NextBoat (NXB)
Market Price (10/5/2026): $1.7 | Market Cap: $42.1 MilSector: Consumer Discretionary | Industry: Automotive Retail
NextBoat (NXB)
Market Price (10/5/2026): $1.7Market Cap: $42.1 MilSector: Consumer DiscretionaryIndustry: Automotive Retail
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 31% Megatrend and thematic driversMegatrends include Electric Vehicles & Autonomous Driving, Hydrogen Economy, and Battery Technology & Metals. Themes include Autonomous Marine Technology, Show more. | Weak multi-year price returns2Y Excs Rtn is -58%, 3Y Excs Rtn is -104% | Not profitable at operating income levelOp Inc LTMOperating Income, Last Twelve Months is -5.4 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -3.6% Debt is significantNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 149% Not cash flow generativeCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is -12%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -15% 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 -21% Key risksNXB key risks include [1] its reliance on key, Show more. |
| Strong revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is 31% |
| Megatrend and thematic driversMegatrends include Electric Vehicles & Autonomous Driving, Hydrogen Economy, and Battery Technology & Metals. Themes include Autonomous Marine Technology, Show more. |
| Weak multi-year price returns2Y Excs Rtn is -58%, 3Y Excs Rtn is -104% |
| Not profitable at operating income levelOp Inc LTMOperating Income, Last Twelve Months is -5.4 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -3.6% |
| Debt is significantNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 149% |
| Not cash flow generativeCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is -12%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -15% |
| 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 -21% |
| Key risksNXB key risks include [1] its reliance on key, Show more. |
Qualitative Assessment
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NextBoat (NXB) stock has lost about 15% since 6/30/2026 because of the following key factors:
1. Continued Net Losses and Weak Financial Health. NextBoat reported a net loss of US$1.87 million in fiscal Q2 2026 (ended June 30, 2026), a 438% decline from a profit in fiscal Q2 2025, and an EPS loss of -$0.05. The company also maintains a high debt-to-equity ratio of 6.63 and a distressed Altman Z-Score of 1.52, reflecting ongoing challenges in profitability and financial strength.
2. Investor Focus on Rising Costs and Weak Margins Despite Revenue Growth. Despite achieving record fiscal Q2 2026 revenue of $59.1 million, an 88.4% year-over-year increase, and a 138% surge in unit sales, NextBoat's shares fell 5.48% after-hours on August 13, 2026. This decline was driven by investor concerns over rising costs and weak profit margins amidst the company's rapid expansion efforts.
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NextBoat (NXB) stock has lost about 15% since 6/30/2026 because of the following key factors:
1. Continued Net Losses and Weak Financial Health. NextBoat reported a net loss of US$1.87 million in fiscal Q2 2026 (ended June 30, 2026), a 438% decline from a profit in fiscal Q2 2025, and an EPS loss of -$0.05. The company also maintains a high debt-to-equity ratio of 6.63 and a distressed Altman Z-Score of 1.52, reflecting ongoing challenges in profitability and financial strength.
2. Investor Focus on Rising Costs and Weak Margins Despite Revenue Growth. Despite achieving record fiscal Q2 2026 revenue of $59.1 million, an 88.4% year-over-year increase, and a 138% surge in unit sales, NextBoat's shares fell 5.48% after-hours on August 13, 2026. This decline was driven by investor concerns over rising costs and weak profit margins amidst the company's rapid expansion efforts.
3. Market Skepticism Regarding Future Profitability and Share Dilution. NextBoat's Price-to-Sales (P/S) ratio of approximately 0.34x remains below its historical median of 0.48x and the industry median, indicating market skepticism about its near-term revenue growth prospects and ability to achieve sustained profitability. Additionally, the company filed a follow-on equity offering on August 29, 2026, which can lead to share dilution and further downward pressure on the stock.
