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

Company Info

ISIN

US3465631097

CUSIP

346563109

Sector

Industrials

IPO Date

Nov 26, 1996

Highlights

Market Cap

$241.63M

EPS (TTM)

-$0.30

PEG Ratio

0.66

Total Revenue (TTM)

$324.43M

Gross Profit (TTM)

$172.89M

EBITDA (TTM)

$24.57M

Year Range

$11.79 - $21.91

Target Price

$15.00

Short %

2.44%

Short Ratio

5.00

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


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.


-30.00%-20.00%-10.00%0.00%10.00%SeptemberOctoberNovemberDecember2025February
-29.72%
9.51%
FORR (Forrester Research, Inc.)
Benchmark (^GSPC)

Returns By Period

Forrester Research, Inc. had a return of -18.83% year-to-date (YTD) and -38.93% in the last 12 months. Over the past 10 years, Forrester Research, Inc. had an annualized return of -9.78%, while the S&P 500 had an annualized return of 11.29%, indicating that Forrester Research, Inc. did not perform as well as the benchmark.


FORR

YTD

-18.83%

1M

-16.26%

6M

-29.72%

1Y

-38.93%

5Y*

-21.23%

10Y*

-9.78%

^GSPC (Benchmark)

YTD

4.22%

1M

2.22%

6M

9.51%

1Y

22.46%

5Y*

12.74%

10Y*

11.29%

*Annualized

Monthly Returns

The table below presents the monthly returns of FORR, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025-2.68%-18.83%
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%
20233.64%-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%
2020-0.79%-12.84%-18.94%7.08%0.32%2.04%9.58%1.00%-7.53%12.66%12.07%1.21%0.48%
20190.47%11.78%-3.69%5.19%-10.48%3.29%0.64%-26.33%-7.83%7.28%15.81%4.43%-6.71%
2018-1.24%-7.22%2.84%-3.98%6.16%-0.26%10.25%6.38%-6.31%-12.24%16.04%-3.93%2.99%
2017-5.01%-10.09%8.90%2.01%-2.84%-0.15%4.21%-0.12%3.18%4.42%6.29%-4.45%4.84%
201612.25%-2.09%8.00%0.03%9.49%0.62%11.04%0.12%-4.65%-4.24%9.80%5.49%53.80%
2015-4.12%-0.32%-1.79%-5.41%-2.24%6.42%-13.16%1.60%-0.54%2.64%1.67%-12.75%-26.19%
2014-1.88%-3.52%-0.58%-1.17%6.75%0.58%2.11%0.89%-5.15%9.28%-1.42%-0.48%4.63%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of FORR is 7, meaning it’s performing worse than 93% of other stocks on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of FORR is 77
Overall Rank
The Sharpe Ratio Rank of FORR is 33
Sharpe Ratio Rank
The Sortino Ratio Rank of FORR is 55
Sortino Ratio Rank
The Omega Ratio Rank of FORR is 77
Omega Ratio Rank
The Calmar Ratio Rank of FORR is 1818
Calmar Ratio Rank
The Martin Ratio Rank of FORR is 11
Martin 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.


Sharpe ratio
The chart of Sharpe ratio for FORR, currently valued at -0.99, compared to the broader market-2.000.002.004.00-0.991.77
The chart of Sortino ratio for FORR, currently valued at -1.43, compared to the broader market-6.00-4.00-2.000.002.004.006.00-1.432.39
The chart of Omega ratio for FORR, currently valued at 0.84, compared to the broader market0.501.001.502.000.841.32
The chart of Calmar ratio for FORR, currently valued at -0.48, compared to the broader market0.002.004.006.00-0.482.66
The chart of Martin ratio for FORR, currently valued at -1.84, compared to the broader market0.0010.0020.0030.00-1.8410.85
FORR
^GSPC

The current Forrester Research, Inc. Sharpe ratio is -0.99. This value is calculated based on the past 1 year 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-1.000.001.002.003.00SeptemberOctoberNovemberDecember2025February
-0.99
1.77
FORR (Forrester Research, Inc.)
Benchmark (^GSPC)

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.


0.00%0.50%1.00%1.50%2.00%$0.00$0.20$0.40$0.60$0.8020142015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017201620152014
Dividend$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.80$0.76$0.72$0.68$0.64

Dividend yield

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

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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$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
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$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$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$0.80
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$0.76
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$0.72
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$0.68
2014$0.16$0.00$0.00$0.16$0.00$0.16$0.00$0.00$0.00$0.16$0.64

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.


-80.00%-60.00%-40.00%-20.00%0.00%SeptemberOctoberNovemberDecember2025February
-80.00%
0
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 80.00%.


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 15.10%, 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%SeptemberOctoberNovemberDecember2025February
15.10%
3.19%
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

Historical P/E Ratio Chart

The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Forrester Research, Inc..


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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
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The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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