Personalis (PSNL)
Market Price (4/13/2026): $6.05 | Market Cap: $558.3 MilSector: Health Care | Industry: Life Sciences Tools & Services
Personalis (PSNL)
Market Price (4/13/2026): $6.05Market Cap: $558.3 MilSector: Health CareIndustry: Life Sciences Tools & Services
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
Cash is significant % of market capNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is -36% Megatrend and thematic driversMegatrends include Precision Medicine, and Biotechnology & Genomics. Themes include Personalized Diagnostics, Biopharmaceutical R&D, Show more. | 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 13% | Not profitable at operating income levelOp Inc LTMOperating Income, Last Twelve Months is -88 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -126% Weak revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is -18% Significant share based compensationSBC/Rev LTMShare Based Compensation / Revenue (Sales), Last Twelve Months (LTM) is 14% Not cash flow generativeCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is -108%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -114% 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 -19% Key risksPSNL key risks include [1] its consistent lack of profitability and sustained financial losses and [2] its heavy reliance on securing Medicare reimbursement for its pivotal NeXT Personal cancer test. |
| Cash is significant % of market capNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is -36% |
| Megatrend and thematic driversMegatrends include Precision Medicine, and Biotechnology & Genomics. Themes include Personalized Diagnostics, Biopharmaceutical R&D, Show more. |
| 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 13% |
| Not profitable at operating income levelOp Inc LTMOperating Income, Last Twelve Months is -88 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -126% |
| Weak revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is -18% |
| Significant share based compensationSBC/Rev LTMShare Based Compensation / Revenue (Sales), Last Twelve Months (LTM) is 14% |
| Not cash flow generativeCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is -108%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -114% |
| 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 -19% |
| Key risksPSNL key risks include [1] its consistent lack of profitability and sustained financial losses and [2] its heavy reliance on securing Medicare reimbursement for its pivotal NeXT Personal cancer test. |
Qualitative Assessment
AI Analysis | Feedback
1. Disappointing 2026 Revenue Guidance and Increased Projected Net Losses. Personalis's full-year 2026 revenue guidance of $78.0 to $80.0 million, despite implying approximately 14% year-over-year growth, underwhelmed investors who anticipated a more aggressive growth re-acceleration following recent Medicare coverage wins for its minimal residual disease (MRD) tests. This muted outlook was compounded by projections of a higher net loss of around $105 million for 2026, compared to $81.3 million in 2025, and an estimated cash usage of approximately $100 million, up from about $74 million in 2025, signaling continued and growing unprofitability.
2. Gross Margin Compression and Decline in Population Sequencing and Enterprise Sales. The company reported a compressed gross margin of 11% in Q4 2025, with a forecast of only 15-20% for the full year 2026, potentially hitting a low point in Q1 2026. This margin pressure directly impacts profitability. Furthermore, Personalis's guidance indicated a decline in revenue from population sequencing and enterprise sales, which are projected to decrease from $17.6 million in fiscal year 2025 to approximately $13.0 million in fiscal year 2026, serving as a revenue headwind.
