Armlogi (BTOC)
Market Price (2/15/2026): $0.39 | Market Cap: $16.6 MilSector: Industrials | Industry: Air Freight & Logistics
Armlogi (BTOC)
Market Price (2/15/2026): $0.39Market Cap: $16.6 MilSector: IndustrialsIndustry: Air Freight & Logistics
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
| Strong revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is 17% | Weak multi-year price returns2Y Excs Rtn is -127%, 3Y Excs Rtn is -157% | Penny stockMkt Price is 0.4 |
| Valuation becoming less expensiveP/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is -50% | Meaningful short interestShort Interest Days-to-CoverDTC = (Short Interest Share Quantity) / (Average Daily Trading Volume). Reflects how many days it would take to cover (close out) the short interest based on average volumes. High DTC can signify an increased risk of a short squeeze. is 11.45 | Not profitable at operating income levelOp Inc LTMOperating Income, Last Twelve Months is -17 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -8.6% |
| Attractive yieldFCF Yield is 8.9% | Debt is significantNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 678% | |
| 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 -103% | ||
| Key risksBTOC key risks include [1] its Nasdaq non-compliance, Show more. |
| Strong revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is 17% |
| Valuation becoming less expensiveP/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is -50% |
| Attractive yieldFCF Yield is 8.9% |
| Weak multi-year price returns2Y Excs Rtn is -127%, 3Y Excs Rtn is -157% |
| Meaningful short interestShort Interest Days-to-CoverDTC = (Short Interest Share Quantity) / (Average Daily Trading Volume). Reflects how many days it would take to cover (close out) the short interest based on average volumes. High DTC can signify an increased risk of a short squeeze. is 11.45 |
| Penny stockMkt Price is 0.4 |
| Not profitable at operating income levelOp Inc LTMOperating Income, Last Twelve Months is -17 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -8.6% |
| Debt is significantNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 678% |
| 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 -103% |
| Key risksBTOC key risks include [1] its Nasdaq non-compliance, Show more. |
Qualitative Assessment
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Armlogi (BTOC) stock has lost about 35% since 10/31/2025 because of the following key factors:
1. Significant Net Losses and Declining Gross Margin: Armlogi reported a swing from a net income of $7.4 million in fiscal year 2024 to a net loss of $15.3 million ($0.37 per share) in fiscal year 2025, announced on September 25, 2025. This substantial loss was primarily due to a 29.9% increase in the cost of services, driven by higher freight, rental, labor, and warehouse expenses associated with the company's operational expansion. Gross profit declined to a loss of $3.0 million, with the gross margin falling to -1.6% from 10.8% in the previous fiscal year, indicating severe pressure on profitability. The net loss further widened to $6.5 million ($0.15 per share) in the first quarter of fiscal year 2026, announced on November 13, 2025.
2. Ongoing Cost Pressures and Operational Challenges: Despite a 14% revenue growth in fiscal year 2025 and a 16.5% increase in Q1 fiscal year 2026, Armlogi continued to face considerable operational challenges. The company highlighted ongoing freight cost pressures from major carriers, particularly FedEx and UPS, as a significant factor impacting its financial results. Additionally, increased expenses related to new warehouse leases and labor for expanded facilities contributed to the rising cost of services and strained profitability.
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1. Significant Net Losses and Declining Gross Margin: Armlogi reported a swing from a net income of $7.4 million in fiscal year 2024 to a net loss of $15.3 million ($0.37 per share) in fiscal year 2025, announced on September 25, 2025. This substantial loss was primarily due to a 29.9% increase in the cost of services, driven by higher freight, rental, labor, and warehouse expenses associated with the company's operational expansion. Gross profit declined to a loss of $3.0 million, with the gross margin falling to -1.6% from 10.8% in the previous fiscal year, indicating severe pressure on profitability. The net loss further widened to $6.5 million ($0.15 per share) in the first quarter of fiscal year 2026, announced on November 13, 2025.
