Tearsheet

Rapid Micro Biosystems (RPID)


Market Price (5/13/2026): $2.59 | Market Cap: $116.4 Mil
Sector: Health Care | Industry: Life Sciences Tools & Services

Rapid Micro Biosystems (RPID)


Market Price (5/13/2026): $2.59
Market Cap: $116.4 Mil
Sector: Health Care
Industry: Life Sciences Tools & Services

Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.

0

Cash is significant % of market cap
Net D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is -15%

Megatrend and thematic drivers
Megatrends include Precision Medicine, Biotechnology & Genomics, and Automation & Robotics. Themes include Biopharmaceutical R&D, Show more.

Not profitable at operating income level
Op Inc LTMOperating Income, Last Twelve Months is -45 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -149%

Significant share based compensation
SBC/Rev LTMShare Based Compensation / Revenue (Sales), Last Twelve Months (LTM) is 13%

Not cash flow generative
CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is -124%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -126%

Yield minus risk free rate is negative
ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -42%

Key risks
RPID key risks include [1] its significant cash burn and uncertain path to profitability, Show more.

0 Cash is significant % of market cap
Net D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is -15%
1 Megatrend and thematic drivers
Megatrends include Precision Medicine, Biotechnology & Genomics, and Automation & Robotics. Themes include Biopharmaceutical R&D, Show more.
2 Not profitable at operating income level
Op Inc LTMOperating Income, Last Twelve Months is -45 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -149%
3 Significant share based compensation
SBC/Rev LTMShare Based Compensation / Revenue (Sales), Last Twelve Months (LTM) is 13%
4 Not cash flow generative
CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is -124%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -126%
5 Yield minus risk free rate is negative
ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -42%
6 Key risks
RPID key risks include [1] its significant cash burn and uncertain path to profitability, Show more.

Valuation, Metrics & Events

Price Chart

Why The Stock Moved

Qualitative Assessment

AI Analysis | Feedback

Rapid Micro Biosystems (RPID) stock has lost about 40% since 1/31/2026 because of the following key factors:

1. Continued Unprofitability and Missed Earnings Expectations.

Rapid Micro Biosystems reported a net loss of $47.1 million for the full year 2025. Additionally, the company missed analyst earnings per share (EPS) estimates for Q4 2025, reporting a loss of ($0.28) per share against a consensus estimate of ($0.23), a miss of $0.05 per share.

2. Weak Financial Health Indicated by Negative Margins.

The company demonstrated significant financial challenges with a negative net margin of 140.30% and a negative return on equity of 95.40%. This indicates a struggle with profitability relative to revenue and shareholder equity. An accumulated deficit of $522.4 million was also reported for the full year 2025.

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Stock Movement Drivers

Fundamental Drivers

The -41.8% change in RPID stock from 1/31/2026 to 5/12/2026 was primarily driven by a -41.8% change in the company's P/S Multiple.
(LTM values as of)13120265122026Change
Stock Price ($)4.432.58-41.8%
Change Contribution By: 
Total Revenues ($ Mil)31310.0%
P/S Multiple6.53.8-41.8%
Shares Outstanding (Mil)45450.0%
Cumulative Contribution-41.8%

LTM = Last Twelve Months as of date shown

Market Drivers

1/31/2026 to 5/12/2026
ReturnCorrelation
RPID-41.8% 
Market (SPY)7.0%51.0%
Sector (XLV)-5.4%31.2%

Fundamental Drivers

The -13.7% change in RPID stock from 10/31/2025 to 5/12/2026 was primarily driven by a -13.8% change in the company's P/S Multiple.
(LTM values as of)103120255122026Change
Stock Price ($)2.992.58-13.7%
Change Contribution By: 
Total Revenues ($ Mil)30310.8%
P/S Multiple4.43.8-13.8%
Shares Outstanding (Mil)4545-0.7%
Cumulative Contribution-13.7%

LTM = Last Twelve Months as of date shown

Market Drivers

10/31/2025 to 5/12/2026
ReturnCorrelation
RPID-13.7% 
Market (SPY)8.8%27.0%
Sector (XLV)2.0%28.7%

