Smart Powerr (CREG)
Market Price (3/30/2026): $0.2111 | Market Cap: $0.8 MilSector: Consumer Staples | Industry: Tobacco
Smart Powerr (CREG)
Market Price (3/30/2026): $0.2111Market Cap: $0.8 MilSector: Consumer StaplesIndustry: Tobacco
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
| Cash is significant % of market capNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is -14712% | Weak multi-year price returns2Y Excs Rtn is -120%, 3Y Excs Rtn is -160% | Penny stockMkt Price is 0.2 |
| Attractive cash flow generationCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 31101%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 30649% | Not profitable at operating income levelOp Inc LTMOperating Income, Last Twelve Months is -2.7 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -1582% | |
| Valuation becoming less expensiveP/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is -86% | Expensive valuation multiplesP/SPrice/Sales ratio is 5.0x | |
| Attractive yieldFCF Yield is 6082% | Significant share based compensationSBC/Rev LTMShare Based Compensation / Revenue (Sales), Last Twelve Months (LTM) is 50% | |
| Megatrend and thematic driversMegatrends include Renewable Energy Transition, Sustainable Infrastructure, and Smart Grids & Grid Modernization. Themes include Solar Energy Generation, Show more. | 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 -351% | |
| High stock price volatilityVol 12M is 1088% | ||
| Key risksCREG key risks include [1] its virtually non-existent operational revenue, Show more. |
| Cash is significant % of market capNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is -14712% |
| Attractive cash flow generationCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 31101%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 30649% |
| Valuation becoming less expensiveP/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is -86% |
| Attractive yieldFCF Yield is 6082% |
| Megatrend and thematic driversMegatrends include Renewable Energy Transition, Sustainable Infrastructure, and Smart Grids & Grid Modernization. Themes include Solar Energy Generation, Show more. |
| Weak multi-year price returns2Y Excs Rtn is -120%, 3Y Excs Rtn is -160% |
| Penny stockMkt Price is 0.2 |
| Not profitable at operating income levelOp Inc LTMOperating Income, Last Twelve Months is -2.7 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -1582% |
| Expensive valuation multiplesP/SPrice/Sales ratio is 5.0x |
| Significant share based compensationSBC/Rev LTMShare Based Compensation / Revenue (Sales), Last Twelve Months (LTM) is 50% |
| 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 -351% |
| High stock price volatilityVol 12M is 1088% |
| Key risksCREG key risks include [1] its virtually non-existent operational revenue, Show more. |
Qualitative Assessment
AI Analysis | Feedback
1. Persistent Financial Underperformance. Smart Powerr has continued to report significant net losses and weak earnings per share. In Q3 2025, the company announced an EPS of -$0.08. Furthermore, the company recorded a net loss of $300.37K in its latest reported quarter, and its net profit margin stood at a negative 330.7% in Q3 2025.
2. Micro-cap Status and High Volatility. As a micro-cap stock with a market capitalization of approximately $7.0 million, Smart Powerr is inherently susceptible to extreme price fluctuations and speculative trading. For example, the stock experienced a 14.61% decrease on March 20, 2026, and a 75.06% decline over the preceding 10 days, often lacking clear company-specific catalysts, which points to momentum-driven trading rather than fundamental strength. The stock also significantly underperformed the US Commercial Services industry, which returned -6.4% over the past year, and the US Market, which returned 16.5% over the same period.
