Energy Focus (EFOI)
Market Price (11/8/2026): $4.07 | Market Cap: $25.9 MilSector: Consumer Discretionary | Industry: Household Appliances
Energy Focus (EFOI)
Market Price (11/8/2026): $4.07Market Cap: $25.9 MilSector: Consumer DiscretionaryIndustry: Household Appliances
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
Strong revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is 54% Valuation becoming less expensiveP/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is -26% Megatrend and thematic driversMegatrends include Sustainable & Green Buildings, Smart Buildings & Proptech, and Sustainable Resource Management. Themes include Energy Efficient Building Materials, Show more. | Not profitable at operating income levelOp Inc LTMOperating Income, Last Twelve Months is -1.5 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -24% Expensive valuation multiplesP/SPrice/Sales ratio is 3.9x Not cash flow generativeCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is -26%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -26% 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 -12% High stock price volatilityVol 12M is 226% Key risksEFOI key risks include [1] severe financial instability raising "going concern" doubts from auditors and management, Show more. |
| Strong revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is 54% |
| Valuation becoming less expensiveP/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is -26% |
| Megatrend and thematic driversMegatrends include Sustainable & Green Buildings, Smart Buildings & Proptech, and Sustainable Resource Management. Themes include Energy Efficient Building Materials, Show more. |
| Not profitable at operating income levelOp Inc LTMOperating Income, Last Twelve Months is -1.5 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -24% |
| Expensive valuation multiplesP/SPrice/Sales ratio is 3.9x |
| Not cash flow generativeCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is -26%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -26% |
| 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 -12% |
| High stock price volatilityVol 12M is 226% |
| Key risksEFOI key risks include [1] severe financial instability raising "going concern" doubts from auditors and management, Show more. |
Qualitative Assessment
AI Analysis | Feedback
Energy Focus (EFOI) stock has gained about 30% since 7/31/2026 because of the following key factors:
1. Strong Fiscal Q2 2026 Earnings Outperformance.
Energy Focus significantly surpassed analyst expectations for fiscal Q2 2026, which ended June 30, 2026. The company reported an earnings per share (EPS) of -$0.14, substantially beating the consensus estimate of -$1.82. Additionally, revenue reached $3.75 million, exceeding the $3.49 million estimate and representing a robust 228% year-over-year increase. This positive financial report, released on August 11, 2026, served as a key catalyst for the stock's appreciation during the specified period.
2. Anticipated Revenue Growth from Australian Partnerships.
Investor sentiment was positively influenced by the continued outlook for a multi-fold revenue surge in Australia. This projection, initially announced on May 5, 2026, is driven by strategic partnerships and evolving energy subsidies within the region. This sustained expectation of significant future revenue growth contributed to the stock's upward trend.
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Energy Focus (EFOI) stock has gained about 30% since 7/31/2026 because of the following key factors:
1. Strong Fiscal Q2 2026 Earnings Outperformance.
Energy Focus significantly surpassed analyst expectations for fiscal Q2 2026, which ended June 30, 2026. The company reported an earnings per share (EPS) of -$0.14, substantially beating the consensus estimate of -$1.82. Additionally, revenue reached $3.75 million, exceeding the $3.49 million estimate and representing a robust 228% year-over-year increase. This positive financial report, released on August 11, 2026, served as a key catalyst for the stock's appreciation during the specified period.
2. Anticipated Revenue Growth from Australian Partnerships.
Investor sentiment was positively influenced by the continued outlook for a multi-fold revenue surge in Australia. This projection, initially announced on May 5, 2026, is driven by strategic partnerships and evolving energy subsidies within the region. This sustained expectation of significant future revenue growth contributed to the stock's upward trend.
3. Strategic Expansion into Japan's Energy Storage Market.
The company's strategic entry into Japan's energy storage market, initially announced on April 20, 2026, continued to bolster a positive long-term growth narrative. This diversification into higher-growth energy storage segments, beyond its traditional lighting business, attracted increased investor interest in Energy Focus's future potential.
