Serve Robotics (SERV)
Market Price (2/2/2026): $10.53 | Market Cap: $645.9 MilSector: Industrials | Industry: Industrial Machinery & Supplies & Components
Serve Robotics (SERV)
Market Price (2/2/2026): $10.53Market Cap: $645.9 MilSector: IndustrialsIndustry: Industrial Machinery & Supplies & Components
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 -32% | Weak multi-year price returns2Y Excs Rtn is -100%, 3Y Excs Rtn is -131% | Not profitable at operating income levelOp Inc LTMOperating Income, Last Twelve Months is -86 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -4424% |
| Strong revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is 16% | Expensive valuation multiplesP/SPrice/Sales ratio is 329x | |
| Valuation becoming less expensiveP/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is -27% | Significant share based compensationSBC/Rev LTMShare Based Compensation / Revenue (Sales), Last Twelve Months (LTM) is 1005% | |
| Megatrend and thematic driversMegatrends include Autonomous Technologies, and E-commerce & Digital Retail. Themes include Machine Vision, Machine Learning, Show more. | Not cash flow generativeCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is -2924%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -4265% | |
| 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 -17% | ||
| High stock price volatilityVol 12M is 114% | ||
| Significant 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 26% | ||
| Key risksSERV key risks include [1] an inability to achieve profitability and scale monetization due to a high cash burn rate and underutilization of its robots and [2] high customer concentration, Show more. |
| 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 -32% |
| Strong revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is 16% |
| Valuation becoming less expensiveP/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is -27% |
| Megatrend and thematic driversMegatrends include Autonomous Technologies, and E-commerce & Digital Retail. Themes include Machine Vision, Machine Learning, Show more. |
| Weak multi-year price returns2Y Excs Rtn is -100%, 3Y Excs Rtn is -131% |
| Not profitable at operating income levelOp Inc LTMOperating Income, Last Twelve Months is -86 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -4424% |
| Expensive valuation multiplesP/SPrice/Sales ratio is 329x |
| Significant share based compensationSBC/Rev LTMShare Based Compensation / Revenue (Sales), Last Twelve Months (LTM) is 1005% |
| Not cash flow generativeCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is -2924%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -4265% |
| 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 -17% |
| High stock price volatilityVol 12M is 114% |
| Significant 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 26% |
| Key risksSERV key risks include [1] an inability to achieve profitability and scale monetization due to a high cash burn rate and underutilization of its robots and [2] high customer concentration, Show more. |
Stock Movement Drivers
Fundamental Drivers
The -21.2% change in SERV stock from 10/31/2025 to 2/1/2026 was primarily driven by a -36.0% change in the company's P/S Multiple.| (LTM values as of) | 10312025 | 2012026 | Change |
|---|---|---|---|
| Stock Price ($) | 13.23 | 10.43 | -21.2% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 1 | 2 | 31.4% |
| P/S Multiple | 514.2 | 329.0 | -36.0% |
