Securitize (SECZ)
Market Price (8/13/2026): $6.12 | Market Cap: $906.1 MilSector: Information Technology | Industry: Application Software
Securitize (SECZ)
Market Price (8/13/2026): $6.12Market Cap: $906.1 MilSector: Information TechnologyIndustry: Application Software
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
Megatrend and thematic driversMegatrends include Crypto & Blockchain, and Digital & Alternative Assets. Themes include Blockchain Enterprise Solutions, and Digital Asset Custody. | Weak multi-year price returns2Y Excs Rtn is -85%, 3Y Excs Rtn is -108% | High stock price volatilityVol 12M is 136% Key risksSECZ key risks include [1] a complex and evolving regulatory landscape, Show more. |
| Megatrend and thematic driversMegatrends include Crypto & Blockchain, and Digital & Alternative Assets. Themes include Blockchain Enterprise Solutions, and Digital Asset Custody. |
| Weak multi-year price returns2Y Excs Rtn is -85%, 3Y Excs Rtn is -108% |
| High stock price volatilityVol 12M is 136% |
| Key risksSECZ key risks include [1] a complex and evolving regulatory landscape, Show more. |
Qualitative Assessment
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Securitize (SECZ) stock has lost about 35% since it went public on 7/2/2026 because of the following key factors:
1. Securitize reported weaker-than-expected financial results for fiscal Q2 2026, which ended on June 30, 2026.
The company's first public earnings report revealed a total revenue of $14.4 million, a 5% decrease year-over-year, missing Wall Street estimates by $6.2 million. Diluted loss per share widened significantly to $2.37, missing analyst expectations of a $0.15 loss. The net loss for the quarter was $21.7 million, a substantial increase from the $5.5 million loss in the prior year's comparable quarter. Additionally, adjusted EBITDA swung to a $5.5 million loss, compared to a $1.8 million profit in fiscal Q2 2025. This financial performance, released shortly after the IPO, contributed to an immediate stock decline of 20-22% in after-hours trading.
2. The stock's decline was exacerbated by post-SPAC investor base turnover and a broader trend of weak performances among crypto and tokenization-related IPOs.
Securitize went public through a Special Purpose Acquisition Company (SPAC) merger, and analysts noted that significant share price movements are common in such cases as the investor base shifts from short-term SPAC arbitrageurs to long-term equity holders. This phenomenon is not unique to Securitize, as other companies in the crypto and tokenization space that have recently gone public have also experienced substantial drops, including BitGo (down 70% since its February 2026 IPO) and Gemini (down 85% since its September 2025 debut). This overall market sentiment around new crypto-related listings likely put additional selling pressure on SECZ.
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Securitize (SECZ) stock has lost about 35% since it went public on 7/2/2026 because of the following key factors:
1. Securitize reported weaker-than-expected financial results for fiscal Q2 2026, which ended on June 30, 2026.
The company's first public earnings report revealed a total revenue of $14.4 million, a 5% decrease year-over-year, missing Wall Street estimates by $6.2 million. Diluted loss per share widened significantly to $2.37, missing analyst expectations of a $0.15 loss. The net loss for the quarter was $21.7 million, a substantial increase from the $5.5 million loss in the prior year's comparable quarter. Additionally, adjusted EBITDA swung to a $5.5 million loss, compared to a $1.8 million profit in fiscal Q2 2025. This financial performance, released shortly after the IPO, contributed to an immediate stock decline of 20-22% in after-hours trading.
2. The stock's decline was exacerbated by post-SPAC investor base turnover and a broader trend of weak performances among crypto and tokenization-related IPOs.
Securitize went public through a Special Purpose Acquisition Company (SPAC) merger, and analysts noted that significant share price movements are common in such cases as the investor base shifts from short-term SPAC arbitrageurs to long-term equity holders. This phenomenon is not unique to Securitize, as other companies in the crypto and tokenization space that have recently gone public have also experienced substantial drops, including BitGo (down 70% since its February 2026 IPO) and Gemini (down 85% since its September 2025 debut). This overall market sentiment around new crypto-related listings likely put additional selling pressure on SECZ.
