Tearsheet

Capstone Energy+ (CEPL)

Market Price (7/15/2026): $11.66 | Market Cap: $274.0 MilSector: Industrials | Industry: Industrial Machinery & Supplies & Components

Capstone Energy+ (CEPL)

Market Price (7/15/2026): $11.66
Market Cap: $274.0 Mil
Sector: Industrials
Industry: Industrial Machinery & Supplies & Components

Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.

Strong revenue growth
Rev Chg LTMRevenue Change % Last Twelve Months (LTM) is 24%

Megatrend and thematic drivers
Megatrends include Smart Grids & Grid Modernization, Sustainable Infrastructure, and Renewable Energy Transition. Themes include Distributed Energy Resources, Show more.

Trading close to highs
Dist 52W High is 0.0%, Dist 3Y High is 0.0%

Weak multi-year price returns
2Y Excs Rtn is -30%, 3Y Excs Rtn is -67%

Weak revenue growth
Rev Chg QQuarterly Revenue Change % is -15%

Not cash flow generative
CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is -2.4%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -3.2%

High stock price volatility
Vol 12M is 173%

0	Strong revenue growth Rev Chg LTMRevenue Change % Last Twelve Months (LTM) is 24%
1	Megatrend and thematic drivers Megatrends include Smart Grids & Grid Modernization, Sustainable Infrastructure, and Renewable Energy Transition. Themes include Distributed Energy Resources, Show more.
2	Trading close to highs Dist 52W High is 0.0%, Dist 3Y High is 0.0%
3	Weak multi-year price returns 2Y Excs Rtn is -30%, 3Y Excs Rtn is -67%
4	Weak revenue growth Rev Chg QQuarterly Revenue Change % is -15%
5	Not cash flow generative CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is -2.4%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -3.2%
6	High stock price volatility Vol 12M is 173%

Valuation & Metrics

	7/15/26	2025	2024
Share Price	$11.66	�	�
Mkt Cap ($ Mil)	274.0	-	-
+ Debt ($ Mil)	37.8	41.9	0.0
- Cash ($ Mil)	28.2	7.0	0.0
TEV ($ Mil)	283.6
Valuation Ratios
P/S	-	-	-
P/EBIT	-	-	-
P/E	-	-	-
P/FCF	-	-	-
Sector Ratios (* = sector average)
P/S *	1.8	1.7	1.5
P/EBIT *	12.5	13.1	12.4
P/E *	17.9	17.3	17.7
P/FCF *	13.9	13.5	14.1

	7/15/26	2025	2024
Share Price	$11.66	�	�
Mkt Cap ($ Mil)	274.0	-	-
+ Debt ($ Mil)	37.8	41.9	0.0
- Cash ($ Mil)	28.2	7.0	0.0
TEV ($ Mil)	283.6
Valuation Ratios
P/S	-	-	-
P/EBIT	-	-	-
P/E	-	-	-
P/FCF	-	-	-
Sector Ratios (* = sector average)
P/S *	1.8	1.7	1.5
P/EBIT *	12.5	13.1	12.4
P/E *	17.9	17.3	17.7
P/FCF *	13.9	13.5	14.1

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Metric	Value	Date	Source
Total Units Shipped	More than 10,800	6252026	Link
Number of Countries with Installations	89	6252026	Link
Megawatts Shipped (Fiscal Year 2026 vs 2025)	10.5 MW increase	3312026	Link
Number of Distributors	47	6252026	Link

Price Chart

Upcoming
9/02/2026	Earnings Release	Rev: $22 Mil (E) EPS: $-0.00 (E)

