LOCO El Pollo Loco Holdings, Inc.
XNAS
15.04
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.
LOCO
$15.04
—
Key stats
$15.04
- 52-Week Range
- $8.98 – $17.40
- YTD
- +45.74%
- IV Rank (30D)
- 33.59
- Straddle Price
- $1.45
- P/C Vol Ratio
- 1.67
- Market Cap
- $0.5B
- Open
- $15.04
- Day Range
- $14.87 – $15.23
- Volume
- 276,168
- Prev Close
- $15.06
Fair Value
MODEL: NEUTRAL
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) | 5.15% |
| Beta vs SPY | 0.77 |
| Cost of Equity (CAPM) | 8.99% (VRP-adj) |
| WACC | 8.63% |
| Volatility Risk Premium | +73.1pp (IV − HV30) |
| Effective Tax Rate | 29.3% |
| Rev. Growth (YoY, DCF input) | +0.3% |
| DCF Horizon | 10 years explicit + fade |
| Forward Tilt (NTM/TTM) | ×1.00 (applied to P/E, EV/EBITDA, P/S) |
| Free Cash Flow (TTM) | $0.0B |
| Return on Equity (TTM) | 11.0% |
| Book / Price | 68.2% — banking bias active (P/B is primary) |
| Gross Margin (TTM) | 87.0% |
| FCF Margin (TTM) | 8.3% |
| Debt / Equity | 0.15 |
| Quality Score | 3/6 — normal (10y DCF) |
| Market-Implied Growth | -3.3% (reverse-DCF on current price) |
| SMA 50 | $15.06 (Market Anchor value) |
| SMA 20 / Bollinger Mid | $14.97 |
| Bollinger Width / SMA20 | 134.8% (drives anchor stability) |
| Net Debt | $0.0B |
| Market Cap | $0B |
Peers used for multiples: APOG, HRTG, PAHC, QNST, REPX, RIGL, SMP
(filtered from 8 ETF-co-members; sector bias active)
60-Day Conviction
23%
20-Day Fair Value
≈ by Nov 20, 2026
$15.14
α +0.6%
rank 43%
conviction
42%
40-Day Fair Value
≈ by Dec 21, 2026
$15.15
α +0.7%
rank 46%
conviction
22%
60-Day Fair Value
≈ by Jan 19, 2027
$15.13
α +0.6%
rank 39%
conviction
23%
| Method | Implied Price | Weight | Detail |
|---|---|---|---|
| DCF | $18.96 | 35% | |
| DDM (Gordon) | n/a | 0% | |
| Peer P/E | $11.51 | 11% | median 11.7× · 7 peers |
| Peer EV/EBITDA | $14.99 | 11% | median 7.8× · 7 peers |
| Peer P/B | $19.93 | 11% | median 1.9× · 7 peers |
| Peer P/S | $17.61 | 11% | median 1.0× · 7 peers |
| Market Anchor (SMA50) | $15.06 | 0% | stability 0% (BB-width) |
| Options Expected (B-L 30d) | $15.85 | 23% | 13 strikes · skew +0.55 |
As of 2026-10-22 · updated
Related
About
- Industry (SIC)
- RETAIL-EATING PLACES (5812) · industry map
- Exchange
- XNAS
- Market Cap
- $0.5B
- Employees
- 4,034
- List Date
- 2014-07-25
- CIK
- 0001606366
- Next Earnings
- 2026-11-05 (After-Close)
- EPS Forecast
- $0.24 (3 est.)
- Headquarters
- Costa Mesa, CA
- Homepage
- https://www.elpolloloco.com
El Pollo Loco Holdings Inc operates and franchises hundreds of fast-casual chicken restaurants in the United States. It specializes in fire-grilling citrus-marinated chicken and operates in the limited service restaurant market segment. Its offerings include Mexican-inspired menu items, including burritos, tostadas, bowls, salads, and bone-in chicken meals in various portion sizes. It also offers citrus-marinated fire-grilled chicken, along with a range of salsas and dressings that allow customers to customize their meals. The company operates in one operating segment. The majority of the comp…
Summary
—
composite
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No summary data available for this symbol yet.
Each spoke is this symbol's rank within its sector (0–100; the dotted ring marks the sector median at 50). Higher is more constructive for a long. One spoke — News sentiment — is an absolute reading, not a sector rank. Grayed spokes have no data. A fuller shape is a summary, not a recommendation.
