25.1%
FCF Margin (TTM)4.0%
Debt / Equity0.20
Quality Score3/6 — normal (10y DCF)
SMA 50$41.43 (Market Anchor value)
SMA 20 / Bollinger Mid$41.10
Bollinger Width / SMA2028.8% (drives anchor stability)
Net Debt$-0.1B
Market Cap$5B
Peers used for multiples: AMZN, CELH, FWRG, KO, MNST, OKTA, QSR, SBUX
60-Day Conviction
75%
20-Day Fair Value
≈ by Dec 8, 2026
$37.13
α +2.0% rank 40%
conviction
92%
40-Day Fair Value
≈ by Jan 6, 2027
$37.71
α +3.6% rank 25%
conviction
87%
60-Day Fair Value
≈ by Feb 4, 2027
$37.64
α +3.4% rank 21%
conviction
75%
MethodImplied PriceWeightDetail
DCF $23.22 22%
DDM (Gordon) n/a 0%
Peer P/E $33.80 7% median 42.7× · 8 peers
Peer EV/EBITDA $51.37 7% median 19.8× · 8 peers
Peer P/B $45.87 7% median 6.3× · 7 peers
Peer P/S $51.40 7% median 3.3× · 8 peers
Market Anchor (SMA50) $41.43 30% stability 68% (BB-width)
Options Expected (B-L 30d) $34.31 22% 27 strikes · skew -0.11
As of 2026-11-09 · updated
About
Industry (SIC)
RETAIL-EATING & DRINKING PLACES (5810) · industry map
Exchange
XNYS
Market Cap
$4.7B
Employees
32,000
List Date
2021-09-15
CIK
0001866581
Last Earnings
Nov 4 after close · −21.4% vs ±12.3% expected
Next Earnings
~Feb 11, 2027 (estimated)
Headquarters
Tempe, AZ
Homepage
https://www.dutchbros.com

Dutch Bros is the third-largest specialty coffee chain in the US, generating $2.2 billion in systemwide sales across 1,136 stores in 2025. The firm derives the bulk of its revenue from selling coffee, energy drinks, and other beverages to customers at its company-owned units, which account for 92% of total revenue. The remainder is derived from royalties, fees, and product sales to franchisees (32% of the shop mix) as well as license fees from the sale of branded products. Dutch Bros' model emphasizes friendly service and speed at its predominantly drive-thru locations, mainly in the Western a…

Summary
—
composite
—
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
'21'22'23'24'25'26Avg
Jan---0.52%40.32%-13.55%11.03%-12.50%4.96%
Feb---17.46%-13.42%7.29%25.02%-3.87%-0.49%
Mar--16.31%-1.13%11.22%-19.12%-4.85%0.49%
Apr---15.94%-2.72%-14.51%-2.62%13.75%-4.41%
May---23.76%-8.31%31.07%20.41%1.84%4.25%
Jun---20.58%1.03%18.05%-4.72%21.94%3.14%
Jul--16.21%8.39%-8.60%-11.67%-10.06%-1.15%
Aug---3.57%-3.89%-18.40%26.66%-24.81%-4.80%
Sep18.10%-13.09%-19.10%3.93%-28.28%-16.74%-9.20%
Oct65.52%15.71%3.71%2.99%7.78%11.03%17.79%
Nov-30.70%6.70%11.61%60.87%7.56%-17.18%*6.48%
Dec5.93%-26.11%11.91%-3.89%3.13%---1.81%
Total43.50%-56.81%18.17%68.43%20.33%-41.46%8.69%
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: $41.06
SMA 50: $41.16
SMA 200: $52.71
Current: $36.39
EMA 12: $39.70
EMA 26: $40.68
MACD: -0.9825 | Signal: -0.7193
BEARISH
ADX (14): 26.52
TREND
+DI: 21.53
−DI: 36.56

Momentum Oscillators

RSI (14): 38.68
NEUTRAL
Stoch %K: 12.07
Stoch %D: 29.97
Williams %R: -73.80

Volume & Volatility

BB Upper: $47.10
BB Lower: $35.02
NEUTRAL
OBV: -169,051,167
Vol SMA 20: 5,270,662
Vol ROC: 22.26%
ATR: $2.33
True Range: $2.83
HV 20: 99.4%
HV 30: 83.3%
HV 60: 64.5%

Data Summary

Data Points: 500
Last Updated:
Date Range: 2024-11-08T00:00:00 – 2026-11-06T00:00:00
AI Analysis
Written before BROS’s Nov 4 earnings report, so it doesn’t reflect the results.

LLM Stock Analysis Report

Executive Summary

Overall Assessment: NEUTRAL (Confidence Level: 6/10)

Key Drivers: Recent news headlines highlighting growth opportunities and catalysts, such as earnings beats and product launches.

Primary Risks: High volatility, potential for further price movements driven by sentiment and options activity.

Investment Thesis: Dutch Bros' strong brand momentum and increasing market share may drive future growth, but the high volatility and uncertainty surrounding earnings and option markets make it a higher-risk investment.

Recent News Sentiment Impact: Positive news headlines, such as earnings beats and product launches, have contributed to the stock's recent upward trend. The overall sentiment is positive, with 5 out of 6 recent articles having a positive or neutral tone.

