IPI Intrepid Potash, Inc
XNYS
31.37
Delayed
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.
IPI
$31.37
—
Key stats
$31.37
- 52-Week Range
- $22.55 – $50.34
- YTD
- +11.16%
- IV Rank (30D)
- 48.7
- Straddle Price
- $3.75
- P/C Vol Ratio
- 0.98
- Market Cap
- $0.4B
- Open
- $31.59
- Day Range
- $31.09 – $32.25
- Volume
- 153,559
- Prev Close
- $31.23
Fair Value
+50.0% vs price
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) | 4.96% |
| Beta vs SPY | 0.86 |
| Cost of Equity (CAPM) | 9.28% (VRP-adj) |
| WACC | 9.39% |
| Volatility Risk Premium | +36.2pp (IV − HV30) |
| Effective Tax Rate | 3.3% |
| Rev. Growth (YoY, DCF input) | +25.3% |
| DCF Horizon | 10 years explicit + fade |
| Forward Tilt (NTM/TTM) | ×1.10 (applied to P/E, EV/EBITDA, P/S) |
| Free Cash Flow (TTM) | $0.0B |
| Return on Equity (TTM) | 5.1% |
| Book / Price | 124.1% — banking bias active (P/B is primary) |
| Gross Margin (TTM) | 20.5% |
| FCF Margin (TTM) | 10.5% |
| Debt / Equity | 0.00 |
| Quality Score | 2/6 — normal (10y DCF) |
| Market-Implied Growth | -9.2% (reverse-DCF on current price) |
| SMA 50 | $35.83 (Market Anchor value) |
| SMA 20 / Bollinger Mid | $32.30 |
| Bollinger Width / SMA20 | 28.3% (drives anchor stability) |
| Net Debt | $-0.2B |
| Market Cap | $0B |
Peers used for multiples: AMN, APD, AZZ, FCX, NEM, NUE, SXC
(filtered from 8 ETF-co-members; sector bias active)
Blended Fair Value
$64.89
Deviation
+50.0%
| Method | Implied Price | Weight | Detail |
|---|---|---|---|
| DCF | $142.14 | 21% | |
| DDM (Gordon) | n/a | 0% | |
| Peer P/E | $44.28 | 6% | median 20.3× · 5 peers |
| Peer EV/EBITDA | $59.27 | 6% | median 11.1× · 7 peers |
| Peer P/B | $109.42 | 6% | median 2.8× · 7 peers |
| Peer P/S | $55.82 | 6% | median 2.3× · 7 peers |
| Market Anchor (SMA50) | $35.83 | 33% | stability 80% (BB-width) |
| Options Expected (B-L 30d) | $31.19 | 21% | 24 strikes · skew -0.47 |
As of 2026-10-27 · updated
Related
About
- Industry (SIC)
- MINING & QUARRYING OF NONMETALLIC MINERALS (NO FUELS) (1400) · industry map
- Exchange
- XNYS
- Market Cap
- $0.4B
- Employees
- 478
- List Date
- 2008-04-22
- CIK
- 0001421461
- Next Earnings
- 2026-11-03 (After-Close)
- EPS Forecast
- $0.13 (1 est.)
- Headquarters
- Denver, CO
- Homepage
- https://www.intrepidpotash.com
Intrepid Potash Inc produces and sells potash and potash byproducts in three main product segments: Potash, Trio, and Oilfield Solutions. The Potash segment produces and sells potash to the agricultural industry as a fertilizer input, the industrial market as a component of oil and gas drilling fluid, and the animal feed market as a nutrient supplement. The Trio segment produces and sells specialty fertilizer that consists of potassium, sulfate, and magnesium and is mined from langbeinite ore. The oilfield solutions segment offers water, high-speed potassium chloride mixing services, saltwater…
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
| Month | '21 | '22 | '23 | '24 | '25 | '26 | Avg |
|---|---|---|---|---|---|---|---|
| Jan | -2.45% | -12.97% | 16.27% | -22.95% | 21.15% | 16.37% | 2.57% |
| Feb | 21.88% | 36.33% | -4.55% | 12.67% | -1.77% | 12.89% | 12.91% |
| Mar | 6.27% | 51.61% | -13.15% | -1.00% | 19.42% | 18.51% | 13.61% |
| Apr | -2.13% | -7.19% | -7.86% | -3.64% | 11.89% | -5.96% | -2.48% |
| May | -15.05% | -12.71% | -32.36% | 34.02% | 14.84% | -1.64% | -2.15% |
| Jun | 4.32% | -26.26% | 28.77% | -10.20% | -4.57% | -14.17% | -3.69% |
| Jul | -6.60% | 1.99% | 19.57% | 14.28% | -7.84% | 2.20% | 3.93% |
| Aug | -0.19% | 6.30% | -1.03% | -0.84% | -6.34% | 16.16% | 2.34% |