Chart
Seasonality
| Month | '21 | '22 | '23 | '24 | '25 | '26 | Avg |
|---|---|---|---|---|---|---|---|
| Jan | 11.75% | -7.94% | 25.59% | 5.23% | 4.03% | -1.84% | 6.14% |
| Feb | -11.23% | -1.12% | -2.05% | -4.83% | -6.43% | 6.76% | -3.15% |
| Mar | -15.56% | -9.85% | -20.22% | 6.22% | -5.76% | 24.86% | -3.38% |
| Apr | 3.55% | -8.03% | -0.32% | -11.25% | -10.27% | -2.59% | -4.82% |
| May | -0.65% | -3.45% | -8.78% | 26.54% | 11.35% | 13.77% | 6.46% |
| Jun | 6.77% | -3.91% | -5.50% | 4.14% | 5.76% | 14.98% | 3.71% |
| Jul | 0.87% | -1.92% | 18.60% | 9.24% | -9.25% | -4.58% | 2.16% |
| Aug | -0.06% | -7.93% | -7.94% | 16.67% | 1.72% | -7.73% | -0.88% |
| Sep | -7.24% | -1.98% | -6.67% | 1.56% | -8.32% | -4.27% | -4.49% |
| Oct | -13.53% | 14.09% | -7.53% | -10.54% | 8.26% | 5.99%* | -0.54% |
| Nov | -15.75% | 9.33% | -2.81% | 6.35% | 5.92% | -- | 0.61% |
| Dec | 16.41% | -7.86% | 2.56% | -8.77% | -3.86% | -- | -0.30% |
| Total | -27.03% | -28.77% | -20.79% | 39.77% | -9.56% | 48.95% | 0.43% |
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: $15.01
SMA 50: $15.06
SMA 200: $13.98
Current: $15.04
EMA 12: $15.38
EMA 26: $15.17
MACD: 0.2032 | Signal: 0.0322
BULLISH
ADX (14): 23.71
WEAK TREND
+DI: 27.60
−DI: 27.05
Momentum Oscillators
RSI (14): 47.87
NEUTRAL
Stoch %K: 48.20
Stoch %D: 61.93
Williams %R: -60.88
Volume & Volatility
BB Upper: $16.48
BB Lower: $13.54
NEUTRAL
OBV: 4,741,782
Vol SMA 20: 257,265
Vol ROC: 52.11%
ATR: $0.44
True Range: $0.36
HV 20: 30.2%
HV 30: 30.1%
HV 60: 32.8%
Data Summary
Data Points: 500
Last Updated:
Date Range: 2024-10-24T00:00:00 – 2026-10-22T00:00:00
AI Analysis
LLM Stock Analysis Report: LOCO
Executive Summary
Overall Assessment: NEUTRAL (Confidence Level: 6/10)
Key Drivers: Recent earnings announcements, options market sentiment, and institutional ownership trends.
Primary Risks: Volatility regime shift, potential earnings miss, and regulatory issues affecting the chicken chain industry.
Investment Thesis: LOCO's recent earnings history suggests a stable company with manageable expenses. Options market sentiment indicates moderate bullishness, while institutional ownership remains high. However, the stock's volatility is relatively low compared to the broader market, which may indicate a lack of catalysts driving significant price movements in the near term.
Recent News Sentiment Impact: The recent news headlines have been neutral, with no significant events or announcements that could impact the stock's price movement.
Technical Analysis
Trend Direction:
- Short-term (1-4 weeks): Neutral
- Medium-term (1-3 months): Bullish
- Long-term (3-12 months): Bearish
Support/Resistance Levels: SMA 20 ($10.59) and SMA 50 ($10.81) serve as key resistance levels, while the SMA 200 ($10.43) serves as support.
Momentum Signals:
- RSI interpretation: Neutral (54.08), indicating no clear buy or sell signal.
- MACD signal: Bearish (0.00 / Signal: 0.03 / Histogram: -0.03), suggesting a potential short-term downtrend.
- Bollinger Bands position: Neutral, with the stock trading near the middle band.
Volume Analysis: On-Balance Volume (OBV) shows a decline in buying pressure, while the volume rate of change indicates a decrease in trading activity.
News & Sentiment Analysis
Recent Headlines Summary: The recent news headlines have been neutral, with no significant events or announcements that could impact the stock's price movement.
Sentiment Assessment: Neutral (4/10), as there is no clear direction or sentiment driving the stock's price movement.
Catalyst Identification: Upcoming earnings announcement and potential regulatory changes affecting the chicken chain industry.
