Power REIT (PW)
Market Price (5/30/2026): $0.7831 | Market Cap: $2.9 MilSector: Financials | Industry: Diversified Capital Markets
Power REIT (PW)
Market Price (5/30/2026): $0.7831Market Cap: $2.9 MilSector: FinancialsIndustry: Diversified Capital Markets
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
Attractive cash flow generationCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 11%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 11% Attractive yieldFCF Yield is 7.7% Megatrend and thematic driversMegatrends include Renewable Energy Transition, E-commerce Logistics & Data Centers, and Sustainable & Green Buildings. Themes include Solar Energy Generation, Show more. | Weak multi-year price returns2Y Excs Rtn is -32%, 3Y Excs Rtn is -148% | Penny stockMkt Price is 0.8 Debt is significantNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 623% Weak revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is -33%, Rev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -14%, Rev Chg QQuarterly Revenue Change % is -1.1% 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 -63% Key risksPW key risks include [1] significant going concern uncertainty due to financial instability, Show more. |
| Attractive cash flow generationCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 11%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 11% |
| Attractive yieldFCF Yield is 7.7% |
| Megatrend and thematic driversMegatrends include Renewable Energy Transition, E-commerce Logistics & Data Centers, and Sustainable & Green Buildings. Themes include Solar Energy Generation, Show more. |
| Weak multi-year price returns2Y Excs Rtn is -32%, 3Y Excs Rtn is -148% |
| Penny stockMkt Price is 0.8 |
| Debt is significantNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 623% |
| Weak revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is -33%, Rev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -14%, Rev Chg QQuarterly Revenue Change % is -1.1% |
| 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 -63% |
| Key risksPW key risks include [1] significant going concern uncertainty due to financial instability, Show more. |
Qualitative Assessment
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Updated on 5/28/2026
Power REIT (PW) stock has lost about 15% since 1/31/2026 because of the following key factors:
1. Continued poor financial performance and high leverage, compounded by significant losses from asset sales. Power REIT reported a net loss of $1.06 million in Q1 2026, with Core FFO per common share remaining negative at $(0.07). The company generated a Q1 2026 revenue of $480,436, which was essentially flat year over year, and recorded a $493,890 loss from a property sale and $247,353 in impairments. This sustained unprofitability contributes to a high total debt of $20.33 million against a cash balance of just $2.04 million, and an accumulated deficit of $52.78 million.
2. High tenant concentration and ongoing issues with core assets, including delinquent taxes. In Q1 2026, approximately 96% of Power REIT's lease-related revenue was derived from just two tenants: Norfolk Southern Railway and Regulus Solar LLC, indicating significant concentration risk. Furthermore, the company faces persistent challenges with its greenhouse properties, which have experienced tenant defaults. Delinquent property taxes on these greenhouses total approximately $1.31 million, leaving the remaining portfolio exposed to potential tax foreclosure.
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Power REIT (PW) stock has lost about 15% since 1/31/2026 because of the following key factors:
1. Continued poor financial performance and high leverage, compounded by significant losses from asset sales. Power REIT reported a net loss of $1.06 million in Q1 2026, with Core FFO per common share remaining negative at $(0.07). The company generated a Q1 2026 revenue of $480,436, which was essentially flat year over year, and recorded a $493,890 loss from a property sale and $247,353 in impairments. This sustained unprofitability contributes to a high total debt of $20.33 million against a cash balance of just $2.04 million, and an accumulated deficit of $52.78 million.
2. High tenant concentration and ongoing issues with core assets, including delinquent taxes. In Q1 2026, approximately 96% of Power REIT's lease-related revenue was derived from just two tenants: Norfolk Southern Railway and Regulus Solar LLC, indicating significant concentration risk. Furthermore, the company faces persistent challenges with its greenhouse properties, which have experienced tenant defaults. Delinquent property taxes on these greenhouses total approximately $1.31 million, leaving the remaining portfolio exposed to potential tax foreclosure.
