Senmiao Technology (AIHS)
Market Price (3/29/2026): $1.46 | Market Cap: $5.2 MilSector: Industrials | Industry: Diversified Support Services
Senmiao Technology (AIHS)
Market Price (3/29/2026): $1.46Market Cap: $5.2 MilSector: IndustrialsIndustry: Diversified Support Services
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
| Cash is significant % of market capNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is -66% | Weak multi-year price returns2Y Excs Rtn is -107%, 3Y Excs Rtn is -146% | Not profitable at operating income levelOp Inc LTMOperating Income, Last Twelve Months is -5.2 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -127% |
| Strong revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is 40% | Weak revenue growthRev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -12%, Rev Chg QQuarterly Revenue Change % is -21% | |
| Not cash flow generativeCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is -32%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -32% | ||
| Valuation getting more expensiveP/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is 77% | ||
| Yield minus risk free rate is negativeERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -74% | ||
| High stock price volatilityVol 12M is 942% | ||
| Key risksAIHS key risks include [1] potential Nasdaq delisting for failing to meet equity requirements, Show more. |
| Cash is significant % of market capNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is -66% |
| Strong revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is 40% |
| Weak multi-year price returns2Y Excs Rtn is -107%, 3Y Excs Rtn is -146% |
| Not profitable at operating income levelOp Inc LTMOperating Income, Last Twelve Months is -5.2 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -127% |
| Weak revenue growthRev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -12%, Rev Chg QQuarterly Revenue Change % is -21% |
| Not cash flow generativeCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is -32%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -32% |
| Valuation getting more expensiveP/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is 77% |
| Yield minus risk free rate is negativeERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -74% |
| High stock price volatilityVol 12M is 942% |
| Key risksAIHS key risks include [1] potential Nasdaq delisting for failing to meet equity requirements, Show more. |
Qualitative Assessment
AI Analysis | Feedback
Senmiao Technology (AIHS) stock has gained about 15% since 11/30/2025 because of the following key factors:
1. Successful Closing of $2.8 Million Registered Direct Offering.
Senmiao Technology completed a registered direct offering on November 20, 2025, raising approximately $2.8 million in gross proceeds through the sale of common shares and pre-funded warrants at $1.26 per share. This capital infusion, intended for general corporate purposes and working capital, positively impacted investor sentiment, as evidenced by an 8.65% increase in the stock price on November 20, 2025, just before the specified period began.
2. Improvement in Quarterly Financial Performance.
The company reported a reduced loss per share in its Q3 2026 earnings, announced on February 13, 2026. Senmiao Technology posted an EPS of -$0.28 for the quarter ending December 31, 2025, which signifies a decrease in losses compared to an EPS of -$0.54 in Q3 2025. This indicated an improving financial trajectory.
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1. Successful Closing of $2.8 Million Registered Direct Offering.
Senmiao Technology completed a registered direct offering on November 20, 2025, raising approximately $2.8 million in gross proceeds through the sale of common shares and pre-funded warrants at $1.26 per share. This capital infusion, intended for general corporate purposes and working capital, positively impacted investor sentiment, as evidenced by an 8.65% increase in the stock price on November 20, 2025, just before the specified period began.
2. Improvement in Quarterly Financial Performance.
The company reported a reduced loss per share in its Q3 2026 earnings, announced on February 13, 2026. Senmiao Technology posted an EPS of -$0.28 for the quarter ending December 31, 2025, which signifies a decrease in losses compared to an EPS of -$0.54 in Q3 2025. This indicated an improving financial trajectory.