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Stock Movement Drivers
Fundamental Drivers
The -24.4% change in PSNL stock from 12/31/2025 to 4/12/2026 was primarily driven by a -21.9% change in the company's P/S Multiple.| (LTM values as of) | 12312025 | 4122026 | Change |
|---|---|---|---|
| Stock Price ($) | 7.96 | 6.02 | -24.4% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 69 | 70 | 0.8% |
| P/S Multiple | 10.2 | 8.0 | -21.9% |
| Shares Outstanding (Mil) | 89 | 92 | -3.9% |
| Cumulative Contribution | -24.4% |
Market Drivers
12/31/2025 to 4/12/2026| Return | Correlation | |
|---|---|---|
| PSNL | -24.4% | |
| Market (SPY) | -5.4% | 45.8% |
| Sector (XLV) | -4.8% | 38.1% |
Fundamental Drivers
The -7.7% change in PSNL stock from 9/30/2025 to 4/12/2026 was primarily driven by a -13.3% change in the company's Total Revenues ($ Mil).| (LTM values as of) | 9302025 | 4122026 | Change |
|---|---|---|---|
| Stock Price ($) | 6.52 | 6.02 | -7.7% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 80 | 70 | -13.3% |
| P/S Multiple | 7.2 | 8.0 | 11.0% |
| Shares Outstanding (Mil) | 89 | 92 | -4.1% |
| Cumulative Contribution | -7.7% |
Market Drivers
9/30/2025 to 4/12/2026| Return | Correlation | |
|---|---|---|
| PSNL | -7.7% | |
| Market (SPY) | -2.9% | 41.5% |
| Sector (XLV) | 6.3% | 35.1% |
Fundamental Drivers
The 71.5% change in PSNL stock from 3/31/2025 to 4/12/2026 was primarily driven by a 163.8% change in the company's P/S Multiple.| (LTM values as of) | 3312025 | 4122026 | Change |
|---|---|---|---|
| Stock Price ($) | 3.51 | 6.02 | 71.5% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 85 | 70 | -17.7% |
| P/S Multiple | 3.0 | 8.0 | 163.8% |
| Shares Outstanding (Mil) | 73 | 92 | -21.0% |
| Cumulative Contribution | 71.5% |
Market Drivers
3/31/2025 to 4/12/2026| Return | Correlation | |
|---|---|---|
| PSNL | 71.5% | |
| Market (SPY) | 16.3% | 39.7% |
| Sector (XLV) | 2.3% | 38.5% |
Fundamental Drivers
The 118.1% change in PSNL stock from 3/31/2023 to 4/12/2026 was primarily driven by a 306.3% change in the company's P/S Multiple.| (LTM values as of) | 3312023 | 4122026 | Change |
|---|---|---|---|
| Stock Price ($) | 2.76 | 6.02 | 118.1% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 65 | 70 | 7.1% |
| P/S Multiple | 2.0 | 8.0 | 306.3% |
| Shares Outstanding (Mil) | 46 | 92 | -49.9% |
| Cumulative Contribution | 118.1% |
Market Drivers
3/31/2023 to 4/12/2026| Return | Correlation | |
|---|---|---|
| PSNL | 118.1% | |
| Market (SPY) | 63.3% | 29.1% |
| Sector (XLV) | 19.1% | 27.8% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| PSNL Return | -61% | -86% | 6% | 175% | 38% | -23% | -83% |
| Peers Return | -15% | -65% | 8% | 22% | 92% | -2% | -25% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | -0% | 82% |
Monthly Win Rates [3] | |||||||
| PSNL Win Rate | 50% | 8% | 50% | 33% | 50% | 25% | |
| Peers Win Rate | 52% | 27% | 48% | 52% | 57% | 45% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 50% | |
Max Drawdowns [4] | |||||||
| PSNL Max Drawdown | -67% | -88% | -53% | -45% | -48% | -23% | |
| Peers Max Drawdown | -23% | -72% | -29% | -40% | -23% | -15% | |
| S&P 500 Max Drawdown | -1% | -25% | -1% | -2% | -15% | -7% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: GH, NTRA, ADPT, TXG, ILMN.
[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 4/10/2026 (YTD)
How Low Can It Go
| Event | PSNL | S&P 500 |
|---|---|---|
| 2022 Inflation Shock | ||
| % Loss | -98.2% | -25.4% |
| % Gain to Breakeven | 5385.4% | 34.1% |
| Time to Breakeven | Not Fully Recovered days | 464 days |
| 2020 Covid Pandemic | ||
| % Loss | -61.7% | -33.9% |
| % Gain to Breakeven | 161.3% | 51.3% |
| Time to Breakeven | 65 days | 148 days |
Compare to GH, NTRA, ADPT, TXG, ILMN
In The Past
Personalis's stock fell -98.2% during the 2022 Inflation Shock from a high on 1/20/2021. A -98.2% loss requires a 5385.4% gain to breakeven.
