Alzamend Neuro (ALZN)
Market Price (6/23/2026): $1.24 | Market Cap: $4.7 MilSector: Health Care | Industry: Biotechnology
Alzamend Neuro (ALZN)
Market Price (6/23/2026): $1.24Market Cap: $4.7 MilSector: Health CareIndustry: Biotechnology
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 -58% Megatrend and thematic driversMegatrends include Precision Medicine, and Aging Population & Chronic Disease. Themes include Biopharmaceutical R&D, Targeted Therapies, Show more. | Weak multi-year price returns2Y Excs Rtn is -135%, 3Y Excs Rtn is -171% | Very low revenueRev LTMTotal Revenue or Sales, Last Twelve Months is 0 Not profitable at operating income levelOp Inc LTMOperating Income, Last Twelve Months is -7.0 Mil 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 -156% Key risksALZN key risks include [1] substantial doubt about its ability to continue as a going concern due to a significant accumulated deficit and [2] its total dependence on the successful clinical and regulatory approval of its two drug candidates, 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 -58% |
| Megatrend and thematic driversMegatrends include Precision Medicine, and Aging Population & Chronic Disease. Themes include Biopharmaceutical R&D, Targeted Therapies, Show more. |
| Weak multi-year price returns2Y Excs Rtn is -135%, 3Y Excs Rtn is -171% |
| Very low revenueRev LTMTotal Revenue or Sales, Last Twelve Months is 0 |
| Not profitable at operating income levelOp Inc LTMOperating Income, Last Twelve Months is -7.0 Mil |
| 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 -156% |
| Key risksALZN key risks include [1] substantial doubt about its ability to continue as a going concern due to a significant accumulated deficit and [2] its total dependence on the successful clinical and regulatory approval of its two drug candidates, Show more. |
Qualitative Assessment
AI Analysis | Feedback
Alzamend Neuro (ALZN) stock has lost about 40% since 2/28/2026 because of the following key factors:
1. Nasdaq Listing Deficiency.
On March 20, 2026, Alzamend Neuro was notified by Nasdaq that its stockholders' equity, reported at approximately $2.2 million as of fiscal Q3 2026 (which ended January 31, 2026), did not meet the Nasdaq Capital Market's minimum requirement of $2.5 million. This initiated a formal deficiency process, requiring the company to submit a plan to regain compliance by May 4, 2026, to avoid potential delisting.
2. Q3 Fiscal Year 2026 Earnings Miss.
Alzamend Neuro, whose fiscal year ends on April 30, reported its fiscal Q3 2026 earnings (for the quarter ended January 31, 2026) on March 11, 2026. The company posted an Earnings Per Share (EPS) of -$0.58, which missed analysts' consensus estimates of -$0.53 by $0.05. Consistent with its pre-commercialization stage, the company reported no revenue for the quarter.
Show more
Alzamend Neuro (ALZN) stock has lost about 40% since 2/28/2026 because of the following key factors:
1. Nasdaq Listing Deficiency.
On March 20, 2026, Alzamend Neuro was notified by Nasdaq that its stockholders' equity, reported at approximately $2.2 million as of fiscal Q3 2026 (which ended January 31, 2026), did not meet the Nasdaq Capital Market's minimum requirement of $2.5 million. This initiated a formal deficiency process, requiring the company to submit a plan to regain compliance by May 4, 2026, to avoid potential delisting.
2. Q3 Fiscal Year 2026 Earnings Miss.
Alzamend Neuro, whose fiscal year ends on April 30, reported its fiscal Q3 2026 earnings (for the quarter ended January 31, 2026) on March 11, 2026. The company posted an Earnings Per Share (EPS) of -$0.58, which missed analysts' consensus estimates of -$0.53 by $0.05. Consistent with its pre-commercialization stage, the company reported no revenue for the quarter.
3. Investor Caution on Phase II Clinical Trial Data.
Despite announcements of "positive topline data" on March 26, 2026, and "encouraging pharmacodynamic data" on April 7, 2026, from its Phase II AL001 "Lithium in Brain" study in healthy subjects, the stock experienced a decline. Although the data indicated bioequivalence and numerically superior brain delivery of AL001, the results were based on a small sample size of six subjects per arm, leading to "directional, non‑definitive results" that likely contributed to investor caution regarding the drug's future development and commercial prospects.
4. Significant Share Dilution.
Over the past year, Alzamend Neuro experienced substantial shareholder dilution, with its total shares outstanding increasing by 375%. This significant increase in the number of outstanding shares typically places downward pressure on the per-share stock price.
