Bayview Acquisition (BAYA)
Market Price (3/10/2026): $11.9 | Market Cap: $41.2 MilSector: Financials | Industry: Multi-Sector Holdings
Bayview Acquisition (BAYA)
Market Price (3/10/2026): $11.9Market Cap: $41.2 MilSector: FinancialsIndustry: Multi-Sector Holdings
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
| Low stock price volatilityVol 12M is 11% | Trading close to highsDist 52W High is -0.8%, Dist 3Y High is -0.8% | Very low revenueRev LTMTotal Revenue or Sales, Last Twelve Months is 0 |
| Weak multi-year price returns2Y Excs Rtn is -14%, 3Y Excs Rtn is -51% | Not profitable at operating income levelOp Inc LTMOperating Income, Last Twelve Months is -1.2 Mil | |
| Expensive valuation multiplesP/EPrice/Earnings or Price/(Net Income) is 187x | ||
| 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 -3.7% | ||
| Key risksBAYA key risks include [1] failure to consummate its proposed business combination with Oabay Inc. Show more. |
| Low stock price volatilityVol 12M is 11% |
| Trading close to highsDist 52W High is -0.8%, Dist 3Y High is -0.8% |
| Weak multi-year price returns2Y Excs Rtn is -14%, 3Y Excs Rtn is -51% |
| 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 -1.2 Mil |
| Expensive valuation multiplesP/EPrice/Earnings or Price/(Net Income) is 187x |
| 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 -3.7% |
| Key risksBAYA key risks include [1] failure to consummate its proposed business combination with Oabay Inc. Show more. |
Qualitative Assessment
AI Analysis | Feedback
Bayview Acquisition (BAYA) stock has gained about 5% since 11/30/2025 because of the following key factors:
1. Continued Progress Towards Business Combination.
Bayview Acquisition Corp (BAYA), a Special Purpose Acquisition Company (SPAC), demonstrated sustained investor interest due to continued efforts to finalize its merger agreement with Oabay Inc. The company made a $100,000 extension payment in late 2025 to prolong the deadline for its initial business combination, shifting it from November 19, 2025, to December 19, 2025. Furthermore, on January 21, 2026, a third amendment to the merger agreement was executed, extending the outside closing date to June 15, 2026. These actions signal ongoing commitment to completing the business combination, providing a potential catalyst for the stock.
2. Stock Resilience Amidst Nasdaq Compliance Warnings.
The stock exhibited resilience and even reached a 52-week high of $12.24 on February 13, 2026, despite multiple notices of non-compliance from Nasdaq. On January 16, 2026, the company received a notice for not meeting the minimum Market Value of Publicly Held Shares (MVPHS) requirement of $15 million. Subsequently, on February 12, 2026, another deficiency notice was issued for failing to hold an annual shareholder meeting. While a notice of potential delisting was received on February 19, 2026, Bayview's intention to appeal and submit a compliance plan likely mitigated significant investor concern, suggesting that the market views these as procedural issues rather than an immediate threat to the company's underlying value.
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1. Continued Progress Towards Business Combination.
Bayview Acquisition Corp (BAYA), a Special Purpose Acquisition Company (SPAC), demonstrated sustained investor interest due to continued efforts to finalize its merger agreement with Oabay Inc. The company made a $100,000 extension payment in late 2025 to prolong the deadline for its initial business combination, shifting it from November 19, 2025, to December 19, 2025. Furthermore, on January 21, 2026, a third amendment to the merger agreement was executed, extending the outside closing date to June 15, 2026. These actions signal ongoing commitment to completing the business combination, providing a potential catalyst for the stock.
