DSS (DSS)
Market Price (3/30/2026): $0.9496 | Market Cap: $8.6 MilSector: Materials | Industry: Metal, Glass & Plastic Containers
DSS (DSS)
Market Price (3/30/2026): $0.9496Market Cap: $8.6 MilSector: MaterialsIndustry: Metal, Glass & Plastic Containers
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
| Valuation becoming less expensiveP/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is -31% | Weak multi-year price returns2Y Excs Rtn is -71%, 3Y Excs Rtn is -138% | Penny stockMkt Price is 1.0 |
| Megatrend and thematic driversMegatrends include E-commerce & Digital Retail, Health & Wellness Trends, and Crypto & Blockchain. Themes include Direct-to-Consumer Brands, Show more. | Not profitable at operating income levelOp Inc LTMOperating Income, Last Twelve Months is -16 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -73% | |
| Debt is significantNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 550% | ||
| Weak revenue growthRev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -8.6% | ||
| Not cash flow generativeCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is -49%, FCF/Rev LTMFree Cash Flow / 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 -486% | ||
| High stock price volatilityVol 12M is 101% | ||
| Key risksDSS key risks include [1] substantial going concern risk amid weak financial health, Show more. |
| Valuation becoming less expensiveP/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is -31% |
| Megatrend and thematic driversMegatrends include E-commerce & Digital Retail, Health & Wellness Trends, and Crypto & Blockchain. Themes include Direct-to-Consumer Brands, Show more. |
| Weak multi-year price returns2Y Excs Rtn is -71%, 3Y Excs Rtn is -138% |
| Penny stockMkt Price is 1.0 |
| Not profitable at operating income levelOp Inc LTMOperating Income, Last Twelve Months is -16 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -73% |
| Debt is significantNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 550% |
| Weak revenue growthRev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -8.6% |
| Not cash flow generativeCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is -49%, FCF/Rev LTMFree Cash Flow / 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 -486% |
| High stock price volatilityVol 12M is 101% |
| Key risksDSS key risks include [1] substantial going concern risk amid weak financial health, Show more. |
Qualitative Assessment
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DSS (DSS) stock has lost about 10% since 11/30/2025 because of the following key factors:
1. Significant Shareholder Dilution: DSS experienced substantial shareholder dilution over the past year, with its total shares outstanding growing by 37.4%. This increase in the number of available shares can reduce the value of existing shares, contributing to downward pressure on the stock price.
2. Persistent Unprofitability and Weak Financial Performance: The company has continued to report unprofitability, with an Earnings Per Share (EPS) of -5.67 and a negative Return on Equity (ROE) of -100.30% as of March 24, 2026. Furthermore, DSS's current earnings for the trailing twelve months ending September 30, 2025, were -$42.1 million, with a profit margin of -190.9%, and it is not projected to become profitable within the next three years.
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1. Significant Shareholder Dilution: DSS experienced substantial shareholder dilution over the past year, with its total shares outstanding growing by 37.4%. This increase in the number of available shares can reduce the value of existing shares, contributing to downward pressure on the stock price.
2. Persistent Unprofitability and Weak Financial Performance: The company has continued to report unprofitability, with an Earnings Per Share (EPS) of -5.67 and a negative Return on Equity (ROE) of -100.30% as of March 24, 2026. Furthermore, DSS's current earnings for the trailing twelve months ending September 30, 2025, were -$42.1 million, with a profit margin of -190.9%, and it is not projected to become profitable within the next three years.
