Tearsheet

Investment Highlights Why It Matters Which of these 2 stories sounds closer for this stock?

1. Generates cash flow

The stock generated 4% or more of the share price (called cash flow yield), and shows moderate 10-15% or more growth.

2. Riding a trend

Think Tesla during the pandemic of 2020 when EVs were riding a cultural high, or Nvidia in the current AI boom, or even Figma. These companies don’t have enough yield, or, enough growth, or both - however - they are riding a trend. They have momentum. These can be more volatile - they don’t have the floor of strong cash flow


0  Weak multi-year price returns
2Y Excs Rtn is -133%, 3Y Excs Rtn is -157%
Not profitable at operating income level
Op Inc LTMOperating Income, Last Twelve Months is -17 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -13726%
1   Debt is significant
Net D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 154%
2   Weak revenue growth
Rev Chg LTMRevenue Change % Last Twelve Months (LTM) is -40%, Rev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -1.7%, Rev Chg QQuarterly Revenue Change % is -50%
3   Not cash flow generative
CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is -9055%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -9518%
4   Valuation getting more expensive
P/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is 86%
5   Yield minus risk free rate is negative
ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -1272%
0 Weak multi-year price returns
2Y Excs Rtn is -133%, 3Y Excs Rtn is -157%
1 Not profitable at operating income level
Op Inc LTMOperating Income, Last Twelve Months is -17 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -13726%
2 Debt is significant
Net D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 154%
3 Weak revenue growth
Rev Chg LTMRevenue Change % Last Twelve Months (LTM) is -40%, Rev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -1.7%, Rev Chg QQuarterly Revenue Change % is -50%
4 Not cash flow generative
CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is -9055%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -9518%
5 Valuation getting more expensive
P/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is 86%
6 Yield minus risk free rate is negative
ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -1272%

Market Valuation & Key Metrics

AIM Stock


Return vs. Risk


Price Returns Compared

 202020212022202320242025Total [1]
Returns
AIM Return0%0%0%0%0%-78%-78%
Peers Return-15%-9%-6%-3%-3%-18%-44%
S&P 500 Return16%27%-19%24%23%14%108%

Monthly Win Rates [3]
AIM Win Rate0%0%0%0%0%20% 
Peers Win Rate18%15%23%31%22%62% 
S&P 500 Win Rate58%75%42%67%75%70% 

Max Drawdowns [4]
AIM Max Drawdown0%0%0%0%0%-79% 
Peers Max Drawdown-20%-13%-14%-15%-30%-27% 
S&P 500 Max Drawdown-31%-1%-25%-1%-2%-15% 


[1] Cumulative total returns since the beginning of 2020
[2] Peers: VRTX, APM, BBOT, GDTC, HIND.
[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] 2025 data is for the year up to 11/7/2025 (YTD)

How Low Can It Go

Unique KeyEventAIMS&P 500
2008 Global Financial Crisis2008 Global Financial Crisis  
2008 Global Financial Crisis% Loss% Loss-95.2%-56.8%
2008 Global Financial Crisis% Gain to Breakeven% Gain to Breakeven1962.5%131.3%
2008 Global Financial CrisisTime to BreakevenTime to Breakeven6021 days1480 days

Compare to VRTX, APM, BBOT, GDTC, HIND


In The Past

AIM ImmunoTech's stock fell -95.2% during the 2008 Global Financial Crisis from a high on 1/8/2007. A -95.2% loss requires a 1962.5% gain to breakeven.

Preserve Wealth

Limiting losses and compounding gains is essential to preserving wealth over time.

Asset Allocation

Actively managed asset allocation strategies protect wealth. Learn more.

About AIM ImmunoTech (AIM)

Better Bets than AIM ImmunoTech (AIM)

Latest Trefis Analyses

Title
0ARTICLES

Trade Ideas

Select past ideas related to AIM. For more, see Trefis Trade Ideas.

