EnerSyn Global (ESYN)
Market Price (10/17/2026): $1.87 | Market Cap: $14.1 MilSector: Consumer Discretionary | Industry: Restaurants
EnerSyn Global (ESYN)
Market Price (10/17/2026): $1.87Market Cap: $14.1 MilSector: Consumer DiscretionaryIndustry: Restaurants
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
Weak multi-year price returns2Y Excs Rtn is -85%, 3Y Excs Rtn is -175% | Not profitable at operating income levelOp Inc LTMOperating Income, Last Twelve Months is -3.1 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -788% Expensive valuation multiplesP/SPrice/Sales ratio is 38x Weak revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is -69%, Rev Chg QQuarterly Revenue Change % is -79% Not cash flow generativeCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is -240%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -245% Valuation getting more expensiveP/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is 125% 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 -23% High stock price volatilityVol 12M is 108% Key risksESYN key risks include [1] a severe revenue decline driven by intense competition across its diverse business segments, Show more. |
| Weak multi-year price returns2Y Excs Rtn is -85%, 3Y Excs Rtn is -175% |
| Not profitable at operating income levelOp Inc LTMOperating Income, Last Twelve Months is -3.1 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -788% |
| Expensive valuation multiplesP/SPrice/Sales ratio is 38x |
| Weak revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is -69%, Rev Chg QQuarterly Revenue Change % is -79% |
| Not cash flow generativeCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is -240%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -245% |
| Valuation getting more expensiveP/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is 125% |
| 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 -23% |
| High stock price volatilityVol 12M is 108% |
| Key risksESYN key risks include [1] a severe revenue decline driven by intense competition across its diverse business segments, Show more. |
Qualitative Assessment
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EnerSyn Global (ESYN) stock has gained about 35% since 6/30/2026 because of the following key factors:
1. Strategic Expansion into Energy Sector with Nigeria CNG Project: EnerSyn Global Inc. announced a second energy investment in Nigeria, specifically the Lagos Compressed Natural Gas (CNG) Mother Station Project, around mid-September 2026. This signaled a significant strategic shift and expansion into a new, potentially high-growth sector, driving investor optimism.
2. Planned $4 Million Natural Gas Project: Reinforcing its commitment to the energy sector, EnerSyn Global subsequently announced a planned $4 million natural gas project around late September 2026. This further investment highlighted the company's clear strategic direction and potential for future revenue streams beyond its traditional food and beverage business.
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EnerSyn Global (ESYN) stock has gained about 35% since 6/30/2026 because of the following key factors:
1. Strategic Expansion into Energy Sector with Nigeria CNG Project: EnerSyn Global Inc. announced a second energy investment in Nigeria, specifically the Lagos Compressed Natural Gas (CNG) Mother Station Project, around mid-September 2026. This signaled a significant strategic shift and expansion into a new, potentially high-growth sector, driving investor optimism.
2. Planned $4 Million Natural Gas Project: Reinforcing its commitment to the energy sector, EnerSyn Global subsequently announced a planned $4 million natural gas project around late September 2026. This further investment highlighted the company's clear strategic direction and potential for future revenue streams beyond its traditional food and beverage business.
3. Bullish Technical Momentum: The stock experienced strong technical momentum, entering a significant uptrend in September 2026. Technical analysis indicated a bullish signal around September 21, 2026, with a high probability (76% in similar past instances) of continued upward price movement within the following month, attracting further buying interest.
