Marwynn (MWYN)
Market Price (7/29/2026): $0.52 | Market Cap: $10.5 MilSector: Consumer Discretionary | Industry: Household Appliances
Marwynn (MWYN)
Market Price (7/29/2026): $0.52Market Cap: $10.5 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 105% Valuation becoming less expensiveP/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is -27% | Weak multi-year price returns2Y Excs Rtn is -122%, 3Y Excs Rtn is -152% | Penny stockMkt Price is 0.5 Not profitable at operating income levelOp Inc LTMOperating Income, Last Twelve Months is -7.3 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -52% Not cash flow generativeCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is -43%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -43% 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 -87% High stock price volatilityVol 12M is 116% Key risksMWYN key risks include [1] weak financial fundamentals, Show more. |
| Strong revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is 105% |
| Valuation becoming less expensiveP/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is -27% |
| Weak multi-year price returns2Y Excs Rtn is -122%, 3Y Excs Rtn is -152% |
| Penny stockMkt Price is 0.5 |
| Not profitable at operating income levelOp Inc LTMOperating Income, Last Twelve Months is -7.3 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -52% |
| Not cash flow generativeCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is -43%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -43% |
| 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 -87% |
| High stock price volatilityVol 12M is 116% |
| Key risksMWYN key risks include [1] weak financial fundamentals, Show more. |
Qualitative Assessment
AI Analysis | Feedback
Marwynn (MWYN) stock has lost about 35% since 3/31/2026 because of the following key factors:
1. Persistent Net Losses and Negative Profitability Metrics.
Marwynn continued to report significant financial underperformance. The company announced a net loss of $548.3k for fiscal Q3 2026, which ended on January 31, 2026, representing a 38.8% decline from the prior quarter. For the trailing 12 months ending January 31, 2026, the company recorded a net loss of -$8.14 million. Marwynn also demonstrated a negative Return on Equity (ROE) of -306.23% as of July 8, 2026.
2. Risk of Nasdaq Delisting Due to Low Share Price.
Throughout much of the specified period, Marwynn faced the threat of delisting from the Nasdaq Stock Market. The company had received a notice on January 29, 2026, that its common stock had closed below $1.00 per share for 30 consecutive business days, initiating a 180-day compliance period that ended on July 28, 2026. Although Marwynn regained compliance on July 10, 2026, by maintaining a closing bid price of at least $1.00 for 10 consecutive business days, the lingering uncertainty over its listing status likely pressured the stock.
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Marwynn (MWYN) stock has lost about 35% since 3/31/2026 because of the following key factors:
1. Persistent Net Losses and Negative Profitability Metrics.
Marwynn continued to report significant financial underperformance. The company announced a net loss of $548.3k for fiscal Q3 2026, which ended on January 31, 2026, representing a 38.8% decline from the prior quarter. For the trailing 12 months ending January 31, 2026, the company recorded a net loss of -$8.14 million. Marwynn also demonstrated a negative Return on Equity (ROE) of -306.23% as of July 8, 2026.
2. Risk of Nasdaq Delisting Due to Low Share Price.
Throughout much of the specified period, Marwynn faced the threat of delisting from the Nasdaq Stock Market. The company had received a notice on January 29, 2026, that its common stock had closed below $1.00 per share for 30 consecutive business days, initiating a 180-day compliance period that ended on July 28, 2026. Although Marwynn regained compliance on July 10, 2026, by maintaining a closing bid price of at least $1.00 for 10 consecutive business days, the lingering uncertainty over its listing status likely pressured the stock.
3. Negative Analyst and AI-Driven Sentiment.
Analyst coverage and AI-powered sentiment for Marwynn were overwhelmingly negative during the period. As of July 18, 2026, the sole Wall Street analyst covering Marwynn issued a "Sell" rating. Furthermore, Danelfin's AI model assigned Marwynn a "Strong Sell" rating (2/10) on July 24, 2026, indicating a 42% probability of the stock outperforming the market in the subsequent three months, which was 8% below the average probability for other stocks.
