Polar Power (POLA)
Market Price (4/16/2026): $1.74 | Market Cap: $4.6 MilSector: Industrials | Industry: Electrical Components & Equipment
Polar Power (POLA)
Market Price (4/16/2026): $1.74Market Cap: $4.6 MilSector: IndustrialsIndustry: Electrical Components & Equipment
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
Megatrend and thematic driversMegatrends include Renewable Energy Transition, Sustainable Infrastructure, and Hydrogen Economy. Themes include Battery Storage & Grid Modernization, Show more. | Weak multi-year price returns2Y Excs Rtn is -82%, 3Y Excs Rtn is -152% Meaningful short interestShort Interest % of Basic SharesShort Interest % of Basic Shares = (Short Interest Quantity) / (Basic Shares Outstanding). A high fraction of short interest can indicate potential risk of a short squeeze. is 17% | Not profitable at operating income levelOp Inc LTMOperating Income, Last Twelve Months is -8.0 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -126% Debt is significantNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 115% Weak revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is -55%, Rev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -23%, Rev Chg QQuarterly Revenue Change % is -77% Not cash flow generativeCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is -17%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -17% 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 -199% High stock price volatilityVol 12M is 114% Key risksPOLA key risks include [1] substantial doubt about its ability to continue as a going concern due to significant financial instability and [2] a heavy dependence on a single major customer for approximately half of its sales. |
| Megatrend and thematic driversMegatrends include Renewable Energy Transition, Sustainable Infrastructure, and Hydrogen Economy. Themes include Battery Storage & Grid Modernization, Show more. |
| Weak multi-year price returns2Y Excs Rtn is -82%, 3Y Excs Rtn is -152% |
| Meaningful short interestShort Interest % of Basic SharesShort Interest % of Basic Shares = (Short Interest Quantity) / (Basic Shares Outstanding). A high fraction of short interest can indicate potential risk of a short squeeze. is 17% |
| Not profitable at operating income levelOp Inc LTMOperating Income, Last Twelve Months is -8.0 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -126% |
| Debt is significantNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 115% |
| Weak revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is -55%, Rev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -23%, Rev Chg QQuarterly Revenue Change % is -77% |
| Not cash flow generativeCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is -17%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -17% |
| 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 -199% |
| High stock price volatilityVol 12M is 114% |
| Key risksPOLA key risks include [1] substantial doubt about its ability to continue as a going concern due to significant financial instability and [2] a heavy dependence on a single major customer for approximately half of its sales. |
Qualitative Assessment
AI Analysis | Feedback
1. Renewed investor interest in sustainable energy solutions drove a significant stock surge. On March 31, 2026, Polar Power's stock increased by 41.04%, primarily attributed to renewed investor enthusiasm for sustainable energy solutions, aligning with the company's focus on DC power solutions.
2. Strategic global market expansion and leadership changes boosted investor confidence. Shares also surged by 17.95% on March 31, 2026, following the announcement of a significant global market expansion. This was complemented by a recent leadership change, which fostered an environment focused on innovation and strategic realignment, further boosting investor confidence.