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Stock Movement Drivers
Fundamental Drivers
The 36.6% change in ESYN stock from 6/30/2026 to 10/16/2026 was primarily driven by a 124.8% change in the company's P/S Multiple.| (LTM values as of) | 6302026 | 10162026 | Change |
|---|---|---|---|
| Stock Price ($) | 1.42 | 1.94 | 36.6% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 1 | 0 | -38.7% |
| P/S Multiple | 16.7 | 37.5 | 124.8% |
| Shares Outstanding (Mil) | 7 | 8 | -0.8% |
| Cumulative Contribution | 36.6% |
Market Drivers
6/30/2026 to 10/16/2026| Return | Correlation | |
|---|---|---|
| ESYN | 36.6% | |
| Market (SPY) | 2.2% | 12.5% |
| Sector (XLY) | -4.1% | -14.1% |
Fundamental Drivers
The 79.6% change in ESYN stock from 3/31/2026 to 10/16/2026 was primarily driven by a 338.4% change in the company's P/S Multiple.| (LTM values as of) | 3312026 | 10162026 | Change |
|---|---|---|---|
| Stock Price ($) | 1.08 | 1.94 | 79.6% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 1 | 0 | -55.0% |
| P/S Multiple | 8.6 | 37.5 | 338.4% |
| Shares Outstanding (Mil) | 7 | 8 | -8.9% |
| Cumulative Contribution | 79.6% |
Market Drivers
3/31/2026 to 10/16/2026| Return | Correlation | |
|---|---|---|
| ESYN | 79.6% | |
| Market (SPY) | 17.7% | 9.9% |
| Sector (XLY) | 3.4% | -1.6% |
Fundamental Drivers
The -29.2% change in ESYN stock from 9/30/2025 to 10/16/2026 was primarily driven by a -68.5% change in the company's Total Revenues ($ Mil).| (LTM values as of) | 9302025 | 10162026 | Change |
|---|---|---|---|
| Stock Price ($) | 2.74 | 1.94 | -29.2% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 1 | 0 | -68.5% |
| P/S Multiple | 14.3 | 37.5 | 161.9% |
| Shares Outstanding (Mil) | 6 | 8 | -14.1% |
| Cumulative Contribution | -29.2% |
Market Drivers
9/30/2025 to 10/16/2026| Return | Correlation | |
|---|---|---|
| ESYN | -29.2% | |
| Market (SPY) | 15.5% | 15.3% |
| Sector (XLY) | -5.6% | 8.1% |
Fundamental Drivers
nullnull
Market Drivers
9/30/2023 to 10/16/2026| Return | Correlation | |
|---|---|---|
| ESYN | -96.3% | |
| Market (SPY) | 84.7% | -0.1% |
| Sector (XLY) | 42.9% | 2.3% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| ESYN Return | - | 2% | 2% | -94% | -54% | 33% | -96% |
| Peers Return | 35% | 26% | -0% | 25% | 19% | 10% | 176% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 14% | 108% |
Monthly Win Rates [3] | |||||||
| ESYN Win Rate | - | 70% | 83% | 25% | 42% | 50% | |
| Peers Win Rate | 70% | 63% | 55% | 60% | 60% | 60% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 50% | |
Max Drawdowns [4] | |||||||
| ESYN Max Drawdown | - | - | -55% | -96% | -76% | -51% | |
| Peers Max Drawdown | -25% | -24% | -25% | -17% | -18% | -25% | |
| S&P 500 Max Drawdown | -5% | -25% | -10% | -8% | -19% | -9% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: EQT, LNG, KMI, ORA, NEE.
[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 10/16/2026 (YTD)
How Low Can It Go
| Event | ESYN | S&P 500 |
|---|---|---|
| 2025 US Tariff Shock | ||
| % Loss | -40.0% | -18.8% |
| % Gain to Breakeven | 66.7% | 23.1% |
| Time to Breakeven | 37 days | 79 days |
| 2024 Yen Carry Trade Unwind | ||
| % Loss | -56.5% | -7.8% |
| % Gain to Breakeven | 129.9% | 8.5% |
| Time to Breakeven | 53 days | 18 days |
In The Past
EnerSyn Global's stock fell -40.0% during the 2025 US Tariff Shock. Such a loss loss requires a 66.7% gain to breakeven.