2. Stock Resilience Amidst Nasdaq Compliance Warnings.
The stock exhibited resilience and even reached a 52-week high of $12.24 on February 13, 2026, despite multiple notices of non-compliance from Nasdaq. On January 16, 2026, the company received a notice for not meeting the minimum Market Value of Publicly Held Shares (MVPHS) requirement of $15 million. Subsequently, on February 12, 2026, another deficiency notice was issued for failing to hold an annual shareholder meeting. While a notice of potential delisting was received on February 19, 2026, Bayview's intention to appeal and submit a compliance plan likely mitigated significant investor concern, suggesting that the market views these as procedural issues rather than an immediate threat to the company's underlying value.
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Stock Movement Drivers
Fundamental Drivers
The 7.0% change in BAYA stock from 11/30/2025 to 3/9/2026 was primarily driven by a 0.0% change in the company's Net Income Margin (%).| (LTM values as of) | 11302025 | 3092026 | Change |
|---|---|---|---|
| Stock Price ($) | 11.21 | 12.00 | 7.0% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 0 | 0 | 0.0% |
| Net Income Margin (%) | ∞% | ∞% | 0.0% |
| P/E Multiple | 175.1 | 187.4 | 7.0% |
| Shares Outstanding (Mil) | 3 | 3 | 0.0% |
| Cumulative Contribution | 0.0% |
Market Drivers
11/30/2025 to 3/9/2026| Return | Correlation | |
|---|---|---|
| BAYA | 7.0% | |
| Market (SPY) | -0.7% | 16.2% |
| Sector (XLF) | -5.6% | 0.3% |
Fundamental Drivers
The 7.9% change in BAYA stock from 8/31/2025 to 3/9/2026 was primarily driven by a 0.0% change in the company's Net Income Margin (%).| (LTM values as of) | 8312025 | 3092026 | Change |
|---|---|---|---|
| Stock Price ($) | 11.12 | 12.00 | 7.9% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 0 | 0 | 0.0% |
| Net Income Margin (%) | ∞% | ∞% | 0.0% |
| P/E Multiple | 46.8 | 187.4 | 300.4% |
| Shares Outstanding (Mil) | 3 | 3 | 0.0% |
| Cumulative Contribution | 0.0% |
Market Drivers
8/31/2025 to 3/9/2026| Return | Correlation | |
|---|---|---|
| BAYA | 7.9% | |
| Market (SPY) | 5.4% | 14.8% |
| Sector (XLF) | -6.5% | 6.9% |
Fundamental Drivers
The 10.9% change in BAYA stock from 2/28/2025 to 3/9/2026 was primarily driven by a 0.0% change in the company's Net Income Margin (%).| (LTM values as of) | 2282025 | 3092026 | Change |
|---|---|---|---|
| Stock Price ($) | 10.82 | 12.00 | 10.9% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 0 | 0 | 0.0% |
| Net Income Margin (%) | ∞% | ∞% | 0.0% |
| P/E Multiple | 47.2 | 187.4 | 297.2% |
| Shares Outstanding (Mil) | 8 | 3 | 122.4% |
| Cumulative Contribution | 0.0% |
Market Drivers
2/28/2025 to 3/9/2026| Return | Correlation | |
|---|---|---|
| BAYA | 10.9% | |
| Market (SPY) | 15.2% | 3.7% |
| Sector (XLF) | -2.5% | 3.7% |
Fundamental Drivers
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Market Drivers
2/28/2023 to 3/9/2026| Return | Correlation | |
|---|---|---|
| BAYA | ||
| Market (SPY) | 77.5% | 2.5% |
| Sector (XLF) | 47.3% | 2.8% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| BAYA Return | - | - | 0% | 7% | 11% | 0% | 19% |
| Peers Return | 56% | -52% | 62% | 17% | -17% | -18% | -3% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | -2% | 79% |
Monthly Win Rates [3] | |||||||
| BAYA Win Rate | - | - | 0% | 92% | 75% | 67% | |
| Peers Win Rate | 55% | 37% | 62% | 55% | 45% | 47% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 33% | |
Max Drawdowns [4] | |||||||
| BAYA Max Drawdown | - | - | 0% | 0% | 0% | -1% | |
| Peers Max Drawdown | -17% | -57% | -16% | -27% | -36% | -33% | |
| S&P 500 Max Drawdown | -1% | -25% | -1% | -2% | -15% | -2% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: BILL, CPAY, CRWD, ASAN, HUBS.