Market Narrative: The neutral market narrative suggests a lack of significant catalysts driving price movements in the near term, which may contribute to LOCO's relatively low volatility compared to the broader market.
Risk & Volatility Assessment
Beta Interpretation: Low (0.50), indicating that the stock moves less than the broader market.
Volatility Regime: Moderate (0.37), suggesting a stable regime with no significant price movements in the near term.
Options Market Signals:
- IV rank: Medium (42.1%), indicating historically average volatility.
- Put/Call volume ratio: Bullish (0.02), suggesting a strong buy sentiment.
Downside Protection: Support levels are provided by SMA 200 ($10.43) and the lower Bollinger Band ($10.10).
Market Context & Positioning
Sector Performance: LOCO is trading within its sector's range, with no significant outperformance or underperformance.
Institutional Activity: High institutional ownership (67%) suggests a lack of significant selling pressure.
Correlation Analysis: Low correlation (0.27) indicates that the stock moves relatively independently of the broader market.
Relative Valuation: LOCO is trading within its historical range, suggesting no clear value or growth thesis at this time.
Key Levels & Action Items
Critical Price Levels: SMA 20 ($10.59), SMA 50 ($10.81), and SMA 200 ($10.43) serve as key support/resistance levels.
Breakout/Breakdown Levels: Any significant price movement above $11.08 or below $10.10 could trigger a trend change.
Time-Sensitive Catalysts: Upcoming earnings announcement on March 12, 2026, and potential regulatory changes affecting the chicken chain industry.
Risk Management: Stop-loss levels should be set near SMA 200 ($10.43) to protect against potential losses, with position sizing considerations based on options market sentiment.
Please note that this analysis is not a buy or sell recommendation but rather an objective assessment of the stock's technical and fundamental signals.
Generated
News
All LOCO news →
El Pollo Loco will open its first New York City restaurant next year in Queens as it aims to become a national chicken chain.
Earnings History
18 of 23 under expected move
Avg Expected Move
10.21%
Avg Actual Move
5.71%
| Earnings Date | Timing | Expected Move | Actual Move | Ratio | Outcome |
|---|---|---|---|---|---|
| 2021-01-12 | After-Close | 2.28% | 7.20% | 3.16x | Exceeded |
| 2021-03-11 | After-Close | 12.24% | 1.99% | 0.16x | Within |
| 2021-05-06 | After-Close | 15.33% | 4.23% | 0.28x | Within |
| 2021-08-05 | After-Close | 9.88% | 0.93% | 0.09x | Within |
| 2021-11-04 | After-Close | 9.73% | 3.33% | 0.34x | Within |
| 2022-03-10 | After-Close | 11.14% | 10.51% | 0.94x | Within |
| 2022-05-04 | After-Close | 9.90% | 1.53% | 0.15x | Within |
| 2022-08-04 | After-Close | 9.46% | 7.17% | 0.76x | Within |
| 2022-11-03 | After-Close | 6.73% | 11.63% | 1.73x | Exceeded |
| 2023-03-09 | After-Close | 8.09% | 7.92% | 0.98x | Within |
| 2023-05-04 | After-Close | 9.56% | 1.84% | 0.19x | Within |
| 2023-08-03 | After-Close | 8.43% | 3.08% | 0.37x | Within |
| 2023-11-02 | After-Close | 12.40% | 0.80% | 0.06x | Within |
| 2024-03-07 | After-Close | 8.06% | 3.97% | 0.49x | Within |
| 2024-05-02 | After-Close | 9.65% | 16.40% | 1.70x | Exceeded |
| 2024-08-01 | After-Close | 9.47% | 0.67% | 0.07x | Within |
| 2024-10-31 | After-Close | 10.64% | 2.13% | 0.20x | Within |
| 2025-05-01 | After-Close | 12.99% | 3.71% | 0.29x | Within |
| 2025-07-31 | After-Close | 11.65% | 1.46% | 0.13x | Within |
| 2025-10-30 | After-Close | 8.00% | 12.80% | 1.60x | Exceeded |
| 2026-03-12 | After-Close | 9.65% | 16.91% | 1.75x | Exceeded |
| 2026-05-07 | After-Close | 16.65% | 3.63% | 0.22x | Within |
| 2026-08-06 | After-Close | 12.98% | 7.39% | 0.57x | Within |
Earnings calendar: this week’s reports with expected vs actual moves →
LOCO Options Activity & IV Rank
LOCO IV rank history, 52-week IV rank and IV percentile →
Volatility Metrics
Current IV: 42.9%
7-DTE IV: —
Expected Move: $1.45
7-DTE Move: $1.45
Days to Exp: 29 (2026-11-20)
Options Flow
Call Volume: 9
Put Volume: 15
P/C Volume: 1.667
BEARISH
Call OI: 91
Put OI: 15
P/C OI: 0.165
Total OI: 106
ATM Options Pricing
ATM Call: $0.82
ATM Put: $0.62
Call %: 5.5%
Put %: 4.2%
Chain Summary
Chain Volume: 290
Chain OI: 403
Last Updated: 10/22/2026
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
TYPICAL γ
Estimated net dealer gamma is at the 44th percentile of this name's own daily history, within its typical range. This describes current positioning; it is not a forecast or a trading signal.
