Tearsheet

Investment Highlights Why It Matters Which of these 2 stories sounds closer for this stock?

1. Generates cash flow

The stock generated 4% or more of the share price (called cash flow yield), and shows moderate 10-15% or more growth.

2. Riding a trend

Think Tesla during the pandemic of 2020 when EVs were riding a cultural high, or Nvidia in the current AI boom, or even Figma. These companies don’t have enough yield, or, enough growth, or both - however - they are riding a trend. They have momentum. These can be more volatile - they don’t have the floor of strong cash flow


0   High stock price volatility
Vol 12M is 535%
0 High stock price volatility
Vol 12M is 535%

Market Valuation & Key Metrics

NIVF Stock


Return vs. Risk


Price Returns Compared

 202020212022202320242025Total [1]
Returns
NIVF Return------100%-100%
Peers Return14%37%-2%13%6%-5%73%
S&P 500 Return16%27%-19%24%23%16%110%

Monthly Win Rates [3]
NIVF Win Rate----25%11% 
Peers Win Rate32%43%28%33%35%51% 
S&P 500 Win Rate58%75%42%67%75%67% 

Max Drawdowns [4]
NIVF Max Drawdown------100% 
Peers Max Drawdown-38%-2%-21%-5%-11%-34% 
S&P 500 Max Drawdown-31%-1%-25%-1%-2%-15% 


[1] Cumulative total returns since the beginning of 2020
[2] Peers: ACHC, BMGL, NIVF, HCA, THC.
[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] 2025 data is for the year up to 10/30/2025 (YTD)

How Low Can It Go

NIVF has limited trading history. Below is the Health Care sector ETF (XLV) in its place.

Unique KeyEventXLVS&P 500
2022 Inflation Shock2022 Inflation Shock  
2022 Inflation Shock% Loss% Loss-16.1%-25.4%
2022 Inflation Shock% Gain to Breakeven% Gain to Breakeven19.1%34.1%
2022 Inflation ShockTime to BreakevenTime to Breakeven599 days464 days
2020 Covid Pandemic2020 Covid Pandemic  
2020 Covid Pandemic% Loss% Loss-28.8%-33.9%
2020 Covid Pandemic% Gain to Breakeven% Gain to Breakeven40.4%51.3%
2020 Covid PandemicTime to BreakevenTime to Breakeven116 days148 days
2018 Correction2018 Correction  
2018 Correction% Loss% Loss-15.8%-19.8%
2018 Correction% Gain to Breakeven% Gain to Breakeven18.8%24.7%
2018 CorrectionTime to BreakevenTime to Breakeven326 days120 days
2008 Global Financial Crisis2008 Global Financial Crisis  
2008 Global Financial Crisis% Loss% Loss-40.6%-56.8%
2008 Global Financial Crisis% Gain to Breakeven% Gain to Breakeven68.3%131.3%
2008 Global Financial CrisisTime to BreakevenTime to Breakeven1100 days1480 days

Compare to


In The Past

SPDR Select Sector Fund's stock fell -16.1% during the 2022 Inflation Shock from a high on 4/8/2022. A -16.1% loss requires a 19.1% 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.

About NewGenIvf (NIVF)

Trade Ideas

Select past ideas related to NIVF. For more, see Trefis Trade Ideas.

Unique KeyDateTickerCompanyCategoryTrade Strategy6M Fwd Rtn12M Fwd Rtn12M Max DD
ADMA_9302025_Dip_Buyer_ValueBuy09302025ADMAADMA BiologicsDip BuyDB | P/E OPMDip Buy with Low PE and High Margin
Buying dips for companies with tame PE and meaningfully high operating margin
5.9%5.9%-4.6%
REGN_9302025_Dip_Buyer_ValueBuy09302025REGNRegeneron PharmaceuticalsDip BuyDB | P/E OPMDip Buy with Low PE and High Margin
Buying dips for companies with tame PE and meaningfully high operating margin
16.1%16.1%-0.8%
HAE_9262025_Dip_Buyer_High_FCF_Yield_ExInd_DE_RevG09262025HAEHaemoneticsDip BuyDB | FCF Yield | Low D/EDip Buy with High Free Cash Flow Yield
Buying dips for companies with significant free cash flow yield (FCF / Market Cap) and reasonable debt / market cap
2.6%2.6%-0.1%
WAT_9192025_Monopoly_xInd_xCD_Getting_Cheaper09192025WATWatersMonopolyMY | Getting CheaperMonopoly-Like with P/S Decline
Large cap with monopoly-like margins or cash flow generation and getting cheaper based on P/S multiple
14.2%14.2%-4.3%
ISRG_9052025_Monopoly_xInd_xCD_Getting_Cheaper09052025ISRGIntuitive SurgicalMonopolyMY | Getting CheaperMonopoly-Like with P/S Decline
Large cap with monopoly-like margins or cash flow generation and getting cheaper based on P/S multiple
15.2%15.2%-8.0%
Unique KeyDateTickerCompanyCategoryTrade Strategy6M Fwd Rtn12M Fwd Rtn12M Max DD
ADMA_9302025_Dip_Buyer_ValueBuy09302025ADMAADMA BiologicsDip BuyDB | P/E OPMDip Buy with Low PE and High Margin
Buying dips for companies with tame PE and meaningfully high operating margin
5.9%5.9%-4.6%
REGN_9302025_Dip_Buyer_ValueBuy09302025REGNRegeneron PharmaceuticalsDip BuyDB | P/E OPMDip Buy with Low PE and High Margin
Buying dips for companies with tame PE and meaningfully high operating margin
16.1%16.1%-0.8%
HAE_9262025_Dip_Buyer_High_FCF_Yield_ExInd_DE_RevG09262025HAEHaemoneticsDip BuyDB | FCF Yield | Low D/EDip Buy with High Free Cash Flow Yield
Buying dips for companies with significant free cash flow yield (FCF / Market Cap) and reasonable debt / market cap
2.6%2.6%-0.1%
WAT_9192025_Monopoly_xInd_xCD_Getting_Cheaper09192025WATWatersMonopolyMY | Getting CheaperMonopoly-Like with P/S Decline
Large cap with monopoly-like margins or cash flow generation and getting cheaper based on P/S multiple
14.2%14.2%-4.3%
ISRG_9052025_Monopoly_xInd_xCD_Getting_Cheaper09052025ISRGIntuitive SurgicalMonopolyMY | Getting CheaperMonopoly-Like with P/S Decline
Large cap with monopoly-like margins or cash flow generation and getting cheaper based on P/S multiple
15.2%15.2%-8.0%

