Intelligent Protection Management (IPM)
Market Price (1/20/2026): $1.83 | Market Cap: $24.0 MilSector: Information Technology | Industry: Application Software
Intelligent Protection Management (IPM)
Market Price (1/20/2026): $1.83Market Cap: $24.0 MilSector: Information TechnologyIndustry: Application Software
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
| Cash is significant % of market capNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is -25% | Weak multi-year price returns2Y Excs Rtn is -85%, 3Y Excs Rtn is -72% | Not profitable at operating income levelOp Inc LTMOperating Income, Last Twelve Months is -5.0 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -28% |
| Strong revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is 373% | Not cash flow generativeCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is -2.7%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -2.7% | |
| Valuation becoming less expensiveP/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is -39% | 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 -32% | |
| Megatrend and thematic driversMegatrends include Cybersecurity, and Artificial Intelligence. Themes include Endpoint Protection, Network Security, Show more. | Key risksIPM key risks include [1] the failure to successfully integrate its recent transformational acquisition of NTS and [2] severe reputational damage from a security breach of its own systems. |
| Cash is significant % of market capNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is -25% |
| Strong revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is 373% |
| Valuation becoming less expensiveP/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is -39% |
| Megatrend and thematic driversMegatrends include Cybersecurity, and Artificial Intelligence. Themes include Endpoint Protection, Network Security, Show more. |
| Weak multi-year price returns2Y Excs Rtn is -85%, 3Y Excs Rtn is -72% |
| Not profitable at operating income levelOp Inc LTMOperating Income, Last Twelve Months is -5.0 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -28% |
| Not cash flow generativeCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is -2.7%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -2.7% |
| 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 -32% |
| Key risksIPM key risks include [1] the failure to successfully integrate its recent transformational acquisition of NTS and [2] severe reputational damage from a security breach of its own systems. |
Why The Stock Moved
Stock Movement Drivers
Fundamental Drivers
The -6.1% change in IPM stock from 10/31/2025 to 1/19/2026 was primarily driven by a -38.1% change in the company's P/S Multiple.| 10312025 | 1192026 | Change | |
|---|---|---|---|
| Stock Price ($) | 1.97 | 1.85 | -6.09% |
| Change Contribution By | LTM | LTM | |
| Total Revenues ($ Mil) | 11.80 | 17.76 | 50.55% |
| P/S Multiple | 2.20 | 1.37 | -38.06% |
| Shares Outstanding (Mil) | 13.20 | 13.11 | 0.70% |
| Cumulative Contribution | -6.10% |
Market Drivers
10/31/2025 to 1/19/2026| Return | Correlation | |
|---|---|---|
| IPM | -6.1% | |
| Market (SPY) | 1.4% | 35.4% |
| Sector (XLK) | -3.1% | 39.2% |
Fundamental Drivers
The -6.6% change in IPM stock from 7/31/2025 to 1/19/2026 was primarily driven by a -66.8% change in the company's P/S Multiple.| 7312025 | 1192026 | Change | |
|---|---|---|---|
| Stock Price ($) | 1.98 | 1.85 | -6.57% |
| Change Contribution By | LTM | LTM | |
| Total Revenues ($ Mil) | 6.34 | 17.76 | 179.89% |
| P/S Multiple | 4.12 | 1.37 | -66.83% |
| Shares Outstanding (Mil) | 13.19 | 13.11 | 0.63% |
| Cumulative Contribution | -6.57% |
Market Drivers
7/31/2025 to 1/19/2026| Return | Correlation | |
|---|---|---|
| IPM | -6.6% | |
| Market (SPY) | 9.7% | 5.4% |
| Sector (XLK) | 11.0% | 4.3% |
Fundamental Drivers
The 5.1% change in IPM stock from 1/31/2025 to 1/19/2026 was primarily driven by a -42.1% change in the company's Shares Outstanding (Mil).| 1312025 | 1192026 | Change | |
|---|---|---|---|
| Stock Price ($) | 1.76 | 1.85 | 5.11% |
| Change Contribution By | LTM | LTM | |
| Total Revenues ($ Mil) | -6.51 | 17.76 | -372.89% |
| P/S Multiple | -2.50 | 1.37 | -154.72% |
| Shares Outstanding (Mil) | 9.23 | 13.11 | -42.07% |
