Allurion Technologies (ALUR)
Market Price (2/4/2026): $1.21 | Market Cap: $9.4 MilSector: Health Care | Industry: Life Sciences Tools & Services
Allurion Technologies (ALUR)
Market Price (2/4/2026): $1.21Market Cap: $9.4 MilSector: Health CareIndustry: Life Sciences Tools & Services
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
| Valuation becoming less expensiveP/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is -29% | Weak multi-year price returns2Y Excs Rtn is -140%, 3Y Excs Rtn is -171% | Not profitable at operating income levelOp Inc LTMOperating Income, Last Twelve Months is -41 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -238% |
| Megatrend and thematic driversMegatrends include Health & Wellness Trends, Digital Health & Telemedicine, and Aging Population & Chronic Disease. Themes include Weight Management Solutions, Show more. | Debt is significantNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 298% | |
| Weak revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is -50%, Rev Chg QQuarterly Revenue Change % is -50% | ||
| Significant share based compensationSBC/Rev LTMShare Based Compensation / Revenue (Sales), Last Twelve Months (LTM) is 50% | ||
| Not cash flow generativeCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is -340%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -346% | ||
| 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 -357% | ||
| High stock price volatilityVol 12M is 111% | ||
| Key risksALUR key risks include [1] securing critical FDA approval for its products, Show more. |
| Valuation becoming less expensiveP/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is -29% |
| Megatrend and thematic driversMegatrends include Health & Wellness Trends, Digital Health & Telemedicine, and Aging Population & Chronic Disease. Themes include Weight Management Solutions, Show more. |
| Weak multi-year price returns2Y Excs Rtn is -140%, 3Y Excs Rtn is -171% |
| Not profitable at operating income levelOp Inc LTMOperating Income, Last Twelve Months is -41 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -238% |
| Debt is significantNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 298% |
| Weak revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is -50%, Rev Chg QQuarterly Revenue Change % is -50% |
| Significant share based compensationSBC/Rev LTMShare Based Compensation / Revenue (Sales), Last Twelve Months (LTM) is 50% |
| Not cash flow generativeCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is -340%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -346% |
| 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 -357% |
| High stock price volatilityVol 12M is 111% |
| Key risksALUR key risks include [1] securing critical FDA approval for its products, Show more. |
Qualitative Assessment
AI Analysis | Feedback
Allurion Technologies (ALUR) stock has lost about 35% since 10/31/2025 because of the following key factors:
1. Persistent Operating Losses and Financial Instability
Allurion Technologies has consistently reported operating losses since its inception. The company's forecasted annual EBITDA for December 31, 2025, was negative $23 million, indicating ongoing unprofitability. While preliminary fourth-quarter 2025 results showed quarter-over-quarter revenue growth and efforts to reduce operating losses, the company remains focused on its path to achieving overall profitability.
2. Intense Competition from GLP-1 Medications
Increased competition from GLP-1 medications has been a significant challenge for Allurion Technologies. The rapidly evolving landscape of GLP-1 therapies creates dynamic market conditions that the company must navigate, even as it strategizes to integrate its programs with these treatments. This competitive pressure has contributed to revenue declines, including a 40.4% year-over-year decrease in the first quarter of 2025 revenue.
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1. Persistent Operating Losses and Financial Instability
Allurion Technologies has consistently reported operating losses since its inception. The company's forecasted annual EBITDA for December 31, 2025, was negative $23 million, indicating ongoing unprofitability. While preliminary fourth-quarter 2025 results showed quarter-over-quarter revenue growth and efforts to reduce operating losses, the company remains focused on its path to achieving overall profitability.
2. Intense Competition from GLP-1 Medications
Increased competition from GLP-1 medications has been a significant challenge for Allurion Technologies. The rapidly evolving landscape of GLP-1 therapies creates dynamic market conditions that the company must navigate, even as it strategizes to integrate its programs with these treatments. This competitive pressure has contributed to revenue declines, including a 40.4% year-over-year decrease in the first quarter of 2025 revenue.