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Stock Movement Drivers
Fundamental Drivers
The -11.5% change in DSS stock from 11/30/2025 to 3/29/2026 was primarily driven by a -11.5% change in the company's P/S Multiple.| (LTM values as of) | 11302025 | 3292026 | Change |
|---|---|---|---|
| Stock Price ($) | 1.09 | 0.96 | -11.5% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 22 | 22 | 0.0% |
| P/S Multiple | 0.4 | 0.4 | -11.5% |
| Shares Outstanding (Mil) | 9 | 9 | 0.0% |
| Cumulative Contribution | -11.5% |
Market Drivers
11/30/2025 to 3/29/2026| Return | Correlation | |
|---|---|---|
| DSS | -11.5% | |
| Market (SPY) | -5.3% | 12.9% |
| Sector (XLB) | 10.0% | 2.1% |
Fundamental Drivers
The -21.5% change in DSS stock from 8/31/2025 to 3/29/2026 was primarily driven by a -24.4% change in the company's P/S Multiple.| (LTM values as of) | 8312025 | 3292026 | Change |
|---|---|---|---|
| Stock Price ($) | 1.23 | 0.96 | -21.5% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 21 | 22 | 3.7% |
| P/S Multiple | 0.5 | 0.4 | -24.4% |
| Shares Outstanding (Mil) | 9 | 9 | 0.0% |
| Cumulative Contribution | -21.5% |
Market Drivers
8/31/2025 to 3/29/2026| Return | Correlation | |
|---|---|---|
| DSS | -21.5% | |
| Market (SPY) | 0.6% | 15.3% |
| Sector (XLB) | 7.1% | 10.6% |
Fundamental Drivers
The 7.2% change in DSS stock from 2/28/2025 to 3/29/2026 was primarily driven by a 29.5% change in the company's P/S Multiple.| (LTM values as of) | 2282025 | 3292026 | Change |
|---|---|---|---|
| Stock Price ($) | 0.90 | 0.96 | 7.2% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 21 | 22 | 6.5% |
| P/S Multiple | 0.3 | 0.4 | 29.5% |
| Shares Outstanding (Mil) | 7 | 9 | -22.3% |
| Cumulative Contribution | 7.2% |
Market Drivers
2/28/2025 to 3/29/2026| Return | Correlation | |
|---|---|---|
| DSS | 7.2% | |
| Market (SPY) | 9.8% | 4.8% |
| Sector (XLB) | 12.4% | 2.7% |
Fundamental Drivers
The -78.6% change in DSS stock from 2/28/2023 to 3/29/2026 was primarily driven by a -48.7% change in the company's Total Revenues ($ Mil).| (LTM values as of) | 2282023 | 3292026 | Change |
|---|---|---|---|
| Stock Price ($) | 4.50 | 0.96 | -78.6% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 43 | 22 | -48.7% |
| P/S Multiple | 0.7 | 0.4 | -43.6% |
| Shares Outstanding (Mil) | 7 | 9 | -25.8% |
| Cumulative Contribution | -78.6% |
Market Drivers
2/28/2023 to 3/29/2026| Return | Correlation | |
|---|---|---|
| DSS | -78.6% | |
| Market (SPY) | 69.4% | 2.7% |
| Sector (XLB) | 26.8% | 5.5% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| DSS Return | -89% | -76% | -27% | -63% | 3% | -2% | -99% |
| Peers Return | 13% | -0% | 14% | 28% | 9% | 2% | 81% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | -5% | 72% |
Monthly Win Rates [3] | |||||||
| DSS Win Rate | 17% | 25% | 17% | 17% | 50% | 33% | |
| Peers Win Rate | 50% | 48% | 48% | 68% | 55% | 60% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 33% | |
Max Drawdowns [4] | |||||||
| DSS Max Drawdown | -89% | -76% | -27% | -66% | -14% | -4% | |
| Peers Max Drawdown | -5% | -22% | -12% | -9% | -15% | -7% | |
| S&P 500 Max Drawdown | -1% | -25% | -1% | -2% | -15% | -5% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: IP, PKG, AMGN, GILD, BLK. See DSS Returns vs. Peers.
