Accelevation (ACCV)
Market Price (10/6/2026): $16.4 | Market Cap: $2.0 BilSector: Industrials | Industry: Electrical Components & Equipment
Accelevation (ACCV)
Market Price (10/6/2026): $16.4Market Cap: $2.0 BilSector: IndustrialsIndustry: Electrical Components & Equipment
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
Attractive yieldTotal YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 12%, Dividend Yield is 11%, ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is 6.6% Megatrend and thematic driversMegatrends include Automation & Robotics. Themes include Industrial Robotics, Factory Automation, and Process / Warehouse Automation. | Weak multi-year price returns2Y Excs Rtn is -43%, 3Y Excs Rtn is -89% | Expensive valuation multiplesP/EBITPrice/EBIT or Price/(Operating Income) ratio is 53x, P/EPrice/Earnings or Price/(Net Income) is 195x Not cash flow generativeCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is -1.5%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -4.4% High stock price volatilityVol 12M is 130% Key risksACCV key risks include [1] significant customer concentration, Show more. |
| Attractive yieldTotal YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 12%, Dividend Yield is 11%, ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is 6.6% |
| Megatrend and thematic driversMegatrends include Automation & Robotics. Themes include Industrial Robotics, Factory Automation, and Process / Warehouse Automation. |
| Weak multi-year price returns2Y Excs Rtn is -43%, 3Y Excs Rtn is -89% |
| Expensive valuation multiplesP/EBITPrice/EBIT or Price/(Operating Income) ratio is 53x, P/EPrice/Earnings or Price/(Net Income) is 195x |
| Not cash flow generativeCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is -1.5%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -4.4% |
| High stock price volatilityVol 12M is 130% |
| Key risksACCV key risks include [1] significant customer concentration, Show more. |
Qualitative Assessment
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Accelevation (ACCV) stock has lost about 10% since it went public on 9/30/2026 because of the following key factors:
1. Accelevation's IPO priced below its initial target range, indicating cautious investor demand from the outset. The company priced its initial public offering at $18.00 per share on September 29, 2026, which was below the anticipated range of $20.00 to $24.00 per share. This pricing represented a 27% reduction from the top of its original marketed valuation range, suggesting that initial investor interest was not as strong as projected for the data center infrastructure supplier. The stock subsequently lost about 8.56% from its IPO price of $18.00 to close at $16.46 on October 5, 2026.
2. Market sentiment was selective, showing skepticism towards AI data center infrastructure suppliers despite the broader interest in AI. While Accelevation operates in the in-demand data center industry, particularly serving AI data centers, there was a "strong pushback against AI data centers" noted at the time of its IPO. The market demonstrated a more selective appetite for private equity-backed industrial suppliers like Accelevation, favoring "AI-model and chip companies" over infrastructure providers, leading to a more cautious reception for its shares.
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Accelevation (ACCV) stock has lost about 10% since it went public on 9/30/2026 because of the following key factors:
1. Accelevation's IPO priced below its initial target range, indicating cautious investor demand from the outset. The company priced its initial public offering at $18.00 per share on September 29, 2026, which was below the anticipated range of $20.00 to $24.00 per share. This pricing represented a 27% reduction from the top of its original marketed valuation range, suggesting that initial investor interest was not as strong as projected for the data center infrastructure supplier. The stock subsequently lost about 8.56% from its IPO price of $18.00 to close at $16.46 on October 5, 2026.
2. Market sentiment was selective, showing skepticism towards AI data center infrastructure suppliers despite the broader interest in AI. While Accelevation operates in the in-demand data center industry, particularly serving AI data centers, there was a "strong pushback against AI data centers" noted at the time of its IPO. The market demonstrated a more selective appetite for private equity-backed industrial suppliers like Accelevation, favoring "AI-model and chip companies" over infrastructure providers, leading to a more cautious reception for its shares.
3. A significant portion of the IPO proceeds went to selling stockholders rather than primarily raising new capital for the company. Out of the 30 million shares sold in the IPO, two-thirds (20 million shares) were offered by existing stockholders affiliated with Olympus Partners, while Accelevation itself offered only 10 million new shares. This structure meant that a substantial amount of the $540 million raised was for existing investors to cash out, rather than solely injecting fresh capital into the company for its growth initiatives, which can sometimes be viewed less favorably by new public investors.