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Stock Movement Drivers
Fundamental Drivers
The -34.6% change in ALUR stock from 10/31/2025 to 2/4/2026 was primarily driven by a -19.5% change in the company's P/S Multiple.| (LTM values as of) | 10312025 | 2042026 | Change |
|---|---|---|---|
| Stock Price ($) | 1.85 | 1.21 | -34.6% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 20 | 17 | -13.6% |
| P/S Multiple | 0.7 | 0.5 | -19.5% |
| Shares Outstanding (Mil) | 7 | 8 | -6.0% |
| Cumulative Contribution | -34.6% |
Market Drivers
10/31/2025 to 2/4/2026| Return | Correlation | |
|---|---|---|
| ALUR | -36.2% | |
| Market (SPY) | 0.6% | 36.8% |
| Sector (XLV) | 8.2% | -2.9% |
Fundamental Drivers
The -56.5% change in ALUR stock from 7/31/2025 to 2/4/2026 was primarily driven by a -39.2% change in the company's Total Revenues ($ Mil).| (LTM values as of) | 7312025 | 2042026 | Change |
|---|---|---|---|
| Stock Price ($) | 2.78 | 1.21 | -56.5% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 28 | 17 | -39.2% |
| P/S Multiple | 0.5 | 0.5 | 16.3% |
| Shares Outstanding (Mil) | 5 | 8 | -38.4% |
| Cumulative Contribution | -56.5% |
Market Drivers
7/31/2025 to 2/4/2026| Return | Correlation | |
|---|---|---|
| ALUR | -57.6% | |
| Market (SPY) | 8.9% | 36.8% |
| Sector (XLV) | 20.2% | 3.8% |
Fundamental Drivers
The -79.4% change in ALUR stock from 1/31/2025 to 2/4/2026 was primarily driven by a -67.0% change in the company's Shares Outstanding (Mil).| (LTM values as of) | 1312025 | 2042026 | Change |
|---|---|---|---|
| Stock Price ($) | 5.88 | 1.21 | -79.4% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 35 | 17 | -50.5% |
| P/S Multiple | 0.4 | 0.5 | 25.9% |
| Shares Outstanding (Mil) | 3 | 8 | -67.0% |
| Cumulative Contribution | -79.4% |
Market Drivers
1/31/2025 to 2/4/2026| Return | Correlation | |
|---|---|---|
| ALUR | -79.9% | |
| Market (SPY) | 15.0% | 22.3% |
| Sector (XLV) | 7.6% | 2.6% |
Fundamental Drivers
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Market Drivers
1/31/2023 to 2/4/2026| Return | Correlation | |
|---|---|---|
| ALUR | ||
| Market (SPY) | 75.1% | 6.4% |
| Sector (XLV) | 22.4% | 4.6% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| ALUR Return | - | - | -48% | -100% | 186% | 10% | -99% |
| Peers Return | 24% | 0% | 23% | 28% | 25% | -1% | 140% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 1% | 84% |
Monthly Win Rates [3] | |||||||
| ALUR Win Rate | - | - | 40% | 25% | 33% | 50% | |
| Peers Win Rate | 52% | 55% | 52% | 60% | 63% | 40% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 50% | |
Max Drawdowns [4] | |||||||
| ALUR Max Drawdown | - | - | -62% | -100% | -3% | 0% | |
| Peers Max Drawdown | -7% | -23% | -11% | -3% | -8% | -6% | |
| S&P 500 Max Drawdown | -1% | -25% | -1% | -2% | -15% | -1% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: BSX, MDT, JNJ, ISRG, LLY.
[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 2/4/2026 (YTD)
How Low Can It Go
ALUR has limited trading history. Below is the Health Care sector ETF (XLV) in its place.
| Event | XLV | S&P 500 |
|---|---|---|
| 2022 Inflation Shock | ||
| % Loss | -16.1% | -25.4% |
| % Gain to Breakeven | 19.1% | 34.1% |
| Time to Breakeven | 599 days | 464 days |
| 2020 Covid Pandemic | ||
| % Loss | -28.8% | -33.9% |
| % Gain to Breakeven | 40.4% | 51.3% |
| Time to Breakeven | 116 days | 148 days |
| 2018 Correction | ||
| % Loss | -15.8% | -19.8% |
| % Gain to Breakeven | 18.8% | 24.7% |
| Time to Breakeven | 326 days | 120 days |
| 2008 Global Financial Crisis | ||
| % Loss | -40.6% | -56.8% |
| % Gain to Breakeven | 68.3% | 131.3% |
| Time to Breakeven | 1,100 days | 1,480 days |
Compare to BSX, MDT, JNJ, ISRG, LLY
In The Past
SPDR Select Sector Fund's stock fell -16.1% during the 2022 Inflation Shock from a high on 4/8/2022. A -16.1% loss requires a 19.1% gain to breakeven.