[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 | DSS | S&P 500 |
|---|---|---|
| 2022 Inflation Shock | ||
| % Loss | -98.2% | -25.4% |
| % Gain to Breakeven | 5387.9% | 34.1% |
| Time to Breakeven | Not Fully Recovered days | 464 days |
| 2020 Covid Pandemic | ||
| % Loss | -62.9% | -33.9% |
| % Gain to Breakeven | 169.6% | 51.3% |
| Time to Breakeven | Not Fully Recovered days | 148 days |
| 2018 Correction | ||
| % Loss | -90.1% | -19.8% |
| % Gain to Breakeven | 908.2% | 24.7% |
| Time to Breakeven | Not Fully Recovered days | 120 days |
| 2008 Global Financial Crisis | ||
| % Loss | -90.4% | -56.8% |
| % Gain to Breakeven | 946.4% | 131.3% |
| Time to Breakeven | Not Fully Recovered days | 1,480 days |
Compare to IP, PKG, AMGN, GILD, BLK
In The Past
DSS's stock fell -98.2% during the 2022 Inflation Shock from a high on 1/7/2021. A -98.2% loss requires a 5387.9% gain to breakeven.
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About DSS (DSS)
DSS, Inc. operates in the product packaging, biotechnology, direct, commercial lending, securities and investment management, alternative trading, digital transformation, secure living, and alternative energy businesses worldwide. It manufactures, markets, and sells custom folding cartons, mailers, photo sleeves, and 3-dimensional direct mail solutions; and markets and distributes nutritional and personal care products. The company also invests in or acquires companies in the biohealth and biomedical fields, including businesses that focuses on the advancement of drug discovery and prevention, inhibition, and treatment of neurological, oncological, and immune related diseases; and develops open-air defense initiatives for air-borne infectious diseases comprising tuberculosis and influenza. In addition, it focuses on acquiring equity positions in undervalued commercial banks, bank holding companies, and nonbanking licensed financial companies; and companies engaged innonbanking activities related to banking, including loan syndication services, mortgage banking, trust and escrow services, banking technology, loan servicing, equipment leasing, problem asset management, special purpose acquisition company consulting, and advisory capital raising services. Further, the company provides securities and investment management services, as well as operates a real estate investment trust for acquiring hospitals and other acute or post-acute care centers; and focuses on developing healthy living communities. Additionally, it develops and/or acquires assets and investments in the securities trading and/or funds management arena, as well as operates as a digital assets broker dealer; and offers solar farms, solar battery banks, and residential energy creation and storage services. The company was formerly known as Document Security Systems, Inc. and changed its name to DSS, Inc. in September 2021. DSS, Inc. was incorporated in 1984 and is headquartered in West Henrietta, New York.
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Like a small-scale Berkshire Hathaway, but with an even more eclectic mix of unrelated businesses, from product packaging to biotech to solar energy.
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- Product Packaging: Manufactures and sells custom folding cartons, mailers, photo sleeves, and 3D direct mail solutions.
- Nutritional and Personal Care Products: Markets and distributes nutritional and personal care products.
- Biohealth and Biomedical Investments: Invests in companies focused on drug discovery, prevention, inhibition, and treatment of neurological, oncological, and immune-related diseases.
- Air-Borne Disease Defense Initiatives: Develops open-air defense initiatives for infectious diseases like tuberculosis and influenza.
- Commercial Lending and Financial Investments: Acquires equity in commercial banks, bank holding companies, nonbanking licensed financial companies, and related non-banking activities such as loan syndication, mortgage banking, and trust services.
- Securities and Investment Management: Provides securities and investment management services and operates a real estate investment trust for healthcare facilities.
- Digital Assets Broker-Dealer: Develops and/or acquires assets and investments in securities trading and funds management, and operates as a digital assets broker-dealer.
- Alternative Energy Solutions: Offers solar farms, solar battery banks, and residential energy creation and storage services.
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Jason T. Grady, Interim CEO
Jason T. Grady was appointed Interim CEO of DSS, Inc. effective August 23, 2024. He previously served as the Chief Operating Officer of DSS, Inc. Mr. Grady brings over 25 years of extensive experience in executive leadership, business development, restructuring, and operations management across a variety of industries. Within DSS, he has held pivotal roles including CEO and Director of DSS Biohealth Holdings, President of Premier Packaging Corporation, President and COO of DSS Financial Management, and Chief Business Officer of Impact Biomedical. His leadership has been instrumental in the strategic evolution and expansion of DSS, driving growth across diverse sectors such as Consumer Goods, MedTech, Fintech, Packaging Solutions, Investment Management, and BioHealth. He has advanced go-to-market strategies, executed high-impact mergers and acquisitions, and spearheaded cutting-edge digital transformations.