4. The IPO occurred during a generally cautious period for new listings in the broader market. The U.S. IPO market in September 2026 saw institutional investors becoming "more selective on valuation" and "discriminating hard by sector and story". This overall cautious sentiment, coupled with September being historically known as a challenging month for stocks and looming macroeconomic concerns such as the Iran war, persistent inflation, and volatile oil prices, contributed to a tougher environment for new public companies like Accelevation.
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Stock Movement Drivers
Fundamental Drivers
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Market Drivers
6/30/2026 to 10/5/2026| Return | Correlation | |
|---|---|---|
| ACCV | ||
| Market (SPY) | 3.8% | 61.3% |
| Sector (XLI) | -8.2% | 25.9% |
Fundamental Drivers
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Market Drivers
3/31/2026 to 10/5/2026| Return | Correlation | |
|---|---|---|
| ACCV | ||
| Market (SPY) | 19.4% | 61.3% |
| Sector (XLI) | 5.4% | 25.9% |
Fundamental Drivers
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Market Drivers
9/30/2025 to 10/5/2026| Return | Correlation | |
|---|---|---|
| ACCV | ||
| Market (SPY) | 17.3% | 61.3% |
| Sector (XLI) | 11.3% | 25.9% |
Fundamental Drivers
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Market Drivers
9/30/2023 to 10/5/2026| Return | Correlation | |
|---|---|---|
| ACCV | ||
| Market (SPY) | 87.5% | 61.3% |
| Sector (XLI) | 74.5% | 25.9% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| ACCV Return | - | - | - | - | - | -1% | -1% |
| Peers Return | 49% | -16% | 121% | 64% | 30% | 50% | 788% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 13% | 106% |
Monthly Win Rates [3] | |||||||
| ACCV Win Rate | - | - | - | - | - | 0% | |
| Peers Win Rate | 69% | 33% | 72% | 69% | 56% | 64% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 50% | |
Max Drawdowns [4] | |||||||
| ACCV Max Drawdown | - | - | - | - | - | - | |
| Peers Max Drawdown | -16% | -38% | -22% | -28% | -45% | -28% | |
| S&P 500 Max Drawdown | -5% | -25% | -10% | -8% | -19% | -9% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: ETN, VRT, NVT, FPS.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 10/5/2026 (YTD)
How Low Can It Go
ACCV has limited trading history. Below is the Industrials sector ETF (XLI) in its place.
| Event | XLI | S&P 500 |
|---|---|---|
| 2025 US Tariff Shock | ||
| % Loss | -15.8% | -18.8% |
| % Gain to Breakeven | 18.8% | 23.1% |
| Time to Breakeven | 34 days | 79 days |
| Summer-Fall 2023 Five Percent Yield Shock | ||
| % Loss | -11.7% | -9.5% |
| % Gain to Breakeven | 13.2% | 10.5% |
| Time to Breakeven | 45 days | 24 days |
| 2022 Inflation Shock & Fed Tightening | ||
| % Loss | -20.1% | -24.5% |
| % Gain to Breakeven | 25.1% | 32.4% |
| Time to Breakeven | 125 days | 427 days |
| 2020 COVID-19 Crash | ||
| % Loss | -41.6% | -33.7% |
| % Gain to Breakeven | 71.2% | 50.9% |
| Time to Breakeven | 231 days | 140 days |
| Q4 2018 Fed Policy Error / Growth Scare | ||
| % Loss | -23.7% | -19.2% |
| % Gain to Breakeven | 31.1% | 23.8% |
| Time to Breakeven | 120 days | 105 days |
| 2015-2016 China Devaluation / Global Growth Scare | ||
| % Loss | -11.1% | -12.2% |
| % Gain to Breakeven | 12.5% | 13.9% |
| Time to Breakeven | 51 days | 62 days |
In The Past
State Street Industrial Select Sector SPDR ETF's stock fell -15.8% during the 2025 US Tariff Shock. Such a loss loss requires a 18.8% gain to breakeven.