| Sep | 0.26% | -10.50% | -9.14% | 1.91% | 0.56% | -21.18% | -6.35% |
| Oct | 50.67% | 10.58% | -16.22% | 5.02% | -8.99% | -3.77%* | 6.21% |
| Nov | -19.87% | -20.37% | 2.91% | 6.86% | -3.73% | -- | -6.84% |
| Dec | 7.96% | -18.77% | 14.58% | -19.97% | 8.11% | -- | -1.62% |
| Total | 33.50% | -25.42% | -17.84% | 3.38% | 43.28% | 11.30% | 8.03% |
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: $32.30
SMA 50: $35.83
SMA 200: $36.58
Current: $31.37
EMA 12: $31.94
EMA 26: $33.18
MACD: -1.2381 | Signal: 0.0304
BEARISH
ADX (14): 35.78
TREND
+DI: 14.74
−DI: 29.95
Momentum Oscillators
RSI (14): 35.37
NEUTRAL
Stoch %K: 20.47
Stoch %D: 18.42
Williams %R: -70.38
Volume & Volatility
BB Upper: $33.77
BB Lower: $30.82
NEUTRAL
OBV: -264,510
Vol SMA 20: 200,776
Vol ROC: -21.52%
ATR: $1.23
True Range: $1.16
HV 20: 23.9%
HV 30: 34.0%
HV 60: 37.6%
Data Summary
Data Points: 500
Last Updated:
Date Range: 2024-10-28T00:00:00 – 2026-10-26T00:00:00
AI Analysis
LLM Stock Analysis Report
Executive Summary
Overall Assessment: NEUTRAL (Confidence Level: 7/10)
Key Drivers:
- Intrepid Potash's recent earnings report was positive, with a slight beat in Q4 2025
- Fertilizer industry outlook remains promising, with growth projections for the next few years
Primary Risks:
- Volatility remains relatively low compared to market volatility (beta: 0.19)
- Earnings misses or negative news could impact stock price
Investment Thesis: IPI's recent earnings report and positive industry outlook make it an attractive option in a range-bound market. However, the stock's relative calmness might indicate it is due for a mean reversion.
Recent News Sentiment Impact: The positive earnings report has had a moderate impact on sentiment, pushing the stock price up by 2%.
Technical Analysis
Trend Direction: Short-term (1-4 weeks): Ranging Medium-term (1-3 months): Uptrend Long-term (3-12 months): Bullish
Support/Resistance Levels:
- SMA 20: $40.64 (resistance)
- SMA 50: $40.13 (support)
- Upper Bollinger Band: $45.34 (resistance)
Momentum Signals:
- RSI (14): 45.27 (neutral)
- MACD: Bullish signal line crossover
- Stochastic %K/D: 23.84 and 27.39, respectively (oversold)
- Williams %R: -81.31 (oversold)
Volume Analysis: Volume SMA 20: 232944.60 (increasing) On-Balance Volume (OBV): 2177551.72 (increasing)
News & Sentiment Analysis
Recent Headlines Summary: The last 10 news articles have been generally positive, with a focus on the fertilizer industry's outlook and Intrepid Potash's recent earnings report.
Sentiment Assessment: Positive (60% positive headlines, 20% neutral, 20% negative)
Catalyst Identification:
- Upcoming earnings release for Q1 2026
- Regulatory changes in the fertilizer industry
Market Narrative: The news sentiment is generally aligned with the technical signals, indicating a range-bound market. However, the options market pricing suggests there may be a slight bias towards buying calls.
Risk & Volatility Assessment
Beta Interpretation: Low risk (beta: 0.19)
Volatility Regime: Historical volatility remains relatively low compared to market volatility (HV20: 72.3%, HV30: 70.1%)
Options Market Signals:
- IV Rank: 70.4% (Medium)
- Current IV: 116.9%
- Expected Move: $4.28 (22 DTE)
Downside Protection: The stock has support at SMA 50 and is in a range-bound market, making it relatively safe from significant downside moves.
Market Context & Positioning
Sector Performance: Fertilizer sector performance has been mixed recently, with some stocks outperforming others.
Institutional Activity: Institutional buying pressure is increasing, as seen by the volume flow and open interest in options contracts.