Todd D. Macko, CFO
Todd D. Macko became Chief Financial Officer of DSS, Inc. in May 2023. He initially joined DSS in January 2021, serving as Secretary and Treasurer. Prior to his CFO role, Mr. Macko was the Vice President of Finance for DSS. He possesses over 25 years of experience in public and corporate fiscal management, with particular strengths in financial planning and analysis, business process re-engineering, and mergers and acquisitions. Mr. Macko holds a Bachelor of Science degree in Accounting from Rochester Institute of Technology.
Ambrose Chan Heng Fai, Executive Chairman
Ambrose Chan Heng Fai serves as the Executive Chairman and a Director of DSS, Inc. He is also referred to as Chairman in company management listings.
Tung Moe Chan, President
Tung Moe Chan holds the position of President at DSS, Inc., and also serves as a Director.
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Here are the key risks to the business of DSS, Inc.:
- Extreme Diversification and Lack of Strategic Focus: DSS, Inc.'s operations span a multitude of highly disparate and often unrelated industries, including product packaging, biotechnology, commercial lending, securities and investment management, alternative trading, secure living, and alternative energy. This extensive diversification may dilute management's focus, lead to inefficient allocation of capital and resources, increase operational complexity, and hinder the company's ability to achieve significant market share or competitive advantage in any single sector.
- High-Risk and Capital-Intensive Ventures in Highly Regulated Sectors: Many of DSS, Inc.'s business segments, such as early-stage biotechnology, acquiring undervalued commercial banks, operating as a digital assets broker-dealer, and developing alternative energy projects, are inherently high-risk, capital-intensive, and subject to extensive regulatory oversight. These ventures face significant challenges including long development cycles, high R&D costs, regulatory approval uncertainties, market volatility (especially in digital assets and financial services), credit risk, and intense competition, which could adversely impact the company's financial performance and stability.
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The increasing maturation and adoption of decentralized finance (DeFi) platforms and advanced fintech solutions pose a clear emerging threat to DSS's various financial services segments. These technologies facilitate peer-to-peer lending, automated investment management, and direct asset trading without traditional intermediaries, thereby potentially undermining the business models of commercial banks, financial companies, and broker-dealers that DSS acquires, invests in, or operates.
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DSS, Inc. operates in a diverse range of businesses, and the addressable markets for its main products and services are substantial on a global scale.
Product Packaging
- The global folding carton packaging market was estimated at USD 141.1 billion in 2024 and is projected to reach USD 182.9 billion by 2030. Other estimates place the market size at USD 185.18 billion in 2025, growing to USD 296.97 billion by 2034.
- The global direct mail advertising market was valued at approximately USD 64.8 billion in 2025 and is expected to grow to USD 74.46 billion by 2030.
Biotechnology
- The global biotechnology market was valued at USD 1.85 trillion in 2025 and is expected to grow significantly. Other estimates indicate the market was worth around USD 2153.9 billion in 2024, predicted to grow to USD 9153.8 billion by 2035.
- For airborne infectious disease prevention, the global airborne surface disinfection market was valued at USD 2.88 billion in 2024 and is projected to reach USD 5.30 billion by 2032. The global airborne pathogen detector market reached USD 1.34 billion in 2024 and is forecasted to attain USD 3.93 billion by 2033. The broader global Infection Prevention Devices market was estimated at USD 2418.5 million in 2025.
Nutritional and Personal Care Products
- The global nutritional supplements market was estimated at USD 517.09 billion in 2025 and is projected to reach USD 862.51 billion by 2033. Other projections show the global nutritional market reaching USD 731.9 billion in 2025 and USD 1,819.6 billion by 2034.
- The global beauty and personal care products market size was estimated at USD 557.24 billion in 2023 and is projected to reach USD 937.13 billion by 2030.