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About Personalis (PSNL)
AI Analysis | Feedback
Here are 1-2 brief analogies for Personalis (PSNL):
They're like **Guardant Health**, but providing more comprehensive cancer genomic data and analysis specifically for drug developers.
An **IQVIA** or **PPD** focused purely on advanced cancer genomic data and analysis for biopharma R&D.
AI Analysis | Feedback
- NeXT Platform: A platform that provides sequencing and data analysis services for tumors and their immune microenvironments from various samples.
- ImmunoID Next: A service offered for tumor profiling specifically from tissue samples.
- NeXT Liquid Biopsy: A service offered for tumor profiling specifically from plasma samples.
- NeXT Personal: A liquid biopsy offering designed for personalized tumor tracking in patients.
- NeXT Dx Test: A genomic cancer profiling test used to identify composite biomarkers for cancer treatment.
- NeXT SHERPA: A capability for neoantigen prediction.
- NeXT NEOPS: Another capability for neoantigen prediction.
- ACE platform: A platform utilized for clinical and therapeutic applications such as neoantigen prediction, biomarker identification, and novel drug target selection.
AI Analysis | Feedback
Personalis, Inc. (PSNL) primarily serves other companies and organizations rather than individuals. Its major customers can be categorized as follows:
-
Biopharmaceutical Companies: Personalis supports these companies in the development of cancer therapies. Based on the provided information, a key customer identified through partnership is:
- SpringWorks Therapeutics, Inc. (SWTX)
- MapKure, LLC (a private company)
- Universities: These institutions engage Personalis for large-scale genetic research programs and clinical applications.
- Non-profits: Similar to universities, non-profit organizations utilize Personalis's services for genetic research and therapeutic development.
- Government Entities: These organizations also leverage Personalis's expertise for genetic research programs and clinical applications.
AI Analysis | Feedback
Illumina (ILMN)
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Christopher Hall, Chief Executive Officer and President
Christopher Hall was appointed CEO of Personalis in March 2023, having joined the company in October 2022 and becoming President at the end of December 2022. He previously served as President, Chief Operating Officer, and Chief Commercial Officer at Veracyte, Inc. Hall also held the role of Senior Vice President and Chief Business Officer at Berkeley HeartLab, Inc., which was part of Celera Corporation.
Aaron Tachibana, Chief Financial Officer and Chief Operating Officer
Aaron Tachibana was promoted to Chief Operating Officer in March 2023, in addition to his role as Chief Financial Officer. He joined Personalis in 2019 and guided the company through its initial public offering. Prior to Personalis, he served as Chief Financial Officer at Lumentum and Pericom Semiconductor, and as Vice President of Finance, Corporate Controller for JDSU. Tachibana also served as Interim CEO from December 2022 until March 2023.
Richard Chen, Executive Vice President of R&D and Chief Medical Officer
Dr. Richard Chen was promoted to Executive Vice President, R&D in March 2023, alongside his role as Chief Medical Officer. He joined Personalis in November 2011 as Chief Scientific Officer. Dr. Chen is a physician-scientist with extensive expertise in systems biology, translational genomics, knowledge engineering, and scientific product development. He has co-founded and served on the board of several companies, including Ingenuity Systems, where he spearheaded systems biology approaches to genomic data analysis. Dr. Chen has also served on the clinical faculty at Stanford University School of Medicine.
Sandeep Kheterpal, Chief Information Officer
Prior to joining Personalis, Mr. Kheterpal was the Chief Information Officer at Eikon Therapeutics, where he was responsible for the information technology function. Before Eikon, he served as CIO at PACT Pharma, a cell therapy platform company, overseeing Informatics and IT operations. Mr. Kheterpal previously held the position of CIO at Veracyte, providing leadership in information technology and software engineering for the development and commercialization of molecular diagnostics in oncology.