Show more
Stock Movement Drivers
Fundamental Drivers
The 6.6% change in POLA stock from 12/31/2025 to 4/15/2026 was primarily driven by a 47.4% change in the company's P/S Multiple.| (LTM values as of) | 12312025 | 4152026 | Change |
|---|---|---|---|
| Stock Price ($) | 1.67 | 1.78 | 6.6% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 8 | 6 | -24.3% |
| P/S Multiple | 0.5 | 0.7 | 47.4% |
| Shares Outstanding (Mil) | 3 | 3 | -4.5% |
| Cumulative Contribution | 6.6% |
Market Drivers
12/31/2025 to 4/15/2026| Return | Correlation | |
|---|---|---|
| POLA | 6.6% | |
| Market (SPY) | -5.4% | -3.6% |
| Sector (XLI) | 10.4% | -9.5% |
Fundamental Drivers
The -46.3% change in POLA stock from 9/30/2025 to 4/15/2026 was primarily driven by a -47.3% change in the company's Total Revenues ($ Mil).| (LTM values as of) | 9302025 | 4152026 | Change |
|---|---|---|---|
| Stock Price ($) | 3.31 | 1.78 | -46.3% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 12 | 6 | -47.3% |
| P/S Multiple | 0.7 | 0.7 | 6.7% |
| Shares Outstanding (Mil) | 3 | 3 | -4.5% |
| Cumulative Contribution | -46.3% |
Market Drivers
9/30/2025 to 4/15/2026| Return | Correlation | |
|---|---|---|
| POLA | -46.3% | |
| Market (SPY) | -2.9% | 6.5% |
| Sector (XLI) | 11.4% | -1.6% |
Fundamental Drivers
The -26.4% change in POLA stock from 3/31/2025 to 4/15/2026 was primarily driven by a -54.9% change in the company's Total Revenues ($ Mil).| (LTM values as of) | 3312025 | 4152026 | Change |
|---|---|---|---|
| Stock Price ($) | 2.42 | 1.78 | -26.4% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 14 | 6 | -54.9% |
| P/S Multiple | 0.4 | 0.7 | 70.8% |
| Shares Outstanding (Mil) | 3 | 3 | -4.6% |
| Cumulative Contribution | -26.4% |
Market Drivers
3/31/2025 to 4/15/2026| Return | Correlation | |
|---|---|---|
| POLA | -26.4% | |
| Market (SPY) | 16.3% | 9.1% |
| Sector (XLI) | 32.0% | 4.7% |
Fundamental Drivers
The -80.7% change in POLA stock from 3/31/2023 to 4/15/2026 was primarily driven by a -60.7% change in the company's Total Revenues ($ Mil).| (LTM values as of) | 3312023 | 4152026 | Change |
|---|---|---|---|
| Stock Price ($) | 9.24 | 1.78 | -80.7% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 16 | 6 | -60.7% |
| P/S Multiple | 1.0 | 0.7 | -28.4% |
| Shares Outstanding (Mil) | 2 | 3 | -31.5% |
| Cumulative Contribution | -80.7% |
Market Drivers
3/31/2023 to 4/15/2026| Return | Correlation | |
|---|---|---|
| POLA | -80.7% | |
| Market (SPY) | 63.3% | 6.8% |
| Sector (XLI) | 76.4% | 3.7% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| POLA Return | -25% | -64% | -68% | 12% | -48% | 10% | -95% |
| Peers Return | 15% | -23% | 69% | 41% | 44% | 58% | 385% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 2% | 85% |
Monthly Win Rates [3] | |||||||
| POLA Win Rate | 25% | 42% | 33% | 50% | 33% | 25% | |
| Peers Win Rate | 62% | 40% | 58% | 60% | 65% | 75% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 50% | |
Max Drawdowns [4] | |||||||
| POLA Max Drawdown | -26% | -65% | -68% | -19% | -48% | -19% | |
| Peers Max Drawdown | -7% | -41% | -9% | -11% | -30% | -0% | |
| S&P 500 Max Drawdown | -1% | -25% | -1% | -2% | -15% | -7% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: GNRC, ENS, VRT, CMI, AEIS.
[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 4/15/2026 (YTD)
How Low Can It Go
| Event | POLA | S&P 500 |
|---|---|---|
| 2022 Inflation Shock | ||
| % Loss | -98.5% | -25.4% |
| % Gain to Breakeven | 6622.3% | 34.1% |
| Time to Breakeven | Not Fully Recovered days | 464 days |
| 2020 Covid Pandemic | ||
| % Loss | -70.8% | -33.9% |
| % Gain to Breakeven | 242.1% | 51.3% |
| Time to Breakeven | 73 days | 148 days |
| 2018 Correction | ||
| % Loss | -77.3% | -19.8% |
| % Gain to Breakeven | 340.8% | 24.7% |
| Time to Breakeven | 424 days | 120 days |
Compare to GNRC, ENS, VRT, CMI, AEIS
In The Past
Polar Power's stock fell -98.5% during the 2022 Inflation Shock from a high on 1/25/2021. A -98.5% loss requires a 6622.3% 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 Polar Power (POLA)
AI Analysis | Feedback
Here are 1-3 brief analogies to describe Polar Power (POLA):
- Generac for industrial DC and hybrid power systems.