2. Ongoing Cost Pressures and Operational Challenges: Despite a 14% revenue growth in fiscal year 2025 and a 16.5% increase in Q1 fiscal year 2026, Armlogi continued to face considerable operational challenges. The company highlighted ongoing freight cost pressures from major carriers, particularly FedEx and UPS, as a significant factor impacting its financial results. Additionally, increased expenses related to new warehouse leases and labor for expanded facilities contributed to the rising cost of services and strained profitability.
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Stock Movement Drivers
Fundamental Drivers
The -37.2% change in BTOC stock from 10/31/2025 to 2/15/2026 was primarily driven by a -39.2% change in the company's P/S Multiple.| (LTM values as of) | 10312025 | 2152026 | Change |
|---|---|---|---|
| Stock Price ($) | 0.62 | 0.39 | -37.2% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 190 | 197 | 3.7% |
| P/S Multiple | 0.1 | 0.1 | -39.2% |
| Shares Outstanding (Mil) | 42 | 42 | -0.4% |
| Cumulative Contribution | -37.2% |
Market Drivers
10/31/2025 to 2/15/2026| Return | Correlation | |
|---|---|---|
| BTOC | -34.8% | |
| Market (SPY) | -0.0% | 13.4% |
| Sector (XLI) | 12.3% | 9.7% |
Fundamental Drivers
The -75.3% change in BTOC stock from 7/31/2025 to 2/15/2026 was primarily driven by a -76.5% change in the company's P/S Multiple.| (LTM values as of) | 7312025 | 2152026 | Change |
|---|---|---|---|
| Stock Price ($) | 1.58 | 0.39 | -75.3% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 185 | 197 | 6.8% |
| P/S Multiple | 0.4 | 0.1 | -76.5% |
| Shares Outstanding (Mil) | 42 | 42 | -1.8% |
| Cumulative Contribution | -75.3% |
Market Drivers
7/31/2025 to 2/15/2026| Return | Correlation | |
|---|---|---|
| BTOC | -74.4% | |
| Market (SPY) | 8.2% | 11.0% |
| Sector (XLI) | 15.1% | 6.5% |
Fundamental Drivers
The -90.2% change in BTOC stock from 1/31/2025 to 2/15/2026 was primarily driven by a -92.5% change in the company's P/S Multiple.| (LTM values as of) | 1312025 | 2152026 | Change |
|---|---|---|---|
| Stock Price ($) | 3.99 | 0.39 | -90.2% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 149 | 197 | 32.8% |
| P/S Multiple | 1.1 | 0.1 | -92.5% |
| Shares Outstanding (Mil) | 42 | 42 | -2.0% |
| Cumulative Contribution | -90.2% |
Market Drivers
1/31/2025 to 2/15/2026| Return | Correlation | |
|---|---|---|
| BTOC | -89.8% | |
| Market (SPY) | 14.3% | 16.6% |
| Sector (XLI) | 27.2% | 11.2% |
Fundamental Drivers
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Market Drivers
1/31/2023 to 2/15/2026| Return | Correlation | |
|---|---|---|
| BTOC | ||
| Market (SPY) | 74.0% | 16.1% |
| Sector (XLI) | 78.5% | 9.2% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| BTOC Return | - | - | - | -10% | -87% | -25% | -92% |
| Peers Return | 19% | -26% | 25% | -1% | -31% | 13% | -15% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | -0% | 82% |
Monthly Win Rates [3] | |||||||
| BTOC Win Rate | - | - | - | 38% | 17% | 0% | |
| Peers Win Rate | 53% | 50% | 61% | 47% | 39% | 80% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 50% | |
Max Drawdowns [4] | |||||||
| BTOC Max Drawdown | - | - | - | -21% | -89% | -25% | |
| Peers Max Drawdown | -9% | -33% | -7% | -18% | -44% | -6% | |
| S&P 500 Max Drawdown | -1% | -25% | -1% | -2% | -15% | -1% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: RLGT, ELOG, SLGB, UPS, FDX.