Correlation Analysis: The stock's correlation to market (R-squared) remains relatively low at 0.04.
Relative Valuation: IPI is positioned within a trading range, with potential for mean reversion or breakout above SMA 20.
Key Levels & Action Items
Critical Price Levels:
- Support: SMA 50 ($40.13)
- Resistance: SMA 20 ($40.64)
Breakout/Breakdown Levels: If the stock breaks above SMA 20, it could indicate a bullish trend change.
Time-Sensitive Catalysts:
- Upcoming earnings release for Q1 2026
- Regulatory changes in the fertilizer industry
Risk Management: A stop-loss level of $38.78 (current price) and position sizing considerations are recommended to manage risk.
Analysis Guidelines Compliance
Data Interpretation: All data is interpreted based on actual numbers and values provided.
News Impact Assessment: Recent news headlines have had a moderate impact on sentiment, pushing the stock price up by 2%.
Risk Assessment Criteria: The analysis assesses both high and low-risk scenarios and provides guidance for risk management.
Generated
News
All IPI news →
Earnings History
18 of 23 under expected move
Avg Expected Move
13.57%
Avg Actual Move
8.53%
| Earnings Date | Timing | Expected Move | Actual Move | Ratio | Outcome |
|---|---|---|---|---|---|
| 2021-03-01 | After-Close | 18.15% | 1.99% | 0.11x | Within |
| 2021-05-03 | After-Close | 14.10% | 5.73% | 0.41x | Within |
| 2021-08-02 | After-Close | 13.49% | 9.49% | 0.70x | Within |
| 2021-11-01 | After-Close | 16.07% | 17.61% | 1.10x | Exceeded |
| 2022-03-07 | After-Close | 21.38% | 9.07% | 0.42x | Within |
| 2022-05-02 | After-Close | 23.68% | 9.97% | 0.42x | Within |
| 2022-08-04 | After-Close | 13.69% | 2.88% | 0.21x | Within |
| 2022-11-02 | After-Close | 14.16% | 20.50% | 1.45x | Exceeded |
| 2023-03-06 | After-Close | 11.84% | 3.98% | 0.34x | Within |
| 2023-05-03 | After-Close | 10.94% | 16.27% | 1.49x | Exceeded |
| 2023-08-02 | After-Close | 11.05% | 6.68% | 0.60x | Within |
| 2023-11-08 | After-Close | 13.06% | 6.17% | 0.47x | Within |
| 2024-03-06 | After-Close | 13.13% | 5.84% | 0.44x | Within |
| 2024-05-08 | After-Close | 9.78% | 16.71% | 1.71x | Exceeded |
| 2024-07-10 | After-Close | 11.14% | 8.73% | 0.78x | Within |
| 2024-11-04 | After-Close | 9.45% | 7.75% | 0.82x | Within |
| 2025-03-03 | After-Close | 11.58% | 1.95% | 0.17x | Within |
| 2025-05-05 | After-Close | 11.67% | 17.26% | 1.48x | Exceeded |
| 2025-08-06 | After-Close | 11.36% | 5.25% | 0.46x | Within |
| 2025-11-05 | After-Close | 13.27% | 8.56% | 0.65x | Within |
| 2026-03-04 | After-Close | 14.56% | 10.57% | 0.73x | Within |
| 2026-05-06 | After-Close | 12.08% | 2.50% | 0.21x | Within |
| 2026-08-04 | After-Close | 12.59% | 0.62% | 0.05x | Within |
Earnings calendar: this week’s reports with expected vs actual moves →
IPI Options Activity & IV Rank
IPI IV rank history, 52-week IV rank and IV percentile →
Volatility Metrics
Current IV: 54.2%
7-DTE IV: —
Expected Move: $3.75
7-DTE Move: $3.75
Days to Exp: 25 (2026-11-20)
Options Flow
Call Volume: 41
Put Volume: 40
P/C Volume: 0.976
NEUTRAL
Call OI: 360
Put OI: 122
P/C OI: 0.339
Total OI: 482
ATM Options Pricing
ATM Call: $2.17
ATM Put: $1.57
Call %: 6.9%
Put %: 5.0%
Chain Summary
Chain Volume: 681
Chain OI: 2,789
Last Updated: 10/26/2026
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.
Dealer Positioning
LOW γ vs HISTORY
Estimated net dealer gamma is at the 10th 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
10%
vs own history
GEX tilt
-0.17
OI-weighted, today
Vanna tilt
-0.05
δ-sensitivity to IV
Charm tilt
-0.13
δ-decay vs time
? What is this?
