Smart Powerr (CREG)
Market Price (3/1/2026): $1.13 | Market Cap: $4.5 MilSector: Utilities | Industry: Renewable Electricity
Smart Powerr (CREG)
Market Price (3/1/2026): $1.13Market Cap: $4.5 MilSector: UtilitiesIndustry: Renewable Electricity
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 -2790% | Weak multi-year price returns2Y Excs Rtn is -127%, 3Y Excs Rtn is -166% | 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% |
| 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% | Expensive valuation multiplesP/SPrice/Sales ratio is 27x | |
| Valuation becoming less expensiveP/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is -26% | Significant share based compensationSBC/Rev LTMShare Based Compensation / Revenue (Sales), Last Twelve Months (LTM) is 50% | |
| Attractive yieldFCF Yield is 1153% | 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 -70% | |
| Megatrend and thematic driversMegatrends include Renewable Energy Transition, Sustainable Infrastructure, and Smart Grids & Grid Modernization. Themes include Solar Energy Generation, Show more. | High stock price volatilityVol 12M is 1085% | |
| 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 -2790% |
| 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 -26% |
| Attractive yieldFCF Yield is 1153% |
| 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 -127%, 3Y Excs Rtn is -166% |
| 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 27x |
| 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 -70% |
| High stock price volatilityVol 12M is 1085% |
| Key risksCREG key risks include [1] its virtually non-existent operational revenue, Show more. |
Qualitative Assessment
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Smart Powerr (CREG) stock has lost about 5% since 11/30/2025 because of the following key factors:
1. Share Dilution Concerns from Planned Offering.
Smart Powerr filed to sell 16.36 million shares of common stock for existing holders on December 31, 2025, creating a significant potential for share dilution and subsequently pressuring the stock price downwards.
2. Persistent Weak Financial Health.
The company exhibited underlying financial fragility, as evidenced by a "Weak" Piotroski F-Score of 1 out of 9, meaning it passed only one financial strength test. Furthermore, its Q3 2025 earnings, reported as of September 30, 2025, showed a negative net income of -$300K and diluted earnings per share of $-0.08, coupled with a 611.7% quarter-over-quarter increase in shares outstanding, indicating substantial dilution.
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1. Share Dilution Concerns from Planned Offering.
Smart Powerr filed to sell 16.36 million shares of common stock for existing holders on December 31, 2025, creating a significant potential for share dilution and subsequently pressuring the stock price downwards.
2. Persistent Weak Financial Health.
The company exhibited underlying financial fragility, as evidenced by a "Weak" Piotroski F-Score of 1 out of 9, meaning it passed only one financial strength test. Furthermore, its Q3 2025 earnings, reported as of September 30, 2025, showed a negative net income of -$300K and diluted earnings per share of $-0.08, coupled with a 611.7% quarter-over-quarter increase in shares outstanding, indicating substantial dilution.
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Stock Movement Drivers
Fundamental Drivers
The -7.2% change in CREG stock from 11/30/2025 to 3/1/2026 was primarily driven by a -7.2% change in the company's P/S Multiple.| (LTM values as of) | 11302025 | 3012026 | Change |
|---|---|---|---|
| Stock Price ($) | 1.25 | 1.16 | -7.2% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 0 | 0 | 0.0% |
| P/S Multiple | 28.6 | 26.6 | -7.2% |
| Shares Outstanding (Mil) | 4 | 4 | 0.0% |
| Cumulative Contribution | -7.2% |
Market Drivers
11/30/2025 to 3/1/2026| Return | Correlation | |
|---|---|---|
| CREG | -7.2% | |
| Market (SPY) | 0.4% | 34.0% |
| Sector (XLU) | 5.3% | -9.3% |
Fundamental Drivers
The -25.2% change in CREG stock from 8/31/2025 to 3/1/2026 was primarily driven by a -42.1% change in the company's P/S Multiple.| (LTM values as of) | 8312025 | 3012026 | Change |
|---|---|---|---|
| Stock Price ($) | 1.55 | 1.16 | -25.2% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 0 | 0 | 109.6% |
| P/S Multiple | 45.9 | 26.6 | -42.1% |
| Shares Outstanding (Mil) | 2 | 4 | -38.4% |
| Cumulative Contribution | -25.2% |
Market Drivers
8/31/2025 to 3/1/2026| Return | Correlation | |
|---|---|---|