3. Valuation concerns and increasing competitive pressure in the tokenized assets market contributed to the downward trend.
Despite some positive analyst ratings, such as Citizens initiating coverage with a "Market Outperform" rating and a $15.00 price target, and Rosenblatt with a "Buy" rating and a $14.00 price target, the stock was noted as potentially overvalued. InvestingPro analysis indicated a high forward price-to-earnings (P/E) ratio of 70.01 and a trailing twelve-month earnings per share (EPS) of -$0.34. The company's price-to-sales (P/S) ratio was approximately 19.5x, significantly higher than the peer average of around 1.3x, raising questions about its valuation relative to its current profitability. Furthermore, increased competition from platforms like Dinari, which launched tokenized S&P 500 stocks for US investors, added to market scrutiny.
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Stock Movement Drivers
Fundamental Drivers
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Market Drivers
4/30/2026 to 8/12/2026| Return | Correlation | |
|---|---|---|
| SECZ | ||
| Market (SPY) | 7.5% | 47.1% |
| Sector (XLK) | 18.4% | 44.9% |
Fundamental Drivers
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Market Drivers
1/31/2026 to 8/12/2026| Return | Correlation | |
|---|---|---|
| SECZ | ||
| Market (SPY) | 11.9% | 47.1% |
| Sector (XLK) | 31.4% | 44.9% |
Fundamental Drivers
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Market Drivers
7/31/2025 to 8/12/2026| Return | Correlation | |
|---|---|---|
| SECZ | ||
| Market (SPY) | 23.3% | 47.1% |
| Sector (XLK) | 44.3% | 44.9% |
Fundamental Drivers
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Market Drivers
7/31/2023 to 8/12/2026| Return | Correlation | |
|---|---|---|
| SECZ | ||
| Market (SPY) | 74.7% | 47.1% |
| Sector (XLK) | 115.8% | 44.9% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| SECZ Return | - | - | - | - | - | -40% | -40% |
| Peers Return | 10% | -52% | 126% | 10% | -7% | -16% | 4% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 13% | 106% |
Monthly Win Rates [3] | |||||||
| SECZ Win Rate | - | - | - | - | - | 50% | |
| Peers Win Rate | 52% | 33% | 60% | 46% | 53% | 45% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 50% | |
Max Drawdowns [4] | |||||||
| SECZ Max Drawdown | - | - | - | - | - | - | |
| Peers Max Drawdown | -32% | -60% | -39% | -39% | -43% | -43% | |
| S&P 500 Max Drawdown | -5% | -25% | -10% | -8% | -19% | -9% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: ICE, NDAQ, COIN, GLXY, BKKT.
[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 8/12/2026 (YTD)
How Low Can It Go
SECZ has limited trading history. Below is the Information Technology sector ETF (XLK) in its place.
| Event | XLK | S&P 500 |
|---|---|---|
| 2025 US Tariff Shock | ||
| % Loss | -25.7% | -18.8% |
| % Gain to Breakeven | 34.5% | 23.1% |
| Time to Breakeven | 65 days | 79 days |
| 2024 Yen Carry Trade Unwind | ||
| % Loss | -17.0% | -7.8% |
| % Gain to Breakeven | 20.4% | 8.5% |
| Time to Breakeven | 92 days | 18 days |
| Summer-Fall 2023 Five Percent Yield Shock | ||
| % Loss | -10.0% | -9.5% |
| % Gain to Breakeven | 11.2% | 10.5% |
| Time to Breakeven | 15 days | 24 days |
| 2022 Inflation Shock & Fed Tightening | ||
| % Loss | -33.1% | -24.5% |
| % Gain to Breakeven | 49.5% | 32.4% |
| Time to Breakeven | 246 days | 427 days |
| 2020 COVID-19 Crash | ||
| % Loss | -31.2% | -33.7% |
| % Gain to Breakeven | 45.2% | 50.9% |
| Time to Breakeven | 78 days | 140 days |
| Q4 2018 Fed Policy Error / Growth Scare | ||
| % Loss | -23.8% | -19.2% |
| % Gain to Breakeven | 31.2% | 23.8% |
| Time to Breakeven | 100 days | 105 days |
In The Past
State Street Technology Select Sector SPDR ETF's stock fell -25.7% during the 2025 US Tariff Shock. Such a loss loss requires a 34.5% 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.