Stephen Moore, Senior Vice President, Chief Legal Officer, and Corporate Secretary
AI Analysis | Feedback
1. The intense and growing competition within the cancer genomics and liquid biopsy markets poses a significant risk to Personalis. The company operates in a highly dynamic sector with numerous established and emerging players offering sequencing, data analysis, and diagnostic services for cancer. This competitive landscape could pressure pricing, market share, and the adoption of Personalis's platforms and services, such as the NeXT Platform, NeXT Liquid Biopsy, and NeXT Personal.
2. The rapid pace of technological advancement in the field of genomics, particularly in cancer diagnostics and therapeutic development support, presents a continuous risk. Personalis's success depends on its ability to innovate and continuously update its technologies, including the ACE platform and various NeXT offerings, to remain competitive. Failure to keep pace with evolving scientific discoveries and new technological breakthroughs could render their current platforms and services obsolete or less desirable compared to newer solutions from competitors.
3. Personalis relies significantly on biopharmaceutical customers, universities, non-profits, and government entities for its revenue by supporting cancer therapy development and large-scale genetic research programs. The company's financial performance is therefore exposed to risks such as changes in research and development spending by biopharmaceutical companies, shifts in funding for genetic research programs, or the termination of key partnerships, including those with Mayo Clinic, MapKure, LLC, SpringWorks Therapeutics, Inc., and Moores Cancer Center. A reduction in demand or loss of key customers or partners could materially impact its business operations and financial results.
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nullAI Analysis | Feedback
Personalis, Inc. (PSNL) operates in several significant addressable markets related to cancer genomics, liquid biopsy, and neoantigen prediction.
The addressable market for ultrasensitive Minimal Residual Disease (MRD) tests, such as Personalis's NeXT Personal, is projected to exceed $20 billion, with a strong focus on the U.S. market.
The global liquid biopsy market, which encompasses MRD testing, was estimated at approximately USD 6.17 billion in 2024 and is predicted to reach around USD 22.69 billion by 2034, demonstrating a compound annual growth rate (CAGR) of 13.91% from 2025 to 2034. North America held the largest share of the liquid biopsy market in 2024, at 45.59%. Another estimate values the global liquid biopsy market at USD 13.60 billion in 2025, projected to reach USD 32.57 billion by 2033. North America dominated the liquid biopsy market in 2025 with a 50.99% share, and the U.S. accounted for the largest market revenue share within North America.
For the broader genomics in cancer care market, which includes Personalis's activities, the global market size was valued at USD 18.12 billion in 2023 and is projected to reach USD 85.63 billion by 2033, growing at a CAGR of 16.0% from 2024 to 2030. The U.S. genomics in cancer care market constituted 26.3% of the global market in 2023, while North America as a whole dominated with a 36.7% revenue share in 2023. Another report estimates the global genomics in cancer care market size to increase from USD 24.39 billion in 2025 to approximately USD 108.69 billion by 2035.
Regarding neoantigen prediction capabilities (NeXT SHERPA and NeXT NEOPS), the global neoantigen cancer vaccine market was valued at USD 475.68 million in 2025 and is predicted to reach approximately USD 1799.21 million by 2034, with a CAGR of 15.93%. Another analysis projects the neoantigen cancer vaccine market size to grow from USD 48.7 million in 2024 to USD 3952.7 million by 2032, at a CAGR of 73.4% during 2025–2032. The broader neoantigens market, which includes various therapeutic modalities, is expected to reach US$ 5,607.32 million by 2034 from US$ 470.72 million in 2025, with a robust CAGR of 31.69% during 2026–2034. North America held the largest market share in the global neoantigen cancer vaccine market in 2024, accounting for 45%.
AI Analysis | Feedback
Personalis, Inc. (PSNL) anticipates several key drivers for its future revenue growth over the next two to three years, primarily centered around its "Win-in-MRD" strategy and strategic partnerships.