Gamma percentile
44%
vs own history
GEX tilt
+0.39
OI-weighted, today
Vanna tilt
+0.35
δ-sensitivity to IV
Charm tilt
-0.62
δ-decay vs time
Vanna tilt +0.35: the estimated dealer exposure leans positive, so the modeled hedge would shift noticeably if implied volatility changed.
Charm tilt -0.62: the estimated dealer exposure leans negative, so the modeled hedge would shift noticeably as time passes and options approach expiry.
? What is this?
· 10 ATM contracts, 0k 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 22 · No data
30 DTE / 10d
—
—
pts
EXTREME
as of Oct 22 · ATM 42.9% / Wing —
Extreme reading.
Historically these have been contrarian — on the small set of observed earnings-day cases, large negative wing-vs-ATM gaps (calls pricing much richer than puts at the same delta) preceded sharp drops in the underlying within 1-12 days. Not financial advice and the dataset is small.
Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.
Volatility Surface
Enter a ticker to render the implied volatility surface.
Volatility Smile
Enter a ticker to render the implied volatility smile.
IV Rank (7 DTE)
IV Rank (30 DTE)33.6MediumOct 22
Straddle Price (30 DTE)$1.45Oct 22
Beta Analysis
Risk Metrics
Beta: 0.4523
Alpha: 45.83%
Correlation: 0.1541
R-Squared: 2.4%
Stock Volatility: 37.4%
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 LOCO
5 of 37 tracked investors
| Investor | Value | Share of their portfolio | Rank | Q/Q shares | Source |
|---|---|---|---|---|---|
| Renaissance Technologies Hedge fund Jim Simons | $7.1M | #1252 of 3138 | +36.6% | 13F | |
| Citadel Hedge fund Ken Griffin | $2.5M | #2695 of 6285 | +71.2% | 13F | |
| Millennium Management Hedge fund Izzy Englander | $1.3M | #2793 of 3716 | +138.3% | 13F | |
| Point72 Hedge fund Steve Cohen | $1.1M | #1457 of 1945 | -11.2% | 13F | |
| Rockefeller Capital Management Family office Rockefeller family | $10K | #4005 of 4729 | 0.0% | 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
LOCO Institutional Ownership (13F)
Latest filings — 2026-09-30
? 13F Guide
Diluted shares outstanding: 29,441,833 (as of 2026-04-01)
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.