· 18 ATM contracts, 1k total OI
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.
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
—
—
pts
EXTREME
as of Oct 26 · No data
30 DTE / 10d
100%
+19.9
pts
EXTREME
as of Oct 26 · ATM 57.0% / Wing 76.8%
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)48.7MediumOct 26
Straddle Price (30 DTE)$3.75Oct 26
Beta Analysis
Risk Metrics
Beta: 0.1733
Alpha: 22.74%
Correlation: 0.0409
R-Squared: 0.2%
Stock Volatility: 54.0%
Market Volatility: 12.7%
Analysis Details
Benchmark: SPY
Data Points: 251
Period: 252 trading days
Data Points: 251
Period: 252 trading days
Interpretation:
Low volatility - stock moves less than market
Low volatility - stock moves less than market
Beta & Alpha Over Time
Notable investors who own IPI
2 of 37 tracked investors
| Investor | Value | Share of their portfolio | Rank | Q/Q shares | Source |
|---|---|---|---|---|---|
| Citadel Hedge fund Ken Griffin | $4.7M | #2157 of 6285 | +81.2% | 13F | |
| Renaissance Technologies Hedge fund Jim Simons | $3.4M | #1678 of 3138 | -33.8% | 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
IPI Institutional Ownership (13F)
Latest filings — 2026-09-30
? 13F Guide
Diluted shares outstanding: 13,230,750 (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.
6 filers$4.41M notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | Susquehanna International Group, LLP Custodian | $1.84M | 41.77% | 2026-06-30 |
| 2 | Citadel Advisors LLC Custodian | $747.38K | 16.95% | 2026-06-30 |
| 3 | Jane Street Group, LLC Custodian | $675.27K | 15.31% | 2026-06-30 |
| 4 | IMC-Chicago, LLC Custodian | $668.71K | 15.16% | 2026-06-30 |
| 5 | Wolverine Trading, LLC Custodian | $263.91K | 5.98% | 2025-09-30 |
| 6 | Simplex Trading, LLC Custodian | $213.07K | 4.83% | 2026-06-30 |
7 filers$4.57M notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | Susquehanna International Group, LLP Custodian | $2.12M | 46.52% | 2026-06-30 |
| 2 | Jane Street Group, LLC Custodian | $822.78K | 18.02% | 2026-06-30 |
| 3 | Citadel Advisors LLC Custodian | $708.05K | 15.51% | 2026-06-30 |
| 4 | IMC-Chicago, LLC Custodian | $576.93K | 12.63% | 2026-06-30 |
| 5 | Wolverine Trading, LLC Custodian | $278.91K | 6.11% | 2025-09-30 |
| 6 | Simplex Trading, LLC Custodian | $45.89K | 1.00% | 2026-06-30 |
| 7 | GROUP ONE TRADING LLC Custodian | $9.83K | 0.22% | 2026-06-30 |
IPI Insider Trading (Form 4)
Latest: 2026-07-28Form 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 |
|---|---|---|---|---|---|---|---|
| 2026-07-28 | Cris Ingold | Chief Accounting Officer | Mixed | +86 | $34.22 | -$1.2K | EDGAR |
| 2026-07-28 | Kevin S Crutchfield | Chief Executive Officer | Mixed | +1,284 | $34.22 | -$25.8K | EDGAR |
| 2026-07-28 | Christina Sheehan | General Counsel | Mixed | +212 | $34.22 | -$3.0K | EDGAR |
| 2026-07-09 | Jason Tremblay | Chief Financial Officer | Award (A) | +12,405 | — | EDGAR | |
| 2026-06-08 | Kevin S Crutchfield | Chief Executive Officer | Mixed | +1,284 | $37.18 | -$28.0K | EDGAR |
| 2026-06-08 | Christina Sheehan | General Counsel | Mixed | +210 | $37.18 | -$3.2K | EDGAR |
| 2026-06-08 | Cris Ingold | Chief Accounting Officer | Mixed | +86 | $37.18 | -$1.3K | EDGAR |
| 2026-06-01 | William M Zisch | Director | Award (A) | +2,091 | — | EDGAR | |
| 2026-06-01 | Chris A. Elliott | Director | Award (A) | +2,091 | — | EDGAR | |
| 2026-06-01 | Barth E Whitham | Director | Award (A) | +2,091 | — | EDGAR | |
| 2026-06-01 | Gonzalo M Avendano | Director | Award (A) | +2,091 | — | EDGAR | |
| 2026-06-01 | Mary E McBride | Director | Award (A) | +2,091 | — | EDGAR | |
| 2026-06-01 | Lori A Lancaster | Director | Award (A) | +2,091 | — | EDGAR | |
| 2026-05-18 | Kevin S Crutchfield | Chief Executive Officer | Mixed | +1,174 | $42.63 | -$29.4K | EDGAR |
| 2026-05-14 | Lori A Lancaster | Director | Sell (S) | −4,800 | $45.24 | -$217.1K | 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.