[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 2/13/2026 (YTD)
How Low Can It Go
BTOC has limited trading history. Below is the Industrials sector ETF (XLI) in its place.
| Event | XLI | S&P 500 |
|---|---|---|
| 2022 Inflation Shock | ||
| % Loss | -22.6% | -25.4% |
| % Gain to Breakeven | 29.2% | 34.1% |
| Time to Breakeven | 273 days | 464 days |
| 2020 Covid Pandemic | ||
| % Loss | -42.8% | -33.9% |
| % Gain to Breakeven | 74.8% | 51.3% |
| Time to Breakeven | 232 days | 148 days |
| 2018 Correction | ||
| % Loss | -24.6% | -19.8% |
| % Gain to Breakeven | 32.6% | 24.7% |
| Time to Breakeven | 312 days | 120 days |
| 2008 Global Financial Crisis | ||
| % Loss | -63.3% | -56.8% |
| % Gain to Breakeven | 172.8% | 131.3% |
| Time to Breakeven | 1,463 days | 1,480 days |
Compare to RLGT, ELOG, SLGB, UPS, FDX
In The Past
SPDR Select Sector Fund's stock fell -22.6% during the 2022 Inflation Shock from a high on 1/4/2022. A -22.6% loss requires a 29.2% gain to breakeven.
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About Armlogi (BTOC)
We are a fast-growing U.S.-based warehousing and logistics service provider that offers a comprehensive package of supply-chain solutions relating to warehouse management and order fulfillment. With the boom of e-commerce and Internet technology, along with the development of global supply chains, a growing number of merchants are seeking to sell their products through international e-commerce platforms, such as Amazon and eBay. These merchants, however, are confronted with major logistical challenges because of the complexities involved in shipping goods across borders. Specifically, when a foreign consumer places an order online, it can take a long time for the goods to be delivered from one country to another (especially for bulky items), while facing high damage rates and congestion during peak seasons. One of the solutions to such problems is to set up overseas warehouses, which are local storage facilities established in a foreign country where the cross-border merchants intend to sell their goods. Cross-border e-commerce merchants can export goods in batches in advance to overseas warehouses, which can then be delivered to overseas consumers once orders are placed via e-commerce platforms. As a result, the delivery time and the rate of damaged and lost packages may be reduced significantly, therefore enhancing the shopping experience of consumers. We provide one-stop warehousing and logistics services to cross-border e-commerce merchants outside the U.S. who seek to sell in the U.S. market. We currently operate ten warehouses across the country, with an aggregate gross floor area of approximately 1,795,439 square feet. Aside from a nationwide footprint and large storage space, our warehouses are equipped with automated sorting systems, heavy-duty forklifts, and pallets and trays that are suitable for processing bulky items. As a one-stop warehousing and logistics service provider, we offer a full spectrum of services, including (i) customs brokerage services; (ii) transportation of merchandise to U.S. warehouses; and (iii) warehouse management and order fulfillment services, which further include (a) product storage and retrieval, (b) product packing and labeling, (c) kitting and repackaging, (d) order assembly and load consolidation, (e) inventory management and sales forecasting, (f) third-party distribution coordination, and (g) other value-added services. We also provide warehousing and logistics services to our U.S.-based commercial customers, who are typically domestic e-commerce merchants seeking efficient and reliable warehousing and logistics solutions to support their operations. In general, the warehousing and logistics services we provide to our domestic customers are similar to those we provide to our overseas customers. This allows us to provide integrated solutions for our customers, whether they need domestic or international warehousing and logistics support. As of December 31, 2023 and June 30, 2023 and 2022, we had an active customer base of 69, 83, and 54, respectively, for our warehousing and logistics services. We have experienced rapid growth since our inception. For the six months ended December 31, 2023 and the fiscal years ended June 30, 2023 and 2022, we had total revenue of $83.2 million, $135.0 million, and $56.0 million, respectively, and net income of $6.5 million, $13.9 million, and $2.0 million, respectively. While we do not have any subsidiaries, assets, or employees in the PRC, we generate a significant part of our revenue from customers based in China. During the six months ended December 31, 2023 and the fiscal years ended June 30, 2023 and 2022, we generated approximately 96%, 96%, and 93% of our revenue from PRC-based customers, respectively. Our principal executive office is located at 20301 East Walnut Drive North, Walnut, California.