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Stock Movement Drivers
Fundamental Drivers
The 32.5% change in EFOI stock from 7/31/2026 to 11/7/2026 was primarily driven by a 66.9% change in the company's Total Revenues ($ Mil).| (LTM values as of) | 7312026 | 11072026 | Change |
|---|---|---|---|
| Stock Price ($) | 3.05 | 4.04 | 32.5% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 4 | 6 | 66.9% |
| P/S Multiple | 4.9 | 3.9 | -19.7% |
| Shares Outstanding (Mil) | 6 | 6 | -1.2% |
| Cumulative Contribution | 32.5% |
Market Drivers
7/31/2026 to 11/7/2026| Return | Correlation | |
|---|---|---|
| EFOI | 32.5% | |
| Market (SPY) | -1.6% | 35.5% |
| Sector (XLY) | 1.3% | 23.9% |
Fundamental Drivers
The 12.8% change in EFOI stock from 4/30/2026 to 11/7/2026 was primarily driven by a 82.6% change in the company's Total Revenues ($ Mil).| (LTM values as of) | 4302026 | 11072026 | Change |
|---|---|---|---|
| Stock Price ($) | 3.58 | 4.04 | 12.8% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 4 | 6 | 82.6% |
| P/S Multiple | 6.0 | 3.9 | -34.3% |
| Shares Outstanding (Mil) | 6 | 6 | -5.9% |
| Cumulative Contribution | 12.8% |
Market Drivers
4/30/2026 to 11/7/2026| Return | Correlation | |
|---|---|---|
| EFOI | 12.8% | |
| Market (SPY) | 2.6% | 36.3% |
| Sector (XLY) | -0.5% | 20.7% |
Fundamental Drivers
The 48.5% change in EFOI stock from 10/31/2025 to 11/7/2026 was primarily driven by a 53.5% change in the company's Total Revenues ($ Mil).| (LTM values as of) | 10312025 | 11072026 | Change |
|---|---|---|---|
| Stock Price ($) | 2.72 | 4.04 | 48.5% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 4 | 6 | 53.5% |
| P/S Multiple | 3.5 | 3.9 | 13.8% |
| Shares Outstanding (Mil) | 5 | 6 | -15.0% |
| Cumulative Contribution | 48.5% |
Market Drivers
10/31/2025 to 11/7/2026| Return | Correlation | |
|---|---|---|
| EFOI | 48.5% | |
| Market (SPY) | 8.7% | 15.7% |
| Sector (XLY) | -1.4% | 16.7% |
Fundamental Drivers
The 167.5% change in EFOI stock from 10/31/2023 to 11/7/2026 was primarily driven by a 315.5% change in the company's P/S Multiple.| (LTM values as of) | 10312023 | 11072026 | Change |
|---|---|---|---|
| Stock Price ($) | 1.51 | 4.04 | 167.5% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 4 | 6 | 47.3% |
| P/S Multiple | 0.9 | 3.9 | 315.5% |
| Shares Outstanding (Mil) | 3 | 6 | -56.3% |
| Cumulative Contribution | 167.5% |
Market Drivers
10/31/2023 to 11/7/2026| Return | Correlation | |
|---|---|---|
| EFOI | 167.5% | |
| Market (SPY) | 81.9% | 9.7% |
| Sector (XLY) | 58.2% | 10.5% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| EFOI Return | 6% | -93% | -32% | -21% | 94% | 75% | -86% |
| Peers Return | 15% | 4% | 17% | 29% | 23% | -6% | 111% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 12% | 105% |
Monthly Win Rates [3] | |||||||
| EFOI Win Rate | 42% | 25% | 50% | 42% | 50% | 36% | |
| Peers Win Rate | 48% | 37% | 52% | 62% | 57% | 47% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 45% | |
Max Drawdowns [4] | |||||||
| EFOI Max Drawdown | -73% | -93% | -80% | -51% | -44% | -60% | |
| Peers Max Drawdown | -31% | -34% | -30% | -24% | -46% | -36% | |
| S&P 500 Max Drawdown | -5% | -25% | -10% | -8% | -19% | -9% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: AYI, HUBB, ETN, LYTS, OESX.
[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 11/6/2026 (YTD)
How Low Can It Go
| Event | EFOI | S&P 500 |
|---|---|---|
| 2025 US Tariff Shock | ||
| % Loss | -41.6% | -18.8% |
| % Gain to Breakeven | 71.3% | 23.1% |
| Time to Breakeven | 98 days | 79 days |
| 2024 Yen Carry Trade Unwind | ||
| % Loss | -10.0% | -7.8% |
| % Gain to Breakeven | 11.2% | 8.5% |
| Time to Breakeven | 1 days | 18 days |
| Summer-Fall 2023 Five Percent Yield Shock | ||
| % Loss | -45.5% | -9.5% |
| % Gain to Breakeven | 83.3% | 10.5% |
| Time to Breakeven | 104 days | 24 days |
| 2023 SVB Regional Banking Crisis | ||
| % Loss | -58.7% | -6.7% |
| % Gain to Breakeven | 141.9% | 7.1% |
| Time to Breakeven | 1025 days | 31 days |
| 2020 COVID-19 Crash | ||
| % Loss | -56.2% | -33.7% |
| % Gain to Breakeven | 128.3% | 50.9% |
| Time to Breakeven | 48 days | 140 days |
| 2014-2016 Oil Price Collapse | ||
| % Loss | -11.8% | -6.8% |
| % Gain to Breakeven | 13.3% | 7.3% |
| Time to Breakeven | 7 days | 15 days |
In The Past
Energy Focus's stock fell -41.6% during the 2025 US Tariff Shock. Such a loss loss requires a 71.3% gain to breakeven.