SECZ has limited trading history. Below is the Information Technology sector ETF (XLK) in its place.
| Event | XLK | S&P 500 |
|---|---|---|
| 2025 US Tariff Shock | ||
| % Loss | -25.7% | -18.8% |
| % Gain to Breakeven | 34.5% | 23.1% |
| Time to Breakeven | 65 days | 79 days |
| 2022 Inflation Shock & Fed Tightening | ||
| % Loss | -33.1% | -24.5% |
| % Gain to Breakeven | 49.5% | 32.4% |
| Time to Breakeven | 246 days | 427 days |
| 2020 COVID-19 Crash | ||
| % Loss | -31.2% | -33.7% |
| % Gain to Breakeven | 45.2% | 50.9% |
| Time to Breakeven | 78 days | 140 days |
| Q4 2018 Fed Policy Error / Growth Scare | ||
| % Loss | -23.8% | -19.2% |
| % Gain to Breakeven | 31.2% | 23.8% |
| Time to Breakeven | 100 days | 105 days |
| 2008-2009 Global Financial Crisis | ||
| % Loss | -51.5% | -53.4% |
| % Gain to Breakeven | 106.2% | 114.4% |
| Time to Breakeven | 797 days | 1085 days |
In The Past
State Street Technology Select Sector SPDR ETF's stock fell -25.7% during the 2025 US Tariff Shock. Such a loss loss requires a 34.5% 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 Securitize (SECZ)
Securitize Corp. (SECZ) provides a comprehensive technology platform designed to facilitate the tokenization and management of digital asset securities. The company essentially bridges traditional finance with blockchain technology, enabling the creation of digital representations for various assets, thereby aiming to enhance their liquidity and accessibility in the market.
The company's core services encompass several key areas within the digital asset lifecycle. These include asset tokenization, where real-world assets or financial instruments are converted into digital tokens on a blockchain. Securitize also assists clients with capital raising by providing the infrastructure for issuing and distributing these tokenized securities. Additionally, it offers solutions to support the secondary trading of these digital assets, allowing for their exchange among investors after initial issuance.
Securitize primarily serves a broad spectrum of clients interested in leveraging digital asset securities. Its customer base includes traditional asset managers, Web3 firms, and Decentralized Autonomous Organizations (DAOs) seeking compliant tokenization solutions. The company also caters to financial advisors and investors who are looking to participate in or offer opportunities within the evolving digital asset securities market.
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Here are 1-3 brief analogies for Securitize (SECZ):
- NASDAQ for digital asset securities.
- Coinbase for tokenized stocks and bonds.
- Stripe for digital asset securities infrastructure.
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- Asset Tokenization Platform: A comprehensive platform for creating digital representations (tokens) of various assets and securities.
- Capital Raising Solutions: Services designed to help companies raise capital by issuing and managing digital asset securities.
- Secondary Trading Platform: A marketplace that facilitates the trading of tokenized securities among investors after their initial issuance.
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Securitize Corp. primarily sells its services to other companies. Based on publicly available information and partnerships, major customers include:
- KKR & Co. Inc. (Symbol: KKR) - A global investment company that utilized Securitize's platform to tokenize a portion of its Healthcare Strategic Growth Fund, making it available to a broader range of investors.
- Hamilton Lane Incorporated (Symbol: HLNE) - A private markets investment management firm that partnered with Securitize to tokenize a portion of its flagship funds, enhancing accessibility for eligible investors.
- ProShares - An asset manager that collaborated with Securitize to offer tokenized versions of certain ETFs, providing innovative access to their investment products.
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Carlos Domingo, Co-Founder & CEO
Mr. Domingo has over 25 years of experience in innovation, digital transformation, venture capital, the crypto-economy, and tokenization. He co-founded Securitize in 2017. Mr. Domingo has also founded several other businesses, including SPiCE VC, one of the first tokenized venture capital funds, and Sling Ventures, an angel investment fund. He previously served as CEO of Telefónica R&D and CEO of New Business and Innovation at Telefónica Digital. Under his leadership, Securitize secured SEC-registered broker-dealer licenses and partnered with BlackRock to launch BUIDL, a tokenized fund.