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Stock Movement Drivers
Fundamental Drivers
The -17.0% change in NXB stock from 6/30/2026 to 10/4/2026 was primarily driven by a -30.9% change in the company's P/S Multiple.| (LTM values as of) | 6302026 | 10042026 | Change |
|---|---|---|---|
| Stock Price ($) | 2.30 | 1.91 | -17.0% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 122 | 150 | 22.6% |
| P/S Multiple | 0.5 | 0.3 | -30.9% |
| Shares Outstanding (Mil) | 24 | 25 | -1.9% |
| Cumulative Contribution | -17.0% |
Market Drivers
6/30/2026 to 10/4/2026| Return | Correlation | |
|---|---|---|
| NXB | -17.0% | |
| Market (SPY) | 3.1% | 9.4% |
| Sector (XLY) | -6.2% | -0.2% |
Fundamental Drivers
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Market Drivers
3/31/2026 to 10/4/2026| Return | Correlation | |
|---|---|---|
| NXB | ||
| Market (SPY) | 18.6% | 9.4% |
| Sector (XLY) | 1.2% | 10.8% |
Fundamental Drivers
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Market Drivers
9/30/2025 to 10/4/2026| Return | Correlation | |
|---|---|---|
| NXB | ||
| Market (SPY) | 16.5% | 9.4% |
| Sector (XLY) | -7.6% | 10.8% |
Fundamental Drivers
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Market Drivers
9/30/2023 to 10/4/2026| Return | Correlation | |
|---|---|---|
| NXB | ||
| Market (SPY) | 86.2% | 9.4% |
| Sector (XLY) | 39.8% | 10.8% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| NXB Return | - | - | - | - | - | -18% | -18% |
| Peers Return | 41% | -1% | 36% | 15% | -14% | -33% | 26% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 12% | 104% |
Monthly Win Rates [3] | |||||||
| NXB Win Rate | - | - | - | - | - | 25% | |
| Peers Win Rate | 60% | 54% | 58% | 54% | 52% | 36% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 44% | |
Max Drawdowns [4] | |||||||
| NXB Max Drawdown | - | - | - | - | - | - | |
| Peers Max Drawdown | -24% | -31% | -28% | -24% | -36% | -47% | |
| S&P 500 Max Drawdown | -5% | -25% | -10% | -8% | -19% | -9% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: MUSA, AN, GPI, ANE, CRMT.
[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 10/2/2026 (YTD)
How Low Can It Go
NXB 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.
Preserve Wealth
Limiting losses and compounding gains is essential to preserving wealth.
Asset Allocation
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NXB 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 NextBoat (NXB)
NextBoat (NXB) is a premier yacht and boat dealership that specializes in the comprehensive buying, selling, and wholesaling of marine vessels. Founded in 2012, the company has rapidly grown to become one of the largest marine wholesalers and a nationally recognized leader in the industry, earning accolades such as being named one of the 500 fastest-growing companies in the U.S. and a Top 100 Dealer by Boating Industry magazine. NextBoat operates across eight locations and employs 35 sales representatives, facilitating over 400 vessel transactions each year.
The company’s core business revolves around connecting buyers and sellers of yachts and boats, serving a broad market of individuals and businesses within the marine industry. NextBoat generates over $90 million in annual sales by emphasizing a commitment to excellence, integrity, and client satisfaction. Its success is driven by a team of highly skilled professionals who are passionate about the boating industry and dedicated to building strong client relationships, establishing NextBoat as a trusted leader in the market.
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Analogy 1: CarMax for boats
Analogy 2: Camping World for boats
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- Buying Yachts and Boats: NextBoat acquires various marine vessels for inventory.
- Selling Yachts and Boats: NextBoat facilitates the retail sale of yachts and boats to customers.
- Wholesaling Yachts and Boats: NextBoat distributes marine vessels in bulk to other dealers or businesses.
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NextBoat (NXB) operates as both a premier yacht and boat dealership and a significant marine wholesaler. While the company description highlights its role as "one of the largest marine wholesaler in the industry," it also indicates direct sales through its dealership operations. Since specific customer company names are not provided in the background, and NextBoat serves both business-to-business (B2B) and business-to-consumer (B2C) markets, its major customers can be categorized as follows:
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Other Marine Businesses (Wholesale Buyers): As a leading marine wholesaler, NextBoat's major B2B customers include other boat dealerships, marine brokers, and potentially boat rental or charter companies. These entities purchase yachts and boats from NextBoat for their own inventory, resale to end-users, or for inclusion in their operational fleets.