| Shares Outstanding (Mil) | 58 | 61 | -6.2% |
| Cumulative Contribution | -21.2% |
Market Drivers
10/31/2025 to 2/1/2026| Return | Correlation | |
|---|---|---|
| SERV | -21.2% | |
| Market (SPY) | 1.5% | 47.0% |
| Sector (XLI) | 6.7% | 47.2% |
Fundamental Drivers
The 2.4% change in SERV stock from 7/31/2025 to 2/1/2026 was primarily driven by a 48.9% change in the company's Total Revenues ($ Mil).| (LTM values as of) | 7312025 | 2012026 | Change |
|---|---|---|---|
| Stock Price ($) | 10.19 | 10.43 | 2.4% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 1 | 2 | 48.9% |
| P/S Multiple | 439.4 | 329.0 | -25.1% |
| Shares Outstanding (Mil) | 56 | 61 | -8.2% |
| Cumulative Contribution | 2.4% |
Market Drivers
7/31/2025 to 2/1/2026| Return | Correlation | |
|---|---|---|
| SERV | 2.4% | |
| Market (SPY) | 9.8% | 45.2% |
| Sector (XLI) | 9.3% | 37.5% |
Fundamental Drivers
The -37.1% change in SERV stock from 1/31/2025 to 2/1/2026 was primarily driven by a -33.8% change in the company's Shares Outstanding (Mil).| (LTM values as of) | 1312025 | 2012026 | Change |
|---|---|---|---|
| Stock Price ($) | 16.59 | 10.43 | -37.1% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 2 | 2 | 15.8% |
| P/S Multiple | 400.9 | 329.0 | -18.0% |
| Shares Outstanding (Mil) | 41 | 61 | -33.8% |
| Cumulative Contribution | -37.1% |
Market Drivers
1/31/2025 to 2/1/2026| Return | Correlation | |
|---|---|---|
| SERV | -37.1% | |
| Market (SPY) | 16.0% | 44.8% |
| Sector (XLI) | 20.8% | 42.3% |
Fundamental Drivers
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Market Drivers
1/31/2023 to 2/1/2026| Return | Correlation | |
|---|---|---|
| SERV | ||
| Market (SPY) | 76.6% | 19.6% |
| Sector (XLI) | 69.5% | 18.9% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| SERV Return | - | - | - | -46% | -23% | 9% | -55% |
| Peers Return | 32% | -30% | 78% | 6% | 43% | 4% | 160% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 2% | 86% |
Monthly Win Rates [3] | |||||||
| SERV Win Rate | - | - | - | 40% | 58% | 100% | |
| Peers Win Rate | 63% | 40% | 57% | 50% | 55% | 40% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 100% | |
Max Drawdowns [4] | |||||||
| SERV Max Drawdown | - | - | - | -93% | -62% | 0% | |
| Peers Max Drawdown | -5% | -44% | -9% | -23% | -32% | -5% | |
| S&P 500 Max Drawdown | -1% | -25% | -1% | -2% | -15% | -1% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: TRMB, ZBRA, TER, ROK, SYM.
[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 1/30/2026 (YTD)
How Low Can It Go
SERV has limited trading history. Below is the Industrials sector ETF (XLI) in its place.
| Event | XLI | S&P 500 |
|---|---|---|
| 2022 Inflation Shock | ||
| % Loss | -22.6% | -25.4% |
| % Gain to Breakeven | 29.2% | 34.1% |
| Time to Breakeven | 273 days | 464 days |
| 2020 Covid Pandemic | ||
| % Loss | -42.8% | -33.9% |
| % Gain to Breakeven | 74.8% | 51.3% |
| Time to Breakeven | 232 days | 148 days |
| 2018 Correction | ||
| % Loss | -24.6% | -19.8% |
| % Gain to Breakeven | 32.6% | 24.7% |
| Time to Breakeven | 312 days | 120 days |
| 2008 Global Financial Crisis | ||
| % Loss | -63.3% | -56.8% |
| % Gain to Breakeven | 172.8% | 131.3% |
| Time to Breakeven | 1,463 days | 1,480 days |
Compare to TRMB, ZBRA, TER, ROK, SYM
In The Past
SPDR Select Sector Fund's stock fell -22.6% during the 2022 Inflation Shock from a high on 1/4/2022. A -22.6% loss requires a 29.2% gain to breakeven.