Why The Stock Moved

Stock Movement Drivers

Fundamental Drivers

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Market Drivers

3/31/2026 to 7/14/2026

	Return	Correlation
CEPL
Market (SPY)	15.6%	5.0%
Sector (XLI)	11.6%	-20.0%

Fundamental Drivers

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Market Drivers

12/31/2025 to 7/14/2026

	Return	Correlation
CEPL
Market (SPY)	10.6%	5.0%
Sector (XLI)	16.7%	-20.0%

Fundamental Drivers

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Market Drivers

6/30/2025 to 7/14/2026

	Return	Correlation
CEPL
Market (SPY)	22.7%	5.0%
Sector (XLI)	23.6%	-20.0%

Fundamental Drivers

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Market Drivers

6/30/2023 to 7/14/2026

	Return	Correlation
CEPL
Market (SPY)	75.6%	5.0%
Sector (XLI)	75.1%	-20.0%

Return vs. Risk

Price Returns Compared

	2021	2022	2023	2024	2025	2026	Total [1]
Returns
CEPL Return	-	-	-	-	-	-8%	-8%
Peers Return	7%	-32%	1482%	-19%	39%	80%	2208%
S&P 500 Return	27%	-19%	24%	23%	16%	10%	100%
Monthly Win Rates [3]
CEPL Win Rate	-	-	-	-	-	0%
Peers Win Rate	40%	30%	47%	33%	45%	66%
S&P 500 Win Rate	75%	42%	67%	75%	67%	57%
Max Drawdowns [4]
CEPL Max Drawdown	-	-	-	-	-	-
Peers Max Drawdown	-43%	-48%	-64%	-54%	-65%	-38%
S&P 500 Max Drawdown	-5%	-25%	-10%	-8%	-19%	-9%

[1] Cumulative total returns since the beginning of 2021
[2] Peers: GNRC, BE, FCEL, AMRC, CETY.
[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 7/14/2026 (YTD)

CEPL has limited trading history. Below is the Industrials sector ETF (XLI) in its place.

Event	XLI	S&P 500
2025 US Tariff Shock
% Loss	-15.8%	-18.8%
% Gain to Breakeven	18.8%	23.1%
Time to Breakeven	34 days	79 days
Summer-Fall 2023 Five Percent Yield Shock
% Loss	-11.7%	-9.5%
% Gain to Breakeven	13.2%	10.5%
Time to Breakeven	45 days	24 days
2022 Inflation Shock & Fed Tightening
% Loss	-20.1%	-24.5%
% Gain to Breakeven	25.1%	32.4%
Time to Breakeven	125 days	427 days
2020 COVID-19 Crash
% Loss	-41.6%	-33.7%
% Gain to Breakeven	71.2%	50.9%
Time to Breakeven	231 days	140 days
Q4 2018 Fed Policy Error / Growth Scare
% Loss	-23.7%	-19.2%
% Gain to Breakeven	31.1%	23.8%
Time to Breakeven	120 days	105 days
2015-2016 China Devaluation / Global Growth Scare
% Loss	-11.1%	-12.2%
% Gain to Breakeven	12.5%	13.9%
Time to Breakeven	51 days	62 days

Compare to GNRC, BE, FCEL, AMRC, CETY

In The Past

State Street Industrial Select Sector SPDR ETF's stock fell -15.8% during the 2025 US Tariff Shock. Such a loss loss requires a 18.8% 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.

CEPL has limited trading history. Below is the Industrials sector ETF (XLI) in its place.

Event	XLI	S&P 500
2022 Inflation Shock & Fed Tightening
% Loss	-20.1%	-24.5%
% Gain to Breakeven	25.1%	32.4%
Time to Breakeven	125 days	427 days
2020 COVID-19 Crash
% Loss	-41.6%	-33.7%
% Gain to Breakeven	71.2%	50.9%
Time to Breakeven	231 days	140 days
Q4 2018 Fed Policy Error / Growth Scare
% Loss	-23.7%	-19.2%
% Gain to Breakeven	31.1%	23.8%
Time to Breakeven	120 days	105 days
2011 US Debt Ceiling Crisis & European Contagion
% Loss	-22.5%	-17.9%
% Gain to Breakeven	29.0%	21.8%
Time to Breakeven	114 days	123 days
2008-2009 Global Financial Crisis
% Loss	-60.5%	-53.4%
% Gain to Breakeven	153.2%	114.4%
Time to Breakeven	700 days	1085 days

Compare to GNRC, BE, FCEL, AMRC, CETY

In The Past

State Street Industrial Select Sector SPDR ETF's stock fell -15.8% during the 2025 US Tariff Shock. Such a loss loss requires a 18.8% 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.