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Stock Movement Drivers
Fundamental Drivers
The -15.5% change in PW stock from 1/31/2026 to 5/29/2026 was primarily driven by a -7.7% change in the company's Shares Outstanding (Mil).| (LTM values as of) | 1312026 | 5292026 | Change |
|---|---|---|---|
| Stock Price ($) | 0.93 | 0.78 | -15.5% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 2 | 2 | -3.3% |
| P/S Multiple | 1.5 | 1.4 | -5.3% |
| Shares Outstanding (Mil) | 3 | 4 | -7.7% |
| Cumulative Contribution | -15.5% |
Market Drivers
1/31/2026 to 5/29/2026| Return | Correlation | |
|---|---|---|
| PW | -15.5% | |
| Market (SPY) | 9.6% | 19.1% |
| Sector (XLF) | -3.0% | 6.8% |
Fundamental Drivers
The 1.7% change in PW stock from 10/31/2025 to 5/29/2026 was primarily driven by a 14.0% change in the company's P/S Multiple.| (LTM values as of) | 10312025 | 5292026 | Change |
|---|---|---|---|
| Stock Price ($) | 0.77 | 0.78 | 1.7% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 2 | 2 | -3.3% |
| P/S Multiple | 1.3 | 1.4 | 14.0% |
| Shares Outstanding (Mil) | 3 | 4 | -7.7% |
| Cumulative Contribution | 1.7% |
Market Drivers
10/31/2025 to 5/29/2026| Return | Correlation | |
|---|---|---|
| PW | 1.7% | |
| Market (SPY) | 11.5% | 18.0% |
| Sector (XLF) | -0.7% | 7.8% |
Fundamental Drivers
The -28.8% change in PW stock from 4/30/2025 to 5/29/2026 was primarily driven by a -34.2% change in the company's Total Revenues ($ Mil).| (LTM values as of) | 4302025 | 5292026 | Change |
|---|---|---|---|
| Stock Price ($) | 1.10 | 0.78 | -28.8% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 3 | 2 | -34.2% |
| P/S Multiple | 1.2 | 1.4 | 17.2% |
| Shares Outstanding (Mil) | 3 | 4 | -7.7% |
| Cumulative Contribution | -28.8% |
Market Drivers
4/30/2025 to 5/29/2026| Return | Correlation | |
|---|---|---|
| PW | -28.8% | |
| Market (SPY) | 38.0% | 12.6% |
| Sector (XLF) | 7.4% | 9.6% |
Fundamental Drivers
The -70.8% change in PW stock from 4/30/2023 to 5/29/2026 was primarily driven by a -76.4% change in the company's Total Revenues ($ Mil).| (LTM values as of) | 4302023 | 5292026 | Change |
|---|---|---|---|
| Stock Price ($) | 2.68 | 0.78 | -70.8% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 9 | 2 | -76.4% |
| P/S Multiple | 1.1 | 1.4 | 34.4% |
| Shares Outstanding (Mil) | 3 | 4 | -7.7% |
| Cumulative Contribution | -70.8% |
Market Drivers
4/30/2023 to 5/29/2026| Return | Correlation | |
|---|---|---|
| PW | -70.8% | |
| Market (SPY) | 89.0% | 3.1% |
| Sector (XLF) | 63.2% | 2.8% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| PW Return | 158% | -94% | -84% | 105% | -34% | -19% | -97% |
| Peers Return | 10% | -30% | 6% | -3% | -16% | 23% | -18% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 10% | 101% |
Monthly Win Rates [3] | |||||||
| PW Win Rate | 58% | 17% | 33% | 75% | 25% | 20% | |
| Peers Win Rate | 68% | 40% | 46% | 46% | 42% | 65% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 60% | |
Max Drawdowns [4] | |||||||
| PW Max Drawdown | -29% | -95% | -90% | -72% | -64% | -50% | |
| Peers Max Drawdown | -30% | -45% | -39% | -26% | -36% | -16% | |
| S&P 500 Max Drawdown | -5% | -25% | -10% | -8% | -19% | -9% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: IIPR, AFCG, REFI, HASI.
