Jeld-Wen Holding Inc logo

Jeld-Wen Holding Inc(JELD)

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EXPLORE ADVISORIES AND THEIR HISTORY
QUALITY SIGNAL
1-STAR RATING
PASS
LAST CLOSE
$1.74
10/08/2026
(24-hour delay)

Advisory History & Simulated Performance *

*as per simulation (see disclosures)
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Upturn Stock price based on last close iconStock price based on last close
Simulated performance—not actual client returns. Results depend on calculation assumptions and do not guarantee future outcomes. See Disclosures for methodology, assumptions, and limitations.

Advisory Performance History (Simulated)Advisory Performance History info

Simulated performance—not actual client returns. Results depend on calculation assumptions and do not guarantee future outcomes. See Disclosures for methodology, assumptions, and limitations.

Upturn Advisory & Investor View for JELD

10/08/2026: JELD (1-star) is currently NOT-A-BUY. Pass it for now.

Jeld-Wen Holding Inc is a prominent manufacturer of windows and doors, serving both the residential and commercial building sectors. The company’s primary strengths lie in its extensive distribution network and diversified product portfolio, which offer a foothold in both new construction and renovation markets. Its main investment story hinges on successful operational improvements and margin expansion through the Jeld-Wen Excellence Model. However, investors must consider significant risks including high cyclicality tied to the housing market and sensitivity to raw material costs. The stock may suit value-oriented investors who can tolerate cyclical volatility, provided they monitor housing starts and interest rate trends closely.

How to Read the Upturn Advisory

The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.

Company fundamentals, valuation, risks, and news provide supporting context about the business.

Investor Fit

Investor styleFitWhy
Growth investorMixed fitGrowth is largely tied to cyclical construction trends rather than secular disruption.
Momentum investorMixed fitPerformance is highly conditional on the housing market cycle and interest rate signals.
Value investorStrong fitThe stock often trades at valuations reflecting its cyclical risk and margin sensitivity.
Dividend investorWeak fitThe company does not currently pay a cash dividend.
Low-risk investorWeak fitHigh sensitivity to macroeconomic housing cycles creates significant price volatility.

Risk Profile

Risk factorLevelWhy it matters
Price volatilityHighThe stock price is sensitive to housing market data and macroeconomic cycles.
Valuation riskMediumMarket pricing of cyclical stocks can fluctuate significantly based on interest rate expectations.
Competition risk (Housing Products)Medium / highCompetition from large, diversified building product firms and regional players pressures margins.
Business qualityMediumOperational complexity and input cost sensitivity impact consistent profitability.
Dividend incomeLow / noneThe company does not provide a dividend yield to shareholders.
Execution riskMediumSuccess depends on effectively managing manufacturing efficiency across a vast geographic footprint.

Price Behavior

Downtrend
PRICE PATH

Downtrend

The stock has experienced a sustained decline in price over recent periods.

Highly Choppy
PRICE STABILITY

Highly Choppy

The stock has experienced frequent, large price swings that make its near-term movement less predictable.

Analysis of Past Performance

Type Stock
Historic Profit -27.03%
Avg. Invested days 37
Today’s Advisory PASS
Upturn Advisory Rating upturn star rating icon
Upturn Advisory Performance Upturn Advisory Performance icon 3.0
Stock Returns Performance Upturn Returns Performance icon 1.0
Upturn Profits based on simulation icon Profits based on simulation
Upturn last close icon Last Close 10/08/2026

Upturn Scorecard

Upturn Star Rating

★★★★★
JELD receives a 2-star rating, reflecting soft or weak scores across the available pillars. The rating is constrained by weak unit economics, soft quantitative characteristics, and weak price momentum.

Company Fundamentals

★★★★★
JELD has moderate overall fundamentals (3 stars), with soft financial health, soft growth momentum, and solid ownership. In FY2025 versus FY2024, growth and ownership metrics are mixed: negative earnings growth (-228.6%), weak cash generation (FCF margin -3.9%), negative revenue growth (-14.9%).

Financial Health Rating

★★★★★
JELD's financial health is soft, with the relatively strongest area being moderate liquidity, including working-capital and asset support (WC/assets 20.9%). Profitability is weak (1 stars), which helps explain the 2-star overall score.