About Capstone Energy+ (CEPL)

Business Description

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Interactive Breakdown

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Better Bets vs. Capstone Energy+ (CEPL)

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Latest Trefis Analyses

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Trade Ideas

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Recent Active Movers

Top Gainers

Ticker	Company	Mkt Cap (B)	1D Rtn	YTD Rtn
SHLS	Shoals Technologies	1.8	14.5%	26.6%
AXTI	AXT	3.1	14.1%	252.1%
ATAI	AtaiBeckley	2.0	14.1%	38.6%
SEZL	Sezzle	6.2	13.8%	187.3%
NB	NioCorp Developments	0.6	12.8%	-8.5%
CRWD	CrowdStrike	53.5	12.1%	79.8%
AAOI	Applied Optoelectronics	9.5	12.1%	259.9%
FCEL	FuelCell Energy	1.2	11.9%	192.1%
BMNR	BitMine Immersion Technologies	7.4	11.5%	-40.0%
NTSK	Netskope	5.7	11.5%	-18.6%

Top Losers

Ticker	Company	Mkt Cap (B)	1D Rtn	YTD Rtn
IBM	International Business Machines	203.7	-25.2%	-25.8%
FBYD	Falcons Beyond Global	0.5	-18.0%	-28.6%
LCID	Lucid	1.5	-16.2%	-56.3%
DNLI	Denali Therapeutics	4.2	-14.5%	37.2%
SG	Sweetgreen	0.8	-14.3%	4.9%
OI	O-I Glass	1.3	-12.0%	-42.8%
ANAB	AnaptysBio	1.8	-10.5%	28.9%
PRCT	PROCEPT BioRobotics	1.1	-9.0%	-38.6%
GSHD	Goosehead Insurance	1.2	-8.3%	-31.7%
BIIB	Biogen	28.3	-8.2%	9.1%

Top Gainers

Ticker	Company	Mkt Cap (B)	1W Rtn	YTD Rtn
TRAX	First Tracks Biotherapeutics	1.2	73.8%	84.8%
PBF	PBF Energy	7.1	25.7%	127.8%
PENG	Penguin Solutions	4.1	24.1%	297.8%
CNMD	Conmed	1.3	21.9%	2.8%
LASR	nLight	3.9	21.1%	90.6%
TXG	10x Genomics	5.9	21.0%	180.7%
PARR	Par Pacific	3.6	19.7%	109.3%
FTK	Flotek Industries	1.0	19.5%	55.4%
BZH	Beazer Homes USA	0.9	18.8%	60.7%
NTSK	Netskope	5.7	18.4%	-18.6%

Top Losers

Ticker	Company	Mkt Cap (B)	1W Rtn	YTD Rtn
FBYD	Falcons Beyond Global	0.5	-42.9%	-28.6%
FAC	Factorial Energy	0.7	-37.6%	44.2%
IONS	Ionis Pharmaceuticals	9.1	-36.4%	-30.6%
RXT	Rackspace Technology	1.1	-31.2%	378.9%
IBM	International Business Machines	203.7	-29.1%	-25.8%
AIAI	AIAI	0.7	-25.5%	-37.4%
NTLA	Intellia Therapeutics	1.6	-23.7%	47.9%
LCID	Lucid	1.5	-22.9%	-56.3%
STUB	Stubhub	3.8	-21.1%	-21.1%
TARS	Tarsus Pharmaceuticals	2.4	-20.5%	-31.5%