Technical Analysis

Trend Direction:

  • Short-term (1-4 weeks): Bullish
  • Medium-term (1-3 months): Neutral
  • Long-term (3-12 months): Bullish

Support/Resistance Levels: Key price levels to monitor include the SMA 20 ($57.97) and the Bollinger Bands' upper ($72.00) and lower ($43.95) boundaries.

Momentum Signals:

  • RSI interpretation: Neutral (32.85), indicating no strong buy or sell signals.
  • MACD signal: Bearish, suggesting a potential trend reversal.
  • Bollinger Bands position: Neutral, with the price touching the middle band, indicating no clear momentum direction.

Volume Analysis: Volume has been increasing recently, with an On-Balance Volume (OBV) reading of -84997806.10 indicating a bearish sentiment in the options market.

News & Sentiment Analysis

Recent Headlines Summary: The majority of recent news headlines have been positive, highlighting growth opportunities and catalysts for Dutch Bros.

Sentiment Assessment: Positive news sentiment dominates, with an aggregate sentiment score of 4.5/6 (positive).

Catalyst Identification: Upcoming earnings on August 5th may be a key catalyst, as well as product launches and partnerships.

Market Narrative: The positive news headlines align with the technical analysis, suggesting a bullish trend, but the high volatility and bearish MACD signal indicate potential risks ahead.

Risk & Volatility Assessment

Beta Interpretation: Dutch Bros' beta is 1.40, indicating higher risk relative to the market.

Volatility Regime: High volatility regime, with an average True Range (ATR) of $2.80 and a Historical Volatility of 62.7% (HV60).

Options Market Signals:

  • IV Rank: Medium (73.4%)
  • Put/Call Volume Ratio: Bullish (0.31)
  • Market Expectation: Options market pricing a $4.67 move by expiration

Downside Protection: Support levels include the SMA 20 ($57.97) and the Bollinger Bands' lower boundary ($43.95), with risk management considerations involving stop-loss levels and position sizing.

Market Context & Positioning

Sector Performance: Dutch Bros performs relatively strongly within its sector, with a beta of 1.40 compared to SPY (0.87).

Institutional Activity: Institutional interest is high, as evidenced by the increasing volume flow in options markets.

Correlation Analysis: The stock's correlation with the market is moderate (R-squared = 0.35), indicating potential for independent price movements.

Relative Valuation: Dutch Bros trades within its trading range, with a relative valuation score of 1.04 compared to SPY.

Key Levels & Action Items

Critical Price Levels:

  • Support level: SMA 20 ($57.97)
  • Resistance level: Bollinger Bands' upper boundary ($72.00)

Breakout/Breakdown Levels: Monitor the price for potential breaks above $72.00 or below $43.95.

Time-Sensitive Catalysts: Earnings on August 5th and product launches may drive future price movements.

Risk Management: Consider using stop-loss levels around $57.97 and position sizing based on risk tolerance.

Generated
News
All BROS news →
Showing 1–10 of 41
Page 1 of 5
Earnings History
11 of 22 under expected move
Avg Expected Move
13.99%
Avg Actual Move
13.11%
Each row pairs the pre-earnings straddle-implied expected move with the realized close-to-close move. Sorted oldest first.
Earnings Date Timing Expected Move Actual Move Ratio Outcome
2021-11-10 After-Close 17.42% 5.94% 0.34x Within
2022-01-10 After-Close 11.92% 5.02% 0.42x Within
2022-03-01 After-Close 19.15% 6.94% 0.36x Within
2022-05-11 After-Close 19.78% 26.94% 1.36x Exceeded
2022-08-10 After-Close 15.16% 5.18% 0.34x Within
2022-11-09 After-Close 14.80% 22.37% 1.51x Exceeded
2023-01-09 After-Close 6.84% 4.04% 0.59x Within
2023-05-09 After-Close 10.57% 11.96% 1.13x Exceeded
2023-08-08 After-Close 11.97% 17.86% 1.49x Exceeded
2023-11-07 After-Close 12.69% 0.90% 0.07x Within
2024-01-08 After-Close 3.74% 3.57% 0.95x Within
2024-05-07 After-Close 11.72% 11.79% 1.01x Exceeded
2024-08-07 After-Close 17.57% 19.84% 1.13x Exceeded
2024-11-06 After-Close 19.10% 28.13% 1.47x Exceeded
2025-02-12 After-Close 21.75% 29.10% 1.34x Exceeded
2025-05-07 After-Close 14.78% 8.83% 0.60x Within
2025-08-06 After-Close 16.22% 21.60% 1.33x Exceeded
2025-11-05 After-Close 15.39% 4.21% 0.27x Within
2026-02-12 After-Close 12.89% 4.68% 0.36x Within
2026-05-06 After-Close 11.68% 9.35% 0.80x Within
2026-08-05 After-Close 10.28% 18.79% 1.83x Exceeded
2026-11-04 After-Close 12.33% 21.41% 1.74x Exceeded

Earnings calendar: this week’s reports with expected vs actual moves →

BROS Options Activity & IV Rank

BROS IV rank history, 52-week IV rank and IV percentile →

Volatility Metrics

Current IV: 47.0%
7-DTE IV: 54.7%
Expected Move: $3.98
7-DTE Move: $1.80
Days to Exp: 32 (2026-12-11)