Fundamental Drivers

The 11.2% change in RPID stock from 4/30/2025 to 5/12/2026 was primarily driven by a 8.8% change in the company's Total Revenues ($ Mil).
(LTM values as of)43020255122026Change
Stock Price ($)2.322.5811.2%
Change Contribution By: 
Total Revenues ($ Mil)28318.8%
P/S Multiple3.63.85.0%
Shares Outstanding (Mil)4445-2.6%
Cumulative Contribution11.2%

LTM = Last Twelve Months as of date shown

Market Drivers

4/30/2025 to 5/12/2026
ReturnCorrelation
RPID11.2% 
Market (SPY)34.6%26.3%
Sector (XLV)5.7%20.1%

Fundamental Drivers

The 159.3% change in RPID stock from 4/30/2023 to 5/12/2026 was primarily driven by a 78.2% change in the company's Total Revenues ($ Mil).
(LTM values as of)43020235122026Change
Stock Price ($)0.992.58159.3%
Change Contribution By: 
Total Revenues ($ Mil)173178.2%
P/S Multiple2.53.853.6%
Shares Outstanding (Mil)4345-5.2%
Cumulative Contribution159.3%

LTM = Last Twelve Months as of date shown

Market Drivers

4/30/2023 to 5/12/2026
ReturnCorrelation
RPID159.3% 
Market (SPY)84.4%22.1%
Sector (XLV)14.8%21.8%

Return vs. Risk

Price Returns Compared

 202120222023202420252026Total [1]
Returns
RPID Return-50%-89%-35%22%222%-11%-88%
Peers Return37%-22%1%-10%4%-20%-18%
S&P 500 Return27%-19%24%23%16%8%97%

Monthly Win Rates [3]
RPID Win Rate33%8%42%58%50%60% 
Peers Win Rate72%37%50%40%52%20% 
S&P 500 Win Rate75%42%67%75%67%60% 

Max Drawdowns [4]
RPID Max Drawdown-56%-89%-35%-19%0%-27% 
Peers Max Drawdown-6%-33%-22%-15%-29%-22% 
S&P 500 Max Drawdown-1%-25%-1%-2%-15%-7% 


[1] Cumulative total returns since the beginning of 2021
[2] Peers: TMO, DHR, BDX, CRL, RGEN.
[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 5/12/2026 (YTD)

How Low Can It Go

EventRPIDS&P 500
2025 US Tariff Shock
  % Loss-46.8%-18.8%
  % Gain to Breakeven87.9%23.1%
  Time to Breakeven56 days79 days
Summer-Fall 2023 Five Percent Yield Shock
  % Loss-10.1%-9.5%
  % Gain to Breakeven11.2%10.5%
  Time to Breakeven6 days24 days
2023 SVB Regional Banking Crisis
  % Loss-36.2%-6.7%
  % Gain to Breakeven56.6%7.1%
  Time to Breakeven624 days31 days

Compare to TMO, DHR, BDX, CRL, RGEN

In The Past

Rapid Micro Biosystems's stock fell -46.8% during the 2025 US Tariff Shock. Such a loss loss requires a 87.9% gain to breakeven.

Preserve Wealth

Limiting losses and compounding gains is essential to preserving wealth.

Asset Allocation

Actively managed asset allocation strategies protect wealth. Learn more.

EventRPIDS&P 500
2025 US Tariff Shock
  % Loss-46.8%-18.8%
  % Gain to Breakeven87.9%23.1%
  Time to Breakeven56 days79 days
2023 SVB Regional Banking Crisis
  % Loss-36.2%-6.7%
  % Gain to Breakeven56.6%7.1%
  Time to Breakeven624 days31 days

Compare to TMO, DHR, BDX, CRL, RGEN

In The Past

Rapid Micro Biosystems's stock fell -46.8% during the 2025 US Tariff Shock. Such a loss loss requires a 87.9% gain to breakeven.

Preserve Wealth

Limiting losses and compounding gains is essential to preserving wealth.

Asset Allocation

Actively managed asset allocation strategies protect wealth. Learn more.