Show less
Stock Movement Drivers
Fundamental Drivers
The -39.3% change in ALZN stock from 2/28/2026 to 6/22/2026 was primarily driven by a -11.1% change in the company's Shares Outstanding (Mil).| (LTM values as of) | 2282026 | 6222026 | Change |
|---|---|---|---|
| Stock Price ($) | 2.01 | 1.22 | -39.3% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 0 | 0 | 0.0% |
| P/S Multiple | ∞ | ∞ | 0.0% |
| Shares Outstanding (Mil) | 3 | 4 | -11.1% |
| Cumulative Contribution | 0.0% |
Market Drivers
2/28/2026 to 6/22/2026| Return | Correlation | |
|---|---|---|
| ALZN | -39.3% | |
| Market (SPY) | 8.8% | 42.8% |
| Sector (XLV) | -5.9% | 31.5% |
Fundamental Drivers
The -44.3% change in ALZN stock from 11/30/2025 to 6/22/2026 was primarily driven by a -44.6% change in the company's Shares Outstanding (Mil).| (LTM values as of) | 11302025 | 6222026 | Change |
|---|---|---|---|
| Stock Price ($) | 2.19 | 1.22 | -44.3% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 0 | 0 | 0.0% |
| P/S Multiple | ∞ | ∞ | 0.0% |
| Shares Outstanding (Mil) | 2 | 4 | -44.6% |
| Cumulative Contribution | 0.0% |
Market Drivers
11/30/2025 to 6/22/2026| Return | Correlation | |
|---|---|---|
| ALZN | -44.3% | |
| Market (SPY) | 9.5% | 38.1% |
| Sector (XLV) | -4.0% | 25.5% |
Fundamental Drivers
The -68.1% change in ALZN stock from 5/31/2025 to 6/22/2026 was primarily driven by a -83.9% change in the company's Shares Outstanding (Mil).| (LTM values as of) | 5312025 | 6222026 | Change |
|---|---|---|---|
| Stock Price ($) | 3.83 | 1.22 | -68.1% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 0 | 0 | 0.0% |
| P/S Multiple | ∞ | ∞ | 0.0% |
| Shares Outstanding (Mil) | 1 | 4 | -83.9% |
| Cumulative Contribution | 0.0% |
Market Drivers
5/31/2025 to 6/22/2026| Return | Correlation | |
|---|---|---|
| ALZN | -68.1% | |
| Market (SPY) | 27.7% | 32.5% |
| Sector (XLV) | 15.2% | 26.3% |
Fundamental Drivers
The -99.9% change in ALZN stock from 5/31/2023 to 6/22/2026 was primarily driven by a -98.1% change in the company's Shares Outstanding (Mil).| (LTM values as of) | 5312023 | 6222026 | Change |
|---|---|---|---|
| Stock Price ($) | 980.37 | 1.22 | -99.9% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 0 | 0 | 0.0% |
| P/S Multiple | ∞ | ∞ | 0.0% |
| Shares Outstanding (Mil) | 0 | 4 | -98.1% |
| Cumulative Contribution | 0.0% |
Market Drivers
5/31/2023 to 6/22/2026| Return | Correlation | |
|---|---|---|
| ALZN | -99.9% | |
| Market (SPY) | 85.1% | 15.7% |
| Sector (XLV) | 23.4% | 13.6% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| ALZN Return | -86% | -70% | -89% | -87% | -83% | -33% | -100% |
| Peers Return | 53% | 29% | 23% | -21% | 37% | 5% | 176% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 10% | 100% |
Monthly Win Rates [3] | |||||||
| ALZN Win Rate | 14% | 33% | 25% | 17% | 25% | 67% | |
| Peers Win Rate | 53% | 53% | 50% | 37% | 58% | 53% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 50% | |
Max Drawdowns [4] | |||||||
| ALZN Max Drawdown | - | -76% | -93% | -91% | -95% | -65% | |
| Peers Max Drawdown | -52% | -40% | -36% | -45% | -38% | -23% | |
| S&P 500 Max Drawdown | -5% | -25% | -10% | -8% | -19% | -9% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: BIIB, LLY, AXSM, ACAD, PRTA.