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High-Net-Worth Individuals & Yacht Enthusiasts: As a "premier yacht and boat dealership," NextBoat sells high-value yachts and luxury boats directly to affluent individuals and discerning enthusiasts who seek premium vessels for personal leisure, recreation, or travel.
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Recreational Boaters: NextBoat also serves individual and family customers looking for a range of boats for recreational purposes, such as fishing, cruising, or watersports. This category represents the direct sales aspect of its dealership operations for general boating enthusiasts.
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Brian Scott John, Chief Executive Officer
Brian Scott John serves as the CEO and a Director of NextBoat Inc.. He has been instrumental in the company's strategic direction, leading its corporate rebrand from Off The Hook YS Inc. to NextBoat Inc. in May 2026. Mr. John has emphasized NextBoat's evolution into an AI-powered platform designed to modernize the fragmented pre-owned boat market through technology, automation, financing, logistics, and data infrastructure. He envisions the company building a technology platform to empower marine entrepreneurs to buy and sell boats more efficiently.
Chad Corbin, Chief Financial Officer
Chad Corbin is the Chief Financial Officer of NextBoat Inc.. He is involved in the financial reporting and strategic financial management of the company, participating in earnings calls. His compensation includes Restricted Stock Units (RSUs) as part of his equity.
Jason Ruegg, Founder, President & Chairman of the Board
Jason Ruegg founded Off The Hook Yachts, LLC, in 2012, which later rebranded as NextBoat Inc. He started the business by "flipping" used boats during his college years, combining his knowledge in business and marketing with a passion for boating. His vision for the company was to provide premier service in the buying, selling, and trading of used boats. Mr. Ruegg continues to be a key figure in the company's strategic growth, including significant acquisitions aimed at operational expansion. He also played a role in the company going public, ringing the closing bell at the New York Stock Exchange.
Blake R. Phillips, Chief Operating Officer
Blake R. Phillips is the Chief Operating Officer of NextBoat Inc.. He is focused on building the foundational infrastructure for the boating market, utilizing technology, automation, and artificial intelligence to connect buyers, sellers, dealers, brokers, lenders, and service providers. Mr. Phillips highlights the company's transition to an AI-driven platform as a way to achieve scalable efficiency without the traditional overhead of brick-and-mortar dealerships.
Andrew Simmons, Executive VP & Director
Andrew Simmons holds the position of Executive VP and Director at NextBoat Inc..
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- Sensitivity to Economic Conditions and Discretionary Consumer Spending: As a premier yacht and boat dealership, NextBoat's business is highly susceptible to fluctuations in the economy and consumer discretionary spending. Purchases of yachts and boats are typically significant luxury expenditures that consumers often defer or cancel during periods of economic uncertainty, recessions, rising interest rates, or decreased consumer wealth. A downturn in economic conditions could significantly reduce demand for NextBoat's products and services, negatively impacting its revenue and profitability.
- Intense Competition in the Marine Dealership Industry: Despite its recognition as a leading marine wholesaler and a Top 100 Dealer, NextBoat operates in a competitive market. The presence of numerous other dealerships, both large and small, as well as potential new entrants or evolving sales models (e.g., online marketplaces), could lead to pricing pressures, increased marketing costs, and challenges in maintaining or growing market share. This intense competition could erode profit margins and limit growth opportunities.
- Reliance on Key Sales Personnel and Maintaining Company Reputation: NextBoat emphasizes its "highly skilled professionals" and a business model built on "relationship-building" and client satisfaction. The loss of key sales representatives or other essential personnel could disrupt operations and client relationships. Furthermore, any damage to the company's reputation for integrity, service, or quality, whether through negative customer experiences or public perception, could significantly impair its ability to attract and retain clients, directly affecting its sales performance and market standing.