| CREG | -25.2% | |
| Market (SPY) | 6.6% | 20.8% |
| Sector (XLU) | 14.0% | 14.9% |
Fundamental Drivers
The -85.3% change in CREG stock from 2/28/2025 to 3/1/2026 was primarily driven by a null change in the company's P/S Multiple.| (LTM values as of) | 2282025 | 3012026 | Change |
|---|---|---|---|
| Stock Price ($) | 7.90 | 1.16 | -85.3% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 0 | 0 | 9.2233720368547763E17% |
| P/S Multiple | ∞ | 26.6 | |
| Shares Outstanding (Mil) | 1 | 4 | -78.1% |
| Cumulative Contribution | 0.0% |
Market Drivers
2/28/2025 to 3/1/2026| Return | Correlation | |
|---|---|---|
| CREG | -85.3% | |
| Market (SPY) | 16.5% | 0.1% |
| Sector (XLU) | 23.0% | 11.3% |
Fundamental Drivers
The -92.8% change in CREG stock from 2/28/2023 to 3/1/2026 was primarily driven by a null change in the company's P/S Multiple.| (LTM values as of) | 2282023 | 3012026 | Change |
|---|---|---|---|
| Stock Price ($) | 16.20 | 1.16 | -92.8% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 0 | 0 | 9.2233720368547763E17% |
| P/S Multiple | ∞ | 26.6 | |
| Shares Outstanding (Mil) | 1 | 4 | -81.5% |
| Cumulative Contribution | 0.0% |
Market Drivers
2/28/2023 to 3/1/2026| Return | Correlation | |
|---|---|---|
| CREG | -92.8% | |
| Market (SPY) | 79.6% | 1.0% |
| Sector (XLU) | 59.9% | 6.9% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| CREG Return | 8% | -53% | -40% | -50% | -83% | -7% | -98% |
| Peers Return | -5% | 22% | -31% | -25% | 17% | 16% | -18% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 1% | 84% |
Monthly Win Rates [3] | |||||||
| CREG Win Rate | 50% | 42% | 42% | 25% | 42% | 50% | |
| Peers Win Rate | 44% | 48% | 40% | 38% | 55% | 80% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 50% | |
Max Drawdowns [4] | |||||||
| CREG Max Drawdown | -25% | -53% | -62% | -61% | -98% | -16% | |
| Peers Max Drawdown | -22% | -31% | -49% | -36% | -42% | -8% | |
| S&P 500 Max Drawdown | -1% | -25% | -1% | -2% | -15% | -1% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: ORA, STEM, AGIG, 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 2/27/2026 (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, AGIG, 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)
Smart Powerr Corp. engages in the recycling energy business in China. The company designs, finances, constructs, installs, operates, and transfers waste energy recycling projects to mid- to large-size enterprises involved in high energy-consuming businesses. It provides waste pressure-to-energy solutions, including the Blast Furnace Top Gas Recovery Turbine Unit, a system that utilizes high pressure gas emitted from the blast furnace top to drive turbine units and generate electricity; and waste heat-to-energy solutions, such as heat power generation projects for applications in cement, steel, coking coal, and nonferrous metal industries, which collect the residual heat from various manufacturing processes. The company also offers waste gas-to-energy solutions comprising the Waste Gas Power Generation system that utilizes flammable waste gas from coal mining, petroleum exploitation, refinery processing, or other sources as a fuel source to generate electricity; and the Combined Cycle Power Plant, which employs power generating cycle to utilize the waste gas that generates electricity by burning the flammable waste gas in a gas turbine, as well as uses the waste heat from burning the gas to make steam to generate additional electricity through a steam turbine. In addition, it provides project investment, investment management, economic information consulting, technical, financial leasing, and financial leasing transactions consulting services; purchases, repairs, and disposes financial leasing assets; and sells and leases energy saving systems and equipment. The company was formerly known as China Recycling Energy Corporation and changed its name to Smart Powerr Corp. in March 2022. Smart Powerr Corp. was incorporated in 1980 and is headquartered in Xi'an, China.
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A **NextEra Energy** (a major renewable energy producer) focused on industrial distributed clean energy and waste heat recovery in China.A specialized clean energy producer like **Ormat Technologies**, but focused on industrial waste heat recovery and distributed power with a growing emphasis on smart energy storage.
A regional **Brookfield Renewable Partners** (a diversified renewable asset owner) for industrial clean energy and smart energy solutions in China.