Preserve Wealth
Limiting losses and compounding gains is essential to preserving wealth.
Asset Allocation
Actively managed asset allocation strategies protect wealth. Learn more.
ACCV has limited trading history. Below is the Industrials sector ETF (XLI) in its place.
| Event | XLI | S&P 500 |
|---|---|---|
| 2022 Inflation Shock & Fed Tightening | ||
| % Loss | -20.1% | -24.5% |
| % Gain to Breakeven | 25.1% | 32.4% |
| Time to Breakeven | 125 days | 427 days |
| 2020 COVID-19 Crash | ||
| % Loss | -41.6% | -33.7% |
| % Gain to Breakeven | 71.2% | 50.9% |
| Time to Breakeven | 231 days | 140 days |
| Q4 2018 Fed Policy Error / Growth Scare | ||
| % Loss | -23.7% | -19.2% |
| % Gain to Breakeven | 31.1% | 23.8% |
| Time to Breakeven | 120 days | 105 days |
| 2011 US Debt Ceiling Crisis & European Contagion | ||
| % Loss | -22.5% | -17.9% |
| % Gain to Breakeven | 29.0% | 21.8% |
| Time to Breakeven | 114 days | 123 days |
| 2008-2009 Global Financial Crisis | ||
| % Loss | -60.5% | -53.4% |
| % Gain to Breakeven | 153.2% | 114.4% |
| Time to Breakeven | 700 days | 1085 days |
In The Past
State Street Industrial Select Sector SPDR ETF's stock fell -15.8% during the 2025 US Tariff Shock. Such a loss loss requires a 18.8% gain to breakeven.
Preserve Wealth
Limiting losses and compounding gains is essential to preserving wealth.
Asset Allocation
Actively managed asset allocation strategies protect wealth. Learn more.
About Accelevation (ACCV)
Accelevation (ACCV) is a vertically integrated infrastructure company that designs, manufactures, and installs critical power distribution and "white space" infrastructure for mission-critical environments, primarily data centers. The company helps its customers accelerate deployments by offering integrated, factory-built solutions that emphasize speed, scalability, and certainty. By consolidating engineering, manufacturing, and installation, Accelevation aims to mitigate the complexities, delays, and risks often associated with traditional fragmented supply chains and multi-vendor delivery models.
The company's core services encompass the entire lifecycle of data center infrastructure deployment, from the initial design and manufacturing of specialized power distribution and white space components to their installation and comprehensive project coordination. Accelevation's "Design. Manufacture. Install." operating model is specifically engineered to provide rapid, reliable, and flexible solutions for complex, high-density deployments, including those driven by artificial intelligence (AI). This unified approach minimizes coordination burdens, reduces potential field rework, and enhances schedule control, enabling customers to bring new compute capacity online faster and with greater confidence.
Accelevation primarily serves hyperscale, colocation, AI, cloud, and other large-scale data center operators. The company operates within a large and rapidly expanding market, projected to reach $80 billion by 2030, fueled by the accelerating demands of cloud computing, AI, enterprise digitization, and broader digital workloads. Accelevation addresses critical customer needs such as higher power density, advanced cooling architectures, and seamless coordination across power, cooling, and structural systems, which are increasingly vital for next-generation data center infrastructure.
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Here are 1-3 brief analogies for Accelevation (ACCV):
- Like **AWS** for the physical infrastructure of data centers, providing a streamlined, factory-built solution to accelerate deployment.
- Like **Lennar Homes** but for building the critical power and cooling infrastructure within massive data centers, leveraging factory-built solutions for speed.
- Imagine a company like **Bechtel** that specializes solely in designing, manufacturing, and installing the power distribution and white space infrastructure for hyperscale data centers.
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- Power Distribution Infrastructure Products: Factory-built components and systems for distributing power within mission-critical data center environments.
- White Space Infrastructure Products: Factory-built components and systems for the physical infrastructure of data center white spaces, including cooling and structural elements.
- Infrastructure Design & Engineering: Engineering and design services for customized, high-density data center infrastructure solutions.
- Advanced Manufacturing: Production services for factory-built power distribution and white space infrastructure components.
