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Forrester Research, Inc. (FORR)
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN
US3465631097
CUSIP
346563109
IPO Date
Nov 26, 1996

Highlights

Market Cap
$107.55M
Enterprise Value
$143.72M
EPS (TTM)
-$6.25
Total Revenue (TTM)
$396.89M
Gross Profit (TTM)
$256.36M
EBITDA (TTM)
-$64.02M
Year Range
$4.91 - $11.57
ROA (TTM)
-29.54%
ROE (TTM)
-94.34%

Share Price Chart


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Forrester Research, Inc.

Often compared with FORR:
FORR vs. NRCFORR vs. ADP

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.


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S&P 500 Index

Returns By Period

Forrester Research, Inc. (FORR) has returned -30.30% so far this year and -38.74% over the past 12 months. Over the last ten years, FORR has returned -16.11% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.


Forrester Research, Inc.

1D
-0.18%
1M
-5.35%
YTD
-30.30%
6M
-46.60%
1Y
-38.74%
3Y*
-44.07%
5Y*
-33.43%
10Y*
-16.11%

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

Based on dividend-adjusted daily data since Nov 27, 1996, FORR's average daily return is +0.04%, while the average monthly return is +0.57%. At this rate, your investment would double in approximately 10.2 years.

Historically, 51% of months were positive and 49% 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%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026-0.12%-26.26%-5.35%-30.30%
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%
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%

Benchmark Metrics

Forrester Research, Inc. has an annualized alpha of 1.04%, beta of 0.89, and R² of 0.14 versus S&P 500 Index. Calculated based on daily prices since November 29, 1996.

  • This stock participated in 125.13% of S&P 500 Index downside but only 86.47% of its upside — more exposed to losses than it benefited from rallies.
  • R² of 0.14 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
1.04%
Beta
0.89
0.14
Upside Capture
86.47%
Downside Capture
125.13%

Return for Risk

Risk / Return Rank

FORR ranks 10 for risk / return — in the bottom 10% of stocks on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.


FORR Risk / Return Rank: 1010
Overall Rank
FORR Sharpe Ratio Rank: 1010
Sharpe Ratio Rank
FORR Sortino Ratio Rank: 1212
Sortino Ratio Rank
FORR Omega Ratio Rank: 1313
Omega Ratio Rank
FORR Calmar Ratio Rank: 1010
Calmar Ratio Rank
FORR Martin Ratio Rank: 66
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for Forrester Research, Inc. (FORR) and compare them to a chosen benchmark (S&P 500 Index).


FORRBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

-0.74

0.90

-1.64

Sortino ratio

Return per unit of downside risk

-0.92

1.39

-2.30

Omega ratio

Gain probability vs. loss probability

0.89

1.21

-0.32

Calmar ratio

Return relative to maximum drawdown

-0.83

1.40

-2.22

Martin ratio

Return relative to average drawdown

-1.62

6.61

-8.22

Explore FORR risk-adjusted metrics in detail

Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.

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$0.80$1.0020152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$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.


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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 91.28%, occurring on Feb 24, 2026. The portfolio has not yet recovered.

The current Forrester Research, Inc. drawdown is 91.06%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-91.28%Jun 20, 20006458Feb 24, 2026
-53.86%Jan 20, 1999118Jul 8, 199992Nov 16, 1999210
-50.5%Mar 16, 200022Apr 14, 200040Jun 13, 200062
-43.28%Jan 9, 199773Apr 23, 199726May 30, 199799
-41.09%Jun 5, 1997161Jan 23, 199838Mar 19, 1998199

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 Forrester Research, Inc. 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 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 0.3. 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 0.8. 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