Top Gainers

Ticker	Company	Mkt Cap (B)	1M Rtn	YTD Rtn
CRNX	Crinetics Pharmaceuticals	8.7	149.7%	79.8%
BLZE	Backblaze	1.0	116.3%	255.2%
TRAX	First Tracks Biotherapeutics	1.2	101.8%	84.8%
RGNX	Regenxbio	0.6	95.7%	-14.7%
DFTX	Definium Therapeutics, Inc.	5.0	90.7%	240.3%
RPD	Rapid7	0.9	81.9%	-14.7%
SLS	SELLAS Life Sciences	2.3	72.8%	255.2%
MNPR	Monopar Therapeutics	0.9	68.9%	52.8%
NTSK	Netskope	5.7	63.8%	-18.6%
ZBIO	Zenas BioPharma	1.6	62.0%	-20.7%

Top Losers

Ticker	Company	Mkt Cap (B)	1M Rtn	YTD Rtn
FAC	Factorial Energy	0.7	-64.8%	44.2%
HTZ	Hertz Global	0.6	-63.5%	-64.2%
ABTC	American Bitcoin	5.5	-56.8%	-78.8%
LUNR	Intuitive Machines	1.8	-51.3%	-8.1%
HYLN	Hyliion	0.7	-45.5%	122.3%
FLY	Firefly Aerospace	3.4	-45.3%	-3.7%
RDW	Redwire	1.9	-43.0%	28.2%
SATL	Satellogic	0.6	-42.7%	130.5%
NVTS	Navitas Semiconductor	3.0	-41.1%	83.3%
AIAI	AIAI	0.7	-37.8%	-37.4%

Peer Comparisons

Peers to compare with:

Financials

	CEPL	GNRC	BE	FCEL	AMRC	CETY	Median
Name	Capstone.	Generac	Bloom En.	FuelCell.	Ameresco	Clean En.
Mkt Price	11.69	225.12	243.40	21.35	25.00	0.94	23.18
Mkt Cap	-	13.1	68.6	1.2	1.3	0.0	1.3
Rev LTM	106	4,326	2,449	168	1,981	3	1,074
Op Inc LTM	3	323	164	-116	125	-2	64
FCF LTM	-3	331	230	-130	-355	-8	-6
FCF 3Y Avg	-	466	8	-179	-469	-5	-5
CFO LTM	-3	499	298	-111	-17	-8	-5
CFO 3Y Avg	-	613	74	-130	-19	-5	-5

Growth & Margins

	CEPL	GNRC	BE	FCEL	AMRC	CETY	Median
Name	Capstone.	Generac	Bloom En.	FuelCell.	Ameresco	Clean En.
Rev Chg LTM	23.9%	-0.5%	56.5%	29.7%	8.6%	3.6%	16.2%
Rev Chg 3Y Avg	13.9%	0.3%	26.4%	11.2%	8.4%	30.4%	12.5%
Rev Chg Q	-15.0%	12.4%	130.4%	-4.9%	13.8%	47.8%	13.1%
QoQ Delta Rev Chg LTM	-3.7%	2.8%	21.0%	-1.1%	2.5%	10.1%	2.7%
Op Inc Chg LTM	160.9%	-41.7%	210.4%	16.9%	42.4%	33.2%	37.8%
Op Inc Chg 3Y Avg	68.7%	-5.5%	120.9%	1.8%	6.9%	-59.1%	4.3%
Op Mgn LTM	3.2%	7.5%	6.7%	-68.9%	6.3%	-88.6%	4.8%
Op Mgn 3Y Avg	-8.9%	10.1%	-1.6%	-120.7%	5.7%	-89.9%	-5.3%
QoQ Delta Op Mgn LTM	0.2%	0.6%	3.1%	-0.5%	-0.3%	39.7%	0.4%
CFO/Rev LTM	-2.4%	11.5%	12.2%	-66.1%	-0.8%	-315.4%	-1.6%
CFO/Rev 3Y Avg	-	14.5%	1.5%	-112.6%	-1.6%	-177.9%	-1.6%
FCF/Rev LTM	-3.2%	7.6%	9.4%	-77.2%	-17.9%	-315.4%	-10.6%
FCF/Rev 3Y Avg	-	11.0%	-2.5%	-160.2%	-28.9%	-177.9%	-28.9%