About Rapid Micro Biosystems (RPID)

Rapid Micro Biosystems, Inc., a life sciences technology company, provides products for the detection of microbial contamination in the manufacture of pharmaceutical, medical devices, and personal care products in North America, Europe, and Asia. The company offers Growth Direct platform, which includes Growth Direct system, proprietary consumables, lab information management system connection software, and comprehensive customer support and validation services. Its platform automates and modernizes the manual microbial quality control (MQC) testing workflows for therapeutic modalities, such as biologics, vaccines, cell and gene therapies, and sterile injectables. The company also provides installation and verification, technical training, and support services. Its solutions are used in environmental monitoring, water testing, bioburden, and sterility release testing applications. The company was formerly known as Genomic Profiling Systems, Inc. and changed its name to Rapid Micro Biosystems, Inc. in January 2007. Rapid Micro Biosystems, Inc. was incorporated in 2006 and is headquartered in Lowell, Massachusetts.

AI Analysis | Feedback

```html
  • Imagine an Illumina, but instead of sequencing DNA, they provide automated systems and consumables for detecting microbial contamination in pharmaceutical and medical device manufacturing.
  • They're like the Cepheid (makers of the automated GeneXpert system) for industrial microbial quality control in manufacturing, bringing rapid, automated pathogen detection to factories instead of clinics.
```

AI Analysis | Feedback

  • Growth Direct System: An automated system designed for rapid microbial detection in quality control workflows.
  • Proprietary Consumables: Specialized materials essential for the operation of the Growth Direct System.
  • Lab Information Management System (LIMS) Connection Software: Software that integrates the Growth Direct System with existing laboratory data management systems.
  • Installation and Verification Services: Services provided for the setup, installation, and confirmation of the proper functioning of the Growth Direct System.
  • Technical Training Services: Educational services offered to customers on the operation and maintenance of the Growth Direct System.
  • Customer Support and Validation Services: Comprehensive support and validation assistance provided for the Growth Direct Platform.

AI Analysis | Feedback

Rapid Micro Biosystems (RPID) sells primarily to other companies. Based on the provided background, its major customers are manufacturers in the following industries:
  • Pharmaceutical (including those producing biologics, vaccines, cell and gene therapies, and sterile injectables)
  • Medical devices
  • Personal care products

AI Analysis | Feedback

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AI Analysis | Feedback

Robert Spignesi, President & CEO

Robert Spignesi has over 20 years of leadership experience, having served as Vice President and General Manager, Americas, for the Microbiology Division of Thermo Fisher Scientific. He was also the VP of Global Strategy, Marketing, and Business Development for Fisher Scientific. Additionally, he held senior positions at McKesson Corporation and its affiliates, including EVP Operations and Development and National Vice President of Sales and Business Development. Earlier in his career, Mr. Spignesi was a senior consultant within the Life Sciences and Healthcare practice of Deloitte Consulting and an aviation officer with the U.S. Army.

Sean Wirtjes, Chief Financial Officer

Sean Wirtjes possesses over 30 years of broad financial experience in the healthcare and technology industries. Most recently, he was the Vice President, Finance and Controller of Asia Pacific, Middle East and Africa (AMEA) for Boston Scientific, a medical device manufacturer. Prior to that, he served as Vice President of Investor Relations at Boston Scientific and held progressive roles at Varian, Inc., including Vice President and Controller and Vice President, Finance and Treasurer. Mr. Wirtjes also served as Corporate Controller at Quova and began his career with PricewaterhouseCoopers, where he served emerging, high-growth clients across the healthcare and technology industries.

John Wilson, Chief Operating Officer

John Wilson brings over 20 years of experience from Medtronic and Becton Dickinson, most recently as the Vice President of Global Operations. He has held multiple leadership positions in quality, operational excellence, global operations, product development, and direct day-to-day plant management activities. Mr. Wilson also served in the U.S. Army.

James Xu, Senior VP Legal & Secretary

James Xu leads the global legal function at Rapid Micro Biosystems. Previously, he was a Partner in the life sciences business unit at Goodwin Procter LLP, a global law firm. During his 13 years at Goodwin, Mr. Xu advised numerous innovative and high-growth emerging companies in the healthcare industry, focusing on capital markets, corporate finance, public company reporting, and governance.