Recent Active Movers

Recent Active Movers

More From Trefis

Peer Comparisons for NewGenIvf

Financials

NIVFACHCBMGLHCATHCMedian
NameNewGenIvfAcadia H.Basel Me.HCA Heal.Tenet He. 
Mkt Price1.0821.801.57466.80208.6221.80
Mkt Cap-2.0-111.618.318.3
Rev LTM-3,230-72,69820,84620,846
Op Inc LTM-471-11,0783,3473,347
FCF LTM--311-7,2921,5021,502
FCF 3Y Avg--243-5,7041,6781,678
CFO LTM-425-11,9352,4782,478
CFO 3Y Avg-297-10,4512,5502,550

Growth & Margins

NIVFACHCBMGLHCATHCMedian
NameNewGenIvfAcadia H.Basel Me.HCA Heal.Tenet He. 
Rev Chg LTM-5.6%-6.4%-0.6%5.6%
Rev Chg 3Y Avg-9.7%-6.6%3.1%6.6%
Rev Chg Q-9.2%-6.4%3.2%6.4%
QoQ Delta Rev Chg LTM-2.3%-1.6%0.8%1.6%
Op Mgn LTM-14.6%-15.2%16.1%15.2%
Op Mgn 3Y Avg-16.6%-15.0%13.8%15.0%
QoQ Delta Op Mgn LTM--0.4%-0.1%0.4%0.1%
CFO/Rev LTM-13.2%-16.4%11.9%13.2%
CFO/Rev 3Y Avg-9.9%-15.4%12.3%12.3%
FCF/Rev LTM--9.6%-10.0%7.2%7.2%
FCF/Rev 3Y Avg--7.7%-8.4%8.1%8.1%

Valuation

NIVFACHCBMGLHCATHCMedian
NameNewGenIvfAcadia H.Basel Me.HCA Heal.Tenet He. 
Mkt Cap-2.0-111.618.318.3
P/S-0.6-1.50.90.9
P/EBIT-6.1-10.25.16.1
P/E-14.1-18.713.614.1
P/CFO-4.6-9.47.47.4
Total Yield-7.1%-6.0%7.4%7.1%
Dividend Yield-0.0%-0.6%0.0%0.0%
FCF Yield 3Y Avg--7.3%-6.6%13.5%6.6%
D/E-1.2-0.40.70.7
Net D/E-1.1-0.40.60.6

Returns

NIVFACHCBMGLHCATHCMedian
NameNewGenIvfAcadia H.Basel Me.HCA Heal.Tenet He. 
1M Rtn-39.7%-12.0%-13.7%9.5%2.7%-12.0%
3M Rtn148.3%0.1%-28.3%32.1%29.4%29.4%
6M Rtn-92.1%-4.3%-61.4%36.6%43.6%-4.3%
12M Rtn-99.9%-58.1%-30.4%32.0%-13.9%
3Y Rtn--73.2%-120.1%370.3%120.1%
1M Excs Rtn-44.1%-12.9%-10.6%7.9%2.0%-10.6%
3M Excs Rtn160.5%-6.0%-31.6%21.6%22.6%21.6%
6M Excs Rtn-113.9%-26.0%-83.2%14.8%21.9%-26.0%
12M Excs Rtn-117.0%-74.8%-14.8%32.4%-30.0%
3Y Excs Rtn--149.4%-46.5%327.0%46.5%

Financials

Short Interest

Short Interest: As Of Date10152025
Short Interest: Shares Quantity320,196
Short Interest: % Change Since 9302025391.9%
Average Daily Volume377,396
Days-to-Cover Short Interest1

SEC Filings

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Report DateFiling DateFiling
6302025100920256-K 6/30/2025
12312024422202520-F 12/31/2024
12312023820202420-F 12/31/2023
123120222142024424B3 12/31/2022

Insider Activity

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