Envirotech Vehicles (EVTV)
Market Price (3/30/2026): $1.62 | Market Cap: $5.8 MilSector: Consumer Discretionary | Industry: Automobile Manufacturers
Envirotech Vehicles (EVTV)
Market Price (3/30/2026): $1.62Market Cap: $5.8 MilSector: Consumer DiscretionaryIndustry: Automobile Manufacturers
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 114% | Weak multi-year price returns2Y Excs Rtn is -116%, 3Y Excs Rtn is -157% | Not profitable at operating income levelOp Inc LTMOperating Income, Last Twelve Months is -13 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -358% |
| Megatrend and thematic driversMegatrends include Electric Vehicles & Autonomous Driving, and Future of Freight. Themes include EV Manufacturing, and Freight Technology. | Debt is significantNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 67% | |
| Significant share based compensationSBC/Rev LTMShare Based Compensation / Revenue (Sales), Last Twelve Months (LTM) is 17% | ||
| Not cash flow generativeCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is -188%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -198% | ||
| 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 -484% | ||
| High stock price volatilityVol 12M is 1008% | ||
| Significant short interestShort Interest % of Basic SharesShort Interest % of Basic Shares = (Short Interest Quantity) / (Basic Shares Outstanding). A high fraction of short interest can indicate potential risk of a short squeeze. is 24% | ||
| Key risksEVTV key risks include [1] a high probability of financial distress and severe liquidity strain, Show more. |
| Strong revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is 114% |
| Megatrend and thematic driversMegatrends include Electric Vehicles & Autonomous Driving, and Future of Freight. Themes include EV Manufacturing, and Freight Technology. |
| Weak multi-year price returns2Y Excs Rtn is -116%, 3Y Excs Rtn is -157% |
| Not profitable at operating income levelOp Inc LTMOperating Income, Last Twelve Months is -13 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -358% |
| Debt is significantNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 67% |
| Significant share based compensationSBC/Rev LTMShare Based Compensation / Revenue (Sales), Last Twelve Months (LTM) is 17% |
| Not cash flow generativeCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is -188%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -198% |
| 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 -484% |
| High stock price volatilityVol 12M is 1008% |
| Significant short interestShort Interest % of Basic SharesShort Interest % of Basic Shares = (Short Interest Quantity) / (Basic Shares Outstanding). A high fraction of short interest can indicate potential risk of a short squeeze. is 24% |
| Key risksEVTV key risks include [1] a high probability of financial distress and severe liquidity strain, Show more. |
Qualitative Assessment
AI Analysis | Feedback
1. Strategic pivot to AI infrastructure and acquisition of Azio AI. Envirotech Vehicles initiated a significant strategic shift by entering into an amended letter of intent to acquire Azio AI Corporation for an enterprise value of approximately $480 million, transitioning from an electric vehicle manufacturer to an AI infrastructure platform. This news spurred a substantial market reaction, with the stock trading up by 135.37% on January 12, 2026, following reports of the proposed merger.
2. Tangible progress in AI data center deployments and securing customer deposits. The company demonstrated concrete advancements in its new AI venture, including the delivery, installation, and energization of a 40-foot immersion-ready AI data center container by January 26, 2026. Furthermore, Azio AI secured binding customer deposits covering approximately 42% of a $108 million GPU infrastructure pipeline by March 24, 2026, and reported deposits totaling approximately 13% of an aggregate order value of $107 million as of March 4, 2026. Envirotech also placed an order for approximately 3 megawatts of modular digital infrastructure equipment from Azio AI for its South Texas data center pilot site.