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About Serve Robotics (SERV)
We are on a mission to deliver a sustainable future by transforming how goods move among people. Serve has developed an advanced, AI-powered robotics mobility platform, with last-mile delivery in cities as its first application. According to the U.S. Bureau of Transportation Statistics in 2017, 45% of car trips in the United States are taken for shopping and errands, and in 2019, FedEx stated that over 60% of merchants’ customers live within three miles of a store location. By eliminating unnecessary car traffic, and by reducing the cost of last-mile transportation, Serve aims to reshape cities into sustainable, safe, and people-friendly environments, with thriving local economies. Serve’s first product is a low-emissions robot that serves people in public spaces, starting with last-mile food delivery. In 2017, our core technology development began with our co-founders and a growing product and engineering team. In 2020, the team launched a fleet of sidewalk delivery robots (hereafter simply referred to as “delivery robots”) in Los Angeles performing contactless deliveries during the COVID-19 pandemic shutdowns. By the end of that year, Serve robots had successfully completed over 10,000 commercial deliveries for Postmates Inc. (“Postmates”) in California, augmenting Postmates’ fleet of human couriers. Postmates was acquired by Uber Technologies, Inc. (“Uber”) in 2020, and in February of 2021, Uber’s leadership team agreed to contribute the intellectual property developed by the team and assets relating to this project to Serve. In return for this contribution and an investment of cash into the Company, Uber acquired a minority equity interest in the business. By the end of the first quarter of 2021, the majority of the team that had worked on this project at Postmates joined Serve as full-time employees. After spinning off from Uber in 2021, Serve established a commercial partnership with Uber, with deliveries starting in January 2022 on a small scale. In May 2022, Uber announced a pilot program with Serve, and by June, it executed a commercial-scale agreement with Serve to deploy up to 2,000 of its robots across the United States. Serve’s current fleet consists of over 100 robots, and we plan to expand our fleet by building and deploying hundreds of new robots in the coming years after raising additional rounds of financing. We have platform-level integrations with the Uber Eats division of Uber and 7-Eleven, Inc. Our strategic investors include NVIDIA, Uber, 7-Ventures and Delivery Hero’s corporate venture units, alongside other world-class investors. Because we started within a food delivery company, our team comes with a depth of expertise in food delivery. Additionally, our engineering team has extensive experience in AI, automation and robotics. Our leadership team includes veterans from Uber, Postmates, Waymo, Apple Inc., Blue Origin, LLC, GoPro, Inc., GoDaddy Inc. and Anki, Inc. We believe our expertise positions us to service the ever-growing on-demand delivery market, including food delivery. Based on our proprietary historical delivery data, approximately half of all food delivery distances in the United States are less than 2.5 miles, making these deliveries well-suited to delivery by sidewalk robots. We provide a robotic delivery experience that can delight customers, improve reliability for merchants and reduce traffic congestion and vehicle emissions. Moreover, at scale with full utilization and high autonomy, we believe our robots have the potential to reduce average delivery cost to under $1.00, lower than delivery cost by human couriers today, making on-demand delivery more affordable and accessible in the areas in which we operate. In fact, according to a 2024 ARK Invest report, by using automation to reduce delivery costs, the potential market for food and parcel delivery by robots and drones may grow to as much as $450 billion globally in 2030. We were incorporated in Delaware as Patricia Acquisition Corp. on November 9, 2020. On July 31, 2023, Serve Acquisition Corp. merged with and into Serve. Following the Merger, Serve was the surviving entity and became our wholly-owned subsidiary. The business of Serve became our business as a result of the Merger. Following the consummation of the Merger, Serve changed its name to “Serve Operating Co.” Immediately after completion of the Merger, we changed our name to “Serve Robotics Inc.” Our principal executive offices are located at 730 Broadway, Redwood City, California 94063.
AI Analysis | Feedback
It's like Uber Eats for autonomous sidewalk robot delivery.
It's like Amazon's vision for automated last-mile delivery, but using sidewalk robots instead of drones.
It's like Waymo or Cruise, but for self-driving sidewalk delivery robots instead of cars.
AI Analysis | Feedback
- Autonomous Sidewalk Delivery Robots: Serve Robotics designs, develops, and operates AI-powered robots for last-mile parcel delivery, primarily for food and groceries.
AI Analysis | Feedback
Serve Robotics (symbol: SERV) primarily sells its autonomous last-mile delivery robot services to other companies. These customers are typically large delivery platforms and retailers that integrate Serve's robots into their existing logistics and delivery networks to enhance efficiency and capacity.
Major Customer Companies:
- Uber Eats (a division of Uber Technologies, Inc. - Symbol: UBER)
- 7-Eleven (a subsidiary of Seven & i Holdings Co., Ltd. - Symbol: SVNDY)
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Ali Kashani, Co-founder, CEO
Dr. Ali Kashani co-founded Serve Robotics in January 2021 and has served as its Chief Executive Officer since then. His entrepreneurial journey began in 2017 when he founded what would become Serve Robotics as a skunkworks robotics initiative within Postmates. Following Uber's acquisition of Postmates, Dr. Kashani led the spinout of Serve as an independent company in 2021. Prior to co-founding Serve, he served as Vice President of Postmates Inc. Before Postmates, Dr. Kashani was the co-founder and Chief Technology Officer at Neurio Technology, Inc., a smart home technology company that was acquired by Generac Power Systems (NYSE: GNRC). Dr. Kashani is also an inventor with 15 granted or pending patents.