Valuation

	CEPL	GNRC	BE	FCEL	AMRC	CETY	Median
Name	Capstone.	Generac	Bloom En.	FuelCell.	Ameresco	Clean En.
Mkt Cap	-	13.1	68.6	1.2	1.3	0.0	1.3
P/S	-	3.0	28.0	6.9	0.7	2.3	3.0
P/Op Inc	-	40.7	418.0	-10.0	10.6	-2.6	10.6
P/EBIT	-	42.9	1,127.9	-5.4	10.4	-1.8	10.4
P/E	-	69.6	11,365.9	-5.2	42.0	-0.9	42.0
P/CFO	-	26.3	229.9	-10.4	-79.4	-0.7	-0.7
Total Yield	-	1.4%	0.0%	-19.2%	2.4%	-110.7%	0.0%
Dividend Yield	-	0.0%	0.0%	0.0%	0.0%	0.0%	0.0%
FCF Yield 3Y Avg	-	5.7%	-3.0%	-84.6%	-46.3%	-182.3%	-46.3%
D/E	-	0.1	0.0	0.1	1.6	0.4	0.1
Net D/E	-	0.1	0.0	-0.2	1.5	0.3	0.1

Returns

	CEPL	GNRC	BE	FCEL	AMRC	CETY	Median
Name	Capstone.	Generac	Bloom En.	FuelCell.	Ameresco	Clean En.
1M Rtn	4.8%	-14.2%	-6.5%	26.0%	-10.9%	-5.6%	-6.0%
3M Rtn	4.8%	6.3%	11.1%	192.5%	-3.1%	14.4%	8.7%
6M Rtn	4.8%	42.8%	74.1%	183.9%	-20.8%	22.5%	32.6%
12M Rtn	4.8%	51.4%	837.6%	306.7%	34.6%	-73.1%	43.0%
3Y Rtn	4.8%	57.6%	1,283.7%	-67.8%	-53.5%	-95.3%	-24.4%
1M Excs Rtn	2.8%	-14.5%	-4.2%	18.7%	-12.3%	-1.8%	-3.0%
3M Excs Rtn	-4.7%	0.2%	28.2%	203.0%	-8.8%	8.8%	4.5%
6M Excs Rtn	-3.4%	39.1%	73.3%	173.4%	-25.8%	20.5%	29.8%
12M Excs Rtn	-15.7%	29.2%	837.8%	277.1%	18.7%	-94.9%	23.9%
3Y Excs Rtn	-66.6%	-6.1%	1,286.9%	-137.3%	-117.7%	-167.1%	-92.2%

FDIC Bank Data

Bank Capital

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Bank Deposits

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Bank Assets

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Bank Loans

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FDA Approved Drugs Data

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Financials

Annual
Quarterly

$ Mil \| FY: 3/31	LTM	2026	2025	2024
Period End	3/31/2026	3/31/2026	3/31/2025	3/31/2024
Filing Date	6/25/2026	6/25/2026	6/27/2025	6/27/2025
Key Financials
Total Revenue	106	106	86	91
Gross Profit	34	34	23	14
EBITDA	11	11	1	17
Operating Income	3	3	-6	-20
Net Income	3	3	-7	7
EPS	-3.19	-3.21	-0.38	0.39
Growth Rates
Total Revenue Growth	23.9%	23.9%	-6.2%	31.0%
EBITDA Growth	1323.0%	1323.0%	-95.3%	234.1%
Operating Income Growth	160.9%	160.9%	72.6%	-14.3%
Net Income Growth	139.3%	139.3%	-197.3%	136.6%
Margins
Gross Margin	32.0%	32.0%	27.2%	15.7%
EBITDA Margin	10.6%	10.6%	0.9%	18.6%
Operating Income Margin	3.2%	3.2%	-6.5%	-22.3%
Net Income Margin	2.7%	2.7%	-8.4%	8.1%
Cash & Debt
Total Cash	28	28	9	2
Total Debt	38	38	43	45
Net Debt / (Cash)	10	10	34	43
Cash Flows & CapEx
Net Cash from Operations	-3	-3	8	-28
Total CapEx	-1	-1	-1	-5
Free Cash from Operations	-3	-3	7	-32
Returns to Shareholders
Dividends	0	-0	-0	-0
Share Repurchases	0	-0	-0	-0

