Tearsheet

Powell Max (PMAX)


Market Price (10/31/2025): $2.63 | Market Cap: $-
Sector: Industrials | Industry: Diversified Support Services

Powell Max (PMAX)


Market Price (10/31/2025): $2.63
Market Cap: $-
Sector: Industrials
Industry: Diversified Support Services

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 954%
0 High stock price volatility
Vol 12M is 954%

Market Valuation & Key Metrics

PMAX Stock


Return vs. Risk


Price Returns Compared

 202020212022202320242025Total [1]
Returns
PMAX Return------85%-84%
Peers Return3%19%3%13%8%-28%12%
S&P 500 Return16%27%-19%24%23%16%110%

Monthly Win Rates [3]
PMAX Win Rate----33%44% 
Peers Win Rate25%25%17%27%25%48% 
S&P 500 Win Rate58%75%42%67%75%67% 

Max Drawdowns [4]
PMAX Max Drawdown------98% 
Peers Max Drawdown-12%-2%-5%-1%-1%-9% 
S&P 500 Max Drawdown-31%-1%-25%-1%-2%-15% 


[1] Cumulative total returns since the beginning of 2020
[2] Peers: PC, TRI, CBZ, ANPA, BUUU.
[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

PMAX has limited trading history. Below is the Industrials sector ETF (XLI) in its place.

Unique KeyEventXLIS&P 500
2022 Inflation Shock2022 Inflation Shock  
2022 Inflation Shock% Loss% Loss-22.6%-25.4%
2022 Inflation Shock% Gain to Breakeven% Gain to Breakeven29.2%34.1%
2022 Inflation ShockTime to BreakevenTime to Breakeven273 days464 days
2020 Covid Pandemic2020 Covid Pandemic  
2020 Covid Pandemic% Loss% Loss-42.8%-33.9%
2020 Covid Pandemic% Gain to Breakeven% Gain to Breakeven74.8%51.3%
2020 Covid PandemicTime to BreakevenTime to Breakeven232 days148 days
2018 Correction2018 Correction  
2018 Correction% Loss% Loss-24.6%-19.8%
2018 Correction% Gain to Breakeven% Gain to Breakeven32.6%24.7%
2018 CorrectionTime to BreakevenTime to Breakeven312 days120 days
2008 Global Financial Crisis2008 Global Financial Crisis  
2008 Global Financial Crisis% Loss% Loss-63.3%-56.8%
2008 Global Financial Crisis% Gain to Breakeven% Gain to Breakeven172.8%131.3%
2008 Global Financial CrisisTime to BreakevenTime to Breakeven1463 days1480 days

Compare to


In The Past

SPDR Select Sector Fund's stock fell -22.6% during the 2022 Inflation Shock from a high on 1/4/2022. A -22.6% loss requires a 29.2% 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 Powell Max (PMAX)

Trade Ideas

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

Unique KeyDateTickerCompanyCategoryTrade Strategy6M Fwd Rtn12M Fwd Rtn12M Max DD
FCN_9302025_Dip_Buyer_ValueBuy09302025FCNFTI ConsultingDip BuyDB | P/E OPMDip Buy with Low PE and High Margin
Buying dips for companies with tame PE and meaningfully high operating margin
4.0%4.0%-6.2%
ODFL_9122025_Monopoly_xInd_xCD_Getting_Cheaper09122025ODFLOld Dominion Freight LineMonopolyMY | 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
-5.3%-5.3%-7.3%
EFX_8312025_Monopoly_xInd_xCD_Getting_Cheaper08312025EFXEquifaxMonopolyMY | 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
-14.1%-14.1%-14.1%
UHAL_8312025_Monopoly_xInd_xCD_Getting_Cheaper08312025UHALU-HaulMonopolyMY | 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
-8.6%-8.6%-8.6%
BWXT_8312025_Quality_Momentum_RoomToRun_10%08312025BWXTBWX TechnologiesQualityQ | Momentum | UpsideQuality Stocks with Momentum and Upside
Buying quality stocks with strong momentum but still having room to run
31.9%31.9%-1.2%
Unique KeyDateTickerCompanyCategoryTrade Strategy6M Fwd Rtn12M Fwd Rtn12M Max DD
FCN_9302025_Dip_Buyer_ValueBuy09302025FCNFTI ConsultingDip BuyDB | P/E OPMDip Buy with Low PE and High Margin
Buying dips for companies with tame PE and meaningfully high operating margin
4.0%4.0%-6.2%
ODFL_9122025_Monopoly_xInd_xCD_Getting_Cheaper09122025ODFLOld Dominion Freight LineMonopolyMY | 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
-5.3%-5.3%-7.3%
EFX_8312025_Monopoly_xInd_xCD_Getting_Cheaper08312025EFXEquifaxMonopolyMY | 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
-14.1%-14.1%-14.1%
UHAL_8312025_Monopoly_xInd_xCD_Getting_Cheaper08312025UHALU-HaulMonopolyMY | 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
-8.6%-8.6%-8.6%
BWXT_8312025_Quality_Momentum_RoomToRun_10%08312025BWXTBWX TechnologiesQualityQ | Momentum | UpsideQuality Stocks with Momentum and Upside
Buying quality stocks with strong momentum but still having room to run
31.9%31.9%-1.2%