Todd Ballantyne, VP Research & Development

Todd Ballantyne has over 30 years of research and development experience in complex electro-mechanical systems for industries including life sciences, medical devices, machine vision, and defense. He previously led the Rapid Micro Biosystems software and vision teams. Before joining the company, Mr. Ballantyne led the Medtronic Hugo surgical robotics software team and the DEKA R&D Vivia hemodialysis systems team. He is a named inventor on patents related to computer backplane networking and surgical robotic arm control.

AI Analysis | Feedback

Here are the key risks to Rapid Micro Biosystems (RPID):
  1. Persistent Unprofitability and Financial Health Challenges: Rapid Micro Biosystems has consistently reported significant net losses and negative operating and net margins, resulting in an accumulated deficit of $522.4 million as of December 31, 2025. The company is also experiencing cash burn, which raises concerns about its long-term financial sustainability. A low Piotroski F-Score and Altman Z-Score further indicate potential operational challenges and financial distress.

  2. Barriers to Adoption of Rapid Microbial Methods (RMMs): Despite strong interest (93% of surveyed participants) in rapid sterility testing, the actual adoption rate of Rapid Microbial Methods (RMMs), including Rapid Micro Biosystems' Growth Direct system, remains relatively low at 28%. The primary hurdles hindering widespread adoption are the high cost of instruments and tests, the perceived complexity of the validation process, and the training requirements associated with new systems.

  3. Reliance on Large Multi-System Orders: The company's revenue growth is significantly dependent on securing and executing large, multi-system orders from major pharmaceutical manufacturers. This dependency introduces volatility and uncertainty, as evidenced by management's guidance that the lower end of their 2026 revenue projection assumes no new large multi-system orders beyond those already announced. The timing and scale of these substantial purchases pose an ongoing execution risk for the business.

AI Analysis | Feedback

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AI Analysis | Feedback

The addressable markets for Rapid Micro Biosystems' main products and services are significant, primarily within the global microbial quality control (MQC) testing sector for pharmaceutical manufacturing.

Rapid Micro Biosystems estimates its total addressable market (TAM) for its Growth Direct systems to be approximately $5.0 billion globally. Additionally, the company projects the market for annual recurring sales of its consumables and services, addressable by its MQC testing solutions, to also be approximately $5.0 billion globally. These estimates are based on a total global sales opportunity of an estimated 10,000 Growth Direct systems and approximately 350 million tests conducted annually that could be addressed by their solutions.

The company operates within the broader global automated microbiology testing market, which was valued at approximately USD 7.62 billion in 2024 and is projected to grow to a substantial USD 21.71 billion by 2034, with a compound annual growth rate (CAGR) of around 10.71% from 2025 to 2034.

Specifically for the pharmaceutical microbiology quality control (QC) testing market, which directly aligns with Rapid Micro Biosystems' offerings, the global market size was valued at USD 12.18 billion in 2024 and is projected to reach USD 40.85 billion by 2035, growing at a CAGR of 12.9%. North America held the largest share of this market, accounting for 39.10% in 2025.

AI Analysis | Feedback

Rapid Micro Biosystems (RPID) is expected to drive future revenue growth over the next 2-3 years through several key initiatives and market trends:

  • Accelerated Growth Direct System Placements: The company anticipates significant growth from the increased placement of its Growth Direct systems. Management has provided guidance for 30 to 38 system placements in 2026, building on strong commercial momentum, including multi-system orders from major pharmaceutical partners like Amgen and Samsung Biologics. These enterprise-level adoptions by larger biopharmaceutical manufacturers are crucial for expanding the installed base globally.
  • Expansion of Recurring Revenue from Consumables and Services: As the installed base of Growth Direct systems grows, the demand for proprietary consumables and comprehensive customer support and validation services is also expected to increase. Recurring revenue from these sources is already a significant portion of total revenue and is projected to expand, ensuring a consistent revenue stream.
  • Launch of New Product Innovations, Particularly Analytics Software: Rapid Micro Biosystems plans to introduce new product innovations, specifically in analytics software. A next-generation, cloud-enabled software platform is slated for release in late 2026, which is designed to offer deeper insights and faster decision-making capabilities for global quality and manufacturing operations, thereby enhancing customer value and driving new revenue.
  • Strategic Partnerships and International Market Expansion: The ongoing collaboration with MilliporeSigma is expected to play a meaningful role in contributing to system placements in 2026, especially through specialist training and demo lab setups in Europe and Asia. This partnership facilitates broader market penetration and geographic expansion.
  • Benefiting from Industry Trends in Onshoring and Automation: Broader industry trends, such as the increasing focus on onshoring manufacturing and the growing demand for automation within pharmaceutical production, are anticipated to serve as significant tailwinds for Rapid Micro Biosystems. These trends underscore the critical need for efficient microbial quality control solutions, aligning with the company's core offerings.