Brian Read, Chief Financial Officer
Brian Read has served as Serve's Chief Financial Officer since April 2024. Mr. Read previously held positions as Controller for Apptronik Inc., Global Controller at REE Automotive Ltd. (NASDAQ: REE), and Assistant Global Controller at Coherent Corp (NASDAQ: COHR). He began his career at PricewaterhouseCoopers.
Touraj Parang, President & COO
Touraj Parang has served as Serve's Chief Operating Officer and a member of the Board since March 2021, and was appointed President in July 2022. Before joining Serve, Mr. Parang worked at GoDaddy Inc. (NYSE: GDDY) from May 2014 to March 2021, most recently as Vice President of Corporate Development. Earlier in his career, Mr. Parang was the founding Chief Operating Officer of UpCounsel Technologies, Inc. (acquired by Enduring Ventures, Inc.), Vice President of Strategy and Corporate Development at Webs, Inc. (acquired by Vistaprint N.V.), and co-founder and Chief Operating Officer of Jaxtr, Inc. (acquired by Sabse Technologies Inc.).
Dmitry Demeshchuk, Co-founder & VP of Software
Dmitry Demeshchuk co-founded Serve Robotics in January 2021 and has served as Vice President of Software since then. Prior to co-founding Serve, he was a Director at Postmates Inc., where he was a founding engineer in the internal innovation unit Postmates X.
MJ Chun, Co-founder & VP of Product and Design
MJ Chun co-founded Serve Robotics in January 2021 and has served as Vice President of Product and Design since. Before co-founding Serve, she was a Director at Postmates Inc.
AI Analysis | Feedback
The key risks to Serve Robotics' business are:
- Inability to achieve profitability and scale monetization: Serve Robotics faces significant challenges in translating its robot deployments into substantial revenue and profitability. Despite rapid operational expansion and the deployment of a growing fleet of robots, the company has experienced slow monetization, underutilization of deployed robots, and persistent operating losses. Revenue growth has lagged expectations, and monetization per robot has, at times, decreased, leading to expanding expenses and a high cash burn rate.
- High customer concentration: A substantial portion of Serve Robotics' revenue is derived from a limited number of major customers. In 2024 and 2023, the company was heavily reliant on Magna and Uber, which accounted for 91% and 71% of its total revenue, respectively. This high customer concentration poses a significant risk, as the loss or reduction of business from one of these key partners could materially and adversely impact the company's financial performance.
- Intense competition and rapid technological change: Serve Robotics operates in a highly competitive market for autonomous delivery robots, facing pressure from both established companies and emerging startups. The robotics and delivery sectors are characterized by rapid technological advancements, requiring continuous innovation and significant investment. Additionally, the potential entry of large market players could intensify competition, making it challenging for Serve Robotics to maintain or expand its market share.
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There are two clear emerging threats to Serve Robotics (SERV):
- Direct Competition from Established Players: Companies like Starship Technologies are significant competitors in the autonomous sidewalk delivery robot space. Starship has a large number of deployments globally, particularly on university campuses and in residential areas, and continues to expand its operations. Their advancements in robot technology, operational efficiency, and ability to secure partnerships directly threaten Serve Robotics' market share, potential growth, and ability to secure new contracts and geographic expansions.
- Advancements in Drone Delivery: Companies such as Wing (an Alphabet subsidiary), Zipline, and Amazon Prime Air are actively developing, testing, and increasingly deploying drone-based last-mile delivery solutions. While currently operating in specific niches, ongoing technological improvements, expanded regulatory approvals, and potential cost efficiencies could enable drones to become a viable and potentially superior alternative for certain types of last-mile deliveries (e.g., faster delivery over varying terrains, bypassing ground traffic). This represents a different technological paradigm that could directly compete with or even displace sidewalk robots for a significant portion of the target market.