[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 5/29/2026 (YTD)
How Low Can It Go
| Event | PW | S&P 500 |
|---|---|---|
| 2025 US Tariff Shock | ||
| % Loss | -10.9% | -18.8% |
| % Gain to Breakeven | 12.3% | 23.1% |
| Time to Breakeven | 21 days | 79 days |
| Summer-Fall 2023 Five Percent Yield Shock | ||
| % Loss | -69.0% | -9.5% |
| % Gain to Breakeven | 223.1% | 10.5% |
| Time to Breakeven | 244 days | 24 days |
| 2020 COVID-19 Crash | ||
| % Loss | -42.8% | -33.7% |
| % Gain to Breakeven | 74.7% | 50.9% |
| Time to Breakeven | 21 days | 140 days |
| Q4 2018 Fed Policy Error / Growth Scare | ||
| % Loss | -14.2% | -19.2% |
| % Gain to Breakeven | 16.5% | 23.8% |
| Time to Breakeven | 42 days | 105 days |
| 2016-2017 Trump Reflation Bond Selloff | ||
| % Loss | -20.1% | -3.7% |
| % Gain to Breakeven | 25.1% | 3.9% |
| Time to Breakeven | 138 days | 6 days |
| 2015-2016 China Devaluation / Global Growth Scare | ||
| % Loss | -16.8% | -12.2% |
| % Gain to Breakeven | 20.1% | 13.9% |
| Time to Breakeven | 153 days | 62 days |
In The Past
Power REIT's stock fell -10.9% during the 2025 US Tariff Shock. Such a loss loss requires a 12.3% gain to breakeven.
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Asset Allocation
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| Event | PW | S&P 500 |
|---|---|---|
| Summer-Fall 2023 Five Percent Yield Shock | ||
| % Loss | -69.0% | -9.5% |
| % Gain to Breakeven | 223.1% | 10.5% |
| Time to Breakeven | 244 days | 24 days |
| 2020 COVID-19 Crash | ||
| % Loss | -42.8% | -33.7% |
| % Gain to Breakeven | 74.7% | 50.9% |
| Time to Breakeven | 21 days | 140 days |
| 2016-2017 Trump Reflation Bond Selloff | ||
| % Loss | -20.1% | -3.7% |
| % Gain to Breakeven | 25.1% | 3.9% |
| Time to Breakeven | 138 days | 6 days |
| 2014-2016 Oil Price Collapse | ||
| % Loss | -56.8% | -6.8% |
| % Gain to Breakeven | 131.5% | 7.3% |
| Time to Breakeven | 341 days | 15 days |
| 2013 Taper Tantrum | ||
| % Loss | -23.7% | -0.2% |
| % Gain to Breakeven | 31.1% | 0.2% |
| Time to Breakeven | 392 days | 1 days |
In The Past
Power REIT's stock fell -10.9% during the 2025 US Tariff Shock. Such a loss loss requires a 12.3% 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 Power REIT (PW)
Power REIT is a real estate investment trust (REIT) that owns real estate related to infrastructure assets including properties for Controlled Environment Agriculture, Renewable Energy and Transportation. Power REIT is actively seeking to expand its real estate portfolio related to Controlled Environment Agriculture.
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Here are 1-3 brief analogies for Power REIT (PW):
- American Tower for agricultural and renewable energy infrastructure.
- Prologis for specialized green infrastructure facilities.
AI Analysis | Feedback
- Real Estate for Controlled Environment Agriculture: Properties specifically for indoor farming and cultivation facilities.
- Real Estate for Renewable Energy: Land and infrastructure leased for renewable energy generation projects.
- Real Estate for Transportation: Properties supporting various transportation infrastructure assets.
AI Analysis | Feedback
Power REIT (PW) is a real estate investment trust (REIT) that leases its properties to other companies. Therefore, its major customers are its tenants.
The company primarily sells to other companies, and its major customers can be categorized as follows:
- Controlled Environment Agriculture (CEA) Operators: These are private companies involved in specialized agricultural production, primarily regulated cannabis cultivation, that lease Power REIT's cultivation and processing facilities. An example of a tenant in this segment is Vertical Harvest, though it is not a public company.
- Renewable Energy Developers/Operators: These are private companies or special purpose entities that lease land and facilities from Power REIT for the development and operation of solar energy projects.