[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 3/9/2026 (YTD)
How Low Can It Go
BAYA has limited trading history. Below is the Financials sector ETF (XLF) in its place.
| Event | XLF | S&P 500 |
|---|---|---|
| 2022 Inflation Shock | ||
| % Loss | -26.9% | -25.4% |
| % Gain to Breakeven | 36.7% | 34.1% |
| Time to Breakeven | 525 days | 464 days |
| 2020 Covid Pandemic | ||
| % Loss | -43.3% | -33.9% |
| % Gain to Breakeven | 76.5% | 51.3% |
| Time to Breakeven | 295 days | 148 days |
| 2018 Correction | ||
| % Loss | -26.1% | -19.8% |
| % Gain to Breakeven | 35.2% | 24.7% |
| Time to Breakeven | 338 days | 120 days |
| 2008 Global Financial Crisis | ||
| % Loss | -83.7% | -56.8% |
| % Gain to Breakeven | 515.2% | 131.3% |
| Time to Breakeven | 4,470 days | 1,480 days |
Compare to BILL, CPAY, CRWD, ASAN, HUBS
In The Past
SPDR Select Sector Fund's stock fell -26.9% during the 2022 Inflation Shock from a high on 1/12/2022. A -26.9% loss requires a 36.7% gain to breakeven.
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About Bayview Acquisition (BAYA)
We are a blank check company incorporated on February 16, 2023 as a Cayman Islands exempted company for the purpose of effecting a merger, share exchange, asset acquisition, share purchase, reorganization or similar business combination with one or more businesses, which we refer to throughout this prospectus as our initial business combination. We have generated no revenues to date and we do not expect that we will generate operating revenues at the earliest until we consummate our initial business combination. We have not selected any specific business combination target and we have not, nor has anyone on our behalf, engaged in any substantive discussions, directly or indirectly, with any business combination target with respect to an initial business combination with us. While a majority of our executive officers and directors are located in or have significant ties to the People’s Republic of China, including, solely for purposes of this prospectus, Hong Kong, Taiwan and Macau, which we refer to throughout this prospectus collectively as the “PRC,” a majority of our executive officers and directors are citizens of the United States or Canada. Our Chief Executive Officer, Xin Wang, is a Canadian citizen and our Chief Financial Officer, David Bamper, is a United States citizen and two of our directors are United States citizens, resulting in three of our six executive officers and directors being United States citizens. Our Sponsors, Bayview Holding LP and Peace Investment Holdings Limited are each located in New York, NY, USA and Dongguan, Guangdong Province, People’s Republic of China, respectively. While a majority of our executive officers and directors are citizens of the United States or Canada, our ties to China present legal and operational risks to us and our investors, including significant risks related to actions that may be taken by China in the areas of regulatory, liquidity and enforcement, which exist and are independent of the legal and operational risks that ties to China or Hong Kong may present in connection with effecting an initial business combination. For example, if these ties were to cause China to view us as subject to their regulatory authority, China could take actions that could materially hinder or prevent our offering of securities to investors, materially change our operations and/or the value of the securities we are registering, and cause the value of such securities to significantly decline or be worthless. In addition, our executive officers’ and directors’ ties to China may make us a less attractive partner to potential target companies outside the PRC than a non-PRC related SPAC. As a result, we are more likely to acquire a company based in China in an initial business combination. If we decide to consummate our initial business combination with a target business based in and primarily operating in China, the combined company may face various legal and operational risks and uncertainties after the business combination. In order to reduce or limit such risks, we will not consider or undertake an initial business combination with any company with financial statements audited by an accounting firm that the PCAOB has been unable to inspect for two consecutive years. Further, due to (i) the risks associated with acquiring and operating a business in the PRC and/or Hong Kong, and (ii) the fact that our executive officers and directors are located in or have significant ties to China, it may make us a less attractive partner to certain potential target businesses, including non-China- or non-Hong Kong-based target companies. In the event that we determine to pursue a business combination with a target company based in China or Hong Kong, we may become subject to legal and operational risks resulting from Chinese laws and regulations that are sometimes vague and uncertain, and which may therefore, present risks that may result in a material change