Preserve Wealth
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Asset Allocation
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| Event | EFOI | S&P 500 |
|---|---|---|
| 2025 US Tariff Shock | ||
| % Loss | -41.6% | -18.8% |
| % Gain to Breakeven | 71.3% | 23.1% |
| Time to Breakeven | 98 days | 79 days |
| Summer-Fall 2023 Five Percent Yield Shock | ||
| % Loss | -45.5% | -9.5% |
| % Gain to Breakeven | 83.3% | 10.5% |
| Time to Breakeven | 104 days | 24 days |
| 2023 SVB Regional Banking Crisis | ||
| % Loss | -58.7% | -6.7% |
| % Gain to Breakeven | 141.9% | 7.1% |
| Time to Breakeven | 1025 days | 31 days |
| 2020 COVID-19 Crash | ||
| % Loss | -56.2% | -33.7% |
| % Gain to Breakeven | 128.3% | 50.9% |
| Time to Breakeven | 48 days | 140 days |
| 2011 US Debt Ceiling Crisis & European Contagion | ||
| % Loss | -45.8% | -17.9% |
| % Gain to Breakeven | 84.6% | 21.8% |
| Time to Breakeven | 127 days | 123 days |
| 2008-2009 Global Financial Crisis | ||
| % Loss | -87.7% | -53.4% |
| % Gain to Breakeven | 715.9% | 114.4% |
| Time to Breakeven | 2026 days | 1085 days |
| Summer 2007 Credit Crunch | ||
| % Loss | -21.6% | -8.6% |
| % Gain to Breakeven | 27.5% | 9.5% |
| Time to Breakeven | 17 days | 47 days |
In The Past
Energy Focus's stock fell -41.6% during the 2025 US Tariff Shock. Such a loss loss requires a 71.3% 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 Energy Focus (EFOI)
Energy Focus (EFOI) is a technology company that designs, develops, manufactures, markets, and sells a range of energy-efficient lighting systems, lighting controls, and ultraviolet-C (UV-C) light disinfection products. The company focuses on providing advanced solutions to enhance efficiency and safety across various demanding environments.
A primary market for Energy Focus is the military maritime sector, where it supplies specialized LED lighting products to the United States Navy and allied foreign navies. Its offerings for this segment include military-grade Intellitube retrofit TLEDs, Invisitube ultra-low EMI TLEDs, and robust fixtures such as LED globe lights, berth lights, and high-bay fixtures designed for naval vessels.
Beyond military applications, Energy Focus also serves industrial and commercial markets with energy-efficient LED lighting solutions like RedCap emergency battery backup TLEDs, the EnFocus lighting platform for dimming and color tuning, and LED replacement fixtures for various settings. The company has also expanded its product portfolio to include nUVo tower and nUVo traveler portable UV-C air disinfectors, addressing the growing demand for air purification in commercial and industrial spaces.
AI Analysis | Feedback
Here are 1-3 brief analogies for Energy Focus (EFOI):
- A specialized Signify (formerly Philips Lighting), focusing on military-grade and demanding industrial LED systems, plus UV-C air disinfection.
- Like a focused division of Honeywell, providing advanced and rugged lighting and air purification solutions for critical commercial, industrial, and military applications.
AI Analysis | Feedback
Energy Focus (EFOI) offers the following major products:
- Military-grade Intellitube retrofit TLED: LED lighting products designed for military maritime retrofit applications.
- Invisitube ultra-low EMI TLED: Military-grade LED tube lights featuring ultra-low electromagnetic interference.
- Military-grade LED fixtures: Includes LED globe lights, berth lights, high-bay fixtures, and LED retrofit kits for naval vessels.
- RedCap emergency battery backup TLEDs: LED tube lights equipped with an integrated emergency battery backup system.
- EnFocus lighting platform: An advanced lighting platform providing dimming and color tuning functionalities.
- LED replacement fixtures: Fixtures designed to replace linear fluorescent lamps, downlights, and for retrofit in various commercial and industrial settings.
- LED dock lights: Specialized LED lighting solutions for dock areas.
- nUVo UVCD air disinfectors: Portable ultraviolet-C light products, including the nUVo tower and nUVo traveler, for air disinfection.
AI Analysis | Feedback
Major Customers of Energy Focus (EFOI)
Energy Focus (EFOI) primarily sells its products to other companies and organizations across military maritime, industrial, and commercial markets. Based on the provided description, its major customers and customer categories are:
- United States Navy: As a key customer in the military maritime market, EFOI provides military-grade LED lighting products and fixtures to the U.S. Navy. The United States Navy is a government entity and does not have a public company symbol.
- Allied Foreign Navies: Similar to the U.S. Navy, EFOI supplies its specialized military-grade LED lighting solutions to various allied foreign navies. These are government/military entities and do not have public company symbols.