[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 6/22/2026 (YTD)
How Low Can It Go
| Event | ALZN | S&P 500 |
|---|---|---|
| 2024 Yen Carry Trade Unwind | ||
| % Loss | -55.6% | -7.8% |
| % Gain to Breakeven | 125.3% | 8.5% |
| Time to Breakeven | 4 days | 18 days |
| 2023 SVB Regional Banking Crisis | ||
| % Loss | -38.4% | -6.7% |
| % Gain to Breakeven | 62.3% | 7.1% |
| Time to Breakeven | 30 days | 31 days |
In The Past
Alzamend Neuro's stock fell -55.6% during the 2024 Yen Carry Trade Unwind. Such a loss loss requires a 125.3% 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.
| Event | ALZN | S&P 500 |
|---|---|---|
| 2024 Yen Carry Trade Unwind | ||
| % Loss | -55.6% | -7.8% |
| % Gain to Breakeven | 125.3% | 8.5% |
| Time to Breakeven | 4 days | 18 days |
| 2023 SVB Regional Banking Crisis | ||
| % Loss | -38.4% | -6.7% |
| % Gain to Breakeven | 62.3% | 7.1% |
| Time to Breakeven | 30 days | 31 days |
In The Past
Alzamend Neuro's stock fell -55.6% during the 2024 Yen Carry Trade Unwind. Such a loss loss requires a 125.3% 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 Alzamend Neuro (ALZN)
Alzamend Neuro, Inc. (ALZN) is an early clinical-stage biopharmaceutical company dedicated to developing novel therapeutic products for the treatment of neurodegenerative diseases and psychiatric disorders. Headquartered in Atlanta, Georgia, the company focuses on addressing critical unmet medical needs within these challenging areas of healthcare.
The company's pipeline includes two primary product candidates. **AL001** is an ionic cocrystal technology designed to deliver a therapeutic combination of lithium, proline, and salicylate. This compound is being developed with the aim of treating Alzheimer's disease, other neurodegenerative conditions, and various psychiatric disorders, offering a potential broad-spectrum approach to neurological and mental health challenges.
Alzamend Neuro's second key product, **AL002**, is a method utilizing a mutant-peptide sensitized cell as a cell-based therapeutic vaccine. The objective of AL002 is to restore the ability of a patient's immunological system to combat Alzheimer's disease. As an emerging biopharmaceutical firm, Alzamend Neuro's primary market consists of patients affected by these debilitating diseases, with the ultimate goal of providing innovative treatment options to the global healthcare sector.
AI Analysis | Feedback
Here are 1-3 brief analogies to describe Alzamend Neuro (ALZN):
-
A startup version of Biogen or Eli Lilly, but exclusively dedicated to finding new treatments for Alzheimer's and mental health disorders.
-
The early-stage drug discovery team of a pharmaceutical giant like Pfizer, operating as its own tiny, independent company focused on brain diseases.
-
A specialized biotech aiming for breakthrough cures in Alzheimer's and psychiatric conditions, much like a tiny Vertex Pharmaceuticals focused on brain disorders.
AI Analysis | Feedback
- AL001: An ionic cocrystal technology delivering a therapeutic combination of lithium, proline, and salicylate for the treatment of Alzheimer's and other neurodegenerative diseases, and psychiatric disorders.
- AL002: A method using a mutant-peptide sensitized cell as a cell-based therapeutic vaccine to restore the ability of a patient's immunological system to combat Alzheimer's.
AI Analysis | Feedback
Alzamend Neuro, Inc. (ALZN) is an early clinical-stage biopharmaceutical company focused on developing drug candidates for neurodegenerative diseases and psychiatric disorders. As such, the company is primarily engaged in research and development and does not currently have commercialized products. Therefore, Alzamend Neuro does not have major customers, either companies or categories of individuals, at this stage of its development.
AI Analysis | Feedback
ICON plc (NASDAQ: ICLR)
Cognitive Clinical Trials, LLC
Metrics Contract Services (Mayne Pharma Group Ltd. (ASX: MYN))
Lonza Group AG (SIX: LONN)
Cognition Therapeutics, Inc. (NASDAQ: CGTX)
AI Analysis | Feedback
Stephan Jackman, Chief Executive Officer, Director
Stephan Jackman was appointed CEO in November 2018 and has over 20 years of multi-industry experience, specializing in biotech and pharma. He previously held positions at Novartis Pharmaceuticals Corporation, L'Oréal USA, SBM Management Services, and Family Intervention Services. Prior to joining Alzamend Neuro, Mr. Jackman served as the Chief Operating Officer of Ennaid Therapeutics, an emerging biopharmaceutical company, and also worked as an independent project and management consultant for various companies.
David J. Katzoff, Chief Financial Officer
David J. Katzoff was appointed Chief Financial Officer of Alzamend Neuro on August 5, 2022, and brings over 30 years of multi-industry experience, including healthcare and technology. Before his CFO role, he served as COO from December 2020 to August 2022 and SVP of Operations from November 2019 to December 2020 at Alzamend Neuro. His background includes financial leadership roles at Ault Alliance, Lumina Media, and Local Corporation, with experience as a CFO for both private media companies and in public company finance leadership.