in the combined company’s principal operations in China, significant depreciation of the value of the combined company’s securities, or which may materially hinder or prevent the offering of securities by the combined company to investors and cause the value of such securities to significantly decline or be worthless. The PRC government has significant authority to exert influence on the ability of a China-based company to conduct its business, make or accept foreign investments or list on a U.S. stock exchange. For example, if we enter into a business combination with a target business operating in China, the combined company may face risks associated with regulatory approvals of the proposed business combination between us and the target, offshore offerings, anti-monopoly regulatory actions, cybersecurity and data privacy, as well as the lack of PCAOB inspection of its auditors or the auditors of the target business. In addition, the combined company may be subject to legal and operational risks associated with having substantially all of its operations in China, including risks related to the legal, political and economic policies of the Chinese government, the relations between China and the United States, or Chinese or United States regulations, which risks could result in a material change in the combined company’s operations and/or the value of the securities of the combined company. As indicated above, while we intend to focus our search on businesses in Asia, we are not limited to a particular industry or geographic region for purposes of consummating an initial business combination. Because our management team has a substantial network in the PRC, we may pursue a business combination with a company doing business in China, which may have legal and operational risks associated with such a decision. These risks could result in a material change in the target company’s post-combination operations or could significantly limit or completely hinder our ability to offer or continue to offer securities to investors and cause the value of such securities to significantly decline or become worthless. However, we will not consummate our initial business combination with an entity or business with China operations consolidated through a VIE structure. Since a majority of our executive officers and directors are located in or have significant ties to the PRC, we may be a less attractive partner to potential target companies outside the PRC, thereby limiting our pool of acquisition candidates. This would impact our search for a target company and make it harder for us to complete an initial business combination with a non-China-based target company. For example, a combination with a U.S. target company may be subject to review by a U.S. government entity or may ultimately be prohibited. Furthermore, the additional time that could be required for governmental review of the transaction or complete prohibition of the transaction could prevent us from completing an initial business combination and require us to liquidate. In the event of liquidation, investors would lose their investment opportunity in potential target companies, any price appreciation in a combined company, and their financial investment in the rights, which would expire worthless. See “Risk Factors — Risks Related to our Search for, Consummation of, or Inability to Consummate, a Business Combination — Our ability to complete a business combination may be impacted by the fact that some of our officers and directors are located in or have significant ties to the People’s Republic of China, including, Hong Kong, Taiwan and Macau. This may make us a less attractive partner to potential target companies outside the PRC, thereby limiting our pool of acquisition candidates and making it harder for us to complete an initial business combination with a non-China-based target company. For example, we may not be able to complete an initial business combination with a U.S. target company since such initial business combination may be subject to U.S. foreign investment regulations and review by a U.S. government entity, such as the Committee on Foreign Investment in the United States (CFIUS), or ultimately prohibited.” We believe our management team is well positioned to identify attractive risk-adjusted returns in the marketplace and that our professional contacts and transaction sources, ranging from industry executives, private owners, private equity funds, family offices, commercial and investment bankers, lawyers and other financial sector service providers and participants, in addition to the geographical reach of our affiliates, will enable us to pursue a broad range of opportunities. Our management believes that its collective ability to identify and implement value creation initiatives has been an essential driver of past performance and will remain central to its differentiated acquisition strategy. Our executive offices are located at 420 Lexington Ave Suite 2446, New York, NY.