4. High Execution Risk from Strategic Diversification.
Despite announcements of new strategic ventures, these shifts likely introduced considerable execution risk for Marwynn. In fiscal Q4 2026, on April 23, 2026, the company announced the formation of NexaCore Technologies, a subsidiary for AI computing infrastructure. In fiscal Q1 2027, on May 1, 2026, Marwynn further expanded into battery recycling with plans for an EcoLoopX black mass production facility. While initially met with positive stock movements (e.g., +23.02% on April 23, 2026, and +14.52% on May 1, 2026), these ambitious pivots into highly competitive and capital-intensive sectors represent a significant departure from Marwynn's traditional focus on food/beverage and home improvement, raising questions about the company's ability to successfully execute with its current resources and small employee base of 27.
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Stock Movement Drivers
Fundamental Drivers
The -34.2% change in MWYN stock from 3/31/2026 to 7/28/2026 was primarily driven by a -34.2% change in the company's P/S Multiple.| (LTM values as of) | 3312026 | 7282026 | Change |
|---|---|---|---|
| Stock Price ($) | 0.74 | 0.49 | -34.2% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 14 | 14 | 0.0% |
| P/S Multiple | 1.1 | 0.7 | -34.2% |
| Shares Outstanding (Mil) | 20 | 20 | 0.0% |
| Cumulative Contribution | -34.2% |
Market Drivers
3/31/2026 to 7/28/2026| Return | Correlation | |
|---|---|---|
| MWYN | -34.2% | |
| Market (SPY) | 13.9% | -16.5% |
| Sector (XLY) | 3.2% | -22.9% |
Fundamental Drivers
The -41.6% change in MWYN stock from 12/31/2025 to 7/28/2026 was primarily driven by a -35.1% change in the company's P/S Multiple.| (LTM values as of) | 12312025 | 7282026 | Change |
|---|---|---|---|
| Stock Price ($) | 0.84 | 0.49 | -41.6% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 13 | 14 | 5.7% |
| P/S Multiple | 1.1 | 0.7 | -35.1% |
| Shares Outstanding (Mil) | 17 | 20 | -14.9% |
| Cumulative Contribution | -41.6% |
Market Drivers
12/31/2025 to 7/28/2026| Return | Correlation | |
|---|---|---|
| MWYN | -41.6% | |
| Market (SPY) | 8.9% | -3.6% |
| Sector (XLY) | -5.6% | -10.7% |
Fundamental Drivers
The -72.3% change in MWYN stock from 6/30/2025 to 7/28/2026 was primarily driven by a -15.8% change in the company's Shares Outstanding (Mil).| (LTM values as of) | 6302025 | 7282026 | Change |
|---|---|---|---|
| Stock Price ($) | 1.77 | 0.49 | -72.3% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | � | 14 | 0.0% |
| P/S Multiple | � | 0.7 | 0.0% |
| Shares Outstanding (Mil) | 17 | 20 | -15.8% |
| Cumulative Contribution | 0.0% |
Market Drivers
6/30/2025 to 7/28/2026| Return | Correlation | |
|---|---|---|
| MWYN | -72.3% | |
| Market (SPY) | 20.9% | 1.2% |
| Sector (XLY) | 4.1% | -7.9% |
Fundamental Drivers
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Market Drivers
6/30/2023 to 7/28/2026| Return | Correlation | |
|---|---|---|
| MWYN | ||
| Market (SPY) | 73.0% | 1.2% |
| Sector (XLY) | 35.5% | -3.8% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| MWYN Return | - | - | - | - | -80% | -21% | -85% |
| Peers Return | 14% | -12% | 52% | 15% | -11% | 7% | 67% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 8% | 97% |
Monthly Win Rates [3] | |||||||
| MWYN Win Rate | - | - | - | - | 20% | 43% | |
| Peers Win Rate | 53% | 31% | 62% | 60% | 50% | 61% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 43% | |
Max Drawdowns [4] | |||||||
| MWYN Max Drawdown | - | - | - | - | - | -49% | |
| Peers Max Drawdown | -27% | -39% | -24% | -22% | -33% | -33% | |
| S&P 500 Max Drawdown | -5% | -25% | -10% | -8% | -19% | -9% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: MBC, FND, PFGC, USFD.