- On-site Installation: Deployment and integration services for manufactured infrastructure products at customer data center sites.
- Project Coordination & Management: Unified project management and coordination services across the entire infrastructure deployment process.
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Accelevation (ACCV) primarily sells to other companies. Its major customer categories include:
- Hyperscale data center customers
- Colocation data center customers
- AI, Cloud, and Enterprise data center customers
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Michael Rubiera, Chief Executive Officer + Founder
Michael Rubiera is the Founder, President, and Chief Executive Officer of Accelevation. Prior to founding Accelevation, he served as the Chief Commercial Officer of Senneca Holdings, a specialty industrial door company that was owned by the private equity group Audax. At Senneca, Mr. Rubiera was responsible for leading sales, marketing, customer service, and product development. He played a significant role in the acquisition and integration of 16 companies within an 18-month period and in the successful sale of Senneca from Audax to Kohlberg for $555 million. Accelevation itself partnered with private equity firm Olympus Partners in January 2025.
Ken Krause, Chief Financial Officer
Ken Krause has served as the Chief Financial Officer of Accelevation since June 15, 2026, leading the company's Finance, Legal, and Information Technology organizations. Before joining Accelevation, Mr. Krause was the Executive Vice President and Chief Financial Officer of Rollins Inc. from September 2022 to June 2026. From 2015 to 2022, he served as Senior Vice President, Chief Financial Officer, Chief Strategy Officer, and Treasurer of MSA Safety Inc., where he also held various other leadership positions from 2006 to 2015. Earlier in his career, Mr. Krause was a senior manager in the audit practice of KPMG LLP.
Brent Jewell, Chief Operating Officer
Brent Jewell was appointed Chief Operating Officer of Accelevation, effective June 15, 2026.
Chip Hillman, Chief Transformational Officer
Chip Hillman has served as Accelevation's Chief Transformational Officer since June 15, 2026, having previously held the role of Chief Financial Officer from May 2024 to June 2026 and Chief Transformation Officer from May 2023 to May 2024. Before joining the company, Mr. Hillman worked at Corsearch, an international software company, as its Chief Financial Officer from May 2022 to February 2023 and Chief Transformation Officer from May 2020 to May 2022. He brings over 15 years of leadership experience in finance, strategy, transformation, and M&A within private equity-backed organizations, including Corsearch, Senneca Holdings, Vertafore, and Reynolds & Reynolds.
Matty Akhavan, Chief Technology Officer
Matty Akhavan serves as Chief Technology Officer at Accelevation, where he leads the company's technology strategy, product innovation, and engineering initiatives. With over two decades of engineering and technology leadership experience focused on mission-critical power systems and electrical infrastructure, he previously founded Earnest Solutions LLC, a power distribution consultancy.
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1. Significant Customer Concentration
Accelevation faces substantial risk due to its high customer concentration. In the past year, approximately 61% of its direct revenue was derived from just two primary customers. This makes the company highly vulnerable to a loss of business from either of these key clients, or any significant reduction in their spending or project pipeline.2. Dependency on Sustained, Rapid Growth in the Data Center Infrastructure Market
Accelevation's strong revenue growth and substantial backlog are largely predicated on the continued, rapid expansion of the data center market, particularly driven by demand for artificial intelligence (AI) and cloud computing infrastructure. While the market is projected to grow significantly, any slowdown in this growth, or unforeseen technological shifts that reduce the demand for their specific infrastructure solutions, could severely impact Accelevation's business trajectory and ability to realize its backlog and future revenue targets.3. Intense Competition and Potential Pressure on Profit Margins
Accelevation operates within a competitive landscape, facing established suppliers such as Vertiv, Schneider Electric, and Eaton. The company's margins have been noted as thinner compared to some of its peers, which could put pressure on profitability if competitive intensity increases or if Accelevation cannot consistently maintain its differentiated value proposition against rivals.AI Analysis | Feedback
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AI Analysis | Feedback
Accelevation (ACCV) is positioned for future revenue growth over the next 2-3 years, driven by several key factors in the rapidly expanding data center and artificial intelligence (AI) infrastructure market.