Unique KeyDateTickerCompanyCategoryTrade Strategy6M Fwd Rtn12M Fwd Rtn12M Max DD
GDRX_10312025_Dip_Buyer_High_FCF_Yield_ExInd_DE_RevG10312025GDRXGoodRxDip BuyDB | FCF Yield | Low D/EDip Buy with High Free Cash Flow Yield
Buying dips for companies with significant free cash flow yield (FCF / Market Cap) and reasonable debt / market cap
-7.7%-7.7%-7.7%
DXCM_10312025_Monopoly_xInd_xCD_Getting_Cheaper10312025DXCMDexComMonopolyMY | Getting CheaperMonopoly-Like with P/S Decline
Large cap with monopoly-like margins or cash flow generation and getting cheaper based on P/S multiple
-5.5%-5.5%-5.5%
ACHC_10242025_Dip_Buyer_ValueBuy10242025ACHCAcadia HealthcareDip BuyDB | P/E OPMDip Buy with Low PE and High Margin
Buying dips for companies with tame PE and meaningfully high operating margin
-16.6%-16.6%-16.6%
PBH_10102025_Dip_Buyer_ValueBuy10102025PBHPrestige Consumer HealthcareDip BuyDB | P/E OPMDip Buy with Low PE and High Margin
Buying dips for companies with tame PE and meaningfully high operating margin
-1.7%-1.7%-1.9%
REGN_10032025_Dip_Buyer_ValueBuy10032025REGNRegeneron PharmaceuticalsDip BuyDB | P/E OPMDip Buy with Low PE and High Margin
Buying dips for companies with tame PE and meaningfully high operating margin
9.6%9.6%-7.0%
Unique KeyDateTickerCompanyCategoryTrade Strategy6M Fwd Rtn12M Fwd Rtn12M Max DD
GDRX_10312025_Dip_Buyer_High_FCF_Yield_ExInd_DE_RevG10312025GDRXGoodRxDip BuyDB | FCF Yield | Low D/EDip Buy with High Free Cash Flow Yield
Buying dips for companies with significant free cash flow yield (FCF / Market Cap) and reasonable debt / market cap
-7.7%-7.7%-7.7%
DXCM_10312025_Monopoly_xInd_xCD_Getting_Cheaper10312025DXCMDexComMonopolyMY | Getting CheaperMonopoly-Like with P/S Decline
Large cap with monopoly-like margins or cash flow generation and getting cheaper based on P/S multiple
-5.5%-5.5%-5.5%
ACHC_10242025_Dip_Buyer_ValueBuy10242025ACHCAcadia HealthcareDip BuyDB | P/E OPMDip Buy with Low PE and High Margin
Buying dips for companies with tame PE and meaningfully high operating margin
-16.6%-16.6%-16.6%
PBH_10102025_Dip_Buyer_ValueBuy10102025PBHPrestige Consumer HealthcareDip BuyDB | P/E OPMDip Buy with Low PE and High Margin
Buying dips for companies with tame PE and meaningfully high operating margin
-1.7%-1.7%-1.9%
REGN_10032025_Dip_Buyer_ValueBuy10032025REGNRegeneron PharmaceuticalsDip BuyDB | P/E OPMDip Buy with Low PE and High Margin
Buying dips for companies with tame PE and meaningfully high operating margin
9.6%9.6%-7.0%

Recent Active Movers

Recent Active Movers

More From Trefis

Peer Comparisons for AIM ImmunoTech

Financials

AIMVRTXAPMBBOTGDTCHINDMedian
NameAIM Immu.Vertex P.Aptorum BridgeBi.CytoMed .Vyome  
Mkt Price1.68409.471.3812.151.885.513.69
Mkt Cap0.0104.7----52.3
Rev LTM011,723-0--0
Op Inc LTM-17-92--93---92
FCF LTM-123,337--60---12
FCF 3Y Avg-182,064----1,023
CFO LTM-113,718--60---11
CFO 3Y Avg-172,419----1,201

Growth & Margins

AIMVRTXAPMBBOTGDTCHINDMedian
NameAIM Immu.Vertex P.Aptorum BridgeBi.CytoMed .Vyome  
Rev Chg LTM-39.8%10.3%-----14.7%
Rev Chg 3Y Avg-1.7%10.5%----4.4%
Rev Chg Q-50.0%11.0%-----19.5%
QoQ Delta Rev Chg LTM-17.1%2.7%-----7.2%
Op Mgn LTM-13,726.4%-0.8%-----6,863.6%
Op Mgn 3Y Avg-14,146.1%26.2%-----7,059.9%
QoQ Delta Op Mgn LTM-1,632.6%1.0%-----815.8%
CFO/Rev LTM-9,055.4%31.7%-----4,511.8%
CFO/Rev 3Y Avg-10,222.7%23.1%-----5,099.8%
FCF/Rev LTM-9,518.2%28.5%-----4,744.9%
FCF/Rev 3Y Avg-10,525.3%19.8%-----5,252.8%

