NASDAQ:OTEX | Roast Me | OPEN TEXT CORP

58/120 All 120 Win/Lose results shown below

Every strict quarterly win earns 1 point. A loss, tie, or unavailable scoring value earns 0. Gray context columns never affect the score. CEO quarterly pay is the explicitly marked annual ÷ 4 estimate.

Trailing 1 year (4 quarters): 2 wins, 10 lossesLast fetched: 4 Sept 2026

Complete point ledger

Each cell identifies the missing side explicitly. Unavailable evidence scores 0 only in Win/Lose columns; gray columns award no points.

QuarterTotal returnRevenue growthEPS growthNet marginNon-scoringTrailing P/ENon-scoringPrice/bookNon-scoringCEO quarterly payNon-scoringImplied DilutionNon-scoringImplied BuybackNon-scoring
2026-Q21/3 LoseOTEX / S&P
0.77% / 15.20%
LoseOTEX / S&P
1.51% / 15.00%
WinOTEX / S&P
55.42% / 50.40%
Non-scoringOTEX / S&P
12.26% / 15.70%
Non-scoringOTEX / S&P
8.34 / 28.47
Non-scoringOTEX / S&P
1.34 / S&P unavailable
Non-scoringOTEX / S&P
OTEX unavailable / S&P unavailable
Non-scoringOTEX / S&P
OTEX unavailable / $0.00b
Non-scoringOTEX / S&P
OTEX unavailable / $0.36b
2026-Q10/3 LoseOTEX / S&P
-31.00% / -4.33%
LoseOTEX / S&P
-0.23% / 11.30%
LoseOTEX / S&P
-15.92% / 27.70%
Non-scoringOTEX / S&P
9.91% / 14.80%
Non-scoringOTEX / S&P
10.44 / 25.43
Non-scoringOTEX / S&P
1.36 / S&P unavailable
Non-scoringOTEX / S&P
OTEX unavailable / S&P unavailable
Non-scoringOTEX / S&P
OTEX unavailable / $0.27b
Non-scoringOTEX / S&P
OTEX unavailable / $0.00b
2025-Q40/3 LoseOTEX / S&P
-12.13% / 2.65%
LoseOTEX / S&P
-4.30% / 9.00%
LoseOTEX / S&P
-30.49% / 13.40%
Non-scoringOTEX / S&P
8.42% / 13.20%
Non-scoringOTEX / S&P
18.79 / 28.48
Non-scoringOTEX / S&P
2.03 / 5.39
Non-scoringOTEX / S&P
OTEX unavailable / $4.42m
Non-scoringOTEX / S&P
OTEX unavailable / $0.00b
Non-scoringOTEX / S&P
OTEX unavailable / $0.20b
2025-Q31/3 WinOTEX / S&P
29.07% / 8.12%
LoseOTEX / S&P
-7.58% / 4.61%
LoseOTEX / S&P
10.98% / 13.45%
Non-scoringOTEX / S&P
9.60% / 11.78%
Non-scoringOTEX / S&P
18.91 / 28.13
Non-scoringOTEX / S&P
2.38 / 5.27
Non-scoringOTEX / S&P
OTEX unavailable / $4.42m
Non-scoringOTEX / S&P
OTEX unavailable / $0.11b
Non-scoringOTEX / S&P
OTEX unavailable / $0.00b
2025-Q21/3 WinOTEX / S&P
16.68% / 10.94%
LoseOTEX / S&P
-10.42% / 4.83%
LoseOTEX / S&P
-2.92% / 10.63%
Non-scoringOTEX / S&P
8.43% / 11.45%
Non-scoringOTEX / S&P
17.07 / 27.10
Non-scoringOTEX / S&P
1.89 / 5.01
Non-scoringOTEX / S&P
OTEX unavailable / $4.42m
Non-scoringOTEX / S&P
OTEX unavailable / $0.00b
Non-scoringOTEX / S&P
OTEX unavailable / $0.23b
2025-Q11/3 LoseOTEX / S&P
-9.89% / -4.27%
LoseOTEX / S&P
-11.50% / 4.98%
WinOTEX / S&P
295.16% / 10.57%
Non-scoringOTEX / S&P
12.55% / 11.39%