3 filers$463.01K notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | Susquehanna International Group, LLP Custodian | $454.53K | 98.17% | 2026-06-30 |
| 2 | GROUP ONE TRADING LLC Custodian | $5.09K | 1.10% | 2026-06-30 |
| 3 | Simplex Trading, LLC Custodian | $3.39K | 0.73% | 2026-06-30 |
1 filers$8.48K notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | Simplex Trading, LLC Custodian | $8.48K | 100.00% | 2026-06-30 |
LOCO Insider Trading (Form 4)
Latest: 2026-10-20Form 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 |
|---|---|---|---|---|---|---|---|
| 2026-10-20 | Biglari Insurance Group Inc. | Sell (S) | −153,336 | $16.50 | -$2.53M | EDGAR | |
| 2026-08-25 | Ira Fils | CHIEF FINANCIAL OFFICER | Tax (F) | −7,213 | $16.03 | -$115.6K | EDGAR |
| 2026-08-11 | Sardar Biglari | 10%+ Owner | Sell (S) | −6,600 | $17.06 | -$112.6K | EDGAR |
| 2026-08-05 | Biglari Reinsurance Ltd. | Sell (S) | −600,000 | $16.87 | -$10.12M | EDGAR | |
| 2026-07-31 | BIGLARI CAPITAL CORP. | 10%+ Owner | Sell (S) | −42,942 | $16.71 | -$717.5K | EDGAR |
| 2026-07-21 | LION FUND II, L.P. | 10%+ Owner | Sell (S) | −66,000 | $16.71 | -$1.10M | EDGAR |
| 2026-07-16 | Biglari Insurance Group Inc. | Sell (S) | −62,958 | $16.71 | -$1.05M | EDGAR | |
| 2026-07-14 | BIGLARI CAPITAL CORP. | 10%+ Owner | Sell (S) | −450,000 | $16.74 | -$7.53M | EDGAR |
| 2026-07-06 | Biglari Reinsurance Ltd. | Sell (S) | −851,676 | $17.25 | -$14.69M | EDGAR | |
| 2026-06-01 | Elizabeth Goodman Williams | Chief Executive Officer | Tax (F) | −10,523 | $13.95 | -$146.8K | EDGAR |
| 2026-06-01 | Ira Fils | CHIEF FINANCIAL OFFICER | Tax (F) | −2,144 | $13.95 | -$29.9K | EDGAR |
| 2026-05-12 | Ira Fils | CHIEF FINANCIAL OFFICER | Tax (F) | −2,476 | $14.00 | -$34.7K | EDGAR |
| 2026-03-19 | Elizabeth Goodman Williams | Chief Executive Officer | Award (A) | +53,804 | — | EDGAR | |
| 2026-03-19 | Joseph G Taylor | Director | Award (A) | +8,258 | — | EDGAR | |
| 2026-03-19 | Cody Nancy Faginas | Director | Award (A) | +8,258 | — | 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.
LOCO Insider Holdings
18 insiders · @ $15.04
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 | BIGLARI CAPITAL CORP. | 10%+ Owner | 3,538,961 | $53.23M | -$1.57M | 3 | 2026-07-31 |
| 2 | Sardar Biglari | 10%+ Owner | 3,538,961 | $53.23M | $32.03M | 3 | 2026-08-11 |
| 3 | Elizabeth Goodman Williams | Chief Executive Officer | 248,091 | $3.73M | $0 | 9 | 2026-06-01 |
| 4 | LION FUND II, L.P. | 10%+ Owner | 120,000 | $1.80M | -$1.10M | 1 | 2026-07-21 |
| 5 | Ira Fils | CHIEF FINANCIAL OFFICER | 115,600 | $1.74M | $0 | 17 | 2026-08-25 |
| 6 | Biglari Reinsurance Ltd. | 106,422 | $1.60M | -$24.81M | 2 | 2026-08-05 | |
| 7 | Maria Hollandsworth | CHIEF OPERATING OFFICER | 106,025 | $1.59M | $0 | 11 | 2025-05-30 |
| 8 | William R Floyd | Director | 74,209 | $1.12M | $0 | 10 | 2025-03-13 |
| 9 | Biglari Insurance Group Inc. | 65,872 | $990.7K | -$3.58M | 2 | 2026-10-20 | |
| 10 | Douglas J Babb | Director | 63,635 | $957.1K | $0 | 9 | 2026-03-19 |
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.
LOCO Board & Officers
As of SEC filings through Oct 20, 2026Directors 8
- Douglas J Babb · since Jan 8, 2018
- Cody Nancy Faginas · since Dec 8, 2021
- Deborah Gonzalez · since Dec 8, 2021
- Elizabeth Goodman Williams · since Mar 11, 2024
- Joseph G Taylor · since Jan 13, 2025
- Robert D. Wright · since Jan 1, 2026
- Tana Davila · since Jan 1, 2026
- Frank Garrido · since Mar 1, 2026
Officers 2
- Elizabeth Goodman Williams · Chief Executive Officer · since Mar 11, 2024
- Ira Fils · Chief Financial Officer · listed since Jun 2026
10% owners 3
- Biglari Capital Corp. (entity) · since Aug 4, 2023
- Lion Fund II, L.p. (entity) · since Aug 4, 2023
- Sardar Biglari · since Aug 4, 2023
Changes in the last 10 years (45)
| Jun 1, 2026 | Ira Fils first listed as Chief Financial Officer in an SEC filing |
| Mar 1, 2026 | Frank Garrido became a director |
| Jan 27, 2026 | The company announced the departure of Mark Buller from the board in an SEC filing |
| Jan 1, 2026 | Tana Davila became a director |
| Jan 1, 2026 | Robert D. Wright became a director |
| Dec 10, 2025 | The company announced the departure of William R Floyd from the board in an SEC filing |