[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 7/28/2026 (YTD)
How Low Can It Go
MWYN has limited trading history. Below is the Consumer Discretionary sector ETF (XLY) in its place.
| Event | XLY | S&P 500 |
|---|---|---|
| 2025 US Tariff Shock | ||
| % Loss | -21.8% | -18.8% |
| % Gain to Breakeven | 27.9% | 23.1% |
| Time to Breakeven | 105 days | 79 days |
| 2024 Yen Carry Trade Unwind | ||
| % Loss | -11.2% | -7.8% |
| % Gain to Breakeven | 12.6% | 8.5% |
| Time to Breakeven | 37 days | 18 days |
| Summer-Fall 2023 Five Percent Yield Shock | ||
| % Loss | -13.6% | -9.5% |
| % Gain to Breakeven | 15.8% | 10.5% |
| Time to Breakeven | 42 days | 24 days |
| 2022 Inflation Shock & Fed Tightening | ||
| % Loss | -35.9% | -24.5% |
| % Gain to Breakeven | 56.0% | 32.4% |
| Time to Breakeven | 874 days | 427 days |
| 2020 COVID-19 Crash | ||
| % Loss | -33.9% | -33.7% |
| % Gain to Breakeven | 51.3% | 50.9% |
| Time to Breakeven | 82 days | 140 days |
| Q4 2018 Fed Policy Error / Growth Scare | ||
| % Loss | -19.6% | -19.2% |
| % Gain to Breakeven | 24.4% | 23.8% |
| Time to Breakeven | 98 days | 105 days |
In The Past
State Street Consumer Discretionary Select Sector SPDR ETF's stock fell -21.8% during the 2025 US Tariff Shock. Such a loss loss requires a 27.9% gain to breakeven.
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MWYN has limited trading history. Below is the Consumer Discretionary sector ETF (XLY) in its place.
| Event | XLY | S&P 500 |
|---|---|---|
| 2025 US Tariff Shock | ||
| % Loss | -21.8% | -18.8% |
| % Gain to Breakeven | 27.9% | 23.1% |
| Time to Breakeven | 105 days | 79 days |
| 2022 Inflation Shock & Fed Tightening | ||
| % Loss | -35.9% | -24.5% |
| % Gain to Breakeven | 56.0% | 32.4% |
| Time to Breakeven | 874 days | 427 days |
| 2020 COVID-19 Crash | ||
| % Loss | -33.9% | -33.7% |
| % Gain to Breakeven | 51.3% | 50.9% |
| Time to Breakeven | 82 days | 140 days |
| 2008-2009 Global Financial Crisis | ||
| % Loss | -51.0% | -53.4% |
| % Gain to Breakeven | 104.3% | 114.4% |
| Time to Breakeven | 372 days | 1085 days |
In The Past
State Street Consumer Discretionary Select Sector SPDR ETF's stock fell -21.8% during the 2025 US Tariff Shock. Such a loss loss requires a 27.9% 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 Marwynn (MWYN)
Marwynn Holdings, Inc. (MWYN) is a holding company that operates primarily through its two wholly-owned subsidiaries, FuAn Enterprise, Inc. and Grand Forest Cabinetry Inc. Both subsidiaries are engaged in the supply chain business, with Marwynn aiming to establish itself as a leading supply chain company in the U.S. for two distinct sectors: food and non-alcoholic beverages, and indoor home improvement products.
FuAn Enterprise specializes in the food and non-alcoholic beverage supply chain, connecting businesses between Asia and the U.S. Its services encompass sourcing Asian food, snacks, and non-alcoholic beverages, and distributing these branded goods to mainstream markets, grocery stores, and wholesale/warehouse clubs across the U.S. FuAn also offers supply chain consulting and market expansion support, aspiring to be a leading importer and distributor of Asian culinary products to the American market.
Grand Forest Cabinetry focuses on the indoor home improvement supply chain. It sources kitchen cabinets, flooring, and other home improvement products from international suppliers, emphasizing affordable luxury, aesthetics, and practicality. Grand Forest distributes these products to customers, primarily in the San Francisco Bay Area, with strategic plans for expansion throughout California and across the wider U.S. market.
AI Analysis | Feedback
Here are 1-3 brief analogies to describe Marwynn (MWYN):
- Like a specialized Sysco or UNFI (major food distributors), but focused on importing and distributing Asian food and non-alcoholic beverages to U.S. markets.
- Essentially an international Costco Business Center for niche products, sourcing and distributing Asian food and home improvement goods to U.S. businesses.
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- Food and Non-Alcoholic Beverage Supply Chain Services: Facilitates the sourcing, distribution, consulting, and market expansion for Asian food, snacks, and non-alcoholic beverages in the U.S.
- Kitchen Cabinets: Distributes kitchen cabinets sourced from international suppliers.
- Flooring: Distributes flooring products sourced from international suppliers.