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- Business Combination Services: Bayview Acquisition operates as a special purpose acquisition company (SPAC) formed solely to identify and complete a merger, acquisition, or similar business combination with one or more private operating companies, effectively taking them public.
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Bayview Acquisition (BAYA) was a Special Purpose Acquisition Company (SPAC). On December 20, 2023, Bayview Acquisition completed its business combination with KBL Group International Limited, a Malaysia-based beauty and health product company. Following the merger, the combined company operates as KBL Group International Limited, and its common stock began trading on the NYSE American under the symbol KBLI on December 21, 2023. Therefore, the customers listed below pertain to KBL Group International Limited (KBLI), the operating company resulting from Bayview Acquisition's merger.
KBL Group International Limited (KBLI) primarily sells its beauty and health products to other companies (B2B). Its major customer categories include:
- Distributors and Wholesalers: These companies purchase KBLI's range of beauty, personal care, household care, health food, and baby care products in bulk. They then distribute these products to various retail outlets, pharmacies, and other businesses, both domestically and internationally. Specific names of these distributors are not publicly disclosed.
- Retail Chains and E-commerce Platforms: KBLI supplies its products directly to various retail businesses, including large pharmacy chains, supermarkets, department stores, and specialized beauty stores. This also includes major online retail and e-commerce platforms that carry KBLI's branded or private-label products. Specific names of these retailers are not publicly disclosed.
- Direct Selling Companies and Brand Owners (Private Label/Contract Manufacturing): KBLI provides manufacturing services for other companies, producing beauty and health products under their brand names (private label/contract manufacturing). It also supplies products to direct selling organizations that market and sell products directly to consumers. Specific names of these companies are not publicly disclosed.
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- Kirkland & Ellis LLP
- Weil, Gotshal & Manges LLP
- WithumSmith+Brown, PC
- Continental Stock Transfer & Trust Company
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Xin Wang, Chief Executive Officer and Director
Xin Wang has served as the Chief Executive Officer and a Director of Bayview Acquisition Corp since its inception. She has been a Managing Partner of Bohai Harvest RST (Shanghai) Equity Investment Management Co., Ltd., an equity investment management firm, since January 2015. Additionally, Ms. Wang has been a director of Atomic47 since April 2019. Before her current roles, she worked as an associate at two international law firms. Ms. Wang holds a Bachelor's degree in Commerce from McGill University and a Juris Doctor from Boston University School of Law.
David Bamper, Chief Financial Officer and Director
David Bamper serves as the Chief Financial Officer and a Director of Bayview Acquisition Corp. Since January 2016, Mr. Bamper has been responsible for the accounting operations, financial planning and analysis, and tax functions at Lineup Media Group and Atomic 47. Atomic 47 operates ePlata USA, a digital wallet and online payment platform, while Lineup Media Group owns Ultimate Gaming Championship, an eSports online platform. Prior to this, from April 2003 to August 2015, he was the Chief Financial Officer at Simmons Hanly Conroy, a plaintiffs law firm. Mr. Bamper is a certified public accountant and earned his Bachelor of Arts in Accountancy from Southern Illinois University, Edwardsville.
Yuk Man Lau, Chairperson
Yuk Man Lau has served as the Chairperson of Bayview Acquisition Corp. She has been a Partner at Guoxing Capital Co., Ltd since 2016 and previously served as the General Manager of Oriental Infinite Culture Communication Co., Ltd from 2006 to 2016. Ms. Lau also held a director position at Longevity Acquisition Corp from January 2020 to October 2020. She received her Bachelor's degree in Japanese from Dalian University.
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The key risks to Bayview Acquisition (symbol: BAYA) are primarily centered around its nature as a blank check company, or Special Purpose Acquisition Company (SPAC), and its ability to successfully complete a business combination.
- Failure to Consummate the Proposed Business Combination: Bayview Acquisition Corp has announced a merger agreement with Oabay Inc.. However, the completion of this transaction is subject to various conditions, including regulatory approval and approval by the shareholders of both BAYA and Oabay. There is no guarantee that these conditions will be met, and the merger may not be consummated.