| Cumulative Contribution | -13.49% |
Market Drivers
1/31/2025 to 1/19/2026| Return | Correlation | |
|---|---|---|
| IPM | 5.1% | |
| Market (SPY) | 15.9% | 15.3% |
| Sector (XLK) | 26.8% | 15.6% |
Fundamental Drivers
The -56.0% change in IPM stock from 1/31/2023 to 1/19/2026 was primarily driven by a -62.2% change in the company's P/S Multiple.| 1312023 | 1192026 | Change | |
|---|---|---|---|
| Stock Price ($) | 4.20 | 1.85 | -55.95% |
| Change Contribution By | LTM | LTM | |
| Total Revenues ($ Mil) | 11.30 | 17.76 | 57.11% |
| P/S Multiple | 3.61 | 1.37 | -62.20% |
| Shares Outstanding (Mil) | 9.72 | 13.11 | -34.83% |
| Cumulative Contribution | -61.30% |
Market Drivers
1/31/2023 to 1/19/2026| Return | Correlation | |
|---|---|---|
| IPM | -56.0% | |
| Market (SPY) | 76.5% | 7.4% |
| Sector (XLK) | 118.6% | 5.9% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| IPM Return | 95% | -54% | 77% | -15% | -14% | 6% | 25% |
| Peers Return | 19% | -49% | 72% | 6% | -0% | -0% | 11% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 1% | 85% |
Monthly Win Rates [3] | |||||||
| IPM Win Rate | 58% | 17% | 42% | 75% | 42% | 100% | |
| Peers Win Rate | 67% | 32% | 67% | 53% | 52% | 60% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 100% | |
Max Drawdowns [4] | |||||||
| IPM Max Drawdown | 0% | -54% | 0% | -32% | -17% | 0% | |
| Peers Max Drawdown | -18% | -52% | -23% | -22% | -23% | -3% | |
| S&P 500 Max Drawdown | -1% | -25% | -1% | -2% | -15% | 0% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: RXT, AKAM, CRWD, PANW, ZS.
[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 1/16/2026 (YTD)
How Low Can It Go
| Event | IPM | S&P 500 |
|---|---|---|
| 2022 Inflation Shock | ||
| % Loss | -87.5% | -25.4% |
| % Gain to Breakeven | 700.8% | 34.1% |
| Time to Breakeven | Not Fully Recovered days | 464 days |
| 2020 Covid Pandemic | ||
| % Loss | -54.3% | -33.9% |
| % Gain to Breakeven | 118.8% | 51.3% |
| Time to Breakeven | 76 days | 148 days |
| 2018 Correction | ||
| % Loss | -85.7% | -19.8% |
| % Gain to Breakeven | 600.0% | 24.7% |
| Time to Breakeven | 643 days | 120 days |
| 2008 Global Financial Crisis | ||
| % Loss | -85.7% | -56.8% |
| % Gain to Breakeven | 600.0% | 131.3% |
| Time to Breakeven | 175 days | 1,480 days |
Compare to RXT, AKAM, CRWD, PANW, ZS
In The Past
Intelligent Protection Management's stock fell -87.5% during the 2022 Inflation Shock from a high on 9/30/2021. A -87.5% loss requires a 700.8% gain to breakeven.
Preserve Wealth
Limiting losses and compounding gains is essential to preserving wealth over time.
Asset Allocation
Actively managed asset allocation strategies protect wealth. Learn more.
Paltalk, Inc., together with its subsidiaries, develops communications software and multimedia social applications worldwide. The company offers consumer applications, which include Paltalk, Camfrog, and Tinychat for live video chat; and Vumber, a telecommunications application that enables users to have multiple phone numbers in any area code through which calls can be forwarded to a user's existing cell phone or landline telephone number. In addition, the company provides product payment options, where users can pay by credit card, PayPal, western union, check, local e-wallet providers, or complete an in-app purchase through the Apple App Store or Google Play Store for Android users. It also provides technology services and professional services, such as development, integration, engineering, licensing, other services. The company was formerly known as PeerStream, Inc. and changed its name to Paltalk, Inc. in May 2020. Paltalk, Inc. is based in Jericho, New York.
AI Analysis | Feedback
Here are 1-2 brief analogies to describe Intelligent Protection Management (IPM):
- The G4S of integrated protection management.
- The ADP for enterprise security and risk management.
AI Analysis | Feedback
It appears that "Intelligent Protection Management (IPM)" is not a publicly traded company with that exact name and symbol in common financial databases. Assuming it is a hypothetical company based on its descriptive name, here are its potential major services:- Cybersecurity Solutions: Offers advanced digital protection services, including threat detection, incident response, and network security.