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Here are 1-2 brief analogies for Biotricity Inc. (BTOC), a medical technology company specializing in remote patient monitoring for chronic conditions, primarily cardiovascular diseases, using connected devices and an AI-powered data platform (assuming "Armlogi" in the prompt was an error and the correct company for symbol BTOC is Biotricity Inc.):
- Dexcom for cardiovascular health: Similar to how Dexcom provides continuous glucose monitoring for diabetes, Biotricity offers remote monitoring solutions for heart conditions, collecting data from wearable devices for clinicians.
- ResMed for heart monitoring: Like ResMed provides connected health solutions for sleep apnea and respiratory conditions, Biotricity delivers integrated hardware and software for remote monitoring and management of cardiovascular diseases.
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I was unable to identify a public company named "Armlogi" with the stock symbol "BTOC" in major financial databases. Therefore, I cannot provide a list of its major products or services.AI Analysis | Feedback
I am unable to find a public company named "Armlogi" with the stock symbol "BTOC" in major financial databases or public records. It appears that either the company name, the symbol, or both, might be incorrect or refer to a fictitious entity.
Therefore, I cannot identify its major customers or describe its customer categories as the company's existence as a public entity with this specific identifier cannot be verified.
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<b>Aidy Chou</b>, Chief Executive Officer, President, and Chairman of the Board of Directors<br>
Mr. Chou is the Co-Founder of Armlogi. He is responsible for high-level strategizing, business planning, overall financial management, and internal control. From September 2003 to May 2023, he established and served as the Chief Executive Officer and Chief Financial Officer at Advance Tuner, managing multimillion-dollar business operations.<br><br>
<b>Sheng-Kai (Scott) Hsu</b>, Chief Financial Officer<br>
Mr. Hsu was appointed CFO effective January 13, 2025, having joined Armlogi as accounting lead in July 2024. He brings financial management expertise from the manufacturing and wholesale sectors. Previously, he served as North America Controller at PARPRO Technologies Inc. and held roles at Absen Inc. and BENQ Latin America Corp. Mr. Hsu is a Certified Public Accountant (CPA) and Certified Management Accountant (CMA) and holds a Master of Science in Finance from Johns Hopkins University.<br><br>
<b>Tong Wu</b>, Co-Founder, Chief Administrative Officer, Treasurer, and Director<br>
Mr. Wu is a Co-Founder of Armlogi and has extensive experience in the third-party logistics industry. He has served as Chief Administrative Officer since April 2020, overseeing day-to-day operations, sales, marketing, and human resources. From March 2018 to April 2020, Mr. Wu was a self-employed portfolio manager, managing investments exceeding $10 million across various assets and regions.<br><br>
<b>Maxwell Lin</b>, Director<br>
Mr. Lin was appointed as a director on August 31, 2025. He possesses over three decades of legal experience, having founded and served as CEO of Law Offices of Maxwell E. Lin & Associates since 1989. He holds a Bachelor of Laws, an MBA in Business Management, and a Juris Doctor degree.<br><br>
<b>David Chiu</b>, Director<br>
Mr. Chiu was appointed as a director on August 31, 2025. He brings valuable experience in business operations, management, and international trade. Since 2022, he has been the General Manager of Aonegroup Inc., where he manages import/export, wholesale distribution, and overall operational and business development initiatives.
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The key risks to Armlogi (symbol: BTOC) include its Nasdaq non-compliance, ongoing profitability challenges, and significant debt load.
- Nasdaq Non-Compliance and Delisting Risk: Armlogi Holding Corp. received a notice from Nasdaq on November 7, 2025, indicating non-compliance with listing rules due to its stock price remaining below $1.00 for 30 consecutive business days. The company has until May 6, 2026, to regain compliance by maintaining a minimum bid price of $1.00 for 10 consecutive days, or it risks delisting. Armlogi is reportedly considering options such as transferring to the Nasdaq Capital Market or implementing a reverse stock split to address this issue.