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Stock Movement Drivers
Fundamental Drivers
The 13.2% change in AIHS stock from 11/30/2025 to 3/29/2026 was primarily driven by a 175.1% change in the company's P/S Multiple.| (LTM values as of) | 11302025 | 3292026 | Change |
|---|---|---|---|
| Stock Price ($) | 1.29 | 1.46 | 13.2% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 4 | 4 | -2.2% |
| P/S Multiple | 0.5 | 1.3 | 175.1% |
| Shares Outstanding (Mil) | 1 | 4 | -57.9% |
| Cumulative Contribution | 13.2% |
Market Drivers
11/30/2025 to 3/29/2026| Return | Correlation | |
|---|---|---|
| AIHS | 13.2% | |
| Market (SPY) | -5.3% | 3.7% |
| Sector (XLI) | 3.9% | 12.2% |
Fundamental Drivers
The -38.1% change in AIHS stock from 8/31/2025 to 3/29/2026 was primarily driven by a -69.6% change in the company's Shares Outstanding (Mil).| (LTM values as of) | 8312025 | 3292026 | Change |
|---|---|---|---|
| Stock Price ($) | 2.36 | 1.46 | -38.1% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 4 | 4 | 2.5% |
| P/S Multiple | 0.6 | 1.3 | 98.7% |
| Shares Outstanding (Mil) | 1 | 4 | -69.6% |
| Cumulative Contribution | -38.1% |
Market Drivers
8/31/2025 to 3/29/2026| Return | Correlation | |
|---|---|---|
| AIHS | -38.1% | |
| Market (SPY) | 0.6% | 11.2% |
| Sector (XLI) | 5.5% | 5.9% |
Fundamental Drivers
The -83.8% change in AIHS stock from 2/28/2025 to 3/29/2026 was primarily driven by a -70.5% change in the company's Shares Outstanding (Mil).| (LTM values as of) | 2282025 | 3292026 | Change |
|---|---|---|---|
| Stock Price ($) | 9.00 | 1.46 | -83.8% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 3 | 4 | 39.5% |
| P/S Multiple | 3.2 | 1.3 | -60.6% |
| Shares Outstanding (Mil) | 1 | 4 | -70.5% |
| Cumulative Contribution | -83.8% |
Market Drivers
2/28/2025 to 3/29/2026| Return | Correlation | |
|---|---|---|
| AIHS | -83.8% | |
| Market (SPY) | 9.8% | -0.6% |
| Sector (XLI) | 18.4% | -5.5% |
Fundamental Drivers
The -84.0% change in AIHS stock from 2/28/2023 to 3/29/2026 was primarily driven by a -78.4% change in the company's Shares Outstanding (Mil).| (LTM values as of) | 2282023 | 3292026 | Change |
|---|---|---|---|
| Stock Price ($) | 9.10 | 1.46 | -84.0% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 8 | 4 | -49.7% |
| P/S Multiple | 0.9 | 1.3 | 47.7% |
| Shares Outstanding (Mil) | 1 | 4 | -78.4% |
| Cumulative Contribution | -84.0% |
Market Drivers
2/28/2023 to 3/29/2026| Return | Correlation | |
|---|---|---|
| AIHS | -84.0% | |
| Market (SPY) | 69.4% | -0.3% |
| Sector (XLI) | 65.1% | -3.8% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| AIHS Return | -65% | -76% | -55% | 161% | -90% | 54% | -98% |
| Peers Return | -50% | 36% | -22% | 331% | -32% | -75% | -61% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | -5% | 72% |
Monthly Win Rates [3] | |||||||
| AIHS Win Rate | 33% | 42% | 42% | 58% | 8% | 100% | |
| Peers Win Rate | 33% | 67% | 25% | 75% | 42% | 0% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 33% | |
Max Drawdowns [4] | |||||||
| AIHS Max Drawdown | -66% | -80% | -77% | 0% | -98% | -5% | |
| Peers Max Drawdown | -58% | -38% | -29% | -4% | -48% | -75% | |
| S&P 500 Max Drawdown | -1% | -25% | -1% | -2% | -15% | -5% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: CANG.
[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 3/27/2026 (YTD)
How Low Can It Go
| Event | AIHS | S&P 500 |
|---|---|---|
| 2022 Inflation Shock | ||
| % Loss | -99.0% | -25.4% |
| % Gain to Breakeven | 10042.9% | 34.1% |
| Time to Breakeven | Not Fully Recovered days | 464 days |
| 2020 Covid Pandemic | ||
| % Loss | -74.6% | -33.9% |
| % Gain to Breakeven | 293.9% | 51.3% |
| Time to Breakeven | 148 days | 148 days |
| 2018 Correction | ||
| % Loss | -96.7% | -19.8% |
| % Gain to Breakeven | 2885.2% | 24.7% |
| Time to Breakeven | Not Fully Recovered days | 120 days |
Compare to CANG
In The Past
Senmiao Technology's stock fell -99.0% during the 2022 Inflation Shock from a high on 2/22/2021. A -99.0% loss requires a 10042.9% gain to breakeven.