Milton C. Ault III, Vice Chairman of the Board
Milton C. Ault III is the Founder and Vice Chairman of the Board of Alzamend Neuro. He is recognized as a primary insider and activist investor, contributing over 30 years of financial industry experience to the board. Mr. Ault was instrumental in forming Alzamend Neuro after diligently studying treatments for Alzheimer's and selecting intellectual property from the University of South Florida.
Henry C.W. Nisser, Executive Vice President, General Counsel, Director
Henry C.W. Nisser is a seasoned corporate attorney with expertise in U.S. securities law, mergers and acquisitions (M&A), and corporate governance. He also holds executive roles at Ault Alliance and Avalanche, and previously practiced law at Sichenzia Ross Ference LLP.
Kenneth S. Cragun, Senior Vice President of Finance
Kenneth S. Cragun possesses over 30 years of experience in serving public and private multi-national businesses, with expertise in SEC reporting, cash management, and technical accounting. He has served as CFO for multiple Nasdaq-listed companies and held senior positions at Deloitte and various technology firms. Mr. Cragun is currently the Chief Accounting Officer of DPW Holdings, Inc. and serves on the Board of Directors of nFusz, Inc.
AI Analysis | Feedback
-
Clinical Trial Failure and Regulatory Approval Risk
As an early clinical-stage biopharmaceutical company, Alzamend Neuro's entire business model and future prospects are heavily reliant on the successful development, clinical trial outcomes, and subsequent regulatory approval of its pipeline candidates, AL001 and AL002. Neurodegenerative diseases and psychiatric disorders are notoriously challenging areas for drug development, with a high rate of clinical trial failures due to lack of efficacy, unacceptable safety profiles, or unforeseen side effects. Any setbacks in clinical trials, such as delays, failures, or adverse events, could significantly impact the company's valuation, ability to raise further capital, and ultimately its viability. Furthermore, even with positive clinical results, there is no guarantee that regulatory authorities like the FDA will grant approval for commercialization.
-
Funding and Capital Raising Risk
The development of pharmaceutical products, especially through multiple phases of clinical trials, is an extremely capital-intensive and time-consuming process. As an early clinical-stage company without marketed products generating revenue, Alzamend Neuro is highly dependent on its ability to raise substantial additional capital through equity offerings, debt financing, or partnerships to fund its ongoing research and development activities, including clinical trials. A failure to secure sufficient funding in a timely manner could force the company to delay, scale back, or even abandon its development programs, thereby jeopardizing its ability to bring any products to market and sustain operations.
-
Intellectual Property Protection and Competitive Landscape Risk
Alzamend Neuro operates in a highly competitive and rapidly evolving biopharmaceutical market, particularly within the challenging fields of neurodegenerative and psychiatric disorders. Its ability to achieve commercial success depends on its capacity to obtain, maintain, and enforce intellectual property protection for its pipeline candidates, AL001 and AL002. While AL001 utilizes an "ionic cocrystal technology" for known therapeutic components (lithium, proline, salicylate), the novelty and breadth of its patent protection could be challenged. Similarly, for AL002, a "mutant-peptide sensitized cell" approach, strong intellectual property is crucial. The emergence of competing therapies, challenges to their patents, or the inability to secure robust patent protection could severely limit their market potential and revenue generation even if their products are successfully developed and approved.
AI Analysis | Feedback
The emergence and approval of disease-modifying therapies for Alzheimer's disease, specifically anti-amyloid monoclonal antibodies such as Leqembi (lecanemab) and Donanemab (currently under FDA review with strong efficacy data), represent a clear emerging threat to Alzamend Neuro. These therapies mark a significant paradigm shift in the treatment of Alzheimer's by targeting the underlying pathology and showing the ability to slow cognitive decline, setting a new standard of care. For an early clinical-stage company like Alzamend Neuro, which is developing its own therapeutic candidates (AL001 and AL002) for Alzheimer's and other neurodegenerative diseases, these advancements raise the competitive bar significantly. Future successful commercialization of Alzamend Neuro's pipeline will need to demonstrate superior efficacy, safety, convenience, or target distinct patient populations compared to these newly established and validated therapeutic approaches.
AI Analysis | Feedback
Addressable Markets for Alzamend Neuro (ALZN) Products
AL001 (for Alzheimer's and other neurodegenerative diseases, and psychiatric disorders)
-
Alzheimer's Disease Treatment Market:
- Globally, the Alzheimer's therapeutics market was valued at approximately USD 6.49 billion in 2025 and is projected to reach around USD 33.62 billion by 2034. Other estimates place the global Alzheimer's disease therapeutics market at USD 5.36 billion in 2024, expected to grow to USD 31.04 billion by 2034.
- In the U.S., the Alzheimer's drugs market was valued at USD 1.62 billion in 2022.