- Industrial Market Companies: Energy Focus sells to various companies within the industrial sector. While specific customer company names are not provided in the description, this category includes businesses that utilize products such as LED replacement fixtures for low-bay, high-bay, and dock light applications.
- Commercial Market Companies: EFOI serves businesses in the commercial sector. The description does not list specific customer company names but indicates that this category includes entities needing LED replacement fixtures for linear fluorescent lamps, downlights, office applications, and nUVo portable UVCD air disinfectors.
AI Analysis | Feedback
AI Analysis | Feedback
Chiao Chieh (Jay) Huang, Chief Executive Officer, President, Director, and Chief Financial Officer
Mr. Huang assumed the role of CEO in August 2023. He has served as the President of Sander Electronics, Inc. since 2015, having started with the company in 1997. Mr. Huang possesses over 20 years of experience in engineering and management within the LED lighting industry and holds more than 50 electronic and lighting-related patents. In recent years, he has focused on the development of green energy-related products. He has demonstrated a strong personal commitment to Energy Focus by investing significant personal funds into the company through private stock purchases in 2025.
Kin Fu Chen, Chairman of the Board
Mr. Chen was appointed Chairman of the Board in August 2023, concurrently with Mr. Huang's transition to CEO. He contributes a wealth of experience and a deep understanding of Energy Focus' operations, values, and strategic goals to the board.
Randy Gianas, Senior Vice President
Mr. Gianas serves as the Senior Vice President of Energy Focus, Inc.
Laszlo Takacs, Chief Technology Officer
Mr. Takacs is the Chief Technology Officer at Energy Focus, Inc.
AI Analysis | Feedback
Key Risks to Energy Focus (EFOI):
- Dependence on Government and Military Spending: Energy Focus's significant focus on providing LED lighting products to the United States Navy and allied foreign navies means a substantial portion of its business is reliant on government contracts and defense budgets. Fluctuations in defense spending, changes in procurement priorities, or economic pressures on government budgets could directly and negatively impact the company's military maritime segment.
- Intense Competition and Market Dynamics in the LED Lighting Sector: The commercial and industrial LED lighting market, where Energy Focus offers various retrofit and replacement solutions, is highly competitive and mature. The presence of numerous domestic and international manufacturers can lead to pricing pressures, reduced margins, and the constant need for technological innovation to differentiate products and maintain market share.
- Variable Demand for UV-C Light Disinfection Products: The company's nUVo tower and nUVo traveler portable UV-C air disinfectors operate in a market segment that may be subject to significant shifts in demand. Factors such as evolving public health concerns, the perceived necessity of such products post-pandemic, and the introduction of alternative disinfection technologies could lead to volatile sales for this product line.
AI Analysis | Feedback
The emergence and increasing development of Far-UVC light technology poses a clear threat to Energy Focus's traditional UV-C light disinfection products, such as the nUVo tower and nUVo traveler. Far-UVC technology, typically operating at wavelengths around 222nm, is being developed to safely inactivate airborne and surface pathogens in occupied spaces, a significant advantage over conventional UV-C (around 254nm) which generally requires the absence of people or extensive shielding due to safety concerns. If Far-UVC solutions achieve widespread commercial viability and adoption, they could render traditional UV-C disinfection products less competitive or even obsolete in many applications, particularly for continuous disinfection in public and commercial environments where occupants are present.
AI Analysis | Feedback
Energy Focus (EFOI) Addressable Markets
Energy Focus, Inc. (EFOI) operates in several key markets with substantial addressable opportunities. Based on their primary product offerings, the market sizes for their main products and services are as follows:
Military Maritime LED Lighting Products
The global military lighting market, which includes the maritime sector, was valued at approximately USD 702.8 million in 2025 and is projected to reach USD 1,258.6 million by 2035, growing at a Compound Annual Growth Rate (CAGR) of 6.0%. LED lighting is anticipated to hold a significant share within this market, projected to lead the technology segment with a 64.7% share by 2035. Specifically for the marine segment, the global marine lighting market was estimated at USD 426.33 million in 2024 and is expected to increase to approximately USD 715.91 million by 2034, expanding at a CAGR of 5.32% from 2025 to 2034. LED technology dominated the marine lighting market, accounting for approximately 46% of the total market share. North America is projected to be the fastest-growing region in the marine lighting market.
Commercial and Industrial LED Lighting Products
The global industrial and commercial LED lighting market was estimated at USD 58.00 billion in 2024 and is projected to reach USD 134.51 billion by 2033, demonstrating a CAGR of 9.6% from 2025 to 2033. Another estimate indicates the market size was USD 54.3 billion in 2024 and is projected to grow to USD 160.7 billion by 2035, at a CAGR of 10.37% from 2025 to 2035. In the United States, the industrial and commercial LED lighting market was valued at USD 11.4 billion in 2024.