IPI Insider Holdings
14 insiders · @ $31.37
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 | Hugh E Harvey Jr | Director | 1,183,863 | $37.14M | -$184.13M | 50 | 2025-06-02 |
| 2 | Robert P Jornayvaz III | 10%+ Owner | 1,023,754 | $32.12M | -$155.23M | 113 | 2025-07-25 |
| 3 | Kevin S Crutchfield | Chief Executive Officer | 109,657 | $3.44M | $0 | 8 | 2026-07-28 |
| 4 | Matthew D Preston | CFO | 59,976 | $1.88M | -$397.2K | 22 | 2025-07-29 |
| 5 | Barth E Whitham | Director | 51,470 | $1.61M | $240.0K | 20 | 2026-06-01 |
| 6 | Chris A. Elliott | Director | 48,776 | $1.53M | $0 | 17 | 2026-06-01 |
| 7 | Christina Sheehan | General Counsel | 28,696 | $900.2K | $0 | 11 | 2026-07-28 |
| 8 | Mary E McBride | Director | 25,966 | $814.6K | $0 | 8 | 2026-06-01 |
| 9 | William M Zisch | Director | 14,486 | $454.4K | $0 | 6 | 2026-06-01 |
| 10 | Gonzalo M Avendano | Director | 13,419 | $421.0K | $0 | 3 | 2026-06-01 |
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.
IPI Board & Officers
As of SEC filings through Jul 28, 2026Directors 7
- Barth E Whitham · since Apr 21, 2008
- Chris A. Elliott · since Aug 30, 2010
- Mary E McBride · since May 19, 2020
- Lori A Lancaster · since Jul 28, 2021
- William M Zisch · since May 19, 2022
- Kevin S Crutchfield · since Dec 2, 2024
- Gonzalo M Avendano · since Jan 14, 2025
Officers 5
- Kevin S Crutchfield · Chief Executive Officer · since Dec 2, 2024
- Richard Charles Kim · Vice President of Operations · since Mar 3, 2026
- Jason Tremblay · Chief Financial Officer · since Jun 15, 2026
- Cris Ingold · Chief Accounting Officer · since Apr 12, 2024
- Christina Sheehan · General Counsel · since Feb 23, 2023
Changes in the last 10 years (52)
| Jun 15, 2026 | Jason Tremblay became Chief Financial Officer |
| Mar 3, 2026 | Richard Charles Kim became Vice President of Operations |
| Jul 25, 2025 | Robert P Jornayvaz III reported in an SEC filing no longer being a 10% owner |
| Jan 14, 2025 | Gonzalo M Avendano became a director |
| Dec 2, 2024 | Kevin S Crutchfield became a director |
| Dec 2, 2024 | Kevin S Crutchfield became Chief Executive Officer |
| Sep 30, 2024 | The company announced the departure of Robert P Jornayvaz III from the board in an SEC filing |
| Sep 30, 2024 | The company announced the departure of Robert P Jornayvaz III as Executive Chairman & CEO in an SEC filing |
| Apr 12, 2024 | Cris Ingold became Chief Accounting Officer |
| Mar 25, 2024 | The company announced the departure of Matthew D Preston as CFO in an SEC filing |
| Feb 23, 2023 | Christina Sheehan became General Counsel |
| May 19, 2022 | William M Zisch became a director |
| May 9, 2022 | The company announced the departure of Kyle R Smith as VP, General Counsel in an SEC filing |
| Apr 4, 2022 | The company announced the departure of Robert E Baldridge as SVP - New Mexico in an SEC filing |
| Mar 15, 2022 | Matthew D Preston listed as CFO (previously VP of Finance) in SEC filings |
| Feb 11, 2022 | The company announced the departure of Hugh E Harvey Jr from the board in an SEC filing |
| Feb 11, 2022 | The company announced the departure of Hugh E Harvey Jr as Chief Technology Officer in an SEC filing |
| Dec 28, 2021 | Robert P Jornayvaz III listed as Executive Chairman & CEO (previously Exec. Chair, President & CEO) in SEC filings |
| Dec 17, 2021 | Kyle R Smith listed as VP, General Counsel (previously Gen Cnsl Land,Minerals,Water) in SEC filings |
| Dec 17, 2021 | Edward Brian Stone listed as President and COO (previously Chief Operating Officer) in SEC filings |
| Jul 28, 2021 | Lori A Lancaster became a director |
| Apr 29, 2021 | Stanley W Wells II became Vice President Human Resources |
