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


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Valuation, Metrics & Events

APEX Stock


Why The Stock Moved


Qualitative Assessment

AI Generated Analysis | Feedback

1. Recent IPO Filing and Commencement of Trading: APEX Global Solutions Ltd. filed to offer Class A Ordinary Shares in a US IPO on August 19, 2025, applying for a Nasdaq listing under the symbol APEX. This indicates the company was either very new to the public market or in the immediate aftermath of its initial public offering during the specified period.

2. Limited or Unavailable Trading Data: Despite the IPO filing, comprehensive stock performance data for APEX Global Solutions during this initial period is indicated as limited. Reports suggest "not enough data to display" for analyst ratings and a "current price of $0.00" with a 0% implied upside, suggesting that active or consistent trading had not fully commenced, or detailed market data was not yet widely available.

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Stock Movement Drivers

Return vs. Risk


Price Returns Compared

 202020212022202320242025Total [1]
Returns
APEX Return-13%0%0%0%0%0%-13%
Peers Return-13%-2%-3%14%-2%47%36%
S&P 500 Return16%27%-19%24%23%16%112%

Monthly Win Rates [3]
APEX Win Rate42%0%0%0%0%0% 
Peers Win Rate17%8%10%12%5%31% 
S&P 500 Win Rate58%75%42%67%75%70% 

Max Drawdowns [4]
APEX Max Drawdown-64%0%0%0%0%0% 
Peers Max Drawdown-28%-5%-7%-0%-2%-0% 
S&P 500 Max Drawdown-31%-1%-25%-1%-2%-15% 


[1] Cumulative total returns since the beginning of 2020
[2] Peers: FLY, ATRO, APEX, BETA, DFSC.
[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 12/3/2025 (YTD)

How Low Can It Go

Unique KeyEventAPEXS&P 500
2020 Covid Pandemic2020 Covid Pandemic  
2020 Covid Pandemic% Loss% Loss-72.5%-33.9%
2020 Covid Pandemic% Gain to Breakeven% Gain to Breakeven263.1%51.3%
2020 Covid PandemicTime to BreakevenTime to Breakeven104 days148 days
2018 Correction2018 Correction  
2018 Correction% Loss% Loss-97.9%-19.8%
2018 Correction% Gain to Breakeven% Gain to Breakeven4635.0%24.7%
2018 CorrectionTime to BreakevenTime to BreakevenNot Fully Recovered days120 days
2008 Global Financial Crisis2008 Global Financial Crisis  
2008 Global Financial Crisis% Loss% Loss-75.8%-56.8%
2008 Global Financial Crisis% Gain to Breakeven% Gain to Breakeven313.8%131.3%
2008 Global Financial CrisisTime to BreakevenTime to BreakevenNot Fully Recovered days1480 days

Compare to FLY, ATRO, APEX, BETA, DFSC


In The Past

APEX Global Solutions's stock fell -72.5% during the 2020 Covid Pandemic from a high on 1/7/2020. A -72.5% loss requires a 263.1% 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 APEX Global Solutions (APEX)