UV-C Light Disinfection Products (nUVo tower and nUVo traveler portable UVCD air disinfectors)
The global UV air purifier market, which includes products like the nUVo tower and nUVo traveler, was estimated at USD 1,777.6 million in 2023 and is anticipated to reach USD 3,600.3 million by 2030, growing at a CAGR of 10.7% from 2024 to 2030. Another source indicates a market size of USD 2.55 billion in 2025, projected to reach approximately USD 6.83 billion by 2035, expanding at a CAGR of 10.35% from 2026 to 2035. The portable segment held a significant share of 68% of the UV air purifier market in 2025. The broader global ultraviolet disinfection equipment market, which encompasses air disinfection among other applications, was estimated at USD 4,108.4 million in 2024 and is projected to reach USD 7,532.6 million by 2033, growing at a CAGR of 7.1% from 2025 to 2033. North America held the largest share of the global ultraviolet disinfection equipment market, accounting for 32.1% of revenue in 2024, with the U.S. leading the North American market.
AI Analysis | Feedback
Energy Focus, Inc. (EFOI) is looking to drive future revenue growth over the next 2-3 years through several key strategies:
- Growth in Military Maritime Market Sales: The company has demonstrated significant growth in its military maritime product sales, which increased by 95.4% in the second quarter of 2024 compared to the same period in 2023. This growth is attributed to its focused sales strategy and market-adjusted pricing, indicating continued potential in this specialized sector.
- Expansion of Product Portfolio with High-Efficiency GaN Power Supply Products: Energy Focus plans to expand its product portfolio to include high-efficiency GaN (gallium nitride) power supply products. This initiative aims to introduce new offerings that can contribute to future revenue streams.
- Strategic Initiatives and Market Expansion: The company is committed to driving further growth through ongoing strategic initiatives and broader market expansion efforts, in addition to focusing on its core markets.
- Improved Financial Stability and Cost Management: Although not a direct revenue driver, the company's efforts to improve its financial health, as seen in the increased gross profit margin in Q1 2025 and a significant reduction in cost of sales, enable it to sustain operations and invest in future growth opportunities. The reduction in operating expenses and elimination of high-interest debt also contribute to a more stable foundation for pursuing revenue-generating initiatives.
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Share Issuance
- In December 2021, Energy Focus executed a private placement generating approximately $4.5 million in gross proceeds through the issuance and sale of 1,278,413 shares of common stock (or pre-funded warrants) and warrants to purchase up to 1,278,413 shares.
- In June 2023, the company completed a private placement, issuing 746,875 shares of common stock and raising approximately $1.3 million in gross proceeds, primarily facilitated by purchasers associated with Sander Electronics.
- Throughout 2025, CEO Chiao Chieh (Jay) Huang participated in multiple private placements, investing approximately $900,000 by purchasing common stock, including a $500,000 private placement in August 2025 involving 264,550 shares.
Inbound Investments
- A private placement in June 2023 brought in approximately $1.3 million, with participation from purchasers linked to Sander Electronics.
- The CEO and CFO, Jay Huang, made significant insider investments in 2025, including a $500,000 purchase of 264,550 shares in August. He acquired a total of 526,559 shares for an estimated $1,100,000 in two purchases in the past six months (as of December 2025).
- In the last 24 months (up to March 2026), institutional investors collectively purchased approximately $100,400 worth of Energy Focus' stock.
Capital Expenditures
- Energy Focus' capital expenditures were -$443,000 in 2021, -$41,000 in 2022, -$69,000 in 2023, and -$19,000 in 2024.
- The company invested $49,000 in capital expenditures during the third quarter of 2025.
- The company has indicated intentions to divert its "war chest" into capital-intensive plays such as AI-powered UPS systems, energy storage, microgrid technology, and expansion into new geographies like the Gulf Cooperation Council and Central Asia.