Show more
Stock Movement Drivers
Fundamental Drivers
The 32.5% change in EVTV stock from 11/30/2025 to 3/29/2026 was primarily driven by a 32.5% change in the company's P/S Multiple.| (LTM values as of) | 11302025 | 3292026 | Change |
|---|---|---|---|
| Stock Price ($) | 1.23 | 1.63 | 32.5% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 4 | 4 | 0.0% |
| P/S Multiple | 1.2 | 1.6 | 32.5% |
| Shares Outstanding (Mil) | 4 | 4 | 0.0% |
| Cumulative Contribution | 32.5% |
Market Drivers
11/30/2025 to 3/29/2026| Return | Correlation | |
|---|---|---|
| EVTV | 32.5% | |
| Market (SPY) | -5.3% | 4.0% |
| Sector (XLY) | -10.4% | 0.6% |
Fundamental Drivers
The -27.9% change in EVTV stock from 8/31/2025 to 3/29/2026 was primarily driven by a -48.8% change in the company's P/S Multiple.| (LTM values as of) | 8312025 | 3292026 | Change |
|---|---|---|---|
| Stock Price ($) | 2.26 | 1.63 | -27.9% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 2 | 4 | 96.2% |
| P/S Multiple | 3.1 | 1.6 | -48.8% |
| Shares Outstanding (Mil) | 3 | 4 | -28.2% |
| Cumulative Contribution | -27.9% |
Market Drivers
8/31/2025 to 3/29/2026| Return | Correlation | |
|---|---|---|
| EVTV | -27.9% | |
| Market (SPY) | 0.6% | 4.3% |
| Sector (XLY) | -8.5% | 2.2% |
Fundamental Drivers
The -47.1% change in EVTV stock from 2/28/2025 to 3/29/2026 was primarily driven by a -54.2% change in the company's Shares Outstanding (Mil).| (LTM values as of) | 2282025 | 3292026 | Change |
|---|---|---|---|
| Stock Price ($) | 3.08 | 1.63 | -47.1% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 2 | 4 | 113.7% |
| P/S Multiple | 2.9 | 1.6 | -45.9% |
| Shares Outstanding (Mil) | 2 | 4 | -54.2% |
| Cumulative Contribution | -47.1% |
Market Drivers
2/28/2025 to 3/29/2026| Return | Correlation | |
|---|---|---|
| EVTV | -47.1% | |
| Market (SPY) | 9.8% | 5.9% |
| Sector (XLY) | -1.3% | 2.8% |
Fundamental Drivers
The -95.5% change in EVTV stock from 2/28/2023 to 3/29/2026 was primarily driven by a -90.6% change in the company's P/S Multiple.| (LTM values as of) | 2282023 | 3292026 | Change |
|---|---|---|---|
| Stock Price ($) | 36.50 | 1.63 | -95.5% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 3 | 4 | 12.0% |
| P/S Multiple | 16.6 | 1.6 | -90.6% |
| Shares Outstanding (Mil) | 2 | 4 | -57.8% |
| Cumulative Contribution | -95.5% |
Market Drivers
2/28/2023 to 3/29/2026| Return | Correlation | |
|---|---|---|
| EVTV | -95.5% | |
| Market (SPY) | 69.4% | 4.9% |
| Sector (XLY) | 49.0% | 2.9% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| EVTV Return | 0% | 2203% | -36% | -11% | -97% | 337% | 70% |
| Peers Return | -57% | -66% | 29% | -41% | -59% | 3% | -95% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | -5% | 72% |
Monthly Win Rates [3] | |||||||
| EVTV Win Rate | 0% | 17% | 25% | 42% | 17% | 33% | |
| Peers Win Rate | 33% | 29% | 44% | 34% | 32% | 47% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 33% | |
Max Drawdowns [4] | |||||||
| EVTV Max Drawdown | 0% | 0% | -52% | -18% | -99% | 0% | |
| Peers Max Drawdown | -61% | -72% | -33% | -53% | -67% | -13% | |
| S&P 500 Max Drawdown | -1% | -25% | -1% | -2% | -15% | -5% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: WKHS, GP, CENN, XOS, BLBD.