- Caterpillar for specialized DC power solutions.
AI Analysis | Feedback
```html- DC Power Generators: Systems designed to produce direct current power, available in various configurations like base, hybrid, solar hybrid, and mobile, utilizing fuel types such as diesel, natural gas, LPG/propane, and renewable fuels.
- Renewable Energy Systems: Power systems that incorporate renewable sources, particularly solar, often integrated into hybrid power solutions.
- Cooling Systems: Equipment manufactured for temperature regulation, typically used in conjunction with their power generation or related applications.
AI Analysis | Feedback
nullAI Analysis | Feedback
nullAI Analysis | Feedback
Arthur D. Sams
President, Chief Executive Officer, and Chairman of the Board
Arthur D. Sams has served as Polar Power's President, Chief Executive Officer, and Chairman of its Board since August 1991. He is also a co-founder of Polar Power, which was launched as Polar Products in 1979. Under his leadership, the company has grown to be a leading brand in DC power systems. Mr. Sams specializes in the design of thermodynamics and power generation systems and led the development of the first solar vaccine refrigerators and solar air-conditioning. His early career included roles as a machinist, engineer, project manager, chief technical officer, and consultant for Fortune 500 companies, the U.S. Department of Defense, and the U.S. Department of Energy. He studied biology and engineering at California State Polytechnic University Pomona and the University of California at Irvine.
Luis Zavala
Chief Financial Officer & Vice President
Luis Zavala has served as Polar Power's Chief Financial Officer since April 2018, having previously held the roles of Acting Chief Financial Officer from March 2016 to April 2018 and Vice President Finance from August 2009 to March 2016. Before joining Polar Power, Mr. Zavala served as the President of Sky Limited Enterprises, a general contractor, from June 2006 to August 2009. Prior to that, he was the Director of Finance for Legacy Long Distance International, a telecommunications and operator service provider company, from March 2001 to May 2006. Mr. Zavala brings over 20 years of experience managing accounting and finance departments across various industries, including banking and telecommunications. He holds a Bachelor's Degree in Business Administration from California State University of Northridge and an MBA from Keller Graduate School of Management, Long Beach.
Adam Szczepanek
Vice President of Business Development, North America
Adam Szczepanek serves as the Vice President of Business Development for North America at Polar Power, Inc.
AI Analysis | Feedback
The key risks to Polar Power's business (NASDAQ: POLA) are primarily centered around its financial health, significant customer concentration, and intense competitive landscape.
-
Financial Instability and Poor Performance: Polar Power has demonstrated significant financial challenges, including a multi-year decline in revenue, persistent net losses, and negative cash flows. The company reported a substantial operating income loss and deeply negative EBIT and EBITDA margins, indicating that expenses consistently outweigh revenue streams. Its high total debt-to-equity ratio further raises concerns about its ability to manage financial obligations, especially with shrinking cash balances. This ongoing financial strain severely impacts the company's stability and future growth prospects.
-
High Customer Concentration in the Telecommunications Sector: A major risk for Polar Power is its heavy reliance on the telecommunications sector. In Q2 2025, sales to this sector accounted for a massive 92% of the company's total net sales. Such high customer concentration means that any downturn, change in capital expenditure, or inventory issues from a few large telecom customers can severely impact Polar Power's revenue and financial performance. The company has acknowledged this risk and is attempting to diversify its product offerings and customer base to mitigate it.
-
Intense Competitive Pressures: Polar Power operates in a highly competitive market for DC power generators, renewable energy, and cooling systems. The company faces fierce competition that is challenging its market hold and contributing to its financial struggles. High operating expenses coupled with low gross profits suggest that efforts to compete are draining finances. Competitors are actively strengthening their positions through new partnerships and advanced technologies, further intensifying the pressure on Polar Power.