Non-scoringOTEX / S&P
10.01 / 26.23
Non-scoringOTEX / S&P
1.59 / 4.69
Non-scoringOTEX / S&P
OTEX unavailable / $4.42m
Non-scoringOTEX / S&P
OTEX unavailable / $0.00b
Non-scoringOTEX / S&P
OTEX unavailable / $0.10b
2024-Q41/3 LoseOTEX / S&P
-14.17% / 2.41%
LoseOTEX / S&P
-4.97% / 5.25%
WinOTEX / S&P
423.40% / 6.15%
Non-scoringOTEX / S&P
12.21% / 11.29%
Non-scoringOTEX / S&P
11.30 / 28.60
Non-scoringOTEX / S&P
1.77 / 4.99
Non-scoringOTEX / S&P
OTEX unavailable / $4.28m
Non-scoringOTEX / S&P
OTEX unavailable / $0.00b
Non-scoringOTEX / S&P
OTEX unavailable / $0.08b
2024-Q33/3 WinOTEX / S&P
11.71% / 5.89%
WinOTEX / S&P
10.97% / 5.89%
WinOTEX / S&P
34.11% / 6.11%
Non-scoringOTEX / S&P
8.35% / 10.87%
Non-scoringOTEX / S&P
18.86 / 28.09
Non-scoringOTEX / S&P
2.14 / 4.94
Non-scoringOTEX / S&P
OTEX unavailable / $4.28m
Non-scoringOTEX / S&P
OTEX unavailable / $0.00b
Non-scoringOTEX / S&P
OTEX unavailable / $0.21b
2024-Q22/3 LoseOTEX / S&P
-21.96% / 4.28%
WinOTEX / S&P
28.64% / 5.38%
WinOTEX / S&P
205.36% / 5.12%
Non-scoringOTEX / S&P
8.06% / 10.85%
Non-scoringOTEX / S&P
17.30 / 27.64
Non-scoringOTEX / S&P
1.92 / 4.79
Non-scoringOTEX / S&P
OTEX unavailable / $4.28m
Non-scoringOTEX / S&P
OTEX unavailable / $0.00b
Non-scoringOTEX / S&P
OTEX unavailable / $0.36b
2024-Q11/3 LoseOTEX / S&P
-6.99% / 10.56%
WinOTEX / S&P
51.37% / 5.71%
LoseOTEX / S&P
-44.64% / 5.59%
Non-scoringOTEX / S&P
2.85% / 10.81%
Non-scoringOTEX / S&P
62.95 / 27.02
Non-scoringOTEX / S&P
2.56 / 4.71
Non-scoringOTEX / S&P
OTEX unavailable / $4.28m
Non-scoringOTEX / S&P
OTEX unavailable / $0.00b
Non-scoringOTEX / S&P
OTEX unavailable / $0.12b
2023-Q42/3 WinOTEX / S&P
20.46% / 11.69%
WinOTEX / S&P
61.16% / 6.81%
LoseOTEX / S&P
-60.50% / 7.78%
Non-scoringOTEX / S&P
2.24% / 11.19%
Non-scoringOTEX / S&P
89.67 / 24.35
Non-scoringOTEX / S&P
2.84 / 4.31
Non-scoringOTEX / S&P
OTEX unavailable / $4.08m
Non-scoringOTEX / S&P
OTEX unavailable / $0.00b
Non-scoringOTEX / S&P
OTEX unavailable / $0.01b
2023-Q32/3 LoseOTEX / S&P
-14.99% / -3.27%
WinOTEX / S&P
43.97% / 7.52%
WinOTEX / S&P
134.55% / -5.03%
Non-scoringOTEX / S&P
6.88% / 10.84%
Non-scoringOTEX / S&P
27.34 / 23.93
Non-scoringOTEX / S&P
2.37 / 3.98
Non-scoringOTEX / S&P
OTEX unavailable / $4.08m
Non-scoringOTEX / S&P
OTEX unavailable / $0.00b
Non-scoringOTEX / S&P
OTEX unavailable / $0.24b
2023-Q21/3 LoseOTEX / S&P
8.42% / 8.74%
WinOTEX / S&P
28.37% / 9.50%
LoseOTEX / S&P
-61.64% / -8.57%
Non-scoringOTEX / S&P
3.35% / 10.88%
Non-scoringOTEX / S&P
74.85 / 24.01
Non-scoringOTEX / S&P
2.80 / 4.19
Non-scoringOTEX / S&P
OTEX unavailable / $4.08m
Non-scoringOTEX / S&P
OTEX unavailable / $0.00b
Non-scoringOTEX / S&P