- Railroad Operators: In its transportation segment, Power REIT's primary customer is The Western New York and Pennsylvania Railroad (WNYP), a private short-line freight railroad that leases and operates on Power REIT's railroad infrastructure.
Currently, none of Power REIT's major customer companies are publicly traded.
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```htmlDavid H. Lesser, Chairman, Chief Executive Officer, Chief Financial Officer, Secretary, and Treasurer
- Mr. Lesser has over 30 years of experience in real estate investment and finance, beginning his career in investment banking.
- He has been with Power REIT since December 2011.
- He is currently, and has been for the past 25 years, president of Hudson Bay Partners, LP, an investment firm focused on real estate, real estate-related situations, and alternative energy.
- Since October 2013, he has served as Chairman and CEO of Millennium Acquisition Investment Company, now known as Millennium Sustainable Ventures Corp.
- Mr. Lesser has held leadership roles with public real estate investment trusts (REITs), including Senior Vice President of Crescent Real Estate Equities and Director of Keystone Property Trust.
- His investment firm, Hudson Bay Partners, LP, sponsored the merger of two real estate companies into a small capitalization REIT (American Real Estate Investments) to ultimately form Keystone Property Trust, which was listed on the American Stock Exchange.
- He founded Intellistay Hospitality Management LLC in 2015.
Susan P. Hollander, Chief Accounting Officer
- Ms. Hollander brings over 30 years of experience in accounting, finance, and tax, primarily within the REIT industry.
- She is responsible for strategic accounting, compliance, and financial functions, including SEC and statutory filings.
- Ms. Hollander has been working with David Lesser since 2017 in various capacities across several entities, increasingly focusing her efforts on Power REIT.
- Prior to that, Ms. Hollander was Controller at Boston Provident, LP, a hedge fund, for over 22 years, where she focused primarily on financial reporting, trading operations, fund accounting, and performance reporting.
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The public company Power REIT (PW) faces several key risks, primarily stemming from the concentrated nature of its specialized real estate portfolio and its operational requirements as a Real Estate Investment Trust (REIT).
Key Risks to Power REIT (PW)
- Concentration and Execution Risk: Power REIT's investment portfolio is concentrated in a relatively small number of investments, industries (Controlled Environment Agriculture, Renewable Energy, and Transportation), and lessees. The success of its business strategy is highly dependent on the ability to execute new, accretive acquisitions and to successfully resolve ongoing tenant issues within a highly competitive market for investment opportunities. This concentration means that adverse events affecting a few tenants or properties, or difficulties in securing new profitable ventures, could have a disproportionately significant impact on the company's financial performance.
- Reliance on Additional Capital and Substantial Indebtedness: As a REIT, Power REIT requires additional capital to fund new investments and expand its portfolio. The company currently has a substantial amount of indebtedness, which may limit its financial and operating flexibility and could adversely affect its ability to incur further debt for future needs. Furthermore, the inability to refinance existing or future indebtedness on favorable terms, or at all, combined with fluctuations in interest rates, poses a significant financial risk by potentially increasing interest expenses and the cost of capital.
- Regulatory and Compliance Risks for REIT Status and Cannabis Operations: A fundamental risk for Power REIT is the potential failure to maintain its qualification as a REIT, which would subject the company to U.S. federal income tax and applicable state and local taxes, significantly impacting its profitability. Additionally, a portion of Power REIT's Controlled Environment Agriculture portfolio is involved in state-licensed cannabis cultivation. Evolving state and local regulations concerning cannabis could negatively affect these properties and tenants. There is also a risk that if Power REIT is deemed subject to Section 280E of the U.S. Internal Revenue Code, it could incur U.S. federal income tax, further impacting its financial results.
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Power REIT (symbol: PW) operates in several significant addressable markets related to infrastructure assets, including Controlled Environment Agriculture, Renewable Energy, and Transportation.
Controlled Environment Agriculture (CEA)
- The global Controlled Environment Agriculture market was valued at approximately USD 96.1 billion in 2024 and is projected to reach around USD 507.3 billion by 2034, growing at a Compound Annual Growth Rate (CAGR) of 18.1% during the forecast period (2025-2034).