AI Analysis | Feedback
The rapid advancement and decreasing cost of battery energy storage systems (BESS), combined with increasingly efficient solar and wind energy capture technologies, posing a threat to Polar Power's reliance on DC power generators (even those utilizing renewable fuels or in hybrid systems) by potentially replacing the need for a generator engine entirely in many off-grid, backup, and mobile power applications across its target markets such as telecommunications and military.
AI Analysis | Feedback
Addressable Markets for Polar Power, Inc. (POLA)
Polar Power, Inc. operates in several markets related to DC power generation, renewable energy, and cooling systems. The addressable market sizes for its main products and services are as follows:
- DC Power Systems: The global DC power systems market is projected to reach USD 508.8 million in 2025 and grow to USD 813.2 million by 2035, exhibiting a compound annual growth rate (CAGR) of 4.8%. North America accounts for the largest share of this market. Similarly, the global DC power supplies market was valued at over USD 441.89 million in 2025 and is projected to reach USD 686.24 million by 2035, with a CAGR of 4.5% during the forecast period. North America is expected to hold a 33% share by 2035.
- Telecom Power Systems: The global telecom power system market size was valued at USD 4.6 billion in 2024 and is expected to reach USD 10.3 billion by 2032, growing at a CAGR of 10.9%. Another estimate places the global market at USD 5.69 billion in 2024, projected to reach USD 10.77 billion by 2033 with a CAGR of 8.30%. Asia-Pacific holds more than 40% of the global revenue for telecom power systems, with North America holding 35.7% of the market share in 2024.
- Hybrid Power Systems: The global hybrid power system market size is estimated at USD 781.10 million in 2025 and is predicted to increase to approximately USD 1,477.63 million by 2035, expanding at a CAGR of 6.58%. Other reports indicate a global market size of approximately USD 2.86 billion in 2024, projected to grow to around USD 7.95 billion by 2034 at a CAGR of roughly 10.9%. North America is identified as the largest market, holding approximately 40% of the global market share, and is predicted to dominate this market.
- Off-Grid Solar Power Systems: The global off-grid solar power systems market size is expected to be worth around USD 9.8 billion by 2034, up from USD 3.9 billion in 2024, growing at a CAGR of 9.7% from 2025 to 2034. Another report indicates that the market is valued to increase by USD 4.01 billion, at a CAGR of 12.93% from 2023 to 2028. The Asia-Pacific region dominated the off-grid solar power systems market, holding a 48.10% share and valued at USD 1.8 billion in 2024.
- Mobile Power Systems: The global mobile power plant market size was estimated at USD 9.272 billion in 2024 and is projected to grow to USD 31.75 billion by 2035, exhibiting a CAGR of 11.84%. North America remains the largest market for mobile power plants. The global mobile energy storage systems market size accounted for USD 59.03 billion in 2025 and is predicted to increase to approximately USD 245.54 billion by 2035, expanding at a CAGR of 15.32%. Asia-Pacific dominated the mobile energy storage systems market with the largest market share of 56% in 2025.
- Cooling Systems (Data Center Cooling): The global data center cooling market size was valued at USD 18.78 billion in 2025 and is projected to grow from USD 21 billion in 2026 to USD 54.18 billion by 2034, exhibiting a CAGR of 12.60%. North America dominated the global market with a share of 38.70% in 2025. Another estimate places the global data center cooling solutions market size at USD 11.65 billion in 2025, projected to grow to USD 30.99 billion by 2034 with a CAGR of 16.2%. Asia-Pacific leads this growth.
- Overall Renewable Energy Market: The broader global renewable energy market size is accounted for at USD 1.74 trillion in 2025 and is predicted to increase to approximately USD 7.28 trillion by 2034, representing a CAGR of 17.23%. Asia Pacific dominated the global market with the largest market share of 40.71% in 2024.