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Stock Movement Drivers
Fundamental Drivers
The -82.1% change in CREG stock from 11/30/2025 to 3/29/2026 was primarily driven by a -82.1% change in the company's P/S Multiple.| (LTM values as of) | 11302025 | 3292026 | Change |
|---|---|---|---|
| Stock Price ($) | 1.25 | 0.22 | -82.1% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 0 | 0 | 0.0% |
| P/S Multiple | 28.6 | 5.1 | -82.1% |
| Shares Outstanding (Mil) | 4 | 4 | 0.0% |
| Cumulative Contribution | -82.1% |
Market Drivers
11/30/2025 to 3/29/2026| Return | Correlation | |
|---|---|---|
| CREG | -82.1% | |
| Market (SPY) | -5.3% | 21.5% |
| Sector (XLP) | 3.9% | 28.7% |
Fundamental Drivers
The -85.5% change in CREG stock from 8/31/2025 to 3/29/2026 was primarily driven by a -88.8% change in the company's P/S Multiple.| (LTM values as of) | 8312025 | 3292026 | Change |
|---|---|---|---|
| Stock Price ($) | 1.55 | 0.22 | -85.5% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 0 | 0 | 109.6% |
| P/S Multiple | 45.9 | 5.1 | -88.8% |
| Shares Outstanding (Mil) | 2 | 4 | -38.4% |
| Cumulative Contribution | -85.5% |
Market Drivers
8/31/2025 to 3/29/2026| Return | Correlation | |
|---|---|---|
| CREG | -85.5% | |
| Market (SPY) | 0.6% | 19.3% |
| Sector (XLP) | 2.8% | 16.7% |
Fundamental Drivers
The -97.2% change in CREG stock from 2/28/2025 to 3/29/2026 was primarily driven by a null change in the company's P/S Multiple.| (LTM values as of) | 2282025 | 3292026 | Change |
|---|---|---|---|
| Stock Price ($) | 7.90 | 0.22 | -97.2% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 0 | 0 | 9.2233720368547763E17% |
| P/S Multiple | ∞ | 5.1 | |
| Shares Outstanding (Mil) | 1 | 4 | -78.1% |
| Cumulative Contribution | 0.0% |
Market Drivers
2/28/2025 to 3/29/2026| Return | Correlation | |
|---|---|---|
| CREG | -97.2% | |
| Market (SPY) | 9.8% | 0.5% |
| Sector (XLP) | 1.1% | -0.8% |
Fundamental Drivers
The -98.6% change in CREG stock from 2/28/2023 to 3/29/2026 was primarily driven by a null change in the company's P/S Multiple.| (LTM values as of) | 2282023 | 3292026 | Change |
|---|---|---|---|
| Stock Price ($) | 16.20 | 0.22 | -98.6% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 0 | 0 | 9.2233720368547763E17% |
| P/S Multiple | ∞ | 5.1 | |
| Shares Outstanding (Mil) | 1 | 4 | -81.5% |
| Cumulative Contribution | 0.0% |
Market Drivers
2/28/2023 to 3/29/2026| Return | Correlation | |
|---|---|---|
| CREG | -98.6% | |
| Market (SPY) | 69.4% | 1.3% |
| Sector (XLP) | 23.1% | -0.0% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| CREG Return | 8% | -53% | -40% | -50% | -83% | -83% | -100% |
| Peers Return | -0% | -17% | -26% | -24% | 42% | -4% | -36% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | -5% | 72% |
Monthly Win Rates [3] | |||||||
| CREG Win Rate | 50% | 42% | 42% | 25% | 42% | 33% | |
| Peers Win Rate | 44% | 50% | 42% | 38% | 65% | 63% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 33% | |
Max Drawdowns [4] | |||||||
| CREG Max Drawdown | -25% | -53% | -62% | -61% | -98% | -85% | |
| Peers Max Drawdown | -23% | -34% | -48% | -34% | -30% | -12% | |
| S&P 500 Max Drawdown | -1% | -25% | -1% | -2% | -15% | -5% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: ORA, STEM, MWH, BEPC, CWEN.
[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 3/27/2026 (YTD)
How Low Can It Go
| Event | CREG | S&P 500 |
|---|---|---|
| 2022 Inflation Shock | ||
| % Loss | -92.2% | -25.4% |
| % Gain to Breakeven | 1190.0% | 34.1% |
| Time to Breakeven | Not Fully Recovered days | 464 days |
| 2020 Covid Pandemic | ||
| % Loss | -55.8% | -33.9% |
| % Gain to Breakeven | 126.2% | 51.3% |
| Time to Breakeven | 212 days | 148 days |
| 2018 Correction | ||
| % Loss | -96.7% | -19.8% |
| % Gain to Breakeven | 2931.1% | 24.7% |
| Time to Breakeven | Not Fully Recovered days | 120 days |
| 2008 Global Financial Crisis | ||
| % Loss | -92.7% | -56.8% |
| % Gain to Breakeven | 1272.7% | 131.3% |
| Time to Breakeven | 267 days | 1,480 days |
Compare to ORA, STEM, MWH, BEPC, CWEN
In The Past
Smart Powerr's stock fell -92.2% during the 2022 Inflation Shock from a high on 2/16/2021. A -92.2% loss requires a 1190.0% gain to breakeven.