-
Growth of NeXT Personal and the "Win-in-MRD" Strategy, bolstered by Medicare Coverage: Personalis's primary growth engine is its "Win-in-MRD" strategy, which focuses on the Minimal Residual Disease (MRD) market using its ultrasensitive liquid biopsy test, NeXT Personal. The company expects rapid growth in clinical test volumes for NeXT Personal. A critical enabler for this growth is the securing of Medicare coverage for surveillance of cancer recurrence in breast cancer patients and for Stage I to III non-small cell lung cancer (NSCLC) patients, which is expected to significantly accelerate clinical adoption and revenue generation.
-
Expansion of Biopharma Partnerships and Demand for ImmunoID NeXT and NeXT Personal in Clinical Trials: Personalis is experiencing increased revenue from its biopharma segment, driven by strong demand for its core ImmunoID platform and the growing adoption of NeXT Personal for MRD testing in clinical trials. Collaborations, such as the partnership with Moderna on its mRNA cancer program, are identified as important revenue drivers for 2024 and 2025.
-
Strategic Commercial Partnerships and the "Personalis Inside" Approach: The company is expanding its "Personalis Inside" approach, where partners integrate Personalis's platforms and technologies to enhance their own solutions. This includes leveraging strategic commercial partnerships, such as the expanded relationship with Tempus, to bring NeXT Personal to market through their sales force and expand coverage to additional cancer types like colorectal cancer.
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Share Issuance
- In January 2021, Personalis completed an underwritten public offering of 3,950,000 shares of common stock at $38.00 per share, resulting in gross proceeds of $150.1 million.
- Throughout 2025, the company received approximately $109.0 million in net proceeds from an At-The-Market (ATM) sales program, with a weighted-average price of $8.43 per share.
- On November 28, 2025, Personalis announced a $100 million common stock offering.
Capital Expenditures
- For the full year 2025, Personalis expected to use approximately $75 million for operations and capital equipment additions.
- Expected cash usage for 2026 is approximately $100 million, primarily to support commercial investments in its Win-in-MRD strategy, including scaling clinical volumes.
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| 03312026 | PGNY | Progyny | Dip Buy | DB | FCF Yield | Low D/EDip Buy with High Free Cash Flow YieldBuying dips for companies with significant free cash flow yield (FCF / Market Cap) and reasonable debt / market cap | 0.0% | 0.0% | 0.0% |
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| 03202026 | WAT | Waters | Monopoly | MY | Getting CheaperMonopoly-Like with P/S DeclineLarge cap with monopoly-like margins or cash flow generation and getting cheaper based on P/S multiple | -0.4% | -0.4% | -3.3% |
| 03202026 | GILD | Gilead Sciences | Quality | Q | Momentum | UpsideQuality Stocks with Momentum and UpsideBuying quality stocks with strong momentum but still having room to run | 1.6% | 1.6% | -2.2% |