| Dec 10, 2025 | The company announced the departure of Samuel N. Borgese from the board in an SEC filing |
| Nov 20, 2025 | The company announced the departure of Maria Hollandsworth as Chief Operating Officer in an SEC filing |
| Aug 25, 2025 | Ira Fils reported in an SEC filing no longer being Chief Financial Officer |
| Jan 13, 2025 | Joseph G Taylor became a director |
| Nov 7, 2024 | Maria Hollandsworth listed as Chief Operating Officer (previously President & COO) in SEC filings |
| Aug 27, 2024 | Biglari Holdings Inc. no longer listed as a 10% owner in SEC filings |
| May 10, 2024 | Maria Hollandsworth listed as President & COO (previously Chief Operating Officer) in SEC filings |
| Mar 11, 2024 | Elizabeth Goodman Williams became a director |
| Mar 11, 2024 | Elizabeth Goodman Williams became Chief Executive Officer |
| Aug 16, 2023 | The company announced the departure of John M. Roth from the board in an SEC filing |
| Aug 15, 2023 | Biglari Holdings Inc. became a 10% owner |
| Aug 8, 2023 | John M Roth first on file as a director |
| Aug 8, 2023 | FS Capital Partners V, LLC reported in an SEC filing no longer being a 10% owner |
| Aug 4, 2023 | Sardar Biglari became a 10% owner |
| Aug 4, 2023 | Lion Fund II, L.p. became a 10% owner |
| Aug 4, 2023 | Biglari Capital Corp. became a 10% owner |
| Mar 28, 2023 | Trimaran Pollo Partners, L.L.C. reported in an SEC filing no longer being a 10% owner |
| Mar 28, 2023 | Trimaran Capital, L.L.C. reported in an SEC filing no longer being a 10% owner |
| Mar 28, 2023 | Jay R Bloom reported in an SEC filing no longer being a 10% owner |
| Mar 28, 2023 | Dean C Kehler reported in an SEC filing no longer being a director |
| Mar 28, 2023 | Dean C Kehler reported in an SEC filing no longer being a 10% owner |
| Oct 31, 2022 | Maria Hollandsworth became Chief Operating Officer |
| Sep 2, 2022 | John M. Roth first listed as a 10% owner in an SEC filing |
| Aug 31, 2022 | Fs Equity Partners V LP became a 10% owner |
| Aug 31, 2022 | Fs Affiliates V, L.p. became a 10% owner |
| Aug 31, 2022 | FS Capital Partners V, LLC became a 10% owner |
| Aug 10, 2022 | Laurance Roberts listed as CEO & President (previously CEO & Interim CFO) in SEC filings |
| Jun 27, 2022 | Ira Fils became Chief Financial Officer |
| May 16, 2022 | Laurance Roberts first listed as a director in an SEC filing |
| Dec 8, 2021 | Deborah Gonzalez became a director |
| Dec 8, 2021 | Cody Nancy Faginas became a director |
| Nov 12, 2021 | Laurance Roberts listed as CEO & Interim CFO (previously Chief Financial Officer) in SEC filings |
| May 10, 2019 | Bernard Acoca first listed as a director in an SEC filing |
| Apr 1, 2019 | Miguel Lozano became Chief Operating Officer |
| Dec 1, 2018 | Hector A. Munoz became Chief Marketing Officer |
| Mar 12, 2018 | Bernard Acoca became President and CEO |
| Jan 8, 2018 | Douglas J Babb became a director |
| May 12, 2017 | Gustavo Siade listed as Sr. VP, Operations (previously VP, Operations) in SEC filings |
| Apr 12, 2017 | Douglas K. Ammerman reported in an SEC filing no longer being a director |
Not reported recently (13)
- Laurance Roberts · Last reported as a director in an SEC filing dated Aug 9, 2023
- John M Roth · Last reported as a director in an SEC filing dated Aug 8, 2023
- Michael G. Maselli · Last reported as a director in an SEC filing dated May 11, 2023
- Carol Lynton · Last reported as a director in an SEC filing dated May 11, 2023
- John M. Roth · Last reported as a 10% owner in an SEC filing dated Sep 2, 2022
- Fs Equity Partners V LP · Last reported as a 10% owner in an SEC filing dated Sep 2, 2022
- Fs Affiliates V, L.p. · Last reported as a 10% owner in an SEC filing dated Sep 2, 2022
- Miguel Lozano · Last reported as Chief Operating Officer in an SEC filing dated May 16, 2022
- Bernard Acoca · Last reported as President and CEO in an SEC filing dated May 14, 2021
- Hector A. Munoz · Last reported as Chief Marketing Officer in an SEC filing dated Dec 5, 2019
- Gustavo Siade · Last reported as Sr. VP, Operations in an SEC filing dated Dec 19, 2018
- Edward Valle · Last reported as Chief Marketing Officer in an SEC filing dated May 12, 2017
- John Dawson · Last reported as Chief Development Officer in an SEC filing dated May 12, 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.