- Home Improvement Products: Distributes various indoor home improvement products sourced internationally.
AI Analysis | Feedback
Marwynn (MWYN) primarily sells to other companies (Business-to-Business or B2B).
Based on the provided information, Marwynn's major customers are categories of businesses, as specific customer company names are not disclosed in the background description. Through its subsidiary FuAn Enterprise, Inc., Marwynn serves the following types of customers:
- Mainstream markets
- Grocery stores
- Wholesale/warehouse clubs
For its subsidiary Grand Forest Cabinetry Inc., the description states that products are distributed "to customers primarily in the San Francisco Bay Area," but does not specify the types or names of these business customers.
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The key risks to Marwynn's business include:
-
Dependence on International Supply Chains and Geopolitical/Trade Risks: Marwynn's subsidiaries, FuAn and Grand Forest, heavily rely on sourcing products from international suppliers, particularly from Asia for FuAn's food and non-alcoholic beverages and from international suppliers for Grand Forest's home improvement products. This reliance exposes the company to significant risks related to geopolitical tensions, trade disputes, tariffs, changes in import/export regulations, and potential disruptions in global shipping and logistics, which could lead to increased costs, delays, or an inability to source critical products.
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Sensitivity to Economic Conditions and Housing Market Volatility: Grand Forest Cabinetry Inc., Marwynn's indoor home improvement subsidiary, focuses on providing kitchen cabinets, flooring, and other home improvement products. The demand for these products is highly cyclical and directly influenced by the health of the housing market, interest rates, and general consumer spending on home renovations. A downturn in the real estate market or broader economic recession could significantly reduce demand for Grand Forest's products and services, negatively impacting Marwynn's overall financial performance.
-
Intense Competition: Both of Marwynn's operating subsidiaries face significant competition in their respective markets. FuAn competes in the established food and non-alcoholic beverage supply chain and distribution market, going up against larger, more established distributors. Grand Forest operates in the highly competitive indoor home improvement product sector, particularly in the San Francisco Bay Area, competing with numerous local and national suppliers and retailers. Intense competition could lead to pricing pressures, reduced profit margins, and challenges in expanding market share.
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The increasing trend among major U.S. retailers and large-scale customers (such as home builders) to establish their own direct sourcing channels from international manufacturers, combined with the emergence of global e-commerce platforms that facilitate direct-to-consumer or direct-to-business transactions from overseas suppliers, poses a significant threat of disintermediation to Marwynn's role as a supply chain intermediary for both its FuAn and Grand Forest subsidiaries.
AI Analysis | Feedback
Marwynn (symbol: MWYN) operates in two primary sectors: food and non-alcoholic beverages, and indoor home improvement products.
The addressable markets for Marwynn's main products and services in the U.S. are as follows:
- Food and Non-Alcoholic Beverages (through FuAn Enterprise, Inc.):
- The U.S. Asian food market is valued at US$38.1 billion in 2025, with projections to grow to US$52.5 billion by 2032. This market is projected to record a compound annual growth rate (CAGR) of 4.7% during the forecast period from 2025 to 2032.
- The U.S. non-alcoholic beverages market was estimated at USD 280.2 billion in 2023 and is expected to reach USD 298.4 billion in 2024. It is projected to grow at a CAGR of 7.4% from 2024 to 2030, reaching USD 457.0 billion by 2030.
- Indoor Home Improvement Products (through Grand Forest Cabinetry Inc.):
- The U.S. kitchen cabinets market is expected to reach USD 43.03 billion by 2032.
- The U.S. flooring market size was valued at USD 117.31 billion in 2025 and is anticipated to reach USD 123.90 billion in 2026, with projections to reach USD 191.89 billion by 2034.
- The broader U.S. home improvement market, which includes various home improvement products, was valued at USD 534.57 billion in 2024, anticipated to reach USD 549.27 billion in 2025, and projected to reach USD 682.40 billion by 2033.
AI Analysis | Feedback
For Marwynn Holdings, Inc. (MWYN), the following are expected drivers of future revenue growth over the next 2-3 years:
- Expansion into the E-waste and Recyclable Materials Reverse Supply Chain Business: Marwynn is actively expanding its business operations into the electronic waste and recyclable materials sector. This includes plans to establish an asset-light reverse supply chain model and the signing of a letter of intent to acquire a majority stake in DJ Mex Corp., an e-waste firm. This new segment represents a significant diversification and a new avenue for revenue generation.