[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 | EVTV | S&P 500 |
|---|---|---|
| 2022 Inflation Shock | ||
| % Loss | -85.3% | -25.4% |
| % Gain to Breakeven | 579.6% | 34.1% |
| Time to Breakeven | Not Fully Recovered days | 464 days |
| 2020 Covid Pandemic | ||
| % Loss | -60.5% | -33.9% |
| % Gain to Breakeven | 153.3% | 51.3% |
| Time to Breakeven | 835 days | 148 days |
| 2018 Correction | ||
| % Loss | -99.7% | -19.8% |
| % Gain to Breakeven | 28483.3% | 24.7% |
| Time to Breakeven | Not Fully Recovered days | 120 days |
Compare to WKHS, GP, CENN, XOS, BLBD
In The Past
Envirotech Vehicles's stock fell -85.3% during the 2022 Inflation Shock from a high on 7/7/2022. A -85.3% loss requires a 579.6% 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 Envirotech Vehicles (EVTV)
AI Analysis | Feedback
Here are 1-2 brief analogies to describe Envirotech Vehicles:
- Like Rivian, but exclusively for commercial fleets and institutional buyers.
- The commercial and institutional counterpart to consumer electric vehicle companies like Tesla.
AI Analysis | Feedback
- Zero-emission electric vehicles: The company manufactures and supplies environmentally friendly electric vehicles.
- Vehicle maintenance and inspection services: Envirotech Vehicles provides services for the upkeep and examination of their vehicles.
AI Analysis | Feedback
Envirotech Vehicles (EVTV) Major Customers
Envirotech Vehicles (EVTV) primarily sells its zero-emission electric vehicles and related services to other companies and organizations. Based on the company's description, its major customer categories include:
- Commercial and last-mile fleets
- School districts
- Public and private transportation service companies
- Colleges and universities
AI Analysis | Feedback
Contemporary Amperex Technology Co., Limited (SZSE: 300750)
Rept Battero Energy Co., Ltd. (HKEX: 2109)
AI Analysis | Feedback
Phillip Oldridge, Chief Executive Officer and Board Chair
Mr. Oldridge has served as Envirotech Vehicles' CEO since September 2020 and as Chairman of the Board and a board member since March 2021. He founded Bus & Coach International in 2006, where he served as President and CEO, and GreenPower Motor Co., Inc. in 2010. He also holds CEO positions at Canamera Carriers, Inc. and Cannon Coach Lines, Inc., and is Chairman and CEO of Envirotech Drive Systems, Inc.
Jason Maddox, President and Interim Chief Financial Officer
Mr. Maddox was appointed President of Envirotech Vehicles on October 16, 2024, and subsequently became Interim CFO on January 21, 2025. Prior to joining Envirotech Vehicles, he was the CEO of Maddox Defense, Inc. since June 2008 and CEO of Maddox Industries LLC from January 2021 until Envirotech's acquisition of Maddox Industries in December 2024. The acquisition deal resulted in Mr. Maddox receiving approximately 3.1 million shares of Envirotech Vehicles' common stock.
Elgin Tracy, Chief Operating Officer
Mr. Tracy joined Envirotech Vehicles as Chief Operating Officer on October 16, 2024. He is recognized for his expertise in building large-scale technology factories and for successfully managing operations and logistics for various top-tier corporations across multiple industries, including both private and public companies.
Merrick Alpert, Chief Communications Officer
Mr. Alpert serves as the Chief Communications Officer for Envirotech Vehicles.
AI Analysis | Feedback
Envirotech Vehicles, Inc. (EVTV) faces several critical risks to its business, primarily stemming from its precarious financial health, intense competition within the electric vehicle (EV) market, and operational challenges.
Key Risks to Envirotech Vehicles (EVTV)
-
Severe Financial Distress and Liquidity Issues: Envirotech Vehicles is grappling with significant financial challenges, as evidenced by consistently negative profitability ratios, including EBIT margins at -754.7% and EBITDA margins at -728.6%. The company has reported substantial net losses, reaching approximately -$6.35 million in a recent quarter. Furthermore, EVTV is burning through its cash reserves, with critically low cash levels (around $0.7 million versus a roughly $10 million quarterly burn as of Q4 2023), indicating an unsustainable financial trajectory that necessitates frequent and highly dilutive capital raises for its survival. The company also exhibits high debt levels with a debt-to-equity ratio of 2.13 and faces liquidity strains due to low current ratios, signaling potential difficulties in meeting short-term obligations. Analysts categorize the company as "distressed" with significant bankruptcy risk.