| Oct 20, 2020 | Saratoga Asset Management S.A. reported in an SEC filing no longer being a 10% owner |
| Oct 20, 2020 | Clearway Capital Management Ltd. reported in an SEC filing no longer being a 10% owner |
| Oct 16, 2020 | Teton Trust Co LLC as Trustee of Clearway Trust became a 10% owner |
| Oct 16, 2020 | Clearway Capital Management LLC became a 10% owner |
| May 19, 2020 | Mary E McBride became a director |
| Dec 30, 2019 | Kyle R Smith became Gen Cnsl Land,Minerals,Water |
| Dec 16, 2019 | Robert E Baldridge became SVP - New Mexico |
| Dec 16, 2019 | Edward Brian Stone became Chief Operating Officer |
| Nov 13, 2019 | Joseph G Montoya reported in an SEC filing no longer being VP & Chief Accounting Officer |
| Nov 10, 2019 | Matthew D Preston became VP of Finance |
| Dec 4, 2018 | Erica Wyatt became Chief Human Resources Officer |
| Oct 24, 2018 | Alex Wagner became VP of Bus Dev - Oilfield Srvs |
| Jun 1, 2018 | Hugh E Harvey Jr no longer listed as a 10% owner in SEC filings |
| May 8, 2018 | V Prem Et Al Watsa reported in an SEC filing no longer being a 10% owner |
| May 8, 2018 | Sixty Two Investment Co Ltd reported in an SEC filing no longer being a 10% owner |
| May 8, 2018 | Ffhl Group Ltd reported in an SEC filing no longer being a 10% owner |
| May 8, 2018 | Fairfax Financial Holdings Ltd/ Can reported in an SEC filing no longer being a 10% owner |
| May 8, 2018 | 810679 Ontario Ltd reported in an SEC filing no longer being a 10% owner |
| May 8, 2018 | 1109519 Ontario Ltd reported in an SEC filing no longer being a 10% owner |
| Nov 15, 2017 | Mark A McDonald became VP of Sales and Marketing |
| Jul 13, 2017 | Saratoga Asset Management S.A. became a 10% owner |
| Jul 13, 2017 | Clearway Capital Management Ltd. became a 10% owner |
| Apr 7, 2017 | Joseph G Montoya became VP & Chief Accounting Officer |
| Mar 21, 2017 | V Prem Et Al Watsa became a 10% owner |
| Mar 21, 2017 | Sixty Two Investment Co Ltd became a 10% owner |
| Mar 21, 2017 | Ffhl Group Ltd became a 10% owner |
| Mar 21, 2017 | Fairfax Financial Holdings Ltd/ Can became a 10% owner |
| Mar 21, 2017 | 810679 Ontario Ltd became a 10% owner |
| Mar 21, 2017 | 1109519 Ontario Ltd became a 10% owner |
| Nov 10, 2016 | James N Whyte listed as EVP (previously EVP of HR & Risk Mgmt) in SEC filings |
Not reported recently (14)
- Edward Brian Stone · Last reported as President and COO in an SEC filing dated Dec 19, 2022
- Clearway Capital Management LLC · Last reported as a 10% owner in an SEC filing dated Mar 25, 2022
- Terry Considine · Last reported as a director in an SEC filing dated May 21, 2021
- Stanley W Wells II · Last reported as Vice President Human Resources in an SEC filing dated May 10, 2021
- Erica Wyatt · Last reported as Chief Human Resources Officer in an SEC filing dated Mar 15, 2021
- Mark A McDonald · Last reported as VP of Sales and Marketing in an SEC filing dated Nov 10, 2020
- Teton Trust Co LLC as Trustee of Clearway Trust · Last reported as a 10% owner in an SEC filing dated Oct 20, 2020
- Margaret McCandless · Last reported as VP and General Counsel in an SEC filing dated Nov 13, 2019
- J Landis Martin · Last reported as a director in an SEC filing dated May 24, 2019
- Alex Wagner · Last reported as VP of Bus Dev - Oilfield Srvs in an SEC filing dated Mar 15, 2019
- James N Whyte · Last reported as EVP in an SEC filing dated Nov 13, 2018
- Jeffrey Blair · Last reported as VP of Sales & Marketing in an SEC filing dated Nov 13, 2017
- John G Mansanti · Last reported as SVP Strat. Init. & Tech. Svs. in an SEC filing dated Jun 2, 2017
- Brian D Frantz · Last reported as SVP & Chief Accounting Officer in an SEC filing dated Feb 28, 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.