LOCO Proposed Insider Sales (Form 144)
Latest: 2026-10-16
? Form 144 Guide
Last 30d:
2 filings
· $16.7M notice value
· Last 90d:
4 filings
· $40.7M notice value
· 2 unique filers
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:
LION FUND II, L.P. (2, $26.5M) · Biglari Holdings Inc. (2, $14.2M)
| Filed | Filer | Role | Shares | Notice Value | Planned Sale | Broker | Plan | Link |
|---|---|---|---|---|---|---|---|---|
| 2026-10-16 | Biglari Holdings Inc. | 10% Stockholder | 380,990 | $6.22M | 2026-10-16 | MS Howells & Co. | — | EDGAR |
| 2026-10-16 | LION FUND II, L.P. | 10% Stockholder | 643,928 | $10.51M | 2026-10-16 | Wells Fargo | — | EDGAR |
| 2026-07-29 | Biglari Holdings Inc. | 10% Stockholder | 489,247 | $7.98M | 2026-07-29 | MS Howells & Co. | — | EDGAR |
| 2026-07-29 144/A | LION FUND II, L.P. | 10% Stockholder | 982,103 | $16.02M | 2026-06-26 | Wells Fargo | — | EDGAR |
| 2026-04-01 | Mark Buller | Director | 19,662 | $275.3K | 2026-04-01 | UBS Financial Services Inc | — | EDGAR |
| 2026-03-24 | Maria Hollandsworth | Officer | 19,471 | — | 2026-03-24 | UBS Financial Services Inc | — | EDGAR |
| 2026-03-16 | Maria Hollandsworth | Officer | 61,006 | $671.1K | 2026-03-16 | UBS Financial Services Inc | — | EDGAR |
| 2025-06-06 | Buller Mark | Officer | 11,363 | $125.0K | 2025-06-06 | UBS Financial Services Inc. | 10b5-1 | EDGAR |
| 2024-08-19 | Michael Maselli | Director | 2,000 | $28.0K | 2024-08-19 | UBS Financial Services Inc | — | EDGAR |
| 2024-08-08 | Mark Buller | Director | 10,500 | $126.0K | 2024-08-08 | UBS Financial Services Inc | — | 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
45 ETFs hold LOCO
25 shown · $77.71M total exposure · 0.02% AUM-weighted avg weight
| # | ETF | Provider | Weight | $ Exposure | ETF AUM | As Of |
|---|---|---|---|---|---|---|
| 1 | VTI Vanguard Morningstar Total Stock Market ETF | Vanguard | 0.00% | $11.1M | — | 2026-09-30 |
| 2 | IWM iShares Russell 2000 ETF | iShares (BlackRock) | 0.01% | $10.8M | $74.2B | 2026-10-21 |
| 3 | DFAT Dimensional US Targeted Value ETF | Dimensional | 0.03% | $9.2M | — | 2026-10-21 |
| 4 | DFSV Dimensional US Small Cap Value ETF | Dimensional | 0.03% | $8.8M | — | 2026-10-21 |
| 5 | VXF Vanguard Extended Market ETF | Vanguard | 0.01% | $4.9M | — | 2026-09-30 |
| 6 | IWN iShares Russell 2000 Value ETF | iShares (BlackRock) | 0.03% | $4.1M | $13.9B | 2026-10-21 |
| 7 | BSVO EA Bridgeway Omni Small-Cap Value ETF | Nport | 0.16% | $3.9M | — | 2026-06-30 |
| 8 | DFAS Dimensional US Small Cap ETF | Dimensional | 0.01% | $3.5M | — | 2026-10-21 |
| 9 | VTWO Vanguard Russell 2000 ETF | Vanguard | 0.01% | $2.4M | — | 2026-09-30 |
| 10 | DFMC Dimensional US Micro Cap ETF | Dimensional | 0.03% | $2.4M | — | 2026-10-21 |
| 11 | FSMD Fidelity Small-Mid Multifactor ETF | Fidelity | 0.09% | $2.3M | $2.5B | 2026-10-21 |