Research & Analysis
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Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 50.93 |
| Mkt Cap | 6.5 |
| Rev LTM | 812 |
| Op Inc LTM | -99 |
| FCF LTM | 14 |
| FCF 3Y Avg | -57 |
| CFO LTM | 45 |
| CFO 3Y Avg | -12 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 19.1% |
| Rev Chg 3Y Avg | 12.6% |
| Rev Chg Q | 22.2% |
| QoQ Delta Rev Chg LTM | 5.0% |
| Op Mgn LTM | -18.9% |
| Op Mgn 3Y Avg | -47.8% |
| QoQ Delta Op Mgn LTM | 3.8% |
| CFO/Rev LTM | -3.6% |
| CFO/Rev 3Y Avg | -19.1% |
| FCF/Rev LTM | -7.2% |
| FCF/Rev 3Y Avg | -23.6% |
Valuation
| Median | |
|---|---|
| Name | |
| Mkt Cap | 6.5 |
| P/S | 7.5 |
| P/EBIT | -15.7 |
| P/E | -28.6 |
| P/CFO | 4.8 |
| Total Yield | -2.3% |
| Dividend Yield | 0.0% |
| FCF Yield 3Y Avg | -3.9% |
| D/E | 0.1 |
| Net D/E | -0.1 |
Returns
| Median | |
|---|---|
| Name | |
| 1M Rtn | -0.6% |
| 3M Rtn | -18.2% |
| 6M Rtn | 18.2% |
| 12M Rtn | 70.8% |
| 3Y Rtn | 69.8% |
| 1M Excs Rtn | -6.5% |
| 3M Excs Rtn | -18.1% |
| 6M Excs Rtn | 15.3% |
| 12M Excs Rtn | 47.9% |
| 3Y Excs Rtn | 13.4% |
Segment Financials
Revenue by Segment| $ Mil | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| Provide advanced cancer genomic testing services for precision oncology and personalized testing | 85 | 73 | |||
| Sale of sequencing and data analysis services | 65 | 85 | 79 | ||
| Total | 85 | 73 | 65 | 85 | 79 |
| $ Mil | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| Provide advanced cancer genomic testing services for precision oncology and personalized testing | -81 | -108 | |||
| Total | -81 | -108 |
Price Behavior
| Market Price | $6.02 | |
| Market Cap ($ Bil) | 0.6 | |
| First Trading Date | 06/20/2019 | |
| Distance from 52W High | -46.5% | |
| 50 Days | 200 Days | |
| DMA Price | $7.82 | $7.54 |
| DMA Trend | up | down |
| Distance from DMA | -23.0% | -20.1% |
| 3M | 1YR | |
| Volatility | 89.7% | 91.0% |
| Downside Capture | 1.77 | 1.30 |
| Upside Capture | 298.80 | 261.00 |
| Correlation (SPY) | 43.2% | 36.6% |
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 3.47 | 3.19 | 3.29 | 3.36 | 1.93 | 2.14 |
| Up Beta | 1.95 | 3.44 | 3.59 | 7.05 | 1.68 | 2.11 |
| Down Beta | 4.59 | 5.39 | 4.05 | 2.73 | 1.71 | 2.14 |
| Up Capture | 387% | 220% | 391% | 473% | 631% | 2136% |
| Bmk +ve Days | 7 | 16 | 27 | 65 | 139 | 424 |
| Stock +ve Days | 11 | 20 | 32 | 62 | 132 | 343 |
| Down Capture | 311% | 251% | 225% | 194% | 149% | 112% |
| Bmk -ve Days | 12 | 23 | 33 | 58 | 110 | 323 |
| Stock -ve Days | 10 | 20 | 29 | 61 | 114 | 389 |
[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 PSNL | |
|---|---|---|---|---|
| PSNL | 126.2% | 91.5% | 1.30 | - |
| Sector ETF (XLV) | 12.3% | 16.8% | 0.52 | 37.6% |
| Equity (SPY) | 31.2% | 17.3% | 1.47 | 38.2% |
| Gold (GLD) | 60.1% | 27.8% | 1.69 | 13.0% |
| Commodities (DBC) | 29.8% | 16.6% | 1.58 | 7.9% |
| Real Estate (VNQ) | 21.3% | 15.2% | 1.07 | 25.0% |
| Bitcoin (BTCUSD) | -4.3% | 43.7% | 0.02 | 28.6% |