-
Intense Competition and Lack of Competitive Advantage: Operating in the highly competitive commercial electric vehicle market, Envirotech Vehicles struggles as a micro-cap company with limited capital, low production volume, and minimal brand recognition. It lacks the financial resources and scale to effectively compete on price, technology, or distribution against larger, established automotive giants like Ford and Stellantis, as well as well-funded EV-native startups such as Rivian. This competitive disadvantage makes its path to profitability exceptionally challenging.
-
Manufacturing Setbacks and Operational Inefficiencies: Envirotech Vehicles has encountered significant setbacks in its production facilities, leading to curtailed output targets. The company also faces efficiency lags within its assembly lines, partly due to increased scrutiny over its tier suppliers. Achieving scalable manufacturing remains a primary operational hurdle, contributing to poor operational efficiency and negative returns on assets. The company needs to address internal inefficiencies to stabilize its operations.
AI Analysis | Feedback
```htmlThe clear emerging threat for Envirotech Vehicles (EVTV) is the intensifying competition from larger, well-established automotive manufacturers and well-funded electric vehicle (EV) startups. Traditional automotive giants such as Ford, General Motors, and Mercedes-Benz are aggressively launching and scaling their own commercial electric vehicle offerings, including vans and trucks, directly targeting the same commercial and last-mile fleets, school districts, and transportation companies that EVTV serves. These larger companies possess significantly greater resources for research and development, manufacturing scale, established service networks, and brand recognition, making it challenging for a smaller player like EVTV to compete on price, volume, and market penetration. Additionally, other well-capitalized EV startups are also entering niche segments of the commercial EV market, further fragmenting the demand and increasing competitive pressure.
```AI Analysis | Feedback
Envirotech Vehicles, Inc. (EVTV) operates within several growing addressable markets for its zero-emission electric vehicles and related maintenance services.
Electric Commercial Vehicles
The global electric commercial vehicle market was estimated at USD 80.69 billion in 2025 and is projected to grow to USD 554.37 billion by 2034, exhibiting a Compound Annual Growth Rate (CAGR) of 22.28% from 2026 to 2034. In the United States, this market is projected to reach USD 10.17 billion by 2026.
Electric Last-Mile Delivery Vehicles
The global electric last-mile delivery vehicle market was valued at USD 21.3 billion in 2024 and is estimated to grow to USD 103.5 billion by 2034, at a CAGR of 18.3%. The U.S. electric last-mile delivery vehicle market generated USD 6.8 billion in revenue in 2024, representing an 86% share of the North American market.
Electric School Buses
The USA electric school bus market is projected to reach a market size of USD 4.77 billion in 2025. The U.S. electric bus market size, which includes school buses, reached USD 2.5 billion in 2025 and is expected to grow to USD 6.8 billion by 2034, at a CAGR of 11.9% from 2026 to 2034.
Electric Public Transportation Buses
The United States electric bus market was valued at USD 468.6 million in 2025 and is estimated to grow to USD 931.07 million by 2030, with a CAGR of 14.72% from 2026 to 2030. North America's electric public transport market sees the United States holding approximately 65% of the market share.
Electric Vehicle Maintenance and Inspection Services
The global electric vehicle repair service market size was valued at USD 38.2 billion in 2024 and is expected to grow to USD 139.1 billion by 2034, at a CAGR of 14.1% from 2025 to 2034. In 2024, the U.S. electric vehicle repair service market dominated North America with approximately 88% market share, generating an estimated USD 11.7 billion in revenue.
AI Analysis | Feedback
Here are 3-5 expected drivers of future revenue growth for Envirotech Vehicles (EVTV) over the next 2-3 years:- Expansion into AI Infrastructure and High-Performance Computing: Envirotech Vehicles is undergoing a significant strategic shift, focusing on artificial intelligence (AI) infrastructure through a partnership and potential merger with AZIO AI Corporation. This initiative includes the deployment of modular AI infrastructure, such as immersion-cooled data centers, and an order for Nvidia GPUs. This expansion is expected to bring in substantial new revenue, with one GPU order alone projected to generate $107 million.