AI Analysis | Feedback
Polar Power, Inc. (POLA) is expected to drive future revenue growth over the next 2-3 years through several key initiatives and market expansions:
- Expansion into Electric Vehicle (EV) Charging and Electric Construction Equipment: The company is actively moving into the mobile EV fast charging and hybrid power systems for electric construction equipment markets. An initial purchase order for EVMC30K mobile EV chargers, designed for emergency roadside fast-charging, indicates a new product line addressing emerging market needs.
- Continued Demand and Product Development in the Telecommunications Sector: Telecommunications remains a core market for Polar Power, with significant anticipated demand, particularly from 5G applications. The introduction and delivery of the 27 kW Summit Series DC generators are expected to drive higher orders, sales, and profits from U.S. Tier 1 5G operators. The company also expects increased scheduled shipments to its largest Tier-1 customer in early 2026.
- Growth in Aftermarket Parts and Services: Polar Power is strategically focusing on increasing sales in higher-margin aftermarket parts and services. This segment accounted for 28% of total net sales in the first quarter of 2025 and is seen as a source of recurring revenue that enhances gross margin stability and customer retention.
- New Compact DC Generators for Military and Diversified Niche Markets: A military contract for compact, lightweight DC generators that are 25% smaller and lighter than previous models, while maintaining comparable power output, completes Polar Power's DC generator lineup from 2 kW to 50 kW. This expansion positions the company to serve a broader range of markets, including robotics, drones, telecom RTUs/SCADA, agriculture automation, recreational marine, and RV systems. Plans for a 200 kW model are also in development.
- International Market Expansion and Customer Diversification: Polar Power has an expanded global footprint and is actively working to diversify its customer base and grow its international sales. This strategy is evidenced by the growth in international sales, which represented 18% of total net sales in the first quarter of 2025, up from 6% in the same period in 2024.
AI Analysis | Feedback
Share Issuance
- In February 2021, Polar Power closed a public offering of 750,000 shares of common stock at $18.00 per share, resulting in gross proceeds of $13,500,000.
- The company completed a public offering in December 2023, issuing 4,600,000 shares of common stock at $0.40 per share, which generated gross proceeds of $1,840,000.
- In October 2025, Polar Power filed a prospectus to sell up to 567,153 shares of common stock under an at-the-market program, potentially increasing outstanding shares to 3,078,685.
Capital Expenditures
- Capital expenditures for the last 12 months, as of March 6, 2026, were reported at -$1,000.
- Part of the proceeds from the December 2023 public offering was designated for general corporate purposes, including capital expenditures.
- Polar Power has made substantial improvements to its manufacturing capacity in recent years, enabling the potential to produce products for over $50 million in annual revenue.
Latest Trefis Analyses
| Title | Date | |
|---|---|---|
| DASHBOARDS | ||
| Polar Power Earnings Notes | 12/16/2025 | |
| Can Polar Power Stock Recover If Markets Fall? | 10/17/2025 |
| Title | |
|---|---|
| ARTICLES |
Trade Ideas
Select ideas related to POLA.