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- The emergence and growth of comprehensive online marketplaces and direct-to-consumer sales platforms for boats and yachts. These platforms could disintermediate traditional dealerships like OTHYS by offering more streamlined, transparent, and potentially lower-cost ways for buyers and sellers to connect and transact, reducing the reliance on physical showrooms and sales representatives.
- The increasing popularity and sophistication of fractional boat ownership, subscription-based boat clubs, and peer-to-peer boat rental services. These alternative access models could reduce the overall market demand for individual boat and yacht purchases, as consumers opt for usage-based access without the full capital outlay and maintenance responsibilities of outright ownership.
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<h3>Addressable Markets for NextBoat (NXB)</h3>
<p>The addressable market for NextBoat (NXB), specializing in the buying, selling, and wholesaling of yachts and boats, is the broader U.S. recreational boating and marine retail market.</p>
<p>The total U.S. recreational marine retail expenditure reached approximately <strong>USD 55.6 billion in 2024</strong>. This market size encompasses spending on new and pre-owned boats, outboard engines, trailers, aftermarket accessories, and boat use expenses such as fuel, financing, insurance, docking, and maintenance.</p>
<p>Additionally, annual U.S. sales of boats, marine products, and services were estimated to total <strong>USD 57.7 billion in 2023</strong>. The U.S. recreational boating market, more broadly, was valued at approximately <strong>USD 28.71 billion in 2025</strong> and is projected to grow at a Compound Annual Growth Rate (CAGR) of 5.10% from 2025-2030, reflecting a strong growth trajectory.</p>
<p>Within this larger market, the U.S. yacht market, a key segment for NextBoat, was estimated at approximately <strong>USD 2.68 billion (USD 2676.9 million) in 2024</strong>. This specific market is anticipated to grow at a CAGR of around 5.6% from 2025 to 2035, reaching an estimated <strong>USD 4.88 billion (USD 4876.8 million) by 2035</strong>. The United States luxury yacht market alone is estimated at <strong>USD 4.82 billion in 2025</strong> and is expected to reach <strong>USD 7.16 billion by 2030</strong>.</p>
<p>The market sizes provided are for the <strong>United States</strong> region.</p>AI Analysis | Feedback
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Capital Allocation Decisions (Last 3-5 Years) for NextBoat (NXB)
Share Repurchases
- NextBoat's share repurchases for the trailing twelve months (TTM) ended in March 2026 amounted to -$2.2 million.
Share Issuance
- On June 12, 2025, Off The Hook YS (now NextBoat Inc.) completed its IPO, selling 3.75 million shares at $4.00 per share and raising $15 million.
- For the trailing twelve months (TTM) ended in March 2026, NextBoat reported $0.0 million in share issuances.
Inbound Investments
- Off The Hook Yacht Sales (OTHYS), the company now known as NextBoat Inc., offered a pre-IPO investment opportunity at $2.50 per share in July 2025, ahead of its planned public listing.
- The company received $15 million from its initial public offering (IPO) in June 2025.
Outbound Investments
- As of March 2026, NextBoat reported $0.0 million in investments and advances, indicating no significant outbound investments in other companies.
Capital Expenditures
- NextBoat's capital expenditures totaled -$3.65 million for the trailing twelve months (TTM) ended in March 2026.
- The company spent $2.9 million on purchasing property, plant, and equipment during the three months ended in March 2026.
- These capital expenditures are focused on acquiring or upgrading physical assets, including those for business expansion and replacement of existing assets.