- Monetization of AI Workloads and Digital Asset Production: Following the installation and integration of its new AI compute systems, Envirotech Vehicles plans to pursue digital asset production and AI workload monetization. This represents a new revenue stream, moving beyond infrastructure deployment to generating income from the utilization of its AI capabilities.
- Growth in Electric Drone and Watercraft Divisions: In May 2025, Envirotech Vehicles announced a strategic expansion into the electric drone and watercraft sectors. The company aims to develop and acquire divisions focused on commercial and industrial electric drones and electric jet drive systems for watercraft. This move is intended to diversify revenue streams, tap into high-growth markets, and generate new revenue from these product lines, with projected margins of 40-60% on proprietary systems and service contracts.
- Leveraging Regulatory Tailwinds and Market Growth in the Electric Commercial Vehicle Market: Despite its pivot towards AI, Envirotech Vehicles continues to operate in the rapidly expanding electric commercial vehicle market. The company is expected to benefit from increasing government incentives and regulations that support zero-emission vehicles, which should contribute to the growth of its core electric vehicle and maintenance services business.
AI Analysis | Feedback
Share Issuance
- In the fourth quarter of 2025 and first quarter of 2026, Envirotech Vehicles issued 5,431,083 shares of common stock, generating approximately $3.1 million in gross proceeds to meet Nasdaq’s minimum stockholders' equity requirement.
- As part of an $11 million debenture financing deal in March 2026, Envirotech issued warrants to purchase up to 1,291,778 common shares at an exercise price of $0.01 per share, immediately exercisable for 60 months.
- On February 3, 2026, shareholders approved an expansion of the 2017 Equity Incentive Plan by 890,000 shares and extended its term to support future hiring and retention.
Inbound Investments
- In March 2026, Envirotech Vehicles secured up to $11 million in debenture financing from YA II PN, Ltd., with an initial tranche of $4 million closing on March 6, 2026, yielding $3.8 million in gross proceeds.
- On October 31, 2024, Yorkville Advisors Global LP provided a $2 million convertible promissory note as part of a standby equity purchase agreement, with an additional $1 million pending, for a total potential funding of up to $25 million.
Outbound Investments
- Envirotech Vehicles announced a strategic expansion into electric drones and watercraft divisions on May 1, 2025, with plans to develop and acquire new businesses in these sectors.
- In January 2026, the company entered into an Amended and Restated Letter of Intent to acquire AZIO AI Corporation in a potential $480 million merger, signaling a strategic pivot towards artificial intelligence infrastructure and high-performance computing.
- On October 31, 2024, Envirotech Vehicles acquired Maddox Industries to bolster U.S. manufacturing and logistics, expecting a multimillion-dollar revenue stream from government contracts over three years.
Capital Expenditures
- Envirotech Vehicles is acquiring approximately 3 megawatts of modular digital infrastructure equipment from Azio AI for deployment at its new South Texas energy-integrated data center pilot site, marking a strategic shift towards AI infrastructure.
- Funding obtained in late 2024 (up to $25 million) was earmarked to support the scaling up of manufacturing operations at its Osceola, Arkansas facility and to fulfill existing orders for electric vehicles.
Latest Trefis Analyses
| Title | Date | |
|---|---|---|
| DASHBOARDS | ||
| Envirotech Vehicles Earnings Notes | 12/16/2025 | |
| Day 8 of Gains Streak for Envirotech Vehicles Stock with 92% Return (vs. -66% YTD) [9/12/2025] | 09/13/2025 |
| Title | |
|---|---|
| ARTICLES |
Trade Ideas
Select ideas related to EVTV.