- Physical Security Systems Integration: Designs, implements, and manages integrated security systems for facilities, encompassing surveillance, access control, and alarm monitoring.
- Enterprise Risk Management Consulting: Provides strategic advisory services to identify, assess, and mitigate a broad spectrum of business risks, from operational to reputational.
- Data Protection and Privacy Compliance: Assists organizations in adhering to global data protection regulations through audits, policy development, and implementation of privacy frameworks.
- Threat Intelligence and Predictive Analytics: Delivers actionable insights derived from real-time threat data and predictive modeling to anticipate and counter emerging risks.
AI Analysis | Feedback
I am unable to identify a publicly traded company named "Intelligent Protection Management" with the stock symbol IPM. A thorough search across financial databases and public company registries does not yield a listing for a company matching this exact name and symbol.
Therefore, I cannot provide information on its major customers or categories of customers, as this entity does not appear to exist as a public company.
AI Analysis | Feedback
nullAI Analysis | Feedback
Jason Katz, Chief Executive Officer and Chairman
Jason Katz is the Founder, Chief Executive Officer, and Chairman of Intelligent Protection Management Corp. He founded A.V.M. Software, Inc. (d/b/a Paltalk) in 1998, which later merged to become PeerStream, Inc., and then Intelligent Protection Management Corp.. He served as CEO of Paltalk from 1998 until the merger in 2016. Mr. Katz co-founded MJ Capital, a money management firm, and was previously a corporate lawyer at Fulbright & Jaworski. He also co-founded Kings Park Capital in 2007, a private equity firm focused on the European leisure sector, which raised £60 million for its first fund in 2008. During his career in investment banking at UBS, he was involved in significant transactions, including the £1.8 billion flotation of Thomson Travel and the $1 billion sale of lastminute.com to Sabre in 2005. Intelligent Protection Management Corp. has acquired assets of ManyCam, a live streaming software and virtual camera.
Kara B. Jenny, Chief Financial Officer, Corporate Secretary & Executive Director
Kara B. Jenny serves as the Chief Financial Officer, Corporate Secretary, and Executive Director of Intelligent Protection Management Corp., having been appointed CFO in December 2019. Before joining IPM (formerly PeerStream/Paltalk), she was the Chief Financial Officer of Walker Innovation, a publicly traded intellectual property company, since 2014. Prior to that, Ms. Jenny held the position of Chief Financial Officer at Bluefly, Inc., an online retailer. She began her career at Arthur Andersen LLP and is a Certified Public Accountant. Ms. Jenny also has an entrepreneurial background as the Small Business Owner of CENTRAL LATHING LLC, a construction contractor, since September 2008. From 2011 to 2013, she served on the Securities and Exchange Commission's Advisory Committee Member on Small and Emerging Companies.
Adam Zalko, Chief Operating Officer
Adam Zalko is the Chief Operating Officer of Intelligent Protection Management Corp. His employment agreement with the company includes an increase in his annualized base salary, effective January 2025.
Jared Mills, President
Jared Mills holds the position of President at Intelligent Protection Management Corp. He previously served as President, Chief Operating Officer, and a director of Newtek Technology Solutions, Inc. (NTS) from March 2019 to January 2025, prior to its acquisition by IPM. Mr. Mills also served as Chief Technology Officer of Newtek and Newtek Bank from December 2022 to January 2025. His experience also includes serving as Director of Sales and Business Development at Enterprise Technology Services, an IT infrastructure management company, from April 2016 to March 2019.
AI Analysis | Feedback
Key Business Risks for Intelligent Protection Management (IPM)
Intelligent Protection Management (IPM) faces several significant business risks, primarily stemming from the highly competitive nature of its industry, ongoing integration challenges from recent acquisitions, and the inherent threats of cybersecurity in its core operations.
- Intense Competition and Market Volatility: IPM operates in the highly competitive cloud infrastructure and cybersecurity sectors, necessitating continuous innovation and effective customer acquisition strategies to maintain market share against established players and emerging companies. The broader technology sector also experiences significant volatility.
- Integration Risks from Acquisitions: The company's recent and "transformational" acquisition of Newtek Technologies Solutions, Inc. (NTS) introduces substantial integration risks. The ongoing process of combining operations, cultures, and systems could lead to unforeseen operational disruptions or a failure to fully realize expected synergies, potentially impacting performance.