Recent Active Movers

Recent Active Movers

More From Trefis

Peer Comparisons for Powell Max

Financials

PMAXPCTRICBZANPABUUUMedian
NamePowell M.Premium .Thomson .CBIZ Rich Spa.BUUU  
Mkt Price2.58-154.4952.9225.628.0025.62
Mkt Cap--69.63.4--36.5
Rev LTM--7,3182,421--4,869
Op Inc LTM--1,938203--1,071
FCF LTM--1,887105--996
FCF 3Y Avg--1,815115--965
CFO LTM--2,511124--1,318
CFO 3Y Avg--2,399133--1,266

Growth & Margins

PMAXPCTRICBZANPABUUUMedian
NamePowell M.Premium .Thomson .CBIZ Rich Spa.BUUU  
Rev Chg LTM--4.0%46.5%--25.3%
Rev Chg 3Y Avg--3.9%24.7%--14.3%
Rev Chg Q--2.6%62.7%--32.7%
QoQ Delta Rev Chg LTM--0.6%12.2%--6.4%
Op Mgn LTM--26.5%8.4%--17.4%
Op Mgn 3Y Avg--26.2%9.5%--17.8%
QoQ Delta Op Mgn LTM--0.1%0.3%--0.2%
CFO/Rev LTM--34.3%5.1%--19.7%
CFO/Rev 3Y Avg--34.1%7.5%--20.8%
FCF/Rev LTM--25.8%4.3%--15.1%
FCF/Rev 3Y Avg--25.8%6.5%--16.2%

Valuation

PMAXPCTRICBZANPABUUUMedian
NamePowell M.Premium .Thomson .CBIZ Rich Spa.BUUU  
Mkt Cap--69.63.4--36.5
P/S--9.51.4--5.5
P/EBIT--32.214.4--23.3
P/E--42.630.8--36.7
P/CFO--27.727.1--27.4
Total Yield--3.8%3.2%--3.5%
Dividend Yield--1.4%0.0%--0.7%
FCF Yield 3Y Avg--2.4%3.3%--2.9%
D/E--0.00.6--0.3
Net D/E--0.00.6--0.3

Returns

PMAXPCTRICBZANPABUUUMedian
NamePowell M.Premium .Thomson .CBIZ Rich Spa.BUUU  
1M Rtn827.1%--0.5%-0.1%-13.4%-1.8%-0.5%
3M Rtn-15.1%--22.8%-13.4%-7.2%--14.3%
6M Rtn-19.4%--16.3%-24.2%---19.4%
12M Rtn-90.1%--6.0%-25.3%---25.3%
3Y Rtn--51.7%6.6%--29.1%
1M Excs Rtn822.7%--0.4%-5.7%-16.4%-8.7%-5.7%
3M Excs Rtn-22.6%--32.3%-23.7%-27.6%--25.7%
6M Excs Rtn-41.1%--38.0%-46.0%---41.1%
12M Excs Rtn-107.8%--23.0%-38.0%---38.0%
3Y Excs Rtn---22.9%-64.9%---43.9%

Financials

Short Interest

Short Interest: As Of Date10152025
Short Interest: Shares Quantity152,155
Short Interest: % Change Since 9302025-39.8%
Average Daily Volume2,713,623
Days-to-Cover Short Interest1

SEC Filings

Expand for More

Report DateFiling DateFiling
630202592320256-K 6/30/2025
12312024428202520-F 12/31/2024
6302024101820246-K 6/30/2024
123120239062024424B4 12/31/2023

Insider Activity

Expand for More