- Inability to Complete an Alternative Business Combination: As a SPAC, Bayview Acquisition Corp's sole purpose is to effect a merger, asset acquisition, or similar business combination. If the proposed merger with Oabay Inc. does not close, or if for any reason the company is unable to identify and complete another suitable business combination within the required timeframe, it would significantly jeopardize the company's existence and purpose.
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The sustained deterioration of market sentiment towards Special Purpose Acquisition Companies (SPACs), characterized by significantly higher shareholder redemption rates, increased difficulty in securing Private Investment in Public Equity (PIPE) financing, and heightened regulatory scrutiny. This trend, exacerbated by a track record of underperforming de-SPACs, fundamentally challenges the SPAC business model by making it considerably more difficult for Bayview Acquisition to complete successful mergers with sufficient capital and achieve favorable valuations for potential target companies, thereby threatening its core purpose and viability.
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Bayview Acquisition (BAYA) is a Special Purpose Acquisition Company (SPAC) that does not have its own traditional products or services with addressable markets. However, it has announced a merger agreement with Oabay Inc.. Oabay Inc. provides "trade credit digital transformation solutions" that primarily consist of "supply chain finance cloud services" and "trade credit management cloud services". The addressable markets for these services are as follows:Supply Chain Finance Cloud Services
The global supply chain finance market was valued at approximately USD 11.54 billion in 2023. Projections indicate significant growth, with the market expected to reach USD 17.16 billion by 2028 and potentially USD 26.3 billion by 2033. Other estimates place the global market at USD 104.0 billion in 2024, with an anticipated rise to USD 347.5 billion by 2035. The cloud-based segment is predicted to hold a 68.0% market share by 2035 within the broader supply chain finance market.Trade Credit Management Cloud Services
The global credit management software market, which includes cloud-based solutions for trade credit management, was valued at USD 7.17 billion in 2023 and is projected to reach USD 12.0 billion by 2032. Another report indicates the market was USD 15.74 billion in 2024, expanding to USD 17.88 billion in 2025, with projected revenues reaching USD 43.10 billion by 2032. The cloud sub-segment alone was valued at USD 3.5 billion in 2023 and is anticipated to increase to USD 5.8 billion by 2032.AI Analysis | Feedback
Here are the expected drivers of future revenue growth for Bayview Acquisition (BAYA) over the next 2-3 years, primarily based on its announced merger with Oabay Inc.:
- Growth in Customer Adoption of Oabay Inc.'s Digital Trade Credit Solutions: As a provider of enterprise trade credit digital transformation solutions, a key driver for Oabay Inc.'s revenue growth will be the successful acquisition of new customers and expanding its client base for its digital platforms and services.
- Expansion of Oabay Inc.'s Product and Service Portfolio: Oabay Inc.'s future revenue is expected to be driven by the development and launch of new and enhanced digital trade credit solutions, features, and complementary financial technology services to address evolving market needs and expand its value proposition to businesses.
- Geographic Expansion of Oabay Inc.'s Operations: While Bayview Acquisition initially focused on targets in Asia, Oabay Inc. may drive revenue growth by expanding its digital trade credit solutions and services into new geographic markets, thereby increasing its total addressable market.
- Increased Usage and Penetration of Existing Services Among Current Oabay Inc. Customers: Revenue growth can also be achieved through deeper engagement with existing customers, encouraging them to utilize more features, increase transaction volumes, or adopt additional services within Oabay Inc.'s digital transformation ecosystem.
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Share Issuance
- Bayview Acquisition Corp completed an Initial Public Offering (IPO) on December 19, 2023, raising $60 million from the issuance of 6,000,000 units at $10.00 per unit.
- Concurrently with the IPO, the company issued 232,500 Private Placement Units to its sponsors, Bayview Holding LP and Peace Investment Holdings Limited, for $2,325,000.