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- Renewable Energy Power Generation Projects: Development, construction, and operation of facilities that generate electricity from various renewable sources, including waste heat, biomass, and other clean energy technologies.
- Battery Energy Storage Systems (BESS): Integrated solutions for storing electrical energy, primarily utilizing lithium-ion batteries, to enhance grid stability and optimize energy management.
- Power Conversion Systems (PCS): Key components within energy storage systems that manage the bidirectional conversion of power between direct current (DC) from batteries and alternating current (AC) for the electrical grid.
- Hydrogen Production Facilities: Engineering, procurement, and construction (EPC) services for plants designed to produce hydrogen, supporting industrial applications and the clean energy sector.
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Smart Powerr (CREG) Major Customers
Smart Powerr Corp. (CREG) primarily sells its products and services to other companies (B2B). According to its latest available annual filings (e.g., 10-K for the fiscal year ended December 31, 2022), the company did not have any single customer that individually accounted for 10% or more of its total revenue. Therefore, specific names of major customers are not disclosed.
However, based on its business segments, Smart Powerr serves the following categories of B2B customers:
- Manufacturers and Integrators of Lithium-ion Battery Products: Customers in this category include companies that integrate Smart Powerr's lithium-ion batteries into various end products. These can range from manufacturers of electric vehicles (EVs), energy storage systems (ESS), consumer electronics, industrial equipment, and other specialized applications.
- Power Grid Operators/Utility Companies: For its renewable energy projects (solar power and waste-to-energy), the primary customers are the state-owned power grid companies in China (such as State Grid Corporation of China and China Southern Power Grid). These entities purchase the electricity generated from Smart Powerr's power plants.
- Local Municipalities and Governments: Particularly for its waste-to-energy projects, Smart Powerr enters into long-term contracts with local governments and municipal authorities in China. These agreements involve receiving and processing waste, for which the municipalities pay service fees and/or enter into power purchase agreements for the generated electricity.
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Guohua Ku, Chairman & CEO
Mr. Ku has been the Chief Executive Officer of Smart Powerr Corp. (formerly known as China Recycling Energy Corporation) since December 10, 2008. He also serves as the Chairman of the Board. Mr. Ku founded the company on May 8, 1980. He previously served as President and Chief Technology Officer.
Yongjiang Shi, Principal Accounting Officer, Chief Financial Officer and Vice President
Mr. Shi holds the positions of Principal Accounting Officer, Chief Financial Officer, and Vice President at Smart Powerr Corp.
Binfeng Gu, Secretary
Ms. Gu serves as the Secretary of Smart Powerr Corp.
Bohan Zhang, Vice President of Accounting
Mr. Zhang is the Vice President of Accounting for Smart Powerr Corp.
Yan Zhan, Executive Director
Mr. Zhan is an Executive Director of Smart Powerr Corp. He is also the Chief Sales Officer of TCH Energy Technology Co., Ltd.
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The key risks to Smart Powerr (symbol: CREG) are:
- Lack of Operational Revenue and Struggling Business Model: Smart Powerr Corp. faces critical financial and operational risks primarily due to a lack of significant revenue and its reliance on a capital-intensive business model. The company's operational revenue remains minimal, with only about $174,000 for the nine months ended September 30, 2025, and essentially $0.0 for the entire 2024 fiscal year, indicating that its legacy business is effectively non-operational. This points to a struggling underlying business despite a strategic pivot to energy storage.
- Significant Shareholder Dilution: Existing shareholders have experienced substantial dilution. The number of shares outstanding ballooned by over 1,337% in one year. A private placement in November 2025 involved the issuance of 17 million new shares, with the potential for another 17 million shares from warrants, representing significant dilution for current investors.
- Nasdaq Delisting Risk: Smart Powerr Corp. received a notice from the Nasdaq Stock Market on September 24, 2024, for non-compliance with the minimum bid price requirement. The company's common stock closed below the required $1.00 per share for 37 consecutive business days. Smart Powerr has until March 24, 2025, to rectify the situation and meet Nasdaq's minimum bid price condition; otherwise, it faces a delisting notice.
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The accelerating pace of cost reduction and manufacturing scalability in green hydrogen production (electrolyzers) and hydrogen fuel cell technology by larger, better-funded global and domestic competitors poses a clear emerging threat. These competitors are leveraging substantial R&D investments, advanced manufacturing techniques, and economies of scale to rapidly drive down the cost per kilowatt and improve the efficiency of their offerings. If Smart Powerr cannot match these aggressive cost reduction curves and scale-up capabilities, its hydrogen technology and power generation equipment risk becoming uncompetitive on price and performance against more affordable and advanced solutions entering the market at scale.