- Booming Demand for AI and Cloud Data Center Infrastructure: The company operates in a market experiencing significant growth, with its actionable data center total addressable market (TAM) projected to reach approximately $80 billion by 2030, at an estimated 30% compound annual growth rate (CAGR). This expansion is fueled by the escalating demands of cloud computing, AI, enterprise digitization, and broader digital workloads, all requiring increased data center capacity and advanced infrastructure. [Background, cite: 3, 6, 9]
- Addressing the Need for High-Density and Advanced Infrastructure: As AI-driven and high-density deployments become more prevalent, there is a critical need for greater power density, advanced cooling architectures, and liquid-cooling-ready solutions. Accelevation specializes in designing, manufacturing, and installing these essential power distribution, white space infrastructure, and thermal management products, positioning itself as a "picks-and-shovels" play in the AI infrastructure space. [Background, cite: 6, 7, 9]
- Strong Backlog and Expanding Hyperscale Customer Base: Accelevation's substantial backlog, approximately $1.1 billion as of June 30, 2026, provides a clear indicator of future revenue. The company maintains relationships with prominent hyperscale, colocation, and cloud customers, including industry leaders like AWS, CoreWeave, CyrusOne, Digital Realty, Google, Meta, Forgent Power Solutions, and Microsoft. [Background, cite: 3, 5, 14]
- Vertically Integrated Model for Accelerated Deployment: Accelevation's "Design. Manufacture. Install." operating model offers a competitive advantage by replacing fragmented supply chains with a unified approach across engineering, manufacturing, electrical scope, installation, and project coordination. This vertical integration is designed to reduce deployment complexity, enhance schedule control, and accelerate installation timelines, directly addressing customers' need for speed and certainty in bringing new compute capacity online. [Background, cite: 7, 14]
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Share Issuance
- Accelevation Holdings Corp. issued 10,000,000 shares of Class A common stock at $18.00 per share in its Initial Public Offering (IPO) on September 29, 2026, raising $180,000,000 in gross proceeds for the company.
- The net proceeds from the company's offering are intended to be used to purchase newly issued units in Accelevation Holdings LLC, which will then use these funds to repay indebtedness, cover offering and organizational expenses, and for general corporate purposes.
- Selling stockholders, affiliated with Olympus Partners, offered an additional 20,000,000 shares in the IPO, from which Accelevation itself did not receive any proceeds.
Inbound Investments
- In 2025, Accelevation experienced a significant inbound investment from Olympus Partners, which led to its debt increasing from $72.7 million to $648 million as of June 30, 2026.
- As of June 30, 2026, Accelevation recognized a total fair market value investment of $31.3 million from Olympus Funds and other investors.
Capital Expenditures
- Capital expenditures for Accelevation Holdings Corp. in the most recent reported quarter totaled $8.70 million USD.
Peer Outperformance in Electrical Components & Equipment