Trade Ideas

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

Unique KeyDateTickerCompanyCategoryTrade Strategy6M Fwd Rtn12M Fwd Rtn12M Max DD
CNM_11212025_Dip_Buyer_FCFYield11212025CNMCore & MainDip BuyDB | FCFY OPMDip Buy with High FCF Yield and High Margin
Buying dips for companies with high FCF yield and meaningfully high operating margin
7.3%7.3%-1.6%
VRRM_11212025_Dip_Buyer_FCFYield11212025VRRMVerra MobilityDip BuyDB | FCFY OPMDip Buy with High FCF Yield and High Margin
Buying dips for companies with high FCF yield and meaningfully high operating margin
2.3%2.3%-1.2%
LII_11212025_Dip_Buyer_ValueBuy11212025LIILennox InternationalDip BuyDB | P/E OPMDip Buy with Low PE and High Margin
Buying dips for companies with tame PE and meaningfully high operating margin
4.8%4.8%0.0%
ADP_11212025_Monopoly_xInd_xCD_Getting_Cheaper11212025ADPAutomatic Data ProcessingMonopolyMY | 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
1.6%1.6%-1.2%
CW_11212025_Quality_Momentum_RoomToRun_10%11212025CWCurtiss-WrightQualityQ | Momentum | UpsideQuality Stocks with Momentum and Upside
Buying quality stocks with strong momentum but still having room to run
2.2%2.2%0.0%
Unique KeyDateTickerCompanyCategoryTrade Strategy6M Fwd Rtn12M Fwd Rtn12M Max DD
CNM_11212025_Dip_Buyer_FCFYield11212025CNMCore & MainDip BuyDB | FCFY OPMDip Buy with High FCF Yield and High Margin
Buying dips for companies with high FCF yield and meaningfully high operating margin
7.3%7.3%-1.6%
VRRM_11212025_Dip_Buyer_FCFYield11212025VRRMVerra MobilityDip BuyDB | FCFY OPMDip Buy with High FCF Yield and High Margin
Buying dips for companies with high FCF yield and meaningfully high operating margin
2.3%2.3%-1.2%
LII_11212025_Dip_Buyer_ValueBuy11212025LIILennox InternationalDip BuyDB | P/E OPMDip Buy with Low PE and High Margin
Buying dips for companies with tame PE and meaningfully high operating margin
4.8%4.8%0.0%
ADP_11212025_Monopoly_xInd_xCD_Getting_Cheaper11212025ADPAutomatic Data ProcessingMonopolyMY | 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
1.6%1.6%-1.2%
CW_11212025_Quality_Momentum_RoomToRun_10%11212025CWCurtiss-WrightQualityQ | Momentum | UpsideQuality Stocks with Momentum and Upside
Buying quality stocks with strong momentum but still having room to run
2.2%2.2%0.0%

Recent Active Movers

Recent Active Movers

More From Trefis

Peer Comparisons for APEX Global Solutions

Peers to compare with:

Financials

APEXFLYATROBETADFSCMedian
NameAPEX Glo.Firefly .AstronicsBETA Tec.DEFSEC T. 
Mkt Price-18.5551.7229.503.5424.02
Mkt Cap--1.8--1.8
Rev LTM-101831-4101
Op Inc LTM--21150--9-9
FCF LTM--19951--9-9
FCF 3Y Avg--8--11-1
CFO LTM--16574--9-9
CFO 3Y Avg--22--106

Growth & Margins

APEXFLYATROBETADFSCMedian
NameAPEX Glo.Firefly .AstronicsBETA Tec.DEFSEC T. 
Rev Chg LTM--6.2%-166.4%86.3%
Rev Chg 3Y Avg--19.5%-94.3%56.9%
Rev Chg Q--3.8%-330.2%167.0%
QoQ Delta Rev Chg LTM--0.9%-35.8%18.4%
Op Mgn LTM--209.3%6.0%--209.1%-209.1%
Op Mgn 3Y Avg--2.2%--699.5%-348.6%
QoQ Delta Op Mgn LTM--1.7%-86.7%44.2%
CFO/Rev LTM--164.1%8.9%--212.3%-164.1%
CFO/Rev 3Y Avg--2.5%--716.7%-357.1%
FCF/Rev LTM--197.5%6.1%--216.3%-197.5%
FCF/Rev 3Y Avg--0.8%--777.8%-388.5%

Valuation

APEXFLYATROBETADFSCMedian
NameAPEX Glo.Firefly .AstronicsBETA Tec.DEFSEC T. 
Mkt Cap--1.8--1.8
P/S--1.9--1.9
P/EBIT--32.3--32.3
P/E---523.2---523.2
P/CFO--22.0--22.0
Total Yield---0.2%---0.2%
Dividend Yield--0.0%--0.0%
FCF Yield 3Y Avg---0.5%---0.5%
D/E--0.2--0.2
Net D/E--0.2--0.2

Returns

APEXFLYATROBETADFSCMedian
NameAPEX Glo.Firefly .AstronicsBETA Tec.DEFSEC T. 
1M Rtn--22.0%6.1%--10.6%-10.6%
3M Rtn--58.2%40.5%-19.6%19.6%
6M Rtn--61.1%--61.1%
12M Rtn--215.2%--215.2%
3Y Rtn--466.5%--466.5%
1M Excs Rtn--22.0%6.1%--10.6%-10.6%
3M Excs Rtn--62.0%27.1%-13.0%13.0%
6M Excs Rtn--46.4%--46.4%
12M Excs Rtn--206.7%--206.7%
3Y Excs Rtn--493.7%--493.7%

Financials

SEC Filings

Expand for More

Report DateFiling DateFiling
630202510282025POS AM 6/30/2025
123120248192025F-1 12/31/2024