- Another estimate places the global CEA market at USD 87.19 billion in 2024, with a projection to expand to USD 271.01 billion by 2032, exhibiting a CAGR of 15.23% during the 2025–2032 period.
- In 2023, the global Controlled Environment Agriculture market size was valued at USD 51.9 billion and is estimated to grow to USD 168.7 billion by 2032, at a CAGR of 14% between 2024 and 2032.
- North America is a leading region in the global Controlled Environment Agriculture market, holding approximately 35% of the market share in 2023 and is expected to exceed USD 95 billion by 2032.
Renewable Energy Infrastructure
- The global clean energy infrastructure market was valued at USD 0.7 trillion in 2023 and is projected to reach USD 1.8 trillion by 2033, with a CAGR of 9.2% from 2024 to 2033.
- The broader global renewable energy market was estimated at USD 1.602 trillion in 2025 and is projected to reach USD 4.860.85 trillion by 2033, with a CAGR of 14.7% from 2026 to 2033.
- North America is expected to maintain a leading position in the renewable energy infrastructure market, with a projected market size of USD 400.0 billion as of December 2025.
- The U.S. renewable energy market was valued at USD 140.6 billion in 2025 and is projected to reach USD 444.9 billion by 2035, growing at a CAGR of 12.3% during 2026 to 2035.
Transportation Infrastructure
- The global transportation infrastructure market was valued at USD 1.770 trillion in 2021 and is projected to reach USD 3.606.8 trillion by 2031, growing at a CAGR of 7.2% from 2022 to 2031.
- The global transportation infrastructure construction market was valued at USD 3.4 trillion in 2022 and is anticipated to grow to USD 5.1 trillion by 2032, expanding at a CAGR of 4% from 2023 to 2032.
- In the U.S., the transportation infrastructure market was valued at USD 380.4 billion in 2024 and is expected to grow to USD 550.5 billion by 2032, with a CAGR of 4.9% from 2025 to 2032.
- The United States transportation infrastructure construction market is expected to grow from USD 233.03 billion in 2025 to USD 298.12 billion by 2031, at a CAGR of 4.19% over 2026-2031.
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Power REIT (PW) anticipates future revenue growth over the next 2-3 years will be driven by several key factors, primarily centered on its strategic focus on Controlled Environment Agriculture (CEA) and the structure of its real estate leases.
- Expansion of the Controlled Environment Agriculture (CEA) Portfolio: Power REIT has explicitly stated its ongoing strategy to expand its real estate portfolio related to Controlled Environment Agriculture, with a particular emphasis on properties for cannabis cultivation. The company aims to achieve significant earnings growth through the acquisition of additional CEA assets, indicating an active pipeline of potential acquisitions.
- Contractual Rent Escalations from Existing Triple-Net Leases: The REIT's business model largely relies on long-term triple-net leases, where tenants are responsible for property-related expenses. Many of these leases, particularly within the CEA segment, include contractual annual rent escalators, such as a 3% per annum increase after an initial deferred rent period. This built-in mechanism provides a consistent source of organic revenue growth from its existing asset base.
- Strategic Redeployment of Capital: Although Power REIT has faced recent financial challenges, including declining revenue and efforts to restructure debt and sell underperforming assets, a successful navigation of these issues is expected to free up capital. This capital can then be strategically redeployed into new, accretive CEA investments or the development of existing properties, aligning with the company's long-term growth objectives for its core portfolio.
- Improved Performance and Stability of Existing CEA Tenants: A significant portion of Power REIT's revenue is derived from its CEA greenhouse tenants, many of whom are involved in cannabis cultivation. While the company has experienced tenant defaults and challenges in this market, a stabilization or rebound in the cannabis industry, coupled with the improved operational and financial health of its tenants, would lead to more consistent rental payments and enhanced revenue generation from the current portfolio. Power REIT has engaged in lease amendments to support tenants during market challenges, indicating an active role in fostering tenant stability.
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Outbound Investments
- Power REIT acquired an indoor cannabis-growing facility in Parma for $28.5 million.