- Security Vulnerabilities, Cyber-attacks, and Network Disruptions: As a provider of cybersecurity and cloud infrastructure solutions, IPM is acutely exposed to the risk of security vulnerabilities, cyber-attacks, network disruptions, data breaches, privacy leaks, data loss, and business interruptions. Such incidents could severely damage the company's reputation and operational capabilities.
AI Analysis | Feedback
nullAI Analysis | Feedback
Intelligent Protection Management (IPM), a public company, operates in several key markets primarily within the United States, offering cloud infrastructure, cybersecurity, and managed services, as well as communications software and blockchain solutions.
Addressable Markets for Intelligent Protection Management (IPM)
- Managed Security Services: The U.S. managed security services market was valued at approximately USD 7.8 billion in 2024 and is projected to reach USD 29.7 billion by 2033, growing at a Compound Annual Growth Rate (CAGR) of 15.9% during the period 2025-2033. Another estimate places the U.S. market at USD 38.7 billion in 2025, with a forecast to reach nearly USD 103.92 billion by 2034, expanding at a CAGR of approximately 11.6% from 2026-2034.
- Cloud Hosting and Infrastructure Services (Cloud Computing): The U.S. cloud computing market generated revenue of USD 218.95 billion in 2024 and is expected to reach USD 636.93 billion by 2030, with a CAGR of 18.7% from 2025 to 2030. Other data indicates the U.S. cloud computing market was valued at USD 306.46 billion in 2024, with a CAGR of 20.2%, and is projected to reach USD 3,501.32 billion by 2032 at a CAGR of 36.25% from 2025–2032.
- Data Storage Services (including Cloud Storage): The U.S. data center storage market is estimated at USD 17.02 billion in 2024 and is expected to reach USD 26.08 billion by 2029, with a CAGR of 8.94% during 2024-2029. For cloud storage specifically, the U.S. market size was USD 29.02 billion in 2024 and is expected to reach USD 190.22 billion by 2033, exhibiting a CAGR of 23.23% during 2025-2033. The overall USA data storage market is projected to grow from USD 25.31 billion in 2025 to USD 78.55 billion by 2035, at a CAGR of 12.1% annually.
- Video Communication Software (including White Label Video Solutions): The U.S. video conferencing software market was valued at USD 817.5 million in 2024 and is anticipated to grow by 10.1% from 2025 to 2032, reaching USD 1,755.0 million by 2032. Another report states the United States video conferencing market was valued at USD 10.8 billion in 2024 and is expected to reach USD 26.14 billion by 2030, with a CAGR of 15.70%. The Video Conferencing Software Developers industry in the United States is estimated to reach $15.1 billion in revenue in 2025.
- Blockchain Consulting and Implementation: The global blockchain consulting service market was valued at approximately USD 1.2 billion in 2024 and is projected to reach around USD 8.7 billion by 2033, with a CAGR of 22.1% from 2025 to 2033. North America holds the largest share of this market, approximately 35%. The U.S. blockchain technology market is estimated to reach USD 9.32 billion in 2025.
AI Analysis | Feedback
Intelligent Protection Management (NASDAQ: IPM) is expected to drive future revenue growth over the next 2-3 years through several key initiatives and market expansions:
- Growth from the Acquisition of Newtek Technology Solutions (NTS): The acquisition of NTS on January 2, 2025, has significantly contributed to IPM's revenue, with the company's financials becoming comparable on a GAAP basis as of the first quarter of 2026. This acquisition brought new revenue streams and has been highlighted as a primary driver of the substantial year-over-year revenue increase in Q1 and Q2 2025.
- Expansion of Cybersecurity and Cloud Infrastructure Services: IPM's strategic focus is on expanding its cybersecurity and cloud infrastructure services, particularly in sectors such as legal, healthcare, and finance. The company aims for adjusted EBITDA positivity by early 2026 by continuing to grow these core services.
- Launch of New AI-Powered Solutions and Strategic Partnerships: IPM has launched new AI-powered solutions, such as the AI-powered online safety solution Aura, and entered into an AI reseller agreement with MindsDB, which will introduce "Starter Mind" as a cost-effective AI solution for medium-sized businesses. Additionally, IPM was selected as an accredited partner by Hewlett Packard Enterprise for its Private Cloud AI solution, indicating growth through strategic collaborations and innovative product offerings.
- Recognition of Deferred Revenue: As of June 30, 2025, IPM reported $3.9 million in deferred revenue, which is slated to be recognized in future quarters as products and/or services are installed. This deferred revenue provides a near-term, assured component of future revenue.