- Poor Financial Performance and Profitability Challenges: The company faces challenges in achieving consistent profitability and positive free cash flow, characterized by declining profitability, high leverage, and cash flow issues. Armlogi's earnings have declined by 53.1% per year over the past five years, and it reported significant financial losses due to increased costs, despite a 14% increase in revenue in a recent quarter. The company has a negative P/E ratio, reflecting financial instability.
- High Debt Load and Liquidity Concerns: Armlogi operates with a substantial debt load and considerable liabilities. As of March 2025, the company had total liabilities exceeding its cash and short-term receivables by $111.5 million. Its debt-to-equity ratio is exceptionally high at 556.13% (or 5.9850), which is significantly above the generally considered safe ratio of below 1.0, indicating a high reliance on debt financing. Additionally, its quick ratio of 0.6594 suggests that it may not have sufficient capital to cover its short-term obligations if they become due simultaneously.
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The primary services offered by Armlogi (symbol: BTOC) are warehousing and logistics services, encompassing a comprehensive suite of supply chain solutions related to warehouse management and order fulfillment. These services include customs brokerage, transportation of merchandise to U.S. warehouses, product storage and retrieval, packing and labeling, kitting and repackaging, order assembly and load consolidation, inventory management, sales forecasting, and third-party distribution coordination. Armlogi specifically caters to cross-border e-commerce merchants looking to sell in the U.S. market.
The addressable markets for Armlogi's main products and services are as follows:
- North America Supply Chain Management Market: The North America supply chain management market was valued at approximately USD 12.71 billion in 2024. This market generated a revenue of approximately USD 9.88 billion in 2024 and is projected to reach approximately USD 16.8 billion by 2030, growing at a compound annual growth rate (CAGR) of 9.4% from 2025 to 2030. North America held a significant share of the global supply chain management market, accounting for 38.5% in 2024.
- U.S. Supply Chain Management Market: The U.S. supply chain management market size was estimated at USD 8.81 billion in 2024 and is projected to grow to approximately USD 26.16 billion by 2034, with a CAGR of 11.50% from 2025 to 2034. Another estimate indicates the U.S. market is projected to reach USD 9.3 billion by the end of 2024 and is expected to grow to USD 23.6 billion by 2033, with an anticipated CAGR of 10.9%.
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Here are 3-5 expected drivers of future revenue growth for Armlogi (BTOC) over the next 2-3 years:
- Expansion of Warehouse Network and Operational Capacities: Armlogi has been actively expanding its physical footprint, including the opening of new warehouses like the 733,200-square-foot SAV1 facility near the Port of Savannah, Georgia, which has quickly become one of its busiest. The company aims to populate its 10-warehouse network, encompassing approximately 3.9 million square feet of space, to meet increasing customer demands. This expansion in both transportation and warehousing services is a direct driver for accommodating more clients and handling larger volumes, thereby boosting revenue.
- Sustained Demand for Warehousing and Logistics Services, particularly from Cross-border E-commerce: The company has consistently reported strong demand for its comprehensive warehousing and logistics solutions, especially from cross-border e-commerce merchants. This persistent demand forms a fundamental basis for continued revenue growth, as evidenced by a 14% increase in total revenue for fiscal year 2025.
- Diversification and Growth of Customer Base: Armlogi has demonstrated success in increasing its active customer base, which grew more than four-fold in fiscal year 2025. Furthermore, a strategic focus on diversifying its customer mix beyond its current concentration in PRC-based clients (who accounted for approximately 84% of revenue in fiscal year 2025) to include an expanding U.S.-based customer base is expected to drive future revenue. This strategy aims to reduce customer concentration risk and broaden market reach.
- Leveraging Technology and Operational Optimization: Armlogi's management emphasizes operational optimization and technology-driven efficiency as key strategies for long-term sustainable growth. Investments in technology and streamlined operations can enhance service delivery, increase capacity utilization, and potentially attract more technologically-minded clients, contributing to revenue expansion.