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Smart Powerr (symbol: CREG) primarily operates in the waste energy recycling and energy efficiency solutions sector, focusing on industrial clients in China. Its main products and services involve recapturing wasted pressure, heat, and gas from industrial manufacturing processes to generate electricity, including waste gas-to-energy solutions.
The addressable market for Smart Powerr's main products and services can be primarily identified within the Waste-to-Energy (WtE) market in China, and more broadly, within the renewable energy market in China.
- China Waste-to-Energy Market: This market was valued at approximately USD 7.01 billion in 2024. It is projected to grow to approximately USD 16.51 billion by 2033, exhibiting a compound annual growth rate (CAGR) of 8.94% from 2025 to 2033.
- China Renewable Energy Market (broader context): This broader market generated a revenue of approximately USD 189.12 billion in 2024 and is expected to reach approximately USD 705.52 billion by 2033, with a CAGR of 16.8% from 2025 to 2033.
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Here are 3-5 expected drivers of future revenue growth for Smart Powerr (CREG) over the next 2-3 years:
- Transition to an Energy Storage Integrated Solution Provider: Smart Powerr is undergoing a significant transformation, moving towards becoming an energy storage integrated solution provider. This strategic pivot positions the company to tap into the growing market for energy storage technologies and services.
- Expansion into High-Growth Energy Storage Markets: The company is actively exploring opportunities within the energy storage sector, particularly in areas with high growth potential such as industrial complexes and large-scale photovoltaic and wind power stations. This market expansion is expected to be a key driver of new revenue streams.
- Leveraging Existing Assets for New Ventures: As part of its transformation, Smart Powerr plans to leverage its current assets to support its new focus on energy storage solutions. This approach could facilitate a more efficient entry and scaling within the new market, contributing to revenue growth.
- Demand for Energy Saving Solutions in China: Smart Powerr continues to operate through its subsidiaries in China, primarily offering energy-saving solutions and services. Ongoing demand for these solutions in energy-intensive industries such as steel, cement, nonferrous metal, coal, and petrochemical industries could contribute to revenue, especially as the company integrates these offerings with its new energy storage capabilities.
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Share Issuance
- In October 2025, Smart Powerr Corp. entered into a private placement to issue 17,000,000 units, each consisting of one share of common stock and one warrant, with expected gross proceeds of $20,060,000 for working capital and general corporate purposes.
- Effective July 17, 2025, the company completed a 1-for-10 reverse stock split, which reduced its outstanding shares from approximately 25.3 million to about 2.53 million, primarily to maintain compliance with Nasdaq's minimum bid price requirement.
Inbound Investments
- Smart Powerr Corp. received $20,060,000 in gross proceeds from a private placement of common stock and warrants from accredited investors in October 2025.
Capital Expenditures
- Capital expenditures for the last 12 months totaled approximately $784,877.
- The primary focus of these capital expenditures is on constructing and installing waste energy recycling projects and energy efficiency solutions at customer facilities in China.
Latest Trefis Analyses
| Title | Date | |
|---|---|---|
| DASHBOARDS | ||
| Is Smart Powerr Stock Built to Withstand More Downside? | 10/17/2025 |
| Title | |
|---|---|
| ARTICLES |
Trade Ideas
Select ideas related to CREG.
