Barentsz Capital (BRKK)
Market Price (12/4/2025): $0 | Market Cap: $-Sector: Industrials | Industry: Research & Consulting Services
Barentsz Capital (BRKK)
Market Price (12/4/2025): $0Market Cap: $-Sector: IndustrialsIndustry: Research & Consulting Services
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
| Megatrend and thematic driversMegatrends include Digital & Alternative Assets. Themes include Private Equity, Private Credit, and Venture Capital. |
| Megatrend and thematic driversMegatrends include Digital & Alternative Assets. Themes include Private Equity, Private Credit, and Venture Capital. |
Valuation, Metrics & Events
BRKK Stock
Why The Stock Moved
Qualitative Assessment
AI Generated Analysis | Feedback
Here are the key points for Barentsz Capital's stock movement from approximately August 31, 2025, to today:
1. Barentsz Capital's Initial Public Offering (IPO) Filing.
The company initiated its public listing process by filing for a US IPO on September 8, 2025, seeking to raise up to $5 million. This initial regulatory step likely generated significant market interest and anticipation for the company's debut on the Nasdaq.
2. Announcement of IPO Terms.
On September 30, 2025, Barentsz Capital set the terms for its IPO, planning to raise $6 million by offering 1.3 million shares at a price range of $4 to $6 per share. This detailed offering provided investors with a clear understanding of the company's valuation and the specifics of its public offering.
Stock Movement Drivers
Return vs. Risk
Price Returns Compared
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| BRKK Return | - | 449900% | -44% | -83% | 2090% | -74% | 239900% |
| Peers Return | 10% | 112478% | -17% | -12% | 527% | -40% | 340413% |
| S&P 500 Return | 16% | 27% | -19% | 24% | 23% | 16% | 112% |
Monthly Win Rates [3] | |||||||
| BRKK Win Rate | 0% | 25% | 42% | 50% | 42% | 30% | |
| Peers Win Rate | 12% | 23% | 19% | 29% | 25% | 18% | |
| S&P 500 Win Rate | 58% | 75% | 42% | 67% | 75% | 70% | |
Max Drawdowns [4] | |||||||
| BRKK Max Drawdown | - | 0% | -44% | -93% | 0% | -91% | |
| Peers Max Drawdown | -5% | -6% | -19% | -24% | -2% | -50% | |
| S&P 500 Max Drawdown | -31% | -1% | -25% | -1% | -2% | -15% | |
[1] Cumulative total returns since the beginning of 2020
[2] Peers: VRSK, ACCL, BRKK, DTDT, FOFO.
[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
| Event | BRKK | S&P 500 |
|---|---|---|
| 2022 Inflation Shock | ||
| % Loss | -99.7% | -25.4% |
| % Gain to Breakeven | 32782.4% | 34.1% |
| Time to Breakeven | Not Fully Recovered days | 464 days |
| 2020 Covid Pandemic | ||
| % Loss | -33.9% | |
| % Gain to Breakeven | 51.3% | |
| Time to Breakeven | Not Fully Recovered days | 148 days |
Compare to VRSK, ACCL, BRKK, DTDT, FOFO
In The Past
Barentsz Capital's stock fell -99.7% during the 2022 Inflation Shock from a high on 3/15/2021. A -99.7% loss requires a 32782.4% 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.
Trade Ideas
Select past ideas related to BRKK. For more, see Trefis Trade Ideas.
