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Cadre Holdings, Inc.NYSE:CDRE Stock Report

Market Cap US$1.3b
Share Price
US$30.31
US$48.8
37.9% undervalued intrinsic discount
1Y-7.3%
7D1.8%
1D
Portfolio Value
View

Cadre Holdings, Inc.

NYSE:CDRE Stock Report

Market Cap: US$1.3b

Cadre Holdings (CDRE) Stock Overview

Manufactures and distributes safety equipment and other related products that provides protection to users in hazardous or life-threatening situations in the United States and internationally. More details

CDRE fundamental analysis
Snowflake Score
Valuation4/6
Future Growth3/6
Past Performance1/6
Financial Health3/6
Dividends2/6

CDRE Community Fair Values

Create Narrative

See what 16 others think this stock is worth. Follow their fair value or set your own to get alerts.

Cadre Holdings, Inc. Competitors

Price History & Performance

Summary of share price highs, lows and changes for Cadre Holdings
Historical stock prices
Current Share PriceUS$30.31
52 Week HighUS$48.76
52 Week LowUS$25.73
Beta1.32
1 Month Change2.89%
3 Month Change-28.24%
1 Year Change-7.28%
3 Year Change43.38%
5 Year Changen/a
Change since IPO98.23%

Recent News & Updates

Analysis Article May 18

Cadre Holdings' (NYSE:CDRE) Soft Earnings Are Actually Better Than They Appear

Soft earnings didn't appear to concern Cadre Holdings, Inc.'s ( NYSE:CDRE ) shareholders over the last week. We think...
Narrative Update May 13

CDRE: M&A Pipeline And Backlog Will Support Future Earnings Resilience

Narrative Update on Cadre Holdings The average analyst price target for Cadre Holdings has been reduced by $5 to $40, as analysts factor in recent price target cuts tied to mixed quarterly earnings, acquisition related expenses, a higher discount rate, slightly softer revenue growth assumptions, and a modestly higher profit margin profile. Analyst Commentary Recent research updates on Cadre Holdings highlight a mixed tone, with several bearish analysts trimming price targets and flagging execution questions despite generally constructive longer term views.

Recent updates

Analysis Article May 18

Cadre Holdings' (NYSE:CDRE) Soft Earnings Are Actually Better Than They Appear

Soft earnings didn't appear to concern Cadre Holdings, Inc.'s ( NYSE:CDRE ) shareholders over the last week. We think...
Narrative Update May 13

CDRE: M&A Pipeline And Backlog Will Support Future Earnings Resilience

Narrative Update on Cadre Holdings The average analyst price target for Cadre Holdings has been reduced by $5 to $40, as analysts factor in recent price target cuts tied to mixed quarterly earnings, acquisition related expenses, a higher discount rate, slightly softer revenue growth assumptions, and a modestly higher profit margin profile. Analyst Commentary Recent research updates on Cadre Holdings highlight a mixed tone, with several bearish analysts trimming price targets and flagging execution questions despite generally constructive longer term views.
Narrative Update Apr 29

CDRE: M&A Pipeline And Nuclear Safety Backlog Will Support Future Upside

Analysts have reset their price target on Cadre Holdings to $45, citing recent target cuts along with modestly higher long term revenue growth and profit margin assumptions, as well as a slightly lower future P/E expectation that together support a steadier outlook for the core business despite recent earnings volatility. Analyst Commentary Recent Street commentary around Cadre has centered on balancing a reset in expectations with continued confidence in the core story.
Narrative Update Apr 14

CDRE: Dividend Raise And Pullback Will Support Future Upside Potential

Analysts have reduced their blended price target on Cadre Holdings to $45 from $55, citing the recent Q4 earnings miss and weakness in nuclear safety revenue. They also note that the recent 13% pullback could represent a potential entry point for investors who believe the core story remains intact.
Seeking Alpha Apr 01

Cadre Holdings: Nuclear Stock Meltdown Creates Upgraded Strong Buy Opportunity

Summary Cadre Holdings is upgraded to a strong buy, with a $49.27 base case price target, offering 61% upside after a 25% stock decline. Q4 results disappointed due to a 5% sales drop and margin compression, but timing of contract shifts, not lost business, drove the miss. Alpha Safety acquisition underperformed as US policy shifts reduced plutonium downblending demand, raising concerns about acquisition value. CDRE targets 22.4% sales growth and 24% adjusted EBITDA growth in 2026, driven by TYR Tactical acquisition and accelerating organic growth. Read the full article on Seeking Alpha
Narrative Update Mar 31