| Date | Ticker | Company | Category | Trade Strategy | 6M Fwd Rtn | 12M Fwd Rtn | 12M Max DD |
|---|---|---|---|---|---|---|---|
| 03312026 | NSP | Insperity | Insider | Insider Buys 45DStrong Insider BuyingCompanies with multiple insider buys in the last 45 days | 0.0% | 0.0% | 0.0% |
| 03312026 | TNC | Tennant | Insider | Insider Buys 45DStrong Insider BuyingCompanies with multiple insider buys in the last 45 days | 0.0% | 0.0% | 0.0% |
| 03272026 | ADP | Automatic Data Processing | Dip Buy | DB | FCFY OPMDip Buy with High FCF Yield and High MarginBuying dips for companies with high FCF yield and meaningfully high operating margin | 1.0% | 1.0% | 0.0% |
| 03272026 | HURN | Huron Consulting | Dip Buy | DB | FCFY OPMDip Buy with High FCF Yield and High MarginBuying dips for companies with high FCF yield and meaningfully high operating margin | 4.0% | 4.0% | 0.0% |
| 03272026 | TRU | TransUnion | Dip Buy | DB | FCFY OPMDip Buy with High FCF Yield and High MarginBuying dips for companies with high FCF yield and meaningfully high operating margin | 5.2% | 5.2% | 0.0% |
Research & Analysis
Invest in Strategies
Wealth Management
Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 252.78 |
| Mkt Cap | 13.0 |
| Rev LTM | 3,974 |
| Op Inc LTM | 382 |
| FCF LTM | 355 |
| FCF 3Y Avg | 371 |
| CFO LTM | 488 |
| CFO 3Y Avg | 494 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 2.0% |
| Rev Chg 3Y Avg | 0.6% |
| Rev Chg Q | 1.2% |
| QoQ Delta Rev Chg LTM | 0.3% |
| Op Mgn LTM | 10.8% |
| Op Mgn 3Y Avg | 9.0% |
| QoQ Delta Op Mgn LTM | -0.1% |
| CFO/Rev LTM | 11.9% |
| CFO/Rev 3Y Avg | 11.5% |
| FCF/Rev LTM | 7.0% |
| FCF/Rev 3Y Avg | 7.8% |
Valuation
| Median | |
|---|---|
| Name | |
| Mkt Cap | 13.0 |
| P/S | 2.6 |
| P/EBIT | 31.8 |
| P/E | 52.0 |
| P/CFO | 25.1 |
| Total Yield | 1.3% |
| Dividend Yield | 0.1% |
| FCF Yield 3Y Avg | 3.7% |
| D/E | 0.1 |
| Net D/E | 0.1 |
Returns
| Median | |
|---|---|
| Name | |
| 1M Rtn | 12.1% |
| 3M Rtn | 23.5% |
| 6M Rtn | 51.7% |
| 12M Rtn | 123.7% |
| 3Y Rtn | 159.6% |
| 1M Excs Rtn | 7.2% |
| 3M Excs Rtn | 23.2% |
| 6M Excs Rtn | 52.7% |
| 12M Excs Rtn | 94.8% |
| 3Y Excs Rtn | 95.0% |
Price Behavior
| Market Price | $1.78 | |
| Market Cap ($ Bil) | 0.0 | |
| First Trading Date | 12/07/2016 | |
| Distance from 52W High | -66.2% | |
| 50 Days | 200 Days | |
| DMA Price | $1.65 | $2.31 |
| DMA Trend | indeterminate | down |
| Distance from DMA | 7.9% | -23.0% |
| 3M | 1YR | |
| Volatility | 156.3% | 114.1% |
| Downside Capture | -0.87 | 0.76 |
| Upside Capture | -126.50 | 82.38 |
| Correlation (SPY) | -7.2% | 9.8% |
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 1.04 | 2.10 | -0.39 | 0.70 | 0.52 | 0.47 |
| Up Beta | 8.57 | 6.50 | 5.02 | 1.81 | 0.29 | 0.36 |
| Down Beta | 1.59 | 2.94 | -4.47 | -1.22 | 0.41 | 0.71 |
| Up Capture | 50% | 167% | 78% | 47% | 49% | 1% |
| Bmk +ve Days | 7 | 16 | 27 | 65 | 139 | 424 |
| Stock +ve Days | 8 | 18 | 26 | 50 | 110 | 330 |
| Down Capture | -21% | 75% | 87% | 183% | 116% | 95% |