Commercial Lending and Financial Services
- The global commercial lending market was valued at USD 10.68 trillion in 2024 and is projected to grow to USD 25.39 trillion by 2033. Other sources estimated the market at USD 10,923.28 billion in 2025, projected to grow to USD 28,369.38 billion by 2034.
Digital Assets Broker Dealer
- The global digital asset trading platform market size was valued at USD 12.0 billion in 2023 and is expected to be worth around USD 33.5 billion by 2033.
Alternative Energy
- The global solar energy market was valued at USD 201.7 billion in 2024 and is projected to grow to USD 590.8 billion by 2033. Another estimate places the global solar energy market worth at USD 271.73 million in 2024, expected to surpass USD 1090.78 million by 2034.
- The global residential energy storage systems (ESS) market was valued at USD 8.78 billion in 2023 and is estimated to reach USD 37.65 billion by 2032. Other reports indicate the market was valued at USD 13 billion or USD 18.5 billion in 2025, projected to reach USD 68.0 billion by 2035.
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DSS, Inc. (DSS) anticipates several key drivers for its future revenue growth over the next two to three years, focusing on strategic expansion, innovation, and leveraging its diversified business segments.
One primary driver is the expansion of high-impact business lines, particularly within product packaging. The company is strategically focusing on growing promising business units such as Premier Packaging. This focus is supported by a reported 30% increase in printed product sales in Q1 2025, contributing significantly to overall revenue growth in that quarter.
Another significant driver is the continued growth in its real estate and investment management segment. DSS operates a real estate investment trust (REIT) and has seen substantial increases in rental income. In Q1 2025, rental income from its real estate segment nearly doubled, indicating a strong performance and ongoing potential in this area.
Furthermore, DSS expects revenue growth from its advancement in biomedical technologies. The company is actively leveraging its research and development (R&D) capabilities to develop cutting-edge solutions in emerging sectors like biomedical technologies. The successful spin-off of Impact BioMedical, Inc. in September 2024 is also poised to position this entity for future growth within the biomedical market.
Finally, the company's commitment to exploring untapped markets and fostering strategic partnerships is expected to drive future revenue. DSS aims to identify and invest in high-growth markets to create scalable and recurring revenue streams and is actively forging alliances with key industry players to accelerate the market introduction of innovative products and solutions.
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Share Repurchases
- DSS, Inc. did not report any share repurchases in the fiscal year ended December 31, 2024.
Share Issuance
- In February 2026, DSS, Inc. completed an underwritten public offering, selling 900,000 shares of common stock at $1.00 per share, raising approximately $1.0 million in gross proceeds for general corporate purposes and working capital. The underwriter was also granted an option to purchase an additional 135,000 shares.
- In January 2026, shareholders approved an amendment to the 2020 Employee, Director and Consultant Equity Incentive Plan, increasing the authorized shares for issuance under the plan from 674,778 to 8,000,000.
- In September 2024, DSS's subsidiary, Impact BioMedical Inc., completed its initial public offering (IPO) by pricing 1,500,000 shares at $3.00 per share, which generated substantial capital for the subsidiary.
Inbound Investments
- In January 2024, the Chairman of the Board, Heng Fai Ambrose Chan, acquired an additional 672,173 shares of DSS, Inc. in an open market transaction on December 28, 2023.
Outbound Investments
- In 2024, DSS continued its strategic investments in three broker-dealers: WestPark Capital, BMI Capital Investments, and Sentinel Brokers Company, Inc.
- DSS also became the Registered Investment Advisor ("RIA") for the DSS AmericaFirst Quantitative Funds (DSS AmericaFirst) family in 2024.
Capital Expenditures
- In Q3 2025, DSS, Inc. invested $82K in capital expenditures, which was a 10.9% decrease from the prior quarter.
- Capital expenditures of $133K consumed most of the operating cash flow in a period reported in relation to Q3 2025 financials.