Peer Outperformance in Household Appliances
| Industry | Names | 1Y med | 3Y med | 5Y med | Top 3 by 5Y |
|---|---|---|---|---|---|
| Education Services | 14 | -14.6% | 32.4% | 41.0% | CVSA 246% · GHC 109% · LRN 107% |
| Homebuilding | 17 | 2.8% | 29.0% | 29.7% | PHM 175% · TOL 159% · GRBK 150% |
| Automotive Retail | 17 | -4.5% | 18.3% | 11.3% | MUSA 209% · PAG 115% · ORLY 111% |
| Hotels, Resorts & Cruise Lines | 21 | 19.1% | 65.4% | 7.0% | RCL 250% · MAR 159% · HLT 147% |
| Home Improvement Retail | 5 | -4.8% | 4.3% | 5.3% | HD 6% · LOW 5% · FND -62% |
| Home Furnishings | 3 | 3.8% | 76.0% | -1.2% | SGI 50% · MHK -15% |
| Footwear | 9 | 75.5% | 83.0% | -15.7% | DECK 23% · SHOO -11% · CROX -16% |
| Restaurants | 36 | 1.5% | -3.8% | -24.2% | EAT 363% · CAKE 158% · TXRH 110% |
| Computer & Electronics Retail | 3 | 32.8% | 80.3% | -24.5% | BBY -3% · GME -53% |
| Specialized Consumer Services | 10 | -12.1% | 33.3% | -25.5% | FTDR 168% · HRB 146% · ADT 24% |
| Distributors | 4 | -6.7% | -16.6% | -26.0% | ARMK 96% · GPC 4% · POOL -56% |
| Leisure Products | 14 | -18.0% | -5.2% | -34.4% | GOLF 51% · HAS 50% · BC -14% |
| Leisure Facilities | 12 | 16.8% | 5.3% | -39.5% | OSW 160% · LTH 143% · PLNT -37% |
| Household Appliances ← | 18 | 36.3% | 16.7% | -40.3% | WHR -82% |
| Broadline Retail | 12 | -4.4% | 16.3% | -45.7% | EBAY 76% · AMZN 47% · OLLI 24% |
| Apparel Retail | 27 | -5.5% | 2.6% | -48.8% | ANF 223% · VSXY 110% · TJX 104% |
| Automotive Parts & Equipment | 37 | -13.5% | -25.6% | -48.8% | GTX 197% · PATK 64% · ALV 41% |
| Casinos & Gaming | 21 | -25.1% | -16.3% | -51.8% | RRR 22% · BYD 19% · LVS 3% |
| Apparel, Accessories & Luxury Goods | 29 | 14.6% | 20.9% | -53.7% | TPR 255% · RL 225% · KTB 59% |
| Other Specialty Retail | 25 | -5.3% | -10.5% | -57.7% | ULTA 65% · ASO 53% · ARHS 26% |
| Automobile Manufacturers | 8 | -57.1% | -43.4% | -70.5% | GM 54% · TSLA -12% · F -12% |
| Consumer Electronics | 11 | -31.6% | -31.4% | -80.5% | GRMN 122% |
Latest Trefis Analyses
| Title | Date | |
|---|---|---|
| DASHBOARDS | ||
| Energy Focus Earnings Notes | 12/16/2025 | |
| Would You Still Hold Energy Focus Stock If It Fell Another 30%? | 10/17/2025 |
| Title | |
|---|---|
| ARTICLES |
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Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 169.60 |
| Mkt Cap | 5.1 |
| Rev LTM | 2,700 |
| Op Inc LTM | 389 |
| FCF LTM | 400 |
| FCF 3Y Avg | 325 |
| CFO LTM | 442 |
| CFO 3Y Avg | 363 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 19.0% |
| Rev Chg 3Y Avg | 10.2% |
| Rev Chg Q | 26.3% |
| QoQ Delta Rev Chg LTM | 6.2% |
| Op Inc Chg LTM | 12.9% |
| Op Inc Chg 3Y Avg | 14.4% |
| Op Mgn LTM | 10.7% |
| Op Mgn 3Y Avg | 10.5% |
| QoQ Delta Op Mgn LTM | -0.2% |
| CFO/Rev LTM | 11.5% |
| CFO/Rev 3Y Avg | 11.4% |
| FCF/Rev LTM | 9.4% |
| FCF/Rev 3Y Avg | 9.4% |
Price Behavior
| Market Price | $4.04 | |
| Market Cap ($ Bil) | 0.0 | |
| First Trading Date | 12/29/2006 | |
| Distance from 52W High | -37.8% | |
| 50 Days | 200 Days | |
| DMA Price | $3.05 | $2.89 |
| DMA Trend | up | up |
| Distance from DMA | 32.3% | 39.7% |
| 3M | 1YR | |
| Volatility | 94.8% | 226.3% |
| Downside Capture | 204.00 | 228.11 |
| Upside Capture | 415.10 | 258.01 |
| Correlation (S&P 500) | 37.6% | 16.0% |
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 6.71 | 3.82 | 2.92 | 2.36 | 2.75 | 1.03 |
| Up Beta | 29.29 | 2.05 | 2.49 | 2.43 | 4.37 | 0.30 |