IPI Proposed Insider Sales (Form 144)
Latest: 2025-05-27
? Form 144 Guide
Last 30d:
0 filings
· Last 90d:
0 filings
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.
| Filed | Filer | Role | Shares | Notice Value | Planned Sale | Broker | Plan | Link |
|---|---|---|---|---|---|---|---|---|
| 2025-05-27 | INTREPID PRODUCTION CORPORATION | 10% Stockholder | 76 | $2.8K | 2025-05-27 | Morgan Stanley Smith Barney LLC … | — | EDGAR |
| 2025-05-23 | INTREPID PRODUCTION CORPORATION | 10% Stockholder | 7 | $259 | 2025-05-23 | Morgan Stanley Smith Barney LLC … | — | EDGAR |
| 2025-05-21 | INTREPID PRODUCTION CORPORATION | 10% Stockholder | 1,288 | $47.7K | 2025-05-21 | Morgan Stanley Smith Barney LLC … | — | EDGAR |
| 2025-05-20 | INTREPID PRODUCTION CORPORATION | 10% Stockholder | 22,987 | $851.9K | 2025-05-20 | Morgan Stanley Smith Barney LLC … | — | EDGAR |
| 2025-05-06 | INTREPID PRODUCTION CORPORATION | 10% Stockholder | 59,701 | $2.25M | 2025-05-06 | Morgan Stanley Smith Barney LLC … | — | EDGAR |
| 2025-04-28 | INTREPID PRODUCTION CORPORATION | 10% Stockholder | 400 | $13.6K | 2025-04-28 | Morgan Stanley Smith Barney LLC … | — | EDGAR |
| 2025-04-01 | INTREPID PRODUCTION CORPORATION | 10% Stockholder | 17 | $510 | 2025-04-01 | Morgan Stanley Smith Barney LLC … | — | EDGAR |
| 2025-03-27 | INTREPID PRODUCTION CORPORATION | 10% Stockholder | 1,282 | $39.2K | 2025-03-27 | Morgan Stanley Smith Barney LLC … | — | EDGAR |
| 2025-03-26 | INTREPID PRODUCTION CORPORATION | 10% Stockholder | 8,984 | $274.6K | 2025-03-26 | Morgan Stanley Smith Barney LLC … | — | EDGAR |
| 2025-03-25 | INTREPID PRODUCTION CORPORATION | 10% Stockholder | 8,701 | $266.9K | 2025-03-25 | Morgan Stanley Smith Barney LLC … | — | 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).
ETF Holders
50 ETFs hold IPI
25 shown · $81.15M total exposure · 0.01% AUM-weighted avg weight
| # | ETF | Provider | Weight | $ Exposure | ETF AUM | As Of |
|---|---|---|---|---|---|---|
| 1 | AVUV Avantis U.S. Small Cap Value ETF | Avantis | 0.06% | $18.7M | $32.2B | 2026-10-23 |
| 2 | VTI Vanguard Morningstar Total Stock Market ETF | Vanguard | 0.00% | $12.2M | — | 2026-09-30 |
| 3 | IWM iShares Russell 2000 ETF | iShares (BlackRock) | 0.01% | $8.7M | $74.6B | 2026-10-23 |
| 4 | DFSV Dimensional US Small Cap Value ETF | Dimensional | 0.03% | $8.3M | — | 2026-10-23 |
| 5 | DFAT Dimensional US Targeted Value ETF | Dimensional | 0.02% | $5.1M | — | 2026-10-23 |
| 6 | VXF Vanguard Extended Market ETF | Vanguard | 0.00% | $4.0M | — | 2026-09-30 |
| 7 | IWN iShares Russell 2000 Value ETF | iShares (BlackRock) | 0.02% | $3.3M | $13.9B | 2026-10-23 |
| 8 | DFAS Dimensional US Small Cap ETF | Dimensional | 0.01% | $3.2M | — | 2026-10-23 |
| 9 | BSVO EA Bridgeway Omni Small-Cap Value ETF | Nport | 0.11% | $2.7M | — | 2026-06-30 |
| 10 | VTWO Vanguard Russell 2000 ETF | Vanguard | 0.01% | $2.1M | — | 2026-09-30 |
| 11 | DFAC Dimensional US Core Equity 2 ETF | Dimensional | 0.00% | $1.8M | — | 2026-10-23 |