AI Analysis | Feedback
Serve Robotics (SERV) focuses on autonomous sidewalk delivery robots and offers a Delivery-as-a-Service model, primarily for last-mile delivery in food service and convenience. The addressable markets for Serve Robotics' main products and services are sizable:- Serve Robotics' own investor presentation from August 2025 estimates the overall addressable market for the firm to be $450 billion by 2030 (Global).
- The global autonomous last-mile delivery market, which encompasses Serve Robotics' services, was valued at approximately USD 1.6154 billion in 2024 and is projected to reach USD 5.9302 billion by 2030, growing at a Compound Annual Growth Rate (CAGR) of 24.8% from 2025 to 2030. Other estimates for this global market forecast it to reach USD 44.56 billion by 2034.
- In North America, the autonomous last-mile delivery market size was USD 2.50 billion in 2024 and is expected to expand at a CAGR of 23.80% between 2025 and 2034. North America held over 44% of the global market share in 2024.
- Specifically, the U.S. autonomous last-mile delivery market was estimated at USD 1.75 billion in 2024 and is predicted to reach around USD 14.82 billion by 2034.
- Focusing on the delivery robots market itself, a segment highly relevant to Serve Robotics' hardware, the global market was valued at USD 292.4 million in 2023 and is projected to grow to USD 4.04578 billion by 2032, demonstrating a CAGR of 33.9% from 2025 to 2032. The global delivery robots market is also expected to reach USD 1.11 billion in 2025 and USD 2.80 billion by 2030.
- The U.S. delivery robots market specifically was valued at USD 54.69 million in 2023 and is projected to be worth approximately USD 1.18819 billion by 2034, growing at a CAGR of 32.29% from 2025 to 2034.
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Serve Robotics (NASDAQ: SERV) is poised for significant revenue growth over the next 2-3 years, driven by several key strategic initiatives and operational advancements:
- Fleet Expansion: Serve Robotics is aggressively scaling its robot fleet, with a target to deploy 2,000 robots by the end of 2025. This expansion of operational capacity is expected to directly translate into increased delivery volumes and, consequently, higher revenue. The company has already surpassed 1,000 deployed robots and focuses on deploying advanced third-generation (Gen 3) models known for higher cargo capacity and improved battery life.
- Strategic Partnerships: Deepening and expanding partnerships with major delivery platforms are crucial for Serve Robotics' growth. The multi-year strategic partnership with DoorDash, in addition to its existing long-term agreement with Uber Eats, grants Serve Robotics access to platforms that collectively cover over 80% of the U.S. food delivery market. These partnerships create a high-volume demand pipeline and enhance robot utilization by allowing robots to fulfill orders from multiple platforms.
- Geographic Market Expansion: Serve Robotics is actively expanding its operational footprint into new metropolitan areas. Recent expansions include launching services in the Chicago metro area and entering the Greater Washington, D.C. metro via Alexandria, Virginia. Plans are also in place for deployment in the Dallas-Fort Worth market. This geographic expansion into high-demand urban areas is critical for reaching new customers and merchant partners.
- Increased Robot Utilization and Operational Efficiency: The company is focused on enhancing the productivity of its robot fleet. This includes increasing the average daily operating hours per robot and improving autonomous miles, driven by ongoing technological advancements and the deployment of more capable Gen 3 hardware. Improved utilization and efficiency lead to higher delivery volumes and better unit economics, amplifying the revenue impact of the growing fleet.
- Software and Branding Revenue Growth: While recurring fleet revenue is the foundational growth driver, Serve Robotics is also seeing an increase in branding revenue and anticipates future growth from recurring software income. Strategic acquisitions, such as YU Robotics, are aimed at enhancing its AI-driven automation and simulation capabilities, which are expected to contribute to software-led revenue growth and long-term margin expansion.
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Share Issuance
- Serve Robotics announced a registered direct offering of 6,250,000 shares of common stock, expected to generate approximately $100.0 million in gross proceeds, with the closing anticipated around October 14, 2025.
- A registered direct offering of 4,210,525 shares of common stock, expected to raise approximately $80.0 million in gross proceeds, was announced with an anticipated close around January 7, 2025.