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About Senmiao Technology (AIHS)
Senmiao Technology Limited engages in the automobile transaction and related services business in the People's Republic of China. Its services include the facilitation of automobile transaction and financing, connecting ride-hailing drivers to financial institutions to buy, or get financing on the purchase of, cars to be used to provide online ride-hailing services. The company is also involved in the sale of automobiles; and provision of auto finance services, as well as operates ride hailing platform that enables ride-hailing drivers to provide transportation services. Senmiao Technology Limited was founded in 2014 and is based in Chengdu, the People's Republic of China.
AI Analysis | Feedback
Here are 1-3 brief analogies to describe Senmiao Technology (AIHS):
- It's like Uber, but they also sell and finance the cars for their drivers.
- Imagine a combination of Carvana and Uber, where the company provides the cars and financing for ride-hailing drivers, and also runs the ride-hailing platform.
AI Analysis | Feedback
- Automobile Sales: The direct sale of vehicles to customers.
- Auto Financing Services: Provides and facilitates financing options for the purchase of automobiles, including connecting ride-hailing drivers to financial institutions.
- Ride-Hailing Platform: Operates a platform that enables ride-hailing drivers to provide transportation services.
AI Analysis | Feedback
Senmiao Technology Limited (AIHS) primarily serves individual customers, specifically targeting ride-hailing drivers in the People's Republic of China. Based on the company description, its major customer categories are:
- Ride-Hailing Drivers Seeking Vehicle Acquisition and Financing: These are individuals who require assistance in purchasing or financing automobiles specifically for use in online ride-hailing services. Senmiao facilitates these transactions and connects drivers with financial institutions, as well as providing direct auto finance services.
- Ride-Hailing Drivers Utilizing Senmiao's Platform: These individuals are drivers who use Senmiao's proprietary ride-hailing platform to provide transportation services to passengers.
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```htmlRonggang (Jonathan) Zhang, Chairman of the Board and Chief Executive Officer
Appointed as Chief Executive Officer, executive director, and chairman of the board effective November 25, 2025. Mr. Zhang has prior board roles at multiple U.S.-listed companies and extensive asset management and advisory experience. He is also CEO of 5CGroup International Asset Management Co., Ltd. and a strategic development consultant at SG & CO PRC Lawyers.
Yafeng Li, Chief Financial Officer
Appointed as Chief Financial Officer on January 2, 2026, succeeding Xiaoyuan Zhang. Ms. Li has experience as a Financial Controller since May 2020 and previously served as Financial Controller of World Trade Technology LLC. She holds professional certifications including Certified Internal Auditor, Certified Management Accountant, and Certified Tax Agent (China), and earned a bachelor's degree in accounting from Shanxi University.
Haitao Liu, Chief Operating Officer
Mr. Liu serves as the Chief Operating Officer.
Si (Simon) Li, Independent Director
Appointed as an independent director effective November 25, 2025. Mr. Li is currently Chief Financial Officer of Token Cat Limited and has prior experience in private equity and capital operations. He holds degrees from Beijing Technology and Business University, the University of Pennsylvania, and Tsinghua University.
Chong Chen, Independent Director
Appointed as an independent director effective November 25, 2025. Mr. Chen is the Financial Controller for Shenzhen Qianhai Huineng Technology Industrial Co., Ltd. and is a certified public accountant in the United States and United Kingdom.
```AI Analysis | Feedback
Here are the key risks to Senmiao Technology (AIHS):
- Weak Financial Performance and Risk of Bankruptcy: Senmiao Technology has exhibited a weak overall financial profile, characterized by declining revenue, deeply negative profitability (operating and net losses), and negative operating and free cash flow, indicating ongoing cash consumption. The company's Altman Z-Score also places it in a distress zone, suggesting a potential risk of bankruptcy.
- Credit Risk in China's Auto Finance Industry: As Senmiao Technology is involved in auto finance, it faces significant exposure to default risk within China's evolving consumer credit system. The Chinese automobile consumer credit industry is still maturing and lacks a fully refined personal credit system, which can lead to sizeable default risks for financial companies. The recent trend of offering longer-term car loans (up to seven or even eight years) in China to stimulate demand could further elevate credit risks if economic conditions worsen or resale values decline faster than anticipated.
- Intense Competition and Operational Shifts in the Ride-Hailing Market: Senmiao Technology has experienced decreased completed orders and active drivers on its ride-hailing platform due to heightened competition from new platforms offering promotions in the Chinese market. The company has also announced a strategic shift, including the sale of its ride-hailing platform, to focus on monetizing its data assets through AI-backed systems as a tech enabler for mobility service providers. This pivot introduces execution risk associated with transitioning its business model and securing necessary financing for new projects.