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About Smart Powerr (CREG)
AI Analysis | Feedback
Here are 1-2 brief analogies for Smart Powerr (CREG):
- Smart Powerr is like a specialized Veolia or Suez, but focused exclusively on converting industrial waste heat, pressure, and gas into usable electricity for factories.
- Smart Powerr is like Waste Management (WM), but instead of collecting physical trash, it helps factories turn their industrial waste heat, pressure, and gas into electricity on-site.
AI Analysis | Feedback
- Waste Pressure-to-Energy Solutions: Utilizes high-pressure gas from industrial processes to drive turbines and generate electricity.
- Waste Heat-to-Energy Solutions: Collects residual heat from manufacturing processes to generate power for various industries.
- Waste Gas-to-Energy Solutions: Converts flammable waste gases from industrial sources into electricity, often using combined cycle power plants.
- Project Investment and Management: Provides services for investing in and managing energy recycling projects.
- Technical and Financial Leasing Services: Offers technical consulting, financial leasing, and asset management related to energy-saving systems.
- Energy Saving Systems and Equipment Sales/Leasing: Sells and leases systems and equipment designed for energy efficiency.
AI Analysis | Feedback
Smart Powerr (CREG) sells primarily to other companies.
Based on the provided background information, Smart Powerr's major customers are mid- to large-size enterprises involved in high energy-consuming businesses. While specific names of customer companies are not provided in the background text, the company focuses its services on industries that are high energy consumers. These categories of customers include:
- Enterprises in the cement industry
- Enterprises in the steel industry
- Enterprises in the coking coal industry
- Enterprises in the nonferrous metal industry
AI Analysis | Feedback
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AI Analysis | Feedback
Guohua Ku
Chairman & CEO
Guohua Ku founded Smart Powerr Corp. in 1980 and has served as the Chief Executive Officer since December 2008. Prior to becoming CEO, he served as the company's President and Chief Technology Officer.
Yongjiang Shi
VP & CFO
Yongjiang Shi serves as the Vice President and Chief Financial Officer of Smart Powerr Corp. He also holds the title of Principal Accounting Officer.
Binfeng Gu
Secretary
Binfeng Gu is the Secretary of Smart Powerr Corp.
Bohan Zhang
Vice President of Accounting
Bohan Zhang is the Vice President of Accounting at Smart Powerr Corp.
Yan Zhan
Executive Director
Yan Zhan is an Executive Director of Smart Powerr Corp. Additionally, Yan Zhan is listed as the Chief Sales Officer of TCH Energy Technology Co., Ltd.
AI Analysis | Feedback
```html- Geographical and Regulatory Concentration in China: Smart Powerr Corp. operates predominantly in China, making its business highly susceptible to the country's local regulatory, economic, and political shifts. This geographical concentration exposes the company to specific market conditions and policy changes within China.
- Financial Stability and Market Volatility: As a micro-cap stock, Smart Powerr Corp. is characterized by high market volatility and experiences sharp price movements due to low trading volumes. The company has faced concerns regarding its revenue generation timeline and commercialization readiness, and has undergone corporate actions such as reverse stock splits to maintain compliance with Nasdaq listing requirements, indicating ongoing financial pressures. Furthermore, recent capital raises through the issuance of new shares and warrants have resulted in significant shareholder dilution.
- Project Execution Risk and Competitive Landscape: The company faces inherent execution risks in its waste energy recycling projects in China, with significant delays in revenue-generating activities remaining a critical concern. Additionally, Smart Powerr Corp. operates within a competitive landscape, facing competition from larger renewable utility firms and the continuous evolution of green energy technologies.