CDRE: Higher P/E Assumptions And M&A Pipeline Will Shape Future Upside

Analysts have trimmed their fair value estimate for Cadre Holdings from $50 to $45, citing a higher discount rate, slightly lower profit margin expectations, and a recent Q4 earnings miss in nuclear safety. They still view the recent selloff as consistent with a higher future P/E assumption and believe the core story remains intact.
Narrative Update Mar 17

CDRE: Earnings Reset And M&A Pipeline Will Support Future Upside

Analysts have made a modest upward adjustment to the price target for Cadre Holdings to $48.80. This reflects updated views that balance Jefferies' reduced $45 target after the Q4 miss and nuclear safety weakness with recent target increases from Lake Street and Roth Capital, and incorporates revised assumptions on growth, margins, discount rate and future P/E.
Narrative Update Mar 03

CDRE: Higher P/E Assumptions And Dividend Policy Will Shape Risk Reward Balance

Analysts have lifted their price target on Cadre Holdings to $50.00 from $26.00, citing updated assumptions around lower discount rates, adjusted revenue growth expectations, slightly higher profit margins, and a higher assumed future P/E multiple. Analyst Commentary Recent research updates on Cadre Holdings have centered on refreshed assumptions around discount rates, revenue trajectories, profit margins, and the P/E multiple used in valuation work.
Narrative Update Feb 17

CDRE: Dividend Raise And Refined Assumptions Will Support Future Upside Potential

Narrative Update on Cadre Holdings Analysts have raised their price targets on Cadre Holdings by a combined $5, citing updated assumptions for the discount rate, revenue growth, profit margin, and future P/E. These changes keep the estimated fair value steady at $62.00 per share.
Narrative Update Feb 02

CDRE: Dividend Increase And Expanded Margin Outlook Will Support Upside Potential

Analysts have raised their price target on Cadre Holdings from US$50 to US$62, citing updated assumptions around fair value, a lower discount rate, slightly revised revenue growth expectations, improved profit margin forecasts, and an increased future P/E multiple. What's in the News Cadre Holdings announced a quarterly cash dividend of US$0.10 per share on its common stock, which equates to US$0.40 per share on an annualized basis.
Narrative Update Jan 19

CDRE: Maintained Conviction In Undervalued Shares Will Support Future Upside

Analysts have maintained their price target for Cadre Holdings at US$48.50, noting only minor adjustments to the discount rate, revenue growth, profit margin, and forward P/E assumptions that do not materially change their overall view of the stock. Valuation Changes Fair Value: Maintained at US$48.50, with no change in the estimated intrinsic value per share.
Analysis Article Jan 08

Cadre Holdings (NYSE:CDRE) Has A Pretty Healthy Balance Sheet

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
Narrative Update Jan 05

CDRE: Nuclear Group Transparency And AI Energy Themes Will Support Future Upside

Narrative Update on Cadre Holdings The consensus analyst price target for Cadre Holdings has shifted higher, supported by recent investor day takeaways where analysts cited increased confidence in the company's nuclear safety and nuclear group opportunities, with individual firm targets moving from about $35 to $44 and from $41 to $43. Analyst Commentary Analysts who updated their models after the recent investor day are largely focused on how the nuclear safety and Nuclear Group stories flow through to growth, execution, and valuation.
Narrative Update Dec 21

CDRE: Nuclear Safety Platform And AI Power Demand Will Drive Future Upside

Analysts have modestly raised their price target on Cadre Holdings into the mid $40s per share, reflecting increased conviction in the company’s nuclear safety platform and long term growth runway highlighted at its recent investor day. Analyst Commentary Analyst commentary following the investor day has been broadly constructive, centering on improved transparency around the nuclear safety platform and the durability of the company’s core operations.
Narrative Update Dec 07

CDRE: Nuclear Safety Transparency And AI-Driven Energy Demand Will Drive Upside

Analysts raised their price target on Cadre Holdings to $44 from $35, citing increased visibility and confidence in the company’s expanding nuclear safety and energy segments as key drivers of the upward revision. Analyst Commentary Bullish analysts framed the higher price targets as a function of both improved visibility into Cadre Holdings' nuclear safety operations and sustained execution in its legacy businesses, arguing that the company now has a clearer multi year growth narrative that justifies a premium valuation.
Narrative Update Nov 23