Preserve Wealth
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Asset Allocation
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| Event | ESYN | S&P 500 |
|---|---|---|
| 2025 US Tariff Shock | ||
| % Loss | -40.0% | -18.8% |
| % Gain to Breakeven | 66.7% | 23.1% |
| Time to Breakeven | 37 days | 79 days |
| 2024 Yen Carry Trade Unwind | ||
| % Loss | -56.5% | -7.8% |
| % Gain to Breakeven | 129.9% | 8.5% |
| Time to Breakeven | 53 days | 18 days |
In The Past
EnerSyn Global's stock fell -40.0% during the 2025 US Tariff Shock. Such a loss loss requires a 66.7% 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 EnerSyn Global (ESYN)
EnerSyn Global, trading under the symbol ESYN, operates a diverse marketplace platform focused on providing products and services aimed at improving users' health, wealth, and overall happiness. Based in Bethesda, Maryland, the company's core strategy is to consolidate a range of lifestyle-enhancing offerings into a single accessible ecosystem.
The company's offerings are structured around several key platforms. Its flagship HWH Marketplace serves as a general hub for various products and services. Beyond this, ESYN operates specialized platforms such as Hapi Café, catering to specific consumer needs, and Hapi Travel Destination, which facilitates bookings for travel, hotels, and vacation packages. Additionally, the Hapi Wealth builder program provides resources and services designed to help customers enhance their financial well-being.
ESYN primarily targets individuals seeking integrated solutions across the health, wealth, and happiness spectrum. Its multi-faceted platform appeals to a broad consumer base interested in a convenient single point of access for lifestyle services, from everyday wellness and travel planning to personal finance management. The company operates as a subsidiary of Alset International Limited, leveraging this relationship to further its market reach and capabilities.
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- HWH Marketplace: An online platform offering various products and services focused on health, wealth, and happiness.
- Hapi Café: A cafe service providing food and beverages, potentially integrated with wellness themes.
- Hapi Travel Destination platform: A booking service for travel, hotels, and vacation packages.
- Hapi Wealth builder program: A program designed to assist individuals in building wealth.
AI Analysis | Feedback
Based on the provided description for the company trading under the symbol ESYN, which is HWH International Inc., the company primarily sells to individuals rather than other businesses.
The major categories of customers that HWH International Inc. (doing business as the company referred to in your request) serves are:
- Health and Wellness Consumers: Individuals seeking products and services related to health and wellness, likely through the HWH Marketplace.
- Travelers and Tourists: Individuals looking to book travel, hotel stays, and vacation packages via the Hapi Travel Destination platform.
- Individuals Interested in Wealth Building: Customers participating in the Hapi Wealth builder program to enhance their financial well-being.
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Dr. Liu Ming Xing, Chief Executive Officer
Dr. Liu Ming Xing was appointed Chief Executive Officer of EnerSyn Global Inc. (formerly HWH International Inc.) effective September 1, 2026. He has served as a director at China Gas since 2014, where he also holds roles as chief economist, chairman of the strategic development committee, and executive director. He is the brother of Liu Ming Hui, the Executive Chairman of EnerSyn Global Inc.
Mr. Rongguo Wei CPA, Chief Financial Officer
Mr. Rongguo Wei serves as the Chief Financial Officer of EnerSyn Global Inc.
Mr. Liu Ming Hui, Executive Chairman
Mr. Liu Ming Hui was appointed Executive Chairman of EnerSyn Global Inc. (formerly HWH International Inc.) effective September 1, 2026. He is the founder, President, and Chairman of China Gas Holdings Limited, a position he has held since 2002. Under his leadership, China Gas Holdings expanded from a single provincial gas concession into China's largest cross-regional integrated city-gas and clean-energy group, which now operates over 660 concessions and serves more than 200 million residents with gas. At its peak, China Gas Holdings' market capitalization exceeded HKD 130 billion (approximately USD 17 billion), with net profit reaching approximately HKD 11.7 billion (approximately USD 1.5 billion). Mr. Liu currently also serves as Chairman of China Gas's Executive Committee and Nomination Committee, and as Vice Chairman of its Sustainability Committee. He is the owner of Smart Dynamics Technology Limited, the majority stockholder of EnerSyn Global Inc.