| Date | Ticker | Company | Category | Trade Strategy | 6M Fwd Rtn | 12M Fwd Rtn | 12M Max DD |
|---|---|---|---|---|---|---|---|
| 02272026 | MBLY | Mobileye Global | Dip Buy | DB | Cash/EquityDip Buyer with High Net Cash % EquityBuying dips for companies with significant net cash as a % of market cap along with meaningful cash flow generation | 0.0% | 0.0% | 0.0% |
| 02202026 | SAH | Sonic Automotive | 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 | -5.9% | -5.9% | -6.1% |
| 02132026 | MAT | Mattel | 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 | 2.9% | 2.9% | 0.0% |
| 02132026 | SONO | Sonos | 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 | -0.7% | -0.7% | -4.6% |
| 02062026 | DECK | Deckers Outdoor | Dip Buy | DB | P/E OPMDip Buy with Low PE and High MarginBuying dips for companies with tame PE and meaningfully high operating margin | 1.6% | 1.6% | -0.8% |
Research & Analysis
Invest in Strategies
Wealth Management
Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 1.65 |
| Mkt Cap | 0.0 |
| Rev LTM | 18 |
| Op Inc LTM | -22 |
| FCF LTM | -5 |
| FCF 3Y Avg | -21 |
| CFO LTM | -5 |
| CFO 3Y Avg | -20 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | -2.6% |
| Rev Chg 3Y Avg | 25.3% |
| Rev Chg Q | 4.5% |
| QoQ Delta Rev Chg LTM | 1.3% |
| Op Mgn LTM | -120.5% |
| Op Mgn 3Y Avg | -169.3% |
| QoQ Delta Op Mgn LTM | 3.2% |
| CFO/Rev LTM | -60.3% |
| CFO/Rev 3Y Avg | -118.0% |
| FCF/Rev LTM | -62.6% |
| FCF/Rev 3Y Avg | -122.9% |
Valuation
| Median | |
|---|---|
| Name | |
| Mkt Cap | 0.0 |
| P/S | 0.3 |
| P/EBIT | -0.3 |
| P/E | -0.2 |
| P/CFO | -0.2 |
| Total Yield | -353.6% |
| Dividend Yield | 0.0% |
| FCF Yield 3Y Avg | -102.6% |
| D/E | 2.3 |
| Net D/E | 1.5 |
Returns
| Median | |
|---|---|
| Name | |
| 1M Rtn | -9.9% |
| 3M Rtn | -4.1% |
| 6M Rtn | -53.6% |
| 12M Rtn | -66.1% |
| 3Y Rtn | -93.3% |
| 1M Excs Rtn | -5.1% |
| 3M Excs Rtn | 2.7% |
| 6M Excs Rtn | -50.0% |
| 12M Excs Rtn | -79.6% |
| 3Y Excs Rtn | -155.2% |
Price Behavior
| Market Price | $1.63 | |
| Market Cap ($ Bil) | 0.0 | |
| First Trading Date | 06/15/2017 | |
| Distance from 52W High | -60.0% | |
| 50 Days | 200 Days | |
| DMA Price | $1.95 | $1.65 |
| DMA Trend | down | up |
| Distance from DMA | -16.4% | -1.1% |
| 3M | 1YR | |
| Volatility | 919.7% | 1,013.6% |
| Downside Capture | 1.27 | 2.99 |
| Upside Capture | 1171.92 | 314.21 |
| Correlation (SPY) | 5.2% | 5.7% |
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 2.02 | 4.99 | 3.75 | 2.72 | 3.02 | 1.94 |
| Up Beta | 4.62 | -48.53 | -36.11 | -13.60 | -0.66 | 0.72 |
| Down Beta | -3.91 | 0.13 | 0.40 | 3.81 | 2.05 | 1.46 |
| Up Capture | 70% | 4067% | 1263% | 276% | 1172% | 51% |
| Bmk +ve Days | 9 | 20 | 31 | 70 | 142 | 431 |
| Stock +ve Days | 9 | 17 | 23 | 54 | 116 | 324 |
| Down Capture | 487% | 260% | 415% | 258% | 173% | 113% |
| Bmk -ve Days | 12 | 21 | 30 | 54 | 109 | 320 |