- Expansion of FuAn Enterprise's Distribution Network and Market Penetration in the U.S.: FuAn Enterprise, Inc., Marwynn's wholly-owned subsidiary specializing in the food and non-alcoholic beverage supply chain, aims to become a leading importer and distributor of Asian foods and non-alcoholic beverages to the U.S. markets. This involves expanding its comprehensive supply chain services to include sourcing, distributing branded goods to mainstream markets, grocery stores, and wholesale/warehouse clubs across the U.S. This expansion of distribution channels and increased market penetration within its existing product categories are expected to drive revenue growth.
- Growth in Supply Chain Consulting and Market Expansion Support Services by FuAn: FuAn also provides supply chain consulting and market expansion support for businesses, particularly those connecting between Asia and the U.S. As businesses increasingly seek expertise in navigating complex international supply chains and expanding into new markets, the demand for these specialized consulting and support services is anticipated to contribute to Marwynn's revenue growth.
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Share Issuance
- Marwynn completed an Initial Public Offering (IPO) on Nasdaq on March 13, 2025, raising $8 million in gross proceeds by offering 2 million shares at $4 per share.
- On April 30, 2024, Marwynn issued 14,508,004 shares of its common stock to the stockholders of FuAn, Grand Forest, and KZS as part of a reorganization.
- In November 2025, the company approved a private placement of up to $5,000,000, which could result in the issuance of up to 50,000,000 shares of common stock, including warrant exercises, at prices starting from $0.30 per share.
Outbound Investments
- In February 2026, Marwynn Holdings signed a Letter of Intent to acquire a majority stake in DJ Mex Corp. to expand its EcoLoopX Circular Supply-Chain Platform.
- In November 2025, Marwynn announced the expansion of its E-Waste Reverse Supply Chain Business and formed a wholly-owned subsidiary for this purpose.
Capital Expenditures
- Capital expenditures were reported as -$0.07 million in 2025 and -$0.13 million in 2024.
- In the last 12 months, capital expenditures amounted to approximately -$69,852.
- Proceeds from the March 2025 IPO are intended for supply chain enhancements, business expansion, sales and distribution growth, talent development and retention, working capital, and other general corporate purposes.
Latest Trefis Analyses
| Title | Date | |
|---|---|---|
| DASHBOARDS | ||
| Marwynn Stock Drop Looks Sharp, But How Deep Can It Go? | 10/17/2025 |
| Title | |
|---|---|
| ARTICLES |
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Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 56.81 |
| Mkt Cap | 6.1 |
| Rev LTM | 4,676 |
| Op Inc LTM | 252 |
| FCF LTM | 105 |
| FCF 3Y Avg | 470 |
| CFO LTM | 420 |
| CFO 3Y Avg | 878 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 3.7% |
| Rev Chg 3Y Avg | 3.4% |
| Rev Chg Q | 2.8% |
| QoQ Delta Rev Chg LTM | 0.7% |
| Op Inc Chg LTM | 0.2% |
| Op Inc Chg 3Y Avg | -3.4% |
| Op Mgn LTM | 3.1% |
| Op Mgn 3Y Avg | 4.4% |
| QoQ Delta Op Mgn LTM | -0.2% |
| CFO/Rev LTM | 3.2% |
| CFO/Rev 3Y Avg | 5.9% |
| FCF/Rev LTM | 1.5% |
| FCF/Rev 3Y Avg | 2.7% |
Segment Financials
Revenue by Segment| $ Mil | 2025 | 2024 | 2023 |
|---|---|---|---|
| Sale of indoor home improvement products | 10 | 9 | 7 |
| Sale of food and beverage | 1 | 3 | 4 |
| Consulting services | 0 | 0 | 0 |
| Total | 11 | 12 | 11 |
| $ Mil | 2025 | 2024 | 2023 |