| Down Beta | 4.89 | 4.12 | 3.06 | 1.89 | 0.75 | 0.62 |
| Up Capture | 1390% | 698% | 434% | 317% | 486% | 412% |
| Bmk +ve Days | 12 | 18 | 28 | 62 | 130 | 427 |
| Stock +ve Days | 12 | 21 | 30 | 60 | 117 | 340 |
| Down Capture | 278% | 169% | 181% | 199% | 155% | 109% |
| Bmk -ve Days | 10 | 25 | 36 | 64 | 121 | 325 |
| Stock -ve Days | 10 | 21 | 32 | 62 | 126 | 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 EFOI | |
|---|---|---|---|---|
| EFOI | 52.7% | 226.3% | 0.75 | - |
| Sector ETF (XLY) | -1.9% | 19.8% | -0.22 | 16.8% |
| Equity (SPY) | 9.5% | 13.6% | 0.40 | 15.8% |
| Gold (GLD) | 1.6% | 28.7% | 0.05 | 6.8% |
| Commodities (DBC) | 38.4% | 21.2% | 1.42 | -14.7% |
| Real Estate (VNQ) | 11.3% | 14.2% | 0.51 | 8.6% |
| Bitcoin (BTCUSD) | -27.2% | 43.6% | -0.61 | 10.3% |
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Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with EFOI | |
|---|---|---|---|---|
| EFOI | -28.0% | 153.1% | 0.29 | - |
| Sector ETF (XLY) | 4.0% | 24.2% | 0.12 | 10.6% |
| Equity (SPY) | 11.3% | 17.3% | 0.48 | 10.3% |
| Gold (GLD) | 17.5% | 19.1% | 0.74 | 7.0% |
| Commodities (DBC) | 8.1% | 19.6% | 0.30 | 0.2% |
| Real Estate (VNQ) | 1.3% | 18.9% | -0.04 | 8.9% |
| Bitcoin (BTCUSD) | 4.0% | 51.6% | 0.26 | 5.6% |
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Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with EFOI | |
|---|---|---|---|---|
| EFOI | -29.8% | 128.8% | 0.21 | - |
| Sector ETF (XLY) | 12.8% | 22.3% | 0.52 | 13.2% |
| Equity (SPY) | 15.0% | 18.0% | 0.70 | 13.1% |
| Gold (GLD) | 11.9% | 16.5% | 0.59 | 5.8% |
| Commodities (DBC) | 7.5% | 18.1% | 0.33 | 4.8% |
| Real Estate (VNQ) | 5.9% | 20.7% | 0.24 | 10.7% |
| Bitcoin (BTCUSD) | 60.0% | 66.3% | 1.00 | 2.6% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Returns Analyses
Earnings Returns History
Updated 9/14/2026| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 8/11/2026 | -2.8% | -5.4% | -7.7% |
| 5/12/2026 | 0.7% | -5.0% | -17.7% |
| 11/12/2025 | -0.4% | -2.1% | 4.7% |
| 8/12/2025 | 3.7% | -1.6% | 26.0% |
| 5/13/2025 | -0.6% | -4.6% | 7.6% |
| 11/12/2024 | 2.0% | 2.8% | 14.5% |
| 8/12/2024 | -1.5% | 9.1% | 0.0% |
| 5/13/2024 | 21.5% | 10.3% | 6.1% |
| ... | |||
| SUMMARY STATS | |||
| # Positive | 6 | 7 | 12 |
| # Negative | 16 | 15 | 10 |
| Median Positive | 4.4% | 9.1% | 14.7% |
| Median Negative | -3.7% | -5.0% | -11.8% |
| Max Positive | 21.5% | 16.9% | 195.8% |
| Max Negative | -15.0% | -28.5% | -33.5% |
| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 8/11/2026 | -2.8% | -5.4% | -7.7% |
| 5/12/2026 | 0.7% | -5.0% | -17.7% |
| 11/12/2025 | -0.4% | -2.1% | 4.7% |
| 8/12/2025 | 3.7% | -1.6% | 26.0% |
| 5/13/2025 | -0.6% | -4.6% | 7.6% |
| 11/12/2024 | 2.0% | 2.8% | 14.5% |
| 8/12/2024 | -1.5% | 9.1% | 0.0% |
| 5/13/2024 | 21.5% | 10.3% | 6.1% |
| 3/22/2024 | -2.2% | -4.4% | -10.6% |
| 11/9/2023 | 5.0% | 2.5% | 25.8% |
| 8/10/2023 | -3.4% | -1.4% | -1.4% |
| 5/11/2023 | -2.7% | -3.6% | -16.0% |
| 3/23/2023 | -4.1% | -7.7% | -8.1% |
| 11/10/2022 | -1.1% | 6.2% | 15.0% |
| 8/11/2022 | -10.2% | -5.3% | -13.0% |
| 5/12/2022 | -6.1% | -1.4% | 195.8% |
| 3/17/2022 | -7.2% | -7.2% | -22.4% |
| 11/12/2021 | -11.0% | -15.0% | 64.3% |
| 8/12/2021 | -14.7% | -21.7% | -9.7% |
| 5/13/2021 | -7.2% | 13.3% | 42.9% |
| 3/25/2021 | 11.1% | 16.9% | 0.6% |
| 11/12/2020 | -15.0% | -28.5% | -33.5% |
| SUMMARY STATS | |||
| # Positive | 6 | 7 | 12 |
