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Forrester Research, Inc. (FORR)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISINUS3465631097
CUSIP346563109
SectorIndustrials
IndustryConsulting Services

Highlights

Market Cap$364.97M
EPS$0.16
PE Ratio117.31
PEG Ratio0.91
Revenue (TTM)$480.78M
Gross Profit (TTM)$314.01M
EBITDA (TTM)$35.75M
Year Range$18.10 - $32.79
Target Price$23.00
Short %3.31%
Short Ratio1.24

Share Price Chart


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Forrester Research, Inc.

Performance

Performance Chart

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


100.00%200.00%300.00%400.00%500.00%600.00%December2024FebruaryMarchAprilMay
98.90%
564.69%
FORR (Forrester Research, Inc.)
Benchmark (^GSPC)

S&P 500

Returns By Period

Forrester Research, Inc. had a return of -34.32% year-to-date (YTD) and -41.26% in the last 12 months. Over the past 10 years, Forrester Research, Inc. had an annualized return of -6.34%, while the S&P 500 had an annualized return of 10.33%, indicating that Forrester Research, Inc. did not perform as well as the benchmark.


PeriodReturnBenchmark
Year-To-Date-34.32%5.21%
1 month-15.46%-4.30%
6 months-21.84%18.42%
1 year-41.26%21.82%
5 years (annualized)-19.36%11.27%
10 years (annualized)-6.34%10.33%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
2024-4.96%-20.84%6.89%-15.63%
2023-19.72%4.22%10.88%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of FORR is 6, indicating that it is in the bottom 6% of the market in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.


The Risk-Adjusted Performance Rank of FORR is 66
Forrester Research, Inc.(FORR)
The Sharpe Ratio Rank of FORR is 33Sharpe Ratio Rank
The Sortino Ratio Rank of FORR is 66Sortino Ratio Rank
The Omega Ratio Rank of FORR is 77Omega Ratio Rank
The Calmar Ratio Rank of FORR is 1515Calmar Ratio Rank
The Martin Ratio Rank of FORR is 11Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Forrester Research, Inc. (FORR) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


FORR
Sharpe ratio
The chart of Sharpe ratio for FORR, currently valued at -1.13, compared to the broader market-2.00-1.000.001.002.003.004.00-1.13
Sortino ratio
The chart of Sortino ratio for FORR, currently valued at -1.63, compared to the broader market-4.00-2.000.002.004.006.00-1.63
Omega ratio
The chart of Omega ratio for FORR, currently valued at 0.80, compared to the broader market0.501.001.500.80
Calmar ratio
The chart of Calmar ratio for FORR, currently valued at -0.60, compared to the broader market0.002.004.006.00-0.60
Martin ratio
The chart of Martin ratio for FORR, currently valued at -1.91, compared to the broader market-10.000.0010.0020.0030.00-1.91
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 1.74, compared to the broader market-2.00-1.000.001.002.003.004.001.74
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 2.53, compared to the broader market-4.00-2.000.002.004.006.002.53
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.30, compared to the broader market0.501.001.501.30
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 1.33, compared to the broader market0.002.004.006.001.33
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 6.79, compared to the broader market-10.000.0010.0020.0030.006.79

Sharpe Ratio

The current Forrester Research, Inc. Sharpe ratio is -1.13. This value is calculated based on the past 12 months of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Forrester Research, Inc. with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00December2024FebruaryMarchAprilMay
-1.13
1.74
FORR (Forrester Research, Inc.)
Benchmark (^GSPC)

Dividends

Dividend History

Forrester Research, Inc. granted a 0.00% dividend yield in the last twelve months. The annual payout for that period amounted to $0.00 per share.


PeriodTTM20232022202120202019201820172016201520142013
Dividend$0.00$0.00$0.00$0.00$0.00$0.00$0.80$0.76$0.72$0.68$0.64$0.60

Dividend yield

0.00%0.00%0.00%0.00%0.00%0.00%1.79%1.72%1.68%2.39%1.63%1.57%

Monthly Dividends

The table displays the monthly dividend distributions for Forrester Research, Inc.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDec
2024$0.00$0.00$0.00$0.00
2023$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2022$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2021$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2020$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2019$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2018$0.00$0.00$0.20$0.00$0.00$0.20$0.00$0.00$0.20$0.00$0.00$0.20
2017$0.00$0.19$0.00$0.00$0.00$0.19$0.00$0.00$0.19$0.00$0.00$0.19
2016$0.00$0.18$0.00$0.00$0.00$0.18$0.00$0.00$0.18$0.00$0.00$0.18
2015$0.00$0.00$0.17$0.00$0.00$0.17$0.00$0.17$0.00$0.00$0.17$0.00
2014$0.00$0.00$0.16$0.00$0.00$0.16$0.00$0.16$0.00$0.00$0.00$0.16
2013$0.15$0.00$0.00$0.15$0.00$0.15$0.00$0.00$0.00$0.15

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-80.00%-60.00%-40.00%-20.00%0.00%December2024FebruaryMarchAprilMay
-72.31%
-4.49%
FORR (Forrester Research, Inc.)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Forrester Research, Inc.. 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 Forrester Research, Inc. was 85.03%, occurring on Mar 11, 2003. The portfolio has not yet recovered.

The current Forrester Research, Inc. drawdown is 72.31%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-85.03%Jun 20, 2000682Mar 11, 2003
-53.87%Jan 20, 1999118Jul 8, 199992Nov 16, 1999210
-50.5%Mar 16, 200022Apr 14, 200040Jun 13, 200062
-43.29%Jan 9, 199772Apr 23, 199726May 30, 199798
-41.09%Jun 5, 1997155Jan 23, 199838Mar 19, 1998193

Volatility

Volatility Chart

The current Forrester Research, Inc. volatility is 10.26%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


0.00%5.00%10.00%15.00%December2024FebruaryMarchAprilMay
10.26%
3.91%
FORR (Forrester Research, Inc.)
Benchmark (^GSPC)

Financials

Financial Performance

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

Annual
Quarterly

0.0

Income Statement


Income Statement
Balance Sheet
Cash Flow
Annual
Quarterly

TTM
Revenue

Total Revenue

0.00

Cost Of Revenue

0.00

Gross Profit

0.00
Operating Expenses

Selling, General & Admin Expenses

0.00

R&D Expenses

0.00

Total Operating Expenses

0.00
Income

Income Before Tax

0.00

Operating Income

0.00

EBIT

0.00

Earnings From Continuing Operations

0.00

Net Income

0.00

Income Tax Expense

0.00

Interest Expense

0.00

Other Non-Operating Income (Expenses)

0.00

Extraordinary Items

0.00

Discontinued Operations

0.00

Effect Of Accounting Charges

0.00

Non Recurring

0.00

Minority Interest

0.00

Other Items

0.00
Values in undefined except per share items