Preserve Wealth
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Asset Allocation
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About Allurion Technologies (ALUR)
AI Analysis | Feedback
Here are 1-2 brief analogies for Allurion Technologies:- The Invisalign for weight loss.
- CoolSculpting for internal weight loss.
AI Analysis | Feedback
- Allurion Gastric Balloon: A non-surgical, swallowable balloon designed to temporarily fill a portion of the stomach, promoting feelings of fullness and aiding weight loss.
- Allurion Program: A comprehensive weight-loss program that integrates the Allurion Gastric Balloon with digital health tools (connected scale, smartwatch, mobile app) and clinical support for sustained lifestyle changes.
AI Analysis | Feedback
Allurion Technologies (ALUR) primarily sells its products and services to other companies, specifically healthcare providers, rather than directly to individuals.
Their major customers are not individual consumers but rather:
- Medical clinics
- Hospitals
- Bariatric centers
- Weight-loss specialty clinics
- Individual healthcare professionals (who operate within or own the aforementioned types of clinics)
These entities purchase the Allurion Program components (such as the Allurion Gastric Balloon, smart scale, and access to their digital platform) to then offer the complete program to their own patients seeking weight management solutions.
Due to the distributed nature of their provider network across numerous countries and the typical business practices in the medical device industry, Allurion Technologies does not publicly disclose the names of specific "major customer companies" or individual clinic chains that would account for a significant portion of their revenue. Therefore, it is not possible to list specific customer company names and their stock symbols.
AI Analysis | Feedback
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AI Analysis | Feedback
Shantanu Gaur, Chief Executive Officer and Co-Founder
Shantanu Gaur co-founded Allurion Technologies in 2009 while at Harvard Medical School with a mission to end obesity globally. He graduated summa cum laude from Harvard College with a B.S. in Biology and received his M.D. from Harvard Medical School, where he was recognized as a Paul Revere Frothingham Scholar and Paul & Daisy Soros Fellow. Gaur is an inventor on over 40 patents and has authored numerous peer-reviewed publications. Under his leadership, Allurion has treated over 100,000 patients, shedding over 2 million pounds, and achieved a 100%+ compound annual growth rate in revenues for seven years. Allurion went public on the New York Stock Exchange in August 2023.
Christopher Geberth, Former Chief Financial Officer
Christopher Geberth served as the Chief Financial Officer of Allurion Technologies from September 2020 until his resignation on November 13, 2024. Prior to joining Allurion, he was the Chief Financial Officer at Lutronic Inc., a medical equipment manufacturer, from December 2017 to September 2020. Before Lutronic, Geberth was the Executive Vice President of Finance at Cynosure, Inc., another medical equipment manufacturer, from June 2008 to December 2017. He holds a B.B.A. in Business from Pace University. As of November 13, 2024, CEO Shantanu Gaur temporarily assumed financial responsibilities.
Ram Chuttani M.D., Chief Medical Officer and Founding Partner
Ram Chuttani is the Chief Medical Officer and Founding Partner at Allurion Technologies. He previously served as Director of Endoscopy at Beth Israel Deaconess Medical Center and as a Professor at Brigham and Women's Hospital.
Ojas Buch, Chief Operating Officer
Ojas Buch serves as the Chief Operating Officer of Allurion Technologies.
Brendan Gibbons, Chief Legal Officer
Brendan Gibbons holds the position of Chief Legal Officer at Allurion Technologies.
AI Analysis | Feedback
The key risks to Allurion Technologies (ALUR) primarily revolve around regulatory hurdles, intense market competition, and the company's financial viability.
- Regulatory Approval and Commercialization: A primary risk for Allurion Technologies is its ability to obtain and maintain regulatory approvals, particularly the crucial U.S. Food and Drug Administration (FDA) approval for the Allurion Smart Capsule and Allurion Balloon. While the company has been advancing through FDA milestones, the successful commercialization of its products, especially in the significant U.S. market, is contingent upon securing and maintaining these approvals. The timing and outcome of these regulatory processes are critical for the company's market entry and future revenue generation.
- Market Competition, particularly from GLP-1 Drugs: Allurion operates in a highly competitive and rapidly evolving obesity treatment market. A significant risk comes from the ongoing evolution of this market, particularly the increasing impact and adoption of GLP-1 (glucagon-like peptide-1) drugs. These pharmaceutical treatments represent a strong competitive force that could affect the demand for Allurion's non-surgical weight loss program. The company is exploring combination therapies with low-dose GLP-1s, indicating the competitive pressure from this class of drugs.