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The widespread adoption and deployment of autonomous vehicles, particularly within the ride-hailing sector in China. This emerging technology threatens to fundamentally alter or eliminate the need for human ride-hailing drivers, thereby eroding Senmiao's core business of facilitating automobile transactions and financing for drivers. As autonomous fleets replace human-driven cars, the demand for individual drivers to purchase or finance vehicles for ride-hailing purposes would significantly diminish. Furthermore, Senmiao's own ride-hailing platform would face the immense challenge of transitioning to an autonomous fleet model, requiring substantial capital investment and technological capabilities.
AI Analysis | Feedback
For Senmiao Technology (AIHS), the addressable markets for their main products and services in the People's Republic of China are as follows:
- Ride-hailing services: The ride-hailing market in China was valued at approximately $63 billion as of April 2024.
- Automobile transaction and sales: The overall Chinese automotive market size is estimated at USD 674.06 billion in 2026. This market is projected to grow to USD 748.24 billion by 2031. China's total vehicle sales reached 34.4 million units in 2025. For the second-hand vehicle market specifically, the total transaction value in 2024 reached approximately 1.29 trillion yuan (about 180 billion U.S. dollars), with over 19.61 million units transacted.
- Auto finance services: The China Car Loan Market size is estimated at USD 220.81 billion in 2024. This market is expected to reach USD 270.73 billion by 2029, growing at a compound annual growth rate (CAGR) of 4.16% during the forecast period (2024-2029).
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Expected Drivers of Future Revenue Growth for Senmiao Technology (AIHS)
Senmiao Technology (AIHS) is expected to drive future revenue growth over the next 2-3 years through several key areas of its operations in the People's Republic of China:
- Expansion of Automobile Rental and Operating Lease Services: The company's revenue has been significantly influenced by its automobile rental and leasing operations, with a focus on operating leases with relatively short terms. Future growth is anticipated through increased utilization of automobiles under operating lease, alongside the continued integration and leasing of new energy vehicles (NEVs) within its fleet.
- Growth in Online Ride-Hailing Platform Services: Senmiao Technology operates a ride-hailing platform that connects drivers with transportation services. The expansion and increased adoption of these online ride-hailing platform services are key contributors to its revenue.
- Advancement in Data and AI-Related Projects: Senmiao engages in data- and AI-related projects to support its ride-hailing management platforms and drivers. These initiatives, which leverage historical operating data and existing AI models, are expected to enhance services and operational efficiency, potentially leading to increased platform usage and new revenue streams.
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Share Issuance
- Senmiao Technology completed a private placement on November 10, 2021, raising approximately $5 million from institutional investors through the sale of Series A Convertible Preferred Stock.
- In November 2025, the company completed a registered direct offering, generating approximately $2.8 million in gross proceeds from the issuance of 1,350,000 shares of common stock and pre-funded warrants for 905,000 shares at $1.26 per share.
- Additionally, in November 2025, Senmiao sold 500,000 shares of common stock at $1.32 per share, yielding $660,000 in gross proceeds, and issued 200,000 shares of common stock to a consultant for services.
Inbound Investments
- On November 10, 2021, Senmiao Technology received approximately $5 million from institutional investors through a private placement.
Outbound Investments
- In October 2021, the company, through its subsidiary Senmiao Consulting, acquired the remaining equity interests in XXTX for $3.5 million, paid in the Company's common stock.
- In March 2022, Corenel, a subsidiary of Senmiao, formed a new subsidiary named Jiekai in Chengdu, holding 51% equity interest, to engage in the automobile operating lease business.
- On December 31, 2025, Senmiao Technology spun off 100% of the equity interests of its loss-making subsidiaries, Sichuan Senmiao Yicheng Asset Management Co., Ltd. and Sichuan Senmiao Zecheng Business Consulting Co., Ltd., along with their affiliates, to Hu Mao Sheng Tang Holdings Limited.
Capital Expenditures
- Capital expenditures were approximately $2.29 million in fiscal year 2021.
- Capital expenditures were approximately $3.22 million in fiscal year 2022.
- Capital expenditures were approximately $1.15 million in fiscal year 2023 and $0.67 million in fiscal year 2024.
Latest Trefis Analyses
| Title | Date | |
|---|---|---|
| DASHBOARDS | ||
| Would You Still Hold Senmiao Technology Stock If It Fell Another 30%? | 10/17/2025 |
| Title | |
|---|---|
| ARTICLES |
Trade Ideas
Select ideas related to AIHS.