| 12 | FDM First Trust Dow Jones Select MicroCap Index Fund | First Trust | 0.76% | $2.0M | $264.3M | 2026-10-21 |
| 13 | DFAC Dimensional US Core Equity 2 ETF | Dimensional | 0.00% | $1.9M | — | 2026-10-21 |
| 14 | SCHA Schwab U.S. Small-Cap ETF | Nport | 0.01% | $1.9M | — | 2026-05-31 |
| 15 | IWC iShares Micro-Cap ETF | iShares (BlackRock) | 0.11% | $1.3M | $1.2B | 2026-10-21 |
| 16 | VCR Vanguard Consumer Discretionary ETF | Vanguard | 0.02% | $1.3M | — | 2026-09-30 |
| 17 | VFMO Vanguard U.S. Momentum Factor ETF | Vanguard | 0.06% | $1.1M | — | 2026-10-21 |
| 18 | AVSC Avantis U.S. Small Cap Equity ETF | Avantis | 0.03% | $834,731 | $3.1B | 2026-10-21 |
| 19 | SVAL iShares US Small Cap Value Factor ETF | iShares (BlackRock) | 0.43% | $699,206 | $163.0M | 2026-10-21 |
| 20 | DCOR Dimensional US Core Equity 1 ETF | Dimensional | 0.00% | $640,396 | — | 2026-10-21 |
| 21 | PRFZ Invesco RAFI US 1500 Small-Mid ETF | Nport | 0.02% | $615,505 | — | 2026-07-31 |
| 22 | GSSC Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF | Goldman | 0.05% | $550,835 | $1.0B | 2026-10-21 |
| 23 | SMLV State Street® SPDR® US Small Cap Low Volatility Index ETF | SPDR (State Street) | 0.20% | $492,441 | $247.9M | 2026-10-21 |
| 24 | EES WisdomTree U.S. SmallCap Fund | Nport | 0.06% | $427,884 | — | 2026-06-30 |
| 25 | VTWV Vanguard Russell 2000 Value ETF | Vanguard | 0.03% | $388,469 | — | 2026-09-30 |
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
15.35
TTM Diluted EPS
$0.98
TTM Revenue
$497.05M
TTM Net Income
$29.16M
TTM Op. Cash Flow
$56.35M
Quarterly figures (12 quarters)
| Quarter | Period End | Revenue | Net Income | Diluted EPS | Op. Cash Flow |
|---|---|---|---|---|---|
| Q1 '26 | 2026-04-01 | $126.18M | $8.16M | $0.27 | $13.01M |
| Q4 '25 | 2025-12-31 | $123.52M | $6.54M | $0.22 | $13.91M |
| Q3 '25 | 2025-09-24 | $121.52M | $7.36M | $0.25 | $15.29M |
| Q2 '25 | 2025-06-25 | $125.83M | $7.11M | $0.24 | $14.14M |
| Q1 '25 | 2025-03-26 | $119.18M | $5.48M | $0.19 | $4.74M |
| Q4 '24 | 2024-12-25 | $114.28M | $5.95M | $0.21 | $5.63M |
| Q3 '24 | 2024-09-25 | $120.39M | $6.19M | $0.21 | $13.03M |
| Q2 '24 | 2024-06-26 | $122.18M | $7.63M | $0.25 | $16.95M |
| Q1 '24 | 2024-03-27 | $116.15M | $5.91M | $0.19 | $11.16M |
| Q4 '23 | 2023-12-27 | $112.25M | $4.35M | $0.14 | $8.18M |
| Q3 '23 | 2023-09-27 | $120.40M | $9.23M | $0.28 | $10.71M |
| Q2 '23 | 2023-06-28 | $121.49M | $7.06M | $0.20 | $17.98M |
Q1 2026 • period ending 2026-04-01 • filed 2026-05-08
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
15.35
P/B
1.46
P/S
0.89
EV/EBITDA
7.80
EV/Sales
0.97
ROE
9.6%
ROA
4.8%
Div Yield
0.00%
FCF Yield
12.73%
Debt/Equity
0.15
Current Ratio
—
Market Cap
$442.81M
as of 2026-10-22
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
1.84M
SI % of Float
6.44%
Days to Cover
8.03
Short Vol Ratio
51.4%
Free Float
28.62M
Float %
94.0%
Short interest 2026-09-30 • Short volume 2026-10-22 • Float 2026-07-02