| Date | Ticker | Company | Category | Trade Strategy | 6M Fwd Rtn | 12M Fwd Rtn | 12M Max DD |
|---|---|---|---|---|---|---|---|
| 11212025 | CNM | Core & Main | Dip Buy | DB | FCFY OPMDip Buy with High FCF Yield and High MarginBuying dips for companies with high FCF yield and meaningfully high operating margin | 7.3% | 7.3% | -1.6% |
| 11212025 | VRRM | Verra Mobility | Dip Buy | DB | FCFY OPMDip Buy with High FCF Yield and High MarginBuying dips for companies with high FCF yield and meaningfully high operating margin | 2.3% | 2.3% | -1.2% |
| 11212025 | LII | Lennox International | Dip Buy | DB | P/E OPMDip Buy with Low PE and High MarginBuying dips for companies with tame PE and meaningfully high operating margin | 4.8% | 4.8% | 0.0% |
| 11212025 | ADP | Automatic Data Processing | 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 | 1.6% | 1.6% | -1.2% |
| 11212025 | CW | Curtiss-Wright | Quality | Q | Momentum | UpsideQuality Stocks with Momentum and UpsideBuying quality stocks with strong momentum but still having room to run | 2.2% | 2.2% | 0.0% |
| Date | Ticker | Company | Category | Trade Strategy | 6M Fwd Rtn | 12M Fwd Rtn | 12M Max DD |
|---|---|---|---|---|---|---|---|
| 11212025 | CNM | Core & Main | Dip Buy | DB | FCFY OPMDip Buy with High FCF Yield and High MarginBuying dips for companies with high FCF yield and meaningfully high operating margin | 7.3% | 7.3% | -1.6% |
| 11212025 | VRRM | Verra Mobility | Dip Buy | DB | FCFY OPMDip Buy with High FCF Yield and High MarginBuying dips for companies with high FCF yield and meaningfully high operating margin | 2.3% | 2.3% | -1.2% |
| 11212025 | LII | Lennox International | Dip Buy | DB | P/E OPMDip Buy with Low PE and High MarginBuying dips for companies with tame PE and meaningfully high operating margin | 4.8% | 4.8% | 0.0% |
| 11212025 | ADP | Automatic Data Processing | 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 | 1.6% | 1.6% | -1.2% |
| 11212025 | CW | Curtiss-Wright | Quality | Q | Momentum | UpsideQuality Stocks with Momentum and UpsideBuying quality stocks with strong momentum but still having room to run | 2.2% | 2.2% | 0.0% |
Research & Analysis
Invest in Strategies
Wealth Management
Peer Comparisons for Barentsz Capital
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 13.01 |
| Mkt Cap | 31.3 |
| Rev LTM | 3,030 |
| Op Inc LTM | 1,347 |
| FCF LTM | 1,116 |
| FCF 3Y Avg | 942 |
| CFO LTM | 1,348 |
| CFO 3Y Avg | 1,179 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 7.3% |
| Rev Chg 3Y Avg | 13.4% |
| Rev Chg Q | 5.9% |
| QoQ Delta Rev Chg LTM | 1.4% |
| Op Mgn LTM | 44.4% |
| Op Mgn 3Y Avg | 43.6% |
| QoQ Delta Op Mgn LTM | 0.5% |
| CFO/Rev LTM | 44.5% |
| CFO/Rev 3Y Avg | 41.6% |
| FCF/Rev LTM | 36.8% |
| FCF/Rev 3Y Avg | 33.2% |
Valuation
| Median | |
|---|---|
| Name | |
| Mkt Cap | 31.3 |
| P/S | 11.6 |
| P/EBIT | 26.0 |
| P/E | 38.1 |
| P/CFO | 26.0 |
| Total Yield | 3.3% |
| Dividend Yield | 0.7% |
| FCF Yield 3Y Avg | 2.6% |
| D/E | 0.1 |
| Net D/E | 0.1 |
Returns
| Median | |
|---|---|
| Name | |
| 1M Rtn | 4.2% |
| 3M Rtn | -41.5% |
| 6M Rtn | -48.3% |
| 12M Rtn | -44.3% |
| 3Y Rtn | -21.7% |
| 1M Excs Rtn | 4.2% |
| 3M Excs Rtn | -47.1% |
| 6M Excs Rtn | -63.1% |
| 12M Excs Rtn | -58.5% |
| 3Y Excs Rtn | -91.8% |
External Quote Links
| Y Finance | Barrons |
| TradingView | Morningstar |
| SeekingAlpha | ValueLine |
| Motley Fool | Robinhood |
| CNBC | Etrade |
| MarketWatch | Unusual Whales |
| YCharts | Perplexity Finance |
| FinViz |