AI Analysis | Feedback

Capital Allocation Decisions for Rapid Micro Biosystems (RPID)

Share Issuance

  • Rapid Micro Biosystems completed its initial public offering (IPO) on July 14, 2021, issuing 7,920,000 shares of Class A common stock at $20.00 per share.
  • The IPO generated expected gross proceeds of $158.4 million for the company.
  • Additionally, underwriters were granted a 30-day option to purchase up to an extra 1,188,000 shares of Class A common stock at the IPO price.

Inbound Investments

  • In August 2025, Rapid Micro Biosystems secured a five-year, $45 million term loan facility from Trinity Capital Inc.
  • At the close of this facility, $20 million was funded.
  • This capital influx is intended to strengthen the company's financial position and support its objectives for long-term revenue growth, gross margin expansion, and shareholder value.

Capital Expenditures

  • Capital expenditures for the fourth quarter of 2025 amounted to $0.1 million.
  • For the second quarter of 2025, capital expenditures were $0.4 million.
  • The company anticipates capital expenditures of $2 million for the full year 2026, likely focused on operational scaling, including manufacturing, service, and research and development capabilities to support the Growth Direct platform.

Better Bets vs. Rapid Micro Biosystems (RPID)

Latest Trefis Analyses

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Trade Ideas

Select ideas related to RPID.

Unique KeyDateTickerCompanyCategoryTrade Strategy6M Fwd Rtn12M Fwd Rtn12M Max DD
GEHC_4302026_Dip_Buyer_FCFYield04302026GEHCGE HealthCare TechnologiesDip BuyDB | FCFY OPMDip Buy with High FCF Yield and High Margin
Buying dips for companies with high FCF yield and meaningfully high operating margin
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IQV_4302026_Dip_Buyer_FCFYield04302026IQVIQVIADip BuyDB | FCFY OPMDip Buy with High FCF Yield and High Margin
Buying dips for companies with high FCF yield and meaningfully high operating margin
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UHS_4302026_Dip_Buyer_FCFYield04302026UHSUniversal Health ServicesDip BuyDB | FCFY OPMDip Buy with High FCF Yield and High Margin
Buying dips for companies with high FCF yield and meaningfully high operating margin
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ABT_4302026_Dip_Buyer_ValueBuy04302026ABTAbbott LaboratoriesDip BuyDB | P/E OPMDip Buy with Low PE and High Margin
Buying dips for companies with tame PE and meaningfully high operating margin
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ZBIO_4302026_Insider_Buying_45D_2Buy_200K04302026ZBIOZenas BioPharmaInsiderInsider Buys 45DStrong Insider Buying
Companies with multiple insider buys in the last 45 days
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Recent Active Movers

Peer Comparisons

Peers to compare with:

Financials

RPIDTMODHRBDXCRLRGENMedian
NameRapid Mi.Thermo F.Danaher Becton D.Charles .Repligen  
Mkt Price2.58459.30166.26147.51168.69113.60156.88
Mkt Cap0.1170.9117.741.48.36.424.8
Rev LTM3145,19624,77821,3664,02776312,697
Op Inc LTM-458,2074,7603,093446521,770
FCF LTM-396,7485,2913,0573911041,724
FCF 3Y Avg-447,0115,2472,8954561101,676
CFO LTM-388,2876,4393,8316071312,219
CFO 3Y Avg-438,4516,5483,6306961412,163