- Financial Condition and Profitability: Allurion Technologies faces risks related to its financial performance and ability to achieve sustained profitability. Recent reports indicate challenges such as a decline in revenue and ongoing cash burn. Despite efforts to improve gross margins and reduce operating expenses, the company's financial metrics suggest difficulties in converting innovation into consistent profitability, which is essential for long-term growth and operational sustainability.
AI Analysis | Feedback
The widespread adoption and increasing efficacy of GLP-1 receptor agonist drugs (such as semaglutide and tirzepatide, marketed as Ozempic, Wegovy, and Mounjaro) for weight loss pose a significant emerging threat to Allurion Technologies. These pharmaceutical interventions offer a highly effective, non-surgical, and increasingly accessible alternative for individuals seeking substantial weight reduction, directly competing with the market for medical devices like Allurion's Elipse balloon. The growing preference and prescribing trends for these drugs could reduce the addressable market and demand for device-based weight loss solutions.
AI Analysis | Feedback
Allurion Technologies (ALUR) operates in the weight loss solutions market with its main products being the Allurion Balloon and the Allurion Virtual Care Suite (VCS). The addressable market for the intragastric balloon, which includes the Allurion Balloon, is substantial and growing: * The global intragastric balloon market was valued at $32.2 million in 2023. This market is projected to grow to $115.3 million by 2033, demonstrating a Compound Annual Growth Rate (CAGR) of 13.6% from 2024 to 2033. * Specifically, the North American intragastric balloon market was valued at $21.1 million in 2024, representing a dominant share of the global market. While the Allurion Virtual Care Suite is commercially available in the United States and used by providers in over 50 countries, specific monetary market sizing for this product was not identified.AI Analysis | Feedback
Allurion Technologies (ALUR) is poised for future revenue growth over the next 2-3 years, driven by several strategic initiatives and product advancements:- U.S. Market Entry: Allurion's Pre-Market Authorization (PMA) application for the Allurion Balloon has been accepted by the FDA, following positive topline results from its AUDACITY clinical trial. The company is actively preparing for a potential U.S. market launch, which is expected to be a significant driver of new revenue, possibly in 2026.
- Combination Therapy with Low-Dose GLP-1s: Allurion is strategically pivoting to focus on combining its Allurion Program with low-dose GLP-1 (glucagon-like peptide-1) therapies. This approach aims to enhance weight loss, preserve muscle mass, and improve adherence to GLP-1 treatments, addressing limitations of GLP-1s alone. Initial pilot programs demonstrating a 20% growth in comprehensive obesity management program accounts compared to the prior quarter suggest strong potential for this new offering.
- Expansion into New International Markets: The Allurion Program is currently registered in over 50 countries, and the company plans to launch in additional new international markets over the next three years, further extending its global reach and customer base.
- Launch of Next-Generation Allurion Balloon Technology and Enhanced R&D Pipeline: Allurion has advanced its research and development pipeline, including securing new U.S. patents for an enhanced, next-generation version of its balloon technology, which is protected through April 2043. Additionally, the company has signed a term sheet with a strategic partner to potentially develop a novel GLP-1 drug-eluting intragastric balloon, indicating a commitment to product innovation.
- Growth of the Virtual Care Suite (VCS) and Digital Health Tools: The Allurion Virtual Care Suite, which includes the Allurion Mobile App, the Iris AI Platform for healthcare providers (Allurion Insights), and the Allurion Connected Scale, forms a comprehensive digital ecosystem supporting its weight-loss program. AI product revenue from the Virtual Care Suite experienced an 82% year-over-year growth in the third quarter of 2024, indicating increasing adoption and revenue contribution from these digital solutions.
AI Analysis | Feedback
Share Issuance
- Allurion Technologies became publicly listed in August 2023 through a business combination with Compute Health Acquisition Corp., issuing 37,812,000 shares to Allurion equityholders based on an assumed $500 million pro forma enterprise value.
- In February 2025, Allurion announced a registered direct offering to sell 900,000 shares of common stock for approximately $6.1 million in gross proceeds, alongside the issuance of warrants to purchase up to 1,800,000 shares in a concurrent private placement.
- In June 2024, the company launched an underwritten public offering to raise up to $20 million through the sale of common stock and warrants, with net proceeds intended for clinical trials, commercial sales, research and development, and general corporate purposes.