null| Industry | Names | 1Y med | 3Y med | 5Y med | Top 3 by 5Y |
|---|---|---|---|---|---|
| Construction & Engineering | 31 | 9.2% | 124.8% | 195.6% | FIX 2178% · STRL 2169% · CDNL 2108% |
| Marine Transportation | 5 | 88.7% | 72.2% | 185.0% | HOS 41216% · MATX 197% · KEX 185% |
| Construction Machinery & Heavy Transportation Equipment | 13 | 2.5% | 50.8% | 104.0% | CAT 382% · ALSN 254% · WAB 238% |
| Aerospace & Defense | 54 | -15.2% | 62.3% | 70.1% | ATI 1049% · FTAI 838% · HWM 629% |
| Trading Companies & Distributors | 19 | 5.6% | 37.7% | 55.1% | DXPE 544% · AIT 289% · WCC 232% |
| Industrial Machinery & Supplies & Components | 72 | 14.3% | 48.0% | 48.6% | CRS 1170% · PSIX 1065% · GHM 618% |
| Rail Transportation | 7 | 19.5% | 60.0% | 46.0% | FSTR 134% · RAIL 63% · CSX 56% |
| Electrical Components & Equipment ← | 39 | 2.9% | 61.3% | 34.2% | POWL 2428% · BE 1433% · VRT 1005% |
| Cargo Ground Transportation | 16 | 34.7% | 4.1% | 31.7% | XPO 278% · R 220% · CVLG 150% |
| Diversified Support Services | 33 | 6.4% | 31.0% | 31.4% | LIME 3059% · TH 387% · CXW 280% |
| Building Products | 33 | -13.9% | 3.2% | 17.6% | LMB 672% · GFF 355% · PPIH 283% |
| Agricultural & Farm Machinery | 17 | 14.3% | 3.1% | -2.1% | BLBD 183% · DE 115% · GENC 60% |
| Industrial Conglomerates | 17 | 9.7% | 1.4% | -3.0% | RCMT 613% · CSW 132% · CSL 74% |
| Environmental & Facilities Services | 30 | -19.6% | 15.6% | -8.8% | CECO 953% · ADUR 432% · NVRI 337% |
| Passenger Ground Transportation | 3 | -28.5% | 41.8% | -11.6% | UBER 48% · CAR -12% · LYFT -71% |
| Research & Consulting Services | 13 | -11.3% | -28.9% | -17.0% | HURN 222% · CRAI 76% · GRNQ 29% |
| Security & Alarm Services | 9 | -39.9% | 38.4% | -21.0% | CIX 160% · MG 113% · NL 75% |
| Data Processing & Outsourced Services | 6 | -34.9% | -15.1% | -27.0% | EXLS 44% · BR 4% · G -24% |
| Office Services & Supplies | 9 | 14.5% | 20.8% | -27.4% | PBI 186% · TILE 131% · HNI 52% |
| Passenger Airlines | 11 | 13.1% | 20.6% | -35.8% | LTM 3185% · UAL 119% · DAL 96% |
| Air Freight & Logistics | 12 | -14.7% | -24.2% | -37.5% | CHRW 78% · FDX 78% · EXPD 78% |
| Human Resource & Employment Services | 22 | 3.6% | -18.9% | -39.9% | BBSI 66% · ADP 42% · KFY 4% |
| Airport Services | 3 | -77.7% | -78.6% | -71.6% | JOBY -37% · ASLE -72% · UP -100% |
Research & Analysis
Invest in Strategies
Wealth Management
Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 168.78 |
| Mkt Cap | 62.7 |
| Rev LTM | 8,157 |
| Op Inc LTM | 1,527 |
| FCF LTM | 1,751 |
| FCF 3Y Avg | 1,709 |
| CFO LTM | 2,022 |
| CFO 3Y Avg | 1,968 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 26.2% |
| Rev Chg 3Y Avg | 21.7% |
| Rev Chg Q | 24.1% |
| QoQ Delta Rev Chg LTM | 5.9% |
| Op Inc Chg LTM | 40.6% |
| Op Inc Chg 3Y Avg | 30.8% |
| Op Mgn LTM | 17.4% |
| Op Mgn 3Y Avg | 17.3% |
| QoQ Delta Op Mgn LTM | 0.6% |
| CFO/Rev LTM | 15.4% |
| CFO/Rev 3Y Avg | 16.4% |
| FCF/Rev LTM | 12.5% |
| FCF/Rev 3Y Avg | 14.1% |
Price Behavior
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | ||||||
| Up Beta | � | � | � | � | � | � |
| Down Beta | � | � | � | � | � | � |
| Up Capture | 0% | 0% | 0% | 0% | 0% | 0% |
| Bmk +ve Days | 6 | 16 | 27 | 66 | 132 | 424 |
| Stock +ve Days | ||||||
| Down Capture | -0% | -0% | -0% | -0% | -0% | -0% |
| Bmk -ve Days | 16 | 26 | 37 | 60 | 120 | 328 |
| Stock -ve Days |