-
Neurodegenerative Diseases Treatment Market:
- Globally, the neurodegenerative drugs market was valued at USD 36.28 billion in 2021 and is estimated to reach USD 74.81 billion by 2031. Another report estimates the global neurodegenerative disease treatment market size reached USD 78.3 billion in 2024 and is projected to reach USD 118.5 billion by 2033.
- In North America, the neurodegenerative disease market reached USD 30.7 billion in 2024.
-
Psychiatric Disorders Treatment Market (including Bipolar Disorder, Major Depressive Disorder, and PTSD):
- Globally, the neuropsychiatric disorders and treatment market was valued at USD 162.25 billion in 2025 and is expected to increase to USD 309.99 billion by 2032.
- Globally, the mental disorder treatment market was valued at USD 49.4 billion in 2021 and is expected to reach around USD 80.7 billion by 2030.
- In the U.S., the mental health treatment market was valued at USD 118 billion in 2025 and is projected to increase to USD 159 billion by 2030.
- The U.S. neuropsychiatric disorders treatment market is anticipated to reach a valuation of USD 88.7 billion by 2035.
AL002 (for Alzheimer's Disease)
-
Alzheimer's Disease Treatment Market:
- Globally, the Alzheimer's therapeutics market was valued at approximately USD 6.49 billion in 2025 and is projected to reach around USD 33.62 billion by 2034. Other estimates place the global Alzheimer's disease therapeutics market at USD 5.36 billion in 2024, expected to grow to USD 31.04 billion by 2034.
- In the U.S., the Alzheimer's drugs market was worth USD 1.62 billion in 2022.
AI Analysis | Feedback
Expected Drivers of Future Revenue Growth for Alzamend Neuro (ALZN)
For Alzamend Neuro (ALZN), an early clinical-stage biopharmaceutical company, the primary drivers of future revenue growth over the next 2-3 years will be centered on the successful advancement of its pipeline candidates through clinical development, rather than immediate product sales, as analysts generally forecast no revenue for this period. The key drivers are:
-
Positive Clinical Trial Results and Advancement of AL001: The successful completion of ongoing Phase II clinical trials for AL001, particularly the "Lithium in Brain" study with topline data expected in Q1 2026, and subsequent Phase II studies for its various indications (Alzheimer's disease, Bipolar Disorder, Major Depressive Disorder, and Post-Traumatic Stress Disorder), are critical. Positive results are anticipated to de-risk the asset and increase its likelihood of eventual commercialization, thereby creating significant future revenue potential.
-
Progression of AL001 into Later-Stage Clinical Trials: Moving AL001 into Phase III clinical trials within the next 2-3 years would be a pivotal step. This progression signifies a substantial leap towards regulatory approval and eventual market entry, greatly enhancing the long-term revenue outlook for the company. AL001's preclinical data suggests superior brain uptake of lithium with lower systemic exposure, potentially eliminating the need for therapeutic drug monitoring and offering a significant advantage over existing treatments.
-
Successful Development and Advancement of ALZN002: The continued progress of ALZN002, a cell-based therapeutic vaccine for Alzheimer's, through its Phase I/IIA clinical trial will be an important driver. While there have been recent challenges in securing a contract research organization (CRO) for ALZN002, resolving these issues and advancing the trial will maintain its potential as a future revenue stream and diversify the company's pipeline.
-
Strategic Partnerships and Licensing Agreements: As a clinical-stage company, forming strategic partnerships or securing licensing agreements for AL001 and/or ALZN002 could provide essential funding, specialized expertise, and established pathways for later-stage development and commercialization. Such collaborations would significantly bolster the company's ability to bring its therapies to market and realize future revenue growth.
AI Analysis | Feedback
Share Issuance
- Alzamend Neuro reported net cash provided by financing activities of $10.4 million for the fiscal year ended April 30, 2025.
- During fiscal year 2025, the company generated gross proceeds of $7.7 million from the sale of Series A, B, and C Convertible Preferred Stock, and an additional $2.7 million from an at-the-market (ATM) offering program.
- In December 2024, Alzamend entered into a securities purchase agreement with an institutional investor for up to $25 million of preferred stock and warrants over two years, and an at-the-market sales agreement to sell up to $6.5 million of common stock.
Inbound Investments
- Alzamend Neuro completed a $5 million private placement in June 2025, ahead of schedule, with funds allocated to support five Phase II clinical trials for AL001 at Massachusetts General Hospital.
- Net cash provided by financing activities for the six months ended October 31, 2024, was $8.3 million.
Capital Expenditures
- The company's capital expenditure (CapEx) compound annual growth rate (CAGR) over the last three years was 25.41% as of June 30, 2025.