Mr. Sheng Hon Lim, Chief Operating Officer
Mr. Sheng Hon Lim was appointed Chief Operating Officer of EnerSyn Global Inc. (formerly HWH International Inc.) on February 8, 2024. He possesses over seven years of experience in business development, mergers and acquisitions, corporate restructuring, and strategic planning and execution. Mr. Lim has also served as a director of Alset Inc.
Mr. Kan Fai Lum, Chief Technology Officer
Mr. Kan Fai Lum is the Chief Technology Officer of EnerSyn Global Inc.
AI Analysis | Feedback
- Intense Competition and Market Saturation across Diverse Segments: EnerSyn Global operates in highly competitive markets, including e-commerce marketplaces for various products and services, the food and beverage industry with its Hapi Cafés, and the travel sector through its Hapi Travel Destination platform. The necessity to compete against numerous established players in these diverse and saturated markets presents significant challenges in customer acquisition, retention, and pricing power. This intense competition is underscored by the company's financial performance, with reported revenue decreasing by 79.32% in the quarter ending June 30, 2026, and by 68.52% in the last twelve months. This substantial decline indicates a struggle to effectively compete and generate consistent revenue.
- Operational Complexity and Execution Risk: The company manages a multifaceted business model that includes an online marketplace, brick-and-mortar cafés in Singapore and South Korea, a travel booking platform, and a "Hapi Wealth builder program." This wide range of distinct business lines, coupled with operations spanning multiple geographies (Bethesda, Maryland, Singapore, and South Korea), introduces significant operational complexity. Effectively managing and integrating such diverse operations requires substantial resources, expertise, and robust infrastructure. Failure to execute efficiently across these varied segments could lead to inefficiencies, increased operating costs, and an inability to deliver a cohesive customer experience, further impacting financial results.
- Regulatory and Compliance Risks for Health and Wealth Programs: EnerSyn Global's offerings, particularly its "Hapi Wealth builder program" and the "health" related products and services within its marketplace, inherently expose the company to various regulatory and compliance risks. Depending on the specific nature of these services, the company could be subject to regulations governing financial advice, consumer protection, and health claims in multiple jurisdictions. Non-compliance with these evolving regulations could result in legal challenges, financial penalties, and significant damage to the company's reputation and operational capabilities.
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Clear Emerging Threats for EnerSyn Global (ESYN), based on the provided description of HWH International Inc.:
- Dominance of Specialized and Integrated "Super-App" Competitors: The marketplace, travel, and wealth-building sectors are increasingly characterized by either highly specialized platforms offering deep expertise and superior user experience in a single vertical (e.g., dedicated health-tech apps, advanced robo-advisors, leading Online Travel Agencies) or the emergence of "super-apps" from tech giants that seamlessly integrate a wide array of services. EnerSyn Global, operating across multiple categories, faces the threat of being outcompeted by these players who can leverage greater resources, advanced technology, and network effects to provide more compelling value, convenience, or specialization to consumers.
- Erosion of Trust and Increased Regulatory Burden on Data & Content: As a platform dealing with sensitive areas like health, wealth, and travel, EnerSyn Global is susceptible to escalating public scrutiny and evolving regulations concerning data privacy, security breaches, and the veracity of product/service claims. The increasing sophistication of cyber threats and the global trend towards stricter data protection laws (e.g., GDPR, CCPA, and new regulations constantly emerging) could significantly increase compliance costs, expose the company to legal liabilities, and lead to a critical loss of customer trust and engagement if not proactively managed.
- Rapid Advancement of AI-Driven Personalization by Competitors: Competitors, particularly larger technology companies, are heavily investing in artificial intelligence and machine learning to offer hyper-personalized product recommendations, travel itineraries, and financial guidance. If EnerSyn Global's marketplace, travel, and wealth-builder programs cannot match or exceed this level of AI-driven, bespoke user experience, it risks being perceived as less relevant or less effective by consumers who increasingly expect tailored content and services, leading to customer churn.