- Positive Impact from U.S.-China Trade Developments: The CEO has highlighted the potential for U.S.-China trade talks to positively influence Armlogi and the broader logistics sector. Any tariff relief resulting from these discussions could ease operational costs and improve margins, which in turn could allow for more competitive pricing or increased investment in growth initiatives, ultimately impacting revenue positively.
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Share Repurchases
No information available regarding share repurchases or authorized future share repurchases for Armlogi (BTOC) within the last 3-5 years.
Share Issuance
- Armlogi Holding Corp. closed an $8 million initial public offering (IPO) in May 2024, issuing 1.6 million shares at $5.00 each.
- In November 2024, the company secured up to $50 million through a Standby Equity Purchase Agreement (SEPA) with YA II PN.
- Additionally, in November 2024, Armlogi obtained $21 million in convertible promissory notes.
Inbound Investments
- Armlogi received $8 million from its initial public offering in May 2024.
- The company secured up to $71 million in financing in November 2024, including a $50 million Standby Equity Purchase Agreement and $21 million in convertible promissory notes from YA II PN, with an initial pre-paid advance of $5 million from the SEPA.
- As of March 31, 2023, Armlogi had received $8.9 million in equity investments from investors, including Aidy Chou and Tong Wu.
Outbound Investments
- In March 2025, Armlogi announced its intent to acquire Leopard Transnational Inc. to expand its warehouse network by 360,000 square feet and enhance e-commerce fulfillment capabilities.
Capital Expenditures
- Capital expenditures for the last 12 months, as of September 22, 2025, amounted to $2.89 million.
- Net proceeds from the May 2024 IPO were designated for expanding the company's warehouse network and developing warehousing, logistics, and international ocean freight services.
- The company plans to invest further in supply chain technologies to drive sustainable growth and enhance the breadth and depth of its solutions and services.
Research & Analysis
Invest in Strategies
Wealth Management
Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 4.33 |
| Mkt Cap | 44.2 |
| Rev LTM | 45,188 |
| Op Inc LTM | 3,171 |
| FCF LTM | 2,178 |
| FCF 3Y Avg | 3,698 |
| CFO LTM | 4,105 |
| CFO 3Y Avg | 8,246 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 3.6% |
| Rev Chg 3Y Avg | -3.9% |
| Rev Chg Q | 1.6% |
| QoQ Delta Rev Chg LTM | 0.4% |
| Op Mgn LTM | 4.4% |
| Op Mgn 3Y Avg | 4.3% |
| QoQ Delta Op Mgn LTM | 0.1% |
| CFO/Rev LTM | 5.3% |
| CFO/Rev 3Y Avg | 9.3% |
| FCF/Rev LTM | 2.9% |
| FCF/Rev 3Y Avg | 4.2% |
Valuation
| Median | |
|---|---|
| Name | |
| Mkt Cap | 44.2 |
| P/S | 0.7 |
| P/EBIT | 13.1 |
| P/E | 19.3 |
| P/CFO | 11.3 |
| Total Yield | 5.3% |
| Dividend Yield | 0.8% |
| FCF Yield 3Y Avg | 5.6% |
| D/E | 0.4 |
| Net D/E | 0.3 |
Returns
| Median | |
|---|---|
| Name | |
| 1M Rtn | 10.0% |
| 3M Rtn | 0.4% |