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| 02272026 | EFX | Equifax | Monopoly | MY | Getting CheaperMonopoly-Like with P/S DeclineLarge cap with monopoly-like margins or cash flow generation and getting cheaper based on P/S multiple | 0.0% | 0.0% | 0.0% |
| 02202026 | LZ | LegalZoom.com | Dip Buy | DB | CFO/Rev | Low D/EDip Buy with High Cash Flow MarginsBuying dips for companies with significant cash flows from operations and reasonable debt / market cap | 7.2% | 7.2% | -5.0% |
| 02132026 | ADP | Automatic Data Processing | Dip Buy | DB | P/E OPMDip Buy with Low PE and High MarginBuying dips for companies with tame PE and meaningfully high operating margin | 1.1% | 1.1% | -3.0% |
| 02132026 | TREX | Trex | Dip Buy | DB | P/E OPMDip Buy with Low PE and High MarginBuying dips for companies with tame PE and meaningfully high operating margin | -3.2% | -3.2% | -5.9% |
| 02132026 | PCTY | Paylocity | Dip Buy | DB | CFO/Rev | Low D/EDip Buy with High Cash Flow MarginsBuying dips for companies with significant cash flows from operations and reasonable debt / market cap | -0.6% | -0.6% | -4.8% |
Research & Analysis
Invest in Strategies
Wealth Management
Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 0.92 |
| Mkt Cap | 0.1 |
| Rev LTM | 312 |
| Op Inc LTM | 25 |
| FCF LTM | -1 |
| FCF 3Y Avg | -0 |
| CFO LTM | -1 |
| CFO 3Y Avg | -0 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 888.1% |
| Rev Chg 3Y Avg | 264.3% |
| Rev Chg Q | -20.5% |
| QoQ Delta Rev Chg LTM | 27.3% |
| Op Mgn LTM | -59.0% |
| Op Mgn 3Y Avg | -49.1% |
| QoQ Delta Op Mgn LTM | -9.5% |
| CFO/Rev LTM | -32.1% |
| CFO/Rev 3Y Avg | -4.2% |
| FCF/Rev LTM | -32.1% |
| FCF/Rev 3Y Avg | -8.2% |
Valuation
| Median | |
|---|---|
| Name | |
| Mkt Cap | 0.1 |
| P/S | 0.8 |
| P/EBIT | -1.2 |
| P/E | -1.0 |
| P/CFO | -4.0 |
| Total Yield | -135.8% |
| Dividend Yield | 0.0% |
| FCF Yield 3Y Avg | -12.2% |
| D/E | 1.5 |
| Net D/E | 1.0 |
Returns
| Median | |
|---|---|
| Name | |
| 1M Rtn | -18.4% |
| 3M Rtn | -19.4% |
| 6M Rtn | -58.8% |
| 12M Rtn | -82.1% |
| 3Y Rtn | -59.2% |
| 1M Excs Rtn | -13.9% |
| 3M Excs Rtn | -13.7% |
| 6M Excs Rtn | -54.7% |
| 12M Excs Rtn | -93.6% |
| 3Y Excs Rtn | -117.2% |
Price Behavior
Price Behavior
| Market Price | $1.46 | |
| Market Cap ($ Bil) | 0.0 | |
| First Trading Date | 03/16/2018 | |
| Distance from 52W High | -89.6% | |
| 50 Days | 200 Days | |
| DMA Price | $1.32 | $1.90 |
| DMA Trend | down | up |
| Distance from DMA | 10.9% | -23.3% |
| 3M | 1YR | |
| Volatility | 88.8% | 949.7% |
| Downside Capture | 0.08 | -0.34 |
| Upside Capture | 204.52 | -228.97 |
| Correlation (SPY) | 2.1% | -0.6% |
AIHS Betas & Captures as of 2/28/2026
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 0.35 | -1.44 | -0.70 | 1.13 | -0.41 | -0.16 |
| Up Beta | -1.69 | 0.91 | -0.69 | -0.16 | 0.41 | 0.21 |
| Down Beta | -0.15 | -4.35 | -4.52 | -0.21 | 4.97 | 2.91 |
| Up Capture | 192% | 25% | 111% | 82% | -53% | -6% |
| Bmk +ve Days | 9 | 20 | 31 | 70 | 142 | 431 |