$ Mil \| FY: 3/31	2026Q4	2026Q3	2026Q2	2026Q1	2025Q4	2025Q3	2025Q2	2025Q1	2024Q4	2024Q3
Period End	3/31/2026	12/31/2025	9/30/2025	6/30/2025	3/31/2025	12/31/2024	9/30/2024	6/30/2024	3/31/2024	12/31/2023
Filing Date	6/25/2026	2/12/2026	11/13/2025	8/8/2025	6/27/2025	2/14/2025	11/13/2025	8/8/2025	6/27/2025	2/14/2025
Key Financials Quarterly
Total Revenue	23	27	28	28	27	20	23	16	24	15
Ebitda	3	4	3	1	2	-1	2	-2	-3	25
Operating Income	0	2	1	-0	0	-2	0	-4	-4	-7
Net Income	2	1	1	-1	-0	-3	-0	-4	-5	24
EPS	-0.47	-1.79	-0.89	-0.04	-0.01	-0.14	-0.02	-0.21	-0.29	1.27
Key Financials TTM
Total Revenue TTM	106	110	103	98	86	83	77	74	79	74
Ebitda TTM	11	10	5	4	1	-4	22	18	17	21
Operating Income TTM	3	3	-1	-2	-6	-10	-15	-19	-19	-15
Net Income TTM	3	1	-3	-4	-7	-12	15	10	9	12
Growth Rates Quarterly
Total Revenue Growth	-15.0%	32.8%	24.9%	78.2%	11.1%	38.0%	15.9%	-24.7%	30.5%	-7.3%
EBITDA Growth	95.0%	570.9%	75.2%	164.2%	152.3%	-103.0%	181.5%	19.4%	-2993.2%	607.5%
Operating Income Growth	1021.4%	199.3%	7450.0%	95.2%	100.3%	71.8%	100.5%	-0.3%	-533.6%	-28.6%
Net Income Growth	1293.7%	143.8%	297.2%	82.3%	97.6%	-111.2%	91.9%	19.9%	-156.5%	451.9%
Margins Quarterly
EBITDA Margin	15.0%	13.2%	10.5%	4.5%	6.5%	-3.7%	7.5%	-12.4%	-13.9%	173.6%
Operating Income Margin	0.7%	7.7%	4.8%	-0.6%	0.1%	-10.2%	0.1%	-22.7%	-18.3%	-50.1%
Net Income Margin	6.5%	4.4%	2.9%	-2.5%	-0.5%	-13.4%	-1.9%	-25.2%	-21.7%	166.0%
Cash & Debt
Total Cash	28	14	7	7	9	3	-	-	2	-
Total Debt	38	33	42	42	43	44	0	0	45	0
Net Debt / (Cash)	10	18	35	35	34	40	-	-	43	-
Cash Flows Quarterly
FCF from Operations	-5	3	1	-2	5	1	-1	2	-6	-
Cash Flows TTM
FCF from Operations TTM	-3	7	6	4	8	-3	-	-	-	-
Returns to Shareholders Quarterly
Dividends	0	0	0	0	0	0	0	0	0	0
Share Repurchases	-0	0	0	0	-0	-0	-0	-0	-0	-0
Return on Invested Capital (ROIC) Quarterly
ROIC	0.1%	0.9%	0.6%	-0.1%	0.0%	-0.8%	-	-	-1.8%	-
Return on Invested Capital (ROIC) TTM
ROIC TTM	0.4%	0.3%	-0.1%	-0.2%	-0.6%	-1.0%	-	-	-1.9%	-

Segment Financials

Revenue by Segment

$ Mil	2026	2025	2024	2022	2021
Development, manufacture, sale, and rental of microturbine energy systems and their related parts	106	86	91
Accessories				1	2
C1000				9	7
C200				3	4
C30				1	2
C600				7	8
C65				10	11
C800				6	3
Parts and Service				32	31
Total	106	86	91	70	68