Inbound Investments
- The business combination in August 2023 resulted in approximately $100 million in net proceeds, including a Private Investment in Public Equity (PIPE) led by RTW Investments, equity contributions from Medtronic and Omar Ishrak, synthetic royalty financing, and a senior secured term loan from an affiliate of Fortress Investment Group.
- A $100 million Chardan Equity Facility (ChEF) was established as part of the SPAC merger, offering Allurion the flexibility to raise additional capital opportunistically post-closing.
- In January 2025, Allurion secured $2.5 million in gross proceeds through a private placement agreement with RTW Investments, which also included an option for up to an additional $10 million in funding tranches, aimed at extending the company's financial runway into early 2026.
Latest Trefis Analyses
| Title | Date | |
|---|---|---|
| DASHBOARDS | ||
| Allurion Technologies Earnings Notes | 12/16/2025 | |
| With Allurion Technologies Stock Sliding, Have You Assessed The Risk? | 10/17/2025 |
| Title | |
|---|---|
| ARTICLES |
Research & Analysis
Invest in Strategies
Wealth Management
Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 168.03 |
| Mkt Cap | 150.6 |
| Rev LTM | 27,054 |
| Op Inc LTM | 5,220 |
| FCF LTM | 4,417 |
| FCF 3Y Avg | 1,947 |
| CFO LTM | 5,870 |
| CFO 3Y Avg | 4,966 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 12.9% |
| Rev Chg 3Y Avg | 15.6% |
| Rev Chg Q | 12.8% |
| QoQ Delta Rev Chg LTM | 3.2% |
| Op Mgn LTM | 22.8% |
| Op Mgn 3Y Avg | 22.5% |
| QoQ Delta Op Mgn LTM | 0.4% |
| CFO/Rev LTM | 25.1% |
| CFO/Rev 3Y Avg | 20.1% |
| FCF/Rev LTM | 16.9% |
| FCF/Rev 3Y Avg | 14.4% |
Valuation
| Median | |
|---|---|
| Name | |
| Mkt Cap | 150.6 |
| P/S | 6.0 |
| P/EBIT | 26.0 |
| P/E | 34.2 |
| P/CFO | 24.0 |
| Total Yield | 2.4% |
| Dividend Yield | 0.3% |
| FCF Yield 3Y Avg | 1.4% |
| D/E | 0.1 |
| Net D/E | 0.1 |
Returns
| Median | |
|---|---|
| Name | |
| 1M Rtn | -5.2% |
| 3M Rtn | 0.6% |
| 6M Rtn | 8.6% |
| 12M Rtn | -0.7% |
| 3Y Rtn | 57.2% |
| 1M Excs Rtn | -4.9% |
| 3M Excs Rtn | 0.7% |
| 6M Excs Rtn | -1.2% |
| 12M Excs Rtn | -15.2% |
| 3Y Excs Rtn | -8.8% |
Price Behavior
Price Behavior
| Market Price | $1.18 | |
| Market Cap ($ Bil) | 0.0 | |
| First Trading Date | 08/02/2023 | |
| Distance from 52W High | -81.8% | |
| 50 Days | 200 Days | |
| DMA Price | $1.52 | $2.14 |
| DMA Trend | down | down |
| Distance from DMA | -22.4% | -44.9% |
| 3M | 1YR | |
| Volatility | 131.4% | 111.5% |
| Downside Capture | 566.49 | 362.94 |
| Upside Capture | 320.89 | 139.44 |
| Correlation (SPY) | 34.9% | 22.5% |
ALUR Betas & Captures as of 1/31/2026
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 6.47 | 4.08 | 4.54 | 3.51 | 1.29 | 0.91 |
| Up Beta | -7.15 | -7.23 | 1.92 | 2.46 | -0.23 | 0.02 |
| Down Beta | 5.44 | 3.28 | 5.20 | 3.53 | 1.74 | -0.05 |
| Up Capture | 1263% | 718% | 445% | 262% | 193% | 154% |
| Bmk +ve Days | 11 | 22 | 34 | 71 | 142 | 430 |
| Stock +ve Days | 9 | 16 | 22 | 47 | 100 | 255 |
| Down Capture | 945% | 610% | 415% | 326% | 166% | 113% |