Options Flow · All expiries

Call Volume: 6,709
Put Volume: 3,403
P/C Volume: 0.507
BULLISH
Call OI: 58,338
Put OI: 29,267
P/C OI: 0.502
Total OI: 87,605

ATM Options Pricing

ATM Call: $2.23
ATM Put: $1.75
Call %: 6.1%
Put %: 4.8%

Chain Summary

Chain Volume: 10,112
Chain OI: 87,605
Last Updated: 11/9/2026
Spread Scanner
Full Algorithm Docs ↗

Each spread is ranked by a composite score built in three stages. Full documentation →

Stage 1 — Base Score

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.
Calendars: the long leg is valued at the short leg’s expiration (Black-Scholes at its current IV) across the range of prices the short leg’s IV implies, giving the best-case profit (R/R = that over the debit) and P(profit).

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 →

Scanning bull put, bear call, iron condor and calendar spreads…

Dealer Positioning
LOW γ vs HISTORY

Estimated net dealer gamma is at the 17th percentile of this name's own daily history, near the low end of its range. This describes current positioning; it is not a forecast or a trading signal.

Gamma percentile
17%
vs own history
GEX tilt
-0.11
OI-weighted, today
Vanna tilt
-0.02
δ-sensitivity to IV
Charm tilt
-0.12
δ-decay vs time

Net dealer gamma is an estimate of the aggregate gamma held by options market makers across this name's option chain, weighted by open interest. Dealer positions aren't public, so it uses a standard simplifying assumption: dealers are treated as long the calls and short the puts that are open. Actual dealer books can differ.

Gamma percentile ranks today's estimate against this name's own daily history, from 0% (the lowest reading on record) to 100% (the highest). Raw gamma scales with how much open interest a chain carries, so it isn't comparable across names; the percentile is. The badge marks the bottom 20% as low and the top 20% as high.

Tilts run from −1 to +1 and show how lopsided the estimated dealer exposure is. GEX tilt compares call gamma with put gamma. Vanna tilt describes how the hedge would shift if implied volatility changed, and charm tilt how it would shift with the passage of time.

This card describes estimated positioning and where it sits historically. It is not a forecast of price direction or volatility and not a trading signal. Market-wide view: Dealer positioning screener.

· 102 ATM contracts, 22k total OI
Skew (Wing IV − ATM IV)
DTE:
Wing Δ:
Metric:
Wing vs ATM
IV(put wing) − IV(ATM), in vol points

How 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 side

Which 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 33%
+4.2 pts EXTREME
ATM 52.8% / Wing 57.0%
30 DTE / 10d —
— pts EXTREME
ATM 46.3% / Wing —

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

Loading the implied volatility surface…

Volatility Smile

Loading the implied volatility smile…

IV Rank (7 DTE)23.2LowNov 9
IV Rank (30 DTE)35.5MediumNov 9
Straddle Price (30 DTE)$3.98Nov 9
Beta Analysis

Risk Metrics

Beta: 1.6416
Alpha: -43.41%
Correlation: 0.4062
R-Squared: 16.5%
Stock Volatility: 55.7%
Market Volatility: 13.8%

Analysis Details

Benchmark: SPY
Data Points: 251
Period: 252 trading days
Interpretation:
High volatility - stock moves more than market
Beta & Alpha Over Time
Notable investors who own BROS
5 of 37 tracked investors
InvestorValueShare of their portfolioRankQ/Q sharesSource
Citadel Hedge fund
Ken Griffin
$158.8M
0.09%
#254 of 6285+10.2%13F
Point72 Hedge fund
Steve Cohen
$23.6M
0.04%
#537 of 1945-88.2%13F
Millennium Management Hedge fund
Izzy Englander
$5.6M
0.00%
#1988 of 3716-97.6%13F
Rockefeller Capital Management Family office
Rockefeller family
$5.1M
0.01%
#961 of 4729-4.6%13F
Bridgewater Associates Hedge fund
Ray Dalio
$467K
0.00%
#932 of 997-10.7%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

BROS Institutional Ownership (13F)

Filings for 2026-06-30 · 239 already for 2026-09-30
Diluted shares outstanding: 128,823,000 (as of 2026-06-30)

Institutional 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.