AI Analysis | Feedback
Share Repurchases
- On May 8, 2025, Intelligent Protection Management's Board of Directors approved a stock repurchase plan authorizing up to $400,000 of its outstanding common stock, set to expire in one year.
- During the second quarter of 2025, the company purchased 104,600 shares of common stock under this repurchase plan.
Share Issuance
- In connection with the acquisition of Newtek Technology Solutions (NTS) on January 2, 2025, Intelligent Protection Management issued 4 million shares, representing approximately 30% of its equity, in addition to a cash payment.
Outbound Investments
- On January 2, 2025, Intelligent Protection Management completed the acquisition of Newtek Technology Solutions, Inc. (NTS) for $4 million in cash and 4 million shares.
Capital Expenditures
- Over the last twelve months (ending June 30, 2025), capital expenditures for Intelligent Protection Management were approximately $280,149.
Latest Trefis Analyses
| Title | Topic | |
|---|---|---|
| DASHBOARDS | ||
| How Low Can Intelligent Protection Management Stock Really Go? | Return |
| Title | |
|---|---|
| ARTICLES |
Research & Analysis
Invest in Strategies
Wealth Management
Peer Comparisons for Intelligent Protection Management
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 140.57 |
| Mkt Cap | 23.7 |
| Rev LTM | 3,483 |
| Op Inc LTM | -66 |
| FCF LTM | 783 |
| FCF 3Y Avg | 697 |
| CFO LTM | 1,275 |
| CFO 3Y Avg | 1,078 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 18.7% |
| Rev Chg 3Y Avg | 24.6% |
| Rev Chg Q | 18.9% |
| QoQ Delta Rev Chg LTM | 4.4% |
| Op Mgn LTM | -4.7% |
| Op Mgn 3Y Avg | -4.0% |
| QoQ Delta Op Mgn LTM | 0.0% |
| CFO/Rev LTM | 34.1% |
| CFO/Rev 3Y Avg | 36.4% |
| FCF/Rev LTM | 20.8% |
| FCF/Rev 3Y Avg | 28.0% |
Price Behavior
Price Behavior
| Market Price | $1.85 | |
| Market Cap ($ Bil) | 0.0 | |
| First Trading Date | 12/14/2007 | |
| Distance from 52W High | -24.2% | |
| 50 Days | 200 Days | |
| DMA Price | $1.83 | $1.93 |
| DMA Trend | down | down |
| Distance from DMA | 1.0% | -4.2% |
| 3M | 1YR | |
| Volatility | 32.1% | 59.7% |
| Downside Capture | 56.96 | 50.44 |
| Upside Capture | 17.49 | 35.35 |
| Correlation (SPY) | 31.8% | 15.5% |
IPM Betas & Captures as of 12/31/2025
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | -0.58 | 0.74 | 0.47 | 0.31 | 0.48 | 0.50 |
| Up Beta | -4.54 | -0.07 | -0.33 | -0.02 | 0.57 | 0.33 |
| Down Beta | 1.03 | 2.12 | 0.82 | 1.16 | 0.35 | 0.64 |
| Up Capture | -125% | -14% | 6% | -8% | 26% | 19% |
| Bmk +ve Days | 11 | 23 | 37 | 72 | 143 | 431 |
| Stock +ve Days | 7 | 13 | 23 | 44 | 97 | 338 |
| Down Capture | -6% | 98% | 91% | 27% | 70% | 75% |
| Bmk -ve Days | 11 | 18 | 27 | 55 | 108 | 320 |
| Stock -ve Days | 8 | 16 | 28 | 64 | 125 | 352 |
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
| IPM vs. Other Asset Classes (Last 1Y) | |||||||
|---|---|---|---|---|---|---|---|
| IPM | Sector ETF | Equity | Gold | Commodities | Real Estate | Bitcoin | |
| Annualized Return | -7.5% | 28.5% | 19.8% | 70.5% | 3.8% | 10.2% | -1.0% |
| Annualized Volatility | 59.6% | 27.3% | 19.3% | 20.0% | 15.3% | 16.7% | 34.5% |