OTEX unavailable / $0.17b
2023-Q12/3 WinOTEX / S&P
30.99% / 7.50%
WinOTEX / S&P
11.81% / 10.77%
LoseOTEX / S&P
-36.00% / -15.69%
Non-scoringOTEX / S&P
7.73% / 10.82%
Non-scoringOTEX / S&P
34.61 / 22.66
Non-scoringOTEX / S&P
2.53 / 3.93
Non-scoringOTEX / S&P
OTEX unavailable / $4.08m
Non-scoringOTEX / S&P
OTEX unavailable / $0.00b
Non-scoringOTEX / S&P
OTEX unavailable / $0.13b
2022-Q41/3 WinOTEX / S&P
13.04% / 7.56%
LoseOTEX / S&P
2.87% / 11.88%
LoseOTEX / S&P
-33.89% / -17.99%
Non-scoringOTEX / S&P
9.01% / 11.09%
Non-scoringOTEX / S&P
25.15 / 22.65
Non-scoringOTEX / S&P
1.94 / 3.75
Non-scoringOTEX / S&P
OTEX unavailable / $3.70m
Non-scoringOTEX / S&P
OTEX unavailable / $0.00b
Non-scoringOTEX / S&P
OTEX unavailable / $0.15b
2022-Q30/3 LoseOTEX / S&P
-29.58% / -4.88%
LoseOTEX / S&P
2.90% / 13.47%
LoseOTEX / S&P
-55.65% / -1.41%
Non-scoringOTEX / S&P
4.22% / 12.28%
Non-scoringOTEX / S&P
48.13 / 20.58
Non-scoringOTEX / S&P
1.85 / 3.60
Non-scoringOTEX / S&P
OTEX unavailable / $3.70m
Non-scoringOTEX / S&P
OTEX unavailable / $0.00b
Non-scoringOTEX / S&P
OTEX unavailable / $0.17b
2022-Q22/3 WinOTEX / S&P
-10.26% / -16.10%
LoseOTEX / S&P
3.18% / 13.71%
WinOTEX / S&P
28.07% / 11.04%
Non-scoringOTEX / S&P
11.37% / 13.03%
Non-scoringOTEX / S&P
25.68 / 20.28
Non-scoringOTEX / S&P
2.53 / 3.78
Non-scoringOTEX / S&P
OTEX unavailable / $3.70m
Non-scoringOTEX / S&P
OTEX unavailable / $0.00b
Non-scoringOTEX / S&P
OTEX unavailable / $0.17b
2022-Q11/3 LoseOTEX / S&P
-10.24% / -4.60%
LoseOTEX / S&P
4.99% / 15.97%
WinOTEX / S&P
212.50% / 42.23%
Non-scoringOTEX / S&P
13.66% / 14.22%
Non-scoringOTEX / S&P
24.06 / 22.19
Non-scoringOTEX / S&P
2.83 / 4.51
Non-scoringOTEX / S&P
OTEX unavailable / $3.70m
Non-scoringOTEX / S&P
OTEX unavailable / $0.00b
Non-scoringOTEX / S&P
OTEX unavailable / $0.20b
2021-Q41/3 LoseOTEX / S&P
-2.12% / 11.03%
LoseOTEX / S&P
4.08% / 15.00%
WinOTEX / S&P
445.45% / 96.40%
Non-scoringOTEX / S&P
14.35% / 15.13%
Non-scoringOTEX / S&P
26.10 / 23.63
Non-scoringOTEX / S&P
3.12 / 4.73
Non-scoringOTEX / S&P
OTEX unavailable / $3.63m
Non-scoringOTEX / S&P
OTEX unavailable / $0.00b
Non-scoringOTEX / S&P
OTEX unavailable / $0.13b
2021-Q30/3 LoseOTEX / S&P
-3.67% / 0.58%
LoseOTEX / S&P
6.14% / 10.77%
LoseOTEX / S&P
27.84% / 69.42%
Non-scoringOTEX / S&P
9.93% / 14.13%
Non-scoringOTEX / S&P
39.16 / 25.35
Non-scoringOTEX / S&P
3.16 / 4.38
Non-scoringOTEX / S&P
OTEX unavailable / $3.63m
Non-scoringOTEX / S&P
OTEX unavailable / $0.00b
Non-scoringOTEX / S&P
OTEX unavailable / $0.19b
2021-Q21/3 LoseOTEX / S&P
6.93% / 8.55%
WinOTEX / S&P
8.89% / 6.58%
LoseOTEX / S&P
32.56% / 51.81%
Non-scoringOTEX / S&P
9.17% / 13.34%
Non-scoringOTEX / S&P