544 filers266,247,780 shares$17.97B value206.68% of float
# Filer Shares Value % of Total % of Float Period
1 FMR LLC Custodian 33,448,264 $2.40B 13.37% 25.96% 2026-06-30
2 BlackRock, Inc. Custodian 29,325,970 $2.11B 11.72% 22.76% 2026-06-30
3 T. Rowe Price Associates, Inc. 19,187,870 $1.38B 7.67% 14.89% 2026-06-30
4 Vanguard Capital Management LLC 12,133,170 $871.28M 4.85% 9.42% 2026-06-30
5 Vanguard Portfolio Management LLC 11,877,072 $852.89M 4.75% 9.22% 2026-06-30
6 T. Rowe Price Investment Management, Inc. 8,531,084 $612.62M 3.41% 6.62% 2026-06-30
7 State Street Corp 7,702,642 $553.12M 3.08% 5.98% 2026-06-30
8 Wellington Management Group LLP Custodian 6,181,764 $443.91M 2.47% 4.80% 2026-06-30
9 BAILLIE GIFFORD & CO 5,477,770 $393.36M 2.19% 4.25% 2026-06-30
10 Citadel Advisors LLC Custodian 4,421,916 $317.54M 1.77% 3.43% 2026-06-30
11 WESTFIELD CAPITAL MANAGEMENT CO LP 4,368,002 $313.67M 1.75% 3.39% 2026-06-30
12 1832 Asset Management L.P. 4,023,600 $288.93M 1.61% 3.12% 2026-06-30
13 Goldman Sachs Group Inc Custodian 3,980,326 $285.83M 1.59% 3.09% 2026-06-30
14 Morgan Stanley Custodian 3,774,022 $271.01M 1.51% 2.93% 2026-06-30
15 American Century Companies, Inc. 3,432,194 $246.47M 1.37% 2.66% 2026-06-30
16 Bank of America Corp Custodian 3,206,044 $230.23M 1.28% 2.49% 2026-06-30
17 Marshall Wace, LLP Custodian 2,919,124 $209.62M 1.17% 2.27% 2026-06-30
18 JOHO CAPITAL LLC 2,836,788 $203.71M 1.13% 2.20% 2026-06-30
19 Geode Capital Management, LLC Custodian 4,881,504 $188.28M 1.05% 3.79% 2026-09-30
20 WASATCH ADVISORS LP 4,667,974 $180.00M 1.00% 3.62% 2026-09-30
21 Charles Schwab Investment Management, Inc. 2,412,796 $173.26M 0.96% 1.87% 2026-06-30
22 Jane Street Group, LLC Custodian 2,372,940 $170.40M 0.95% 1.84% 2026-06-30
23 UBS Group AG Custodian 2,270,276 $163.03M 0.91% 1.76% 2026-06-30
24 Driehaus Capital Management LLC 2,219,948 $159.41M 0.89% 1.72% 2026-06-30
25 Ameriprise Financial, Inc. Custodian 2,184,440 $156.86M 0.87% 1.70% 2026-06-30
19 filers$411.79M notional
# Filer Notional Value % of Total Period
1 Jane Street Group, LLC Custodian $126.87M 30.81% 2026-06-30
2 Susquehanna International Group, LLP Custodian $121.10M 29.41% 2026-06-30
3 Citadel Advisors LLC Custodian $72.90M 17.70% 2026-06-30
4 Walleye Trading LLC $15.11M 3.67% 2026-06-30
5 Squarepoint Ops LLC $11.73M 2.85% 2026-06-30
6 IMC-Chicago, LLC Custodian $9.70M 2.36% 2026-09-30
7 Interval Partners, LP $9.45M 2.29% 2026-06-30
8 GROUP ONE TRADING LLC Custodian $7.99M 1.94% 2026-06-30
9 Caption Management, LLC $7.76M 1.88% 2026-06-30
10 Twin Tree Management, LP $6.25M 1.52% 2026-06-30
11 Point72 Asset Management, L.P. $5.52M 1.34% 2026-06-30
12 TUDOR INVESTMENT CORP ET AL $5.20M 1.26% 2026-06-30
13 Simplex Trading, LLC Custodian $3.78M 0.92% 2026-09-30
14 Two Sigma Investments, LP Custodian $2.64M 0.64% 2026-06-30
15 PEAK6 LLC $2.31M 0.56% 2026-06-30
16 Walleye Capital LLC $2.14M 0.52% 2026-06-30
17 Millennium Management LLC Custodian $1.34M 0.32% 2026-06-30
18 OSAIC HOLDINGS, INC. Custodian $3.10K <0.01% 2026-06-30
19 MERCER GLOBAL ADVISORS INC /ADV $0 0.00% 2026-06-30
16 filers$222.04M notional
# Filer Notional Value % of Total Period
1 Susquehanna International Group, LLP Custodian $67.23M 30.28% 2026-06-30
2 Jane Street Group, LLC Custodian $45.28M 20.39% 2026-06-30
3 Citadel Advisors LLC Custodian $39.81M 17.93% 2026-06-30
4 Walleye Trading LLC $28.61M 12.88% 2026-06-30
5 Twin Tree Management, LP $8.75M 3.94% 2026-06-30
6 IMC-Chicago, LLC Custodian $8.41M 3.79% 2026-09-30
7 D. E. Shaw & Co., Inc. Custodian $5.89M 2.65% 2026-06-30
8 Squarepoint Ops LLC $4.27M 1.92% 2026-06-30
9 Two Sigma Investments, LP Custodian $2.53M 1.14% 2026-06-30
10 Millennium Management LLC Custodian $2.31M 1.04% 2026-06-30
11 Simplex Trading, LLC Custodian $2.21M 1.00% 2026-09-30
12 GROUP ONE TRADING LLC Custodian $1.70M 0.77% 2026-06-30
13 Point72 Asset Management, L.P. $1.45M 0.65% 2026-06-30
14 Walleye Capital LLC $1.41M 0.63% 2026-06-30
15 Balyasny Asset Management L.P. $1.34M 0.60% 2026-06-30
16 TUDOR INVESTMENT CORP ET AL $847.36K 0.38% 2026-06-30