AI Analysis | Feedback
nullAI Analysis | Feedback
Smart Powerr Corp. (CREG) operates in the recycling energy business in China, focusing on waste energy recycling projects for high energy-consuming enterprises. The addressable markets for their main products and services in China and globally are as follows:
Waste Heat-to-Energy Solutions
The global waste heat recovery system market was estimated at USD 54.88 billion in 2023 and is projected to reach USD 102.41 billion by 2030, growing at a CAGR of 9.8% from 2024 to 2030. China holds a dominant share of 43.0% in the Asia Pacific waste heat recovery system market in 2023. Another source indicates the global Waste Heat Recovery System market was valued at USD 6.62 billion in 2025 and is expected to reach USD 12.49 billion by 2033, growing at a CAGR of 8.26% from 2025 to 2033. The Waste Heat Recovery System market in Asia Pacific is expected to grow at a CAGR of over 10.8% between 2024 and 2030. China is a major market for waste heat recovery, driven by increasing construction activities, demand for cement production, and the expansion of energy-intensive industries like steel production. In China, nearly 250 million tons of waste heat are generated annually, with recovery technologies currently harnessing only 30% of this volume.
The global waste heat to power market was estimated at USD 31.3 billion in 2025 and is expected to grow to USD 77.9 billion by 2035, at a CAGR of 9% from 2026 to 2035. The Asia Pacific region was valued at USD 5.52 billion in 2024 and is projected to reach over USD 12.06 billion by 2032, with China accounting for the maximum revenue share of 36.59%.
Waste Gas-to-Energy Solutions (Combined Cycle Power Plant)
The global combined cycle power plant market is projected to grow from USD 35.0 billion in 2025 to USD 59.8 billion by 2035, registering a CAGR of 5.5% over the forecast period. Asia-Pacific holds approximately 25% of the global market share, with China leading the growth in the region at a 7.4% growth rate, fueled by expanding energy demand and efforts to improve power generation efficiency.
Overall Waste-to-Energy (WtE) Market
The China Waste to Energy Market size is estimated at USD 10.99 billion in 2026 and is expected to reach USD 19.79 billion by 2031, at a CAGR of 12.48% during the forecast period (2026-2031). Another report indicates the China Waste-to-Energy market was estimated at USD 7.01 billion in 2024 and is projected to grow at a Compound Annual Growth Rate (CAGR) of 8.94% from 2024 to 2032. China is the world's largest single market for waste-to-energy plants. In 2025, the installed capacity of waste-to-energy power generation in China will reach 35 GW. The global waste-to-energy market size was valued at USD 37.29 billion in 2025 and is projected to grow from USD 38.88 billion in 2026 to USD 51.68 billion by 2034, exhibiting a CAGR of 3.62%. Asia-Pacific dominated the waste-to-energy market with a market share of 48.24% in 2025.
Waste Pressure-to-Energy Solutions (Blast Furnace Top Gas Recovery Turbine Unit)
While specific market size figures for Blast Furnace Top Gas Recovery Turbine Units (TRT/BPRT) were not readily available as a standalone market, these systems are a component of industrial waste energy recovery. Smart Powerr Corp. provides these solutions which recover gas pressure from blast furnaces to generate electricity or drive other equipment. China has a significant presence in the manufacturing of these units. The broader industrial process energy recovery unit market, which includes TRT, is crucial for energy saving and emission reduction in industries.
AI Analysis | Feedback
Smart Powerr Corp. (CREG) is expected to experience future revenue growth over the next two to three years driven by several strategic initiatives and broader market trends in the clean energy sector:
- Strategic Pivot to Energy Storage Solutions: Smart Powerr is actively shifting its business focus from traditional waste-heat power projects towards developing and implementing energy storage solutions. This strategic transformation aims to position the company as an integrated energy storage solution provider, opening new avenues for revenue generation.
- Development of Integrated Photovoltaic, Energy Storage, Charging, and Inspection Infrastructure: The company is engaged in strategic cooperation agreements to establish an integrated industrial ecology that includes optical storage, charging, and inspection infrastructure. A notable partnership with Shidai Huazhi (Jiangsu) Energy Technology Co. is aimed at developing these integrated solutions, indicating a commitment to new, comprehensive energy projects.
- Expansion into Ultra-Fast Charging Stations and Intelligent Microgrid Systems: Smart Powerr's collaborations include plans for the development of ultra-fast charging stations and intelligent microgrid systems. These projects, which may involve forming a joint venture subsidiary, represent an expansion into advanced energy infrastructure that aligns with modern energy demands.
- Growth in the Smart Energy Market in China: As a China-based renewable utilities company, Smart Powerr is well-positioned to benefit from the significant growth projected for the global smart energy market. East Asia, particularly China, is a major driver of this market due to extensive investments in grid modernization and the integration of renewable energy, providing a favorable macro environment for the company's clean energy solutions.