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with ACCV | |
|---|---|---|---|---|
| ACCV | -8.3% | 130.2% | -5.12 | - |
| Sector ETF (XLI) | 11.3% | 17.3% | 0.45 | 25.9% |
| Equity (SPY) | 16.8% | 13.0% | 0.92 | 61.3% |
| Gold (GLD) | 7.0% | 29.6% | 0.23 | -84.9% |
| Commodities (DBC) | 45.9% | 20.9% | 1.71 | -100.0% |
| Real Estate (VNQ) | 1.6% | 13.6% | -0.14 | 99.5% |
| Bitcoin (BTCUSD) | -30.1% | 44.3% | -0.68 | -100.0% |
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Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with ACCV | |
|---|---|---|---|---|
| ACCV | -1.7% | 130.2% | -5.12 | - |
| Sector ETF (XLI) | 12.6% | 17.6% | 0.55 | 25.9% |
| Equity (SPY) | 13.3% | 17.2% | 0.59 | 61.3% |
| Gold (GLD) | 18.3% | 18.9% | 0.78 | -84.9% |
| Commodities (DBC) | 10.0% | 19.6% | 0.39 | -100.0% |
| Real Estate (VNQ) | 0.9% | 18.8% | -0.06 | 99.5% |
| Bitcoin (BTCUSD) | 14.9% | 52.2% | 0.45 | -100.0% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with ACCV | |
|---|---|---|---|---|
| ACCV | -0.9% | 130.2% | -5.12 | - |
| Sector ETF (XLI) | 13.3% | 20.0% | 0.58 | 25.9% |
| Equity (SPY) | 15.4% | 17.9% | 0.73 | 61.3% |
| Gold (GLD) | 11.5% | 16.4% | 0.57 | -84.9% |
| Commodities (DBC) | 8.4% | 18.1% | 0.38 | -100.0% |
| Real Estate (VNQ) | 4.1% | 20.7% | 0.16 | 99.5% |
| Bitcoin (BTCUSD) | 64.0% | 66.2% | 1.04 | -100.0% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Insider Activity
Updated 10/5/2026| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Rubiera, Michael | Chief Executive Officer | Direct | Buy | 10052026 | 18.00 | 200,000 | 3,600,000 | 25,637,130 | Form |
| 2 | Rubiera, Michael | Chief Executive Officer | See footnote | Buy | 10052026 | 18.00 | 3,200 | 57,600 | 57,600 | Form |
| 3 | Jones, Ginger M | Direct | Buy | 10052026 | 18.00 | 10,000 | 180,000 | 180,000 | Form | |
| 4 | Heckes, Howard C | Direct | Buy | 10052026 | 18.00 | 5,000 | 90,000 | 90,000 | Form | |
| 5 | Donahue, Paul D | Direct | Buy | 10052026 | 18.00 | 7,000 | 126,000 | 126,000 | Form |
| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Rubiera, Michael | Chief Executive Officer | Direct | Buy | 10052026 | 18.00 | 200,000 | 3,600,000 | 25,637,130 | Form |
| 2 | Rubiera, Michael | Chief Executive Officer | See footnote | Buy | 10052026 | 18.00 | 3,200 | 57,600 | 57,600 | Form |
| 3 | Jones, Ginger M | Direct | Buy | 10052026 | 18.00 | 10,000 | 180,000 | 180,000 | Form | |
| 4 | Heckes, Howard C | Direct | Buy | 10052026 | 18.00 | 5,000 | 90,000 | 90,000 | Form | |
| 5 | Donahue, Paul D | Direct | Buy | 10052026 | 18.00 | 7,000 | 126,000 | 126,000 | Form | |
| 6 | Jewell, Brent C | Chief Operating Officer | Direct | Buy | 10052026 | 18.00 | 2,500 | 45,000 | 5,473,224 | Form |
| 7 | Ogp, Viii, Llc | See footnotes | Sell | 10052026 | 18.00 | 20,000,000 | 360,000,000 | 1,620,404,496 | Form |
Industry Resources
| Industrials Resources |
| IndustryWeek |
| Manufacturing.net |
| Aviation Week |
| Electrical Components & Equipment Resources |
| EC&M (Electrical Construction & Maintenance) |
| Electrical Contracting News (ECN) |
| EE Times |
External Quote Links
| Y Finance | Barrons |
| TradingView | Morningstar |
| SeekingAlpha | ValueLine |
| Motley Fool | Robinhood |
| CNBC | Etrade |
| MarketWatch | Unusual Whales |
| YCharts | Perplexity Finance |
| FinViz |
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