CDRE: Greater Transparency In Nuclear Segment Will Fuel Renewed Confidence

Analysts have modestly increased their price targets for Cadre Holdings, raising expectations by $2 to $44 per share. They cite greater transparency and growth potential in the company's expanding nuclear segment.
Narrative Update Nov 08

CDRE: Expanded Nuclear Segment Will Drive New Era of Value Creation

Cadre Holdings' analyst price target was raised significantly, increasing from $41.17 to $48.50 per share. Analysts cite stronger growth prospects in its nuclear segment and greater business transparency following recent investor updates.
Analysis Article Oct 28

Cadre Holdings (NYSE:CDRE) Has Affirmed Its Dividend Of $0.095

Cadre Holdings, Inc.'s ( NYSE:CDRE ) investors are due to receive a payment of $0.095 per share on 14th of November...
Narrative Update Oct 25

Nuclear Safety Platform Will Drive Long-Term Expansion And Underpin Market Confidence

Cadre Holdings' analyst price target has been raised from $40.60 to $41.17. Analysts cite increased confidence in the company's nuclear safety platform and long-term growth opportunities highlighted at its recent investor day.
Narrative Update Oct 10

Protective Equipment And Nuclear Safety Will Foster Market Resilience

Cadre Holdings’ analyst price target has been raised from $38.50 to $40.60, reflecting analysts’ increased confidence following positive updates on the company’s nuclear safety business and its growth prospects. Analyst Commentary Analysts have issued updated commentary following recent announcements and investor day events at Cadre Holdings, highlighting both the company’s strengths and ongoing areas of scrutiny.
Narrative Update Sep 05

Protective Equipment And Nuclear Safety Will Foster Market Resilience

Consensus revenue growth forecasts for Cadre Holdings have modestly improved while the future P/E multiple has slightly declined, resulting in no change to the analyst price target, which remains at $38.50. What's in the News Cadre Holdings issued full-year 2025 earnings guidance, expecting net sales between $624 million and $630 million.
Analysis Article Aug 29

Cadre Holdings, Inc.'s (NYSE:CDRE) Popularity With Investors Is Clear

With a price-to-earnings (or "P/E") ratio of 33x Cadre Holdings, Inc. ( NYSE:CDRE ) may be sending very bearish signals...
Analysis Article Aug 08

Cadre Holdings, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions

NYSE:CDRE 1 Year Share Price vs Fair Value Explore Cadre Holdings's Fair Values from the Community and select yours...
Analysis Article Jul 26

Cadre Holdings (NYSE:CDRE) Has Affirmed Its Dividend Of $0.095

Cadre Holdings, Inc. ( NYSE:CDRE ) will pay a dividend of $0.095 on the 15th of August. This payment means the dividend...
Analysis Article Jun 24

Cadre Holdings (NYSE:CDRE) Seems To Use Debt Quite Sensibly

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Analysis Article May 24

Is There An Opportunity With Cadre Holdings, Inc.'s (NYSE:CDRE) 36% Undervaluation?

Key Insights Cadre Holdings' estimated fair value is US$50.85 based on 2 Stage Free Cash Flow to Equity Cadre Holdings...
Analysis Article May 09

Cadre Holdings, Inc. Beat Analyst Estimates: See What The Consensus Is Forecasting For This Year

Cadre Holdings, Inc. ( NYSE:CDRE ) just released its latest first-quarter results and things are looking bullish. It...
Analysis Article May 08

Cadre Holdings, Inc.'s (NYSE:CDRE) 25% Jump Shows Its Popularity With Investors

Those holding Cadre Holdings, Inc. ( NYSE:CDRE ) shares would be relieved that the share price has rebounded 25% in the...
Analysis Article Apr 28

At US$30.45, Is Cadre Holdings, Inc. (NYSE:CDRE) Worth Looking At Closely?

Cadre Holdings, Inc. ( NYSE:CDRE ), is not the largest company out there, but it saw significant share price movement...
Seeking Alpha Apr 12

Cadre Holdings: Slowing Organic Growth No Longer Justifies Premium Valuation

Summary Cadre Holdings, Inc. saw significant Q4 growth with a 41% revenue increase and an 86% rise in adjusted EBITDA, driven by delayed Q3 revenue. Despite Q4 growth, future guidance shows modest revenue and EBITDA growth, with potential tariff impacts of $18-$22 million on EBITDA. Cadre appears overvalued compared to its peers, and its slowing growth no longer justifies this premium valuation. Given near term headwinds, I suggest that bulls on the company wait until the second half of the year to buy, when things could get better for the company. Read the full article on Seeking Alpha
Analysis Article Feb 17

Is Cadre Holdings (NYSE:CDRE) A Risky Investment?

