BHAV Acquisition (BHAV)
Market Price (6/1/2026): $9.93 | Market Cap: $46.1 MilSector: Financials | Industry: Multi-Sector Holdings
BHAV Acquisition (BHAV)
Market Price (6/1/2026): $9.93Market Cap: $46.1 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 1.6% | Trading close to highsDist 52W High is 0.0%, Dist 3Y High is 0.0% Weak multi-year price returns2Y Excs Rtn is -43%, 3Y Excs Rtn is -82% |
| Low stock price volatilityVol 12M is 1.6% |
| Trading close to highsDist 52W High is 0.0%, Dist 3Y High is 0.0% |
| Weak multi-year price returns2Y Excs Rtn is -43%, 3Y Excs Rtn is -82% |
Qualitative Assessment
AI Analysis | Feedback
BHAV Acquisition (BHAV) stock has remained largely at the same level since it went public on 4/16/2026 because of the following key factors:
1. Absence of a Definitive Business Combination.
As a Special Purpose Acquisition Company (SPAC), BHAV Acquisition's primary objective is to identify and complete a merger or business combination. Since its IPO on March 19, 2026, the company has not yet announced a target for acquisition. In the absence of a definitive business combination, SPAC shares typically trade close to their initial offering price, as their intrinsic value is largely tied to the funds held in trust rather than an operating business. This lack of a specific deal means there have been no new company-specific developments that would typically drive significant upward or downward price movements beyond its trust value.
2. Trust Account Providing a Price Floor.
A core characteristic of SPACs is the protection offered by a trust account. BHAV Acquisition priced its IPO at $10.00 per unit, with $10.00 per unit being deposited into a trust account. This trust account holds the IPO proceeds, which are intended to fund a future business combination or be returned to shareholders if no suitable acquisition is completed. This mechanism effectively sets a floor for the stock price, as investors have the option to redeem their shares for approximately $10.00 per share. As of May 27, 2026, BHAVU (units) traded at $10.09, and BHAV (Class A ordinary shares) has traded within a narrow range, reaching an all-time high of $9.92 on May 20, 2026, and an all-time low of $9.85 on April 15, 2026. The company's Quarterly Report for Q1 2026, filed May 15, 2026, confirmed total assets of $101,262,057, primarily consisting of $100,087,917 in marketable securities held in the trust account.
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Stock Movement Drivers
Fundamental Drivers
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Market Drivers
2/28/2026 to 5/31/2026| Return | Correlation | |
|---|---|---|
| BHAV | ||
| Market (SPY) | 10.6% | -36.4% |
| Sector (XLF) | 0.8% | -27.8% |
Fundamental Drivers
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Market Drivers
11/30/2025 to 5/31/2026| Return | Correlation | |
|---|---|---|
| BHAV | ||
| Market (SPY) | 11.3% | -36.4% |
| Sector (XLF) | -2.4% | -27.8% |
Fundamental Drivers
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Market Drivers
5/31/2025 to 5/31/2026| Return | Correlation | |
|---|---|---|
| BHAV | ||
| Market (SPY) | 29.8% | -36.4% |
| Sector (XLF) | 2.8% | -27.8% |
Fundamental Drivers
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Market Drivers
5/31/2023 to 5/31/2026| Return | Correlation | |
|---|---|---|
| BHAV | ||
| Market (SPY) | 88.1% | -36.4% |
| Sector (XLF) | 70.5% | -27.8% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| BHAV Return | - | - | - | - | - | 1% | 1% |
| Peers Return | 16% | -7% | 7% | ||||
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 10% | 101% |
Monthly Win Rates [3] | |||||||
| BHAV Win Rate | - | - | - | - | - | 100% | |
| Peers Win Rate | 100% | 48% | |||||
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 60% | |
Max Drawdowns [4] | |||||||
| BHAV Max Drawdown | - | - | - | - | - | - | |
| Peers Max Drawdown | -54% | ||||||
| S&P 500 Max Drawdown | -5% | -25% | -10% | -8% | -19% | -9% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: AMCI, IACO, HACQ, TMTS, BWIV.
[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 5/29/2026 (YTD)
How Low Can It Go
BHAV has limited trading history. Below is the Financials sector ETF (XLF) in its place.
| Event | XLF | S&P 500 |
|---|---|---|
| 2025 US Tariff Shock | ||
| % Loss | -15.5% | -18.8% |
| % Gain to Breakeven | 18.4% | 23.1% |
| Time to Breakeven | 80 days | 79 days |
| Summer-Fall 2023 Five Percent Yield Shock | ||
| % Loss | -10.7% | -9.5% |
| % Gain to Breakeven | 12.0% | 10.5% |
| Time to Breakeven | 26 days | 24 days |
| 2023 SVB Regional Banking Crisis | ||
| % Loss | -16.1% | -6.7% |
| % Gain to Breakeven | 19.1% | 7.1% |
| Time to Breakeven | 270 days | 31 days |
| 2022 Inflation Shock & Fed Tightening | ||
| % Loss | -22.3% | -24.5% |
| % Gain to Breakeven | 28.6% | 32.4% |
| Time to Breakeven | 467 days | 427 days |
| 2020 COVID-19 Crash | ||
| % Loss | -42.8% | -33.7% |
| % Gain to Breakeven | 74.8% | 50.9% |
| Time to Breakeven | 289 days | 140 days |
| Q4 2018 Fed Policy Error / Growth Scare | ||
| % Loss | -19.7% | -19.2% |
| % Gain to Breakeven | 24.5% | 23.8% |
| Time to Breakeven | 123 days | 105 days |
In The Past
State Street Financial Select Sector SPDR ETF's stock fell -15.5% during the 2025 US Tariff Shock. Such a loss loss requires a 18.4% 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.