- Alzamend Neuro invested $1.3 million in research and development during Q4 2026, primarily for AL001 Phase II work with Massachusetts General Hospital.
Research & Analysis
Invest in Strategies
Wealth Management
Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 110.90 |
| Mkt Cap | 8.2 |
| Rev LTM | 902 |
| Op Inc LTM | 37 |
| FCF LTM | 56 |
| FCF 3Y Avg | 35 |
| CFO LTM | 59 |
| CFO 3Y Avg | 52 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 9.9% |
| Rev Chg 3Y Avg | 29.6% |
| Rev Chg Q | 55.5% |
| QoQ Delta Rev Chg LTM | 10.8% |
| Op Inc Chg LTM | 12.6% |
| Op Inc Chg 3Y Avg | 7.2% |
| Op Mgn LTM | 7.4% |
| Op Mgn 3Y Avg | 5.2% |
| QoQ Delta Op Mgn LTM | 1.6% |
| CFO/Rev LTM | 11.3% |
| CFO/Rev 3Y Avg | 11.4% |
| FCF/Rev LTM | 10.7% |
| FCF/Rev 3Y Avg | 0.3% |
Price Behavior
| Market Price | $1.22 | |
| Market Cap ($ Bil) | 0.0 | |
| First Trading Date | 06/15/2021 | |
| Distance from 52W High | -65.4% | |
| 50 Days | 200 Days | |
| DMA Price | $1.11 | $1.87 |
| DMA Trend | down | down |
| Distance from DMA | 10.0% | -34.7% |
| 3M | 1YR | |
| Volatility | 103.9% | 75.8% |
| Downside Capture | 498.39 | 269.19 |
| Upside Capture | 136.95 | 89.48 |
| Correlation (SPY) | 44.8% | 33.5% |
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 3.17 | 3.13 | 3.73 | 2.98 | 2.18 | 4.47 |
| Up Beta | 7.37 | 4.90 | 3.08 | 2.73 | 2.48 | 8.95 |
| Down Beta | -0.01 | -1.19 | 6.84 | 4.44 | 3.18 | 1.35 |
| Up Capture | 179% | 160% | 160% | 173% | 58% | 41% |
| Bmk +ve Days | 13 | 28 | 36 | 67 | 141 | 432 |
| Stock +ve Days | 6 | 14 | 24 | 49 | 106 | 300 |
| Down Capture | 328% | 372% | 386% | 261% | 186% | 114% |
| Bmk -ve Days | 7 | 13 | 27 | 57 | 109 | 318 |
| Stock -ve Days | 11 | 24 | 34 | 68 | 135 | 419 |
[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 ALZN | |
|---|---|---|---|---|
| ALZN | -58.1% | 75.6% | -0.82 | - |
| Sector ETF (XLV) | 14.7% | 15.0% | 0.70 | 26.8% |
| Equity (SPY) | 26.1% | 12.4% | 1.59 | 33.6% |
| Gold (GLD) | 24.1% | 27.5% | 0.77 | 13.5% |
| Commodities (DBC) | 18.5% | 18.8% | 0.77 | -7.7% |
| Real Estate (VNQ) | 11.8% | 13.8% | 0.57 | 16.8% |
| Bitcoin (BTCUSD) | -40.2% | 42.5% | -1.09 | 29.5% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with ALZN | |
|---|---|---|---|---|
| ALZN | -85.3% | 333.8% | -0.03 | - |
| Sector ETF (XLV) | 5.5% | 14.7% | 0.19 | 11.0% |
| Equity (SPY) | 13.4% | 17.1% | 0.61 | 13.5% |
| Gold (GLD) | 17.1% | 18.3% | 0.76 | -5.6% |
| Commodities (DBC) | 7.5% | 19.4% | 0.28 | 1.8% |
| Real Estate (VNQ) | 2.1% | 18.9% | 0.01 | 5.6% |
| Bitcoin (BTCUSD) | 9.4% | 54.1% | 0.37 | 3.3% |
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 ALZN | |
|---|---|---|---|---|
| ALZN | -61.6% | 333.8% | -0.03 | - |
| Sector ETF (XLV) | 9.5% | 16.6% | 0.46 | 11.0% |
| Equity (SPY) | 15.4% | 18.0% | 0.73 | 13.5% |
| Gold (GLD) | 12.2% | 16.1% | 0.62 | -5.6% |
| Commodities (DBC) | 6.0% | 18.0% | 0.26 | 1.8% |
| Real Estate (VNQ) | 5.4% | 20.7% | 0.23 | 5.6% |
| Bitcoin (BTCUSD) | 59.9% | 66.8% | 1.00 | 3.3% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Earnings Returns History