Latest Trefis Analyses
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| 12122025 | AMCR | Amcor | 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 | 19.2% | 19.2% | -0.5% |
Research & Analysis
Invest in Strategies
Wealth Management
Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 173.25 |
| Mkt Cap | 81.9 |
| Rev LTM | 24,556 |
| Op Inc LTM | 4,582 |
| FCF LTM | 2,140 |
| FCF 3Y Avg | 2,362 |
| CFO LTM | 2,812 |
| CFO 3Y Avg | 3,043 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 8.6% |
| Rev Chg 3Y Avg | 5.9% |
| Rev Chg Q | 12.1% |
| QoQ Delta Rev Chg LTM | 3.1% |
| Op Mgn LTM | 19.3% |
| Op Mgn 3Y Avg | 19.5% |
| QoQ Delta Op Mgn LTM | 0.1% |
| CFO/Rev LTM | 16.8% |
| CFO/Rev 3Y Avg | 18.7% |
| FCF/Rev LTM | 11.4% |
| FCF/Rev 3Y Avg | 14.0% |
Valuation
| Median | |
|---|---|
| Name | |
| Mkt Cap | 81.9 |
| P/S | 3.6 |
| P/EBIT | 15.7 |
| P/E | 22.0 |
| P/CFO | 14.4 |
| Total Yield | 6.3% |
| Dividend Yield | 2.4% |
| FCF Yield 3Y Avg | 3.5% |
| D/E | 0.3 |
| Net D/E | 0.2 |
Returns
| Median | |
|---|---|
| Name | |
| 1M Rtn | -9.8% |
| 3M Rtn | 0.8% |
| 6M Rtn | -9.5% |
| 12M Rtn | 6.0% |
| 3Y Rtn | 55.1% |
| 1M Excs Rtn | -0.2% |
| 3M Excs Rtn | 8.3% |
| 6M Excs Rtn | -4.9% |
| 12M Excs Rtn | -6.2% |
| 3Y Excs Rtn | -1.1% |
Comparison Analyses
Segment Financials
Revenue by Segment| $ Mil | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|
| Product Packaging | 18 | 18 | 15 | 13 | |
| Securities | 5 | 7 | 1 | ||
| Direct Marketing | 2 | 22 | |||
| Commercial Lending | 0 | 1 | 0 | ||
| Biotechnology | 0 | 0 | 0 | ||
| Corporate | 0 | 0 | 0 | 0 | |
| Direct Marketing / Online Sales | 3 | 2 | |||
| Digital Group | 2 | ||||
| Premier Packaging | 13 | ||||
| Total | 26 | 47 | 20 | 15 | 16 |
| $ Mil | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|
| Product Packaging | 1 | ||||
| Direct Marketing | -2 | ||||
| Corporate | -3 | ||||
| Biotechnology | -5 | ||||
| Securities | -10 | ||||
| Commercial Lending | -31 | ||||
| Total | -51 |
Price Behavior
Price Behavior
| Market Price | $0.96 | |
| Market Cap ($ Bil) | 0.0 | |
| First Trading Date | 01/03/1997 | |
| Distance from 52W High | -44.2% | |
| 50 Days | 200 Days | |
| DMA Price | $0.97 | $1.06 |
| DMA Trend | indeterminate | down |
| Distance from DMA | -0.4% | -9.2% |
| 3M | 1YR | |
| Volatility | 105.7% | 100.6% |
| Downside Capture | 1.85 | 0.98 |
| Upside Capture | 420.31 | 111.18 |
| Correlation (SPY) | 15.5% | 3.5% |
DSS 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 | 2.64 | 2.73 | 2.13 | 1.63 | 0.28 | 0.17 |
| Up Beta | -0.18 | -0.53 | 0.36 | 0.12 | -0.51 | -0.52 |
| Down Beta | -2.18 | -1.44 | -0.93 | 0.34 | 0.06 | 0.16 |
| Up Capture | 416% | 749% | 447% | 246% | 136% | 7% |
| Bmk +ve Days | 9 | 20 | 31 | 70 | 142 | 431 |