| Date | Ticker | Company | Category | Trade Strategy | 6M Fwd Rtn | 12M Fwd Rtn | 12M Max DD |
|---|---|---|---|---|---|---|---|
| 12122025 | CTRI | Centuri | 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 | 16.6% | 16.6% | -5.5% |
| 11212025 | PEG | Public Service Enterprise | 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 | 6.8% | 6.8% | -4.0% |
| 09262025 | PCG | PG&E | Dip Buy | DB | P/E OPMDip Buy with Low PE and High MarginBuying dips for companies with tame PE and meaningfully high operating margin | 27.5% | 27.5% | -0.8% |
| 09052025 | AES | AES | Dip Buy | DB | P/E OPMDip Buy with Low PE and High MarginBuying dips for companies with tame PE and meaningfully high operating margin | 36.9% | 36.9% | -3.2% |
Research & Analysis
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Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 24.41 |
| Mkt Cap | 2.3 |
| Rev LTM | 944 |
| Op Inc LTM | 172 |
| FCF LTM | -24 |
| FCF 3Y Avg | -5 |
| CFO LTM | 352 |
| CFO 3Y Avg | 342 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | -4.9% |
| Rev Chg 3Y Avg | 2.2% |
| Rev Chg Q | 3.7% |
| QoQ Delta Rev Chg LTM | 4.2% |
| Op Mgn LTM | 12.5% |
| Op Mgn 3Y Avg | 19.1% |
| QoQ Delta Op Mgn LTM | -0.3% |
| CFO/Rev LTM | 41.2% |
| CFO/Rev 3Y Avg | 32.2% |
| FCF/Rev LTM | -14.8% |
| FCF/Rev 3Y Avg | -13.6% |
Valuation
| Median | |
|---|---|
| Name | |
| Mkt Cap | 2.3 |
| P/S | 3.3 |
| P/EBIT | 6.2 |
| P/E | 0.9 |
| P/CFO | 6.4 |
| Total Yield | 2.6% |
| Dividend Yield | 0.0% |
| FCF Yield 3Y Avg | -277.7% |
| D/E | 1.4 |
| Net D/E | 1.2 |
Returns
| Median | |
|---|---|
| Name | |
| 1M Rtn | 2.2% |
| 3M Rtn | -1.6% |
| 6M Rtn | -6.1% |
| 12M Rtn | 33.6% |
| 3Y Rtn | -32.4% |
| 1M Excs Rtn | 2.4% |
| 3M Excs Rtn | -2.5% |
| 6M Excs Rtn | -14.1% |
| 12M Excs Rtn | 12.0% |
| 3Y Excs Rtn | -106.9% |
Price Behavior
Price Behavior
| Market Price | $1.16 | |
| Market Cap ($ Bil) | 0.0 | |
| First Trading Date | 12/22/2004 | |
| Distance from 52W High | -85.3% | |
| 50 Days | 200 Days | |
| DMA Price | $1.24 | $2.03 |
| DMA Trend | down | down |
| Distance from DMA | -6.5% | -42.9% |
| 3M | 1YR | |
| Volatility | 70.0% | 1,092.0% |
| Downside Capture | 229.62 | 168.48 |
| Upside Capture | 176.89 | -52.11 |
| Correlation (SPY) | 33.0% | 0.1% |
CREG Betas & Captures as of 2/28/2026
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
| 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 | -84.9% | 1,085.4% | 0.77 | - |
| Sector ETF (XLU) | 22.2% | 16.0% | 1.07 | 11.2% |
| Equity (SPY) | 16.5% | 19.4% | 0.66 | 0.1% |
| Gold (GLD) | 81.3% | 25.7% | 2.29 | -0.0% |
| Commodities (DBC) | 13.4% | 16.9% | 0.58 | 0.7% |
| Real Estate (VNQ) | 7.3% | 16.6% | 0.25 | 2.0% |
| Bitcoin (BTCUSD) | -22.0% | 44.9% | -0.42 | -1.3% |
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Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with CREG | |
|---|---|---|---|---|
| CREG | -59.5% | 490.2% | 0.28 | - |
| Sector ETF (XLU) | 12.9% | 17.2% | 0.59 | 5.5% |
| Equity (SPY) | 13.6% | 17.0% | 0.63 | 1.9% |
| Gold (GLD) | 23.5% | 17.1% | 1.12 | 0.7% |
| Commodities (DBC) | 10.6% | 19.0% | 0.44 | 1.0% |
| Real Estate (VNQ) | 5.1% | 18.8% | 0.18 | 2.5% |
| Bitcoin (BTCUSD) | 4.0% | 57.0% | 0.29 | 0.1% |
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Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with CREG | |
|---|---|---|---|---|
| CREG | -42.6% | 359.4% | 0.25 | - |
| Sector ETF (XLU) | 10.9% | 19.2% | 0.50 | 3.6% |
| Equity (SPY) | 15.4% | 17.9% | 0.74 | 2.8% |
| Gold (GLD) | 15.3% | 15.6% | 0.82 | 0.4% |
| Commodities (DBC) | 8.7% | 17.6% | 0.41 | 1.4% |
| Real Estate (VNQ) | 6.6% | 20.7% | 0.28 | 2.4% |
| Bitcoin (BTCUSD) | 65.8% | 66.8% | 1.05 | -0.1% |
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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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