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EnerSyn Global (ESYN) operates a variety of platforms and services, formerly under the name HWH International Inc. The addressable markets for its main products and services are outlined below:
- HWH Marketplace: This business-to-consumer platform offers diverse product categories for health, wealth, and happiness. The global marketplace industry, which encompasses such platforms, accounted for over 83% of worldwide eCommerce Gross Merchandise Value (GMV) in 2025, with its share expected to increase further in 2026.
- Hapi Café: EnerSyn Global operates cafés in Singapore and South Korea. The global coffee shop market is expected to be valued at approximately USD 81.08 billion in 2026 and is forecasted to reach USD 128.7 billion by 2035, growing at a compound annual growth rate (CAGR) of 5.3% between 2026 and 2035.
- Hapi Travel Destination Platform: This platform focuses on booking travel, hotel, and vacation packages. The global online travel agencies (OTAs) market was valued at USD 663.7 billion in 2025 and is projected to grow to USD 718.9 billion in 2026, reaching USD 1,316.8 billion by 2033.
- Hapi Wealth Builder Program: An educational program centered on wealth-building strategies. The global financial literacy education market was valued at USD 12.8 billion in 2025 and is projected to reach USD 28.6 billion by 2034, expanding at a CAGR of 9.3% from 2026 to 2034. North America held the largest share of this market, representing 38.2% of total revenue in 2025.
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EnerSyn Global (ESYN), formerly HWH International Inc., is expected to drive future revenue growth over the next 2-3 years through several strategic initiatives focused on its marketplace platform, food and beverage operations, and educational programs.
Here are 3-5 expected drivers of future revenue growth for EnerSyn Global:
- Expansion and Increased Customer Engagement in the Hapi Café Segment: EnerSyn Global operates Hapi Café, a health-focused dining destination, in Singapore and South Korea. Future revenue growth is anticipated from the potential expansion of these physical locations, increasing the customer base, and enhancing customer spend in existing cafes within current markets, or by venturing into new geographical regions.
- Successful Development, Launch, and User Adoption of Hapi Marketplace: The company is actively developing Hapi Marketplace, a business-to-consumer platform offering diverse product categories. The successful launch and subsequent widespread adoption of this platform are expected to create a significant new revenue stream through transaction fees, subscriptions, or other e-commerce models.
- Growth and Enrollment in the Hapi Wealth Builder Program: EnerSyn Global is also developing the Hapi Wealth Builder, an educational program centered on wealth-building strategies. As this program is developed and marketed, increased enrollment and participation are projected to contribute to revenue growth through course fees, workshops, and coaching sessions.
- Integration and Monetization of AI-Driven Systems and Technology Diversification: The company has been diversifying its technology portfolio and unveiling new AI-driven systems. The successful integration and monetization of these advanced technologies across its various platforms could enhance service offerings, improve operational efficiency, and attract a broader customer base, thereby driving future revenue growth.