Capital Expenditures
- In March 2022, Power REIT agreed to fund energy efficiency improvements at its greenhouse in York County, Maine.
Trade Ideas
Select ideas related to PW.
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Research & Analysis
Invest in Strategies
Wealth Management
Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 11.37 |
| Mkt Cap | 0.2 |
| Rev LTM | 55 |
| Op Inc LTM | 62 |
| FCF LTM | 24 |
| FCF 3Y Avg | 27 |
| CFO LTM | 24 |
| CFO 3Y Avg | 27 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | -13.6% |
| Rev Chg 3Y Avg | -2.6% |
| Rev Chg Q | -1.1% |
| QoQ Delta Rev Chg LTM | -0.3% |
| Op Inc Chg LTM | 41.3% |
| Op Inc Chg 3Y Avg | -24.1% |
| Op Mgn LTM | 25.6% |
| Op Mgn 3Y Avg | -22.0% |
| QoQ Delta Op Mgn LTM | 12.0% |
| CFO/Rev LTM | 43.9% |
| CFO/Rev 3Y Avg | 31.1% |
| FCF/Rev LTM | 43.9% |
| FCF/Rev 3Y Avg | 31.1% |
Valuation
| Median | |
|---|---|
| Name | |
| Mkt Cap | 0.2 |
| P/S | 4.3 |
| P/Op Inc | 22.8 |
| P/EBIT | 1.9 |
| P/E | 7.8 |
| P/CFO | 9.9 |
| Total Yield | 5.2% |
| Dividend Yield | 4.1% |
| FCF Yield 3Y Avg | 1.8% |
| D/E | 1.0 |
| Net D/E | 1.0 |
Returns
| Median | |
|---|---|
| Name | |
| 1M Rtn | 3.8% |
| 3M Rtn | 13.6% |
| 6M Rtn | 22.3% |
| 12M Rtn | -9.7% |
| 3Y Rtn | 18.9% |
| 1M Excs Rtn | -2.4% |
| 3M Excs Rtn | 3.4% |
| 6M Excs Rtn | 13.1% |
| 12M Excs Rtn | -37.9% |
| 3Y Excs Rtn | -68.8% |
Price Behavior
Price Behavior
| Market Price | $0.78 | |
| Market Cap ($ Bil) | 0.0 | |
| First Trading Date | 03/17/1980 | |
| Distance from 52W High | -52.5% | |
| 50 Days | 200 Days | |
| DMA Price | $0.74 | $0.89 |
| DMA Trend | down | down |
| Distance from DMA | 5.9% | -11.8% |
| 3M | 1YR | |
| Volatility | 86.6% | 93.4% |
| Downside Capture | 245.24 | 127.15 |
| Upside Capture | 107.78 | 48.21 |
| Correlation (SPY) | 20.2% | 12.4% |
PW Betas & Captures as of 4/30/2026
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 2.05 | 1.54 | 1.40 | 1.47 | 1.00 | 0.30 |
| Up Beta | 2.30 | 1.72 | 1.71 | 1.86 | 1.37 | 0.30 |
| Down Beta | -5.05 | -0.77 | -1.33 | 0.69 | 1.01 | 0.80 |
| Up Capture | 59% | 127% | 134% | 175% | 29% | -3% |
| Bmk +ve Days | 15 | 22 | 31 | 66 | 141 | 428 |
| Stock +ve Days | 10 | 17 | 26 | 55 | 109 | 335 |
| Down Capture | 692% | 248% | 224% | 136% | 117% | 60% |
| Bmk -ve Days | 4 | 18 | 30 | 56 | 108 | 321 |
| Stock -ve Days | 12 | 24 | 35 | 66 | 131 | 379 |
[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 PW | |
|---|---|---|---|---|
| PW | -29.6% | 93.4% | 0.05 | - |
| Sector ETF (XLF) | 3.5% | 14.4% | 0.02 | 9.4% |
| Equity (SPY) | 30.3% | 11.8% | 1.94 | 12.6% |
| Gold (GLD) | 37.5% | 26.7% | 1.17 | 1.3% |
| Commodities (DBC) | 39.6% | 18.8% | 1.63 | -4.6% |
| Real Estate (VNQ) | 12.5% | 13.1% | 0.64 | 10.1% |
| Bitcoin (BTCUSD) | -31.8% | 41.6% | -0.81 | 14.4% |