- In April 2024, the company completed a public offering of 10,000,000 shares of common stock at $4.00 per share, resulting in $35.7 million in net proceeds after offering expenses and underwriting discounts.
Inbound Investments
- Serve Robotics has successfully raised a total of $247 million across 7 funding rounds, including Seed, Early-Stage, and Post-IPO rounds.
- The largest funding round was an $86 million Post-IPO round in December 2024.
- Strategic investors include Uber, which made its first investment in March 2021, and Nvidia, which first invested in March 2022.
Outbound Investments
- Serve Robotics acquired Vayu Robotics, Inc. in August 2025, a strategic move to enhance its AI capabilities and accelerate the development of sustainable delivery solutions.
- The company acquired Vebu, an "autocado robot maker," on November 7, 2024.
Capital Expenditures
- Capital expenditures for Q1 2025 were $3.5 million, primarily allocated to fleet construction.
- In Q2 2025, capital expenditures amounted to $6.0 million, focused on robot production, market launch, and expansion infrastructure.
- Serve Robotics is self-funding equipment investments, which is expected to eliminate the near-term need for equipment financing and associated servicing costs, as it aims to deploy 2,000 robots by the end of 2025.
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Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 151.29 |
| Mkt Cap | 14.0 |
| Rev LTM | 3,230 |
| Op Inc LTM | 556 |
| FCF LTM | 622 |
| FCF 3Y Avg | 440 |
| CFO LTM | 771 |
| CFO 3Y Avg | 549 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 8.7% |
| Rev Chg 3Y Avg | -1.3% |
| Rev Chg Q | 7.4% |
| QoQ Delta Rev Chg LTM | 1.9% |
| Op Mgn LTM | 15.6% |
| Op Mgn 3Y Avg | 14.1% |
| QoQ Delta Op Mgn LTM | -0.3% |
| CFO/Rev LTM | 17.5% |
| CFO/Rev 3Y Avg | 14.0% |
| FCF/Rev LTM | 15.5% |
| FCF/Rev 3Y Avg | 12.4% |
Valuation
| Median | |
|---|---|
| Name | |
| Mkt Cap | 14.0 |
| P/S | 5.1 |
| P/EBIT | 23.8 |
| P/E | 34.2 |
| P/CFO | 22.2 |
| Total Yield | 1.8% |
| Dividend Yield | 0.0% |
| FCF Yield 3Y Avg | 2.9% |
| D/E | 0.0 |
| Net D/E | 0.0 |
Returns
| Median | |
|---|---|
| Name | |
| 1M Rtn | -8.6% |
| 3M Rtn | -14.0% |
| 6M Rtn | 5.6% |
| 12M Rtn | 22.0% |
| 3Y Rtn | 31.0% |
| 1M Excs Rtn | -1.4% |
| 3M Excs Rtn | -14.7% |
| 6M Excs Rtn | -7.9% |
| 12M Excs Rtn | 7.1% |
| 3Y Excs Rtn | -33.2% |
Price Behavior
Price Behavior
| Market Price | $10.43 | |
| Market Cap ($ Bil) | 0.6 | |
| First Trading Date | 03/07/2024 | |
| Distance from 52W High | -54.5% | |
| 50 Days | 200 Days | |
| DMA Price | $11.74 | $11.10 |
| DMA Trend | up | down |
| Distance from DMA | -11.1% | -6.1% |
| 3M | 1YR | |
| Volatility | 98.0% | 114.5% |
| Downside Capture | 542.61 | 436.86 |
| Upside Capture | 366.50 | 329.69 |
| Correlation (SPY) | 46.8% | 44.7% |
SERV Betas & Captures as of 1/31/2026
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 3.04 | 4.06 | 4.03 | 4.17 | 2.65 | -0.21 |
| Up Beta | -1.45 | -4.64 | 0.32 | 1.17 | 2.03 | -0.56 |