|---|---|---|---|
| Consulting services | -0 | 0 | 0 |
| Sale of food and beverage | -1 | 1 | 1 |
| Sale of indoor home improvement products | -4 | 1 | 0 |
| Total | -4 | 1 | 1 |
| $ Mil | 2025 | 2024 | 2023 |
|---|---|---|---|
| Consulting services | -0 | 0 | 0 |
| Sale of food and beverage | -1 | 1 | 0 |
| Sale of indoor home improvement products | -4 | 0 | 0 |
| Total | -4 | 1 | 1 |
| $ Mil | 2025 | 2024 | 2023 |
|---|---|---|---|
| Sale of indoor home improvement products | 14 | 11 | 7 |
| Sale of food and beverage | 1 | 2 | 1 |
| Consulting services | 0 | 0 | 0 |
| Total | 15 | 13 | 7 |
Price Behavior
| Market Price | $0.49 | |
| Market Cap ($ Bil) | 0.0 | |
| First Trading Date | 03/13/2025 | |
| Distance from 52W High | -64.5% | |
| 50 Days | 200 Days | |
| DMA Price | $1.02 | $2.67 |
| DMA Trend | down | up |
| Distance from DMA | -51.8% | -81.6% |
| 3M | 1YR | |
| Volatility | 124.5% | 116.1% |
| Downside Capture | -172.05 | 165.20 |
| Upside Capture | -186.08 | 25.61 |
| Correlation (SPY) | -12.5% | 0.5% |
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | -2.58 | -1.75 | -1.86 | -0.27 | 0.11 | 0.22 |
| Up Beta | -4.22 | -2.35 | -1.22 | -0.60 | -0.82 | 0.15 |
| Down Beta | -2.11 | -3.06 | -2.68 | 0.11 | -2.14 | -1.73 |
| Up Capture | -52% | 137% | -40% | 6% | 82% | -3% |
| Bmk +ve Days | 11 | 24 | 40 | 67 | 140 | 429 |
| Stock +ve Days | 11 | 25 | 32 | 58 | 104 | 147 |
| Down Capture | -407% | -394% | -479% | -77% | 154% | 62% |
| Bmk -ve Days | 10 | 17 | 23 | 58 | 112 | 321 |
| Stock -ve Days | 8 | 13 | 28 | 63 | 138 | 168 |
[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 MWYN | |
|---|---|---|---|---|
| MWYN | -62.2% | 116.0% | -0.34 | - |
| Sector ETF (XLY) | 0.6% | 19.3% | -0.09 | -8.8% |
| Equity (SPY) | 17.3% | 12.7% | 0.99 | 0.2% |
| Gold (GLD) | 20.2% | 28.1% | 0.64 | 8.8% |
| Commodities (DBC) | 29.1% | 19.5% | 1.19 | 4.1% |
| Real Estate (VNQ) | 14.4% | 14.1% | 0.72 | 2.7% |
| Bitcoin (BTCUSD) | -46.4% | 42.9% | -1.33 | 13.4% |
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Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with MWYN | |
|---|---|---|---|---|
| MWYN | -34.2% | 139.3% | -0.32 | - |
| Sector ETF (XLY) | 5.5% | 24.0% | 0.19 | -4.0% |
| Equity (SPY) | 12.9% | 17.1% | 0.58 | 1.0% |
| Gold (GLD) | 16.9% | 18.4% | 0.74 | 3.2% |
| Commodities (DBC) | 9.1% | 19.5% | 0.36 | 3.6% |
| Real Estate (VNQ) | 2.9% | 18.9% | 0.05 | -0.8% |
| Bitcoin (BTCUSD) | 16.2% | 53.4% | 0.48 | 6.7% |
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Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with MWYN | |
|---|---|---|---|---|
| MWYN | -18.9% | 139.3% | -0.32 | - |
| Sector ETF (XLY) | 11.9% | 22.1% | 0.49 | -4.0% |
| Equity (SPY) | 14.9% | 17.9% | 0.71 | 1.0% |
| Gold (GLD) | 11.3% | 16.1% | 0.57 | 3.2% |
| Commodities (DBC) | 6.8% | 18.0% | 0.30 | 3.6% |
| Real Estate (VNQ) | 5.2% | 20.7% | 0.21 | -0.8% |
| Bitcoin (BTCUSD) | 57.5% | 66.2% | 0.98 | 6.7% |
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Returns Analyses
Earnings Returns History
Updated 6/2/2026| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| SUMMARY STATS | |||
| # Positive | 0 | 0 | 0 |
| # Negative | 0 | 0 | 0 |
| Median Positive | |||
| Median Negative | |||
| Max Positive | |||
| Max Negative | |||
| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| SUMMARY STATS | |||
| # Positive | 0 | 0 | 0 |
| # Negative | 0 | 0 | 0 |
| Median Positive | |||
| Median Negative | |||
| Max Positive | |||
| Max Negative | |||
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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