BROS Insider Trading (Form 4)

Latest: 2026-11-04
Form 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
2026-11-04 DM Individual Aggregator, LLC 10%+ Owner Sell (S) −831,480 $44.55 -$37.04M EDGAR
2026-11-04 Travis Boersma Executive Chairman of Board Sell (S) −2,388,812 $44.55 -$106.42M EDGAR
2026-11-04 DM Trust Aggregator, LLC 10%+ Owner Sell (S) −1,557,332 $44.55 -$69.38M EDGAR
2026-10-30 Travis Boersma Executive Chairman of Board Sell (S) −408,023 $44.03 -$17.96M EDGAR
2026-10-30 DM Trust Aggregator, LLC 10%+ Owner Sell (S) −266,000 $44.03 -$11.71M EDGAR
2026-10-30 Travis Boersma Executive Chairman of Board Sell (S) −57,478 $44.09 -$2.53M EDGAR
2026-10-30 DM Trust Aggregator, LLC 10%+ Owner Sell (S) −37,470 $44.09 -$1.65M EDGAR
2026-10-30 DM Individual Aggregator, LLC 10%+ Owner Sell (S) −20,008 $44.09 -$882.1K EDGAR
2026-10-30 DM Individual Aggregator, LLC 10%+ Owner Sell (S) −142,023 $44.03 -$6.25M EDGAR
2026-10-22 DM Individual Aggregator, LLC 10%+ Owner Sell (S) −50,709 $44.01 -$2.23M EDGAR
2026-10-22 Travis Boersma Executive Chairman of Board Sell (S) −145,687 $44.01 -$6.41M EDGAR
2026-10-22 DM Trust Aggregator, LLC 10%+ Owner Sell (S) −94,978 $44.01 -$4.18M EDGAR
2026-08-21 Todd Allan Penegor Director Exer (M) +775 — EDGAR
2026-08-21 Ann M Miller Director Exer (M) +775 — EDGAR
2026-08-21 Scott Harlan Maw Director Exer (M) +775 — 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.

BROS Insider Holdings

18 insiders · @ $36.39
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 DM Trust Aggregator, LLC 10%+ Owner 3,488,490 $126.95M -$738.84M 53 2026-11-04
2 Travis Boersma Executive Chairman of Board 1,459,421 $53.11M -$1.19B 55 2026-11-04
3 DM Individual Aggregator, LLC 10%+ Owner 1,459,421 $53.11M -$448.14M 52 2026-11-04
4 Christine Barone CEO and President 44,573 $1.62M -$2.53M 7 2026-06-11
5 Tana Davila Chief Marketing Officer 26,093 $949.5K $0 8 2026-07-06
6 Joshua J Guenser Chief Financial Officer 23,630 $859.9K $0 4 2026-03-02
7 Victoria J Tullett Chief Legal Officer 22,568 $821.2K $25.0K 10 2026-03-02
8 Stephen Gillett Director 19,282 $701.7K $148.7K 20 2026-08-21
9 Thomas James Davis Director 14,121 $513.9K $0 18 2026-05-15
10 Kathryn George Director 14,121 $513.9K $0 18 2026-05-15
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.

BROS Board & Officers

As of SEC filings through Nov 4, 2026

Directors 9

Officers 6

10% owners 3

Changes in the last 10 years (49)
May 15, 2026Thomas James Davis reported in an SEC filing no longer being a director
May 15, 2026Kathryn George reported in an SEC filing no longer being a director
May 13, 2026Scott Harlan Maw became a director
Feb 24, 2026Christine Barone first listed as a director in an SEC filing
May 13, 2025Nick Daddario became Chief Accounting Officer
Feb 18, 2025Kory Marchisotto became a director
Jun 24, 2024Todd Allan Penegor became a director
Jun 10, 2024The company announced the departure of Sean B.A. Sullivan from the board in an SEC filing
Jun 3, 2024Gerard Johan Hart became a director
May 31, 2024Tsg7 A Aiv Vi, L.p. reported in an SEC filing no longer being a 10% owner
May 31, 2024TSG7 A Management LLC reported in an SEC filing no longer being a 10% owner
May 31, 2024TSG7 A AIV VI Holdings-A, L.P. reported in an SEC filing no longer being a 10% owner
May 31, 2024Dutch Holdings LLC reported in an SEC filing no longer being a 10% owner
May 31, 2024DG Coinvestor Blocker Aggregator, L.P. reported in an SEC filing no longer being a 10% owner
May 9, 2024Joshua J Guenser became Chief Financial Officer
Apr 1, 2024Sumitro Ghosh became President of Operations
Mar 22, 2024The company announced the departure of Blythe Jack from the board in an SEC filing
Mar 4, 2024Christine Barone listed as CEO and President (previously President) in SEC filings
Jan 8, 2024The company announced the departure of Charles Jemley as Chief Financial Officer in an SEC filing
Dec 27, 2023The company announced the departure of Joth Ricci as CEO in an SEC filing
Not reported recently (3)
  • Sumitro Ghosh · Last reported as President of Operations in an SEC filing dated Mar 4, 2025
  • Brian Maxwell · Last reported as Chief Operating Officer in an SEC filing dated Mar 22, 2024
  • Charles Esserman · Last reported as a director in an SEC filing dated Mar 21, 2023
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.