| Stock +ve Days | 8 | 16 | 24 | 47 | 96 | 320 |
| Down Capture | 13% | -189% | 107% | 225% | -120% | -77% |
| Bmk -ve Days | 12 | 21 | 30 | 54 | 109 | 320 |
| Stock -ve Days | 9 | 20 | 32 | 70 | 137 | 397 |
[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 AIHS | |
|---|---|---|---|---|
| AIHS | -84.3% | 946.1% | 0.80 | - |
| Sector ETF (XLI) | 20.5% | 19.2% | 0.84 | -5.8% |
| Equity (SPY) | 14.5% | 18.9% | 0.59 | -0.7% |
| Gold (GLD) | 50.2% | 27.7% | 1.46 | 0.3% |
| Commodities (DBC) | 17.8% | 17.6% | 0.85 | 6.6% |
| Real Estate (VNQ) | 0.4% | 16.4% | -0.15 | 9.0% |
| Bitcoin (BTCUSD) | -23.7% | 44.2% | -0.49 | 0.7% |
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Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with AIHS | |
|---|---|---|---|---|
| AIHS | -59.0% | 431.0% | 0.31 | - |
| Sector ETF (XLI) | 12.3% | 17.2% | 0.56 | -1.3% |
| Equity (SPY) | 11.8% | 17.0% | 0.54 | 1.5% |
| Gold (GLD) | 20.7% | 17.7% | 0.96 | 0.6% |
| Commodities (DBC) | 11.6% | 18.9% | 0.50 | 3.4% |
| Real Estate (VNQ) | 3.0% | 18.8% | 0.07 | 4.7% |
| Bitcoin (BTCUSD) | 4.0% | 56.6% | 0.29 | 2.4% |
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Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with AIHS | |
|---|---|---|---|---|
| AIHS | -44.3% | 353.0% | 0.28 | - |
| Sector ETF (XLI) | 13.0% | 19.8% | 0.58 | 0.7% |
| Equity (SPY) | 14.0% | 17.9% | 0.67 | 2.4% |
| Gold (GLD) | 13.3% | 15.8% | 0.70 | 0.6% |
| Commodities (DBC) | 8.2% | 17.6% | 0.39 | 4.1% |
| Real Estate (VNQ) | 4.7% | 20.7% | 0.19 | 4.0% |
| Bitcoin (BTCUSD) | 66.4% | 66.8% | 1.06 | 2.5% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Returns Analyses
Earnings Returns History
Expand for More| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 11/14/2023 | 0.0% | 23.2% | 152.4% |
| 7/12/2023 | 14.4% | 10.3% | -6.0% |
| 2/14/2023 | 1.7% | -4.7% | -6.8% |
| 11/14/2022 | -0.2% | -7.5% | -7.0% |
| 7/14/2022 | -3.5% | -4.4% | -16.6% |
| 2/15/2022 | 1.4% | -30.8% | -17.9% |
| 11/16/2021 | 6.3% | -16.2% | -35.6% |
| 7/8/2021 | 5.4% | -3.1% | -9.0% |
| SUMMARY STATS | |||
| # Positive | 6 | 2 | 1 |
| # Negative | 2 | 6 | 7 |
| Median Positive | 3.5% | 16.7% | 152.4% |
| Median Negative | -1.9% | -6.1% | -9.0% |
| Max Positive | 14.4% | 23.2% | 152.4% |
| Max Negative | -3.5% | -30.8% | -35.6% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 12/31/2025 | 02/13/2026 | 10-Q |
| 09/30/2025 | 11/19/2025 | 10-Q |
| 06/30/2025 | 08/19/2025 | 10-Q |
| 03/31/2025 | 07/10/2025 | 10-K |
| 12/31/2024 | 02/14/2025 | 10-Q |
| 09/30/2024 | 11/14/2024 | 10-Q |
| 06/30/2024 | 08/14/2024 | 10-Q |
| 03/31/2024 | 06/27/2024 | 10-K |
| 12/31/2023 | 02/09/2024 | 10-Q |
| 09/30/2023 | 11/14/2023 | 10-Q |
| 06/30/2023 | 08/14/2023 | 10-Q |
| 03/31/2023 | 07/13/2023 | 10-K |
| 12/31/2022 | 02/14/2023 | 10-Q |
| 09/30/2022 | 11/14/2022 | 10-Q |
| 06/30/2022 | 08/15/2022 | 10-Q |
| 03/31/2022 | 07/15/2022 | 10-K |
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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