44.40 / 26.70
Non-scoringOTEX / S&P
3.37 / 4.43
Non-scoringOTEX / S&P
OTEX unavailable / $3.63m
Non-scoringOTEX / S&P
OTEX unavailable / $0.00b
Non-scoringOTEX / S&P
OTEX unavailable / $0.11b
2021-Q11/3 LoseOTEX / S&P
5.42% / 6.17%
WinOTEX / S&P
9.53% / -1.06%
LoseOTEX / S&P
-46.15% / 7.39%
Non-scoringOTEX / S&P
4.69% / 11.60%
Non-scoringOTEX / S&P
83.60 / 30.50
Non-scoringOTEX / S&P
3.23 / 4.23
Non-scoringOTEX / S&P
OTEX unavailable / $3.63m
Non-scoringOTEX / S&P
OTEX unavailable / $0.00b
Non-scoringOTEX / S&P
OTEX unavailable / $0.10b
2020-Q41/3 LoseOTEX / S&P
8.11% / 12.15%
WinOTEX / S&P
12.48% / -3.72%
LoseOTEX / S&P
-72.73% / -33.42%
Non-scoringOTEX / S&P
2.73% / 8.86%
Non-scoringOTEX / S&P
137.30 / 39.26
Non-scoringOTEX / S&P
3.10 / 4.05
Non-scoringOTEX / S&P
OTEX unavailable / $3.17m
Non-scoringOTEX / S&P
OTEX unavailable / $0.00b
Non-scoringOTEX / S&P
OTEX unavailable / $0.01b
2020-Q32/3 LoseOTEX / S&P
-0.19% / 8.93%
WinOTEX / S&P
10.98% / -2.04%
WinOTEX / S&P
-19.17% / -27.10%
Non-scoringOTEX / S&P
8.18% / 9.24%
Non-scoringOTEX / S&P
43.68 / 34.27
Non-scoringOTEX / S&P
2.83 / 3.65
Non-scoringOTEX / S&P
OTEX unavailable / $3.17m
Non-scoringOTEX / S&P
OTEX unavailable / $0.02b
Non-scoringOTEX / S&P
OTEX unavailable / $0.00b
2020-Q23/3 WinOTEX / S&P
22.17% / 20.54%
WinOTEX / S&P
8.40% / -0.46%
WinOTEX / S&P
-18.87% / -27.11%
Non-scoringOTEX / S&P
7.53% / 9.37%
Non-scoringOTEX / S&P
49.31 / 31.29
Non-scoringOTEX / S&P
2.88 / 3.44
Non-scoringOTEX / S&P
OTEX unavailable / $3.17m
Non-scoringOTEX / S&P
OTEX unavailable / $0.00b
Non-scoringOTEX / S&P
OTEX unavailable / $0.03b
2020-Q12/3 LoseOTEX / S&P
-20.44% / -19.60%
WinOTEX / S&P
5.37% / 3.47%
WinOTEX / S&P
1.96% / -14.75%
Non-scoringOTEX / S&P
9.23% / 10.68%
Non-scoringOTEX / S&P
33.90 / 22.80
Non-scoringOTEX / S&P
2.37 / 2.92
Non-scoringOTEX / S&P
OTEX unavailable / $3.17m
Non-scoringOTEX / S&P
OTEX unavailable / $0.00b
Non-scoringOTEX / S&P
OTEX unavailable / $0.05b
2019-Q41/3 LoseOTEX / S&P
8.85% / 9.07%
LoseOTEX / S&P
3.25% / 5.36%
WinOTEX / S&P
24.74% / 2.99%
Non-scoringOTEX / S&P
11.13% / 12.81%
Non-scoringOTEX / S&P
36.51 / 22.78
Non-scoringOTEX / S&P
2.98 / 3.53
Non-scoringOTEX / S&P
OTEX unavailable / $3.08m
Non-scoringOTEX / S&P
OTEX unavailable / $0.00b
Non-scoringOTEX / S&P
OTEX unavailable / $0.05b
2019-Q31/3 LoseOTEX / S&P
-0.49% / 1.70%
LoseOTEX / S&P
2.00% / 5.02%
WinOTEX / S&P
33.33% / 0.21%
Non-scoringOTEX / S&P
11.16% / 12.41%
Non-scoringOTEX / S&P
34.08 / 22.44
Non-scoringOTEX / S&P
2.82 / 3.30
Non-scoringOTEX / S&P
OTEX unavailable / $3.08m
Non-scoringOTEX / S&P
OTEX unavailable / $0.00b
Non-scoringOTEX / S&P
OTEX unavailable / $0.09b