| Stock -ve Days | 11 | 23 | 36 | 66 | 129 | 399 |
[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 EVTV | |
|---|---|---|---|---|
| EVTV | -35.4% | 1,007.6% | 1.11 | - |
| Sector ETF (XLY) | 4.6% | 23.6% | 0.13 | 2.4% |
| Equity (SPY) | 14.5% | 18.9% | 0.59 | 5.6% |
| Gold (GLD) | 50.2% | 27.7% | 1.46 | 1.7% |
| Commodities (DBC) | 17.8% | 17.6% | 0.85 | 3.3% |
| Real Estate (VNQ) | 0.4% | 16.4% | -0.15 | -2.3% |
| Bitcoin (BTCUSD) | -23.7% | 44.2% | -0.49 | 0.9% |
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 EVTV | |
|---|---|---|---|---|
| EVTV | -52.0% | 531.2% | 0.48 | - |
| Sector ETF (XLY) | 5.6% | 23.7% | 0.20 | 3.1% |
| Equity (SPY) | 11.8% | 17.0% | 0.54 | 4.5% |
| Gold (GLD) | 20.7% | 17.7% | 0.96 | 1.5% |
| Commodities (DBC) | 11.6% | 18.9% | 0.50 | 2.9% |
| Real Estate (VNQ) | 3.0% | 18.8% | 0.07 | -0.3% |
| Bitcoin (BTCUSD) | 4.0% | 56.6% | 0.29 | 0.4% |
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 EVTV | |
|---|---|---|---|---|
| EVTV | -53.4% | 415.8% | 0.31 | - |
| Sector ETF (XLY) | 11.6% | 21.9% | 0.49 | 3.7% |
| Equity (SPY) | 14.0% | 17.9% | 0.67 | 4.5% |
| Gold (GLD) | 13.3% | 15.8% | 0.70 | 1.9% |
| Commodities (DBC) | 8.2% | 17.6% | 0.39 | 3.3% |
| Real Estate (VNQ) | 4.7% | 20.7% | 0.19 | 0.9% |
| Bitcoin (BTCUSD) | 66.4% | 66.8% | 1.06 | 0.5% |
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 |
| 5/20/2024 | -8.1% | -0.3% | 7.5% |
| 11/15/2022 | 0.7% | -11.4% | -13.5% |
| 8/16/2022 | -3.0% | -8.0% | 8.9% |
| 5/16/2022 | 0.0% | 0.0% | 0.0% |
| 11/12/2020 | 0.0% | 0.0% | 0.0% |
| 8/14/2020 | 0.0% | 0.0% | 0.0% |
| 3/11/2020 | -17.4% | -18.3% | -23.6% |
| SUMMARY STATS | |||
| # Positive | 4 | 3 | 5 |
| # Negative | 3 | 4 | 2 |
| Median Positive | 0.0% | 0.0% | 0.0% |
| Median Negative | -8.1% | -9.7% | -18.5% |
| Max Positive | 0.7% | 0.0% | 8.9% |
| Max Negative | -17.4% | -18.3% | -23.6% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 09/30/2025 | 11/20/2025 | 10-Q |
| 06/30/2025 | 08/18/2025 | 10-Q |
| 03/31/2025 | 05/20/2025 | 10-Q |
| 12/31/2024 | 04/15/2025 | 10-K |
| 09/30/2024 | 11/14/2024 | 10-Q |
| 06/30/2024 | 08/14/2024 | 10-Q |
| 03/31/2024 | 05/15/2024 | 10-Q |
| 12/31/2023 | 03/28/2024 | 10-K |
| 09/30/2023 | 11/14/2023 | 10-Q |
| 06/30/2023 | 10/16/2023 | 10-Q |
| 03/31/2023 | 10/16/2023 | 10-Q |
| 12/31/2022 | 09/25/2023 | 10-K |
| 09/30/2022 | 11/14/2022 | 10-Q |
| 06/30/2022 | 08/15/2022 | 10-Q |
| 03/31/2022 | 05/16/2022 | 10-Q |
| 12/31/2021 | 04/26/2022 | 10-K |
Insider Activity
Expand for More| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Maddox, Jason | President | Direct | Buy | 1032025 | 0.00 | 3,100,000 | Form |
External Quote Links
| Y Finance | Barrons |
| TradingView | Morningstar |
| SeekingAlpha | ValueLine |
| Motley Fool | Robinhood |
| CNBC | Etrade |
| MarketWatch | Unusual Whales |
| YCharts | Perplexity Finance |
| FinViz |
Prefer one of these to Trefis? Tell us why.