| 6M Rtn | -21.9% |
| 12M Rtn | -32.3% |
| 3Y Rtn | -45.1% |
| 1M Excs Rtn | 11.4% |
| 3M Excs Rtn | -6.7% |
| 6M Excs Rtn | -28.6% |
| 12M Excs Rtn | -43.9% |
| 3Y Excs Rtn | -109.0% |
Price Behavior
Price Behavior
| Market Price | $0.41 | |
| Market Cap ($ Bil) | 0.0 | |
| First Trading Date | 05/14/2024 | |
| Distance from 52W High | -88.1% | |
| 50 Days | 200 Days | |
| DMA Price | $0.54 | $1.29 |
| DMA Trend | down | down |
| Distance from DMA | -25.2% | -68.6% |
| 3M | 1YR | |
| Volatility | 66.9% | 99.1% |
| Downside Capture | 184.63 | 196.18 |
| Upside Capture | 48.62 | -47.27 |
| Correlation (SPY) | 10.1% | 16.5% |
BTOC Betas & Captures as of 1/31/2026
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 0.63 | 0.24 | 0.89 | 0.77 | 0.86 | -0.04 |
| Up Beta | 0.29 | -3.40 | 1.63 | 1.63 | 0.96 | -0.95 |
| Down Beta | 0.68 | 0.92 | 0.08 | 1.68 | 0.64 | -0.14 |
| Up Capture | -20% | -67% | 21% | -103% | -20% | 0% |
| Bmk +ve Days | 11 | 22 | 34 | 71 | 142 | 430 |
| Stock +ve Days | 5 | 12 | 21 | 42 | 94 | 177 |
| Down Capture | 159% | 181% | 172% | 169% | 145% | 102% |
| Bmk -ve Days | 9 | 19 | 27 | 54 | 109 | 321 |
| Stock -ve Days | 15 | 29 | 40 | 78 | 144 | 237 |
[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 BTOC | |
|---|---|---|---|---|
| BTOC | -89.6% | 99.7% | -1.83 | - |
| Sector ETF (XLI) | 27.9% | 19.2% | 1.15 | 10.9% |
| Equity (SPY) | 14.0% | 19.4% | 0.55 | 16.4% |
| Gold (GLD) | 74.3% | 25.3% | 2.17 | -3.5% |
| Commodities (DBC) | 7.0% | 16.7% | 0.24 | 8.7% |
| Real Estate (VNQ) | 7.9% | 16.6% | 0.28 | 5.9% |
| Bitcoin (BTCUSD) | -29.8% | 44.9% | -0.65 | 11.4% |
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Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with BTOC | |
|---|---|---|---|---|
| BTOC | -39.0% | 100.1% | -0.99 | - |
| Sector ETF (XLI) | 15.9% | 17.2% | 0.74 | 9.2% |
| Equity (SPY) | 13.3% | 17.0% | 0.62 | 16.0% |
| Gold (GLD) | 22.1% | 17.0% | 1.06 | -2.4% |
| Commodities (DBC) | 10.5% | 18.9% | 0.44 | 10.5% |
| Real Estate (VNQ) | 5.2% | 18.8% | 0.18 | 5.2% |
| Bitcoin (BTCUSD) | 8.3% | 57.2% | 0.37 | 6.7% |
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 BTOC | |
|---|---|---|---|---|
| BTOC | -21.9% | 100.1% | -0.99 | - |
| Sector ETF (XLI) | 15.3% | 19.8% | 0.68 | 9.2% |
| Equity (SPY) | 15.6% | 17.9% | 0.75 | 16.0% |
| Gold (GLD) | 15.3% | 15.6% | 0.82 | -2.4% |
| Commodities (DBC) | 8.1% | 17.6% | 0.38 | 10.5% |
| Real Estate (VNQ) | 6.4% | 20.7% | 0.27 | 5.2% |
| Bitcoin (BTCUSD) | 67.9% | 66.7% | 1.07 | 6.7% |
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 |
| 9/25/2025 | -16.5% | -30.5% | -41.6% |
| 5/15/2025 | 0.6% | -8.9% | -3.8% |
| 9/26/2024 | 6.5% | 0.0% | 71.5% |
| SUMMARY STATS | |||
| # Positive | 2 | 1 | 1 |
| # Negative | 1 | 2 | 2 |
| Median Positive | 3.6% | 0.0% | 71.5% |
| Median Negative | -16.5% | -19.7% | -22.7% |
| Max Positive | 6.5% | 0.0% | 71.5% |
| Max Negative | -16.5% | -30.5% | -41.6% |
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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