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ISIN
US3465631097
CUSIP
346563109
IPO Date
Nov 26, 1996

Highlights

Market Cap
$140.17M
Enterprise Value
$128.61M
EPS (TTM)
-$2.82
Total Revenue (TTM)
$392.47M
Gross Profit (TTM)
$212.00M
EBITDA (TTM)
$15.35M
Year Range
$4.88 - $11.57
ROA (TTM)
-13.18%
ROE (TTM)
-50.84%

Share Price Chart


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Forrester Research, Inc.

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

Performance

FORR Performance Chart

Forrester Research, Inc. (FORR) is down 9.5% since the beginning of the year. At $7 per share, FORR is trading 36.5% 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 $165.


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S&P 500 Index

Returns By Period

Forrester Research, Inc. (FORR) has returned -9.48% so far this year and -23.91% over the past 12 months. Over the last ten years, FORR has returned -14.37% per year, falling short of the S&P 500 Index benchmark, which averaged 13.71% annually.


Forrester Research, Inc.

1D
3.38%
1M
8.73%
YTD
-9.48%
6M
3.67%
1Y
-23.91%
3Y*
-36.64%
5Y*
-30.24%
10Y*
-14.37%

Benchmark (S&P 500 Index)

1D
-1.44%
1M
-1.45%
YTD
7.60%
6M
6.59%
1Y
22.24%
3Y*
19.20%
5Y*
11.54%
10Y*
13.71%
*Multi-year figures are annualized to reflect compound growth (CAGR)

FORR Monthly Returns History

Based on dividend-adjusted daily data since Nov 27, 1996, FORR's average daily return is +0.04%, while the average monthly return is +0.64%. At this rate, an investment would double in approximately 9.1 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%11.13%12.08%4.26%-9.48%
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 1.72%, 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 124.09% 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
1.72%
Beta
0.89
0.13
Upside Capture
88.01%
Downside Capture
124.09%

Return for Risk

Risk / Return Rank

FORR ranks 25 for risk / return — below 25% of stocks on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.


FORR Risk / Return Rank: 2525
Overall Rank
FORR Sharpe Ratio Rank: 2222
Sharpe Ratio Rank
FORR Sortino Ratio Rank: 2323
Sortino Ratio Rank
FORR Omega Ratio Rank: 2424
Omega Ratio Rank
FORR Calmar Ratio Rank: 2828
Calmar Ratio Rank
FORR Martin Ratio Rank: 2929
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 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.


FORRBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

-2.24

Sortino ratioReturn per unit of downside risk

-2.80

Omega ratioGain probability vs. loss probability

0.96

1.32

-0.37

Calmar ratioReturn relative to maximum drawdown

-0.44

2.46

-2.89

Martin ratioReturn relative to average drawdown

-0.73

10.92

-11.65

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$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 92.02%, occurring on Apr 10, 2026. The portfolio has not yet recovered.

The current Forrester Research, Inc. drawdown is 88.39%.


Related event

Drawdown

Fall

Recovery

Underwater

2026 bear market2026
-92.02%Apr 2026
25y 10mo
26y 10dJun 2000 - now
1999 bear market1999
-53.86%Jul 1999
5mo 19d4mo 11d
10moJan 1999 - Nov 1999
Dot-com crash2000–2002
-50.50%Apr 2000
29d2mo
2mo 29dMar 2000 - Jun 2000
1997 bear market1997
-43.28%Apr 1997
3mo 14d1mo 7d
4mo 21dJan 1997 - May 1997
1998 bear market1998
-41.09%Jan 1998
7mo 22d1mo 25d
9mo 17dJun 1997 - Mar 1998

Drawdown Indicators


FORRBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-92.02%

-56.78%

-35.24%

Max Drawdown (1Y)

Largest decline over 1 year

-55.03%

-9.10%

-45.93%

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 Drawdown

Current decline from peak

-88.39%

-3.21%

-85.18%

Average Drawdown

Average peak-to-trough decline

-52.01%

-10.71%

-41.30%

Ulcer Index

Depth and duration of drawdowns from previous peaks

32.92%

2.04%

+30.88%

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 0.4. 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 FORR in comparison with other companies in the Consulting Services industry. Currently, FORR has a P/B value of 1.3. 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

Values in undefined except per share items
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