Francisco Flores, Chief Financial Officer
Mr. Flores has been Director and Chief Financial Officer of Securitize since October 2025 and January 2026, respectively. He previously served as Chief Financial Officer and Director of Finance of Securitize since July 2021, and prior to that, held various consulting roles from June 2020 to June 2021. Mr. Flores brings over 20 years of international experience from his roles as CFO, Head of FPA, and SVP of Strategy at companies such as HSBC, Accenture, Banistmo, and Interacciones.
Jamie Finn, Co-Founder & President
Mr. Finn is a Co-Founder of Securitize, established in 2017. He has over 20 years of experience as an operating entrepreneur and corporate executive. Prior to Securitize, he held roles at Telefonica, O2, Ericsson, and AT&T in Big Data Product Innovation, and was involved with startups including Kontera, A.Ki, Thumbplay, and Zingy. Mr. Finn has participated in over $700 million worth of transactions on both the buy and sell side in Tech M&A during his career. He played a key role in Securitize becoming a registered broker-dealer, transfer agent, registered investment advisor, and alternative trading system.
Michael Sonnenshein, Chief Operating Officer
Mr. Sonnenshein joined Securitize as Chief Operating Officer in December 2024. Before joining Securitize, he served as the CEO of Grayscale Investments from 2021 until May 2024. Mr. Sonnenshein is recognized for his strategic vision and ability to navigate complex regulatory landscapes, which have been instrumental in establishing digital assets as a mainstream investment class.
Georgia Quinn, Chief Legal Officer
Ms. Quinn was appointed Chief Legal Officer of Securitize in March 2025. She is an accomplished legal expert in digital assets and financial regulation. Prior to Securitize, Ms. Quinn served as General Counsel at Anchorage Digital, where she gained extensive experience navigating the complex regulatory landscape of digital assets and played a pivotal role in shaping legal frameworks for blockchain-based financial services.
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Here are the key risks to Securitize's business:
- Regulatory Uncertainty: The digital asset and tokenization industry operates within a complex and evolving regulatory landscape. Regulations vary significantly across different jurisdictions, which creates challenges for global implementation, compliance, cross-border issuance, trading, and settlement. The lack of clear, consistent regulatory frameworks introduces legal and operational risks for companies like Securitize, impacting their ability to expand and innovate.
- Slower-Than-Expected Institutional Adoption and Market Growth: While tokenization offers potential benefits such as increased liquidity and fractional ownership, the institutional adoption of real-world asset (RWA) tokenization is still in its early stages. The pace at which institutions and investors embrace new market structures and tokenized assets will significantly influence Securitize's growth. There are also ongoing challenges related to market infrastructure, standardization, and secondary market liquidity, which could slow broad monetization and keep tokenization adoption concentrated in niche products.
- Cybersecurity Risks: As a platform for tokenizing and managing digital asset securities, Securitize is exposed to significant cybersecurity threats. Distributed ledger technology can be vulnerable to attacks from malicious actors, fraud, and deception, including the potential for loss, theft, or misuse of private keys that grant access to digital assets. A successful cyberattack could lead to substantial financial losses, reputational damage, and a loss of trust from clients and investors.
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The growing investment by established traditional financial institutions (e.g., major banks, asset managers) in developing their own in-house digital asset security platforms and tokenization services. These institutions possess significant capital, existing client relationships, and deep regulatory expertise, which could allow them to offer similar solutions for asset tokenization, capital raising, and secondary trading, thereby directly competing with and potentially marginalizing specialized third-party platforms like Securitize.
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Securitize (symbol: SECZ) operates in the rapidly expanding market for digital asset securities, offering solutions for asset tokenization, capital raising, and secondary trading of digital assets. The addressable markets for these services demonstrate significant global growth.