| Bmk -ve Days | 12 | 23 | 33 | 58 | 110 | 323 |
| Stock -ve Days | 13 | 23 | 36 | 74 | 133 | 393 |
[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 POLA | |
|---|---|---|---|---|
| POLA | -16.9% | 114.0% | 0.34 | - |
| Sector ETF (XLI) | 37.8% | 15.3% | 1.89 | 3.9% |
| Equity (SPY) | 22.0% | 12.9% | 1.36 | 10.5% |
| Gold (GLD) | 49.0% | 27.5% | 1.44 | 10.5% |
| Commodities (DBC) | 25.0% | 16.1% | 1.38 | 3.9% |
| Real Estate (VNQ) | 17.3% | 13.7% | 0.92 | -1.6% |
| Bitcoin (BTCUSD) | -10.4% | 42.6% | -0.14 | 7.7% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with POLA | |
|---|---|---|---|---|
| POLA | -54.4% | 97.9% | -0.36 | - |
| Sector ETF (XLI) | 13.1% | 17.3% | 0.60 | 9.9% |
| Equity (SPY) | 10.9% | 17.0% | 0.50 | 13.5% |
| Gold (GLD) | 21.9% | 17.8% | 1.01 | 2.8% |
| Commodities (DBC) | 11.5% | 18.8% | 0.50 | 5.3% |
| Real Estate (VNQ) | 4.0% | 18.8% | 0.12 | 8.0% |
| Bitcoin (BTCUSD) | 5.1% | 56.5% | 0.31 | 10.0% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with POLA | |
|---|---|---|---|---|
| POLA | -30.0% | 133.3% | 0.16 | - |
| Sector ETF (XLI) | 14.0% | 19.9% | 0.62 | 10.2% |
| Equity (SPY) | 13.8% | 17.9% | 0.67 | 11.9% |
| Gold (GLD) | 14.3% | 15.9% | 0.75 | 2.3% |
| Commodities (DBC) | 8.7% | 17.6% | 0.41 | 5.0% |
| Real Estate (VNQ) | 5.4% | 20.7% | 0.22 | 9.2% |
| Bitcoin (BTCUSD) | 67.8% | 66.9% | 1.07 | 5.3% |
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 |
| 11/20/2025 | -6.1% | -2.6% | -18.2% |
| 8/15/2025 | 7.6% | -2.8% | 33.9% |
| 4/1/2025 | 0.8% | -17.1% | -15.3% |
| 11/14/2024 | -13.1% | -19.3% | -28.5% |
| 8/14/2024 | 13.8% | 12.2% | 12.2% |
| 4/1/2024 | -5.7% | -7.8% | -26.6% |
| 11/14/2023 | -2.2% | -13.3% | -52.3% |
| 8/14/2023 | 3.3% | 5.7% | 4.9% |
| ... | |||
| SUMMARY STATS | |||
| # Positive | 7 | 3 | 5 |
| # Negative | 6 | 10 | 8 |
| Median Positive | 3.3% | 12.2% | 12.2% |
| Median Negative | -4.6% | -8.4% | -22.7% |
| Max Positive | 18.3% | 54.5% | 46.5% |
| Max Negative | -13.1% | -19.3% | -52.3% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 12/31/2025 | 04/15/2026 | 10-K |
| 09/30/2025 | 11/19/2025 | 10-Q |
| 06/30/2025 | 08/14/2025 | 10-Q |
| 03/31/2025 | 05/15/2025 | 10-Q |
| 12/31/2024 | 03/31/2025 | 10-K |
| 09/30/2024 | 11/14/2024 | 10-Q |
| 06/30/2024 | 08/14/2024 | 10-Q |
| 03/31/2024 | 05/15/2024 | 10-Q |
| 12/31/2023 | 04/01/2024 | 10-K |
| 09/30/2023 | 11/14/2023 | 10-Q |
| 06/30/2023 | 08/14/2023 | 10-Q |
| 03/31/2023 | 05/15/2023 | 10-Q |
| 12/31/2022 | 03/31/2023 | 10-K |
| 09/30/2022 | 11/14/2022 | 10-Q |
| 06/30/2022 | 08/15/2022 | 10-Q |
| 03/31/2022 | 05/16/2022 | 10-Q |
Recent Forward Guidance [BETA]
Latest: Q3 2025 Earnings Reported 11/20/2025
| Forward Guidance | Guidance Change | ||||||
|---|---|---|---|---|---|---|---|
| Metric | Low | Mid | High | % Chg | % Delta | Change | Prior |
| Q4 2025 30 kW mobile EV charger release | |||||||
| 2026 Engineering Recruitment | |||||||
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.