| # Negative | 16 | 15 | 10 |
| Median Positive | 4.4% | 9.1% | 14.7% |
| Median Negative | -3.7% | -5.0% | -11.8% |
| Max Positive | 21.5% | 16.9% | 195.8% |
| Max Negative | -15.0% | -28.5% | -33.5% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 06/30/2026 | 08/11/2026 | 10-Q |
| 03/31/2026 | 05/12/2026 | 10-Q |
| 12/31/2025 | 03/24/2026 | 10-K |
| 09/30/2025 | 11/12/2025 | 10-Q |
| 06/30/2025 | 08/12/2025 | 10-Q |
| 03/31/2025 | 05/13/2025 | 10-Q |
| 12/31/2024 | 03/25/2025 | 10-K |
| 09/30/2024 | 11/12/2024 | 10-Q |
| 06/30/2024 | 08/13/2024 | 10-Q |
| 03/31/2024 | 05/13/2024 | 10-Q |
| 12/31/2023 | 03/22/2024 | 10-K |
| 09/30/2023 | 11/09/2023 | 10-Q |
| 06/30/2023 | 08/10/2023 | 10-Q |
| 03/31/2023 | 05/11/2023 | 10-Q |
| 12/31/2022 | 03/23/2023 | 10-K |
| 09/30/2022 | 11/10/2022 | 10-Q |
| Report Date | Filing Date | Filing |
|---|---|---|
| 06/30/2026 | 08/11/2026 | 10-Q |
| 03/31/2026 | 05/12/2026 | 10-Q |
| 12/31/2025 | 03/24/2026 | 10-K |
| 09/30/2025 | 11/12/2025 | 10-Q |
| 06/30/2025 | 08/12/2025 | 10-Q |
| 03/31/2025 | 05/13/2025 | 10-Q |
| 12/31/2024 | 03/25/2025 | 10-K |
| 09/30/2024 | 11/12/2024 | 10-Q |
| 06/30/2024 | 08/13/2024 | 10-Q |
| 03/31/2024 | 05/13/2024 | 10-Q |
| 12/31/2023 | 03/22/2024 | 10-K |
| 09/30/2023 | 11/09/2023 | 10-Q |
| 06/30/2023 | 08/10/2023 | 10-Q |
| 03/31/2023 | 05/11/2023 | 10-Q |
| 12/31/2022 | 03/23/2023 | 10-K |
| 09/30/2022 | 11/10/2022 | 10-Q |
| 06/30/2022 | 08/11/2022 | 10-Q |
| 03/31/2022 | 05/12/2022 | 10-Q |
| 12/31/2021 | 03/17/2022 | 10-K |
| 09/30/2021 | 11/12/2021 | 10-Q |
| 06/30/2021 | 08/12/2021 | 10-Q |
| 03/31/2021 | 05/13/2021 | 10-Q |
| 12/31/2020 | 03/25/2021 | 10-K |
| 09/30/2020 | 11/12/2020 | 10-Q |
| 06/30/2020 | 08/13/2020 | 10-Q |
| 03/31/2020 | 05/13/2020 | 10-Q |
| 12/31/2019 | 03/24/2020 | 10-K |
| 09/30/2019 | 11/13/2019 | 10-Q |
Insider Activity
Updated 4/26/2026| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Huang, Chiao Chieh | Chief Executive Officer | Direct | Buy | 12312025 | 2.29 | 262,009 | 600,001 | 3,254,592 | Form |
| 2 | Huang, Chiao Chieh | Chief Executive Officer | Direct | Buy | 8192025 | 1.89 | 264,550 | 500,000 | 2,190,907 | Form |
| 3 | Huang, Chiao Chieh | Chief Executive Officer | Direct | Buy | 6232025 | 1.81 | 110,497 | 200,000 | 1,619,335 | Form |
| 4 | Huang, Chiao Chieh | Chief Executive Officer | Direct | Buy | 6232025 | 1.93 | 103,627 | 200,000 | 1,513,435 | Form |
| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Huang, Chiao Chieh | Chief Executive Officer | Direct | Buy | 12312025 | 2.29 | 262,009 | 600,001 | 3,254,592 | Form |
| 2 | Huang, Chiao Chieh | Chief Executive Officer | Direct | Buy | 8192025 | 1.89 | 264,550 | 500,000 | 2,190,907 | Form |
| 3 | Huang, Chiao Chieh | Chief Executive Officer | Direct | Buy | 6232025 | 1.81 | 110,497 | 200,000 | 1,619,335 | Form |
| 4 | Huang, Chiao Chieh | Chief Executive Officer | Direct | Buy | 6232025 | 1.93 | 103,627 | 200,000 | 1,513,435 | Form |
Industry Resources
| Consumer Discretionary Resources |
| Retail Dive |
| Business of Fashion (BoF) |
| WWD (Women's Wear Daily) |
| National Retail Federation (NRF) |
| McKinsey & Company - Consumer |
| Mintel Consumer Trends |
| Household Appliances Resources |
| Twice |
| Appliance Retailer |
| Consumer Reports - Appliances |
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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