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Peer Outperformance in Restaurants
null| Industry | Names | 1Y med | 3Y med | 5Y med | Top 3 by 5Y |
|---|---|---|---|---|---|
| Education Services | 14 | -18.3% | 78.7% | 87.5% | CVSA 248% · PRDO 232% · LRN 140% |
| Homebuilding | 18 | -7.8% | 31.8% | 44.6% | GRBK 187% · PHM 146% · TOL 140% |
| Specialty Stores | 7 | 12.5% | 39.3% | 17.2% | ASO 51% · DKS 36% · FIVE 17% |
| Hotels, Resorts & Cruise Lines | 21 | 11.3% | 40.4% | 11.2% | RCL 233% · MAR 153% · HLT 142% |
| Home Furnishings | 3 | -5.3% | 45.2% | 1.7% | SGI 50% · MHK -35% |
| Home Improvement Retail | 5 | -17.8% | 5.8% | -0.8% | HD 0% · LOW -1% · FND -63% |
| Automotive Retail | 17 | -14.7% | 6.1% | -8.2% | MUSA 239% · PAG 132% · ORLY 113% |
| Footwear | 9 | 72.7% | 44.4% | -10.2% | DECK 44% · SHOO 19% · CROX -10% |
| Specialized Consumer Services | 10 | -13.6% | 22.1% | -12.1% | HRB 132% · FTDR 85% · SCI 42% |
| Distributors | 4 | -9.2% | -25.1% | -16.0% | ARMK 123% · GPC 22% · LKQ -54% |
| Restaurants ← | 36 | -5.8% | -7.5% | -18.4% | EAT 329% · CAKE 200% · TXRH 107% |
| Household Appliances | 17 | -4.2% | 20.4% | -36.6% | |
| Apparel Retail | 26 | 4.6% | 5.1% | -37.5% | ANF 291% · TJX 146% · ROST 130% |
| Leisure Facilities | 12 | 9.7% | -8.3% | -41.2% | LTH 139% · OSW 119% · PLNT -37% |
| Computer & Electronics Retail | 3 | 16.8% | 50.9% | -41.5% | BBY 3% · GME -41% |
| Leisure Products | 14 | -17.9% | -19.6% | -44.3% | GOLF 80% · HAS 31% · MAT -13% |
| Automotive Parts & Equipment | 39 | -13.1% | -19.5% | -47.1% | MOD 1130% · GTX 253% · BWA 51% |
| Apparel, Accessories & Luxury Goods | 29 | 0.2% | 12.1% | -47.4% | RL 258% · TPR 248% · KTB 77% |
| Broadline Retail | 13 | 9.6% | 28.0% | -48.3% | EBAY 75% · AMZN 47% · OLLI 41% |
| Casinos & Gaming | 20 | -12.3% | -27.5% | -50.5% | MCRI 87% · BYD 11% · RRR 9% |
| Automobile Manufacturers | 8 | -74.5% | -54.7% | -77.1% | GM 51% · TSLA 26% · F 8% |
| Other Specialty Retail | 17 | -35.1% | -36.3% | -77.3% | ULTA 46% · TSCO -8% · BBWI -65% |
| Consumer Electronics | 11 | -31.6% | -34.4% | -78.5% | GRMN 102% · SONO -45% |
Research & Analysis
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Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 67.00 |
| Mkt Cap | 47.2 |
| Rev LTM | 13,719 |
| Op Inc LTM | 4,635 |
| FCF LTM | 2,920 |
| FCF 3Y Avg | 2,900 |
| CFO LTM | 6,192 |
| CFO 3Y Avg | 5,670 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 15.0% |
| Rev Chg 3Y Avg | 2.3% |
| Rev Chg Q | 10.7% |
| QoQ Delta Rev Chg LTM | 2.3% |
| Op Inc Chg LTM | 12.2% |
| Op Inc Chg 3Y Avg | 7.2% |
| Op Mgn LTM | 28.7% |
| Op Mgn 3Y Avg | 28.3% |
| QoQ Delta Op Mgn LTM | 0.2% |
| CFO/Rev LTM | 32.5% |
| CFO/Rev 3Y Avg | 37.9% |
| FCF/Rev LTM | 11.8% |
| FCF/Rev 3Y Avg | 15.8% |
Price Behavior
| Market Price | $1.94 | |
| Market Cap ($ Bil) | 0.0 | |
| First Trading Date | 03/24/2022 | |
| Distance from 52W High | -27.6% | |
| 50 Days | 200 Days | |
| DMA Price | $2.03 | $1.51 |
| DMA Trend | up | up |
| Distance from DMA | -4.6% | 28.5% |
| 3M | 1YR | |
| Volatility | 101.8% | 108.2% |