Growth Momentum Score

★★★★★
JELD's growth profile is soft, with the least-weak measure being revenue growth at -14.9% FY2025 versus FY2024. By comparison, while earnings growth (-228.6%, negative) and free-cash-flow growth (-123.9%, negative) hold the profile back, so recent growth is not broad-based across the business.

Ownership

★★★★★
Institutional ownership is 90.3% and approximately 92.6% of outstanding shares are publicly tradable, supporting liquidity and institutional participation. Insider ownership of 3.37% provides only moderate management-shareholder alignment.

Top 5 Institutional Investors

Turtle Creek Asset Management Inc. 19.20%
Patient Capital Management 8.24%
D. E. Shaw & Co LP 4.86%
AQR Capital Management LLC 4.43%
Vanguard Capital Management, LLC 4.09%

Unit Economics (Per $1K Revenue)

★★★★★
JELD generates approximately $160 of gross profit, $-13 of operating income, and $-39 of free cash flow for every $1,000 of revenue. Based on FY2025 results. Operating losses and cash burn explain the 1-star rating, with weak cash conversion and weak capital efficiency.

Economic Dimensions

★★★★★
Effective Tax Rate: -31.19% (Tax Credit)

Quantitative Style Profile

★★★★★
JELD has a liquid profile. Weak momentum is the primary drawback, while elevated volatility.

Style Classification

Quality Focused

Value-OrientedHigh VolatilitySmall / Mid Cap RiskShort Squeeze RiskHighly Liquid / Institution-Friendly

Key Highlights

Company Size Small-Cap Stock
Market Capitalization 153.57M USD
Price to earnings Ratio -
1Y Target Price 1.93
Price to earnings Ratio -
1Y Target Price 1.93
Volume (30-day avg) 1.7M shares
Beta 2.24
52 Weeks Range 0.93 - 4.92
Updated Date 10/08/2026
52 Weeks Range 0.93 - 4.92
Updated Date 10/08/2026
Dividends yield (FY) -
Basic EPS (TTM) -6.05

How Company Makes Money

Business areaWhat it includesRetail investor read
North America Doors and WindowsManufacturing and sale of residential interior/exterior doors and windows through various sales channels.This is the primary revenue engine, heavily dependent on new home construction and home remodeling spend in North America.
Europe DoorsOperations in European markets focused on door solutions tailored to local building codes.Provides geographic diversification, though performance follows European construction activity.

Analyzing Revenue: Products, Geography and Growth

Revenue by Geography

Geography revenue - Year on Year

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Valuation

Trailing PE -
Forward PE 6.94
Enterprise Value 1.53B
Price to Sales(TTM) 0.05
Enterprise Value 1.53B
Price to Sales(TTM) 0.05
Enterprise Value to Revenue 0.49
Enterprise Value to EBITDA 12.27
Shares Outstanding 86.76M
Shares Floating 80.35M
Shares Outstanding 86.76M
Shares Floating 80.35M
Percent Insiders 3.37
Percent Institutions 90.3

Financial Metrics

🧭 Investment Snapshot

Total Revenue (Scale)

Information icon Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.

Net Income (Profit)

Information icon Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.

Free Cash Flow (Cash Strength)

Information icon Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.

📈 Growth & Strength

Operating Income (Core Profit)

Information icon Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.

EBITDA (Cash Earnings)

Information icon Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.

Gross Profit (Unit Profitability)

Information icon Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.

🛡️ Financial Safety

Cash (Liquidity Buffer)

Information icon Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.

Total Debt (Leverage Risk)

Information icon Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.

Net Working Capital (Short-Term Health)

Information icon Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.

🧱 Balance Sheet Strength

Stockholder Equity (Net Worth)

Information icon Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.

Total Assets (Asset Base)

Information icon The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.

Income Before Tax (Pre-Tax Earnings)

Information icon Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.

⚙️ Cost & Drag Factors

Cost of Revenue (Production Cost)

Information icon Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.

Total Operating Expenses (Operating Cost)

Information icon Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.

Income Tax Expense (Tax Drag)

Information icon Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.

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