Peer Outperformance in Automotive Retail
null| Industry | Names | 1Y med | 3Y med | 5Y med | Top 3 by 5Y |
|---|---|---|---|---|---|
| Education Services | 14 | -15.5% | 72.8% | 72.7% | CVSA 221% · LINC 213% · PRDO 207% |
| Homebuilding | 18 | -11.8% | 39.0% | 57.8% | GRBK 228% · PHM 161% · TOL 160% |
| Specialty Stores | 7 | -2.2% | 43.1% | 23.9% | FIVE 32% · DKS 30% · ASO 28% |
| Hotels, Resorts & Cruise Lines | 21 | 6.5% | 34.8% | 3.0% | RCL 216% · MAR 141% · HLT 132% |
| Automotive Retail ← | 18 | -17.3% | 3.2% | 0.9% | MUSA 222% · PAG 126% · ORLY 110% |
| Home Improvement Retail | 5 | -26.4% | -3.9% | -2.6% | HVT 15% · LOW -2% · HD -3% |
| Home Furnishings | 4 | -6.4% | 31.1% | -13.2% | SGI 44% · LZB 3% · MHK -29% |
| Footwear | 9 | 55.9% | 56.6% | -13.8% | WEYS 198% · DECK 30% · SHOO 25% |
| Distributors | 4 | -14.9% | -25.3% | -14.9% | ARMK 124% · GPC 19% · LKQ -49% |
| Restaurants | 36 | -12.6% | -13.1% | -16.9% | EAT 302% · CAKE 164% · BH-A 121% |
| Specialized Consumer Services | 10 | -18.8% | 10.5% | -19.3% | HRB 92% · FTDR 85% · SCI 35% |
| Leisure Products | 13 | -22.8% | -20.8% | -37.2% | GOLF 82% · HAS 26% · MAT -18% |
| Household Appliances | 18 | 4.2% | -0.1% | -39.3% | FLXS 236% · HBB 183% · KEQU 159% |
| Automotive Parts & Equipment | 38 | -14.9% | -12.8% | -42.2% | MOD 1361% · GTX 276% · CAAS 77% |
| Apparel Retail | 25 | -2.2% | 19.4% | -42.3% | ANF 247% · URBN 170% · ROST 123% |
| Computer & Electronics Retail | 3 | -2.7% | 50.5% | -42.6% | BBY 4% · GME -43% · UPBD -62% |
| Leisure Facilities | 11 | 3.9% | -8.8% | -44.6% | JAKK 163% · OSW 129% · ESCA 26% |
| Apparel, Accessories & Luxury Goods | 29 | -9.4% | 17.9% | -48.8% | TPR 249% · RL 235% · ELA 197% |
| Broadline Retail | 15 | 0.5% | 21.5% | -49.0% | DDS 343% · EBAY 66% · AMZN 56% |
| Casinos & Gaming | 20 | -21.0% | -28.1% | -49.6% | MCRI 93% · RRR 19% · BYD 9% |
| Consumer Electronics | 11 | -16.5% | -14.6% | -70.6% | AXIL 3426% · GRMN 98% · SONO -44% |
| Automobile Manufacturers | 8 | -78.5% | -49.5% | -76.8% | GM 50% · TSLA 42% · F 15% |
| Other Specialty Retail | 18 | -39.6% | -42.1% | -79.8% | TLF 96% · BBW 82% · WINA 61% |
Research & Analysis
Invest in Strategies
Wealth Management
Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 160.00 |
| Mkt Cap | 4.1 |
| Rev LTM | 21,817 |
| Op Inc LTM | 921 |
| FCF LTM | 89 |
| FCF 3Y Avg | 215 |
| CFO LTM | 366 |
| CFO 3Y Avg | 462 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 5.5% |
| Rev Chg 3Y Avg | 1.0% |
| Rev Chg Q | 17.7% |
| QoQ Delta Rev Chg LTM | 4.5% |
| Op Inc Chg LTM | -7.3% |
| Op Inc Chg 3Y Avg | -4.5% |
| Op Mgn LTM | 4.2% |
| Op Mgn 3Y Avg | 4.6% |
| QoQ Delta Op Mgn LTM | -0.2% |
| CFO/Rev LTM | 1.5% |
| CFO/Rev 3Y Avg | 2.1% |
| FCF/Rev LTM | 0.4% |
| FCF/Rev 3Y Avg | 0.9% |
Segment Financials
Revenue by Segment| $ Mil | 2025 | 2024 | 2023 |
|---|---|---|---|
| Dealerships | 117 | 96 | 89 |
| Financial Services | 3 | 3 | 3 |
| Total | 120 | 99 | 92 |