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
Analysis Article Jan 25

Cadre Holdings' (NYSE:CDRE) Upcoming Dividend Will Be Larger Than Last Year's

Cadre Holdings, Inc. ( NYSE:CDRE ) will increase its dividend on the 14th of February to $0.095, which is 8.6% higher...
Seeking Alpha Jan 21

Cadre Holdings: Now A Low Risk New Nuclear Play

Summary I am increasing my position in Cadre Holdings due to its expansion into the nuclear industry, which has significant growth potential. Cadre's unique operating model and strategic acquisitions in mission-critical markets, including law enforcement, military, and now nuclear, drive revenue and margin growth. The recent acquisition of Alpha Safety and Carrs Group's nuclear assets significantly strengthens Cadre's product base and geographical reach in the nuclear sector. My updated model predicts a 100% share price upside, driven by increased margins, accelerated revenue growth, and Cadre's strong position in a growing nuclear market. Read the full article on Seeking Alpha
Analysis Article Jan 17

Some Investors May Be Worried About Cadre Holdings' (NYSE:CDRE) Returns On Capital

If you're looking for a multi-bagger, there's a few things to keep an eye out for. In a perfect world, we'd like to see...
Analysis Article Dec 21

At US$33.95, Is It Time To Put Cadre Holdings, Inc. (NYSE:CDRE) On Your Watch List?

Cadre Holdings, Inc. ( NYSE:CDRE ), might not be a large cap stock, but it saw significant share price movement during...
Analysis Article Nov 14

Cadre Holdings' (NYSE:CDRE) Soft Earnings Don't Show The Whole Picture

Soft earnings didn't appear to concern Cadre Holdings, Inc.'s ( NYSE:CDRE ) shareholders over the last week. We did...

Shareholder Returns

CDREUS Aerospace & DefenseUS Market
7D1.8%3.8%1.1%
1Y-7.3%30.6%28.7%

Return vs Industry: CDRE underperformed the US Aerospace & Defense industry which returned 30.2% over the past year.

Return vs Market: CDRE underperformed the US Market which returned 28.7% over the past year.

Price Volatility

Is CDRE's price volatile compared to industry and market?
CDRE volatility
CDRE Average Weekly Movement9.1%
Aerospace & Defense Industry Average Movement9.3%
Market Average Movement7.2%
10% most volatile stocks in US Market16.5%
10% least volatile stocks in US Market3.1%

Stable Share Price: CDRE has not had significant price volatility in the past 3 months compared to the US market.

Volatility Over Time: CDRE's weekly volatility (9%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
19642,533Warren Kanderswww.cadre-holdings.com

Cadre Holdings, Inc. manufactures and distributes safety equipment and other related products that provides protection to users in hazardous or life-threatening situations in the United States and internationally. It operates through two segments, Product and Distribution. The company offers body armor product, such as concealable, corrections, and tactical armor under the Safariland and Protech Tactical brand names; survival suits, remotely operated vehicles, specialty tools, blast sensors, accessories, and vehicle blast attenuation seats for bomb safety technicians; bomb suits; duty gear, including belts and accessories; and other protective equipment comprising communications gear, forensic and investigation products, firearms cleaning solutions, and crowd control products.

Cadre Holdings, Inc. Fundamentals Summary

How do Cadre Holdings's earnings and revenue compare to its market cap?
CDRE fundamental statistics
Market capUS$1.30b
Earnings (TTM)US$36.87m
Revenue (TTM)US$635.63m
35.2x
P/E Ratio
2.0x
P/S Ratio

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
CDRE income statement (TTM)
RevenueUS$635.63m
Cost of RevenueUS$368.11m
Gross ProfitUS$267.52m
Other ExpensesUS$230.65m
EarningsUS$36.87m

Last Reported Earnings

Mar 31, 2026

Next Earnings Date

n/a

Earnings per share (EPS)0.86
Gross Margin42.09%
Net Profit Margin5.80%
Debt/Equity Ratio109.1%

How did CDRE perform over the long term?

See historical performance and comparison

Dividends

1.3%
Current Dividend Yield
43%
Payout Ratio

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/05/24 13:13
End of Day Share Price 2026/05/22 00:00
Earnings2026/03/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Cadre Holdings, Inc. is covered by 9 analysts. 5 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Ronald EpsteinBofA Global Research
Jeffrey Van SinderenB. Riley Securities, Inc.
Lawrence SolowCJS Securities, Inc.