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Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with PSNL | |
|---|---|---|---|---|
| PSNL | -22.8% | 102.4% | 0.20 | - |
| Sector ETF (XLV) | 6.3% | 14.6% | 0.25 | 30.8% |
| Equity (SPY) | 11.1% | 17.0% | 0.50 | 37.1% |
| Gold (GLD) | 22.1% | 17.8% | 1.02 | 9.6% |
| Commodities (DBC) | 11.8% | 18.8% | 0.52 | 5.6% |
| Real Estate (VNQ) | 3.7% | 18.8% | 0.10 | 30.0% |
| Bitcoin (BTCUSD) | 4.3% | 56.5% | 0.30 | 19.2% |
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Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with PSNL | |
|---|---|---|---|---|
| PSNL | -13.4% | 97.9% | 0.23 | - |
| Sector ETF (XLV) | 9.8% | 16.5% | 0.48 | 29.2% |
| Equity (SPY) | 13.8% | 17.9% | 0.66 | 34.6% |
| Gold (GLD) | 14.2% | 15.9% | 0.74 | 10.9% |
| Commodities (DBC) | 8.6% | 17.6% | 0.41 | 9.4% |
| Real Estate (VNQ) | 5.1% | 20.7% | 0.22 | 26.6% |
| Bitcoin (BTCUSD) | 67.6% | 66.9% | 1.07 | 17.6% |
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Returns Analyses
Earnings Returns History
Expand for More| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 2/26/2026 | 0.3% | -5.2% | -29.8% |
| 11/4/2025 | -12.3% | -3.3% | 9.5% |
| 8/5/2025 | -21.9% | -19.0% | -9.8% |
| 2/27/2025 | -2.4% | -0.5% | -14.6% |
| 11/6/2024 | -22.6% | -14.9% | -25.6% |
| 8/7/2024 | 19.1% | 54.9% | 86.5% |
| 5/8/2024 | 5.4% | -8.6% | -13.7% |
| 2/28/2024 | 6.2% | 19.9% | 2.1% |
| ... | |||
| SUMMARY STATS | |||
| # Positive | 13 | 7 | 8 |
| # Negative | 8 | 14 | 13 |
| Median Positive | 5.4% | 10.7% | 18.9% |
| Median Negative | -9.3% | -8.4% | -21.2% |
| Max Positive | 21.5% | 54.9% | 86.5% |
| Max Negative | -22.6% | -19.0% | -38.9% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 12/31/2025 | 02/26/2026 | 10-K |
| 09/30/2025 | 11/04/2025 | 10-Q |
| 06/30/2025 | 08/05/2025 | 10-Q |
| 03/31/2025 | 05/06/2025 | 10-Q |
| 12/31/2024 | 02/27/2025 | 10-K |
| 09/30/2024 | 11/06/2024 | 10-Q |
| 06/30/2024 | 08/07/2024 | 10-Q |
| 03/31/2024 | 05/08/2024 | 10-Q |
| 12/31/2023 | 02/28/2024 | 10-K |
| 09/30/2023 | 11/07/2023 | 10-Q |
| 06/30/2023 | 08/08/2023 | 10-Q |
| 03/31/2023 | 05/03/2023 | 10-Q |
| 12/31/2022 | 02/23/2023 | 10-K |
| 09/30/2022 | 11/02/2022 | 10-Q |
| 06/30/2022 | 08/03/2022 | 10-Q |
| 03/31/2022 | 05/04/2022 | 10-Q |
Insider Activity
Expand for More| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Tachibana, Aaron | CFO AND COO | Direct | Sell | 11282025 | 10.78 | 103,668 | 1,117,541 | 1,772,857 | Form |
| 2 | Hall, Christopher M | PRESIDENT AND CEO | Direct | Sell | 11052025 | 8.99 | 29,612 | 266,212 | 1,334,889 | Form |
| 3 | Chen, Richard | CHIEF MEDICAL OFFICER AND EVP | Direct | Sell | 7302025 | 6.57 | 452 | 2,970 | 817,998 | Form |
| 4 | Tachibana, Aaron | CFO AND COO | Direct | Sell | 7302025 | 6.57 | 641 | 4,211 | 1,080,489 | Form |
| 5 | Tachibana, Aaron | CFO AND COO | Direct | Sell | 5202025 | 4.95 | 1,291 | 6,390 | 817,240 | Form |
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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