Inbound Investments
- The company received $2,325,000 from its sponsors, Bayview Holding LP and Peace Investment Holdings Limited, through the private sale of units simultaneous with its IPO.
- In connection with extending the deadline for its initial business combination, Bayview Acquisition Corp issued an unsecured promissory note totaling $600,000 to Oabay Inc. and AsiaFactor(CN) Co., Ltd., which is payable upon the completion of a business combination.
Outbound Investments
- Bayview Acquisition Corp's primary strategic focus is to identify and complete an initial business combination (merger, share exchange, asset acquisition, or similar transaction) with one or more operating businesses.
- The company has announced its entry into a merger agreement with Oabay Inc.
- Bayview Acquisition Corp has repeatedly extended the deadline for completing its initial business combination, including by making multiple $100,000 deposits into its trust account.
Capital Expenditures
- As a blank check company formed for the purpose of a business combination, Bayview Acquisition Corp has no significant operations and has reported no capital expenditures.
Trade Ideas
Select ideas related to BAYA.
| Date | Ticker | Company | Category | Trade Strategy | 6M Fwd Rtn | 12M Fwd Rtn | 12M Max DD |
|---|---|---|---|---|---|---|---|
| 02282026 | NDAQ | Nasdaq | Insider | Insider Buys 45DStrong Insider BuyingCompanies with multiple insider buys in the last 45 days | 0.0% | 0.0% | 0.0% |
| 02272026 | JEF | Jefferies Financial | Dip Buy | DB | P/E OPMDip Buy with Low PE and High MarginBuying dips for companies with tame PE and meaningfully high operating margin | 0.0% | 0.0% | 0.0% |
| 02272026 | PAYO | Payoneer Global | 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 | 0.0% | 0.0% | 0.0% |
| 02272026 | FOUR | Shift4 Payments | Dip Buy | DB | FCF Yield | Low D/EDip Buy with High Free Cash Flow YieldBuying dips for companies with significant free cash flow yield (FCF / Market Cap) and reasonable debt / market cap | 0.0% | 0.0% | 0.0% |
| 02202026 | COIN | Coinbase Global | 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 | 2.6% | 2.6% | -6.5% |
Research & Analysis
Invest in Strategies
Wealth Management
Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 165.65 |
| Mkt Cap | 9.8 |
| Rev LTM | 2,342 |
| Op Inc LTM | -41 |
| FCF LTM | 455 |
| FCF 3Y Avg | 432 |
| CFO LTM | 573 |
| CFO 3Y Avg | 570 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 13.9% |
| Rev Chg 3Y Avg | 21.9% |
| Rev Chg Q | 20.4% |
| QoQ Delta Rev Chg LTM | 4.8% |
| Op Mgn LTM | -5.2% |
| Op Mgn 3Y Avg | -3.2% |
| QoQ Delta Op Mgn LTM | 0.5% |
| CFO/Rev LTM | 24.8% |
| CFO/Rev 3Y Avg | 22.7% |
| FCF/Rev LTM | 21.4% |
| FCF/Rev 3Y Avg | 20.1% |
Valuation
| Median | |
|---|---|
| Name | |
| Mkt Cap | 9.8 |
| P/S | 4.8 |
| P/EBIT | -21.2 |
| P/E | 6.3 |
| P/CFO | 17.4 |
| Total Yield | 0.1% |
| Dividend Yield | 0.0% |
| FCF Yield 3Y Avg | 1.6% |
| D/E | 0.1 |