AI Analysis | Feedback
Share Issuance
- In November 2025, Smart Powerr Corp. completed a private placement, issuing 17,000,000 units, each consisting of one common share and one warrant, at a price of $1.305 per unit, raising approximately $22,185,000 in gross proceeds. This transaction resulted in significant dilution for existing public shareholders.
- The number of shares outstanding for Smart Powerr was 21 million in Q3 2025, reflecting an increase of 611.7% from the previous quarter.
- On September 22, 2025, shareholders approved an amendment to increase the authorized shares of common stock from 10 million to 1 billion.
- Effective July 17, 2025, the company implemented a 1-for-10 reverse stock split to comply with Nasdaq's minimum bid price requirement, which reduced the total number of issued and outstanding shares from approximately 25.3 million to about 2.53 million.
Inbound Investments
- Smart Powerr Corp. received approximately $22,185,000 in gross proceeds from a private placement that closed on November 10, 2025, with accredited investors purchasing 17,000,000 units.
Capital Expenditures
- As of September 30, 2025, Smart Powerr Corp.'s Capital Expenditures amounted to approximately -$784,900 USD.
- In the trailing 12 months leading up to March 2026, capital expenditures were reported as -$784,877.
Latest Trefis Analyses
| Title | Date | |
|---|---|---|
| DASHBOARDS | ||
| Is Smart Powerr Stock Built to Withstand More Downside? | 10/17/2025 |
| Title | |
|---|---|
| ARTICLES |
Trade Ideas
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| 02272026 | BRBR | BellRing Brands | 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% |
| 02132026 | STZ | Constellation Brands | 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 | 5.7% | 5.7% | 0.0% |
| 02132026 | KMB | Kimberly-Clark | 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 | 1.9% | 1.9% | -1.7% |
| 02062026 | AVO | Mission Produce | 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 | 1.1% | 1.1% | -2.7% |
| 01022026 | CALM | Cal-Maine Foods | 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 | 12.0% | 12.0% | -7.7% |
Research & Analysis
Invest in Strategies
Wealth Management
Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 33.66 |
| Mkt Cap | 4.8 |
| Rev LTM | 990 |
| Op Inc LTM | 176 |
| FCF LTM | 0 |
| FCF 3Y Avg | -91 |
| CFO LTM | 335 |
| CFO 3Y Avg | 352 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 6.2% |
| Rev Chg 3Y Avg | 3.1% |
| Rev Chg Q | 7.3% |
| QoQ Delta Rev Chg LTM | 3.9% |
| Op Mgn LTM | 12.3% |
| Op Mgn 3Y Avg | 17.9% |
| QoQ Delta Op Mgn LTM | 0.2% |
| CFO/Rev LTM | 33.9% |
| CFO/Rev 3Y Avg | 30.8% |
| FCF/Rev LTM | 0.2% |
| FCF/Rev 3Y Avg | -14.5% |
Valuation
| Median | |
|---|---|
| Name | |
| Mkt Cap | 4.8 |
| P/S | 3.3 |
| P/EBIT | 0.5 |
| P/E | 0.5 |
| P/CFO | 10.8 |
| Total Yield | 2.2% |
| Dividend Yield | 0.0% |
| FCF Yield 3Y Avg | -290.8% |
| D/E | 2.2 |
| Net D/E | 1.9 |
Returns
| Median | |
|---|---|
| Name | |
| 1M Rtn | -9.2% |
| 3M Rtn | -4.4% |
| 6M Rtn | 3.9% |
| 12M Rtn | 24.5% |
| 3Y Rtn | 13.3% |
| 1M Excs Rtn | -1.0% |
| 3M Excs Rtn | 3.1% |
| 6M Excs Rtn | 8.5% |
| 12M Excs Rtn | 13.0% |