Updated 6/2/2026| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 7/23/2025 | -0.7% | -16.3% | -21.9% |
| 12/12/2024 | 0.0% | 5.0% | -1.7% |
| 3/16/2023 | -12.4% | -5.8% | 29.3% |
| SUMMARY STATS | |||
| # Positive | 1 | 1 | 1 |
| # Negative | 2 | 2 | 2 |
| Median Positive | 0.0% | 5.0% | 29.3% |
| Median Negative | -6.5% | -11.0% | -11.8% |
| Max Positive | 0.0% | 5.0% | 29.3% |
| Max Negative | -12.4% | -16.3% | -21.9% |
| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 7/23/2025 | -0.7% | -16.3% | -21.9% |
| 12/12/2024 | 0.0% | 5.0% | -1.7% |
| 3/16/2023 | -12.4% | -5.8% | 29.3% |
| SUMMARY STATS | |||
| # Positive | 1 | 1 | 1 |
| # Negative | 2 | 2 | 2 |
| Median Positive | 0.0% | 5.0% | 29.3% |
| Median Negative | -6.5% | -11.0% | -11.8% |
| Max Positive | 0.0% | 5.0% | 29.3% |
| Max Negative | -12.4% | -16.3% | -21.9% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 01/31/2026 | 03/11/2026 | 10-Q |
| 10/31/2025 | 12/09/2025 | 10-Q |
| 07/31/2025 | 09/10/2025 | 10-Q |
| 04/30/2025 | 07/22/2025 | 10-K |
| 01/31/2025 | 03/10/2025 | 10-Q |
| 10/31/2024 | 12/11/2024 | 10-Q |
| 07/31/2024 | 09/11/2024 | 10-Q |
| 04/30/2024 | 07/30/2024 | 10-K |
| 01/31/2024 | 03/25/2024 | 10-Q |
| 10/31/2023 | 12/15/2023 | 10-Q |
| 07/31/2023 | 09/13/2023 | 10-Q |
| 04/30/2023 | 07/27/2023 | 10-K |
| 01/31/2023 | 03/15/2023 | 10-Q |
| 10/31/2022 | 12/12/2022 | 10-Q |
| 07/31/2022 | 09/13/2022 | 10-Q |
| 04/30/2022 | 07/19/2022 | 10-K |
| Report Date | Filing Date | Filing |
|---|---|---|
| 01/31/2026 | 03/11/2026 | 10-Q |
| 10/31/2025 | 12/09/2025 | 10-Q |
| 07/31/2025 | 09/10/2025 | 10-Q |
| 04/30/2025 | 07/22/2025 | 10-K |
| 01/31/2025 | 03/10/2025 | 10-Q |
| 10/31/2024 | 12/11/2024 | 10-Q |
| 07/31/2024 | 09/11/2024 | 10-Q |
| 04/30/2024 | 07/30/2024 | 10-K |
| 01/31/2024 | 03/25/2024 | 10-Q |
| 10/31/2023 | 12/15/2023 | 10-Q |
| 07/31/2023 | 09/13/2023 | 10-Q |
| 04/30/2023 | 07/27/2023 | 10-K |
| 01/31/2023 | 03/15/2023 | 10-Q |
| 10/31/2022 | 12/12/2022 | 10-Q |
| 07/31/2022 | 09/13/2022 | 10-Q |
| 04/30/2022 | 07/19/2022 | 10-K |
| 01/31/2022 | 03/15/2022 | 10-Q |
| 10/31/2021 | 12/13/2021 | 10-Q |
| 07/31/2021 | 09/13/2021 | 10-Q |
| 04/30/2021 | 07/29/2021 | 10-K |
| 01/31/2021 | 06/15/2021 | 424B4 |
Insider Activity
Updated 4/26/2026| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Ault, Milton C Iii | Ault Lending, LLC | Buy | 4162026 | 1.00 | 108,388 | 108,897 | 117,196 | Form | |
| 2 | Ault, Milton C Iii | Direct | Sell | 12302025 | 2.07 | 1,851 | Form | |||
| 3 | Horne, William B | Direct | Sell | 12232025 | 2.12 | 3,333 | Form | |||
| 4 | McGrath, Lynne Fahey | Direct | Sell | 10242025 | 2.29 | 30 | 69 | 57 | Form | |
| 5 | Ault, Milton C Iii | Ault Lending, LLC | Sell | 10102025 | 2.32 | 20,397 | 47,390 | 19,191 | Form |
| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Ault, Milton C Iii | Ault Lending, LLC | Buy | 4162026 | 1.00 | 108,388 | 108,897 | 117,196 | Form | |
| 2 | Ault, Milton C Iii | Direct | Sell | 12302025 | 2.07 | 1,851 | Form | |||