| Stock +ve Days | 10 | 18 | 26 | 51 | 111 | 314 |
| Down Capture | 568% | 471% | 371% | 244% | 123% | 102% |
| Bmk -ve Days | 12 | 21 | 30 | 54 | 109 | 320 |
| Stock -ve Days | 11 | 23 | 34 | 65 | 128 | 406 |
[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 DSS | |
|---|---|---|---|---|
| DSS | 3.9% | 101.2% | 0.48 | - |
| Sector ETF (XLB) | 14.6% | 20.9% | 0.55 | 2.5% |
| Equity (SPY) | 14.5% | 18.9% | 0.59 | 3.3% |
| Gold (GLD) | 50.2% | 27.7% | 1.46 | 5.8% |
| Commodities (DBC) | 17.8% | 17.6% | 0.85 | -2.9% |
| Real Estate (VNQ) | 0.4% | 16.4% | -0.15 | -1.6% |
| Bitcoin (BTCUSD) | -23.7% | 44.2% | -0.49 | -0.7% |
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 DSS | |
|---|---|---|---|---|
| DSS | -59.5% | 84.5% | -0.69 | - |
| Sector ETF (XLB) | 6.7% | 18.9% | 0.25 | 12.3% |
| Equity (SPY) | 11.8% | 17.0% | 0.54 | 12.8% |
| Gold (GLD) | 20.7% | 17.7% | 0.96 | 4.5% |
| Commodities (DBC) | 11.6% | 18.9% | 0.50 | 6.8% |
| Real Estate (VNQ) | 3.0% | 18.8% | 0.07 | 12.2% |
| Bitcoin (BTCUSD) | 4.0% | 56.6% | 0.29 | 10.3% |
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 DSS | |
|---|---|---|---|---|
| DSS | -46.4% | 105.4% | -0.14 | - |
| Sector ETF (XLB) | 10.1% | 20.6% | 0.44 | 2.5% |
| Equity (SPY) | 14.0% | 17.9% | 0.67 | 2.2% |
| Gold (GLD) | 13.3% | 15.8% | 0.70 | 1.4% |
| Commodities (DBC) | 8.2% | 17.6% | 0.39 | 3.8% |
| Real Estate (VNQ) | 4.7% | 20.7% | 0.19 | 1.0% |
| Bitcoin (BTCUSD) | 66.4% | 66.8% | 1.06 | 4.4% |
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 |
| 4/1/2021 | -1.9% | -8.5% | -19.5% |
| 4/6/2020 | -3.7% | 15.6% | 44.1% |
| SUMMARY STATS | |||
| # Positive | 0 | 1 | 1 |
| # Negative | 2 | 1 | 1 |
| Median Positive | 15.6% | 44.1% | |
| Median Negative | -2.8% | -8.5% | -19.5% |
| Max Positive | 15.6% | 44.1% | |
| Max Negative | -3.7% | -8.5% | -19.5% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 09/30/2025 | 11/14/2025 | 10-Q |
| 06/30/2025 | 08/14/2025 | 10-Q |
| 03/31/2025 | 05/15/2025 | 10-Q |
| 12/31/2024 | 03/31/2025 | 10-K |
| 09/30/2024 | 11/13/2024 | 10-Q |
| 06/30/2024 | 08/13/2024 | 10-Q |
| 03/31/2024 | 05/14/2024 | 10-Q |
| 12/31/2023 | 03/27/2024 | 10-K |
| 09/30/2023 | 11/14/2023 | 10-Q |
| 06/30/2023 | 08/14/2023 | 10-Q |
| 03/31/2023 | 05/15/2023 | 10-Q |
| 12/31/2022 | 03/31/2023 | 10-K |
| 09/30/2022 | 11/14/2022 | 10-Q |
| 06/30/2022 | 09/14/2022 | 10-Q |
| 03/31/2022 | 05/16/2022 | 10-Q |
| 12/31/2021 | 03/31/2022 | 10-K |
Insider Activity
Expand for More| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Chan, Heng Fai Ambrose | Direct | Sell | 9022025 | 1.35 | 130,679 | 176,090 | 1,419,990 | Form |
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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