| Bmk -ve Days | 9 | 19 | 27 | 54 | 109 | 321 |
| Stock -ve Days | 11 | 24 | 37 | 75 | 137 | 346 |
[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 ALUR | |
|---|---|---|---|---|
| ALUR | -81.6% | 111.5% | -1.04 | - |
| Sector ETF (XLV) | 7.3% | 17.2% | 0.25 | 2.4% |
| Equity (SPY) | 15.9% | 19.2% | 0.64 | 22.8% |
| Gold (GLD) | 76.1% | 24.5% | 2.27 | 5.6% |
| Commodities (DBC) | 9.3% | 16.5% | 0.36 | 6.2% |
| Real Estate (VNQ) | 4.6% | 16.5% | 0.10 | 10.8% |
| Bitcoin (BTCUSD) | -24.7% | 40.5% | -0.60 | 15.8% |
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Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with ALUR | |
|---|---|---|---|---|
| ALUR | -63.4% | 1,160.3% | 0.53 | - |
| Sector ETF (XLV) | 7.7% | 14.4% | 0.35 | 4.6% |
| Equity (SPY) | 14.2% | 17.0% | 0.66 | 6.4% |
| Gold (GLD) | 21.5% | 16.8% | 1.04 | -1.9% |
| Commodities (DBC) | 12.1% | 18.9% | 0.52 | -1.8% |
| Real Estate (VNQ) | 5.0% | 18.8% | 0.17 | 5.8% |
| Bitcoin (BTCUSD) | 18.0% | 57.4% | 0.52 | 2.8% |
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 ALUR | |
|---|---|---|---|---|
| ALUR | -39.5% | 1,160.3% | 0.53 | - |
| Sector ETF (XLV) | 10.7% | 16.6% | 0.53 | 4.6% |
| Equity (SPY) | 15.7% | 17.9% | 0.75 | 6.4% |
| Gold (GLD) | 15.6% | 15.5% | 0.84 | -1.9% |
| Commodities (DBC) | 8.3% | 17.6% | 0.39 | -1.8% |
| Real Estate (VNQ) | 5.9% | 20.8% | 0.25 | 5.8% |
| Bitcoin (BTCUSD) | 69.3% | 66.5% | 1.09 | 2.8% |
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 |
| 11/12/2025 | 0.7% | -4.7% | 12.1% |
| 8/7/2025 | -2.9% | -9.8% | -21.0% |
| 3/26/2025 | 0.3% | 6.4% | -25.1% |
| 11/13/2024 | -26.3% | -42.3% | -51.4% |
| 8/13/2024 | -2.1% | -16.5% | -22.0% |
| 3/21/2024 | -4.3% | -16.2% | -5.2% |
| 11/13/2023 | 1.7% | 2.4% | -19.2% |
| SUMMARY STATS | |||
| # Positive | 3 | 2 | 1 |
| # Negative | 4 | 5 | 6 |
| Median Positive | 0.7% | 4.4% | 12.1% |
| Median Negative | -3.6% | -16.2% | -21.5% |
| Max Positive | 1.7% | 6.4% | 12.1% |
| Max Negative | -26.3% | -42.3% | -51.4% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 09/30/2025 | 11/17/2025 | 10-Q |
| 06/30/2025 | 08/19/2025 | 10-Q |
| 03/31/2025 | 05/15/2025 | 10-Q |
| 12/31/2024 | 03/27/2025 | 10-K |
| 09/30/2024 | 11/13/2024 | 10-Q |
| 06/30/2024 | 08/14/2024 | 10-Q |
| 03/31/2024 | 05/14/2024 | 10-Q |
| 12/31/2023 | 03/26/2024 | 10-K |
| 09/30/2023 | 11/14/2023 | 10-Q |
| 06/30/2023 | 10/20/2023 | 10-Q |
| 03/31/2023 | 07/07/2023 | 424B3 |
| 12/31/2021 | 02/14/2023 | DRS |
Insider Activity
Expand for More| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Davin, Michael R | See footnote | Sell | 12052025 | 1.48 | 1,606 | 2,377 | 2,377 | Form | |
| 2 | Davin, Michael R | See footnote | Sell | 12052025 | 1.58 | 1,606 | Form | |||
| 3 | Gaur, Shantanu | Chief Executive Officer | Direct | Buy | 5212025 | 3.06 | 8,000 | 24,484 | 48,968 | Form |
| 4 | Gaur, Shantanu | Chief Executive Officer | Direct | Buy | 4012025 | 3.35 | 8,000 | 26,800 | 26,800 | Form |
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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