BHAV has limited trading history. Below is the Financials sector ETF (XLF) in its place.
| Event | XLF | S&P 500 |
|---|---|---|
| 2022 Inflation Shock & Fed Tightening | ||
| % Loss | -22.3% | -24.5% |
| % Gain to Breakeven | 28.6% | 32.4% |
| Time to Breakeven | 467 days | 427 days |
| 2020 COVID-19 Crash | ||
| % Loss | -42.8% | -33.7% |
| % Gain to Breakeven | 74.8% | 50.9% |
| Time to Breakeven | 289 days | 140 days |
| 2015-2016 China Devaluation / Global Growth Scare | ||
| % Loss | -21.4% | -12.2% |
| % Gain to Breakeven | 27.3% | 13.9% |
| Time to Breakeven | 272 days | 62 days |
| 2011 US Debt Ceiling Crisis & European Contagion | ||
| % Loss | -26.1% | -17.9% |
| % Gain to Breakeven | 35.3% | 21.8% |
| Time to Breakeven | 162 days | 123 days |
| 2008-2009 Global Financial Crisis | ||
| % Loss | -78.3% | -53.4% |
| % Gain to Breakeven | 359.8% | 114.4% |
| Time to Breakeven | 2329 days | 1085 days |
In The Past
State Street Financial Select Sector SPDR ETF's stock fell -15.5% during the 2025 US Tariff Shock. Such a loss loss requires a 18.4% 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.
Trade Ideas
Select ideas related to BHAV.
| Date | Ticker | Company | Category | Trade Strategy | 6M Fwd Rtn | 12M Fwd Rtn | 12M Max DD |
|---|---|---|---|---|---|---|---|
| 04302026 | EEFT | Euronet Worldwide | 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% |
| 04242026 | HOMB | Home BancShares | Insider | Insider Buys | Low D/EStrong Insider BuyingCompanies with strong insider buying in the last 1 month, positive operating income and reasonable debt / market cap | 1.5% | 1.5% | 0.0% |
| 03312026 | HBAN | Huntington Bancshares | Insider | Insider Buys 45DStrong Insider BuyingCompanies with multiple insider buys in the last 45 days | 7.1% | 7.1% | 0.0% |
| 03312026 | NP | Neptune Insurance | Insider | Insider Buys 45DStrong Insider BuyingCompanies with multiple insider buys in the last 45 days | 3.9% | 3.9% | 0.0% |
| 03272026 | JKHY | Jack Henry & Associates | Monopoly | MY | Getting CheaperMonopoly-Like with P/S DeclineLarge cap with monopoly-like margins or cash flow generation and getting cheaper based on P/S multiple | 0.3% | 0.3% | -4.0% |
Research & Analysis
Invest in Strategies
Wealth Management
Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 9.92 |
| Mkt Cap | 0.1 |
| Rev LTM | 8 |
| Op Inc LTM | -1 |
| FCF LTM | -1 |
| FCF 3Y Avg | - |
| CFO LTM | -1 |
| CFO 3Y Avg | - |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | -31.0% |
| Rev Chg 3Y Avg | - |
| Rev Chg Q | -48.5% |
| QoQ Delta Rev Chg LTM | -11.8% |
| Op Inc Chg LTM | 73.7% |
| Op Inc Chg 3Y Avg | - |
| Op Mgn LTM | -15.2% |
| Op Mgn 3Y Avg | - |
| QoQ Delta Op Mgn LTM | 11.3% |
| CFO/Rev LTM | -12.0% |
| CFO/Rev 3Y Avg | - |
| FCF/Rev LTM | -12.0% |
| FCF/Rev 3Y Avg | - |
Valuation
| Median | |
|---|---|
| Name | |
| Mkt Cap | 0.1 |
| P/S | 13.0 |
| P/Op Inc | -85.4 |
| P/EBIT | 173.8 |
| P/E | 184.1 |
| P/CFO | -108.8 |
| Total Yield | 0.5% |
| Dividend Yield | 0.0% |
| FCF Yield 3Y Avg | - |
| D/E | 0.0 |
| Net D/E | -0.1 |
Returns
| Median | |
|---|---|
| Name | |
| 1M Rtn | 0.2% |
| 3M Rtn | 0.6% |
| 6M Rtn | 0.6% |
| 12M Rtn | 0.6% |
| 3Y Rtn | 0.6% |
| 1M Excs Rtn | -6.2% |
| 3M Excs Rtn | -9.6% |
| 6M Excs Rtn | -11.4% |
| 12M Excs Rtn | -28.1% |
| 3Y Excs Rtn | -82.2% |
Earnings Returns History
Updated N/A/N/A/N/A| 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 | |||
Insider Activity
Updated 5/5/2026| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Bhav, Partners Llc | Direct | Buy | 3202026 | 0.00 | 135,000 | Form |
Industry Resources
| Financials Resources |
| Federal Reserve Economic Data |
| Federal Reserve |
| FDIC Data |
| American Banker |
| The Banker |
| Banking Technology |
| Multi-Sector Holdings Resources |
| McKinsey & Company Insights |
| Harvard Business Review |
| ValueWalk |
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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