2019-Q22/3 WinOTEX / S&P
7.68% / 4.30%
LoseOTEX / S&P
1.90% / 6.64%
WinOTEX / S&P
16.48% / 8.65%
Non-scoringOTEX / S&P
9.95% / 12.79%
Non-scoringOTEX / S&P
38.94 / 21.37
Non-scoringOTEX / S&P
2.86 / 3.32
Non-scoringOTEX / S&P
OTEX unavailable / $3.08m
Non-scoringOTEX / S&P
OTEX unavailable / $0.00b
Non-scoringOTEX / S&P
OTEX unavailable / $0.27b
2019-Q12/3 WinOTEX / S&P
18.35% / 13.65%
LoseOTEX / S&P
5.55% / 8.12%
WinOTEX / S&P
25.93% / 14.29%
Non-scoringOTEX / S&P
9.57% / 12.97%
Non-scoringOTEX / S&P
37.60 / 20.86
Non-scoringOTEX / S&P
2.70 / 3.26
Non-scoringOTEX / S&P
OTEX unavailable / $3.08m
Non-scoringOTEX / S&P
OTEX unavailable / $0.00b
Non-scoringOTEX / S&P
OTEX unavailable / $34.35b
2018-Q41/3 LoseOTEX / S&P
-13.92% / -13.52%
LoseOTEX / S&P
8.01% / 9.05%
WinOTEX / S&P
44.78% / 18.23%
Non-scoringOTEX / S&P
9.19% / 13.10%
Non-scoringOTEX / S&P
33.51 / 19.39
Non-scoringOTEX / S&P
2.31 / 2.94
Non-scoringOTEX / S&P
OTEX unavailable / $3.00m
Non-scoringOTEX / S&P
OTEX unavailable / $0.01b
Non-scoringOTEX / S&P
OTEX unavailable / $0.00b
2018-Q33/3 WinOTEX / S&P
8.52% / 7.71%
WinOTEX / S&P
16.46% / 10.21%
WinOTEX / S&P
69.81% / 19.06%
Non-scoringOTEX / S&P
8.51% / 13.01%
Non-scoringOTEX / S&P
42.19 / 22.25
Non-scoringOTEX / S&P
2.74 / 3.45
Non-scoringOTEX / S&P
OTEX unavailable / $3.00m
Non-scoringOTEX / S&P
OTEX unavailable / $0.00b
Non-scoringOTEX / S&P
OTEX unavailable / $0.17b
2018-Q21/3 LoseOTEX / S&P
1.55% / 3.43%
WinOTEX / S&P
22.88% / 9.03%
LoseOTEX / S&P
-77.91% / 14.46%
Non-scoringOTEX / S&P
8.60% / 12.56%
Non-scoringOTEX / S&P
38.88 / 22.49
Non-scoringOTEX / S&P
2.53 / 3.25
Non-scoringOTEX / S&P
OTEX unavailable / $3.00m
Non-scoringOTEX / S&P
OTEX unavailable / $0.00b
Non-scoringOTEX / S&P
OTEX unavailable / $0.19b
2018-Q11/3 LoseOTEX / S&P
-2.07% / -0.76%
WinOTEX / S&P
29.04% / 7.68%
LoseOTEX / S&P
-81.38% / 12.46%
Non-scoringOTEX / S&P
8.32% / 12.27%
Non-scoringOTEX / S&P
41.03 / 23.41
Non-scoringOTEX / S&P
2.52 / 3.17
Non-scoringOTEX / S&P
OTEX unavailable / $3.00m
Non-scoringOTEX / S&P
OTEX unavailable / $0.00b
Non-scoringOTEX / S&P
OTEX unavailable / $0.08b
2017-Q42/3 WinOTEX / S&P
10.92% / 6.64%
WinOTEX / S&P
34.36% / 7.03%
LoseOTEX / S&P
-85.27% / 13.82%
Non-scoringOTEX / S&P
7.20% / 12.09%
Non-scoringOTEX / S&P
50.01 / 24.25
Non-scoringOTEX / S&P
2.61 / 3.23
Non-scoringOTEX / S&P
OTEX unavailable / $2.92m
Non-scoringOTEX / S&P
OTEX unavailable / $0.00b
Non-scoringOTEX / S&P
OTEX unavailable / $0.05b
2017-Q31/3 LoseOTEX / S&P
2.81% / 4.48%
WinOTEX / S&P
29.70% / 5.68%
LoseOTEX / S&P
-88.79% / 17.57%
Non-scoringOTEX / S&P
6.12% / 12.04%
Non-scoringOTEX / S&P
57.35 / 23.28
Non-scoringOTEX / S&P
2.40 / 3.08