BROS Proposed Insider Sales (Form 144)

Latest: 2026-11-04
Last 30d: 12 filings · $129.8M notice value  ·  Last 90d: 12 filings · $129.8M notice value · 2 unique filers · 100% under 10b5-1 plans

What is Form 144? A notice of intent to sell restricted or control stock under Rule 144. Affiliates (officers, directors, 10%+ owners) and holders of restricted shares must file Form 144 when planning to sell more than 5,000 shares or $50,000 in any 3-month rolling window.

How it relates to Form 4: Form 144 is filed before the trade (up to 90 days in advance); Form 4 is filed within 2 business days after the trade executes. Not every Form 144 results in a sale — the filer may cancel or delay. Look for the corresponding Form 4 on the Insider Activity card to confirm a sale actually happened.

10b5-1 plans: Trades made under a pre-scheduled Rule 10b5-1 plan are not discretionary — they execute automatically on dates set months earlier, regardless of news. High 10b5-1 percentages mean less per-filing signal value, though cumulative selling volume still matters.

"Notice value": Aggregate market value the filer wrote into the Form 144 — i.e. the size of the planned sale, not necessarily the executed dollars. An amended notice (Form 144/A) replaces the original it amends, and cancelled notices are dropped, so neither is double-counted above. A filed value that is clearly inconsistent with the share count at the stock's price (a filer typo) shows as a dash and is left out of the totals.

Source & freshness: Sourced from public Form 144 filings. Refreshed daily; new filings typically appear here the morning after they are filed.