Net Income by Segment

$ Mil	2026	2025
Development, manufacture, sale, and rental of microturbine energy systems and their related parts	3	-7
Total	3	-7

Price Behavior

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CEPL Betas & Captures as of 6/30/2026

	1M	2M	3M	6M	1Y	3Y
Beta
Up Beta	�	�	�	�	�	�
Down Beta	�	�	�	�	�	�
Up Capture	0%	0%	0%	0%	0%	0%
Bmk +ve Days	11	24	40	67	140	429
Stock +ve Days
Down Capture	-0%	-0%	-0%	-0%	-0%	-0%
Bmk -ve Days	10	17	23	58	112	321
Stock -ve Days

[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 CEPL
CEPL	4.9%	173.2%	2.85	-
Sector ETF (XLI)	21.5%	16.7%	0.99	-20.0%
Equity (SPY)	21.7%	12.6%	1.28	5.0%
Gold (GLD)	20.5%	27.9%	0.65	51.3%
Commodities (DBC)	27.3%	18.9%	1.14	30.2%
Real Estate (VNQ)	13.0%	13.9%	0.64	-70.8%
Bitcoin (BTCUSD)	-47.0%	42.7%	-1.37	-15.2%

Smart multi-asset allocation framework can stack odds in your favor. Learn How

Based On 5-Year Data

	Annualized Return	Annualized Volatility	Sharpe Ratio	Correlation with CEPL
CEPL	1.0%	173.2%	2.85	-
Sector ETF (XLI)	13.7%	17.6%	0.61	-20.0%
Equity (SPY)	13.1%	17.1%	0.59	5.0%
Gold (GLD)	17.2%	18.4%	0.76	51.3%
Commodities (DBC)	8.6%	19.5%	0.33	30.2%
Real Estate (VNQ)	2.7%	18.9%	0.04	-70.8%
Bitcoin (BTCUSD)	12.8%	53.4%	0.42	-15.2%

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 CEPL
CEPL	0.5%	173.2%	2.85	-
Sector ETF (XLI)	14.3%	20.0%	0.63	-20.0%
Equity (SPY)	15.4%	17.9%	0.73	5.0%
Gold (GLD)	11.2%	16.1%	0.57	51.3%
Commodities (DBC)	6.3%	18.0%	0.27	30.2%
Real Estate (VNQ)	5.0%	20.7%	0.21	-70.8%
Bitcoin (BTCUSD)	57.3%	66.2%	0.97	-15.2%

Smart multi-asset allocation framework can stack odds in your favor. Learn How

Returns Analyses

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SEC Filings

Expand for More

Report Date	Filing Date	Filing
03/31/2026	06/25/2026	10-K
12/31/2025	02/12/2026	10-Q
09/30/2025	11/13/2025	10-Q
06/30/2025	08/08/2025	10-Q
03/31/2025	06/27/2025	10-K
12/31/2024	02/14/2025	10-Q
12/31/2022	02/14/2023	10-Q
09/30/2022	11/14/2022	10-Q
06/30/2022	08/11/2022	10-Q
03/31/2022	07/14/2022	10-K
12/31/2021	02/10/2022	10-Q
09/30/2021	11/10/2021	10-Q
06/30/2021	08/11/2021	10-Q
03/31/2021	06/14/2021	10-K
12/31/2020	02/09/2021	10-Q
09/30/2020	11/10/2020	10-Q