Growth & Margins

RPIDTMODHRBDXCRLRGENMedian
NameRapid Mi.Thermo F.Danaher Becton D.Charles .Repligen  
Rev Chg LTM16.6%5.4%4.0%6.4%0.1%17.4%5.9%
Rev Chg 3Y Avg19.5%1.1%-0.1%4.4%-0.5%1.3%1.2%
Rev Chg Q3.1%6.2%3.7%5.2%1.2%14.8%4.4%
QoQ Delta Rev Chg LTM0.8%1.4%0.9%1.1%0.3%3.4%1.0%
Op Inc Chg LTM12.5%4.7%-1.3%22.3%14.1%292.7%13.3%
Op Inc Chg 3Y Avg8.8%3.7%-10.7%8.2%-10.7%-123.9%-3.5%
Op Mgn LTM-148.8%18.2%19.2%14.5%11.1%6.8%12.8%
Op Mgn 3Y Avg-215.6%17.9%20.2%13.2%11.6%1.2%12.4%
QoQ Delta Op Mgn LTM3.4%-0.0%0.1%0.5%1.1%1.0%0.7%
CFO/Rev LTM-123.6%18.3%26.0%17.9%15.1%17.1%17.5%
CFO/Rev 3Y Avg-173.5%19.4%27.2%17.8%17.2%21.1%18.6%
FCF/Rev LTM-126.4%14.9%21.4%14.3%9.7%13.7%14.0%
FCF/Rev 3Y Avg-180.2%16.1%21.8%14.2%11.3%16.4%15.2%

Valuation

RPIDTMODHRBDXCRLRGENMedian
NameRapid Mi.Thermo F.Danaher Becton D.Charles .Repligen  
Mkt Cap0.1170.9117.741.48.36.424.8
P/S3.83.84.71.92.18.43.8
P/Op Inc-2.620.824.713.418.5122.519.7
P/EBIT-2.419.225.618.4-138.782.018.8
P/E-2.625.031.936.4-44.7124.628.4
P/CFO-3.120.618.310.813.649.015.9
Total Yield-38.2%4.0%3.1%5.6%-2.2%0.8%2.0%
Dividend Yield0.0%0.0%0.0%2.9%0.0%0.0%0.0%
FCF Yield 3Y Avg-65.2%3.6%3.4%5.0%5.0%1.4%3.5%
D/E0.20.30.20.40.40.10.2
Net D/E-0.10.20.10.40.3-0.00.2

Returns

RPIDTMODHRBDXCRLRGENMedian
NameRapid Mi.Thermo F.Danaher Becton D.Charles .Repligen  
1M Rtn21.7%-7.4%-12.3%-4.4%-4.0%-5.4%-4.9%
3M Rtn-36.8%-14.8%-24.2%-13.5%-6.9%-20.6%-17.7%
6M Rtn-31.4%-21.6%-22.7%0.5%-2.8%-26.0%-22.1%
12M Rtn-11.6%6.6%-16.6%9.5%17.9%-15.0%-2.5%
3Y Rtn185.1%-11.6%-16.3%-21.4%-11.8%-25.3%-14.1%
1M Excs Rtn13.7%-18.2%-22.6%-12.6%-12.9%-14.8%-13.8%
3M Excs Rtn-43.4%-21.4%-30.8%-20.1%-13.5%-27.2%-24.3%
6M Excs Rtn-26.8%-29.6%-30.5%-3.2%-9.6%-30.4%-28.2%
12M Excs Rtn-47.0%-16.4%-42.5%-15.9%-9.2%-38.6%-27.5%
3Y Excs Rtn111.0%-94.1%-100.5%-100.7%-90.7%-108.0%-97.3%

Comparison Analyses

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Financials

Segment Financials

Revenue by Segment
$ Mil20242023202220212020
Product and service revenue - recurring15141184
Product and service revenue - non-recurring13961410
Non-commercial revenue - non-recurring   22
Total2823172316


Price Behavior

Price Behavior
Market Price$2.58 
Market Cap ($ Bil)0.1 
First Trading Date07/15/2021 
Distance from 52W High-44.9% 
   50 Days200 Days
DMA Price$2.66$3.26
DMA Trenddowndown
Distance from DMA-3.1%-20.8%
 3M1YR
Volatility86.0%87.8%
Downside Capture512.82295.88
Upside Capture206.57195.47
Correlation (SPY)50.6%27.4%
RPID Betas & Captures as of 4/30/2026