| 3 | Horne, William B | Direct | Sell | 12232025 | 2.12 | 3,333 | Form | |||
| 4 | McGrath, Lynne Fahey | Direct | Sell | 10242025 | 2.29 | 30 | 69 | 57 | Form | |
| 5 | Ault, Milton C Iii | Ault Lending, LLC | Sell | 10102025 | 2.32 | 20,397 | 47,390 | 19,191 | Form | |
| 6 | Ault, Milton C Iii | Ault Lending, LLC | Sell | 10102025 | 2.44 | 101,394 | 247,158 | 69,854 | Form | |
| 7 | Ault, Milton C Iii | Ault Lending, LLC | Sell | 10082025 | 2.49 | 57,379 | 142,954 | 171,528 | Form | |
| 8 | Ault, Milton C Iii | Ault Lending, LLC | Sell | 10082025 | 2.45 | 82,033 | 201,268 | 64,348 | Form | |
| 9 | Ault, Milton C Iii | Ault Lending, LLC | Sell | 10032025 | 2.44 | 65,903 | 160,889 | 20,165 | Form | |
| 10 | Ault, Milton C Iii | Ault Lending, LLC | Sell | 10032025 | 2.39 | 20,686 | 49,522 | 177,546 | Form | |
| 11 | Ault, Milton C Iii | Ault Lending, LLC | Sell | 10032025 | 2.35 | 36,777 | 86,378 | 222,772 | Form | |
| 12 | Ault, Milton C Iii | Ault Lending, LLC | Sell | 9302025 | 2.33 | 3,566 | 8,321 | 73,796 | Form | |
| 13 | Ault, Milton C Iii | Ault Lending, LLC | Sell | 9302025 | 2.31 | 38,324 | 88,490 | 81,258 | Form | |
| 14 | Ault, Milton C Iii | Ault Lending, LLC | Sell | 9302025 | 2.31 | 37,738 | 87,345 | 170,153 | Form | |
| 15 | Ault, Milton C Iii | Ault Lending, LLC | Sell | 9252025 | 2.31 | 14,628 | 33,829 | 26,026 | Form | |
| 16 | Ault, Milton C Iii | Ault Lending, LLC | Sell | 9252025 | 2.31 | 39,140 | 90,374 | 59,762 | Form | |
| 17 | Ault, Milton C Iii | Ault Lending, LLC | Sell | 9252025 | 2.38 | 43,238 | 102,721 | 154,473 | Form | |
| 18 | Ault, Milton C Iii | Ault Lending, LLC | Sell | 9232025 | 2.35 | 77,009 | 180,856 | 19,399 | Form | |
| 19 | Ault, Milton C Iii | Ault Lending, LLC | Sell | 9192025 | 2.47 | 20,870 | 51,493 | 210,384 | Form | |
| 20 | Ault, Milton C Iii | Ault Lending, LLC | Sell | 9192025 | 2.45 | 2,121 | 5,204 | 260,412 | Form | |
| 21 | Ault, Milton C Iii | Ault Lending, LLC | Sell | 8012025 | 2.22 | 100,000 | 221,550 | 18,300 | Form | |
| 22 | Ault, Milton C Iii | Ault Lending, LLC | Sell | 8012025 | 2.51 | 29,449 | 73,982 | 271,971 | Form | |
| 23 | Ault, Milton C Iii | Ault Lending, LLC | Sell | 7292025 | 2.68 | 8,311 | 22,314 | 101,245 | Form | |
| 24 | Ault, Milton C Iii | Ault Lending, LLC | Sell | 7292025 | 2.90 | 36,532 | 105,855 | 133,348 | Form | |
| 25 | Ault, Milton C Iii | Ault Lending, LLC | Sell | 7252025 | 2.93 | 9,621 | 28,237 | 242,282 | Form | |
| 26 | Ault, Milton C Iii | Ault Lending, LLC | Sell | 7252025 | 2.95 | 59,516 | 175,584 | 271,929 | Form | |
| 27 | Ault, Milton C Iii | Ault Lending, LLC | Sell | 5142025 | 5.06 | 1,213 | 6,138 | 41,799 | Form | |
| 28 | Ault, Milton C Iii | Direct | Sell | 5142025 | 5.28 | 11 | 58 | 9,731 | Form |
Industry Resources
External Quote Links
| Y Finance | Barrons |
| TradingView | Morningstar |
| SeekingAlpha | ValueLine |
| Motley Fool | Robinhood |
| CNBC | Etrade |
| MarketWatch | Unusual Whales |
| YCharts | Perplexity Finance |
| FinViz |
Prefer one of these to Trefis? Tell us why.