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The 3-Year Sharpe Ratio measures the additional return that an investor receives per unit of increase in risk over the past three years. As of today (2026-08-09), Forrester Research's 3-Year Sharpe Ratio is -0.48.
Forrester Research (NAS:FORR) 3-Year Sharpe Ratio Explanation
The 3-Year Sharpe Ratio inidicates the risk-adjusted return of an investment over the past three years. It is calculated as the annualized result of the average three-year monthly excess returns divided by its standard deviation in the three-year period. The monthly excess return is the monthly investment return minus the monthly risk-free rate (typically the 10-year Treasury Constant Maturity Rate). If the risk-free rate for a specific region is not available, U.S. data is used by default.
The greater a portfolio's Sharpe Ratio, the better its risk-adjusted performance. A negative Sharpe Ratio means the risk-free rate is greater than the portfolio’s historical or projected return, or else the portfolio's return is expected to be negative.
Forrester Research 3-Year Sharpe Ratio Related Terms
FORR vs GLAI, EGG, RGP: 3-Year Sharpe Ratio Comparison
For the Consulting Services subindustry, Forrester Research's 3-Year Sharpe Ratio, along with its competitors' market caps and 3-Year Sharpe Ratio data, can be viewed below:
* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.
Forrester Research 3-Year Sharpe Ratio vs Business Services Industry
For the Business Services industry and Industrials sector, Forrester Research's 3-Year Sharpe Ratio distribution charts can be found below:
* The bar in red indicates where Forrester Research's 3-Year Sharpe Ratio falls into.
Forrester Research 3-Year Sharpe Ratio Calculation
The 3-Year Sharpe Ratio measures the performance of an investment such as a stock or portfolio compared to a risk-free asset in the last three years. A stock / portfolio's 3-Year Sharpe Ratio can be calculated by dividing the difference between the three-year average monthly returns of the investment and the risk-free rate, by the standard deviation of the investment returns over the past three years.
Forrester Research (FORR) has a 3-Year Sharpe Ratio of -0.48 as of Aug. 09, 2026. 3-Year Sharpe Ratio measures the additional return that an investor receives per unit of increase in risk over the past three years. View historical data for Forrester Research and its competitors.
Is Forrester Research's 3-Year Sharpe Ratio too high?
Forrester Research's current 3-Year Sharpe Ratio is -0.48. Overall, Forrester Research has a GF Score™ of 65/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does Forrester Research's 3-Year Sharpe Ratio compare to GLAI and EGG?
Forrester Research's 3-Year Sharpe Ratio of -0.48 can be compared against companies in the Business Services industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 3-Year Sharpe Ratio for a Business Services company?
A good 3-Year Sharpe Ratio depends on the Business Services industry context. However, 3-Year Sharpe Ratio should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high 3-Year Sharpe Ratio mean?
A high 3-Year Sharpe Ratio can signal that a stock is expensive relative to its fundamentals. 3-Year Sharpe Ratio measures the additional return that an investor receives per unit of increase in risk over the past three years. View historical data for Forrester Research and its competitors. Forrester Research's current 3-Year Sharpe Ratio is -0.48. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Forrester Research stock overvalued right now?
Based on GuruFocus' analysis, Forrester Research (FORR) is currently considered Fairly Valued. The stock's GF Value™ is $12.02, compared to a current price of $11.82 — trading 1.7% below its estimated fair value. The current 3-Year Sharpe Ratio is -0.48. Forrester Research's overall GF Score™ is 65/100 with 7 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 3-Year Sharpe Ratio calculated?
3-Year Sharpe Ratio is calculated from a company's financial statements. For Forrester Research (FORR), the current 3-Year Sharpe Ratio is -0.48 as of Aug. 09, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.
Is Forrester Research (FORR) Overvalued in 2026?
Based on GuruFocus' analysis, Forrester Research stock appears to be undervalued.
The current stock price of $11.82 is trading 1.7% below its estimated GF Value™ of $12.02.
GuruFocus considers Forrester Research to be Fairly Valued.
Key valuation signals for FORR:
3-Year Sharpe Ratio: -0.48
GF Value™: $12.02 vs. price of $11.82 (1.7% below fair value)
No single metric tells the full story. See the FORR stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Forrester Research Inc provides independent research, data, and advisory services. It operates through the following segments: The Research segment develops and delivers research, connect, and analytics products; The consulting segment includes the revenues and the related costs of the company's consulting organization, and the Events segment is engaged in developing and hosting in-person and virtual events.
65GF Score
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3-Year Sharpe Ratio is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.
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