 1M2M3M6M1Y3Y
Beta1.933.213.061.891.911.21
Up Beta1.671.581.731.140.951.05
Down Beta5.325.075.152.872.741.44
Up Capture116%138%166%182%268%218%
Bmk +ve Days15223166141428
Stock +ve Days12203259121346
Down Capture705%446%343%186%174%105%
Bmk -ve Days4183056108321
Stock -ve Days9223162123368

[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 RPID
RPID-15.1%87.9%0.20-
Sector ETF (XLV)11.9%15.5%0.5323.0%
Equity (SPY)32.5%12.4%1.9827.4%
Gold (GLD)41.3%26.9%1.2621.7%
Commodities (DBC)50.3%18.5%2.062.6%
Real Estate (VNQ)12.8%13.5%0.6516.2%
Bitcoin (BTCUSD)-21.0%41.7%-0.4620.3%

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 RPID
RPID-34.3%88.0%-0.11-
Sector ETF (XLV)5.1%14.6%0.1720.1%
Equity (SPY)13.7%17.1%0.6324.4%
Gold (GLD)21.0%17.9%0.958.5%
Commodities (DBC)11.4%19.4%0.47-1.3%
Real Estate (VNQ)3.9%18.8%0.1117.9%
Bitcoin (BTCUSD)7.2%55.9%0.3417.1%

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 RPID
RPID-19.0%88.0%-0.11-
Sector ETF (XLV)9.5%16.5%0.4620.1%
Equity (SPY)15.5%17.9%0.7424.4%
Gold (GLD)13.4%15.9%0.708.5%
Commodities (DBC)8.4%17.9%0.39-1.3%
Real Estate (VNQ)5.6%20.7%0.2417.9%
Bitcoin (BTCUSD)68.2%66.8%1.0717.1%

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Short Interest

Short Interest: As Of Date4302026
Short Interest: Shares Quantity0.8 Mil
Short Interest: % Change Since 415202648.7%
Average Daily Volume0.2 Mil
Days-to-Cover Short Interest4.2 days
Basic Shares Quantity45.0 Mil
Short % of Basic Shares1.8%

Earnings Returns History

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 Forward Returns
Earnings Date1D Returns5D Returns21D Returns
3/12/2026-21.8%-38.8%-51.6%
11/7/202512.7%62.2%41.1%
8/12/2025-17.8%-18.7%-7.7%
5/9/202525.7%24.9%44.5%
1/14/202516.1%29.4%227.5%
11/1/20241.9%14.8%-7.4%
8/2/202417.3%25.4%25.4%
3/1/2024-10.9%-11.0%-12.7%
...
SUMMARY STATS   
# Positive888
# Negative888
Median Positive10.1%19.9%18.7%
Median Negative-10.1%-16.6%-14.9%
Max Positive25.7%62.2%227.5%
Max Negative-21.8%-38.8%-51.6%

SEC Filings

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Report DateFiling DateFiling
09/30/202511/07/202510-Q
06/30/202508/12/202510-Q
03/31/202505/09/202510-Q
12/31/202402/28/202510-K
09/30/202411/07/202410-Q
06/30/202408/02/202410-Q
03/31/202405/03/202410-Q
12/31/202303/01/202410-K
09/30/202311/03/202310-Q
06/30/202308/04/202310-Q
03/31/202305/09/202310-Q
12/31/202203/10/202310-K
09/30/202211/10/202210-Q
06/30/202208/12/202210-Q
03/31/202205/10/202210-Q
12/31/202103/24/202210-K

Insider Activity

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#OwnerTitleHoldingActionFiling DatePriceSharesTransacted
Value
Value of
Held Shares
Form
1Wilson, John J AddingtonCHIEF OPERATING OFFICERDirectSell31220264.329,60341,4671,367,810Form
2Wirtjes, Sean MCHIEF FINANCIAL OFFICERDirectSell31220264.327,48032,2992,401,701Form
3Spignesi, Robert G JRPRESIDENT AND CEODirectSell31220264.1117,92273,6864,809,830Form
4Wilson, John J AddingtonCHIEF OPERATING OFFICERDirectSell22020263.925,40321,1961,280,330Form
5Wirtjes, Sean MCHIEF FINANCIAL OFFICERDirectSell22020263.9217,25467,6872,211,293Form