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Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with PW | |
|---|---|---|---|---|
| PW | -54.2% | 118.6% | -0.16 | - |
| Sector ETF (XLF) | 8.4% | 18.6% | 0.34 | 10.4% |
| Equity (SPY) | 14.3% | 17.0% | 0.66 | 11.8% |
| Gold (GLD) | 18.8% | 18.0% | 0.85 | 2.0% |
| Commodities (DBC) | 10.2% | 19.4% | 0.41 | 7.9% |
| Real Estate (VNQ) | 3.4% | 18.8% | 0.08 | 11.2% |
| Bitcoin (BTCUSD) | 14.6% | 54.6% | 0.46 | 5.9% |
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Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with PW | |
|---|---|---|---|---|
| PW | -15.9% | 95.1% | 0.22 | - |
| Sector ETF (XLF) | 12.8% | 22.1% | 0.53 | 14.2% |
| Equity (SPY) | 15.9% | 17.9% | 0.76 | 15.4% |
| Gold (GLD) | 13.3% | 16.0% | 0.69 | 2.5% |
| Commodities (DBC) | 7.3% | 17.9% | 0.33 | 9.2% |
| Real Estate (VNQ) | 5.7% | 20.7% | 0.24 | 15.8% |
| Bitcoin (BTCUSD) | 67.0% | 66.9% | 1.06 | 6.7% |
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Earnings Returns History
Updated 5/29/2026| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 8/12/2022 | 7.2% | 33.9% | -0.8% |
| 5/10/2022 | 0.4% | 22.5% | 10.0% |
| 11/16/2021 | 2.3% | -17.6% | -16.9% |
| 8/9/2021 | 7.8% | 14.9% | 19.9% |
| 5/7/2021 | -0.2% | -14.8% | 3.0% |
| 10/28/2020 | 14.8% | 19.5% | 23.3% |
| 7/29/2020 | 0.1% | -1.1% | -21.1% |
| SUMMARY STATS | |||
| # Positive | 6 | 4 | 4 |
| # Negative | 1 | 3 | 3 |
| Median Positive | 4.8% | 21.0% | 14.9% |
| Median Negative | -0.2% | -14.8% | -16.9% |
| Max Positive | 14.8% | 33.9% | 23.3% |
| Max Negative | -0.2% | -17.6% | -21.1% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 03/31/2026 | 05/15/2026 | 10-Q |
| 12/31/2025 | 03/31/2026 | 10-K |
| 09/30/2025 | 10/24/2025 | 10-Q |
| 06/30/2025 | 08/05/2025 | 10-Q |
| 03/31/2025 | 05/14/2025 | 10-Q |
| 12/31/2024 | 03/31/2025 | 10-K |
| 09/30/2024 | 10/31/2024 | 10-Q |
| 06/30/2024 | 08/07/2024 | 10-Q |
| 03/31/2024 | 05/10/2024 | 10-Q |
| 12/31/2023 | 03/29/2024 | 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 | 08/12/2022 | 10-Q |
Insider Activity
Updated 4/26/2026| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Posner, Henry Iii | Direct | Buy | 2102026 | 6.61 | 24,633 | 162,929 | 224,884 | Form | |
| 2 | Posner, Henry Iii | Direct | Buy | 2042026 | 8.00 | 575 | 4,600 | 74,936 | Form | |
| 3 | Posner, Henry Iii | Direct | Buy | 2042026 | 8.00 | 647 | 5,176 | 70,336 | Form | |
| 4 | Posner, Henry Iii | Direct | Buy | 2042026 | 7.93 | 800 | 6,344 | 64,590 | Form | |
| 5 | Posner, Henry Iii | Direct | Buy | 1302026 | 8.41 | 2,548 | 21,433 | 61,784 | 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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Core Cache Last Updated: 5/29/2026