| Downside Capture | 111.01 | 236.77 |
| Upside Capture | 344.29 | 159.77 |
| Correlation (S&P 500) | 9.3% | 14.6% |
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 4.29 | 2.25 | 0.98 | 0.64 | 1.25 | -0.03 |
| Up Beta | 12.28 | 1.28 | 1.95 | 1.58 | 1.95 | 0.15 |
| Down Beta | -2.99 | -6.89 | -6.13 | -3.03 | -1.24 | -0.05 |
| Up Capture | 608% | 610% | 387% | 244% | 250% | -5% |
| Bmk +ve Days | 6 | 16 | 27 | 66 | 132 | 424 |
| Stock +ve Days | 12 | 24 | 35 | 60 | 108 | 294 |
| Down Capture | 136% | 100% | 65% | 53% | 159% | 95% |
| Bmk -ve Days | 16 | 26 | 37 | 60 | 120 | 328 |
| Stock -ve Days | 9 | 15 | 26 | 53 | 123 | 387 |
[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 ESYN | |
|---|---|---|---|---|
| ESYN | -25.8% | 108.2% | 0.22 | - |
| Sector ETF (XLY) | -3.6% | 19.2% | -0.32 | 7.4% |
| Equity (SPY) | 15.8% | 12.7% | 0.86 | 14.5% |
| Gold (GLD) | -1.4% | 29.4% | -0.05 | 2.4% |
| Commodities (DBC) | 50.4% | 20.7% | 1.86 | 0.8% |
| Real Estate (VNQ) | 4.8% | 13.7% | 0.09 | 3.1% |
| Bitcoin (BTCUSD) | -25.9% | 43.6% | -0.57 | 17.4% |
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Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with ESYN | |
|---|---|---|---|---|
| ESYN | -40.1% | 194.0% | 0.28 | - |
| Sector ETF (XLY) | 5.1% | 24.1% | 0.17 | 2.5% |
| Equity (SPY) | 13.2% | 17.1% | 0.59 | 0.2% |
| Gold (GLD) | 18.4% | 18.9% | 0.79 | 4.4% |
| Commodities (DBC) | 9.6% | 19.5% | 0.37 | 3.7% |
| Real Estate (VNQ) | 1.6% | 18.8% | -0.02 | 0.9% |
| Bitcoin (BTCUSD) | 8.8% | 51.8% | 0.35 | 4.4% |
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Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with ESYN | |
|---|---|---|---|---|
| ESYN | -22.6% | 194.0% | 0.28 | - |
| Sector ETF (XLY) | 12.0% | 22.2% | 0.49 | 2.5% |
| Equity (SPY) | 15.2% | 17.9% | 0.72 | 0.2% |
| Gold (GLD) | 12.3% | 16.4% | 0.61 | 4.4% |
| Commodities (DBC) | 8.1% | 18.1% | 0.36 | 3.7% |
| Real Estate (VNQ) | 5.2% | 20.7% | 0.21 | 0.9% |
| Bitcoin (BTCUSD) | 63.2% | 66.2% | 1.03 | 4.4% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 06/30/2026 | 07/30/2026 | 10-Q |
| 03/31/2026 | 05/13/2026 | 10-Q |
| 12/31/2025 | 03/26/2026 | 10-K |
| 09/30/2025 | 10/22/2025 | 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 | 11/06/2024 | 10-Q |
| 06/30/2024 | 08/12/2024 | 10-Q |
| 03/31/2024 | 05/15/2024 | 10-Q |
| 11/30/2023 | 02/28/2024 | 10-K |
| 12/31/2022 | 03/17/2023 | S-4/A |
| Report Date | Filing Date | Filing |
|---|---|---|
| 06/30/2026 | 07/30/2026 | 10-Q |
| 03/31/2026 | 05/13/2026 | 10-Q |
| 12/31/2025 | 03/26/2026 | 10-K |
| 09/30/2025 | 10/22/2025 | 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 | 11/06/2024 | 10-Q |
| 06/30/2024 | 08/12/2024 | 10-Q |
| 03/31/2024 | 05/15/2024 | 10-Q |
| 11/30/2023 | 02/28/2024 | 10-K |
| 12/31/2022 | 03/17/2023 | S-4/A |
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 |
| Restaurants Resources |
| Nation's Restaurant News |
| Restaurant Business |
| QSR Magazine |
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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