Asset Tokenization and Digital Asset Securities
The global asset tokenization market is experiencing substantial growth. In 2024, its value was estimated at approximately USD 3.47 billion to USD 5.02 billion. Projections indicate a remarkable expansion, with the market expected to reach USD 13.53 billion by 2030 and potentially USD 28.97 billion by 2033. Broader estimates for the global tokenized assets market show it was valued at USD 25.8 billion in 2024 and is projected to reach around USD 2,832.3 billion by 2034, growing at a compound annual growth rate (CAGR) of 60% from 2025 to 2034.
More specifically, the global asset tokenization market, which encompasses the conversion of real-world assets into digital tokens, was valued at USD 1.8 trillion in 2025 and is projected to grow to USD 24.5 trillion by 2033, with a CAGR of 42.1% from 2026 to 2033. Another report places the global asset tokenization market at USD 3.00 trillion in 2025, with an expectation to reach USD 130.67 trillion by 2035 (CAGR of 45.83% from 2026–2035).
For tokenization platforms specifically, the global market is valued at approximately USD 2.02 billion in 2026 and is projected to reach USD 6.85 billion by 2035.
The global market for tokenized real-world assets reached approximately USD 60 billion as of July 2026. Other recent figures for tokenized real-world assets include about USD 32 billion in mid-2026, reflecting a more than 400% increase since early 2025, and approximately USD 65 billion as of July 2026. Tokenized real-world assets on public blockchains alone crossed USD 27.4 billion in March 2026, and approached a new all-time high of USD 37 billion in total value as of July 27, 2026.
The global tokenized securities market was valued at USD 4.8 billion in 2025 and is projected to reach USD 43.6 billion by 2034, with a CAGR of 27.8% from 2026 to 2034.
Regional Market Size (North America/U.S.)
North America consistently holds a dominant position in these markets. In 2024, North America was the largest revenue-generating market for tokenization. For the broader tokenized assets market, North America held a dominant share of over 38.8%, generating USD 10.01 billion in revenue in 2024. The U.S. asset tokenization market was valued at USD 1.12 trillion in 2025 and is projected to reach approximately USD 50.86 trillion by 2035. In the tokenized securities market, North America commanded the largest share at USD 1.85 billion and 38.5% of total revenue in 2025. The U.S. also held the largest market share in the asset tokenization market in 2025.
Capital Raising
Securitize provides solutions for capital raising through asset tokenization. The global digital asset securities issuance platform market, which facilitates capital raising, was valued at USD 1.68 billion in 2025 and is projected to expand to USD 7.72 billion by 2034, representing an 18.5% CAGR. North America led this market with USD 0.648 billion in 2025, capturing 38.5% of the global revenue share.
Secondary Trading
Securitize also offers secondary trading solutions for digital asset securities. The secondary trading and exchanges segment within the asset tokenization market is expected to exhibit the fastest growth over the forecast period. While specific market sizes for secondary trading of *digital asset securities* are less granularly broken out from broader tokenization figures, equity tokens alone generated approximately USD 2.94 billion in trading volume, indicating active secondary market participation. The broader cryptocurrency spot trading volumes, which can include digital asset securities, have reached daily averages of USD 30-50 billion, with peak daily volumes exceeding USD 100 billion.
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Expected Drivers of Future Revenue Growth for Securitize (SECZ)
- Growth in Real-World Asset (RWA) Tokenization: Securitize is positioned to capitalize on the significant expansion of the tokenized real-world asset market, which is projected to grow substantially from approximately $33 billion to an estimated $40 trillion. As a leading platform in this sector, Securitize is expected to benefit from this accelerating market adoption.
- Increased Institutional Adoption and Strategic Partnerships: Key partnerships and institutional collaborations are significant growth drivers. This includes the successful issuance of BlackRock's BUIDL tokenized money market fund and its expanded accessibility through integrations with Uniswap Labs. Additionally, Securitize's role as the first firm eligible to mint blockchain-based securities for ETFs on the NYSE's Digital Trading Platform and its partnership with Cantor Fitzgerald for on-chain IPOs and secondary offerings are expected to drive significant transaction volume and tokenization revenue.