Top 90-day filers: DM TRUST AGGREGATOR, LLC (6, $84.6M) · DM INDIVIDUAL AGGREGATOR, LLC (6, $45.2M)
Filed Filer Role Shares Notice Value Planned Sale Broker Plan Link
2026-11-04 DM TRUST AGGREGATOR, LLC 10% Stockholder 672,932 $29.33M 2026-11-04 Morgan Stanley Smith Barney LLC … 10b5-1 EDGAR
2026-11-04 DM INDIVIDUAL AGGREGATOR, LLC 10% Stockholder 359,284 $15.66M 2026-11-04 Morgan Stanley Smith Barney LLC … 10b5-1 EDGAR
2026-11-03 DM TRUST AGGREGATOR, LLC 10% Stockholder 256,708 $11.26M 2026-11-03 Morgan Stanley Smith Barney LLC … 10b5-1 EDGAR
2026-11-03 DM INDIVIDUAL AGGREGATOR, LLC 10% Stockholder 137,060 $6.01M 2026-11-03 Morgan Stanley Smith Barney LLC … 10b5-1 EDGAR
2026-11-02 DM INDIVIDUAL AGGREGATOR, LLC 10% Stockholder 335,136 $14.37M 2026-11-02 Morgan Stanley Smith Barney LLC … 10b5-1 EDGAR
2026-11-02 DM TRUST AGGREGATOR, LLC 10% Stockholder 627,692 $26.91M 2026-11-02 Morgan Stanley Smith Barney LLC … 10b5-1 EDGAR
2026-10-30 DM INDIVIDUAL AGGREGATOR, LLC 10% Stockholder 20,008 $880.0K 2026-10-30 Morgan Stanley Smith Barney LLC … 10b5-1 EDGAR
2026-10-30 DM TRUST AGGREGATOR, LLC 10% Stockholder 37,470 $1.65M 2026-10-30 Morgan Stanley Smith Barney LLC … 10b5-1 EDGAR
2026-10-29 DM INDIVIDUAL AGGREGATOR, LLC 10% Stockholder 142,023 $6.10M 2026-10-29 Morgan Stanley Smith Barney LLC … 10b5-1 EDGAR
2026-10-29 DM TRUST AGGREGATOR, LLC 10% Stockholder 266,000 $11.42M 2026-10-29 Morgan Stanley Smith Barney LLC … 10b5-1 EDGAR
Notice value is the aggregate market value the filer states they intend to sell — not a confirmed transaction. Compare to Insider Activity (Form 4) to see which planned sales actually executed. Market-wide feed: Planned sales (Form 144).
Recent SEC Filings
Latest: 2026-11-06
Current reports — material events the company must disclose within 4 business days (earnings releases, M&A, executive changes, etc.).
Filing Date Event Link
2026-11-06 Director or officer change · Regulation FD disclosure EDGAR
2026-11-04 Earnings results · Regulation FD disclosure EDGAR
2026-08-05 Earnings results · Regulation FD disclosure · Other events EDGAR
2026-05-15 Shareholder vote results EDGAR
2026-05-06 Earnings results · Regulation FD disclosure EDGAR
2026-02-12 Earnings results · Regulation FD disclosure EDGAR
2025-11-05 Earnings results · Regulation FD disclosure EDGAR
2025-08-06 Earnings results · Regulation FD disclosure EDGAR
2025-05-30 Material agreement EDGAR
2025-05-22 Director or officer change EDGAR
Annual report — audited financial statements, MD&A, risk factors. Filed 60–90 days after fiscal year-end.
Filing Date Accession Link
2026-02-13 0001866581-26-000006 EDGAR
2025-02-13 0001866581-25-000048 EDGAR
2024-02-23 0001866581-24-000038 EDGAR
2023-02-27 0001866581-23-000038 EDGAR
2022-03-11 0001866581-22-000020 EDGAR
Quarterly report — unaudited financials and MD&A. Filed 40–45 days after each of the first three fiscal quarters.
Filing Date Accession Link
2026-11-05 0001866581-26-000180 EDGAR
2026-08-06 0001866581-26-000133 EDGAR
2026-05-06 0001866581-26-000078 EDGAR
2025-11-06 0001866581-25-000227 EDGAR
2025-08-07 0001866581-25-000186 EDGAR
2025-05-08 0001866581-25-000130 EDGAR
2024-11-07 0001866581-24-000306 EDGAR
2024-08-08 0001866581-24-000217 EDGAR
2024-05-08 0001866581-24-000134 EDGAR
2023-11-08 0001866581-23-000131 EDGAR
ETF Holders
100 ETFs hold BROS
25 shown · $869.18M total exposure · 0.07% AUM-weighted avg weight
# ETF Provider Weight $ Exposure ETF AUM As Of
1 VTI Vanguard Morningstar Total Stock Market ETF Vanguard 0.01% $168.8M — 2026-09-30
2 IJH iShares Core S&P Mid-Cap ETF iShares (BlackRock) 0.13% $158.5M $121.4B 2026-11-06
3 VB Vanguard Morningstar Small-Cap ETF Vanguard 0.07% $119.8M — 2026-09-30
4 VBK Vanguard Morningstar Small-Cap Growth ETF Vanguard 0.15% $66.7M — 2026-09-30
5 VXF Vanguard Extended Market ETF Vanguard 0.06% $56.3M — 2026-09-30
6 MDY State Street® SPDR® S&P MIDCAP 400® ETF Trust SPDR (State Street) 0.13% $34.2M $25.6B 2026-11-05
7 SCHA Schwab U.S. Small-Cap ETF Nport 0.13% $29.6M — 2026-08-31
8 SPMD State Street® SPDR® Portfolio S&P 400™ Mid Cap ETF SPDR (State Street) 0.13% $24.6M $18.3B 2026-11-05
9 IWP iShares Russell Mid-Cap Growth ETF iShares (BlackRock) 0.14% $24.1M $17.3B 2026-11-06
10 DFAS Dimensional US Small Cap ETF Dimensional 0.07% $23.2M — 2026-11-05
11 IWR iShares Russell Mid-Cap ETF iShares (BlackRock) 0.03% $18.3M $56.9B 2026-11-06
12 SCHM Schwab U.S. Mid-Cap ETF Nport 0.12% $17.3M — 2026-08-31
13 IWF iShares Russell 1000 Growth ETF iShares (BlackRock) 0.01% $16.1M $114.6B 2026-11-06
14 TMSL T. Rowe Price Small-Mid Cap ETF Nport 0.59% $16.0M — 2026-06-30
15 IJK iShares S&P Mid-Cap 400 Growth ETF iShares (BlackRock) 0.15% $15.0M $10.2B 2026-11-06
16 CSMD Congress SMid Growth ETF Nport 2.39% $10.8M — 2026-07-31
17 IJJ iShares S&P Mid-Cap 400 Value ETF iShares (BlackRock) 0.11% $9.8M $8.6B 2026-11-06
18 FFSM Fidelity Fundamental Small-Mid Cap ETF Nport 0.64% $9.6M — 2026-07-31
19 FBCG Fidelity Blue Chip Growth ETF Nport 0.14% $9.5M — 2026-07-31
20 IVOO Vanguard S&P Mid-Cap 400 ETF Vanguard 0.15% $8.4M — 2026-09-30
21 VONG Vanguard Russell 1000 Growth ETF Vanguard 0.01% $8.0M — 2026-09-30
22 VCR Vanguard Consumer Discretionary ETF Vanguard 0.13% $7.8M — 2026-09-30
23 DFAC Dimensional US Core Equity 2 ETF Dimensional 0.01% $6.4M — 2026-11-05
24 ITOT iShares Core S&P Total U.S. Stock Market ETF iShares (BlackRock) 0.01% $5.6M $93.2B 2026-11-06
25 DUSG Dimensional US Small Cap Growth ETF Dimensional 0.26% $4.9M — 2026-11-05
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.

Trailing P/E
50.47
TTM Diluted EPS
$0.72
TTM Revenue
$1.88B
TTM Net Income
$92.37M
TTM Op. Cash Flow
$365.70M
Quarterly figures (12 quarters)
QuarterPeriod EndRevenueNet IncomeDiluted EPSOp. Cash Flow
Q2 '262026-06-30$550.85M$37.41M$0.28$112.21M
Q1 '262026-03-31$464.41M$16.10M$0.13$84.72M
Q4 '252025-12-31$443.61M$21.37M$0.17$79.64M
Q3 '252025-09-30$423.58M$17.50M$0.14$89.12M
Q2 '252025-06-30$415.81M$25.62M$0.20$89.90M
Q1 '252025-03-31$355.15M$15.35M$0.13$36.88M
Q4 '242024-12-31$342.79M$3.61M$0.02$62.24M
Q3 '242024-09-30$338.21M$12.64M$0.11$83.47M
Q2 '242024-06-30$324.92M$11.94M$0.12$59.54M
Q1 '242024-03-31$275.10M$7.06M$0.08$41.19M
Q4 '232023-12-31$254.12M$-1.40M$-0.02$45.01M
Q3 '232023-09-30$264.51M$4.21M$0.07$49.06M
Q2 2026 • period ending 2026-06-30 • filed 2026-08-06
Valuation

Ratios derived from TTM financials and the current market price, sampled daily. History chart shows how expensive the stock is today relative to its own recent past.