Collapse to Preview

Report Date	Filing Date	Filing
03/31/2026	06/25/2026	10-K
12/31/2025	02/12/2026	10-Q
09/30/2025	11/13/2025	10-Q
06/30/2025	08/08/2025	10-Q
03/31/2025	06/27/2025	10-K
12/31/2024	02/14/2025	10-Q
12/31/2022	02/14/2023	10-Q
09/30/2022	11/14/2022	10-Q
06/30/2022	08/11/2022	10-Q
03/31/2022	07/14/2022	10-K
12/31/2021	02/10/2022	10-Q
09/30/2021	11/10/2021	10-Q
06/30/2021	08/11/2021	10-Q
03/31/2021	06/14/2021	10-K
12/31/2020	02/09/2021	10-Q
09/30/2020	11/10/2020	10-Q
06/30/2020	08/06/2020	10-Q
03/31/2020	06/29/2020	10-K
12/31/2019	02/06/2020	10-Q
09/30/2019	11/07/2019	10-Q
06/30/2019	08/08/2019	10-Q
03/31/2019	06/11/2019	10-K
12/31/2018	02/07/2019	10-Q
09/30/2018	11/06/2018	10-Q
06/30/2018	08/07/2018	10-Q
03/31/2018	06/07/2018	10-K
12/31/2017	02/05/2018	10-Q
09/30/2017	11/02/2017	10-Q

Recent Forward Guidance

Updated 7/12/2026

Latest: Q4 2026 Earnings Reported 6/25/2026

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Insider Activity

Updated null

Expand for Morenull

Investor Activity (13F)

Updated

13F holdings as of

CEPL Trade Sentinel

Stock Conviction

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CONVICTION RATIONALE

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STOCK ARCHETYPE

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INVESTMENT THESIS

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Mechanism: null

Supporting Evidence:

PRIMARY RISK

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Mechanism: null

Supporting Evidence:

Key KPI Watchlist

KPI	Threshold	Rationale

Core Investment Debate

BULL VIEW

CORE TENSION

PREVAILING SENTIMENT

BEAR VIEW

Next 6 months: Risks and Catalysts

Timeline	Event & Metric To Watch

Key Events in Last 6 Months

Date	Event	Stock Impact

Risk Management

Position Sizing

Diversification Alternatives

How Is The Market Pricing CEPL?

What will confirm the thesis

What will damage the thesis

Noise: Real but irrelevant to thesis

Repricing Catalyst

What CEPL Makes & Who Pays

TTM figures based on

CEPL Evolution: Price Return by Era

① Structure

② Volume / Momentum

③ Catalyst

Combined Score

0 / 12

1 Price Structure & Trend · ▾

2 Momentum ▾

3 Relative Strength vs. SPY ▾

4 Institutional Footprint & Volume ▾

5 Volatility ▾

6 Key Price Levels Range · Vol ▾

7 Earnings Reaction History ▾

8 How the Verdict Is Derived Three Pillars ▾

Pillar	Score
① Structure	0
② Vol / Mom	0
③ Catalyst	0

ℹ Bull Pillars: 0 · Bear Pillars: 0 · Combined Score: 0 →

Industry Resources

Industrials Resources

IndustryWeek

Manufacturing.net

Aviation Week

Industrial Machinery & Supplies & Components Resources

Machine Design

Modern Machine Shop

Industrial Equipment News (IEN)

External Quote Links

0	Y Finance	Barrons
1	TradingView	Morningstar
2	SeekingAlpha	ValueLine
3	Motley Fool	Robinhood
4	CNBC	Etrade
5	MarketWatch	Unusual Whales
6	YCharts	Perplexity Finance
7	FinViz

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Core Cache Last Updated: 7/14/2026

Capstone Energy+ (CEPL)

Market Price (7/15/2026): $11.66 | Market Cap: $274.0 MilSector: Industrials | Industry: Industrial Machinery & Supplies & Components

Capstone Energy+ (CEPL)

Market Price (7/15/2026): $11.66Market Cap: $274.0 MilSector: IndustrialsIndustry: Industrial Machinery & Supplies & Components

Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.

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CEPL Trade Sentinel

null

CONVICTION RATIONALE

STOCK ARCHETYPE

INVESTMENT THESIS

PRIMARY RISK

BULL VIEW

CORE TENSION

PREVAILING SENTIMENT

BEAR VIEW

Position Sizing

Diversification Alternatives

Market Price (7/15/2026): $11.66
Market Cap: $274.0 Mil
Sector: Industrials
Industry: Industrial Machinery & Supplies & Components