| Down Beta | 5.79 | 4.88 | 4.90 | 6.17 | 1.98 | -1.83 |
| Up Capture | 174% | 639% | 463% | 647% | 1462% | 969% |
| Bmk +ve Days | 11 | 22 | 34 | 71 | 142 | 430 |
| Stock +ve Days | 10 | 20 | 27 | 60 | 117 | 222 |
| Down Capture | 221% | 458% | 398% | 309% | 172% | 113% |
| Bmk -ve Days | 9 | 19 | 27 | 54 | 109 | 321 |
| Stock -ve Days | 10 | 20 | 33 | 64 | 131 | 247 |
[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 SERV | |
|---|---|---|---|---|
| SERV | -31.7% | 114.1% | 0.21 | - |
| Sector ETF (XLI) | 21.4% | 19.0% | 0.89 | 42.2% |
| Equity (SPY) | 16.1% | 19.2% | 0.65 | 44.7% |
| Gold (GLD) | 76.5% | 23.4% | 2.38 | -3.9% |
| Commodities (DBC) | 11.1% | 15.9% | 0.48 | 9.1% |
| Real Estate (VNQ) | 5.3% | 16.5% | 0.14 | 23.5% |
| Bitcoin (BTCUSD) | -18.9% | 39.9% | -0.43 | 36.4% |
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Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with SERV | |
|---|---|---|---|---|
| SERV | -17.2% | 206.4% | 0.63 | - |
| Sector ETF (XLI) | 15.2% | 17.2% | 0.71 | 18.9% |
| Equity (SPY) | 14.0% | 17.1% | 0.65 | 19.6% |
| Gold (GLD) | 20.8% | 16.5% | 1.03 | -3.1% |
| Commodities (DBC) | 12.2% | 18.8% | 0.53 | -0.5% |
| Real Estate (VNQ) | 4.8% | 18.8% | 0.16 | 9.1% |
| Bitcoin (BTCUSD) | 21.1% | 57.5% | 0.56 | 16.3% |
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 SERV | |
|---|---|---|---|---|
| SERV | -9.0% | 206.4% | 0.63 | - |
| Sector ETF (XLI) | 15.0% | 19.8% | 0.67 | 18.9% |
| Equity (SPY) | 15.6% | 17.9% | 0.75 | 19.6% |
| Gold (GLD) | 15.6% | 15.3% | 0.85 | -3.1% |
| Commodities (DBC) | 8.5% | 17.6% | 0.40 | -0.5% |
| Real Estate (VNQ) | 5.9% | 20.8% | 0.25 | 9.1% |
| Bitcoin (BTCUSD) | 71.5% | 66.4% | 1.11 | 16.3% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Earnings Returns History
Expand for More| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 11/12/2025 | -10.0% | -13.9% | 4.8% |
| 8/7/2025 | -1.1% | -3.9% | -0.8% |
| 3/6/2025 | -6.2% | -11.4% | -34.1% |
| 11/7/2024 | -16.5% | -27.5% | 10.6% |
| 8/13/2024 | 9.6% | 8.3% | -29.2% |
| 5/15/2024 | -9.6% | -19.5% | -41.3% |
| SUMMARY STATS | |||
| # Positive | 1 | 1 | 2 |
| # Negative | 5 | 5 | 4 |
| Median Positive | 9.6% | 8.3% | 7.7% |
| Median Negative | -9.6% | -13.9% | -31.7% |
| Max Positive | 9.6% | 8.3% | 10.6% |
| Max Negative | -16.5% | -27.5% | -41.3% |
Insider Activity
Expand for More| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Dunn, Evan | General Counsel | Direct | Sell | 1072026 | 12.81 | 598 | 7,660 | 2,641,678 | Form |
| 2 | Read, Brian | Chief Financial Officer | Direct | Sell | 12312025 | 10.37 | 1,863 | 19,319 | 3,477,434 | Form |
| 3 | Armenta, Anthony | Chief Software & Data Officer | Direct | Sell | 12162025 | 11.96 | 5,003 | 59,836 | 6,638,207 | Form |
| 4 | Abraham, Euan | Chief Hardware & Mftg Offcr | Direct | Sell | 12152025 | 11.87 | 1,917 | 22,755 | 2,882,831 | Form |
| 5 | Read, Brian | Chief Financial Officer | Direct | Sell | 12152025 | 11.87 | 371 | 4,404 | 4,082,081 | 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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