| 3Y Excs Rtn | -43.8% |
Price Behavior
| Market Price | $0.22 | |
| Market Cap ($ Bil) | 0.0 | |
| First Trading Date | 12/22/2004 | |
| Distance from 52W High | -97.1% | |
| 50 Days | 200 Days | |
| DMA Price | $1.08 | $1.45 |
| DMA Trend | down | down |
| Distance from DMA | -79.2% | -84.6% |
| 3M | 1YR | |
| Volatility | 150.7% | 1,094.5% |
| Downside Capture | 4.58 | 2.37 |
| Upside Capture | -104.39 | -82.56 |
| Correlation (SPY) | 17.9% | 0.4% |
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 2.27 | 1.57 | 2.29 | 1.73 | 0.03 | 0.43 |
| Up Beta | 2.81 | -0.18 | 0.41 | 1.69 | -0.07 | -0.20 |
| Down Beta | 1.35 | 2.11 | 4.01 | 3.93 | 7.34 | 4.56 |
| Up Capture | 260% | 115% | 188% | 16% | -23% | 10% |
| Bmk +ve Days | 9 | 20 | 31 | 70 | 142 | 431 |
| Stock +ve Days | 8 | 15 | 24 | 56 | 111 | 337 |
| Down Capture | 215% | 227% | 210% | 113% | 134% | 110% |
| Bmk -ve Days | 12 | 21 | 30 | 54 | 109 | 320 |
| Stock -ve Days | 9 | 20 | 31 | 61 | 128 | 376 |
[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 CREG | |
|---|---|---|---|---|
| CREG | -96.9% | 1,088.1% | 0.65 | - |
| Sector ETF (XLP) | 4.6% | 13.9% | 0.09 | -0.9% |
| Equity (SPY) | 14.5% | 18.9% | 0.59 | 0.4% |
| Gold (GLD) | 50.2% | 27.7% | 1.46 | 1.5% |
| Commodities (DBC) | 17.8% | 17.6% | 0.85 | 0.6% |
| Real Estate (VNQ) | 0.4% | 16.4% | -0.15 | 2.8% |
| Bitcoin (BTCUSD) | -23.7% | 44.2% | -0.49 | -0.9% |
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Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with CREG | |
|---|---|---|---|---|
| CREG | -69.4% | 491.0% | 0.23 | - |
| Sector ETF (XLP) | 6.8% | 13.2% | 0.30 | 0.2% |
| Equity (SPY) | 11.8% | 17.0% | 0.54 | 1.8% |
| Gold (GLD) | 20.7% | 17.7% | 0.96 | 1.5% |
| Commodities (DBC) | 11.6% | 18.9% | 0.50 | 1.0% |
| Real Estate (VNQ) | 3.0% | 18.8% | 0.07 | 2.6% |
| Bitcoin (BTCUSD) | 4.0% | 56.6% | 0.29 | -0.0% |
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Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with CREG | |
|---|---|---|---|---|
| CREG | -51.6% | 360.0% | 0.21 | - |
| Sector ETF (XLP) | 7.3% | 14.7% | 0.37 | 1.0% |
| Equity (SPY) | 14.0% | 17.9% | 0.67 | 3.0% |
| Gold (GLD) | 13.3% | 15.8% | 0.70 | 1.0% |
| Commodities (DBC) | 8.2% | 17.6% | 0.39 | 1.5% |
| Real Estate (VNQ) | 4.7% | 20.7% | 0.19 | 2.7% |
| Bitcoin (BTCUSD) | 66.4% | 66.8% | 1.06 | 0.1% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Returns Analyses
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 | |||
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 09/30/2025 | 11/13/2025 | 10-Q |
| 06/30/2025 | 08/14/2025 | 10-Q |
| 03/31/2025 | 05/15/2025 | 10-Q |
| 12/31/2024 | 03/28/2025 | 10-K |
| 09/30/2024 | 11/08/2024 | 10-Q |
| 06/30/2024 | 08/14/2024 | 10-Q |
| 03/31/2024 | 05/14/2024 | 10-Q |
| 12/31/2023 | 04/11/2024 | 10-K |
| 09/30/2023 | 11/13/2023 | 10-Q |
| 06/30/2023 | 08/11/2023 | 10-Q |
| 03/31/2023 | 06/21/2023 | 10-Q |
| 12/31/2022 | 05/08/2023 | 10-K |
| 09/30/2022 | 11/14/2022 | 10-Q |
| 06/30/2022 | 10/11/2022 | 10-Q |
| 03/31/2022 | 10/11/2022 | 10-Q |
| 12/31/2021 | 09/13/2022 | 10-K |
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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