- ISIN
- US3465631097
- CUSIP
- 346563109
- Sector
- Industrials
- Industry
- Consulting Services
- IPO Date
- Nov 26, 1996
Highlights
- Market Cap
- $223.24M
- Enterprise Value
- $211.68M
- EPS (TTM)
- -$2.83
- Total Revenue (TTM)
- $392.47M
- Gross Profit (TTM)
- $212.00M
- EBITDA (TTM)
- $15.35M
- Year Range
- $4.88 - $11.75
- ROA (TTM)
- -13.18%
- ROE (TTM)
- -50.84%
- Avg. Volume (1M)
- 136K
- Avg. Volume Value (1M)
- $1.35M
Share Price Chart
Loading charts...
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Performance
FORR Performance Chart
Forrester Research, Inc. (FORR) is up 41.6% since the beginning of the year. At $12 per share, FORR is trading just below its 52-week high of $12. Investors who bought $1,000 worth of FORR shares 5 years ago would now be looking at an investment worth $245.
Loading charts...
Compare this symbol against anything
Returns By Period
Forrester Research, Inc. (FORR) has returned 41.63% so far this year and 5.12% over the past 12 months. Over the last ten years, FORR has returned -11.23% per year, falling short of the S&P 500 Index benchmark, which averaged 13.26% annually.
Forrester Research, Inc.
- 1D
- 18.07%
- 1M
- 21.69%
- 6M
- 41.80%
- YTD
- 41.63%
- 1Y
- 5.12%
- 3Y*
- -29.20%
- 5Y*
- -24.49%
- 10Y*
- -11.23%
- ALL TIME*
- 0.94%
Benchmark (S&P 500 Index)
- 1D
- 0.70%
- 1M
- 0.09%
- 6M
- 7.94%
- YTD
- 9.41%
- 1Y
- 20.07%
- 3Y*
- 17.84%
- 5Y*
- 11.25%
- 10Y*
- 13.26%
- ALL TIME*
- 8.09%
FORR Monthly Returns History
Based on dividend-adjusted daily data since Nov 27, 1996, FORR's average daily return is +0.05%, while the average monthly return is +0.79%. At this rate, an investment would double in approximately 7.3 years.
Historically, 52% of months were positive and 48% were negative. The best month was May 1997 with a return of +60.3%, while the worst month was Mar 2001 at -39.0%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 7 months.
On a daily basis, FORR closed higher 49% of trading days. The best single day was Mar 29, 1999 with a return of +35.1%, while the worst single day was Apr 24, 2001 at -25.2%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -0.12% | -26.26% | -5.35% | 11.13% | 12.08% | 19.29% | 36.74% | 41.63% | |||||
| 2025 | -2.68% | -27.34% | -16.61% | 1.19% | 13.69% | -6.87% | -1.62% | 0.00% | 8.83% | -32.74% | 0.84% | 12.93% | -48.18% |
| 2024 | -4.96% | -20.84% | 6.89% | -15.63% | -1.10% | -5.06% | 18.21% | -5.00% | -6.10% | -18.55% | 17.59% | -9.16% | -41.55% |
| 2023 | 3.64% | -11.25% | -1.64% | -4.36% | -7.24% | 1.36% | 9.56% | -3.89% | -5.65% | -19.72% | 4.22% | 10.88% | -25.03% |
| 2022 | -6.32% | -5.62% | 8.65% | -1.29% | -6.03% | -8.58% | -2.82% | -10.54% | -13.42% | 17.52% | -16.87% | 1.65% | -39.11% |
| 2021 | -5.35% | 13.92% | -5.98% | 2.28% | -1.24% | 6.74% | 2.29% | 1.49% | 3.60% | 8.10% | 5.99% | 4.06% | 40.17% |
Benchmark Metrics
Forrester Research, Inc. has an annualized alpha of 3.37%, beta of 0.89, and R2 of 0.13 versus S&P 500 Index. Calculated based on daily prices since November 27, 1996.
- This stock participated in 118.45% of S&P 500 Index downside but only 88.01% of its upside - more exposed to losses than it benefited from rallies.
- R2 of 0.13 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
- 3.37%
- Beta
- 0.89
- R²
- 0.13
- Upside Capture
- 88.01%
- Downside Capture
- 118.45%
Return for Risk
Risk / Return Rank
FORR ranks 54 for risk / return — above 54% of stocks peers on PortfoliosLab. Its historical combined result is near the middle of the peer group.
Risk / Return Metrics
The table below present risk-adjusted performance metrics for Forrester Research, Inc. (FORR) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| FORR | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.10 | ||
| Sortino ratioReturn per unit of downside risk | -1.12 | ||
| Omega ratioGain probability vs. loss probability | 1.11 | 1.25 | -0.15 |
| Calmar ratioReturn relative to maximum drawdown | 0.33 | 2.00 | -1.67 |
| Martin ratioReturn relative to average drawdown | 0.55 | 8.49 | -7.95 |
Dividends
Dividend History
Forrester Research, Inc. provided a 0.00% dividend yield over the last twelve months, with an annual payout of $0.00 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.80 | $0.95 | $0.72 | $0.68 |
Dividend yield | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 1.79% | 2.15% | 1.68% | 2.39% |
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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $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 | $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 | $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 | $0.00 |
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.
Loading charts...
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 92.02%, occurring on Apr 10, 2026. The portfolio has not yet recovered.
The current Forrester Research, Inc. drawdown is 81.83%.
Drawdown | Fall | Recovery | Underwater | Related event |
|---|---|---|---|---|
-92.02%Apr 2026 | 25y 10mo | — | 26y 1moJun 2000 - now | — |
-53.86%Jul 1999 | 5mo 19d | 4mo 11d | 10moJan 1999 - Nov 1999 | — |
-50.50%Apr 2000 | 29d | 2mo | 2mo 29dMar 2000 - Jun 2000 | Dot-com crash2000–2002 |
-43.28%Apr 1997 | 3mo 14d | 1mo 7d | 4mo 21dJan 1997 - May 1997 | — |
-41.09%Jan 1998 | 7mo 22d | 1mo 25d | 9mo 17dJun 1997 - Mar 1998 | — |
Drawdown Indicators
| FORR | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -92.02% | -56.78% | -35.24% |
Max Drawdown (1Y)Largest decline over 1 year | -54.95% | -9.10% | -45.85% |
Max Drawdown (3Y)Largest decline over 3 years | -84.44% | -18.90% | -65.54% |
Max Drawdown (5Y)Largest decline over 5 years | -91.68% | -25.43% | -66.25% |
Max Drawdown (10Y)Largest decline over 10 years | -91.68% | -33.92% | -57.76% |
Current DrawdownCurrent decline from peak | -81.83% | -1.58% | -80.25% |
Average DrawdownAverage peak-to-trough decline | -52.13% | -10.70% | -41.43% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 33.15% | 2.14% | +31.01% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
Loading charts...
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.
Valuation
The Valuation section provides an overview of how Forrester Research, Inc. is priced in the market compared to other companies in the Consulting Services 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 FORR relative to other companies in the Consulting Services industry. Currently, FORR has a P/S ratio of 0.6. 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 FORR in comparison with other companies in the Consulting Services industry. Currently, FORR has a P/B value of 2.1. This P/B ratio is in line with the industry average, suggesting the stock is valued fairly in relation to its book value.
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 | — |
Build a portfolio with FORR
Add Forrester Research, Inc. to a portfolio and analyze allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Analyzer with FORR