- Expansion of Asset Servicing and Administration Fees: Revenue growth is expected from the continuous increase in asset servicing fees, which saw a 201% jump in Q1 2026 compared to Q1 2025. This growth is tied to the rising volume of tokenized assets under management (AUM) and the expanding number of funds serviced by Securitize Fund Services, which currently stands at 650 active funds.
- Favorable Regulatory Developments and Clarity: Emerging regulatory clarity and supportive frameworks for blockchain-based securities in the U.S. are anticipated to accelerate the adoption of tokenized assets. Approvals from FINRA for Securitize to custody tokenized securities and underwrite tokenized IPOs and secondary offerings further expand the addressable market and operational capabilities of the company.
- Leveraging its "Picks and Shovels" Position: As a core infrastructure provider for the tokenization ecosystem, Securitize is set to benefit from its foundational role in issuance, transfer agency, servicing, and asset administration. This "picks and shovels" approach positions the company to capture recurring fees as the overall tokenization market matures and scales.
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Share Issuance
- Securitize became a public company on July 2, 2026, through a SPAC merger with Cantor Equity Partners II.
- The merger included an oversubscribed $225 million Private Investment in Public Equity (PIPE) financing, contributing to approximately $400 million in gross proceeds from the transaction.
- On July 31, 2026, Securitize filed for an offering of up to 151,568,524 shares by selling stockholders.
Inbound Investments
- The SPAC merger with Cantor Equity Partners II (CEPT), completed in July 2026, raised over $400 million in cash for Securitize.
- An oversubscribed $225 million PIPE financing, part of the merger, was led by institutional investors including Arche, Borderless Capital, Hanwha Investment & Securities, InterVest, and ParaFi Capital.
- Existing equity holders, such as ARK Invest, BlackRock, Blockchain Capital, Hamilton Lane, Jump Crypto, Morgan Stanley Investment Management, and Tradeweb Markets, rolled 100% of their interests into the combined company, with the transaction valuing Securitize at a $1.25 billion pre-money equity value as of October 2025.
Peer Outperformance in Application Software
null| Industry | Names | 1Y med | 3Y med | 5Y med | Top 3 by 5Y |
|---|---|---|---|---|---|
| Electronic Manufacturing Services | 9 | 66.4% | 248.2% | 442.9% | TTMI 881% · FLEX 831% · FN 531% |
| Semiconductor Materials & Equipment | 27 | 166.0% | 98.9% | 147.0% | AEHR 2179% · AXTI 718% · KLAC 566% |
| Technology Distributors | 9 | 24.6% | 64.3% | 80.2% | CLMB 344% · AVT 170% · SNX 118% |
| Communications Equipment | 35 | 40.1% | 117.4% | 70.0% | AAOI 1861% · LITE 1086% · FEIM 892% |
| Electronic Components | 26 | 60.7% | 73.7% | 68.3% | CLS 3788% · BELFA 1493% · LPTH 576% |
| Semiconductors | 54 | 56.2% | 46.1% | 42.0% | POET 2078% · MU 1218% · NVDA 1014% |
| Technology Hardware, Storage & Peripherals | 22 | 38.9% | 67.0% | 19.3% | STX 1028% · DELL 958% · SMCI 936% |
| Internet Services & Infrastructure | 6 | 15.8% | 34.7% | 17.2% | DOCN 149% · VRSN 37% · GDDY 29% |
| Electronic Equipment & Instruments | 27 | 9.7% | 15.6% | -0.8% | PI 259% · OSIS 130% · SOTK 127% |
