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Berry Corporation (BRY)
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN
US08579X1019
CUSIP
08579X101
Sector
Energy
IPO Date
Jul 18, 2018

Highlights

Market Cap
$252.98M
Enterprise Value
$687.99M
EPS (TTM)
-$1.17
Total Revenue (TTM)
$680.16M
Gross Profit (TTM)
$211.07M
EBITDA (TTM)
$91.56M
Year Range
$2.11 - $4.15
Target Price
$7.00
ROA (TTM)
-6.55%
ROE (TTM)
-14.22%

Share Price Chart


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Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Berry Corporation, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


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S&P 500 Index

Returns By Period


Berry Corporation

1D
1M
YTD
6M
1Y
3Y*
5Y*
10Y*

Benchmark (S&P 500 Index)

1D
2.91%
1M
-5.09%
YTD
-4.63%
6M
-2.39%
1Y
16.33%
3Y*
16.69%
5Y*
10.18%
10Y*
12.16%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Monthly Returns


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20255.57%-6.65%-20.45%-22.74%-2.57%15.90%9.03%11.78%13.17%-10.85%1.49%-3.83%-17.92%
2024-4.55%5.07%18.27%5.47%-16.54%-7.32%6.19%-4.55%-16.96%-2.33%-18.18%1.23%-34.12%
202315.00%2.50%-11.49%-2.68%-16.05%9.21%13.37%11.74%-4.32%1.83%-11.43%-2.09%-0.36%
20223.21%15.07%3.83%6.30%2.84%-31.13%12.07%14.46%-18.03%18.27%7.03%-11.21%9.71%
20214.62%28.83%11.80%10.89%4.09%6.28%-17.41%8.11%21.32%33.29%-15.30%4.19%135.52%
2020-27.36%-7.01%-60.79%42.32%23.62%13.92%-2.59%-16.26%-19.54%-17.35%46.56%-4.17%-59.55%

Benchmark Metrics

Berry Corporation has an annualized alpha of -9.63%, beta of 1.23, and R² of 0.16 versus S&P 500 Index. Calculated based on daily prices since July 19, 2018.

  • This stock participated in 172.73% of S&P 500 Index downside but only 106.94% of its upside — more exposed to losses than it benefited from rallies.
  • R² of 0.16 means this stock moves largely independently of S&P 500 Index — capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

Alpha
-9.63%
Beta
1.23
0.16
Upside Capture
106.94%
Downside Capture
172.73%

Return for Risk

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for Berry Corporation (BRY) and compare them to a chosen benchmark (S&P 500 Index).


Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Dividends

Dividend History

Berry Corporation provided a 2.76% dividend yield over the last twelve months, with an annual payout of $0.09 per share.


5.00%10.00%15.00%20.00%$0.00$0.20$0.40$0.60$0.80$1.00$1.20$1.402018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM2024202320222021202020192018
Dividend$0.09$0.75$0.97$1.34$0.20$0.12$0.48$0.21

Dividend yield

2.76%18.16%13.80%16.75%2.38%3.26%5.09%2.40%

Monthly Dividends

The table displays the monthly dividend distributions for Berry Corporation. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.00$0.00$0.03$0.00$0.03$0.00$0.00$0.03$0.00$0.00$0.03$0.00$0.12
2024$0.00$0.00$0.26$0.00$0.12$0.00$0.00$0.34$0.00$0.00$0.03$0.00$0.75
2023$0.00$0.00$0.50$0.00$0.12$0.00$0.00$0.14$0.00$0.00$0.21$0.00$0.97
2022$0.00$0.00$0.06$0.00$0.13$0.06$0.00$0.62$0.00$0.00$0.47$0.00$1.34
2021$0.00$0.00$0.04$0.00$0.00$0.04$0.00$0.00$0.06$0.00$0.00$0.06$0.20
2020$0.00$0.00$0.12$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.12

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


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Worst Drawdowns

The table below displays the maximum drawdowns of the Berry Corporation. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Berry Corporation was 88.53%, occurring on Mar 18, 2020. The portfolio has not yet recovered.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-88.53%Oct 8, 2018363Mar 18, 2020
-20.44%Jul 24, 201817Aug 15, 201811Aug 30, 201828
-4.27%Sep 4, 20183Sep 6, 20188Sep 18, 201811
-2.26%Sep 21, 20181Sep 21, 20181Sep 24, 20182
-1.47%Sep 26, 20181Sep 26, 20181Sep 27, 20182

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Financials

Financial Performance

The chart below illustrates the trends in the financial health of Berry Corporation over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.


Annual
Quarterly

0.0

Valuation

The Valuation section provides an overview of how Berry Corporation is priced in the market compared to other companies in the Oil & Gas E&P industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.


PS Ratio

This chart shows the Price-to-Sales (P/S) ratio for BRY relative to other companies in the Oil & Gas E&P industry. Currently, BRY has a P/S ratio of 0.4. This P/S ratio is low compared to the industry average. It may indicate that the stock is undervalued relative to its revenue, or that the market expects slower growth or lower margins.

PB Ratio

The chart illustrates the Price-to-Book (P/B) ratio for BRY in comparison with other companies in the Oil & Gas E&P industry. Currently, BRY has a P/B value of 0.4. This P/B ratio is low compared to industry peers. It might indicate the stock is undervalued or that the company’s assets are not expected to generate strong returns.

Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items