Valuation

AIMVRTXAPMBBOTGDTCHINDMedian
NameAIM Immu.Vertex P.Aptorum BridgeBi.CytoMed .Vyome  
Mkt Cap0.0104.7----52.3
P/S10.58.9----9.7
P/EBIT-0.123.5----11.7
P/E-0.128.5----14.2
P/CFO-0.128.1----14.0
Total Yield-1,267.3%3.5%-----631.9%
Dividend Yield0.0%0.0%----0.0%
FCF Yield 3Y Avg-405.2%2.3%-----201.5%
D/E2.20.0----1.1
Net D/E1.5-0.0----0.8

Returns

AIMVRTXAPMBBOTGDTCHINDMedian
NameAIM Immu.Vertex P.Aptorum BridgeBi.CytoMed .Vyome  
1M Rtn-34.8%-2.8%-42.7%1.0%-13.4%-6.1%-9.7%
3M Rtn-32.8%11.7%9.5%-0.5%-5.0%
6M Rtn-78.3%-3.7%60.3%--15.3%--9.5%
12M Rtn-78.3%-18.5%7.8%--26.0%--22.2%
3Y Rtn-78.3%33.6%-78.9%----78.3%
1M Excs Rtn-35.5%-1.2%-41.7%-1.7%-16.4%0.3%-9.0%
3M Excs Rtn-40.7%3.8%-8.4%--1.1%--4.8%
6M Excs Rtn-97.2%-22.5%41.4%--34.2%--28.4%
12M Excs Rtn-94.7%-34.4%-14.9%--44.7%--39.6%
3Y Excs Rtn-157.3%-46.9%-157.1%----157.1%

Financials

Segment Financials

Revenue by Segment

$ Mil20242023202220212020
Research and development of potential therapeutics for cancers, viruses and autoimmune disorders00000
Total00000


Short Interest

Short Interest: As Of Date10152025
Short Interest: Shares Quantity44,801
Short Interest: % Change Since 9302025-17.8%
Average Daily Volume76,166
Days-to-Cover Short Interest1
Basic Shares Quantity759,289
Short % of Basic Shares5.9%

Earnings Returns History

Expand for More

 Forward Returns
Earnings Date1D Returns5D Returns21D Returns
4/16/20200.0%0.0%0.0%
10/7/20190.0%0.0%0.0%
8/15/20170.0%0.0%0.0%
4/3/20170.0%0.0%0.0%
11/15/20160.0%0.0%0.0%
8/15/20160.0%0.0%0.0%
3/30/20160.0%0.0%0.0%
SUMMARY STATS   
# Positive777
# Negative000
Median Positive0.0%0.0%0.0%
Median Negative   
Max Positive0.0%0.0%0.0%
Max Negative   

SEC Filings

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Report DateFiling DateFiling
6302025814202510-Q 6/30/2025
3312025515202510-Q 3/31/2025
12312024327202510-K 12/31/2024
93020241114202410-Q 9/30/2024
6302024814202410-Q 6/30/2024
3312024515202410-Q 3/31/2024
12312023401202410-K 12/31/2023
93020231114202310-Q 9/30/2023
6302023814202310-Q 6/30/2023
3312023515202310-Q 3/31/2023
12312022331202310-K 12/31/2022
93020221114202210-Q 9/30/2022
6302022815202210-Q 6/30/2022
3312022513202210-Q 3/31/2022
12312021331202210-K 12/31/2021
93020211115202110-Q 9/30/2021

Insider Activity

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 OwnerTitleFiling DateActionPriceSharesTransacted
Value
Value of
Held Shares
Form
0Equels Thomas KCEO & President6162025Buy7.70107824299,298Form
1Equels Thomas KCEO & President6132025Buy8.70103896336,472Form
2MITCHELL WILLIAM M4232025Buy0.03196,8515,00013,252Form
3Equels Thomas KCEO & President4232025Buy0.031,968,50450,00098,235Form
4KELLNER TED D4232025Buy0.031,968,50450,00050,025Form