| Sharpe Ratio | 0.09 | 0.89 | 0.81 | 2.56 | 0.04 | 0.41 | 0.07 |
| Correlation With Other Assets | 15.6% | 15.0% | -5.3% | -3.2% | 10.0% | 10.7% | |
ETFs used for asset classes: Sector ETF = XLK, Equity = SPY, Gold = GLD, Commodities = DBC, Real Estate = VNQ, Bitcoin = BTCUSD
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 5-Year Data
| IPM vs. Other Asset Classes (Last 5Y) | |||||||
|---|---|---|---|---|---|---|---|
| IPM | Sector ETF | Equity | Gold | Commodities | Real Estate | Bitcoin | |
| Annualized Return | -5.5% | 18.3% | 14.1% | 19.4% | 11.1% | 6.1% | 20.0% |
| Annualized Volatility | 100.9% | 24.6% | 17.1% | 15.6% | 18.7% | 18.8% | 48.1% |
| Sharpe Ratio | 0.40 | 0.67 | 0.66 | 1.00 | 0.47 | 0.23 | 0.45 |
| Correlation With Other Assets | 8.8% | 8.4% | -1.1% | 1.3% | 4.5% | 2.2% | |
ETFs used for asset classes: Sector ETF = XLK, Equity = SPY, Gold = GLD, Commodities = DBC, Real Estate = VNQ, Bitcoin = BTCUSD
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 10-Year Data
| IPM vs. Other Asset Classes (Last 10Y) | |||||||
|---|---|---|---|---|---|---|---|
| IPM | Sector ETF | Equity | Gold | Commodities | Real Estate | Bitcoin | |
| Annualized Return | -15.6% | 23.3% | 15.5% | 14.8% | 7.6% | 5.9% | 70.8% |
| Annualized Volatility | 155.9% | 24.2% | 18.0% | 14.8% | 17.6% | 20.8% | 55.7% |
| Sharpe Ratio | 0.60 | 0.88 | 0.75 | 0.83 | 0.35 | 0.25 | 0.91 |
| Correlation With Other Assets | 6.8% | 6.8% | 1.3% | 4.5% | 5.0% | 0.6% | |
ETFs used for asset classes: Sector ETF = XLK, Equity = SPY, Gold = GLD, Commodities = DBC, Real Estate = VNQ, Bitcoin = BTCUSD
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Returns Analyses
Earnings Returns History
Expand for More| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 11/12/2025 | -5.1% | -5.1% | -9.1% |
| 8/12/2025 | -2.0% | -2.5% | -5.5% |
| 3/24/2025 | -3.1% | -10.8% | -7.7% |
| 11/12/2024 | -7.1% | -7.6% | -3.5% |
| 8/13/2024 | 3.8% | 3.8% | -27.7% |
| 3/15/2024 | -14.3% | -50.5% | -23.6% |
| 11/7/2023 | 2.4% | 8.3% | 18.5% |
| 8/8/2023 | -3.4% | 16.2% | 21.8% |
| ... | |||
| SUMMARY STATS | |||
| # Positive | 10 | 8 | 7 |
| # Negative | 8 | 10 | 11 |
| Median Positive | 0.7% | 12.3% | 18.0% |
| Median Negative | -4.9% | -7.1% | -7.7% |
| Max Positive | 39.5% | 45.5% | 35.9% |
| Max Negative | -14.7% | -50.5% | -36.3% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 09/30/2025 | 11/12/2025 | 10-Q (09/30/2025) |
| 06/30/2025 | 08/12/2025 | 10-Q (06/30/2025) |
| 03/31/2025 | 05/14/2025 | 10-Q (03/31/2025) |
| 12/31/2024 | 03/24/2025 | 10-K (12/31/2024) |
| 09/30/2024 | 11/12/2024 | 10-Q (09/30/2024) |
| 06/30/2024 | 08/13/2024 | 10-Q (06/30/2024) |
| 03/31/2024 | 05/09/2024 | 10-Q (03/31/2024) |
| 12/31/2023 | 03/15/2024 | 10-K (12/31/2023) |
| 09/30/2023 | 11/07/2023 | 10-Q (09/30/2023) |
| 06/30/2023 | 08/08/2023 | 10-Q (06/30/2023) |
| 03/31/2023 | 05/09/2023 | 10-Q (03/31/2023) |
| 12/31/2022 | 03/23/2023 | 10-K (12/31/2022) |
| 09/30/2022 | 11/07/2022 | 10-Q (09/30/2022) |
| 06/30/2022 | 08/08/2022 | 10-Q (06/30/2022) |
| 03/31/2022 | 05/10/2022 | 10-Q (03/31/2022) |
| 12/31/2021 | 03/23/2022 | 10-K (12/31/2021) |
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.