| $ Mil | 2024 | 2023 |
|---|---|---|
| Dealerships | 2 | 3 |
| Financial Services | 0 | -0 |
| Total | 3 | 3 |
| $ Mil | 2025 | 2024 | 2023 |
|---|---|---|---|
| Financial Services | -0 | 0 | -0 |
| Dealerships | -2 | 1 | 2 |
| Total | -2 | 1 | 1 |
| $ Mil | 2025 | 2024 | 2023 |
|---|---|---|---|
| Dealerships | 48 | 31 | 18 |
| Financial Services | 1 | 1 | 2 |
| Total | 48 | 32 | 20 |
Price Behavior
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | -1.47 | 0.90 | 0.57 | 0.55 | 0.83 | -0.01 |
| Up Beta | -6.69 | 0.12 | -0.31 | -0.20 | -0.84 | -0.52 |
| Down Beta | 6.50 | 3.64 | 1.42 | -1.36 | -0.45 | 1.08 |
| Up Capture | -185% | 95% | 38% | 5% | 2% | 0% |
| Bmk +ve Days | 6 | 16 | 27 | 66 | 132 | 424 |
| Stock +ve Days | 10 | 18 | 26 | 37 | 37 | 37 |
| Down Capture | -131% | 52% | 101% | 70% | 36% | 21% |
| Bmk -ve Days | 16 | 26 | 37 | 60 | 120 | 328 |
| Stock -ve Days | 11 | 21 | 34 | 43 | 43 | 43 |
[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 NXB | |
|---|---|---|---|---|
| NXB | -23.7% | 61.3% | -1.06 | - |
| Sector ETF (XLY) | -8.2% | 19.5% | -0.57 | 10.8% |
| Equity (SPY) | 16.2% | 13.0% | 0.88 | 9.4% |
| Gold (GLD) | 6.8% | 29.6% | 0.22 | 4.9% |
| Commodities (DBC) | 44.9% | 20.8% | 1.67 | -7.3% |
| Real Estate (VNQ) | 1.5% | 13.6% | -0.15 | -3.7% |
| Bitcoin (BTCUSD) | -28.9% | 44.3% | -0.64 | -3.1% |
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Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with NXB | |
|---|---|---|---|---|
| NXB | -5.2% | 61.3% | -1.06 | - |
| Sector ETF (XLY) | 4.4% | 24.1% | 0.14 | 10.8% |
| Equity (SPY) | 13.1% | 17.2% | 0.58 | 9.4% |
| Gold (GLD) | 18.4% | 18.9% | 0.79 | 4.9% |
| Commodities (DBC) | 10.3% | 19.6% | 0.41 | -7.3% |
| Real Estate (VNQ) | 0.7% | 18.8% | -0.07 | -3.7% |
| Bitcoin (BTCUSD) | 14.6% | 52.2% | 0.45 | -3.1% |
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Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with NXB | |
|---|---|---|---|---|
| NXB | -2.7% | 61.3% | -1.06 | - |
| Sector ETF (XLY) | 11.8% | 22.2% | 0.48 | 10.8% |
| Equity (SPY) | 15.3% | 17.9% | 0.72 | 9.4% |
| Gold (GLD) | 11.5% | 16.4% | 0.57 | 4.9% |
| Commodities (DBC) | 8.2% | 18.1% | 0.37 | -7.3% |
| Real Estate (VNQ) | 4.2% | 20.7% | 0.16 | -3.7% |
| Bitcoin (BTCUSD) | 64.1% | 66.2% | 1.04 | -3.1% |
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Recent Forward Guidance
Updated 10/4/2026Latest: Q1 2026 Earnings Reported 5/14/2026
| Forward Guidance | Guidance Change | |||||||
|---|---|---|---|---|---|---|---|---|
| Metric | Source | Low | Mid | High | % Chg | % Delta | Change | Prior |
| 2026 Revenue | Reported | 165.00 Mil | 167.50 Mil | 170.00 Mil | Raised | Guidance: 142.50 Mil for 2026 | ||
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 |
| Automotive Retail Resources |
| Automotive News |
| Ward's Auto |
| CBT News |
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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