| IT Consulting & Other Services | 30 | -23.4% | -19.0% | -25.8% | CHRN 547005% · APLD 2048% · TSSI 1001% |
| Application Software ← | 124 | -18.3% | -19.8% | -42.5% | VIDA 234900% · PLTR 587% · RDVT 164% |
| Systems Software | 72 | -15.7% | 0.5% | -47.6% | QNC 939% · PANW 521% · ZETA 391% |
Research & Analysis
Invest in Strategies
Wealth Management
Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 58.37 |
| Mkt Cap | 39.3 |
| Rev LTM | 8,751 |
| Op Inc LTM | 734 |
| FCF LTM | 1,714 |
| FCF 3Y Avg | 1,874 |
| CFO LTM | 1,714 |
| CFO 3Y Avg | 1,990 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 6.9% |
| Rev Chg 3Y Avg | 25.3% |
| Rev Chg Q | -1.0% |
| QoQ Delta Rev Chg LTM | -0.1% |
| Op Inc Chg LTM | 15.8% |
| Op Inc Chg 3Y Avg | 16.4% |
| Op Mgn LTM | 11.7% |
| Op Mgn 3Y Avg | 20.4% |
| QoQ Delta Op Mgn LTM | -0.4% |
| CFO/Rev LTM | 25.7% |
| CFO/Rev 3Y Avg | 26.9% |
| FCF/Rev LTM | 22.3% |
| FCF/Rev 3Y Avg | 24.0% |
Price Behavior
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | -2.21 | -4.41 | 0.29 | 0.29 | 3.21 | 3.86 |
| Up Beta | 3.41 | 5.97 | -2.57 | -2.47 | -9.50 | 3.43 |
| Down Beta | -7.77 | 1.42 | 0.44 | -5.70 | 1.15 | 0.19 |
| Up Capture | 178% | 75% | 47% | 19% | 9% | 1% |
| Bmk +ve Days | 11 | 22 | 35 | 67 | 138 | 427 |
| Stock +ve Days | 9 | 9 | 9 | 9 | 9 | 9 |
| Down Capture | 828% | 348% | 300% | 156% | 103% | 58% |
| Bmk -ve Days | 11 | 21 | 28 | 59 | 114 | 326 |
| Stock -ve Days | 11 | 11 | 11 | 11 | 11 | 11 |
[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 SECZ | |
|---|---|---|---|---|
| SECZ | -36.2% | 136.0% | -2.28 | - |
| Sector ETF (XLK) | 43.8% | 25.9% | 1.36 | 44.9% |
| Equity (SPY) | 22.6% | 12.8% | 1.32 | 47.1% |
| Gold (GLD) | 31.4% | 28.4% | 0.95 | 26.7% |
| Commodities (DBC) | 37.9% | 20.1% | 1.48 | -28.3% |
| Real Estate (VNQ) | 14.3% | 13.8% | 0.73 | 6.2% |
| Bitcoin (BTCUSD) | -46.5% | 42.9% | -1.33 | 15.4% |
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Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with SECZ | |
|---|---|---|---|---|
| SECZ | -8.6% | 136.0% | -2.28 | - |
| Sector ETF (XLK) | 20.5% | 25.8% | 0.71 | 44.9% |
| Equity (SPY) | 13.4% | 17.2% | 0.60 | 47.1% |
| Gold (GLD) | 19.0% | 18.6% | 0.83 | 26.7% |
| Commodities (DBC) | 9.8% | 19.6% | 0.39 | -28.3% |
| Real Estate (VNQ) | 2.2% | 18.9% | 0.01 | 6.2% |
| Bitcoin (BTCUSD) | 9.9% | 52.8% | 0.37 | 15.4% |
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Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with SECZ | |
|---|---|---|---|---|
| SECZ | -4.4% | 136.0% | -2.28 | - |
| Sector ETF (XLK) | 24.7% | 24.9% | 0.90 | 44.9% |
| Equity (SPY) | 15.4% | 17.9% | 0.73 | 47.1% |
| Gold (GLD) | 12.0% | 16.2% | 0.61 | 26.7% |
| Commodities (DBC) | 8.0% | 18.0% | 0.36 | -28.3% |
| Real Estate (VNQ) | 4.7% | 20.7% | 0.19 | 6.2% |
| Bitcoin (BTCUSD) | 60.9% | 66.1% | 1.01 | 15.4% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 03/31/2026 | 06/05/2026 | 424B3 |
| Report Date | Filing Date | Filing |
|---|---|---|
| 03/31/2026 | 06/05/2026 | 424B3 |
Securitize — Investor Video Playlist
Industry Resources
| Information Technology Resources |
| TechCrunch |
| Wired |
| CIO |
| MIT Technology Review |
| Gartner Insights |
| Ars Technica |
| Application Software Resources |
| Capterra |
| Software Advice |
| InfoWorld |
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.