| Net D/E | -0.1 |
Returns
| Median | |
|---|---|
| Name | |
| 1M Rtn | -4.4% |
| 3M Rtn | -17.1% |
| 6M Rtn | -5.0% |
| 12M Rtn | -4.4% |
| 3Y Rtn | -1.3% |
| 1M Excs Rtn | 8.2% |
| 3M Excs Rtn | -14.6% |
| 6M Excs Rtn | -10.3% |
| 12M Excs Rtn | -24.3% |
| 3Y Excs Rtn | -74.5% |
Price Behavior
Price Behavior
| Market Price | $12.00 | |
| Market Cap ($ Bil) | 0.0 | |
| First Trading Date | 12/29/2023 | |
| Distance from 52W High | -0.8% | |
| 50 Days | 200 Days | |
| DMA Price | $11.20 | $10.70 |
| DMA Trend | up | up |
| Distance from DMA | 7.2% | 12.1% |
| 3M | 1YR | |
| Volatility | 11.0% | 14.0% |
| Downside Capture | -17.54 | -19.10 |
| Upside Capture | 5.15 | -0.43 |
| Correlation (SPY) | 14.1% | 2.5% |
BAYA 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 | 0.26 | 0.08 | 0.07 | 0.13 | 0.01 | -0.03 |
| Up Beta | 1.14 | 0.69 | 0.63 | 0.44 | 0.03 | -0.03 |
| Down Beta | 0.21 | -0.12 | 0.01 | 0.09 | 0.02 | -0.01 |
| Up Capture | 1% | 6% | 12% | 12% | 2% | 1% |
| Bmk +ve Days | 9 | 20 | 31 | 70 | 142 | 431 |
| Stock +ve Days | 7 | 17 | 24 | 31 | 58 | 126 |
| Down Capture | 4% | -8% | -26% | -3% | -10% | -9% |
| Bmk -ve Days | 12 | 21 | 30 | 54 | 109 | 320 |
| Stock -ve Days | 7 | 13 | 18 | 26 | 46 | 80 |
[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 BAYA | |
|---|---|---|---|---|
| BAYA | 1.9% | 13.6% | 0.08 | - |
| Sector ETF (XLF) | 3.0% | 19.3% | 0.03 | 3.1% |
| Equity (SPY) | 19.6% | 19.1% | 0.81 | 3.5% |
| Gold (GLD) | 77.6% | 26.1% | 2.18 | 4.4% |
| Commodities (DBC) | 20.2% | 17.2% | 0.92 | 3.2% |
| Real Estate (VNQ) | 6.1% | 16.4% | 0.19 | -0.0% |
| Bitcoin (BTCUSD) | -24.3% | 45.7% | -0.47 | 0.9% |
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Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with BAYA | |
|---|---|---|---|---|
| BAYA | 1.0% | 10.1% | 0.22 | - |
| Sector ETF (XLF) | 10.5% | 18.7% | 0.44 | 2.9% |
| Equity (SPY) | 13.4% | 17.0% | 0.62 | 2.8% |
| Gold (GLD) | 24.0% | 17.2% | 1.14 | 5.0% |
| Commodities (DBC) | 11.8% | 19.0% | 0.50 | 2.7% |
| Real Estate (VNQ) | 5.3% | 18.8% | 0.18 | 1.9% |
| Bitcoin (BTCUSD) | 7.1% | 56.8% | 0.35 | 1.7% |
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Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with BAYA | |
|---|---|---|---|---|
| BAYA | 0.5% | 10.1% | 0.22 | - |
| Sector ETF (XLF) | 13.5% | 22.2% | 0.56 | 2.9% |
| Equity (SPY) | 15.2% | 17.9% | 0.73 | 2.8% |
| Gold (GLD) | 14.9% | 15.6% | 0.79 | 5.0% |
| Commodities (DBC) | 8.9% | 17.6% | 0.42 | 2.7% |
| Real Estate (VNQ) | 6.2% | 20.7% | 0.26 | 1.9% |
| Bitcoin (BTCUSD) | 65.7% | 66.8% | 1.05 | 1.7% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Earnings Returns History
Expand for More| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| SUMMARY STATS | |||
| # Positive | 0 | 0 | 0 |
| # Negative | 0 | 0 | 0 |
| Median Positive | |||
| Median Negative | |||
| Max Positive | |||
| Max Negative | |||
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.