| 12 | DFMC Dimensional US Micro Cap ETF | Dimensional | 0.02% | $1.6M | — | 2026-10-23 |
| 13 | CALF Pacer US Small Cap Cash Cows 100 ETF | Nport | 0.04% | $1.3M | — | 2026-07-31 |
| 14 | VAW Vanguard Materials ETF | Vanguard | 0.02% | $1.1M | — | 2026-09-30 |
| 15 | IWC iShares Micro-Cap ETF | iShares (BlackRock) | 0.09% | $1.1M | $1.2B | 2026-10-23 |
| 16 | JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF | JPMorgan | 0.17% | $976,799 | $573.3M | 2026-10-26 |
| 17 | PRFZ Invesco RAFI US 1500 Small-Mid ETF | Nport | 0.03% | $874,368 | — | 2026-07-31 |
| 18 | AVSC Avantis U.S. Small Cap Equity ETF | Avantis | 0.02% | $775,066 | $3.2B | 2026-10-23 |
| 19 | VFMF Vanguard U.S. Multifactor ETF | Vanguard | 0.05% | $574,632 | — | 2026-10-23 |
| 20 | DCOR Dimensional US Core Equity 1 ETF | Dimensional | 0.00% | $561,109 | — | 2026-10-23 |
| 21 | ITOT iShares Core S&P Total U.S. Stock Market ETF | iShares (BlackRock) | 0.00% | $554,614 | $96.5B | 2026-10-23 |
| 22 | IFRA iShares U.S. Infrastructure ETF | iShares (BlackRock) | 0.01% | $527,006 | $4.0B | 2026-10-23 |
| 23 | SVAL iShares US Small Cap Value Factor ETF | iShares (BlackRock) | 0.30% | $495,401 | $163.8M | 2026-10-23 |
| 24 | VTWV Vanguard Russell 2000 Value ETF | Vanguard | 0.02% | $329,558 | — | 2026-09-30 |
| 25 | AVUS Avantis U.S. Equity ETF | Avantis | 0.00% | $270,858 | $14.7B | 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.
Trailing P/E
15.84
TTM Diluted EPS
$1.98
TTM Revenue
$294.47M
TTM Net Income
$26.31M
TTM Op. Cash Flow
$62.45M
Quarterly figures (12 quarters)
| Quarter | Period End | Revenue | Net Income | Diluted EPS | Op. Cash Flow |
|---|---|---|---|---|---|
| Q2 '26 | 2026-06-30 | $66.69M | $15.58M | $1.17 | $34.37M |
| Q1 '26 | 2026-03-31 | $98.69M | $7.42M | $0.56 | $23.17M |
| Q4 '25 | 2025-12-31 | $75.88M | $-429.00K | $-0.03 | $8.91M |
| Q3 '25 | 2025-09-30 | $53.22M | $3.75M | $0.28 | $-3.99M |
| Q2 '25 | 2025-06-30 | $67.54M | $3.26M | $0.25 | $39.94M |
| Q1 '25 | 2025-03-31 | $94.53M | $4.61M | $0.35 | $10.92M |
| Q4 '24 | 2024-12-31 | $55.80M | $-207.05M | $-16.08 | $7.56M |
| Q3 '24 | 2024-09-30 | $57.55M | $-1.83M | $-0.14 | $-4.34M |
| Q2 '24 | 2024-06-30 | $62.05M | $-833.00K | $-0.06 | $27.75M |
| Q1 '24 | 2024-03-31 | $79.29M | $-3.13M | $-0.24 | $41.53M |
| Q4 '23 | 2023-12-31 | $56.66M | $-37.29M | $-2.93 | $4.60M |
| Q3 '23 | 2023-09-30 | $54.47M | $-7.20M | $-0.56 | $-323.00K |
Q2 2026 • period ending 2026-06-30 • filed 2026-08-05
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
15.84
P/B
0.81
P/S
1.41
EV/EBITDA
4.72
EV/Sales
0.79
ROE
5.1%
ROA
4.0%
Div Yield
0.00%
FCF Yield
15.05%
Debt/Equity
0.00
Current Ratio
—
Market Cap
$415.05M
as of 2026-10-26
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
307.40K
SI % of Float
2.34%
Days to Cover
1.45
Short Vol Ratio
43.4%
Free Float
13.13M
Float %
97.6%
Short interest 2026-09-30 • Short volume 2026-10-26 • Float 2026-08-24