Non-scoringOTEX / S&P
OTEX unavailable / $2.92m
Non-scoringOTEX / S&P
OTEX unavailable / $0.00b
Non-scoringOTEX / S&P
OTEX unavailable / $0.11b
2017-Q22/3 LoseOTEX / S&P
-6.88% / 3.09%
WinOTEX / S&P
25.59% / 4.83%
WinOTEX / S&P
207.46% / 17.74%
Non-scoringOTEX / S&P
44.77% / 11.96%
Non-scoringOTEX / S&P
8.12 / 23.40
Non-scoringOTEX / S&P
2.36 / 3.03
Non-scoringOTEX / S&P
OTEX unavailable / $2.92m
Non-scoringOTEX / S&P
OTEX unavailable / $0.00b
Non-scoringOTEX / S&P
OTEX unavailable / $0.08b
2017-Q13/3 WinOTEX / S&P
10.43% / 6.07%
WinOTEX / S&P
15.81% / 3.67%
WinOTEX / S&P
650.00% / 13.32%
Non-scoringOTEX / S&P
50.49% / 11.75%
Non-scoringOTEX / S&P
8.42 / 23.60
Non-scoringOTEX / S&P
2.56 / 3.01
Non-scoringOTEX / S&P
OTEX unavailable / $2.92m
Non-scoringOTEX / S&P
OTEX unavailable / $0.00b
Non-scoringOTEX / S&P
OTEX unavailable / $20.24b
2016-Q42/3 LoseOTEX / S&P
-4.36% / 3.82%
WinOTEX / S&P
7.02% / 2.09%
WinOTEX / S&P
775.00% / 7.05%
Non-scoringOTEX / S&P
56.84% / 11.37%
Non-scoringOTEX / S&P
7.30 / 23.76
Non-scoringOTEX / S&P
2.33 / 2.91
Non-scoringOTEX / S&P
OTEX unavailable / $2.88m
Non-scoringOTEX / S&P
OTEX unavailable / $0.00b
Non-scoringOTEX / S&P
OTEX unavailable / $1.11b
2016-Q33/3 WinOTEX / S&P
10.04% / 3.85%
WinOTEX / S&P
2.66% / 0.20%
WinOTEX / S&P
522.37% / -3.15%
Non-scoringOTEX / S&P
61.45% / 10.82%
Non-scoringOTEX / S&P
3.41 / 24.22
Non-scoringOTEX / S&P
1.37 / 2.78
Non-scoringOTEX / S&P
OTEX unavailable / $2.88m
Non-scoringOTEX / S&P
OTEX unavailable / $0.00b
Non-scoringOTEX / S&P
OTEX unavailable / $0.16b

Dividend-reinvested, split-adjusted total return

1Y · 2025-08-29 to 2026-08-27

MetricOTEX total returnS&P 500 Total Return Index
Total return-20.84%20.78%
Annualized return-20.84%20.78%

5Y · 2021-09-01 to 2026-08-27

MetricOTEX total returnS&P 500 Total Return Index
Total return-46.72%83.14%
Annualized return-11.83%12.86%

10Y · 2016-09-01 to 2026-08-27

MetricOTEX total returnS&P 500 Total Return Index
Total return0.72%319.30%
Annualized return0.07%15.41%

Calculation rules

window
Latest 40 completed benchmark quarters; unavailable issuer evidence remains visible and scores 0.
return Basis
Issuer adjusted close reinvests distributions and normalizes splits; the S&P 500 Total Return Index is the direct benchmark.
point Rule
Strict same-quarter win = 1. Loss, tie or unavailable evidence = 0. No partial or subjective points.
frequency
Quarter endpoints only.
fundamentals
Trailing-four-quarter issuer revenue and EPS growth use the issuer's normalized government-filed facts.
non Scoring
Net margin, P/E, P/B and other gray context columns never enter the score.

Snapshot captured 2026-09-04.