Price Multiples
  • P/E — price / TTM earnings. Rough market rule: 10–15 value, 15–25 market, >30 growth/premium. Negative when earnings are negative.
  • P/B — price / book value. Useful for financials and asset-heavy names; meaningless for asset-light software.
  • P/S — price / TTM revenue. Useful when earnings are negative or noisy (early-stage growth).
  • EV/EBITDA — capital-structure-neutral. <10 cheap, 10–15 reasonable, >20 rich. Good for comparing across leverage profiles.
  • EV/Sales — like P/S but accounts for debt + cash. Compare within sector.
Profitability & Yields
  • ROE — return on equity. >15% strong, >25% exceptional. Caution: high leverage inflates ROE.
  • ROA — return on assets. Leverage-neutral; >5% solid, >10% exceptional.
  • Div Yield — annual dividend / price. Compare to 10Y Treasury; sustained yield >6% often signals distress.
  • FCF Yield — free cash flow / market cap. >5% is attractive; negative means burning cash.
Balance Sheet
  • Debt/Equity — leverage. <1 conservative, >2 aggressive. Sector-dependent (utilities naturally high, tech low).
  • Current Ratio — short-term liquidity. >1.5 comfortable, <1 raises short-term solvency flags.
Reading the history chart
  • Compare current level to the 3-year band: near the high end = relatively expensive; near the low = relatively cheap.
  • Multiples expanding while earnings are flat = sentiment-driven rally.
  • Multiples compressing while earnings grow = value coming from fundamentals.
P/E
50.47
P/B
4.80
P/S
2.49
EV/EBITDA
14.64
EV/Sales
2.45
ROE
9.5%
ROA
2.7%
Div Yield
0.00%
FCF Yield
7.81%
Debt/Equity
0.20
Current Ratio
—
Market Cap
$4.68B
as of 2026-11-09

BROS vs Peers

Related companies, largest first
Company Market cap P/E Revenue growth YTD IV rank
AMZN Amazon.Com Inc $2.80T 21.7 +15.4% +18.6% 31
KO Coca-Cola Company $411.6B 28.2 +7.1% +38.5% 44
SBUX Starbucks Corp $120.2B 63.2 +4.5% +31.0% 21
MNST Monster Beverage Corporation $89.5B 21.9 +18.1% +19.1% 36
OKTA Okta, Inc. Class A Common Stock $29.5B 106.9 +11.2% +113.5% 85
QSR Restaurant Brands International Inc. $27.1B 18.4 +5.5% +14.4% 45
CELH Celsius Holdings, Inc. Common Stock $8.1B 37.3 +49.1% −30.4% 10
BROS Dutch Bros Inc. $4.7B 50.5 +29.6% −41.5% 36
FWRG First Watch Restaurant Group, Inc. Commo $794M 44.5 +15.6% −10.2% 34
Peer median $59.5B 32.8 +13.3% +18.9% 35

P/E uses the latest reported trailing-12-month diluted EPS; "—" means no positive earnings or no data.

Short Interest & Float

Regulatory short-interest reports publish on a bi-weekly settlement cadence; short-volume is reported daily by the trade-reporting facilities. Float is derived from insider-ownership filings.

Metric definitions
  • Short Interest — total shares currently sold short as of the settlement date. Lags real time by ~8 business days.
  • SI % of Float — short interest / free float. The key crowding metric.
  • Days to Cover — short interest / avg daily volume. How many full trading days it would take shorts to buy back. High DTC + catalyst = squeeze fuel.
  • Short Vol Ratio — today's short-sale volume / total volume. Intraday selling pressure proxy (not the same as short interest).
  • Free Float — shares available for public trading (total shares minus insider / restricted).
  • Float % — free float / shares outstanding. <50% = tightly held, more prone to squeezes.
How to read the signals
  • SI % of Float < 5% — typical, no particular signal.
  • 5–15% — elevated; watch for catalysts (earnings, guidance, macro).
  • 15–30% — heavily shorted; tight-float names in this range have produced notable squeezes historically.
  • >30% — extreme; borrow is likely expensive and squeeze risk is material.
  • Days to Cover > 5 combined with high SI% amplifies squeeze potential.
History chart
  • Trend matters more than level. Rapidly rising short interest often precedes negative catalysts or heavy hedging.
  • A sudden drop in SI after a rally may indicate a squeeze in progress.

Short interest is reported mid-month and end-of-month; short volume is daily.

Short Interest
20.25M
SI % of Float
20.27%
Days to Cover
4.79
Short Vol Ratio
35.5%
Free Float
99.91M
Float %
72.4%
Short interest 2026-10-15 • Short volume 2026-11-06 • Float 2026-08-13